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EXCEL INTERMEDIATE

EXCEL INTERMEDIATE. WORKSHEETS. Worksheet Tabs Rename by double clicking Can be moved by click and drag Change colour by right click and choose Tab Color Grouping worksheets by clicking ctrl and tab Allows formatting and formula insertion in multiple sheets simultaneously

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EXCEL INTERMEDIATE

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  1. EXCEL INTERMEDIATE

  2. WORKSHEETS • Worksheet Tabs • Rename by double clicking • Can be moved by click and drag • Change colour by right click and choose Tab Color • Grouping worksheets by clicking ctrl and tab • Allows formatting and formula insertion in multiple sheets simultaneously • Refer to formulas on another sheet by beginning to type formula on current sheet, then click on sheet tab, and select cell on new sheet • =B5-Sheet2!C3 • =J27*’Quarter1’F17

  3. CELL FORMATTING • Clear Cells • Home tab, Edit group, Clear button • Text Wrapping • Right click, Format Cells,Alignment tab, Wrap text box • Text Rotation • Right click, Format Cells,Alignment tab, drag “Text”

  4. LINKING FORMULAS • If on a “Summary Sheet”, you would like to include a cell from a different sheet: • Click in the cell on the “Summary Sheet”, where you want the answerto appear • Key in the equals sign= • Then navigate to the sheet tab, you want to reference, and click on the specific cell you want • Press “ENTER” • In the myitlab Grader assignment —this is what question # 10, is referring to

  5. FUNCTIONS • Autosum • =today() • Can also enter CTRL + ; • =now() • Try format as # • =min() • =max() • =median() • Dragging formulas

  6. FIND TOTAL “WORKING DAYS” BETWEEN ANY 2DATES, INCLUDING “HOLIDAYS” • Helpful, with project plans, ganttcharts • =networkdays(start date, end date, list of holidays) to get the number of working days. • In the above sample you can see the number of working days between NEW YEARS DAY and SEPTEMBER 01

  7. FUNCTIONS cont. • =Round() • =Average() • =Countif() • The COUNTIF function counts the number of cells within a range that meet a single criterion that you specify • range  Required. One or more cells to count • criteria  Required. A number, expression, cell ref, or text that defines which cells will be counted. eg, 32, ">32", B4, "apples", or "32". • =PMT() • =IF()

  8. IF FUNCTION • =IF(logical_test,value_if_true,value_if_false) • Checks whether a condition is met, and returns one value if TRUE, and another value if FALSE

  9. Cell References • Relative cell references • Default • Automatically changecell references relative to which column/row you copy it to • Absolute cell references • F4key • Absolutely will notchange when you copy formula • Mixed cell references • Either ROW or COLUMN will not change depending which one is preceded by a $dollar sign

  10. MIXED CELL REFERENCE • A mixed cell reference contains only one dollar sign: =$A1 • the columnpart of the reference (A) is absolute and the row part (1) is relative. =A$1 • the column part of the reference is relative and the row part is absolute.

  11. “PROJECTED 1st QUARTER”:Absolute Cell Reference • A formula to calculate: “PROJECTED 1st Quarter Sales” • Because sales are PROJECTED to increase, the projected value should be greater than the current data =B7+(B7*$B$17) • B7 would be the current value • *$B$17 would be the % increase

  12. PV • =PV(rate,nper,pmt,pmt,fv) • Returns the PRESENT value of an investment. The present value is the total amount that a series of future payments is worth NOW. • For example, when you borrow money, the loan amount is the present value to the lender. • Unless otherwise stated-the pmt is “0” • Do NOT have to divide INTEREST RATE by 12, or multiply NPER by 12 (yrs.)

  13. FV • =FV • (rate,nper,pmt,pv) • Returns the FUTURE value of an investment • Unless otherwise stated-the pmt is “0” • Do NOT have to divide INTEREST RATE by 12, or multiply NPER by 12 (yrs.)

  14. ROWS and COLUMNS • Insert • Right click on a cell and choose Insert form pop up menu • Note that functions and formulas update automatically • Freeze Panes • VIEWtab > WINDOWgroup > FREEZE PANES

  15. ROWS and COLUMNS • select the rowbelow where you want the row to be frozen • To freeze columns, select the column to the right of where you want the column to be frozen

  16. ERROR MESSAGES • #NAME? • i.e. =DIV(C2,B5) • (no such FUNCTION name as “DIV”) • #VALUE! • i.e. =SUM(B5,”H3”) • Cell reference should not be in “quotation marks” • #DIV/0! • If the value in a cell is “0” (no division by zero)

  17. VIEW/PRINT FORMULAS • CTRLkey + (to the left of the #1key) • This key combination will toggle to viewing formulas--ONorOFF

  18. CHARTS • 3-D pie chart • Resize • CHART TOOLS DESIGNtab > CHART STYLESgroup > CHART STYLESgallery • CHART TOOLS DESIGNtab > CHART LAYOUTgroup > CHART LAYOUTgallery

  19. Charts cont. • Change the rotation of a 3D chart: • Select the chart • FORMATtab >CURRENT SELECTION group, click on: FORMAT SELECTION • Choose: 3-D ROTATION -change the “X” & “Y” rotations boxes accordingly

  20. Charts cont. • Change font of Category X (horizontal) axis • And Y (vertical) axis • Change other options of X & Y axes: • Select specific axis • Right-mouse click • Select: FORMAT AXIS

  21. Charts cont. • If you change the “MAJOR” axis to “fixed”, and then set a specific value: • the value will be the “bottom” value, and other values will be Incremented by that same amt. i.e. 75,000: Values increase by 75,000

  22. Adding a title to an axis: • Select the axis • Go to the LAYOUTtab > click on AXIS TITLES drop-down arrow • Select either Horizontal or Vertical & then the location of The title

  23. Format data series • Right-mouse click on: data series • Select: FORMAT DATA SERIES • Change desires options i.e. FILL

  24. LINE CHART • SWITCH LEGEND INFO TO HORIZONTAL AXIS • Select chart > DESIGNtab > DATAgroup • Select:SWITCH ROW/COLUMN • CHANGE A CHART TYPE FOR A SERIES: • Right-mouse click on a specific series > Change Series Type Chart

  25. INSERTING AND FORMATTING A GRAPHIC SHAPE • LAYOUTtab > INSERTgroup > select: SHAPES

  26. PASTE LINK • Insert data saved to the clipboardso that the inserted data will changeif the ORIGINAL data changes. • Warning - for this to work the original and destination files must be kept together • HOMEtab> • CLIPBOARDgroup> • PASTEdrop-down arrow> • PASTE LINK

  27. FREE “TIP OF THE WEEK” • Free anti-virus software from Microsoft – Microsoft Security Essentials • http://www.microsoft.com/Security_essentials/

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