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Chapter 2: Excel Basics and Formatting

Spreadsheet-Based Decision Support Systems. Chapter 2: Excel Basics and Formatting. Prof. Name name@email.com Position (123) 456-7890 University Name. Overview. 2.1 Introduction 2.2 Defining the Set of Excel Objects

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Chapter 2: Excel Basics and Formatting

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  1. Spreadsheet-Based Decision Support Systems Chapter 2: Excel Basics and Formatting Prof. Name name@email.com Position (123) 456-7890 University Name

  2. Overview • 2.1 Introduction • 2.2 Defining the Set of Excel Objects • 2.3 Entering Data into Cells • 2.4 Understanding the Ribbon and Quick Access Toolbar • 2.5 Formatting • 2.6 Summary

  3. Introduction • The Excel object hierarchy • Basic data entry and data copying and pasting in cells • The Ribbon and Quick Access toolbars • Customizing the Ribbon and Quick Access toolbars • Formatting cells • Conditional formatting

  4. Defining the Set of Excel Objects • Objects: The elements manipulated in spreadsheet applications and VBA programming. • Object Hierarchy: An ordered listing of all objects. • Object Model: The entire system of objects.

  5. Entering Data into Cells • Simple values: Numbers and text that are entered into cells. • Click-and-drag: Used to copy a highlighted cell or range of cells to an adjacent cell or range of cells. Excel automatically numbers sequentially when copying from a pattern it recognizes. Copying a range of cells.

  6. Understanding the Ribbon and Quick Access Toolbar • The Ribbon • The Quick Access Toolbar and Other Excel Interface Components • Customizing the Ribbon and Quick Access Toolbar

  7. The Ribbon • The Ribbonconsists of nine main Tabs: Home, Insert, Page Layout, Formulas, Data, Review, View, Developer and Add-Ins. • Each tab includes a number of commands grouped based on their functionality. Dialog launcher Font Group of Home Tab

  8. The Ribbon • TheRibbonalso includes Contextual Tabs. • Made available whenever an object is selected. • Includes specific commands for working with the selected object. Contextual Chart Tools

  9. The Ribbon • The Ribbon displays commands that are most frequently used when working with Excel. • To go beyond these commands, • Click on the Dialog Launcher, on the lower-right corner of many Ribbon groups. • A Dialog Box appears that shows all the commands available in that group. Dialog Box for Font Group

  10. The Ribbon • Some commands of the Ribbon are specific to Excel: • Paste command in the Clipboardgroup of the Hometab. • Use CTRL+V shortcut to Paste a range of cells. • Paste options listed in the Right-Click shortcut menu.

  11. The Ribbon • Paste Special option can be used to paste: • Values • Formulas • Formats • Transpose

  12. The Quick Access Toolbar and Other Excel Interface Components • Quick Access Toolbar : • Located above the left side of the ribbon. • Lists commands that are used frequently. Adding Developer tab to Quick Access Toolbar

  13. The Quick Access Toolbar and Other Excel Interface Components • File Menu: • Presents a number of commands used to Open and Close a file, locate Recent documents you have worked with, create a New document, etc. • Right-Click Shortcut Menu: • Presents frequently used commands of Excel. • Mini Toolbar: • Appears on the top of the Right-Click Shortcut Menu.

  14. Customizing the Ribbon • Excel allows us to customize the Ribbon: • Open File Menu or right click on the Ribbon to access Excel Options. • Use Customize Ribbon Panel in Excel Options.

  15. Formatting • Formatting Cells • General Formatting • Conditional Formatting

  16. Formatting Cells • Home tab includes six groups of command that are used for formatting: • Clipboard • Font • Alignment • Number • Styles • Cells

  17. Formatting Cells • An example of formatting the Borders of a range of cells.

  18. Formatting Cells An example of modifying the Alignment of a range of cells.

  19. Formatting Cells • More options to format Numbers. Format Cells Dialog Box – Number Tab

  20. Formatting Cells Styles Group: • The Ribbon provides a gallery of build-in styles for formatting cells.

  21. General Formatting • Themes Group in Page Layout Tab offers a collection of build-in themes.

  22. Conditional Formatting • Conditional Formatting is used to format cells that meet a predetermined condition or a set of conditions.

  23. Conditional Formatting Example: • Changing the format of the top 10% of the grades:

  24. Conditional Formatting • More Conditional Formatting tools.

  25. Summary • Excel objects are elements that you can manipulate in spreadsheet applications and VBA programming. • The Ribbon, Quick Access Toolbar, and File Menu create Excel’s user interface; they provide options for working in the spreadsheet environment. • The Ribbon consists of nine main tabs: Home, Insert, Page Layout, Formulas, Data, Review, View, Developer and Add-Ins. The commands within each tab are organized in groups based on their functionality. • Other contextual tabs are made available whenever an object (such as a chart, a table, etc.) is selected. • Ribbon and the Quick Access Toolbar is customized to simplify the process of accessing commands that are use frequently. • Conditional Formatting formats cells only if they meet a specified condition.

  26. Additional Links • (place links here)

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