An Introduction to Microsoft Excel
(Excel1)

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Tutor: Software tutor


An Introduction to Microsoft Excel

The ability to efficiently use a spreadsheet has almost become a mandatory skill for anyone working in a modern business environment. This course introduces you to Excel, Microsoft's powerful spreadsheet and database application for personal computers. It will provide you with the capability and confidence to use Excel professionally.

What's a spreadsheet?

Spreadsheets consist of many cells formed by the intersection of rows and columns. Numbers (and text) can be placed in these cells and spreadsheet applications such as Excel can use formulae that you enter (and functions that it provides) to manipulate the cell contents quickly and easily. Excel is thus ideally suited to adapting calculations from paper and the calculator to the computer. 

This course

We concentrate on presenting the 'big picture' - an overview of Excel's ability to manipulate numbers and text. We show you Excel working across many disciplines and teach you to harness the power of Excel to make 'spreadsheeting' a smooth, efficient and rewarding process.

During the course, you will learn to record, total and sort data; process your data into graphs, view spreadsheet data in a number of different ways and also to use Excel as a database.

Here is a link to some of the instructional movies in the course:

Click here to download and play one of the movies from the course. It shows Excel working at its simplest level. If the movie (a 1.5 Mb file) works well on your computer, then your equipment is suitable for the  course.

Click here to play a movie illustrating the value of setting absolute cell references in Excel worksheets.

Click here to play a movie showing how to split a window in an Excel worksheet.

Click here to play a movie which shows how macros can be used to good effect in Excel to speed up tedious operations.

 

Syllabus for An Introduction to Excel

 Module

    Description

Introduction (this module)

Starting Excel. Using desktop shortcuts. Add up some sales figures, using the AutoSum feature.

Spreadsheet Process

Opening a workbook and using a spreadsheet to calculate the interest payable on a loan. We vary the amount borrowed and the interest rate and examine the result. Using an Excel workbook containing a list of class names - rearranging (sorting) a list of names in ascending and descending order.

Some Preliminaries

Excel and the Windows and Macintosh operating systems. Coping with different versions of Excel. Formatting diskettes and copying workbooks to disk for others to share. Tuning your computer system. Installing Excel on your computer. Creating the right environment for Excel. Setting up the program so that it opens in the folder where most of your spreadsheet data is stored. Backing up your data.

The Excel Interface

The user interface (screen). The title bar, cells, cell identifiers, toolbars, naming sheets and saving workbooks. The editing box (or formula bar). The importance of the mouse pointer shapes. Adjusting row and column widths and heights. Selecting and copying cells. Splitting the screen and hiding rows and columns. Toolbars & tool tips. Manipulating toolbars. Formatting cells in a spreadsheet. Formatting numbers and text. Entering and correcting data. Inserting rows, columns, cells and comments. Inserting and deleting worksheets. Moving, copying and renaming worksheets. Selecting some or all worksheets within a workbook.

Spreadsheet Fundamentals

Some examples of tasks performed with Excel - financial analysis, medical research results, work attendance records, databases. Using existing spreadsheets and modifying data, viewing formulae, changing the display of lists and charts. Using the AutoSum feature. Printing a spreadsheet. Setting print zones and adding custom headers. Using the AutoFill feature and the Fill feature (which can insert series with incremental steps). Types of data - constant values and formulae. Cutting, pasting and copying. Sorting, zooming and charting.

Calculations

Performing calculations with Excel. Entering formulae.  Using operators in formulae. Using functions. Calculating an average. Displaying and printing formulae in a spreadsheet. Formula of constants. Formulae containing cell references. Operators and their order of calculation. Joining text. Logic operators. Locking cells. More Excel functions - minimum cost, average cost, total costs, number of costs and the count function. Error messages.

Relative and Absolute References

A focus on using relative and absolute references skillfully in spreadsheets. Switching between relative and absolute references. Combining all your skills by building a payroll spreadsheet.

Using Excel as a Database

Using Excel as a database. Tips for database design. Managing a stock list for a small business. Using AutoFilters to display only the required information from a larger set of data.

Printing to PDF

A bonus module. Installing a PDF writer in your computer. Testing its functionality by printing Excel spreadsheets to a PDF file (for distribution to others).

Running an Excel Macro

When it becomes necessary to automate tasks in the Excel environment, we develop and run short program fragments ~ macros. We run a macro to show how selection of kitchen cabinetry might be automated in a fabrication factory.