Help - Excel spreadsheet  


align data left

purpose: to let the data align with the left side of the cells

how to:

  • select the range
  • click the button

note: labels (text) are most often left-aligned

align data right

purpose: to let the data align with the right side of the cells

how to:

  • select the range
  • click the button

note: numbers are always right-aligned

average

purpose: to find the average of numbers in a range

how to:

  • type '=AVERAGE('
  • select the range with the mouse
  • press Enter

or

  • type '=AVERAGE(A1:A3)' (if the range is A1:A3)
  • press Enter

or

  • give the range a name
  • type '=AVERAGE(range_name)'
  • press Enter
autosave purpose: to have your workbook saved automatically every 10th minute for example

how to:

  • on the Tools menu, click Options
  • click the Save tab
  • choose the number of minutes you want your workbook to be saved automatically
autosum button purpose: to find the sum of numbers in a range above or to the left

how to:

select the range and cells for the sum(s)

click the button

the sums are put below and to the right of the cells added

bold data

purpose: to let data stand out. Often used for row and column headers.

how to:

  • select the range
  • click the button
border, single and double underline

purpose: to underline data in cells and the space between them

how to:

  • select the range
  • click the correct border button:
 
cell edit

purpose: to correct a mistake or make a change in exisitng data

how to:

  • type in the edit window
  • press Enter
center data in a cell

purpose: to let the data be centered in the cells

how to:

  • select the range
  • press the button
center a label over columns

how to:
  • type the label in the leftmost column
  • select the columns with the mouse
  • click the button
 purpose: to create a chart

how to:

  • 1. select the data 

    - if the data is not contiguous, select some data, keep the ctrl-button down while you select some more, etc: 
    (note that the columns have to be of equal height)


    - or you may copy the data for the chart to another part of the sheet:



    to keep the data always up-to-date, this is the best way to copy:



  • 2. click the chart wizard button for four easy steps:

    Step 1: Decide chart type



    Step 2: Check the source data



    Hint: If you don't like what you see, click Rows or Columns. 
    (In a few cases you have to press the Series tab to manage the data source).

    Step 3: Choose options for titles, axis, gridlines, legend, data labels and data table.



    Step 4: Decide if the chart should be placed on its own sheet

chart edit

purpose: to edit a chart you have made

how:

  • 1. Use the chart toolbar.
  • 2. Click the chart wizard button again
  • 3. Each part of the chart is an object that you can click on and edit. For instance, here we are editing the title:

  • 4. You can right-click a part of the chart and choose from a pop-up menu. Here we have right-clicked on the left axis:





 

column best-fit

before:

after:

purpose: to automatically adjust the column width to the column's widest data

how to give one column best-fit:

  • move the mouse between two column headers till it changes to a black plus with arrows going left and right

  • double-click the left mouse button to best-fit column B

how to give all the columns best-fit:

  • click the Select All Button:
  • move the mouse between two column headers till it changes to a black plus with arrows going left and right
  • double-click the left mouse button
column delete

purpose: to get rid of the data in a column and the column itself

how to:

  • right-click the column header:

  • click Delete in the menu that appears
column hide

purpose: to hide columns so they don't print (and don't show on the screen)

how to:

  • right-click the column header:

  • click Hide in the menu that appears
column insert

purpose: to insert a new column between two existing columns

how to:

  • right-click the column header to the right of where you want the new column

  • click Insert in the menu that appears
comma style

purpose: to automatically give big numbers a thousand comma

how to:

  • select the numbers
  • click the button

note: never type commas in numbers, use the comma style button instead

copy and paste formulas relatively

click here for more details

purpose: to speed up work by copying a formula instead of retyping it

example:

  • The 'Total' is defined as the result for 1995 minus the result for 1996 plus three times the result for 1997

  • Instead of typing similar formulas for B and C, just copy the formula for A. When the cursor changes to a black plus, drag the lower right corner of the box to the right. You get this:

copy and paste formulas absolutely

click here for more details

purpose: to speed up work by copying a formula instead of retyping it

example:

  • We would like to find the amount for each month multiplied by the rate in B1:

  • To copy the relative formula =B3*B1 will not work, so we change B1 to $B$1. When the cursor changes to a black plus, drag the lower right corner of the box down. You get this:

copy and paste values purpose:
  • 1. to change a cells content from formula to the value the formula gave (needed if the formula's arguments will change and we want to conserve the old value)
  • 2. to copy the values of a range and not the formulas that produce the values (often needed when a range is copied to make up a table for a chart)

how to:

  • select the range
  • click the copy button
  • select the range to copy to
  • click Edit on the menu and choose Paste Special and Values and OK

note: to change a cells content from formula to value (1.above) simply copy the cell to itself

count, countblank, countif

=count(range) counts the number of cells in the range with numbers

= countblank(range) counts the number of empty cells in the range

=countif(range, condition) counts the number of cells in the range that makes the condition true

decimal places

purpose: to give a range of numbers the correct number of decimals

how to:

  • select the range
  • click repeatedly the Decrease Decimal or Increase Decimal button

note: It is impossible to type 1.00 in a new sheet. You have to type 1 and press the Increase Decimal button twice.

font and font size

purpose: to give data its proper font and size

how to:

  • select the range
  • choose the font and the size

note: If nothing else is said, use Arial 10.

footer purpose: To repeat information at the bottom of every page printed

how to:

  • on the menu click File and then Page Setup
  • click the Header/Footer tab
  • click Custom Footer
  • type or use the buttons to insert your name, today's date, name of sheet etc. in the three sections

note: A convention is to put your name and tutor group in the left section, the date in the center section and the sheet's name in the right section.

formula edit

 

purpose: To change a formula because it is not correct.

how to:

  • select the cell with the formula
  • click inside the formula bar
  • edit the formula
  • press Enter

note: When a column is inserted at the border of a range a formula uses, the formula has to be edited to make it correct after the insertion. If the insertion is inside the range, the formula is updated automatically by Excel. (see illustrations on the left)

formula show

purpose: to check how the spreadsheet is made up (the values is the surface, the formulas the source)

how to:

  • on the menu click Tools and Options
  • on the View tab, check Formulas, then click OK
  • give the entire sheet column best-fit so the formulas show with no wasted space

note: Before you print you may like to change the orientation to landscape and force everything onto one page using the Fit to option.

note: Excel changes the alignment when formulas are shown. Don't worry! Be happy!

formula update after row/column insertion

before the insertion at the end of the range:

the formula is now wrong and has to be edited:

purpose: To change a formula because it is not longer correct.

how to:

  • select the cell with the formula
  • click inside the formula bar
  • edit the formula
  • press Enter

note: When a column is inserted at the border of a range a formula uses, the formula has to be edited to make it correct after the insertion. If the insertion is inside the range, the formula is updated automatically by Excel. (see illustrations on the left)

formula user-defined

 

user-defined formulas for perimeter and area of rectangles:

purpose: to make non-standard calculations based on values in other cells

how to:

  • type = in the cell where you want the result to appear
  • type the formula using cell addresses or range names
  • press Enter

or

  • type = in the cell where you want the result to appear
  • type numbers and operations, but click on the cells you need instead of typing their addresses
  • press Enter
gridlines

where are the gridlines here?

purpose: to show and/or print gridlines

how to:

  • to show: Tools + Options + check Gridlines on the View sheet + OK
  • to print: Files + Page Setup + check Gridlines on the Sheet tab
header purpose: To repeat information at the top of every page printed

how to:

  • on the menu click File and then Page Setup
  • click the Header/Footer tab
  • click Custom Header
  • type or use the buttons to insert your name, today's date, name of sheet etc. in the three sections

note: A convention is to put your name and tutor group in the left section, the date in the center section and the sheet's name in the right section.

if

purpose: To let a value of a cell depend on a statement about a cell or a range of cells.

how to: 

  • In a cell type "=IF(statement,value1,value2)"
    If the statement is true, the cell will be filled with value1, 
    if it is false it will be filled with value2.

example:

  • If the amount falls below 10, the action should be "Reorder", otherwise "OK".
      (see the illustrations below)

    

italic data how to:
  • select the range
  • click the button
labels purpose: A cell can contain a number, a label (text), an in-built function (like SUM) or a user-defined formula.

how to:

  • select a cell and type along

note: When you have finished typing, check the spelling, alignment and case of the text (uppercase/lowercase). Row labels are usually left-aligned and

max purpose: To find the biggest number in a range.

how to:

  • type '=MAX('
  • select the range with the mouse
  • press Enter

or

  • type '=MAX(A1:A3)' (if the range is A1:A3)
  • press Enter

or

min purpose: To find the smallest number in a range.

how to:

  • type '=MIN('
  • select the range with the mouse
  • press Enter

or

  • type '=MIN(A1:A3)' (if the range is A1:A3)
  • press Enter

or

numbers purpose: A cell can contain a number, a label (text), an in-built function (like SUM) or a user-defined formula.

how to:

  • select a cell and type along

note: When you have finished typing, check the spelling, alignment and case of the text (uppercase/lowercase).

organise data in suitable layout

purpose: To set up the data in a form that makes it easy to process.

how to:

  • Often a two dimensional table is a good layout (see illustration at the left)
percentage

100% of a number equals the number

50% of a number equals half the number

10% of a number is 1/10th of the number

0% of a number is zero.

Assume the number we start with is in F3:

To find 12% of a number multiply it by 0.12 
=F3*0.12 or =F3*12%

To increase a number by 32% multiply it by 1.32
=F3*1.32 or =F3 + F3*32%

To decrease a number by 20% multiply it by 0.80.
=F3*0.80 or =F3 - F3*20%

print preview

Click this button to see a preview of what the printout will look like.

In the lower-right corner you can see how many pages will print. Do not print if it says or another unreasonable high number.

 

 

page break preview

Page break preview can be used to insert and move page breaks for a nice printout.

 

page setup

To control the way your page will print, click File - Page Setup or click the Print Preview button followed by Setup.

If your work does not fit on one page, try first to change the Orientation to Landscape.

If that does not work, try to set the Scaling to Fit to 1 page(s) wide by 1 tall. If the size is 60% or more it can be read comfortably.

 

Header/Footer options:

Click Custom Header to set the header.
This window opens when you click Custom Header:

Use the buttons for changing the font, setting the page number, setting the total number of pages, setting the date and time, and to set the file name and the sheet name.
 

Sheet options:

 

Check Gridlines and Row and column headings.

if not, it will look like this:

 

query

Filter a list by using advanced criteria: (refer to the example above as you read the steps below)

The list must have column labels.

  1. Select the column labels from the list for the columns that contain the values you want to filter, and click Copy 
  2. Select the first blank row of the criteria range, and click Paste 
  3. In the rows below the criteria labels, type the criteria you want to match. Make sure there is at least one blank row between the criteria values and the list. If you type criteria in the same row they are combined with 'AND', if on separate rows with 'OR' (as in Access).
  4. Click a cell in the list.
  5. On the Data menu, point to Filter, and then click Advanced Filter.
  6. To filter the list by copying rows that match your criteria to another area of the worksheet, click Copy to another location, click in the Copy to box, and then click the upper-left corner of the area where you want to paste the rows.
  7. In the Criteria range box, enter the reference for the criteria range, including the column labels.
    To move the Advanced Filter dialog box out of the way temporarily while you select the criteria range, click Collapse.
range, definition purpose: To address more than one cell 

how to:

  • ranges like (B3:F5) address the cells in the rectangle with B3 in the upper-left
    corner and F5 in the lower-right corner
  • ranges may be listed separated by commas
    example: =AVERAGE (A2,A4) gives the average of the cells A2 and A4, 
    while =AVERAGE(A2:A4) gives the average of A2, A3 and A4.
range names, create

purpose: To give names to a range of cells for easier reference. 
=Average(GRADES) is easier to understand than =Average(A2:C4).

how to:

  • select the range
  • type the range name in the Name Box

note: Certain range names are illegal.

note: To delete a range name: Insert + Name + Define.

range names, display

 

data =Sheet1!$B$3
table =Sheet1!$C$4:$C$7
purpose: To display the range names and their addresses

how to:

  • click in the upper-left corner of an area with two empty columns
  • on the Insert menu chose Name - Paste - Paste list
row and column headings

purpose: to show the cell addresses

with row and column headings without row and column headings

  how to:

  • in Print Preview click Setup and then Sheet
  • or click Sheet in Page Setup

row best-fit

 

purpose: to automatically adjust the row height to the row's heighest data

how to give one row best-fit:

  • move the mouse between two row headers till it changes to a black plus with arrows going left and right
  • double-click the left mouse button

how to give all the rows best-fit:

  • click the Select All Button:
  • move the mouse between two row headers till it changes to a black plus with arrows going left and right
  • double-click the left mouse button
row delete

purpose: to get rid of the data in a row and the row itself

how to:

  • right-click the row header:

  • click Delete in the menu that appears
row insert

purpose: to insert a new row between two existing rows

how to:

  • right-click the row header below where you want the new row

  • click Insert in the menu that appears
sheet copy purpose: to copy a sheet to a new sheet

how to:

  • on the menu click Edit + Move or Copy sheet... + check Copy + OK
  • when the new sheet is made, rename it
sheet insert purpose: to insert a new sheet into the workbook if you have used all the sheets you started with

how to:

  • on the menu click Insert + Worksheet
sheet preview (= print preview)

purpose: To see what the sheet will look like when you print it.

how to:

  • click the button
  • check that you have a suitable header or footer
  • check how many pages you will print
  • look at all the pages to see if they are OK
  • click Setup to change orientation, header/footer, margins, etc.
sheet print

how to:
  • click the button

note: for more control use File + Print

sheet rename

purpose: to give a sheet a new name

how to:

  • right-click on the sheet tab
  • type a new name
  • press Enter
sort data

First, select the data you want to sort. (A common error is to just select one column of the data.)

Secondly, press Data - Sort on the menu:

 

Thirdly, choose Header row if your data table has a header row, and the columns/fields you want to sort by.

Notice: This sheet will not sort correctly. Can you think why? (Hint: it has to do with the reference to B5)

Notice: Don't use these buttons to sort data in a table. They can only sort data in a single column.

 

SUM function

 

example: =SUM(A2:G45)

example: =SUM(GRADES)

 

purpose: to calculate the sum of a range of numbers

how to:

  • type =SUM( in the cell where you want the result to appear
  • select the range of numbers with the mouse
  • press Enter

note: instead of selecting the range, you may also write the range address or range name

SUMIF function

 

example: =SUMIF(dcode,B7,duration) where dcode and duration are range names

purpose: to calculate the sum of a range of numbers based on a condition

how to:

SUMIF(range,criteria,sum_range)
Range is the range of cells you want evaluated.
Criteria is the criteria in the form of a number, expression, or text that defines which cells will be added. For example, criteria can be expressed as 32, "32", ">32", "apples".
Sum_range are the actual cells to sum.

today function purpose: to get today's date in a cell

how to:

  • type =TODAY() in the cell and press Enter
  • to format it: click Format-Cells-Date-Type and choose the format you like. Then click OK.
underline data

how to:
  • select the data
  • click the button
values show how to:
  •  
vlookup

VLOOKUP(lookup_value,table_

   array,col_index_num,range_lookup)

Lookup_value   is the value to be found in the first column of the array. Lookup_value can be a value, a reference, or a text string.

Table_array   is the table of information in which data is looked up. Use a reference to a range or a range name, such as Database or List.

  • If range_lookup is TRUE, the values in the first column of table_array must be placed in ascending order: ..., -2, -1, 0, 1, 2, ..., A-Z, FALSE, TRUE; otherwise VLOOKUP may not give the correct value. If range_lookup is FALSE, table_array does not need to be sorted.

  • You can put the values in ascending order by choosing the Sort command from the Data menu and selecting Ascending.

  • The values in the first column of table_array can be text, numbers, or logical values.

  • Uppercase and lowercase text are equivalent.

Col_index_num   is the column number in table_array from which the matching value must be returned. A col_index_num of 1 returns the value in the first column in table_array; a col_index_num of 2 returns the value in the second column in table_array, and so on. If col_index_num is less than 1, VLOOKUP returns the #VALUE! error value; if col_index_num is greater than the number of columns in table_array, VLOOKUP returns the #REF! error value.

Range_lookup   is a logical value that specifies whether you want VLOOKUP to find an exact match or an approximate match. If TRUE or omitted, an approximate match is returned. In other words, if an exact match is not found, the next largest value that is less than lookup_value is returned. If FALSE, VLOOKUP will find an exact match. If one is not found, the error value #N/A is returned.

lookup

LOOKUP(lookup_value, array)

Lookup_value   is the value to be found in the first column of the array. Lookup_value can be a value, a reference, or a text string.

Array   is the table of information in which data is looked up. Use a reference to a range or a range name, such as Database or List.

 

workbook create purpose: 

how to:

workbook open purpose: to retrieve a workbook saved on disk for further work

how to:

workbook save purpose: to get a permanent copy of the workbook on disk for later use
zoom sheet

purpose: to change the size of the text without changing the font

Please report bugs and suggest improvements.
© 2004 Jan Nordgreen