4. Click the desired function from the menu. 5. Verify the range. 6. Press Enter. Inserting a Function

Transcription

1 PROCEDURES LESSON 11: GETTING STARTED WITH FUNCTIONS Using Functions (SUM, AVERAGE, MEDIAN, MIN, and MAX) 2. Type =, the function name, and then an opening parenthesis. 3. Type the range address or drag over the range on which you want to perform the function. 4. Type a closing parenthesis. 5. Press Enter. 2. Click the HOME Editing Group 3. Click the AutoSum dropdown arrow. 4. Click the desired function from the menu. 5. Verify the range. 6. Press Enter. Inserting a Function 2. Click the FMULAS Function Library Group 3. Click one of the function category buttons and click the desired function from the menu. Click the More Functions button, point to a category, and click the desired function. Using AutoCalculate 1. Select the range on which you want to perform the AutoCalculate function. 2. Review the AutoCalculate results in the status 3. To control the function results that appear on the status bar, right-click it and click the desired function. Creating Subtotals 1. Click the cells you want to subtotal. 2. Click the DATA Outline Group 3. Click the Subtotal button. 4. In the Subtotal dialog box, select options for the type of subtotal you want calculated and the placement of the subtotals. 5. Click OK. 1

2 LESSON 12: USING EXCEL TABLES Creating an Excel Table 1. Click in the range of data that will make up the table. 2. Click the INSERT Tables Group 3. Click the Table 4. In the Create Table dialog box, verify the range containing the table data. 5. Click OK. Inserting a Total Row 1. Click any cell in the table. 2. Click the TABLE TOOLS DESIGN Table Style Options Group 3. Click the Total Row check box. Formatting an Excel Table Applying a Table Style 1. Click any cell in the table. 2. Click the HOME Styles Group 3. Click the Format as Table 2. Click the TABLE TOOLS DESIGN Table Styles Group 3. Click the Table Styles More 4. Click the desired table style. Applying Formatting to a Table 1. Click any cell in the table. 2. Click the TABLE TOOLS DESIGN 3. Select from options in the Table Style Options and Table Styles groups. Sorting and Filtering an Excel Table Sorting a Table 1. Click the down arrow on the desired table column header. 2. From the menu, click the desired sort option. 1. Click the DATA Sort & Filter Group 2. Click the Sort 3. In the Sort dialog box, set the sort options as desired. 4. Click OK. Filtering a Table 1. Click the down arrow on the desired table column header. 2. From the menu, click to mark the desired column entries you want included in the filter. Converting a Table to a Range 1. Click any cell in the table. 2. Click the TABLE TOOLS DESIGN Tools Group 3. Click the Convert to Range 4. Click Yes in the dialog box to confirm the conversion. 2

3 LESSON 13: WKING WITH THE NOW FUNCTION AND NAMED RANGES Using the NOW Function to Display a System Date want to insert the date. 2. Type =NOW(). 3. Press Enter. Using Named Ranges 1. Select the range you want to name. 2. Click in the Name Box. 3. Type the desired range name and press Enter. 1. Select the range you want to name. 2. Right-click the selected range. 3. Click Define Name on the shortcut menu. 4. In the New Name dialog box, type the desired range name in the Name text box. 5. Click OK. 1. Select the range you want to name. 2. Click the FMULAS Defined Names Group 3. Click the Define Name 4. In the New Name dialog box, type the desired range name in the Name text box. 5. Click OK. 3

4 LESSON 14: WKING WITH IF FUNCTIONS Understanding IF Functions 2. Click the FMULAS Function Library Group 3. Click the Logical 4. Click IF. 5. Complete the Function Nesting Functions 2. Click the FMULAS Function Library Group 3. Click the Insert Function 4. In the Insert Function dialog category drop-down arrow and select the function category. select the desired function. 6. Complete the Function Using SUMIF() and SUMIFS() Functions 4. Click Math & Trig. click SUMIF or SUMIFS. Using COUNTIF() and COUNTIFS() Functions 4. Click Statistical. click COUNTIF or COUNTIFS. Using the AVERAGEIF Function 4. Click Statistical. click AVERAGEIF. 4

5 LESSON 15: WKING WITH TEXT FUNCTIONS Using the CONCATENATE Function 4. Click Text. click CONCATENATE. Using the UPPER and LOWER Functions 4. Click Text. click UPPER or LOWER. Using the LEFT, RIGHT, and MID Functions 4. Click Text. click LEFT, RIGHT, or MID. Using the TRIM Function 4. Click Text. click TRIM. 5

6 LESSON 16: USING FROZEN LABELS AND PANES Freezing Labels While Scrolling 1. Position the insertion point in the column to the right and/or the row below the data to be frozen. 2. Click the VIEW Window Group 3. Click the Freeze Panes 4. Click the desired freeze option on the menu. Unfreezing Labels 1. Click the VIEW Window Group 2. Click the Freeze Panes 3. Click Unfreeze Panes on the menu. Splitting a Worksheet into Panes 1. Click the cell to the right and below where you want the split to occur. 2. Click the VIEW Window Group 3. Click the Split Click and drag the split box at the top of the vertical scroll bar to split the window horizontally. Click and drag the split box at the right end of the horizontal scroll bar to split the window vertically. Removing a Split 1. Click the VIEW Window Group 2. Click the Split 6

7 LESSON 17: USING CONDITIONAL FMATTING AND FIND AND REPLACE Applying Conditional Formatting 1. Select the range to which you want to apply the conditional formatting. 2. Click the HOME Styles Group. 3. Click the Conditional Formatting 4. Point to the desired type of conditional format. 5. From the format s gallery, click the desired style. Modifying a Rule 1. Click the HOME Styles Group. 2. Click the Conditional Formatting 3. Click Manage Rules. 4. In the Conditional Formatting Rules Manager dialog box, click the Edit Rule button. 5. Modify the rule as desired. Using Find and Replace 1. Click the HOME Editing Group 2. Click the Find & Select 3. On the menu, click Replace. 4. In the Find and Replace dialog box, enter the text or values you want to find in the Find what box. 5. Enter the replacement text or values in the Replace with box. 6. Click the Options button to further specify the search. 7. Click Find Next to find each occurrence and then Replace to replace each occurrence. Click Replace All to replace all occurrences. 8. Click Close. 7

8 LESSON 18: ROTATING ENTRIES AND RESOLVING ERRS Rotating Cell Entries 1. Click the cell or range of cells whose entries you want to rotate. 2. Click the HOME Alignment Group 3. Click the Orientation button. 4. On the menu, click the desired rotation. Resolving a #### Error Message Double-click the right border of the column header to resize the column to the longest entry. 1. Click the HOME Cells Group 2. Click the Format 3. Click AutoFit Column Width on the menu. 8

9 LESSON 19: MANAGING WKSHEETS AND PERFMING MULTI- WKSHEET OPERATIONS Inserting, Deleting, Copying, Moving, and Renaming Worksheets Inserting a Worksheet Click the Insert Worksheet tab next to insert a new sheet. 1. Click the HOME Cells Group 2. Click the Insert button dropdown arrow. 3. Click Insert Sheet. Renaming a Worksheet 1. Right-click the sheet 2. Click Rename on the shortcut menu. 3. Type the new sheet name. Deleting a Worksheet 1. Click the HOME Cells Group 2. Click the Delete button dropdown arrow. 3. Click Delete Sheet. 1. Right-click the sheet 2. Click Delete on the shortcut menu. Moving or Copying a Worksheet 1. Right-click the sheet 2. Click Move or Copy on the shortcut menu. 3. In the Move or Copy dialog box, specify where you want to move the sheet and if you want to create a copy of the sheet. 4. Click OK. Changing the Color of a Worksheet Tab 1. Right-click the sheet 2. Point to Tab Color on the shortcut menu. 3. Click the desired color in the color palette. Hiding Sheets 1. Click the tab of the sheet you want to hide. 2. Click the HOME Cells Group 3. Click the Format 4. Click Hide & Unhide. 5. Click Hide Sheet. Unhiding a Sheet 1. Click the HOME Cells Group 2. Click the Format 3. Click Hide & Unhide. 4. Click Unhide Sheet. Grouping Worksheets for Editing and Formatting 1. Click the tab of the first sheet in the group. 2. Hold down Shift and click adjacent sheets you want to include in the group. Hold down Ctrl and click noncontiguous sheets you want to include in the group. Creating a Summary Worksheet Using Reference Formulas 1. Click the cell in the summary sheet to contain the formula. 2. Type =, followed by the function name, if applicable. 3. Click the tab of the sheet that contains the cell(s) you want to reference. 4. Click the cell or select the range. 5. Type a mathematical operator, if 6. Repeat to reference cells on other worksheets as 9

10 LESSON 20: MODIFYING PRINT OPTIONS Printing a Selection 1. Select the range you want to print. 2. Click FILE. 3. Click Print. 4. In the Backstage view, under Settings, click the first drop-down arrow. 5. Click Print Selection. 6. Click the Print Printing All the Worksheets in a Workbook 1. Click FILE. 2. Click Print. 3. In the Backstage view, under Settings, click the first drop-down arrow. 4. Click Print Entire Workbook. 5. Click the Print button Setting Manual Page Breaks 1. Click the cell below and to the right of where you want to insert the page break. 2. Click the PAGE LAYOUT 3. Click the Breaks 4. Click Insert Page Break. Changing Page Breaks Using Page Break Preview 1. Click the VIEW Workbook Views Group 2. Click the Page Break Preview Click the Page Break Preview button on the status bar. 3. Drag the dashed or solid page break line to the desired position. Removing Page Breaks 1. Switch to Page Break Preview. 2. Drag the solid line to the margin and off the worksheet. 1. Click the cell below or to the right of the page break. 2. Click the PAGE LAYOUT 3. Click the Breaks 4. Click Remove Page Break. Setting the Print Area 1. Switch to Page Break Preview. 2. Select the range to print. 3. Click the PAGE LAYOUT 4. Click the Print Area button. 5. Click Set Print Area. Clearing the Print Area 1. Click the PAGE LAYOUT 2. Click the Print Area button. 3. Click Clear Print Area. Repeating Row and Column Labels 1. Click the PAGE LAYOUT 2. Click the Print Titles button. 3. In the Page Setup dialog box, on the Sheet tab, click the Collapse Dialog button on the Rows to repeat at top box. 4. Select the rows to repeat. 5. Click the Expand Dialog 6. Repeat steps 3-5 to specify the columns to repeat in the Columns to repeat at left box. 7. Click OK. Selecting Sheet Tab Options 1. Click the PAGE LAYOUT 2. Click the Page Setup dialog box launcher. 3. In the Page Setup dialog box, click the Sheet 4. Select options as desired. 5. Click OK. Printing Gridlines 1. Click the PAGE LAYOUT Sheet Options Group 2. Under Gridlines, click to mark the Print box. 10