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OFF105: MS Excel (Beginning and Intermediate) for Advocates Jeff Narabrook www.lsntap.org.

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Presentation on theme: "OFF105: MS Excel (Beginning and Intermediate) for Advocates Jeff Narabrook www.lsntap.org."— Presentation transcript:

1 OFF105: MS Excel (Beginning and Intermediate) for Advocates Jeff Narabrook

2 Lists of data Contacts, dates, etc. Financial tracking Budgets Charts and graphs Grant Reporting Customized calcuation sheets Import and export data

3 What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill Function Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007 Todays Agenda

4 Spreadsheet program allowing data entry into rows and columns Very useful for managing certain types of data Your funders and partners expect you to be able to use it!

5 What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill Functions Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007 Todays Agenda

6 Name Box Formula Bar Cell References Making Formulas Workbook and Worksheets

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8 A colon indicates a range of cells B1:B5 (B1 through B5) A comma indicates only individually listed cells B1, B2, B3, B5 (does not include B4)

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11 Formulas contain An = sign Cells or cell references Calculation symbol

12 =(B1+B5)Addition =(B1-B5)Subtraction =(B1*B5)Multiplication =(B1/B5)Division =(B1%B5)Percentage =(B1^B6) Exponential Equations =SUM (B1:B5) =AVERAGE (B1:B5)

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14 Excel documents are called workbooks which contain worksheets Worksheets are meant to contain sets of data that can be linked to another

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16 What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill Function Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007 Todays Agenda

17 Managing worksheets Renaming Moving Adding/Deleting Linking worksheets together Why? How?

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19 Why link worksheets? How do you link worksheets? Move the cursor to the desired cell on the other sheet, type = and select the cell you want referenced.

20 Manual link with Excel code: =sheetname!cell reference; For example =Budget!B13 will give you the contents of cell B13 in worksheet named Budget Make sure to use single quotes if the title has a space Ex. Worksheet Budget Summary will be linked as =Budget Summary!A1 You can also rename cells in the name box for easier linking codes No numbers or spaces

21 What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill and Function Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007 Todays Agenda

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24 Formatting Cells AutoFit Number Merge and Center Background Fill Font Alignment Sort Border Protection

25 Freezing a row and/or column can make spreadsheets much easier to edit, by keeping your primary headers always in view

26 To Freeze a Row: Put cursor in first cell immediately below the row you want to freeze. Go To Window on the Menu Click Freeze Panes Notice the Line that demarks it as frozen To Unfreeze: Go to Window on the Menu Click Unfreeze

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32 File Menu|Page Setup|Sheet Repeat Rows/Columns Prints your primary headings on every page Header/Footer Creates a header/footer for each page Add/remove gridlines Add or removes cell grid lines Adjust margins Adjusts page margins

33 What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill Function Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007 Todays Agenda

34 Allows you to conveniently replicate content and formulas across columns or rows

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37 Click on lower right-hand corner until a + shape appears. Keeping your mouse button depressed, drag below to the cells you want filled.

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41 What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill Function Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007 Todays Agenda

42 Relative is the default. Relative: Copies formulas across a worksheet, but does not copy a fixed value in a static cell. Absolute: Copies a specific cell reference and its value to other cells.

43 What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill Functions Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007 Todays Agenda

44 Click Insert | Chart Pick type of Chart or Graph Type Enter Data Range Add Legends and other frills

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50 What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill Function Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007 Todays Agenda

51 Survey Tool Data Contact Lists from other Databases PIKA Reports Contact Lists

52 What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill Function Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007 Todays Agenda

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55 Jeff Narabrook


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