Introducing Excel Jason C. H. Chen, Ph.D. Professor of Management Information Systems School of Business Administration Gonzaga University Spokane, WA 99258, USA

2 Excel Skills Open Microsoft Excel Close a workbook and Exit Excel

3 Key Terms (p. EX-4) Cell The intersection of a row and column in a worksheet. All worksheet data is contained in cells. Active cell The cell in which you can enter data or perform calculations. You make a cell active by clicking it. The active cell is surrounded by a thick border. Address A naming system consisting of the column letter and row number for specifying any cell in a worksheet.

4 Key Terms Application title bar The title bar for Microsoft Excel that appears above the workbook window for each open workbook, and contains the controls to minimize, maximize, restore, and close Excel. Formatting toolbar The toolbar appearing at the top of the application window that contains buttons and boxes for formatting one or more cells. Formula bar A bar near the top of the window that displays the constant value or formula used in the active cell. To enter or edit values or formulas, select a cell, type the data, and then press W. You can also double-click a cell to edit data directly in the cell. An equal sign is always precedes a formula.

5 Key Terms Label Text in Excel that defines the structure of a worksheet. Non-adjacent cells A selection of worksheet cells that are not adjacent to one another. Row A horizontal storage area in Excel. Rows A selection of more than one row in a worksheet.

6 Key Terms Scroll bars The shaded bars along the right side and bottom of a window. To scroll to another part of the file, drag the box or click the arrows in the scroll bar. Sheet tabs A tab near the bottom of a workbook window that displays the name of a sheet. Click the sheet tab to make a sheet active. To display a shortcut menu, click a tab with the right mouse button. To scroll through the sheet tabs, use the tab scrolling buttons to the left of the tabs."

7 Key Terms Standard toolbar A toolbar displayed in the application window containing buttons to accomplish common tasks such as saving files, opening files, printing, and so on. Status bar The bar near the bottom of the screen that displays information about a selected command or an operation in progress. The right side of the status bar shows whether keys such as X, Z, or Y are turned on. Choose Status Bar on the View menu to display or hide the status bar.

8 Key Terms Text Letters and numbers added to worksheet cells. What if? A “what if” analysis is the process of changing certain worksheet values to see the impact these changes have on other values.

9 Key Terms Workbook An Excel file containing one or more worksheets. Worksheet A two-dimensional grid of data in a row-and- column format in an Excel workbook. Worksheet area The specific portion of a worksheet in which you enter data, format cells, or enter formulas.

10 Objectives Describe electronic spreadsheets and explain what they are used for Define common spreadsheet concepts Explain what steps are required to build an electronic workbook Launch Microsoft Excel Identify the Excel user interface Close a workbook and Exit Excel Describe the topics covered in each chapter of this book

11 Seven Steps for Developing Excel Workbooks 1. Determine the purpose 7. Print and Distribute 2. Enter Text 3. Enter Numbers 4. Construct Formulas 5. Test the Worksheet 6. Create Charts

12 Seven Steps for Developing Excel Workbooks

13 Contents Part I. Designing Complex Workbooks Proj. 1: creating 3-D workspace, Proj. 2: logical and Lookup functions, Proj. 3: sorting, grouping, and filtering sales data Proj. 4: formatting, displaying, printing, and publishing workbooks Part II. Analyzing Data with Excel Proj. 5: creating interactive pivotTable reports Proj. 6: using analysis toolpak to analyze sales transactions

14 Contents (cont.) Part II. Analyzing Data with Excel (cont.) Proj. 7: forecasting values with What-If analysis using data tables, scenarios, Goal Seek, and solver Part III. Integrating Data, Collaborating with Others, and Customizing Excel 2000 Proj. 8: using Excel’s Auditing and Collaboration features. Proj. 9: using Visual Basic for Applications (VBA) to customize and automate Proj. 10: information sharing

15 Answers to Study Questions Multiple Choice 1.c 2.d 3.b 4.d 5.d Short Answer 1.active cell 2.by it’s column letter and row number 3.horizontal 4.text 5.an equal sign Fill in the Blank 1.formula 2.cells 3.worksheet 4.data or what if 5.labels, numbers, formulas text, functions For Discussion 1.A workbook contains one or more worksheets. A worksheet is where you enter data. 2.A function is a predefined formula that performs calculations by using specific arguments in a particular order. Functions can be used in a formula.

Introducing Excel Introduction