1. Beginner - Intermediate
Microsoft Excel
Excel 2010 Tutorial For Beginners #1 - Overview (Microsoft Excel)
Excel Formula Basics: How to use the SUM, COUNT, AVERAGE formulas to set up summary tables
GCFLearnFree.org: Microsoft Excel 2013 video playlist
Beginner - Intermediate

2. Create and Manage Worksheets and Workbooks
Agenda
Create and Manage Worksheets and Workbooks: Getting Started with Excel, Create Cells and Ranges, Create Tables, Apply Formulas and Functions, Create Charts and Objects, Sharing and Collaborating
Create and Manage Worksheets and Workbooks
Getting Started with Excel, Creating and Opening Workbooks, Saving and Sharing Workbooks, Cell Basics Modifying Columns, Rows, and Cells, Formatting Cells, Worksheet Basics, Page Layout, Freezing Panes, View Options, Printing Workbooks
Create Cells and Ranges
Sharing and Collaborating
Track Changes and Comments, Protecting Workbooks
Track Changes and Comments
Finalizing and Protecting Workbooks
Apply Formulas and Functions
Relative and Absolute Cell References, Simple Formulas, Complex Formulas, Functions, PivotTables, What-If Analysis

3. How to Login Access www.lifetimelearning.org.uk
Scroll down the page, on the bottom right of the page there will be Login menu.
Enter your login credential then you will be redirected to the Training Page.

4. Improve knowledge and understanding of Microsoft Excel
Goal
Improve knowledge and understanding of Microsoft Excel

5. Worksheets and Workbooks

6. The Workbook Document title Name of cell Column Formula bar
Highlighted cell
Document title- give the document a relevant name
Highlighted cell- shows selected cell(s)
Name of cell- displays name of selected cell(s). Naming convention in MS Excel: column= letters, rows=numbers.
Worksheet tabs- one workbook can contain different tabs that you can switch between
Formula bar- displays formula in selected cell
Row
Worksheet tabs
Document view

7. Creating and Opening Workbooks
New
Blank Workbook
Template
Open
Existing Workbook

8. Saving
Save as
Save
Use Save as when you are first saving to give your document a name
Use Save as to make a copy
Remember to save as you go along!

9. Sharing

10. Worksheet basics Moving worksheet tabs Renaming worksheet tabs
Click on the tab and drag it to where you want it to be moved
Renaming worksheet tabs
Right-click on the tab and select rename
Create copy of worksheet
Right-click and select move or copy
Tick ‘create a copy’

11. Selected cell(s) names
Cell basics
What are cells?
The intersection of rows and columns
Cell name is made of column letter and row number
Selected cell(s) names
Selected column = D
Selected row = 4
Selected cell = D4

12. Cell ranges
It is possible to select a group of cells

13. Cell content Inserting content Deleting content
Select desired cell
Begin typing
Deleting content
Select desired cell(s)
Press delete to delete all cell content
Double-click to allow editing

14. Cut, copy and paste Cut → Paste Copy → Paste
moves content
Copy → Paste
duplicates content
Several Paste options available

15. Find and replace

16. Columns, rows and cells Modify width/height Modify all
Autofit- double click
Modify all

17. Insert and Delete rows/columns
Select row/column
Home tab → Insert
Insert cells
Insert sheet rows
Insert sheet columns

18. Hide and unhide rows and columns
Select row/column Right-click → Hide/unhide

19. Page layout

20. Freeze panes and view options

21. Printing workbooks

22. Entering data Select cell by click once on the cell
Type text/numbers etc
Press enter

23. Formatting data
Selecting a cell applies the changes to all text in the cell
Font Style
Font Size
Font Colour
Boldface, Italics, Underline
Alignment (vertical and horizontal)
Format painter

24. Formatting attributes
Can change the way letters, numbers or dates are displayed

25. Cells and Ranges

26. Groups and subtotals

27. Sparklines

28. Conditional formatting

29. Selecting a range of cells
Select a cell
Hold down the mouse button and drag the mouse until the desired cell range is covered

30. Wrapping text and merging cells

31. Borders and fill Border Fill Border: Select the cell/range of cells
Choose which sides of the cell/range will have a border
Fill:
Choose colour

32. Filling Data Used to ‘autofill’ data in a series e.g. numbers or dates
Enter the first couple points in the series into separate cells e.g. 1 and 2
Select these cells
Put the mouse over the small box on the bottom right hand corner of the selection
Mouse handle will change to a small black cross
Drag the mouse pointer down as needed

33. Tables

34. Making a table 1. 2. 3.
Step 1: Select table range, click insert, select table
Step 2: Select whether table columns already has headers

35. Formatting a table Design → Quick styles Insert Rows/Columns
Right click on the cell
Select Insert
Choose ‘Table columns to the left’ or ‘Table rows above’ the selected cell
Change row/column height
Deleting rows
When inserting rows and columns, make sure to select the row or column by clicking its heading so all of the cells in that row or column are selected. If you select just a cell in the row or column, only a new cell will be inserted.

36. Filtering and sorting data in tables
Lets you view specific data
Select header row
Data → Filter
Use the white drop-down arrows to choose how you filter your data
Can also be used to sort data
Filter for income over 10 weekly
Sort Income source alphabetically
View only income from employment
Symbol appears when a filter is in effect

37. Sorting data

38. Filtering data

39. Formulas and Functions

40. BODMAS 4*3+2-1 = 13 or 19? (4*3)+2-1 = 13 4*(3+2)-1 = 19 Brackets ()
Orders ^
Division /
Multiplication *
Addition +
Subtraction -
4*3+2-1 = 13 or 19? (4*3)+2-1 = 13 4*(3+2)-1 = 19

41. Entering formulae Select the cell
Enter an equal sign to let Excel know a formula is being entered
1. Using the example of the 4 times table
Column E contains formulae
In cell E3 type “=A3*C3”
Press enter
2. Select E4 and drag the small box at the bottom right corner to E14 to fill the rest of column E
If the result of a formula is too large to be displayed in a cell, it may appear as pound signs (#######) instead of a value. This means the column is not wide enough to display the cell content. Simply increase the column width to show the cell content.
Explain using filling function for formulas:
-uses corresponding cells
-to create an absolute reference cell put dollar signs around the cell name eg $C$1
-explain the equal sign in column D is created by putting ‘ in front of the equal sign
Edit formula using formula bar

42. AutoSum
Select the cell Click on the drop-down menu by the sum function highlighted in a red box Select the cells you would like to calculate the sum of Press enter Select the cell with the sum- notice the formula in the formula bar

43. Charts and Objects

44. Making charts Select the data to use in your chart
Insert→ Choose chart type (e.g. bar chart)
Design
Change chart type
Change chart colours
Give the chart a title
Bar charts comparing spend and desired spend
Do not include totals in chart range as this will distort the data

45. Protecting Workbooks and Wroksheets

46. Protecting Changes

47. @Leadership Everyday - Pradeep
Take-Aways
By the end of this training you should:
Grasp the basics of Microsoft Excel- formatting, tables and charts
Understand the use of Excel in budgeting
Self reading for more insights:
The Budget Planner-
The Money Advice Service-
Excel 2010, GCF LearnFree.org-
Saving:
@Leadership Everyday - Pradeep

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