A0.8.0.0 SPREADSHEET APPLICATION
A0.8.0.0 SPREADSHEET APPLICATION
SPREADSHEET APPLICATION
LESSON OBJECTIVES
The student will be able to:
• Enter and save data.
• Edit data.
• Demonstrate the various ways of displaying data.
• Apply protection techniques to data.
• Format numbers, decimal points, dates, times.
• Highlighting values that meet specified conditions.
• Merge and split cell
• Sort and query for information.
• Create graphs and charts to represent data.
• Edit and format charts.
• Protect data and worksheets.
• Work with functions in spreadsheet applications.
• State the importance of the “Help Facility” in Spreadsheet Application.
• Analyse data in a worksheet using pivot tables/dynamic crosstab.
SPREADSHEET
It is an interactive computer application for organisation, analysis and storage of data in a tabular form.
Example Microsoft Excel.
Microsoft Excel is a commercial spreadsheet application written and distributed by Microsoft for
Microsoft Windows and Mac OS X. It mostly used for;
- Tracking sells or expenses (revenue).
- Maintaining large list of data (Student Assessment)
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A. Ribbon
Ribbon contains commands organized in three components:
- Tabs: They appear across the top of the Ribbon and contain groups of related commands. Home,
Insert, Page Layout are the examples of ribbon tabs.
- Groups: They organize related commands; each group name appears below the group on the
Ribbon. For example, group of commands related to fonts or group of commands related to
alignment etc.
- Commands: Commands appear within each group as mentioned above.
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You can configure the status bar by right-clicking anywhere on it and by selecting or deselecting options
from the provided list.
J. Worksheet Tab
It used to display the worksheet that a user is currently editing. Every Excel File may have multiple
Worksheets. Worksheet is a single page in a workbook file that consists of cells where data is kept and
manipulated. Workbook is the collection of one or more worksheets in a single Excel file.
K. Cell
A cell is the intersection of a column letter and a row number. The cell address can be found in the Name
Box just above column A. There are over 17 billion cells in each worksheet!!!!
L. Active Cell
Is a cell in Excel spreadsheet that is currently selected by clicking mouse pointer or keyboard keys. An
active cell is bounded by a heavy border around it. A spreadsheet cell in which values or formulas may be
entered.
M. View Buttons
The group of three buttons located to the left of the Zoom control, near the bottom of the screen, lets you
switch among excels various sheet views.
- Normal Layout view: This displays the page in normal view.
- Page Layout view: This displays pages exactly as they will appear when printed. This gives a full
screen look of the document.
- Page Break view: This shows a preview of where pages will break when printed.
N. Zoom Control
Zoom control lets you zoom in for a closer look at your text. The zoom control consists of a slider that you
can slide left or right to zoom in or out. The + buttons can be clicked to increase or decrease the zoom
factor.
O. File Tab
The File tab replaces the Office button from Excel 2007. You can click it to check the backstage view,
where you come to open or save files, create new sheets, print a sheet, and do other file-related
operations.
First column of the backstage view will have the following options:
OPTION DESCRIPTION
Save If an existing sheet is opened, it would be saved as is, otherwise it will display a
dialogue box asking for the sheet name.
Save As A dialogue box will be displayed asking for sheet name and sheet type. By default,
it will save in sheet 2010 format with extension .xlsx
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Open This option is used to open an existing excel sheet.
Close This option is used to close an opened sheet.
Info This option displays the information about the opened sheet.
Recent This option lists down all the recently opened sheets.
New This option is used to open a new sheet.
Print This option is used to print an opened sheet.
Save & Send This option saves an opened sheet and displays options to send the sheet using
email etc.
Help You can use this option to get the required help about excel 2010.
Options Use this option to set various option related to excel 2010.
Exit Use this option to close the sheet and exit.
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EDITING WORKSHEET
Entering data
Entering text or a number in a cell:
Conditional Formatting
Conditional Formatting (CF) is a tool that allows you to apply formats to a cell or range of cells, and have
that formatting change depending on the value of the cell or the value of a formula.
The simplest Conditional Formatting uses the Cell Value Is option in the CF dialog box, and uses one of the
pre-set comparison operations.
Editing Data
Activities to perform on data
• Conditional formatting
• Custom number format
• Import text file
• Paste special option etc.
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Conditional formatting
To apply a format condition to a cell or range of cells:
1. Select the range to which you want to apply the format condition
2. Click the Format button on the dialog box. You will see the standard cell-formatting dialog.
3. Select the format type you want to apply
Custom number format
Excel has many built-in formats that you can use: Currency, Accounting, Date, Time, Percentage, etc. If
you cannot find the right format, you can create a custom number format.
Steps to use Number format
1. Select a cell you want to work in.
2. Go to Number format on the ribbon. OR right click and select format cell.
3. Select the format you want from the format cell (e.g., currency, date, time, percentage,
Accounting, etc.)
4. Click ok
5. Type the number format selected
6. Press the enter key or tab button.
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Import text file
Setting up which file (type) to import
First, select the sheet where your data needs to appear. Note that the following steps differ for the
various Excel versions.
1. On the ribbon, click the data tab and then click the "From Text" button on the "Get External data"
group.
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Activities to perform on data
To Unfreeze:
1. To unfreeze rows or column
2. Click on freeze pane
3. Click unfreeze pane
What-if Analysis
1. Go to the data tab, click what if analysis
2. Click scenario manager
• Add a scenario by clicking on add
• Type a name (e.g., 60% highest), select cell (e.g., C4) (% sold for the highest price) for changing
cells and click ok.
• Enter corresponding values (0.6) and click on ok again
• Next add 4 other scenarios (70%, 80%, 90% and 100%)
3. Goal Seek
• On the data tab, in the forecast group, click what-if Analysis
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• Click goal seek
• Select the cell (e.g., D10)
• Click in the ‘to value’ box and type (e.g., 4700)
• Click in the ‘By changing cell box and select cell (e.g., C4)
• Click ok
4. Data table
• Select the entire matrix area. (let’s say B6:F15)
• Be sure to select the cell that contains the formula or function. (Say B6)
• Click the data tab.
• From the What if Analysis drop-down, choose data table
• The row input cell is the term value (enter C4 original input value)
• The column input cell is the interest rate (enter B4)
• Click ok to generate the data Table
Data Protection
Adding password to protect data (Protecting sheet):
5. Go to Home tab
6. Click format at cell column on the ribbon to open dropdown list
7. Click on protect sheet
8. Check and uncheck the desired options
9. Enter password desire, re-enter the same password
10. Click ok to protect the sheet
Locking cell
1. Select the cell desire to lock
2. Go to home tab on the ribbon
3. Click format at cell column to open dropdown list
4. Click on lock sheet
Removing password (Unprotecting sheet):
1. Go to Home tab
2. Click format on the ribbon to open dropdown list
3. Click on unprotect sheet
4. Enter the password
5. Worksheet is done unprotected
FORMATTING WORKSHEET
Format Numbers, Decimal Points, Dates & Time
DATA HANDLING
Sort in Excel
Sorting data is an integral part of data analysis
Sorting can be done ascending or descending order, numerically, alphabetically or chronologically (order
of time), compile a list of product inventory levels from highest to lowest etc. To sort:
1. Select a cell in the column you want to sort
2. On the Home tab, Click sort & filter in Editing panel
3. Select the option you want to apply e.g., custom sort, filter, A to Z, Z to A
4. Click to apply
Using custom Sort
1. Select the columns you want to sort
2. On the ribbon, click data then sort
3. Dialog box appear, select the column you want to sort by
4. From the order dropdown, select custom list
5. In custom list tab, select the list you want and then click ok to sort the worksheet.
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Query in Excel
A query is a request for data or information from a database table or combination of tables.
Using Excel Query, you can extract data from various source such as:
Excel Files – you can extract data from External Excel files as well as run a SELECT query on your current
workbook.
Access – you can extract data from Access Database files.
MS SQL Server – you can extract data from Microsoft SQL Server tables.
How to Create a Microsoft Query in Excel
1. Open the MS Query (from Other Sources) wizard. Go to the DATA Ribbon Tab and click From Other
Sources. ...
2. Select the Data Source. Next, we need to specify the Data Source for our Microsoft Query. ...
3. Select Excel Source File. ...
4. Select Columns for your MS Query. ...
5. Return Query or Edit Query. ...
6. Optional: Edit Query. ...
7. Import Data.
• Add, remove or change chart elements such as chart title, data table, data labels, axes title,
Legend, gridlines etc.
Chart Style
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4. On design, go to add elements and click to select the desire elements
(chart title, data table, data labels, axes title, Legend, gridlines etc.)
5. Quick Edit of Chart title
o Click the Chart title in the chart
o Click to bring the insertion cursor to edit title
Chart Style
Steps
1. Click to select the chart in the worksheet
2. Click chart tools tab and click on design
3. Click the chart style or the colour scheme desire
Chart Filter
Steps
1. Click to select the chart in the worksheet
2. Click the filter icon
3. Select and deselect which categories and values to be visible
4. Click apply to effect change
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USING FUNCTIONS & FORMULAS
Formulas and Functions
Formula is a self-defined instruction for performing calculations. Formula can be combination of values
(number of cell references) and mathematical operators in algebraic expressions.
Mathematical Operators:
• + (addition)
- (subtraction)
• (multiplication)
• / (division)
• % (percentage)
• ^ (exponents)
Functions
Function is a pre-defined formulas in excel that is intended to carry out a specific calculation, logic tests,
formats, etc. in cell which is located.
Functions perform calculations by using specific values, called arguments, in a particular order called
syntax.
The most logical solution would be to type ’=AVERAGE(B2, C2)’ into cell.
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• The equal sign begins the function.
• AVERAGE is the name of the function.
• B2, and C2 are the arguments.
• Parentheses enclose all of the arguments.
• Commas separate each of the arguments.
Components of Functions
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Using insert function
1. Go to the formulas tab
2. Click the insert function icon ‘fx’ in the formula bar
3. Insert function dialog box appears
4. Select a category and the function. e.g., IF and click ok
5. Input the function argument by clicking to select the first cell range(number 1) and second cell
range (number 2)
NB: Number of cell range depends on the function
6. Click ok
Built-in-functions
Mathematical Calculations
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Sum If Adds the cells specified by one or many given
criteria
Round
E.g., Rounding up to 2 decimal places 4.125 in cell B,
=Round(B2,2) returns 4.13
Trunc
E.g. 2.2 or 2.7 in cell A, =trunc(A1,0), returns 2
Mod
E.g. =Mod(32,6), returns 2 because you have 5 times 6 in 30 and the remainder is 2.
Sqrt & Power
E.g., =sqrt (16) returns 4, OR =Sqrt (C1) return 4 if the cell value in C1 is 16.
Power (4,2) returns 16 (4 times 4) OR =Power(C1,2), returns 16, if the cell value in C1 is 4.
Conditional Calculations
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IF function is a logical function that is one of the two possibilities (true or False).
The syntax is =IF (logical-test, value-if-true, value-if-false)
E.g., =IF(B6>=50, “Pass”, “Fail”)
True False
Comparison Operators
Symbols Used
• = equal to
> greater than
VLOOKUP
VLOOKUP function searches vertically (top to bottom) the leftmost column of a table (either in the same
sheet, another sheet or another workbook) until a value that matches or exceeds the one you are looking
up is found.
Syntax
=VLOOKUP(lookup_value,table_array,col_index_num,[range_lookup])
OR
=VLOOKUP(lookup value,lookup table range, volume column)
An example of the formula is: =VLOOKUP(E2,D2:M3,2,TRUE)
• The English translation is using the value found in the cell E2, look in the range of D2 to M3 row by
row.
• If you find a value that matches or exceeds the value in E2, using that row, go over 2 columns to
the right, grab the value there and bring it back.
• There are two range lookup argument options; TRUE (1) or FALSE (0)
o True: looks for approximate value within the column, but not larger
o False: looks for exact match and uses that row to access the desired information.
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Inserting VLOOKUP function in a table
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Pivot Tables/Crosstab
Pivot table is used to summarise, analyse, explore and present your data with ease.
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Display data in a pivot table / crosstab by a defined criterion
Features available in crosstab tables that are not available in PivotTables.
• In a crosstab table, you can use the same field for both your row heading and your column
heading. Pivot table will not use the same field for both headings; if you attempt to do this, the
column heading will be ignored.
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• When a criteria range is defined on a worksheet, the crosstab table will include only the data that
meets the criteria. A Pivot table will use all of the data in a list, ignoring any ranges named ‘criteria’
or the result of an AutoFilter.
o To create a Pivot table from selected records in database, use the Advanced Filter to copy
the result set to a different location and specify a criteria range. Then, create the Pivot
table from the result.
LESSON ASSESSMENT
OBJECTIVES
1. To select multiple non-adjacent cells in a worksheet, click the cells while holding down the
A. ALT key
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B. CTRL Key
C. CTRL + ALT keys
D. SHIFT key
2. Which of the following displays the content of an active cell in a worksheet?
A. Formula bar
B. Menu bar
C. Name box
D. Status bar
3. The process of identifying specific rows and columns so that these rows and columns are always
visible on the screen is called
A. Fixing
B. Freezing
C. Locking
D. Selecting
4. In spreadsheet, which of the following is a text function?
A. COUNT()
B. DMAX()
C. ROUND()
D. UPPER()
5. A red triangle at the right corner of a cell in a spreadsheet program indicates that
A. The value in the cell is incorrect
B. The cell cannot accept formula
C. There is a comment associated with the cell
D. The formula entered into the cell has an error
6. Which of the following symbols is required when inserting a formula/function in a spreadsheet
application?
A. //
B. #
C. *
D. =
7. Spreadsheet applications are designed to
A. Create QBasic programs for display
B. Generate slides for presentation
C. Store, edit and format graphics and other images
D. Enter and store data organised in rows and columns
8. Which of the following symbols can be used to concatenate in a spreadsheet application?
A. & and ?
B. + and ^
C. , and –
D. + and &
9. When a user creates two or more separate windows containing part of the spreadsheet that can
be viewed, such a user has created
A. Panes
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B. Sections
C. Subsets
D. Views
10. The function key F12 in a spreadsheet application opens the
A. Close dialogue box
B. Font dialogue box
C. Open dialogue box
D. Save as dialogue box
11. In spreadsheet, a user can create a relationship between two cells using
A. Formula
B. Numbers
C. Parentheses
D. Text
12. To view headers and footers information in a spreadsheet application, use the
A. Web layout button
B. Print layout view
C. Normal view button
D. Outline layout button
13. Which of the following formulas will spreadsheet not be able to compute?
A. = SUM(Sales) – A3
B. = SUM(A1:A5)*5
C. = SUM(A1:A5)/(10-10)
D. = SUM(A1:A5) – 10
14. Ms. Excel files have the default extension
A. .doc
B. .ppt
C. .txt
D. .xls
15. Which of the following terms is not a valid data type in a spreadsheet application?
A. Character
B. Date
C. Number
D. Text
SUBJECTIVE
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MARKS GRADES
From 80 – 100 A
From 70 – 79 B
From 60 – 69 C
From 40 to 59 D
Below 40 F
2. A) What is electronic spreadsheet application?
B) State four benefits of using an electronic spreadsheet application.
PRACTICAL
1. A) Use an appropriate spreadsheet application to enter the following data:
2. A) Use spreadsheet application to create the table below and save as RESULTS in the folder created.
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