UNIT 1_Basics of Spreadsheets
UNIT 1_Basics of Spreadsheets
No. of
Unit Content
Hours
1 Basics of Spreadsheets
1. Creating and Navigating worksheets
2. Adding information to worksheets
3. Types of data, entering different types of data such as texts, numbers, dates,
functions.
4. Importing data from different sources
5. Quick way to add data Autocomplete, Autocorrect, Auto fill, Auto fit.
6. Undo and Redo.
7. Moving data
8. Contiguous and Non-contiguous selections
9. Selecting with keyboard
10. Cut-Copy, Paste 15
11. Adding and moving columns or rows
12. Inserting columns and rows.
13. Find and replace values
14. Spell check.
15. Formatting cells, Numbers, Date, Times, Font, Colours, Borders, Fills.
16. Adding, removing, hiding, and renaming worksheets.
17. Add headers/Footers to a Workbook
18. Page breaks and Preview.
19. Creating formulas, Inserting functions
20. Cell references: Absolute, Relative
Navigating in Excel
To move from cell to cell, you have two basic choices:
Use the arrow keys on the keyboard. Keystrokes move you one cell at a time in any direction.
Click the cell with the mouse. A mouse click jumps you directly to the cell you’ve clicked.
As you move from cell to cell, you see the black focus box move to highlight the currently
active cell.
Key
Combination Result
→ (or Tab) Moves one cell to the right.
← (or Moves one cell to the left.
Shift+Tab)
↑ Moves one cell up.
↓ (or Enter) Moves one cell down.
Page Up Moves up one screen. Thus, if the grid shows 10 cells at a time, this key moves to
a cell in the same column, 10 rows up (unless you are already at the top of the
worksheet).
Page Down Moves down one screen. Thus, if the grid shows 10 cells at a time, this key moves
to a cell in the same column, 10 rows down.
Home Moves to the first cell (column A) of the current row.
Ctrl+Home Moves to the first cell in the top row, which is A1.
Ctrl+End (or Moves to the last column of the last occupied row. This cell is at the bottom-right
End, Home) edge of your data.
1.3 Types of data, entering different types of data such as texts, numbers, dates, functions.
To determine the data type in Excel, right-click on any cell or a range of cells and
choose Format Cells. The Number tab here will display the available data types, such
as Number, Date, or Text
Alternatively, you can go to the Number group from the Home tab and see the data types.
Different Data Types in Excel
Data types help you insert data into the document correctly. If there are incorrect data types within
the dataset, the data can be misrepresented and cause calculation errors. So, knowing what data
types are suitable for datasets is important.
Common data types in Excel:
Number data
Number data can be any value, including large numbers, small fractions, or qualitative data. Keep
in mind, there are subtle differences. For example, in a case where one cell has financial data and
another has a date, Excel registers them both as Numeric, yet they are not identical.
The Currency data type works with financial data. It formats monetary values and ensures that
financial data is accurately represented by appropriate currency symbols and decimal places.
Here’s how you can apply the currency data type. Here we will convert numbers into currency.
Select the range of cells you want to change.
Right-click.
Select the Format cell option, and a dialog box will appear.
Go to the Number tab.
Select the Currency data type and format your values.
All the selected columns have been converted to the currency data type. You can modify the
currency symbol and decimal placement according to your preferences.
Date and Time
Date and Time data types store dates and times in different formats. These formats help with
chronological data analysis, scheduling, and time-sensitive calculations.
Let's take a look at the example of how to convert a Text into a Date. For time formatting, follow
these steps and select the Time data type instead.
First, select the cell you want to change.
Right-click on the cell.
Select the Format cells option.
Go to the Number tab.
Select the Date data type and format your values.
Depending on your goal, there might be additional steps:.
If you want to write the current time, simply write =NOW().
To convert the date to Text, all you have to do is apply =TEXT(Cell number,
"MM/DD/YYYY").
Percentage
The Percentage data type converts numbers into percentages, making it easier to read and
interpret ratio data and proportional values.
Here’s how you can convert numbers to percentages:
Select the range of cells you want to change.
Right-click on it.
Select the Format cell option, and a dialog box will appear.
Go to the Number tab.
Select the Percentage data type and format your values.
Adjust the decimal places.
Fractions
You can use the Fraction data type to display your value in fractions instead of decimals.
You can convert decimal numbers to fractions.
Select the range of cells you want to change.
Right-click on it.
Select the Format cell option, and a dialog box will appear.
Go to the Number tab.
Select the Fraction data type and format your values.
Adjust your fractional type.
Text data
Text data is the basic type that allows you to input characters, including alphabetical, numerical,
and special symbols.
Unlike number data, symbols inputted as Text do not support calculations. That’s why you can
manually manage Text and Number data according to your needs.
However, by default, Excel interprets figures it does not understand as text data.
To convert Numbers to Text, here’s what you have to do:
Highlight the cells or columns with text data you wish to change.
Right-click on the selected cells.
Click Format cells.
Go to the Number tab.
Select the Text data type.
1.5 Quick way to add data Auto complete, Autocorrect, Auto fill, Auto fit.
Autocomplete
You can turn automatic completion of cell entries on or off
Excel completes text entries that you start to type in a column of data — if
the first few letters that you type match an existing entry in that column. If
you want to stop automatic completion, you can turn this option off.
1. Click File > Options.
2. Click Advanced, and then under Editing options, select or clear
the Enable AutoComplete for cell values check box to turn this
option on or off.
It's supposed to work as per below, so because Apple is already in my list when I type A it comes
up.
Autocorrect
Autocorrect is a feature that corrects common misspellings and typing errors as you type. It's
more focused on improving your typing accuracy. For example, if you type "teh" by mistake,
Autocorrect will automatically change it to "the."
To edit Autocorrect options in Excel:
o Go to "File" > "Options."
o In the Excel Options dialog box, select "Proofing."
o Click the "AutoCorrect Options" button.
o In the AutoCorrect dialog, you can add, modify, or delete entries.
Autofill
Autofill is a feature in Excel that helps you quickly fill cells with patterns, series, or data from a
source cell. It's used to extend a series of values or fill cells based on a pattern. It's handy for
copying a formula, data series, or dates.
To use Autofill:
o Select the cell(s) with the data or formula you want to replicate.
o Hover your cursor over the small square in the bottom-right corner of the selection (this is
called the "fill handle").
o Click and drag the fill handle to the desired range, and Excel will fill the cells based on the
pattern or data source.
As you know, Excel has a certain row and column width by default. But in some cases, we might
need to write something that can occupy more space, at that time we have to adjust the row or
column width so that our text will not spill out from the cell and remain within the cell.
Autofit
We can set column width and row height manually as per our
requirement by clicking on column width or row height in
the Format option in the cells group on the Home tab.
When adjusting the size of cells in Excel, whether it’s done
automatically or manually, it’s important to keep in mind
certain limits regarding the maximum dimensions of columns
and rows.
Follow the below steps to use Autofit feature in Excel via the
Ribbon:
Step 1: Select the column or columns that you want to change.
Step 2: On the Home tab, in the Cells group, click Format.
Step 3: Under Cell Size, click AutoFit Column Width to adjust
column width. (To adjust row height, click on Autofit Row
height)
See the changes (Content is adjusted in the column).
Another method is
For Columns, Step 1:Hover the mouse on the right border
of the column heading. A Double- Headed arrow will
appear.
Step 2: Double-Click to Autofit the selected columns.
Redo
To redo something you've undone, press
Ctrl+Y or F4. (If F4 doesn't seem to work,
you may need to press the F-Lock
key or Fn Key, then F4) on your keyboard,
or select Redo on the Quick Access
toolbar. (The Redo button only appears
after you've undone an action.)
You can select nonadjacent ranges by holding down the Ctrl key (or Command key on a Mac)
while selecting individual ranges using the mouse. This method allows you to highlight multiple
separate areas within a worksheet.
1. Click on the cell from where you want to start the selection.
2. Hold down the Shift key.
3. Click on the cell where you want the selection to end.
By following these steps, Excel will automatically select all the cells between the starting and
ending points. Alternatively, you can extend the selection in the desired direction by pressing the
arrow keys while holding the Shift key. The Shift key method is especially useful when dealing
with large datasets as it enables you to quickly select multiple cells without the need for manual
dragging
Copy
Select the item or data you want to copy.
Right-click and choose 'Copy', or press Ctrl + C.
Paste
Navigate to the location where you wish to paste the data.
Right-click and select 'Paste', or press Ctrl + V.
Replace Text
Now, if you have a word that appears
throughout a spreadsheet and needs to be
updated, don't update it cell by cell, use
Replace instead.
1. Click the Find & Select button on the
Home tab.
2. Select Replace. Press Ctrl + H.
The Replace tab of the Find and Replace dialog
box appears.
3. Type the text you want to replace in
the Find what box.
4. Type the replacement text in the Replace
with box.
5. Click the Find Next button.
The first instance is selected.
6. Click any of the following:
o Replace All: Replace every occurrence of
the item.
o Replace: Replace the selected item.
o Find All: Find all instances of the item.
o Find Next: Find the next instance of the
item.
7. Click Close when you're finished.
1.15 Formatting cells, Numbers, Date, Times, Font, Colors, Borders, Fills
Format a Number or Date
1. Select the cell(s) that contain values you want to format.
2. Click the Number Format list arrow from the Home tab.
3. Select the number or date format you want to apply.
Number Description
Format
General General format cells have no specific number format applied.
Currency Used to display general monetary values. Aligns the decimal points in a column.
Date & Time Display date and time serial numbers as date values. Formats that begin with an asterisk
(*) respond to changes in the date/time settings specified for the operating system.
Percentage Multiplies the cell value by 100 and displays the result with a percent symbol.
When creating a workbook in the workplace, you'll want to select a font that is easy to read.
Along with Calibri, standard reading fonts include Cambria, Times New Roman, and Arial.
To add a border:
1. Select the cell(s) you want to modify.
2. On the Home tab, click the drop-down arrow next to
the Borders command, then select
the border style you want to use. In our example, we'll
choose to display All Borders.
3. The selected border style will appear.
You can draw borders and change the line
style and color of borders with the Draw Borders tools
at the bottom of the Borders drop-down menu.
Delete a worksheet
Right click the name of the worksheet
you would like to delete Click "Delete"
Rename a worksheet
Right click the name of the worksheet
you would like to rename
Click "Rename"
Type the new name of the worksheet on your keyboard, then press Enter to commit.
Move a worksheet
Right click the name of the worksheet you would like to move
Click "Move or Copy"
If you would like to move the worksheet to another position in the same workbook, click
the name of the worksheet before which you would like to move it
If you would like to move the worksheet to another workbook, select the new workbook
from the "To book:" menu, then click the name of the worksheet before which you would
like to move it
Bear in mind that if you move a worksheet to another workbook, it will be erased from the
current workbook Press "OK"
Copy a worksheet
Right click the name of the worksheet you would like to copy
Click "Move or Copy"
If you would like to copy the worksheet to another position in the same workbook, click
the name of the worksheet before which you would like to copy it
If you would like to copy the worksheet to another workbook, select the new workbook
from the "To book:" menu, then click the name of the worksheet before which you would
like to copy it Press "OK"
Hide a worksheet
Right click the name of the worksheet you would like to hide
Click "Hide"
This will make the worksheet invisible and remove it from the tab list at the bottom of your
screen
Unhide a worksheet
Right click the name of any worksheet
Click "Unhide..."
Select the name of the worksheet you would like to unhide, then press "OK"
4. Press Enter. The formula will be calculated, and the value will be displayed in the cell.
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.
4. Type the operator you need for the formula. For example, type the multiplication sign
(*).
5. Click the next cell in the formula (B3, for example).
6. Press Enter. The formula will be calculated, and the value will be displayed in the cell.
Inserting Function
Excel has over 450 functions you can use to perform just
about any kind of calculation. If you're having trouble
finding the right function, the Insert Function command
lets you search for the function you want. It also guides
you through inserting the arguments, which is helpful
for complex functions.
1. Click the cell where you want to add a formula.
2. Click the Insert Function button.
3. Search for a function using one of these methods:
o Type a few keywords that describe the function you
want and click Go.
o Select a category from the list arrow menu.
4. Select the desired function.
5. Click OK.
The Function Arguments dialog box appears. Here
you need to specify the arguments for the function
you selected. In Excel, an argument can be a range
of data, a specified output, or other parameters.
6. Enter the formula arguments.
7. Click OK.
The dialog box closes and Excel displays the results of
the inserted formula.
Relative References
Relative references refer to cells in relation to the
location of the cell that contains the formula. When the
formula is moved, it references new cells based on their
location. Relative references are the default type of
references in Excel.
1. Copy the formula in an existing cell that you want
to paste elsewhere in the worksheet.
2. Paste the formula in the desired cells.
3. Select a cell that contains the pasted formula. Use
the formula bar to verify the cell references have
updated relative to where the formula was pasted.
In the cell(s) where the formula was pasted, the cell
reference updates for the current row and/or column.
Absolute References
Absolute references always refer to the same cell, even
when the formula is copied and pasted. Absolute
references are indicated with dollar signs in formulas
(e.g. $A$1).
1. Select the cell that contains a cell reference you want to convert to an absolute reference.
2. In the formula bar, add dollar signs ($) to the reference you want to remain absolute.
o Absolute column and row reference ($A$1): The column and row remain constant no
matter where the formula is pasted.
o Absolute column reference ($A1): The column remains absolute no matter where the
formula is pasted, but the row updates relatively.
o Absolute row reference (A$1): The row remains absolute no matter where the formula
is pasted, but the column updates relatively.
Click in any cell reference in the formula bar and press F4 to convert it to an absolute reference.
Continue to press F4 to change the type of absolute reference