Excell introduction

 Excel

Screen Layout

Excel Window

# Spreadsheets
A spreadsheet is an electronic document that stores various types of data.  There are vertical columns and horizontal rows.  A cell is where the column and row intersect.  A cell can contain data and can be used in calculations of data within the spreadsheet.  An Excel spreadsheet can contain workbooks and worksheets.  The workbook is the holder for related worksheets.

# Ms Excel

It is the component of Ms-office XP which is specially used to calculate mathematical calculation, data Manipulation and analysis. File of Ms-Excel is called Workbook. The file extension are:- .xlsx = work Book

Steps to open "Microsoft Excel" on computer

                        +      Click on Start button

+      Go on Run

                        +      Type excel

                        +      Click OK

 

or

                        +      Click on Start button

                        +      Click on Program

                        +        Click on Ms office

                        +      Click on Microsoft Excel 2007

 

# Ribbon

Home:  Clipboard, Fonts, Alignment, Number, Styles, Cells, Editing
Insert: Tables, Illustrations, Charts, Links, Text
Page Layouts: Themes, Page Setup, Scale to Fit, Sheet Options, Arrange
Formulas: Function Library, Defined Names, Formula Auditing, Calculation
Data:  Get External Data, Connections, Sort & Filter, Data Tools, Outline
Review:  Proofing, Comments, Changes
View: Workbook Views, Show/Hide, Zoom, Window, Macros

------------------------------------------------------------------------

Work book    A excel work book is a file that contain one or more worksheet which you can use to organize related information.

 

Row: - Horizontal group of cell is called row through 1 to 1048576.

Column: - Vertical group of cell is called column through A to XFD.

                        

 

Range           The selected area of sheet is called range.

 

Worksheet: - The primary documents that you use in excel to store and work with data. It is also called Spreadsheet. A work sheet contains number of cells that are organized into column & rows.

No of Column =16348

No of row=1048576.

 

Insert Cells, Rows, and Columns
to insert cells, rows, and columns in Excel:

  • Place the cursor in the row below where you want the new row, or in the column to the left of where you want the new column
  • Click the Insert button on the Cells group of the Home tab
  • Click the appropriate choice: Cell, Row,  or Column

Insert Drop Down Menu 

Delete Cells, Rows and Columns

to delete cells, rows, and columns:

  • Place the cursor in the cell, row, or column that you want to delete
  • Click the Delete button on the Cells group of the Home tab
  • Click the appropriate choice:  Cell, Row, or Column

Delete Drop Down Menu

Find and Replace
To find data or find and replace data:

  • Click the Find & Select button on the Editing group of the Home tab
  • Choose Find or Replace
  • Complete the Find What text box
  • Click on Options for more search options

Find and Replace Dialog Box

Go To Command
The Go To command takes you to a specific cell either by cell reference (the Column Letter and the Row Number) or cell name. 

  • Click the Find & Select button on the Editing group of the Home tab
  • Click Go To

Go To Drop Down

Spell Check
to check the spelling:

  • On the Review tab click the Spelling button

Spelling Button

 

Format Worksheet Tab
You can rename a worksheet or change the color of the tabs to meet your needs.
To rename a worksheet:

  • Open the sheet to be renamed
  • Click the Format button on the Home tab
  • Click Rename sheet
  • Type in a new name
  • Press Enter

Rename Sheet Drop Down

To change the color of a worksheet tab:

  • Open the sheet to be renamed
  • Click the Format button on the Home tab
  • Click Tab Color
  • Click the color

Tab Color Drop Down Menu

Reposition Worksheets in a Workbook
To move worksheets in a workbook:

  • Open the workbook that contains the sheets you want to rearrange
  • Click and hold the worksheet tab that will be moved until an arrow appears in the left corner of the sheet
  • Drag the worksheet to the desired location

Move Worksheet

Insert and Delete Worksheets


To insert a worksheet

  • Open the workbook
  • Click the Insert button on the Cells group of the Home tab
  • Click Insert Sheet

Insert Sheet Drop Down Menu

To delete a worksheet

  • Open the workbook
  • Click the Delete button on the Cells group of the Home tab
  • Click Delete Sheet

Delete Worksheet Drop Down Menu

Copy and Paste Worksheets:
To copy and paste a worksheet:

  • Click the tab of the worksheet to be copied
  • Right click and choose Move or Copy
  • Choose the desired position of the sheet
  • Click the check box next to Create a Copy
  • Click OK

Move or Copy Right-Click Menu

 

 

 

 

 

Getting satarted with Function

Using constants in formulas

A constant is a value that is not calculated. For example, the date 10/9/2008, the number 210, and the text "Quarterly Earnings" are all constants. An expression, or a value resulting from an expression, is not a constant. If you use constant values in the formula instead of references to the cells (for example, =30+70+110), the result changes only if you modify the formula yourself.
Using calculation operators in formulas

Operators specify the type of calculation that you want to perform on the elements of a formula. There is a default order in which calculations occur, but you can change this order by using parentheses.

Types of operators

There are four different types of calculation operators

A.   Arithmetic operators

B.   Comparison operators

C.   text concatenation operators

D.   reference operators

 

1.    Arithmetic operators

To perform basic mathematical operations such as addition, subtraction, or multiplication; combine numbers; and produce numeric results, use the following arithmetic operators.

 

 

Arithmetic operator

Meaning

Example

+ (plus sign)

Addition

3+3

– (minus sign)

Subtraction
Negation

3–1
–1

* (asterisk)

Multiplication

3*3

/ (forward slash)

Division

3/3

% (percent sign)

Percent

20%

^ (caret)

Exponentiation)

3^2

2.    Comparison operators

You can compare two values with the following operators. When two values are compared by using these oper

Comparison operator

Meaning

Example

= (equal sign)

Equal to

A1=B1

> (greater than sign)

Greater than

A1>B1

< (less than sign)

Less than

A1<B1

>= (greater than or equal to sign)

Greater than or equal to

A1>=B1

<= (less than or equal to sign)

Less than or equal to

A1<=B1

<> (not equal to sign)

Not equal to

A1<>B1

ators, the result is a logical value either TRUE or FALSE.

3.    Text concatenation operator

Use the ampersand (&) to join, or concatenate, one or more text strings to produce a single piece of text.

 

Text operator

Meaning

Example

& (ampersand)

Connects, or concatenates, two values to produce one continuous text value

"North"&"wind"

4.    Reference operators

Combine ranges of cells for calculations with the following operators.

Reference operator

Meaning

Example

: (colon)

Range operator, which produces one reference to all the cells between two references, including the two references

B5:B15

, (comma)

Union operator, which combines multiple references into one reference

SUM(B5:B15,D5:D15)

(space)

Intersection operator, which produces on reference to cells common to the two references

B7:D7 C6:C8

Calculation order

Formulas calculate values in a specific order. A formula in Excel always begins with an equal sign (=). The equal sign tells Excel that the succeeding characters constitute a formula. Following the equal sign are the elements to be calculated (the operands), which are separated by calculation operators. Excel calculates the formula from left to right, according to a specific order for each operator in the formula.

Operator precedence

If you combine several operators in a single formula, Excel performs the operations in the order shown in the following table. If a formula contains operators with the same precedence — for example, if a formula contains both a multiplication and division operator — Excel evaluates the operators from left to right.

Operator

Description

: (colon)

(single space)

, (comma)

Reference operators

Negation (as in –1)

%

Percent

^

Exponentiation

* and /

Multiplication and division

+ and –

Addition and subtraction

&

Connects two strings of text (concatenation)

=
< >
<=
>=
<>

Comparison

Use of parentheses

To change the order of evaluation, enclose in parentheses the part of the formula to be calculated first. For example, the following formula produces 11 because Excel calculates multiplication before addition. The formula multiplies 2 by 3 and then adds 5 to the result.

=5+2*3

In contrast, if you use parentheses to change the syntax, Excel adds 5 and 2 together and then multiplies the result by 3 to produce 21.

=(5+2)*3

In the example below, the parentheses around the first part of the formula force Excel to calculate B4+25 first and then divide the result by the sum of the values in cells D5, E5, and F5.

=(B4+25)/SUM(D5:F5)

Using functions and nested functions in formulas

Functions are predefined formulas that perform calculations by using specific values, called arguments, in a particular order, or structure. Functions can be used to perform simple or complex calculations.

The syntax of functions

The following example of the ROUND function rounding off a number in cell A10 illustrates the syntax of a function.


Structure of a function

Structure of a function

Callout 1  Structure. The structure of a function begins with an equal sign (=), followed by the function name, an opening parenthesis, the arguments for the function separated by commas, and a closing parenthesis.

Callout 2  Function name. For a list of available functions, click a cell and press SHIFT+F3.

Callout 3  Arguments. Arguments can be numbers, text, logical values such as TRUE or FALSE, arrays (array: Used to build single formulas that produce multiple results or that operate on a group of arguments that are arranged in rows and columns. An array range shares a common formula; an array constant is a group of constants used as an argument.), error values such as #N/A, or cell references (cell reference: The set of coordinates that a cell occupies on a worksheet. For example, the reference of the cell that appears at the intersection of column B and row 3 is B3.). The argument you designate must produce a valid value for that argument. Arguments can also be constants (constant: A value that is not calculated and, therefore, does not change. For example, the number 210, and the text "Quarterly Earnings" are constants. An expression, or a value resulting from an expression, is not a constant.), formulas, or other functions.

Callout 4  Argument tooltip. A tooltip with the syntax and arguments appears as you type the function. For example, type =ROUND( and the tooltip appears. Tooltips only appear for built-in functions.


Entering functions

When you create a formula that contains a function, the Insert Function dialog box helps you enter worksheet functions. As you enter a function into the formula, the Insert Function dialog box displays the name of the function, each of its arguments, a description of the function and each argument, the current result of the function, and the current result of the entire formula.

To make it easier to create and edit formulas and minimize typing and syntax errors, use formula autocomplete. After you type an = (equal sign) and beginning letters or a display trigger, Microsoft Office Excel displays below the cell a dynamic drop down list of valid functions, arguments, and names that match the letters or trigger. You can then insert an item in the drop-down list into the formula.

Nesting functions

In certain cases, you may need to use a function as one of the arguments (argument: The values that a function uses to perform operations or calculations. The type of argument a function uses is specific to the function. Common arguments that are used within functions include numbers, text, cell references, and names.) of another function. For example, the following formula uses a nested AVERAGE function and compares the result with the value 50.

Nested functions

Callout 1 The AVERAGE and SUM functions are nested within the IF function.

Valid returns   When a nested function is used as an argument, it must return the same type of value that the argument uses. For example, if the argument returns a TRUE or FALSE value, then the nested function must return a TRUE or FALSE. If it doesn't, Microsoft Excel displays a #VALUE! error value.

Nesting level limits   A formula can contain up to seven levels of nested functions. When Function B is used as an argument in Function A, Function B is a second-level function. For instance, the AVERAGE function and the SUM function are both second-level functions because they are arguments of the IF function. A function nested within the AVERAGE function would be a third-level function, and so on.

 

 

List of functions

 

FUNCTIONS - Function are performed formulas that perform calculation by using specific values in a particular order or structure. Functions can be used to perform simple or complex calculation. The structure of a function begins with an equal sign (=) followed by the function name (sum) an opening parenthesis '(' the arguments (2, 3) for the function separated by commas & a closing parenthesis ')'

           

Formula:- formula are equation that perform calculation on values in your worksheet. A formula starts with an

            equal sign (=) for example, the following formula multiples 2 by 3 & than adds 5 to the results = 5+2*3

            Formula bar:-A bar at the of the excel window that you use to enter or edit values or formulas bar.

 

Following are the function.

A) Math &   Trig function:

 

1) ABS:- returns the absolute value of a number, a number without it's sign

            Syntax:-           =  Abs (numbers)

                        =Abs (-2) gives absolute value 2

2) Cos:-  Returns the cosine of given angle.

            Syntax:-         = cos(numbers) = cos(60) - 1.047(98 number is the angle in radians for which you want

                                    the cosine.

 

3) Degrees:-  Converts radian into degree.

            Syntax:-         = degrees (angle)

                                    Angle is the angle in radians that you want to convert.

 

4) Power :-Returns the result of a number  roused to power.

            Syntax:-         =  power ( number, power)

                                    = power (5,2) ® 25   or 5^2 = 25

 

5) Product:- Multiplies all the numbers given on arguments and return the products(Multiplication)

            Syntax:-          =product(number 1, number 2)

 

6) Radians:- Convert degrees into radian

            Syntax:-          =Radian(angle)

                                    Angle is an angle in degree that you want to convert.

 

7) Round:- Round a number to a specified number of a digits .

            Syntax:-         =round(numbers, number digits)

                                    =round (3.829,1) = 3.8

                                    =round (3.829,2) = 3.82

 

8) Sin:- Return the sin of the given number.

            Syntax:-         =sin(number)

                                    number is the angle in radians for which you want the sin.

 

9) SQRT:- Return a positive square root.

            Syntax:-         =SQRT(number)

                                    number is the number for which you want the square root.

                                    =SQRT(16) = 4

 

10) SUM:-      Adds all the numbers in a range a cells.

            Syntax:-         =SUM(number 1, number 2)

                                    = SUM (A1: A7)

 

11) Max:- Return maximum number of cells.

            Syntax:-         =Max(number1, number2, ........... )

 

12) Min:- Return minimum number of selected cells.

            Syntax:-         = Min(number1, number2, ........)

 

13) Count:- Count number in cells.

            =count (number 1, number 2)

 

14) Average:- Return average of number.

            =average (number 1, number 2)

Note:- 180 degrees = π * radians

B) Date and Time Function:

 

1) Date:- Return the number that represent the date in ms-excel date time code.

            Syntax:-         =date (YY, MM, DD)

                                    =date (30, 2, 23) = 2 / 23 / 1930

 

2) Now:- This function returns the current date and time.

            Syntax:-          =now( )

                                    =Today ( ) return date only.

            Ctrl + :-           =date      Ctrl + Shift +: = time

 

3) Time:-  Return the number into time

            Syntax:-         =Time ( HH, MM, SS)

 

C) Logical Function:

 

 

1) If:- This function is  checks whether a condition is met, return one value. If true and another value if false

SYNTAX:-

            = If (logical test, "value if true", value if false)

Example:-

            =If (A1>32, "Pass", "Fail")

2) And:- This function check whether all argument are true and return true, return false if any of argument is false.

SYNTAX:-

            =And (logical1, logical2............)

Example:-

            =If(And(C2>=32, D2>=32.........) , "Pass", "Fail")

3) Or:- This function checks whether any of the argument are true and return true return false only all argument are false.

SYNTAX:-

            =Or(logical1, logical2)

Example:-

            =If (or (C2<32, D2<32, "Fail", "Pass")

 

Rank: - Return the rank of a number from the list of number.

                        Syntax: -         =Rank (number, reference)

                                                =Rank (G3, G$3: G$10)

           

 

Conditional Formatting

 

 

 Conditional Formatting: - This is used to apply format to selected cells that meet specific criteria based on formula you specify.

èSelect the cell range which is to be formatted.

èSelect the home tab

èclick on conditional formatting  from styles group

ègo to highlight cells rules

èclick on more rules

èSelect the required formatting click on ok

 

Mordifing  Conditional Formatting:

èGo to conditional formatting

èSelect manage Rules

èmanage your formatting

èclick on ok

 

 

Data Vallidation

èData Validation is used to prevent invalid data from being entered into a cell.

1)  Select the range of cells that you wish to validate.
2)  Click Data Tools group > Data Tab > Data Validation.
3)  Click the Settings tab in the Data Validation dialog box and specify the type of validation.
4)  Check or uncheck the Ignore Blank checkbox to specify what you want to do with the null values.
5)  Optionally, arrange for an input message when the cell is clicked
6)  Specify Excel’s response to the invalid data.
7) Click on Ok

 

Auto filter

The quickest way to select only those items you want to display in a list.

1.              Select the data.

2.              From data ribbon click on filter

3.               Click on drop down arrow and select the field name from the list which you want display.

 

Removing Auto Filter

 

1.              From data ribbon click on filter

 

Advanced Filter

Filters data in a list so that only the rows that meet a condition you specify by using a Criteria range is displayed.

 Make the criteria for advance filter like >60 at another cell.

1. Select the data.

2. from data ribbon click on advance filter.

3. Click on copy another location.

4. Click on list range box.

5. Enter criteria range.

6. Enter the range of data where u want to place filtered data

7. Click on ok.

 

 

Goal Seek

 

Goal Seek: - This submenu adjusts the value in a specified cell until a formula that is dependent on that cell reaches a target value. It can also be define as Excel has a built-in tool called Goal Seek, which is use to find the coefficient to the power law function.

 

Steps:-

èSelect a cell containig  formula

èClick Data ribbon

èClick on what if analysis

èClick on Goal Seek

èA goal seek dialog box will appear

èSet cell which used to be changed, set target value have to be in changed mode, give cell address which is used to be changed

èclick on OK

 

 

 

 

 

Define name

A name that represents a cell, range of cells, formula, or constant value.

 

è Go to  Formulas tab
èFrom the  Defined Names group
èclick Define Names

èSet the name of the cell

èClick on ok

Define a name by using a selection of cells in the worksheet

You can convert existing row and column labels to names.

1.    Select the range that you want to name, including the row or column labels.

2.    On the Formulas tab, in the Defined Names group, click Create from Selection.

Excel Ribbon Image
In the Create Names from Selection dialog box, designate the location that contains the labels by selecting the Top row, Left column, Bottom row, or Right column check box.

3.    Click on OK

 

Scenarios

 

Excel's Scenario Manager is a tool that can be used to determine different projected outcomes of data by changing different cells within a Worksheet model.

 

 

· From the top of Excel click the Data ribbon

· On the Data menu, locate the Data Tools panel

· Click on the What if Analysis item, and select Scenario Manager from the menu:

· When you click Scenario Manager, a scenario manager dialog box will appear:

· click the Add button. You'll then get another dialogue box popping up:

· specify the name of the scenario and changing cell range

· then scenario  values dialog box will appear

· specify the values

· click on ok

· reapeat the process upto your requirement

· then click the Summary to verify the report

The Data Tools panel in Excel 2007

The Scenario Manager dialogue box http://www.homeandlearn.co.uk/excel2007/images/2Scenarios5.gif

Add Scenario

 

 

 

Data Table

A Data Table is a way to see different results by altering an input cell in your formula. For example preparing a multiple table.

As:

From above figure:- Here cell A1 is the multiple value of A12 and B12

· Select the data range as above figure

· From the Excel ribbon, click on Data tab

· Locate the Data Tools panel

· Click on the "What if Analysis" item:

· Then select data table

· a data table dialog box will appear

· input the row input cell as A12 and column input cell as B12

· then click on ok

The result is as

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Example 2:

 

Consider a case of  compound interest, where you invest a certain amount of money in a bank deposit and the amount is compounded every year.

Formula for calculating compound interest:

A = P * (1 + r/n) ^ nt

Where:

  • P = principal amount (initial investment)
  • r = annual interest rate (as a decimal)
  • n = number of times the interest is compounded per year
  • t = number of years
  • A = amount after time t

Now, if suppose we want to see what the final amount will be at different interests rates, we can quickly use a data table for the same.


Excel Help describes a data table as:

A data table is a range of cells that shows how changing one or two variables in your formulas (formula: A sequence of values, cell references, names, functions, or operators in a cell that together produce a new value. A formula always begins with an equal sign (=).) will affect the results of those formulas. Data tables provide a shortcut for calculating multiple results in one operation and a way to view and compare the results of all the different variations together on your worksheet.

Without wasting any more time on descriptions, lets get down to creating a data table for our compound interest example above.

Open a new excel file and enter the following as given in the screenshot below:

http://techtites.com/wp-content/uploads/screenshots/1varDT_01.png

The cell B5 has the formula =B1 * (1 + B2) ^ B3

As you can see, the $5000 invested at 7.5% for 5 years will give $7,178.15.

Now, we will create a data table to see what amount we will receive by changing the interest rate.

Fill cells A6 to A10 with different interest rates. I’ve filled it with values from 6% to 10%. Now, select the cells A5:B10.

Select A5:B10

In Excel 2007, goto Data > What-If Analysis > Data Table. In Excel 2003, the menu path is Data > Table or you can use the shortcut key Alt + D + T in this order.

Select Data > What-If Analysis > Data Table

This will popup a window where you will be asked to enter Row Input Cell and the Column Input Cell. Select the Column Input Cell as $B$2 and leave the Row Input Cell blank and hit OK.

Data Table prompt

The values will be filled in as shown below. You can choose to format them as currency, but that I have left it upto you.

http://techtites.com/wp-content/uploads/screenshots/1varDT_05.png

 

 

 

Chart

 

Charts allow you to present information contained in the worksheet in a graphic format. Excel offers many types of charts including: Column, Line, Pie, Bar, Area, Scatter and more.  To view the charts available click the Insert Tab on the Ribbon.

 

Chart Options Group

Create a Chart
To create a chart:

  • Select the cells that contain the data you want to use in the chart
  • Click the Insert tab on the Ribbon
  • Click the type of Chart you want to create

 

 

 

Modify a Chart
To modify the labels and titles:

  • Click the Chart
  • On the Layout tab, click the Chart Title or the Data Labels button
  • Change the Title and click Enter

To change the data included in the chart:

  • Click the Chart
  • Click the Select Data button on the Design tab

Chart Tools
The Chart Tools appear on the Ribbon when you click on the chart.  The tools are located on three tabs:  Design, Layout, and Format. 

èWithin the Design tab you can control the chart type, layout, styles, and location.
èWithin the Layout tab you can control inserting pictures, shapes and text boxes, labels, axes, background, and analysis.
èWithin the Format tab you can modify shape styles, word styles and size of the chart.

Design tab

 

Chart Design Tools Tab

 

Layout tab

 

Chart Layouts Tab

format tab

 

Chart Format Tab

 

To move the chart:

  • Click the Chart and Drag it another location on the same worksheet, or
  • Click the Move Chart button on the Design tab
  • Choose the desired location (either a new sheet or a current sheet in the workbook)

Copy a Chart to Word

  • Select the chart
  • Click Copy on the Home tab
  • Go to the Word document where you want the chart located
  • Click Paste on the Home tab

 

Fomula auditing

 

Formula Auditing is one of the Excel features that help you locate errors and display their cell relationships

image

 

Trace Precedents

This option allows you to Identify, in a visual manner, the Cells that are being Used In The Formula of the cell that you have selected.


è Click on the cell that contains the error
èthen click on the Trace Precedents Icon from the Formula Auditing group. èExcel will trace the cell's Precedents by drawing a Blue Arrow from the Precedent Cell to Active Cell.

 

 

As:-

 

 

Trace Dependents

This option allows you to Identify Dependent Cells. Dependent cells are the cells that use the values of other cells in their calculations.

èSelect a Cell that is being used in a formula,
 
èthen click the Trace Dependents Icon on the Formula Auditing group
 
èExcel will draw a Blue Arrow from the Active Cell to the Dependent Cell as shown in the figure below.

 

To remove formula Auditing

èfrom the formula auditing group

èclick on remove arrows.

 

Protect workbook elements

1.    On the Review tab, in the Changes group, click Protect Workbook.

Excel Ribbon Image

2.    Under Protect workbook for, do any of the following:

§  To protect the structure of a workbook, select the Structure check box.

§  To keep workbook windows in the same size and position each time the workbook is opened, select the Windows check box.

 

 

Protect worksheet elements

èOn the Review tab, in the Changes group, click Protect Worksheet
èa protect sheet dialog box will appear
èset the password and chech the command which u want to alllow the user to modify
èclick on Ok
èagain confirm the password
èclick on OK.

unprotect worksheet elements

èopen the document
ègo to review tab
èclick on unprotect woeksheet.
èenter you password
èclick on ok

Protecting cell range

èSelect the cell range
èclick on the Review tab

èselect  “allow user to edit range”

èa  “allow the user to edit range” dialog box will appear

èclick on the new button

èa new range dialogue box will appear

èset the cell range and password

èclick on ok and confirm the password again

èclick on ok

èclick on ok   



 Importance of Excel in Banking System 

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