This document provides an overview of an advanced Excel training session. It discusses key topics that will be covered, including formulas, functions, formatting, importing/exporting data, and working with large spreadsheets. Objectives for the training are outlined, such as entering formulas using keyboard/point mode, applying functions like AVERAGE, MAX, MIN, and formatting techniques like conditional formatting and changing column/row sizes. Examples are provided of summarizing stock data in Excel using these skills.
1. Advanced Excel Training Institute InAdvanced Excel Training Institute In
MumbaiMumbai
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2. Difference between Spreadsheets andDifference between Spreadsheets and
DatabasesDatabases
Spreadsheets (Excel) are electronic ledgers
◦ Store, manipulate and present numbers
Databases (Access) are electronic file
cabinets
◦ Receive, store, organize and present data
Use the right application
◦ Save time and effort
◦ Decrease frustration
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3. The Spreadsheet abstractionThe Spreadsheet abstraction
An (near) infinite series of rows and columns
called Cells that
◦ Store numbers (and other stuff)
◦ Store formulas that use other information in other
cells and produce a results to be displayed
◦ A bunch of other neat stuff
Formatting
Charting
What-if scenarios
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4. Advanced Excel (afternoon)Advanced Excel (afternoon)
Topics
◦ Formulas and Functions
◦ Formatting
◦ Importing and exporting data
◦ Working with Large Spread Sheets
◦ Anything else anyone wants to cover
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5. Advanced Excel Part 1Advanced Excel Part 1
The 3 F’s
Formulas, Functions and Formatting
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6. ObjectivesObjectives
Enter a formula using the keyboard and
Point mode
Recognize smart tags and option buttons
Apply the AVERAGE, MAX, and MIN
functions
Verify a formula using Range finder
Format a worksheet using buttons and
commands
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7. ObjectivesObjectives
Add conditional formatting to a range of
cells
Change the width of a column and height
of a row
Check the spelling of a worksheet
Preview how a printed copy of the
worksheet will look
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8. ObjectivesObjectives
Print a partial or complete worksheet
Display and print the formulas version of
a worksheet
Rename sheets in a workbook
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9. Starting and Customizing ExcelStarting and Customizing Excel
Click the Start button on the Windows taskbar, point to All
Programs on the Start menu, point to Microsoft Office on the
All Programs submenu, and then click Microsoft Office Excel
2003 on the Microsoft Office submenu
If the Excel window is not maximized, double-click its title bar
to maximize it
If the Language bar appears, right-click it and then click Close
the Language bar on the shortcut menu
If the Getting Started task pane appears in the Excel window,
click its Close button in the upper-right corner
If the Standard and Formatting toolbars are positioned on the
same row, click the Toolbar Options button and then click
Show Button on Two Rows
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10. Entering the Worksheet TitleEntering the Worksheet Title
and Subtitleand Subtitle
Select the cell A1. Type Blue Chip
Stock Club in the cell and then press
the DOWN ARROW key
Type Investment Analysis in cell
A2 and then press the DOWN ARROW
key
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11. Entering the Column Titles, StockEntering the Column Titles, Stock
Data, and Row TitlesData, and Row Titles
Enter the values in their respective cells
as shown on the following slide. Use the
ALT+ENTER key combination to move
to the next line within a cell
Easier way
◦ Download
◦ http://perleybrook.umfk.maine.edu/slides/develop
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12. Entering the Column Titles, StockEntering the Column Titles, Stock
Data, and Row TitlesData, and Row Titles
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13. Saving the WorkbookSaving the Workbook
With a floppy disk in drive A, click the
Save button on the Standard toolbar
When Excel displays the Save As dialog
box, type Blue Chip Stock Club
Investment Analysis in the File name text
box
If necessary, click 3½ Floppy (A:) in the
Save in list. Click the Save button in the
Save As dialog box
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14. Entering a FormulaEntering a Formula
Using the KeyboardUsing the Keyboard
With cell F4 selected,
type =d4*e4 in the
cell
Press the RIGHT
ARROW key twice to
select cell H4
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15. Entering FormulasEntering Formulas
Using Point ModeUsing Point Mode
With cell H4 selected, type = (equal sign) to
begin the formula and then click cell D4
Type * (asterisk) and then click cell G4
Click the Enter box and then click cell I4. Type
= (equal sign) and then click cell H4. Type –
(minus sign) and then click cell F4
Click the Enter box. Click cell J4. Type =
(equal sign) and then click cell I4. Type /
(division sign) and then click cell F4. Click the
Enter box
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17. Copying FormulasCopying Formulas
Using the Fill HandleUsing the Fill Handle
Click cell F4 and then point to the fill handle.
Drag the fill handle down through cell F12 and
continue to hold down the mouse button
Release the mouse button.
Select the range H4:J4 and then point to the fill
handle
Drag the fill handle down through the range
H5:J12
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19. Determining TotalsDetermining Totals
Using the AutoSum ButtonUsing the AutoSum Button
Select cell F13. Click
the AutoSum button
on the Standard
toolbar twice.
Select the range
H13:I13. Click the
AutoSum button
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20. Determining the Total PercentDetermining the Total Percent
Gain/LossGain/Loss
Select cell J12 and then
point to the fill handle
Drag the fill handle
down through cell J13
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21. Determining the Average of a Range ofDetermining the Average of a Range of
Numbers Using the Keyboard and MouseNumbers Using the Keyboard and Mouse
Click cell D14
Type =average( in the cell
Click cell D4, the first endpoint of the
range to average and drag through cell
D12, the second endpoint of the range to
average
Click the Enter box
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22. Determining the Average of a Range ofDetermining the Average of a Range of
Numbers Using the Keyboard and MouseNumbers Using the Keyboard and Mouse
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23. Determining the Highest Number in a RangeDetermining the Highest Number in a Range
of Numbers Using the Insert Function Boxof Numbers Using the Insert Function Box
Select cell D15
Click the Insert Function box on the
formula bar
When Excel displays the Insert Function
dialog box, click MAX in the Select a
function list
Click the OK button
When Excel displays the Function
Arguments dialog box, type d4:d12 in the
Number1 box
Click the OK button
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24. Determining the Highest Number in a RangeDetermining the Highest Number in a Range
of Numbers Using the Insert Function Boxof Numbers Using the Insert Function Box
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25. Determining the Lowest Number in a Range ofDetermining the Lowest Number in a Range of
Numbers Using the AutoSum Button MenuNumbers Using the AutoSum Button Menu
Select cell D16
Click the AutoSum button arrow on the
Standard toolbar
Click Min
Click cell D4 and then drag through cell
D12
Click the Enter box
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26. Determining the Lowest Number in a Range ofDetermining the Lowest Number in a Range of
Numbers Using the AutoSum Button MenuNumbers Using the AutoSum Button Menu
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27. Copying a Range of Cells Across Columns toCopying a Range of Cells Across Columns to
an Adjacent Range Using the Fill Handlean Adjacent Range Using the Fill Handle
Select the range D14:D16
Drag the fill handle in the lower-right
corner of the selected range through cell
J16 and continue to hold down the
mouse button
Release the mouse button
Select cell J14 and press the DELETE key
to delete the average of the percent
gain/loss
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28. Copying a Range of Cells Across Columns toCopying a Range of Cells Across Columns to
an Adjacent Range Using the Fill Handlean Adjacent Range Using the Fill Handle
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29. Saving a Workbook Using the SameSaving a Workbook Using the Same
File NameFile Name
Click the Save button on the Standard
toolbar
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30. Verifying a FormulaVerifying a Formula
Using Range FinderUsing Range Finder
Double-click cell J4
Press the ESC key to
quit Range Finder
Select cell A18
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31. Changing the Font and Centering theChanging the Font and Centering the
Worksheet TitleWorksheet Title
Click cell A1
Click the Font box arrow on the Formatting
toolbar
Click Arial Black (or Impact if Arial Black is not
available)
Click the Font Size box arrow on the
Formatting toolbar and click 28 in the Font Size
list
Click the Bold button on the Formatting
toolbar
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32. Changing the Font and Centering theChanging the Font and Centering the
Worksheet TitleWorksheet Title
Select the range A1:J1. Right-click the
selection
Click Format Cells on the shortcut menu
When Excel displays the Format Cells
dialog box, click the Alignment tab
Click the Horizontal box arrow and
select Center in the Horizontal list
Click the Vertical box arrow and select
Center in the Vertical list
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33. Changing the Font and Centering theChanging the Font and Centering the
Worksheet TitleWorksheet Title
Click the Merge cells
check box in the Text
control area
Click the OK button
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34. Changing the Font and Centering theChanging the Font and Centering the
Worksheet SubtitleWorksheet SubtitleClick cell A2. Click the Font box arrow on the
Formatting toolbar
Click Arial Black (or Impact if Arial Black is not
available)
Click the Font Size box arrow on the Formatting
toolbar and then click 18 in the Font Size list
Click the Bold button on the Formatting toolbar
Select the range A2:J2. Right-click the selection.
Click Format Cells on the shortcut menu. When
Excel displays the Format Cells dialog box, click the
Alignment tab. Click the Horizontal box arrow and
select Center in the Horizontal list. Click the
Vertical box arrow and select Center in the Vertical
list. Click Merge cells in the Text control area. Click
the OK button
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35. Changing the Font and Centering theChanging the Font and Centering the
Worksheet SubtitleWorksheet Subtitle
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36. Changing the Background and Font Colors and Applying aChanging the Background and Font Colors and Applying a
Box Border to the Worksheet Title and SubtitleBox Border to the Worksheet Title and Subtitle
Select the range A1:A2, click the Fill Color
button arrow on the Formatting toolbar
Click the color Blue (column 6, row 2) on the
Fill Color Palette
Click the Font Color button arrow on the
Formatting toolbar
Click the color White (column 8, row 5) on the
Fill Color Palette
Click the Borders button arrow on the
Formatting toolbar
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37. Changing the Background and Font Colors and Applying aChanging the Background and Font Colors and Applying a
Box Border to the Worksheet Title and SubtitleBox Border to the Worksheet Title and Subtitle
Click the Thick Box
Border button (column
4, row 3) on the
Borders palette
Click cell B16 to
deselect the range
A1:A2
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38. Bolding, Centering, and Applying aBolding, Centering, and Applying a
Bottom Border to the Column TitlesBottom Border to the Column Titles
Select the range A3:J3
Click the Bold button on the Formatting
toolbar
Click the Center button on the
Formatting toolbar
Click the Borders button arrow on the
Formatting toolbar
Click the Bottom Border button (column
2 row 1) on the Borders palette
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39. Bolding, Centering, and Applying aBolding, Centering, and Applying a
Bottom Border to the Column TitlesBottom Border to the Column Titles
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40. Centering Data in CellsCentering Data in Cells
and Formatting Datesand Formatting Dates
Select the range B4:B12
Click the Center button on the Formatting
toolbar
Select the range C4:C12
Right-click the selected range and then click
Format Cells on the shortcut menu
When Excel displays the Format Cells dialog
box, click the Number tab, click Date in the
Category list, click 03/14/01 in the Type list
Click the OK button
Select cell E4 to deselect the range C4:C12
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41. Centering Data in CellsCentering Data in Cells
and Formatting Datesand Formatting Dates
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42. Applying a Currency Style Format and CommaApplying a Currency Style Format and Comma
Style Format Using the Formatting ToolbarStyle Format Using the Formatting Toolbar
Select the range E4:I4
While holding down the CTRL key,
select the range F13:I13
Click the Currency Style button on the
formatting toolbar
Select the range E5:I12
Click the Comma Style button on the
Formatting toolbar
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43. Applying a Currency Style Format and CommaApplying a Currency Style Format and Comma
Style Format Using the Formatting ToolbarStyle Format Using the Formatting Toolbar
Click cell E4. While holding down the CTRL
key, select cell G4
Click the Increase Decimal button on the
Formatting toolbar
Select the range E5:E12. While holding down
the CTRL key, select the range G5:G12
Click the Increase Decimal button on the
Formatting toolbar
Click cell A12 to deselect the range G5:G12
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44. Applying a Currency Style Format and CommaApplying a Currency Style Format and Comma
Style Format Using the Formatting ToolbarStyle Format Using the Formatting Toolbar
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45. Applying a Thick Bottom Border to the RowApplying a Thick Bottom Border to the Row
Above the Total Row and Bolding the Total RowAbove the Total Row and Bolding the Total Row
TitlesTitles Select the range A12:J12, click the
Borders button arrow on the Formatting
toolbar, and then click the Thick Bottom
Border button (column 2, row 2) on the
Borders palette
Select the range A13:A16, and then click
the Bold button on the Formatting
toolbar. Click cell E14 to deselect the
range A13:A16
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46. Applying a Thick Bottom Border to the RowApplying a Thick Bottom Border to the Row
Above the Total Row and Bolding the Total RowAbove the Total Row and Bolding the Total Row
TitlesTitles
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47. Applying a Currency Style Format with a FloatingApplying a Currency Style Format with a Floating
Dollar Sign Using the Format Cells CommandDollar Sign Using the Format Cells Command
Select the range E14:I16. Right-click the
selected range
Click Format Cells on the shortcut menu
Click the Number tab in the Format
Cells dialog box
Click Currency in the Category list and
then click the third style ($1,234.10) in
the Negative numbers list
Click the OK button
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48. Applying a Currency Style Format with a FloatingApplying a Currency Style Format with a Floating
Dollar Sign Using the Format Cells CommandDollar Sign Using the Format Cells Command
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49. Applying a Percent Style FormatApplying a Percent Style Format
Select the range J4:J16
Click the Percent Style
button on the
Formatting toolbar
Click the Increase
Decimal button on the
Formatting toolbar
twice
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50. Applying Conditional FormattingApplying Conditional Formatting
Select the range J4:J12
Click Format on the menu bar
Click Conditional Formatting
When the Conditional Formatting dialog
box appears, if necessary, click the
leftmost text box arrow and then click
Cell Value Is
Click the middle text box arrow and then
click less than
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51. Applying Conditional FormattingApplying Conditional Formatting
Type 0 in the rightmost text box
Click the Format button
When Excel displays the Format Cells
dialog box, click the Patterns tab and then
click the color Red (column 1, row 3)
Click the Font tab and then click Bold in
the Font style list
Click the Color box arrow
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52. Applying Conditional FormattingApplying Conditional Formatting
Click the color White
(column 8, row 5) and
then click the OK
button
Click the OK button
Click cell B16 to
deselect the range
J4:J12
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53. Changing the Widths of ColumnsChanging the Widths of Columns
Point to the boundary on the right side of the
column A heading above row 1
When the mouse pointer changes to a split
double arrow, drag to the right until the
ScreenTip indicates Width: 13.00 (96 pixels).
Release the mouse button
Drag through column headings B through D
above row 1
Point to the boundary on the right side of
column heading D
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54. Changing the Widths of ColumnsChanging the Widths of Columns
Double-click the right boundary of column
heading D to change the width of columns B, C,
and D to best fit
Click the column E heading above row 1
While holding down the CTRL key, click the
column G heading and then the column J heading
above row 1 so that columns E, G, and J are
selected
Point to the boundary on the right side of the
column J heading above row 1
Drag until the ScreenTip, Width: 10.00 (75
pixels)
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55. Changing the Widths of ColumnsChanging the Widths of Columns
Release the mouse button
Click the column F heading above row 1 to
select column F
While holding down the CTRL key, click the
column H and I headings above row 1 so that
columns F, H, and I are selected
Point to the boundary on the right side of the
column I heading above row 1
Drag to the right until the ScreenTip indicates
Width: 12.00 (89 pixels)
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56. Changing the Widths of ColumnsChanging the Widths of Columns
Release the mouse
button.
Click cell B16 to
deselect columns F, H,
and I
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57. Changing the Height of RowsChanging the Height of Rows
Point to the boundary below row
heading 3
Drag up until the ScreenTip indicates
Height: 45.00 (60 pixels)
Release the mouse button
Point to the boundary below row
heading 14
Drag down until the ScreenTip indicates
Height: 24.00 (32 pixels)
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58. Changing the Height of RowsChanging the Height of Rows
Release the mouse button and then
select cell B16
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59. Checking SpellingChecking Spelling
on the Worksheeton the Worksheet
Click cell A3 and then type Stcok to misspell
the word Stock
Click cell A1
Click the Spelling button on the Standard
toolbar
With the word Stock highlighted in the
Suggestions box, click the Change button
As the spell checker checks the remainder of
the worksheet, click the Ignore All and Change
buttons as needed
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60. Previewing and PrintingPreviewing and Printing
a Worksheeta WorksheetPoint to the Print Preview button on the
Standard toolbar
Click the Print Preview button
Click the Setup button
When Excel displays the Page Setup dialog box,
click the Page tab and then click Landscape in the
Orientation area
Click the OK button
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61. Previewing and PrintingPreviewing and Printing
a Worksheeta Worksheet
Click the Print
button
Click the OK button
Click the Save button
on the Standard
toolbar
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62. Printing a Section of the WorksheetPrinting a Section of the Worksheet
Select the range A3:F16
Click File on the menu bar
and then click Print
Click Selection in the Print
what area
Click the OK button
Click cell B16 to deselect
the range A3:F16
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63. Displaying the Formulas in the WorksheetDisplaying the Formulas in the Worksheet
and Fitting the Printout on One Pageand Fitting the Printout on One Page
Press CTRL+ACCENT MARK (`)
When Excel displays the formulas version of
the worksheet, click the right horizontal scroll
arrow until column J appears
If the Formula Auditing toolbar appears, click its
Close button
Click File on the menu bar and then click Page
Setup
When Excel displays the Page Setup dialog box,
click the Page tab
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64. Displaying the Formulas in the WorksheetDisplaying the Formulas in the Worksheet
and Fitting the Printout on One Pageand Fitting the Printout on One Page
If necessary, click Landscape to select it and
then click Fit to in the Scaling area
Click the Print button in the Page Setup dialog
box
When Excel displays the Print dialog box, click
the OK button
After viewing and printing the formulas version,
press CTRL+ACCENT MARK (`) to instruct
Excel to display the values version
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65. Displaying the Formulas in the WorksheetDisplaying the Formulas in the Worksheet
and Fitting the Printout on One Pageand Fitting the Printout on One Page
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66. Changing the Print Scaling OptionChanging the Print Scaling Option
Back to 100%Back to 100%
Click File on the menu bar and then click
Page Setup
Click the Page tab in the Page Setup
dialog box. Click Adjust to in the Scaling
area
If necessary, type 100 in the Adjust to
box
Click the OK button
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67. Changing the Worksheet NamesChanging the Worksheet Names
Double-click the sheet tab labeled Sheet2 in the
lower-left corner of the window
Type Real-Time Stock Quotes as the
worksheet name and then press the ENTER
key
Double-click the sheet tab labeled Sheet1 in the
lower-left corner of the window
Type Investment Analysis as the
worksheet name and then press the ENTER
key
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68. Importing DataImporting Data
Cut and paste from a table
Use paste special
Using Text files
◦ TXT
Tab delimited
◦ CSV
Comma separated values
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