Excel

Excel Introduction to Spreadsheet Basics

Excel Introduction to Spreadsheet Basics

Excel is fun! There are so many helpful things that can be accomplished in Excel and you do not need to be an accounting major or a financial guru to use Excel’s capabilities. This blog will give you an Excel Introduction to Spreadsheet Basics. We have found that one of the most important things when working and navigating in Excel are the different mouse pointers you will see, so that’s where we will begin.

Excel Workspace

After opening Excel, you will see the menu, ribbon, column/row headers, scroll bars, etc. These features make up the Excel workspace, Additionally, you will notice three Sheet tabs at the bottom of the worksheet grid (there will be another blog on how to work with the Sheets). As you move your mouse pointer around this environment, you will notice that your mouse pointer will change depending on what or where you are pointing. You don’t need to click on anything – just practice using the mouse to point at the different features. The pointers you will see and their purpose is outlined below in the next section.

Excel Introduction to Spreadsheet Basics
excel environment

Excel Pointers

Here are the top 10 Excel Pointers, their names, and their purpose. When we train new users on Excel basics, it always pays off to spend a little time explaining what each pointer does and looking at a few before moving on to other skills.

Excel Introduction to Spreadsheet Basics
excel mouse pointers

Excel Environment

Next, we want to identify the various parts of the workspace. Knowing the names of the features of the Excel environment will make everything easier.

Excel Introduction to Spreadsheet Basics

 

 

Excel Introduction to Spreadsheet Basics

Suggested Blog: Navigating in Excel

Now that you have an Excel Introduction to Spreadsheet Basics, we can address questions like: what does it look like when I enter text? how do I change the contents of a cell? how do I work with a range of cells? is formatting easy to do? These are some of the questions we will address in the blog Navigating in Excel.

 

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Navigating in Excel

Navigating in Excel

Navigating in Excel simply means working and moving around in the spreadsheet. Excel users need to be comfortable with the various parts of the spreadsheet, the different mouse pointers and what they do. The next step is to start building your spreadsheet! There are many different ways an Excel spreadsheet can improve your productivity, create a visual representation of your data and offer an easy way to manipulate at data. Here are some examples:

Manage a List of Data

  • Sort
  • Filter
  • Remove duplicate entries

Basic Math Functions

  • Add
  • Subtract
  • Multiply
  • Divide

Add a Visual Element

  • Bar Chart
  • Pie Chart
  • Pivot Table

The ideas above barely scratch the surface of the helpful things Excel can do! Hopefully, they give you some motivation to learn how to Navigate in Excel. Let’s start by selecting rows, columns, a cell and a range.

Selecting Columns and Rows

You must make sure that your mouse pointer is pointing at the column or row header. It will look like a down-pointing, or right-pointing black arrow. Here’s a video to help out navigating in Excel!

 

Selecting a Cell

Selecting a cell uses the the white plus-sign pointer. Point and click at several places in a worksheet to see the cell become “active”. The dark border around the cell is your visual telling you which cell is selected. You have other visual helpers, like the column and row headers – they turn yellow. Also, the Name Box will display the name of the cell (shown with a purple circle around it in the image below). Did you know that every cell has a name? The name is the combination of the column and row – so the cell name is the intersection of the column and row. In the example below, I have selected the cell – C6.

Navigating in Excel
Selecing a Cell

Selecting a Range of Cells

Oftentimes you will need to work with more than one cell a a time. You will need to select several cells together – this is called a range. You can select multiple rows, columns and cells – they are all called a range, respectively. Once you have a range selected, you can format them or delete them or manipulate them all at the same time. Work faster, not harder when navigating in Excel 😛

Navigating in Excel

 

 

Selecting Non-Contiguous Rows, Columns, Cells and Ranges

One more skill before I wrap up! This is helpful if you want to chose areas that are not next to one another, i.e. Columns C and F (but you don’t want to work with Columns D and E). Take a look at the video to get a few example of what a non-contiguous range would look like.  To select a non-contiguous areas, you select the first range, then use the CTRL key and drag to select the second range.  Let me break the actions into 2 steps. First step, you select the initial area (cell, row, column or range of those areas). Then for the second step, you hold down the CTRL key and select the next area (cell, row, column or range of those areas). Then release both the mouse and CTRL key. Happy Selecting!

 

Online Webinars

Would you like to enhance your skills on a specific topic from the comfort of your home or desk? Our 60 minute webinars deliver quick, high quality training, helping you make the most of your valuable time. Some of our webinar classes are: MSWord Essentials, MSWord Styles, MSWord Outline Numbering, MSWord Headers & Footers, MSWord Table of Contents & Table of Authorities, MSExcel Essentials, MSPowerPoint Essentials, and many more! What topic, feature, or skill would you like to know more about? Drop us your wish list in the comments!

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Excel Shortcut Keys

How Many Shortcuts Do You Know?

We have found that having a good working knowledge of how to navigate within your spreadsheets, like using Excel shortcut keys, can make work easier and faster. Even though everyone should know these shortcuts, we are always surprised when an experienced user tells us excitedly, “Hey! I didn’t know that one!” Here are a few, easy keystrokes that you may already know – or maybe you don’t. Open a spreadsheet and try the following shortcut keys and let us know in the comments if you picked up anything new. Happy Learning!

Excel Shortcut Keys – Using the Fill Feature

The Fill Feature allows you to enter text and values into a block of adjacent cells, instead of typing them individually. You probably already know how to use the mouse and grab the Fill Handle located in the lower-right corner of your selected cell and drag it to fill in the adjacent cells. But for those of us who find it faster to use keyboard shortcuts – here are a few:

In the video below, see an example of selecting cells in a column, cells in a row, and a range of cells. Remember to select first, then press the keystroke listed.

  • To fill down = Ctrl+D
  • Fill to the right = Ctrl+R
  • Fill into selected cells = Ctrl+Enter

Excel Shortcut Keys – Selecting  and Working with Cells

  • Select entire sheet = Ctrl+A
  • Turn Filter feature on and off = Ctrl+Shift+L
  • Go to a specific cell = F5 or Ctrl+G, then type in the cell name (i.e. A5)

Excel Shortcut Keys – Working with Formulas

Absolute Reference = F4 (click into the formula using the Formula Bar & press F4)

Excel Shortcut Keys – Working with Sheets

  • Insert a new worksheet = Shift+F11
  • To rename a worksheet = Alt+O+H,R (type the name of the sheet, then press Enter)
  • Delete current worksheet = Alt+E,L
  • Select current & previous sheet = Ctrl+Shift+Page Up (this will Group the two sheets)

Online Webinars

Would you like to enhance your skills on a specific topic from the comfort of your home or desk? Our 60 minute webinars deliver quick, high quality training, helping you make the most of your valuable time. Some of our webinar classes are: MSWord Essentials, MSWord Styles, MSWord Outline Numbering, MSWord Headers & Footers, MSWord Table of Contents & Table of Authorities, MSExcel Essentials, MSPowerPoint Essentials, and many more! What topic, feature, or skill would you like to know more about? Drop us your wish list in the comments!

Check out our Training Programs or contact us for more information. Visit our Facebook for daily up dates!

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