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Excel in Corporate World with Microsoft Excel
Table of Contents
Overview of Topics Covered
• Navigating through Excel – Exploring Menu bar and Tool bar
functions
– Formatting Cells and Paste Special Option
– Sorting and Filtering Data
– Grouping and Subtotals
– Text to Columns and Extracting Unique Values
• Types of Functions
– Text
– Statistical and Mathematical Functions
– Logical
– Look up and Reference
– Date and Time
– Information
• What-If Analysis and Data Validation
• Types of Charts and Formats
• Pivot Tables and Reports
• Macros and VBA
• ActiveX Controls
• Microsoft Excel is a spreadsheet application used to
– To manage the data stored in rows and columns like sort , store etc.,
– Perform various functions using text, mathematical, statistical, financial functions
– Data analysis using statistical functions for data based decisions. (analytics)
– Create summary tables called pivot tables and quick enquiries using filter options
– Create user forms and automate routine data analysis using VBA programming
• 2007 is enhanced with ribbons, aesthetic options, enhanced data capability handling
and improved overall performance.
Entering Text and Numbers
• The Microsoft Excel Window
• The Microsoft Office Button
• The Quick Access Toolbar
• The Title Bar
• Ribbon
• Worksheets
• The Formula Bar
• The Status Bar
• Move Around a Worksheet
• Go To Cells Quickly
• Select Cells
• Enter Data
• Edit a Cell
• Wrap Text
• Delete a Cell Entry
• Save a File
• Close Excel
Formulas and Formatting Data
• Set the Enter Key Direction
• Perform Mathematical Calculations
• AutoSum
• Perform Automatic Calculations
• Align Cell Entries
• Perform Advanced Mathematical Calculations
• Copy, Cut, Paste, and Cell Addressing
• Insert and Delete Columns and Rows
• Create Borders
• Merge and Center
• Add Background Color
• Change the Font, Font Size, and Font Color
• Move to a New Worksheet
• Bold, Italicize, and Underline
• Work with Long Text
• Change a Column's Width
• Format Numbers
Excel Functions, filling Cells and Printing
• Using Reference Operators
• Understanding Functions
• Fill Cells Automatically
• Create Headers and Footers
• Set Print Options
• Print
Excel Functions, filling Cells and Printing - Creating Graphs & Pivot
Tables
• Using Reference Operators
• Understanding Functions
• Fill Cells Automatically
• Create Headers and Footers
• Set Print Options
• Print
Graphs
• Create a Chart
• Apply A Chart Layout
• Add Labels
• Switch Data
• Change the Style of a Chart
• Change the Size and Position of a Chart
• Move A Chart to a Chart Sheet
• Change the Chart Type
First encounter
• Office button
– File operations
– Printing
– Publishing
– Recent documents and button to pin these documents to recent documents of windows
– What do you observe after right click office button
• Quick access tool bar
– What do you observe after right click of quick access tool bar
• Excel Options
– Popular - Change most popular options
– Formula - Change options for formula calculating, performance and error handling
– Proofing – change how excel corrects and formats your text
– Save – change how workbooks are saved . Saving format, auto recover etc.,
– Advanced – change editing options, cut copy and paste options , display options, Lotus compatibility
options
– Customize – Quick access tool bar
– Add-Ins – view and Manage Office add-ins
– Trust Center – for security and protection , windows security updates
– Resources – for other MS links and to run office diagnostics
First encounter - Warmup
• Work Area
– Name Box
– Insert function box
– Formula Bar - Expand or collapse
– Column Headers
– Row Headers
– Cells and addressing the cells , Navigation of Cells
• Scroll Bars, Split
• Sheet tabs
• Status Bar
– Ready Mode
– Enter Mode
– Quick Macro button
– Totals Display
• Quick view buttons
• Zoom and Zoom level Dialog Box
• Excel file operations like New, open, save , save as and so on.
First encounter – Jump Start
• Data Entry
• Ribbon
– Right click ribbon area what do you observe
– Press ALT key what do you observe
– Position your cursor on Ribbon and roll the mouse wheel what do you observe
– Each tab has different ribbon and each ribbon is delimited by visible borders with a bottom title ex.Font in
home tab
– Some sections have display button, if you click dialog box is open , can you open another dialog box of
other section ?
– Position your cursor on a button for a while and what do you observe
– You can add buttons to quick access tool bar by right click . For some buttons, you can get context sensitive
help.
– Resize the window and observe how the Ribbon is getting modified ?
First encounter – Jump Start into worksheets and workbooks
• WorkSheets
– Select multiple worksheets and use pageup, pagedown, Alternatively use sheet navigation arrows
– Each worksheet is identified by names, you can change by double click on sheet or right click
– Showing gridlines of worksheet from pagelayout sheet options, view show/hide , experiment with checkbox
headings also
– Change the view of the worksheet in normal, pagebreak mode, page layout
– You can change the order of the worksheets, hide/unhide, delete, protect the sheets
• Workbooks
– You can create new workbooks from various templates available
– Open multiple workbooks and switch between them from View , show them in different ways . Excel
supports multiple document interface (MDI)
• Using Sorting and Filtering
– Open Credit bank file
– Sort on Credit card product
– Use filter to show only Gold and City Bangalore
– Remove Filter
– Create Subtotal based on credit card product on column Limit
• Data Import from Text File
• Number, Text, Date format change
Excel Short Cut Keys
Moving Through a Worksheet
Short cut Key Description
Arrow Keys Moves left, right, up or down one cell
Home Move to the beginning of the row
End Moves to the Lower-left cell displayed in the windows
PgUp Moves up one screen
PgDn Moves down one screen
ctrl+PgUp Move to the previous sheet
ctrl+PgDn Move to the next sheet
alt+pgUp Move one screen to the left
alt+pgDn Move one screen to the Right
Ctrl+Home Move to the first cell in the sheet (a1)
Ctrl+End Moves to the last active cell of the worksheet
Ctrl+Arrow Key Moves to the edge of a data Block;if the cell is blank , moves to the first nonblank cell
Ctrl + Backspace scrolls to display the active cell
shift + f6 Moves to the previous pane of a window that has been split
ctrl+tab Moves to the Next window
Ctrl+shift+tab Moves to the Previous window
Key board Contains
1. AlphaNumeric + Special Symbols, Control Keys like ESC, Enter,
Backspace, Delete, Function Keys, Tab, etc.,
2. Shift key,
3. Tab key
4. Back Space Key
5. ALT key
Excel Short Cut Keys
Short cut Key Description
Ctrl+A Select whole sheet
Ctrl + C copies the selected Range
Ctrl + X cuts the selected Range
Ctrl + V it paste the copied Range
F1 display Help
Shift + F11 Insert a new Work Sheet
F2 Edit the active cell
Alt + F2 Save As
Ctrl + S Save
F 4 Repeats the Last Action, convert to absolute value for cell address
F 5 Go To
Shift + F5 Displays the Find Dialog Box
F 7 Spelling
ALT+=(equal sign) Insert the AutoSum Formula
Ctrl+; (Semicolon) Insert the Current Date
Ctrl+: (Colon) Insert the Current Time
Ctrl+K Insert a Hyperlink
Ctrl+Y Redo the previous task
Ctrl+Home Goes to beginning of the Sheet
Alt+Space Bar Minimize (or) Maximize (or) Close
Ctrl+Down Arrow Move to the End of the Column
Ctrl+Right Arrow Move to the End of the Row
Ctrl+Space Bar Select the Column
Shift+Space Bar Select the Row
Excel Short Cut Keys
Short cut Key Description
Ctrl+ + (Plus) Insert Cell
Ctrl+ - (Minus) Delete Cell
Ctrl+Shift+$ Apply the Currency format
Ctrl+Shift+~ Apply the General format
Ctrl+Shift+% Apply the Percentage format
Ctrl+Shift+! Apply the Number format with decimal places, 1000 separator
Ctrl+Shift+& Apply the outline border
Ctrl+Shift+_ Remove all Borders
Ctrl+9 Hide Rows
Ctrl+Shift+( Unhide Rows
Ctrl+0 (zero) Hide columns
Ctrl+Shift+) Unhide columns
Ctrl+Shift+* Select the entire range of cell you're working on, but not the empty cells around the list.
Ctrl+1 Display Format Cells dialog box
Ctrl+TAB Move between open Work books
Ctrl+PgUp/PgDn Move between the worksheets
Ctrl+End Move to the End of the Sheet.
Ctrl+Shift+End Block the Whole sheet.
Alt + Down Arrow To select from the Drop List During Filter
Analyze Maharashtra State Census Data
&
Credit Banking data
Available in Excel Case Study
Explore Menu Ribbons
Navigating Through Excel – Exploring Menu Bar and Tool Bar Functions
Basic Options
Formatting and Editing options
To apply formatting to
cells, depending on a
certain condition
AutoSum, Sorting
and Filtering options
Comments: Home tab provides the user a summary of all options
Navigating Through Excel – Exploring Menu Bar and Tool Bar Functions
Insert Options
Inserting different types of Charts
Inserting Tables and Pivot Tables
Creating Hyperlink
Applying Header and Footer
Comments: Insert tab holds some of the important and frequently used charts and pivot table options
Navigating Through Excel – Exploring Menu Bar and Tool Bar Functions
Page Layout Options
Printing options used to setup page layout
Comments: Options used for printing, page setup and page break view are available on Page Layout tab
Navigating Through Excel – Exploring Menu Bar and Tool Bar Functions
Formula and Functions
Different types of Functions
Formatting and Auditing Formulae
Comments: It consists of all the available functions and formulae, that are applied on an Excel sheet
Navigating Through Excel – Exploring Menu Bar and Tool Bar Functions
Data Commands
Sorting a moderately
sized dataset
Applying and Removing filters
Validation – Validating
data and creating input
boxes without using
macros
Grouping and
Ungrouping
data
Subtotals – for a data
Analyzing data with
changing values
Comments: Data tab consists of all the important data analysis, filtering and sorting options
Navigating Through Excel – Exploring Menu Bar and Tool Bar Functions
Review Commands
Protecting and Sharing Workbook
Inserting and Viewing Comments
Comments: Workbook and worksheet security options are found on Review Tab
Navigating Through Excel – Exploring Menu Bar and Tool Bar Functions
View Commands
View options of Worksheets
Freezing a Window Pane
Macro options
Comments: Different ways of viewing a worksheets are available on View Tab. It includes viewing gridlines, page break view
and zoom options. It also has an option to record maros.
Navigating Through Excel – Exploring Menu Bar and Tool Bar Functions
Developer Commands
Visual Basic Editor
Form and ActiveX Controls
Comments: Macros, Security, Tool box and ActiveX Controls are available on Developer Tab
Advanced Features
• Using Sorting and Filtering
– Open Credit bank file
– Sort on Credit card product
– Use filter to show only Gold and City Bangalore
– Remove Filter
– Create Subtotal based on credit card product on column Limit
• Data Import from Text File
• Hyperlink
• Grouping and Using Subtotals
• Using Advanced Filter
• Removing Duplicates
• Data Validation during data entry
What if analysis - Goal Seek
• Useful for solving equation for one unknown for better optimizations
• Let us suppose that you want to optimize the company profit by manipulating the unit
price
• Use data ribbon – what if Analysis, Goal Seek
• A model is created forecasting the demand with Constant parameters A B and unit
price. We need to arrive at profit X by changing the unit price. The pre-requisites are
Profit (set cell) should have formula, (To value) should be number desired to achieve,
by changing (unit Price) should have a number not a formula.
Goal Seek Demo
Demand Equation is A* Unit price to the power B
A 15000
B -1.2
Fixed Cost 2000
Unit cost 8
Unit Price 16.97
Resulting Demad 502
Profit 2500
Set to Profit Cell
To Value 2500
By changing Unit price cell
Profit formula = Unit price *
demand – fixed cost – Unit
cost*demand
Demand = A*Unit Price ^ B
Census Case Study
• Create a report showing the list of villages with the Banking and Primary school
facility
• Report the list the villages, showing the density of population
• Create a report showing the distribution of water resources. Also shortlist the top 10
villages with best and worst water resources/facilities
Printing Credit Banking file
• Look at Office button print options
• Explore print preview various options,
• Adjust the margins
• Goto page layout menu ribbon
• Click on pageBreak view available near zoom level status bar
• Use pagebreak . Selecting the print area, controlling the headers and footers
• Explore
– the page setup options
– Scale to fit
– Sheet options
• Explore the printer configuration options , no. of copies, collating sequence etc.,
range of pages to be printed, print what , properties tab of printer for double side
printing or multiple page printing
Types of Function
• Text
• Statistical and Mathematical
• Logical
• Look up and Reference
• Date and Time
• Information
A function is entered in Cell giving ‘=<function Name> ‘ or press
ƒx in formula bar (Shift F3) and select appropriate function and
enter relevant function arguments – Explore Formula s ribbon
Census Case Study
• Extract the prominent characters of Taluk code from the census data
– Right(code,2)
• Extract 2 last but 2 characters from the village code
– Left(Right(code,4),2)
• Find the village name with longest name
– Len(vill_name)
• Create a new variable which will be combination of taluk code, block code and village
code
– Concatenate(tal_code,B_code,Vill_Code)
– =tal_caode&” “&B_code&” “&Vill_code
• Find a list of values which belong to a particular taluk
Types of Function – Text
Some examples to Text type of functions
• Hygiene
–LEFT, RIGHT, TRIM
–FIND
–CONCATENATE, “&” Key
–LOWER, UPPER, PROPER
• Expert
–LEN, EXACT
–SEARCH
Census Case Study
• How many villages have POPHIGH – uses a function
– =Countif(PopulationMargin,”POPHIGH”)
• Find the villages with maximum and minimum population
– =Max(T_P)
– =Min(T_P)
• Find the sum of total population where the Banking facility is available – using a
function
– =sumif(B_F,”=1”,T_P)
Types of Function – Statistical and Mathematical
Some examples to Formulae functions
• Hygiene
–SUM, ROUND, AVERAGE, MAX, MIN
–SUMIF, COUNTIF
–MOD, SQRT
• Expert
–SUMPRODUCT, MMULT, POWER
–CEILING, FLOOR, TRUNC
–RAND, RANDBETWEEN, EXP, PRODUCT
Census Case Study
• Create a variable called PopulationMargin which will holds the following values based
on the population values
– Population greater then average population – POPHIGH
– Population lesser then average population – POPLOW
• =if(T_P>average(T_P),”POPHIGH”, “POPLOW”)
• How many villages have POPHIGH – uses a function
– =Countif(PopulationMargin,”=POPHIGH”)
• Where ever female population is less than 1000, replace it with average female
population
– =IF(F_P<1000,average(F_P),” “)
Types of Function – Logical
Some examples to Logical functions
• Expert
– AND gives true or false Ex.=AND(A1>5,A2>5)
– OR gives true or False =OR(0,0) is False
– IF(Logical condition, Value if True, Value if False)
Census Case Study
• Extract the values from the Data Dictionary for the header codes in the Data sheet
and display the same in a row beneath the header code in Data sheet
– Using Vlookup
• Create a new database with the following variables from the two datasets: Census_1
and Census_2
– Total Population
– Primary Education
– Banking Facility
– Hospitals and Dispensaries
• Using Vlookup and Hlookup
Types of Function – Look up and Reference
Some examples to Reference functions
• Hygiene
–VLOOKUP, HLOOKUP, LOOKUP
–INDEX, MATCH
• Expert
–INDIRECT, OFFSET
Syntax – RIGHT(text,num_chars)
• Text – the text string that contains the characters you want to extract
• Num_chars – specifies the number of characters you want RIGHT to extract
Syntax – LEFT(text,num_chars)
• Text – the text string that contains the characters you want to extract
• Num_chars – specifies the number of characters you want LEFT to extract
Syntax – TRIM(text)
• Text – the text string that contains the characters you want to extract
Syntax – FIND(find_text,within_text,start_num)
• Find_text – the text you want to find
• Within_text – the text containing the text you want to find
• Start_num – specifies the character at which to start the search. The first
character in within_text is character number 1. If you omit start_num, it is
assumed to be 1
Syntax – SEARCH(find_text,within_text,start_num)
• Find text – the text you want to find. You can use the wildcard
characters, question mark (?) and asterisk (*), in find text. A question
mark matches any single character; an asterisk matches any sequence of
characters. If you want to find an actual question mark or asterisk, type a
tilde (~) before the character
• Within text – the text in which you want to search for find text
• Start num – the character number in within text at which you want to start
searching
What is the difference between Find and Search
Syntax – CONCATENATE(text1,text2,...)
Syntax – text1&text2&text3&…..
• text1, text2, ... – are 1 to 30 text items to be joined into a single text item.
The text items can be text strings, numbers, or single-cell references
Syntax – UPPER(Text)
Syntax – LOWER(Text)
Syntax – PROPER(Text)
• Text – the text you want to convert to uppercase, lowercase and
propercase respectively. These functions does not change characters in
text that are not letters
Syntax – LEN(Text)
• Text – the text whose length you want to find. Spaces count as characters
Syntax – EXACT(text1,text2)
• Text1 – is the first text string
• Text2 – is the second text string
Syntax – SUM(number1,number2, ...)
• Number1, number2, ... – are 1 to 30 arguments for which you want the
total value or sum
Syntax – SUMIF(range,criteria,sum_range)
• Range – is the range of cells you want evaluated
• Criteria – is the criteria in the form of a number, expression, or text that
defines which cells will be added
• Sum range – are the actual cells to sum
Syntax – ROUND(number,num_digits)
• Number – is the number you want to round
• Num digits – specifies the number of digits to which you want to round number
Syntax – MAX(number1,number2,...)
Syntax – MIN(number1,number2,...)
• Number1, number2, ... – are 1 to 30 numbers for which you want to find the
maximum and minimum value
Syntax – MOD(number,divisor)
• Number – is the number for which you want to find the remainder
• Divisor – is the number by which you want to divide number
Syntax – PRODUCT(number1,number2,...)
• Number1, number2, ... – are 1 to 30 numbers that you want to multiply
Syntax – SUMPRODUCT(array1,array2,array3,...)
• Array1, array2, array3, ... – are 2 to 30 arrays whose components you
want to multiply and then add
Syntax – MMULTI (array1,array2) – Matrix Multiplication
• Array1 “m X n” matrix , array2 should be “n X O” the result will be
“m X O” matrix. The rows of array1 should be matching with columns
of array2
3 0
3 1
2 1
0 2
Array1- 2 X 2 Array2- 2 X 2
X = 6 3
6 5
Result is 2 X 2
3x2+0*0 3x1+0*2
3x2+1*0 3x1+1x2
=
Working
When you declare the formula in a cell =mmult(array1,array2) you get the result 6
only . To get the complete matrix , you need to select 4 cells , Press F2 to edit and
press CRTL+SHIFT+ENTER .
– POWER(number, power) to get the number to the power
– POWER(5,2) Calculates five squared (25) , 5^3 Calculates five cubed (125)
– CEILING (number, significance) rounds up to the nearest integer /
significance. Opposite is FLOOR(number, significance) ,
TRUNC(number, numdigits) -Rounds number down, toward zero, to
the nearest multiple of significance
– CEILING(2.5, 1) Rounds 2.5 up to nearest multiple of 1 (3)
– CEILING(-2.5, -2) Rounds -2.5 up to nearest multiple of -2 (-4)
– CEILING(-2.5, 2) Returns an error, because -2.5 and 2 have different signs (#NUM!)
– CEILING(1.5, 0.1) Rounds 1.5 up to the nearest multiple of 0.1 (1.5)
– CEILING(0.234, 0.01) Rounds 0.234 up to the nearest multiple of 0.01 (0.24)
– RAND() generates fractional number between 0 to 1 whereas
– RANDBETWEEN(Bottom, top) generates between bottom
and top numbers
– EXP(number) - Returns e raised to the power of number. The
constant e equals 2.71828182845904, the base of the natural
logarithm. Exp(2) – 7.38
– PRODUCT(number1,number2, …) multiplies all the numbers given
• Other functions of statistical, information
– MEAN, STD,
– ISBLANK,ISEVEN()
Syntax – VLOOKUP(lookup_value,table_array,col_index_num,range_lookup)
• Searches for a value in the leftmost column of a table, and then returns a value in the same row from
a column you specify in the table. Use VLOOKUP instead of HLOOKUP when your comparison
values are located in a column to the left of the data you want to find
– Lookup_value – is the value to be found in the first column of the array. Lookup_value can be a
value, a reference, or a text string
– Table_array – is the table of information in which data is looked up
– Col_index_num – is the column number in table_array from which the matching value must be
returned. A col_index_num of 1 returns the value in the first column in table_array; a
col_index_num of 2 returns the value in the second column in table_array, and so on. If
col_index_num is less than 1, VLOOKUP returns the #VALUE! error value; if col_index_num is
greater than the number of columns in table_array, VLOOKUP returns the #REF! error value
– Range_lookup – is a logical value that specifies whether you want VLOOKUP to find an exact
match or an approximate match. If TRUE or omitted, an approximate match is returned. In other
words, if an exact match is not found, the next largest value that is less than lookup value is
returned. If FALSE, VLOOKUP will find an exact match. If one is not found, the error value #N/A
is returned
Syntax – VLOOKUP(lookup_value,table_array,col_index_num,range_lookup)
Number of
Licenses Discount
1 0%
Cost of Each
License 2000
5 5%
Number of
Licenses 6
10 7%
Discount
Band 5
15 10%
Applicable
Discount 0.05
20 12% Your bill 11400
25 15%
Syntax – HLOOKUP(lookup_value,table_array,row_index_num,range_lookup)
• Searches for a value in the top row of a table or an array of values, and then returns a value in the
same column from a row you specify in the table or array. Use HLOOKUP when your comparison
values are located in a row across the top of a table of data, and you want to look down a specified
number of rows. Use VLOOKUP when your comparison values are located in a column to the left of
the data you want to find
– Lookup_value – is the value to be found in the first row of the table. Lookup_value can be a
value, a reference, or a text string
– Table_array – is a table of information in which data is looked up. Use a reference to a range or a
range name
– Row_index_num – is the row number in table_array from which the matching value will be
returned. A row_index_num of 1 returns the first row value in table_array, a row_index_num of 2
returns the second row value in table_array, and so on. If row_index_num is less than 1,
HLOOKUP returns the #VALUE! error value; if row_index_num is greater than the number of rows
on table_array, HLOOKUP returns the #REF! error value
– Range_lookup – is a logical value that specifies whether you want HLOOKUP to find an exact
match or an approximate match. If TRUE or omitted, an approximate match is returned. In other
words, if an exact match is not found, the next largest value that is less than lookup_value is
returned. If FALSE, HLOOKUP will find an exact match. If one is not found, the error value #N/A
is returned
Similar to Vlookup except columns are inverted to rows
Syntax – INDEX(array,row_num,column_num)
• Returns a value or the reference to a value from within a table or range
– Array – is a range of cells or an array constant
– Row_num – selects the row in array from which to return a value. If row_num is omitted,
column_num is required
– Column_num – selects the column in array from which to return a value. If column_num is
omitted, row_num is required
– Ex. =Index(A1:B2,2,2) gives Pears
Syntax – MATCH(lookup_value,lookup_array,match_type)
• Returns the relative position of an item in an array that matches a specified value in a specified order
– Lookup_value – is the value you use to find the value you want in a table
– Lookup_array – is a contiguous range of cells containing possible lookup values
– Match_type – is the number -1 descending order sort,. For 0, or 1 Ascending order sort
Apples Lemons
Bananas Pears
Product Count
Bananas 25
Oranges 38
Apples 40
Pears 41
Match(38,array,0) gives position 2,
Syntax – IF(logical_test,value_if_true,value_if_false)
• Returns one value if a condition you specify evaluates to TRUE and another value if it evaluates
to FALSE
– Logical_test – is any value or expression that can be evaluated to TRUE or FALSE. For example,
A10=100 is a logical expression; if the value in cell A10 is equal to 100, the expression evaluates
to TRUE. Otherwise, the expression evaluates to FALSE. This argument can use any comparison
calculation operator
– Value_if_true – is the value that is returned if logical_test is TRUE. For example, if this argument
is the text string "Within budget" and the logical_test argument evaluates to TRUE, then the IF
function displays the text "Within budget". If logical_test is TRUE and value_if_true is blank, this
argument returns 0 (zero). To display the word TRUE, use the logical value TRUE for this
argument. Value_if_true can be another formula
– Value_if_false – is the value that is returned if logical_test is FALSE. For example, if this argument
is the text string "Over budget" and the logical_test argument evaluates to FALSE, then the IF
function displays the text "Over budget". If logical_test is FALSE and value_if_false is omitted, (that
is, after value_if_true, there is no comma), then the logical value FALSE is returned. If logical_test
is FALSE and value_if_false is blank (that is, after value_if_true, there is a comma followed by the
closing parenthesis), then the value 0 (zero) is returned. Value_if_false can be another formula
Ex. A1 value is 10 put formula in A2=if(A1>5,”Greater than 5”,”False”)
You get the value Greater than 5 in A2
Create two columns with similar data with differences and find out how many
differences are there ?
Syntax – AND(logical1,logical2, ...)
• Returns TRUE if all its arguments are TRUE; returns FALSE if one or more argument is FALSE
– Logical1, logical2, ... – are 1 to 30 conditions you want to test that can be either TRUE or FALSE
Syntax – OR(logical1,logical2,...)
• Returns TRUE if any argument is TRUE; returns FALSE if all arguments are FALSE
– Logical1, logical2, ... – are 1 to 30 conditions you want to test that can be either TRUE or FALSE
Types of Charts and Formatting
Creating a chart
• Select the data cells
• Select Insert ribbon
• Click on charts - a) Column charts
b) Bar charts,
c) line charts
d) Pie charts
e) Scatter Plot
Basic Excel Training Presentation at work
Types of Charts and Formatting
How do you Add Secondary Axis ?
Pivot Tables
Pivot Table
• Summary Report generated from a database
• Dataset can reside in a worksheet or in an external data file
• Display subtotals and any level of detail that you want
• Pivot table does not update automatically when you change the source
Creating a Pivot Table
• Specify the Data location
• Select the data
• Complete the Pivot table
Microsoft Excel List or Database
•Usually, the data that you analyze is stored in a worksheet database (also known as a list). Databases
stored in a worksheet have a limit of 65,535 records and 256 fields. The first row in the database should
contain field names. No other rules exist. The data can consist of values, text, or formulas
External Data Source
•If you use the data in an external database for a pivot table, use Query (a separate application) to
retrieve the data. You can use dBase files, SQL Server data, or other data that your system is set up to
access
Multiple Consolidation Ranges
•You also can create a pivot table from multiple tables. This procedure is equivalent to consolidating the
information in tables. When you create a pivot table to consolidate information in tables, you have the
added advantage of using all of the pivot table tools while working with the consolidated data
Another Pivot Table Report or Pivot Chart Report
•Excel enables you to create a pivot table from an existing pivot table or pivot chart. Actually, this is a bit
of a misnomer. The pivot table that you create is based on the data that the first pivot table uses (not the
pivot table itself). If the active workbook has no pivot tables, this option is grayed—meaning you can’t
choose it. If you need to create more than one pivot table from the same set of data, the procedure is
more efficient (in terms of memory usage) if you create the first pivot table and then use that pivot table
as the source for subsequent pivot tables
Page filter
Thank You

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Basic Excel Training Presentation at work

  • 1. Excel in Corporate World with Microsoft Excel
  • 2. Table of Contents Overview of Topics Covered • Navigating through Excel – Exploring Menu bar and Tool bar functions – Formatting Cells and Paste Special Option – Sorting and Filtering Data – Grouping and Subtotals – Text to Columns and Extracting Unique Values • Types of Functions – Text – Statistical and Mathematical Functions – Logical – Look up and Reference – Date and Time – Information • What-If Analysis and Data Validation • Types of Charts and Formats • Pivot Tables and Reports • Macros and VBA • ActiveX Controls
  • 3. • Microsoft Excel is a spreadsheet application used to – To manage the data stored in rows and columns like sort , store etc., – Perform various functions using text, mathematical, statistical, financial functions – Data analysis using statistical functions for data based decisions. (analytics) – Create summary tables called pivot tables and quick enquiries using filter options – Create user forms and automate routine data analysis using VBA programming • 2007 is enhanced with ribbons, aesthetic options, enhanced data capability handling and improved overall performance.
  • 4. Entering Text and Numbers • The Microsoft Excel Window • The Microsoft Office Button • The Quick Access Toolbar • The Title Bar • Ribbon • Worksheets • The Formula Bar • The Status Bar • Move Around a Worksheet • Go To Cells Quickly • Select Cells • Enter Data • Edit a Cell • Wrap Text • Delete a Cell Entry • Save a File • Close Excel
  • 5. Formulas and Formatting Data • Set the Enter Key Direction • Perform Mathematical Calculations • AutoSum • Perform Automatic Calculations • Align Cell Entries • Perform Advanced Mathematical Calculations • Copy, Cut, Paste, and Cell Addressing • Insert and Delete Columns and Rows • Create Borders • Merge and Center • Add Background Color • Change the Font, Font Size, and Font Color • Move to a New Worksheet • Bold, Italicize, and Underline • Work with Long Text • Change a Column's Width • Format Numbers
  • 6. Excel Functions, filling Cells and Printing • Using Reference Operators • Understanding Functions • Fill Cells Automatically • Create Headers and Footers • Set Print Options • Print
  • 7. Excel Functions, filling Cells and Printing - Creating Graphs & Pivot Tables • Using Reference Operators • Understanding Functions • Fill Cells Automatically • Create Headers and Footers • Set Print Options • Print Graphs • Create a Chart • Apply A Chart Layout • Add Labels • Switch Data • Change the Style of a Chart • Change the Size and Position of a Chart • Move A Chart to a Chart Sheet • Change the Chart Type
  • 8. First encounter • Office button – File operations – Printing – Publishing – Recent documents and button to pin these documents to recent documents of windows – What do you observe after right click office button • Quick access tool bar – What do you observe after right click of quick access tool bar • Excel Options – Popular - Change most popular options – Formula - Change options for formula calculating, performance and error handling – Proofing – change how excel corrects and formats your text – Save – change how workbooks are saved . Saving format, auto recover etc., – Advanced – change editing options, cut copy and paste options , display options, Lotus compatibility options – Customize – Quick access tool bar – Add-Ins – view and Manage Office add-ins – Trust Center – for security and protection , windows security updates – Resources – for other MS links and to run office diagnostics
  • 9. First encounter - Warmup • Work Area – Name Box – Insert function box – Formula Bar - Expand or collapse – Column Headers – Row Headers – Cells and addressing the cells , Navigation of Cells • Scroll Bars, Split • Sheet tabs • Status Bar – Ready Mode – Enter Mode – Quick Macro button – Totals Display • Quick view buttons • Zoom and Zoom level Dialog Box • Excel file operations like New, open, save , save as and so on.
  • 10. First encounter – Jump Start • Data Entry • Ribbon – Right click ribbon area what do you observe – Press ALT key what do you observe – Position your cursor on Ribbon and roll the mouse wheel what do you observe – Each tab has different ribbon and each ribbon is delimited by visible borders with a bottom title ex.Font in home tab – Some sections have display button, if you click dialog box is open , can you open another dialog box of other section ? – Position your cursor on a button for a while and what do you observe – You can add buttons to quick access tool bar by right click . For some buttons, you can get context sensitive help. – Resize the window and observe how the Ribbon is getting modified ?
  • 11. First encounter – Jump Start into worksheets and workbooks • WorkSheets – Select multiple worksheets and use pageup, pagedown, Alternatively use sheet navigation arrows – Each worksheet is identified by names, you can change by double click on sheet or right click – Showing gridlines of worksheet from pagelayout sheet options, view show/hide , experiment with checkbox headings also – Change the view of the worksheet in normal, pagebreak mode, page layout – You can change the order of the worksheets, hide/unhide, delete, protect the sheets • Workbooks – You can create new workbooks from various templates available – Open multiple workbooks and switch between them from View , show them in different ways . Excel supports multiple document interface (MDI) • Using Sorting and Filtering – Open Credit bank file – Sort on Credit card product – Use filter to show only Gold and City Bangalore – Remove Filter – Create Subtotal based on credit card product on column Limit • Data Import from Text File • Number, Text, Date format change
  • 12. Excel Short Cut Keys Moving Through a Worksheet Short cut Key Description Arrow Keys Moves left, right, up or down one cell Home Move to the beginning of the row End Moves to the Lower-left cell displayed in the windows PgUp Moves up one screen PgDn Moves down one screen ctrl+PgUp Move to the previous sheet ctrl+PgDn Move to the next sheet alt+pgUp Move one screen to the left alt+pgDn Move one screen to the Right Ctrl+Home Move to the first cell in the sheet (a1) Ctrl+End Moves to the last active cell of the worksheet Ctrl+Arrow Key Moves to the edge of a data Block;if the cell is blank , moves to the first nonblank cell Ctrl + Backspace scrolls to display the active cell shift + f6 Moves to the previous pane of a window that has been split ctrl+tab Moves to the Next window Ctrl+shift+tab Moves to the Previous window Key board Contains 1. AlphaNumeric + Special Symbols, Control Keys like ESC, Enter, Backspace, Delete, Function Keys, Tab, etc., 2. Shift key, 3. Tab key 4. Back Space Key 5. ALT key
  • 13. Excel Short Cut Keys Short cut Key Description Ctrl+A Select whole sheet Ctrl + C copies the selected Range Ctrl + X cuts the selected Range Ctrl + V it paste the copied Range F1 display Help Shift + F11 Insert a new Work Sheet F2 Edit the active cell Alt + F2 Save As Ctrl + S Save F 4 Repeats the Last Action, convert to absolute value for cell address F 5 Go To Shift + F5 Displays the Find Dialog Box F 7 Spelling ALT+=(equal sign) Insert the AutoSum Formula Ctrl+; (Semicolon) Insert the Current Date Ctrl+: (Colon) Insert the Current Time Ctrl+K Insert a Hyperlink Ctrl+Y Redo the previous task Ctrl+Home Goes to beginning of the Sheet Alt+Space Bar Minimize (or) Maximize (or) Close Ctrl+Down Arrow Move to the End of the Column Ctrl+Right Arrow Move to the End of the Row Ctrl+Space Bar Select the Column Shift+Space Bar Select the Row
  • 14. Excel Short Cut Keys Short cut Key Description Ctrl+ + (Plus) Insert Cell Ctrl+ - (Minus) Delete Cell Ctrl+Shift+$ Apply the Currency format Ctrl+Shift+~ Apply the General format Ctrl+Shift+% Apply the Percentage format Ctrl+Shift+! Apply the Number format with decimal places, 1000 separator Ctrl+Shift+& Apply the outline border Ctrl+Shift+_ Remove all Borders Ctrl+9 Hide Rows Ctrl+Shift+( Unhide Rows Ctrl+0 (zero) Hide columns Ctrl+Shift+) Unhide columns Ctrl+Shift+* Select the entire range of cell you're working on, but not the empty cells around the list. Ctrl+1 Display Format Cells dialog box Ctrl+TAB Move between open Work books Ctrl+PgUp/PgDn Move between the worksheets Ctrl+End Move to the End of the Sheet. Ctrl+Shift+End Block the Whole sheet. Alt + Down Arrow To select from the Drop List During Filter
  • 15. Analyze Maharashtra State Census Data & Credit Banking data Available in Excel Case Study Explore Menu Ribbons
  • 16. Navigating Through Excel – Exploring Menu Bar and Tool Bar Functions Basic Options Formatting and Editing options To apply formatting to cells, depending on a certain condition AutoSum, Sorting and Filtering options Comments: Home tab provides the user a summary of all options
  • 17. Navigating Through Excel – Exploring Menu Bar and Tool Bar Functions Insert Options Inserting different types of Charts Inserting Tables and Pivot Tables Creating Hyperlink Applying Header and Footer Comments: Insert tab holds some of the important and frequently used charts and pivot table options
  • 18. Navigating Through Excel – Exploring Menu Bar and Tool Bar Functions Page Layout Options Printing options used to setup page layout Comments: Options used for printing, page setup and page break view are available on Page Layout tab
  • 19. Navigating Through Excel – Exploring Menu Bar and Tool Bar Functions Formula and Functions Different types of Functions Formatting and Auditing Formulae Comments: It consists of all the available functions and formulae, that are applied on an Excel sheet
  • 20. Navigating Through Excel – Exploring Menu Bar and Tool Bar Functions Data Commands Sorting a moderately sized dataset Applying and Removing filters Validation – Validating data and creating input boxes without using macros Grouping and Ungrouping data Subtotals – for a data Analyzing data with changing values Comments: Data tab consists of all the important data analysis, filtering and sorting options
  • 21. Navigating Through Excel – Exploring Menu Bar and Tool Bar Functions Review Commands Protecting and Sharing Workbook Inserting and Viewing Comments Comments: Workbook and worksheet security options are found on Review Tab
  • 22. Navigating Through Excel – Exploring Menu Bar and Tool Bar Functions View Commands View options of Worksheets Freezing a Window Pane Macro options Comments: Different ways of viewing a worksheets are available on View Tab. It includes viewing gridlines, page break view and zoom options. It also has an option to record maros.
  • 23. Navigating Through Excel – Exploring Menu Bar and Tool Bar Functions Developer Commands Visual Basic Editor Form and ActiveX Controls Comments: Macros, Security, Tool box and ActiveX Controls are available on Developer Tab
  • 24. Advanced Features • Using Sorting and Filtering – Open Credit bank file – Sort on Credit card product – Use filter to show only Gold and City Bangalore – Remove Filter – Create Subtotal based on credit card product on column Limit • Data Import from Text File • Hyperlink • Grouping and Using Subtotals • Using Advanced Filter • Removing Duplicates • Data Validation during data entry
  • 25. What if analysis - Goal Seek • Useful for solving equation for one unknown for better optimizations • Let us suppose that you want to optimize the company profit by manipulating the unit price • Use data ribbon – what if Analysis, Goal Seek • A model is created forecasting the demand with Constant parameters A B and unit price. We need to arrive at profit X by changing the unit price. The pre-requisites are Profit (set cell) should have formula, (To value) should be number desired to achieve, by changing (unit Price) should have a number not a formula. Goal Seek Demo Demand Equation is A* Unit price to the power B A 15000 B -1.2 Fixed Cost 2000 Unit cost 8 Unit Price 16.97 Resulting Demad 502 Profit 2500 Set to Profit Cell To Value 2500 By changing Unit price cell Profit formula = Unit price * demand – fixed cost – Unit cost*demand Demand = A*Unit Price ^ B
  • 26. Census Case Study • Create a report showing the list of villages with the Banking and Primary school facility • Report the list the villages, showing the density of population • Create a report showing the distribution of water resources. Also shortlist the top 10 villages with best and worst water resources/facilities
  • 27. Printing Credit Banking file • Look at Office button print options • Explore print preview various options, • Adjust the margins • Goto page layout menu ribbon • Click on pageBreak view available near zoom level status bar • Use pagebreak . Selecting the print area, controlling the headers and footers • Explore – the page setup options – Scale to fit – Sheet options • Explore the printer configuration options , no. of copies, collating sequence etc., range of pages to be printed, print what , properties tab of printer for double side printing or multiple page printing
  • 28. Types of Function • Text • Statistical and Mathematical • Logical • Look up and Reference • Date and Time • Information A function is entered in Cell giving ‘=<function Name> ‘ or press ƒx in formula bar (Shift F3) and select appropriate function and enter relevant function arguments – Explore Formula s ribbon
  • 29. Census Case Study • Extract the prominent characters of Taluk code from the census data – Right(code,2) • Extract 2 last but 2 characters from the village code – Left(Right(code,4),2) • Find the village name with longest name – Len(vill_name) • Create a new variable which will be combination of taluk code, block code and village code – Concatenate(tal_code,B_code,Vill_Code) – =tal_caode&” “&B_code&” “&Vill_code • Find a list of values which belong to a particular taluk
  • 30. Types of Function – Text Some examples to Text type of functions • Hygiene –LEFT, RIGHT, TRIM –FIND –CONCATENATE, “&” Key –LOWER, UPPER, PROPER • Expert –LEN, EXACT –SEARCH
  • 31. Census Case Study • How many villages have POPHIGH – uses a function – =Countif(PopulationMargin,”POPHIGH”) • Find the villages with maximum and minimum population – =Max(T_P) – =Min(T_P) • Find the sum of total population where the Banking facility is available – using a function – =sumif(B_F,”=1”,T_P)
  • 32. Types of Function – Statistical and Mathematical Some examples to Formulae functions • Hygiene –SUM, ROUND, AVERAGE, MAX, MIN –SUMIF, COUNTIF –MOD, SQRT • Expert –SUMPRODUCT, MMULT, POWER –CEILING, FLOOR, TRUNC –RAND, RANDBETWEEN, EXP, PRODUCT
  • 33. Census Case Study • Create a variable called PopulationMargin which will holds the following values based on the population values – Population greater then average population – POPHIGH – Population lesser then average population – POPLOW • =if(T_P>average(T_P),”POPHIGH”, “POPLOW”) • How many villages have POPHIGH – uses a function – =Countif(PopulationMargin,”=POPHIGH”) • Where ever female population is less than 1000, replace it with average female population – =IF(F_P<1000,average(F_P),” “)
  • 34. Types of Function – Logical Some examples to Logical functions • Expert – AND gives true or false Ex.=AND(A1>5,A2>5) – OR gives true or False =OR(0,0) is False – IF(Logical condition, Value if True, Value if False)
  • 35. Census Case Study • Extract the values from the Data Dictionary for the header codes in the Data sheet and display the same in a row beneath the header code in Data sheet – Using Vlookup • Create a new database with the following variables from the two datasets: Census_1 and Census_2 – Total Population – Primary Education – Banking Facility – Hospitals and Dispensaries • Using Vlookup and Hlookup
  • 36. Types of Function – Look up and Reference Some examples to Reference functions • Hygiene –VLOOKUP, HLOOKUP, LOOKUP –INDEX, MATCH • Expert –INDIRECT, OFFSET
  • 37. Syntax – RIGHT(text,num_chars) • Text – the text string that contains the characters you want to extract • Num_chars – specifies the number of characters you want RIGHT to extract
  • 38. Syntax – LEFT(text,num_chars) • Text – the text string that contains the characters you want to extract • Num_chars – specifies the number of characters you want LEFT to extract
  • 39. Syntax – TRIM(text) • Text – the text string that contains the characters you want to extract
  • 40. Syntax – FIND(find_text,within_text,start_num) • Find_text – the text you want to find • Within_text – the text containing the text you want to find • Start_num – specifies the character at which to start the search. The first character in within_text is character number 1. If you omit start_num, it is assumed to be 1
  • 41. Syntax – SEARCH(find_text,within_text,start_num) • Find text – the text you want to find. You can use the wildcard characters, question mark (?) and asterisk (*), in find text. A question mark matches any single character; an asterisk matches any sequence of characters. If you want to find an actual question mark or asterisk, type a tilde (~) before the character • Within text – the text in which you want to search for find text • Start num – the character number in within text at which you want to start searching What is the difference between Find and Search
  • 42. Syntax – CONCATENATE(text1,text2,...) Syntax – text1&text2&text3&….. • text1, text2, ... – are 1 to 30 text items to be joined into a single text item. The text items can be text strings, numbers, or single-cell references
  • 43. Syntax – UPPER(Text) Syntax – LOWER(Text) Syntax – PROPER(Text) • Text – the text you want to convert to uppercase, lowercase and propercase respectively. These functions does not change characters in text that are not letters
  • 44. Syntax – LEN(Text) • Text – the text whose length you want to find. Spaces count as characters
  • 45. Syntax – EXACT(text1,text2) • Text1 – is the first text string • Text2 – is the second text string
  • 46. Syntax – SUM(number1,number2, ...) • Number1, number2, ... – are 1 to 30 arguments for which you want the total value or sum
  • 47. Syntax – SUMIF(range,criteria,sum_range) • Range – is the range of cells you want evaluated • Criteria – is the criteria in the form of a number, expression, or text that defines which cells will be added • Sum range – are the actual cells to sum
  • 48. Syntax – ROUND(number,num_digits) • Number – is the number you want to round • Num digits – specifies the number of digits to which you want to round number
  • 49. Syntax – MAX(number1,number2,...) Syntax – MIN(number1,number2,...) • Number1, number2, ... – are 1 to 30 numbers for which you want to find the maximum and minimum value
  • 50. Syntax – MOD(number,divisor) • Number – is the number for which you want to find the remainder • Divisor – is the number by which you want to divide number
  • 51. Syntax – PRODUCT(number1,number2,...) • Number1, number2, ... – are 1 to 30 numbers that you want to multiply
  • 52. Syntax – SUMPRODUCT(array1,array2,array3,...) • Array1, array2, array3, ... – are 2 to 30 arrays whose components you want to multiply and then add
  • 53. Syntax – MMULTI (array1,array2) – Matrix Multiplication • Array1 “m X n” matrix , array2 should be “n X O” the result will be “m X O” matrix. The rows of array1 should be matching with columns of array2 3 0 3 1 2 1 0 2 Array1- 2 X 2 Array2- 2 X 2 X = 6 3 6 5 Result is 2 X 2 3x2+0*0 3x1+0*2 3x2+1*0 3x1+1x2 = Working When you declare the formula in a cell =mmult(array1,array2) you get the result 6 only . To get the complete matrix , you need to select 4 cells , Press F2 to edit and press CRTL+SHIFT+ENTER .
  • 54. – POWER(number, power) to get the number to the power – POWER(5,2) Calculates five squared (25) , 5^3 Calculates five cubed (125) – CEILING (number, significance) rounds up to the nearest integer / significance. Opposite is FLOOR(number, significance) , TRUNC(number, numdigits) -Rounds number down, toward zero, to the nearest multiple of significance – CEILING(2.5, 1) Rounds 2.5 up to nearest multiple of 1 (3) – CEILING(-2.5, -2) Rounds -2.5 up to nearest multiple of -2 (-4) – CEILING(-2.5, 2) Returns an error, because -2.5 and 2 have different signs (#NUM!) – CEILING(1.5, 0.1) Rounds 1.5 up to the nearest multiple of 0.1 (1.5) – CEILING(0.234, 0.01) Rounds 0.234 up to the nearest multiple of 0.01 (0.24) – RAND() generates fractional number between 0 to 1 whereas – RANDBETWEEN(Bottom, top) generates between bottom and top numbers
  • 55. – EXP(number) - Returns e raised to the power of number. The constant e equals 2.71828182845904, the base of the natural logarithm. Exp(2) – 7.38 – PRODUCT(number1,number2, …) multiplies all the numbers given • Other functions of statistical, information – MEAN, STD, – ISBLANK,ISEVEN()
  • 56. Syntax – VLOOKUP(lookup_value,table_array,col_index_num,range_lookup) • Searches for a value in the leftmost column of a table, and then returns a value in the same row from a column you specify in the table. Use VLOOKUP instead of HLOOKUP when your comparison values are located in a column to the left of the data you want to find – Lookup_value – is the value to be found in the first column of the array. Lookup_value can be a value, a reference, or a text string – Table_array – is the table of information in which data is looked up – Col_index_num – is the column number in table_array from which the matching value must be returned. A col_index_num of 1 returns the value in the first column in table_array; a col_index_num of 2 returns the value in the second column in table_array, and so on. If col_index_num is less than 1, VLOOKUP returns the #VALUE! error value; if col_index_num is greater than the number of columns in table_array, VLOOKUP returns the #REF! error value – Range_lookup – is a logical value that specifies whether you want VLOOKUP to find an exact match or an approximate match. If TRUE or omitted, an approximate match is returned. In other words, if an exact match is not found, the next largest value that is less than lookup value is returned. If FALSE, VLOOKUP will find an exact match. If one is not found, the error value #N/A is returned
  • 57. Syntax – VLOOKUP(lookup_value,table_array,col_index_num,range_lookup) Number of Licenses Discount 1 0% Cost of Each License 2000 5 5% Number of Licenses 6 10 7% Discount Band 5 15 10% Applicable Discount 0.05 20 12% Your bill 11400 25 15%
  • 58. Syntax – HLOOKUP(lookup_value,table_array,row_index_num,range_lookup) • Searches for a value in the top row of a table or an array of values, and then returns a value in the same column from a row you specify in the table or array. Use HLOOKUP when your comparison values are located in a row across the top of a table of data, and you want to look down a specified number of rows. Use VLOOKUP when your comparison values are located in a column to the left of the data you want to find – Lookup_value – is the value to be found in the first row of the table. Lookup_value can be a value, a reference, or a text string – Table_array – is a table of information in which data is looked up. Use a reference to a range or a range name – Row_index_num – is the row number in table_array from which the matching value will be returned. A row_index_num of 1 returns the first row value in table_array, a row_index_num of 2 returns the second row value in table_array, and so on. If row_index_num is less than 1, HLOOKUP returns the #VALUE! error value; if row_index_num is greater than the number of rows on table_array, HLOOKUP returns the #REF! error value – Range_lookup – is a logical value that specifies whether you want HLOOKUP to find an exact match or an approximate match. If TRUE or omitted, an approximate match is returned. In other words, if an exact match is not found, the next largest value that is less than lookup_value is returned. If FALSE, HLOOKUP will find an exact match. If one is not found, the error value #N/A is returned Similar to Vlookup except columns are inverted to rows
  • 59. Syntax – INDEX(array,row_num,column_num) • Returns a value or the reference to a value from within a table or range – Array – is a range of cells or an array constant – Row_num – selects the row in array from which to return a value. If row_num is omitted, column_num is required – Column_num – selects the column in array from which to return a value. If column_num is omitted, row_num is required – Ex. =Index(A1:B2,2,2) gives Pears Syntax – MATCH(lookup_value,lookup_array,match_type) • Returns the relative position of an item in an array that matches a specified value in a specified order – Lookup_value – is the value you use to find the value you want in a table – Lookup_array – is a contiguous range of cells containing possible lookup values – Match_type – is the number -1 descending order sort,. For 0, or 1 Ascending order sort Apples Lemons Bananas Pears Product Count Bananas 25 Oranges 38 Apples 40 Pears 41 Match(38,array,0) gives position 2,
  • 60. Syntax – IF(logical_test,value_if_true,value_if_false) • Returns one value if a condition you specify evaluates to TRUE and another value if it evaluates to FALSE – Logical_test – is any value or expression that can be evaluated to TRUE or FALSE. For example, A10=100 is a logical expression; if the value in cell A10 is equal to 100, the expression evaluates to TRUE. Otherwise, the expression evaluates to FALSE. This argument can use any comparison calculation operator – Value_if_true – is the value that is returned if logical_test is TRUE. For example, if this argument is the text string "Within budget" and the logical_test argument evaluates to TRUE, then the IF function displays the text "Within budget". If logical_test is TRUE and value_if_true is blank, this argument returns 0 (zero). To display the word TRUE, use the logical value TRUE for this argument. Value_if_true can be another formula – Value_if_false – is the value that is returned if logical_test is FALSE. For example, if this argument is the text string "Over budget" and the logical_test argument evaluates to FALSE, then the IF function displays the text "Over budget". If logical_test is FALSE and value_if_false is omitted, (that is, after value_if_true, there is no comma), then the logical value FALSE is returned. If logical_test is FALSE and value_if_false is blank (that is, after value_if_true, there is a comma followed by the closing parenthesis), then the value 0 (zero) is returned. Value_if_false can be another formula Ex. A1 value is 10 put formula in A2=if(A1>5,”Greater than 5”,”False”) You get the value Greater than 5 in A2 Create two columns with similar data with differences and find out how many differences are there ?
  • 61. Syntax – AND(logical1,logical2, ...) • Returns TRUE if all its arguments are TRUE; returns FALSE if one or more argument is FALSE – Logical1, logical2, ... – are 1 to 30 conditions you want to test that can be either TRUE or FALSE Syntax – OR(logical1,logical2,...) • Returns TRUE if any argument is TRUE; returns FALSE if all arguments are FALSE – Logical1, logical2, ... – are 1 to 30 conditions you want to test that can be either TRUE or FALSE
  • 62. Types of Charts and Formatting Creating a chart • Select the data cells • Select Insert ribbon • Click on charts - a) Column charts b) Bar charts, c) line charts d) Pie charts e) Scatter Plot
  • 64. Types of Charts and Formatting How do you Add Secondary Axis ?
  • 65. Pivot Tables Pivot Table • Summary Report generated from a database • Dataset can reside in a worksheet or in an external data file • Display subtotals and any level of detail that you want • Pivot table does not update automatically when you change the source
  • 66. Creating a Pivot Table • Specify the Data location • Select the data • Complete the Pivot table
  • 67. Microsoft Excel List or Database •Usually, the data that you analyze is stored in a worksheet database (also known as a list). Databases stored in a worksheet have a limit of 65,535 records and 256 fields. The first row in the database should contain field names. No other rules exist. The data can consist of values, text, or formulas External Data Source •If you use the data in an external database for a pivot table, use Query (a separate application) to retrieve the data. You can use dBase files, SQL Server data, or other data that your system is set up to access Multiple Consolidation Ranges •You also can create a pivot table from multiple tables. This procedure is equivalent to consolidating the information in tables. When you create a pivot table to consolidate information in tables, you have the added advantage of using all of the pivot table tools while working with the consolidated data Another Pivot Table Report or Pivot Chart Report •Excel enables you to create a pivot table from an existing pivot table or pivot chart. Actually, this is a bit of a misnomer. The pivot table that you create is based on the data that the first pivot table uses (not the pivot table itself). If the active workbook has no pivot tables, this option is grayed—meaning you can’t choose it. If you need to create more than one pivot table from the same set of data, the procedure is more efficient (in terms of memory usage) if you create the first pivot table and then use that pivot table as the source for subsequent pivot tables