MS Excel, Introduction
MS Excel, Introduction
Note: in some steps, the "how to" is given in this style.
Start Excel
Hide Office Assistant if you prefer
Discuss window content; refer to Handout 12.16
Make different cells active; use mouse and keyboard, watch Name Box, row and column indicators
In A1, enter Income
A2: Expenses
A3: Savings
B1: 1143
B2: 658
B3: =B1-B2 Enter = from the keyboard, click B1, enter - from keyboard, click B2, click the Enter button (green check mark on formula bar)
Click Save on toolbar and save as personal1_
Note file extension, "xls". If it does not display on the title bar, use Windows Explorer; go to Tools > Folder Options > View to show file extensions for registered file types.
Select cells A1:B3 Click in A1 and drag to B3
Change font to Arial 12 Use drop down menus for Font and Font Size on formatting toolbar
Select Rows1 and 2 Click and drag in row header where the row labels appear
Right click in selection > Insert
Discuss Insert Options smart tag button; click Format Same As Below
A1: Personal Finances
Save
Insert two rows between Row 4 and Row 5; Format Same As Above
A5: Income taxes
Widen Column A to accommodate wider content of A1 and A5; double click the column header between A and B
A6: Total Expenses edit the cell content in the formula bar
Enter Personal Expenses in A4:
Widen Column A if and when necessary
D3: Tax Rate
E3: 26%
B5: =E3*B3
Move 658 from B6 to B4 right click B6, click Cut; right click B4, click Paste
Select B4:B6
AutoSum Click Autosum button on toolbar
Select B6; look at formula bar
Select B3:B7
Right click > Format Cells > Number tab > Number, Use 1000 separator > OK
Edit B7 to =B3-B6
Use Format Painter to format B6 to match B7
Save
Change B3 to 1234.56
Note cells that change
E3: 28.5%
Note the display in E3 (might show as 29%)
Note effect on B5:B7
Select E3
Right click > Format Cells > Number tab > Percentage > Decimals 1 > OK
A10: Updated on
B10: Enter today(s date, eg. 11/1
Try changing the tax rate to see the effects
Select A1:E1
Right click > Format Cells > Alignment tab > Horizontal > Center Across Selection
Font tab > Bold, 16 point, dark blue > OK
A2: Based on a two week period
Center across A2:E2
Select A1:E2
Format selection with red border
Select A7:B7
Click Bold on toolbar
Check format of B10 Use Number tab of Format Cells dialog
58. Adjust font for consistency, if necessary
59. Insert two rows above Row 3; clear formatting
60. Increase height of new Row 3
61. In B4: Doug
62. In C4:
63. Select B4:C4
64. Alignment center
65. Your income = 1565.75; your personal expenses = 654.15
66. Copy Total Expenses and Savings formulas
67. Copy Income Taxes formula; correct with absolute cell reference
68. Adjust formatting
Save
by Doug Brandy, last update April 1, 2004
brandyd@
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