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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