Excel Notes Part 1
Excel Notes Part 1
A worksheet (or page) in a workbook contains 16,384 columns that are labelled using letters of the
alphabet. The first column in a worksheet is labelled column A, while the last is labelled XFD
A worksheet (or page) in a workbook contains 1,048,576 rows that are labelled using numbers from 1 to
1,048,576
Where a column and row intersect we get what is known as a cell. You enter your data into these cells.
Each cell in a worksheet can hold up to 32,767 characters – although it would be unrealistic to ever push
it this far. Cells are referred to by their column and row labels. For example, in the screen above the cell
we are pointing to is C11 – this reference is known as the cell address and is most important as it is
frequently used in commands and formulas
When you start typing something, you want it to appear somewhere in the worksheet. As a consequence
when the Status Bar shows Ready mode, at least one cell in the worksheet will be highlighted – this is
known as the active cell. In the screen above, the active cell is cell A1 – notice that the column label and
the row label also appears coloured to indicate the active cell. You can have more than one active cell –
when this occurs you have what is known as a range
A workbook (as you would expect) is made up of pages known as worksheets. You can have as many
sheets in a workbook as your computer resources can accommodate. As a default, a new blank workbook
normally has 3 worksheets labelled Sheet1, Sheet2, and Sheet3. Of course these labels are pretty boring
and meaningless and can be changed to something more relevant
Formulas are so simple to use, and also extremely powerful. You can edit a formula whenever and
however you want. Simply click the cell where the formula was typed, then change the details on the
Formula bar above. The changes will be reflected immediately.
Unfortunately, formulas have to be typed out. This means that when you want to add or subtract about
15 to 20 different cells, you’re going to have to add the + sign every single time. This is where Functions
come in. They are predefined, they are easy to use, and they are designed for quick operations. For
better understanding on using a function to your advantage, do the following example:
The function you’ve entered will be performed and the results will be displayed. Try experimenting with
different functions to see what each one does, so that you familiarize yourself with them.
=SUM(x:y)
Here, x and y are cells, and all the cells between x and y will be selected, and the contents added. You
can simply type out these cell references, or just select them with your mouse. An example for adding 2
numbers using formula was given above. Try the same with the function to get the feel of how the Sum
function works.
The sumif function works the same way, but it needs a condition. It’s a condition that must be satisfied
by the contents of the cell for them to be added. The syntax for sumif is:
=SUMIF(x:y,”condition1”, “condition2”)
Just replace “condition” by whatever you need. There doesn’t necessarily have to be two conditions.
There can be any number of conditions as required. It is sort of like a C program’s if statement. For
example:
The sumif function is the ideal choice when you’re doing a statistics report and you need to add up
values that go beyond a certain range.
Replace the condition by whatever condition you need. Let us take an example for better understanding:
This will display a certain value, which is the number of cells that contain a number greater than 5. This
function is extremely useful when you need to quickly find out how many entries have been made that is
greater than or less than a particular value.
Cell References
There are 3 types of cell references in Excel. They can get quite confusing, so there are some examples
illustrated to point out the differences between each of the references clearly. The three reference types
are:
Relative
Absolute
Mixed
Before jumping straight into the 3 references, let’s discuss a bit about what reference actually means.
References are the names of cells, put simply. Each cell is addressed by its reference, and not by
anything. This has a major advantage! Consider a cell having a mathematical formula that relates cell B2
and B3. If the contents of B2 and B3 are changes, so does the cell containing the formula. The changes
made will be reflected. With that short introduction, let us take a look at each of the references along
with examples:
Relative Reference
Excel uses this reference type by default. When you click on a cell that contains a formula which looks
something like “=A1*B1”, then it is called a relative reference. It’s called relative because, if the cell
containing the formula is dragged somewhere, then the cell references automatically adjust themselves.
That is, they don’t stay as A1 and B1 anymore, but now they become A2 and B2. Let us try to understand
what relative reference means with a clear example:
Absolute Reference
If you need to have a certain set of data applied in a mathematical equation along with a constant value,
then absolute reference is the way to go. For example, consider the conversion dollars to pounds. A
logical way of conversion would be to enter the amounts of dollars in a particular column, and use a
formula “=A1*x” where x would be the conversion factor. Though logical, it has a certain flaw. You will
have to click on the cell, and make the conversion changes yourself every time the dollar to pound
conversion factor changes. The easiest way to do it would be by giving an absolute reference.
Unlike in relative reference, where the relative cells vary as the formula is dragged down, an absolute
reference to a cell means that that particular cell will be used throughout the cells in which the formula
has been applied. The general syntax to create an absolute reference to a cell is:
The $ sign indicates the particular column or row to be constant. If you want the row to be constant,
leave out the first $ sign. Similarly, if the column is desired to be constant, leave out the second $ sign.
You can now see that all the cells take a relative reference to the cells in column A, but a fixed reference
to the cell E1. Any change made in E1 will reflect in the cells of column B.
Mixed Reference
Mixed Reference is a combination of the Relative and Absolute References. You usually will not be using
mixed reference, unless your spreadsheet has formulas that connect different rows and columns at the
same time. This is quite difficult to explain if you don’t try it out yourself, so the entire concept has been
illustrated with the help of an example. Make sure you try out the example as you read along in order to
understand it better. The easiest example would be a multiplication table.
You will notice that the numbers become quite huge. Now observe each of the cells and its formula. You
will notice that since relative reference is used, the cells start multiplying the numbers directly above
them and directly to the left of them. Thus, the extremely huge values.
Now enter the formula =$A$2 * $B$1 in cell B2. Now drag the formula throughout the entire cell range.
You will notice that the entire range displays 1. This is because the reference, being absolute, ends up
multiplying only cells A2 and B1 in all the cells.
This is where you may face problems. If you can’t use relative and absolute references, then what can
you use? That’s where mixed reference comes in. You basically want the row to be constant in one
multiplication term, and the column to be constant in the other. Therefore, what this is means is that the
first term has a relative reference to the column, and the second term has a relative reference to the
row. Let us try this out now in our multiplication table.
Let us analyze what we have done here. In the first term B$1, we have created an absolute reference to
the row, but a relative reference to the column. In the second term, the opposite is done. Now in cell B3,
observe the formula. It should say B$1*$A3. Notice how only the row of column A has changed?
Similarly, each of the cells in the range will have the right cells in the formula because of the mixed
reference. Your multiplication table is now complete, along with your understanding of mixed reference!
composition.
First, you have to highlight the area that you want to transpose.
Once the area is highlighted, right-click and select copy.
Then, place the cursor into any blank cell or column where you want the data to transfer.
Afterward, you can highlight the empty cell and go to Home-Paste and Transpose.
Always remember that the command will not be executed unless you can copy the necessary data first.
Otherwise, you would have to repeat the whole process again.
1. Select the text or graphic that has the formatting that you want to copy.
4. Use the brush to paint over a selection of text or graphics to apply the formatting. This only
works once. To change the format of multiple selections in your document, you must first
double-click Format Painter.
Tip: Use Alt+Ctrl+C to copy a format, and Alt+Ctrl+Vto paste a format. While the cursor does not change
to a paintbrush, you can repeatedly select text and paste formatting to multiple areas without re-
copying.
Select a range of tabular data, such as A1:L5 (multiple rows and columns) or C1:C80 (a single column).
The range can include the first row of headings that identify each column.
2. On the Data tab, in the Sort & Filter group, click to perform an ascending sort (from A to Z, or
smallest number to largest).
Use this technique to choose the column you want to sort, together with other criteria such as font or cell
colors.
1. Select a single cell anywhere in the range that you want to sort.
2. On the Data tab, in the Sort & Filter group, click Sort to display the Sort popup window.
3. In the Sort by dropdown list, select the first column on which you want to sort.
4. In the Sort On list, choose Values, Cell Color, Font Color, or Cell Icon.
5. In the Order list, choose the order that you want to apply to the sort operation—alphabetically or
numerically, ascending or descending (that is, from A to Z (or Z to A) for text, or lower to higher, or
higher to lower for numbers).
4. Select Text Filters or Number Filters, and then select a comparison, like Between.
When you Create and format tables, filter controls are automatically added to the table headers.
1. Select the column header arrow for the column you want to filter.
2. Uncheck (Select All) and select the boxes you want to show.
3. Click OK.
The column header arrow changes to a Filter icon. Select this icon to change or clear the filter.
Temperature information with conditional formatting applied that shows top 10% and bottom 10%
values
1. Select the range of cells, the table, or the whole sheet that you want to apply conditional
formatting to.
To highlight Do this
Values in specific cells. Examples are dates after this week, or numbers Point to Highlight Cells
between 50 and 100, or the bottom 10% of scores. Rules or Top/Bottom Rules, and
then click the appropriate option.
The relationship of values in a cell range. Extends a band of color across the Point to Data Bars, and then click
cell. Examples are comparisons of prices or populations in the largest cities. the fill that you want.
The relationship of values in a cell range. Applies a color scale where the Point to Color Scales, and then
intensity of the cell's color reflects the value's placement toward the top or click the scale that you want.
bottom of the range. An example is sales distributions across regions.
A cell range that contains three to five groups of values, where each group Point to Icon Sets, and then click a
has its own threshold. For example, you might assign a set of three icons to set.
highlight cells that reflect sales below $80,000, below $60,000, and below
$40,000. Or you might assign a 5-point rating system for automobiles and
apply a set of five icons.
The Ribbon
The Microsoft Office Excel ribbon is your personal Excel tour guide. Anything you want to accomplish
with Excel, you can do it with the ribbon’s multitude of options. The only problem, however, is that it is
extremely difficult to try and remember a specific where a particular function, format, or option is,
considering the fact that there are 8 tabs! This is especially true if you are just a beginner. With that said,
the ribbon was actually implemented to make things easier. That’s right! Prior to 2007, all the MS Office
software had just toolbars. No easily accessible tabs and no images on the different functions. Can you
imagine working on a worksheet like that? Especially when you’re just starting out and have no clue
where anything is? This is where the ribbon came to the rescue. Images were added to different
functions so that the user interface was as friendly as possible.
When you do get used to the ribbon, you will find it extremely easy to perform different functions and
create unique formats. When you don’t remember a particular function or the shortcut for a particular
task, then the ribbon will be your savior. Backtracking to the structure of the ribbon, it has three main
parts (which makes or breaks your spreadsheet):
Tabs
Groups
Commands
Tabs: At the very top of the spreadsheet, you will be able to see 8 tabs, with the File tab always selected
by default. These tabs contain groups of commands that are related to each other. For example, under
Insert you will be having options to insert a graph, insert a chart, and so on and so forth.
Groups: When groups were mentioned before, what was meant was an actual component of the ribbon
called a group? Each group has related commands, and the name of each group appears at the bottom
of the group, below the tab. For example, in the group Alignment under the Home tab, you have several
options of alignments to choose between (the left, centre, or justified).
Commands: These are the actual commands you will be using. Each command performs a specified
function, and the number of commands available are so diverse that you can practically do anything you
want to with your ideas and creativity being the only limitation.
When you look at the tabs and the ribbons, you may feel that they are organized quite the way you want
them to be. Fret not, because you have been given the power to customize the ribbon the way you want
to make it your ribbon. The following section will explain about customizing a ribbon to truly make it
your own, and to make it much easier for you to apply certain commands if you will be using them more
than the others.
Right click on the ribbon area (it can be anywhere within the ribbon). Click on Minimize the Ribbon.
Now the ribbon would have disappeared from the screen. They haven’t disappeared forever; you just
need to click on each tab whenever you want to make use of some command. Whenever you click the
tab, the commands do appear, albeit temporarily. As soon as you are done with the commands, they
automatically disappear, giving you the minimized look once again. Unfortunately, the same also
happens as soon as you click somewhere within the document, before applying the command. You have
to be careful to not mis-click anywhere before applying the commands you want to. With that out of the
way, if you still want to customize the ribbon, read on:
Right click on the ribbon area.
Click on Customize the Ribbon.
Now a (not-so-little) dialog box should pop up. Now, suppose you want to create a tab with specific
groups in mind. And suppose in the default ribbon, these groups are spread across various tabs, which
you do not want to select each time you are in need of a particular command. Do the following to create
a new tab with your own customized commands:
Apart from just creating tabs, you can even create new groups. Creating groups is just as easy as creating
tabs is.
The created groups also appear in the tab you have created, along with the other tabs (if you have
customized one of the default tabs).
It’s important for you to note that this resets both the Ribbon customizations and the Quick Access
Toolbar customizations. If you do not want your quick access toolbar customizations (as explained in the
next section) to be deleted as well, then be careful here.
When you’re using Excel extensively and need to use a couple of commands repeatedly, then going for
the Quick Access Toolbar instead of clicking on the corresponding tab and group may be faster. It also
acts as a substitute for a customized Ribbon. For example, you can have a few alignment options in your
Quick Access Toolbar while having your Insert tab open and ready to insert pictures or charts at any
given time. The best part is, once you get used to using the Quick Access Toolbar, you will start to
depend less on the Ribbon.
Are those 3 default commands the only ones you can use with the QAT? Definitely not. With the small
drop-down button at the right end of the QAT (Customize the Quick Access Toolbar), the most widely
used commands appear, from which you can select anything you want. You are also not confined to the
displayed 12 commands. Just click on More Commands and you will be able to choose from all the
commands available.
When you need to add a command that is not available in the Ribbon, then:
You can now select whichever command you want to the QAT.
If you feel like adding a command on the go while you’re working on a particular spreadsheet, just do
this:
With this, the command you just selected will now appear on the right side.
Protect a worksheet
To prevent other users from accidentally or deliberately changing, moving, or deleting data in a
worksheet, you can lock the cells on your Excel worksheet and then protect the sheet with a password.
Say you own the team status report worksheet, where you want team members to add data in specific
cells only and not be able to modify anything else. With worksheet protection, you can make only certain
parts of the sheet editable and users will not be able to modify data in any other region in the sheet.
Protecting a Sheet
1. Protect Sheet
2. Protect Workbook
You can protect your worksheet from being modified by another user. This prevents unwanted changes
from others by limiting their ability to edit. For example, you can prevent people from editing locked
cells or making formatting changes to delete columns or rows. Password protection prevents other users
from removing the worksheet protection, it needs to be entered to unprotect the worksheet.
On the toolbar select the review option. Go to Home Tab and Click on Arrow Down option
A protect sheet dialog box will open. Select the appropriate option.
Checked the box that you want the user to access the particular cells.
Password to unprotected cells – Allows only those users who know the valid password to
unprotect the worksheet and can make changes.
Allow all users of this worksheet to – Checked boxes are aspects that any user can access and
make changes.
Step 4: Create a Password and Click “OK”
Reenter the password in the confirmed password dialog box. Then click on Ok.
Finally, your sheet is protected.
This feature prevents other users from viewing hidden worksheets details, or or adding, moving,
deleting, worksheets. You can protect the structure of your Excel workbook with a password. By using
workbook protection other users are unable to change its structure, order of sheets of our workbook,
and many more.
Click on the structure to protect the structure and window dialog box.
Step 4: Create a Password
When the workbook is unprotected, Users can now change the structure and windows of your
workbook.