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Basic Excel

The document provides a comprehensive overview of Microsoft Excel, detailing its key features, including data organization, mathematical calculations, and data visualization tools. It covers fundamental concepts such as columns, rows, cells, and various formulas for calculations, data validation, and conditional formatting. Additionally, it includes instructions for manipulating worksheets, inserting and deleting cells, and performing tasks like mail merge and creating dashboards.

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Soumya Sarkar
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© All Rights Reserved
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0% found this document useful (0 votes)
4 views24 pages

Basic Excel

The document provides a comprehensive overview of Microsoft Excel, detailing its key features, including data organization, mathematical calculations, and data visualization tools. It covers fundamental concepts such as columns, rows, cells, and various formulas for calculations, data validation, and conditional formatting. Additionally, it includes instructions for manipulating worksheets, inserting and deleting cells, and performing tasks like mail merge and creating dashboards.

Uploaded by

Soumya Sarkar
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Basic Excel

Excel → Accounting → Workbook → Worksheet

Excel is a spreadsheet software developed by Microsoft, used for storing, organizing, analyzing, and
visualizing data. It is part of the Microsoft Office Suite.

Key Features of Excel:


✔️ Works with data arranged in rows and columns (grid of cells)

✔️ Can perform mathematical calculations using formulas and functions

✔️ Supports charts and graphs for data visualization

✔️ Allows data analysis tools like PivotTables, conditional formatting, etc.

✔️ Can be used for automating tasks with Macros

Columns:

✔️ Vertical sections in the worksheet

✔️ Labeled with letters (A, B, C, ..., Z, AA, AB, etc.)

✔️ Example: Column A, Column B

---

Rows:

✔️ Horizontal sections in the worksheet

✔️ Labeled with numbers (1, 2, 3, 4, ...)

✔️ Example: Row 1, Row 2

---

Cell:

✔️ The intersection of a row and a column

✔️ Each cell has an address based on its column and row

✔️ Example:
A1 → Column A and Row 1

B2 → Column B and Row 2

---

Simple Diagram:

A B C

1 Cell A1 Cell B1

2 Cell A2 Cell B2

3 Cell A3 Cell B3

A, B, C = Column = 16384 vertical lines

1, 2, 3 = Row = 1048576 horizontal lines

---

To increase the size of column and row:

Column → Select the column name

Place the cursor between two column names

A|B

← Drag and increase/decrease

Row → Select the Row number

Place the cursor between two row numbers

1|2

← Drag and increase/decrease

2) To autofit columns and rows


Column → Place the cursor between two column names

A|B

Double click on the icon ↔

Row → Place the cursor between two row numbers

1|2

Double click on the icon ↔

---

To insert column/cell:

① Home → Insert → Insert cell → Insert sheet column

② Click on column name

Right click

Insert

③ Click on cell

Right click

Shift cells right

Shift cells down


Entire row

Entire column → ok

To insert Row

① Home → Insert → Insert cell → Insert sheet Rows

② Click on row number

Right click

Insert

---

To delete columns/cells

① Click on column name

Right click

Delete

② Home → Delete → Delete Cell → Delete sheet Columns

③ Click on cell


Right click

Shift cells left

Shift cells up

Entire row

Entire column

Ok

---

To delete Row

① Home → Delete → Delete cells → Delete Sheet Rows

② Click on row number → Right click → Delete

---

Signs

① ➕ → Active cursor → (to select the cells)

② ➡ ➕ → Drag and Drop → to drag the same formula

③ ⬌ ⬍ ⬋ ⬉ → Move cursor → to move the selected text

④ ➕ → Fill handle
---

Bring Enter within the cell

(Computer classes) → Alt + Enter

---

To take a new sheet

① Click on “➕”

② Home → Insert → Insert Sheet

③ Shift + F11

To delete a sheet

① Click on sheet name

Right click

Delete

② Home → Delete → Delete Sheet

---
To Rename a sheet

① Click on sheet name

Right click

Rename

Enter

② Home → Format → Rename → Enter

---

To color a sheet

① Click on sheet name

Right click

Tab color

Choose color

② Home → Format → Tab color → Choose color

Formula
Notes:

① Always starts with "="

② No space between the characters

③ The text in the formula is to be written in capital or small, doesn't matter

---

Formula

1) Date formula

=today() ⏎

Yesterday → =today() - 1 ⏎

Tomorrow → =today() + 1 ⏎

More examples →

=today() - 20 ⏎

=today() + 20 ⏎

---

2) Date and Time

=Now() ⏎

---
3) EOMONTH formula (End date of month)

① =eomonth(start date, month number) ⏎

Start date = today's date

Month number = month

For example:

=eomonth(A1, 0) ⏎ (Cell check)

A1 = Click on start date i.e., today's date

0 = Present month

=eomonth(A1, 2) ⏎

A1 = Click on today's date

2 = Month number

---

=eomonth(A1, -2) ⏎

A1 = Click on today's date


-2 = Month number

---

4) Sum (total)

=SUM(range) ⏎ / Alt + = ⏎

Range = selecting the numbers

---

5) Average

=Average(range) ⏎

---

6) Maximum

=Max(range) ⏎

---
7) Minimum

=Min(range) ⏎

8) Addition

= Click on first cell + Click on second cell ⏎

---

9) Subtraction

= Click on first cell - Click on second cell ⏎

---

10) Multiplication

= Click on first cell * Click on second cell ⏎

---

11) Division

= Click on first cell / Click on second cell ⏎


---

Marksheet

Subjects
Name Roll No Total Average Max Min Pass/Fail Grade
English Bengali Math
=Nested
Random Random Random =Sum =Average =Max =Min =If If
Random Random

IF Formula

=IF(logical test, true value, false value) ⏎

Logical test = condition

True value = if the condition matches, what should be the answer

False value = if the condition doesn't match, what should be the answer
Examples

VALUE RESULT

1. Cat white
2. Dog 0
3. Cat white
4. Tiger 0
5. Cat white
6. Lion 0
7. Monkey 0

=IF(A1="Cat", "white", "0") ⏎


A1 = cell reference

Examples with Numbers

Value Result

99 No

100 Yes

101 Yes

299 Yes

85 No

67 No

499 Yes

79 No

45 No

400 Yes

500 Yes

---
IF Formula Examples

=IF(A1 > 99, "Yes", "No") ⏎

=IF(A1 < 100, "No", "Yes") ⏎

=IF(A1 >= 100, "Yes", "No") ⏎

=IF(A1 < 99, "No", "Yes")

---

Pass/Fail formula

=IF(Avg >= 40, "Pass", "Fail") ⏎

---

Nested If formula (Grade formula)

Grade Criteria

90+ = AA

80+ = A+

70+ = A

60+ = B+

50+ = B

40+ = C
Below 40 = Fail

Nested If formula

=IF(Avg > 90, "AA", IF(Avg >= 80, "A+", IF(Avg >= 70, "A", IF(Avg >= 60, "B+", IF(Avg >= 50, "B", IF(Avg >=
40, "C", "Fail")))))) ⏎

---

Conditional Formatting

Home

Select range

Conditional Formatting

Highlight Cell Rules

Data Bars

Color Scales

Icon Sets

Options
Greater than .....

Less than .....

Between .....

---

Equal to .......

Text that contains

Put value

Choose color → custom format → customize color → Ok

---

SALES REPORT

Khosla Electronics
Serial No Item Brand Price Per No. of Total Paid Due
Name Name Unit Unit
Formula Data Data RANDOM RANDOM Price RANDOM TOTAL-
Validation Validation per PAID
unit ×
No. of
unit
---

DATA VALIDATION

Method 1:

Select cells where you want data validation



Data

Data Validation

Allow : List

Source : Type the item names separated by commas

Ok

Method 2 - Type the item names somewhere

Select cells where you want Data Validation



Data

Data Validation

Allow : List

Source : Click on the icon

Select the item names you wrote before

Enter

Ok

---

Method 3 - Name Manager

Type the item names and select them



Formulas

Name Manager

New

Rename

O
---

Select cells where you want Data Validation


Data

Data Validation

Allow : List

Source : "Name"

Ok

---

Serial No Formula

1. Type 1 and 2

Select both 1 and 2

Drag and drop

1) Type
1

Type
2

Select

Column

Step value - 1 and Stop value – as per your need

OK

---

2) = row () ⏎

3) = row () - 2 ⏎

4) = row () - 2 ⏎

5) = IF (A1 = 4, 4, row() - 2) ⏎

Return the above cell numbers.

---

Count Formula

1) = COUNT () → to count numbers except characters

2) = COUNTA () → to count characters or blank-filled cells

3) = COUNTIF () → to count only for one specific section

4) = COUNTIF (range, criteria) ⏎

---

Sumif Formula

Sumif → to count the total of something particular

= Sumif(range, criteria, sum total) ⏎


Range → select the whole table

Criteria → select the criteria or type the criteria within quotes

Sum total → select the range of total

Dashboard

Sheet 1 = Income

Sheet 2 = Expense

Sheet 3 = Study

Sheet 4 = Dashboard

---

1)

Item Name Price per Unit No. of Unit Total Amount (Sum of total) Total Paid Total Due

Total Collection = Sum of paid

Total Due = Sum of due

---
2) Sheet 2 = Expense

Salary =

Rent =

House holding Cost =

Electric Bill =

Water Bill =

Total Expense = Sum of the above

---

3) Sheet 3 = Study

Income = Automatic

Expense = Automatic

Profit = Formula

Profit = income - expense

Loss = if (income < expense, income - expense, 0.0)

---

4) Sheet 4 = Dashboard (PDF sent)

Travel Budget (PDF sent)

We will use sum by formula


---

Mail Merge

Database - Excel

Design Template - Word

Database Example:

Name | Roll | English | Bangla | Math | Total | Average

---

# No merge cell

# Headline must

# No blank cell

---

Design Template Example:

Name: ..............

Roll No.: ..........

Class: .............

Section: ...........
Subjects:

English | Full Marks | 100

Bangla | Full Marks | 100

Total:

Average:

---

Steps of Mail Merge

STEP 1:

Mailings → Select Recipients → Use an existing list

STEP 2:

Browse → Select Database → OK

STEP 3:

Mailings → Insert Merge Field → Select option

STEP 4:

Mailings → Finish and Merge → Edit individual document → All → OK

Mail Merge

13) Remove Duplicates

Select range

Data

Remove Duplicates

OK

---

14) Freeze Panes

Click on the first row/first column which ever you want to freeze

Freeze Panes

Freeze Top Row/Top Column

---

To Unfreeze

Select the row/column


View

Freeze Panes

Unfreeze Panes

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