Excel Basics: Spreadsheet Overview
Excel Basics: Spreadsheet Overview
Basic
Tema 1: ¿Qué es una hoja de cálculo?
A spreadsheet is an application designed to manipulate data and numbers. Its development is based
in the concept of a spreadsheet and is used to solve mathematical calculations in different disciplines.
Una vez que tienes instalado Office, para acceder a Excel sólo tendrás que hacer un clic en el icono
corresponding inStart / Excel.
Another way is to click on the icon (it will usually be a "shortcut" that we have in
ourDesk.
If you do not have access to Excel, the way to create it is very simple. For example, we can create
an access in the Start menu; for that we will go to:
Start > there we search Excel 2013. We right-click on the name of the application then
We click on Open File Location and the following appears:
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Right-click on the application name and in the new dropdown click on
Send to / Desktop (create shortcut).
Another way to create a shortcut is by following the steps explained above, but when you reach the moment
Right-click on the application name, we will click on another option: Copy.
We will then go to the place where we want to create the 'access' (the Desktop is the most normal) and we will click.
Right-click and in the options, we will click on 'Paste shortcut'.
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We can also create a shortcut in the taskbar below. To do this, we just need to
drag the "shortcut" icon there, and we will have it ready to use when we need it.
In any of the ways explained in this lesson, we will be able to access Excel 2013.
Procedure:
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Description:
1. Program icon:
2. File Button: allows us to manage files, in our case e-books.
file management.
4. Title bar: Displays the name of the application and the active book.
5. Control buttons: They are used to Minimize, close, maximize, or restore the active window.
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Know the Excel sheets
Home Tab:
An important card that we will use frequently, composed of ten groups: Tables,
Illustrations, Applications, Graphics, Reports, Mini Charts, Filters, Links, Text, and Symbols.
In this tab we have five groups: Topics, Page Setup, Adjust Print Area,
Sheet options, Organize.
Formula Tab
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Tab or Data Sheet:
It is another of the important cards for our books. It has five groups: Obtain data
externos, Conexiones, Ordenar y filtrar, Herramientas de datos, Esquema.
In this record, the groups are four: Review, Language, Comments, and Changes, with their
corresponding task icons for each one.
Tab View:
Here the groups are five: Book Views, Show, Zoom, Window, and Macros.
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7. Name Box: Displays the name of the active cell, it also allows us to
8. Button Area With the button to cancel the data that is being
typing in the cell. With the button the data that is being entered and the button
9. Formula bar: Different operations are carried out in this bar, such as:
Modify the content of a cell.
Visualize the input of information (formulas and/or functions)
View cell content
Copy and paste part of the formula into another cell or in the same cell.
12. Row Header: It is represented by numbers, starting at row 1 and ending at row
1048576. To see the last row, press Ctrl + simultaneously. .
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Cell: It is the intersection of a column with a row.
Example
A23 Column
A Row 23 AP1234 Column
AP Row 1234
G45 Column
G Row 45 AP1234 Column
AP Row 1234
G45 Column
G Row 45 T6784 Column
T Row 6784
A23 Column
A Row 23 DR2345 Column
DR Row 2345
O987 Column
O Row 987
14. Electronic Sheet Pointer: They are rectangular in shape and indicate the active cell, that is
where will the data that is being typed be entered.
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16. Horizontal scrollbar: We can move horizontally in the book.
electronic.
17. Leaf view: Shows the pages that the e-book has.
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Description:
Insert: It is used to insert a new sheet.
You can also use the keyboard: Shift + F11 or click the button
Delete: deletes the active sheet.
Change Name: Allows to modify the sheet label name.
Move or copy: It allows us to copy an identical sheet to the current sheet.
View code: It activates a new window, where the programming environment is displayed.
Microsoft Visual Basic for Applications program.
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You can also use the shortcut: Alt + F11.
To move Keyboard
A cell in the indicated address
It moves up or down to the edge of the current data region <Ctrl+ > >
It moves to the left or right of the current data region <Ctrl + > >
Through unlocked cells in a protected sheet Tabulator
At the beginning of a line <Start>
At the beginning of the sheet <Ctrl+Home>
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Down a screen Page Avenue
Upward a screen <Re Page>
To the right a screen <Alt+Page Up>
To the left, a screen <Alt+Re Page>
To the next page of the book <Ctrl+Page Up>
Towards the previous page of the book <Ctrl+Re Pág>
For... Keyboard
To save the Excel <Ctrl + g>
For... Keyboard
To Copy <Ctrl + c>
To Take <Ctrl + v>
To Cut < Ctrl + x>
To undo the last change < Ctrl + z>
To change the active cell using the mouse, just click on it.
For... Keyboard
Extend the selection Uppercase > ó < > ó < > ó < >
Extend the selection to the edge of the current data region <Ctrl+ Shift+ > ó < > ó < > ó < >
Extend the selection to the beginning of the row <Shift+Home>
Extend the selection to the beginning of the sheet <Ctrl+Shift+Home>
Select an entire column <Ctrl+Space>
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For... Keyboard
Select an entire row Shift+Space
Remove the selection and leave it in the active cell <Shift+Backspace>
Extend the selection down one screen. <Page Up>
Extend the selection up one screen <Shift+Re Page>
Select the current region <Ctrl+Shift+*>
With a selected object, select all objects with <Ctrl+Shift+Space>
leaf
In addition to the keyboard selection method, there is the mouse selection method. The pointer
from the cross mouse , it indicates that we can make a selection. To select with the mouse, it is enough to
click and hold on the desired area until it is shaded
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Columns and/or rows can be fully selected from the column headers.
Likewise, entire rows can be selected from the header of the rows.
In this way, columns, rows, or cells that are contiguous have been selected.
To select non-contiguous rows, columns, or cells, the <Ctrl> key is used and the
same methods described above. So one could have a selection like this
Finally, to select the entire sheet, you can use the button located on the left of the
header of column A and above row 1.
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The formula bar informs us of the number of rows and columns selected. In our case, 1048576.
rows by 16384 columns.
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Topic 2: Data Entry
In Office Excel, data can be entered in various ways: After typing the data, press:
Press the Enter key to input the data and the MS Excel cursor moves to the next line.
With the Mouse: Click anywhere on the spreadsheet, the data enters and the pointer activates.
the cell where he/she clicked.
Directional keys: Press the directional keys to enter data and the pointer moves.
direction of the arrow.
Formula bar: Click on the the data enters but the pointer does not move from the cell
initial.
Data entry or input into a spreadsheet must be done cell by cell. For example, if
we have the following table:
Name Position Sueldo Descuento Total
Felipe González Pedrero Manager $3,000 3% $2,910
Ana Fernández Robles Comptroller $2,500 2% $2,450
Luis Alberto Rodríguez Arana Assistant $1,900 2% $1,862
Sunday Cruz Martínez Messenger $1,080 1% $1,069
Alfredo Posadas Pérez Driver $980 1% $970
Each piece of data goes in a cell. In the case of the Name, even though there are several words, it is
a single piece of data and for this it is written in a single cell. In this same column of the name it can be seen that
some do not appear complete because the next column contains information. It will be seen later
how to make this column show the content, since the information is there even if it is not visible.
To capture information, you must be in the desired cell and start typing. If you want to enter a
formula you type the equal sign, when doing this, the formula bar takes on a different appearance and acquires the
following functions:
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Introduce Insert Function
Excel is a program that is characterized by performing mathematical calculations, which implies creating formulas for
different level and to solve this problem Excel works with arithmetic operators and cell addresses.
When we talk about cell addresses, we must indicate the name of the cell, just as it is represented.
continuation:
Data Type:
Numerical: Composed of numbers and mathematical operators. 1, 2, 3, 4, 5, ..., 9, 0, +, -, *, /, etc.
Alphanumeric: Composed of letters and special characters. A, b, c, d, ..., x, y, z, A, B, C, D, ..., X
Y, Z, &, $, etc.
Formula: It is the union of cells with mathematical operators.
=A1 + B5 Sum the content of cell A1 with the content of cell B5.
=D5-E3 Subtract the content of cell D5 from the content of cell E3.
=E3 * A2 Multiply the content of cell E3 by the content of cell A2.
=C3 / D2 Divide the content of cell C3 by the content of cell D2.
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=(A2 + D2 + C2 + D4) / 4 Divide the sum of the indicated cells by 4.
Note:
To change the information in a cell, simply rewrite over it. If you do not want to delete
the information contained, unless making some changes, is done with the <F2> key or by double-clicking on
the cell is changed or information is added.
2. Save ebook.
To save, record, or save the ebook you can use: The main menu, toolbar
tools or shortcut command (Shortcut) interchangeably.
Procedure:
Just execute one of the following commands:
Click on the File button / Save / Browse...
Short Commands or Shortcut: Press Ctrl + G.
When executing any previous command, the following sheet is displayed on the screen:
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a
b
c
Description:
a. Save to: It allows us to direct the information we want to save.
b. File name: Used to enter the file name.
c. Save as type: It allows us to save the information in other formats.
d. Buttons: Each of them serves a specific function.
When executing any previous command, the following record is displayed on the screen:
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Search for the file name you wish to open and then click the open button.
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If the file has been saved previously, then close the e-book.
Procedure:
Just execute one of the following commands:
Click on the File / Close button.
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Theme 3: Editing
1. Data editing:
Write the following content to see the result.
Modify the cell data, you can modify the data in different ways, let's see:
c. Then, using the left directional key, place the cursor after the letter on the left.
to the right and then press the Delete key.
d. Finally, press the Enter key.
Result
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Case II: In the Formula Bar.
a. Activate cell B3 by clicking on it.
b. Let's click on the formula bar and place the cursor after the letter n from the left.
right
Result
c. Using the arrow keys, you should position yourself after the letter n from left to right and
then press the Delete key.
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d. Finally, I pressed the Enter key.
Result
Let's start with the different ways to copy information in the spreadsheet.
b. Click on the HOME tab of the ribbon and then click on the Copy tool.
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c. Como observa, aparentemente no ha sucedido nada, pero en realidad la información ha sido
copied to the clipboard and remains there until it is pasted elsewhere on the sheet
electronics.
d. Click on cell D5 and then click on the Paste tool. of the option list
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b. Activate the context menu of the selection and then select the copy option. For the umpteenth time.
this information is sent to the clipboard.
c. Click on cell G5 and activate the context menu of cell G5 and select the option
Catch.
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b. Click on the HOME tab in the ribbon and then click on the Cut tool.
.
c. As you can see, apparently nothing has happened, but in reality the information has been
Copied to the clipboard and kept there, until it is pasted elsewhere on the sheet.
electronics.
d. Click on cell D5 and then click on the Paste tool. of the option box
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b. Pulse Ctrl. + X. This information is sent to the clipboard.
c. Click on cell C2 and then press Ctrl + V.
c. Click on cell D3 and activate its context menu. Select the Paste option.
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Copy:
a. Select from cell B2 to cell B5.
b. Place the cursor in the fill box and then drag the mouse to column C.
Cut:
a. Select from cell B2 to cell B5.
b. Place the cursor on the edges of the selected area until an arrow appears with
the plus sign and then drag the mouse and drop it from cell E2 to cell E5.
Insert rows
Changes in the information we handle often occur, and we have the need to add
to delete cells, columns or rows in a spreadsheet. Office Excel allows us to perform
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changes in the structure of the sheets and in the entire spreadsheet, without the need to modify its
content.
Insert Cells: You can insert a cell or a range of cells, for these cases follow the
next procedure:
Let's elaborate the following table
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In any case, the following sheet is displayed.
Insert Rows: If what is desired is to insert rows directly, then select the number
from the row header and perform one of the following actions:
Activate the header of row 6, the entire row must be selected.
Main Menu: Insert / Cells...
Shortcut (Short Command): Press Ctrl + +
Activate the row header context menu.
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Insert Columns: If you want to insert columns directly, then select
the number of columns from the column header and execute one of the following
actions
Activate the column header in our case column E.
Menú Principal:Insertar / Celdas. . ..
Shortcut (Short Command): Press Ctrl + +
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Theme 4: Format
1. Column and row format: To change the width of a column and a row:
Width of a column:
Case 1: Using the Column Header
a. Place the Mouse pointer at the column separator in the column header.
b. Drag the Mouse to the right to enlarge the column size and drag the Mouse to the
left to reduce the column size.
c. In the wide column box, write a number greater than 10.71 to expand the column.
and a number less than 10.71 to reduce the column. This value represents the new width
from the column and finally click on Accept.
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Width of a row:
Case 1: Using the Row Header
a. Place the mouse pointer on the row separator in the row header.
b. Drag the mouse down to expand the row size and drag the mouse up
to reduce the size of the row.
c. In the row height box, enter a number greater than 15 to enlarge the row and a number
less than 15 to reduce the row. This value represents the new Row Height, finally do
click on Accept.
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Case 2: Using the Ribbon.
a. Select the cell you want to hide.
b. Click on the dropdown menu of the Format tool and select the Hide option.
Show and Hide Columns.
2. Cell Format:
The format of a cell can be changed in various ways, you can use the toolbar,
the main menu, the cell context menu, or using shortcuts:
Before starting, write the following on the spreadsheet.
Obtain that result using the concepts from the previous topic.
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Source group of the ribbon:
Text format:
a. Select cell B3.
b. Click on the button: Bold to emphasize the text called Code. To deactivate
click on the bold button again.
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f. Click on the dropdown menu of the font size option to change the size of
source. In our case, select size 16.
g. Click on the dropdown menu for the font color option to change the font color.
In our case, select the color blue.
Type of Source
Font Size
Font Size
Alignment format:
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a. Select from cell B4 to B7.
b. Click on Align Left button so that the text aligns to the left of the
cell.
f. Haga clic en Botón alinear a la derecha to align the text to the right of the
cell.
Indentation format:
a. Activate cell B4.
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d. Haga clic en el botón aumentar sangría 3 veces.
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e. Observe the result.
Deactivate Bold, Italic and Underline. (Click on the Bold tool) click on the
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You should also change the font size. a10points,font color
automatic, finally font type Arial. (Click on the drop-down menu of the
Font size option and select number 10, Click on the menu
f. Observe the result. (We have returned to the initial table. But with an additional title and an extra row.
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Numeric Format: It is for exclusive work with numbers.
A table with various types of numerical content is necessary; in that sense, let us prepare the
next frame:
b. Click on the Currency Style button This format is used so that the content of these
cells should be formatted as currency with two decimal places.
c. Select from cell C5 to C9.
d. Click on the Percentage Style button This format serves to ensure that the content of said
cells have percentage format.
e. Select from cell D5 to D9.
f. Click on the Thousands Style button so that the said content has the thousand separator
and the decimal separator.
g. Select from cell E5 to E9.
h. Click on the Euro button This format is used so that the content of these cells has
currency format with two decimals. (Format in Euros).
i. Select from cell F5 to F9.
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Format for border and background of a cell.
Este herramienta se encuentra en el grupo fuente y muestra todos los posibles bordes que se pueden
use in a table.
c. Click the border button again and then select thick box border. .
d. The result will be the following.
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e. Let's select from cell B4 to cell G4.
f. Click on the background color button and select the color Green.
g. Let's select from cell B5 to cell G9.
h. Click on the background color button and select the Yellow color.
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c. This dialog box is divided into working groups, each of which has a purpose.
determined.
Number: To format the number, that is, numbers in percentage terms, separator
of miles, fractional, etc.).
Alignment: It is used to align the content of a cell or a set of them.
Source: To change the format of colors, size, style, etc. of fonts.
Borders: It is useful to change the border of a table according to personal preference.
Fill: It allows us to change the fill or pattern color of the cell.
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c. Let's click on the fill tab.
d. Select the Cinnamon color and finally click on Accept.
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d. In line style select single line, color Red and click on the Interior option.
e. Finally click on Accept.
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d. In the optionSource select font type in our case Times New Roman.
e. In the Style option, select Bold.
f. In the Size option, select 14.
g. In the dropdown menu option ofColor select the colorRed.
h. Finally click on Accept.
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Another format:
a. Let's click on cell B2 and then activate its context menu.
b. Select the Cell Format option from that menu.
c. In the dialog box, let's select the Font tab.
d. Select font type Arial Black, in style Italic, font size 16y Color
from source Blue.
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To change the alignment of the data in a spreadsheet.
Procedure:
a. Activate the Cell Format dialog box.
b. Let's click on the Alignment tab:
Text alignment: This option allows us to align the text vertically, in shape
establish horizontal indentation.
Text control can be:
Adjust text: in a cell or in a set of cells.
Reduce until it fits: You can reduce its content until it takes the size of the
cell, that is, the text is reduced.
Merge cells: You can merge cells, that is, a set of cells can be
combine into one. In such a way that its content belongs to that new cell.
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Orientation can be vertical, horizontal, or in the
Angle that one establishes.
c. In our case, let's center the selected subtitle in the cell range from B2 to G2.
d. Let's click on Merge Cells and then click OK.
Another format:
a. Let's select from cell B4 to cell G4.
b. Let's activate the context menu of the selection and then click on cell format.
c. In the orientation option where it says degrees, write 45º and then click OK.
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Numeric format:
Para cambiar el Formato de número.
Procedure:
a. Select the cells that need to change number format.
b. Activate the Format Cells dialog box by clicking on Format / Cells.
c. Click on the Number tab and select the desired format from it:
General: Maintains the overall format of the numbers.
Number: Maintains the numerical format with a specified number of decimal places.
Accounting: Represents numbers in accounting format, that is, negative numbers.
they are represented in parentheses and the zeros as a dash.
Date: Represents the numbers in date format according to the selected option.
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Let's create the following table to apply the formats.
Especial:Estos formatos se utilizan para hacer seguimiento de valores de lista y de base de datos.
Customized: It allows us to customize the numerical format according to personal preference using certain
codes.
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Application: (Time Option)
1. Let's select from cell B5 to cell B10.
2. Let's open the Format Cells dialog box.
3. Let's select the Number tab.
4. Next, let's click on the Hour option.
5. Select the desired type and then click Accept.
The result is displayed in hour format according to the selected type.
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Theme 5:
5. Next, we need to center the title Salary Sheet from cell B2 to cell I2.
put it in bold, size 16 and red color.
a. Select from cell B2 to cell I2. (This is the first step).
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6. As the next step we need to center the subtitles in the respective cells and activate bold.
in this case, let us proceed as follows:
a. Let's select the titles from cell B4 to cell I4.
b. Click on the Center tool. (Observe the result).
c. Click on the Bold tool. (ready).
c. Finalmente haga clic en una zona libre de la hoja electrónica para desactivar la selección.
(Observe the result).
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8. Our next step is to determine the commission; they tell us that the commission is the product of
basic with the commission percentage.
a. We locate ourselves in cell F5 and then type the formula: =D5*E5.
b. Observe the result.
d. We need to complete the result, therefore we must copy the formula throughout the
column.
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9. After completing the previous step, we need to calculate the discount, which is the product of the basic and
d. We need to complete the result, so we must copy the formula throughout the
column.
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10. To finish this practice, the total payment must be calculated, which is obtained by subtracting from the sum of
basic and the commission discount.
a. We position ourselves in cell I5 and then type the formula: =D5+G5-H5.
b. Observe the result.
d. We need to complete the result, so we must copy the formula throughout the entire
column.
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h. Finally click on another area of the spreadsheet to deactivate the selection. (Note
the result).
11. Finally, formatting is requested for Commission, Discount, and Total payment. On this occasion, it is requested that
12. Save your file with the name spreadsheet in a personal folder.
Note:
To copy or paste information, the most suitable method for the user can be used.
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Theme 6:
1. In Sheet 1, write down all the data that has a white background.
2. Using the following mathematical formulas, obtain the result of gray.
simple).
Average. Grades = (Grade 01 + Grade 02 + Grade 03) / 3.
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Theoretical Approach
Cell Reference:
In Excel, you can work with three types of cells, including: Relative, absolute, or
mixed.
When creating a formula we use cell references instead of values, this way, when we do
changes in the values of the cells also change the result of the formula. Relative references
they change when copied from one cell to another. On the other hand, absolute references remain
constants regardless of the cell they are copied from.
Relative cell: It is the cell address represented by the name of the row and
column name.
Example:
A3 V5 AS1234 D23 E10.
If we copy a formula like = A1+B1 from row 1 to row 2, the formula will be transformed into =A2+B2
Mixed cell: It is a cell address that is accompanied by the dollar sign ($) in the
name of the row or in the name of the column. Depending on which part of the formula is
Do not wish for me to change.
Example
Mixed cell: Absolute in the column and relative in the row.
$A3 $V5 $AS1234 $D23 $E10.
Absolute Cell: It is the cell address that is accompanied by the dollar sign ($), both in
the name of the row and the name of the column. In cases where you do not want the formula to change
when you copy it to another cell and in those cases you must use absolute references.
Example
$A$3 $V$5 $AS$1234$D$23 $E$10.
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Example:
Steps:
Write the following formula: =D4*E2
Locate the course between column E and row 4:E2
Press the function key: F4.
If pressed once:=D4*$E$2 An absolute cell is obtained.
If pressed 2 times:=D4*E$2 A mixed cell is obtained at E2 with row 2 fixed.
If pressed 3 times:=D4*$E2 A mixed cell is obtained in the direction E2 with the column
And fixed.
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Theme 7:
Application Example No. 2
Let's prepare an application called Payroll Sheet II for cell reference usage.
Please enter the data starting from cell B2, as shown in the following table.
Procedure:
1. We must center the title Payroll sheet from cell B2 to cell H2.
a. Select the previously mentioned cells. (From B2 to H2).
b. Let's click on the Merge and Center tool.
c. Then a font color is assigned. Red, Font size 16, Activate Bold.
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d. They ask us to determine the bonus: This bonus is 10% of the base.
e. Activate cell F5 and type the following formula: =E5*D16 and before pressing enter, you must
press the F4 key twice so that the address D16 is mixed, that is, that the final formula
=E5*D$16
Why does this phenomenon occur: Because each basic is multiplied by 10% and this last one
value does not vary while the basic one takes different values.
f. Acto seguido Pulse la tecla Enter.
g. It is also requested to determine the discount, which is the product of the base amount with 5%.
h. We select cell G5 and enter the following formula in it: =E5*D17 and before pressing
to enter, you must press the F4 key twice for the address D17 to be mixed, that is,
that the final formula is the following:=E5*D$17
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i. Next, press the Enter key.
j. Finally, it is requested to determine the Net that comes from the difference of the sum of the basic and the
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l. Next, press the Enter key.
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n. Press Ctrl + C to copy the information to the Windows clipboard.
o. Then select from cell F6 to H14.
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q. Let's change some formats:
1. Select the subtitles from cell B4 to cell H4.
2. Let's center the subtitles in each cell. Click on the center tool .
r. Establish borders:
1. Selections from B4 to H14.
2. Active Cell formats and in the dialog box click on the Borders tab. (border
simple for the interior of the frame and thick for the outer border of the frame,
first in red and the second in blue.
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s. Click the Accept button.
t. Select the subtitles and give them a light gray background color, as well as a thick border.
lower part.
1. Let's select from cell B4 to cell H4.
2. Active Cell formats and in the dialog box click on the fill tab.
(Select gray color at 25%).
3. Activate the Borders tab and click on the bottom border button.
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Topic 8:
Basic Functions.
COUNT: Function that shows the number of cells with numeric content.
Syntax:
=Count(Number1;Number2;Number3; . . . )
Examples
=Count(12,48,15,56) is equal to 4
If the cells A2 to E2 contain the following values 10; 30; 15; 35 and 50.
=Count(A2:E2) equals 5
=Count(B2:E2) equals 4
AVERAGE: A type of statistical function that allows us to obtain the average of the content of a
set of cells.
Syntax:
Examples
=Average(3,2) is equal to 2.5
If cells A2 to E2 contain the following values 10; 30; 15; 35 and 50.
=Average(A2:C2) is equal to 18.33
=Average(B2:E2, 20) is equal to 30
MAX: A statistical function that allows us to obtain the maximum value of a content of a
set of numeric cells.
Syntax:
Examples
If the cells A2 to E2 contain the following values 10; 35; 15; 30 and 50.
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=Max(A2:D2) 35 =Max(A2:E2) 50
MIN: A statistical type function that allows us to obtain the minimum value of a content of a
set of numerical cells.
Syntax
Examples
If the cells A2 to E2 contain the following values 10; 35; 15; 30 and 5.
=Min(A2:D2) 10 =Min(A2:E2) 5
=Round(VN;# of decimals)
Example:
=Redondear(325.65897;2) 325.66 ROUND(25.63464, 2) 25.63
SUM: A type of mathematical function that allows us to sum the content of a set of cells.
Syntax:
Examples
Sum (3; 2) equals 5
If the cells A2:E2 contain the following values 10; 30; 15; 35 and 50.
= Sum(A2:C2) is equal to 55 = SUM(B2:E2;20) equals 150
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Theme 9:
Second Proposed Practice
1. In Sheet 1: Write down all the data that has a white background color.
Then calculate the averages according to the following mathematical formulas.
Cost price = Unit Cost * Quantity
Cost Price plus VAT = Cost Price * 19% + Cost Price
Selling Price = Cost Price plus VAT * 5% + Cost Price plus VAT
Selling Price plus VAT = Selling Price * 19% + Selling Price
New Unit Cost = Selling Price plus VAT / Quantity
2. In Sheet 2: Name of this sheet Wallet. Enter the following data and then fill out the box.
Investment Portfolio.
A B C D E F G H I J K
1
Pork. Com. Type of
2 0.51% 3.34
Sap Change
3 Porc. B.V.L. 0.15% Pork. I.G.V. 18%
4 Porc. Conasev 0.05%
5
6 Inversion Road
7
Commission Total Total
8 Value Quote Quantity Amount B.V.L. Conasev I.G.V. Cond.
Syrup. S/ $
9 SpccT1 19.57 1500
10Rita T1 10.23 2457
11Bco. Cred. 13.55 855
12Milpo T1 11.39 1823
13Truji T1 18.43 3173
14Cnc T1 12.19 1757
15Ceper T1 16.25 955
16
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Mathematical Formulas:
Importe= Cotiza * Cantidad I.G.V. = Percentage I.G.V. * (Sap Commission + B.V.L. + Conasev)
Commission Sap = % Com. Sap * Total (S/.)= Importe + Comisión Sap + B.V.L. + I.G.V
Amount
B.V.L. = Porc. B.V.L. * Amount Total ($)= Total (S/.) / Tipo de Cambio
Conasev = Conasev % * Amount
Condition: If amounts are greater than or equal to one thousand (1,000), then show the message 'Quote'. If
Amounts less than one thousand (1,000) then show the message No Quotation.
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Freight = Quantity * Total Freight / Total Quantity
Insurance = Net Amount * Total Insurance / Total Net Amount
Importe = Importe Neto + Flete + Seguro
New Unit Cost = Amount / Quantity.
Impuesto Gen. Ventas = Nuevo costo Unitario * Nuevo Costo Unitario
New Unit Cost with VAT = New Unit Cost + General Tax.
Sales
6. Insert a column between Discount and freight and write Net Amount as the header.
7. Insert a column between Import and General Sales Tax and write as header New
unit cost.
8. Insert two rows between 300 and 600 and write the following data:
0400 Printer 94,250.00
0500 Case 38 90.00
Perform the necessary calculations using the previous formulas.
9. Practice Statistical Chart.
Sheet name 2 Statistics
Prepare the following statistical table using the functions max(); min(); average(); and sum().
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Cost per Simple Division
Discount Percentage: 9%
Total freight 25,000
Total Insurance 35,000
General Tax Percentage
to the Sales 19%
Save the file again, but in this case, you can use the Save command; Click on the tool or pulseCTRL + G.
Theoretical Approach
Statistical Graph.
In Excel, statistical charts of different levels can be created. This is done using the main menu or the toolbar.
of tool.
To create charts, use the Insert tab and the options belonging to the chart group.
1. Select the data that participate
in the graph. In our case of the
from cell A3 to cell E8.
2. Run the following command
Click on the tab
Insert.
Click on the box of
Graphic Group.
Select the type of graph
desired. In our case
3D grouped column.
Click on the Accept button.
The result is as follows:
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Use of the Design tab
It allows us to change the type of chart and the characteristics of each element of the chart.
Statistical Graphs.
With the data from the Simple Division Cost table, create the following charts.
A graph that allows us to compare the Code–VS -Amounts (Gross Amount, Net Amount and
Amount.)
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Codigo - vs - Importe
A graph that allows us to compare the Code–VS–Unit Cost (Unit Cost and New Cost)
unitary).
700
600
500
400
300
200
100
0.00 50.00 100.00 150.00 200.00 250.00 300.00 350.00 400.00 450.00
Code
Create two circular statistical charts of Code–VS–Unit Cost. In the first case
show the value of each portion and in the second the percentage of the same.
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Bar Chart Background
Double click on Side Plan / Side Plan Format / Fill / Fill with image and
texture /Insert image from Files select an image file and Insert.
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70
67 60
50
42 40
Purchases per month
30
28 DAT 1
20
15 10 DAT 2
13
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Theme 10:
Investment Portfolio Practice
It is requested to determine the report of the stock purchase and a statistical table.
Follow the procedure:
1. Open Office Excel and save the blank file in a folder created by you.
desk.
Nombre de la carpeta:Formulas.
File name: wallet.
4. Format the code column so that those cells accept four digits by default.
5. Write the following data starting from cell F6 to cell M6.
Commission Total
Amount B.V.L. Conasev I.G.V. Total S/. Cont.
Everyone. $
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6. Obtain the result for each column according to the following mathematical formulas.
Importe= Cotiza por Cantidad
F7 Round(D7*E7,1)
I.G.V. = Percentage of IGV for the sum of Sab Commission, B.V.L, and Conasev.
J7 =ROUND((G7+H7+I7)*C$21,1)
Total S/. = It is the sum of Amount, Commission Sab, BVL, Conasev and I.G.V.
K7 =Sum(F7:J7)
Total $= The total S/. converted to dollars according to the exchange rate.
L7 ROUND(K7/C$20,1)
Note: This column must display one of the following messages: Quote quantity is
greater than or equal to 1000 or Not Quoted Quantity less than 1000.
M7 if(E7>=1000,"QUOTE","NO QUOTE")
7. It is requested that all results be rounded to one decimal place, but they should be displayed with two.
decimals.
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8. It is also requested that the main title called Investment Portfolio must have the following format:
Centered with respect to the frame, in bold and red color.
9. Los subtítulos desdeB6hastaM6deben estar centradas en su respectiva celda, en negrita y el fondo
from the gray cells.
10. The numeric cells must be formatted with a thousand separator. (Note this depends on the
system).
11. The subtitles from B16 to B18 and from B20 to B21 must have the following format: In
bold and the cell background in gray, aligned to the left.
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14. Obtenga el promedio, suma, mínimo y máximo del cuadro cartera de inversión, de los campos
Importe, Total en soles y Total en Dólares.
15. Se debe obtener el siguiente resultado:
16. Create graphs with the data from the Sheet Portfolio. The statistical Sheet should look as follows:
Chart (Code - VS - Total S/., total $):
Graph: Type Columns and Subtype Grouped columns with 3D effect.
Ingrese el tituloPrincipalde acuerdo al contenido del grafico, haga lo mismo con los subtítulos.
Visualize the chart on a new sheet.
Customize the chart to your personal preferences.
Graph (Code - VS–Amount, Total S/.): With the same characteristics as the previous case.
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