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Excel Basics: Functions and Tools Guide

This document outlines a basic Excel course facilitated by Prof. Michele Salas de Herrera, focusing on spreadsheet fundamentals, functions, and tools. It covers the history of Excel, its uses for data analysis and calculations, and provides an overview of the Excel interface and key concepts such as workbooks, worksheets, and cells. The course aims to equip participants with the skills to create and manage spreadsheets effectively.
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0% found this document useful (0 votes)
8 views15 pages

Excel Basics: Functions and Tools Guide

This document outlines a basic Excel course facilitated by Prof. Michele Salas de Herrera, focusing on spreadsheet fundamentals, functions, and tools. It covers the history of Excel, its uses for data analysis and calculations, and provides an overview of the Excel interface and key concepts such as workbooks, worksheets, and cells. The course aims to equip participants with the skills to create and manage spreadsheets effectively.
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 SPREADSHEET (EXCEL)

Facilitator: Prof. Michele Salas de Herrera


Phone: 6880-5177
mariesalas1969@[Link]
Course Objectives

❖ Recognize the basic fundamentals of a spreadsheet.


❖ Its functions and tools.
❖ Apply knowledge in the creation of spreadsheets, using
all the tools already learned.
WHAT IS EXCEL AND WHAT IS IT USED FOR?

Excel is a software program developed byMicrosoftand is part of


ofOfficeWhat is an office suite that includes other programs like Word and
PowerPoint.
Excel is a program that allows you to perform calculations, analyze data, and create
graphs. Excel files are called workbooks. Each workbook contains one or more
worksheets, also known as spreadsheets.
COURSE CONTENT
MODULE 1: Excel Environment
Book management: Insert spreadsheet, delete, rename, color of
label, move or copy, insert rows and columns.
Cell format: color, alignment, merge and center, text orientation,
cell formats.
Page design and printing.
Filler series.
MODULE 2: Formulas, Functions, and Graphs
Formulas: types of values (constants, cell references), operators (arithmetic,
comparison, text.
Formulas: Order of operators (more practices)
Formulas: Relative and absolute references.
Funciones: Sintaxis, suma, Max, min, contar, contar Blanco, contara,promedio.
Functions: [Link] and [Link]
Functions: if function
Graphs
A little history
In 1982, Microsoft ventured into the realm of electronic spreadsheets with the
launch of your productMultiplan.
At that time, there were already two competitors that were strongly positioned in the
marketSuperCalcfrom the company Sorcim andVisiCalcfrom the company VisiCorp, so it was not a
simple task for Microsoft to gain a bit of market.
As if that weren't enough, in 1983, the spreadsheet was [Link] 1-2-3that took everyone by surprise
surprise and quickly positioned itself as the most used spreadsheet.
Microsoft witnessed how Lotus spreadsheet positioned itself at the top, thus
he set aside his Multiplan product and began working on the first version of Excel
cual fue lanzada en el año 1985.
The first version of Excel was made exclusively for the Macintosh platform, but two
years later, in 1987, Microsoft launched Excel 2.0 which was already considered a version for the
Windows platform.
From that moment on, the Microsoft spreadsheet began its growth until
to become the most used spreadsheet of all time.
What is Excel used for?

Excel stands out from all office programs because it allows us to work
with numerical data.
In Excel, the data is organized into columns and rows which will shape
the fields where we will enter our data.
With the numbers we store in the Excel cells, we will be able to perform
basic arithmetic calculations and we will also be able to apply mathematical functions
of greater complexity, or use statistical functions.
In this way, our work with numbers is greatly facilitated since
Excel allows us to easily analyze data and generate reports with
tools like charts and pivot tables.
SPREADSHEET

Excel belongs to the category of software programs known as spreadsheets.


calculation.
Spreadsheets were developed in the 1960s to simulate the
accounting paper worksheets and thus help in automation
of accounting work.
Spreadsheets have replaced calculation systems in
paper, and although they were initially created for accounting tasks, today they are
used for countless applications where it is necessary to work with data
tabular.
THE MAIN SCREEN OF EXCEL

The main feature of Excel, as we know it today, is that the


the main screen shows a two-dimensional matrix, that is, it is formed
by columns and rows.
Those columns and rows shape small boxes that we know as
cells, where each of them will have a unique address that will be
formed by the column and the row to which it belongs, that is, the address will be
a letter (from the column) and a number (from the row).
For example, the upper left cell of the matrix has the address A1 because
It is located in column A and row 1.
1 2
Excel 2013 interface 4

5
3
6

1. Quick Access Toolbar: It is used to place the most frequently used options. By default, it presents
the Save, Undo and Redo buttons.
2. Title bar: Indicates the name of the open book and the name of the program (Excel)
3. Options ribbon: It is the most important element, organized into seven tabs that are subdivided into groups.
4. The control buttons: They are used to change the presentation of the ribbon, minimize, maximize and
close the document.
5. The name box shows the location or name of a selected cell.
6. The formula bar: Displays the contents of the selected cell.
7. The worksheets: They are the parts in which the Excel file is divided, by default appearing as Sheet1.
8. Zoom Control: Allows zooming in and out to view the information in greater detail.
9. Worksheet view: They define the view of how the worksheet will be displayed.
There are three; Normal, Page Layout, Print Layout Preview.
9
8

7
Concepts and terms
A. Workbook: It is the file where the data is stored. It contains
one or more sheets, which can be named as Sheet1, Sheet2, and Sheet3.
B. Worksheet: It is a large grid sheet formed by rows.
(identified by numbers) and columns (identified by letters)
C. Cell: It is the intersection of a row and a column. It is named with the letter
from the column and the row number to which it belongs. For example, the cell in
The intersection of column A and row 8 is called cell A8.
D. Cell Pointer: Appears when moving the mouse over the cell in the sheet
work. It is used to select, move, and copy cells in the sheet.
E. Active cell: It is the selected cell. It is surrounded by a green border.
thick, containing a small green square in the bottom corner
called filler controller.
F. Range: It is a cell set. To identify a range, the cell is used.
top left (start) and the bottom right cell of the range (end) separated
for two points (:), e.g. Range C4:E5
MANAGING EXCEL SHEETS

Excel files (workbooks) are divided into sheets, which in turn,


they contain the data. For this reason, it is important to learn to manage them
to create new sheets, rename them, move them, and delete them.
A. Insert and rename a sheet of
calculation
Click on the New Sheet button
that is located on the right
from the sheet labels. For
the default will be called Sheet2.

Click on the label of the


inserted sheet (Sheet2) and edit the
name.
Press Enter.
B. Change the color of the tab or
label
Right-click on the
label and select the option
Tab or label color.
Choose the color you want.
C. Mover o copiar una hoja

Procedure:
Right-click on the
leaf label and choose Move
or copy.
In the window that appears,
activate the Create frame
copy and click on the position
desired.
Thank you very much

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