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 Excel 2003: Getting Started 1


 What Is Microsoft Excel?

Microsoft Excel is a spreadsheet program with sophisticated charting and database functions that allow you to quickly and easily:

  • Perform both simple and complex calculations.

  • Filter data from a database or spreadsheet list.

  • Chart data in numerous formats.

The value of the spreadsheet lies in its flexibility. For example, you can play "what-if" games with your data and its graphic representations. You can check changes in the figures without the tedium of calculating them all yourself. Excel also provides many formatting options that add quality to your presentation while representing both the figures and the images you want to convey.

 Spreadsheet Design

Proper design and layout in a spreadsheet are important skills for Excel users to learn. Unlike many other computer programs, spreadsheets require thought and planning to make them efficient and economical. To develop useful spreadsheets, first prepare a sketch, considering the following elements:

  • What are the desired outputs?

  • What are the required inputs?

  • How is the data positioned?

  • What mathematical expressions are used?

  • Who will be using the spreadsheet?

 Starting Microsoft Excel

Here are three ways to start Excel:

  • From the Windows Desktop, click Start then Programs then Microsoft Office and then select Excel.

  • From the Windows My Computer tool (or Windows Explorer), double click on any Excel filename to open that file.

 Elements of the Excel Screen

 The Menu

Microsoft has tried to make the menus uniform in all of their products so it is easier for users to locate commands. For example, most of the menu options found in Excel are the same as those in Word. Clicking on any menu item with the mouse drops down a list of available commands. Some menu items have arrows, indicating there are side menus with additional options. Other menu items such as Format Cells bring up tabbed dialog boxes, allowing greater flexibility in making multiple changes at once.

Each menu has a downward-pointing arrow at the bottom where additional options can be displayed by resting the cursor on the arrow. Excel designers decided that users would prefer a shorter menu list displaying only the most frequently or recently used commands.

If you don't care for this particular innovation, you can turn it off. Go to the Tools menu, and select Customize. A dialog box with three tabs appears; select Options. Click the check next to Always show full menus , and then press the Close button.

 The ToolBar in Excel 2003

The Standard and Formatting toolbars are contained in the same row. Excel users can see all additional formatting or standard options by clicking once on the double-arrows on the right end of either toolbar. Excel 2003 allows users to place truncated options from both the Standard and Formatting toolbars on either toolbar. Again, if you prefer both toolbars to be displayed in full, go to the Tools menu, and select Customize. Click on the Options tab, and place a check in the box that says Show Standard and Formatting toolbars on two rows.

 The Name Box and Formula Bar

Located directly below the toolbars are the Name Box and the Formula Bar. The Name Box displays the name of the active cell or selected range, and can be used to name a cell range and as a shortcut to a cell or range of cells. The drop down menu next to the name box may be used to locate previously named regions. The Formula Bar is an area where you can enter text, labels, numbers, and formulas.

Excel formula bar

 The Task Pane in Excel 2003

The Task Pane repackages a few existing features and helps make them smarter, more responsive, and less intrusive than dialog boxes. The task pane is now the primary entry point for creating new files, accessing templates, opening recently used files, searching for files, copying multiple items, inserting clip art, and more. The beauty of the task pane is its ability to cohabit with other workspace elements, unlike the dialog boxes it replaces. A dialog box is always in the way, demands your attention before you can do anything else, and hides its options and settings from you until you choose to display it. Conversely, the task pane remains available, stays out of your way, and makes its options visible at all times. The task pane can be hidden by going to the View menu and removing the check next to the task pane option.

 Workbooks and Worksheets

The workbook is a collection of sheets that enable you to better organize your work. A workbook can contain worksheets, charts, macros, or other types of sheets--you can have up to 255 sheets in one workbook. The Sheet Tab, which is to the left of the horizontal scroll bar, shows you a list of sheets in the current workbook.

 The Worksheet

The worksheet is the area in which you do all of your work on a spreadsheet. It is divided into a grid of columns and rows. Each worksheet has 256 columns and 65,536 rows. Each intersection of a column and row forms a cell. Information is stored in cells, and each cell is identified by its address: the column letter and row number. Examples of the cell address, or cell reference, are A4, B32, and C3.

The Name Box displays the address for the active cell, which is always surrounded by a thick, dark border. The Formula Bar (to the right of the Name Box ) is where data appears as you type. This is also where you edit numeric data, text, and formulas. As soon as you start typing, Cancel, Enter, and Insert Function (Function wizard in Excel 2000) boxes appear in the Formula Bar.

 Spreadsheet Navigation

You can quickly navigate around any spreadsheet with the mouse by using the horizontal and vertical scrollbars. Clicking on the up, down, left, or right arrows on the scrollbars moves you in the selected direction one row or column at a time. To cover greater distances, use the scrollbox to drag to various locations. For example, dragging the scrollbox to the bottom of the vertical scrollbar moves you to the bottom of the current sheet; dragging it to the top will take you to the top of the sheet.

On the keyboard, you can use direction keys to move around the spreadsheet. The page up and page down keys move up or down one screen at a time. Some other keyboard shortcuts of note include:

  • Ctrl key and Home key--moves the pointer to cell A1.

  • Ctrl key and End key--moves the pointer to the last cell in the worksheet area.

 Entering and Editing Data

You can enter data into a cell in two different ways:

  1. Click once to select the cell and start typing. The data will appear in two locations: in the cell itself and in the Formula Bar. The data is placed into the cell when you hit the Return key, the Enter key, the Tab key, or any of the direction keys. You can also enter the data by clicking the green check box next to the formula bar, or by selecting another cell with the mouse

  2. You may also use the Form... under the Data menu.

 Editing Cells

To edit the contents of a cell, click on it, and its contents will appear in the Formula Bar. Once the cell contents appear, you can edit them in the Formula Bar using the normal Windows editing techniques. Note that individual words of the formula or label can easily be replaced or retyped in the Formula Bar. To edit a single word, double-click on it and either retype it or press the Delete key to remove it. Editing can also be done within a cell by simply double-clicking on the cell, which places the cursor within the cell.

 Deleting a Cell's Contents

To clear the contents of a cell, click on it, and choose the Clear... command from the Edit menu. This command brings up a dialog box asking what to remove from the selected cell: formats, contents, or everything. If you use the Delete key, Excel assumes that you want to clear contents of the cell(s), but does not clear any formatting you may have added. Do not use the spacebar to clear cells; it adds a space to the cell rather than emptying it, which may play havoc with any calculations you perform on your data.

 Entering Labels or Text

To enter text or create non-numeric entries, or "labels," click on the cell and start typing. Examples of labels are Spring 90, M. Freedberg, and Quiz 4. If you enter more data than the cell can display, Excel will either truncate the display of the label or spill it over into the next cell. This happens because the column is not wide enough to show the contents of the cell. You can increase the column width to see the full contents of the cell.

 Entering Numbers

To enter numbers in a cell, click on the cell and start typing. If Excel displays a row of number signs, #####, the column is not wide enough to show the number, and you will have to widen the column to see the full contents (see "Formatting Columns and Rows" later in this document).

 AutoComplete and Pick from List

One feature that makes entering data easier is AutoComplete. With this tool, all you need to do is type in the first letters or digits of an entry into a cell; Excel will automatically scan the surrounding values in that column and complete the entry for you if it finds a like value. If you want to accept AutoCompletea??s suggestion, simply press Enter, Tab, or any of the arrow keys. If the AutoComplete suggestion is not what you need, keep entering the desired text, or use the delete key to cut off the letters that it suggests. This feature is useful if you are entering data with many repeated values that are not too similar. However, it is potentially dangerous if the data you are entering contains repeated values that are very similar, such as a grade sheet. In this case, you might want to turn the feature off. You can toggle the feature on and off by choosing Options from the Tools menu and clicking on the Edit tab. Clicking in the Enable AutoComplete for Cell Values checkbox will allow you to turn AutoComplete on and off.

Pick From List does something very similar. It allows you access to a range of values that have already been entered into the worksheet. When you get ready to enter a value into a cell and want to see which values have already been entered, right-click on the cell and choose Pick From List... from the pop-up menu. This option will produce a drop-down list below the cell showing the values already entered in the column.

 AutoCorrect

Like Word, Excel can automatically correct values entered into cells. If you make a common typo, just press Enter to have the corrected value appear in the cell. "Thier," for example, will automatically correct itself to "their."

 Undoing Previous Actions

In Excel, you can recover from editing mistakes without having to reenter data or patch information back in place. The Undo button on the Standard toolbar includes a drop-down list of up to the last 16 actions you performed. You can then select and simultaneously undo any number of these actions at once. You display the drop-down list by clicking the small arrow next to the Undo button. With the drop-down list visible, simply drag the mouse down the list and select the number of actions you want to undo. When you click the mouse, your worksheet reverts to the condition it was in before the selected actions.

 Selecting Cells

Whenever you want to make a change to a cell or set of cells, you must first select it. To select an area, click on one cell, hold down the mouse button, and drag across the cells you want to include in the selection.

Be careful to position the cursor inside of the cell area rather than near the border. Notice that as you move the cursor next to or onto a border, it changes from a white cross to an arrow-pointer. If you drag while you have the arrow cursor (it is a four-pronged arrow in Excel 2003), you wind up moving the contents of the cell rather than selecting other cells.

If you wish to select a large area of adjacent cells, use the Shift key to extend the selection. Click on the first cell of the range you want to select; then, while holding down the Shift key, click on the last cell in the range you want to select. You can select non-adjacent ranges of cells by holding down the Ctrl key while making the various selections. Selecting entire columns or rows is quite simple. You will notice that each row and column has a button with its identifying number or letter. Click on the appropriate row or column button, and all of the cells will be selected. For example, to select all of column E, click on the E at the top of the column.

 Formulas and Functions

 Calculation and Order of Operations

The first math concept you need to learn before using a spreadsheet is how computers calculate numbers. In creating mathematical expressions, you must observe some simple rules to calculate correct answers. The following order is used to calculate mathematical expressions:

  • Expressions contained within parentheses

  • Exponential notation

  • Multiplication and division

  • Addition and subtraction

 Entering Formulas

To enter a formula in a cell, click on the cell, type the = character, and enter the formula. If you forget to enter the initial = sign, Excel will treat the expression like a text string: it won't be calculated. Don't waste keystrokes re-entering numbers into your formulas that you've already used elsewhere on the sheet. Instead, replace the number with the cell address containing the number. That way, if the number changes, the formula remains correct. For example, =A1+B1 adds the numbers in cells A1 and B1 and puts the answer wherever you enter this formula.

Tip: Don't bother entering those cell addresses by hand. When you're ready to include a cell address as you're entering a formula, simply click on the cell (or select a range of cell) in the sheet itself. The corresponding cell address then appears in the formula. Then click back in the formula bar to resume work. The mathematical symbols or "operators" that Excel recognizes are as follows:

  • + Addition

  • - Subtraction

  • * Multiplication

  • / Division

  • ^ Exponentiation

 Entering Functions

Functions have three parts: the first is the = sign, which tells Excel that a formula or function follows. The second is the function name, such as SUM for addition or AVERAGE for determining the average of a series of numbers. The third is the argument on which the particular function operates. The argument contains cell references to let the function know which data to calculate. The argument must also be enclosed by parentheses. Again, it is of utmost importance to remember to start all formulas and functions with the = sign. Some examples of functions are =SUM(B4,G43,T70); =COS(A2); =AVERAGE(B1:B10). You can type functions in the formula bar, directly into the cell or use the Function Wizard to help you create the desired results.

 AutoSum

The SUM function is used more often than any other function. To make this function more accessible, Excel included on the Standard toolbar an AutoSum button, which inserts the SUM function into a cell. To use the AutoSum feature, first select the cell directly beneath or to the right of a column or row of data that you wish to total. Next, click the AutoSum button and Excel automatically inserts the entire formula for you and suggests a range of cells to sum. If the suggested range is incorrect, simply drag through the correct range, and press Enter. Note also that a menu will appear when you click the arrow next to the Autosum button. From this menu, you can enter the Average, Count, Max, or Min function almost as easily as you can enter the Sum function - all it takes is an extra click to select the function you want from the menu. Plus, the More Functions command opens the Insert Function dialog box, where you can access any Excel function.

 The Insert Function

The easiest way to locate and insert built-in functions is by clicking the Insert Function button - the fx button located in the formula bar. When you do this, the Insert Function dialog box appears. If you're not sure what function you need, enter a description of what you are trying to do into the Search box. You can also select a function category from the drop-down list to display all the applicable functions available. Function categories include Financial, Date & Time, Lookup & Reference, Text, and more. The Recommended category keeps track of any functions returned as a result of using the Search box.

When you select a function, the syntax and a brief description appear at the bottom of the dialog box. You can obtain help on a function selected in the Select A Function list by clicking the Help On This Function link at the bottom of the dialog box. When you select a function and click OK, Excel 2003 enters an equal sign to start a formula in the active cell, inserts the function name and a set of parentheses, and displays the Function Arguments dialog box. Excel will typically suggest a range of cells to perform the function on. If the suggested range is incorrect, simply drag through the correct range. Clicking OK will locate the calculation in the desired cell.

 AutoCalculate

AutoCalculate lets you create a temporary subtotal or average without using the calculator, building a formula or using the Function Wizard. Simply select the range of arguments you want to add, and the value will appear in the right-hand corner of the status bar at the bottom of the program window. You can also right-click the mouse on the Sum area of the status bar and change the sum function to Average, Count, Count Numbers, Max or Min. This is a very useful way to make quick calculations that you do not necessarily want to appear on your worksheet.

 Inserting and Deleting Cells, Rows, and Columns

Sometimes it is necessary to add cells, rows, or columns to the worksheet. Excel adds a row above the selected row(s) and it adds a column to the left of the selected column(s). Select the appropriate column or row by clicking on its identifying header button, then choose Column or Row from the Insert menu. For example, select Cells from the Insert menu and Excel will ask how you want it to move the cells.

 Deleting Cells

Deleting cells, rows, and columns is similar to inserting. Select the column, row, or cell you wish to delete and choose Delete... from the Edit menu. If you are deleting a range of cells, you will be asked where you want to move or shift those cells.

 Cutting and Copying Cells

Like every Windows program, Excel allows you to cut or copy cells from one location to another. Unlike other Windows programs, however, Excel does not follow the standard sequence for these operations. Once you have selected the cell or range of cells to cut or copy, choose either Cut or Copy from the Edit menu. If you choose Cut, the contents of the selected cells do not disappear as they would in a word processor. Rather, the cells are surrounded by a flashing dotted line, and their contents are not actually moved until you click in the cell where you want the Paste to begin and click Paste. Only then will the contents move from their current location and flow into the new one. Copy does not move the contents of cells; it copies or reproduces those contents elsewhere in the worksheet. If you select a range of cells as the destination of either Cut or Copy, and this range differs in size or shape from the source, Excel will complain. Selecting a single cell is easier, since this method tells Excel where to start the paste and will ensure that the destination is formed exactly like the source. To turn off the flashing dotted line, press the Esc key.

A second way of accomplishing the above is to highlight the cells you wish to cut or copy, and right click anywhere in the highlighted data. Two of the eleven options afforded you are Cut and Copy.

Paste Special... , also available from the Edit menu, allows you to paste values created using formulas or functions, the formulas or functions themselves, or a combination of both. Paste Special also allows you to paste a column of cell arguments as a row or vice versa. Just click the Transpose box in the Paste Special dialog, and the arguments will automatically transpose from vertically stacked cells to horizontal cells or vice versa.

 Collecting Multiple Items on the Clipboard

Excel allows us to copy up to 24 separate items at once, and then paste them when and where you want - one at a time or all at once. You do this by simply displaying the Clipboard task pane. Normally when copying, you can work with only one item at a time. If you copy several items in a row, only the last item you copied is stored in the Clipboard. However, if you display the Clipboard task pane and copy or cut several items in succession, each item is stored in the task pane.

  • There are several ways to display the Clipboard task pane:

  • Choose Edit, Office Clipboard.

  • Press Ctrl + C twice, quickly, without changing the selection.

  • If the task pane is already visible, click the small downward-pointing arrow in the task pane title bar and choose Clipboard from the menu.

Each time you copy or cut an item, a short representation of the item appears in the Clipboard task pane. You can paste any or all of the items wherever you choose. To paste an item from the Clipboard task pane, select the location where you want the item to go, and then click the item in the task pane. To empty the Clipboard task pane for a new collection, click the Clear All button.

 Formatting Tools

Excel offers a wide range of formatting options from the Formatting toolbar. Among these options are the ability to change fonts, character formats, numerical formats, cell alignments, and cell borders.

 Font and Font Size Boxes

These are the first two fields on the Format toolbar. The Font box will provide you with a drop-down list of available fonts (based upon your current printer selection). The Size box will provide you with available character sizes, based upon your current font selection.

Excel font formatting toolbar

 Character Format Tools

This set of tools will allow you to change some of the basic character formats. The B tool will bold contents of the selected cell(s), the I will italicize, and the U will underline.

Excel's bold, italics and underline buttons

 Alignment Tools

The first tool in this set allows you to align data in the selected cell to the left border of the cells. The second centers data within a cell, and the third allows you to align data to the right-hand side of the cell. The last tool in this set (the lower case a with an arrow pointing left and right) will allow you to center a title or other text across a group of selected cells--not just within a single cell.

Excel text alignment buttons

 Number Tools

Two tools on the Formatting toolbar will help you use common number formats. Use the $ to apply currency formats, the % to apply percent styles, the comma to apply comma styles (for figures in the thousands), and the last two decimal tools to increase or decrease decimal places.

Excel's percentage, currency, and decimal formatting
          buttons

 Formatting Columns & Rows

You can easily change the width of a column or the height of a row by positioning the cursor on the line between a particular row or column and the next. When you've positioned the cursor, it will change to a thick line with arrows pointing in opposite directions. Once this new cursor appears, hold down the left mouse button.

Drag the mouse left and right to decrease or increase column widths, or up and down to change row heights. To format an entire column or row using the formatting tools, click on the column or row button to make your selection. You can also choose adjoining rows or columns by clicking and dragging over the row or column buttons.

 Getting Help

To answer questions while working, use the Ask A Question box which appears in the upper-right corner of the Excel 2003 workspace - it's actually part of the menu bar. All you have to do is type a question into the Ask A Question box and press Enter. Excel 2003 almost instantly displays a list of Help topics that are most likely to address your question. If the topic list doesn't address exactly what you're looking for, try rephrasing the question using a different word or two. If your question results in more than five topics, click the See More arrow at the bottom of the list to display additional topics. Click any of the questions in the list to invoke the Help window, which appears with the selected topic displayed. You can use the Microsoft Excel Help window to locate further information if necessary. Use the Contents tab to browse topic categories. The Answer Wizard tab offers the same functionality as the Ask A Question box. The Index tab allows you to enter keywords and find any topics that contain them.

 Managing the Office Assistant

In Excel 2003, the Office Assistant is not as pushy as it was in earlier versions. Nevertheless, it's still there and occasionally appears. If you would like to hide the Office Assistant permanently, choose the Help menu and then select Show The Office Assistant. Click the Assistant and then click the Options button at the bottom of the balloon. The Office Assistant dialog box will appear. On the Options tab, clear the Use The Office Assistant check box. When you do so, the rest of the options in the dialog box become unavailable. If you change your mind later, choose Help, Show The Office Assistant. This command changes to Hide The Office Assistant when the Assistant is visible, but does not fire it permanently.

 Using the Office Assistant

Some of us still like the presence of the Office Assistant and don't want to see it eliminated from the workspace. For this group of people, the Assistant is more than happy to live in a corner of your screen, full time, ready to answer your every need. To give it this opportunity, choose Help then Show The Office Assistant to display Clippit, the default Assistant character. Click the Assistant to display its search balloon, which provides an entry box and two buttons. The entry box works the same way the Ask A Question box works.

 Getting Information on the Spot

You can get instant information about a command, button, or just about anything else on the screen. Simply click Help, What's This? Use the question mark pointer to choose a command or click an object with which you want help. Excel 2003 then displays a pop-up Help topic that applies to the selected command or object.

 Saving and Opening Files

 Saving Files

To save your Excel workbook, choose Save... from the File menu or the Save tool from the toolbar. If the document is new, you will need to name it and make sure that it will be saved to the right folder on the right drive. To save the worksheet into another folder, onto a particular drive, or onto a floppy disk, first click on the downward-pointing arrow to the right of the Save in field. This displays the drives available on My Computer. Click on the name of the appropriate drive. Folders within that drive will display in the adjoining window. Double-click on the folder you want, and once it is open, click on Save. Excel can save files in a number of different formats, such as SYLK, WK1, or tab-delimited text files. To see these different options, click on the Save as Type drop-down button in the Save dialog box.

 Opening Files

Excel can also open files in a number of different formats. Once you choose Open... from the File menu or the Open tool from the toolbar, Excel will show you a list of all the files it can open, given the different formats it understands. By default, Excel first displays all Excel files. Click on the downward pointing arrow next to the Files of type field at the bottom of the dialog box to display other categories of files. You can even transfer a Lotus, Quattro Pro, dBase file to a disk and open it directly in Excel. This is a very useful feature, especially if you are collaborating with others who might not be using Excel, or if you want to make use of public-domain data which is often stored in Lotus, dBase, or text format. Excel can open more than one file at a time, making it easy to copy information from one place to another. Use the Window menu to navigate among the open files.

 Templates

If you choose New... from the File menu, you can select from a variety of Excel templates or "spreadsheet solutions," including a sample invoice, expense statement, and purchase order, all of which can be customized to your needs.

 Shared Workbooks

Excel allows more than one person to edit a workbook at any given time. If you anticipate more than one person will use a document at one time, you can allow for multi-user editing and see who else is currently working on a file you have open. Simply select Share Workbook... from the Tools menu, click the Editing tab, and check the box labeled Allow changes by more than one user at the same time. The window in the dialog box displays a list of who else is currently working on the file. In a shared workbook, each user can update values, add rows and columns, and sort data; however, he or she cannot change the cell formatting or create formulas in the list.

 Printing Excel Files

If you want to print a single copy of the current worksheet on your default printer, select Print from the toolbar to send the file directly to the printer. If you would like to make choices about the number of copies you want, print a certain selection or range of pages, or make a choice among printers, then choose Print... from the File menu. Once the dialog box appears, make the necessary choices and click OK.

 Print Preview

Print Preview , which is found in the File menu (and also as a tool on the standard toolbar), puts up a miniature preview screen of the worksheet. You can use the Zoom option to magnify and examine any particular part of the page. You can also print from the Print Preview by clicking on the Print option.

 Exiting Excel

Choose Exit from the File menu. If there are unsaved changes in any of the open worksheets, Excel will ask you, Save changes to [filename]? This keeps you from exiting Excel without having saved changes to your work.

Copyright 2002-2007 The University of North Carolina at Chapel Hill.

Creative Commons License
This work is licensed under a Creative Commons Attribution 3.0 United States License.

1 Comments on "Excel 2003: Getting Started 1"

mita said:

very helpful, i read it for my microcomputer class final exam

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