© KEVIN STRATVERT 2021
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Printed in United States of America
CONTENTS
Contents
Chapter 1
Introduction to Microsoft Excel
What is Microsoft Excel
How to get Microsoft Excel Application
Buying and installation of Office software
Where to buy Office Package which contains Excel
Getting Microsoft Excel for Free
Excel in Mobile phones
Importance of Microsoft Excel Application
Terms used in Microsoft Excel
What is the Difference between a Workbook and a Spreadsheet?
Chapter 2
Getting Started and the Basic Tools in Excel
Opening Excel Desktop Application as a User
Blank workbook Explained
How to Create Sheets in a Workbook
Understanding the Basic Tools in Excel Spreadsheet
Step by Step Guide in Making Text and Numbers Bold
How to Underline Text in Excel
Choosing Font Size
Steps on How to change Text Color in Excel
Steps in converting Excel Workbook Cells to Table
How to add Cells, Rows, Columns, and New sheet
How to Sort Items in Excel Workbook
Explanation on Ideas Command
Identifying the Undo and Redo Commands
The Basic Tabs in Excel
Customization
How to Add or Remove Tabs (Ribbons) in Excel
Changing Language
Selecting a Cell
How to Select Cells
Chapter 3
Managing Excel Workbook and Ribbons
Editing in Workbook Cells
Sharing Your Excel Document with Share Tool
How to Share Excel Workbook File Using link
Chapter 4
Completing Tasks Through Tabs
Managing Spreadsheets
How to Remove Sheets in a Workbook
How to Rename Sheets in a Workbook
Understanding Review Tab
Proofreading in Excel
Spelling
Thesaurus
Workbook Statistics
Checking Best Practice Status in Excel
Check Accessibility
Definition and Search in Excel in Excel
Smart Lookup
Translate
Comments
Managing Notes in Cells
Steps in Adding Note in a Cell
Cells, Sheets and Workbook Protection
Sheet Protection
Protect Workbook
Allow Edit Ranges
Unshare Workbook
Hide Ink
Getting Help from Support and Training
Contacting Support
Show Training command
What’s New
Chapter 5
Charts in Excel
What is a chart?
Bar Chart
How to create a Bar Chart
Exercise on Bar Chart
How to create Pie Chart
Exercise on Pie Chart
More Information on Inserted Charts in Workbook
Guide on Inserting Histogram Chart in a Workbook
How to Create Map Chart
Step by Step Guide on How to represent Information in a Map Chart
Scatter Chart
Guide on Potting of Scatter Chart
Radar Chart
Step by Step Guide in Creating Radar Chart in Excel
Waterfall Chart Explained
Step by Step Guide on How to plot Waterfall Chart
Chapter 6
Up and Running with Formulas
Understanding the Importance of Columns and Rows in Formulas
Using Basic Operators in Excel
Addition
Another Approach to Sum Numbers in Excel (In-built Function)
Subtraction
Multiplication
Division
Finding Average, Minimum and Maximum Values
Guide on Finding Average of Numbers in a Workbook
Finding Minimum Value
Finding Maximum Value
Using Functions
Function for Date
Count Function
Chapter 7
Working with Excel in Phones
Opening Excel App in Your Smart Phone
Creating Your First Excel Document Via Mobile Application
Entering Texts in Excel for Smart Phones
Making Text and Numbers Bold
Selecting Tabs in Excel for Smart Phones
How to Change Row and Column Size in Excel Mobile App
Inserting Picture in Workbook Using Excel Mobile App
Is it possible to create chart using Excel Mobile App?
Chart Insertion Using Excel Mobile Application
How to Create Bar Chart Using Excel Android App
How to Add Sheets in Workbook Using Excel Mobile Application
Sharing Excel File Through Mobile App
Saving Excel Document Through Mobile Application
Appreciation
CHAPTER 1
Introduction to Microsoft Excel
Welcome to the book that will walk you through on the basics and
detailed information you need to know on Excel. Microsoft Excel is
used in completion of many tasks in offices, companies and by
individuals. As an author, I also use this application frequently. It
helps me organize my works and make them clean for future use. In
this teaching, I will walk you through in step by step guide on how
you can complete tasks properly on your own using this great app.
What is Microsoft Excel
Microsoft Excel is a powerful spreadsheet program created by
Microsoft Corporation for data analysis and documentation. The
application contains columns and rows, and each intersection of a
column and a row forms what is called a cell . In addition to this
information, Microsoft as a company was founded by Bill Gates and
Paul Allen. I will explain some terms you will use to learn Excel
application later in one of the subheadings you will read through.
HOW TO GET
MICROSOFT EXCEL
APPLICATION
Without having Microsoft Excel application in your computer or
accessing it through any other means, there is no way you can have
access to use this important application. I will walk you through on
how to get this powerful spreadsheet application. You can get it
through any of these ways:
1. Buying and installation of Office software
2. Getting Microsoft Excel for Free
3. Excel in Mobile phones
Buying and installation of Office software
Microsoft Office software contains all the basic software developed
by Microsoft corporation. When you buy this software and install it in
your computer, you can have access to many Microsoft products
which among them is Excel. There are versions of Office which you
can purchase from office.com website and from other retail shops
which operate online as well as offline. Currently, Microsoft sells
Office 2019 and 365 on their website. But more importantly, they
promote Microsoft 365 (formally Office 365). So, if you do not have
Office package installed in your computer currently, you can go for
the 365 version which has many beautiful features added to it.
Where to buy Office Package which contains Excel
I want to inform you that Microsoft Excel or simply put Excel are
just the same thing so that you do not get confused. There are some
outlets through which you can buy and install office on your
computer. These outlets are as follow:
1. Microsoft Office website which is accessible through
www.microsoft.com and www.office.com websites
2. Amazon which is accessible through www.amazon.com
3. Indigo Software Company which is accessible through
www.indigosoftwarecompany.com
4. Walmart which is accessible through www.walmart.com/
5. And many other physical computer software stores
When you visit www.microsoft.com for instance, Microsoft will
recommend you buy Microsoft 365 package for your PC. The reason
is because the software has many good new features added to the
components that make up the package.
On the other hand, when you visit www.amazon.com , you will be
landed on the homepage of the website. From the dropdown at the
search box located at the top left-hand side of the site, select
Software as your search option.
Fig 1: Select Software as shown by the arrow
When you visit the Indigo Software Company through the website
www.indigosoftwarecompany.com , you are to use the search box to
search for the version of Office you want to install in your computer.
The company will guide you on the installation and activation steps.
Walmart still has different versions of Office software on their website
just like Amazon. When you visit the site, you can use the search
box to search for the version of the Office you want to buy, example
“Office 2019”. This will show you the version if still available and you
can pay, download, install and activate it.
You can visit any computer software seller shop close to you to also
purchase any Office application of your choice. The seller will also
put you through on how you can install and active the application
package.
Getting Microsoft Excel for Free
This is a new development by Microsoft corporation. It allows you to
have access to Microsoft Excel online without paying for the software
but with limited tools. In fact, you are given access to use other
Microsoft products for free including Microsoft Word, Outlook,
Publisher, One Note OneDrive, Skype and others. But since our
interest is on Excel, we will focus on it.
To have access to Excel for free, you are to take these steps:
1. With your computer well connected to internet, visit
www.office.com preferably using your Chrome browser
2. When you land on the homepage of the site, you will be on
the page that looks like the one below:
Fig 1.1: The homepage of www.office.com
If you have account with Microsoft already, you can click Sign in and
then sign in with your Microsoft signin details. But if you do not have
account with Microsoft, just click Sign up for the free version of
Office and start creating account with the company.
But if the Sign up for the free version of Office link is not shown
on the homepage of the website when you visit it, just click Sign in,
and select sign up when the link opens. When you click Sign up and
the new page opens, under the Create Account , just type in your
email address. It can be your Gmail address, Yahoo, or any other.
A code will be sent to that email address you filled, and Microsoft
system will open a box for you to fill in the code when you receive it
in your email address. When you type in the code as you receive it in
your email, the system may request for your phone number as well.
Fill in your valid and active phone number if requested because
verification code will be sent to it as well. You will be expected to fill
in the code in the space that will be provided for you.
At the end of setting up your account with Microsoft, you will be
logged in to the Office online platform. You will be shown a page that
looks like the one below:
Fig 1.2: The free Office online homepage when logged in
As you are logged in, you can click Excel. When you click Excel, it
will open, and you can then start entering your data in the cells. I will
teach you more on the data entering as we go further.
Excel in Mobile phones
Another way through which you can have access to Excel is by
downloading and installing the Excel application in your smartphone.
Though Excel application in smart phones has limited functionalities,
you can still perform basic Excel tasks in it.
If you want to install Excel application in your Android phone, just
visit the Playstore in your phone, in the search box, type Microsoft
Excel , and then search. The Microsoft Excel app will show up as
shown below:
Fig 1.3: Excel App in Play store
Click the Install button for the app to be installed on your phone
(though you can see Open in my picture because its already
installed in the phone). Once the installation is over, you can start
making use of the application.
On the other hand, if you make use of iPhone rather than Android
device, you can still have Microsoft Excel app installed on it. What
you are to do is to visit the App store of your iPhone. When you get
there, search for Microsoft Excel using the search box, install and
activate it in your device. I will walk you through on some tasks you
can complete with the Microsoft Excel app on your phone in chapter
7.
IMPORTANCE OF
MICROSOFT EXCEL
APPLICATION
Microsoft Excel application is of great importance in our society
today. It is because of its importance that makes it the most used
spreadsheet application in our world today. In our day to day
businesses, Excel plays very important role. One of its applications
in business is in calculating large values. I am going to discuss its
importance in detail.
Easy Arithmetic Solutions
Instead of using calculator to press some numbers before getting
some answers which you are likely to make mistake while pressing
the numbers using the calculator buttons, Excel makes it easy and
gives you more accurate result. Imagine trying to add over 3000
values with calculator for instance; you are likely to make mistake as
you go on. But with Excel, you can just highlight the entire values,
select the Sum operator under the Formulas tab, and you are given
the answer automatically. Excel is a great program.
The Ease to Access Excel Files Online
This is another importance of Excel application. You do not need to
be close to your employees physically before you can be able to
share your Excel files with them. With the collaboration property
available in Excel, you can share your created spreadsheet files with
anyone. They can have access to the files remotely online.
Nice Formatting Tools
Excel as an application was developed with nice formatting tools.
You can give your spreadsheet containing data “clean” formatting.
You can decide to give the data in different rows different colors to
differentiate between them. There are many tools in Excel that you
can use to format your data and make them great.
Ability to Compose Large data
Excel spreadsheet is made of many cells that can accept large
number of data. The spreadsheet is so big to the extent that it can
take the information of workers in a standard company in United
States and that of workers in other specific companies. An Excel
worksheet contains 1,048,576 rows by 16,384 columns.
Detailed Analysis Using Charts
Microsoft Excel has different types of charts integrated inside of it.
These charts make it possible for you to analyze data without any
much stress. Some businesses use these charts to explain the inflow
and outflow of money in the company, and for other purposes.
TERMS USED IN
MICROSOFT EXCEL
There are some terms in Excel which I want you to know about.
Knowing about these terms will make your learning easy. It will save
you the time of making extra research to find the meaning of some
keywords you may not understand.
Button
A button simply implies an icon you can click on in Excel to complete
specific task. Different buttons are used for different task completion.
Buttons include bold, underline, text align, and others. In Excel
program, button can be called command or tool . Buttons are just
those designs in any application which you can click to get any
specific job done.
Workbook
The term workbook means a collection of cells organized in rows
and columns. It is that working surface you will interact with when
you start making use of your Excel application. It is that spreadsheet
where you enter texts and numbers. A workbook can contain many
spreadsheets inside of it.
Spreadsheet
The word spreadsheet means a working environment in Excel where
you can enter your data in different cells. A spreadsheet is also
called worksheet or sheet.
What is the Difference between a Workbook and a
Spreadsheet?
A spreadsheet is just an Excel program that is made of cells with
tools to perform tasks and a workbook is still an Excel program but
can have many spreadsheets inside of it. A workbook is like an
exercise book that is made up of many leaves. The leaves as I use
here are the sheets. Spreadsheet is just single but workbook can go
plural by containing many sheets. And it can also contain just one
spreadsheet.
Copy, Cut, and Paste
In many Microsoft application products, copy, cut and paste are
commonly used words. In Microsoft Word for instance, they are
common actions taken by users. I will like to explain the terms for
you. When you select text or right-click any cell in Excel, you will be
shown cut, copy and paste among other options.
If you click cut , the text or number will be deleted from the cell and
you can paste it in another cell in the spreadsheet. When you select
copy, the text or number will be copied in the computer clipboard
and remains in the cell, and you can paste it in another cell.
To paste implies to place the current content of your computer
clipboard (the copied text or number) in another cell of the
spreadsheet.
Row
Row is a common term in Mathematics study. I started hearing of it
right from my primary school days. In Excel, a row is the horizontal
section of the spreadsheet containing many cells. It is made up of
cells arranged horizontally. Rows in Excel are numbered.
Fig 1.4: The direction of row shown
Column
Just like row, column was a common term to me in my primary
school days especially in Statistics. A column is the vertical line of
cells of Excel spreadsheet. It involves cells arranged in vertical order.
Columns are labelled in letters.
Cell
A cell is the building block of Excel program. It is a location at the
intersection of a particular row and column. Depending on the size
an Excel user chooses for cells, they can be rectangular or square in
shape. Without cells, there is nothing like Excel application. They are
where values including texts are entered in the spreadsheet.
Fig 1.5: Picture indicates some cells in rectangular shape
Data
In this book, I will be using the term data frequently to make my
teaching. In this teaching, data are texts, numbers, or even icons.
When I say prepare your data anywhere in this teaching, I mean you
should prepare your information in Excel sheet which you will use to
create chart or complete a particular task.
CHAPTER 2
Getting Started and the Basic Tools in
Excel
If you do not know how to start anything of value in life, it becomes a
big problem as you are likely not to know the way to end it. Because
it is fundamental to know how to start Excel application, I will take my
time to teach you that. It is something basic you need to know if you
have not started already.
On the other hand, there are some basic tools you cannot do without
in Excel spreadsheet application. You cannot work in Excel without
interacting with these tools. They are the basic tools you need to
know about before advancing to other tools. Most of the tools are in
the Home tab of Excel. I will explain these tools with simple grammar
for your proper understanding.
OPENING EXCEL
DESKTOP APPLICATION
AS A USER
As a first-time user of Excel, the screenshot below will resemble
what you will see when you open the application:
Fig 2: The screenshot of the first appearance of Excel when opened
for the first time (captured from Excel 365)
From the screenshot I have above, when Blank workbook is clicked
just once, a workbook is opened. As the sheet is opened, you can
start entering the data you want to have in the cells of the workbook.
The data can be text or numbers. You can also insert charts and
tables in the workbook if the need arises.
Blank workbook Explained
When you select Blank workbook as your Excel application opens,
a working environment opens. You can enter the data you want to
have inside of it. The opened blank sheet is the environment where
you are to work in. You can create more sheets inside one workbook.
At the end, you save the entire sheets in a workbook with one single
file name, but you can give the different sheets in the workbook
individual names as they are housed in the workbook.
How to Create Sheets in a Workbook
In this subheading, I will walk you through on how you can create
more sheets inside one Workbook. It is a simple task to complete
within a short time. To achieve this task, do the following:
As your Excel workbook is already open, drag your
computer mouse down to the bottom part of your Excel
workbook
Click the plus sign (+ ) at the bottom part of the workbook
for a new sheet to be added in the workbook as shown by
the arrow in the picture below:
Fig 2.1: Click the plus sign for a new spreadsheet to be added in the
workbook
You can click the plus sign for more spreadsheets to be added if you
want to have more than one extra sheet. The addition of
spreadsheets in a workbook is needed when you want to prepare
Excel file that points at one area of interest but different
departments. An example is when an employer of a big company
wants to compose the names of his employees that work in different
departments of the company. If there are ten departments, he can
choose to have ten sheets all in one workbook.
UNDERSTANDING THE
BASIC TOOLS IN EXCEL
SPREADSHEET
This is the part 2 of this chapter. As I earlier stated, if you do not
understand the basic tools in Excel spreadsheet, you will find it
difficult to perform basic tasks in the application. In respect to this, I
will teach you on these basic tools you need to know about.
Fig 2.2(a): Basic Excel spreadsheet tools in the Home tab
Number 1: Paste
The number 1 tool as shown in Fig 2.2 is Paste tool. With Paste tool,
Excel users can paste the text they copied from another cell of a
spreadsheet into another. What the user has to do is to click the cell
he or she wants to paste the text or number and then click the Paste
tool for the data to be inserted into the cell. Also, there is a shortcut
to paste data into any cell in Excel spreadsheet. The shortcut is to
press Ctrl + V on your computer keyboard running Windows
operating system.
Number 2: Bold
The tool labelled number 2 stands for bold . With this tool, Excel
users can make texts and numbers thicker than they were before.
Bold tool can be used to draw the attention of readers of the Excel
file to a particular area of interest in the document.
Step by Step Guide in Making Text and Numbers Bold
If you want to make texts or numbers in Excel workbook bold, do
these:
Click the cell containing the word or number
Click the Home tab of the Excel
Select the bold button identified with the symbol B
Other steps you can take to make the texts or numbers in many cells
of Excel spreadsheet bold are as follow:
Highlight all the cells containing the data you want to make
bold
Click the Home tab
Select the bold tool
Number 3: Italic
The number 3 is the Italic tool. This is another tool that can be used
to draw the attention of any Excel reader to any spot on the
document. Example of words in italic is “smart words ”. The words
appear in slant fashionable way. That is what it implies for words to
be in italic.
Number 4: Underline
The number 4 tool is still a tool used to separate some texts from the
others. Number 4 tool is called the Underline tool. With this tool, you
can underline text which you have in Excel spreadsheet.
How to Underline Text in Excel
To underline text in any cell of Excel workbook, do the following:
Select the cell having the text you want to underling or
highlight the cells having the words you want to underline
Click the Home tab of the workbook
Click the Underline tool
Number 5: Font
The tool labelled number 5 is Font . There are many fonts available
in Microsoft Excel workbook. You can click the Font command to see
the fonts in Excel. You scroll down to see the other available fonts.
To change the font type of any text in a cell, click the cell containing
the text once, click the Home tab, and finally click Font tool and
select the font you want the text to be changed to.
Number 6: Border
The tool labelled number 6 is known as Border . You can use this
tool to create bottom border in workbook. You can also use it to
create border around text that are positions in cells of the workbook.
Number 7: Font Size
The number 7 in the picture stands for Font Size . With this tool, you
can choose the size of the text you want in any spreadsheet. Most
times, users choose bigger font sizes for certain text they have in the
application. Take for instance that I want to list the names of my
workers and their individual ages, I can use font size of 14 for the
heading and then choose font size of 12 for the rest part in the
workbook.
Choosing Font Size
To choose different font size for different text in the cell of Excel
workbook, do the following:
Select the cell containing the text that you want to change
the font size
Click the Home tab of the Excel workbook
Click the dropdown at the Font Size tool
Select the font size number you want to change the text to
from the dropdown
Hit the ENTER key of your computer keyboard
Also, as you take step 2, you can just click into the Font Size number
and then type in the font size number you want, and finally hit the
ENTER key of your computer keyboard for the text size to change.
Number 8: Fill Color
The number 8 is Fill Color tool. This is the tool you need to make
the background of your cells colorful. To achieve this purpose, just
select the cells which you want to change their background color,
click the Fill Color tool and select any color you want to change to
from the color gallery. The tool is used to differentiate different items
that are in different cells of a workbook.
Number 9: Font Color
The number 9 stands for the Font Color tool. The Font Color tool
has effect on text color and not background of cells. With this tool,
you can comfortably change the color of texts you have in your Excel
sheets.
Steps on How to change Text Color in Excel
To change the text color or simply put the color of words and
numbers in your Excel workbook, take these simple steps:
Click the cell containing the text you want to change its
color or highlight the cells containing the texts if you want
to change the color of many words to one color
Click the Home tab of your workbook
Click the Font Color tool
Select the color you want the text change to from the color
gallery that will be opened to you
Number 10: Left Align
The tool labelled number 10 stands for Left Align tool. The Left
Align tool is a text tool. With this, you can position the text you have
in cell of Excel sheet toward the left margin of the cell. To align text in
any cell towards the left, just click the cell containing the text and
then select the Left Align tool.
Number 11: Center Align
The number 11 command stands for Center Align tool. With this
tool, you can align the text you typed inside cells of Excel
spreadsheet to the center. Just select the cell containing the words
or figures, then click the Center Align tool which is under the Home
tab.
Number 12: Right Align
The command labelled number 12 stands for right align. This tool
allows you to align the text in your spreadsheet towards the right
margin of the sheet. It positions the entire text and numbers in the
right-hand side.
Number 13: Decrease Indent
The tool labelled number 13 stands for Decrease Indent tool. With
this command, you can move text in a cell closer to the cell border.
But by default, text in cells are in decrease indent state. As a result
of that, when you click any cell that has texts inside of it, and click
the Decrease Indent , you will not notice any change.
Number 14: Increase Indent
The command labelled 14 stands for Increase Indent . With this
tool, you can move the texts in spreadsheet cells farther away from
the cell border. To achieve this, just click the cell containing text and
then click Increase Indent tool which is under Home tab.
Number 15: Wrap Text
The command labelled number 15 is the Wrap Text . This tool plays
important role in Excel workbook. It is a tool you need to use to wrap
text in each cell of workbook. In an explanatory way, this tool is used
to position text in every cell to show all the text entered in cell.
Take for instance that you entered words in a cell, and you notice
that the entire words are not contained in that cell. That is to say that
it looks as if some words cut into the cell next to the cell where you
entered the words due to the size of the cell.
To make all the words positioned in the cell where you intend them
stay, you can apply the Wrap Text tool. To achieve this, click the cell
where you started typing the words, click the Home tab of the
workbook, and lastly click the Wrap Text . Immediately you do that,
the text will adjust and get positioned inside that one single cell and
all the entire words clearly shown in it.
Number 16: Cells Merge styles
The tool labelled number 16 is the Cells Merge styles . This tool
allows you to merge different cells in workbook as one. With this tool,
Excel users have the capacity to "Merge and Center" (ideal for a
title), "Merge Across" (merges a cell across columns), or "Merge
Cells" (combines cells across both columns and rows).
If you want to merge cells, select the cells you want to merge, click
the dropdown at the Cells Merge styles command and select the
style you want to merge.
Fig 2.2 (b): Basic Excel spreadsheet tools in the Home tab
Number 17: Number
The group represented in number 17 is the Number group. The
Number is a group name. Under the Number group, there are many
Mathematical and Statistics symbols. These symbols include
Accounting symbols , Percent , Comma style , Increase Decimal
and Increase Decimal .
The accounting symbol has to do with currency. With this tool, you
can choose whether you want to place dollars, euro, or pounds
symbol in a number. To see the effect of the accounting tool, just
type numbers in the cells, select the cells, then click the Accounting
Number Format tool to select the currency you want to assign to the
numbers.
Use the same steps to select other tools under the Number group to
apply on different numbers you have in different cells. They are all
simple steps that will give you the expected result in return.
Number 18: Conditional Formatting
The tool labelled number 18 is known as Conditional Formatting .
With Conditional Formatting tool, Excel users can apply conditional
formatting to words and make a difference. To see the effect of this
tool in a cell containing text, click the Home tab and then select the
Conditional Formatting tool. When you do this, you will be shown
some options, select any action you want to take place from the list.
Number 19: Format as Table
The tool labelled 20 is known as Format as Table . With this tool,
you can format the cells in a workbook into tables rather than cells.
In the other words, you can use this tool to convert cells to tables just
like the one you can see in Microsoft Word desktop application.
Steps in converting Excel Workbook Cells to Table
I decided to create this as subheading so that you can understand
how to use Format as Table tool in detail.
To convert cells in Microsoft Excel workbook to table, take these
steps:
Highlight the cells you want to convert to table format
Click the Home tab which is as shown in the picture below:
Fig 2.3: The Home tab shown by the arrow
Click Format as Table command
Select the table style you want from the options that will be
shown to you
Click Ok button of the dialog box
You can then start entering the content you want to have in the table.
Number 20: Cell styles
The tool number 20 is known as the Cell styles . Just as the name
sounds, you can use the tool to choose style of cells you want to use
to prepare your data in workbook. To choose cell styles, highlight the
cells, click the Cell styles , and then select the style you want.
Number 21: Insert
Number 21 is known as the Insert tool. You can use the Insert tool
to add cells, rows, column or insert new sheets in a workbook. The
role played by this tool in Excel is unique. As a result of that, I will
take it one by one.
How to add Cells, Rows, Columns, and New sheet
If you want to insert cells, rows, columns or new spreadsheet in your
workbook, using the Insert tool at the Home tab, do the following:
Click Home tab of the workbook
Click any cell in the workbook where you want to insert
cells, rows, columns or sheet
Click the Insert tool
From the options that will be shown to you, select the
action that best fits what you want to do
Number 22: Delete
The tool labelled number 22 is Delete . This tool can be used to
remove/delete rows, columns, sheet, and cells. If for instance you
want to delete any cell of your workbook, do the following:
Click Home tab of your workbook
Click the cell that you want to remove. The cell may
contain text or may not
Click the Delete tool
Select Delete cells
In the dialog box that will appear, check an option of what
will happen to the next cell once that particular cell is
deleted
Click the Ok button
Follow these same steps to delete column, rows, sheet.
Number 23: Format
The tool labeled number 23 is the Format tool. You can use this tool
to change the size of cells in the Excel workbook. Other things you
can do with this tool includes to hide cells, organize and protect
sheets in a workbook and the workbook containing the sheets.
If you want to either change cell size, hide cells, organize, or protect
your workbook, take these steps:
Click the Home tab of Excel workbook
Select the cell or cells to format, click the Format tool
select the action you want to complete and that is all
Number 24: Sum symbol , Fill and Clear
The tools I wanted to represent in the part labelled number 24 are
Sum symbol , Fill, and Clear tool. The functions performed by
these tools relates to their individual name.
From the Sum tool, you can select any built-in function to solve
some Mathematic problems. For example, you can sum numbers
from the tool. You can highlight the numbers in different cells of the
workbook, then click the Sum symbol tool and select Sum . Once
you do that, the sum of the numbers will be inserted in the cell below
the last one containing a value.
The Fill tool can be used to fill formula and text into adjacent range
of cells. To complete this task, just highlight the cell containing text
and number, click the Fill command, which is under the Home tab,
and finally choose the fill direction.
Simply put, you can clear all text, numbers and formulas in cells of
workbook using the Clear command. Just highlight the cells you
want to clear the contents and then select the Clear tool.
Number 25: Sort & Filter
The command labelled number 25 is known as the Sort & Filter tool.
It is one of the editing tools in Microsoft Excel. You can use this tool
to comfortably sort and filters the items you have in your workbook.
You can sort words and numbers using this tool.
How to Sort Items in Excel Workbook
Let me assume that you have list of names in your Excel workbook
and you want to sort them alphabetically from A-Z in ascending
order. What you need to get the deal done is the Sort & Filter
command. You do not need to disturb your brain by doing that
manually.
To sort the names alphabetically from A to Z, do the following:
Highlight the entire cells containing the words you want to
filter
Click the Home tab of the workbook
Click the Sort & Filter command
Select Sort A to Z from the options
If the items you want to sort are group of numbers, when you click
the Sort & Filter you are to select Sort Smallest to Largest or Sort
Largest to Smallest depending on the result you want.
Number 26
The tool numbered 26 is the Find & Select command. You can use
the command to find text, numbers, formulas, notes or conditional
formatting in workbook. If you want to detect any word in your
spreadsheet, just click the Home tab and then click Find & Select.
Select the Find option and then type in the word you want to find in
the Find and Replace dialog box as shown below:
Fig 2.4: The Find and Replace dialog box
The next action you should take is to click Find All button. Within a
short time, Microsoft Excel will show you where those words are in
the workbook. The same steps you should take if you want to search
for numbers in workbook.
Number 27
The tool labeled number 27 is the Ideas command. The tool is not
available in older versions of Excel application. It is available in Excel
365 application. I will explain more under a separate subheading.
Explanation on Ideas Command
The Ideas command is one of the newly added commands that
Microsoft added in Excel 365. So, you will not see this command if
you are making use of older versions of Excel. It is a command that
works with artificial intelligently. It makes suggestion of what you are
likely to do with the data you have in Excel workbook.
The Ideas command works with internet connection. In the other
words, if you want the command to work, your computer needs to be
connected to internet.
Making my teaching on this command more practical, I can prepare
data on workbook listing number of males and females in different
classes of a school. If I click the Ideas tool after my data preparation,
it will show me what I am likely to do with the data. If it is in line, I can
click one of the suggestions to be inserted in the workbook.
Identifying the Undo and Redo Commands
The Undo and Redo commands are important tools used in Excel.
These tools help to easily undo actions initially carried out earlier.
Fig 2.5: The Undo and Redo commands in Excel 365 shown by the
arrows respectively
Fig 2.6: The position of the Undo and Redo commands in Excel
2010
You can find the Undo and Redo commands at the top left corner of
your workbook interface. The Undo and Redo buttons have
dropdown at the. With those dropdowns in each, you can undo or
redo any previous action carried out. To undo means to reverse any
action previously carried out in Excel. On the other hand, to redo
means to restore any action that were previously undone.
THE BASIC TABS IN
EXCEL
Fig 2.7: Picture shows basic tabs in Excel
There are basic tabs available in Excel. Through each of these tabs,
you can complete specific tasks. The tabs available in the recent
version of Excel are File, Home, Insert, Page Layout, Formulas,
Data, Review, View, Help and Team . On your own, you can add
other tabs/ribbons of your choice. You can also remove those you do
not want to have. I will walk you through on that.
CUSTOMIZATION
How to Add or Remove Tabs (Ribbons) in Excel
If you want to add or remove tabs in Excel, take these steps:
Click File tab
Scroll down and click Options commands
Click Customize Ribbon
In the Main Tabs , tick the tabs you want to add and click
Ok button
If your intention is to remove tab, in Main Tabs , untick the
tab you want to remove and click Ok button
Changing Language
Every version of Excel comes with a default language. So, it is left
for you to change to any language of your choice.
If you want to change language in Excel, take these steps:
Click File tab and followed by Options
From the list click Language
Fig 2.8: Screen when Language is clicked
Under the Office authoring languages and proofing ,
select the language you want to change to and click Ok
button, but if the language you want to change to is not
there, click Add a language , select the language from the
list that will be shown to you before clicking the Ok button.
Know that you have to restart your Excel for the change you made to
be effective.
Selecting a Cell
If you want to select a cell, just click on the cell and it is selected.
When a cell is selected, it is enclosed in green colored design.
How to Select Cells
If you want to highlight many cells once, there is approach to it. In
that case, you are not selecting only one cell. An approach I use in
selecting cells is the one I call Clicking and Dragging .
First click the cell you want to start from
Fig 2.9: Selecting cells
Position your pointer in the middle of the cell
Hold down your mouse button
Drag your pointer over all the cells you want to select
Fig 2.1.1: Selected/highlighted cells
Release your mouse button
When the cells are selected, you will notice that the background
color of the first cell is still white. That does not mean that the cell is
not selected. It is how Excel spreadsheet is designed.
CHAPTER 3
Managing Excel Workbook and
Ribbons
Our working environment in any Excel version is known as the
workbook or spreadsheet. In this chapter, I will teach you on how you
can utilize your workbook effectively. I will also guide you on how you
can use the ribbons made available by Microsoft in their Excel
application. Just get ready because there are many skills you will
learn from this book chapter.
EDITING IN WORKBOOK
CELLS
In this section, I will work you through on how you can perform some
editing tasks in cells of any workbook.
Entering Data in a Workbook
Entering text in Excel sheet is simple but you may find it difficult to
do if you are just working on the application for the first time without
prior proper tutorial and practice on it.
To enter information in cells of Excel workbook, do these things:
Click the cell where you want to enter your text once
Start typing your text
When you are done typing, just click out or simply click
another cell to exit from the current cell you are typing in.
Editing Text Already Entered in a Workbook
I really found this aspect difficult when I was just a dummy in the use
of Excel desktop application. That time, I would like to delete just a
letter from a word in the cell but ended up deleting the entire words
inside of the cell.
To edit any word you have already entered in a cell of excel, do
these:
Double-click on the cell containing the word you want to
edit for there to be blinking of the cursor in the cell
Take your cursor pointer to the letter you want to delete
Use the backspace key to delete the letter or the word you
want to remove
Click out when you are done with the task
How to Insert Dates and Time in a cell
You can easily insert dates and current time in any Excel workbook.
You may like to keep the exact time you composed a report in Excel
spreadsheet. You do not necessarily need to check time before you
can do so. With the right short commands, that can be achieved.
Follow my guide below to get the task completed:
Click the spreadsheet cell you want to insert the date or
time
To insert the current date in the cell, press Ctrl +; (semi-
colon). I will break it down if you do not understand the
command properly. What I instructed you should do is to
first press the Ctrl key of your computer keyboard followed
immediately by ; key of your computer keyboard.
To insert the current time in the cell, press Ctrl +Shift +;
(semi-colon). The instruction is that you should press the
Ctrl key of your computer keyboard followed by the Shift
key and finally the ; of your same computer keyboard.
To insert the current date and time in the cell, press Ctrl +;
(semi-colon), then press Space key of your computer
keyboard, and then press Ctrl +Shift +; (semi-colon).
Immediately you do this, the current date and time will be
inserted inside your spreadsheet cell.
MANAGING EXCEL
RIBBONS
You may like to hide some tabs you have in Excel workbook but do
not know how to do it. On the other hand, your Excel tabs may be
hidden, and you may like to make them visible but do not know what
to do. Furthermore, your Excel toolbar section may not be visible to
you because you mistakenly click a command, but you do not know
how to take it back to its formal state. Whatever is the case, we will
discuss these issues here and at the end solution given.
How to Hide Ribbons
By default, the ribbons which is also known as tabs are visible to
Excel users. But you can decide to hide them by reason best known
to you. To hide tabs that are available in Excel workbook, follow this
guide:
First, click the Ribbon Display Options button located at
the top right-hand corner of the workbook as shown in the
picture below:
Fig 3: The Ribbon Display Options button shown by the arrow
From the options that will show up, select Auto-hide
ribbons as shown below
Fig 3.1: Auto-hide ribbon option pointed at by the arrow
Immediately you click the above button, the ribbons that were initially
showing in the workbook will be hidden.
Guide on How to display only Ribbons in Excel
You can choose to display only tabs at the top section of your
spreadsheet. To achieve that task, do the following:
Click the Ribbon Display Options tool
Select Show Tabs from the options that will be displayed
to you
Choosing to Show Both Tabs and Commands in Excel
Workbook
If you want both ribbons and commands (toolbar) to be displayed at
the top section of your Excel interface, do the following:
The first step you must take after you open your Excel
workbook is to click the Ribbon Display Options button
located at the top right-hand corner
Select Show Tabs and Commands from the available
options
Fig 3.2: Select the option shown by the arrow
COMMENTS IN EXCEL
The Comments and Comment Commands Explained
Does this subheading look confusing to you? It is okay if it does.
They are two different commands used to complete different tasks.
Comments Command
The Comments command is located at the topmost right-hand side
of your Excel. In fact, it is the last command on the topmost right-
hand of the screen.
Fig 3.3: The position of the Comments command of Excel
With the Comments tool, you can see the comments on any part of
your spreadsheet. Take for instance a member of your work team
sent an Excel file to you and there are comments attached to the file
which you did not know the part of the document where they are.
Once you click the Comments command, you will be shown their
locations and you can read the information in the comments clearly.
Comment Command
This is a command that you can use to add comment to any part of
your Excel workbook. Take for instance that you are preparing report
to be sent to a group of people, you can use the Comment tool to
add comment to any part of the cell that you feel they will not
understand properly. Maybe a cell of the financial report contains
number sum of money the organization made in 2018, 2019, and
2020. You can click that cell, click Insert tab and then click
Comment . In the Comment box that will show up, you can write
comment like “This is the sum total amount of money made in 2018,
2019 and 2020” just to make your point clear. After that, click post
button.
FILE SHARING IN EXCEL
The reason you create Excel file sometimes may not be only for your
own use. You can also create the file to share with your team which
you can also call your coworkers. Maybe your employer instructed
you to prepare your department financial report in Excel and after
saving the file needs to send it across to other workers in other parts
of the company where you work.
The question is, how do you send the financial report to them? Does
Excel application has tool that will allow you to do so? Are there
avenues through which you can send the report to them? The
answer is yes. There are means through which you can forward your
prepared report to your teams. The sending of these your Excel file
to your team is what we can call sharing.
Sharing Your Excel Document with Share Tool
There is a Share tool in the recent days’ versions of Excel. But the
Share button is lacking in old versions of Excel application, example
is Excel 2007. Irrespective of this, there are only few users of old
Excel application versions.
With the share tool, you can easily share your Excel document/file
when the workbook is still open. To share your Excel file, do the
following:
First, click the Share tool by the top right-hand corner of
your Excel spreadsheet interface
Fig 3.4: Excel Share tool shown by the arrow
You can choose to share to your document online in
OneDrive Microsoft cloud
When you select to share by first saving in your OneDrive, the Excel
system may ask you to first login to your OneDrive account before
you can successfully share the file with your OneDrive account
You can choose to share your file in Excel work or PDF
format. I recommend you choose Excel workbook option.
When you do that, a space will be provided for you to type
the email addresses of the people you are sending the file
to. When you finish entering their email addresses, send it
to them. For this method to be successful, your computer
must be connected to internet.
How to Share Excel Workbook File Using link
Another way through which you can use to share workbook with
people is by generating link to the file in which you can share with
people who you want to access the file.
To generate link to a workbook and share with people, take these
steps:
Click the Share tool of the workbook
Click Get a link
Under Choose an option , select View only
Click Create link
Copy the generated link
You can share the link to anyone you want to have access to the file.
CHAPTER 4
Completing Tasks Through Tabs
There are works you can complete through some tabs built in by
Microsoft in their Excel application. I will do well to explain some
through this chapter. Let us get started without taking much time.
MANAGING
SPREADSHEETS
I will be teaching you how to remove and rename sheets in this
heading.
How to Remove Sheets in a Workbook
Sometimes, you may have many spreadsheets in a workbook. If you
want to remove any among them, this guide will help you.
To delete any sheet, follow these steps:
Click on the sheet name
Fig 4: Removing a sheet from a workbook
Click the Home tab
Click Delete tool
From the available options, select Delete Sheet
That is all, and that sheet is removed immediately.
Note: If there is only one sheet in the workbook, that cannot be
deleted. You must have at least two sheets in the workbook to be
able to delete one.
How to Rename Sheets in a Workbook
Sometimes you may like to customize the sheets you have in your
workbook by giving them unique names instead of allowing them to
appear with default names like Sheet1, Sheet2, Sheet 3 and so on.
To rename a sheet in a workbook, do these:
Take your pointer down the Excel sheet environment
Right-click the default name of the sheet you want to
change
Fig 4.1: Picture shows options
Click Rename
Type in the new name
Tap Enter key on your computer
UNDERSTANDING
REVIEW TAB
There are many commands in the Review tab. I will explain the
commands and the tasks you can complete with them:
Fig 4.2: Picture shows the commands in Review tab
PROOFREADING IN
EXCEL
Proofreading tools are available in Review tab of Excel desktop
application. I will guide you on how these commands work and how
to make good use of them as well.
Spelling
Spelling command allows you to check any possible error in words
in your workbook. When you click Spelling command under the
Review tab, Excel system will ask the question “ Do you want to
continue checking at the beginning of the sheet? ”. Click the Yes
button for the system to run check for any possible grammatical
errors in the workbook. If errors are found, Excel will make
suggestion of some words you are to pick from. Just select the word
that is correct and click Change followed by Close button . If no
error is detected, the system will tell you that you are good to go.
THESAURUS
The Thesaurus command is used to find words that means almost
the same to the one selected. To perform task with Thesaurus
command, click a cell containing a word, select Review tab, and
finally the Thesaurus command, and immediately you will see the
result.
Workbook Statistics
With Workbook Statistics command, you can see information on
the statistics of activities that have been carried out in your
spreadsheet. The information that is display when you click this
command are number of cells in the workbook, cells with
information, end of sheets, tables in the workbook, and the number
of formulas in the workbook.
CHECKING BEST
PRACTICE STATUS IN
EXCEL
Review tab of Excel has accessibility check tool built into it. This tool
helps make sure you have done things right in your workbook
Check Accessibility
The Check Accessibility command is a tool you need to check if
you have maintained best practice in your Excel workbook or not. To
check the accessibility status of your workbook, click the Review tab
followed by Check Accessibility . Once you do that, the system will
give you feedback immediately.
DEFINITION AND
SEARCH IN EXCEL IN
EXCEL
The recent versions of Excel have what I call inbuilt dictionaries and
research tool. This tool is accessible through the Review tab in
interface.
SMART LOOKUP
The Smart Lookup tool allows you to find the definition and further
research of any word in any cell of a workbook. With this command,
you can still search for images right inside the Excel workbook. If you
want to use Smart Lookup, click the cell containing a word followed
by Review tab. The next you are to do is to click the Smart Lookup
command. You will see information about the word displayed by the
right margin of your workbook. There is Define and Explore
headings available. If you select Explore , it will give you research
on the word including images. The source of the information is
quoted.
Translate
With the Translate , Excel users can translate words from one
language to another. This command works with internet. To translate
a word to another language, select the cell containing the word, and
click Review tab. When in Review tab, locate the Translate
command and click it. Select your language followed by Insert . As
you do this, the translated word will replace the initially selected word
in a cell.
The above translation steps are for Excel 2019 or Excel 365 users.
But if your Excel version is from Excel 2010 to 2016, they have their
own options when you click Translate command which are shown in
the picture below:
Fig 4.3: Translate options available for Excel 2010 to 2016
From the options, you can select the one that best matches what you
want to do.
COMMENTS
I have explained this command before, but I will do that again
because it falls under Review tab. Comment is a group in the
Review tab of Excel. New Comment command allows you to add
comment to any part of your cell. Just click the cell where you want
to add the comment followed by the command. On the hand, you are
to use the Delete command to delete any comment in any cell. Just
click a cell with comment and then Delete to remove the comment.
The Previous Comment command allows you to see the previously
added comment in the spreadsheet if any. And Next Comment
takes you to the next comment in the workbook if any. When you
click Show Comments , it displays the comments that are in a
workbook if any is available.
MANAGING NOTES IN
CELLS
This is a command that works like the comment tool. With this
command, you can comfortably add note to cells. When the note is
added, you cannot see it in the cell until you click the Note command
and select the option to see it.
Steps in Adding Note in a Cell
Take these steps to add a note in a cell:
Select the cell to add the note
Click the Review tab
Click the Notes command
Fig 4.4: The Note options
Select New Note
Type your text
Click out after typing
When you bring your pointer close to the cell where the note is
attached, you will be shown its content.
CELLS, SHEETS AND
WORKBOOK
PROTECTION
In this subheading, we will be discussing how to protect cells,
spreadsheet or the entire workbook which contains many sheets.
Sheet Protection
The Protect Sheet command allows Excel users to protect their
sheets so that another person will not change the data in it. If you
want to protect the sheet which you have your data in, click the
Review tab and then Protect Sheet command. A dialog box will
show up which is shown below:
Fig 4.5: Protecting of a spreadsheet in progress
In the Password to unprotect sheet , type in password that you
want to use for the spreadsheet protection. When you share this
sheet with others and they want to open it, they have to ask you for
password which you will give to them to open it. Under the Allow all
users of this worksheet to options, you can tick the actions you
want those that you will share the sheet with to be able to take. Click
OK button for the sheet to be fully protected.
Protect Workbook
A workbook can contain many sheets inside of it. A workbook is like
a book with many pages inside. The Protect Workbook command
allows you protect workbook that may contain many sheets. To
protect a workbook from unauthorized access by others, first click
the Review tab. Select Protect Workbook and then type in
password for the workbook full protection in the dialog box that will
show up. Click OK button of the dialog box.
Allow Edit Ranges
The Allow Edit Ranges lets Excel users set up password protection
on ranges of cells and to choose which people are allowed to edit
the cells.
Unshare Workbook
The Unshare Workbook command allows you to stop sharing your
workbook file with people. This command is not enabled by default.
HIDE INK
As the name of this tool sounds, you can select it to hide all the
digital inks in Excel workbook. It is a tool in the Review tab. But if
there is no ink on the workbook that you are working on, when you
click it, you cannot be able to select any option. This command is
available only in Excel 2019 and Excel 365.
I thought you how to add/remove tabs in chapter 2. If through that
guide you added Draw tab, you will be able to draw and highlight
data with ink. When you draw with the ink tool available in the Draw
tab, you can select the Hide Ink command under Review tab to hide
all the digital ink.
Fig 4.6: Before applying any Hide Ink option
Fig 4.7: After Selecting Delete All Inks in Workbook option from the
Hide Ink command
GETTING HELP FROM
SUPPORT AND
TRAINING
Microsoft in her wisdom has Help tab attached to the Excel program.
Through this tab, you can get help relating to the issue you may
encounter while using the application. Also, you can get trained by
the company’s experts.
Contacting Support
To contact the Microsoft Excel support, do these:
Click the Help tab
Select Contact Support as shown in the picture below:
Fig 4.5: Getting Help from Microsoft
Write to them, but know your computer needs to be
connected to internet
Show Training command
With Show Training under the Help tab, you can access to online
training contents to learn more on Excel.
What’s New
What’s New command is available in Excel 2019 and Excel 365.
With this tool, you will know about new features that are added in the
application.
CHAPTER 5
Charts in Excel
Charts is important in every business and for individual use. It is
used for analysis and comparison. Many companies use charts to
show their annual performance. Charts are important tools which
also have academic application.
WHAT IS A CHART?
A chart is defined as a graphical representation of data, in which the
data is represented by symbols, slices, structures or bubbles. There
are many types of charts that can be plotted in Excel spreadsheet,
and I will discuss some of them in this chapter
BAR CHART
A bar chart is defined as a type of graph used to display and
compare the number, frequency or other measure for different
discrete categories of data. Example is comparing the number of
male with female students in different classes in a secondary school.
How to create a Bar Chart
To create a bar chart in a workbook, do the following:
Prepare your data
Example of prepared data is the one I made which is shown below:
Fig 5: Data for bar chart
Select the data
Click the Insert tab
In the Chart group, click See All Charts icon
Fig 5.1: See All Charts icon pointed by the arrow
In the Insert Chart dialog box that will appear, select All
Charts heading
Select Bar from the options
Select any style of bar you want
Fig 5.2: Click any styles of bar chart you want to have from the
samples
Click OK button
Once you click OK button, the chart is inserted in your workbook like
the one I have below:
Fig 5.3: Created bar chart in Excel workbook
You can click the Chart Title part to add a title to the chart
Exercise on Bar Chart
Using the data below, create a bar chart in your Excel workbook
Fig 5.4: Data for bar chart exercise
HOW TO CREATE PIE
CHART
A pie chart is defined as a circular statistical graphic, divided into
slices to illustrate numerical proportion. It represents the percentage
of each of the items in slices and all the items sum to 100%. I will be
using the data I prepared in Fig 5 in Bar chart to create Pie chart.
To create a pie chart with that information, take these steps:
Prepare the data
Highlight the prepared data
Click Insert tab
In the Chart group, click See All Charts icon
Fig 5.5: See All Charts icon pointed by the arrow
In the Insert Chart dialog box that will appear, select All
Charts heading
Select Pie from the options
Select any style of pie chart you want
Click Ok
As you click the OK button, the Pie chart is inserted in the workbook
Fig 5.6: The created pie chart
You can click part of the chart labelled NUMBER to add title to the
chart
Exercise on Pie Chart
Using the prepared data below, create a pie chart in your Excel
workbook
Fig 5.7: Data for pie chart creation
More Information on Inserted Charts in Workbook
When you insert charts in a workbook, you will some symbols
attached to the chart by the right-hand side. They are plus sign
symbol (+), brush and Funnel symbol. I will explain what you can do
with the symbols.
To hide, or format things like axis titles or data labels, click Chart
Elements which is represented as cross sign.
To change the color or style of the chart, click the Chart Styles
represented with brush.
To show or hide data in your chart, click Chart Filters which is
represented with Funnel shape.
GUIDE ON INSERTING
HISTOGRAM CHART IN A
WORKBOOK
A histogram can be defined as a type of chart that group numbers
into ranges.
These are the steps to take to create a histogram:
Prepare your data in the Excel workbook
Fig 5.8: My prepared data for this teaching
Highlight the prepared data
Click Insert tab
In the Chart group, click See All Charts icon
Select Histogram from the options
Select any style of the chart you want
Click Ok
Fig 5.9: Created histogram chart
HOW TO CREATE MAP
CHART
With Map Chart, you can easily represent different countries or
locations in a chart in the form of map. Take for instance that I am a
businessman that sale products in different countries in Europe and
North America, I can represent the sales in the Map Chart. As of the
time of publication of this book, the map chart feature was only
available in Excel 365.
Step by Step Guide on How to represent Information in a Map
Chart
To represent information in a map chart, take the following steps:
Prepare your data in Excel spreadsheet
Fig 5.1.1: Prepared data for map chart
Highlight the prepared data
Going with my own data, I will highlight from A1 down to B10 just as
shown below:
Fig 5.1.2: The selected data to be created in map chart
Click Insert tab of Excel
Click Maps which is under the Charts group
Click the picture that will show up which looks like map
As you take the above step, immediately, the map chart will be
inserted in your Excel spreadsheet. You can see how the one I
created using the data I made in the picture below:
Fig 5.1.3: Already created map chart
After inserting the chart, if asked by the system that Bing will like to
store the map chart and the information, just click the Accept button.
From the above picture, you can drag the chart to any part of the
spreadsheet you want it to be. Also, you can click the Chart Title
part of the map chart to give the chart any unique title of your choice.
Going with my own data, I can give it the title Sales in North
America and Europe .
Please know that to successfully create map chart, your computer
must be connected to internet.
SCATTER CHART
When I was in secondary school, I was taught scatter chart by my
then Mathematics teacher. Though the topic seemed difficult as of
then, I still was able to do it. A scatter plot or chart is a type of chart
using Cartesian coordinates to display values for typically two
variables for a set of data. At the end of the representation of the
values on the spreadsheet, each value appears as dots.
In this teaching, I will be representing the males and females in
different schools in a location by number. This will make you
understand my teaching properly. I will imagine different names of
schools with the number of males and females in each of the classes
and use that information to plot the scatter chart.
Guide on Potting of Scatter Chart
To create scatter chart in Excel spreadsheet, take the following
steps:
Compose/prepare your data properly in the Excel
spreadsheet where you want to plot the scatter chart
Highlight the prepared data
Click the Insert tab
Take your cursor to the chart part and locate the Scatter
chart tool
Click Scatter chart
Immediately you take this last step, the scatter chart is inserted in
your spreadsheet. See the one I created using my prepared data:
Fig 5.1.4: My prepared scatter chart
From the above, the blue colored dots stand for number of females
while the orange stands for number of males.
RADAR CHART
A radar chart is a graphical method of displaying multivariate data in
the form of a two-dimensional chart. The chart starts from a point.
Also, the variables or simply put values are represented with two
different colors.
If for instance I have data that contains number of males and
females, when the numbers are represented in radar chart, the
numbers of males are represented with different color as well as the
number of females.
Radar chart is also known as spider, web, or star chart. Radar chart
finds its application in the control of quality improvement to display
the performance metrics of any ongoing program. Another
application of this type of chart is in sports. It is used to chart the
players strengths and weaknesses in each team.
STEP BY STEP GUIDE IN
CREATING RADAR
CHART IN EXCEL
Without taking any time, to create radar chart, take these steps:
Prepare your data on Excel spreadsheet
Fig 5.1.5: Prepared data for radar
Highlight the data you want to represent in radar chart
Click the Insert tab of the Excel
Located the radar chart command and click it to be
inserted in your spreadsheet.
If you are using Excel 2019 or earlier, click the dropdown in the chart
section under the Insert tab. If you make use of Excel 365, click the
chart tool which will show Insert Waterfall, Funnel, Stock, Surface,
or Radar chart when you take your cursor to it. From the list of the
charts available there, select Radar . As you click Radar , the radar
chart will be inserted in the spreadsheet just as shown in the picture
below:
Fig 5.1.6: The radar chart
You can click the Chart Title to add title to the radar chart.
WATERFALL CHART
EXPLAINED
A waterfall chart is a data visualization chart that helps in
understanding the cumulative effect of sequentially introduced
positive or negative values. This kind of chart is also known as flying
bricks, Mario or bridge chart. It is used in businesses to explain when
there is gain or loss in the business.
Also, it is used by employers in some companies to explain when
there is increase or decrease in their earnings. If there is increase in
earnings, that will be positive but when there is decrease in earnings
it becomes negative. Also, individuals that earn royalties from
different companies use the waterfall chart to express their earnings
per month. Any month they make more money than the previous
month, it becomes positive while if there is drop in the earnings for
the next month, you enter the data with negative sign to express
drop in the royalty.
In waterfall chart, the first and the last columns represents the total
values. Before I forget, know that waterfall chart is a column chart.
What that implies is that the values represented in this kind of chart
are in the columns of Excel spreadsheet.
Step by Step Guide on How to plot Waterfall Chart
To plot waterfall chart, do the following:
Prepare your data in Excel spreadsheet
The first step to take is to prepare your data. I will use my own data
to show example. It involves data of sales made in different months.
Few of the months shows reduction in revenues as identified by (-)
sign in the front of the number. That minus sign indicates decrease in
sales revenue as compared with the previous month. The table
prepared data is as shown in the picture below:
Fig 5.1.7: The prepared for waterfall chart
From the prepared data, APRIL, JULY, and OCTOBER has minus
sign in front which means reduction in sales revenues for those
months. When plotted in waterfall chart, those values appear in
orange color or red by default. That different color differentiates the
values from other positive values.
Highlight the entire data you want to represent in the
waterfall chart
Click the Insert tab
In the chart section of the Insert tab, locate the waterfall
chart and click it
The values will be created in waterfall chart immediately you took the
step above. See the one below in respect to my prepared data:
Fig 5.1.8: The waterfall chart
You can click the Chart Title to add title to your waterfall chart.
When you click the chart after it is inserted, you will see a plus-like
design at the right-hand side of the chart and a brush-like design.
When you click the plus-like design which is known as Chart Styles
, you will be shown some designs. You can click on any of them for it
to be inserted in your chart. That will make your chart look beautiful
just as shown in the picture below:
Fig 5.1.9: New waterfall chart design
CHAPTER 6
Up and Running with Formulas
Formulas are important in Excel. As a result of its importance, a
separate tab was developed which Microsoft named Formulas. In
this chapter, I will guide you on how to perform basic Mathematics
task using formulas. There are many advanced Mathematics you
can solve with the formulas available in the spreadsheet software but
I will focus on the basics as this book is made for beginners.
UNDERSTANDING THE
IMPORTANCE OF
COLUMNS AND ROWS IN
FORMULAS
In Excel workbook, the cells are formed by columns and rows. The
columns are labelled with alphabets while the rows labelled with
numbers. So, we put this into consideration to insert values in a
particular cell to get the expected result.
Examples:
C1 : This implies the number is in column C row number 1
E10 : This means the number is in column E row number 10
F4 : This means the number is in column F row number 4
K7 : This means the number is in column K row number 7
With time you will see the practical illustration of my information. I will
be using this approach to teach you.
USING BASIC
OPERATORS IN EXCEL
The basic Mathematics operators in Mathematics are addition (+),
subtraction (-), multiplication (*), and division (/).
With the prepare data below, I will guide you on how to solve
problems with the basic operators:
Fig 6: Data to carryout addition (+), subtraction (-), multiplication (*),
and division (/)
From that data, I will be working with the two values in cell B2 and
B3. I will type my formulas in different cells where I want to have my
result. For instance, during the addition, I will type in my formula for
addition in cell B5. For subtraction, I will type the subtraction formula
in cell B6 and so on. This is with respect to my prepared data and
value positions.
ADDITION
To add numbers in Excel using formula, do the following:
Click the cell where you want the numbers summed up to
(referring to my data, I want the addition result in B5, so, I
will click cell B5)
Type the right addition formula in the cell. Using the data of
Fig 6, I will type the formula:
=B2+B3
Press Enter button of your computer keyboard
Immediately you press the Enter key, the sum of the numbers is
added in the cell.
Another Approach to Sum Numbers in Excel (In-built Function)
There is another approach to add numbers in a workbook. The steps
are as follow:
Prepare your data
Highlight the numbers you want to add
Click Formulas tab
Select AutoSum command and select Sum
Fig 6.1: Options in AutoSum
SUBTRACTION
To subtract a number from another in workbook, do these:
Prepare your data
Select the cell where you want the result to be inserted
Type the subtraction formula in the cell. Using the data of
Fig 6, I want to subtract the number in B3 from B2, so I will
type this formula in the cell where I want the result:
=B2-B3
Press Enter button of your computer keyboard
Immediately you press the Enter key, the result of the subtraction is
added in the cell.
MULTIPLICATION
To multiply values in a workbook, take these steps:
Prepare your data
Select the cell where you want the result of the
multiplication inserted
Type the multiplication formula in the cell. Using the data of
Fig 6, if I want to multiply the number in B2 with B3, so I
will type this formula:
=B2*B3
Press Enter button of your computer keyboard
Immediately you press the Enter key, the result of the multiplication
is displayed in the initially selected cell.
Division
If you want to divide values in workbook, take these steps:
First prepare your data containing values as shown in Fig 6
Select the cell where you want the result of the division
appear
Divide the values by typing the correct formula in the cell. If
for instance I want to divide the value of B2 with B3
referencing to my prepared data, I have to type the formula
in the cell:
=B2/B3
Press the Enter key of your keyboard.
After all the calculations involving the basic operators, below is the
picture showing all my results:
Fig 6.2: Results of using basic operation formulas in a workbook
FINDING AVERAGE,
MINIMUM AND MAXIMUM
VALUES
This is a new section in Formula chapter where I will guide you on
finding average of numbers, minimum and maximum numbers in
Excel workbook by using the suitable built-in functions. They are
simple tasks to carry out.
I will be using the data I prepared in my workbook below to guide
you through:
Fig 6.3: Prepared data
Guide on Finding Average of Numbers in a Workbook
Take these steps to find the average of numbers in as spreadsheet:
Prepare your data just like the one I have in Fig 6.3
Highlight the cells that have the numbers you want to find
their average. Example is the numbers I highlighted as
shown in my picture below:
Fig 6.4: Highlighted numbers
Click the Formulas tab
Fig 6.5: Formulas tab pointed by the arrow
Click AutoSum command select Average
The average value is inserted automatically in a cell below once you
take the last step
Finding Minimum Value
To find the minimum value among the series of numbers in a sheet,
take these steps:
Prepare your data just like the one I have in Fig 6.3
Highlight the cells that have the numbers you want to find
the minimum number from
Click the Formulas tab
Click AutoSum command select Min
As you do that, the minimum value will be inserted in cell of the
workbook.
Finding Maximum Value
If you want to know the maximum number in a series of numbers in
Excel workbook with the assumption that the data has been
prepared already, take these steps:
Highlight the cells that have the numbers you want to find
the maximum number from
Click the Formulas tab
Click AutoSum command select Max
USING FUNCTIONS
You may wonder what a function means in Excel. In Excel,
a function is a predefined formula that performs calculations using
specific values in a particular order. I will teach you on few among
many functions you can use to complete certain tasks.
Function for Date
You can use function to insert today’s date in cells. Maybe you are
compiling information in a workbook and you forget the date of that
day, there is function you will type in the cell and the date displayed
in the cell.
To insert today’s date in a cell using function, click the cell where you
want the date inserted. The next step is to type =TODAY() and press
Enter key. As you do that, today’s date is inserted in the cell.
Sometimes as you are typing in the cell, the Excel system makes
suggestion for you, just click the right suggestion and the job is made
easy for you.
Count Function
You can use count function to find out the number of cells that
contain figures. Count function does not work on texts. It is a function
that depend on numbers. I will use the data I have in the picture
below to explain count function to you:
Fig 6.6: Data for count function explanation
In the picture above, column C is made of mixture of both numbers
and words. If I want to find out the number of cells in that column that
contains numbers, I have to take these steps:
Click a cell where I want the count function inserted,
maybe C14
Type =COUNT(C2:C13) in the cell C14
What that implies is that am telling Excel system to count number of
cells from C2 to C13 that are having figures in them
Press Enter key
Once I press the Enter key, the number of cells with numeric figures
is immediately recorded in cell C14 which is where I want the value
recorded.
CHAPTER 7
Working with Excel in Phones
As I stated at the beginning of this book, you can easily work with
Excel application you installed in your Android or iPhone on the go.
Take for example that after you created spreadsheet file through
your computer and saved it in your OneDrive account or you saved it
in your Email, you can easily download it from any of the two
channels and make any changes you want in the file and save again.
Also, when your PC is not close to you and you want to create Excel
file quickly, you can use the Microsoft Excel application in your
Android or iPhone to do so. The application is simple to work with
and it makes things easy for us. Though there are few limitations to
this application when in phones, but it is helpful.
I have taught you how you can download Excel application for
mobile phones either from Play store or App store for iPhone users. I
will walk you through on how to use Excel in your smart phones with
respect to Android devices. Just follow the guide and you will learn
something unique.
OPENING EXCEL APP IN
YOUR SMART PHONE
The same way you open other applications in your smartphone is
what you are to apply to comfortably open Excel application in your
phone.
To open Excel app, take these steps:
Power on your smart phone
Locate the application in your phone
Tap the application once and it opens
CREATING YOUR FIRST
EXCEL DOCUMENT VIA
MOBILE APPLICATION
As a beginner in the use of Excel mobile application, you may find it
difficult on where to tap to open a new blank workbook just as you do
in the desktop application. I will guide you through on how you can
do that without any stress.
To open a new Excel workbook using your Excel mobile application,
take these steps:
Tap your Excel mobile app for it to open
Tap the plus sign (+ ) situated at the top right hand side of
the app interface which is shown below:
Fig 7: Tap the + sign shown by the arrow
As next page opens, tap Blank workbook for a workbook
to be opened for you
Fig 7.1: Tap the Blank workbook
Start entering the data you want to build as the workbook
opens
Entering Texts in Excel for Smart Phones
To enter text in the cells of Excel for smart phones, take these steps
Double-tap the cell where you want to enter the text or
number
Start typing your texts
Tap on another cell when you are done with typing and that
is all
Making Text and Numbers Bold
To bold any content you have in the cell of Excel Android app, do
these:
Tap the cell containing the text or number once
Tap the dropdown by the bottom right-hand side of the
interface to see some tools
Fig 7.2: Where to tap to see tools
Choose Home tab from the left but it is already selected by
default and because of that can jump this step
Fig 7.3: The tab selection dropdown
Tap the Bold tool for the text or number in the cell to be
made bold
Fig 7.4: The text became bold when the bold tool was tapped
SELECTING TABS IN
EXCEL FOR SMART
PHONES
With the knowledge you gained from my teaching on Excel for from
chapter 1 to 6, I know you have learned a lot. You may like to use
the same guide to perform certain tasks on Excel using the Android
app but may not know how to go about it. That is the reason I want
to teach you how to select different tabs in Excel mobile application.
To Select any tab in Excel using your Excel Android app, take these
steps:
As you tap the app and it opens, tap the dropdown by the
bottom right-hand side of the interface
Fig 7.5: Tap the place pointed at by the arrow
Tap the Tab selection dropdown by the left-hand corner,
and choose any tab of you choice
Fig 7.6: The tab selection dropdown pointed by the arrow
As you take this last step, you will be shown the tabs in Excel from
which you can choose any one to complete any specific task.
HOW TO CHANGE ROW
AND COLUMN SIZE IN
EXCEL MOBILE APP
When I was a beginner in the use of Excel Android app, I found it
difficult to change the size of cells. But today, I can comfortably do
that. In Android app, you need to select the adequate Excel tool, and
enter the values you want to get the size you want. You can keep
changing the values until the text you entered it the cell are seen
clearly which is the reason you want to change the cell size.
To change column and row sizes in Excel spreadsheet for Android
application, take these steps:
Tap any cell which you want to adjust its size
Tap the dropdown by the bottom right-hand side of the
Excel interface to show some tools
Select Home tab from Tab selection dropdown by the left-
hand corner
Scroll down until you get to the Format Cell Size
Fig 7.7: Format Cell Size tool shown by the arrow
Click the Format Cell Size tool
From the space that will be shown to you, type the row
height and the Column width you want the cells to have or
you can make change in one of the parameters if that is
what you want
Fig7.8: Enter your values in the boxes
Tap the Enter button of your phone
INSERTING PICTURE IN
WORKBOOK USING
EXCEL MOBILE APP
With the Excel mobile App, you can easily insert pictures in the
workbook. Maybe you want to illustration something in the workbook,
the need for the picture may arise.
To insert picture in Excel workbook using your Excel mobile
application, take these steps:
Tap any cell in your Workbook
Tap the dropdown by the bottom right-hand side of the
Excel interface to show some tools
Fig 7.9: Tap the spot shown by the arrow
Tap the Tab selection dropdown by the left-hand corner
Select Insert tab as shown below:
Fig 7.1.1: Selecting the Insert tab
As you select the Insert tab, you will be shown some tools
under it
Fig 7.1.2: The commands under Insert tab
Tap Picture tool, and select the picture you want to upload
into your Workbook
IS IT POSSIBLE TO
CREATE CHART USING
EXCEL MOBILE APP?
The answer is yes. Because chart tool is available in Excel mobile
application which can be for Android phones or iOS devices, you can
create chart in the workbook. I will walk you through on how you can
do that.
Chart Insertion Using Excel Mobile Application
In this heading, I will be teaching you on how to create chart in Excel
workbook using your Excel Android app. To do so, take these steps:
Prepare the data you want to have in the chart
Example of a prepared data is the one below:
Fig 7.1.3: My prepared data for bar chart
From the above data, I listed Android phones and their individual
costs in market. I will create chart showing the items and their
individual costs.
HOW TO CREATE BAR
CHART USING EXCEL
ANDROID APP
To complete the task of creating bar chart using your Excel mobile
app, take these steps:
Tap a cell containing data or highlight the entire prepared
data
Tap the dropdown by the bottom right-hand side of the
Excel interface to show some tools
Tap the Tab selection dropdown by the left-hand corner
Select Insert tab
Scroll down the tools available in the Insert tab and select
Chart as shown below:
Fig 7.1.4: Tap Chart from the options
Select the type of chart you want to create
In this teaching, I want to create bar chart, so I will tap Bar chart
Select the chart style you want to have
Immediately you take the above step, the chart will be inserted in the
workbook just as I have below:
Fig 7.1.5: A complete created bar chart
HOW TO ADD SHEETS IN
WORKBOOK USING
EXCEL MOBILE
APPLICATION
Adding sheets in a workbook using Excel application in smart
phones is an easy task to complete. Once you understood that which
I taught you for Excel computer application, you can do the one for
smart phones.
Without taking much of your time, to add new spreadsheets, take
these steps:
Open your Excel mobile App
Look at the bottom part of the workbook interface
Tap the plus sign (+)
Fig 7.1.6: Where to tap for a new sheet to be added
A new sheet is added
SHARING EXCEL FILE
THROUGH MOBILE APP
I have taught you how you can share Excel file through Excel
desktop application. Here I will be teaching you on how you can
share your Excel file through the mobile app. The two channels
follow similar steps.
To share your Excel file after you are done preparing your file, take
these steps:
Tap the share icon at the top right-hand corner of the
Excel interface as shown below:
Fig 7.1.7: The share icon shown by the arrow
Select whether to share your file through OneDrive or
Share as attachment to others by email
When you select to share using OneDrive, you can easily collaborate
with other people. You can type the email addresses of the people
you want to share with and send it. Also, you can get link which you
can share with people by sending it out to their phone contact
numbers and sharing with them through social media channels like
Facebook and WhatsApp. Remember that OneDrive is a cloud
storage developed by Microsoft.
When you choose the option to Share as attachment, a space will
be provided for you to enter the email addresses of the people you
want to send the Excel file to. Just enter their email addresses or just
an email of you are sending to one person and then send the file.
SAVING EXCEL
DOCUMENT THROUGH
MOBILE APPLICATION
This is another area of importance I will teach you. By default,
automatic saving of Excel file is enabled in Excel App for smart
Phones. So, you may not necessarily need to do anything. But if you
want to save manually, thereby giving the file a unique name, take
these steps:
Tap the ellipsis (the three dots arranged vertically) at the
top right-hand corner of the workbook interface
Fig 7.1.8: The ellipsis is shown by the arrow
Tap Save As among the options
Type the name you want the Excel file to bear in the space
provided
Tap anywhere you want to save your file; you can choose
to save in your phone which is referred to as This device
or choose to save in your OneDrive account
Tap Save button
This is where I will stop my teaching on Excel mobile application. I
have taught you how to choose Excel tabs and other areas. With the
knowledge you gained in the desktop application teaching, you can
apply same steps to get some tasks completed when working with
the mobile app version. I believe you gained good knowledge
through my teaching.
APPRECIATION
Thanks for Reading