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MS Excel 2003 Financial Crimes Enforcement Network United States Department of the Treasury For assistance call the Service Desk at x3767 Introduction

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Page 1: MS Excel Introduction Excel Introduction -SAM…  · Web viewIntroduction: Excel Basics. Training Course Manual STUDENT DATA FILES ... alpha characters are automatically aligned

MS Excel 2003

Financial Crimes Enforcement NetworkUnited States Department of the Treasury

For assistance call the Service Desk at x3767

Introduction

Page 2: MS Excel Introduction Excel Introduction -SAM…  · Web viewIntroduction: Excel Basics. Training Course Manual STUDENT DATA FILES ... alpha characters are automatically aligned

MS Excel 2003

Introduction:Excel Basics

Training Course Manual

Financial Crimes Enforcement NetworkU.S. Department of the Treasury

For assistance, call the Service Desk at x3767

Hello. This is a sample training manual (abridged) created by Rob Richards.

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MS Excel 2003 Introduction

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All content: © 2008 ROBRICHARDS.NET. All rights reserved. Version: 12/8/2008 9:10 PM

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Introduction MS Excel 2003

STUDENT DATA FILES ACCOMPANYING THIS MANUALINTRO ONE.XLSINTRO TWO.XLSINTRO COMPLETE.XLSPMT.XLSPMT COMPLETE.XLS

All files can be downloaded from R:\Richards\Student Data Files

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Introduction MS Excel 2003

Lesson 1: Working with ExcelIn this lesson you will learn about:

Basic Concepts Data Types Entering Data Maneuvering within a Workbook

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MS Excel 2003 Introduction

Excel ConceptsMicrosoft Excel is program that may help you analyze and organize data. Depending on the type of data you use in Excel, you must decide how best to enter it. The most common use for Excel is creating Spreadsheets. Spreadsheets can organize data such as monthly expenses or sales data and perform various calculations, perhaps totaling your expenses or indicating the highest producing sales person. The calculations are dynamic, so if you modify any value the totals will recalculate. There are many ways to show the results of you data such as with pie charts and bar charts1 which represent your data to others in a robust graphical way.

Figure 1: An Excel Spreadsheet

You can also use Excel for databases, known as lists2. Although the foremost database management tool is Microsoft Access, users who have not mastered Access can use Excel for some basic but very useful database functionality.

Figure 2: An Excel List

The Excel ScreenBecause Excel is very similar to other Microsoft products, it does not take long to become accustomed to the Excel screen, but there are some items

1 Discussed in the Excel Intermediate course.2 Discussed in the Excel Advanced course.

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Introduction MS Excel 2003

unique to Excel and you will have to take some time to get used to them.

The Excel toolbars The Standard and Formatting toolbars have some new buttons on themFormula Bar An area to input formulas into cellsRows & Columns Rows are horizontal. Columns are verticalRow & Column Headings

Each row and column is designated with a letter or number

Cells Each cell has a cell address, also called cell reference

Sheet Tabs More spreadsheets can be saved in the same filenameStatus Bar There are some helpful features on the Status BarWorkbook The file is saved as a workbook with multiple sheets

Data TypesThere are three kinds of data that can be typed into cells; text, numbers, and formulas. By default, Excel applies a general formatting on cells, which you may change if desired. Under general formatting you may notice that data types are treated differently from each other. For example, alpha

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MS Excel 2003 Introduction

characters are automatically aligned to the left and numeric values are automatically aligned to the right.

Labels Text items are known as labelsNumbers Numeric values can be calculatedFormulas Formulas can perform calculations

Entering DataIt does not matter which cells you use to enter your data. If you plan on printing your spreadsheet you may be more concerned with the placement of items and will become accustomed to the best placement as you work with Excel. Otherwise, simply select any cell and type your data (Fig. 3).

Enter Confirms your entry and moves to the next cell downwardTab Confirms your entry and moves to the next cell to the rightEsc Cancels the entryFormula Bar Confirms entry - Cancels entry -

Procedure1. Open the file Intro One.xls from your STUDENT FILES directory . 2. Select cell B4 with your mouse.3. Type the words 1st Qtr Sales and press Enter.4. Type the words East, Southwest, and North pressing Enter each time.

Figure 3: Entering Data

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Introduction MS Excel 2003

Selecting CellsFor purposes such as formatting cells or deleting the contents of cells, selecting a cell or a range of cells is necessary. Select cells by clicking and dragging across multiple cells with the mouse (Fig. 4).

Figure 4: A Selected Range (B4:B7)

Editing DataEditing cell contents is as follow.

Click & Type Overwrites entire cellDouble click Enters edit modeDelete Deletes cell contents

Procedure1. Select cells B4:B7.2. Press Delete on the keyboard.3. Select Undo .

Procedure1. Select cell C4.2. Type the word Jan and press Enter.3. Type the numbers 142, 213, and 198 pressing Enter each time.4. Complete the spreadsheet with the following information:

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Navigating within a WorkbookAs you become familiar with entering data, it will be helpful to know methods to navigating in your spreadsheet.

Ctrl - Home Moves to top of sheetCtrl - End Moves to bottom of dataArrow Buttons Moves one cell at a timeScroll Bars Scrolls up/down and left/right in a sheetSheet Tabs Moves to other sheetsSheet Tab Scroll

Views hidden sheet tabs

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Introduction MS Excel 2003

Lesson 2: Formulas and FunctionsIn this lesson you will learn how to:

Use Formulas Use Functions

This copy of this manual is for sample purposes only.

The rest of this guide has been truncated from this point.

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