Efm Excel Workshop
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Efm Excel Workshop

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  • Good afternoon and welcome to EFM’s Excel workshop!

Efm Excel Workshop Efm Excel Workshop Presentation Transcript

  •  
  • Workshop Format
    • 1: Explain Features
    • Excel features explained in slides
    • Step-by-step
    • Traditional learning
    • 2: Synchronized Task
    • Practical application
    • Important features from explanation
    • Learning by doing
    • 3: Reference
    • Handouts online
    • Print at home for future reference
  • Workshop Overview
    • The Beginning
      • Explanation of basic features
      • Synchronized Task #1
    • The Middle
      • Explanation of advanced features
      • Synchronized Task #2
    • The Last Part
      • Explanation of statistical features
      • Synchronized Task #3
    • Discussion
  • Disclaimer
    • This is NOT a statistics workshop!
    • Only technical info about Excel 2003
  • However… Let's have fun!
  • The Beginning
          • Explanation of basic features
          • Synchronized task #1
  • Beginning Terminology
    • Excel file = Workbook
    Parts of an Excel file = Worksheet
  • Beginning Terminology Worksheet Tabs: Right-click for options
  • Beginning Terminology
    • Cell
  • Beginning Terminology
    • Cell
    • Row
  • Beginning Terminology
    • Cell
    • Row
    • Column
  • Beginning Terminology
    • Cell
    • Row
    • Column
    • Cell headings
  • Beginning Terminology
    • Cell
    • Row
    • Column
    • Cell headings
    • Cell reference
    • Click row or column heading
    To Select Entire Rows/Columns
    • Click row or column heading
    • Column A
    To Select Entire Rows/Columns
    • Click row or column heading
    • Column A
    • Row 1
    To Select Entire Rows/Columns
    • Dates and times automatically recognized
    Entering Dates/Times
    • Times by using a colon ( : )
    Entering Dates/Times 16:30
    • Dates by using either
    • dashes ( - ) or
    • Slashes ( / )
    Entering Dates/Times 8-3-07 8/3/07
    • Remember: Negative numbers in parentheses ()
    • E.g. -34 is in Excel (34)
    Entering Data (34)
  • Bored yet?
  • Changing Cell Format
    • Font
    • Text size
    • Text alignment (Left, center, or right)
    • Text decoration (Bold, italic, underline)
    • Cell border(s)
    • Cell color
    • Text color
  • Changing Cell Format
    • First, select cells
  • Changing Cell Format
    • Then, change format property
    • Font
  • Changing Cell Format
    • Then, change format property
    • Text size
  • Changing Cell Format
    • Then, change format property
    • Text decoration
  • Changing Cell Format
    • Then, change format property
    • Text alignment
  • Changing Cell Format
    • Then, change format property
    • Cell border(s)
  • Changing Cell Format
    • Then, change format property
    • Cell color
  • Changing Cell Format
    • Then, change format property
    • Text color
  • Changing Cell Format
    • Or, right-click
    • Select “Format Cells”
  • Changing Cell Format
    • Font
    • Text size
    • Text alignment
    • Text decoration
    • Text color
    “ Font” Tab
    • Cell border
    Changing Cell Format “ Border” Tab
    • Cell color
    Changing Cell Format “ Patterns” Tab
  • Using Functions
    • Formula bar
  • Using Functions
    • All functions, same syntax:
    =sum(345,432,C4,D5) Equals sign: Tells Excel that this is a function
  • Using Functions
    • All functions, same syntax:
    =sum(345,432,C4,D5) Function: Tells Excel which function
  • Using Functions
    • All functions, same syntax:
    =sum(345,432,C4,D5) Arguments: Tells Excel how to apply the function
  • Using Functions
    • All functions, same syntax:
    =sum(345,432,C4,D5) Arguments: Each separated by comma
  • Using Functions
    • All functions, same syntax:
    =sum(345,432,C4,D5)
    • Numbers:
    • Applies function to numbers
    • Must change function
  • Using Functions
    • All functions, same syntax:
    =sum(345,432,C4,D5)
    • Cell references:
    • Applies to cell values
    • Need not change function
  • Using Functions
    • All functions, same syntax:
    =sum(345,432,C4,D5) Translation: A cell with this function will display the result of: 345 + 432 + contents in C4 + contents in D5
  • Everything clear so far?
  • Using Functions
    • Four ways:
    • Type directly
    • Use Auto-Sum button
    • Select from drop-down box
    • Call “Insert Functions” menu
  • 1: Type Functions Directly
    • Direct input into formula bar or cell
    =sum(34,45)
  • 1: Type Functions Directly
    • Cell references as arguments
    • Can be typed
    • Can be clicked
    =sum(B3,C3,D3)
  • 2: Use Auto-Sum Button
    • Clicking the Auto-Sum button:
    • Is quick
    • Inputs SUM() function immediately
    =sum()
  • 2: Use Auto-Sum Button
    • For more functions:
    • Click the downward arrow
    • Choose function to input
  • 3: Select From Drop-Down Box
    • For even more functions:
    • Enter an equals sign
    • Click drop-down arrow
    • Select function
    =
  • 4: Call “Insert Function” Menu
    • Click “Insert”
    • Select “ F unction…”
  • Insert Function Menu
    • Function Window:
    • Displays all functions
    • Select from here
  • Insert Function Menu
    • Description:
    • Describes selected function
    • Displays correct arguments
  • Insert Function Menu
    • Search Window:
    • Filters functions in function window
    • Input keywords to search
    • Click “ G o”
  • Insert Function Menu
    • Category Menu:
    • Filters functions in function window
    • Click drop-down arrow
    • Select a category
  • Insert Function Menu
    • Help link:
    • Displays Help topics relevant to selected function
  • Auto-Filling Functions
    • Same function on different values
    • Columns or rows
    • Great for grand totals
  • Auto-Filling Functions
    • Activated with fill handle
      • Lower-right of selected cell
      • Cursor becomes a black cross
    +
  • Auto-Filling Functions
    • Enter function
      • Cell references as arguments
  • Auto-Filling Functions
    • Enter function
      • Cell references as arguments
    • Drag fill handle over desired cells
  • Exporting Tables to Word
    • Putting your Excel table into your paper
  • Exporting Tables to Word
    • Select cells to export
  • Exporting Tables to Word
    • Select cells to export
    • Call “ E dit” menu
    • Select “ C opy”
  • Exporting Tables to Word
    • Open Word
    • Call “ E dit” menu
    • Select “ P aste”
  • Exporting Tables to Word
    • There it is!
  • Questions?
  • Synchronized Task #1
    • Create an Excel workbook
    • Enter functions
    • Auto-fill functions
    • Edit worksheet tabs
  • The Middle
          • Explanation of advanced features
          • Synchronized task #2
  • Creating A Chart
    • Visual representation of data
    • Make a chart in 10 seconds
  • Creating A Chart
    • Select data to be charted
  • Creating A Chart
    • Select data to be charted
    • Click Chart Wizard button
  • Creating A Chart
    • Select chart type
  • Creating A Chart
    • Select chart type
    • Click “ F inish”
  • Creating A Chart
    • Chart in 10 seconds!
    • Simple
    • No-frills
  • More on Charts
    • More options available
    • More chart types
    • Fully customizable
  • More on Charts
    • Example: non-adjacent rows:
  • More on Charts
    • Example: non-adjacent rows:
    • Start with the Chart Wizard
  • More on Charts
    • Select chart type
  • More on Charts
    • Select chart type
    • Click “ N ext >”
    • Delete anything here
    More on Charts
    • Click “Series” tab
    More on Charts
    • Click “Series” tab
    • Click “ A dd” button
    More on Charts
    • Click “Series” tab
    • Click “ A dd” button
    • Input series name
    More on Charts USA
    • Click “Series” tab
    • Click “ A dd” button
    • Input series name
    • Click here for data
    More on Charts
  • More on Charts
    • Select data for first series
  • More on Charts
    • Select data for first series
    • Click to return to dialogue
    • Repeat for Series 2
    • Click “ A dd” button
    • Input series name
    • Click here for data
    More on Charts
    • Repeat for Series 2
    • Click “ A dd” button
    • Input series name
    • Click here for data
    More on Charts
    • Repeat for Series 2
    • Click “ A dd” button
    • Input series name
    • Click here for data
    More on Charts Argentina
    • Repeat for Series 2
    • Click “ A dd” button
    • Input series name
    • Click here for data
    More on Charts
  • More on Charts
    • Select data for second series
  • More on Charts
    • Select data for second series
    • Click to return to dialogue
    • Notice chart preview
    More on Charts
    • Notice chart preview
      • X-axis has no labels
    More on Charts
    • Notice chart preview
      • X-axis has no labels
      • Should be years
    More on Charts
    • Notice chart preview
      • X-axis has no labels
      • Should be years
    • For category labels,
      • Click button
    More on Charts
  • More on Charts
    • Select data for category labels
  • More on Charts
    • Select data for category labels
    • Click to return to dialogue
    • Notice chart preview
      • X-axis has no labels
      • Should be years
    • For category labels,
      • Click button
    • Notice chart preview
      • Years in place
    More on Charts
    • Notice chart preview
      • X-axis has no labels
      • Should be years
    • For category labels,
      • Click button
    • Notice chart preview
      • Years in place
    • Click “ N ext >”
    More on Charts
  • More on Charts
    • Change chart options:
    • Chart and axis titles
    • Change chart options:
    • Axis labels
    More on Charts
    • Change chart options:
    • Gridline display
    More on Charts
    • Change chart options:
    • Legend display and location
    More on Charts
    • Change chart options:
    • Data label display
    More on Charts
    • Change chart options:
    • Data table display
    More on Charts
    • When finished with options:
    • Click “ N ext >”
    More on Charts
    • Chart location:
    • Click for new worksheet
    More on Charts
    • Chart location:
    • Click for existing worksheet
    More on Charts
    • Chart location:
    • Click “ F inish”
    More on Charts
  • Exporting Charts to Word
    • Copy and paste
    • Just like exporting tables
  • Questions?
  • Freezing Panes
    • For large worksheets
    • Scrolling makes titles disappear
  • Freezing Panes
    • For large worksheets
    • Scrolling makes titles disappear
  • Freezing Panes
    • For large worksheets
    • Scrolling makes titles disappear
  • Freezing Panes
    • Keep titles on page while scrolling data
  • Freezing Panes
    • To freeze rows:
    • Select row below last to be frozen
  • Freezing Panes
    • To freeze rows:
    • Select row below last to be frozen
    • Call “ W indow” menu
    • Select “ F reeze Panes”
  • Freezing Panes
    • To freeze columns:
    • Select column right of last to be frozen
  • Freezing Panes
    • To freeze columns:
    • Select column right of last to be frozen
    • Call “ W indow” menu
    • Select “ F reeze Panes”
  • Freezing Panes
    • To freeze rows and columns:
    • Select cell below and to the right
  • Freezing Panes
    • To freeze rows and columns:
    • Select cell below and to the right
    • Call “ W indow” menu
    • Select “ F reeze Panes”
  • Freezing Panes
    • Titles stay while scrolling!
  • Freezing Panes
    • Titles stay while scrolling!
  • Freezing Panes
    • Titles stay while scrolling!
  • Questions?
  • Synchronized Task #2
    • Download sample workbook
    • Create a chart
    • Use Chart Options
    • Freeze Panes
  • The Last Part
          • Explanation of statistical features
          • Synchronized task #3
  • Data Analysis Menu
    • Menu contains all statistics tools
  • Data Analysis Menu
    • Menu contains all statistics tools
    • Call Menu:
    • Click “ T ools”
  • Data Analysis Menu
    • Menu contains all statistics tools
    • Call Menu:
    • Click “ T ools”
    • Select “ D ata Analysis…”
  • Data Analysis Menu
    • Menu contains all statistics tools
  • Descriptive Statistics
  • Descriptive Statistics
    • Input Range:
    • Tells Excel which data to analyze
  • Descriptive Statistics
    • Grouped by:
    • Columns or rows?
  • Descriptive Statistics
    • If labels in first row/column:
    • This box must be checked
  • Descriptive Statistics
    • Output Options:
    • Output in existing worksheet, new worksheet, or new workbook?
  • Descriptive Statistics
    • Further information:
    • Check boxes to include additional info
  • T-Tests
  • T-Tests
    • Input:
    • Ranges for each variable in dataset
  • T-Tests
    • Hypothesized Mean Difference:
    • If null hypothesis is µ1-µ2=0, then input 0
  • T-Tests
    • Labels:
    • Check if first row/column has labels
  • T-Tests
    • Alpha:
    • Enter test confidence level
    • Must be value from 0 to 1
  • T-Tests
    • Output Options:
    • Output in existing worksheet, new worksheet, or new workbook?
  • Z-Tests
  • Z-Tests
    • Input:
    • Range in workbook for variables
  • Z-Tests
    • Hypothesized Mean Difference:
    • If null hypothesis is µ1-µ2=0, then input 0
  • Z-Tests
    • Variable Variances:
    • Known population variance per variable
  • Z-Tests
    • Labels:
    • Check if first row/column has labels
  • Z-Tests
    • Alpha:
    • Enter test confidence level
    • Must be value from 0 to 1
  • Z-Tests
    • Output Options:
    • Output in existing worksheet, new worksheet, or new workbook?
  • ANOVA
  • ANOVA
    • Input:
    • Range in workbook for variables
  • ANOVA
    • Grouped by:
    • Columns or rows?
  • ANOVA
    • Labels:
    • Check if first row/column has labels
  • ANOVA
    • Alpha:
    • Enter test confidence level
    • Must be value from 0 to 1
  • ANOVA
    • Output Options:
    • Output in existing worksheet, new worksheet, or new workbook?
  • Regression
  • Regression
    • Input:
    • Range in workbook for variables
  • Regression
    • Labels:
    • Check if first row/column has labels
  • Regression
    • Confidence Level:
    • Check box to include additional level in output
  • Regression
    • Constant is Zero:
    • Check box to force regression line to pass through zero
  • Regression
    • Output Options:
    • Output in existing worksheet, new worksheet, or new workbook?
  • Regression
    • Plot Options:
    • Check boxes to include additional plots in output
  • Questions, SUCKA?
  • Synchronized Task #3
    • Use sample workbook
    • Perform statistical tests
    • YOU get to choose which tests!
  • Discussion
    • Any more questions?
    • Any complaints or comments?
  • Thanks, and have a great day, FOOL!