A supplemental PowerPoint to the Excel Basics Training. A YouTube playlist of the accompanying videos can be found here: https://www.youtube.com/playlist?list=PLKHQ_KpQoKYbM6MgOvURFfEYaHOoh28D6

1. EXCEL BASICS
FLORIDA WELLNESS MEDICAL GROUP

2. EXCEL
BASICS Navigation Formatting
Working
with Data
Creating
Charts

3. SCREEN PARTS
• Your screen may appear
different than mine.
• Most functionality will be
the same.

4. NAVIGATIO
N
Keyboard Shortcuts
Moving Around
Selection
Views

5. KEYBOARD SHORTCUTS
WHERE ARE THOSE HOTKEYS?

6. KEYBOARD SHORTCUTS
• The alt key
• Shows shortcut keys for
navigation
• Use with left and right arrows
to navigate the ribbon tabs.

7. COMMON HOTKEYS
ACTION
• Open a workbook
• Create a New file
• Save the current file
• Preview and Print
• Close a Workbook
HOTKEY COMBINATION
• Ctrl + O
• Ctrl + N
• Ctrl + S
• Ctrl + P
• Ctrl + W

8. COMMONLY USED FUNCTION KEYS
ACTION
• Help
• Edit an active cell
• Toggle absolute references
• Spell check
• Calculate worksheet
• Save as
FUNCTION KEY
• F1
• F2
• F4
• F7
• F9
• F12

9. MOVING AROUND
MOVING WITHOUT THE AID OF THE MOUSE

10. MOVING AROUND
MOVEMENT
• Right one cell
• Right end of data or
worksheet
• Left one cell
• Left end of data or worksheet
KEYS
• Tab or 
• Ctrl + 
• Shift + Tab or 
• Ctrl + 

11. MOVING AROUND
MOVEMENT
• Down one cell
• Down to bottom of data or
worksheet
• Up one cell
• Up to top of data or worksheet
• Cell A1
KEYS
• Enter or 
• Ctrl + 
• Shift + Enter or 
• Ctrl + 
• Ctrl + Home

12. SELECTION
GREAT FOR LARGE AMOUNTS OF DATA!

13. SELECTING AN ENTIRE
WORKSHEET
• Use the Select All button
• Alternatively, choose an empty cell and use
Ctrl + A
• Useful for copying a worksheet or template
into another workbook

14. SELECTING A DATA SET
If your data is contained in one
rectangular area, simply choose any
cell within the range and use Ctrl + A
to select all of the data.

15. SELECTING PART OF A DATA SET
Use Shift + Arrow Keys
Or
Ctrl + Shift + Arrow Key(s)

16. OOPS! GO BACK
You have selected cells but decide you
wish to go back to the active cell that
you began with.
Use Shift + Backspace

17. SELECTING AN ENTIRE ROW OR COLUMN

18. SELECTING NON-ADJACENT CELLS
THIS TECHNIQUE ALSO WORKS FOR SELECTING NON-ADJACENT ROWS AND
COLUMNS AS WELL.

19. VIEWS
CUSTOMIZE YOUR VIEW

20. ZOOMING
USE THE OPTIONS UNDER
THE ‘VIEW’ TAB ON THE
RIBBON OR THE SLIDER AT
THE BOTTOM OF THE
SCREEN

21. FREEZING PANES
EXTREMELY USEFUL FOR KEEPING DATA OR LABELS IN VIEW WHILE
YOU SCROLL

22. MULTIPLE
WINDOWS
TO VIEW MULTIPLE SHEETS OF
THE SAME WORKBOOK SELECT
‘NEW WINDOW’ AND THEN
SELECT ‘ARRANGE ALL’
TO VIEW MULTIPLE OPEN
WORKBOOKS, SELECT ‘ARRANGE
ALL’

23. SYNCHRONOUS SCROLLING

24. FORMATTI
NG
Text and Data
Cells, Columns, and Rows
Conditional Formatting
Page and Print Options

25. FORMATTING TEXT AND DATA
THE CORRECT FORMAT CAN MAKE A BIG DIFFERENCE.

26. FORMATTING TEXT AND DATA
• Right-click to access the
format dialog box
• Alternatively, click on one of
the small arrows in the ‘Home’
tab.

27. CELLS, COLUMNS, AND ROWS
MAKE YOUR DATA MORE VISIBLE

28. FORMATTING COLUMNS AND ROWS
Auto Fit shortcut Using the Format Menu

29. BUILT IN
CELL
STYLES

30. THE FORMAT
PAINTER

31. CONDITIONAL FORMATTING
EXPOSE THE DETAILS IN A VISUAL WAY

32. CONDITION
AL
FORMATTIN
G

33. PAGE AND PRINT LAYOUT
CUSTOMIZE THE LOOK OF YOUR PAGE AND PRINTED DOCUMENT

34. PAGE LAYOUT

35. SET PRINT
AREA

36. INSERTING
A PAGE
BREAK

37. PRINT
TITLES

38. INSERTING HEADERS AND
FOOTERS

39. WORKING
WITH DATA
AutoFill and FlashFill
Formulas and Functions
Copying, Cutting, and Pasting
Inserting a Table
Sorting and Filtering

40. AUTOFILL AND FLASHFILL
MAKE FILLING IN DATA A BREEZE

41. AUTOFILL
• The Auto Fill feature to fill cells with data that follows a
pattern or that is based on data in other cells.
• To fill in a series of numbers, dates, or formulas:
1. Select the cell or cells that contain the starting values
2. Drag the fill handle across the range that you want to
fill.
3. Alternatively, if you are filling a range in a table,
double-click the drag handle.

42. FLASHFILL

43. FORMULAS AND FUNCTIONS
PERFORMING CALCULATIONS

44. WHAT’S THE
DIFFERENCE?
• A formula is user
defined.
• A function is pre-
defined.

45. COMMON SYMBOLS USED FOR
MATHEMATICAL FORMULAS:

46. ENTERING FORMULAS
SIMPLE FORMULA
FORMULA WITH AN ABSOLUTE
REFERENCE

47. ABSOLUTE VS RELATIVE CELL REFERENCES

48. INSERTING
FUNCTIONS
There are many ways to insert a
function on the Formulas tab.
If you know the function that you
wish to use, type ‘=‘ and then start
typing the name of the desired
function. A list of suggested
functions will appear. Use the arrow
keys to highlight the function name
and select the function using the tab
key.

49. FUNCTION EXAMPLES

50. COPYING, CUTTING, AND PASTING
DATA ON THE MOVE

51. CUTTING
AND
PASTING
USING ICONS

52. DRAG AND
DROP
To copy, drag, and drop use CTRL +
Drag

53. INSERTING A TABLE
TABLES ARE USEFUL OBJECTS

54. INSERTING A
TABLE
• Select the data
• Go to the insert tab on
the ribbon and select
‘Table’
• Select ‘OK’ if you have
table headers. If not,
deselect the checkbox
before selecting ‘OK’

55. CONVERTING A TABLE BACK

56. SORTING AND FILTERING
ARRANGING YOUR DATA SO IT MAKES SENSE

57. SORT AND FILTER
USING TABLE
HEADERS

58. MULTIPLE SORT LEVELS

59. ADDING A
SLICER
1. Click on the table and a
‘Design’ tab will appear.
2. Click on the tab and then
‘Insert Slicer’
3. Choose the option and click
‘OK’
4. You can now filter your table
to show only selected
information.

60. CREATING
CHARTS
Inserting a Chart
Design and Elements

61. INSERTING A CHART
VISUALIZATIONS ARE GREAT

62. INSERTING A CHART
• Select the data
• Go to the ‘Insert’ tab on the ribbon.
• Choose a chart icon or select
‘Recommended Charts’
• Select the desired chart from the
menu

63. DESIGN AND ELEMENTS
CUSTOMIZE THE LOOK

64. DESIGN MENUS

65. CHART STYLES

66. COLOR SCHEMES

67. CHART ELEMENTS