Basics of Excel to get you started.

1. Excel Basics
@lotus_yon

2. I hear and I forget. I see
and I remember. I do
and I understand.
Objectives:
Learners should feel comfortable creating
a basic spreadsheet in Excel with data and
simple formatting.
Learners should be able to start practicing
some helpful keyboard and mouse
shortcuts.
Learners should receive additional tips for
advanced learning.

3. Topics for becoming
Excel-a-holics
Agenda:
Home Tab
 Wrap Text & Merge Center
 Styles & Design
 Format Cells
 Sort & Filter
Insert Tab
Tips & Tricks

4. There’s no place like
Home.
 The Home tab in Excel has almost
everything you need to do basic
spreadsheet tasks.
 You’ll find similar options to Word &
Power Point such as the Clipboard, Font
and Alignment sections.
 You’ll also find some other useful
sections specific to Excel.

5. Wrap Text & Merge
Center
The Wrap Text button on the toolbar allows
you to fit the text you type in a cell within
the defined width.
The Merge & Center button allows you to
merge text in one cell to multiple cells and
unmerge it. E.g., If you have many columns
of text but want to enter a title or subtitle
that spans the width of all the columns.

6. Styles and Design
To do add a style, highlight the cells you
would like to add the style to and then, click
Format as Table and choose a style.
Follow the instructions on the pop-up
windows to apply the style.
To add a style to only specific cells within a
spreadsheet that already have an applied
style, click the Cell Styles button and
choose a style to apply.

7. Format Cells
 Use the Insert and Delete buttons to
add or remove cells, rows, columns and
sheets.
 For more formatting options, click
Format and choose an option. A neat
feature under the Format dropdown
menu is the AutoFit. You can highlight a
group of cells or the whole spreadsheet
and choose AutoFit Row Height and/or
AutoFit Column Width to automatically
shrink or expand the height/width of
your cells to fit the text within them.

8. Sort & Filter
 To sort an entire spreadsheet, highlight
the spreadsheet and click on Sort &
Filter.
 To sort just a group of cells or rows.
Highlight them and click on Sort &
Filter.
 Choose if you want to sort A-Z, Z-A or
custom. A custom sort allows you to
conduct multiple sorts at once (e.g.,
sorting first by Department then by Last
Name).
 To add the filter option, highlight the
header row, click Sort & Filter and
choose Filter. You should see dropdowns
for each header.

9. Data not enough?
Insert some stuff!
 The Insert tab in Excel is another great
place to look if you want to do more
things.
 Insert pictures, shapes, screenshots,
hyperlinks, wordart, equations, symbols
and much more!
 Use the Charts section to convert your
data into charts and graphs. Highlight
the data you want to incorporate. Then,
choose one of the chart/graph options.

10. A tip, a trick and some
ways to make you quick.
 Keyboard shortcuts that work across all
Microsoft Programs and more (e.g. internet
browsers):
 Ctrl+C = Copy
 Ctrl+P = Paste
 Ctrl+Z = Undo
 Ctrl+O = Open a new document
 Ctrl+P = Print
 Alt+Enter = allows you to enter a new line of
text within a cell
 Alt+Tab = to toggle between windows
 Alt+= allows you to automatically sum the
numbers you have in a column
 Use Format Painter (Home tab) to copy
formatting from one cell to others. Start by
highlighting the cell with the formatting you
want to copy. Then do one of the following:
 Click the Format Painter button once to
copy it and click the cell you want to format.
 Double-click the Format Painter button to
keep the formatting on and click on multiple
cells to duplicate the formatting onto several
cells.

11. A tip, a trick and some
ways to make you quick.
 Quickly copy data or formulas to multiple
cells.
 Select the cell you want to copy.
 Hover your mouse over the bottom right
corner of the cell (there is a very small
square) until you see a plus sign. Hold and
drag your mouse to the cells you want to
copy to. Let go. It should have copied.
Held
and
dragged
down

12. Thank you!
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