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Excel Lesson 1: Excel Basics


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This lesson provides information on the basics of Excel, Microsoft’s powerful spreadsheet development tool. The topics covered include a basic review of the program’s toolbars and options, and an introduction to data entry and data formatting. The lesson teaches concepts through a combination of image-based slides and video tutorials. The objective of the lesson is for the user to be comfortable with operations such as opening and creating Excel documents, saving Excel documents, navigating the options and toolbar, entering data into the worksheet, and formatting data color and size.

The Novus project is a combination of video tutorials designed to be used in conjunction with a free business simulation software program. The Novus Business and IT Program contains 36 business and IT training videos, covering basic finance, accounting, marketing, economics, business strategy, Word, Excel, and PowerPoint. Users will have an opportunity to apply the lessons in the Novus Business Simulator. Over six rounds, the user or teams will have to make decisions on capital purchases, financing, production, financing, and human resources for a microbrewery. This channel has arranged the 36 video lessons into the order in which they are meant to be used with the simulator. To watch this slideshow as a video, please go to our Vimeo page at: To download our free business simulation software, please go to our SourceForge page at:

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Excel Lesson 1: Excel Basics

  1. 1. Microsoft Excel 1: Excel Basics Objective: To provide an overview of Excel’s various toolbars and options, and give an introduction to data entry and data formatting.Novus Business and IT Training Program
  2. 2. Capabilities• Commercial spreadsheet program with three major capabilities. – Calculations – Charting – Database ManagementNovus Business and IT Training Program 1
  3. 3. Capabilities: Calculations• Can handle simple and complex calculations.• User must understand how calculation works.• Large amounts of calculations made easier with formulas.Novus Business and IT Training Program 2
  4. 4. Capabilities: Charting• Graphical display of data• Many different types of charts and graphs available.• Excel charting is used in other Office programs.Novus Business and IT Training Program 3
  5. 5. Capabilities: Database Management• Easily create database of information – customer, participant, etc.• Use Excel tools to organize and analyze data.Novus Business and IT Training Program 4
  6. 6. Basic Layout Top Middle Bottom – Start menu (All Programs > Microsoft Office > Microsoft Excel) To Open Excel: – Excel program shortcut – Saved Excel fileNovus Business and IT Training Program 5
  7. 7. Office Button & Quick Access Toolbar• The Office Button• The Quick Access Toolbar• Office Button Menu – Opens when you click on the Office Button. – Main program options.Novus Business and IT Training Program 6
  8. 8. Office Button: Save Window• Saving your document is very important.Popular DirectoriesCurrent DirectoryFile NameSave Button Novus Business and IT Training Program 7
  9. 9. Ribbon Bar Ribbon Bar Tabs• The Ribbon bar is made up of eight tabs: – Home, Insert, Page Layout, Formulas, Data, Review, View and Developer• Contains the main document options.Novus Business and IT Training Program 8
  10. 10. Ribbon Bar: Home & View Tabs The Home tab provides many options for editing text, formatting text, and formatting your spreadsheet or data. The View tab provides options for changing how your document is displayed.Novus Business and IT Training Program 9
  11. 11. Name Box & Formula BarName Box Formula Bar• The name box shows the name of the currently selected cell.• The formula bar is used to input data and formulas. Novus Business and IT Training Program 10
  12. 12. Work AreaColumns• Identified by letters. Identifying HeadersRows• Identified by numbers.Cell • Middle section is made up of columns and rows. • Columns and rows identified by headers. • Cells are the rectangles where column and row meet. Novus Business and IT Training Program 11
  13. 13. Cells and Ranges• The cell is identified by column letter and row number  A1, E15, H7, etc.• Cell ranges are groups of cells.• Cell ranges are identified by first cell and last cell.  A1:B2 includes A1, A2, B1, B2.Novus Business and IT Training Program 12
  14. 14. Worksheet Tabs• The sheet tabs hold your spreadsheets multiple worksheets.• Add and delete worksheets from this section. View Options and Zoom• Switch between Normal, Page Layout, and Page Break view options.• Use the Zoom Slider to change the zoom on your worksheet. Novus Business and IT Training Program 13
  15. 15. Video 1Novus Business and IT Training Program 14
  16. 16. Video 2Novus Business and IT Training Program 15
  17. 17. Microsoft Excel 1: Wrap-Up• Become an expert at the basics: – Program layout – Basic options – Data entry – Data formattingNovus Business and IT Training Program 16