This document provides instructions for creating a basic financial worksheet in Microsoft Excel 2007. It includes steps for entering sample data on sales numbers for four months, using formulas to calculate totals, applying basic formatting and styles, inserting a clustered column chart to visualize the data, and printing and saving the worksheet. The instructions introduce foundational Excel concepts such as workbooks, worksheets, cells, formulas, charts, formatting, and printing.

1. Productivity Programs
Microsoft Excel 2007
Tech Lit

2. Productivity Programs
Productivity
Program
Project/Task Software
Application
Word
processors
Text Documents (i.e.
papers, letters)
Microsoft Word
2007
Spreadsheet
programs
Working with
numbers/calculation
s
Microsoft Excel
2007
Presentation
programs
Presentations with
graphics and text
Microsoft
PowerPoint 2007
Database
programs
Organize data (i.e.
contact information)
Microsoft Access
2007

3. Microsoft Excel
 Store, organize, use and modify data
 Perform calculations
 Create charts and graphs

4. Microsoft Excel 2007
Click the Start Button, Click All Programs
Opening from
Computer
Desktop

5. Microsoft Excel 2007
Click Microsoft Office Folder to open, click Microsoft
Office Excel 2007 to open
Opening from
Computer
Desktop

6. Microsoft Excel 2007
A blank Excel spreadsheet will open
Opening from
Computer
Desktop

7. Double Click Internet Explorer Shortcut on the
desktop
Microsoft Excel 2007
Opening from
Citrix

8. Enter User Name and Password, Click Log On
Microsoft Excel 2007

9. Double Click Office 2007 Folder to open
Microsoft Excel 2007

10. Double Click Excel 2007 to open
Microsoft Excel 2007

11. Auburn Acceptable Use Notice, Click OK
Microsoft Excel 2007

12. Microsoft Excel 2007
A blank Excel spreadsheet will open
Opening from
Computer
Desktop

13. Microsoft Excel 2007
The Excel Window
Opening from
Computer
Desktop
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14.  Workbook : a file created in Excel 2007. A workbook can contain one or more worksheets and
related items. An Excel 2007 workbook contains three worksheets.
 Worksheets : a single spreadsheet in a workbook. You can add or delete worksheets in a
workbook as required.
 Rows: the horizontal divisions in a worksheet are called rows. Each row is identified by a
number. For example, the first row in a worksheet is 1.
 Columns: the vertical divisions in a worksheet. Each column is identified by a letter. For
example, the first column in a worksheet is A.
 Cell: formed by the intersection of a row and a column. The highlighted rectangular border
formed around an active cell is called a cell pointer. An active cell is the cell in which you are
working currently. There can be only one active cell at a time. You can use a cell to store and
display different types of data such as text, numbers, or formulas.
 Cell Address: made of the column letter and row number of the cell. For example, the cell
formed by the first column and first row has the cell address A1. The cell address indicates the
exact location of a cell in a worksheet.
 Status bar: this bar provides information about the present status of work in the worksheet. For
example, if you are not working on the worksheet, the status bar displays the message
“Ready.” When you click in a blank cell to enter data, the status bar displays the message
“Enter.”
Microsoft Excel 2007 Vocabulary
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15. Excel blank workbook
Name Box Formula Bar
Active
Cell (A1)
Workbook level buttons
Vertical scroll bar
Horizontal scroll bar
Sheet tab scrolling
buttons
Sheet tabs & insert
worksheet button

16. Enter Company Name in cell A1
Click Enter to confirm data you entered

17. Enter First Quarterly Sales in cell A2
Click Enter

18. Click Enter again to make A4 active
Type an item name in A4 and click Enter

19. Type another item name in A5
Notice AutoComplete feature

20. Type in additional inventory items in cells A6
and A7
Type “Total” in cell A8; click Enter

21. Type “January” in cell B3
Notice the Cancel and Enter buttons that become active on the
Formula Bar
Click the Enter button to confirm data and keep cell B3 active

22. Hover over the small black square in the lower right corner of cell B3
Black crosshairs will appear – the fill handle

23. Click on the fill handle and drag to cell D3
Click the drop down arrow on the Auto Fill Options button to see
options, Fill Series should be marked

24. Click CTRL + HOME to make cell A1 active

25. Notice that the text in cell A1 is longer than column A
Point to the vertical line between columns A and B

26. Drag the pointer to change column A to 130 pixels

27. Click Undo to undo changing the width of column A

28. Click cell B3 and drag to highlight/select cells B3:D3
Click the Center button to center the months text

29. Click cell B4 and enter 47991.12
Press TAB to confirm data and move active cell to the right

30. Continue entering the rest of the sales numbers as shown above
Use ENTER, TAB or ARROW keys to move cells

31. Click in cell B8 and type =b4+b5+b6+b7

32. Click Enter
Notice the Total

33. Click the Formulas Tab, click AutoSum, click Sum

34. Notice the SUM Formula and the range
Click ENTER

35. Notice the Total

36. Click in cell D8, type =SUM(
Select cells D4, D5, D6 and D7
Type ) to close the formula; Click ENTER

37. Notice the TOTAL

38. Click in Cell E3, type TOTAL, click Enter

39. Click ALT = to enter the SUM function in cell E4
Click ENTER

40. Notice the Total

41. Click cell E4, hover over the fill handle, click and drag through cell E8
to fill the rest of the formulas

42. Notice Sums and AutoFill Options

43. Select cells A1:E1
Click Home Tab, click Merge and Center in Alignment Group

44. With cells A1:E1 still selected, click Cell Styles, Click Title style

45. Select cells A2:E2, click Merge & Center

46. Click Cell Styles, click Heading 1

47. Select cells B3:E3, click CTRL and select cells A4:A8

48. Click Cell Styles, click Heading 4 to apply this style to cells B3:E3 and
cells A4:A8

49. Select cells B4:E4, click CTRL and select cells B8:E8

50. On the Home Tab, in the Number Group, click the Accounting
Number Format button $
Notice the numbers in cells B4:E4 and B8:E8

51. Select cells B5:E7, click the Comma Style in the Number Group

52. Select cells B8:E8, click Cell Styles, click Total style

53. Click the Page Layout tab, click Themes, click Apex theme to apply

54. Select cells A3:D7, click Insert Tab, click Columns in Charts Group,
click Clustered Column (first 2D option) chart to insert

55. Point to the top of the chart, click and drag chart to line up with cell A10

56. On the Design Tab, in the Data Group, click Switch Rows/Columns

57. Notice the category labels changed

58. On the Design tab, in the Chart Layouts group, click the More button

59. Click Layout 1, notice chart changes

60. Click to select the Chart Title, type 1st Quarter Sales, click off Chart
Title to deselect

61. In the Chart Styles group, click the More button

62. Click Style 26 to apply, notice changes

63. Click the Insert Tab, in the Text group, click Header & Footer

64. In the Navigation group, click Go to Footer

65. Click in the Left Footer Pane, in the Header & Footer Elements group,
click File Name, click cell above Footer area to exit Header & Footer

66. Click the Page Layout tab, in the Page Setup group, click
Margins, click Custom Margins

67. In the Page Setup dialog Box, under Center on page, select
Horizontally, click OK

68. Click Office Button, point to Print, click Print Preview

69. Print Preview, click Close Print Preview

70. Click Start Button, click Save As

71. Navigate to your Tech Lit folder, save the workbook as
FirstName_LastName_Excel_1, click Save

72. Click X to close Excel