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Microsoft Excel 2003

Terminology | How To's | Formulas and Functions | Mathematical Operators | Customizing the toolbar and menus | Quickly fill a range from an adjacent cell | Triangle Indicators in Cells

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Excel Terminology

Cell Intersection of a column and a row (names by the column letter and row number, ie. A1, B2)
Column Identified by letters. There are 256 columns that run horizontally across.
Formula Bar A bar near the top of the window that displays the formula or constant value stored in or used for the active cell.
Label Text Text is any combination of numbers, spaces, AND non-numeric characters.
Row There are 65,536 rows that are sequentially numbered down the left side of the worksheet.
Value Numbers that can be calculated.
Workbook The file on which you work. Each workbook can contain many sheets.
Worksheet The basic document used in Excel to store and work with data It consists of cells organized into columns and rows and is always a part of a note book.

 

Excel How To's

TaskFunction
Alignment
  • Align Left icon
  • Align Right icon
  • Align Center icon
  • Format-Cells, select Alignment tab
Arrange Windows Window-Arrange
AutoCorrect Tools-AutoCorrect Options
AutoFormat Format-AutoFormat
AutoSum
  • AutoSum icon
Bold
  • Bold icon
  • Format-Cells
Cell Borders
  • Borders icon
  • Format-Cells, select Border tab
Cell Shading
  • Fill Color icon
  • Format-Cells, select Patterns tab
Center Across Columns
  • Select multiple cells, click Merge and Center icon
  • Format-Cells, select Alignment tab. In the Text Control area, check Merge Cells
Close Book
  • Ctrl + W
  • File-Close
Column Hide

Format-Column-Hide

Column Unhide Format-Column-Unhide
Column Width Format-Column-Width
Copy (selection)
  • Copy icon
  • Ctrl + C
  • Edit-Copy
Cut (selection)
  • Cut icon
  • Ctrl + X
  • Edit-Cut
Data Sort
  • Ascending Sort icon
  • Descending Sort icon
  • Data-Sort
Delete Column
  • Highlight column, then select Edit-Delete
  • Highlight column, then press Ctrl + -
  • Edit-Delete, then choose Entire Column
Delete Cell Contents
  • Edit-Delete, then choose shift cells left or shift cells up
  • Highlight cell contents and press the Delete key
Delete Row
  • Highlight row, then select Edit - Delete
  • Edit-Delete, choose Entire Row
Delete Sheet
  • Edit-Delete Sheet
Edit Cell
  • Double-click on cell
  • Select cell, place pointer in formula bar and make edits.
Edit Font
  • Font icon
  • Format-Cells, Font tab, make changes.
Format Painter
  • Format Painter icon
Freeze Panes
  • Window-Freeze Panes (used to keep data visible as you scroll through a sheet)
Go To
  • Ctrl + G
  • Edit - Go to
  • F5
Headers/Footers
  • File-Page Setup, then select the Header/Footer tab.
  • View-Header/Footer
Help
  • Help icon
  • Help-Microsoft Excel Help
  • F1
Insert Column

Insert-Column

Insert Function
  • Insert-Function (a wizard that guides user through calculations)
  • Insert Function icon
Insert Row

Insert-Row

Insert Worksheet

Insert-Worksheet

Italics
  • Italics icon
  • Format-Cells, Font tab and choose Italics from the Font Style menu
Margins

File-Page Setup, Margins tab

New Book
  • New icon
  • File-New, then select Workbook from the General area
Number Formatting
  • Format-Cells, Number tab, choose desired formatting
Number of Copies
  • File-Print, enter the number of copies desired and click OK
Office Assistant
  • Help-Hide/Show Office Assistant
  • Right-click on the Office Assistant and select Hide
Open Book
  • Open icon
  • Ctrl + O
  • File-Open
Page Scaling
  • File-Page Setup, Page tab, adjust the scaling as desired
Page Setup
  • File-Page Setup
  • File-Print Preview, Setup tab
Paste
  • Paste icon
  • Ctrl + V
  • Edit-Paste
Personalized Toolbar
  • Tools-Customize, select the items you wish to customize
Print book or sheet
  • Print icon
  • File-Print
  • File-Print Preview - Print
Print Preview
  • Print Preview icon
  • File-Print Preview
Range Name
  • Select the range you wish to name, then Insert-Name-Define
Row Height
  • Format-Row-Height
Row Hide/Unhide
  • Format-Row-Hide Format-Row-Unhide
Save Book
  • Save icon
  • File-Save
  • File-Save As
  • File-Save as HTML
Select Printer
  • File-Print, then choose the desired printer from the drop-down menu.
Sheet Name
  • Double-click on sheet name
  • Right-click on the sheet name and choose Rename
Spell check
  • Spelling icon
  • Tools - Spelling
  • F7
Split Window
  • Window-Split
Underline
  • Underline icon
  • Format-Cells, select the Font tab, and choose Underline from the Font Style menu
Undo Edits
  • Undo icon
  • Edit-Undo

 

E-mailing from Excel

  1. Make sure e-mail client is running
  2. Go to File-Send To-Mail Recipients (for Review)
  3. A dialog box will appear asking if you wish to change the fomat of the file to track changes, choose No.
  4. A new composer message window from the e-mail client will appear, add the recipients' address(es) and click Send.

 


Formulas and Functions

Formulas vs. Functions - are the terms interchangeable?

No they are not. A formula enables you to calculate and combine numberic values and text. A formula starts with an equal sign (=), and it can include numbers, cell references, arithmetic operators, and functions. Below are a few examples:

=3+5 /6

=7%*A12

=C43+C44+C45

=SUM(C43:C45)

A function is a built-in Excel formula that helps you calculate quickly and readily, without writing out an entire complicated formula yourself. A function starts with an equal sign (=) and a function name, followed by its arguments (the data to be calculated). Arguments are enclosed in parentheses and are usually separated by commas. Arguments can include numeric values, text strings, and cell references. Here are some examples of functions:

=SUM(C43:C45)

=INT(118.7142)

=FIND("g",A6)

=SUMIF(B24:B30, "CA",C24:C30)

Functions can be combined or nested in a formula but a formula cannot be combined or nested in a function.

Mathematical Operators:

Addition+
Subtraction-
Multiplication*
Division/

Examples of Some Basic Functions:

AverageCalculates the average in a list =AVERAGE(B4:B10)
Count Counts the number of entries in a list =Count(B4:B10)
Now Returns the current date and time =Now()
Sum Adds a list of numbers =SUM(B4:B10)
Today Returns the current date =TODAY()

Customize your Excel menus or toolbars

Excel makes it easy to add commands to your menus or toolbar.

  1. Choose Tools-Customize.
  2. Click on the Commands tab.
  3. From the left column, the Categories list box, find the category for the command you want.
  4. From the right cloumn, the Command list box, select the command.
  5. Now, simply drag the command you want up to the menu. When the menu displays a list of
    menu commands, point to the location where you want the command to appear on the menu and then release the mouse button.
    • OR to place the command on a toolbar. Simply drag the command to the desired toolbar.

Quickly fill arange with data from an adjacent cell

A handy shortcut from the Fill feature. It copies formulas and formatting from the adjacent cell.


Triangle Indicators in Cells

Triangles in the corners of cells in Excel indicate formula errors, comments, or smart tag (smart tags: Data recognized and labeled as a particular type. For example, a person's name or the name of a recent Microsoft Outlook e-mail message recipient is a type of data that can be recognized and labeled with a smart tag.) options.

A green triangle in the upper-left corner of a cell indicates an error in the formula in the cell. If you select the cell, Trace Error appears. Click the arrow next to the button for a list of options.

Note:The color of the error checking triangle indicator can be changed by clicking Tools-Options, and then clicking the Error Checking tab.


A red triangle in the upper-right corner of a cell indicates a comment in the cell. If you rest the mouse cursor over the triangle, you can view the text of the comment.

A purple triangle in the lower-right corner of a cell indicates a smart tag. If you rest the mouse cursor over the triangle, Smart Tag Actions appears. Click the arrow next to the button for a list of smart tag options.