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Excel - Introduction - Chapter 1 - Coggle Diagram
Excel - Introduction - Chapter 1
Cheat sheet
Cut
Home, clipboard, cut icon
CTRL + X
Copy
Home, clipboard, copy icon
CTRL + C
Display currency with 2 decimal places
Home, number, dialog box, select currency, change decimal (2) and select symbol (R)
Paste
Home, clipboard, paste icon
CTRL + V
Automatically fit the column width to fit the data
Home, cells format, cell size, autofit column width
Deleting rows
Home, cells format, delete, delete sheet rows
Change column width
Home, cells format, cell size, column width, change to, Ok
Highlight columns, right click, column width, change to, ok
Insert columns
Home, cells format, insert, insert sheet columns
Underlining text
Home, font, underline icon
CTRL + U
Centre text in cell
Home, alignment, centre (Horizontal) - Do not confuse with Middle alignment
Changing text to italics
Home, font, Italics icon
CTRL + I
Sort - with heading
Refer to practical notes P4
Changing text to bold
Home, font, Bold icon
CTRL + B
Sort - without heading
Refer to practical notes P4
Selecting all cells in a sheet
CTRL + A
Copy formula into selection
Home, clipboard, copy and then paste
Drag and drop using autofill button
Selecting neighbouring cells
Shift + Arrow keys / left click
Calculate the total of a field
=sum(cell_first:cell_last)
Help function
Microsoft office help button
F1
Format cells - borders
Home, font, border icon, top and double bottom border
Selecting cells not bordering each other
CTRL + Left click
What type of program is Excel?
Application software
Uses reports - Statement of Financial Position, Statement of Comprehensive income, What-If analysis and Graphs
Copy worksheet
Make a copy of the worksheet you are currently busy with
How to:
Right click on the worksheet tab
Select move or copy from the menu tab
In the dialogue box
1.Select the location where you want the sheet to be copied to - current workbook, new workbook, other Excel workbook that is open
Tick the box - create a copy
Wrap text
To ensure the content of the cell is visible, the text can be displayed in multiple line in the cell
How to:
Home tab
Alignment group
Wrap text tool
When text in a cell is too long, it will go over to the next cell
Why do we use Excel?
Develop models where data can be:
analysed
manipulated
processed to meaningful reports
The data in Excel are:
easy to change and
easy to use in calculations
Freezing panes
You must be in normal view
Freeze panes doesn't print
You can then view the headings with their relevant data
Freeze - How to:
View tab
Window group
Freeze panes tool
Select the freeze panes option from the drop down menu
When you scroll through a big worksheet it is sometimes convenient to lock or freeze the headings
Unfreeze - How to:
View tab
Window group
Freeze panes tool
Select the unfreeze panes option from the drop down menu
Basic terms in Excel
Attached
Fit values in cell
If values are too big for the cell double click on the line right of the column heading
Refer to the cheat sheet for other methods of increasing the cell size
Headers and footers
Pages in numerical order
Headings on pages
Dates on pages
How to:
Page layout tab
Page setup group
Page setup dialogue box
Header / footer tab
Pick either custom header or custom footer
Printing headings
You don't need to type the heading on each page
How to:
Page layout tab
Page setup group
Page setup dialogue box
Sheet tab
Enter the tows or columns to repeat in the print titles area
If you want certain rows or columns to print on each page