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Microsoft ExcelM
Congratulations! Now that you are done learning Microsoft word. The next stage
will be to learn Microsoft excel.
Microsoft excel is used by;
1. Accountant in Banks to calculate money
2. Store keepers to calculate stock
3. Engineers to do scientific calculation
4. Traders
5. Production/ Manufacturing companies to take record of goods produced.
6. Military to take records of their ammunitions.
For you to use Microsoft excel very well, you need to know how to use and
manipulate a table. You also need to know simple mathematics.
As you must have known by now, Microsoft word is basically use to type or prepare
documents.
But when it comes to handling numbers, one of the best applications to use is
Microsoft Excel. Microsoft Excel is a general-purpose electronic spread sheet used
to organize, calculate, and analyze data. The task you can complete with Excel
ranges from preparing a simple family budget, preparing a purchase order, create an
elaborate 3-D chart, or managing a complex accounting ledger for a medium size
business.
TO LAUNCH EXCEL:
Move up to Programs
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BASICS
An active cell is outlined in black and the location appears in the Name box
(D2 is active).
Name Box
Before entering data, you must first tell the computer which cell should be receiving
the information. Only active cells receive information. An active cell has a thick
black border around it (called the cell selector). Notice that the cell selector moves
from cell to cell when you press any of the four arrow ( ) keys.
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CELLS
The intersection of each row and column creates a cell. The cell is identified by its
location on the worksheet (i.e. D3).
CELL REFERENCES
Cell references identify individual cells, rows, and/or columns in a worksheet. They
tell Excel where to look for values to use in a formula.
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2.
3.
Hold down the left mouse button and move the cursor to the right or left to
increase or decrease the width. In the example below, we see the spacing has
now been resized to 132 pixels.
To change the height of a row, bring the mouse cursor to the grey horizontal
line between the numbered cells (1, 2, 3, etc.) of the row you wish to heighten
(or reduce).
Formatting Text:
Font/Point Size/Bold/Underline- Once the desired cell(s) have been selected, click
the appropriate formatting button in the toolbar at the top of the screen to alter the
appearance of the text in that cell(s).
you could increase the width of the column (see Formatting Cells), or you can
format the cell to allow the text to wrap onto a second line within the cell.
Select the cell(s) that need to have
text on multiple lines. (Entire
columns or rows can also be
selected.)
Under the Format menu, select
Cells.
Click on the Alignment tab.
Check the box for Wrap Text.
Decrease decimals
Formatting Cells:
Column width/Row height- To expand or contract the width of a column, select
the column. Placing the cursor in the gray row at the top of the column, drag
the right or left edge to make it wider or narrower.
Double-clicking on this edge will automatically adjust the width to fit the
widest content in that column. Row height can be altered in the same manner,
dragging or double-clicking on the top or bottom edge in the gray column on
the left side of the worksheet.
Borders and Patterns- Borders can be placed around a cell or group of cells
using the border option. Under the Format menu, select Cells. Select Border.
The number of sides and the type of line can be selected from this window.
Patterns and colors are also available in the adjacent tab. These options should
be used cautiously as it can be difficult to read data when the cell also contains
a color or pattern.
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EXERCISE 1
Use Fill handle to create the calendar below.
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Reg.
No.
Eng
Maths
BK.K
Lit
Econ
Total
Avg
1.
Sunny Ade
001
54
25
73
62
54
269
53.8
2.
Luke Judith
002
18
28
25
39
45
157
31.4
3.
Mienye J.
003
36
65
26
12
15
157
31.4
4.
Sese, Ebi
004
36
35
53
57
16
201
40.2
5.
Polo, Eres
005
65
63
64
63
65
325
65
6.
Meb, Tonye
006
32
60
47
65
55
265
53
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USING FORMULAS
Excel Functions are preprogrammed formulas that make the task of writing complex
formulas easier. There are a total of 333 functions in Excel.
Excel allows you to assign formulas to cells to calculate values. To build a formula,
you must first designate which cell(s) the formula should affect. Formatting can also
apply to rows or columns. To format a cell using a formula, select the cell to be
formatted.
Type an equals sign (=) (This tells the computer it is about to calculate a value.),
followed by the formula.
An example of this would be to sum a group of cells in a column and provide a total
in an empty cell. Here we see a simple SUM formula (lower left) that calculated all
the values for cells B1 through B7 and the process of entering a PRODUCT
formula (lower right).
Formulas can use standard arithmetic operations, values, cell addresses, and cell
names. Arithmetic operations are used to carry out addition, subtraction,
multiplication, and division. The table below lists the keys used for arithmetic
functions.
For exponent functions, use the carat key (^) followed by the exponent.
For example: 82 is entered as 8^2
For exponents, use the capital letter E. For example: 7 1024 would be entered as
7E24.
In using complex formulas, it is important to know that Excel follows algebraic rules
regarding parentheses and order of operation. Below are some examples of formulas
you would use to carry out arithmetic functions.
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Arithmetic operator
Meaning
Example
+ (plus sign)
Addition
3+5
(minus sign)
Subtraction
Negation
71
3
* (asterisk)
Multiplication
3*8
/ (forward slash)
Division
6/3
% (percent sign)
Percent
40%
^ (caret)
Exponentiation
3^2
Comparison operator
Meaning
Example
= (equal sign)
Equal to
A1=B1
Greater than
A1>B1
Less than
A1<B1
A1>=B1
A1<=B1
Not equal to
A1<>B1
Reference
operator
Meaning
Example
: (colon)
D5:D15
, (comma)
SUM(B5:B15,D5:D15)
(space)
B7:D7 C6:C8
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If you look at cell F4, what we expect to have is 5 120 as amount for polish.
Cell D4 has 5, while E4 has 120
Therefore, the formular you will enter in cell F4 will be =D4 E4. Press Enter key
Once you have done that, you fill down
16
The Autosum feature allows you to quickly generate descriptive statistics for a range
of data.
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18
Actual Expenses
Predicted Expenses
2000
1000
600
1000
600
1000
Formula
Description (Result)
=IF(A2>B2,"Over Budget","OK")
=IF(A3>B3,"Over Budget","OK")
IF function
The IF function as the name implies is a conditional function. When use in an excel
formula, enables you to get results base on the condition on ground.
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Let say you are working on list of admitted student from JAMB. And you want to
use excel to type their name and their school fees according to idigiens and nonindigenes
From the above diagram, to make use of the IF function to automatically assign fee
to students (25,000 for Rivers Student and 35,000 for non-Rivers). We use the
formula;
=IF(G11=rivers,25000,35000)
Other use of IF function, is in grading system/result. Lets say in a school result, its
expected that grade should be allocated to students as follows
Scores
Grade
75 100
A
70 - 74
AB
65 - 69
B
60 64
BC
55 59
C
50 54
CD
45 49
D
40 44
E
Below 40 F
To fill in the grade for the first student, before filling it into other, we simply type the
formula in cell G11
=IF(F11>=75,"A",IF(F11>=70,"AB",IF(F11>=65,"B",IF(F11>=60,"BC",IF(F1
1>=55,"C",
IF(F11>=50,"CD",IF(F11>=45,"D",IF(F11>=40,"E","F"))))))))
Note that cell G11 is where the grade will appear. While in the formula, cell F11 is
where we have to Total for each subject.
Microsoft Excel provides additional functions that can be used to analyze
your data based on a condition. For example, to count the number of
occurrences of a string of text or a number within a range of cells, use the
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Salesperson
Invoice
Buchanan
20,000
Buchanan
10,000
Suyama
9,000
Suyama
30,000
Buchanan
6,000
Dodsworth
24,000
Formula
Description (Result)
=COUNTIF(B2:B7,">10000")
=COUNTIF(B2:B7,"<=10000")
AND function
Returns TRUE if all its arguments are TRUE; returns FALSE if more or one
argument is FALSE.
Syntax
AND(logical1, logical2, ...)
Logical1, logical2, ... are 1 to 255 conditions you want to test that can be
either TRUE or FALSE.
If the specified range contains no logical values, AND returns the #VALUE!
error value.
Example 1
=IF(AND(State=Rivers,Sex=female)
The above formula determines if a student will be given a free hostel on the
condition that the student is from Rivers AND is a Female.
OR function
Returns TRUE if any argument is TRUE; returns FALSE if all arguments are
FALSE.
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Example
OR function- Use when the result relies on a Logic condition. It can also be
combined with other functions, such as IF and SUM. The OR function determines if
a condition is True or False. If student is a Rivers OR Bayelsan, then True, else
False
Eg. = OR(State= Rivers, State = Bayelsan)
1. =IF(OR(State=Rivers,State=Bayelsa),pay bursary,not qualified)
The above formula determines if a student will be paid bursary on the
condition that the student is either from Rivers OR Bayelsa.
EXAMPLE
Below is a table created with the help of Nested IF, OR with AND Functions.
The formula is as illustrated below. Try and create the same table as shown
below.
Formula Instruction
Fees = IF(OR(State="RIVER", State ="BAYELSA"),25000,35000)
Hostel =IF(AND(State="RIVERS", Sex="F"),"FREE","PAY")
Bursary =IF(OR(State="RIVERS", State ="BAYELSA"),"QAULIFIED","NOT QUALIFIED")
SATE OF ORIGIN
SEX
AGE
FEES
HOSTEL
Bursary
RIVERS
19
35000
PAY
QAULIFIED
AJUKWUM, Stanley E.
CHIDI Oguguo
RIVER
19
25000
PAY
NOT QUALIFIED
CLETUS Aniefiok U.
LAGOS
18
35000
PAY
NOT QUALIFIED
EBIRIKA Stephen C
KADUNA
19
35000
PAY
NOT QUALIFIED
EDWARD Victor S.
RIVERS
20
35000
FREE
QAULIFIED
ELEBOR Douglas
BAYELSA
22
25000
PAY
QAULIFIED
AMBUK ARINAM E.
DELTA
20
35000
PAY
NOT QUALIFIED
EZENWA Sabinus O
KANO
21
35000
PAY
NOT QUALIFIED
INAKAN Emmanuela
LAGOS
23
35000
PAY
NOT QUALIFIED
OYO
19
35000
PAY
NOT QUALIFIED
11 ISAIAH Samuel B
RIVERS
19
35000
PAY
QAULIFIED
12 JUMBO Yerebabari
RIVERS
18
35000
FREE
QAULIFIED
13 KALAGBOR Charles J
ONDO
20
35000
PAY
NOT QUALIFIED
14 KIRI Igbikiyemiari
ONDO
12
35000
PAY
NOT QUALIFIED
10 IREN Monday A
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DATA VALIDATION
Data Validation can be used to limit the data that can be entered into a cell. For
example, you might want the user to enter only values between 1% and 99%. You
might also use this tool to enable data input to a drop down list. This has two
advantages in that it can be faster and more accurate. Start with the dialog box below
to create your drop down list functionality.
After making all the necessary selections in the validation list dialog box, your
worksheet will behave as shown below.
You can also provide messages to define what input you expect for the cell, and
instructions to help users correct any errors. For example, in a marketing workbook,
you can set up a cell to allow only account numbers that are exactly three characters
long. When users select the cell, you can show them a message such as this one:
Data validation helps to prevent spelling error, by selecting an item, you dont need
to type again.
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VLook-up Function
Using VLook-up can be use along side with validation in an excel sheet.
In Microsoft Excel, the VLOOKUP function searches for value in the left-most
column of table_array and returns the value in the same row based on the
index_number.
Lets say we want the computer to automatically indicate the price of an item
immediately we select from our validated list.
So in Cell C10 we enter this formula = Vlookup (A10,F4:G8,2)
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INDEX-MATCH Function
The Index-Match Function is another powerful Excel function. Its so powerful that
most users prefer using it than Vlookup. It has certain features that make it superior
to VLOOKUP in many situations. Regardless of which method you think is better, (I
have my opinion) it is definitely worth it to learn both formulas and have both at
your disposal.
When we combine both the INDEX formula and the MATCH formula, the number
that the MATCH formula returns becomes the row number for your INDEX formula.
=INDEX ( Column I want a return value from , ( MATCH ( My Lookup Value , Column I want to
Lookup against , Enter 0 ))
Name
Amit
Santosh
John
Rishi
Alex
Harry
Rajesh
Anu
Department
QA
Planning
Operations
Manufacturing
IT
QA
Planning
Operations
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Age
32
28
41
25
31
45
45
26
Marks
154
102
86
98
110
87
92
84
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EXERCISE 2
Instruction
1. Use Fill-Down handle to create the ID column, Type the Sales Date and Kg
Sold Manually.
2. Use Validation method to create the Name of Sales Person
3. Use Validation method to create Category
4. Use Validation method to create Fruits. First prepare a two Colum Label List
A and List B. Use this to create your validation using IF-function for the
source depending on the Category.
5. Use Automatic method to create Commission% using IF-function
(4%=Imported, 2%=Local)
6. Use Look-up to automatically determine Unit Price,
7. Order value $ = Unit Price Kg Sold,
Sales Tax = 15% Order Value $
and Commission $ = Commission% Kg Sold
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EXERCISE 3
The table below is a list of item. Each item is under a category. Use Vlookup to
create an Excel receipt as illustrated below. Under the Price column, assign a price
to each of the item.
Note. Each Item has a code. So, when a customer buys any of the goods, the item is
identified using a code.
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The above table should be use to create the receipt below. Use Index Match
Function for the Code and Price. Amount= Quantity Price.
Code
Date:
Description of Good
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Quantity
Price
Amount
N
Total
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EXERCISE 4
S/N
Staff
Name
Basic
Salary
Allowance
Deduction
Transport
Lunch
Utility
Security
Housing
(1% Basic)
(1%
Basic)
(2%
Basic)
(2%
Basic)
(2%
Basic)
Gross
Pay
Tax
Loans
(5%
(20% Gross)
Total
deductions
Net pay
Gross Pay)
Jame S.
175,000.00
Peter H.
62,083.00
Harry B.
82,684.00
Gift R.
45,981.00
Jude F.
45,981.00
Mercy B
17,840.00
TOTAL
Instruction
Transport
= 1% of Basic
Tax
= 5% of Gross Pay
Lunch
= 1% of Basic
Loans
Utility
= 2% of Basic
Security
= 2% of Basic
Housing
= 2% of Basic
Gross Pay
Total Deduction
= Tax + Loans
Net Pay
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EXERCISE 5
Instruction
1. Use IF and AND Function to calculate the Total
score (TL) for each student and use Fill handle to
complete the rest
2. Use Nested IF Function to enter the Grade (GD) and
Fill handle to complete the rest. Bursary
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Scores
75
70
65
60
55
50
45
40
39
Grade
A
AB
B
BC
C
CD
D
E
F
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EXERCISE 6
Validate the State and L.G.A
Federal Capital Territory
Gwagwalada , Kuje , Abaji , Abuja Municipal, Bwari , Kwali,
Abia
Aba North , Aba South , Arochukwu , Bende , Ikwuano , Isiala-Ngwa North , Isiala-Ngwa South , Isuikwato
, Obi Nwa , Ohafia , Osisioma , Ngwa , Ugwunagbo , Ukwa East , Ukwa West , Umuahia North , Umuahia
,South Umu-Neochi
Adamawa
Demsa , Fufore , Ganaye , Gireri , Gombi , Guyuk , Hong , Jada , Lamurde , Madagali , Maiha , Mayo-Belwa,
Michika , Mubi North , Mubi South , Numan , Shelleng , Song , Toungo , Yola North , Yola South
Akwa Ibom
Abak , Eastern Obolo , Eket , Esit Eket Essien Udim Etim Ekpo Etinan Ibeno Ibesikpo Asutan
Ibiono Ibom Ika Ikono Ikot Abasi Ikot Ekpene Ini Itu Mbo Mkpat Enin Nsit Atai Nsit Ibom
Nsit Ubium Obot Akara Okobo Onna Oron Oruk Anam Udung Uko Ukanafun Uruan
Urue-Offong/Oruko Uyo
Anambra
Aguata Anambra East Anambra West Anaocha Awka North Awka South Ayamelum Dunukofia
Ekwusigo Idemili North Idemili south Ihiala Njikoka Nnewi North Nnewi South Ogbaru
Onitsha North Onitsha South Orumba North Orumba South Oyi
Bauchi
Alkaleri Bauchi Bogoro Damban Darazo Dass Ganjuwa Giade Itas/Gadau Jama'are
Katagum Kirfi Misau Ningi Shira Tafawa-Balewa Toro Warji Zaki
Bayelsa
Brass Ekeremor Kolokuma/Opokuma Nembe Ogbia Sagbama Southern Jaw Yenegoa
Benue
Ado Agatu Apa Buruku Gboko Guma Gwer East Gwer West Katsina-Ala Konshisha
Kwande Logo Makurdi Obi Ogbadibo Oju Okpokwu Ohimini Oturkpo Tarka Ukum
Ushongo Vandeikya
Bornu
Abadam Askira/Uba Bama Bayo Biu Chibok Damboa Dikwa Gubio Guzamala Gwoza
Hawul Jere Kaga Kala/Balge Konduga Kukawa Kwaya Kusar Mafa Magumeri Maiduguri
Marte Mobbar Monguno Ngala Nganzai Shani
Cross River
Akpabuyo Odukpani Akamkpa Biase Abi Ikom Yarkur Odubra Boki Ogoja Yala
Obanliku Obudu Calabar South Etung Bekwara Bakassi Calabar Municipality
Delta
Oshimili Aniocha Aniocha South Ika South Ika North-East Ndokwa West Ndokwa East
Isoko south Isoko North Bomadi Burutu Ughelli South Ughelli North Ethiope West
Ethiope East Sapele Okpe Warri North Warri South Uvwie Udu Warri Central Ukwani
Oshimili North Patani
Ebonyi
Afikpo South Afikpo North Onicha Ohaozara Abakaliki Ishielu lkwo Ezza Ezza South
Ohaukwu Ebonyi Ivo
Edo
Esan North-East Esan Central Esan West Egor Ukpoba Central Etsako Central Igueben
Oredo Ovia SouthWest Ovia South-East Orhionwon Uhunmwonde Etsako East
Esan South-East
Ekiti
Ado Ekiti-East Ekiti-West Emure/Ise/Orun Ekiti South-West Ikare Irepodun Ijero, Ido/Osi
Oye Ikole Moba Gbonyin Efon Ise/Orun Ilejemeje.
Enugu
Enugu South, Igbo-Eze South Enugu North Nkanu Udi Agwu Oji-River Ezeagu
IgboEze North Isi-Uzo Nsukka Igbo-Ekiti Uzo-Uwani Enugu Eas Aninri Nkanu East
Udenu.
Gombe
Akko Balanga Billiri Dukku Kaltungo Kwami Shomgom Funakaye Gombe
Nafada/Bajoga Yamaltu/Delta.
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Instruction
1. Use the table above and create a link of your total scores and grade on
Sheet 2 ( Use INDEX-MATCH Function)
2. Use the sample below to create a form for each student
Enter your Exam Number Here.
3. Print a copy.
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CREATING A CHARTS
Excel provides a variety of chart types that you can choose from when you
create a chart. For most charts, such as column (vertical bar) and bar
(horizontal bar) charts, you can plot the data that you arrange in rows or
columns on a worksheet in a chart. Some chart types, such as pie chart,
require a specific data arrangement.
To create a chart:
1. On the worksheet, arrange the data that you want to plot in a chart.
2. Select the cells that contain the data that you want to use for the chart.
Note: If you select only one cell, Excel automatically plots all cells containing
data that directly surround that cell into a chart. If the cells that you want to
plot in a chart are not in a continuous range, you can select nonadjacent cells
or ranges as long as the selection forms a rectangle. You can also hide the
rows or columns that you don't want to plot in the chart.
3. On the Insert tab, in the Charts group, do one of the following:
Click the chart type, and then click a chart subtype that you want to
use.
To see all available chart types, click a chart type, and then click All
Chart Types to display the Insert Chart dialog box, click the arrows to
scroll through all available chart types and chart subtypes, and then
clicks the type you want to use.
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3.
Under Choose where you want the chart to be placed, do one of the
following:
To display the chart in a chart sheet, click New sheet.
Note: If you want to replace the suggested name for the chart, you can
type a new name in the New sheet box. To display the chart as an
embedded chart in a worksheet click Object in, and then click a
worksheet in the Object in box. To create a chart that is based on the
default chart type Select the data that you want to use for the chart. IF
you press ALT+F1, the chart is displayed as an embedded chart; when
you press F11, the chart is displayed on a separate chart sheet.
Number of students
8
6
4
2
0
1
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11
36
dialog
box,
click
Edit
under
37
Slant
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39
Chart
Title
Plot Area
Number of students
Series
Legend
Number of
students
Horizontal
Axis
9 10
Marks
Vertical
Axis
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Horizontal
Axis Title
Chart
Area
40