Excel-2016-core-part-one, Lecture notes of MS Microsoft Excel skills

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Shelley Fishel

Excel 2016 Core Part One

Excel 2016 Core Part One

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Contents

Contents

About Shelley Fishel 10

About Excel 2016 Core Part One 11

1 First things first 12 1.1 Starting Excel 12 1.2 The Excel Window 13 1.3 The Ribbon 14 1.4 Customizing the Quick Access toolbar 16 1.5 Customizing the Ribbon 21 1.6 Using Zoom 29 1.7 Assigning shortcut keys using The Alt Key 30 1.8 Adding values to workbook properties 32 1.9 The Advanced Properties Dialogue box 34

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Real work International opportunities �ree work placements

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I joined MITAS because Maersk.com/Mitas

�e Graduate Programme for Engineers and Geoscientists

Month 16 I was a construction supervisor in the North Sea advising and helping foremen solve problems

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Real work International opportunities �ree work placements

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I wanted real responsibili�

I joined MITAS because Maersk.com/Mitas

�e Graduate Programme for Engineers and Geoscientists

Month 16 I was a construction supervisor in the North Sea advising and helping foremen solve problems

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I joined MITAS because www.discovermitas.com

Excel 2016 Core Part One

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Contents

2 Saving 35 2.1 Saving a Workbook for the First Time 35 2.2 Saving Your Workbook Once It Has A Name 36 2.3 Save as different file formats 37 2.4 Saving Files to remote locations 38 2.5 Maintaining backward compatibility 40

3 Backstage view 43 3.1 The Backstage View 43 3.2 Excel Options 44

4 Share the workbook with others 45 4.1 Share with People 45 4.2 Share with People via File Menu 45 4.3 Share with People from within the workbook 47 4.4 Share Via Email 47 4.5 Open a Shared Workbook 48

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Excel 2016 Core Part One

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Contents

8 Workbook Views 70 8.1 Introduction to Views 70 8.2 Page Breaks 74 8.3 Creating Custom Views 75

9 Working with Data 77 9.1 Cut and Paste 77 9.2 Using Paste Special 79

10 Formatting Cells and Worksheets 84 10.1 The Font Group 84 10.2 The Alignment Group 85 10.3 The Number Group 87 10.4 Wrapping Text in a Cell 88 10.5 Format Painter 89

11 Merge or Split Cells 90 11.1 Merging Cells 90 11.2 Merge Across 91 11.3 Un merge Cells 94

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Excel 2016 Core Part One

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Excel 2016 Core Part One

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About Shelley Fishel

About Shelley Fishel

Shelley Fishel has 18 years’ experience in helping people to get more from their computers. After working for an IT training organization Shelley decided to ‘do her own thing’ when she realized the limitations of delivering standard courses.

“Why waste time and money on training people in areas that are not relevant to them? It’s common sense to invest that time and effort on what they really need.”

That was the ‘light bulb moment’ and the IT Training Surgery’s unique approach has resulted in a growing business with a team of highly qualified IT trainers.

“If trainees get bored they forget most of what they learn. We like to offer a range of training approaches to suit different people and, most of all; we aim to make training fun!”

Shelley and her team have worked hard to achieve accreditation by the Learning and Performance Institute for the IT Training Surgery, as a recognized high quality provider of IT training,

To find out more about our training give us a call on 020 8203 1774 or visit our website www.theittrainingsurgery.com

Excel 2016 Core Part One

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About Excel 2016 Core Part One

About Excel 2016 Core Part One

This user guide will take you through all the things you need to know when using Excel at a simple level.

You will learn how to:

• Get around Excel 2016
• Add text and numbers to spreadsheets
• Use Autofill to copy formula and create series
• Create a basic formula
• Use Average Minimum and Maximum
• Work with Worksheets
• And much more

Excel 2016 Core Part One

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First things first

1.1.3 The Desktop

Figure 3 – Desktop shortcuts

Click on the Desktop Icon to launch Excel 2016.

1.1.4 The Task Bar

Figure 4 – Taskbar shortcuts

Click on the Excel Icon on the Task bar to launch Excel 2016.

1.2 The Excel Window

The Excel Window is arranged with the title of the workbook along the very top edge, the Quick Access Toolbar top left, the Minimize, Maximize and Restore icons top right and a grid in the middle, with vertical and horizontal scroll bars.

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Figure 5 – The Excel window

Excel 2016 Core Part One

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First things first

1.3 The Ribbon

The Ribbon sits across the top of the screen and is made up of several Tabs. Each Tab is arranged in groups and each group consists of icons that go together.

1.3.1 The Home Ribbon

Figure 6 – The Home Ribbon

Here you will find the most common icons – all about formatting adding rows and columns, editing and finding things.

1.3.2 The Insert Ribbon

Figure 7 – The Insert Ribbon

Add a Pivot Table, Pictures, Charts and Shapes here.

1.3.3 The Page Layout Ribbon

Figure 8 – The Page Layout Ribbon

Change the way the page is laid out using the icons on this Ribbon, Margins, Orientation and Scaling.

1.3.4 The Formulas Ribbon

Figure 9 – The Formulas Ribbon

The Formulas Ribbon has categories for all the formulas in Excel and this is where you will find Auditing and Named Ranges.

Excel 2016 Core Part One

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First things first

1.3.7 The View Ribbon

Figure 12 – The View Ribbon

Change the way you are viewing the workbook here and customize what you are looking at.

1.4 Customizing the Quick Access toolbar

The Quick Access Toolbar is one of the most useful things in Excel. There is also a version of it for each of the Office packages so you can apply this lesson to Word, Excel, PowerPoint and Outlook.

The Quick Access Toolbar is situated at the top left of the screen above the File menu. It holds shortcuts that you use frequently. When you first load up Excel there are only a few icons on the Quick Access Toolbar. You can customize the toolbar with the icons that you use most frequently.

The Quick Access Toolbar can be moved to sit below the Ribbon which then gives you plenty of space to keep adding icons.

1.4.1 The Quick Access Toolbar at first

Figure 13 – New Quick Access Toolbar

Here is the Quick Access Toolbar when you first load up Excel. The only icons are

• Save
• Undo
• Redo
• Touch – this changes the Ribbon giving more space between icons for use with a touch device

Excel 2016 Core Part One

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First things first

1.4.2 Adding Icons to the Quick Access Toolbar

Figure 14 – Add icons to the Quick Access Toolbar

Click the drop down arrow on the right of the Quick Access Toolbar and select from the list of frequently used icons. Whatever you select will be added to the toolbar.

• If you would like the Quick Access Toolbar to be shown below the Ribbon pick this option
• For more shortcuts click More Commands

1.4.3 Add an Icon with Right Click

Figure 15 – Add icon with Right Click

When you find an icon that you use all the time, you can save yourself a little time by adding it to the Quick Access Toolbar using the Right Mouse button.

Excel 2016 Core Part One

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First things first

1.4.5 Show below the Ribbon

Figure 17 – Show the Quick Access Toolbar below the Ribbon

Here I have clicked Show Below the Ribbon and added the New document icon and the Print Icon.

1.4.6 Remove an icon from the Quick Access Toolbar

Figure 18 – Remove icon from Quick Access toolbar

If it is one of the frequent Icons, you can remove the tick from the drop down list and the icon will be gone.

1.4.7 Right Click to remove an Icon

Figure 19 – Remove an icon with a right click

Just like adding, you can also right click to remove an icon from the Quick Access Toolbar.

Excel 2016 Core Part One

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First things first

1.4.8 Use More Commands to Remove an Icon

Figure 20 – Remove via more commands

1. Select the icon you wish to remove in the right hand column
2. Click Remove
3. Click Ok

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