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Excel 2019 Introduction and Overview

Jul 17, 2024

Lecture Notes

Introduction

  • Instructor: Cindy, with over 15 years of experience teaching Excel.
  • Course: Excel 2019, from basics to advanced features.
  • Recommendation: Watch videos in order for a better understanding.

Module 1: Overview of Excel

Section 1: Introduction

  • Basics work the same in Excel 2019 as older versions.
  • New features include ability to deselect cells without starting over.
  • Example: Selecting a range and deselecting cells using the Ctrl key.

Section 2: What’s New in Excel 2019

  • Deselecting Feature: Hold Ctrl, click and drag to deselect cells in a selected range without starting over.
  • Accessibility Checker: Helps visually impaired users identify and fix issues in spreadsheets.
    • Found under Review > Check Accessibility.
    • Can show issues like merged cells and default sheet names.
  • Translate Feature: Translate selected text into different languages.
    • Found under Review > Translate.
    • Can translate words and phrases, showing translations side-by-side.
  • New CONCAT Function: Replaces CONCATENATE, works similarly but with new features.
    • Example: Merging first and last names with a space between.

Section 3: Course Overview

  • Start from scratch: Create a workbook, work with different sheets, formatting, printing, and formulas.
  • Terminology: Workbook vs. worksheet.
  • Content: Different sheet types, creating formulas for calculations.

Section 4: Excel Window Overview

  • Quick Access Toolbar: Common options like undo, redo, save, and print. Customizable.
  • Title Bar: Shows the file name, can minimize, restore, and close windows.
  • Tabs and Ribbons: Different tabs (Home, Insert, Review) contain ribbons with grouped buttons.
  • Work Area: Divided into columns (letters) and rows (numbers), forming cells (e.g., B2).
  • Scroll Bars: Vertical and horizontal scroll bars for navigation.
  • Views and Zoom: Normal view, page layout, and page break preview; zoom in/out with slider.

Section 5: Mouse Functions

  • Mouse changes appearance depending on function: select, fill handle, move data.
    • White cross: Select cells.
    • Black cross: Use fill handle to copy or continue lists.
    • Arrow with cross: Drag to move data.

Section 6: Backstage View

  • Access: File > Backstage View.
  • Options: Open, save, print, share, export, publish, and close files.
  • Excel Options: Adjustable settings for Excel's behavior.

Module 2: Creating Workbooks

Section 1: Typing Text and Numbers

  • Cell Contents: Text, numbers, formulas.
  • Headers: Column and row headers to identify data.
  • Fill Handle: Drag to fill series like months or weekdays.
  • Formatting: Default text alignment and editing methods.

Section 2: Basic Formulas

  • Formula Basics: Start with an equal sign =.
  • Examples: Adding cells using + and writing specific formulas.
  • Keyboard Shortcuts: Numeric pad shortcuts for operations (addition, subtraction, etc.).

Section 3: Relative References

  • Copying Formulas: Using fill handle to copy formulas down or across cells.
  • Relative Reference: Excel adjusts cell references when copying formulas.
  • Example: Dragging to copy totals, averages, etc.

Section 4: Order of Operations

  • Math Order: Parentheses, exponents, multiplication and division, addition and subtraction (PEMDAS).
  • Example: (b2 + b4) / 2 to average values.
  • Nested Parentheses: Excel evaluates from innermost to outermost.

Section 5: Working with Ranges

  • Selecting Ranges: Drag to select or use Shift+Click.
  • Range Identification: By cell addresses (e.g., B2:C4).
  • Range Actions: Format, edit, and perform calculations on selected ranges.
  • Sum Function: Quick sum for selected cells shown in the status bar.

Module 3: Saving Workbooks

Section 1: Save and Save As

  • Initial Save: Requires naming and choosing a location.
  • Future Saves: Ctrl + S or Save button for updates.
  • File Extensions: .xlsx default, other formats (.csv, .pdf) available.

Section 2: Additional Options

  • Share: Via email or cloud services.
  • Export: Create PDF or other formats.
  • Publish: Utilize Power BI for advanced sharing options.

Exercises

  • Creating Workbooks: From scratch, using templates, typing and formatting text and cells.
  • Editing Basics: Cut, copy, paste, undo, redo, and use of clipboard.
  • Formulas and Functions: Write basic and more complex formulas using functions.

These notes cover the key points from the lecture and are meant for review and study purposes. Ensure you understand each concept before progressing to more advanced topics.

Full transcript