Essential Excel Skills for New Users

Sep 27, 2024

Excel Basics for Beginners

Key Topics Covered:

  1. Navigation
  2. Data Entry
  3. Making Content Fit
  4. Formulas
  5. Formatting Cells
  6. Worksheet Operations
  7. Tables and Charts
  8. Saving Excel Files
  9. Printing Excel Files

Excel Ribbon

  • Home Tab: Most commonly used; includes commands for changing font size/color, text alignment, merging/unmerging cells.
  • Insert Tab: Used for inserting charts, images, shapes, smart art, word art, formulas, and symbols.
  • Page Layout Tab: Adjust page setup, themes, margins, orientation for printing.
  • Formulas Tab: Access and insert formulas and functions.
  • Data Tab: (Not covered in detail in this tutorial)
  • Review Tab: Includes spell check and other review features.
  • View Tab: Adjust how worksheets are viewed, especially for printing.
  • Developer Tab: Advanced features not covered in this tutorial.
  • File Tab: For saving, printing, and accessing Excel options.

Navigating Excel Worksheets

  • Column Letters: Extend up to XFD.
  • Row Numbers: Sequential down the worksheet.
  • Cell Reference: Combination of column letter and row number (e.g., B2).
  • Selecting Cells:
    • Mouse: Click to select, drag to select a range.
    • Keyboard: Use arrow keys to navigate, Ctrl for jumping to last content cell, Shift for selecting a range.
    • Scroll Bars: For navigating large worksheets.

Data Entry in Excel

  • Direct Entry: Click a cell and type directly.
  • Formula Bar: Enter data in the formula bar, which reflects in the selected cell.

Auto Fill Feature

  • Patterns Recognition: Excel recognizes and continues patterns (e.g., months of the year).
  • Using Auto Fill: Drag the small box in the bottom right of a cell to autofill a series (e.g., January to December).

Auto Complete Feature

  • Efficiency in Repeated Data Entry: When entering repetitive data like employee names, Excel suggests and completes based on previous entries (e.g., typing "T" completes "Tim" if already existing).
  • Multiple Matches: Requires more input to disambiguate between multiple similar entries (e.g., "Je" for "Jeremy" when another name also starts with "J").