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BSBITU304 Produce Excel 2016 Sample
BSBITU304 Produce Excel 2016 Sample
BSBITU304 Produce Excel 2016 Sample
Microsoft
Excel 2016
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Written by Kerryn Maguire
Microstar Publishing Pty Ltd
PO Box 490 Geelong Victoria
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Ph 03 5223 3813 Fax 03 5229 5885
ISBN 978-1-925527-16-2
www.microstarpublishing.com.au
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Copyright © 2016
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Contents
Introduction ........................................................................................................................... i
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The Work Areas and Scroll Bars ......................................................................... 8
Moving Around the Excel Screen ........................................................................ 9
Creating a New Workbook ................................................................................. 10
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Entering Text and Data ...................................................................................... 11
Name a worksheet ............................................................................................. 12
Saving Files with Windows ............................................................................... 13
Closing Workbook File with Windows ............................................................... 16
Opening Workbook Files with Windows ........................................................... 18
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Working with Multiple Files ................................................................................ 21
Select Cells and Ranges of Cells ...................................................................... 22
Using an Input Range to Enter Data.................................................................. 23
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Spellchecker ...................................................................................................... 25
Proofreading ...................................................................................................... 27
Using AutoComplete to Enter Text .................................................................... 28
Editing Text and Data ........................................................................................ 29
The Undo Button................................................................................................ 29
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Delete a Row or Column.................................................................................... 68
AutoFormat: Cell Styles ..................................................................................... 70
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Splitting the Screen and Freezing Panes .......................................................... 73
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Creating a Pie Chart ........................................................................................ 109
Changing the Type of Chart............................................................................. 112
Bar Chart.......................................................................................................... 112
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Adding Data to a Chart .................................................................................... 116
Removing Data from a Chart ........................................................................... 117
Formatting Data Markers ................................................................................. 118
Using a Graphic for a Data Marker .................................................................. 120
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Chapter 6 More Formula and Functions ........................................................................ 125
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How to Determine if Data is Linked ................................................................. 189
Importing Delimited Text .................................................................................. 190
Remove Links to Text ...................................................................................... 193
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Check and Modify Imported Data .................................................................... 193
Find and Replace............................................................................................. 194
Widen Columns to Accommodate Text ........................................................... 195
Delete Excess Headings.................................................................................. 196
The Format Painter .......................................................................................... 196
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While all of these tasks can be performed manually, it is more efficient to use
a computerised spreadsheet because it automatically recalculates each time
new data is entered.
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Budgets
Interest calculations
Tracking expenses
Estimating project costs
Timetables
Forecasting
Accounting records
Statistical data
Objectives
Working through this chapter you will use Microsoft Excel on a personal
computer to do the following:
Start Excel
Identify parts of the spreadsheet
Move around the screen using the mouse
Move around the spreadsheet using the keyboard
Create a new workbook
Enter text and data
Name a worksheet
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Save a file
Close and open a file
Select cells and ranges of cells
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Edit data
Use the Spell check
Use AutoComplete to enter text
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So let’s get started. Assuming that you have the PC turned on with Windows
running, do the following to start the Microsoft Excel program.
1. Click on the Start button on the Task bar
2. If it appears click on All apps OR Excel 2016 in the most used list
3. Otherwise scroll down and click on Excel 2016 which will be listed under E
The first screen that appears give you the option to start a new document or
open a recent document.
Scroll bar
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Excel 2016
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Excel 2016
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All apps
Start
Blank workbook
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The diagram below displays some of the areas that are most common to all
Windows and Excel workplaces.
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A file in Excel is called a WORKBOOK. Each workbook is made up of
WORKSHEETS.
Title bar
File tab
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Buttons
Scroll bar
Worksheet
The Title bar displays the name of the currently displayed file. A default name
eg Book1, will be used until you have saved and named the file. The Title bar
also contains the Minimise and Maximise buttons and the Close Program
button.
Maximise
File Name
Minimise Close
The tab File holds the commonly used functions in all the Microsoft applications.
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2. Click on the tab File to display the Menu
File
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The common functions of New, Open, Save, Print, Close etc are located here.
3. Click on the tab Back button to close the Menu
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Back
Save Redo
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Customize Quick
Access Toolbar
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The Ribbon
The Ribbon holds all the functions grouped together onto Tabs. Anything you
want to do with your text can be carried out through these tabs.
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The HOME tab holds the commonly used functions for formatting cells and
basic functions for working with data.
HOME
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4. Click on the INSERT tab in the Ribbon - read through the options available
- do not click on any of the options yet
INSERT
The Ribbon when fully expanded has text available to explain each button.
The buttons are sectioned into Groups. The Editing group is shown to the
right.
If the window is not maximised the Ribbon is shortened and the button names
will disappear and not as many options will be immediately available.
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Editing group
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9. Resize the Excel window so it takes up only half the width of the screen–
notice what happens to the Ribbon
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A thick border around it indicates the Active cell. The Active cell in the
diagram below is H8, which refers to its grid reference; it is in Column H and
Row 8. The cell reference of the active cell also appears in the Name box,
located in the Formula bar. Whatever is entered into a cell will also appear in
the Formula bar, when the cell is Active.
Name box
Formula bar Column
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Row Active cell
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10. Click on the cell B3 and type the word Excel. As you type, the text will be
entered into the cell and into the Formula bar at the same time.
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Formula
Bar
Active Cell
1. Move the mouse to where you want the Active cell to be, and click
4. Click on the scroll box on the vertical scroll bar and drag to
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move up or down the sheet
Click here to
move forward to
next screen
Down Arrow
File
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2. Click on the New button
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The New Workbook screen will appear.
3. Click on Blank Workbook
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New
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Blank
workbook
Formulas
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Formulas in Excel are what make Excel so powerful. A formula can range
from something as simple as adding two numbers together, to the most
complicated calculation imaginable.
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Objectives
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1. Open the file Chapter 2 from the Produce Spreadsheets folder on your
student drive. This file has each of the workbooks from the previous
chapter as worksheets.
Worksheet tabs
Remember when working with lots of worksheets in a workbook you can just
click on the tab to display it. Or if you can’t see the worksheet tab you need
you can use the Navigation buttons to display earlier or later tabs.
Previous sheet Next sheet
h t
Previous Next
Using Formulas
Performing calculations is one of the major tasks of a spreadsheet application.
A spreadsheet can perform simple or complex calculations based on the
formulas that you enter into the worksheet.
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A formula is an equation that calculates a new value from existing values.
All calculations, regardless of complexity, must begin with the equal sign =.
Cell references are then combined with Operators to create the formula.
+ plus = B3+B10
- minus = C4-C5
* multiply = A1*C7
/ divide = J8/J9
% percentage = B6%
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7. Press [Enter] to set the changed to upper case.
calculation
8. In cell D6 type =b6*c6 Formula
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then press [Enter] (you do for result
not need to enter the cell
reference in uppercase)
The formula appears in the
Formula bar while the result
appears in the cell.
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Result
You can also use the point and click method to enter formula.
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9. Check that D7 is the active cell (Does it have the thick border around it?)
10. Press the [ = ] button on the
keyboard
11. Click on the cell B7
12. Press the [] button
13. Click on the cell C7
14. Press [Enter] to set the
calculation
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Increase
decimal
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Decrease
decimal
You will learn more about formatting cells in the next chapter.
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The value in using formulas is evident when data needs to be changed. For
example suppose the Quantity of each item is changed.
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2. Click on cell B6
3. Type =b4/b5 and press [Enter]
The cost per brochure if 500 are printed is $1.35.
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4. Repeat this calculation for each Quantity to find the cost per brochure
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5. Select the cells B6 to E6 then click on the HOME tab and the Increase
Decimal button then the Decrease Decimal a few times so all the
amounts have two decimal places – your results should appear as above
Increase Decrease
decimal decimal
Addition
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As you type, the formula appears in the Formula bar as well as the cell.
5. Press [Enter]
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The result of the formula will be displayed in the cell E5. The Active cell will
now be the next cell E6.
6. What is the formula that should be entered into cell E6?
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7. Enter the formula in cell E6 that will add the Price ex GST plus the 10% tax
The result of the formula is displayed in the cell, while the formula is displayed
in the Formula bar.
8. Continue to enter the required formula in column E for the other items
9. Check your results – are they correct?
2. Click on B7
3. Type [ = ]
4. Click on B5
5. Type [ - ]
6. Click on B6
7. Press [Enter] to set
the formula
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8. Click on C7 and enter the formula =C5-C6
Fill Handle
9. Press [Enter]
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There is a quick method for entering formula
across a row like this where the same process is
happening in each cell.
Notice the small black box in the corner of the active cell; this is called the Fill
handle. You can enter a formula across a row or down a column just by
dragging the handle over the cells.
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10. Click on C7 again
11. Move the mouse over
the Fill handle until it
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changes to a thick
black cross
12. Click hold and drag
the Fill Handle to F7
to copy the formula
across the row
13. Save your work
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Objectives
Default Settings
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Font Size
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The method for changing Font size is the same for most Microsoft Office
applications:
1. Click on the Invoice worksheet of the Chapter 3 file
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Font size 26
The Font of text refers to the style or the way the text looks. The size or style
of a font can be changed as shown in the example below.
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2. Click on the droplist button next to the Font box
A list of available fonts appears.
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3. Scroll down – as you move the mouse over the various fonts – the cell
selected will change to the font so you can see what it looks like
4. Scroll and click on Arial
5. Select cells A2:G2
6. Click on the Font droplist button and click on Arial
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Font
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The Bold, Italic and Underline buttons on the toolbar can also be used to
give text and numbers extra emphasis.
Column Width
The width of a column can be increased to view contents or create some
space between the contents of the next column.
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4. Select the Column headings C to G
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5. Move the mouse slowly over the right boundary of any of the selected
column headings until the mouse changes to appear as
6. Drag the mouse from left to right until the column is the width you require;
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We can format cells, or ranges of cells, so that the numbers appear the way
we want them to. A common example is with a $ sign or with a specific
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number of decimal points. If a cell is formatted to have the $ sign then we
don’t need to type the sign, we just need to type the number and the $ sign
will automatically appear.
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Formats cell to display the $ symbol. 200 $ 200
Format Numbers
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4. Select the cells C5:C10
5. Click on the Increase Decimal button once to increase the decimal places
6. Select the cells E5:E10
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7. Use the Increase decimal and Decrease decimal button until these cells
have two decimal places
8. Select the cells F5:F10 and use the Increase once to have two decimal
places
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9. Save your work so far
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10. Select cells D5:D9 and click on the $ button in the Ribbon
11. Save your work and leave the file open
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Text that is longer than the width of the cell can be wrapped.
1. Check you have the Price List worksheet from the Chapter 3 file
displayed
2. Click on cell C5
3. Click on the Wrap text button on the HOME tab
Wrap Text
The text will now be wrapped in the cell allowing us to see all of the contents.
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The height of the cell is automatically adjusted to enable this to occur.
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4. Repeat for cell C6
5. Select the cells C7:C9 and click on the Wrap text button
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Data in cells is automatically aligned so text is on the left and numerals to the
right. The position of the data within the cell can be changed quickly by using
the Alignment buttons on the Formatting ribbon.
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Merging Cells
Merging is creating one cell from several cells. It is very useful for headings.
1. Check the Invoice worksheet is displayed
2. Select cells A1:G1
3. Click on the Merge and Centre button on the HOME tab
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5. Select the cells D2:G2 and click on the Merge and Centre button
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Do not be tempted to merge several rows at once as this will cause all the
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columns and rows selected to merge into one cell, with only the text from the
top left cell remaining.
7. Highlight the cell range A1:D1 then click on the Merge and Centre button
8. Select the cells A2:B2 and click on the Merge and Centre button
9. Select the cells C2:D2 and click on the Merge and Centre button
10. Align the Price List heading to the Left
11. Align Summer 2017 to the Right and Price in D4 to the Centre
Vertical alignment is to align the entry to the top, centre or bottom of the cell,
or justify it so that it is spread evenly. Some alignment can be applied directly
from the ribbon while the Justify option is only available in the dialog box.
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3. Click on the Middle Align button
4. Click on the Top Align button again
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5. Resize the height of Row 4 to be 39.00
6. Format all rows to be Top Align
7. Highlight Row 4 and format it to be Bottom Align
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Insert Rows
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