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Microsoft Excel. Spreadsheet Software . What is a Database and what is it used for ?. A database is an organized collection of data related to a particular topic or purpose.
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Microsoft Excel Spreadsheet Software
What is a Database and what is it used for? • A database is an organized collection of data related to a particular topic or purpose. • The primary function of a database is to enable the user to organize and retrieve information in a manner defined by the user. Microsoft Excel 2000
Flat-File vs. Relational • A Flat-file database consists of a single database file or table which contains all the information about a topic. It does not physically link or point to other files. • A Relational database consists of multiple tables linked together by at least one common field. Microsoft Excel 2000
Products Table Supplier Table
Basic Concepts Microsoft Excel 2000
Basic terms • Columns have letter headings • Rows have number headings • Intersection of a row and a column is called a “cell” • Cells are basic building blocks of Excel column row cell Microsoft Excel 2000
Customizing the toolbar • If menus show recent commands only… • Tools/Customize/Options to turn it off, delay, or reset • If you can’t see all of the standard & format toolbars… • Tools/Customize/Options to break it into 2 separate toolbars Microsoft Excel 2000
Text and Numbers • Type in cell, appears in formula bar • Edit 3 ways • Backspace (if you’re still in cell) • D-click inside cell • Formula bar • Text has no value • Numbers (0-9) and symbols (+, /, *, -) have values, can use formulas • Negative numbers use - or ( ) Microsoft Excel 2000
Inserting, deleting, shifting cells • Insert/cells > to insert • R-click will do it too (context-sensitive) • Always above and to the left • Always reletters, renumbers • Edit/Delete > to delete Microsoft Excel 2000
Cutting, copying, pasting cells • Select first cell, then cut or copy • Select destination cell, then paste • For multiple pastes,Toolbars/Clipboard > Clipboard • 12 items stored on clipboard • Screentips shows you which one Microsoft Excel 2000
Text formats • Adjust text formats with: • Font and size pulldowns • B, I, U buttons • Font color pulldown • Fill color pulldown • Font style • Left, center, right buttons Microsoft Excel 2000
Numeric formats • Don’t type in commas or dollar signs – use Format/Cells/Number for numeric format options • Buttons for $ and , formats • Decimal increase, decrease buttons will round off, but don’t change value Microsoft Excel 2000
Alignment, size, rotation • Defaults: text left justify, numbers right justify • Change with alignment buttons • Format/Cells/Alignment for more alignment options • Wrap, shrink to fit, merge checkboxes for sizing problems • Rotate text with orientation box • Merge and center button useful for headings Microsoft Excel 2000
Sizing cells • Drag rows and columns to proper size by pulling borders • Choose all rows or cells and drag as one – it will evenly widen size • D-click border will auto-fit box to longest record Microsoft Excel 2000
Sheet formats • Format/Autoformat/Choose a style to automatically format a sheet • Options button allows only certain aspects to be chosen • Borders buttons to manipulate borders • Style painter button will copy styles – (1-click for 1 time use, 2-click to leave it on) • Paste special will allow you to copy certain aspects Microsoft Excel 2000
Formulas and logical functions Microsoft Excel 2000
Formulas • Always pick destination cell first • Always click = to begin (except autosum) • Autosum (∑ button) will automatically add a column of figures • If wrong, You can adjust by typing in formula bar Microsoft Excel 2000
Copying formulas • Drag by lower right-hand corner(cursor will be small black + sign, not big white + sign) • Relative referencing (i.e. - D9) – will change as cells are added or deleted • Absolute referencing ($D$9) – specified cell only – will not refigure Microsoft Excel 2000
Math functions • 4 main functions: + (add), - (subtract), / (divide), * (multiply) • Type it just like an algebraic formula (e.g. – e3*f3 means to multiply the value in cell e3 by the value in cell f3) Microsoft Excel 2000
Math functions (con’t) • For more complex formulas, click the = button, then pull down a function in upper right • Sum • Average • Min • Max • Count Microsoft Excel 2000
Ordering • 10 * 2 – 1 = 19 or 10? • Order of preference – which order excel will calculate expressions • PEDMAS • Parentheses • Exponents • Division • Multiplication • Addition • Subtraction Microsoft Excel 2000
Date and time functions • “Now” function, “today” function to capture time or day, choose format after the fact in Format/Cells/Number • Dates/times represent mathematical values • Date due minus date delivered to track lag time Microsoft Excel 2000
Logical functions • If statements – checks values and returns text on false and true statments • Or statements - returns true if any cell fits a condition • And statements – returns true if all cells fit a condition Microsoft Excel 2000
More functions • Financial functions • FV > Future value • PMT > Payment functions • Randomizing • RAND • Remember to set value, then cut and paste • SUMIF to count only certain values • COUNTBLANK to count blanks Microsoft Excel 2000
Previewing and printing Microsoft Excel 2000
Page setup • File/Page setup • Place to set up printing format – Use “Print preview” to check • Page setup – 4 tabs • Page (portrait vs. landscape, scaling, scale to fit) • Margins – set margins, center horz. And vert.) • Headers/footers – set standard or customized footers and headers here) • Sheet (print all or part of book/sheet?, repeat rows?, gridlines?) Microsoft Excel 2000
Setting and clearing print areas • To print part of worksheet • L-click and drag area you want • File/Print area/Set print area • Dashes show print area • File/Print/Chose “Selection” • Be sure and clear it when done Microsoft Excel 2000
Web page preview • File/Web page preview • Opens in new window • Tabs included • HTML code (View/Page source) Microsoft Excel 2000
Charts Microsoft Excel 2000
Chart Wizard • Use chart wizard icon • Wizard leads you through decision process • Choose chart type (press and hold for preview) • Define data range • Set titles, axes, gridlines, legends, labels • New sheet vs. embedded Microsoft Excel 2000
Modifying charts • Click and drag to include more cells, chart will change • L-Click on specific elements to choose them – R-click to get format options – change fill colors, fonts, gridlines, etc. • Change cell numbers, chart will change Microsoft Excel 2000
Inserting objects • Chart is an object • You can add others (pictures, clip art, logos, text boxes) • Size (use sizing boxes) and move (click and drag) them afterward This is a textbox, and an arrow pointing to clipart. Microsoft Excel 2000
Drawing toolbar • Icon next to Chart Wizard, or R-click in toolbars • Text box • Size it, start typing • Size and move when finished • Line and arrow buttons • Click and drag, use sizing boxes to manipulate • Multiple objects – group them before printing (hold down shift key, select all objects) Microsoft Excel 2000
Printing charts • If you only want to print chart, click chart, then File/Print Preview • To print whole page, click away from the chart Microsoft Excel 2000
Sorting and filtering Microsoft Excel 2000
Sorting caveat • Filtering masks, doesn’t change numbering • Sorting rearranges, changes numbering • BE CAREFUL – when sorting, click inside column, NOT in column letter • it will strip column from data when sorting • When filtering, you can use column Microsoft Excel 2000
Sorting • Click anywhere within column • Click ascending, descending order buttons • Data/Sort (for multiple sorts) Microsoft Excel 2000
Auto-filter • Select column letter • Data/Filter/Auto-filter • Click arrow, choose value, all records with that value will be shown • Notice the row numbering changes – and is in blue • If you don’t select column, Data/Filter/Auto-filter, and you can filter by multiple columns Microsoft Excel 2000
Restoring the List • Restore all or some • All > Data/Filter/Autofilter again • Some > choose column, arrow, then all Microsoft Excel 2000
Custom filter • Two criteria filter • Data/Filter/Autofilter/(Custom) • 1st agument, 1st value, 2nd argument, 2nd value • Wild cards (* and ?) can be used Microsoft Excel 2000
Subtotals • Choose cell within sheet • Total, Subtotal • Choose Column to separate by • Choose math function • Choose column with values • OK • Use levels on left to manipulate level of detail Microsoft Excel 2000
Managing workbooks Microsoft Excel 2000
Changing zoom setting • Zoom window allows you to choose percentage from 10-200% • Ctrl + mouse wheel does it too • Doesn’t change document, or print size, just your view • Zoom to any part of sheet by selecting it, choosing selection in zoom window Microsoft Excel 2000
Freezing and unfreezing columns and rows • Easy way to freeze certain areas of long spreadsheets • Click cell where you want the page to “break”, then Window/Freeze pane • Window will freeze columns and rows above and to the left of the cell you chose • Doesn’t change document, just your view • Window/Unfreeze pane to unfreeze Microsoft Excel 2000
Hiding and unhiding • For confidential data (salaries), or data you don’t want to see • Hidden data doesn’t print – good way to shrink size of large spreadsheets • Select column or row > R-click/Hide • To unhide, select columns or rows before and after hidden one, R-click, unhide Microsoft Excel 2000
Inserting and deleting sheets • Insert/Worksheet • Will insert to left • R-click on tab to delete Microsoft Excel 2000
Copying, renaming, moving sheets • D-click tab to rename, or Format/Sheet/Rename • Click and drag tab to move • To copy: • R-click on tab, choose “move or copy” • Choose sheet, check “make a copy” • Filename (2) will appear • Click and drag + Ctrl will copy as well Microsoft Excel 2000
Linking workbooks Microsoft Excel 2000
Linking formulas • Used to create hierarchies of data • 3-D formulas will reference cells from other sheets • Good for summarizing large amounts of data spread over several sheets Microsoft Excel 2000