Thursday, March 27, 2014

Excel Pivot Tables

Excel pivot tables are very useful and powerful feature of MS Excel. They can be used to summarize, analyze, explore and present your data.
In plain English, it means, you can take the sales data with columns like salesman, region and product-wise revenues and use pivot tables to quickly find out how products are performing in each region.
In this tutorial, we will learn what is a pivot table and how to make a pivot table using excel.
Excel Pivot Tables: Tutorial

Example uses of Pivot Tables

As I said before pivot tables are very powerful and useful. There are numerous uses of pivot tables that we can talk about them until Christmas.
Here are some example uses of pivot tables:
  • Summarizing data like finding the average sales for each region for each product from a product sales data table.
  • Listing unique values in any column of a table.
  • Creating a pivot report with sub-totals and custom formats
  • Making a dynamic pivot chart
  • Filtering, sorting, drilling-down data in the reports without writing one formula or macro.
  • Transposing data – i.e. moving rows to columns or columns to rows. [learn more]
  • Linking data sources outside excel and be able to make pivot reports out of such data.

Excel Pivot Table Tutorial: How to create your first pivot table

Let us make your first pivot table. We will use example data in the following format.
Pivot Tables in Excel - Tutorial
Step 1:  Select the data
Select the data range from which you want to make the pivot table.
Insert Pivot Table in Excel WorksheetStep 2:  Go to Insert ribbon and click on new Pivot table option
To insert a new pivot table in to your spreadsheet, go to Insert ribbon and click pivot table icon and select pivot table option.
Step 3:  Select the target cell where you want to place the pivot table. For starters, select New worksheet.
Excel will display a pivot table wizard where you can specify the pivot table target location etc. Select “New worksheet” option and your pivot table will be placed in newly created worksheet.
Step 4:  Make your first pivot report
The pivot report UI is very intuitive and sandbox like. To make powerful analysis, all you have to do is drag and drop fields in to the pivot table grid area. In excel 2007, you can also control this by using the “Pivot table panel”.
The pivot report is divided in to header and body sections. You can drag and drop the fields you want in each area. The body itself contains three parts. Rows, Columns and Cells. You can use any fields in these areas too.
For the above sample data, I have set this criteria:
Pivot Table Settings - Row, Column, Header and content settings
And the outcome is this pivot report.
Example Pivot Report - Excel Pivot Tables
It might be a bit difficult to understand how this works. But believe me, if you have seen any reports or worked with any other reporting systems, then the idea of pivot tables, pivot reports and pivot charts becomes quite simple to you.
You can use the excel pivot table features to make a more complicated pivot report like this in no time.
Example Pivot Report - A very detailed Pivot Table with sub-totals and totals

See the Video Tutorial of making Pivot Table in Excel




Some useful tips on Excel Pivot Tables

  • You can apply any formatting to the pivot tables. MS Excel has some very good pivot table formats (and they are better in Excel 2007 and 2010).
  • You can easily change the pivot table summary formulas. Right click on pivot table and select “summarize data by” option.
  • You can also apply conditional formatting on pivot tables although you may want to be a bit careful as pivot tables scale in size depending on the data.
  • Whenever the original data from which pivot tables are constructed, just right click on the pivot table and select “Refresh Data” option.
  • If you want to drill down on a particular summary value, just double click on it. Excel will create a new sheet with the data corresponding to that pivot report value. (This is extremely useful)
  • Making a pivot chart from a pivot table is very simple. Just click on the pivot chart icon from tool bar or Options ribbon area and follow the wizard.

Tuesday, March 25, 2014

ADVANCED EXCEL SKILLS

Now a days, many jobs require advanced Excel skills. Naturally, you are interested to know what are theseAdvanced Excel Skills?Based on my experience of training more than 3,000 students in various online & physical training programs, the following 9 areas form the core of advanced Excel skills.





ADVANCED FORMULAS


Formulas make Excel smart. With out them, Excel is just a data keeping tool. But by using formulas, you can crunch data, analyze it and get answers to most complex questions. While anyone can use a simple SUM or IF formula, an advanced user of it would be able to seamlessly write & combine formulas like SUMIFS, SUMPRODUCT, INDEX, MATCH, LOOKUP formulas. Apart from knowing the formulas, advanced Excel users know how to debug them, audit them and how to use which formula for which occasion (and they also know few alternatives for any given formula problem).


TABLES & FORMATTING


Advanced Excel users know how to structure & present their data so that it looks impressive. Good understanding of Excel features like tables, cell styles, formatting options is necessary to make awesome Excel workbooks.


CONDITIONAL FORMATTING


Conditional formatting is a powerful feature in Excel that is often underutilized. By using conditional formatting, you can tell Excel to highlight portions of your data that meet any given condition. For example: highlighting top 10 customers, below average performing employees etc. While anyone can set up simple conditional formatting rules, an advanced Excel user can do a lot more. They can combine formulas with conditional formatting to highlight data that meets almost any condition.

PIVOT TABLES & PIVOT REPORTING

Pivot tables & pivot reporting allows us to analyze massive amounts of data & answer questions with just a few clicks. Advanced users of Excel are very familiar with various features of Pivot tables & can use them really well. Some of the advanced pivot table features are – grouping, slicers, calculations & summary by different type of metrics.

ADVANCED CHARTING

There is no use if all your analysis is buried in a massive spreadsheet. Advanced users of Excel know that by using charts, we can communicate effectively and present results in a stunning manner. The skills required for advanced charting are,
  1. Knowing how to pick right type of chart for any situation
  2. Ability to combine various charts in to one
  3. Use features like in-cell charts & conditional formatting charts
  4. Ability to set up dynamic & interactive charts
  5. Use sparklines


Monday, March 24, 2014

Entering Excel Formulas and Formatting Data

Lesson 1 familiarized you with the Excel 2007 window, taught you how to move around the window, and how to enter data. A major strength of Excel is that you can perform mathematical calculations and format your data. In this lesson, you learn how to perform basic mathematical calculations and how to format text and numerical data. To start this lesson, open Excel.

Set the Enter Key Direction

In Microsoft Excel, you can specify the direction the cursor moves when you press the Enter key. In the exercises that follow, the cursor must move down one cell when you press Enter. You can use the Direction box in the Excel Options pane to set the cursor to move up, down, left, right, or not at all. Perform the steps that follow to set the cursor to move down when you press the Enter key.


  1. Click the Microsoft Office button. A menu appears.
  2. Click Excel Options in the lower-right corner. The Excel Options pane appears.
Excel Options Pane


  1. Click Advanced.
  2. If the check box next to After Pressing Enter Move Selection is not checked, click the box to check it.
  3. If Down does not appear in the Direction box, click the down arrow next to the Direction box and then click Down.
  4. Click OK. Excel sets the Enter direction to down.

Perform Mathematical Calculations

In Microsoft Excel, you can enter numbers and mathematical formulas into cells. Whether you enter a number or a formula, you can reference the cell when you perform mathematical calculations such as addition, subtraction, multiplication, or division. When entering a mathematical formula, precede the formula with an equal sign. Use the following to indicate the type of calculation you wish to perform:
+ Addition
- Subtraction
* Multiplication
/ Division
^ Exponential
In the following exercises, you practice some of the methods you can use to move around a worksheet and you learn how to perform mathematical calculations. Refer to Lesson 1 to learn more about moving around a worksheet.

EXERCISE 1

Addition

Addition Example
  1. Type Add in cell A1.
  2. Press Enter. Excel moves down one cell.
  3. Type in cell A2.
  4. Press Enter. Excel moves down one cell.
  5. Type 1 in cell A3.
  6. Press Enter. Excel moves down one cell.
  7. Type =A2+A3 in cell A4.
  8. Click the check mark on the Formula bar. Excel adds cell A1 to cell A2 and displays the result in cell A4. The formula displays on the Formula bar.
Note: Clicking the check mark on the Formula bar is similar to pressing Enter. Excel records your entry but does not move to the next cell.

Subtraction

Go To Dialog Box
  1. Press F5. The Go To dialog box appears.
  2. Type B1 in the Reference field.
  3. Press Enter. Excel moves to cell B1.
Subtraction Example
  1. Type Subtract.
  2. Press Enter. Excel moves down one cell.
  3. Type 6 in cell B2.
  4. Press Enter. Excel moves down one cell.
  5. Type 3 in cell B3.
  6. Press Enter. Excel moves down one cell.
  7. Type =B2-B3 in cell B4.
  8. Click the check mark on the Formula bar. Excel subtracts cell B3 from cell B2 and the result displays in cell B4. The formula displays on the Formula bar.

Multiplication

  1. Hold down the Ctrl key while you press "g" (Ctrl+g). The Go To dialog box appears.
  2. Type C1 in the Reference field.
  3. Press Enter. Excel moves to cell C1
  4. Type Multiply.
  5. Press Enter. Excel moves down one cell.
  6. Type 2 in cell C2.
  7. Press Enter. Excel moves down one cell.
  8. Type 3 in cell C3.
  9. Press Enter. Excel moves down one cell.
  10. Type =C2*C3 in cell C4.
  11. Click the check mark on the Formula bar. Excel multiplies C1 by cell C2 and displays the result in cell C3. The formula displays on the Formula bar.

Division

  1. Press F5.
  2. Type D1 in the Reference field.
  3. Press Enter. Excel moves to cell D1.
  4. Type Divide.
  5. Press Enter. Excel moves down one cell.
  6. Type 6 in cell D2.
  7. Press Enter. Excel moves down one cell.
  8. Type 3 in cell D3.
  9. Press Enter. Excel moves down one cell.
  10. Type =D2/D3 in cell D4.
  11. Click the check mark on the Formula bar. Excel divides cell D2 by cell D3 and displays the result in cell D4. The formula displays on the Formula bar.
When creating formulas, you can reference cells and include numbers. All of the following formulas are valid:
=A2/B2
=A1+12-B3
=A2*B2+12
=24+53

AutoSum

You can use the AutoSum button AutoSum Button on the Home tab to automatically add a column or row of numbers. When you press the AutoSum button AutoSum Button, Excel selects the numbers it thinks you want to add. If you then click the check mark on the Formula bar or press the Enter key, Excel adds the numbers. If Excel's guess as to which numbers you want to add is wrong, you can select the cells you want.

EXERCISE 2

AutoSum

The following illustrates AutoSum:
AutoSum Example
  1. Go to cell F1.
  2. Type 3.
  3. Press Enter. Excel moves down one cell.
  4. Type 3.
  5. Press Enter. Excel moves down one cell.
  6. Type 3.
  7. Press Enter. Excel moves down one cell to cell F4.
  8. Choose the Home tab.
  9. Click the AutoSum button AutoSum Button in the Editing group. Excel selects cells F1 through F3 and enters a formula in cell F4.
  1. Press Enter. Excel adds cells F1 through F3 and displays the result in cell F4.

Perform Automatic Calculations

By default, Microsoft Excel recalculates the worksheet as you change cell entries. This makes it easy for you to correct mistakes and analyze a variety of scenarios.

EXERCISE 3

Automatic Calculation

Make the changes described below and note how Microsoft Excel automatically recalculates.
Automatic Recalculation Example
  1. Move to cell A2.
  2. Type 2.
  3. Press the right arrow key. Excel changes the result in cell A4. Excel adds cell A2 to cell A3 and the new result appears in cell A4.
  4. Move to cell B2.
  5. Type 8.
  6. Press the right arrow key.  Excel subtracts cell B3 from cell B3 and the new result appears in cell B4.
  7. Move to cell C2.
  8. Type 4.
  9. Press the right arrow key. Excel multiplies cell C2 by cell C3 and the new result appears in cell C4.
  10. Move to cell D2.
  11. Type 12.
  12. Press the Enter key. Excel divides cell D2 by cell D3 and the new result appears in cell D4.

Align Cell Entries

When you type text into a cell, by default your entry aligns with the left side of the cell. When you type numbers into a cell, by default your entry aligns with the right side of the cell. You can change the cell alignment. You can center, left-align, or right-align any cell entry. Look at cells A1 to D1. Note that they are aligned with the left side of the cell.
Align Left Example

EXERCISE 4

Center

To center cells A1 to D1:
Align Center Example
  1. Select cells A1 to D1.
  2. Choose the Home tab.
  3. Click the Center button Center Button in the Alignment group. Excel centers each cell's content.

Left-Align

To left-align cells A1 to D1:
Align Left Example
  1. Select cells A1 to D1.
  2. Choose the Home tab.
  3. Click the Align Text Left Align Text Left button in the Alignment group. Excel left-aligns each cell's content.

Right-Align

To right-align cells A1 to D1:
Align Left Example
  1. Select cells A1 to D1. Click in cell A1.
  2. Choose the Home tab.
  3. Click the Align Text Right Align Text Right button. Excel right-aligns the cell's content.
  4. Click anywhere on your worksheet to clear the highlighting.
Note: You can also change the alignment of cells with numbers in them by using the alignment buttons.

Perform Advanced Mathematical Calculations

When you perform mathematical calculations in Excel, be careful of precedence. Calculations are performed from left to right, with multiplication and division performed before addition and subtraction.

EXERCISE 5

Advanced Calculations

  1. Move to cell A7.
  2. Type =3+3+12/2*4.
  3. Press Enter.
Note: Microsoft Excel divides 12 by 2, multiplies the answer by 4, adds 3, and then adds another 3. The answer, 30, displays in cell A7.
Precedence Example
To change the order of calculation, use parentheses. Microsoft Excel calculates the information in parentheses first.
  1. Double-click in cell A7.
  2. Edit the cell to read =(3+3+12)/2*4.
  3. Press Enter.
Note: Microsoft Excel adds 3 plus 3 plus 12, divides the answer by 2, and then multiplies the result by 4. The answer, 36, displays in cell A7.
Precedence Example 2

Copy, Cut, Paste, and Cell Addressing

In Excel, you can copy data from one area of a worksheet and place the data you copied anywhere in the same or another worksheet. In other words, after you type information into a worksheet, if you want to place the same information somewhere else, you do not have to retype the information. You simple copy it and then paste it in the new location.
You can use Excel's Cut feature to remove information from a worksheet.  Then you can use the Paste feature to place the information you cut anywhere in the same or another worksheet.   In other words, you can move information from one place in a worksheet to another place in the same or different worksheet by using the Cut and Paste features.
Microsoft Excel records cell addresses in formulas in three different ways, called absoluterelative, and mixed. The way a formula is recorded is important when you copy it. With relative cell addressing, when you copy a formula from one area of the worksheet to another, Excel records the position of the cell relative to the cell that originally contained the formula. With absolute cell addressing, when you copy a formula from one area of the worksheet to another, Excel references the same cells, no matter where you copy the formula. You can use mixed cell addressing to keep the row constant while the column changes, or vice versa. The following exercises demonstrate.

EXERCISE 6

Copy, Cut, Paste, and Cell Addressing

  1. Move to cell A9.
  2. Type 1. Press Enter. Excel moves down one cell.
  3. Type 1. Press Enter. Excel moves down one cell.
  4. Type 1. Press Enter. Excel moves down one cell.
  5. Move to cell B9.
  6. Type 2. Press Enter. Excel moves down one cell.
  7. Type 2. Press Enter. Excel moves down one cell.
  8. Type 2. Press Enter. Excel moves down one cell.
In addition to typing a formula as you did in Lesson 1, you can also enter formulas by using Point mode. When you are in Point mode, you can enter a formula either by clicking on a cell or by using the arrow keys.
  1. Move to cell A12.
  2. Type =.
  3. Use the up arrow key to move to cell A9.
  4. Type +.
  5. Use the up arrow key to move to cell A10.
  6. Type +.
  7. Use the up arrow key to move to cell A11.
  8. Click the check mark on the Formula bar. Look at the Formula bar. Note that the formula you entered is displayed there.
Relative Cell Address Example

Copy with the Ribbon

To copy the formula you just entered, follow these steps:
Copy Example
  1. You should be in cell A12.
  2. Choose the Home tab.
  3. Click the Copy Copy Button button in the Clipboard group. Excel copies the formula in cell A12.
Paste Example
  1. Press the right arrow key once to move to cell B12.
  2. Click the Paste Paste Button button in the Clipboard group. Excel pastes the formula in cell A12 into cell B12.
  3. Press the Esc key to exit the Copy mode.
Compare the formula in cell A12 with the formula in cell B12 (while in the respective cell, look at the Formula bar). The formulas are the same except that the formula in cell A12 sums the entries in column A and the formula in cell B12 sums the entries in column B. The formula was copied in a relative fashion.
Before proceeding with the next part of the exercise, you must copy the information in cells A7 to B9 to cells C7 to D9. This time you will copy by using the Mini toolbar.

Copy with the Mini Toolbar

Copy Example
  1. Select cells A9 to B11. Move to cell A9. Press the Shift key. While holding down the Shift key, press the down arrow key twice. Press the right arrow key once. Excel highlights A9 to B11.
  2. Right-click. A context menu and a Mini toolbar appear.
  3. Click Copy, which is located on the context menu. Excel copies the information in cells A9 to B11.
Paste Example
  1. Move to cell C9.
  2. Right-click. A context menu appears.
  3. Click Paste. Excel copies the contents of cells A9 to B11 to cells C9 to C11.
Paste Result
  1. Press Esc to exit Copy mode.

Absolute Cell Addressing

You make a cell address an absolute cell address by placing a dollar sign in front of the row and column identifiers. You can do this automatically by using the F4 key. To illustrate:
  1. Move to cell C12.
  2. Type =.
  3. Click cell C9.
  4. Press F4. Dollar signs appear before the C and the 9.
  5. Type +.
  6. Click cell C10.
  7. Press F4. Dollar signs appear before the C and the 10.
  8. Type +.
  9. Click cell C11.
  10. Press F4. Dollar signs appear before the C and the 11.
  11. Click the check mark on the formula bar. Excel records the formula in cell C12.
Record Formula

Copy and Paste with Keyboard Shortcuts

Keyboard shortcuts are key combinations that enable you to perform tasks by using the keyboard. Generally, you press and hold down a key while pressing a letter. For example, Ctrl+c means you should press and hold down the Ctrl key while pressing "c." This tutorial notates key combinations as follows:
Press Ctrl+c.
Now copy the formula from C12 to D12. This time, copy by using keyboard shortcuts.
  1. Move to cell C12.
  2. Hold down the Ctrl key while you press "c" (Ctrl+c). Excel copies the contents of cell C12.
  3. Press the right arrow once. Excel moves to D12.
  4. Hold down the Ctrl key while you press "v" (Ctrl+v). Excel pastes the contents of cell C12 into cell D12.
  5. Press Esc to exit the Copy mode.
Paste Result
Compare the formula in cell C12 with the formula in cell D12 (while in the respective cell, look at the Formula bar). The formulas are exactly the same. Excel copied the formula from cell C12 to cell D12. Excel copied the formula in anabsolute fashion. Both formulas sum column C.

Mixed Cell Addressing

You use mixed cell addressing to reference a cell when you want to copy part of it absolute and part relative. For example, the row can be absolute and the column relative. You can use the F4 key to create a mixed cell reference.
  1. Move to cell E1.
  2. Type =.
  3. Press the up arrow key once.
  4. Press F4.
  5. Press F4 again. Note that the column is relative and the row is absolute.
  6. Press F4 again. Note that the column is absolute and the row is relative.
  7. Press Esc.

Cut and Paste

You can move data from one area of a worksheet to another.
Cut & Paste Example
  1. Select cells D9 to D12
  2. Choose the Home tab.
  3. Click the Cut Cut Button button.
  4. Move to cell G1.
Cut and Paste Result
  1. Click the Paste button Paste Button. Excel moves the contents of cells D9 to D12 to cells G1 to G4.
The keyboard shortcut for Cut is Ctrl+x. The steps for cutting and pasting with a keyboard shortcut are:
  1. Select the cells you want to cut and paste.
  2. Press Ctrl+x.
  3. Move to the upper-left corner of the block of cells into which you want to paste.
  4. Press Ctrl+v. Excel cuts and pastes the cells you selected.

Insert and Delete Columns and Rows

You can insert and delete columns and rows. When you delete a column, you delete everything in the column from the top of the worksheet to the bottom of the worksheet. When you delete a row, you delete the entire row from left to right. Inserting a column or row inserts a completely new column or row.

EXERCISE 7

Insert and Delete Columns and Rows

To delete columns F and G:
Delete columns
  1. Click the column F indicator and drag to column G.
  2. Click the down arrow next to Delete in the Cells group. A menu appears.
  3. Click Delete Sheet Columns. Excel deletes the columns you selected.
  4. Click anywhere on the worksheet to remove your selection.
To delete rows 7 through 12:
Delete Rows
  1. Click the row 7 indicator and drag to row 12.
  2. Click the down arrow next to Delete in the Cells group. A menu appears.
  3. Click Delete Sheet Rows. Excel deletes the rows you selected.
  4. Click anywhere on the worksheet to remove your selection.
To insert a column:
  1. Click on A to select column A.
  2. Click the down arrow next to Insert in the Cells group. A menu appears.
  3. Click Insert Sheet Columns. Excel inserts a new column.
  4. Click anywhere on the worksheet to remove your selection.
To insert rows:
  1. Click on 1 and then drag down to 2 to select rows 1 and 2.
  2. Click the down arrow next to Insert in the Cells group. A menu appears.
  3. Click Insert Sheet Rows. Excel inserts two new rows.
  4. Click anywhere on the worksheet to remove your selection.
Your worksheet should look like the one shown here.
Your Worksheet

Create Borders

You can use borders to make entries in your Excel worksheet stand out. You can choose from several types of borders. When you press the down arrow next to the Border button Border Button, a menu appears. By making the proper selection from the menu, you can place a border on the top, bottom, left, or right side of the selected cells; on all sides; or around the outside border. You can have a thick outside border or a border with a single-line top and a double-line bottom. Accountants usually place a single underline above a final number and a double underline below. The following illustrates:

EXERCISE 8

Create Borders

Select Cells
  1. Select cells B6 to E6.
Select Border
  1. Choose the Home tab.
  2. Click the down arrow next to the Borders button Border Button. A menu appears.
  3. Click Top and Double Bottom Border. Excel adds the border you chose to the selected cells.
Border Result

Merge and Center

Sometimes, particularly when you give a title to a section of your worksheet, you will want to center a piece of text over several columns or rows. The following example shows you how.

EXERCISE 9

Merge and Center

Merge and Center Example
  1. Go to cell B2.
  2. Type Sample Worksheet.
  3. Click the check mark on the Formula bar.
  4. Select cells B2 to E2.
  5. Choose the Home tab.
  6. Click the Merge and Center button Merger & Center Button in the Alignment group. Excel merges cells B2, C2, D2, and E2 and then centers the content.
Merge and Center Result
Note: To unmerge cells:
  1. Select the cell you want to unmerge.
  2. Choose the Home tab.
  3. Click the down arrow next to the Merge and Center button.Merge & Center Button A menu appears.
  4. Click Unmerge Cells. Excel unmerges the cells.

Add Background Color

To make a section of your worksheet stand out, you can add background color to a cell or group of cells.

EXERCISE 10

Add Background Color

Select Cells
  1. Select cells B2 to E3.
Fill Color Example
  1. Choose the Home tab.
  2. Click the down arrow next to the Fill Color button Fill Color Button.
  3. Click the color dark blue. Excel places a dark blue background in the cells you selected.
Fill Color Result

Change the Font, Font Size, and Font Color

A font is a set of characters represented in a single typeface. Each character within a font is created by using the same basic style. Excel provides many different fonts from which you can choose. The size of a font is measured in points. There are 72 points to an inch. The number of points assigned to a font is based on the distance from the top to the bottom of its longest character. You can change the Font, Font Size, and Font Color of the data you enter into Excel.

EXERCISE 11

Change the Font

  1. Select cells B2 to E3.
Select a Font
  1. Choose the Home tab.
  2. Click the down arrow next to the Font box. A list of fonts appears. As you scroll down the list of fonts, Excel provides a preview of the font in the cell you selected.
  3. Find and click Times New Roman in the Font box. Note: If Times New Roman is your default font, click another font. Excel changes the font in the selected cells.

Change the Font Size

Select a Font Size
  1. Select cell B2.
  2. Choose the Home tab.
  3. Click the down arrow next to the Font Size box. A list of font sizes appears. As you scroll up or down the list of font sizes, Excel provides a preview of the font size in the cell you selected.
  4. Click 26. Excel changes the font size in cell B2 to 26.

Change the Font Color

Change Font Color
  1. Select cells B2 to E3.
  2. Choose the Home tab.
  3. Click the down arrow next to the Font Color button Font Color Button.
  4. Click on the color white. Your font color changes to white.
Your worksheet should look like the one shown here.
Final Worksheet

Move to a New Worksheet

In Microsoft Excel, each workbook is made up of several worksheets. Each worksheet has a tab. By default, a workbook has three sheets and they are named sequentially, starting with Sheet1. The name of the worksheet appears on the tab. Before moving to the next topic, move to a new worksheet. The exercise that follows shows you how.

EXERCISE 12

Move to a New Worksheet

  • Click Sheet2 in the lower-left corner of the screen. Excel moves to Sheet2.
Sheet Tab

Bold, Italicize, and Underline

When creating an Excel worksheet, you may want to emphasize the contents of cells by bolding, italicizing, and/or underlining. You can easily bold, italicize, or underline text with Microsoft Excel. You can also combine these features—in other words, you can bold, italicize, and underline a single piece of text.
In the exercises that follow, you will learn different methods you can use to bold, italicize, and underline.

EXERCISE 13

Bold with the Ribbon

Bold Example

  1. Type Bold in cell A1.
  2. Click the check mark located on the Formula bar.
  3. Choose the Home tab.
  4. Click the Bold button Bold Button. Excel bolds the contents of the cell.
  5. Click the Bold button Bold Button again if you wish to remove the bold.

Italicize with the Ribbon

Italic Example
  1. Type Italic in cell B1.
  2. Click the check mark located on the Formula bar.
  3. Choose the Home tab.
  4. Click the Italic button Italic Button. Excel italicizes the contents of the cell.
  5. Click the Italic button Italic Button again if you wish to remove the italic.

Underline with the Ribbon

Microsoft Excel provides two types of underlines. The exercises that follow illustrate them.
Single Underline:
Single Underline Example
  1. Type Underline in cell C1.
  2. Click the check mark located on the Formula bar.
  3. Choose the Home tab.
  4. Click the Underline button Underline Button. Excel underlines the contents of the cell.
  5. Click the Underline button Underline Button again if you wish to remove the underline.

Double Underline

Double Underline Example
  1. Type Underline in cell D1.
  2. Click the check mark located on the Formula bar.
  3. Choose the Home tab.
  4. Click the down arrow next to the Underline button Underline Button and then click Double Underline. Excel double-underlines the contents of the cell. Note that the Underline button changes to the button shown here Double Underline Button, a D with a double underline under it. Then next time you click the Underline button, you will get a double underline. If you want a single underline, click the down arrow next to the Double Underline button Double Underline Button and then choose Underline.
  5. Click the double underline button again if you wish to remove the double underline.

Bold, Underline, and Italicize

  1. Type All three in cell E1.
  2. Click the check mark located on the Formula bar.
  3. Choose the Home tab.
  4. Click the Bold button Bold Button. Excel bolds the cell contents.
  5. Click the Italic button Italic Button. Excel italicizes the cell contents.
  6. Click the Underline button Underline Button. Excel underlines the cell contents.

Alternate Method: Bold with Shortcut Keys

  1. Type Bold in cell A2.
  2. Click the check mark located on the Formula bar.
  3. Hold down the Ctrl key while pressing "b" (Ctrl+b). Excel bolds the contents of the cell.
  4. Press Ctrl+b again if you wish to remove the bolding.

Alternate Method: Italicize with Shortcut Keys

  1. Type Italic in cell B2. Note: Because you previously entered the word Italic in column B, Excel may enter the word in the cell automatically after you type the letter I. Excel does this to speed up your data entry.
  2. Click the check mark located on the Formula bar.
  3. Hold down the Ctrl key while pressing "i" (Ctrl+i). Excel italicizes the contents of the cell.
  4. Press Ctrl+i again if you wish to remove the italic formatting.

Alternate Method: Underline with Shortcut Keys

  1. Type Underline in cell C2.
  2. Click the check mark located on the Formula bar.
  3. Hold down the Ctrl key while pressing "u" (Ctrl+u). Excel applies a single underline to the cell contents.
  4. Press Ctrl+u again if you wish to remove the underline.

Bold, Italicize, and Underline with Shortcut Keys

  1. Type All three in cell D2.
  2. Click the check mark located on the Formula bar.
  3. Hold down the Ctrl key while pressing "b" (Ctrl+b). Excel bolds the cell contents.
  4. Hold down the Ctrl key while pressing "i" (Ctrl+i). Excel italicizes the cell contents.
  5. Hold down the Ctrl key while pressing "u" (Ctrl+u). Excel applies a single underline to the cell contents.

Work with Long Text

Whenever you type text that is too long to fit into a cell, Microsoft Excel attempts to display all the text. It left-aligns the text regardless of the alignment you have assigned to it, and it borrows space from the blank cells to the right. However, a long text entry will never write over cells that already contain entries—instead, the cells that contain entries cut off the long text. The following exercise illustrates this.

EXERCISE 14

Work with Long Text

Type Long Text Example
  1. Move to cell A6.
  2. Type Now is the time for all good men to go to the aid of their army.
  3. Press Enter. Everything that does not fit into cell A6 spills over into the adjacent cell.
Enter Data in B6 Example
  1. Move to cell B6.
  2. Type Test.
  3. Press Enter. Excel cuts off the entry in cell A6.
Long Text Result
  1. Move to cell A6.
  2. Look at the Formula bar. The text is still in the cell.

Change A Column's Width

You can increase column widths. Increasing the column width enables you to see the long text.

EXERCISE 15

Change Column Width

Change Column Width Example
  1. Make sure you are in any cell under column A.
  2. Choose the Home tab.
  3. Click the down arrow next to Format in the Cells group.
  4. Click Column Width. The Column Width dialog box appears.
  5. Type 55 in the Column Width field.
  6. Click OK. Column A is set to a width of 55. You should now be able to see all of the text.
Change Column Width Result

Change a Column Width by Dragging

You can also change the column width with the cursor.
  1. Place the mouse pointer on the line between the B and C column headings. The mouse pointer should look like the one displayed here Width Pointer, with two arrows.
  2. Move your mouse to the right while holding down the left mouse button. The width indicator Width Indicator appears on the screen.
  3. Release the left mouse button when the width indicator shows approximately 20. Excel increases the column width to 20.

Format Numbers

You can format the numbers you enter into Microsoft Excel. For example, you can add commas to separate thousands, specify the number of decimal places, place a dollar sign in front of a number, or display a number as a percent.

EXERCISE 16

Format Numbers

Format Numbers Example
  1. Move to cell B8.
  2. Type 1234567.
  3. Click the check mark on the Formula bar.
Add Number format
  1. Choose the Home tab.
  2. Click the down arrow next to the Number Format box. A menu appears.
  3. Click Number. Excel adds two decimal places to the number you typed.
Add Comma Format
  1. Click the Comma Style button Comma Style Button . Excel separates thousands with a comma.
  2. Click the Accounting Number Format button Accounting Number. Excel adds a dollar sign to your number.
  3. Click twice on the Increase Decimal button Increase Decimal Button to change the number format to four decimal places.
  4. Click the Decrease Decimal button Decrease Decimal Buttonif you wish to decrease the number of decimal places.

Change a decimal to a percent.

Enter Decimal
  1. Move to cell B9.
  2. Type .35 (note the decimal point).
  3. Click the check mark on the formula bar.
Percent Result
  1. Choose the Home tab.
  2. Click the Percent Style button Percent Style Button. Excel turns the decimal to a percent.
This is the end of Lesson 2. You can save and close your file. See Lesson 1 to learn how to save and close a file.