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159 Lecture 1 – Fall 2009 Introduction to Excel

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Page 1: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

159 Lecture 1 – Fall 2009

Introduction to Excel

Page 2: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

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Excel 2003 Definitions and Terminology

Title Bar

Name Box

Sheet Tab

Cell D15

Formula Bar

Row 15

Column D

Standard Toolbar

PulldownMenus

Page 3: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

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Excel 2003 Definitions and Terminology

Label (text)Constant (number)

Formula (function) Notice that the formula in B8 appears in the Formula Bar

Page 4: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

Excel 2007 Definitions and Terminology

44

Title Bar

Name Box

Sheet Tab

Cell D15

Formula Bar

Row 15

Column D

Ribbon

Menu Button

Home Tab

Office Button

WorkbookView Shortcut

ZoomSlider

Page 5: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

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To show contents of cells, use ctrl` or on the Formulas tab, in the Formula Auditing group, click Show Formulas.

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Example 1: Use Excel to create the following Grade Book

159 Grades Exam 1 Exam 2 Exam 3 Homework Participation Final Project Total Points Percent Grade

Name/Points Possible 50 50 50 250 100 100 600 1 A

Aristotle, R. 30 34 25 151 45 80 365 61% D-

Einstein, A. 35 19 43 246 70 99 512 85% B

Galois, E. 34 27 38 247 34 95 475 79% C+

Gauss, K. 45 50 38 172 87 66 458 76% C

Noether, E. 48 43 44 225 64 96 520 87% B+

AVERAGE 38 35 38 208 60 87 466 78% C+

Page 7: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

Ideas used for Example 1

Entering labels, constants, and formulas

Formatting cells (font, alignment, number)

Adjusting column width and row height

Fill down and fill right Built-in functions AVERAGE and SUM

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Page 8: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

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  Monday Tuesday Wednesday Thursday Friday

10:00159 - 001

 

159 - 001

 

159 - 00110:30

11:00

11:30

12:00Lunch Lunch Lunch

12:30

13:00  Faculty

Meeting

13:30

14:00UPC

159 - 00214:30

15:00159 - 002 159 - 002

15:20

49816:00Office* Office*

TechnologyCommittee 16:30

*Or by appointment

Example 2: Use Excel to make a Semester Schedule

Page 9: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

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Ideas used for Example 2

Fill Handle Merge and Center Fill Color Borders Hyperlink

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Example 3: Use Excel to create a plot of Toad Growth

The following table shows the land area in Australia colonized by the American marine toad (Bufo marinis).

Let’s make a plot of Year vs. Area on a Cartesian coordinate system (Year is on the x – axis …)

Year Area(km^2)

1939 32800

1944 55800

1949 73600

1954 138000

1959 202000

1964 257000

1969 301000

1974 584000

Page 11: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

Making a Chart Open up a blank Excel

worksheet and enter the data for the toad population of Australia over time in the first two columns.

Highlight the cells with data including headings.

On the Insert tab, look in the Charts group for the different types of charts that can be chosen.

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Page 12: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

Step 1 – Chart Type The first thing we need to do

is to choose an appropriate chart to display the data – in this case we want to show the relationship between the toad population and a given year.

By moving the cursor over a type of chart, you will get a description of how the chart can be used.

A scatter plot compares pairs of values.

Click on the Scatter chart type and choose Scatter with only Markers (the top-left-most chart).

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Page 13: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

Step 2 – Chart Design and Location A chart will appear in

the sheet. In the Design tab

(under Chart Tools), use the Chart Layout and Chart Styles menus to adjust your chart if needed.

Choose a chart layout without any horizontal lines.

Also note that the chart can be moved to its own sheet via the Move Chart Location menu.

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Page 14: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

Step 3 – Chart Options In the Layout tab,

under the Design Tools, use the appropriate menus to remove the legend, add a Chart Title, and add axis labels (Axis Titles).

Other chart features can be adjusted from these menus.

For example, we can add a trendline.

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Page 15: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

Adding a Trendline Once we have a scatter plot,

we can try to find a curve that fits the data.

The simplest type of curve is a straight line or “best fit line”.

Right click on any data point in the chart and choose Add Trendline.

In the new window, choose Linear for the Trend/Regression Type and check the Display Equation on Chart box.

Here is the resulting chart with trendline included!

In this case, the best fit line is y = 13568 x – 3*10^7.

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Page 16: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

Making a Chart “Automatically” A chart can also be

made by highlighting the data to be put in the chart and pressing the F11 key.

The default chart is a bar chart.

From the Change Chart Type menu you can choose a new chart type and perform the same steps as above!

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Page 17: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

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Importing data from a text file Often the data we

need is given as ASCII characters in a text file.

We can use Excel to open the file and help put the data into into “more usable” form.

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Importing data from a text file (cont.)

From Excel, open up the text file that contains the data, with commas or spaces between each piece of data.

The Text Import Wizard will appear!

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The Text Wizard Choose “Delimited”

and click Next. Choose Comma in

the Check-box and click Next.

Set the column formats and choose Finish.

The data should be in Excel!

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Ideas used for Example 3

Making a chart with the Chart Wizard Using F11 to create a chart

automatically Importing data from a text file

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Example 4: Create the following Function Table!

n n^2 n^3 4n^3+n^2-1 1+2+ … + n

1 1 1 4 1

2 4 8 35 3

3 9 27 116 6

4 16 64 271 10

5 25 125 524 15

6 36 216 899 21

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Example 4 (cont.) Creating the first three columns in the table for

Example 4 with user-defined functions is straightforward.

For the last column, notice that if we let x(n) = 1+2+ … + n, then we have

x(1) = 1 x(2) = 3 = 1 + 2 = x(1) + 2 x(3) = 6 = 1 + 2 + 3 = x(2) + 3 … In general, x(n) = x(n-1) + n for n ≥ 2. Functions like this are called recurrence relations and

can be implemented with Excel!

Page 23: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

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Example 4 (cont.)

Page 24: 159 Lecture 1 – Fall 2009 Introduction to Excel. 2 Excel 2003 Definitions and Terminology Title Bar Name Box Sheet Tab Cell D15 Formula Bar Row 15 Column

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Example 4 (cont.) To print out a table

that appears on more than one page, choose the Page Layout tab.

Then choose either Print Titles or the dropdown menu from the Page Setup group.

Click on the Sheet tab and choose the rows to repeat at the top of each page!

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Ideas used for Example 4

Fill handle Fill down Creating a formula Page setup for printing Recurrence relation

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Example 5: Sorting Data Excel is excellent for

sorting data in lists or tables!

For example, suppose we wish to sort a list of famous mathematicians by given Birth Year, Name, and Birth Year followed by Name!

First put the data into an Excel worksheet with Birth Year in column A and Name in column B.

Birth Year Name Birth Year Name

1584 Vernier 1840 Henrici

1646 Flamsteed 1852 Le, P.

1736 Bring 1900 Aiken

1739 Klügel 1878 Bernstein, F.

1939 Baker 1909 Black

1852 Frattini 1920 Pillai

1888 Courant 1946 Margulis

1924 Cohn 1880 Bernstein, S.

1942 Hawking 1796 Bienaymé

1814 Wantzel 1801 Cournot

1819 Adams 1867 Bôcher

1883 Keynes 1883 Schouten

1816 Wolf 1910 Turán

1905 Dubreil-Jacotin 1910 Koopmans

1906 Feller 1911 Kakutani

1922 Marchenko 1939 Kingman

1818 Joachimsthal    

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Example 5 (cont.) To sort by Birth

Year, click on any cell in the Birth Year column (column A).

Then click on the Sort Smallest to Largest button.

Repeat with column B to sort by Name!

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Example 5 (cont.) Another option is to

choose a cell within the data you wish to sort.

Then click on the Data tab and choose Sort.

The Sort menu allows recursive sorting in either ascending or descending order!

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Example 5 (cont.) When working with

data, a useful tool for choosing portions of the data is the AutoFilter.

Select a cell in the data you wish to study, click on the Data tab, and choose the Filter button.

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Example 5 (cont.) With the AutoFilter,

you can look at subsets of the data, for example the mathematicians born between 1600 and 1899.

To do so, choose the Number Filters menu in the first column and fill in the Custom AutoFilter accordingly.

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Ideas used for Example 5

Sort Smallest to Largest button Sort menu AutoFilter

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Homework 1 (due Friday, 8/28/09)

1. Read the Excel Tutorial posted on our class web page, take the online quiz, and turn in a printed copy of your quiz and quiz score at the beginning of class.