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Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name [email protected] Position (123) 456-7890 University Name

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Page 1: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

Chapter 2: Excel Basics and Formatting

Spreadsheet-Based Decision Support Systems

Prof. Name [email protected] (123) 456-7890University Name

Page 2: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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Overview

2.1 Introduction 2.2 Defining the Set of Excel Objects 2.3 Entering Data into Cells 2.4 Understanding the Ribbon and Quick Access Toolbar 2.5 Formatting 2.6 Summary

Page 3: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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Introduction

The Excel object hierarchy

Basic data entry and data copying and pasting in cells

The Ribbon and Quick Access toolbars

Customizing the Ribbon and Quick Access toolbars

Formatting cells

Conditional formatting

Page 4: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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Defining the Set of Excel Objects

Objects: The elements manipulated in spreadsheet applications and VBA programming.

Object Hierarchy: An ordered listing of all objects.

Object Model: The entire system of objects.

Page 5: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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Entering Data into Cells

Simple values: Numbers and text that are entered into cells.

Click-and-drag: Used to copy a highlighted cell or range of cells to an adjacent cell or range of cells.

Copying a range of cells. Excel automatically numbers sequentially when copying from a pattern it recognizes.

Page 6: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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Understanding the Ribbon and Quick Access Toolbar

The Ribbon

The Quick Access Toolbar and Other Excel Interface Components

Customizing the Ribbon and Quick Access Toolbar

Page 7: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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The Ribbon

The Ribbon consists of nine main Tabs: Home, Insert, Page Layout, Formulas, Data, Review, View, Developer and Add-Ins.

Each tab includes a number of commands grouped based on their functionality.

Font Group of Home Tab

Dialog launcher

Page 8: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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The Ribbon

The Ribbon also includes Contextual Tabs.– Made available whenever

an object is selected.

– Includes specific commands for working with the selected object.

Contextual Chart Tools

Page 9: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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The Ribbon

The Ribbon displays commands that are most frequently used when working with Excel.

To go beyond these commands,– Click on the Dialog

Launcher, on the lower-right corner of many Ribbon groups.

– A Dialog Box appears that shows all the commands available in that group.

Dialog Box for Font Group

Page 10: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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The Ribbon

Some commands of the Ribbon are specific to Excel:

Paste command in the Clipboard group of the Home tab.

Use CTRL+V shortcut to Paste a range of cells.

Paste options listed in the Right-Click shortcut menu.

Page 11: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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The Ribbon

Paste Special option can be used to paste:– Values

– Formulas

– Formats

– Transpose

Page 12: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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The Quick Access Toolbar and Other Excel Interface Components

Quick Access Toolbar :– Located above the left side of the ribbon.

– Lists commands that are used frequently.

Adding Developer tab to Quick Access Toolbar

Page 13: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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The Quick Access Toolbar and Other Excel Interface Components

File Menu:– Presents a number of commands used to Open and Close a file, locate

Recent documents you have worked with, create a New document, etc.

Right-Click Shortcut Menu: – Presents frequently used commands of Excel.

Mini Toolbar:– Appears on the top of the Right-Click

Shortcut Menu.

Page 14: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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Customizing the Ribbon

Excel allows us to customize the Ribbon:– Open File Menu or right click on the Ribbon to access Excel Options.

– Use Customize Ribbon Panel in Excel Options.

Page 15: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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Formatting

Formatting Cells

General Formatting

Conditional Formatting

Page 16: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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Formatting Cells

Home tab includes six groups of command that are used for formatting:– Clipboard

– Font

– Alignment

– Number

– Styles

– Cells

Page 17: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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Formatting Cells An example of formatting the Borders of a range of cells.

Page 18: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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Formatting Cells

An example of modifying the Alignment of a range of cells.

Page 19: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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Formatting Cells More options to format Numbers.

Format Cells Dialog Box – Number Tab

Page 20: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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Formatting Cells

Styles Group: The Ribbon provides a gallery of build-in styles for formatting cells.

Page 21: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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General Formatting Themes Group in Page Layout Tab offers a collection of build-in

themes.

Page 22: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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Conditional Formatting

Conditional Formatting is used to format cells that meet a predetermined condition or a set of conditions.

Page 23: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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Conditional Formatting

Example: Changing the format of the top 10% of the grades:

Page 24: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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Conditional Formatting

More Conditional Formatting tools.

Page 25: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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Summary

Excel objects are elements that you can manipulate in spreadsheet applications and VBA programming.

The Ribbon, Quick Access Toolbar, and File Menu create Excel’s user interface; they provide options for working in the spreadsheet environment.

The Ribbon consists of nine main tabs: Home, Insert, Page Layout, Formulas, Data, Review, View, Developer and Add-Ins. The commands within each tab are organized in groups based on their functionality.

Other contextual tabs are made available whenever an object (such as a chart, a table, etc.) is selected.

Ribbon and the Quick Access Toolbar is customized to simplify the process of accessing commands that are use frequently.

Conditional Formatting formats cells only if they meet a specified condition.

Page 26: Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name

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