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Page 1: Efm Excel Workshop
Page 2: Efm Excel Workshop

Workshop Format1: Explain Features

• Excel features explained in slides

• Step-by-step• Traditional

learning

2: Synchronized Task

• Practical application

• Important features from explanation

• Learning by doing

3: Reference

• Handouts online

• Print at home for future reference

Page 3: Efm Excel Workshop

Workshop Overview• The Beginning

– Explanation of basic features– Synchronized Task #1

• The Middle– Explanation of advanced features– Synchronized Task #2

• The Last Part– Explanation of statistical features– Synchronized Task #3

• Discussion

Page 4: Efm Excel Workshop

Disclaimer

• This is NOT a statistics workshop!• Only technical info about Excel 2003

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However…

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The Beginning– Explanation of basic features– Synchronized task #1

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Beginning TerminologyExcel file = Workbook

Parts of an Excel file = Worksheet

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Beginning Terminology

Worksheet Tabs:Right-click for options

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Beginning TerminologyCell

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Beginning TerminologyCellRow

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Beginning TerminologyCellRowColumn

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Beginning TerminologyCellRowColumnCell headings

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Beginning TerminologyCellRowColumnCell headingsCell reference

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Click row or column headingTo Select Entire Rows/Columns

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Click row or column heading• Column A

To Select Entire Rows/Columns

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Click row or column heading• Column A• Row 1

To Select Entire Rows/Columns

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Dates and times automatically recognizedEntering Dates/Times

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Times by using a colon ( : )Entering Dates/Times

16:30

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Dates by using either• dashes ( - ) or• Slashes ( / )

Entering Dates/Times

8-3-078/3/07

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Remember: Negative numbers in parentheses ()

• E.g. -34 is in Excel (34)

Entering Data

(34)

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Bored yet?

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Changing Cell Format

• Font• Text size• Text alignment (Left, center, or right)• Text decoration (Bold, italic, underline)• Cell border(s)• Cell color• Text color

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Changing Cell Format• First, select cells

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Changing Cell Format• Then, change format propertyFont

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Changing Cell Format• Then, change format propertyText size

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Changing Cell Format• Then, change format propertyText decoration

Page 27: Efm Excel Workshop

Changing Cell Format• Then, change format propertyText alignment

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Changing Cell Format• Then, change format propertyCell border(s)

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Changing Cell Format• Then, change format propertyCell color

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Changing Cell Format• Then, change format propertyText color

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Changing Cell Format

• Or, right-click• Select “Format Cells”

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Changing Cell Format

• Font• Text size• Text alignment • Text decoration• Text color

“Font” Tab

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Cell border

Changing Cell Format“Border” Tab

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Cell color

Changing Cell Format“Patterns” Tab

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Using Functions

Formula bar

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Using Functions

• All functions, same syntax:

=sum(345,432,C4,D5)

Equals sign:Tells Excel that this is a function

Page 37: Efm Excel Workshop

Using Functions

• All functions, same syntax:

=sum(345,432,C4,D5)

Function:Tells Excel which function

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Using Functions

• All functions, same syntax:

=sum(345,432,C4,D5)

Arguments:Tells Excel how to apply the

function

Page 39: Efm Excel Workshop

Using Functions

• All functions, same syntax:

=sum(345,432,C4,D5)

Arguments:Each separated by comma

Page 40: Efm Excel Workshop

Using Functions

• All functions, same syntax:

=sum(345,432,C4,D5)

Numbers:• Applies function to

numbers• Must change function

Page 41: Efm Excel Workshop

Using Functions

• All functions, same syntax:

=sum(345,432,C4,D5)Cell references:• Applies to cell values• Need not change function

Page 42: Efm Excel Workshop

Using Functions

• All functions, same syntax:

=sum(345,432,C4,D5)Translation:A cell with this function will display the result of:345 + 432 + contents in C4 + contents in D5

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Everything clear so far?

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Using Functions

Four ways:1. Type directly2. Use Auto-Sum button3. Select from drop-down box4. Call “Insert Functions” menu

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1: Type Functions Directly

Direct input into formula bar or cell

=sum(34,45)

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1: Type Functions Directly

Cell references as arguments• Can be typed• Can be clicked

=sum(B3,C3,D3)

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2: Use Auto-Sum Button

Clicking the Auto-Sum button:• Is quick• Inputs SUM() function immediately

=sum()

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2: Use Auto-Sum Button

For more functions:• Click the downward arrow• Choose function to input

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3: Select From Drop-Down Box

For even more functions:• Enter an equals sign• Click drop-down arrow• Select function

=

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4: Call “Insert Function” Menu

• Click “Insert”• Select “Function…”

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Insert Function Menu

Function Window:• Displays all functions• Select from here

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Insert Function Menu

Description:• Describes selected function• Displays correct arguments

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Insert Function Menu

Search Window:• Filters functions in function window• Input keywords to search• Click “Go”

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Insert Function Menu

Category Menu:• Filters functions in function window• Click drop-down arrow• Select a category

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Insert Function Menu

Help link:• Displays Help topics relevant to

selected function

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Auto-Filling Functions

• Same function on different values• Columns or rows• Great for grand totals

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Auto-Filling Functions

• Activated with fill handle– Lower-right of selected cell– Cursor becomes a black cross

+

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Auto-Filling Functions

1. Enter function• Cell references as arguments

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Auto-Filling Functions

1. Enter function• Cell references as arguments

2. Drag fill handle over desired cells

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Exporting Tables to WordPutting your Excel table into your paper

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Exporting Tables to Word• Select cells to export

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Exporting Tables to Word• Select cells to export• Call “Edit” menu• Select “Copy”

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Exporting Tables to Word• Open Word• Call “Edit” menu• Select “Paste”

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Exporting Tables to WordThere it is!

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Questions?

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Synchronized Task #1

• Create an Excel workbook• Enter functions• Auto-fill functions• Edit worksheet tabs

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The Middle– Explanation of advanced features– Synchronized task #2

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Creating A Chart

• Visual representation of data• Make a chart in 10 seconds

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Creating A Chart

• Select data to be charted

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Creating A Chart

• Select data to be charted• Click Chart Wizard button

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Creating A Chart• Select chart type

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Creating A Chart• Select chart type• Click “Finish”

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Creating A Chart

Chart in 10 seconds!• Simple• No-frills

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More on Charts

• More options available• More chart types• Fully customizable

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More on Charts

Example: non-adjacent rows:

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More on Charts

Example: non-adjacent rows:• Start with the Chart Wizard

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More on Charts• Select chart type

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More on Charts• Select chart type• Click “Next >”

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• Delete anything here

More on Charts

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• Click “Series” tab

More on Charts

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• Click “Series” tab• Click “Add” button

More on Charts

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• Click “Series” tab• Click “Add” button• Input series name

More on Charts

USA

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• Click “Series” tab• Click “Add” button• Input series name• Click here for data

More on Charts

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More on Charts

• Select data for first series

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More on Charts

• Select data for first series• Click to return to dialogue

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Repeat for Series 2• Click “Add” button• Input series name• Click here for data

More on Charts

Page 87: Efm Excel Workshop

Repeat for Series 2• Click “Add” button• Input series name• Click here for data

More on Charts

Page 88: Efm Excel Workshop

Repeat for Series 2• Click “Add” button• Input series name• Click here for data

More on Charts

Argentina

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Repeat for Series 2• Click “Add” button• Input series name• Click here for data

More on Charts

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More on Charts

• Select data for second series

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More on Charts

• Select data for second series• Click to return to dialogue

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• Notice chart preview

More on Charts

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• Notice chart preview– X-axis has no labels

More on Charts

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• Notice chart preview– X-axis has no labels– Should be years

More on Charts

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• Notice chart preview– X-axis has no labels– Should be years

• For category labels,– Click button

More on Charts

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More on Charts

• Select data for category labels

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More on Charts

• Select data for category labels• Click to return to dialogue

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• Notice chart preview– X-axis has no labels– Should be years

• For category labels,– Click button

• Notice chart preview– Years in place

More on Charts

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• Notice chart preview– X-axis has no labels– Should be years

• For category labels,– Click button

• Notice chart preview– Years in place

• Click “Next >”

More on Charts

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More on Charts

Change chart options:• Chart and axis titles

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Change chart options:• Axis labels

More on Charts

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Change chart options:• Gridline display

More on Charts

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Change chart options:• Legend display and location

More on Charts

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Change chart options:• Data label display

More on Charts

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Change chart options:• Data table display

More on Charts

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When finished with options:• Click “Next >”

More on Charts

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Chart location:• Click for new worksheet

More on Charts

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Chart location:• Click for existing worksheet

More on Charts

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Chart location:• Click “Finish”

More on Charts

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Exporting Charts to Word• Copy and paste• Just like exporting tables

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Questions?

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Freezing Panes

• For large worksheets• Scrolling makes titles disappear

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Freezing Panes

• For large worksheets• Scrolling makes titles disappear

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Freezing Panes

• For large worksheets• Scrolling makes titles disappear

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Freezing Panes

• Keep titles on page while scrolling data

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Freezing Panes

To freeze rows:• Select row below last to be frozen

Page 117: Efm Excel Workshop

Freezing Panes

To freeze rows:• Select row below last to be frozen• Call “Window” menu• Select “Freeze Panes”

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Freezing Panes

To freeze columns:• Select column right of last to be frozen

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Freezing Panes

To freeze columns:• Select column right of last to be frozen• Call “Window” menu• Select “Freeze Panes”

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Freezing Panes

To freeze rows and columns:• Select cell below and to the right

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Freezing Panes

To freeze rows and columns:• Select cell below and to the right• Call “Window” menu• Select “Freeze Panes”

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Freezing Panes

Titles stay while scrolling!

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Freezing Panes

Titles stay while scrolling!

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Freezing Panes

Titles stay while scrolling!

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Questions?

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Synchronized Task #2

• Download sample workbook• Create a chart• Use Chart Options• Freeze Panes

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The Last Part– Explanation of statistical features– Synchronized task #3

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Data Analysis MenuMenu contains all

statistics tools

Page 129: Efm Excel Workshop

Data Analysis MenuMenu contains all

statistics tools

Call Menu:• Click “Tools”

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Data Analysis MenuMenu contains all

statistics tools

Call Menu:• Click “Tools”• Select “Data

Analysis…”

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Data Analysis MenuMenu contains all

statistics tools

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Descriptive Statistics

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Descriptive Statistics

Input Range:• Tells Excel which data to analyze

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Descriptive Statistics

Grouped by:• Columns or rows?

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Descriptive Statistics

If labels in first row/column:• This box must be checked

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Descriptive Statistics

Output Options:• Output in existing worksheet, new

worksheet, or new workbook?

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Descriptive Statistics

Further information:• Check boxes to include additional info

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T-Tests

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T-Tests

Input:• Ranges for each variable in dataset

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T-Tests

Hypothesized Mean Difference:• If null hypothesis is µ1-µ2=0, then input 0

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T-Tests

Labels:• Check if first row/column has labels

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T-Tests

Alpha:• Enter test confidence level• Must be value from 0 to 1

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T-Tests

Output Options:• Output in existing worksheet, new

worksheet, or new workbook?

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Z-Tests

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Z-Tests

Input:• Range in workbook for variables

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Z-Tests

Hypothesized Mean Difference:• If null hypothesis is µ1-µ2=0, then input 0

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Z-Tests

Variable Variances:• Known population variance per variable

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Z-Tests

Labels:• Check if first row/column has labels

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Z-Tests

Alpha:• Enter test confidence level• Must be value from 0 to 1

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Z-Tests

Output Options:• Output in existing worksheet, new

worksheet, or new workbook?

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ANOVA

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ANOVA

Input:• Range in workbook for variables

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ANOVA

Grouped by:• Columns or rows?

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ANOVA

Labels:• Check if first row/column has labels

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ANOVA

Alpha:• Enter test confidence level• Must be value from 0 to 1

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ANOVA

Output Options:• Output in existing worksheet, new

worksheet, or new workbook?

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Regression

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Regression

Input:• Range in workbook for variables

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Regression

Labels:• Check if first row/column has labels

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Regression

Confidence Level:• Check box to include additional level in

output

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Regression

Constant is Zero:• Check box to force regression line to

pass through zero

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Regression

Output Options:• Output in existing worksheet, new

worksheet, or new workbook?

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Regression

Plot Options:• Check boxes to include additional plots in

output

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Questions, SUCKA?

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Synchronized Task #3

• Use sample workbook• Perform statistical tests• YOU get to choose which tests!

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Discussion

• Any more questions? • Any complaints or comments?

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Thanks, and have a great day, FOOL!