Excel Operation Based Training
 
Create a blank Spreadsheet
Open an existing Spreadsheet
Set layout options for the active file
Print the active file
Save the active file
Delete the selected sheets
Move or Copy Sheet
Find a value in the sheet
Replace a value in the sheet
Add Header and Footer
Insert a new cell
Insert a new Row
Insert a new Column
Insert a new Worksheet
Create a Chart
Insert Function
Insert a comment
Insert an existing picture
Insert ClipArt image
Insert WordArt image
Inserts a new hyperlink
Format a Cell
Inserts an image in the worksheet's background
Conditional Formatting
Protect Sheet
Protect a workbook’s structure
Create and save scenarios
Sort data
AutoFilter
Entering more than one line of text in a cell
Fill a series of cells with consecutive dates
Remove gridlines
 
New  
Creates a new blank Spreadsheet.
  1. Click on File menu.
  2. Select New from the menu items.
  3. New dialog box will appear with two tabs. The first tab contains the General workbook.
  4. The Second tab contains many Statement Templates.
  5. Select the appropriate one.
  6. Click on OK.
  7. A new blank spreadsheet will be opened.
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Open  
Opens or finds an existing Spreadsheet.
  1. Click on File menu.
  2. Select Open from the list.
  3. Open dialog box will appear.
  4. Click on the down arrow of the Look in Combo box.
  5. Click on the Drive letter, which contains the file to be opened.
  6. If the file is in any folder, select the folder.
  7. Click on Open Button.
  8. Select the file to be opened.
  9. Click on Open button to open the Spreadsheet.
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Page SetUp  
Sets margins, paper source, paper size, page orientation, and other layout options for the active file.
  1. Click on File menu.
  2. Click on Page Setup.
  3. The Page tab contains options for Orientation, scaling, paper size and print quality.
  4. Select the paper size from the combo box.
  5. In the Margin tab you can set the top, bottom, left, right, header and footer margin.
  6. On the Header/Footer tab you can create header and footer.
  7. On the Sheet tab you can set the print area, and print options.
  8. To select the print area click on the Red Arrow right to the Print area field.
  9. Select the cells to print.
  10. Click on the Red Arrow again.
  11. Click on OK
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Print  
Prints the active file or selected items.
  1. Click on File menu.
  2. Click on Print.
  3. Print dialog will appear.
  4. Select the print range.
  5. Enter number of copies to print.
  6. Click on OK.
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Save  
Saves the active file with its current file name, location, and file format.
  1. Click on File menu.
  2. Click on Savefrom the list.
  3. Save As dialog box will appear.
  4. Click on the down arrow of the Save in Combo box
  5. Click on the drive letter where you want to save the document
  6. If you want to create a new folder Click on Create New Folder icon.
  7. You will be prompt for a folder name. Type a folder name.
  8. Click on OK to create New Folder with the typed name.
  9. Type the File Name for the document in the specified area.
  10. Click on OK to Save the document.

If the document is already saved, then the Save As dialog box will not appear. But the document will be saved to the old location.
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Delete Sheet  
Deletes the selected sheets from the workbook. You cannot undo this command.
  1. Open the Spreadsheet to delete.
  2. Click on Edit menu
  3. Click on Delete Sheet
  4. A Microsoft Excel warning message will be displayed.
  5. Click on OK in the Microsoft Excel warning.
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Move or Copy Sheet  
Moves or copies the selected sheets to another workbook or to a different location within the same workbook.
  1. Click on Edit menu
  2. Click on Move or Copy Sheet from the list.
  3. Move or Copy Dialog will appear.
  4. If you want to create a copy of existing sheet, check the Create a Copy.
  5. In the before sheet field, select the new position of the current sheet
  6. Click on Ok
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Find  
Searches selected cells or sheets for the characters you specify, and selects the first cell that contains those characters.
  1. Click on Edit menu.
  2. Click on Find.
  3. Find Dialog will appear.
  4. Type the value that is to be found.
  5. Select Values in the Look in field.
  6. Click on Find Next Button.
  7. The Value containing the cell will be selected in the Spreadsheet if found.
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Replace  
Searches for and replaces the specified text and formatting.
  1. Click on Edit menu.
  2. Click on Replace.
  3. Replace Dialog will appear.
  4. Type the text that is to be found.
  5. Click on Find Next button.
  6. The text will be selected if found.
  7. Now type the text to be replaced with.
  8. Click on Replace button.
  9. The text will be replaced with the new word.
  10. Click on Close Button to close the dialog box.
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Header & Footer  
Adds or changes the text that appears at the top and bottom of every page.
  1. Click on View menu.
  2. Click on Header and Footer.
  3. Page Setup Dialog will appear.
  4. On Header/Footer Tab in the Dialog, click on Custom Header…
  5. Header Dialog will appear.
  6. Type the Left, Center, Right sections as you needed
  7. Click on OK
  8. You can see the print preview by clicking on Print Preview on the Page Setup Dialog
  9. Click on Custom Footer button.
  10. The Footer dialog will appear.
  11. You can add left, center, right footers.
  12. If you want to add page no, date, time etc click on the appropriate button on the dialog.
  13. Click on OK.
  14. If you want to view the print preview, click on Print Preview button.
  15. To close Print Preview, Click on the Close button.
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Cells  
Inserts cells starting at the insertion point. You can choose to shift other cells in the table to the right or down.
  1. Select the cell where you have to add a new cell; the cell may or may not contain values.
  2. Click on Insert menu.
  3. Click on Cells from the list.
  4. Insert dialog will appear.
  5. Select the appropriate option.
  6. Click on OK.
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Rows  
Inserts a new Row.
  1. Select the cell where you want to insert a new Row.
  2. Click on Insert menu.
  3. Click on Rows from the list.
  4. A new Row will be appeared in the position.
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Columns  
Inserts a new Column.
  1. Select the cell where you want to insert a new Column.
  2. Click on Insert menu.
  3. Click on Column from the list.
  4. A new Column will be appeared in the position.
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Worksheet  
Inserts a new Worksheet to the left of the selected sheet.
  1. Click on Insert menu.
  2. Click on Worksheet from the list.
  3. A new Worksheet will be added.
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Chart  
Starts the Chart Wizard, which guides you through the steps for creating an embedded chart on a worksheet or modifying an existing chart.
  1. Firstly select the fields which is to be included in the chart.
  2. Click on Insert menu.
  3. Click on Chart from the list.
  4. The Chart Wizard will appear.
  5. The chart wizard has four steps to follow.

    1. On the first step select the Chart type from the list.
    2. Select the Chart sub-type from the right side
    3. Click on Next to enter into the second step

    4. On the second step select the Series in option. The default is Column.
    5. Click on Next to enter into the third step

    6. On the third step
    7. Enter the Chart title.
    8. Enter X-axis label.
    9. Enter Y-axis label.
    10. Click on Next to enter into the forth step

    11. On the forth step you have to select the location of the chart.
    12. Click on Finish to finish the chart.

  6. The chart will be displayed on the sheet.
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Function  
Inserts Function in a Spreadsheet
  1. Select a Cell where you want to see the result.
  2. Click on Insert menu.
  3. Click on Function from the list.
  4. Paste Function Dialog will appear.
  5. From the Function Category select Math & Trig.
  6. From the Function name select SUM.
  7. Click on OK
  8. A new dialog will appear
  9. Click on the red arrow of the Number1 field
  10. The dialog will be reduced so that to select the values.
  11. Select the cells to which you have to find the sum.
  12. Click on the red arrow on the reduced dialog.
  13. Click on OK
  14. The Sum will be placed on the cell.
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Comment  
Inserts a comment at the insertion point.
  1. Click on the cell where you want to place a comment.
  2. Click on Insert menu.
  3. Click on Comment.
  4. A small Editor window will appear.
  5. Type your comment in the Editor window.
  6. To hide the comment, click on View menu.
  7. Click on Comments from the list.
  8. To display the comment, click on View Menu
  9. Click on Comment from the list.
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Picture from file  
Inserts an existing picture in the active file at the insertion point.
  1. Select a cell where you want to place the picture.
  2. Click on Insert menu.
  3. Select Picture from the list.
  4. Click on From FilE from the Sub Menu.
  5. Insert Picture Dialog will appear.
  6. Click the down arrow of the Look in combo box.
  7. Click on the drive letter where the picture file is available.
  8. Select the folder containing the picture file.
  9. Click on Open to open the folder.
  10. Select the picture.
  11. Click on Insert.
  12. The Picture will be inserted to the spreadsheet.
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Picture from ClipArt  
Opens the Clip Gallery where you can select the clip art image you want to insert in your file or update your clip art collection.
  1. Click on a cell where you want to place the picture.
  2. Click on Insert menu.
  3. Select Picture from the list.
  4. Click on ClipArt.
  5. Insert Clipart dialog will appear with many ClipArt categories.
  6. Click on a category to view the pictures.
  7. Click on the picture that you want to insert.
  8. From the menu click on Insert Clip icon.
  9. The ClipArt image will be inserted into the spreadsheet.
  10. You can scale the image by Clicking, holding and dragging the sides.
  11. You can move the image by Clicking, holding and dragging it.
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Picture from WordArt  
Creates text effects by inserting a Microsoft Office drawing object.
  1. Click on a cell where you want to place the WordArt image.
  2. Click on Insert menu.
  3. From the list select Picture.
  4. From the sub menu click on WordArt.
  5. WordArt Gallery will appear.
  6. From the Gallery select a WordArt Style and click on OK.
  7. Edit WordArt Text dialog will appear.
  8. Type your text.
  9. Select the Font and Size.
  10. Click on OK.
  11. WordArt will be inserted.
  12. You can scale the WordArt image by Clicking, holding and dragging the sides.
  13. You can move the WordArt image by Clicking, holding and dragging it.
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Hyperlink  
Inserts a new Hyperlink or edits the selected hyperlink.
  1. Select the cell where you want to place the Hyperlink.
  2. Click on Insert menu.
  3. Click on Hyperlink from the list.
  4. Insert Hyperlink dialog will appear.
  5. Type a Text which is displayed as the Hyperlink.
  6. Type the webpage address.
  7. Click on OK.
  8. The hyperlink will be placed on the cell.
  9. If you have an internet connection you can view the webpage by clicking on the Hyperlink.
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Format Cells  
Applies formats to the selected cells. This command might not available if the sheet is protected.
  1. Click on the cell you want to format.
  2. Click on Format menu.
  3. Click on Cells.
  4. Format Cells dialog will appear.
  5. On the Number tab, select Text.
  6. Click on Alignment tab.
  7. Select the alignment from the combo box.
  8. Click on the required Text Control options.
  9. Change the orientation by clicking and dragging the red dot or enter the angle in degrees directly below.
  10. Click on Font tab.
  11. Select the font from the list.
  12. Select the Font Style.
  13. Select the Font size.
  14. Select the Color.
  15. Select necessary effects by clicking on the box near to corresponding effect
  16. Click on Border Tab.
  17. On border tab select the required Presets, Line Style, Border and Color.
  18. Click on OK.
  19. The cell will be formatted.
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Sheet Background  
Inserts a tiles graphic image in the worksheet background, based on the bitmap you select.
  1. Click on Format menu.
  2. Select Sheet from the list.
  3. Click on Background from the submenu.
  4. Sheet Background dialog will appear.
  5. Click on the down arrow of the Look in combo box.
  6. Click on the drive letter that contains the picture.
  7. Select the folder and click on open button.
  8. Select the Image.
  9. Click on Insert.
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Conditional Format  
Applies formats to selected cells that meet specific criteria based on values or formulas you specify.
  1. Select the Cells that you want to format
  2. Click on Format menu.
  3. Click on Conditional Formatting from the list.
  4. Conditional Formatting dialog will appear.
  5. Select the conditions from the list.
  6. Enter Criteria value.
  7. Click on Format button to format.
  8. Select the Formatting Options from the Format Cells dialog.
  9. Click on OK.
  10. Click on OK in the Conditional Formatting dialog.
  11. The selected cells will be conditionally formatted.
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Protect Sheet  
Prevents changes to cells on worksheet, items in a chart, graphic objects on a worksheet or chart sheet, or code in visual basic editor form.
  1. Click on Tools menu.
  2. Select Protection from the list.
  3. Click on Protect Sheet from the sub menu.
  4. Protect Sheet dialog will appear.
  5. Select the options that you want.
  6. If you want password protection then type a password.
  7. Click on OK
  8. Re-Enter the password.
  9. Click on OK.
  10. Then if you try to edit the sheet a message will appear.
  11. To unprotect the sheet, Click on Tools menu.
  12. Point to Protection
  13. Click on Unprotect Sheet
  14. You will be prompted for the password.
  15. Enter the password.
  16. Click on OK.
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Protect Workbook  
Protects a workbook’s structure and windows. You can prevent the changes to the structure of a workbook so that sheets can’t be deleted, moved, hidden, unhidden, or renamed, and new sheets cannot be inserted. You can also protect windows from being moved or resized. When the active document is protected, the command name changes to Unprotect Workbook.
  1. Click on Tools menu.
  2. Select Protection from the list.
  3. Click on Protect Workbook from sub menu.
  4. Select protection options.
  5. If you want password protection then type a password.
  6. Click on OK.
  7. Conform password dialog will appear.
  8. Re-Enter the password.
  9. Click on OK, the workbook will be protected.
  10. To check the protection, click on Format menu.
  11. Point to Sheet.
  12. The commands will be disabled, so that you cannot alter the sheet’s structure.
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Scenarios  
Creates and saves scenarios, which is a facility wherein more than one data will be accepted in each single cell.
  1. Click on Tools menu.
  2. Click on Scenario from the list.
  3. Scenario Manager will appear.
  4. Click on Add button.
  5. Add Scenario dialog will appear.
  6. Enter Scenario name.
  7. Click on the red arrow.
  8. The dialog will be reduced.
  9. Select the cell where you want add the scenario.
  10. Again click on the red arrow on the reduced dialog.
  11. Click on OK.
  12. Scenario Values dialog will appear.
  13. Enter the alternate value for the cell.
  14. Click on OK.
  15. To show a Scenario, click on Show button in Scenario Manager.
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Sort  
Arranges the information in selected row or lists alphabetically, numerically, or by date.
  1. on a cell that contains data.
  2. Click on Data menu.
  3. Click on Sort from the list.
  4. All the data will be selected and “Sort” dialog will appear.
  5. Select the Column.
  6. Select Sorting order.
  7. If the Column contains same data then you can choose Then By option.
  8. Select Then By Column.
  9. Select the sorting order.
  10. Then click on OK.
  11. The data will be sorted.
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AutoFilter  
The quickest way to select only those you want to display in a list.
  1. Select on a Cell that contains the data.
  2. Click on Data menu.
  3. Select Filter from the list.
  4. Click on AutoFilter from the sub menu.
  5. Then the entire header will contain dropdown filter options.
  6. Click on the Drop Down list
  7. Click on any option.
  8. To view all records, Click again on the Drop Down list.
  9. Click on All.
  10. If you want to create your own filtering condition, click on Custom.
  11. Custom AutoFilter dialog will appear.
  12. Select the options from the Drop Down list.
  13. Enter the criteria value.
  14. Click on OK.
  15. The data will be filtered.
  16. To hide AutoFilter, Click on Data menu.
  17. Select Filter from the list.
  18. Click on AutoFilter.
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Enter more than one line of text in a cell  
Entering more than one line of text in a cell is as simple as pressing “Alt + Enter” to make a new line inside a cell. If you don’t want to line breaks, you can still have multiple lines in a cell.
  1. Click Cells from the Format menu.
  2. Click on Cells from the list.
  3. Click on the Alignment tab.
  4. Check Wrap Text.
  5. Click on OK
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Fill a series of cells with consecutive dates  
To fill a series of cells with consecutive dates in excel:
  1. Click a cell and enter the starting date in the default date format.
  2. Select the cells that you want to fill.
  3. Click on edit menu.
  4. Select Fill from the list.
  5. Click on Series from the sub menu.
  6. On the Series Dialog, select the type, date unit, step value…
  7. Click on OK.
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Remove Gridlines  
You can remove the gridlines from a spreadsheet
  1. Click on Tools menu.
  2. Click on Options.
  3. Click on the view tab
  4. Under the Window options, uncheck the Gridlines box.
  5. Click on OK.
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