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Veröffentlichungsjahr: 2023
Excel for Beginners
A Quick Reference and Step-by-Step Guide to Mastering Excel's Fundamentals, Formulas, Functions, Charts, Tables, and More with Practical Examples
Thomas A. Bowden
Copyright © 2023 Thomas A. Bowden
All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the publisher, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law.
Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages.
Contents
Introduction
Chapter 1: Excel 101
1.1 What is Microsoft Excel?
1.2 Everyday Applications of MS. Excel
1.3 Excel Terms and Component Definitions in One Place
1.3.1 Cell
1.3.2 Cell Reference
1.3.3 Active Cell
1.3.4 Row and Column Headings
1.3.5 Worksheet
1.3.6 Worksheet Tab
1.3.7 Workbook
1.3.8 Address Bar
1.3.9 Formula
1.3.10 Formula Bar
1.3.11 Filter
1.3.12 Pivot Table
1.3.13 Pivot Chart
1.3.14 Source Data
1.3.15 AutoFill
1.3.16 AutoSum
1.4 A Journey through the History of MS. Excel
Chapter 2: Getting Started with Microsoft Excel
2.1 Why Learning Excel is Essential
2.2 Where to Find Microsoft Excel
2.3 Launching Microsoft Excel for the First Time
2.3.1 On Windows XP, Vista, or 7
2.3.2 On Windows 10 or 11
2.4 Understanding Excel File Extensions
Chapter 3: Navigating the Microsoft Excel Interface
3.1 Working with the Excel User Interface
3.1.1 Ribbon and Ribbon Tabs
3.1.2 Ribbon Groups and Dialog Box Launcher
3.1.3 Quick Access Toolbar
3.1.4 Name Box
3.1.5 Select All Button
3.1.6 Formula Bar
3.1.7 Insert Function Button
3.1.8 Scroll Bars
3.1.9 Zoom Slider
3.1.10 View Buttons
3.1.11 Worksheet Tabs
3.1.12 Workspace, Columns, and Rows
3.2 The Ribbon: Excel's Command Center
3.2.1 Home
3.2.2 Insert
3.2.3 Page Layout
3.2.4 Formulas
3.2.5 Data
3.2.6 Review
3.2.7 View
3.3 Customizing the Excel Interface
3.3.1 Choosing a Color Scheme
3.3.2 Personalizing the Ribbon
3.3.3 How to Add Custom Tabs to the Ribbon
3.3.4 Adjusting the Proofing Settings for Spell Checks, Suggestions, etc.
3.3.5 Setting Options for Formulas
3.3.6 Managing Your Save Settings
3.4 Best Practices for Efficient Microsoft Excel Usage
3.5 Spreadsheets: What is a Spreadsheet?
3.5.1 Understanding the Distinction: Spreadsheet vs. Worksheet vs. Workbook
3.6 Entering Data in a Spreadsheet
3.6.1 Adding More Data to a Cell with Data
3.7 A Deep Dive into the Worksheet, Cells, Columns, and Rows
3.8 Worksheet
3.8.1 Opening a Worksheet
3.8.2 Renaming a Worksheet
3.8.3 How to Insert a New Worksheet
3.8.4 Deleting an Unwanted Worksheet
3.8.5 Changing the Location of a Worksheet
3.8.6 How to Copy a Worksheet
3.9 Cells
3.9.1 Selecting a Cell
3.9.2 Selecting a Cell Range
3.9.3 Cell Content
3.9.4 Adding Content to a Cell
3.9.5 Deleting the Content of a Cell
3.9.6 Dragging and Dropping Cells
3.9.7 Getting Rid of Unwanted Cell(s)
3.10 Columns
3.10.1 Inserting a Column
3.11 Rows
3.11.1 Inserting a Row
3.11.2 Deleting a Row
Chapter 4: Excel Formulas
4.1 Basic Ways of Performing Calculations
4.1.1 Formulas
4.1.2 Functions
4.2 Different Ways to Enter Functions in Excel
4.2.1 The Formulas Tab Insert Function Option
4.2.2 The Direct Cell Insertion
4.2.3 The AutoSum Option Insertion
4.2.4 The Formulas Tab Group Selection
4.2.5 Save Time with Recently Used Tabs for Quick Inserts
4.3 Essential Excel Formulas for Improved Workflow
4.3.1 SUM
4.3.2 COUNT
4.3.3 AVERAGE
4.3.4 COUNTA
4.3.5 TRIM
4.3.6 IF
4.3.7 MAX & MIN
Chapter 5: Excel Functions
5.1 Common Excel Functions and Their Uses
5.2 The Parts of a Function
5.3 Working with Arguments
5.4 Exploring the Concept of Nested Functions
5.5 Advanced Functions
5.5.1 VLOOKUP
5.5.2 XLOOKUP
5.5.3 INDEX/MATCH
5.5.4 SUMIF/COUNTIF and SUMIFS/COUNTIFS
5.5.5 SUMPRODUCT
5.5.6 SORT & SORTBY
5.5.7 FILTER
5.5.8 IFERROR
5.5.9 IFS
5.5.10 WORKDAY/NETWORKDAYS and WORKDAY.INTL/NETWORKDAYS.INTL
5.5.11 OFFSET
5.6 The Function Library
Chapter 6: Essential Excel Keyboard Shortcuts
6.1 Workbook Keyboard Shortcuts
6.2 Column and Row Keyboard Shortcuts
6.3 Cell Formatting Keyboard Shortcuts
6.4 Advanced Cell Formatting Keyboard Shortcuts
6.5 Pivot Table Keyboard Shortcuts
6.6 How to Create Custom Keyboard Shortcuts
6.7 Modifying Existing Excel Shortcuts
Chapter 7: Data Analysis in Excel
7.1 Using Charts for Data Analysis
7.2 Conditional Formatting in Data Analysis
7.3 Data Analysis Methods in Excel
7.3.1 LEN
7.3.2 CONCATENATE
7.3.3 COUNTA
7.3.4 TRIM
7.3.5 FIND/SEARCH
7.3.6 AVERAGEIFS
7.4 Types of Data Analysis in Excel
7.4.1 Sorting
7.4.1.1 Single Column Sorting
7.4.1.2 Multiple Column Sorting
7.4.2 Filtering
7.4.3 Pivot Tables
7.4.3.1 How to Insert Pivot Tables
7.5 Descriptive Statistics
7.5.1 How to Generate Descriptive Analysis
7.5.2 ANOVA
7.5.2.1 Implementing a Single Factor ANOVA
7.5.3 Regression Analysis
7.5.3.1 R Square Determination Coefficient
7.5.3.2 Multiple R Correlation Coefficient
7.5.3.3 Standard Error Measurement
Chapter 8: Excel Tables and Their Uses
8.1 Types of Excel Tables
8.1.1 Pivot Table
8.1.2 General Excel Table
8.1.3 Data Table
8.2 Tables Operations in Excel
8.2.1 Resize Table Feature
8.2.2 Table Name
8.2.3 Table Styles
8.2.4 Getting Rid of Duplicates in a Table
8.2.5 Inserting Columns and Rows with Automatic Expansion
8.3 Formatting Data as a Table in Excel
8.4 Table Modification
8.4.1 Changing Table Styles
8.4.2 Adding Columns or Rows to a Table
8.4.3 Removing a Table
8.4.4 Table Style Option Modification
Chapter 9: Excel Charts
9.1 Working with Charts in Excel
9.1.1 Line Charts
9.1.2 Column Charts
9.1.3 Bar Charts
9.1.4 Pie Charts
9.1.5 Surface Charts
9.1.6 Area Charts
9.2 Inserting a Chart
9.3 Chart Layout Style
9.3.1 Modifying Elements
9.3.2 Adding Chart Elements Such as Data Labels, Legends, or Titles
9.3.3 Changing the Appearance of Your Chart
9.4 Further Chart Customization
9.4.1 Changing the Chart Type
9.4.2 Switching Column and Row Data
9.4.3 Moving a Chart
9.4.4 Ensuring Real-Time Updates in Charts
Chapter 10: Formatting
10.1 Font Formatting
10.1.1 Changing the Font
10.1.2 How to Change the Font Color
10.1.3 Changing the Font Size
10.1.4 Using the Underline, Italic, and Bold Commands
10.2 Fill Colors and Cell Borders
10.2.1 Adding a Fill Color
10.2.2 Adding a Border
10.3 Text Alignment
10.3.1 Changing Vertical Text Alignment
10.3.2 Changing Horizontal Text Alignment
10.4 Number and Text Formatting
10.4.1 How to Modify the Number Formatting in Your Worksheet
10.5 Cell Styles
10.5.1 Applying Cell Styles
10.6 Using the Format Painter
Conclusion
Excel is a powerful and versatile tool that has become indispensable in the world of business and beyond. With its array of functionalities and features, Excel has revolutionized the way we manage and analyze data. Whether you're a seasoned professional or a novice, learning how to navigate and utilize this software can significantly enhance your productivity and decision-making abilities.
Microsoft Excel is a spreadsheet application that allows users to organize, store, and manipulate data efficiently. From simple calculations to complex data analysis, Excel provides a comprehensive suite of tools that simplify these tasks. Its intuitive interface and user-friendly design make it accessible to individuals of all skill levels.
One of the key advantages of Excel is its ability to handle large amounts of data. With its grid-like structure, Excel allows you to organize data into rows and columns, creating a visual representation that is easy to comprehend. This makes it an invaluable tool for tasks such as budgeting, project management, and data analysis.
Excel also offers a wide range of functions and formulas that can be used to perform calculations and manipulate data. These functions can be used to perform basic arithmetic operations, such as addition, subtraction, multiplication, and division, as well as more complex calculations, such as statistical analysis, financial modeling, and forecasting. By leveraging these functions, users can save time and streamline their workflows.
Another notable feature of Excel is its ability to create charts and graphs. These visual representations allow users to present data in a clear and concise manner, making it easier to identify trends, patterns, and outliers. Whether you're creating a sales report, analyzing financial data, or tracking project progress, Excel's charting capabilities can help you communicate your findings effectively.
Collaboration is another area where Excel excels. With its built-in sharing and collaboration tools, multiple users can work on the same spreadsheet simultaneously. This fosters teamwork and enhances productivity by allowing team members to contribute their expertise and insights in real-time. Moreover, Excel's version control features ensure that changes are tracked and can be easily reverted if needed.
In a nutshell, Microsoft Excel is robust and versatile software that offers a wide range of features and functionalities. From data organization and analysis to calculations and visualizations, Excel can significantly improve your efficiency and decision-making capabilities. Whether you're a business professional, a student, or an individual looking to manage your personal finances, Excel is a valuable tool that can simplify and enhance your work. So, don't hesitate to explore the vast possibilities that Excel has to offer and unlock your full potential in the world of data management and analysis.
Microsoft Excel is a powerful spreadsheet program that forms an integral part of the Microsoft Office suite, designed for business applications. With its extensive range of features, Excel allows users to format, arrange, and perform calculations on data within a spreadsheet.
By harnessing the capabilities of Excel, data analysts and other users can effectively organize and visualize information as it evolves. The software boasts a multitude of cells, neatly arranged in columns and rows, serving as containers for data input.
Excel seamlessly integrates with other applications within the Microsoft Office and Office 365 suites, ensuring compatibility across various platforms, including iOS, Android, macOS, and Windows.
