Class Session: Wednesday Oct 17, 2018
Accountants have been using paper spreadsheets for hundreds of years.
Here is an image of a French ledger book from the late 19th century.
There are columns of descriptive text and numbers. The totals are tabulated horizontally and vertically. The "set up" for this ledger was printed in advance. The accountant would then have a standard format for data entry. You can enlarge the image to see it in greater detail.
In the mid 80s the newly released graphical user interfaces on Macintosh and Windows operating systems made working with spreadsheets much easier. For more information on the history of spreadsheets, if interested, visit DSS resources.com.
Spreadsheets are applications that display rows and columns of data. The entered data can be calculated, sorted and transformed. Charts and graphics can be easily produced from the data calculations.
Excel spreadsheet program is one of the most used spreadsheet applications. Excel's parts and its Worksheet are similar to Word and other Office applications. Many of the shortcuts in Word will work in Excel.
Download lesson-04-01.xlsx and follow along as I demo the worksheets.
Download lesson-04-02.xlsx and follow along as I demo the worksheets.
This workbook (the entire file) contains the following worksheets:
Objective: learn how work with worksheets within a workbook
Demos: New worksheet, copy worksheet, move worksheet to another workbook (Another open Excel file) or to a new workbook, select multiple worksheets, rename a worksheet, change worksheet tab color, turn gridlines on and off.
Objective: learn the global basics. Focused on working with the top three bars, the worksheet area, and the bottom worksheet bar and status bar below the worksheet bar.
Top three bars: Quick access bar, ribbon bar (note the expansion buttons on each tab in the ribbon), formula bar with name box and insert function
Worksheet Area: Top left corner box selects all; selecting a row or column, selecting multiple rows or columns, scroll bars; inserting one columns or row; inserting multiple columns or rows, moving columns or rows, shift dragging to move.
This worksheet shows at-a-glance chart of Macintosh ribbons and the operations that are available under each ribbon. If it is highlighted in yellow, you will need it for your 04-task assignment. Orange shows that the option is available one more than one ribbon.
This home ribbon worksheet showcases the commands in the areas of the clipboard, font, and alignment areas. Examples of all of these options are shown in the worksheet. As you click on the samples, you can see the buttons in the ribbon change to match the example. There are also examples of wrapped text, indented text, amd merged and centered text.
This worksheet shows examples of all of the options in the drop-down box to the right of the Wrap Text button: general, number, currency, accounting, short date, long date, time, percent fraction, scientific, text.
There are also examples of conditional formatting and format as Table button.
A demonstration of the insert, delete, and format button was shown. Row height and column width were also demonstrated. Important, because Task-04 requires you to make a column fit and to adjust a column height.
This worksheet demonstrates how to clean up the header cells (consolidate multiple cells into one cell), format rows with different colors (sorting was needed to do this efficiently).
Also covered: freeze panes, hide columns and rows, validate data
This worksheet demonstrates the sum and average formula. The filter command and a multi-filter command was also demonstrated.
This is not available Mac Excel Version
See Spreadsheet Task Page for practice files and help links.