GOAL: Before you leave today you will know how to:

  1. Open and close a workbook
  2. Navigate through a workbook and worksheet
  3. Select cells and ranges
  4. Plan and create a workbook
  5. Insert, rename, and move worksheets
  6. Enter text, dates, and numbers
  7. Undo and redo actions


Introducing Excel and Spreadsheets

  1. This section will familiarize you with the basic parts of Excel and show you a very simple worksheet. Think of each worksheet as a large sheet of paper. Just as a book is comprised of sheets of paper, so too, is an Excel workbook comprised of worksheets. Because all sorts of calculations can be made in the Excel spreadsheet, it is much more flexible than a paper spreadsheet.
  2. Familiarize yourself with the names of all the parts of the Excel window on pages 2-3. These names will be used over and over again throughout the text, so your understanding of key terms such as these will help you to build your knowledge and execute assignments with ease.
  3. WATCH & DO THIS VIDEO–Pages EX 1 to EX 13
    1. Quick Quiz (you can put the answers in your Word Online file for this class if you want–it will not be graded–it is for your understanding & learning):
      1. A(n) ____________ is a collection of text and numbers laid out in a rectangular grid.
      2. You press the ____________ key to display the Key tips, which are labels that appear over each tab and command on the ribbon.
      3. A(n) _____ contains a chart that provides a visual representation of worksheet data.
      4. Each cell is identified by a(n) _____, which is based on the cell’s column and row location.
      5. On the ribbon, click the ____________ tab to display Backstage view.
      6. What are the shortcut keys to close a file?
  4. WATCH & DO THIS VIDEO–Pages EX 13 to EX 23–This is what your sheet should look like when you are done entering the information from Figure 1-16 on page 23–SHOW ME BEFORE CONTINUING
    1. Be sure to read about the planning process. It is important and it will actually save you time in the long run.
    2. Think of examples where a workbook would be beneficial (for example, to keep track of income for a fund drive for their club).
      1. EXTRA CREDIT: Prepare a list of questions that need to be answered in order to create one of the workbooks from above.
    3. Another way for you to move a worksheet is to right-click the sheet tab and click Move or Copy. Excel opens the Move or Copy dialog box. From this dialog box you can move the selected sheet to a new location in the current workbook or to a new location in a different workbook.
    4. Quick Quiz: (you can put the answers in your Word Online file for this class if you want–it will not be graded–it is for your understanding & learning)
      1. True or False. When you create a new blank workbook, it is named Sheet1.
      2. You create new workbooks from the New screen in ____________ view.
      3. What is good practice with regard to placement of sheets in a workbook?
      4. As good practice, how often should you save a workbook?
      5. What is a shortcut menu?
    5. There are three basic general categories for data: text, numbers, and dates and times.
      1. Text data is a combination of letters, numbers, and some symbols.
      2. Numeric data is any number that can be used in a mathematical calculation.
      3. Date and time data are commonly recognized formats for date and time values.
      4. By default, text is left-aligned in cells, whereas numbers, dates, and times are right-aligned.
    6. Excel will automatically change some dates into a default date format. For example, if you enter the date “June 4, 2017” Excel will change the date to “4-June-17.” If you enter the date using a two-digit year value such as “6/4/17” Excel will change the date to “6/4/2017.” Excel refers to these date formats as short dates. You can control the automatic reformatting of short dates by changing Windows Regional Settings.
    7. As soon as you begin to type a value for a cell, you enter editing mode. You must complete the edit before you can perform some other operation. Completing the edit is accomplished either by pressing the Enter key or by moving the cursor to another cell.
    8. In addition to undoing and redoing an action, you can also “repeat” an action. The repeat option is not added to the Quick Access Toolbar by default, but you can add it as follows:
      1. Click the Microsoft Office Button and then click Excel Options.
      2. Click Customize.
      3. Under Choose Commands from click Popular Commands.
      4. In the list of commands, click Repeat and then click Add.
      5. Click OK. The repeat button is now available on the Quick Access Toolbar.
    9. You can easily reverse the effect of an action by pressing the Undo button. This is a great “safety net” as long as too many actions have not been completed before you decide you want to reverse an action.
    10. Quick Quiz: (you can put the answers in your Word Online file for this class if you want–it will not be graded–it is for your understanding & learning)
      1. _______________ is any numerical value that can be used in a mathematical calculation.
      2. What does a green triangle in a cell indicate?
      3. How should Excel categorize telephone numbers: as text, numbers, or dates and times? Why?
      4. How should Excel identify social security numbers? Why?
      5. How should Excel categorize dates like April 15, 2017? Why?
  5. In your Word Online file for this class, record the answers to the questions in today’s lesson above for review.