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Introduction to Excel: Essential Functions and Features for Beginners

This comprehensive guide introduces key functionalities of Microsoft Excel, perfect for beginners. Explore the essentials, including the Excel interface, workbooks, worksheets, data input methods, and cell formatting options. Learn about formulas, functions, and how to efficiently manage worksheets. The tutorial also covers valuable statistical and mathematical functions as well as practical applications in assignments, including creating payment schedules and visualizing data through charts. Master Excel to enhance your computing skills in various academic and professional settings.

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Introduction to Excel: Essential Functions and Features for Beginners

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  1. CPSC 203Introduction to Computers T59 & T64 TA: Jie (Jeff) Gao

  2. Introduction to Excel • Excel is a spreadsheet software • Excel document – Workbook • Worksheets in workbook • It is mainly used for calculating numbers, especially the repetition of same calculation on different numbers CPSC 203 Tutorials by Jie Gao

  3. Excel – Interface • Menu, toolbars, scroll bars • Cell address bar, formula bar • Work space • Worksheet tabs and navigator CPSC 203 Tutorials by Jie Gao

  4. Excel – Basic Concepts • Columns, rows • Cells • Cell naming • Data types • “General” • Number • Currency • Date/time • Text CPSC 203 Tutorials by Jie Gao

  5. Excel – Inputting Data • Directly input – overwrites the old content • Double click and input – keeps the old content • Input in the formula bar • Fill handle • Generate sequence • Copy data • Ctrl key to toggle CPSC 203 Tutorials by Jie Gao

  6. Excel – Cell Formatting • Font: face, style, size, colour • Background • Border • Alignment • Indentation • Orientation • Data type related CPSC 203 Tutorials by Jie Gao

  7. Excel – Worksheets • Rename worksheets • Add a new worksheet • Delete a worksheet • Change worksheet orders CPSC 203 Tutorials by Jie Gao

  8. Excel – Formulas • Formulas are calculation expressions • Starts with a “=“ • The formula expression is shown in the formula bar but the formula result is shown in worksheet • Examples CPSC 203 Tutorials by Jie Gao

  9. Excel – Functions • Functions are predefined formulas • They are organized in categories • Use the “Paste function” button or “Insert  Function” menu • Choose function • Provide arguments • Input by hand • Pick by mouse CPSC 203 Tutorials by Jie Gao

  10. Excel – Useful Functions • Statistical • Min, Max, Average • Mathematical • Sum • Date and time • Now • More … CPSC 203 Tutorials by Jie Gao

  11. Assignment 1 • Due: 2:00pm Jan 27 • 3 Parts: • Follow steps on EX-176 to EX-197 (NOT EX-198) to get a payment schedule • The payment schedule with formula expressions shown • A chart showing Principal Paid and Interest Paid for the last 12 months (any suitable chart type is OK) CPSC 203 Tutorials by Jie Gao

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