Microsoft Excel 2013-2021 Notes-1
Microsoft Excel 2013-2021 Notes-1
Introduction
Microsoft Excel is software product designed and developed by Microsoft for strong
data in an organized way. Microsoft Excel, often referred to simply as Excel, is a powerful
spreadsheet application developed by Microsoft. It has become an essential tool in various
fields, from business and finance to education and research. Excel offers a wide array of
features designed to help users create, manage, analyze, and visualize data effectively. In
this blog, we'll explore the features of Microsoft Excel, starting with a brief introduction to the
software.
Microsoft Excel is also used to extract insights from data and represent the
visualizations using graphs and charts. Microsoft Excel is a part of the Microsoft Office suite,
which includes other popular applications like Word, PowerPoint, and Outlook. It is primarily
used for creating, editing, and managing spreadsheets. A spreadsheet is a digital grid
composed of rows and columns where users can enter, organize, and manipulate data. To
truly harness the power of Microsoft Excel, it's essential to explain the features of MS Excel
comprehensively, ensuring you can make the most of this versatile tool in your daily tasks.
The first & most sophisticated of three is the worksheet or the spread sheet program.
It electronically duplicates the amount of text and numbers and widely used for accounting
package by bank & financial institutes. The Microsoft Excel allows you to apply variety of
calculations and is very convenient tool for preparing budgets, annual reports, income
statements, income tax calculation and what if analysis.
Features of MS Excel
Key Features of MS Excel
• Spreadsheets and Data Organization. At its core, Excel is designed to work with
spreadsheets. ...
• Formulas and Functions. ...
• Data Visualization. ...
• PivotTables and Pivot Charts. ...
• Data Validation and Drop-Down Lists. ...
• Conditional Formatting. ...
• Data Sorting and Filtering. ...
• Data Analysis Tool Pak.
•
Data Visualization
Excel offers a variety of data visualization chart types, such as bar graphs,
line charts, and pie charts, to help users visualize data trends and patterns. This
is one of the main features of MS excel. Creating charts is as simple as selecting
data and choosing a chart type, making it an excellent tool for creating informative
reports and presentations.
PivotTables are powerful tools for summarizing and analyzing large datasets.
This is one of the advanced features of MS Excel They allow users to create
dynamic summaries, apply filters, and rearrange data to gain insights from
different angles. Pivot Charts works hand-in-hand with PivotTables to provide
visual representations of the summarized data.
Excel enables users to create drop-down lists and apply data validation rules
to ensure data accuracy and consistency. This feature is particularly useful when
multiple individuals are entering data into the same spreadsheet, as it helps
prevent errors.
Conditional Formatting
Excel provides robust sorting and filtering capabilities that make it easy
to organize and locate specific data within a large dataset. Users can sort data
alphabetically or numerically and apply filters to display only the relevant
information.
For advanced statistical analysis, Excel offers the Data Analysis Tool
Pak, a collection of statistical functions and tools. It includes features like
regression analysis, sampling, and hypothesis testing, making it valuable for
professionals in fields such as finance, science, and engineering.
Solver Add-In
• Data entry
• Data management
• Accounting
• Financial analysis
• Programming
• Time management
• Task management
• Financial modeling
A workbook in Excel is a file that contains one or more worksheets, which are
also known as spreadsheets. A workbook is a collection of spreadsheets that can
be treated like the pages of a book.
You can use a workbook to organize, input, and analyze data. Each
worksheet is made up of cells that are organized into rows and columns, and you
can enter data like text, numbers, dates, or formulas into the cells.
By default, Excel shows one Work sheet/spread sheet. You can add any
number of worksheets. The maximum number i of worksheet we can add into one
workbook is 255.
After successful booting, login and loading windows, windows program gets
activated, and various programs groups will be displayed. Now search for Microsoft
Office group and select Microsoft Excel program icon and double click the mouse
button to load Microsoft excel. Or search Microsoft Excel icon in the desktop and
double click the mouse button to load Microsoft excel.
+
• This tab also contains items that are mostly related to file and document
management – such as opening new or existing worksheet files, saving, and
printing.
• The options item, which is also located on the menu, is used to alter the look of the
program as a whole by choosing which screen elements to display, such as scroll
bars and gridlines. It also contains options for activating a number of settings – such
as automatic recalculation of worksheet files and choosing which languages to use
for spell check and grammar.
RIBBON
• The Ribbon is the strip of buttons and icons located above the worksheet. When
clicked on, these buttons and icons activate the various features of program. First
introduced in Excel 2007, the ribbon replaced the menus and toolbars found in
Excel 2003 and earlier versions.
RIBBON TABS
• Tabs are part of the horizontal ribbon menu that contains links to various features
of the program. Each tab – such as Home, Page Layout, and Formulas – contains
a number of related features and options that are activated by clicking on the
appropriate icon.
Ribbon Groups
Groups are bunches of buttons which is used for various task in excel. There are
7 ribbon groups in Home ribbon. They are 1) Clipboard 2) Font 3) Alignment 4)
Number 5) styles 6) Cells 7)Editing. These groups are also available in other ribbon
groups.
QUICK ACCESS TOOLBAR
• This toolbar allows you to add frequently used commands. Click on the down arrow
at the end of the toolbar to display available options.
ACTIVE CELL
• The active cell is recognized by its black outline. Data is always entered into the
active cell. Different cells can be made active by clicking on them with the mouse
or by using the arrow keys on the keyboard.
ADD SHEET ICON
• Adding additional worksheets can be done by clicking on the add sheet icon next
to the sheet tab at the bottom of the screen or you can use this keyboard shortcut
to add a new worksheet.
CELL
• Data entered into a worksheet is stored in a cell. Each cell can hold only one piece
of data at a time.
• A cell is the intersection point of a vertical column and a horizontal row.
• Located above the worksheet, this area displays the contents of the active cell.
The formula bar can also be used for entering or editing data and formulas.
NAME BOX
• Located next to the formula bar, the Name Box displays the cell reference or
the name of the active cell.
COLUMN LETTERS
• Rows run horizontally in a worksheet and are identified by a number in the row
header.
SHEET TABS
• The tab at the bottom of a worksheet tells you the name of the worksheet – such
as Sheet1, Sheet2 etc.
• Renaming a worksheet or changing the tab color can make it easier to keep track
of data in large spreadsheet files.
• Switching between worksheets can be done by clicking on the tab of the sheet you
wish to access or by using this keyboard shortcut to change between worksheets.
ZOOM SLIDER
• Located in the bottom right corner of the Excel screen, the zoom slider is used to
change the magnification of a worksheet by dragging the slider box back and forth
or by clicking on the Zoom Out and Zoom In buttons located at either end of the
slider.
STATUS BAR
• The status bar, which runs horizontally along the bottom of screen, can be
customized to display a number of options, most of which give the user information
about the current worksheet, data the worksheet contains, and even the user’s
keyboard – such as whether the Caps Lock, Scroll Lock, and Num Lockleys are
turned on or off.
• The status bar also contains the zoom slider, discussed below, which allows users
to alter the magnification of a worksheet.
The intersection of rows and columns are called as CELL. There are
approximately 1613 crores of cells(1048576x16384) in one worksheet. Each cell
can hold up 255 characters or 1024 characters formula. Each cell is surrounded by
gray line is called grid line.
Each cell is identified by its cell address. It is made up of column letter and
row number. The address of first cell is A1 and the last cell is XFD1048576. The
cell address of active cell is displayed in Name Box. Press F5 to go to specific cell.
The active cell is surrounded by dark border. Active cell is the cell where we can
start typing.
Moving around the worksheet
The keyboard can be used to move cursor quickly and easily on the
worksheet. There are 8 keys i.e. 4 arrow keys, Home key, End key, Page up key
and Page Down Key. We can use Ctrl & Shift keys to move the cursor in worksheet
Ctrl + Page down key is used to skip sheets forward in the worksheet and Ctrl
+Page up keys is used to skip between sheets backward in the worksheet.
Using mouse: The user can move across the worksheet using the mouse.
This can be done with help of scroll bar. During excel operation mouse pointer will
change its shape into various formats.
Excel Commands
Excel commands perform actions that users can do, like opening, closing,
and editing documents, and altering Excel settings. The excel commands can be
given in one of the following ways
By clicking right mouse button , excel opens a shortcut menu that gives direct
access of most commonly used commands. Clicking right mouse button on active
cell will display the following shortcut menu which contains regular used commands
like cut, copy , paste, insert , delete, format cells etc.
Using templates
Excel wizards are interactive tools that guide users through tasks in Excel, such as
creating charts, formulas, and graphs. They are designed to simplify the user experience,
especially for those who are less familiar with Excel's advanced features. The Excel Wizard
is essentially a set of interactive, step-by-step tools designed to guide users through specific
tasks. These wizards serve as virtual assistants, providing assistance in creating complex
formulas, charts, graphs, and more.
Here are some examples of Excel wizards:
• Chart Wizard
Helps users create charts by selecting a cell range with data, clicking the Recommended
Chart icon, and then switching between chart types
• Function Wizard
Lists all functions available in Excel and helps users find the right function to solve a
problem. It can also be used to create Excel macros that specify how data from MATLAB
functions is placed and outputted to worksheets
• Query Wizard
Helps users select and combine data from different tables and fields in a database
Ex No 3:
Create a worksheet Income Tax calculation Report with following fields
Slno, Name, Monthly-Salary, Monthly-Deduction, Net-Salary, Annual-Salary, Standard
Deduction, Taxable Income, Tax Liability, Take Home Pay
Processing Steps
1. Enter Today’s Date & Time
2. Enter Serial Number from 1 to 20
3. Enter 20 Names
4. Enter Monthly Salary from 5000 to 20000
5. Enter Monthly Deduction from 1000 to 4000
6. Calculate Net Salary
Net-Salary * 12
8. Calculate Standard Deduction
If Annual Salary is greater than 60000 then Standard deduction is 30% of Annual Salary
Else 12000
9. Calculate Taxable Income
Range in Excel
Whenever we see the word range in excel, we refer to it as a cell or a collection of cells in an
excel spreadsheet. It can also be used to refer to the adjacent cells or non-adjacent cells in
the dataset. In excel, each range has its defined set of coordinates or positions, unlike A4:A7,
B5: F9C, etc.
You can perform many operations with ranges in your Excel worksheet, unlike copying the
dataset, moving data from one position to another, formatting cells, and even you can name your
range. In this tutorial, we will briefly cover all the topics about ranges.
Select a Range
While working with excel, you may want to select a multi cell range so you can easily make a
command for all the cells at once. For example, let's suppose you can highlight the headers in
the cell range A2:E2. You select the range and change the background colour of the cells.
Similarly, you can select any range of cells in your Excel worksheet.
Types of Ranges
1. Vertical Range
Vertical range refers to the selection of the cells within a column. For example, in the
below image, the vertical range is A1:A5. However, if you select the entire column, the
vertical range would be A: A.
2. Horizontal Range
Horizontal Range refers to the selection of cells within a row. For example, in the below
image, the horizontal range is A2:E2. However, if you select the entire row, the vertical
range would be 2:2.
3. Mixed Range
Mixed Range refers to the collection of cells formed by combining adjacent rows and
columns. For instance, in the below example, the mixed Range is A2: E10.
4. Multiple Selection Range
To define a range, it's not necessary to select only the adjacent cells. Therefore with
Multiple Selection Range, a collection of non-adjacent cells are selected. For instance, in
the below example the Multiple Selection range is B4, B8, C7, D5, D8, E6.
Move a Range
By default, if you move a range of cells in excel, it will move the data from one location to
another along with its formatting such as font, text or number format, cell borders, font colour,
etc.
1. Select the range of cells you want to move from one location to another in your excel
spreadsheet.
2. As soon as you select the cells, you will notice the entire range of selected cells become
active with a green box around it.
3. Move your cursor to the green border, and you will see that the cursor changes to a four-
headed arrow icon.
4. Using the arrow moves the cell to another location within the same Excel
worksheet. Unlike here, we can move it to column E.
Note: After moving the cells, all the data and formatting will be automatically removed
from the original range (C1:C6).
Copy/Paste a Range
By default, if you copy a range of cells in excel, it will copy the data from one location along
with its formatting such as font, text or number format, cell borders, font colour, etc. and paste
it to its new location.
Follow the given below steps to copy & paste a range of cells in Excel:
Note: You will notice that the selected range of cells (B1:C6) still has a dotted border.
It means the excel range is still copied in your clipboard, and you can again paste it
anywhere within your excel worksheet. Therefore we need to remove the data from
our clipboard. To clear the clipboard content, press the Escape key from the
keyboard. And as soon as you do that, the dotted border about the range will longer
be seen.
To add a named range in your Excel worksheet, follow the below steps:
1. Select the range of cells for which you want to define the name.
2. Go to the ribbon toolbar located at the top of your Excel window. Click on the Formulas tab ->
Defined Names group -> Define Name option.
3. The New Name window will open (as shown below). In the descriptive name textbox, enter
any suitable name for the range. In our case, we have entered Student Marks as the name for
the selected range.
7. Now that we have defined the range's name, we can directly use the name Student_Marks in
formulas to refer to the named range of cells. For example, type the below formula in your excel
worksheet.
8. The SUM formula will quickly calculate the sum of all numbers present in a defined range
and will give you the following result.
Result: 55
There are various methods to select a cell or multiple cells in Excel, such as through a mouse
or by keyboard shortcut keys or a combination of both. As Microsoft Excel users, it is essential
to quickly select cells, rows, columns, table cells present in an Excel worksheet. Selection assists
the users in various tasks such as insertion, deletion, and formatting of multiple rows and columns
in an Excel worksheet. Whenever you select any cells, row, column, or cell range, you will notice
that the color of the selected cell(s) will change and get highlighted compared to the rest of the
cells.
We want to select the B 4 cell. So we will keep our cursor to that particular cell address to select
it.
1. Put your mouse cursor on the first cell from where you want to start your selection,
i.e., B1.
2. Press your mouse button and drag the mouse cursor till cell E10. It will include all the
in-between cells.
3. Leave the mouse cursor, and the cells B1: E10 will get selected.
Select Rows/Columns
While working with Excel many times, the user requires selecting an entire row or column for
various operations such as hiding or deleting the row or column, applying some conditional
formatting, highlighting the data, etc.
Unlike you select a cell in Excel by placing the mouse cursor on the respective cells, you can also
select any row or a column by moving your mouse on the row or column.
1. To select entire row click on row header or place the cursor on the cell for which row you
want to select then press Shift & space bar
2. To select entire column click on column header or place the cursor on the cell for which
column you want to select then press CTRL & space bar
3. Select Multiple Contiguous Rows/Columns
4. We work on Excel and manipulate the data. Sometimes we want to select multiple rows/
columns together to apply the same operation on adjacent rows/columns at once.
Bring your mouse cursor over row number 5 in the Excel worksheet.
Double click the left cursor to select Row 5, but keep the mouse left button pressed as
we have to select multiple rows. .
While pressing the mouse drag your cursor down till you reach Row 8 At this point leave
the mouse pointer and the three adjacent rows will be selected.
Bring your mouse cursor on the top of your first-row number, i.e., row 5 in
Excel. Click on the row number to select it.
While pressing the Control Key, drag your mouse cursor to the desired row numbers to
select them. First, we dragged it to Row 7 and clicked on row number.
Leave the mouse button, move your mouse cursor to Row 9, click on the row number,
and select it.
The worksheets are located in the bottom area of the Excel window, which is known as the Sheet
tab.
We have three OR ONE worksheets in the Sheet tab, such as Shhet1, Sheet2, and Sheet3.
To view any of the desired worksheets, we need to click on the name of that particular sheet from
the Sheet tab.
As soon as we click the Insert option, Excel launches the Insert dialogue box. We must choose
the Worksheet option and click the Ok button to create a new worksheet and close the
dialogue box.
Creating a worksheet using the Ribbon
First, we need to go to the Home tab on the Ribbon.
Next, we need to click the drop-down icon associated with the Insert option in the category
named Cells.
Ex No 4:
Create a worksheet BUDGET Report with following fields
Expenses, PURCHASE, SALARY, CONVENYANCE-EXP, PRINTING & STATIONARY, RENT
CHARGES, TELEPHONE CHARGES, ELECTRICITY CHARGES, STYAFF WELFARE EXP,
OTHER EXP FOR 4 QUARTERS
Processing Steps
1. Enter Today’s Date & Time
2. Enter QUAERTER1, QUARTER2, QUARTER3, & QUARTER4 under expenses
3. Enter the amount for various expenses for the quarter1
4. Calculate the expenses of quarter2, it will be 5% more than that of quarter1
5. Calculate the expenses of quarter3, it will be 7.5% more than that of quarter2
6. Calculate the expenses of quarter4, it will be 10% more than that of quarter3
7. Find the total expenses of all 4 quarters
8. Find the total of all expenses
9. Find the average expenses of all 4 quarters
10. Find the average of all expenses
11. Find the maximum, minimum expenses of all 4 quarters
12. Draw the pie graph on total expense of each quarter , give suitable heading
After entering data, you can press Tab key to move to next column and can press Enter key to
move to next row. You can press arrow keys for more options to move to other cells.
Entering Text in Excel worksheet
Steps
Select a cell
1. Type the text & press Enter. Now types text will appear in active cell as well as
in formula bar. All the text are automatically left align the cell
2. If the text does not fit within the column, then increase the column width by
double clicking on the boundary of the column or drag the column boundary. Or
select Home-Format-Column Width and enter proper column width. The default
is 8.43 and minimum is 1 and maximum is 255
The numbers can enter into the worksheet same as entering a text. All numbers are
automatically right aligned in the cell. Numbers can not be entered with coma (,), dollar sign
($), percentage sign (%) and scientific notation (6E4). It can be included after entering the
numbers during formatting the worksheet. The number can include the digits 0 to 9 and + & -
symbol.
Inserting the date in an Excel sheet is a necessary operation that every Excel user may
require while working with Excel sheets. There are several ways in Excel to insert the date in
an Excel sheet. Excel users can insert the date manually or use Excel inbuilt functions to
insert the date in a worksheet.
By default, Excel uses the dd-mm-yyyy format for date. You can change the format to
date format via Format Cells feature of Excel. Excel does not support the backslash (/)
operator to separate the date. If you enter the date like 05/05/2020, it will automatically change
to 05-05-2020 date format
We had manually entered some dates in an Excel column. These dates are in different
formats. These are entered by typing the date manually in the cell. Following are some dates
entered manually in Excel cells. These are the different date formats supported by MS Excel.
All the dates are right-aligned in this Excel sheet. All these data are in date format only. If the
date entered by the user is acceptable as date by Excel, it will be right-aligned in the cell.
In the above screenshot, all dates are entered manually by typing in an Excel sheet. Now, we
will use Excel inbuilt function to enter the current date and time. This time is updatable in real-
time. TODAY() function will return the current date of the system.
Besides this, there is one more function in Excel using which you will find the current date,
i.e., NOW(). But this function returns the current time along with the current date.
You can use this shortcut command to enter the current date in an
CTRL + ;
Excel cell.
We can auto-populate the date and save time. For this, we will use the Excel autofill feature.
See the steps to auto-populate the date in an Excel sheet -
Step 1: Enter the initial date in the first cell of the Excel sheet.
Step 2: Now, select the entered date of the cell and take the cursor at the bottom right
corner of the cell where + sign will appear.
Step 3: Drag this + symbol to the below cells till date you want to insert the date. We
have dragged it to row 30 and auto-populated the date till the month-end.
Excel users can choose different date formats offered by Microsoft Excel. This feature
is available inside the Format Cells in the Home tab. Several date formats are available
and you can also choose custom date formats, like date with time, date with day, etc.
Step 1: To change the format of the inserted date, first of all, select the date and right-
click on it.
Step 2: Choose the Format Cells option from the list that will open a formatting
window panel.
Step 3: You are currently on the Date tab, where dd-mm-yyyy is the current date
format.
Step 4: Choose a date format in whatever form you want to display your selected date
and click OK.
Step 5: See that all the selected date has been changed to the selected format.
DATE() is another inbuilt function of Excel using which a specific date can be inserted in a
valid format. In this function, you do not need to specify any date format. You have to just
insert the year, month, and day as a parameter in this function to get the date.
See the given step to insert the date using the DATE() function in the Excel sheet.
We can enter numbers and text manually however excel provides a solution to this
time consuming process whenever the user wants to fill the cell range with data that forms
a series . For ex. 1,2,3,4…….. or Monday, Tuesday , Wednsday ,…….. or Jan, Feb,
Mar……etc . This can be done by using fill handle. The fill handle is located at lower right
Steps :
If two or more vales are selected for an autofill , the Excel will determine the difference and
auto fill accordingly
For ex Fill the renge with add numbers , then type 1 in cell A1 and 3 in cell A2. Now select
both the cell and then drag the autofill handle to specific range. Now excel fills the range
accrdinglly. For ex 1,3,5,7,9,11,13……
100,200,300……………..1500,
If you want fill the range with Natural Number 1,2,3,4,5…… then type 1 in cell A! and hold
down the CTRL key and drag the Auto Fill handle uptp specific range . Now natural numbers
are filled in the cell
Creating Cutom Auto Fill List
Apart from the built in list which are used to perform autofill , Excel gives the user the
capability to create our own autofill list. This is known as Custom Auto Fill List.. for eg. List of
Student Names in the Class, List of states in the Country, List of countries in the world etc.
These data are required to entered frequently in the worksheet . Then a custom autofill will
save the lot of time .
Steps.
IF you want to edit the data in the worksheet then floww the foloowing stpes
1. Place the cursor on the specified cell for which you going to edit
2. Now the information is displayed in the formula bar
3. Edit the data nad press enter
WE can replace the orginal entry with another entry by retyping the new entry in the same
cell
Copying the cell contents
IF you want the cell contents to be copied to the another cell follow the following steps
IF you want the cell contents to be moved to the another cell follow the following steps
Some times it may happen the after rhe worksheet is created, the user may want to
insert some extra rows and columns for some purpose which user forget to enter ar the time
of workshett creation. The excel provided a facility to insert rows and columns. Inserting, &
dleteting the rows & columns are powerfull and dangerous operations. Deleting the roes and
columns may cause loose of important data .
Clearing the Cell contents, select the cells which your are going to clear, then press Del Keu
or press right mouse mouse button and select Clear contents command.
Hiding Rows,coloumn
Hiding Worksheet
1. Select the worksheet which you are going to hide from sheet tab
2. Press right mouse button and select the Hide command
3. Now the selected worksheet Is hidden from the sheet tab
Unhiding Worksheet
Protecting a Workbook
1. Text Formuls
2. Numeric Formuls
3. Logical Formuls
Text formula
It uses text operator ampersand(&). This operator is used to joins the two
text in the excel. For eg. The Cell A! contains GOOD and Cell A2 contains
MORNING. Now the formula =A1&A2 will retrun the answer GOODMORNING.
Numeric formula
Numeric formula
It contains comparison operator such as >, <, >=, <= , = , <> etc.
For example the the Cell A1 contains 10 and cell A2 contans 5 . then in cell A#
type te formula =A1>A2 will retun True , =A1<A2 will retrun False , =A1=A2 will
retrun the value Fasle
1, All formula must always begins with = sign. Or it may also begin with + or –
sign also
1. Arithmatic Operator
2. Relational Operator
3. Logical Operator
Airthmatic Operator
Relational Operator
These operators compares two or more values and produce logical value True
or False
Logical Operator
These coperators combines with relational operator and return the result as True
or False.
Operator Example
AND =AND(A1>10,B1<15)
OR =OR(A1<35,B1<35,C1<35
NOT =NOT A1>B1
It is similar to copying the cell contents. Formula can also be copied from
one location to another location of worksheet to another worksheet. For eq. If
you enter the formula in C1 as =A1+B1 Now result of this formula will be
displayed in the cell C1. IF you want to copy this formula from C1 to C5 then
you must drag the fill handle up to C5. Now the formula will be relatively copied
and their values will be displayed in respective cell. The cell C2 contains the
formula =A2+B2, the cell C3 contains the formula =A3+B3 and so on.
Ex No 5:
Create a worksheet PAY ROLL REPORT with following fields
SLNO, NAME, EMP-CODE, DEPARTMENT,DOJ,BASIC SALARY, YRS_EXP,DA, HRA, PF, LIC,PTAX, GROSS-PAY,
GROSS-DEDUCTION & NET-PAY
Processing Steps
1. Enter Today’s Date & Time
2. Enter SLNO 1 TO 20
3. Enter NAME OF 20 EMPLOYEES
4. ENTER EMP-CODE FROM MRP001 TO MRP020
5. ENTER DEPARTMENT, DATE OF JOIN AND BASIC SALARY OF 20 EMPLOYEES
6. Calculate YRS_EXP
10 % OF BASIC SALARY
9. CALCULATE GROSS PAY
GROSS-PAY= BASIC-SALARY+DA+HRA
10. CLACULATE PF
PF=10% OF GROSS-PAY
11. CALCULATE PTAX
PTAX= 5% BASIC-SALARY
12. CALCULATE LIC
LIC=5% OF BASIC-SALARY
13. CALCULATE GROSS-DEDUCTION
GROSS-DEDUCTION= PF +PTAX+LIC
14. CALCULATE NET-PAY
NET-PAY=GROSS-PAY - GROSS-DEDUCTION
15. FIND TOTAL , AVERAGE, MAXIMUM, MINIMUM OF ALL NUMERIC DATA
16. FILTER ALL RECORDS WHOSE DEPARTMENT=SALES
17. FILTER ALL RECORDS WHOSE NAME STARTS FROM R OR P
18. FILTER ALL THE RECORDS WHOSE NET-PAY >50000 AND LESS THAN 100000
19. FILTER ALL THE RECORDS WHOSE YRS-EXP IS GREATER THAN 7 AND GROSS-PAY GREATER THAN 70000
20. DRAW BAR GRAPH ON NET-PAY
Ex No 6:
Create a worksheet SALES REPORT with following fields
SLNO, DEAL_CODE,DEAL_NAME,PLACE,QTY,RATE,SALE_AMOUNT,DISCOUNT,NET_AMOUNT
Processing Steps
1. Enter Today’s Date & Time
2. Enter SLNO 1 TO 20
3. Enter DEAL_CODE FROM A001 TO D020
4. ENTER 20 DEALER NAME
5. ENTER PLACE OF DEALER . SOME PALCE SHOULD BE BOMBAY OR DELHI
6. ENTER QTY & RATE OF ITEM
7. Calculate SALE_AMOUNT
SALE_AMOUNT=QTY * RATE
8. CALCULATE DISCOUNT
Formula can also moved from one worksheet location to another worksheet
location. When formulas are moved , their cell adress will not be changed
relatively.
Recalculation options
• Automatic
Formulas are recalculated automatically when a formula or referenced cell
changes
• Automatic Except Tables
Formulas are recalculated automatically, except for those in Excel Data
Tables
• Manual
When the user is working with large model, it is desirable to suppress
recalculation until the data entry is completed. Then calculation mode can be set
by using Excel option – formula- manual. The word calculate is displayed wen
data is being entered. This message will be remind us to do a recalculations .
Formulas are not recalculated automatically, and the user must select
Calculate Workbook to recalculate. Press F9 to recalculate Manually
Smart recalculation
Excel recalculates cells that depend on previously calculated cells, even if the
value of the previously calculated cell does not change.
Addressing Methods
1. Relative addressing
2. Absolute(Fixed) addressing
3. Mixed addressing
A relative cell reference in Excel is a cell reference that changes when a formula is
copied or moved to a different cell. This is the default type of cell reference in
Excel. For eg. Position cell pointer at cell C1 and type the formula =A1+B1. The
answer is displayed in the cell C1.When the formula is copied to C2, the excel
automatically change it relative to the location to which is copied. That is in the cell
C2 the formula will be changed as =A2+B2. Same as in cell C3 the formula will be
changed as =A3+B3. And so on . This ability to adjust a formula from one location
to another location is called relative addressing. In relative addressing , the formula
is always adjusted relative to its location.
Absolute(fixed) addressing Method:
In absolute address, the row & column both are fixed. But the mixed addressing
is a combination of relative & absolute address
A cell containing a formula will display the resuting values but not the
formula in the cell. When the user select the cell which contain the formula, the
formula will be displayed only at the formula bar. If you want the cell display the
actula formula instead of values. Then you select Formula-Show formula
option. Now the the cell contain formula will display formula instead of the values.
The auto sum ( ∑ ) tool automatically builds a sum formula in the active
cell based on continuous range of numbers. The sort cut key is Alt + =
Entering Reference
The user can enter references by typing cell addresses seperated by : operator
for eg. =MAX(A1:A10), =MIN(B1:B10), =SUM(A10:A20) etc. The another way
of selecting range is doing it directly on worksheet by dragging the relative cell
addresses. In the case of formula , after typing an equal sign and type proper
function name and bracket then click the first cell in the range and drag through
last cell. Now that range is surrounded by dotted line and that references
appears in the formula
For eg. The range A1:A10 has given name as number then you can write formula
as =sum(number).
Functions:
1. Constants
2. Cell Range
3. Range Name
4. Function
1. Constants
3. Range Name:
4. Functions:
Rules
5. CALCULATE ANNUAL_INCOME
MONTHLY_INCOME*12
6. CALCULATE ANNUAL SAVINGS
30% OF ANNAUL_INCOME
.
7. ENTER TAX_PAID (RANE IS 5000 TO 15000)
8. CALCULATE TOTAL_INCOME_TAX
If the ANNUAL_SAVING is less than or equal to 60,000 then TAX_REBATE is 20% of the ANNUAL_SAVING
otherwise TAX_REBATE is 12,000
10. Calculate NET_INCOME_TAX_PAYABLE
13. FILTER ALL THE RECORDS WHOSE ANNUAL_SAVING IS MORE THAN 60000
14. FILTER ALL THE RECORDS WHOSE EMP_NAME STARTS FROM S OR D AND NET_INCOME_TAX_PAYABLE IS
MORE THAN 5000
4. ENTER 20 EMP_NAME
7. CALCULATE DA
GPF= 8% OF BASIC_SALARY
12. CALCULATE LICENCE_FEE
EX NO 9
Create the worksheet WORK DONE REPORT with the following details
SL_NO,EMP_CODE,, EMP_NAME, DATE_OF_JOIN, HOURS_WORKED, , YEARS_OF_EXPERIENCE
MONTHLY_WAGES, MONTHLY_BONUS,EXPERIENCE_BONUS,TOTAL_INCME
Processing Steps
1. Enter Today’s Date & Time
2. Enter SLNO 1 TO 20
3. Enter EMP_CODE FROM E001 TO E020
4. ENTER 20 EMP_NAME,& DATE_OF_JOIN & HOURS_WORKED
5. CALCULATE YEARS_OF_EXPERIENCE
MONTHLY_WAGES=HOURS_WORKED * 30
7. CALCULATE MONTHLY_BONUS
11. FILTER ALL THE RECORDS WHOSE MONTHLY_BONUS IS GREATER THAN 2000
12. FILTER ALL THE RECORDS WHOSE EMP_NAME NOT STARTS FROM S OR D
13. FILTER ALL THE RECORDDS WHOSE YEARS_OF_EXPERIENCE IS GREATER THAN 10 YEARS
14. FILTER ALL THE RECORDS WHOSE EXPERIENCE_BONUS IS GREATER THAN 1000
16. PERFORM CONDITINAL FORMAT WHOSE TOTAL INCOME IS GREATER THAN 2000
18. COUNT ALL THE RECORDS WHOSE YRS_EXPERIENCE IS GREATER THAN 10 YEARS
19. FIND SUM, AVERAGE, MAXIMUM AND MINIMUM OF MONTHLY_WAGES, MONTHLY BONUS,
EXPERIENCE_BONUS AND TOTAL_INCME
EX NO 10
Create the worksheet MARKS REPORT with the following details
SL_NO,ROLL NO, STUDENT NAME, TOTAL MARKS
Processing Steps
1. Enter Today’s Date & Time
2. Enter SLNO 1 TO 20
3. Enter ROLL NO FROM 210829007120 TO 210829007140
4. ENTER 20 STUDENT NAME AND THEIR TOTAL MARKS(MAX 600)
5. PREPARE THE FOLLOWING TABLE
501-600
EX NO 12
Create the worksheet INCOME REPORT with the following details
SL_NO,EMP NAME, GROSS INCOME , INCOME TAX , NET INCOME
Processing Steps
1. Enter Today’s Date & Time
2. Enter SLNO 1 TO 20
3. ENTER 20 EMPLOYEE NAME AND THEIR GROSS INCOME (RANGE 30000 TO 500000)
4. CLACULATE INCOME TAX
10. DRAW A BAR CHART ON NET INCOME AND GIVE SUITABLE HEADING
EX NO 13
Create the worksheet SELECTION REPORT with the following details
SL_NO,APP_NUMBER, CAND_NAME,CAND_QUAL,QUAL_SUB,CAND_AGE,CAND_CAST, REMARKS
Processing Steps
1. Enter Today’s Date & Time
2. Enter SLNO 1 TO 20
3. ENTER 20 APP_NUMBER S001 TO S020
4. ENTER CAND_NAME, CAND_QUAL(BSC,BCOM,BA,BE,MTECH,MA,MCOM,MSC)
5. ENTER QUAL_SUB (MATHS, PHYSICS, CHEMISTRY, COMMERCE, ARTS)
6. ENTER CAND_AGE(15 TO 25)
7. ENTER CAND_CAST (BC, OBC, SC, ST, GEN, )
8. FIND REMARKS
The Selection is for screening the records of candidate for the post of Computer Programmer”. The
qualification required for the post should be BSC, subject should be MATHS and age should not exceed 20
years and caste should Be BC or SC or ST. if THE CANDIDATE FULFIL ALL THE CONDITION . THEN REMARKS IS
“SELECTED” OTHER WISE “REJECTED”
9. Filter all the records for Cand_qual is BSC
10. Filter all the records for Cand_qual is BCOM
11. Filter all the records for Cand_qual is BA OR MA
12. Filter all the records for CAND_AGE IS GREATER THAN 15 AND LESS THAN 20
13. Filter all the records for Cand_CAST IS SC OR ST
14. Filter all the records for Cand_qual is OBC
15. Count all the records whose qual_sub is MATHS
16. Count all the records whose age is more than 15 years and Qualification is BA
17. Filter all the records whose remarks is “SELECTED”
18. Filter all the records whose remarks is “REJECTED”
19. Filter all the records for name not starts from letter S
20. Draw line graph on Cand_age
21. Sort the records in Descending order of Cand_age
Ex. No 14:
Create spread sheet as details given below
First Heading SYNDICATE BANK , MULKI
SLNO, FD-NO, FD NAME, FD DATE, FD PERIOD, CATEGORY, AMOUNT DEPOSITED, INTREST RATE ,
Processing steps:
SLNO, FD-CODE & FD-NAME can be filled with custom auto fill.
2. ENTER FD DATE & FD PERIOD ( NUMBER OF YEARS)
3. ENTER GATEGORY “P” FOR PUBLIC AND “E” FOR EMPLOYEE
4. ENTER AMOUNT DEPOSITED FOR 15 FIXED DEPOSITORS
5. CLACULATE INTREST AMOUNT
IF FD PERIOD<=3 YEARS THEN INTEREST RATE IS 9% IN CASE OF PUBLIC AND 9.5% IN CASE OF
EMPLOYEE
IF FD PERIIOD >3 YEARS AND FD PERIOD <=6 YEARS THEN INTEREST RATE IS 11% IN CASE OF
PUBLIC AND 11.5% IN CASE OF EMPLYEE
IF FD RERIOD > 6 YEARS THEN INTEREST RATE IS 14% IN CASE OF PUBLIC AND 15% IN CASE OF
EMPLOYEE
6. CALCULATE INTREST AMOUNT [ AMOUNT DEPOSITED * INTREST RATE * FD PERIOD]
7. CALCULATE DUE DATE [ FD DATE+FD PERIOD*365]
8. CLACULATE AMOUNT TO BE PAID [ AMOUNT DEPOSITED + INTREST AMOUNT ]
9. Extract all the PUBLIC records
10. Extract all the EMPLOYEE records
11. CALCULATE TOTAL AMOUNT DEPOSITED BY PUBLIC
12. CALCULATE TOTAL AMOUNT DEPOSTED BY EMPLOYEE
13. CALCULATE ALL DEPOSTORS WHO DEPOSITED MORE THAN 50000
14. Draw a Line graph on AMPOUNT TO BE PAID and Give suitable Heading
15. Sort all records in DESENDING ORDER OF AMOUNT DEPOSITED
Functions are categorised as follows
1. Mathematical Function
2. Statistical Function
3. Financial Function
4. Logical Function
5. Date & Time functions
6. Text Functions
Mathematical Function
Stastical Function
Function Description
DATE function Returns the serial number of a particular date
=DATE(YYYY,MM,DD)
DATEDIF Calculates the number of days, months, or years between two dates. This function
function useful in formulas where you need to calculate an age.
are known limitations with it. See the known issues section below.
=day(today())
DAYS360 Calculates the number of days between two dates based on a 360-day year
function
EDATE function Returns the serial number of the date that is the indicated number
EOMONTH Returns the serial number of the last day of the month before or
function
after a specified number of months
NOW function Returns the serial number of the current date and time
WEEKNUM Converts a serial number to a number representing where the week falls
function
numerically with a year
WORKDAY Returns the serial number of the date before or after a specified number of
function
Workdays
WORKDAY.INTL Returns the serial number of the date before or after a specified number of
function
workdays using parameters to indicate which and how many days are
weekend days
LOGICAL FUNCTION
Logical functions are used to perform or tests to determine is a condition is true or false
A B C D E F G h
1 Name Sub1 Sub2 SUB3 TOTAL AVERAGE RESULT GRADE
2 JEEVAN 45 56 67
3 MAHESH 56 78 89
4 KIRAN 34 44 23
=IF(OR(B2<35,B3<35,B4<35),”FAIL”,”PASS”)
=IF(G2=”FAIL”,”FAIL”,IF(AND(F2>=35,F2<50),”THIRDCLASS”,IF(AND(F2>=50,F2<60),”SE
CONDCLASS”, IF(AND(F2>=60,F2<70),”FIRSTCLASS”,”DISTINCTION”))))
`
TEXT FUNCTION
Excel's text functions can format and manipulate text strings, including numbers,
dates, and times.
HLOOKUP is a function in Excel and Google Sheets that searches for a value in
the top row of a table or range and returns a value from a specified column. The H
in HLOOKUP stands for "Horizontal".
How to use HLOOKUP
1. Specify the value to search for. This could be a cell reference, text string, or
numerical value.
2. Specify the range of cells that contains the data.
3. Specify the row number in the range to retrieve a value.
When to use HLOOKUP
HLOOKUP is useful when you need to retrieve information from a data set that is
arranged in rows rather than columns. For example, you can use HLOOKUP to
find the English marks obtained by a student whose name starts with “P”.
HLOOKUP formula
The syntax for HLOOKUP is:
• =HLOOKUP(lookup_value, table_array, row_index_num,
[range_lookup])
SUMIF
The SUMIF function is a premade function in Excel, which calculates the sum of
values in a range based on a true or false condition.
It is typed =SUMIF:
SUMIFS Function
The SUMIFS function is a premade function in Excel, which calculates the sum of a
range based on one or more true or false condition.
It is typed =SUMIFS:
=SUMIFS(D2:D9,B2:B9,"=Delhi", D2:D9,">=15")
total orders placed by who resides in Delhi and order quantity is greater than
equal to 15.
=SUMIFS(D2:D9,B2:B9,"=Delhi", C2:C9,"=North" )
=AVERAGEIFS(D2:D9,B2:B9,"=Delhi", D2:D9,">=15")
FIND AVERAGE orders placed by who resides in Delhi and order quantity is
greater than equal to 15.
=AVERAGEIFS(D2:D9,B2:B9,"=Delhi", C2:C9,"=North" )
Formula: =INDEX(C3:E9,MATCH(B13,C3:C9,0),MATCH(B14,C3:E3,0))
This is an advanced alternative to the VLOOKUP or HLOOKUP formulas (which have several
drawbacks and limitations). INDEX MATCH is a powerful combination of Excel formulas that
will take your financial analysis and financial modeling to the next level.
INDEX returns the value of a cell in a table based on the column and row number.
Here is an example of the INDEX and MATCH formulas combined together. In this example,
we look up and return a person’s height based on their name. Since name and height are
both variables in the formula, we can change both of them!
The INDEX MATCH Formula is the combination of two functions in Excel: INDEX and MATCH.
=INDEX() returns the value of a cell in a table based on the column and row number.
Combined, the two formulas can look up and return the value of a cell in a table based on
vertical and horizontal criteria. For short, this is referred to as just the Index Match function.
Below is a table showing people’s names, height, and weight. We want to use the INDEX
formula to look up Kevin’s height… here is an example of how to do it.
1. Type “=INDEX(” and select the area of the table, then add a comma
2. Type the row number for Kevin, which is “4,” and add a comma
3. Type the column number for Height, which is “2,” and close the bracket
4. The result is “5.8.”
How to Use the MATCH Formula
Sticking with the same example as above, let’s use MATCH to figure out what row Kevin is in.
1. Type “=MATCH(” and link to the cell containing “Kevin”… the name we want to look
up.
2. Select all the cells in the Name column (including the “Name” header).
3. Type zero “0” for an exact match.
4. The result is that Kevin is in row “4.”
How to Combine INDEX and MATCH
Now, we can take the two MATCH formulas and use them to replace the “4” and the “2” in
the original INDEX formula. The result is an INDEX MATCH formula.
1. Cut the MATCH formula for Kevin and replace the “4” with it.
2. Cut the MATCH formula for Height and replace the “2” with it.
3. The result is Kevin’s Height is “5.8.”
4. Congratulations, you now have a dynamic INDEX MATCH formula!
in a range and return a corresponding value from another range. It replaces older
for more flexible searches, including reverse lookups and partial matches.
if we want to get the math marks of Carry then follow the next step
Step 2: Enter the Formula
We will enter =XLOOKUP(E2, A2:A5, B2:B5) in the F2 cell to get the marks of
carrying.
Data validation in Excel is a tool that controls what data can be entered into a cell
or range of cells. It can help ensure data accuracy and consistency.
Benefits of data validation
• Reduces errors: Ensures that data meets predefined criteria
• Saves time: Automates data control, reducing the need for manual checks
• Improves efficiency: Streamlines data entry and processing
• Supports data integrity: Maintains consistency and reliability in datasets
How to use data validation
1. Select the cells you want to validate
2. Click the Data tab
3. Click the Data Validation button
4. Choose the type of validation you want to use, such as date validation, list
validation, or custom data validation
5. Set the validation criteria
Using Excel's built in data entry form is a quick and easy way to enter data into an Excel database.
Using the form allows you to: • start a new database table or to add new records to an existing one •
scroll through data records one at a time • search for records containing specific information • edit or
delete individual records if necessary
The data entry form is one of Excel's built in data tools. To use it all you need to do is provide the
column headings to be used in your database, click on the Form button, and Excel will do the rest. To
make things more challenging, however, Microsoft chose not to include the Form button on the ribbon.
The first step to using the data entry form, is, to add the Form button to the Quick Access Toolbar so
that we can use it.
2. Choose More Commands from the list to open the Customize the Quick Access Toolbar dialog box.
3. Click on down arrow at the end of the Choose commands from to open the drop down menu.
4. Choose All Commands from the list to see all the commands available in the left hand pane.
6. Click on Add button between the command panes to add the Form command to the Quick Access
Toolbar.
7. Click OK.
8. The Form button should now be added to the Quick Access Toolbar. This is a onetime operation.
Once added, the Form button remains available on the Quick Access Toolbar every time you use Excel
as shown below.
Adding Field Names to the Form
1. First we need to provide the column headings or field names to be used in our database.
2. The easiest way to add the field names to the form is to type them into cells in your worksheet on
the first row. You can include up to 32 field names in the form.
2. Click on the Form button that was added to the Quick Access Toolbar in step one.
3. Clicking on the form button will bring up a message box from Excel containing a number of options
related to adding headings to the form.
Since we have already typed in the field names we want to use as headings all we have to do is Click
OK in the Microsoft Office Excel message box.
4. The form containing all of the field names should appear on the screen.
Once the data headings have been added to the form adding records to the database is simply a matter
of typing in the data in the correct order into the form fields. Click New for each record.
Using the Form's Data Tools A major problem with any database is maintaining the integrity of the
data as the file grows size. This requires fixing data errors, updating individual records & deleting
obsolete or duplicate records. The data entry form contains several tools along the right hand side that
makes it easy to find and correct or delete records from the database. These tools are:
The Find Prev and Find Next buttons - these allow you to scroll forward and back through the
database one record at a time.
The Delete button - this is used to delete records from the database.
The Restore button - this can be used to undo changes to a record that is being edited. Occasionally,
we make the wrong changes to a record or even edit the wrong record all together. If so, the restore
button can be used to undo those changes.
Note: the restore button only works as long as a record is present in the form. As soon as you access
another record or close the form, the restore button becomes inactive.
The Criteria button - allows you to search the database for records using one or more field names, such
as name, age, or program. More below.
Searching for Records Using One Field Name with the Criteria
To start a search first open the Form then click on the Criteria button. Clicking on the Criteria button
clears all the form fields but does not remove any data from the database. Type in data you are searching
for then click on the Find Next button. Click on the Find Next button a second and third time to search
within the data and they will appear one after the other. Click on Criteria to clear those results to type
in your next Criteria to search for.
1. In your worksheet, type the column headings in the topmost row as usual. If you
want an input form for an existing data set, skip this step.
2. Select any cell in your dataset and click the Ctrl + T keys simultaneously. This will
select all the data and convert it to a table.
3. Place the cursor anywhere within the table and click the Form button. Done!
2. Click on the Form button on the Quick Access Toolbar or on the ribbon.
3. In the input form, click the New button.
4. Type the information in the appropriate fields.
5. When done, hit the Enter key or click the New button again. This will add the
record to the table and get a blank form for the next record.
Charts in Excel
A simple chart in Excel can say more than a sheet full of numbers. As you'll see, creating charts
is very easy.
Create a Chart
To create a line chart, execute the following steps.
Note: enter a title by clicking on Chart Title. For example, Wildlife Population.
2. On the Chart Design tab, in the Type group, click Change Chart Type.
2. On the Chart Design tab, in the Data group, click Switch Row/Column.
Result
Data Labels
You can use data labels to focus your readers' attention on a single data series or data point.
3. Hold down CTRL and use your arrow keys to select the population of Dolphins in June
(tiny green bar).
4. Click the + button on the right side of the chart and click the check box next to Data
Labels.
Result
Pivot tables are one of Excel's most powerful features. A pivot table allows you to extract the
significance from a large, detailed data set.
Our data set consists of 213 records and 6 fields. Order ID, Product, Category, Amount, Date and
Country.
The following dialog box appears. Excel automatically selects the data for you. The default
location for a new pivot table is New Worksheet.
3. Click OK.
Drag fields
The PivotTable Fields pane appears. To get the total amount exported of each product, drag
the following fields to the different areas.
1. Product field to the Rows area.
Result
Note: you can use the standard filter (triangle next to Row Labels) to only show the
amounts of specific products.
5.
6. 4. Click OK.
7. Result: 16 out of the 28 orders to France were 'Apple' orders.
Two-dimensional Pivot Table
If you drag a field to the Rows area and Columns area, you can create a two-dimensional
pivot table. First, insert a pivot table. Next, to get the total amount exported to each country,
of each product, drag the following fields to the different areas.
1. Country field to the Rows area.