INTRODUCTION TO SPREADSHEETS MICROSOFT EXCEL. Spreadsheets Allows users to perform simple and...
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Transcript of INTRODUCTION TO SPREADSHEETS MICROSOFT EXCEL. Spreadsheets Allows users to perform simple and...
![Page 1: INTRODUCTION TO SPREADSHEETS MICROSOFT EXCEL. Spreadsheets Allows users to perform simple and complex sorting Allows users to perform calculations quickly.](https://reader036.fdocuments.us/reader036/viewer/2022062500/5697bfc41a28abf838ca5f80/html5/thumbnails/1.jpg)
INTRODUCTION TO SPREADSHEETSMICROSOFT EXCEL
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Spreadsheets
• Allows users to perform simple and complex sorting
• Allows users to perform calculations quickly by a click of a button
• Organizes and presents figures that can be analyzed, graphed and printed
• Amount of information is limitless
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Spreadsheets
• Are used more and more by accountants
• Can be used to automatically– Calculate totals for you– Identify the category with the highest
and lowest numbers– Calculate averages– Create presentation charts from figures
for easier analysis
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Common Uses for Spreadsheets
• Sales• Accounting• Scheduling• Inventory Systems• Keeping statistics – sciences,
psychology, etc• ANYTHING THAT USES NUMBERS!
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Name Box: Indicates the Cell You Are In. The Cell that Appears is called the ``Active Cell`”
Columns
Formula Bar: Indicates the content of the selected cell. Formulas and Text can be typed here
These tabs represent different worksheets within a workbook
Rows
Cell
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Entering Information
• Labels:– Text Information– Numbers are useless without
information to help users understand what they mean (i.e. TOTAL)
• Values:– Any numerical data– Important to not include commas, dollar
signs, etc
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Formatting Spreadsheets
• Just like any word or publisher document, the user can– Bold, Italicize, Underline
– Change Font Size, Colour and Style
– Highlight certain text or Numbers• Done by Filling in certain cells with fill icon
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Formatting Cells
• Choose the style that you want for the cell– Format Menu ---
Cell– Examples
• Number• Currency• Percentage• Date• Borders• Font
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Borders and Colour
• These tools are used to highlight the important cells– Often totals, titles
• To highlight cells – use pastel colours
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Inserting and Deleting Cells
• Select the cell or the range (range: Two or more cells on a sheet. The cells in a range can be adjacent or nonadjacent.) of cells where you want to insert the new blank cells.
• Select the same number of cells as you want to insert. For example, to insert five blank cells, you need to select five cells.
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Inserting and Deleting Cells
• Inserting Rows– select the row above which you want to
insert the new row.
• Inserting Columns– select the column immediately to the
right of where you want to insert the new column.
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Inserting and Deleting Cells
• How to do insert/delete– On the Insert menu, click Cells– Right click on cell or range of cells– Use the icon
• You Try!
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Formulas
• The real power of spreadsheets• Automatically calculates math based on
formulas inputted into specific cells• What can you include in
these formulas?– Addition (+) , Subtraction(-)Multiplication(*), Division(/), Exponents (^)
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Getting Used to Formulas
• To add numbers together – Type Cell Locations in the formula bar
• i.e. =B3 + A1 + B2
– Type “= “ then click on the desired cell with your mouse
• Try the same formula
• To Multiply or Divide– Cells are separated by either * or /– i.e. = (B3*A3)/4
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Using Formulas• This weekend Jimmy bought the following items
– Baseball Cap $19.95– Toothpaste $2.50– Chips $1.25– Movie Ticket $11.00– Shoes $59.75– T-Shirt $15.98
1) Organize the above information into a spreadsheet2) Insert an additional column to calculate the HST (12%) for each
item3) Total up the price paid for each item and for the entire weekend
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Spreadsheet Functions
• Using a function in a formula will make the input of a formula much faster
• Instead of entering every individual cell – can insert a function and select a range of cells– Example: Instead of = A1+A2+A3+A4
We put =SUM(A1:A4)
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Spreadsheet Functions
• Frequently Used Spreadsheet Functions– SUM – calculates the total of a range of cells– MIN- identifies the lowest value (minimum) in the
range of values specified– MAX – identifies the highest value (maximum) in
the range of values specified– AVERAGE or AVG – calculates the arithmetic
mean of the values in the specified cells– COUNT – counts the number of numeric values in
the range specified
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What makes up a formula?
1) The indicator (=)2) The function name (e.g. SUM, AVG)3) The arguments (contained within brackets) –
the cells The cells on which you want the function perfoemed
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=AVG(B3:B14)
FUNCTION
ARGUMENTINDICATOR
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Fill Down and Fill Across
• This allows you to take a formula or data and replicate it down an entire column or across an entire row
• Absolute Cells: Will keep a certain cell constant while changing others– Insert $ before both column and row reference
($A$1)
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Fill Down and Fill Across
• Examples:– Dates– Totals– Absolute Cells
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Spreadsheet Functions
• Go back to Jimmy’s items’ spreadsheet– Find a more efficient way to calculate the HST and
show the total amount spent over the weekend
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EXCEL AND ACCOUNTING
• This year we will be using excel for a variety of reasons
• Starting with– Recording accounts– Preparing financial statements
• Continuing onto– Financial ratios– Journal Transactions– Many, Many, more
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EXCEL AND ACCOUNTING
• Today, we are going to build a balance sheet using excel. (Open – intro to excel assignment)
• Prepare this just like you would on paper– Heading– Assets on Left – Liabilities & Owner’s Equity on right
• Make sure to use formulas and functions to make your totals– Example: If the amount in my equipment account changes
– it should change the value in TOTAL ASSETS