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Excel :  The Basics - Part 1

page 2 of 2

by Karyn Stille, Your Virtual Software Trainer

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The second half of the Standard toolbar contains these tools:

  • Insert Hyperlink:  Allows you to link text or data to a Web site or another file.

  • AutoSum:  If you have a list of numbers and need a total, like below, choose the cell for the total and then this button.  Excel shows you which cells will be added together.  You can either change the cells to be added by clicking and dragging over a new set, or accept the cells Excel has chosen by pressing Enter.

  • Paste Function:  Functions in Excel help you to perform complex calculations.  To learn about this feature, see the tutorial on Using Functions.

  • Sort buttons:  The Sort Ascending and Sort Descending buttons sort a column or set of data in either ascending or descending order.  Select the cells you want to sort by clicking and dragging, or click the letter of the column to select the entire column.  Then, choose the appropriate button.

  • Chart Wizard:  You can add a chart or graph of your data to your spreadsheet by using this wizard.  Select the data in the sheet that you want to be in the chart, then choose this button to start the wizard.  The wizard walks you through creating the chart step-by-step.

  • Drawing:  Opens the Drawing toolbar at the bottom of the screen where you can add AutoShapes like arrows and callout boxes, text boxes, circles, WordArt and much more.  Look for a tutorial on the Drawing toolbar coming soon.

  • Zoom:  Changes the size of the worksheet on your screen so that you can see either more or less of the sheet when working with it.  You can also click in this box and type a percentage for the zoom.

  • Help:  Opens Microsoft Excel Help where you can get help on a number of topics dealing with Excel's features and tools.

The Formatting Toolbar

The first half of the Formatting toolbar contains these tools:

  • Font & Font Size:  Select the cell(s) and use the drop-down arrows to change the font face and font size of data in your worksheet.

  • Bold, Italic & Underline:  Select the cell(s) and choose the appropriate button(s) to change the attributes.  Alternatively, you can use these keyboard shortcuts:  Ctrl + B (bold), Ctrl + I (italic), Ctrl + U (underline).  For more shortcuts, see the tutorial on Excel Shortcuts.

  • Align Left, Center, Align Right:  These buttons change the alignment of the data in the cell.  Text by default is aligned left and numbers are aligned right in the cell.  To change this, select the cell and choose one of these buttons on the toolbar.  More alignment options are available by choosing Cells and the Alignment tab from the Format menu.

  • Merge and Center:  Let's say you have a sheet with a title and data in several cells below it.  You want the title to be centered above the data in a single cell that spans the width of the data set.  To do this, you would select the cells above the data that you want merged together into a single cell and choose the Merge and Center button.  You now have one single cell with the title centered above the data set.

The second half of the Formatting toolbar contains the following:

  • Currency Style:  Select the cells that need this style and choose the Currency Style button to apply a dollar sign and decimal points.

  • Percent Style:  Quickly add a percent sign by selecting cells and choosing this button.

  • Comma Style:  Select the cells in the worksheet and add commas with the Comma Style button.

  • Increase Decimal & Decrease Decimal:  Select the cell(s) and increase or decrease the decimal places by choosing the appropriate button.  One decimal place is either added or subtracted with each click.

  • Decrease Indent & Increase Indent:  Select the cell and decrease or increase the indention of the data in the cell by two spaces with each click.

  • Borders:  Select the cell(s) and add a basic border by selecting the drop-down arrow next to this button and choosing where you want the border to be placed on the cell(s).  For example, you can outline the entire cell or just place a line at the bottom (see below).  You can also remove cell borders by choosing the first option below.  More options are available for bordering cells by going to Cells and the Border tab from the Format menu.

  • Fill Color:  This is for shading the background of a cell or group of cells.  Choose the drop-down arrow next to the button to select from standard colors, or remove a fill color by selecting No Fill.  More options are available for shading cells by going to Cells and the Patterns tab from the Format menu.

  • Font Color:  Choose the drop-down arrow next to this button and select one of the standard colors to change the font color of a cell.

The Formula Bar

  • Name Box:  This box displays the current active cell location.  You can jump to another cell in the worksheet by clicking in this box, typing a cell reference, and pressing Enter.  You can also use this box to give a group of cells a more meaningful name that can be used in formulas (like Quarter1).  To learn how to create and use these named ranges, see the tutorial on Using Named Ranges.

Although a formula can be typed directly into an active cell by typing an equal sign and the formula, you can also enter a formula into a cell by using the Formula Bar.  Select the cell that will contain the formula and click in the Type Field in the Formula Bar.  Enter the data for the formula, and choose the Enter button.  Cancel removes anything you have typed in the Type Field.  The Edit button is used when you need to edit a formula that has already been entered into a cell.  Select the cell and choose the Edit button to edit the formula in the Type Field.  It should be noted that you can also double-click on the cell containing the formula and edit the formula directly in the worksheet.

Learn more about entering and editing data in a worksheet in The Basics - Part 2.

[Basics - Part 1 (p1)]

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