Step-by-Step Instructions for Making an Excel Spreadsheet – Spreadsheets can help you organize data in a way that is easy to understand when you are working with it. Spreadsheets are great for making budgets, keeping track of how projects are going, and making plans. Before computers, businesses kept track of these things with paper ledgers. Now, Microsoft Excel is the tool of choice. Excel spreadsheets are easy to make and keep up to date, which is a good thing.
Creating a Spreadsheet
Whether it’s on paper or on your computer screen, a spreadsheet is set up the same way. Rows start at the top and keep going until the end of the data. There are also columns, which start on the left side of the spreadsheet and go as far to the right as you need. A cell is the place where a row meets a column that goes with it.
Each row in Microsoft Excel has a number, and each column has a letter. So A1 is the first cell. If you give each column a header, the first row is used for that, so you have to give each column a title. If you’re keeping track of a budget, for instance, the products might be in the first column, the money you spent in column B, the tax you paid in column C, and the total price in column D.
Creating a spread sheet in Excel
Excel is part of Microsoft Office, so you can use it if you have it. Choose Microsoft Excel from the list of programs on your computer. Choose File and New to open a new spreadsheet with the title Book1 by default. Sheet1 is written on a tab at the bottom of the screen.
Like Microsoft Word, there is a ribbon at the top of the screen that lets you change how the document looks and how the cells are formatted. You can make text bold or change the font type and size under “Home.” You can also choose to align text to the left, right, or center within each cell.
Workbooks Versus Worksheets
One thing that can be hard to understand at first is the language. When you open a new file in Excel, it is called a “workbook.” You can make a worksheet in each workbook, which will show up as a tab at the bottom of the screen. By default, a new worksheet is called Sheet1, but you can change the name by right-clicking on it and selecting “Rename.”
Click the plus sign next to the worksheet tab at the bottom of the screen to make a new worksheet. If you right-click a tab and choose “Insert Sheet,” you can add a worksheet between two that you’ve already made. You can change the order of sheets by clicking on the tab you want to move and dragging it to the right or left of where it is now.
By Using the Sum Feature
The AutoSum feature is one of the most useful parts of an Excel spreadsheet. Type a series of numbers in a column and then click on the empty cell below the last number to see how this formula works. Click Formulas and AutoSum on the ribbon. In the last box, you’ll see the formula for the AutoSum, such as =SUM (A1:A4). When you press Enter, the formula adds up the rows above it and puts the total in the box where the formula is.
You can also make up your own. As you get better at using this feature, you can add more to what you can do in the app. In the AutoSum formula =SUM(A1:A4), for example, Excel is told to add up everything in rows A1 through A4.
Pivot tables are used to sort data.
As you work with more and more data, you’ll feel more and more like you need to organize everything better. Excel has a built-in tool called a pivot table that makes it easy to organize information. You can set things up so that you don’t have to go through rows and rows of information to find the data you need.
With a pivot table, you don’t change the way the Excel sheet is set up or the information it contains. Instead, you “pivot” the data, which means you turn it around in a different way so you can look at it from a different angle. You can either type in the data yourself or let Excel do it for you.
How to Make a Pivot Table
If you want to add a pivot table to an Excel sheet, it’s easiest to let Microsoft suggest one. Click the arrow next to Tables and then choose Recommend PivotTables from the drop-down menu. After that, Microsoft gives you a number of ways to organize your data.
If you want to try something new, you can use the data you’ve entered to make your own pivot table. Go to the drop-down arrow next to Tables under Insert and choose PivotTable. You can either add your pivot table to the worksheet that is already there or start a new worksheet with the information. After you press Enter, you can start putting together your report.
How to Make an Excel Dashboard
The dashboard is another useful part of Excel. It lets you keep track of all your data in one place. As businesses move toward making decisions based on data, this kind of easy-to-find information is becoming more and more important. The best way to make sure that building a dashboard works is to first plan what you want to get out of it. Before you start building, you should make a list of the metrics you need to gather.
If your data isn’t already in Excel, import it when you’re ready to start. Then, open a new workbook and add tabs to the bottom of one or two extra worksheets. You hide your extra data on the extra sheets. Then, add a Gantt chart by going to Insert, Charts, and the second option. Right-click on the chart and choose “Select Data” to add your data.
How to Make an Excel Schedule
Excel has many business uses, and making schedules is one of them. Excel can help if you run a business with part-time workers who have set hours each week. You can start making a schedule for your team after a short Excel tutorial.
To make a schedule, open Excel and type Schedules into the Search All Templates box in the top-right corner. Pick the template that fits what you want to do the best. In this case, it’s probably either Employee Shift Schedule or Weekly Employee Shift Schedule. Once you’re there, you can type over the fake names with the real names of your employees, add lines, and delete headers to change the times.
How to Set Up a Macro in Excel
Macros are a useful tool in Microsoft that saves you time by letting you assign simple commands to more complicated tasks you do every day. Once you get the hang of it, making and using Macros is surprisingly easy. First, choose Excel > Preferences > Ribbon & Toolbar and add the Developer tab. Check the Developer box in the list on the right, and then save the change.
On the Developer tab, click Record Macro to make a macro. Give the macro a name, type in the shortcut key you want to use to trigger the action, and then press OK. Do the action you want to record right away, and then click the Stop Recording button in the Developer tab. When you want to do that action, all you have to do is press the sequence of keywords you set up when you recorded the macro.
Make a pie chart in Excel
Number lists that are too long can be boring. Adding pictures to an Excel spreadsheet is a great way to make it more interesting. A pie chart is a great way to show percentages, with each piece of the pie representing a part of the information you want to show.
Before you can make a pie chart, you need to put the information in a spreadsheet. If you asked 100 people, write down the answers in one column and the number of people who chose each answer in the column next to it. Choose the data you want to include in the pie chart, then click Insert and then Pie on the menu bar. Then choose the style that you like.
Make a bar graph in Excel.
A bar graph is a better way to show how something has changed over time or to compare two or more things. For example, if you asked a lot of people what they were most interested in, you could use a bar graph to show how the men and women answered for each topic.
After putting the information into an Excel sheet, choose the data you want to include, then go to the menu bar and choose Insert > Chart > Bar. The information is shown automatically in the form of a bar chart. The ribbon at the top of the screen lets you change the layout of the new bar chart. You can add chart elements, quickly change the layout, and change the colors that are being used to show your data.
Use Excel to make mailing labels.
A lot of businesses find that an Excel spreadsheet is helpful for organizing and keeping track of large mailing lists. Even though there are more complex database apps for businesses with large mailing lists, Excel can work just fine for businesses that are still building and growing their customer database. It can also be a quick and easy way to make mailing labels from a small list of names you got online or from responses to a promotion.
Before you can make mailing labels, you need to make sure that the mailing list can easily be turned into addresses. If you want to print labels, you’ll need to go to Microsoft Word and choose the type of mailing you want to do from the Start Mail Merge drop-down menu under Mailings. If you want to use the list you made in Excel, click the arrow next to Select Recipients and choose Use an Existing List from the drop-down menu. Then, connect your Excel document.
How to Get a Worksheet Printed
No Excel tutorial would be complete without showing you how to print the document you’ve made. Printing in Excel can be a little tricky. If you want gridlines or need to choose which part of the document you want to print, you’ll need to take a few extra steps. Since a workbook can have more than one worksheet, you should also make sure you only print the sheets you need.
Choose the worksheets you want to print before you print. If you want to print more than one sheet, click on the tabs while holding down the Shift key. Click on File, then Print, then Show Details. Here, you can choose to print only the active sheets or the whole workbook, and you can also choose the orientation. If you want to print gridlines or headers, you must choose Sheet Options under the Page Layout tab and check the boxes to print them before you choose File > Print.