Microsoft Excel Tutorial - Learn the Most Versatile Application

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Microsoft Excel tutorial will help you to learn the most versatile application.

The purpose of this tutorial is not to become an instant expert but to give you an idea of how Excel works.

Once you get the idea, you'll start asking yourself what else can you do with it.

So let's get started with the Microsoft Excel tutorial.

Introduction of tutorial

We'll be creating a Sample Annual Personal Budget so that when you're done you can save it and use it as a template.

We'll be using enough features of Excel for you to create any applications involving estimating, projecting, budgeting, etc.

Start Excel

{Screen - Start - All Programs - Office - Microsoft Excel}

Start-Program-Office-Excel

The first thing you need to do with the Microsoft Excel tutorial is to start Excel and become familiar with it's worksheet.

  • Select "Start" at the left bottom corner of the Desktop screen.
  • Select "All Programs" (which is just above "Start", "Office" (may be missing), "Microsoft Excel".

The Microsoft Excel tutorial will help you to become familiar with the Worksheet.

Excel Worksheet

(Screen - Excel Worksheet)

excel-worksheet

  • At the top of the Microsoft Excel Worksheet, you can see three to five horizontal bars.
    • The first row is the Title Bar and shows "Microsoft Excel - Book1" (default).
    • The second row is the Menu Bar (default).
    • The third row is the Standard Toolbar.
    • The fourth row is the Formatting Toolbar.
    • The fifth row is the Formula Bar.
  • If the Standard Toolbar is missing:
    • On the Menu Bar, select "View", "Toolbars", "Standard".
  • If the Formatting Toolbar is missing:
    • On the Menu Bar, select "View", "Toolbars", "Formatting".
  • If the Formula Bar is missing:
    • On the Menu Bar, select "View", "Formula Bar".
  • Below the Formula Bar is the Worksheet Area.
  • Column A and Row 1 is referred to as cell A1 which is highlighted.
  • To the right of the Worksheet Area is the Task Pane showing:
    • Open a Workbook
    • New (Blank Workbook)
    • New from existing Workbook
    • New from Template
  • To prepare for the Sample Annual Personal Budget, close the Task Pane.
    • To the top right of the Task Panel, select the "x" without the quotes to close it.
    • To get the Task Pane back when you need to:
      • On the Menu Bar, select "View", "Task Pane".

(Screen - Excel Blank Worksheet)

excel-blank-worksheet

The Microsoft Excel tutorial is about to begin now that you're ready to start.

Sample Annual Personal Budget

Title

The first thing the Microsoft Excel tutorial will show you is how to create a title.

(Screen - Excel Title)

excel-title

  • With your mouse pointer, select the F1 cell so that it is highlighted.
  • Key in "Sample Annual Personal Budget for 2007" without the quotes.

The Microsoft Excel tutorial will show you how to save your worksheet.

Saving Your Worksheet

excel-save-worksheet

  • On the Menu Toolbar, select File, Save As.
  • In the Save As Dialog window at the bottom, Key in the "File Name" window, "Sample-Annual-Personal-Budget" without the quotes.
  • If you have a folder to save the Sample-Annual-Personal-Budget, find the folder and select Save.
  • If you don't have a folder to save this file and would like to create a folder:
    • On the top of the Save As Dialog window, select the downward pointing triangle to the right of the "Save In:" window.
    • Select drive C: (or whichever drive you want).
    • On the top of the Save As Dialog window and to the right, select the "Create New Folder" icon.
    • In the New Folder window, key in Your Personal Name, select OK.
    • Select the "Create New Folder" icon again, key in "Excel Tutorial", select OK, select Save.
  • From this point forward, to save your file frequently, just go to the Standard Toolbar, select the "Save" icon (the third icon from the left - Floppy disk).
  • If you should mess up the tutorial by mistake (which happens) and have been saving it periodically (as per the directions):
    • On the Menu Toolbar, select File, Close.
    • If you are asked to save the file or not, DO NOT SAVE THE FILE.
    • On the Standard Toolbar, select the "Open" icon (second from the left).
    • In the Open Dialog window, in the "Look in:" window, select the downward point triangle.
    • Go to the folder you created where your tutorial file is saved and open it.

So far the Microsoft Excel tutorial has gotten you to the point where you now have a file saved on your hard disk.

Column Headings

The next thing Microsoft Excel tutorial will show is how to create column headings.

(Screen - Excel Column Headings)

excel-column-heading

  • With your mouse pointer, select the B2 cell.
  • Key in "Jan" without the quotes, press the right arrow key.
  • Repeat for "Feb" through "Dec".
  • Key in "Cum" into cell N2, which is abbreviatied for cummulative.
  • To the left of the A2 cell, select the second "2" row without the quotes.
  • On the Formatting Toolbar, select the "center" icon (square above column E) as shown in the (Screen - Excel Column Headings) picture above.
  • On the Standard Toolbar, select the "Save" icon (the third icon from the left - Floppy disk).

Account Descriptions

The Microsoft Excel tutorial is ready to go to creating the Account Descriptions.

(Screen - Account Descriptions)

excel-account-desc


  • Move your mouse pointer to column A above row 1, your mouse pointer will change to a down arrow.
  • Move the mouse pointer to the vertical line between the A and B columns to see it change to a cross.
  • While pressing the left button on your mouse, move the mouse to the right to widen column A enough for the Account Descriptions.
  • With your mouse pointer, select the A2 cell.
  • Key in "Accounts" without the quotes, press the down arrow key.
  • Key in "Income" without the quotes, press the down arrow key.
  • Press the space bar once, key in "Salary", press the down arrow key.
  • Press the space bar once, key in "Misc", press the down arrow key.
  • Key in "Total Income" without the quotes, press the down arrow key.
  • Key in "Expenses" without the quotes, press the down arrow key.
  • Press the space bar once, key in "Rent", press the down arrow key.
  • Press the space bar once, key in "Food", press the down arrow key.
  • Press the space bar once, key in "Utilities", press the down arrow key.
  • Press the space bar once, key in "Insurance", press the down arrow key.
  • Press the space bar once, key in "Clothing", press the down arrow key.
  • Press the space bar once, key in "Entertainment", press the down arrow key.
  • Press the space bar once, key in "Recreation", press the down arrow key.
  • Press the space bar once, key in "Automobile", press the down arrow key.
  • Key in "Total Expenses" without the quotes, press the down arrow key.
  • Key in "Net Income" without the quotes, press the down arrow key.
  • Key in "Cashflow" without the quotes, press the down arrow key.
  • On the Standard Toolbar, select the "Save" icon (the third icon from the left - Floppy disk).

Format Cells

Next Microsoft Excel tutorial will teach you how to format cells ahead of time before entering numeric information.

(Screen - Format Cells)

excel-format-cells

  • With your mouse pointer, select the B4 cell.
  • Holding the left button down on your mouse, select cells B4 to N18.
  • With your mouse pointer anywhere on the highlighted cells B4 to N18, press the right button on your mouse.
  • Select Format Cells.
  • In Category:, select number.
  • In Decimal:, select 0.
  • Check "Use 1000 Separator (,)".
  • Select OK.
  • On the Standard Toolbar, select the "Save" icon (the third icon from the left - Floppy disk).

The Microsoft Excel tutorial has your worksheet ready to build your budget.

Jan Column

Microsoft Excel tutorial will help you to fill in the January column with your first projections.

(Screen - Jan Column)

excel-jan-column

  • With your mouse pointer, select the B4 cell.
  • Key in "3000" without the quotes for Salary, press enter.
  • Key in "200" without the quotes for Misc, press enter.
  • Key in "@sum(B4.B5)" without the quotes for Total Income, press enter twice.
  • Key in "1200" without the quotes for Rent, press enter.
  • Key in "600" without the quotes for Food, press enter.
  • Key in "500" without the quotes for Utilities, press enter.
  • Key in "300" without the quotes for Insurance, press enter.
  • Key in "200" without the quotes for Clothing, press enter.
  • Key in "100" without the quotes for Entertainment, press enter.
  • Key in "50" without the quotes for Recreation, press enter.
  • Key in "200" without the quotes for Automobile, press enter.
  • Key in "@sum(B8.B15)" without the quotes for Total Expenses, press enter.
  • Key in "+B6-B16" without the quotes for Net Income, press enter.
  • Key in "+B17" without the quotes for Cashflow, press enter.
  • On the Standard Toolbar, select the "Save" icon (the third icon from the left - Floppy disk).

Replicate Income from Feb to Dec

Microsoft Excel tutorial will explain how to replicate numeric projections.

(Screen - Replicate Income from Feb to Dec)

excel-replicate-income-from-feb-to-dec

  • With your mouse pointer, select the C4 cell.
  • Key in "+" without the quotes, press the left arrow once, press enter, press the up arrow once.
  • Hold the "Ctrl" key down and press the "C" key.
  • Press the down arrow once, hold the "shift" key down and press the down arrow once, press enter.
  • With your mouse pointer, select the C4 cell.
  • Hold the "Ctrl" key down and press the "C" key, press the down arrow once.
  • Hold the "Shift" key down and press the down arrow twice, press enter.
  • With your mouse pointer, hold down the left mouse button and move the mouse from cell D4 to cell M6, press enter.
  • In summary, you entered a formula in cells C4 to C6 and copied those formulas to cells D4 to M6.
  • This is called replication.
  • On the Standard Toolbar, select the "Save" icon (the third icon from the left - Floppy disk).

Copying Expenses from Feb to Dec

The Microsoft Excel tutorial will now help yo to copy your expenses to Dec.

(Screen - Copying Expenses from Feb to Dec)

excel-copy-expenses-from-feb-to-dec

  • With your mouse pointer, select cells B8 to B17 by holding the left mouse button.
  • Hold the "Ctrl" key down and press the "C" key.
  • Select cells C8 to M17 by holding the left mouse button and moving the mouse from cell C8 to M17, press enter.
  • On the Standard Toolbar, select the "Save" icon (the third icon from the left - Floppy disk).

Creating Cashflow Totals on the Bottom

The Microsoft Excel tutorial is almost there for you to enjoy by helping you to create your cashflow totals.

(Screen - Creating Cashflow Totals on the Bottom)

excel-creating-cashflow-on-the-bottom

  • With your mouse pointer, select the C18 cell.
  • Key in "+" without the quotes, press the left arrow once, Key in "+" without the quotes, press the up arrow once, press enter.
  • Hold the "Ctrl" key down and press the "C" key.
  • Select cells C18 to M18 by holding the left mouse button and moving the mouse from cell C18 to M18, press enter.
  • On the Standard Toolbar, select the "Save" icon (the third icon from the left - Floppy disk).

Cummulative Totals To The Right

Microsoft Excel tutorial will help you to finish your projections.

(Screen - Cummulative Totals To The Right)

excel-cummulative-totals-to-the-right

  • With your mouse pointer, select the N4 cell.
  • Key in "@sum(B4.M4)" without the quotes, press enter.
  • Hold the "Ctrl" key down and press the "C" key, press the down arrow once.
  • Hold the "Shift" key down and press the down arrow once, press enter.
  • With your mouse pointer, select the N6 cell.
  • Hold the "Ctrl" key down and press the "C" key, press the down arrow twice.
  • Hold the "Shift" key down and press the down arrow to cell N17.
  • On the Standard Toolbar, select the "Save" icon (the third icon from the left - Floppy disk).

The Microsoft Excel tutorial got you to point where you can now have fun.

Play "What If" Scenarios"

Microsoft Excel tutorial will show you how to play the "what if" game.

"What If" You Get A Raise of $200 Per Month Beginning in Jan"

(Screen - "What If" You Get A Raise of $200)

excel-what-if-200-raise

  • With your mouse pointer, select the B4 cell.
  • Key in "3200", press enter.
  • Notice 3200 is replicated from Feb to Dec because of the formula in the cells.
  • The Total Income is increased by $200 from Jan to Dec.
  • The Net Income is increased by $200 from Jan to Dec.
  • The Cashflow is increased from Jan to Cum.
  • Isn't that wonderful and you just made one change?

Summary of Microsoft Excel Tutorial

Whew! So what have you done with this tutorial?

  • You entered Text for the Title, Column Headings, and Row Descriptions.
  • You Formatted cells to accept numerical information.
  • You entered Numeric information.
  • You entered Formulas into cells.
  • You Replicated numeric formula information.
  • You Copied numeric information.
  • You Summarized cells creating totals.
  • You Saved the worksheet and created the folder where you wanted to save it.
  • You can use all these different Features to create most applicatons.

Conclusion

Microsoft Excel Tutorial will definitely put you on the road to do estimating, projecting, budgeting, etc. applications.

Now you can play the "what if" scenario and make instant changes to your worksheet.

May you continue to learn how to use Microsoft Excel.

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