Introduction to spreadsheets

• Start Excel.

Open and close files

• Use the Open dialog box to locate a file.

Navigate

• Use the keyboard and mouse to move around.
• Freeze Panes to keep the titles in view.
• Navigate sheets and workbooks.

Create a workbook from scratch

• Set the standard font.

Enter and edit data in cells

• Enter column & row titles.
• Use the F2 key to edit and correct.
• Undo and Redo.

Copy and fill cells

• Copy cells with the Fill Handle.
• Use Copy & Paste to avoid re-typing.

Enter formulas

• Create low-maintenance totals formulas.
• Subtract, multiply, divide and anchor.

Format cells to create readable worksheets

• Know where to put headings.
• Distinguish inputs from calculations.
• Apply number formats.
• Understand what #### means.
• Format text to improve readability.
• Indent to clearly show the splits.
• Use colour to clearly identify headings.
• Use borders to enhance visual separation.
• End with a narrow column and row.

Organise sheets

• Give meaningful names to worksheets.
• Colour code sheet tabs.
• Adopt sheet type and name conventions.

Get it on paper

• Prepare a printout with Page Setup.
• Repeat the headings on each page.
• Include page numbers, date and filename.
• Adjust margins to fit more on the page.
• Control where page breaks occur.

Prerequisites

Beginners who want to start with good habits, and those who are rusty or have shameful habits.

• Be assured the advice you get is well-proven and utilised.
• Feel free to ask questions.
• Get time away from the office and constant interruptions.
• Enjoy a friendly environment where you don’t feel you’re holding others up.
• Instantly apply what you’ve learned on return to work.