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Selection of cell
A range of cells Click the first cell of the range, and then
drag to the last cell.
A large range of cells Click the first cell in the range, and then
hold down SHIFT and click the last cell in
the range. You can scroll to make the last
cell visible.
Nonadjacent cells or cell ranges Select the first cell or range of cells, and
then hold down CTRL and select the other
cells or ranges.
Selection of sheets:
When you enter or change data, the changes affect all selected sheets. These
changes may replace data on the active sheet and other selected sheets.
To select Do this
A single sheet Click the sheet tab. If you don't see the tab
you want, click the tab scrolling buttons to
display the tab, and then click the tab.
Two or more adjacent sheets Click the tab for the first sheet, and then
hold down SHIFT and click the tab for the
last sheet.
Two or more nonadjacent sheets Click the tab for the first sheet, and then
hold down CTRL and click the tabs for the
other sheets.
All sheets in a workbook Right-click a sheet tab, and then click Select
All Sheets on the shortcut menu.
1, 2, 3 4, 5, 6
9:00 10:00, 11:00, 12:00
About Charts
Charts are visually appealing and make it easy for users to see comparisons,
patterns, and trends in data. For instance, rather than having to analyze several
columns of worksheet numbers, you can see at a glance whether sales are falling
or rising over quarterly periods, or how the actual sales compare to the
projected sales.
You can create a chart on its own sheet or as an embedded object on a
worksheet. You can also publish a chart on a Web page. To create a chart, you
must first enter the data for the chart on the worksheet. Then select that data
and use the Chart Wizard to step through the process of choosing the chart type
and the various chart options, or use the Chart toolbar to create a basic chart
that you can format later.
Chart Elements
Data marker Each data marker represents one number from the worksheet. Data
markers with the same pattern represent one data series. In the example above,
the rightmost data marker represents the Qtr2 Actual value of 99.
Major gridline Microsoft Excel creates axis values from the worksheet data.
Note that the axis values in the example above range from 0 to 120, which
encompasses the range of values on the worksheet. Major g ridlines mark the
major intervals on the axis. You can also display minor gridlines on a chart, which
mark the intervals between the major intervals.
Category names Excel uses column or row headings in the worksheet data for
category axis names. In the example above, the worksheet row headings QTR1
and QTR2 appear as category axis names.
Chart data series names Excel also uses column or row headings in the
worksheet data for series names. Series names appear in the chart legend. In the
example above, the row headings Projected and Actual appear as series names.
Chart Tips When you rest your pointer over a chart item, a chart tip containing
the name of the item appears. For example, when you rest the pointer over a
legend, a chart tip that contains the word Legend appears.
1. Select the cells that contain the data you want to use for your
chart.
2. Click Chart Wizard.
3. Follow the instructions in the Chart Wizard.
Cell Address
Relative references A relative cell reference in a formula, such as A1, is based
on the relative position of the cell that contains the formula and the cell the
reference refers to. If the position of the cell that contains the formula changes,
the reference is changed. If you copy the formula across rows or down columns,
the reference automatically adjusts. By default, new formulas use relative
references. For example, if you copy a relative reference in cell B2 to cell B3, it
automatically adjusts from =A1 to =A2.
Copied formula with relative reference
Absolute references An absolute cell reference in a formula, such as $A$1,
always refer to a cell in a specific location. If the position of the cell that contains
the formula changes, the absolute reference remains the same. If you copy the
formula across rows or down columns, the absolute reference does not adjust.
By default, new formulas use relative references, and you need to switch them
to absolute references. For example, if you copy a absolute reference in cell B2
to cell B3, it stays the same in both cells =$A$1.
Copied formula with absolute reference
Mixed references A mixed reference has either an absolute column and
relative row, or absolute row and relative column. An absolute column reference
takes the form $A1, $B1, and so on. An absolute row reference takes the form
A$1, B$1, and so on. If the position of the cell that contains the formula changes,
the relative reference is changed, and the absolute reference does not change. If
you copy the formula across rows or down columns, the relative reference
automatically adjusts, and the absolute reference does not adjust. For example,
if you copy a mixed reference from cell A2 to B3, it adjusts from =A$1 to =B$1.
Name cells in a workbook
You can use the labels of columns and rows on a worksheet to refer to the cells
within those columns and rows. Or you can create descriptive names to represent
cells, ranges of cells, formulas, or c onstant values. Labels can be used in formulas
that refer to data on the same worksheet; if you want to represent a range on
another worksheet, use a name.
Select the cell, range of cells, or nonadjacent selections that you want to name.
Click the Name box at the left end of the formula bar. Name box
1. Type the name for the cells.
2. Press ENTER.
Determine what a name refers to
1. On the Insert menu, point to Name, and then click Define.
2. In the Names in workbook list, click the name whose reference you want
to check.
The Refers to box displays the reference, formula, or constant the name
represents.
Create a name to represent a formula or a constant
1. On the Insert menu, point to Name, and then click Define.
2. In the Names in workbook box, enter the name for the formula.
In the Refers to box, type = (equal sign), followed by the formula or the constant
value.
Two or more named ranges In the Name box, select the first range, and
then hold down CTRL and select the other
ranges.
Specific cells not in a named range On the Edit menu, click Go To. In the
Reference box, type the cell reference for the
cell or range of cells.
You can use the labels of columns and rows on a worksheet to refer to the cells
within those columns and rows. Or you can create descriptive names to represent
cells, ranges of cells, formulas, or c onstant values. Labels can be used in formulas
that refer to data on the same worksheet; if you want to represent a range on
another worksheet, use a name.
Using defined names to represent cells, constants, or formulas
A defined name in a formula can make it easier to understand the purpose of the
formula. For example, the formula =SUM(FirstQuarterSales) might be easier to
identify than =SUM(C20:C30).
Names are available to any sheet. For example, if the name ProjectedSales refers
to the range A20:A30 on the first worksheet in a workbook, you can use the
name ProjectedSales on any other sheet in the same workbook to refer to range
A20:A30 on the first worksheet.
Names can also be used to represent formulas or values that do not change
(constants). For example, you can use the name SalesTax to represent the sales
tax amount (such as 6.2 percent) applied to sales transactions.
You can also link to a defined name in another workbook, or define a name that
refers to cells in another workbook. For example, the formula
=SUM(Sales.xls!ProjectedSales) refers to the named range ProjectedSales in the
workbook named Sales.
About scenarios
Scenarios are part of a suite of commands sometimes called what-if analysis tools.
A scenario is a set of values that Microsoft Excel saves and can substitute
automatically in your worksheet. You can use scenarios to forecast the outcome
of a worksheet model. You can create and save different groups of values on a
worksheet and then switch to any of these new scenarios to view different
results.
Creating scenarios
For example, if you want to create a budget but are uncertain of your revenue,
you can define different values for the revenue and then switch between the
scenarios to perform what-if analyses.
In the example above, you could name the scenario Worst Case, set the value in
cell B1 to $50,000, and set the value in cell B2 to $13,200.
You could name the second scenario Best Case and change the values in B1 to
$150,000 and B2 to $26,000.
Create a scenario summary report
1. On the Tools menu, click Scenarios.
2. Click Summary.
3. Click Scenario summary or Scenario PivotTable.
In the Result cells box, enter the references for the cells that refer to cells whose
values are changed by the scenarios. Separate multiple references with commas.
Merge scenarios from another worksheet
It is easier to merge scenarios when all what-if models on the worksheets are
identical. All changing cells on the source worksheet must refer to the
corresponding changing cells on the active worksheet. Microsoft Excel copies all
scenarios on the source sheet to the active worksheet.
1. Open all of the workbooks that contain the scenarios you want to
merge.
2. Switch to the worksheet where you want to merge the scenarios.
3. On the Tools menu, click Scenarios.
4. Click Merge.
5. In the Book box, click a workbook name.
6. In the Sheet box, click the name of a worksheet that contains the
scenarios you want to merge, and then click OK.
7. Repeat this process if you want to merge scenarios from more
worksheets.
Display a scenario
When you display a scenario, you change the values of the cells saved as part of
that scenario.
1. On the Tools menu, click Scenarios.
2. Click the name of the scenario you want to display.
3. Click Show.
Edit a scenario
If you keep the original name of a scenario after you make changes to it, the new
values for changing cells replace the values in the original scenario.
1. On the Tools menu, click Scenarios.
2. Click the name of the scenario you want to edit, and then click Edit.
3. Make the changes you want.
4. In the Scenario Values dialog box, type the values you want for the
changing cells.
5. Do one of the following:
o To save the changes, click OK.
o To return to the Scenario Manager dialog box without changing
the current scenario, click Cancel.
Delete a scenario
1. On the Tools menu, click Scenarios.
Click the name of the scenario you want to delete, and then click Delete.
About Macros
If you perform a task repeatedly in Microsoft Excel, you can automate the task
with a macro. A macro is a series of commands and functions that are stored in a
odule and can be run whenever you need to perform the
Microsoft Visual Basic m
task.
For example, if you often enter long text strings in cells, you can create a macro
to format those cells so that the text wraps.
Recording macros
When you record a macro, Excel stores information about each step you take as
you perform a series of commands. You then run the macro to repeat, or "play
back," the commands. If you make a mistake when you record the macro,
corrections you make are also recorded. V isual Basic stores each macro in a new
module attached to a workbook.
Making a macro easy to run
You can run a macro by choosing it from a list in the Macro dialog box. To make a
macro run whenever you click a particular button or press a particular key
combination, you can assign the macro to a toolbar button, a k eyboard shortcut, or
a graphic object on a worksheet.
1. On the Tools menu, point to Macro, and then click Macros.
2. In the Macro name box, enter the name of the macro you want to run.
3. Do one of the following:
Run a macro in a Microsoft Excel workbook
o Click Run.
Delete a macro
Open the workbook that contains the macro you want to delete.
1. On the Tools menu, point to Macro, and then click Macros.
2. In the Macros in list, click This Workbook.
3. In the Macro name box, click the name of the macro that you want to
delete.
4. Click Delete.
Sort a list
Sort rows in ascending order (A to Z, or 0 to 9) or descending order (Z to A, or 9
to 0)
1. Click a cell in the column you would like to sort by.
2. Click Sort Ascending or Sort Descending.
Sort rows by 2 or 3 columns
For best results, the list you sort should have column labels.
1. Click a cell in the list you want to sort.
2. On the Data menu, click Sort.
3. In the Sort by and Then by boxes, click the columns you want to sort.
4. Select any other sort options you want, and then click OK.
Sort by 4 columns
Click a cell in the list you want to sort.
1. On the Data menu, click Sort.
2. In the first Sort by box click the column of least importance.
3. Click OK.
4. On the Data menu, click Sort.
5. In the Sort by and Then by boxes, click the other 3 columns you want to
sort, starting with the most important.
6. Select any other sort options you want, and then click OK.
Select a cell or range in the list you want to sort.
1. On the Data menu, click Sort.
2. In the Sort by box, click the column you want to sort.
3. Click Options.
4. Under First key sort order, click the custom sort order you want, and
then click OK.
5. Select any other sort options you want, and then click OK.
About filtering
Filtering is a quick and easy way to find and work with a subset of data in a list. A
filtered list displays only the rows that meet the criteria you specify for a column.
Microsoft Excel provides two commands for filtering lists:
· AutoFilter, which includes filter by selection, for simple criteria
· Advanced Filter, for more complex criteria
Unlike sorting, filtering does not rearrange a list. Filtering temporarily hides rows
you do not want displayed.
When Excel filters rows, you can edit, format, chart, and print your list subset
without rearranging or moving it.
AutoFilter
When you use the AutoFilter command, AutoFilter arrows appear to the right of
the column labels in the filtered list.
Unfiltered list
Filtered list
Microsoft Excel indicates the filtered items with blue.
You use custom AutoFilter to display rows that contain either one value or
another. You can also use custom AutoFilter to display rows that meet more
than one condition for a column; for example, you might display rows that
contain values within a specific range (such as a value of Davolio).
Advanced Filter
The Advanced Filter command can filter a list in place like the AutoFilter
command, but it does not display drop-down lists for the columns. Instead, you
type the c riteria you want to filter by in a separate criteria range above the list. A
criteria range allows for more complex criteria to be filtered.
Multiple conditions in a single column
If you have two or more conditions for a single column, type the criteria directly
below each other in separate rows. For example, the following criteria range
displays the rows that contain either "Davolio," "Buchanan," or "Suyama" in the
Salesperson column.
Salesperson
Davolio
Buchanan
Suyama
One condition in two or more columns
To find data that meets one condition in two or more columns, enter all the
criteria in the same row of the criteria range. For example, the following criteria
range displays all rows that contain "Produce" in the Type column, "Davolio" in
the Salesperson column, and sales values greater than $1,000.
Type Salesperson Sales
Produce
Davolio
>1000
One of two sets of conditions for two columns
To find rows that meet one of two sets of conditions, where each set includes
conditions for more than one column, type the criteria in separate rows. For
example, the following criteria range displays the rows that contain both
"Davolio" in the Salesperson column and sales values greater than $3,000, and
also displays the rows for salesperson Buchanan with sales values greater than
$1,500.
Salesperson Sales
Davolio >3000
Buchanan >1500
More than two sets of conditions for one column
To find rows that meet greater than two sets of conditions, include multiple
columns with the same column heading. For example, the following criteria
range displays sales that are between 5,000 and 8,000 in addition to sales that
are less than 500.
Sales Sales
>5000 <8000
<500
Conditions created as the result of a formula
You can use a calculated value that is the result of a formula as your criterion.
When you use a formula to create a criterion, do not use a column label for a
criteria label; either keep the criteria label blank or use a label that is not a
column label in the list. For example, the following criteria range displays rows
that have a value in column C greater than the average of cells C7:C10.
=C7>AVERAGE($C$7:$C$10)
Notes
The formula you use for a condition must use a relative reference to refer to the
column label (for example, Sales) or the corresponding field in the first record.
All other references in the formula must be a bsolute references, and the formula
must evaluate to TRUE or FALSE. In the formula example, "C7" refers to the field
(column C) for the first record (row 7) of the list.
· You can use a column label in the formula instead of a relative cell
reference or a range name. When Microsoft Excel displays an error value
such as #NAME? or #VALUE! in the cell that contains the criterion, you
can ignore this error because it does not affect how the list is filtered.
· When evaluating data, Microsoft Excel does not distinguish between
uppercase and lowercase characters.
Filter a list
You can apply filters to only one list on a worksheet at a time.
1. Click a cell in the list you want to filter.
2. On the Data menu, point to Filter, and then click AutoFilter.
Filter for the smallest or largest number
1. Click the arrow in the column that contains the numbers, and click (Top
10...).
2. In the box on the left, click Top, or Bottom.
3. In the box in the middle, enter a number.
4. In the box on the right, click Items.
Filter a list for rows that contain specific text
1. Click the arrow in the column that contains the numbers, and click
(Custom).
2. In the box on the left, click equals, or does not equal, contains, or does
not contain.
3. In the box on the right, enter the text you want.
4. If you need to find text values that share some characters but not
others, use a wildcard character.
How?
The following wildcard characters can be used as comparison criteria for filters,
and when searching and replacing content.
Use To find
? (question mark) Any single character
For example, sm?th finds "smith" and
"smyth"
Remove filters
· To remove a filter applied to one column in a list, click the arrow next
to the column, and then click All.
· To remove filters applied to all columns in a list, point to Filter on the
Data menu, and then click Show All.
· To remove the filter arrows from a list, point to Filter on the Data
menu, and then click AutoFilter.
About subtotals
Microsoft Excel can automatically calculate subtotal and grand total values in a
list. When you insert automatic subtotals, Excel outlines the list so that you can
display and hide the detail rows for each subtotal.
To insert subtotals, you first sort your list so that the rows you want to subtotal
are grouped together. You can then calculate subtotals for any column that
contains numbers.
If your data isn't organized as a list, or you only need a single total, you can use
AutoSum instead of automatic subtotals.
How subtotals are calculated
Subtotals Excel calculates subtotal values with a summary function, such as Sum or
Average. You can display subtotals in a list with more than one type of
calculation at a time.
Grand totals Grand total values are derived from detail data, not from the values
in the subtotal rows. For example, if you use the Average summary function, the
grand total row displays an average of all detail rows in the list, not an average of
the values in the subtotal rows.
Automatic recalculation Excel recalculates subtotal and grand total values
automatically as you edit the detail data.
Nesting subtotals
You can insert subtotals for smaller groups within existing subtotal groups. In the
example below, subtotals for each sport are in a list that already has subtotals
for each region.
Outer subtotals
Nested subtotals
Before inserting nested subtotals, be sure to sort the list by all the columns for
which you want subtotal values, so that the rows you want subtotaled are
grouped together.
Summary reports and charts
Create summary reports When you add subtotals to a list, the list is outlined
so that you can see its structure.
Chart the summary data You can create a chart that uses only the visible data
in a list that contains subtotals. If you show or hide details in the outlined list, the
chart is also updated to show or hide the data.
Insert subtotals
Insert individual subtotals
Column to subtotal
Subtotals
Make sure the data you want to subtotal is in list format: each column has a label
in the first row and contains similar facts, and there are no blank rows or
columns within the list.
1. Click a cell in the column to subtotal. In the example above, you'd click a
cell in the Sport column, column B.
2. Click Sort Ascending or Sort Descending.
3. On the Data menu, click Subtotals.
4. In the At each change in box, click the column to subtotal. In the
example above, you'd click the Sport column.
In the Use function box, click the summary function you want to use to calculate the
subtotals.
5. In the Add subtotal to box, select the check box for each column that
contains values you want to subtotal. In the example above, you'd select
the Sales column.
6. If you want an automatic page break after each subtotal, select the Page
break between groups check box.
7. If you want the subtotals to appear above the subtotaled rows instead
of below, clear the Summary below data check box.
8. Click OK.
Note You can use the Subtotals command again to add more subtotals with
different summary functions. To avoid overwriting the existing subtotals, clear
the Replace current subtotals check box.
Remove subtotals
When you remove subtotals, Microsoft Excel also removes the outline and any
page breaks that you inserted into the list along with the subtotals.
1. Click a cell in the list that contains subtotals.
2. On the Data menu, click Subtotals.
3. Click Remove All.
2. When the pointer changes to a split pointer, drag the split box down or
to the left to the position you want.
Freeze panes
Freezing panes allows you to select data that remains visible when scrolling in a
sheet. For example, keeping row and column labels visible as you scroll.
1. To freeze a pane, do one of the following:
The top horizontal pane Select the row below where you want the
split to appear.
The left vertical pane Select the column to the right of where you want
the split to appear.
Both the upper and left panes Click the cell below and to the right of
where you want the split to appear.
2. On the Window menu, click Freeze Panes
Tiling,Cascading windows
· Click on Window Menu then click on Arrange then select horizontal,
vertical, tile or cascade
Functions
Date and Time Function
1. Date
Returns the sequential serial number that represents a particular date. If the cell
format was General before the function was entered, the result is formatted as a
date.
Syntax
DATE(year,month,day)
Enter following in any cell then
=DATE(2008,1,35) returns the serial number representing February 4, 2008.
2. Day
Returns the day of a date, represented by a serial number. The day is given as an
integer ranging from 1 to 31.
DAY(serial_number)
Serial_number is the date of the day you are trying to find. Dates should be
entered by using the DATE function, or as results of other formulas or functions.
For example, use DATE(2008,5,23) for the 23rd day of May, 2008.
Remarks
Microsoft Excel stores dates as sequential serial numbers so they can be used in
calculations. By default, January 1, 1900 is serial number 1, and January 1, 2008
is serial number 39448 because it is 39,448 days after January 1, 1900. Values
returned by the YEAR, MONTH and DAY functions will be Gregorian values
regardless of the display format for the supplied date value. For example, if the
ijri, the returned values for the YEAR,
display format of the supplied date is H
MONTH and DAY functions will be values associated with the equivalent
Gregorian date.
Example
The example may be easier to understand if you copy it to a blank worksheet.
1 Date
2 15-Apr-2008
3. HOUR
Returns the hour of a time value. The hour is given as an integer, ranging from 0
(12:00 A.M.) to 23 (11:00 P.M.).
Syntax
HOUR(serial_number)
Serial_number is the time that contains the hour you want to find. Times may
be entered as text strings within quotation marks (for example, "6:45 PM"), as
decimal numbers (for example, 0.78125, which represents 6:45 PM), or as results
of other formulas or functions (for example, TIMEVALUE("6:45 PM")).
4. MINUTE
Returns the minutes of a time value. The minute is given as an integer, ranging
from 0 to 59.
Syntax
MINUTE(serial_number)
Serial_number is the time that contains the minute you want to find. Times may
be entered as text strings within quotation marks (for example, "6:45 PM"), as
decimal numbers (for example, 0.78125, which represents 6:45 PM), or as results
of other formulas or functions (for example, TIMEVALUE("6:45 PM")).
Remarks
Microsoft Excel for Windows and Microsoft Excel for the Macintosh use different
date systems as their default. Time values are a portion of a date value and
represented by a decimal number (for example, 12:00 PM is represented as 0.5,
since it is half of a day).
5. MONTH
Returns the month of a date represented by a serial number. The month is given
as an integer, ranging from 1 (January) to 12 (December).
Syntax
MONTH(serial_number)
Serial_number is the date of the month you are trying to find. Dates should be
entered by using the DATE function, or as results of other formulas or functions.
For example, use DATE(2008,5,23) for the 23rd day of May, 2008. Problems can
occur if d ates are entered as text.
6. Now
Returns the serial number of the current date and time. If the cell format was
General before the function was entered, the result is formatted as a date.
Syntax
NOW( )
Returns the serial number of the current date. The serial number is the
date-time code used by Microsoft Excel for date and time calculations. If the cell
format was General before the function was entered, the result is formatted as a
date.
Syntax
7. TODAY( )
Returns the seconds of a time value. The second is given as an integer in the
range 0 (zero) to 59.
8. SECOND(serial_number)
Serial_number is the time that contains the seconds you want to find. Times
may be entered as text strings within quotation marks (for example, "6:45 PM"),
as decimal numbers (for example, 0.78125, which represents 6:45 PM), or as
results of other formulas or functions (for example, TIMEVALUE("6:45 PM")).
Financial function
1. FV
Returns the future value of an investment based on periodic, constant payments
and a constant interest rate.
Syntax
FV(rate,nper,pmt,pv,type)
For a more complete description of the arguments in FV and for more
information on annuity functions, see PV.
Rate is the interest rate per period.
Nper is the total number of payment periods in an annuity.
Pmt is the payment made each period; it cannot change over the life of the
annuity. Typically, pmt contains principal and interest but no other fees or taxes.
If pmt is omitted, you must include the pv argument.
Pv is the present value, or the lump-sum amount that a series of future
payments is worth right now. If pv is omitted, it is assumed to be 0 (zero), and
you must include the pmt argument.
Type is the number 0 or 1 and indicates when payments are due. If type is
omitted, it is assumed to be 0.
Set type equal to If payments are due
Statistical Function
MAX Returns the maximum value in a list of arguments
MIN Returns the minimum value in a list of arguments
AVERAGE Returns the average of its arguments