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My Budget Exercise:
Open a file named mybudget.
Format Date
1. With E1 still selected, from the Home tab click the arrow next to Number. This will open
the Format cells box.
2. On the Number tab, select Date as the category if not already selected.
3. For the Type, choose March 14, 2001. The sample box shows the current date in the new
format.
4. Click OK.
Enter Data
1. In cell B4, enter the wages for year 2001 of 36000.
2. In cell B5, enter the 2001 hobby income of 1250.
3. Enter the expenses in cells B9-B15:
Mortgage: 12000
Utilities: 2760
Groceries: 5200
Car Expense: 2760
Insurance: 1600
Savings: 3600
Entertainment: 1250
Calculate Totals
1. In Cell B6, enter the formula: =B4+B5
2. If entered correctly, the result should be 37250.
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3. Click in cell B16. Click on the Sum button . Select the range of cells: B9-B15. Press
Enter. The sum shown in cell B16 should equal 29170.
Formatting
1. Select the range of cells B4-C18. Click on the currency style button on the Home tab.
2. Click on the decrease decimal button twice to display only dollars, no cents.
3. Select cells B19-C19. Click on the percent style button on the toolbar.
4. Place a borderline above each of the total cells. Select cells B5-C5. Click on the down
arrow next to the border button and choose the bottom
border only.
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Your worksheet should now look like the one shown below:
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My Payroll Exercise:
Open the file named Mypayroll.
Entering Formulas:
1. Click in Cell E3.
2. Type =C3*D3 then press Enter. The result will appear in Cell E3 (460).
Copying Formulas:
1. Once a formula is entered correctly, it can be copied to the rest of the rows.
2. Click on Cell E3 again.
3. Click on the fill handle and drag to Cell E10.
More Formulas:
1. Click in Cell F3.
2. Type =.05*D3 or type =.05* and then click on D3. (This formula will calculate a 5% raise
based on hourly rate.)
3. Press Enter.
4. Click on Cell F3 again.
5. Use the fill handle to copy the formula to F10.
6. Click in G3.
7. Type =F3+D3 and press Enter to show the new hourly rate.
8. Click Cell G3 again and use the fill handle to copy the formula down to G10.
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9. Click in H3.
10. Type =G3*C3 (=C3*G3 would work equally well)
11. Instead of pressing Enter, you can click the check mark to the left of the formula bar. The
check mark will enter the text or formula into the cell but the cell pointer will not move as it
does when you press Enter or an arrow key.
12. With the cell pointer in H3, use the fill handle to copy the formula down to H10.
Formatting Values
1. Select (highlight) the range D3 through H10.
2. Click the currency style ($) button on the formatting tool bar.
Formatting Labels
1. Click Cell A1.
2. Select Bold, Italics and 14 point font size.
3. Click A1 again and drag to H1. Click the Merge and Center button.
4. Select A3 through B10 and click the Bold button.
(Choosing a second sort field allows the 3 Alexanders to be sorted by their first name.)
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Optional Exercise:
Sort by Column D with no secondary sort. This will arrange your data by pay rate with the
lowest on top. When you have finished, deselect the range by clicking on any cell outside the
selected area.
Saving a worksheet:
Click the Save (diskette) icon to do a quick save of all your changes.
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Use the Copy Sheet to do some "what if" calculations: (If you are new to Excel it can give you
some piece of mind to work with a copy instead of your original sheet of data.)
1. Click in Cell F3 and edit the formula to change .05 to .07 and press Enter.
2. Copy the new formula down through F10.
3. Compare your new Rates and Gross amounts to those in the original Sheet 1.
4. Perform the same steps to change .07 to .03 and compare again.
You may now close this workbook by clicking File on the menu bar and selecting Close. You
do not need to Save the file.
Open the file named Excel-OfficeTreats. We will use this file to create and edit charts
(graphs). Change the Zoom to 75% to make it easier to select data and view charts.
1. Do some prior thinking about what type chart/graph that will best show what you want (see
some basic examples and their description on top of next page)
2. Highlight the data that you want to be graphically represented on your chart
Do not include totals unless you want totals for point of comparison
You will be able to edit this info later
As data changes, this chart will also
change to reflect the new data
3. Use the Chart Buttons – they are very
valuable in setting up the majority of the
information you want – then you can “fine-tune” it later
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7. To add a chart title, Axis titles, legend, data lables, and data tables click on the chart, then
the Layout tab under chart tools. You will only be able to see the chart tools after you have
clicked on the chart.
8. In the Layout tab you add lables, axes and backgrounds to the chart.
11. Click Axis Titles Primary Horizontal Axis Title Title Below Axis
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13. Repeat step 11 using Vertical axis title instead for horizontal.
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Optional Exercise
Create a Pie Chart for One Data Range:
1. Open Excel-Sales
2. Select the range A4 to A8. Now, press and hold the Ctrl key and then select the second
range - H4 to H8.
3. Click the Pie button on the Insert tab.
4. Choose the Pie in 3-D.
5. The chart will be added to your worksheet. Notice the handles for sizing.
6. Insert a chart title above the chart from the Layout tab.
7. Type Total Pizza Sales by Flavor for a Chart Title.
8. Click anywhere in the white area of the chart and drag the new Pie chart to a location just
below your Column Chart.
9. Click anywhere off the chart to deselect.
10. Click the Office button then, Print Preview to see how the Charts will look in your
document.
11. Click the Close button to exit Print Preview.
This concludes the material for Excel, Part 2. Questions? Ask the instructor!
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