Basic tasks in Excel 2010

Getting started with Office 2010 Here are some basic tasks that you can do in Microsoft Excel 2010.

In this article

What is Excel?

Find and apply a template

Create a new workbook

Save a workbook

Enter data in a worksheet

Format numbers

Apply cell borders

Create an Excel table

Apply cell shading

Filter your data

Sort your data

Create a formula

Chart your data

Print a worksheet

Activate and use an add-in

What is Excel?

Excel is a spreadsheet program in the Microsoft Office system. You can use Excel to create and format workbooks (a collection of spreadsheets) in order to analyze data and make more informed business decisions. Specifically, you can use Excel to track data, build models for analyzing data, write formulas to perform calculations on that data, pivot the data in numerous ways, and present data in a variety of professional looking charts.

The following table summarizes common scenarios for using Excel.

Scenario

Description

Examples

Accounting

You can use the powerful calculation features of Excel in many financial accounting statements.

  • Cash flow statement

  • Income statement

  • Profit and loss statement

Billing and sales

Excel is useful for managing billing and sales data, and you can easily create the forms that you need.

  • Sales invoice

  • Packing slip

  • Purchase order

Budgeting

Whether your needs are personal or business related, you can create any type of budget in Excel.

  • Marketing budget plan

  • Event budget

  • Retirement budget

Planning

Excel is a great tool for creating professional plans or useful planners.

  • Weekly class plan

  • Marketing research plan

  • Year-end tax plan

  • Planners to organize meals, parties, or vacations

Reporting

You can create various types of reports in Excel that reflect your data analysis or summarize your data.

  • Reports that measure project performance

  • Reports that show variance between projected and actual results

  • Reports to forecast data

Tracking

You can use Excel to keep track of data in a time sheet or list.

  • Time sheet for tracking work

  • Inventory list to track equipment

Using calendars

Because of its grid-like workspace, Excel lends itself well to creating any type of calendar.

  • Academic calendar to track activities during a school year

  • Fiscal year calendar to track business events and milestones

Find and apply a template

Excel 2010 allows you to apply built-in templates, to apply your own custom templates, and to search from a variety of templates on Office.com. Office.com provides a wide selection of popular Excel templates, including budgets.

To find a template in Excel 2010
  1. Choose File > New.

  2. Under Available Templates, do one of the following:

    • To reuse a template that you’ve recently used, click Recent Templates, click the template that you want, and then click Create.

    • To use your own template that you already have installed, click My Templates, select the template that you want, and then click OK.

    • To find a template on Office.com, under Office.com Templates, click a template category, select the template that you want, and then click Download to download the template from Office.com to your computer.

Note    You can also search for templates on Office.com from within Excel. In the Search Office.com for templates box, type one or more search terms, and then click the arrow button to search.

For more information about how to find and apply templates, see Create a new workbook.

Create a new workbook

  1. Choose File > New.

  2. Under Available Templates, choose Blank Workbook.

  3. Choose Create.

For more information about how to create a workbook, see Create a new workbook.

Save a workbook

  1. Choose File > Save As.

  2. In the Save As dialog box, in the Save as type list, select Excel Workbook

  3. In the File name box, type a name for your workbook.

  4. Choose Save to finish.

Excel Save As Dialog Box

Enter data in a worksheet

  1. Select the cell where you want to enter data.

  2. Type the data in the cell.

  3. Press Enter or Tab to move to the next cell.

For more information about how to enter data, see Enter data in a worksheet.

Format numbers

  1. Select the cells that you want to format.

  2. On the Home tab, in the Number group, choose the Dialog Box Launcher next to Number (or just press CTRL+1).
    Dialog Box Launcher in Number group

  3. In the Category list, click the format that you want to use, and then adjust settings, if necessary. For example, if you’re using the Currency format, you can select a different currency symbol, show more or fewer decimal places, or change the way negative numbers are displayed.
    Format Cells dialog box

For more information about how to format numbers and available number formats, see Format numbers in a worksheet .

Apply cell borders

  1. Select the cell or range of cells that you want to add a border to.

  2. On the Home tab, in the Font group, click the arrow next to Borders, and then click the border style that you want.

    Excel  Ribbon Image

For more information about how to apply formatting to a worksheet, see Format a worksheet.

Create an Excel table

  1. On a worksheet, select the range of cells that you want to include in the table. The cells can be empty or can contain data.

  2. On the Home tab, in the Styles group, choose Format as Table, and then select the table style that you want.

    Styles group on the Home tab

  3. If the selected range contains data that you want to display as table headers, select My table has headers in the Format as Table dialog box.

For more information about how to create a table, see Create an Excel table.

Apply cell shading

  1. Select the cell or range of cells that you want to apply cell shading to.

  2. On the Home tab, in the Font group, choose the arrow next to Fill Color Button image, and then under Theme Colors or Standard Colors, select the color that you want.

For more information about how to apply formatting to a worksheet, see Format a worksheet.

Filter your data

  1. Select the data that you want to filter.

  2. On the Data tab, in the Sort & Filter group, click Filter.

    The Sort and Filter group on the Data tab

  3. Click the arrow Filter drop-down arrow in the column header to display a list in which you can make filter choices.

  4. To select by values, in the list, clear the (Select All) check box. This removes the check marks from all the check boxes. Then, select only the values you want to see, and click OK to see the results.

For more information about how to filter data, see Filter data by using an AutoFilter.

Sort your data

To quickly sort your data
  1. Select a range of data, such as A1:L5 (multiple rows and columns) or C1:C80 (a single column). The range can include titles that you created to identify columns or rows.

  2. Select a single cell in the column on which you want to sort.

  3. Click A to Z command in Excel that sorts A to Z or smallest number to largest to perform an ascending sort (A to Z or smallest number to largest).

    Sort buttons in the Sort & Filter group on the Data tab in Excel

  4. Click Z to A command in Excel that sorts Z to A or largest number to smallest to perform a descending sort (Z to A or largest number to smallest).

To sort by specific criteria
  1. Select a single cell anywhere in the range that you want to sort.

  2. On the Data tab, in the Sort & Filter group, choose Sort.

    Sort command in the Sort & Filter group on the Data tab in Excel

    The Sort dialog box appears.

  3. In the Sort by list, select the first column on which you want to sort.

  4. In the Sort On list, select either Values, Cell Color, Font Color, or Cell Icon.

  5. In the Order list, select the order that you want to apply to the sort operation — alphabetically or numerically ascending or descending (that is, A to Z or Z to A for text or lower to higher or higher to lower for numbers).

For more information about how to sort data, see Sort data by using an AutoFilter.

Create a formula

  1. In a cell, type an equal sign (=) to start the formula.

  2. Type a combination of numbers and operators; for example, 3+7.

  3. Use the mouse to select other cells (inserting an operator between them). For example, select B1 and then type a plus sign (+), select C1 and type +, and then select D1.

  4. Press Enter when you finish typing to complete the formula.

For more information about how to create a formula, see Create a formula.

Chart your data

  1. Select the data that you want to chart.

  2. On the Insert tab, in the Charts group, click the chart type that you want to use, and then click a chart subtype.
    Excel  Ribbon Image

  3. Use the Chart Tools to add chart elements such as titles and data labels, and to change the design, layout, or format of your chart.
    Chart Tools

For more information about how to create a chart, see Chart your data.

Print a worksheet

  1. Select the worksheet or select the worksheets that you want to preview.

  2. Choose File > Print. (You can also press CTRL+P.)

    Note   The preview window will display in black and white, regardless of whether your worksheet(s) includes color, unless you are configured to print on a color printer.

  3. To preview the next and previous pages, at the bottom of the Print Preview window, choose Next Page and Previous Page.

  4. To set the printing options, do the following:

    • To change the printer, use the drop-down box under Printer, and select the printer that you want.

    • To make page setup changes, including changing page orientation, paper size, and page margins, select the options that you want under Settings.

    • To scale the entire worksheet to fit on a single printed page, under Settings, click the option that you want in the scale options drop-down box.

  5. To print the workbook, do one of the following:

    • To print a portion of a worksheet, select the worksheet, and then select the range of data that you want to print.

    • To print the entire worksheet, select the worksheet to activate it.

  6. Click Print.

For more information about how to print, see Print a worksheet.

Activate and use an add-in

  1. On the File tab, choose Options, and then choose the Add-Ins category.

  2. Near the bottom of the Excel Options dialog box, make sure that Excel Add-ins is selected in the Manage box, and then click Go.

  3. In the Add-Ins dialog box, select the check boxes the add-ins that you want to use, and then click OK.

    If Excel displays a message that states it can't run this add-in and prompts you to install it, click Yes to install the add-ins.

For more information about how to use add-ins, see Quick start: Activate and use an add-in.

Applies To: Excel 2010



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