Excel 2010 Tutorial For Beginners #1 - Overview (Microsoft Excel)

MotionTraining
23 Aug 201210:00

Summary

TLDRThis tutorial introduces Microsoft Excel 2010 by guiding viewers through creating a simple spreadsheet for tracking donut sales. It covers adding a title, entering data for January to March, and using Excel's auto-fill feature for dates. The video demonstrates entering sales figures, using the AutoSum tool for totals, and formatting the spreadsheet with bold, borders, and colors. It also shows how to apply currency formatting and adjust decimal places. Finally, it introduces creating a 2D column chart and highlights Excel's dynamic updating of calculations and charts when data changes.

Takeaways

  • 📊 Creating a simple spreadsheet in Excel 2010 involves inputting text, numbers, and formulas.
  • 🖱️ Excel offers automated features like series completion (e.g., filling in months) by dragging the mouse.
  • 🍩 The example in the video focuses on sales data for a donut business, specifically their best-selling products.
  • 💡 Calculations, such as summing totals, can be done quickly with the 'AutoSum' feature.
  • 🔢 Totals can be calculated both horizontally for months and vertically for product lines using simple selections and the 'AutoSum' function.
  • 🎨 Formatting tools, such as bold text, merging cells, and applying borders, help enhance the spreadsheet's visual presentation.
  • 💷 Currency formatting is applied to the sales figures, and users can customize the currency symbol (e.g., pound, dollar).
  • 📈 Creating a chart is easy by selecting data and inserting a column chart, which provides a visual representation of the sales figures.
  • 🔄 Changes made to the data automatically update calculations and charts in real-time, demonstrating Excel's dynamic nature.
  • 🖥️ Excel is a powerful tool for organizing data, saving time, and creating interactive, professional-looking spreadsheets for presentations.

Q & A

  • What is the main purpose of the video?

    -The main purpose of the video is to provide a first look at Microsoft Excel 2010 and demonstrate how to create a simple spreadsheet including text, numbers, calculations, and a chart.

  • What is the business name used in the spreadsheet example?

    -The business name used in the spreadsheet example is 'ABC Donuts Limited'.

  • How does the video demonstrate entering months into cells?

    -The video shows how to enter months into cells by typing 'January' into cell B2 and then using the mouse pointer at the bottom right of the cell to click and drag across to automatically fill in 'February' and 'March'.

  • What automated feature of Excel is highlighted in the video?

    -The video highlights Excel's ability to automatically complete a series of dates when dragging the fill handle.

  • What are the three best-selling donuts mentioned in the video?

    -The three best-selling donuts mentioned are Jam, Custard, and Chocolate donuts.

  • How does the video show creating a total row for the sales figures?

    -The video demonstrates creating a total row by selecting the cells where totals are needed, clicking the 'AutoSum' button under the Home tab, and letting Excel automatically calculate and insert the totals.

  • What is the purpose of applying bold formatting to certain cells?

    -Applying bold formatting to certain cells, such as the title and labels, is done to make them stand out and be more visually prominent.

  • How does the video explain adding a border to the spreadsheet cells?

    -The video explains adding a border to the spreadsheet cells by selecting the cells, clicking on the 'Borders' button, and choosing the 'All Borders' option to apply a stronger grid around the cells.

  • What is the significance of applying currency symbols to numbers in the spreadsheet?

    -Applying currency symbols to numbers indicates that the figures represent monetary values rather than quantities, which can help clarify the data's context.

  • How does the video illustrate the dynamic nature of Excel spreadsheets?

    -The video illustrates the dynamic nature of Excel spreadsheets by showing how changes in data, such as updating sales figures, automatically update linked calculations and charts.

  • What is the final step demonstrated in the video to enhance the spreadsheet's visual appeal?

    -The final step demonstrated is adding a chart to the spreadsheet by selecting the data range, clicking on the 'Insert' menu, and choosing a 2D column chart.

Outlines

00:00

📊 Creating a Simple Spreadsheet with Excel 2010

The first paragraph introduces a video tutorial on Microsoft Excel 2010, demonstrating how to create a basic spreadsheet with text, numbers, calculations, and a simple chart. The example uses a business selling donuts, entering months (January to March) and best-selling donut types (Jam, Custard, Chocolate) with their corresponding sales figures. The tutorial also shows how to use Excel's automated features like autofill to complete date ranges and the 'AutoSum' feature to calculate totals for both rows and columns. The formatting of the spreadsheet is enhanced using functions like 'Merge and Center,' font size adjustments, and bold formatting for labels and totals.

05:02

🎨 Formatting and Enhancing the Spreadsheet

The second paragraph focuses on refining the spreadsheet’s appearance. It includes applying borders, grid lines, and fill colors to make the spreadsheet visually appealing. The tutorial highlights how to format cells using different colors for titles and totals, and how to apply currency symbols to sales numbers. The user learns how to remove unnecessary decimal points and change the default currency format if needed. The section wraps up by demonstrating how to create a 2D column chart based on selected data, excluding totals that would distort the visual representation. The paragraph emphasizes the advantages of an electronic spreadsheet by showing how changes to the data automatically update calculations and charts, offering a practical example of this feature.

Mindmap

Keywords

💡spreadsheet

A spreadsheet is a digital document used for organizing, analyzing, and storing data in a tabular format. In the video, the presenter creates a simple spreadsheet to track sales data for different types of donuts. The spreadsheet includes text labels, numerical data, and calculations, which are typical elements found in spreadsheets used for business analytics.

💡Microsoft Excel 2010

Microsoft Excel 2010 is a version of the widely used spreadsheet program developed by Microsoft. It offers various features for data manipulation, visualization, and analysis. The video provides a first look at creating a spreadsheet in Excel 2010, highlighting its user interface and basic functionalities.

💡calculations

Calculations in a spreadsheet refer to the mathematical operations performed on the data. In the script, the presenter demonstrates how to input sales figures and then uses Excel's AutoSum feature to calculate totals for each donut type and for the entire dataset, showcasing the program's capability for quick numerical analysis.

💡chart

A chart is a graphical representation of data used to visualize trends and patterns. The video script describes the process of creating a simple chart in Excel to represent the sales data of donuts. This visual element helps in making the data more interpretable and engaging.

💡text

Text in a spreadsheet refers to the non-numeric labels used to describe or categorize data. In the video, the presenter adds text such as 'January', 'February', 'March', and 'Total' to organize the sales figures, making the spreadsheet more readable and informative.

💡autosum

Autosum is a feature in Excel that automatically calculates the sum of a range of cells. The script illustrates how the presenter uses the AutoSum button to quickly generate totals for the sales data, demonstrating a time-saving feature of Excel.

💡formatting

Formatting in Excel refers to the process of changing the appearance of cells to enhance readability and aesthetics. The video describes various formatting actions such as merging cells, applying font styles, and adding borders. These actions are used to make the spreadsheet more visually appealing and organized.

💡currency symbols

Currency symbols are used in spreadsheets to indicate monetary values. The script mentions applying currency formatting to the sales figures to clarify that the numbers represent financial data. This is an important step in ensuring the data is interpreted correctly.

💡data series

A data series in Excel refers to a sequence of related data points, such as dates or time periods. The video script describes how the presenter enters 'January' into a cell and then uses Excel's feature to automatically fill in the subsequent cells with 'February' and 'March', illustrating the concept of a data series.

💡merge and center

Merging and centering is a formatting technique used to combine multiple cells into one and center text within them. In the script, the presenter merges cells to create a title for the spreadsheet and centers the text to align it properly, enhancing the presentation of the data.

💡dynamic updates

Dynamic updates refer to the ability of Excel to automatically adjust calculations and charts when the underlying data changes. The video script demonstrates this by showing how changing a sales figure in the spreadsheet immediately updates the totals and the chart, emphasizing the interactive nature of spreadsheets.

Highlights

Introduction to creating a simple spreadsheet in Microsoft Excel 2010.

Adding a title to the spreadsheet: 'ABC Donuts Limited'.

Entering months into cells to automatically generate a series.

Entering sales data for best-selling donuts.

Using the right arrow key to move between cells for data entry.

Adding a new row for totals using the 'AutoSum' button.

Creating a grand total for each product line.

Observing the formula bar to see the calculation Excel uses.

Merging and centering cells for the title.

Increasing font size and applying bold formatting to the title.

Applying bold formatting to labels and the grand total.

Adding a border to the cells for a clearer grid.

Applying colors to cells for better visual distinction.

Adding currency symbols to numbers for clarity.

Adjusting decimal places for currency values.

Updating the chart automatically when data changes.

Demonstrating the instant update of totals and charts with data entry.

Encouraging viewers to learn more Excel features to become experts.

Transcripts

play00:00

hello and welcome to a first look at

play00:02

Microsoft Excel 2010 in this overview

play00:06

video I'm going to create a simple

play00:08

spreadsheet including text numbers

play00:10

create some calculations and add a

play00:13

simple chart as well at the end the

play00:15

first thing I need to do is add a title

play00:17

for my spreadsheet so I'm going to call

play00:18

this one business name ABC Donuts

play00:24

limited and the spreadsheet will be

play00:27

about the bestsellers best-selling

play00:32

Donuts so press the Enter key wants to

play00:35

finish typing move down to the next row

play00:36

and I could just use the arrow key to

play00:38

come in to sell beats who are there

play00:40

type the word January into b2 and I'd

play00:45

like the next two cells to contain the

play00:47

next two months so February and March

play00:49

but I'm going to get Excel to do that

play00:51

for me by putting the mouse pointer at

play00:54

the bottom right of the cell there and

play00:56

then just click and drag across and

play00:58

you'll see that Excel automatically

play01:01

completes that series of dates there's

play01:02

lots of automated features like that

play01:04

built into Excel and we'll explore some

play01:06

of those later on

play01:07

in future tutorials okay so let's come

play01:11

back to column a and click into cell a3

play01:13

there and I'm gonna enter my three best

play01:19

selling Donuts well for this business

play01:25

anyway if you prefer other Donuts then

play01:28

you can enter your own names I don't

play01:29

mind

play01:30

so those are my labels for my little

play01:33

spreadsheet the main labels and I'm

play01:35

going to enter some sales numbers now or

play01:38

sales figures and let's say in January

play01:41

for jam donuts we sold maybe 100 pounds

play01:44

worth

play01:45

press the right arrow key to move across

play01:46

here in February we'll say 150 and in

play01:50

March will say 195 just use again the

play01:54

arrow keys to move around so if a

play01:56

custard let's say we had maybe 150 sold

play01:59

in January hundred ninety five in

play02:02

February and maybe 250 March big surge

play02:06

there and for chocolate let's say we

play02:08

sold hundred and seventy five in January

play02:11

two hundred in February

play02:13

and maybe 2:25 in March okay so those

play02:18

are the figures and I'm going to add a

play02:20

new row on now to create some totals so

play02:23

I'm going to add a label at the

play02:25

beginning of the row total just press

play02:27

the right arrow key again move across

play02:28

and they can create the totals very

play02:30

quickly just click and drag across to

play02:32

select those three cells where I want my

play02:35

totals to appear and then make sure you

play02:37

have the Home tab highlighted and if you

play02:40

come across the right-hand side of the

play02:42

Home tab you'll see the autosum button

play02:45

there just click that and it'll

play02:47

automatically pop the totals in for me I

play02:50

also want to have totals down in column

play02:53

E here for each of the product lines and

play02:56

a grand total to appear at the end of

play02:58

the total row so I'm going to add a new

play03:00

label at the top layer in cell e2 again

play03:04

call it total press the Enter key and

play03:06

then just select the four cells there

play03:09

where like my totals to appear again

play03:12

just click that autosum button and Excel

play03:16

puts the totals in there for me and you

play03:19

may notice above the spreadsheet in this

play03:21

formula bar here you can actually see

play03:23

the calculation that Excel is using to

play03:25

create the result okay so I have my

play03:28

numbers and calculations all entered and

play03:31

I want to now Adobe form I think as a

play03:33

spreadsheet looking a bit playing there

play03:35

first thing I'm going to do here is

play03:37

select to the cells a1 across to e1 and

play03:40

then click on this merge and center

play03:42

button here click on that you'll see

play03:44

what happens it merges those cells

play03:46

together and centers my title I can then

play03:49

increase the size of that little bit by

play03:52

clicking the drop down arrow on the font

play03:54

size button there and as I move the

play03:57

mouse down the numbers you'll see that I

play04:00

get an instant preview so I can see if I

play04:04

select a size that's too big or too

play04:06

small

play04:07

before I actually click on the

play04:09

appropriate one I'm just going to choose

play04:10

font size 14 for now and also apply bold

play04:15

formatting there make it stand out I'm

play04:18

also going to select all the labels so

play04:20

I'm going to select total March February

play04:22

and January then hold down the ctrl key

play04:25

in simultaneous

play04:26

select gem right down to total so all

play04:29

the labels click on B for bold again to

play04:33

make those standouts and I'm also going

play04:36

to apply bold formatting to my grand

play04:38

total so it's click on that one cell and

play04:40

I like that I'm also going to select all

play04:43

the cells from six right back up to a-1

play04:47

and apply a border a grid around all the

play04:51

cells and to do that just click on this

play04:53

drop down borders button here select the

play04:56

all borders option and if I click away

play04:59

you'll see it's applied a stronger grid

play05:01

around the cells Excel does obviously

play05:04

have a grid of its own but when you

play05:06

print your spreadsheet by default that

play05:08

grin doesn't appear so by applying if

play05:11

you like a formatted grid if that will

play05:13

show up when you print okay I'm gonna

play05:16

apply some colors as well here now if I

play05:18

click in my title this time to click on

play05:21

the drop down where the fill color tool

play05:23

is and as you see again as I move over

play05:27

these different options it gives me a

play05:28

live preview I'm just going to select

play05:30

this maybe a light blue there for the

play05:33

title and I'm going to select all the

play05:36

cells again from e2 right back to a2

play05:39

again hold down the control key select

play05:41

a3 down to a six so I have all the

play05:44

titles selected and this time we'll

play05:47

apply a different color maybe though I

play05:49

like to green there and just to make my

play05:52

grand total stand out as well I'll

play05:55

choose another color for that and we'll

play05:57

maybe go for this light orange color one

play06:00

more thing I'll do here is actually

play06:02

apply currency symbols to my numbers

play06:05

because it may not be obvious that I'm

play06:07

talking about currency values as opposed

play06:09

to quantities so I'm going to select all

play06:12

the numbers in this case from b3 down to

play06:16

e6 and over in the number section of the

play06:20

Home tab there's a button there currency

play06:22

and if I just click on that you'll see

play06:24

it applies the currency formatting it

play06:26

also applies to decimal places now in

play06:29

this particular case I don't want those

play06:30

so I'm going to come across a bit

play06:32

further on number section two this

play06:34

button here that will decrease the

play06:36

decimal numbers or decimal places

play06:39

I just click that twice it'll take those

play06:41

decimals away lead with whole values

play06:44

again now my currency is pound signs by

play06:48

default because I'm in the UK and that's

play06:50

what my computer set to show if you're

play06:52

in the USA for example it's probably

play06:55

defaulted to the dollar symbol however

play06:57

if you do want to change it then next to

play07:00

that currency button there's a small

play07:01

drop-down arrow and it does offer the

play07:04

three most common currencies as options

play07:06

and there are many more available as

play07:08

well by selecting more accounting

play07:10

formats so if I just press the Escape

play07:12

key that'll cancel that menu if I just

play07:16

click away you will see my final

play07:18

spreadsheet there now one last bit of

play07:20

formatting who will actually do is

play07:21

select all my total figures apart from

play07:24

the grand total of already formatted and

play07:27

just make those bold as well click away

play07:30

again now I might want to use these

play07:32

numbers as part of a presentation so I'd

play07:34

like to make the spreadsheet look a bit

play07:36

more interesting and to do that I'm

play07:37

going to add a chart and I'm going to

play07:39

select to create a chart cells a2 down

play07:44

to d5 and ever includes obviously all

play07:46

the titles there and all the numbers but

play07:49

it does exclude the main title and it

play07:51

does exclude the total figures as well

play07:53

because the total figures would distort

play07:55

the chart and I don't want to include

play07:57

those so once I've got my selection

play07:59

click on the insert menu click on the

play08:02

column chart button and simply select

play08:04

the first option 2d column chart once

play08:08

I've clicked on that the chart appears I

play08:10

can then click and drag that to

play08:12

reposition it below my data and then

play08:15

click away so there we have a nice chart

play08:19

and my data now the nice thing about a

play08:22

spreadsheet electronic spreadsheet as

play08:24

opposed to a paper-based one is that any

play08:27

changes you make will automatically

play08:29

update all the linked calculations so in

play08:33

this case I have total calculations

play08:36

linked to the main data and I've also

play08:38

got the chart linked as well and I can

play08:40

demonstrate how that works by if I click

play08:43

in cell b3 which my sales for January

play08:47

for gem

play08:49

let's say I've made a mistake and the

play08:50

figure for that should have been 200 I'm

play08:52

not 100 so if I type in there 200 before

play08:56

I press the Enter key keep an eye on the

play08:58

total figure down the bottom there

play09:00

you'll also notice it's the grand total

play09:02

changes and also if you look at the blue

play09:04

bar on the chart when I press the Enter

play09:07

key you'll see that all those things

play09:09

instantly change and I'm going to undo

play09:12

that this controls that to undo and

play09:15

let's make it even more dramatic change

play09:17

it to 250 and again you'll see how it

play09:20

all updates instantly as soon as I enter

play09:23

the new value so hope I've shown you

play09:25

there that Excel it's not only a great

play09:26

way of organizing information it's also

play09:28

a great time-saver so whenever you

play09:31

update your data all the calculations

play09:34

and any chance that are linked to that

play09:35

data instantly update it's very useful

play09:37

tool so now you've seen how easy it is

play09:40

to create a simple spreadsheet let's go

play09:42

on and work on other examples show your

play09:44

more features in Excel and turn you into

play09:46

I hope an excel expert so thank you very

play09:49

much for watching this I hope you found

play09:51

some things in there that were useful

play09:52

and I'll see you next time

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Excel 2010Spreadsheet basicsData entryChart creationFormatting tipsAutomated featuresFormulasSales analysisTutorial videoBusiness tools
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