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Exploring three common uses for Excel

From: Excel 2010 Essential Training

Video: Exploring three common uses for Excel

Before we start using Excel, I just want to take a few moments to talk about what is Excel for and what does it do. Well, just by the fact that you're watching this movie, I'm pretty sure that you have an idea of what you want to use Excel for. But you might not know what all its capabilities are. And I kind of group that into three basic categories, and those are calculations, charting and database features, and database integration. Now other people might have their own ideas own ideas, but I think this pretty much covers it. Let's talk about calculations, and you can see here we have a pretty typical Excel worksheet.

Exploring three common uses for Excel

Before we start using Excel, I just want to take a few moments to talk about what is Excel for and what does it do. Well, just by the fact that you're watching this movie, I'm pretty sure that you have an idea of what you want to use Excel for. But you might not know what all its capabilities are. And I kind of group that into three basic categories, and those are calculations, charting and database features, and database integration. Now other people might have their own ideas own ideas, but I think this pretty much covers it. Let's talk about calculations, and you can see here we have a pretty typical Excel worksheet.

Calculations could be simple. They could be complex. Over here we have simple adding up numbers. We're adding across, we're adding down. But Excel could do complicated engineering. It could do differential equations, all sorts of really cool stuff. Excel is also good at analysis and what-if questions. So you could look at different possibilities. For example, if you're going to borrow money, you might say well, what if interest rate is higher or lower, if I borrow more or borrow less, what will the result come out to be? And Excel is very good putting all that together.

Just keep in mind Excel doesn't teach math to you, although it's a fairly good learning tool. You have to understand the concept of what you're doing. What Excel is great at is taking away the drudgery and the tedium of all the complex calculations. Let's talk about charting. If you click down here, we have the Charting tab. And this is a pretty cool chart, isn't it? It took me just about maybe two or three clicks to create, and you could create all kinds of really neat looking charts and lines, bars, pies, doughnuts, all kinds of things.

And change them, all you want and do all kinds of formatting. You can use built-in formatting; you could use custom formatting. Well, here's what's also really great is once you know charting in Excel, you know it for all of the other programs in Microsoft Office. What I mean by that is let's say if you're in Word or in PowerPoint and you need to create a chart, they will open Excel for you. And they will use Excel as charting, so if you go and create a chart in Word, or go to create a chart in PowerPoint, they will open Excel and you'll have that chart.

So that's pretty neat. If you're going to do data analysis, like summarizing large amounts of data, we'll do that in this course also, Excel can create what are called PivotCharts, which is sort of a combination of all the rows and all of the information of a database, and a nice- looking chart like this and kind of put it together for you. And I think that's pretty neat. We'll look at that also a little bit later. The third thing is Database, and here's a sample of a pretty simple Database. Excel is great to use as a database even if you have thousands, even hundreds of thousands of rows.

Now it's not meant to be an enterprise wide database. You wouldn't do airline reservations on it. But if you have a lot of products like you have here, a lot of people, or who knows what, Excel does a very good job of sorting and filtering and connecting even to external databases. And there are special calculations you could do in Excel where it actually treats Excel as a database in some special ways. And we'll also look at that later in the course. So, now that we have a good idea of what Excel is for and what it can do, we'll take a look at the interface and make some sense of it.

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This video is part of

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Excel 2010 Essential Training

80 video lessons · 126272 viewers

Bob Flisser
Author

 
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  1. 1m 35s
    1. Welcome
      57s
    2. Using the exercise files
      38s
  2. 19m 31s
    1. Exploring three common uses for Excel
      3m 17s
    2. Touring the interface
      3m 38s
    3. Finding the commands you need
      3m 51s
    4. Using Backstage view or the File tab
      3m 25s
    5. Maintaining file compatibility
      5m 20s
  3. 21m 23s
    1. Creating a worksheet
      5m 23s
    2. Techniques for copying and pasting
      3m 57s
    3. Entering data automatically with Auto Fill
      4m 37s
    4. Targeting large data groups
      4m 26s
    5. Changing a worksheet's structure
      3m 0s
  4. 47m 50s
    1. Understanding formulas and functions
      4m 41s
    2. Entering data in a worksheet
      3m 22s
    3. Adding numbers manually
      5m 1s
    4. Adding numbers using Sum and AutoSum
      6m 11s
    5. Adding a whole worksheet
      1m 48s
    6. Working with numbers in columns
      4m 53s
    7. Preventing errors using absolute references
      5m 57s
    8. Working with times and dates
      3m 8s
    9. Using IF
      4m 49s
    10. Using SUMIF and AVERAGEIF
      4m 15s
    11. Naming and using cell ranges
      3m 45s
  5. 33m 57s
    1. Formatting numbers and dates
      7m 6s
    2. Applying fonts, background colors, and borders
      4m 35s
    3. Adjusting columns, rows, and text
      5m 2s
    4. Using conditional formatting
      4m 6s
    5. Using custom conditional formatting
      5m 49s
    6. Adding pictures and shapes
      7m 19s
  6. 25m 27s
    1. Inserting SmartArt
      6m 54s
    2. Coordinating a look using themes
      3m 22s
    3. Applying built-in styles
      3m 16s
    4. Creating and sharing styles
      5m 33s
    5. Using templates
      4m 9s
    6. Creating and using original templates
      2m 13s
  7. 13m 23s
    1. Making the pieces fit
      4m 57s
    2. Inserting headers and footers
      3m 51s
    3. Printing and PDFs
      4m 35s
  8. 34m 3s
    1. Finding and replacing data
      3m 12s
    2. Freezing panes
      3m 0s
    3. Repeating row and column titles
      3m 34s
    4. Creating multiple custom worksheet views
      5m 18s
    5. Hiding or grouping rows and columns
      5m 31s
    6. Managing worksheets
      7m 23s
    7. Calculating formulas across worksheets
      6m 5s
  9. 36m 34s
    1. Importing and exporting data in Excel
      8m 2s
    2. Setting workbook permissions
      6m 44s
    3. Inserting and editing comments
      6m 49s
    4. Sharing a workbook
      1m 25s
    5. Tracking changes
      3m 5s
    6. Saving files in shared locations
      10m 29s
  10. 27m 30s
    1. Splitting cell data into multiple cells
      2m 22s
    2. Joining data from multiple cells
      4m 18s
    3. Basic and multi-field sorting
      6m 30s
    4. Using tables to sort and filter data
      4m 31s
    5. Inserting automatic subtotals
      3m 46s
    6. Creating lookup tables
      6m 3s
  11. 32m 56s
    1. Using auditing to diagram
      6m 3s
    2. Using evaluation in Excel
      2m 2s
    3. Working with Goal Seek
      5m 29s
    4. Using data tables in formulas
      6m 2s
    5. Using scenarios in formulas
      5m 28s
    6. Exploring the Analysis Toolpak
      7m 52s
  12. 18m 1s
    1. Discovering PivotTables
      2m 22s
    2. Creating a basic PivotTable
      2m 46s
    3. Modifying a PivotTable
      6m 57s
    4. Creating and modifying a PivotChart
      5m 56s
  13. 26m 58s
    1. Choosing chart types
      1m 55s
    2. Inserting Sparklines
      3m 54s
    3. Creating a column chart
      3m 23s
    4. Modifying a column chart
      5m 47s
    5. Creating and modifying a pie chart
      6m 45s
    6. Placing Excel charts into other Office applications
      5m 14s
  14. 21m 53s
    1. Understanding macros
      3m 5s
    2. Recording and using a simple macro
      11m 58s
    3. Editing a macro
      6m 50s
  15. 20m 33s
    1. Customizing the Quick Access toolbar
      3m 30s
    2. Customizing the Ribbon bar
      8m 44s
    3. Setting Excel options
      8m 19s
  16. 16s
    1. Goodbye
      16s

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