The Excel Worksheet

Did You Know?

A worksheet is organized into a grid of cells, which are formed by the intersection of rows and columns.

Rows are identified by numbers. Row numbers can range from 1 to 1,048,576.

Column labels are identified by letters and start with A to Z. After Z, the next column heading is AA, AB, AC, and so forth. The last possible column label is XFD, which means there are 16,384 columns in a worksheet.

The total number of possible cells in a single worksheet is more than 17 billion. That is just one worksheet!!

I have just posted my first class on Udemy and need your help!

I have just posted my first class on Udemy: Excel Basics: Learn While Creating a Personal Budget.

It is a course for those new to Excel beginners or those that want to fill in some gaps.

This is a project-based course that takes you through creating a personal yearly budget. It is a step-by-step process broken down into multiple videos.

Along the way, you learn:

Entering text and numbers
Formatting text and numbers
Aligning and indenting text
Borders
Column width
Row height
Fill color
Copy and paste
Wrap text
AutoSum
Sum function
Simple formulas
Printing features

I am looking for feedback and reviews on the course. My students options matter and help me improve the course material and overall learning experience for future students.

If you are interested in checking out the course and giving feedback/reviews, I have a coupon code for free access.

Click on the link below to go directly to my Udemy course and sign-up for free:

https://www.udemy.com/excelbasics-personalbudgetproject/?couponCode=FOREVERMORE1ST

Phone Number Format in Excel

Here is a great tip to save you some time when entering phone numbers into Excel.

When entering a phone number into a cell, it is faster to just type the number without the dashes or parenthesis. You can format a cell to automatically format the phone number for you.

On the Home Tab, in the Number group, click the launcher arrow.

The Format Cells dialog box will open.

On the Number tab, select Special from Category and then choose Phone Number.

Click Ok.

Enter the phone number – just enter the numbers and when you hit Enter, the formatting is done.

Why Use Microsoft Excel? Need a reason to use Excel?!

Excel.

Chances are, that word alone stirs visions of lengthy spreadsheets and budgets with complicated formulas and charts.

It is true—Excel has become the standard in offices for pretty much anything that requires management of large amounts of data.

But, if you think Excel is only good for making you cross-eyed while looking at a bunch of numbers and financial reports, think again. There are tons of uses for Excel in business and at home.

The problem is that when people are asked to find a use for it outside of business or number crunching, most people are stumped.

I teach an Excel class at a community college and I get students who say they hope they don’t forget what they have learned.

Maybe you learned a little bit of Excel at work and you want to get better at it, but you can’t think of a reason to use Excel.

One thing I usually recommend is create a personal budget. But using Excel, doesn’t always have to involve numbers. When you have data, any data, use Excel to store it. One of Excel’s simplest yet most fundamental abilities is organizing data.

You can create:

Grocery lists
Inventory
Budget plans
Expense tracking
Vacation schedule
Trip planner
Tracking birthdays and anniversaries

You don’t have to have a lot of data to use Excel.

Of course, there are plenty of fancy apps and tools out there to help you do a lot of what I just mentioned. But, if you want to become really good with Excel, then you need to use Excel.

A passion of mine is cycling. I ride almost year-round. I have a few different bikes and I have to keep them maintained. What does that have to do with Excel?

I keep a very simply log of my bicycle maintenance. I track the date, which bike, what the maintenance was or the purchase made, cost and who performed the maintenance.

Really the purpose of this spreadsheet is so I can remember what I did with what bike. Because I am tracking this information in Excel there are some basic tasks I can do with this data, such as

Sort and Filter
Using the SUM function to see what my total expenses have been
Rename a worksheet
Add borders and fill colors
Use the Sumif and Countif functions
Create charts

Watch the video on my YouTube Channel.

Freeze Columns and Rows in Excel

My years working as an IT trainer, I’ve helped with many issues. One of the most common had to do with data entry and knowing what heading (column) the data was being added to.

My office had a conference table that could seat 4 people comfortably. I often had what I would call “open project days.” Anyone could come in on those days and work on their Excel project and I was there to answer any questions. Sometimes people just used this to get away from their desks, but I never went through one of those days without being of some assistance. It usually did not happen in the form of a question, but rather an exclamation of frustration.
Jeanie mumbled “There are so many date columns, I can’t remember what goes where.”
“Do you not have headings?” I questioned, misunderstanding.
“Of course, I have headings, but when I scroll down to enter data, I can’t see my heading,” she responded in a frustrated tone.
“I have a cure for that,” I said as I walked over.

Here is what I showed Jeanie to make her data entry a little easier – Freeze Panes

Freeze panes allows you to lock specific rows and columns so that they will always be visible on screen no matter how far you scroll to the right or down.

From the View Tab – Freeze Panes

From the drop down menu you have three selections: Freeze Panes, Freeze Top Row and Freeze First Column.

Freeze Top Row and Freeze First Column are just as they say. Row 1 and Column A will freeze.

With Freeze Panes, you must be aware of what cell you are actively in. Everything above and to the left of the active cell will freeze.

For example, if you want rows 1 and 2 to freeze, you need to actively be in cell A3.

If you want column A and B and row 1 to freeze, you need to actively be in cell C2.

Display Numbers as Phone Numbers

(Excel versions from 2007 to current)

When entering a phone number into a cell, it is faster to just type the number without the dashes or parenthesis. You can format a cell to automatically format the phone number for you.

Excel provides a special number format that lets you format a number as a phone number. For example, you can format a 10-digit number, such as 3039032362, as (303) 903-2362.

Select the cell or range of cells that you want to format.

On the Home Tab, in the Number group, click the launcher arrow.

The Format Cells dialog box will open.

On the Number tab, select Special from Category and then choose Phone Number.

Click Ok.

Enter the phone number, just enter the numbers and when you hit Enter, the formatting is done.

Want to read more about Excel’s number formatting? Read this post: Number Formatting in Excel

Excel’s Active Cell & a Grayed Out Ribbon?

An active cell is outlined by a heavy border, which allows you to easily see where the cell is that is being worked with and where data will be entered. It can also be referred to as the current cell or selected cell.

Why is this important to know? I have a couple of reasons to share with you.

First, it lets you know what cell you are in. When you start typing text or entering a formula, this is where that data will appear.

Second, if you are in edit mode, some commands on the Ribbon will be grayed out and you can’t use them.

“Ms. Harris, my Ribbon isn’t working,” a student says out loud in class.

By now, when I hear something to that effect, I know what they are referring to. But I go ahead and ask

“can you be more specific?”

“Nothing I click on will work, everything is grayed out,” comes the response.

Let’s take a closer look at what this student is referring to. Take a look a Figure 1 below. The cell E2 is selected, but not in edit mode. You can see the commands are available on the Home tab of the Ribbon.

Active cell not in edit mode — Figure 1 Cell Selected, but not in Edit Mode

Now let’s take a look at Figure 2 below. Cell E2 is in edit mode. You can tell from the insertion cursor in the cell. Also notice that the commands on the Home Tab of the Ribbon are grayed out.

You can edit the contents of a cell directly in the cell (you can also edit the contents of a cell by typing in the formula bar.) When Excel is in edit mode some features work differently or are unavailable. For example, you cannot change the alignment of the contents of a cell.

Also, the arrow keys behave differently. Instead of moving the cursor from cell to cell, in Edit mode, the arrow keys move the cursor around in the cell.

To exit edit mode, simply hit the Enter, Tab, or the Esc key on your keyboard. Or click another cell in the worksheet.

Number Formatting in Excel

I was in Shannon’s office, sitting in her visitor’s chair across from her desk. She had requested a one-on-one Excel training session and I was waiting for her to finish up whatever she was working on currently.

“I just need to get these last few numbers entered into our department budget,” she announced as I waited.

“No worries, I will just sit here and watch you work,” I said half-jokingly.

As I sat there her hand movement caught my attention. The index finger of her left hand was tracking the information on the paper in front of her. Her right hand was flying over the 10-key on the keyboard. I also noticed her double tap on the zero key. I realized for every number, she manually entered .00 or if there was a needed comma, she was manually entering the comma.

“Shannon, I think I know the first thing I want to cover in our training session,” I said.

Here is what we covered:

Don’t put those commas in yourself.

Number formatting is used to change the appearance of a number or value in a cell. Formatting numbers does not change the actual number that you enter, just the way it appears in the spreadsheet.

Commonly used number formats include:
percent symbols ( % ),
commas ( , ),
decimal places, and dollar signs( $ )

Number formatting can be applied to a single cell, entire columns or rows, a select range of cells, or the whole worksheet.

The default format for cells containing a value is the General style. This style has no specific format and displays values as plain numbers – no dollar signs, commas etc. Just a plain number.

To change a cell’s format, you can use one of the buttons on the Ribbon, such as comma, percent or currency which apply preset styles to the selected cells.

Another option is to click the drop down arrow next to General on the Ribbon. This will give you additional formatting options.

After Shannon applied the Currency style to her columns, all she had to do was enter the number. The dollar sign and .00 were automatically added.

Currency Style and Accounting Style – What’s the difference?

They do look similar to each other.

The Accounting style aligns the dollar sign at the left edge of the cell and displays a dash for zero values.
The Currency style places the dollar sign right next to the number.

Note: The Currency format can display negative numbers with a minus sign, in red, with parentheses, or in red with parentheses.

The Accounting format displays negative numbers in parentheses.

You can also watch the video on my YouTube channel: Number Formatting in Excel

Navigate a Word Document with Shift + F5

Microsoft Word has some nice shortcuts that are not well known. One of those is the Shift + F5 shortcut.

Use this to cycle between your most recent edits. With a large document, Shift+F5 is handy to see what you have edited most recently. And, you can use it when you first open a document to take you to your most recent edit.

If you are on a laptop, you may need to use your function key along with the F5 key.

Shift + Fn + F5

Charting Progress Toward a Goal in Excel

Charts help bridge the gap between our spreadsheet data and the real world. I don’t remember where I first read that, it was years ago. But it is something I always tell my students. It is so true. At a glance, which is easier to understand?

This spreadsheet data?

Or this chart?

A thermometer chart shows you how much of a goal has been achieved. Such as how much money has been raised for an event.

Creating a thermometer type chart is one of the best visuals to present your data in an understandable way.

This type of chart is for a single point target and it is easy to create.

Watch my YouTube video here: Charting Progress Towards Goal – Video

Download instructions here: Charting progress toward a goal