How To Use Microsoft Excel 2013

Advertisement

How to use Microsoft Excel 2013 is an essential skill for anyone looking to organize data, perform calculations, or analyze information efficiently. Excel is a powerful spreadsheet application that allows users to create tables, graphs, and perform complex calculations with ease. Whether you are a student, a professional, or just someone who wants to manage their personal finances, mastering Excel can significantly improve your productivity and data management skills. This article will guide you through the basic functionalities, features, and tips for using Microsoft Excel 2013 effectively.

Getting Started with Excel 2013



Before diving into the functionalities of Excel, it is important to understand its user interface. When you first open Excel 2013, you will see the following components:

The Ribbon



The Ribbon is the command center of Excel, located at the top of the window. It contains multiple tabs, each with a set of related tools and features.

- Home Tab: Contains basic formatting options, clipboard functions, and style settings.
- Insert Tab: Allows you to add tables, charts, pictures, and other objects.
- Page Layout Tab: Provides options for setting up your page layout, including margins and themes.
- Formulas Tab: Contains tools for inserting functions and creating formulas.
- Data Tab: Offers options for managing and analyzing data, including sorting and filtering.
- Review Tab: Contains tools for spelling checks, comments, and protection settings.
- View Tab: Allows you to manage how you view your workbook, including zoom options and window arrangement.

Creating a New Workbook



To create a new workbook in Excel 2013:

1. Open Excel 2013.
2. Click on "Blank Workbook" on the start screen.
3. A new workbook will open, ready for you to input data.

You can also create a workbook from a template by selecting "New" and browsing through the available templates.

Entering Data in Excel



Once you have your workbook open, you can start entering data. Excel organizes data in rows and columns, which intersect to form cells.

Understanding Cells, Rows, and Columns



- Cells: The individual boxes in a spreadsheet where you can enter data. Each cell is identified by its column letter and row number (e.g., A1, B2).
- Rows: Horizontal lines of cells, numbered from 1 to 1,048,576 in Excel 2013.
- Columns: Vertical lines of cells, labeled with letters from A to XFD (16,384 columns).

Entering Data



To enter data into a cell:

1. Click on the desired cell.
2. Start typing your data. You can enter text, numbers, dates, and formulas.
3. Press "Enter" to confirm the input and move to the next cell below or press the "Tab" key to move to the next cell on the right.

Formatting Data



Formatting data in Excel enhances readability and presentation.

Basic Formatting Options



- Font Style: Change the font type, size, and color from the Home tab.
- Cell Shading: Apply background colors to cells for emphasis.
- Borders: Add borders to cells for better separation of data.
- Alignment: Adjust text alignment (left, center, or right) within cells.

To format cells:

1. Select the cell or range of cells you want to format.
2. Use the options in the Home tab to change the formatting styles.

Number Formatting



You can format numbers in various ways (currency, percentage, date, etc.):

1. Select the cell(s) with the numbers you want to format.
2. In the Home tab, find the Number group.
3. Click the dropdown menu and choose the desired format.

Using Formulas and Functions



Formulas and functions are the backbone of Excel, allowing you to perform calculations and manipulate data.

Creating Formulas



A formula in Excel starts with an equal sign (=). Basic operators include:

- Addition (+)
- Subtraction (-)
- Multiplication ()
- Division (/)

For example, to add values in cells A1 and B1:

1. Click on the cell where you want the result.
2. Type `=A1+B1` and press "Enter."

Using Functions



Excel offers a wide array of built-in functions. Some commonly used functions include:

- SUM: Adds a range of cells.
- AVERAGE: Calculates the average of a range of cells.
- COUNT: Counts the number of cells with numeric entries.

To use a function:

1. Click on the cell where you want the result.
2. Type `=SUM(A1:A10)` to sum the values in cells A1 through A10.
3. Press "Enter."

Creating Charts and Graphs



Visual representation of data can greatly enhance understanding and analysis. Excel 2013 allows you to create various types of charts.

Steps to Create a Chart



1. Select the data range you want to visualize.
2. Go to the Insert tab.
3. Choose the type of chart you want to create (e.g., Column, Line, Pie).
4. Click on the chart type, and Excel will generate a chart based on your selected data.

Customizing Charts



After creating a chart, you can customize it by:

- Adding titles and labels.
- Changing colors and styles.
- Modifying the layout.

To customize, click on the chart and use the Chart Tools that appear in the Ribbon.

Data Management Tools



Excel 2013 provides powerful tools for managing and analyzing data.

Sorting and Filtering Data



To sort or filter data:

1. Select the range of data you want to sort or filter.
2. Go to the Data tab.
3. Use the Sort option to arrange data in ascending or descending order, or use the Filter option to display only certain data.

Using Tables



Tables in Excel make it easy to manage and analyze data.

1. Select your data range.
2. Go to the Insert tab and click on "Table."
3. Ensure the "My table has headers" option is checked if your data has headers, then click OK.

Tables automatically apply formatting and allow for easy sorting and filtering.

Saving and Sharing Your Workbook



After working on your Excel file, it is crucial to save your progress.

Saving Your Workbook



1. Click on the File tab.
2. Select "Save As."
3. Choose a location (local drive or OneDrive) and enter a file name.
4. Click "Save."

Sharing Your Workbook



To share your workbook:

1. Click on the File tab.
2. Select "Share."
3. Choose the sharing method (email, OneDrive, or SharePoint).

Conclusion



Microsoft Excel 2013 is a powerful tool for data management, analysis, and visualization. By understanding its interface and mastering basic functionalities such as data entry, formatting, formulas, and charts, users can significantly improve their efficiency and productivity. Whether for personal use or professional tasks, learning how to use Excel effectively will provide you with valuable skills that are applicable in various scenarios. With practice and exploration of its many features, you can turn Excel into an indispensable part of your daily toolkit.

Frequently Asked Questions


How can I create a simple budget spreadsheet in Excel 2013?

To create a budget spreadsheet, open Excel 2013 and select 'Blank Workbook'. Label your columns (e.g., 'Category', 'Budgeted Amount', 'Actual Amount', 'Difference'). Enter your categories in the first column, then use formulas to calculate totals and differences. For example, use '=B2-C2' to calculate the difference between budgeted and actual amounts.

What is the easiest way to create a chart in Excel 2013?

To create a chart, first enter your data in a table format. Highlight the data you want to chart, go to the 'Insert' tab, and select the type of chart you want (e.g., Column, Line, Pie). Click on the chart icon, and Excel will generate a chart based on your selected data.

How do I use conditional formatting in Excel 2013?

Select the range of cells you want to format, go to the 'Home' tab, and click on 'Conditional Formatting'. Choose a rule type (e.g., Highlight Cell Rules, Top/Bottom Rules) and set your conditions. This feature allows you to visually analyze data by changing cell colors based on specified criteria.

What are Excel 2013 pivot tables and how do I create one?

Pivot tables are tools that allow you to summarize and analyze data quickly. To create one, select your data range, go to the 'Insert' tab, and click 'PivotTable'. Choose where you want the PivotTable to be placed, then drag fields into the Rows, Columns, and Values areas to organize and summarize your data.

How can I protect my Excel 2013 workbook with a password?

To protect your workbook, go to the 'File' tab, select 'Info', and click on 'Protect Workbook'. Choose 'Encrypt with Password' and enter your desired password. This will prompt users for the password when they attempt to open the workbook, ensuring only authorized access.