STEP 2 : Detailed Step-by-Step Guide to Understand Data Entry and Formatting with Examples
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1. Open a Workbook
- Launch Microsoft Excel.
- Either:
- Create a new workbook: Select Blank Workbook.
- Open an existing file: Go to File > Open, then locate your file.
2. Data Entry Examples
Let’s work with an example of a Sales Data Sheet:
| A | B | C | D |
|---|---|---|---|
| Date | Item | Quantity | Price |
| 12/12/2024 | Laptop | 5 | 800 |
| 12/12/2024 | Mouse | 10 | 20 |
| 13/12/2024 | Keyboard | 7 | 50 |
Steps to Enter Data:
- Click cell A1 and type "Date", then press Tab to move to B1.
- Continue entering data row by row.
- For example, enter "Laptop" in cell B2, 5 in C2, and 800 in D2.
- Use the Enter key to move to the next row when finished with a row.
3. Types of Data
Each column in the sales sheet above demonstrates different types of data:
- Text (Labels): “Date”, “Item” (used for descriptions).
- Numbers: “5”, “800” (used for calculations).
- Dates: “12/12/2024” (used for time-sensitive records).
4. Formatting Examples
Formatting makes your data visually appealing and easier to interpret.
A. Applying Number Formats
- Select the range D2:D4 (Price column).
- Go to the Home tab → Number Group.
- Click the dropdown and choose:
- Currency: Displays values as $800.00.
- Number: Displays values as 800.00 (no currency symbol).
- Percentage: Displays values as percentages (not applicable here).
B. Text Formatting
- Highlight Row 1 (headers: Date, Item, Quantity, Price).
- Use the Font Group on the Home tab:
- Make text Bold.
- Change font size to 14.
- Apply a color (e.g., Blue) for emphasis.
C. Alignment
- Highlight the entire sheet.
- In the Alignment Group:
- Use Center Alignment for numerical data in columns C and D.
- Wrap text for long descriptions.
D. Adding Borders
- Select the range A1:D4.
- Go to the Home Tab → Borders Icon.
- Choose All Borders to create a neat grid layout.
5. Organizing Columns and Rows
A. Auto-Resizing Columns
- Select the entire sheet (Ctrl + A).
- Hover over column headers until the cursor turns into a double arrow.
- Double-click to auto-resize all columns to fit their content.
B. Inserting a New Column
- Suppose you want to add a column for Total Cost:
- Right-click on the D column header.
- Select Insert to add a blank column.
C. Calculating Total Cost:
- Click E2 (first cell in the new column).
- Enter the formula:
=C2*D2(Quantity * Price). - Drag the formula down to apply it to all rows.
6. Conditional Formatting Example
Suppose you want to highlight rows where the Quantity exceeds 8:
- Select the range C2:C4.
- Go to Home Tab → Conditional Formatting → Highlight Cell Rules → Greater Than.
- Enter 8, and choose a formatting style (e.g., red fill).
7. Save Your Work
- Click File → Save As.
- Save the workbook as Sales_Data.xlsx.
- Use Ctrl + S frequently while working.
Final Example with Formatting
| Date | Item | Quantity | Price | Total Cost |
|---|---|---|---|---|
| 12-Dec-2024 | Laptop | 5 | $800.00 | $4,000.00 |
| 12-Dec-2024 | Mouse | 10 | $20.00 | $200.00 |
| 13-Dec-2024 | Keyboard | 7 | $50.00 | $350.00 |
Additional Tips:
- Use Format Painter to copy formatting from one cell to another.
- Freeze Panes to keep headers visible for large datasets: Go to View Tab → Freeze Panes.
- Spell Check: Use F7 to avoid spelling errors.
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