STEP 2 : Detailed Step-by-Step Guide to Understand Data Entry and Formatting with Examples



1. Open a Workbook

  1. Launch Microsoft Excel.
  2. 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:

ABCD
DateItemQuantityPrice
12/12/2024Laptop5800
12/12/2024Mouse1020
13/12/2024Keyboard750

Steps to Enter Data:

  1. Click cell A1 and type "Date", then press Tab to move to B1.
  2. Continue entering data row by row.
    • For example, enter "Laptop" in cell B2, 5 in C2, and 800 in D2.
  3. 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 TabBorders 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:
    1. Right-click on the D column header.
    2. Select Insert to add a blank column.

C. Calculating Total Cost:

  1. Click E2 (first cell in the new column).
  2. Enter the formula: =C2*D2 (Quantity * Price).
  3. 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:

  1. Select the range C2:C4.
  2. Go to Home Tab → Conditional Formatting → Highlight Cell Rules → Greater Than.
  3. Enter 8, and choose a formatting style (e.g., red fill).

7. Save Your Work

  1. Click File → Save As.
  2. Save the workbook as Sales_Data.xlsx.
  3. Use Ctrl + S frequently while working.

Final Example with Formatting

DateItemQuantityPriceTotal Cost
12-Dec-2024Laptop5$800.00$4,000.00
12-Dec-2024Mouse10$20.00$200.00
13-Dec-2024Keyboard7$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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