Basic Microsoft Excel Module PDF

Basic Microsoft Excel Module Created by People Development for internal use Key Aspects Examples Explanation...

Basic Microsoft Excel Module Created by People Development for internal use Key Aspects Examples Explanation The central theme or focus of the training content Topic Basic Microsoft Excel for 24Slides (the needs of the learner and the goals of org.) – As a learning tool to improve learners' knowledge of Microsoft Excel. Purposes – As a development tool to train how to designing the basic on Microsoft Excel. Goals that need to established of the module, – As a measurement tool to assess learners’ basic knowledge of Microsoft Excel. Scope Microsoft Excel, Microsoft PowerPoint, 24Slides’ Scope & Limitation for Microsoft Excel The boundaries of the module topic Region(s) o Global – Indonesia, Peru (Delivery Team) The region(s) this module will be published Target Audience/ learner o Designer level 1.1 and above It can be department, role, etc. – Focusing on visuals needs – Adjust cell formatting – Insert Icon(s) and Picture(s) Clear, measurable statements that outline what Learning objectives – Dos and Donts when working on Microsoft Excel learners should know, understand, or be able to do. – The limitation(s) of Microsoft Excel – Provide delivery files – Additional knowledge(s): Set Header and Footer, Integration chart with Microsoft Powerpoint Implementation/ – Able to work on Microsoft Excel project(s) Clear and responsible output that learners must do output for learner – Understanding 24slides scope & limitation of Microsoft Excel after completing the module Assessment/Eval – Quiz Methods to be used for assessing the objectives Table of contents 1. Intro 7. Dos and Donts 2. Scope & Limitations 8. Provide delivery files: Excel, PDF, JPEG 3. Focusing on visuals Themes and Styles 9. Additional knowledge(s) Make the whole document consistent Header and Footer Keep the layout composition & element Copy Special integration chart into Microsoft Powerpoint. 4. Cell formatting 5. Page Adjustment 10. Quiz 11. Conclusion 6. Create and insert object Create a simple shapes Insert Icons Insert Pictures Intro One of the Additional Design Services (ADS) listed in the 24slides’ project proposal is Microsoft Excel. Excel is a table-based software commonly used by companies to calculate budgets, balance Contoh project excel Contoh pro sheets, and other financial data. Some companies, however, had projects that required Excel-based designs, such as:...;...;. Our focus is simply on visualization, not on creating formulas, analyzing data, or other such tasks. 24Slides’ Scope & Limitation for Microsoft Excel WHAT WE DO WE DON'T DO 1. Focusing on visuals: Updating the look & feel of the table, chart, or 1. Creating formula any element that already exists on the customer file 2. Data conditioning 2. Cell formatting: Adjusting font style, sizes, colors, alignment, merging cells and borders 3. Re-concept format/content 3. Keep the layout composition & element 4. Page set-up and creating the master page 4. Themes: Updating the color scheme, font, chart and table style 5. Page adjustment to a custom page size on Excel 5. Page adjustment to a default page size on Excel 6. Adding the custom color to the master page 6. Styles: Adjusting the look & feel following brand guideline or 7. Creating technical interactive elements (hyperlinks or buttons) reference 8. Not all types of charts can be created by designers; if we find an unusual 7. Creating simple default shapes chart for designers, we might need to discuss it due to limitation of knowledge about Charts as designer* *Please refer to the list of charts 8. Inserting Icon that are doable and not doable (check on Wiki page - Excel section) 9. Inserting Image 9. Creating complex layouts or intricate designs: While Excel provides basic graphic design capabilities, it is not as robust as dedicated design 10. Making the whole document look consistent (color scheme, font, software like PowerPoint, Adobe InDesign or Illustrator alignment) scope & limitation 10. Preparation print setup 11. Keeping the hyperlink from original file 11. Inserting video 12. Providing delivery files: Excel, JPG and PDF 12. Integration that needs to be added in PPT: Validation data 13. Copying special/integration chart into PPT This is what you see first when you open a Blank Excel document. Focusing on visual The project mostly needs our help to enhance the visuals of it, so the important thing that we should keep in mind is: The Goal is Themes Allows you to change the entire theme for Excel, which can be customized to Keep the layout & Styles match your customer's company colors. composition & other elements  Focusing on visual Themes We can change the colors from the 1 default Office theme to any other theme colors you like. 2a 2b 1 Go to Page Layout Tab 2 Change the colors and also change the fonts too. Voila! Your document colors and fonts are changed to your new colors. You can also use the Customer CVI's colors if you already have the color palette saved in your any Office programs.  Focusing on visual Styles Default color Color based on CVI Once themes are set up, you can work and match it to the customer’s company color. this color icon indicates that the whole document theme has been changed.  Focusing on visual Themes & Styles following the CVI Make style consistent based on CVI Example of keeping the style consistent based on CVI  Focusing on visual Themes & Styles following the CVI Keep the layout composition & other elements Example of keeping the layout composition from original file Cell formatting The Home tab is the In addition to Themes and Styles for These including second tab in the Excel tabs bar. maintaining visual consistency, there is also font style, font color, cell formatting that refers to various styles and alignment, merged The Home ribbon items include options for formats that can be applied to columns in Excel cells, borders, and formatting font, color, to improve readability and visual appeal. number formats conditional formatting, filter, number type, and more. These features can be use both the visual appeal and effectiveness of calculations.  Cell Format Remember that we are focusing on the visuals, so it is really important to know each tool’s function. 1 2 3 4 Font groups: Alignment groups: Number groups: Styles groups: The Font group provides The alignment group allows the user to In addition to determining the way that The Styles Group allows unlimited customization of text. control how text is displayed in cells. information is displayed in a cell, the user can the user to use some It allows you to change the font also determine the format a number is predetermined styles or style of the text, the size of The Merge and Center allows the user displayed inside a cell. The default display is consisting of fonts and the text, provide text emphasis, to allow information that is in one cell, to “General” but selecting the drop-down box colors to determine the and even change the colors. span multiple highlighted columns or allows for many more options for the user to appearance of the cell. rows and be treated as one cell. select depending on the cell conditions. Source: Libretext Workforce  Cell Format a b Font c d e f Group a Font style and size: Font style and size: c e Fill color: The Font Selection Box and The lower row of the Font The painted icon allows the user Text Size boxes allow group contains Bold, Italics, to color a cell. customizations of hundreds and Underline. of font designs and text sizes b Increase and Cell border: d f Font color: Decrease Font Size: This command allows the user to This command allows the user to allows you to gradually control border lines around change the color of any selected increase the text size, highlighted cells. Users can text with an almost infinite while decrease the select top, left, right, bottom, or number of color options. text size. all borders to their selected cells. Source: Libretext Workforce  Cell Format a b Alignment c Group a Text alignment: b Text control: c Merge & Center: The first command in the upper left-hand The other command has Merge and Center allows the user to allow information that is in one cell, to corner that has horizontal lines/controls the more control of text length or span multiple highlighted columns or rows and be treated as one cell. When vertical alignment of text or numbers in a cell. numbers in a cell. two cells are merged together, the usual column or cell divider is removed, and the contents are displayed in both Vertical: Wrap text: Top Alignment, which connects the text to the The Wrap Text feature Merge across: top of the cell. Middle Alignment, which centers allows Excel to Allows the user to take information that exists in multiple cells, and convert them the text vertically between the top and bottom automatically adjust the into one cell that spans multiple columns. of the cell. Bottom Alignment, which places the vertical height of the cell to text near the bottom of the cell. include all of the text in the Merge cells: cell by allowing the text to Creates highlighted cells into one cell spanning multiple columns, and unmerge Horizontal: be placed on multiple lines. cells perform the opposite, it takes a merged cell that spans multiple columns and The settings align the selected text to the left- removes the cells that are merged into separate columns of cells. aligned of the cell, centered, and right-aligned Shrink text to fit:* of the cell. To ensure the whole text Unmerge cells: follows cell size. Bring back columns setting to default. Source: Libretext Workforce *Can be found on additional settings  Cell Format a Number b c Group a General: In addition to determining the way that information is displayed in a cell, the user can also determine the format a number is displayed inside a cell. The default display is “General” but selecting the drop-down box allows for many more options for the user to select depending on the cell conditions. General: Currency: Short Date: Time: Any text or number Similar to Number format, this displays Displays a set of numbers as the date, Displays a set of numbers as the will display in the cell numbers in the cell and the number of decimal beginning from the year 1900. For time, beginning from the year 1900. as written. places and the chosen currency symbol example, the number “1” is 1/1/1900 For example, the number “1.1” is (depending on the currency) for the user. 2:24:00 AM. Number: Long Date: This allows the user to only Accounting: Displays a set of numbers as the date, Percentage: display numbers in this field Similar to Currency, Accounting lines up the beginning from the year 1900. For Displays decimals as a percentage. and specifies the number of decimal points in a column so the amounts example, the number “1” is Sunday, For example, 0.2 = 20% decimal places. are displayed with the same alignment January 1, 1900 Source: Libretext Workforce  Cell Format a Number b c Group a General: In addition to determining the way that information is displayed in a cell, the user can also determine the format a number is displayed inside a cell. The default display is “General” but selecting the drop-down box allows for many more options for the user to select depending on the cell conditions. Fraction: Text: b Quick shortcuts: c Increase and Displays decimals as Displays the cell information exactly as a fraction. For example, entered even if a number is displayed. decrease decimal: Some quick shortcut icons that 0.2 = 1/5. allow the user to quickly format a These options allow the user cell with the Accounting ($), to specify how much numerical Scientific: Percentage %, or to add a detail to place in a cell. Displays a number as comma “,” to numbers that have a scientific calculation, for the thousandths place. example,.2 = 2.00E^-1 Source: Libretext Workforce  Page adjustment Page adjustment Excel is an unlimited table-based 1 Go to Page Layout Tab a Margins: software, that has so many columns. Sets the top, bottom, right, and left margin space for the printed document However, you can create a specific 2 On Page Setup Groups, there are some page adjustment function b Orientation: size or page that suits your needs. Sets the orientation of the printed document to either portrait or landscape We will focused on Page Setup c Size: Groups as it is the most important Sets the paper size for the printed thing for the page adjustment. document d Print Area: 1 Used for printing only a specific area or 2 range of cells on a worksheet e Breaks: Allows you to manually set the page breaks on a worksheet a b c d e f f Background: Adds a picture behind the cell locations in a worksheet  Page adjustment Margins Normal: This is the Narrow: A larger work area with default margin setting. narrower margins. Wide: A smaller work Custom margin: You can adjust area with wider margins. the margins to your preference. Click to watch the video. a Some functions that need to be checked first before designing on Excel are Margins, Orientation, Size.  Page adjustment Orientation Portrait: Landscape: It can be called as a vertical In Landscape orientation, orientation. In Portrait orientation, the paper is wider than it is tall. the paper is taller than it is wide. Click to watch the video. b Some functions that need to be checked first before designing on Excel are Margins, Orientation, Size.  Page adjustment Size Letter: 21.59 x 27.94 cm* Executive: 18.41 x 26.67 cm More Paper Tabloid: 27.94 x 43.18 cm A3: 29.7 x 42 cm sizes Legal: 21.59 x 35.56 cm* A4: 21 x x 29.7 cm* Click to watch the video. c Link how to change ‘inch’ to ‘cm’ vice versa Link how to change ‘inch’ to ‘cm’ vice versa Some functions that need to be checked first before designing on Excel are Margins, Orientation, Size. Source: Libretext Workforce *It is the most common use of our clients document  Create and Insert Objects The Insert tab is used to Similar with the other application from 1 Go to Insert Tab add new content and elements into your Excel Microsoft 365 family, you can add Workbook. objects, such as creating shapes, 2 On Illustrations, there are You're able to insert inserting pictures, and inserting icons. some functions to add objects. different types of objects, such as tables, charts, pictures, shapes, and other elements, into your worksheet. It also allows you to insert various types of data, such as hyperlinks, comments, 1 headers, and footers. 2 Source: Encyclopedia Excel  Create and Insert Objects d Illustration a b c e f Group a Pictures: c Icons: e SmartArt: This feature enables you to import images Excel provides a library of predefined icons SmartArt allows you to create professional from your local storage or the web, which that can be used to communicate diagrams with special effects such as can be helpful in adding context or visual information visually, enhancing the gradients, shadows, and more to make interest to your spreadsheets. comprehension of the data. complex data more understandable. b Shapes: d 3D Models: f Screenshots: Shapes such as circles, squares, arrows, Excel allows you to insert 3D models from This tool lets you capture and insert a and more can be used to highlight files or online sources, providing a modern screenshot of any open window into your information, create diagrams, or enhance and impactful way to visualize certain workbook, a convenient way to include the design of your spreadsheet. types of data. relevant visuals from other sources. Source: Encyclopedia Excel  Create and Insert Objects Insert Pictures Place in cell Place over cells a Let's focus on the Illustration group, which has functions for adding some objects. Click to watch the video. Click to watch the video.  Create and Insert Objects Create Shapes b Let's focus on the Illustration group, which has functions for adding some objects. Click to watch the video.  Create and Insert Objects Insert Icons c Let's focus on the Illustration group, which has functions for adding some objects. Click to watch the video.  Create and Insert Objects Insert Icons (Alternative) Alternatively, we also can add or insert icons right from Powerpoint to Excel. 1 Simply copy (Ctrl + C) the icon from Powerpoint 1 2 Then paste with ‘Keep source formatting’ (Ctrl + V) it to Excel Voila! You can use any icons from other resources 2 Ensure that the icon's color is already fixed, so we don't have to change it in Excel.  Dos Donts Keep the hyperlink(s) from the original file Dos and Donts Some tips when designing Excel, that you should do this and avoid that. Provide 1 delivery files 2a When it comes to providing delivery files, make sure to include all 3 files, Excel, PDF, and JPEG. 2 1 Go to File Tab 2 Choose Save as, and for the options, choose Excel project (.xlsx) and PDF document (.pdf) 2b Provide 1 delivery files Unfortunately, Excel can not save 2 as directly to pictures. So we can do it manually by ! 1 Open the PDF’s file in Adobe PDF 3 Acrobat, go to Convert tab 2 Choose Image format (JPEG), don’t forget to check the tickbox ‘Export all images’ ! 3 Click Convert to JPEG  Link Header & Footer in Microsoft Excel Link Link Copy special chart integration to Powerpoint Link Additional Lorem Ipsum Link knowledge(s) Lorem Ipsum Link Some additional knowledge(s) link for you in case you need it. Lorem Ipsum Link Lorem Ipsum Link Let’s recap your knowledge Link Conclusion This module has provided you with the basics of Microsoft Excel. By mastering the basics, you have unlocked the Remember to carefully review the Scope potential to design in Excel. & Limitations before starting any work on the Microsoft Excel Project. As you continue to explore Excel's Scope Limitations Scope & Limitations capabilities, you will discover new ways to enhance your productivity and problem-solving skills.  Developed by: design department This module will remain open for feedback and further adjustments based on any input and material updates List the names of contributors for continuous improvement. to this module for appreciation. Link