Excel Notes
Excel Notes
Guided Activity:
In Chapter 8, Activity GAct8.1, I want you to highlight all marks above 90. First, I want you to select
the cells you want to highlight. Next, select the home tab, then select Conditional Formatting and
then select Highlight Cells Rules. Select Greater than. Enter 90 in the dialogue box that appears
and Select Ok.
Guided Activity:
In Chapter 8, Activity GAct8.2, I want you to use your prior knowledge and highlight all text that
contains the sport Soccer using the “Text that Contains” option.
You can also create a new rule by selecting the rule type, colour, format style, values or text.
Independent Activity:
In Chapter 8, Activity 8.1 (Report), follow the below instructions:
1. Apply Conditional Formatting to column G so that all cells showing learners that have
reported bullying:
a. Appear in a light grey fill.
b. Have a green border.
2. Apply Conditional Formatting to column D so that all cells showing learners younger than
17 appear in:
a. A red fill and, learners older than 17 appear in
b. A green fill with a blue border.
3. Edit the Conditional Formatting Rules for Column E so that all cells showing learners from
the B group appear in:
a. Purple
AUTO-FILL FACILITY
OPTION DESCRIPTION
Copy Cells Copies the value in a cell into the selection.
Fills in the next numbers, days or dates in a
Fill Series
series.
Only Takes the formatting in a cell and fills it in
Fill Formatting the other cells in the selection, for example,
the text colour or a highlight.
Fills in only the values and not the formatting
Fill Without Formatting
from the first few cells
Looks at the data in the cells next to the one
Flash Fill you selected, detects a pattern and then fills
the cells with that pattern.
Fills in the names or dates of days in the range
Fill Days
you selected.
Fills in only the names or dates of weekdays
Fill Weekdays (not Saturday or Sunday) in the range you
selected.
Fills in the month in a date. For example, if you
Fill Months only want a list of the last days of the month,
you will use this option.
Changes the years in a date to be consecutive
years. For example, you can start the list with
Fill Years the date 01/11/2018, use Fill Years and have
the list be 01/11/2019, 01/11/2020,
01/11/2021, etc.
Independent Activity:
In Chapter 8, Activity 8.2 (Autofill), follow the below instructions:
1. Use Autofill to complete the following columns for each person:
a. Column A: so that we can see how many entries there are to the worksheet.
b. Column E: a unique code is created for every person.
c. Column N: months of the year
d. Column O: days of the week
CELL REFERENCING
In Excel all cell references in are relative references. This means that the reference is based on the
location of the cell. For example, in Figure 8.5, the formula in Cell D2 (=B2*C2) will change to
=B3*C3 if we copy it into Cell D3.
Absolute cell referencing, on the other hand, lets you move a formula around on a worksheet
without changing the cell references. You create an absolute reference by using the dollar sign ($)
in front of the column name, row number or both. To add in the VAT (which is the same 15% for
every item) in the above example, you would use an absolute cell reference which is contained in
cell F1. In this case, you type in 15% in Cell F1 and then use the formula =D2*$F$1 in cell E2 to
work out the total VAT for all the products in row 2.
When coping a formula, insert a $ before the part that must not change. This works both for row
numbers and for column letters, for example:
The $ sign before the row numbers make this
range absolute for the rows, so as you copy
D$2:D$25
the formula down, the range will remain fixed
from D2 to D25.
This is an absolute reference, meaning it will
$F$1 always refer to cell F1 no matter where you
copy the formula.
The $ sign before the column numbers make
this range absolute for the columns, so as you
$D2:$D25
copy the formula down, the range will remain
fixed to column D.
Independent Activity:
In Chapter 8, Activity 8.3 (Club), follow the below instructions:
1. Change the function in:
a. cell H2 so that it can be copied into cells H3:H17 and still give the correct results as
in the current cells.
b. cell F2 so that it can be copied into cells F3:F17 and still give the correct results as in
the current cells.
c. cell L2 so that it can be copied into cells L3:L17 and still give the correct results for all
the years
2) CALCULATIONS
ROUND FUNCTION
EXAMPLE OF
NUMBER RESULT DESCRIPTION
FUNCTION
Rounds a number to
92.6 =ROUND(A1;0) 93 nearest whole
number.
Rounds number to 1
78.8987 =ROUND(A1;1) 78.9
decimal place.
Rounds number to 2
65.345 =ROUND(A1;2) 65.35
decimal places.
Rounds number to 3
68.5275 =ROUND(A1;3) 68.528
decimal places.
LARGE AND SMALL FUNCTIONS
3) ERROR INDICATORS
CIRCULAR REFERENCE
A circular reference error happens when the formula you entered is trying to calculate a value in
the cell you put it in, which means that the formula keeps going in circles.
To fix this problem, Change the incorrect cell reference to the correct one. In this case, change A11
to A10 to get the correct answer.
#NULL
#NULL! errors happen in one of two cases:
1) When you use an incorrect range operator in a formula, for example, using a semi colon (;)
instead of a colon (:) to separate cell ranges.
2) When you use a space between range references to specify an intersection between two
ranges that do not intersect.
The reference operators in Excel are the:
To fix this problem, You need to check that you are using the correct syntax in the formula. This
means that you must make sure that you are using a colon when you are referencing a range of
cells that follow on from each other (for example A2:A36 or A1:R1) or a comma to reference cells
that need to be combined (for example A1:A25,A36 or A1:L1,M1).
Independent Activity:
In Chapter 8, Activity 8.5 (Data Errors), follow the below instructions:
1. Determine why the #NULL! Error is in all the cells and correct it.
2. Correct the circular references errors.
Independent Revision Activity:
In Chapter 8, Activity 8 Revision Activity, follow the below instructions:
Work in the Travellers worksheet. The worksheet shows the statistics of the arrival and departures
of travellers using the King Shaka airport from 2010 to 2014.
1. Format the cells in row 1 as follows:
a. Merge the text in row 1 from cells A1:I1. (1)
b. Change the row height of row 1 to 57. (1)
c. Change the size of the heading in row 1 to 22 pt. (1)
2. Adjust the column width of rows 2 & 3 so that all the subheadings are clearly visible. (1)
3. Column C has the arrival months of the travellers. Use AutoFill to continue the arrival
months. (1)
4. Apply conditional formatting to column D so that all the cells displaying more than
4000 SA arrivals:
a. Appear in a light blue fill. (1)
b. Have a red border. (2)
5. In cell D54 calculate the number of SA residents that arrived at the Airport. (2)
6. In cell L4 determine the second largest number of foreign travellers that have departed
from the airport. (2)
7. In cell L5 determine the least number of SA residents that have departed from the airport.
(2)
8. Use a function in cell L6 to determine how many visitors overnighted in May. (2)
9. Change only the vertical borders between the headings in row 2 to a reddish line. (2)
Work in the Foreign worksheet.
10. Insert a function in cell L3 to display the average number of ALL Malawian visitors to
South Africa. (3)
11. Insert a function in cell L4 to show how many provinces did not receive Mozambican
visitors who came by air. (2)
12. Use conditional formatting to automatically display from which 8 countries the most
travellers to KwaZulu Natal came. Fill the background of these cells with any background
colour of your choice. (3)
13. Use a function in cell B50 to calculate all the foreign tourists who visited Gauteng. (2)
14. Insert a function in cell L5 that will display how many countries had people visiting North
West. (2)
Total: 30 Marks
=IF(D2>10;15;10) D2>10 15 10
=IF(A2>=40;”PASS”;”FAIL”) A2>=40 “PASS” “FAIL”
=IF(D2>10;C2*0.15;C2*0.1) D2>10 C2*0.15 C2*0.1
=IF(C3=”PRINCIPAL”;”GUEST”;””) C3=”PRINCIPAL” “GUEST” “”
=IF(B2<1000; MAX(A2:A10);
BR<1000 MAX(A2:A10) AVERAGE(A2:A10)
AVERAGE(A2:A10))
Independent Activity:
In Chapter 8, Activity 9.1 (Learners), follow the below instructions:
Work in the Members worksheet. An email must be sent to every person who does NOT have a cell
phone number (Column G).
1. Insert a function in cell I3 to determine if an email needs to be sent. If an email must be
sent, “Yes” must be displayed, otherwise “No” needs to be displayed. Copy this function to
cells I4:I101
2. Every member who joined in 1998 (Column C) qualify for a discount in membership fees.
Insert a function in cell J3 to determine which members qualify for a discount. If a member
qualifies, “Qualify” must be displayed, otherwise “Not qualify” needs to be displayed. Copy
this function to cells J4:J101
3. Members who paid on the 25th day or later (Column E) will be fined for late payment. Insert
a function in cell K3 to determine if a member must be fined. If the entry shows the day 25
or later, “Fined” must be displayed, otherwise “No Fine” needs to be displayed. Copy this
function to cells K4:K101
SUMIF FUNCTION
The SUMIF function lets you sum in one range based on a specific criterion you look for in another
range. This means that you can use the values in a range to modify the values in another range.
Guided Activity:
In Chapter 9, Activity GAct9.3, I want you to Calculate the total sales of Vodacom airtime only. In
cell D2, enter the formula =SUMIF(B2:B10,”Vodacom”,C2:C10). Press Enter to see the result.
Using our data from the previous example, we want to calculate all CellC data sales. Step 1: Select
cell D3. Step 2: Select the Function Builder icon next to the Formulas bar. Step 3: Type a brief
description of what you want to do, select a category or select a function to find the function you
want to use. Step 4: Select the function you want to use (SUMIF) and then select OK. Step 5: Begin
filling in the function arguments and then select OK. To select the range, you can return to the
sheet by selecting on the arrow next to the Input bar. Select the range and press enter to return to
the Function Builder.
Independent Activity:
In Chapter 9, Activity Act9.2 (Sales), I want you to follow the instructions below:
1. Insert a function in cell I3 to determine the total value (Column H) of all the products sold
by the 7Digital Store (in column A). Remember to format the answer as Currency.
2. Insert a function in cell I6 to determine the total value (Column H) of all the MP3s (in
column A) sold. Remember to format the answer as Currency.
3. Insert a function in cell I9 to determine the total value (Column H) of all the products sold
by the artist Green Day (in column D). Remember to format the answer as Currency.
4. Insert a function in cell I12 to determine the total value (Column H) of all the products sold
by the Label EMI UK (in column E). Remember to format the answer as Currency.
5. Insert a function in cell I15 to determine the total value (Column H) of all the DVDs sold (in
column B). Remember to format the answer as Currency.
COUNTIF
The COUNTIF function counts the number of cells that meet a criterion; for example, to count the
number of times a particular city appears in a customer list. In its simplest form, COUNTIF says:
=COUNTIF(Where do you want to look?, What do you want to look for?).
For example: =COUNTIF(A2:A5,”London”)
Independent Activity:
In Chapter 9, Activity Act9.3 (Sales), I want you to follow the instructions below:
1. Insert a function in cell E3 to determine how many sales were made by Williams (in column
A).
2. Insert a function in cell E6 to determine how many sales were made by Jones (in column A).
3. Insert a function in cell E9 to determine how many sales were made in Qtr. 2 (in column D)
RELATIONAL OPERATORS
OPERATOR OPERATOR
Greater than. Used to determine if one value is
>
larger than another.
Less than. Used to determine if one value is
<
lower than another.
Less than or equal to. Used to determine if one
<=
value is less than or the same as another value.
Greater than or equal to. Used to determine if
>=
one value is more than or the same as
Not equal to. Used to show that two values are
<>
not equal.
Guided Activity:
In Chapter 9, Activity GAct9.5, I want you to follow the instructions below:
Mr Tshabalala wants to see if his students may play on the soccer team. They may only play if they
have less than 20 demerit points.
1. Step 1: Mr Tshabalala enters the formula =IF(C2>20,”No”,”Yes”) in cell D2. This says that if
the student has more than 20 demerit points, they may not play on the soccer team.
2. Step 2: He presses Enter to view the result.
3. Step 3: He then copies the formula down to check the rest of the data.
Guided Activity:
In Chapter 9, Activity GAct9.6, I want you to follow the instructions below:
A school administrator wants to check how many Grade 10 learners can be classified as teenagers
(younger than 16) or young adults (16 years old and older). He takes the class list of all Grade 10
learners in his school and does the following:
1. Step 1: In cell C2, he enters the formula =IF(B2>=16,”Young adult”, “Teenager”). This states
that if the learner is older than or is 16, they are classified as a young adult.
2. Step 2: She presses Enter to see the result.
3. Step 3: She copies the formula down to check the rest of the data
Independent Activity:
In Chapter 9, Activity Act9.4 (Dublin), I want you to follow the instructions below:
1. The organisers of St Patrick’s Day want to know with which currencies they will be dealing
with, whether visitors will contribute pound sterling, dollars or Yen.
a. Insert a function in cell G3 to determine which visitors in Column F are from the UK.
If they are from the UK the word “Pounds” must be displayed, otherwise “No
Pounds” must be displayed. Copy this function to the cells in Column G for all
visitors.
b. Insert a function in cell H6 to determine which visitors in Column F are from the USA.
If they are from the USA the word “Dollars” must be displayed, otherwise “No
Dollars” must be displayed. Copy this function to the cells in Column H for all
visitors.
c. Insert a function in cell I4 to determine which visitors in Column F are from the
Japan. If they are from the Japan the word “Yen” must be displayed, otherwise “No
Yen” must be displayed. Copy this function to the cells in Column G for all visitors.
Work in the Summary worksheet
d. Insert a function in cell C2 to display “True” if the total number of visitors per city
(Column B) is 4 visitors or more. Otherwise, the function must display “False”. Copy
the function to indicate for all cities’ visitors up to cell B21.
e. Insert a function in cell D2 to display “True” if the total number of visitors per city
(Column B) is less than 8. Otherwise, the function must display “False”. Copy the
function to indicate for all cities’ visitors up to cell B21
EXTRA CALCULATIONS
OPERATOR FUNCTION EXAMPLE
Returns a random real number
RAND between o and 1 (decimals) e.g. =RAND()
0.24366
Returns a random whole number
RANDBETWEEN
between the two whole numbers =RANDBETWEEN(1,100)
(BOTTOM, TOP)
you specify.
5. CHARTS
CREATING CHARTS
Charts can only be created when the data is in the sheet and is sorted in a logical way. In Excel,
charts are under the Insert tab in the Illustrations group.
Guided Activity:
In Chapter 9, Activity GAct9.7, I want you to follow the instructions below:
1. Step 1: Select data for the chart.
2. Step 2: Select Format [chart element]. In this case, it’s the axis.
3. Step 3: The Format pane opens on the right of the screen with options for the element.
In the Format pane:
You can format the chart element using the following tools:
• Fill & Line lets you change the fill colour and border type for each element.
• Effects lets you add image effects (like shadows or a glow) to the element.
• Size & Properties lets you change the width, height and scale of the element as well as assign it
certain properties.
On the Design tab, you can:
• Navigate to the bottom right hand side of the workbook. Select the Page Layout view
command. The worksheet will then be shown in the Page Layout view.
• Select the header or footer that you want to format. In this example we will modify the header
at the top of the page.
• The Header & Footer tools tab will appear in the Excel ribbon. From here, you can add page
numbers, dates, workbook names and so on.
IMPORT/EXPORT DATA
IMPORTING DATA FROM ACCESS:
When you are importing data from Access, you may need to take information from more than one
table. Excel allows you to select the tables in an Access database when you are importing the data.
To see how to import data from Access to Excel, read through the following.
1. Step 1: Open a blank workbook.
2. Step 2: Select the Data tab.
4. Step 4: Select the Access file you would like to import data from and select Open. Access
files end in *.accdb.
5. Step 5: Use the Select Table dialogue box to choose which tables you want to import.
6. Step 6: Choose how you want to view the data in the Import Data window. In this example,
we selected Table.
7. Step 7: Select OK and wait for the data to be loaded. This may take a few seconds,
depending on the size of the database.
8. Step 8: As you can see, the data has been imported as tables on separate worksheets.
5. Step 5: Use the Text Import Wizard to select the format that best describes the data. In this
case, we selected Comma Delimited and made sure that My data has headers has been
ticked. Select Next.
6. Step 6: Select the delimiters of the data. Here it is Comma. Select Next
7. Step 7: Select the format for the data. You can select each column and choose the Data
Format for that column.
8. Once you are done, select Finish. Step 8: The Import Data dialogue box will open. Select
how you want to view the data. In this case, Table was automatically selected. You can also
choose where you want the data to start in the worksheet. We chose cell A1.
EXPORTING TO CSV:
To export the data in an Excel spreadsheet to CSV, you simply need to use the Save As function.
You can select the file name and edit as well as the type of document you want to save it as.
Independent Activity:
In Chapter 10, Activity Act10.1 (Species) and work in the Imp worksheet, I want you to follow the
instructions below:
1. Import the data from Import(Text document) into the worksheet Imp.
2. Save and close the spreadsheet.
MANIPULATING WORKSHEETS
MOVING AND COPYING DATA:
Step 1: Select the cells you want to move.
Step 2: Move the mouse cursor to the border of the selection and wait for it to become the
move pointer.
PASTE SPECIAL:
Step 1: Select the data you want to copy. As you can see, there are functions in these cells.
2: Copy the data using the Copy command in the Home ribbon or by
pressing Ctrl+C.
Step 3: Right-click in the cell you want to move the data to. An Options dialogue box will open.
Step 4: Select the Paste Values icon.
Step 5: The data will be pasted as values only. As you can see, when the data is
selected, the functions have been removed.
PRINT OPTIONS:
PRINT OPTION DESCRIPTION
Print Active Sheets Print only the sheet(s) that
you have selected to print.
Print Entire Workbook Prints all the sheets
containing data in a
workbook.
Print Selection Prints only the cells, rows or
columns you have selected.
You can also manipulate the layout of a worksheet to make the data easier to read when printed
and to save paper. For example, if you have a lot of data on a single
worksheet, you can choose how the data will be printed to use fewer
pages by:
Independent Activity:
In Chapter 10, Activity Act10.2 (Rivers) and work in the River worksheet, I want you to follow the
instructions below:
1. Protect columns A-C to stop users from entering text.
2. Use 1234 as a password.
3. Change the page layout to ensure that all the data will fit on one page without adjusting
the font size and column widths.
4. Save and close the workbook
LINKING CELLS AND FORMULAS BETWEEN SHEETS:
Step 1: Select the cell you want to add the
function to.
Step 2: Start by typing “=” and then the
function’s name in the formula bar, in this case
we’re using AVERAGE.
Step 3: Select the tab of the worksheet you
want to reference.
Step 4: Select the range of cells or the single
cell you want to reference. Note that the sheet
name is followed by an exclamation mark (!).
Step 5: Close the bracket and press Enter. Go
back to the first sheet to see the result.
Independent Activity:
In Chapter 10, Activity Act10.3 (Sales Data), I want you to follow the instructions below:
A local Pokémon GO! community group has been hosting their special events at a nearby zoo.
They sell tickets for R45. They have captured data for each of the events they sold online tickets
for. They want to see how many tickets they have sold on average since the first event, how much
money they made at each event and which event had the highest number of ticket sales.
1. In column C of each sheet (Chikorita Day, Beldum Day and Cyndaquil Day) calculate how
much each person paid for their tickets for each event.
2. Calculate the total number of tickets sold and the total sales for each event. This will be
done in:
a. Cells B59 and C59 respectively for Chikorita Day
b. Cells B74 and C74 respectively for Beldum Day
c. Cells B39 and C39 respectively for Cyndaquil Day
3. 3. On the sheet called Ticket totals, calculate for each event
a. the number of tickets sold (B2:B4)
b. the average number of tickets sold (C2:C4)
c. The average sales (D2:D4); by linking the calculations for each event to their
respective cells on the sheet Ticket totals.
Revision Activity:
In Chapter 10, Activity Act Chapter 10 Revision Activity, I want you to follow the instructions below:
The details of the blood donors at the school are stored in this spreadsheet. Work in the
DonorsInfo worksheet.
1. Format the headings in A1:G1 with a red fill and the font colour to be white. (2)
2. Change the format of the heading in cell I2 to resemble the image below: (2)
• NOTE:
• The graph must be a column chart.
• Display a centred overlay chart title: “We support Blood Donation”.
• Format the column for female to a stack filled with a picture [Link].
• The vertical axis must have a rotated title that reads “Number of Adults”.
• Legend must be displayed on the left side.
• Data labels must be displayed inside base. (8)
9. Move the chart/graph to a new worksheet within the existing spreadsheet. Rename the
new sheet “Chart”. (2)
10. Work in the Import worksheet. Import the data from the [Link] file into the Import
worksheet. (3)
Total: 30