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Lesson 2: Entering Excel Formulas and Formatting Data

Lesson 1 familiarized you with the Excel 2007 window, taught you how to move around the window, and how to enter data. A major strength of Excel is that you can perform mathematical calculations and format your data. In this lesson, you learn how to perform basic mathematical calculations and how to format text and numerical data. To start this lesson, open Excel.

Set the Enter Key Direction

In Microsoft Excel, you can specify the direction the cursor moves when you press the Enter key. In the exercises that follow, the cursor must move down one cell when you press Enter. You can use the Direction box in the Excel Options pane to set the cursor to move up, down, left, right, or not at all. Perform the steps that follow to set the cursor to move down when you press the Enter key.

Office Button Menu

  1. Click the Microsoft Office button. A menu appears.
  2. Click Excel Options in the lower-right corner. The Excel Options pane appears.

Excel Options Pane

  1. Click Advanced.
  2. If the check box next to After Pressing Enter Move Selection is not checked, click the box to check it.
  3. If Down does not appear in the Direction box, click the down arrow next to the Direction box and then click Down.
  4. Click OK. Excel sets the Enter direction to down.

Perform Mathematical Calculations

In Microsoft Excel, you can enter numbers and mathematical formulas into cells. Whether you enter a number or a formula, you can reference the cell when you perform mathematical calculations such as addition, subtraction, multiplication, or division. When entering a mathematical formula, precede the formula with an equal sign. Use the following to indicate the type of calculation you wish to perform:

+ Addition

- Subtraction

* Multiplication

/ Division

^ Exponential

In the following exercises, you practice some of the methods you can use to move around a worksheet and you learn how to perform mathematical calculations. Refer to Lesson 1 to learn more about moving around a worksheet.

EXERCISE 1

Addition

Addition Example

  1. Type Add in cell A1.
  2. Press Enter. Excel moves down one cell.
  3. Type 1 in cell A2.
  4. Press Enter. Excel moves down one cell.
  5. Type 1 in cell A3.
  6. Press Enter. Excel moves down one cell.
  7. Type =A2+A3 in cell A4.
  8. Click the check mark on the Formula bar. Excel adds cell A1 to cell A2 and displays the result in cell A4. The formula displays on the Formula bar.

Note: Clicking the check mark on the Formula bar is similar to pressing Enter. Excel records your entry but does not move to the next cell.

Subtraction

Go To Dialog Box

  1. Press F5. The Go To dialog box appears.
  2. Type B1 in the Reference field.
  3. Press Enter. Excel moves to cell B1.

Subtraction Example

  1. Type Subtract.
  2. Press Enter. Excel moves down one cell.
  3. Type 6 in cell B2.
  4. Press Enter. Excel moves down one cell.
  5. Type 3 in cell B3.
  6. Press Enter. Excel moves down one cell.
  7. Type =B2-B3 in cell B4.
  8. Click the check mark on the Formula bar. Excel subtracts cell B3 from cell B2 and the result displays in cell B4. The formula displays on the Formula bar.

Multiplication

  1. Hold down the Ctrl key while you press "g" (Ctrl+g). The Go To dialog box appears.
  2. Type C1 in the Reference field.
  3. Press Enter. Excel moves to cell C1
  4. Type Multiply.
  5. Press Enter. Excel moves down one cell.
  6. Type 2 in cell C2.
  7. Press Enter. Excel moves down one cell.
  8. Type 3 in cell C3.
  9. Press Enter. Excel moves down one cell.
  10. Type =C2*C3 in cell C4.
  11. Click the check mark on the Formula bar. Excel multiplies C1 by cell C2 and displays the result in cell C3. The formula displays on the Formula bar.

Division

  1. Press F5.
  2. Type D1 in the Reference field.
  3. Press Enter. Excel moves to cell D1.
  4. Type Divide.
  5. Press Enter. Excel moves down one cell.
  6. Type 6 in cell D2.
  7. Press Enter. Excel moves down one cell.
  8. Type 3 in cell D3.
  9. Press Enter. Excel moves down one cell.
  10. Type =D2/D3 in cell D4.
  11. Click the check mark on the Formula bar. Excel divides cell D2 by cell D3 and displays the result in cell D4. The formula displays on the Formula bar.

When creating formulas, you can reference cells and include numbers. All of the following formulas are valid:

=A2/B2

=A1+12-B3

=A2*B2+12

=24+53

AutoSum

You can use the AutoSum button AutoSum Button on the Home tab to automatically add a column or row of numbers. When you press the AutoSum button AutoSum Button, Excel selects the numbers it thinks you want to add. If you then click the check mark on the Formula bar or press the Enter key, Excel adds the numbers. If Excel's guess as to which numbers you want to add is wrong, you can select the cells you want.

EXERCISE 2

AutoSum

The following illustrates AutoSum:

AutoSum Example

  1. Go to cell F1.
  2. Type 3.
  3. Press Enter. Excel moves down one cell.
  4. Type 3.
  5. Press Enter. Excel moves down one cell.
  6. Type 3.
  7. Press Enter. Excel moves down one cell to cell F4.
  8. Choose the Home tab.
  9. Click the AutoSum button AutoSum Button in the Editing group. Excel selects cells F1 through F3 and enters a formula in cell F4.

  1. Press Enter. Excel adds cells F1 through F3 and displays the result in cell F4.

Perform Automatic Calculations

By default, Microsoft Excel recalculates the worksheet as you change cell entries. This makes it easy for you to correct mistakes and analyze a variety of scenarios.

EXERCISE 3

Automatic Calculation

Make the changes described below and note how Microsoft Excel automatically recalculates.

Automatic Recalculation Example

  1. Move to cell A2.
  2. Type 2.
  3. Press the right arrow key. Excel changes the result in cell A4. Excel adds cell A2 to cell A3 and the new result appears in cell A4.
  4. Move to cell B2.
  5. Type 8.
  6. Press the right arrow key.  Excel subtracts cell B3 from cell B3 and the new result appears in cell B4.
  7. Move to cell C2.
  8. Type 4.
  9. Press the right arrow key. Excel multiplies cell C2 by cell C3 and the new result appears in cell C4.
  10. Move to cell D2.
  11. Type 12.
  12. Press the Enter key. Excel divides cell D2 by cell D3 and the new result appears in cell D4.