Microsoft Excel Basics: A How-To Guide

Created by Josh Sheffield, Modified on Mon, 25 Nov, 2024 at 8:58 AM by Josh Sheffield


Microsoft Excel is a powerful spreadsheet program used to organize, analyze, and visualize data. This guide will walk you through the basics, complete with screenshots and examples.

1. Launching Excel and Understanding the Interface

  • Open Excel: Find the Excel icon (a green "X") on your computer and click it.
  • Workbook: Excel files are called workbooks. A new workbook opens automatically with blank worksheets.
  • Worksheet: Each workbook contains one or more worksheets, which are grids of cells.
  • Cells: The individual boxes where you enter data. Each cell has a unique address (e.g., A1).
  • Rows: Horizontal sets of cells, labeled with numbers.
  • Columns: Vertical sets of cells, labeled with letters.
  • Ribbon:The top bar with tabs (Home, Insert, etc.) containing commands and tools.

  • Image of Excel interface with labels for workbook, worksheet, cells, rows, columns, and ribbon 
  • Opens in a new window www.javatpoint.com
  • Excel interface with labels for workbook, worksheet, cells, rows, columns, and ribbon

2. Entering Data

  • Select a cell: Click on a cell to make it active.
  • Text: Simply type into the cell and press Enter.
  • Numbers: Enter as you would normally.
  • Dates: Use the format MM/DD/YYYY (e.g., 11/25/2024).
  • Formulas: Start with an equals sign (=) to perform calculations (more on this later).

3. Basic Formatting

  • Select cells: Click and drag to select a range of cells.
  • Font styling: Use the "Font" group on the "Home" tab to change font, size, color, etc.
  • Alignment: Use the "Alignment" group on the "Home" tab to align text left, center, or right.
  • Number formatting: Use the "Number" group on the "Home" tab to choose formats like currency, percentage, or date.
  • Image of Excel Home tab with Font, Alignment, and Number groups highlighted 
    Opens in a new window indiaexcel.com
    Excel Home tab with Font, Alignment, and Number groups highlighted

4. Simple Formulas

  • Basic arithmetic: Use operators like +, -, *, / (e.g., =A1+B1).
  • SUM function: Adds up a range of numbers (e.g., =SUM(A1:A10)).
  • AVERAGE function: Calculates the average of a range (e.g., =AVERAGE(B1:B5)).
  • Image of Excel worksheet with example formulas and results


    Opens in a new window 
    www.educba.com
    Excel worksheet with example formulas and results

5. Useful Tips

  • Autofill: Drag the bottom-right corner of a cell (the fill handle) to copy its contents or continue a pattern.
  • Keyboard shortcuts: Learn shortcuts like Ctrl+C (copy), Ctrl+V (paste), and Ctrl+Z (undo) to save time.
  • Saving: Click "File" > "Save As" to save your workbook.

Example: Simple Budget

Let's say you want to create a simple budget. Create a worksheet with these columns:


In the "Difference" column, use a formula to subtract the

 "Actual Amount" from the "Budgeted Amount" (e.g., =B2-C2).

This is just a glimpse of what Excel can do. With its vast array of features and functions, it's an essential tool for anyone who works with data. Explore and experiment to discover all it has to offer!

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article