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HomeSoftware TutorialComputer SoftwareGetting Started with Excel Table Making for Beginners_Free Tutorial on Excel Table Making

Confused about creating Excel tables? don’t worry! PHP editor Xiaoxin brings you an introductory tutorial to teach you how to get started easily. This tutorial covers a variety of table creation methods, from basic to advanced, and will be explained to you one by one. Whether you are an Excel novice or an advanced expert, I believe you will be able to find the knowledge you need and improve your spreadsheet-making skills. Come find out and take your Excel experience to the next level!

Preface: In this example of excel table creation, a simple monthly sales forecast table with charts will be created.

1. Start creating a worksheet

Start Excel and make sure an empty workbook is displayed in the software. To create a new blank workbook, press Ctrl+N (this is the shortcut key for File | New | Blank Workbook).

The sales forecast table will contain two columns of information: Column A contains the month name, and column B stores the expected sales numbers. First, enter a descriptive title into the worksheet. The following explains how to get started:

(1) Use the navigation (arrow) keys to move the cell pointer to cell A1 (the upper-left corner cell of the worksheet). The cell's address appears in the Name box.

(2) Type the month in cell A1 and press Enter. Depending on the setting, Excel moves the cell pointer to other cells or keeps the cell pointer in cell A1.

(3) Move the cell pointer to B1, type the project sales volume, and press Enter. The text will exceed the cell width, but don't worry about it just yet.

Getting Started with Excel Table Making for Beginners_Free Tutorial on Excel Table Making

2. Fill in the month name

In this step of making the excel table, enter the month name in column A.

(1) Move the cell pointer to A2 and type Jan (the abbreviation of January’s name). At this point, you can either manually enter the abbreviations of other month names, or you can use the autofill function to let Excel complete the related work.

(2) Make sure cell A2 is selected. Note that the border of the active cell will appear as a thick line. In the lower right corner of the border, a small square appears called a fill handle. Move your mouse pointer over the fill handle, click and drag down until cells A2 through A13 are highlighted.

(3) Release the mouse button and Excel will automatically fill in the month name.

Getting Started with Excel Table Making for Beginners_Free Tutorial on Excel Table Making

3. Enter sales data

In the next excel table creation process, provide sales forecast numbers in column B. Assume that the January sales forecast is $50,000 and that sales will increase by 3.5% each month thereafter.

(1) Move the cell pointer to B2, and then type in the expected sales in January, which is 50,000. You could type a dollar sign and comma to make the number clearer, but this example will format the number later.

(2) To enter the formula to calculate the expected sales in February, you need to move to cell B3 and type the following: =B2*103.5%. When the Enter key is pressed, the cell displays 51750. This formula returns the contents of cell B2, multiplied by 103.5%. In other words, February sales are expected to be 103.5% of January sales, a 3.5% increase.

(3) Use a similar formula for projected sales in subsequent months. However, instead of re-entering the formula for each cell in column B, take advantage of the AutoFill feature. Make sure that cell B3 is selected, then click that cell's fill handle, drag down to cell B13, and release the mouse button.

At this point, the worksheet should look something like the image below. Remember, with the exception of cell B2, the rest of the values ​​in column B are calculated using formulas. For demonstration purposes, try changing the projected sales for the month (in cell B2) and you will notice that Excel recalculates the formula and returns a different value. However, these formulas all rely on the initial value in cell B2.

Getting Started with Excel Table Making for Beginners_Free Tutorial on Excel Table Making

4. Set the format of numbers

Currently, the numbers in the worksheet made by excel are difficult to read because there is no Format them. In the next steps, number formatting will be applied to make the numbers easier to read and consistent in appearance:

(1) Click cell B2 and drag and drop to cell B13 to select the number . Here, don't drag the fill handle because you're selecting cells, not filling an area.

(2) Access the ribbon and select Start. In the Number group, click the Number Format drop-down control (which initially displays General ) and select a currency from the list. The currency symbol will now appear in the cells of column B starting with the number - and will display two decimal places. This looks much better! However, decimal places are not necessary for this type of prediction.

(3) Stellen Sie sicher, dass der Bereich B2:B13 ausgewählt ist, wählen Sie Start | Zahlen und klicken Sie auf die Schaltfläche „Dezimalstellen reduzieren“. Eine der Dezimalstellen verschwindet. Klicken Sie erneut auf die Schaltfläche und der Wert wird ohne Nachkommastellen angezeigt.

Der Endeffekt ist wie folgt:

Getting Started with Excel Table Making for Beginners_Free Tutorial on Excel Table Making

5 Machen Sie das Arbeitsblatt attraktiver

At Zu diesem Zeitpunkt haben Sie bereits ein Arbeitsblatt mit entsprechenden Funktionen, können das Erscheinungsbild aber auch verschönern. Es ist äußerst praktisch, diesen Bereich in eine formale (attraktive) Excel-Tabelle umzuwandeln:

(1) Aktivieren Sie eine beliebige Zelle im Bereich A1:B13.

(2) Wählen Sie Tabelle |. Excel zeigt das Dialogfeld „Tabelle erstellen“ an, um sicherzustellen, dass der Bereich korrekt ermittelt wurde.

(3) Klicken Sie auf OK, um das Dialogfeld „Tabelle erstellen“ zu schließen. Excel wendet sein Standardtabellenformat an und zeigt die Kontextregisterkarte „Tabellentools |“ an.

An diesem Punkt sieht Ihr Arbeitsblatt wie im Bild unten aus:

Getting Started with Excel Table Making for Beginners_Free Tutorial on Excel Table Making

Wenn Ihnen dieser Tabellenstil nicht gefällt, können Sie auch Ihren eigenen wählen über die Designleiste Der Excel-Tabellenstil

6. Summieren Sie die Werte

Das von der Excel-Tabelle erstellte Arbeitsblatt zeigt die erwarteten monatlichen Umsätze, jedoch die erwarteten insgesamt für das ganze Jahr Wie hoch sind die Umsätze?

Da es sich bei diesem Bereich um eine Tabelle handelt, ist es einfach, den Gesamtumsatz für das ganze Jahr zu ermitteln.

(1) Aktivieren Sie eine beliebige Zelle in der Tabelle.

(2) Wählen Sie Tabellen-Design-Optionen |. Excel fügt am Ende der Tabelle automatisch eine Zeile hinzu, die eine Formel enthält, die die Zellen in der Spalte „Geschätzte Verkäufe“ summiert.

(3) Wenn Sie eine andere Zusammenfassungsformel (z. B. Durchschnitt) verwenden möchten, klicken Sie auf Zelle B14 und wählen Sie eine andere Zusammenfassungsformel aus der Dropdown-Liste aus.

Getting Started with Excel Table Making for Beginners_Free Tutorial on Excel Table Making

7. Erstellen Sie ein Diagramm

Der letzte Schritt besteht darin, ein Diagramm zu erstellen, das die geschätzten monatlichen Verkäufe im anzeigen kann Prozess zum Erstellen einer Excel-Tabelle. Was ist das Diagramm?

(1) Aktivieren Sie eine beliebige Zelle in der Tabelle.

(2) Wählen Sie „Diagramm |“ aus. Excel zeigt dann einige empfohlene Diagrammtypoptionen an.

(3) Klicken Sie im Dialogfeld „Diagramm einfügen“ auf das zweite empfohlene Diagramm (Säulendiagramm) und dann auf „OK“. Excel fügt das Diagramm in der Mitte des Fensters ein. Um das Diagramm an eine andere Position zu verschieben, klicken Sie auf den Diagrammrand und ziehen Sie ihn.

(4) Klicken Sie auf das Diagramm und wählen Sie einen Stil aus, indem Sie die Option Diagrammstil | verwenden. Das Bild unten zeigt ein Arbeitsblatt, das ein Säulendiagramm enthält. Je nachdem, welchen Diagrammstil Sie wählen, sieht Ihr Diagramm möglicherweise anders aus.

Getting Started with Excel Table Making for Beginners_Free Tutorial on Excel Table Making

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