How do you do excel basic

How To Use Excel: A Beginner’s Guide To Getting Started

How To Use Excel:
A Beginner’s Guide To Getting Started

Written by co-founder Kasper Langmann, Microsoft Office Specialist.

Excel is a powerful application—but it can also be very intimidating.

That’s why we’ve put together this beginner’s guide to getting started with Excel.

It will take you from the very beginning (opening a spreadsheet), through entering and working with data, and finish with saving and sharing.

It’s everything you need to know to get started with Excel.

If you want to tag along as you read, please download the free sample Excel workbook here.

Opening an Excel spreadsheet

When you first open Excel (by double-clicking the icon or selecting it from the Start menu), the application will ask what you want to do.

If you want to open a new Excel spreadsheet, click Blank workbook.

To open an existing spreadsheet (like the example workbook you just downloaded), click Open Other Workbooks in the lower-left corner, then click Browse on the left side of the resulting window.

Then use the file explorer to find the Excel workbook you’re looking for, select it, and click Open.

Workbooks vs. spreadsheets

There’s something we should clear up before we move on.

A workbook is an Excel file. It usually has a file extension of .XLSX (if you’re using an older version of Excel, it could be .XLS).

A spreadsheet is a single sheet inside a workbook. There can be many sheets inside of a workbook, and they’re accessed via the tabs at the bottom of the screen.

A spreadsheet (a.k.a. a sheet/tab) contains all the cells you can see and use in the >1 million rows >16,000 columns.

Working with the Ribbon

The Ribbon is the central control panel of Excel. You can do just about everything you need to directly from the Ribbon.

Where is this powerful tool? At the top of the window:

There are a number of tabs, including the File tab, Home tab, Insert tab, Data tab, Review tab, and a few others. Each tab contains different buttons.

Try clicking on a few different tabs to see which buttons appear below them.

Kasper Langmann, Co-founder of Spreadsheeto

There’s also a very useful search bar in the Ribbon. It says Tell me what you want to do. Just type in what you’re looking for, and Excel will help you find it.

Most of the time, you’ll be in the Home tab of the Ribbon. But Formulas and Data are also very useful (we’ll be talking about formulas shortly).

Pro tip: Ribbon sections

In addition to tabs, the Ribbon also has some smaller sections. And when you’re looking for something specific, those sections can help you find it.

For example, if you’re looking for sorting and filtering options, you don’t want to hover over dozens of buttons finding out what they do.

Instead, skim through the section names until you find what you’re looking for:

Managing your sheets

As we saw, workbooks can contain multiple sheets.

You can manage those sheets with the sheet tabs near the bottom of the screen. Click a tab to open that particular worksheet.

If you’re using our example workbook, you’ll see two sheets, called Welcome and Thank You:

To add a new worksheet, click the + (plus) button at the end of the list of sheets.

You can also reorder the sheets in your workbook by dragging them to a new location.

And if you right-click a worksheet tab, you’ll get a number of options:

For now, don’t worry too much about these options. Rename and Delete are useful, but the rest needn’t concern you.

Kasper Langmann, Co-founder of Spreadsheeto

Entering data

Now it’s time to enter some data!

And while entering data is one of the most central and important things you can do in Excel, it’s almost effortless.

Just click into a blank cell and start typing.

Go ahead, try it! Type your name, birthday, and your favorite number into some blank cells.

Kasper Langmann, Co-founder of Spreadsheeto

You can also copy (Ctrl + C), cut (Ctrl + X), and paste (Ctrl + V) any data you’d like (or read our full guide on copying and pasting here).

Try copying and pasting the data from multiple cells inthe example spreadsheet into another column.

You can also copy data from other programs into Excel.

Try copying this list of numbers and pasting it into your sheet:

• 17
• 24
• 9
• 00
• 3
• 12

That’s all we’re going to cover for basic data entry. Just know that there are lots of other ways to get data into your spreadsheets if you need them.

Kasper Langmann, Co-founder of Spreadsheeto

Basic calculations

Now that we’ve seen how to get some basic data into our spreadsheet, we’re going to do some things with it.

Running basic calculations in Excel is easy. First, we’ll look at how to add two numbers.

Important: start calculations with = (equals)

When you’re running a calculation (or a formula, which we’ll discuss next), the first thing you need to type is an equals sign. This tells Excel to get ready to run some sort of calculation.

So when you see something like =MEDIAN(A2:A51), make sure you type it exactly as it is—including the equals sign.

Let’s add 3 and 4. Type the following formula in a blank cell:

=3+4

Then hit Enter.

When you hit Enter, Excel evaluates your equation and displays the result, 7.

But if you look above at the formula bar, you’ll still see the original formula.

That’s a useful thing to keep in mind, in case you forget what you typed originally.

You can also edit a cell in the formula bar. Click on any cell, then click into the formula bar and start typing.

Kasper Langmann, Co-founder of Spreadsheeto

Performing subtraction, multiplication, and division is just as easy. Try these formulas:

• =4-6
• =2*5
• =-10/3

What we’re going to cover next is one of the most important things in Excel. We’re giving it a very basic overview here, but feel free to read our post on cell references to get the details.

Kasper Langmann, Co-founder of Spreadsheeto

Now let’s try something different. Open up the first sheet in the example workbook, click into cell C1, and type the following:

=A1+B1

Hit Enter.

You should get 82, the sum of the numbers in cells A1 and B1.

Now, change one of the numbers in A1 or B1 and watch what happens:

Because you’re adding A1 and B1, Excel automatically updates the total when you change the values in one of those cells.

Try doing different types of arithmetic on the other numbers in columns A and B using this method.

Unlocking the power of functions

Excel’s greatest power lies in functions. These let you run complex calculations with a few keypresses.

We’ll barely scratch the surface of functions here. Check out our other blog posts to see some of the great things you can do with functions!

Kasper Langmann, Co-founder of Spreadsheeto

Many formulas take sets of numbers and give you information about them.

For example, the AVERAGE function gives you the average of a set of numbers. Let’s try using it.

Click into an empty cell and type the following formula:

=AVERAGE(A1:A4)

Then hit Enter.

The resulting number, 0.25, is the average of the numbers in cells A1, A2, A3, and A4.

Cell range notation

In the formula above, we used “A1:A4” to tell Excel to look at all the cells between A1 and A4, including both of those cells. You can read it as “A1 through A4.”

You can also use this to include numbers in different columns. “A5:C7” includes A5, A6, A7, B5, B6, B7, C5, C6, and C7.

There are also functions that work on text.

Let’s try the CONCATENATE function!

Click into cell C5 and type this formula:

=CONCATENATE(A5, ” “, B5)

Then hit Enter.

You’ll see the message “Welcome to Spreadsheeto” in the cell.

How did this happen? CONCATENATE takes cells with text in them and puts them together.

We put the contents of A5 and B5 together. But because we also needed a space between “to” and “Spreadsheeto,” we included a third argument: the space between two quotes.

Remember that you can mix cell references (like “A5″) and typed values (like ” “) in formulas.

Kasper Langmann, Co-founder of Spreadsheeto

Excel has dozens of useful functions. To find the function that will solve a particular problem, head to the Formulas tab and click on one of the icons:

Scroll through the list of available functions, and select the one you want (you may have to look around for a while).

Then Excel will help you get the right numbers in the right places:

If you start typing a formula, starting with the equals sign, Excel will help you by showing you some possible functions that you might be looking for:

And finally, once you’ve typed the name of a formula and the opening parenthesis, Excel will tell you which arguments need to go where:

If you’ve never used a function before, it might be difficult to interpret Excel’s reminders. But once you get more experience, it’ll become clear.

This is a tiny preview of how functions work and what they can do. It should be enough to get you going on the tasks you need to accomplish right away.

Kasper Langmann, Co-founder of Spreadsheeto

Saving and sharing your work

After you’ve done a bunch of work with your spreadsheet, you’re going to want to save your changes.

Hit Ctrl + S to save. If you haven’t yet saved your spreadsheet, you’ll be asked where you want to save it and what you want to call it.

You can also click the Save button in the Quick Access Toolbar:

It’s a good idea to get into the habit of saving often. Trying to recover unsaved changes is a pain!

Kasper Langmann, Co-founder of Spreadsheeto

The easiest way to share your spreadsheets is via OneDrive.

Click the Share button in the top-right corner of the window, and Excel will walk you through sharing your document.

You can also save your document and email it, or use any other cloud service to share it with others.

That’s it – Now what?

This was how to use Excel.

Or… at least a small fraction of it.

Microsoft Excel can be intimidating, but once you get the basics down, it’s easier to learn the more advanced functions.

This was your introduction to “the basics”. So, if you’re not ready to get some advanced Excel knowledge, go ahead and practice with some of the existing data at the office 🧑🏼‍💻

If you’re ready to take your next steps, go ahead and enroll in my 30-minute free online course where you learn: IF, SUMIF, VLOOKUP, and data cleaning.

These are some of the most important topics of Excel💪🏼

Other resources

Now, you can’t excel at Excel without mastering some of the lookup functions like VLOOKUP and the new XLOOKUP.

But also, you don’t wanna miss out on pivot tables. You can use these to transform your Microsoft Excel data into insightful reports in just a few clicks🤯

Or if you’re into automating Excel spreadsheet formatting, go ahead and read my guide to conditional formatting here.

Kasper Langmann2023-02-23T14:45:07+00:00

So, you have decided that time has come to become an Excel Master. Congratulations! 

Before you start with Excel functions and tools, there are some basics that need to be covered first. 

Let’s start our magical journey in Excel together!  🙂

A really quick intro to Excel

Excel is the world’s most popular spreadsheet software, developed by Microsoft. 

Excel debuted on September 30, 1985, and since that day, kept evolving to meet the requirements of the spreadsheet community. 

Most of the Excel versions require installation on your local computer. However, In recent years, Excel can be used online, via Excel Online! 

And the best thing? Excel Online is absolutely free.

This website utilizes the technology of Excel Online to help you learn and practice Excel without the need have Excel installed on your computer. Thanks Microsoft! 🙂 

So, let’s finish with the talking and start practicing!

Typing in Excel

Excel can be used for complex calculations, but you can always use it to type regular text, just like you’d do in Word or any other software. 

All you have to do is select one of the cells and start typing…

You can start by typing your name, your favorite pet, your favorite movie and your lucky number 🙂 

When you finish typing, hit the Enter key to exit the cell edit mode.

As you can see, you can type both text and numbers in Excel. 

Did you notice that certain parts of the sheets changed after you typed your details? This was done using Excel formulas, which we will cover in the next tutorials 🙂

How does Excel work? 

Let’s discuss some of the basic ideas in Excel:

1. Excel Cell
2. Excel Range
3. Excel Worksheet
4. Excel Workbook

1. Excel Cell

The Excel Cell is the smallest unit in Excel. The cell is used to store data. 

In the previous example, we typed our names and favorite pets, movies and numbers in different Excel Cells. 

Excel is comprised of rows and columns. The rows are represented as numbers, and the columns – as letters.

In order to reference a specific cell in Excel, we will type its column letter, followed by the row number. 

So, A1 will be the first cell in your worksheet – It’s in the first column (A), and in the first row (1):

Ok, now let’s practice… Type your First Name in cell C3, and your Last Name in cell C4

2. Excel Range

The Excel Range is comprised of two or more adjacent cells. These cells can be in the same row, the same column, or even in multiple rows and columns! 

Each range is represented by two cells – The top-left cell, and the bottom-right cell, separated with colons. 

For example, Range A3:E7 consists of the following cells:

Now, it’s your time to play with Excel ranges!

3. Excel Worksheet

The Excel Worksheet is comprised of rows and columns. 

The default Excel Worksheet contains 1,048,576 rows and 16,384 columns. 

In the following example, we have 4 different worksheets:

Tip – We can quickly navigate between worksheets using the shortcut Ctrl+Page Up/Ctrl+Page Down. Click here for more useful Excel shortcuts!

4. Excel Workbook

The Excel file is also called Excel Workbook. It contains one or more worksheets.

The default Excel file type has an XLSX suffix. 

Excel allows the user to use data from one worksheet in another worksheet in the same workbook. It also allows connecting between different workbooks. 

Basic Calculations with Excel

OK, let’s start with the fun part! 

We can perform calculations in Excel easily. 

In order to start a calculation in a cell, we will type the = sign (equals), and then type our calculation. 

These are the basic operators which can be used:

+ Add

– Substract

/ Divide

* (Asterisk) Multiply

^ Power

So, let’s say we want to find the result of 2+2:

Ok, now let’s practice!

Cell References

Okay, now that we know how to perform basic calculations, let’s learn how we can use cell references to make our calculations much quicker, and dynamic, as well! 

If we type the = (equals) sign, followed by a reference to a cell (either by typing the cell name or clicking it), we can reference the data stored in that cell. We can also perform calculations using this way – Instead of manually typing the numbers, we can just reference the cells containing these numbers! 

Let’s see how it works:

You can see in the example above that each time we change the data in the referenced cell – It is automatically reflected in the second cell! 

Now, time to play with Excel:

Reusing cell references & using Partial and Absolute References

One of the advantages of using cell references in Excel is that we can reuse cell references in adjacent cells by copying the cell, or by dragging the cell to adjacent cells.

Let’s see how it works:

Sometimes, we would like that a certain reference will not move if we reuse the formula in other cells. 

In such cases, we can use an Absolute Reference, by hitting the F4 button (or manually typing the $ signs before the column and/or row – not recommended) after typing the cell reference. 

Let’s see this in action:

In certain cases, we might prefer using a Partial Reference rather than an Absolute Reference. 

A Partial Reference allows us to keep the same reference only for a part of the cell – either the row or the column. 

To use Partial Reference, just hit the F4 button until the deserved result is achieved. 

Let’s see how we can do the entire Multiplication Table calculation, using only one formula!

Now you are all set to continue your Excel journey and learn how to use Excel functions and tools. Good luck! 🙂

Excel is an electronic spreadsheet program that is used for storing, organizing and manipulating data. Data is stored in individual cells that are usually organized in a series of columns and rows in a worksheet; this collection of columns and rows is referred to as a table.

Spreadsheets programs can also perform calculations on the data using formulas. To help make it easier to find and read the information in a worksheet, Excel has a number of formatting features that can be applied to individual cells, rows, columns, and entire tables of data.

Since each worksheet in recent versions of Excel contains billions of cells per worksheet, each cell has an address known as a cell reference so that it can be referenced in formulas, charts, and other features of the program.

Topics included in this tutorial are:

• Entering the data into the table
• Widening individual worksheet columns
• Adding the current date and a named range to the worksheet
• Adding the deduction formula
• Adding the net salary formula
• Copying formulas with the Fill Handle
• Adding number formatting to data
• Adding cell formatting

Thanks for letting us know!

Basic Excel Skills

Now a days, any job requires basic Excel skills. These basic Excel skills are – familiarity with Excel ribbons & UI, ability to enter and format data, calculate totals & summaries thru formulas, highlight data that meets certain conditions, creating simple reports & charts, understanding the importance of keyboard shortcuts & productivity tricks. Based on my experience of training more than 5,000 students in various online & physical training programs, the following 6 areas form the core of basic Excel skills.

Getting Started

Entering & Formatting Data, Numbers & Tables

Calculating Totals & Summaries using Formulas

Conditional Formatting

Creating Reports Quickly

Using Excel Productively

Beyond Basics – Becoming Awesome in Excel

The first step to working with VBA in Excel is to get yourself familiarized with the Visual Basic Editor (also called the VBA Editor or VB Editor).

In this tutorial, I will cover all there is to know about the VBA Editor and some useful options that you should know when coding in Excel VBA.

What is Visual Basic Editor in Excel?

Visual Basic Editor is a separate application that is a part of Excel and opens whenever you open an Excel workbook. By default, it’s hidden and to access it, you need to activate it.

VB Editor is the place where you keep the VB code.

There are multiple ways you get the code in the VB Editor:

1. When you record a macro, it automatically creates a new module in the VB Editor and inserts the code in that module.
2. You can manually type VB code in the VB editor.
3. You can copy a code from some other workbook or from the internet and paste it in the VB Editor.

Opening the VB Editor

There are various ways to open the Visual Basic Editor in Excel:

1. Using a Keyboard Shortcut (easiest and fastest)
2. Using the Developer Tab.
3. Using the Worksheet Tabs.

Let’s go through each of these quickly.

Keyboard Shortcut to Open the Visual Basic Editor

The easiest way to open the Visual Basic editor is to use the keyboard shortcut – ALT + F11 (hold the ALT key and press the F11 key).

As soon as you do this, it will open a separate window for the Visual Basic editor.

This shortcut works as a toggle, so when you use it again, it will take you back to the Excel application (without closing the VB Editor).

The shortcut for the Mac version is Opt + F11 or Fn + Opt + F11

Using the Developer Tab

To open the Visual Basic Editor from the ribbon:

1. Click the Developer tab (if you don’t see a developer tab, read this on how to get it).
2. In the Code group, click on Visual Basic.

Using the Worksheet Tab

This is a less used method to open the Vb Editor.

Go to any of the worksheet tabs, right-click, and select ‘View Code’.

This method wouldn’t just open the VB Editor, it will also take you to the code window for that worksheet object.

This is useful when you want to write code that works only for a specific worksheet. This is usually the case with worksheet events.

Anatomy of the Visual Basic Editor in Excel

When you open the VB Editor for the first time, it may look a bit overwhelming.

There are different options and sections that may seem completely new at first.

Also, it still has an old Excel 97 days look. While Excel has improved tremendously in design and usability over the years, the VB Editor has not seen any change in the way it looks.

In this section, I will take you through the different parts of the Visual Basic Editor application.

Note: When I started using VBA years ago, I was quite overwhelmed with all these new options and windows. But as you get used to working with VBA, you would get comfortable with most of these. And most of the time, you’ll not be required to use all the options, only a hand full.

Below is an image of the different components of the VB Editor. These are then described in detail in the below sections of this tutorial.

Now let’s quickly go through each of these components and understand what it does:

Menu Bar

This is where you have all the options that you can use in the VB Editor. It is similar to the Excel ribbon where you have tabs and options with each tab.

You can explore the available options by clicking on each of the menu element.

You will notice that most of the options in VB Editor have keyboard shortcuts mentioned next to it. Once you get used to a few keyboard shortcuts, working with the VB Editor becomes really easy.

Tool Bar

By default, there is a toolbar in the VB Editor which has some useful options that you’re likely to need most often. This is just like the Quick Access Toolbar in Excel. It gives you quick access to some of the useful options.

You can customize it a little by removing or adding options to it (by clicking on the small downward pointing arrow at the end of the toolbar).

In most cases, the default toolbar is all you need when working with the VB Editor.

You can move the toolbar above the menu bar by clicking on the three gray dots (at the beginning of the toolbar) and dragging it above the menu bar.

Note: There are four toolbars in the VB Editor – Standard, Debug, Edit, and User form. What you see in the image above (which is also the default) is the standard toolbar. You can access other toolbars by going to the View option and hovering the cursor on the Toolbars option. You can add one or more toolbars to the VB Editor if you want.

Project Explorer

Project Explorer is a window on the left that shows all the objects currently open in Excel.

When you’re working with Excel, every workbook or add-in that is open is a project. And each of these projects can have a collection of objects in it.

For example, in the below image, the Project Explorer shows the two workbooks that are open (Book1 and Book2) and the objects in each workbook (worksheets, ThisWorkbook, and Module in Book1).

There is a plus icon to the left of objects that you can use to collapse the list of objects or expand and see the complete list of objects.

The following objects can be a part of the Project Explorer:

1. All open Workbooks – within each workbook (which is also called a project), you can have the following objects:
   • Worksheet object for each worksheet in the workbook
   • ThisWorkbook object which represents the workbook itself
   • Chartsheet object for each chart sheet (these are not as common as worksheets)
   • Modules – This is where the code that is generated with a macro recorder goes. You can also write or copy-paste VBA code here.
2. All open Add-ins

Consider the Project Explorer as a place that outlines all the objects open in Excel at the given time.

The keyboard shortcut to open the Project Explorer is Control + R (hold the control key and then press R). To close it, simply click the close icon at the top right of the Project Explorer window.

Note: For every object in Project Explorer, there is a code window in which you can write the code (or copy and paste it from somewhere). The code window appears when you double click on the object.

Properties Window

Properties window is where you get to see the properties of the select object. If you don’t have the Properties window already, you can get it by using the keyboard shortcut F4 (or go to the View tab and click Properties window).

Properties window is a floating window which you can dock in the VB Editor. In the below example, I have docked it just below the Project Explorer.

Properties window allows us to change the properties of a selected object. For example, if I want to make a worksheet hidden (or very hidden), I can do that by changing the Visible Property of the selected worksheet object.

Related: Hiding a Worksheet in Excel (that can not be un-hidden easily)

Code Window

There is a code window for each object that is listed in the Project Explorer. You can open the code window for an object by double-clicking on it in the Project Explorer area.

Code window is where you’ll write your code or copy paste a code from somewhere else.

When you record a macro, the code for it goes into the code window of a module. Excel automatically inserts a module to place the code in it when recording a macro.

Related: How to Run a Macro (VBA Code) in Excel.

Immediate Window

The Immediate window is mostly used when debugging code. One way I use the Immediate window is by using a Print.Debug statement within the code and then run the code.

It helps me to debug the code and determine where my code gets stuck. If I get the result of Print.Debug in the immediate window, I know the code worked at least till that line.

If you’re new to VBA coding, it may take you some time to be able to use the immediate window for debugging.

By default, the immediate window is not visible in the VB Editor. You can get it by using the keyboard shortcut Control + G (or can go to the View tab and click on ‘Immediate Window’).

Where to Add Code in the VB Editor

I hope you now have a basic understanding of what VB Editor is and what all parts it has.

In this section of this tutorial, I will show you where to add a VBA code in the Visual Basic Editor.

There are two places where you can add the VBA code in Excel:

1. The code window for an object. These objects can be a workbook, worksheet, User Form, etc.
2. The code window of a module.

Module Code Window Vs Object Code Window

Let me first quickly clear the difference between adding a code in a module vs adding a code in an object code window.

When you add a code to any of the objects, it’s dependent on some action of that object that will trigger that code. For example, if you want to unhide all the worksheets in a workbook as soon as you open that workbook, then the code would go in the ThisWorkbook object (which represents the workbook).

The trigger, in this case, is opening the workbook.

Similarly, if you want to protect a worksheet as soon as some other worksheet is activated, the code for that would go in the worksheet code window.

These triggers are called events and you can associate a code to be executed when an event occurs.

Related: Learn more about Events in VBA.

On the contrary, the code in the module needs to be executed either manually (or it can be called from other subroutines as well).

When you record a macro, Excel automatically creates a module and inserts the recorded macro code in it. Now if you have to run this code, you need to manually execute the macro.

Adding VBA Code in Module

While recording a macro automatically creates a module and inserts the code in it, there are some limitations when using a macro recorder. For example, it can not use loops or If Then Else conditions.

In such cases, it’s better to either copy and paste the code manually or write the code yourself.

A module can be used to hold the following types of VBA codes:

1. Declarations: You can declare variables in a module. Declaring variables allows you to specify what type of data a variable can hold. You can declare a variable for a sub-routine only or for all sub-routines in the module (or all modules)
2. Subroutines (Procedures): This is the code that has the steps you want VBA to perform.
3. Function Procedures: This is a code that returns a single value and you can use it to create custom functions (also called User Defined Functions or UDFs in VBA)

By default, a module is not a part of the workbook. You need to insert it first before using it.

Adding a Module in the VB Editor

Below are the steps to add a module:

1. Right-click on any object of the workbook (in which you want the module).
2. Hover the cursor on the Insert option.
3. Click on Module.

This would instantly create a folder called Module and insert an object called Module 1. If you already have a module inserted, the above steps would insert another module.

Once the module is inserted, you can double click on the module object in the Project Explorer and it will open the code window for it.

Now you can copy-paste the code or write it yourself.

Removing the Module

Below are the steps to remove a module in Excel VBA:

1. Right-click on the module that you want to remove.
2. Click on Remove Module option.
3. In the dialog box that opens, click on No.

Note: You can export a module before removing it. It gets saved as a .bas file and you can import it in some other project. To export a module, right-click on the module and click on ‘Export file’.

Adding Code to the Object Code Window

To open the code window for an object, simply double-click on it.

When it opens, you can enter the code manually or copy-paste the code from other modules or from the internet.

Note that some of the objects allow you to choose the event for which you want to write the code.

For example, if you want to write a code for something to happen when selection is changed in the worksheet, you need to first select worksheets from the drop-down at the top left of the code window and then select the change event from the drop-down on the right.

Note: These events are specific to the object. When you open the code window for a workbook, you will see the events related to the workbook object. When you open the code window for a worksheet, you will see the events related to the worksheet object.

Customizing the VB Editor

While the default settings of the Visual Basic Editor are good enough for most users, it does allow you to further customize the interface and a few functionalities.

In this section of the tutorial, I will show you all the options you have when customizing the VB Editor.

To customize the VB Editor environment, click Tools in the menu bar and then click on Options.

This would open the Options dialog box which will give you all the customization options in the VB Editor. The ‘Options’ dialog box has four tabs (as shown below) that have various customizations options for the Visual Basic Editor.

Let’s quickly go through each of these tabs and the important options in each.

Editor Tab

While the inbuilt settings work fine in most cases, let me still go through the options in this tab.

As you get more proficient working with VBA in Excel, you may want to customize the VB Editor using some of these options.

Auto Syntax Check

When working with VBA in Excel, as soon as you make a syntax error, you will be greeted by a pop-up dialog box (with some description about the error). Something as shown below:

If you disable this option, this pop-up box will not appear even when you make a syntax error. However, there would be a change in color in the code text to indicate that there is an error.

If you’re a beginner, I recommend you keep this option enabled. As you get more experienced with coding, you may start finding these pop-up boxes irritating, and then you can disable this option.

Require Variable Declaration

This is one option I recommend enabling.

When you’re working with VBA, you would be using variables to hold different data types and objects.

When you enable this option, it automatically inserts the ‘Option Explicit’ statement at the top of the code window. This forces you to declare all the variables that you’re using in your code. If you don’t declare a variable and try to execute the code, it will show an error (as shown below).

In the above case, I used the variable Var, but I didn’t declare it. So when I try to run the code, it shows an error.

This option is quite useful when you have a lot of variables. It often helps me find misspelled variables names as they are considered as undeclared and an error is shown.

Note: When you enable this option, it does not impact the existing modules.

Auto List Member

This option is quite useful as it helps you get a list of properties of methods for an object.

For example, if I want to delete a worksheet (Sheet1), I need to use the line Sheet1.Delete.

While I am typing the code, as soon as I type the dot, it will show me all the methods and properties associated with the Worksheet object (as shown below).

Auto list feature is great as it allows you to:

• Quickly select the property and method from the list and saves time
• Shows you all the properties and methods which you may not be aware of
• Avoid making spelling errors

This option is enabled by default and I recommend keeping it that way.

Auto Quick Info Options

When you type a function in Excel worksheet, it shows you some information about the function – such as the arguments it takes.

Similarly, when you type a function in VBA, it shows you some information (as shown below). But for that to happen, you need to make sure the Auto Quick Info option is enabled (which it is by default).

Auto Data Tips Options

When you’re going through your code line by line and place your cursor above a variable name, it will show you the value of the variable.

I find it quite useful when debugging the code or going through the code line by line which has loops in it.

In the above example, as soon as I put the cursor over the variable (var), it shows the value it holds.

This option is enabled by default and I recommend you keep it that way.

Auto Indent

Since VBA codes can get long and messy, using indentation increases the readability of the code.

When writing code, you can indent using the tab key.

This option ensures that when you are done with the indented line and hit enter, the next line doesn’t start from the very beginning, but has the same indentation as the previous line.

In the above example, after I write the Debug.Print line and hit enter, it will start right below it (with the same indentation level).

I find this option useful and turning this off would mean manually indenting each line in a block of code that I want indented.

You can change the indentation value if you want. I keep it at the default value.

Drag and Drop Text Editing

When this option is enabled, it allows you to select a block of code and drag and drop it.

It saves time as you don’t have to first cut and then paste it. You can simply select and drag it.

This option is enabled by default and I recommend you keep it that way.

Default to Full Module View

When this option is enabled, you will be able to see all the procedures in a module in one single scrollable list.

If you disable this option, you will only be able to see one module at a time. You will have to make a selection of the module you want to see from the drop-down at the top right of the code window.

This option is enabled by default and I recommend keeping it that way.

One reason you may want to disable it when you have multiple procedures that are huge and scrolling across these is taking time, or when you have a lot of procedures and you want to quickly find it instead of wasting time in scrolling.

Procedure Separator

When this option is enabled, you will see a line (a kind of divider) between two procedures.

I find this useful as it visually shows when one procedure ends and the other one starts.

It’s enabled by default and I recommend keeping it that way.

Editor Format Tab

With the options in the Editor Format tab, you can customize the way your code looks in the code window.

Personally, I keep all the default options as I am fine with it. If you want, you can tweak this based on your preference.

To make a change, you need to first select an option in the Code Colors box. Once an option is selected, you can modify the foreground, background, and indicator color for it.

The font type and font size can also be set in this tab. It’s recommended to use a fixed-width font such as Courier New, as it makes the code more readable.

Note that the font type and size setting will remain the same for all code types (i.e., all the code types shown in the code color box).

Below is an image where I have selected Breakpoint, and I can change the formatting of it.

Note: The Margin Indicator Bar option when enabled shows a little margin bar to the left of the code. It’s helpful as it shows useful indicators when executing the code. In the above example, when you set a breakpoint, it will automatically show a red dot to the left of the line in the margin bar. Alternatively, to set a breakpoint, you can simply click on the margin bar on the left of the code line that you want as the breakpoint.

By default, Margin Indicator Bar is enabled and I recommend keeping it that way.

One of my VBA course students found this customization options useful and she was color blind. Using the options here, she was able to set the color and formats that made it easy for her to work with VBA.

General Tab

The General tab has many options but you don’t need to change any of it.

I recommend you keep all the options as is.

One important option to know about in this tab is Error Handling.

By default, ‘Break on Unhandled Errors’ is selected and I recommend keeping it that way.

This option means that if your code encounters an error, and you have not handled that error in your code already, then it will break and stop. But if you have addressed the error (such as by using On Error Resume Next or On Error Goto options), then it will not break (as the errors are not unhandled).

Docking Tab

In this tab, you can specify which windows you want to get docked.

Docking means that you can fix the position of a window (such as project explorer or the Properties window) so that it doesn’t float around and you can view all the different windows at the same time.

If you don’t dock, you will be able to view one window at a time in full-screen mode and will have to switch to the other one.

I recommend keeping the default settings.

Other Excel tutorials you may like:

• How to Remove Macros From an Excel Workbook
• Comments in Excel VBA (Add, Remove, Block Commenting)
• Using Active Cell in VBA in Excel (Examples)

The truth is: before you go for a job interview, you must have basic knowledge of Microsoft Excel. From an accountant to a receptionist, human resources to administration departments all are using Microsoft Excel.

It is not only limited to large companies, small entrepreneurs and college students are using it for their day-to-day work. That’s something that you can’t skip.  To get a job, learning basic Excel tasks (at least some) is a must in today’s era, that’s a firm truth.

And, to help you with this I have compiled this guide. This guide will help you to learn all those basics using some examples. And some of the most important beginner’s tutorials. 

So without further ado let’s get down to the business.

Introduction to Microsoft Excel

There is a number of spreadsheet programs but of all of them, Excel is the most widely used. People have been using it for the last 30 years and throughout these years, it has been upgraded with more and more features.

The best part about Excel is, that it can apply to many business tasks, including statistics, finance, data management, forecasting, analysis, tracking inventory & billing, and business intelligence. Following are the few things which it can do for you:

• Number Crunching
• Charts and Graphs
• Store and Import Data
• Manipulating Text
• Templates/Dashboards
• Automation of Tasks
• And Much More…

The three most important components of Excel you need to understand first:

1. Cell

A cell is a smallest but most powerful part of a spreadsheet. You can enter your data into a cell either by typing or by copy-paste. Data can be a text, a number, or a date. You can also customize it by changing its size, font color, background color, borders, etc. Every cell is identified by its cell address, cell address contains its column number and row number (If a cell is on the 11th row and on column AB, then its address will be AB11).

2. Worksheet:

A worksheet is made up of individual cells which can contain a value, a formula, or text. It also has an invisible draw layer, which holds charts, images, and diagrams. Each worksheet in a workbook is accessible by clicking the tab at the bottom of the workbook window. In addition, a workbook can store chart sheets; a chart sheet displays a single chart and is accessible by clicking a tab.

3. Workbook

A workbook is a separate file just like every other application has. Each workbook contains one or more worksheets. You can also say that a workbook is a collection of multiple worksheets or can be a single worksheet. You can add or delete worksheets, hide them within the workbook without deleting them, and change the order of your worksheets within the workbook.

Microsoft Excel Window Components

Before you start using it, it’s really important to understand what’s where in its window. So ahead we have all the major components which you need to know before entering the world of Microsoft Excel.

1. Active Cell: A cell that is currently selected. It will be highlighted by a rectangular box and its address will be shown in the address bar. You can activate a cell by clicking on it or by using your arrow buttons. To edit a cell, you double-click on it or use F2 as well.
2. Column: A column is a vertical set of cells. A single worksheet contains 16384 total columns. Every column has its own alphabet for identity, from A to XFD. You can select a column by clicking on its header.
3. Row: A row is a horizontal set of cells. A single worksheet contains 1048576 total rows. Every row has its own number for identity, starting from 1 to 1048576. You can select a row by clicking on the row number marked on the left side of the window.
4. Fill Handle: It’s a small dot present in the lower right corner of the active cell. It helps you to fill numeric values, text series, insert ranges, insert serial numbers, etc.
5. Address Bar: It shows the address of the active cell. If you have selected more than one cell, then it will show the address of the first cell in the range.
6. Formula Bar: The formula bar is an input bar, below the ribbon. It shows the content of the active cell and you can also use it to enter a formula in a cell.
7. Title Bar: The title bar will show the name of your workbook, followed by the application name (“Microsoft Excel”).
8. File Menu: The file menu is a simple menu like all other applications. It contains options like (Save, Save As, Open, New, Print, Excel Options, Share, etc).
9. Quick Access Toolbar: A toolbar to quickly access the options which you frequently use. You can add your favorite options by adding new options to the quick access toolbar.
10. Ribbon: Starting from Microsoft Excel 2007, all the options menus are replaced with ribbons. Ribbon tabs are a bunch of specific option group which further contains the option.
11. Worksheet Tab: This tab shows all the worksheets which are present in the workbook. By default you will see, three worksheets in your new workbook with the names Sheet1, Sheet2, and Sheet3 respectively.
12. Status Bar: It is a thin bar at the bottom of the Excel window. It will give you instant help once you start working in Excel.

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