In this exercise you create a balance sheet which calculates an
organisation's quarterly balance by subtracting its total liabilities from its
total assets.
What to do |
How to do it |
Save a copy of the exercise file excel1.xls
to your floppy disk. |
- Right-click the link excel1.xls and click
"Save Target As ..."
- Select 3 1/2 Floppy (A:) from the "Save In:" pull-down menu
- Double-click your folder
- Double-click the Spreadsheets folder
- Click the Save button
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Open your copy of the file. |
- Choose a file to be opened using one of the following methods:
Open Microsoft Excel and either click File, Open, click the Open button,
or Press Ctrl-O
Open Windows Explorer or My Computer
- Double-click 3 1/2 Floppy (A:) or select it from the Look In: menu
- Double-click your folder
- Double-click the Spreadsheets folder
- Double-click excel1.xls
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Display both Standard and Formatting toolbars.
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- Check if the Standard and Formatting toolbars each take one row.
- If not, click View, Toolbars, Customize and click the Options tab.
- Remove the tick in the check box "Standard and Formatting toolbars
share one row".
- You may also want to remove the tick "Menus show recently used
commands first".
- Click the Close button.
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Type Balance Sheet in the upper left cell. |
- Click in cell A1.
- Type Balance Sheet and press Enter. Do not worry that the text goes
beyond the cell border.
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Put your name in cell A2. |
- Type your first and last name and press Enter.
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Put today's date in cell A3. |
- Type in the date and press Enter.
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Save your changes often. |
- Press Ctrl-S.
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Make column A just wide enough for the text in
column A to fit. |
- Move the cursor between column header buttons A and B.
The cursor should become a double-arrow separated by a line.
- Double-click, or drag to the right until the text just fits.
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Sum the assets for each quarter. |
- Click in cell B15.
- Click the AutoSum button (Σ).
- Press Enter.
- Click in cell B15 again. You should see the formula =SUM(B7:B14).
- Repeat steps 1-3 for cells C15, D15 and E15.
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Sum the liabilities for each quarter by filling
right. |
- Click in cell B23, click the AutoSum button and press Enter.
- Select cells B23 to E23.
Either: drag with the mouse from the middle of cell B23 to the middle
of E23,
OR: Click in cell B23, hold down Shift, and press the right arrow key
three times.
- Click Edit, Fill, Right.
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Add a column for total assets and liabilities. |
- Click in cell F5, type Total and press Enter.
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Sum each of the assets. |
- Click in cell F7, click the AutoSum button and press Enter.
- Click in cell F7 again.
- Move the mouse pointer to the fill handle (black square in lower right
corner of cell F7).
The pointer should become a black +.
- Drag the fill handle down to cell F15.
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Sum each of the liabilities. |
- Click in cell F7 and click the Copy button.
- Click in cell F18 and click the Paste button.
- Drag the fill handle down to F23.
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Calculate the balance for each quarter. |
- Click in cell B25, type =B15-B23 and press Enter.
- Click in cell B25 and drag the fill handle across to cell F25.
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Format all of the numbers as dollar currencies
with no decimal places. |
- Select the range of cells B7:F25.
Either: drag with the mouse
OR: Click in cell B7, hold down Shift, and click in cell F25
- Click the Currency ($) button on the formatting toolbar.
- Click the Decrease Decimal button on the formatting toolbar two times
OR: click Format, Cells, make the Decimal places 0, and click OK
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Make all text in column A bold. |
- Select column A by clicking on the column (A) button.
- Click the Bold (B) button on the formatting toolbar.
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Fill the Balance row with yellow background. |
- Select row 25 by clicking the row (25) button.
- Select the yellow colour from the Fill Color menu on the formatting
toolbar.
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Center the four quarters and total. |
- Select from cell B5 to F5 (using the mouse or shift-click techniques
described above).
- Click the Center button on the formatting toolbar.
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Center the sheet title across the top of the document. |
- Select from cell A1 to F1.
- Click the Merge and Center button on the formatting toolbar.
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Give the sheet title a different font and larger
size. |
- Select Arial Black or another font from the Font menu.
- Select 18 from the Font Size menu.
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Save your changes to the document and exit. |
- Press Ctrl-S to save the document.
- Click File, Exit to close Excel.
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