📊 Module 3

Microsoft Excel: Working with Spreadsheets

⏱ 14 hoursCore Skill10 topics
🎯 By the end: Students can manage numbers, build simple trackers, and read data clearly.

Welcome to Microsoft Excel! If numbers make you nervous, relax — Excel does the maths for you. Think of it as a clever sheet of squared paper: you type your figures into little boxes, and Excel adds, averages and sorts them in a blink. In this module we go one step at a time, with real examples you can copy. By the end you will build your own budget tracker, an attendance sheet and a marks register — and read them all at a glance with a chart.

1What is a spreadsheet? Rows, columns and cells

A spreadsheet is a big grid for holding numbers and words in neat boxes. Microsoft Excel is the most popular program for making them. Picture a sheet of squared maths paper that can also do your sums automatically — that is Excel.

The grid is built from three simple things:

  • Rows — the lines that go across (left to right). Each row has a number down the left side: 1, 2, 3…
  • Columns — the lines that go down (top to bottom). Each column has a letter along the top: A, B, C…
  • Cell — one single box where a row and a column meet. This is where you type.
ABC123B2

Every cell has its own name made of its column letter and row number, like a seat number in a cinema. The highlighted box above is cell B2 — column B, row 2. The whole grid is called a worksheet (or just sheet), and a saved Excel file is a workbook that can hold several sheets on the tabs at the bottom.

Why use a spreadsheet? Lists, money, marks, stock counts — anything with numbers or rows of items fits beautifully in a grid. The big win: Excel does the adding and sorting for you, with no errors.
Key points
  • Rows go across and are numbered 1, 2, 3; columns go down and are lettered A, B, C.
  • A cell is one box where a row and column meet — and where you type.
  • Each cell has a name from its column and row, like B2 (column B, row 2).

2Entering and editing data in cells

Putting information into Excel is easy: click a cell, type, and confirm. Excel happily holds three kinds of data — text (words like names), numbers (like 250), and dates (like 07-06-2026).

Type into a cell

1
Click once on the cell you want — say A1. A green border shows it is selected.
2
Type your word or number, for example Name.
3
Press Enter to confirm and drop down to the next cell, or Tab to move one cell to the right.

To change what is already in a cell, you have two choices. To replace it completely, click the cell and just type the new value. To fix only part of it, double-click the cell (or press F2) — this opens the cell for editing so you can move the cursor and correct a single letter.

Made a mistake? Press Ctrl+Z to undo, exactly like in other programs. Press Delete to empty a selected cell completely.

One small but useful trick is AutoFill. After typing into a cell, you'll see a tiny square at its bottom-right corner — the fill handle. Click and drag it down and Excel continues the pattern: type Jan and drag, and you get Feb, Mar, Apr automatically; type 1 and 2 in two cells, select both, and drag to count onwards.

Watch out: if a number cell shows #####, the column is just too narrow to show it. Nothing is lost — widen the column by dragging the line between the column letters, and the number reappears.
Key points
  • Click a cell, type, then press Enter (down) or Tab (right) to confirm.
  • Double-click or press F2 to edit part of a cell; just type to replace it all.
  • Drag the fill handle (bottom-right corner) to auto-continue patterns like Jan, Feb, Mar.

3Formatting cells — borders, colours, alignment, number formats

Formatting means changing how a cell looks, not what it holds. A tidy, well-formatted sheet is far easier to read. All the tools live on the Home tab of the ribbon (the strip of buttons along the top).

Make text stand out

  • Bold, italic, underline — the B, I, U buttons. Bold is perfect for heading rows.
  • Font colour — the A with a colour bar changes the text colour.
  • Fill colour — the paint-bucket button colours the cell background, great for highlighting totals.

Borders and alignment

Borders draw the lines around cells when you print. Select your cells, click the Borders button and choose All Borders to box in a table. Alignment decides where text sits in the cell — left, centre or right — using the alignment buttons; numbers usually look neatest aligned right, headings centred.

Number formats — very important

A number format tells Excel how to display a number without changing its value. The same 250 can show as money or a percentage:

FormatYou typeIt shows
Currency (Rupees)250₹250.00
Percentage0.2525%
Number with commas100000010,00,000
Short date7-6-202607-06-2026
Quick currency: select your money cells and use the Number Format drop-down on the Home tab, or the small / accounting button. Excel still treats the value as a plain number, so your formulas keep working perfectly.
Key points
  • Formatting changes how a cell looks, not its value — find the tools on the Home tab.
  • Use Bold and Fill colour for heading rows and totals; add All Borders to box a table.
  • Number formats (Currency, Percentage, Date) change the display only — formulas still work.

4Basic formulas — SUM, AVERAGE, MIN, MAX, COUNT

This is where Excel truly shines. A formula is an instruction that does a calculation for you. Every formula begins with an equals sign = — that tells Excel "work this out" instead of just showing the text.

A function is a ready-made formula with a name, like SUM. You give it a range of cells in brackets, written as first cell : last cell. So B2:B6 means "all cells from B2 down to B6".

FormulaWhat it doesIf B2:B6 are 10, 20, 30, 40, 50
=SUM(B2:B6)Adds the numbers togetherreturns 150
=AVERAGE(B2:B6)Finds the average (total ÷ count)returns 30
=MIN(B2:B6)Finds the smallest numberreturns 10
=MAX(B2:B6)Finds the largest numberreturns 50
=COUNT(B2:B6)Counts how many cells hold numbersreturns 5

Write your first SUM

1
Click the empty cell where you want the answer, for example B7.
2
Type =SUM( then drag your mouse over the cells B2 to B6 — Excel fills in the range for you.
3
Type the closing bracket ) and press Enter. The total appears instantly.
The magic part: if you later change a number in B3, the total in B7 updates itself automatically. You never re-add by hand. There's even an AutoSum button (the Σ sign on the Home tab) that writes the SUM formula for you in one click.
One line on jargon: a range is simply a block of cells written as start:end, like B2:B6. The colon means "through to".
Key points
  • Every formula starts with = ; a function like SUM does a named calculation for you.
  • A range like B2:B6 means all cells from B2 through B6.
  • SUM adds, AVERAGE averages, MIN/MAX find smallest/largest, COUNT counts number cells.

5Cell references — understanding A1, B2 style references

A cell reference is just the address of a cell — its column letter and row number, like A1 or B2. Instead of typing a number into a formula, you point to the cell that holds the number. That way, change the cell and the formula updates on its own.

For example, if cell A1 holds 100 and A2 holds 50, then =A1+A2 returns 150. Change A1 to 200 and the answer becomes 250 by itself — no retyping.

You writeIt means
=A1+A2Add the value in A1 to the value in A2
=B2*C2Multiply B2 by C2 (the * means "times")
=D2/2Divide the value in D2 by 2 (the / means "divide")
=B2-C2Subtract C2 from B2

Copying formulas down a column

Say B2 holds =C2*D2 (price times quantity). Drag the fill handle down and Excel is clever: row 3 becomes =C3*D3, row 4 becomes =C4*D4, and so on. The references shift automatically to match each row. This is called a relative reference, and it saves enormous time.

Locking a cell with $: sometimes you want one cell to stay fixed when you copy a formula — say a tax rate in E1. Write it as $E$1. The dollar signs lock the column and row so it never shifts. This is an absolute reference. Beginners can skip it for now and come back later.
Remember the order: a reference is always letter first, number second — B2, never 2B. The letter is the column, the number is the row.
Key points
  • A cell reference is a cell's address — column letter then row number, like B2.
  • Use references in formulas (=A1+A2) so answers update when you change the cells.
  • Dragging a formula down shifts references automatically (relative); $E$1 locks a cell (absolute).

6Creating charts and graphs from data

Numbers in a grid are useful, but a chart (a graph) lets you see the story at a glance — which month was biggest, whether sales are rising, how a budget splits up. Excel builds charts from your data in seconds.

Make a chart in four steps

1
Type your data with clear labels, for example month names in column A and amounts in column B.
2
Select the data including the labels — drag from the top-left cell to the bottom-right.
3
Go to the Insert tab and click a chart type in the Charts group.
4
The chart appears on your sheet. Drag it to move it, or drag a corner to resize.

Three chart types cover almost everything a beginner needs:

ChartBest forExample
Column / BarComparing amountsSales in each month
LineShowing a trend over timeYour weight over a year
PieShowing parts of a wholeHow a budget is split
Add a clear title. Click the words at the top of the chart and type a meaningful name like "Monthly Expenses 2026". A titled, labelled chart tells its story without anyone needing to ask.
It stays live: change a number in your data and the chart redraws itself instantly. The chart and the table are always in step.
Key points
  • Select your data with its labels, then Insert > Charts to make a graph in seconds.
  • Column/Bar compares amounts, Line shows trends over time, Pie shows parts of a whole.
  • Charts stay live — edit the numbers and the chart updates itself.

7Sorting and filtering data

When a list grows long, sorting and filtering help you find things fast. Sorting reorders the rows; filtering temporarily hides rows you don't want to see, without deleting anything.

Sort a list

Sorting puts rows in order — A to Z, smallest to largest, or oldest to newest.

1
Click any single cell inside the column you want to sort by.
2
Go to the Data tab and click A→Z (ascending) or Z→A (descending).
3
Excel keeps each whole row together, so the right name always stays with the right marks.
Important: click just one cell before sorting, not a single column on its own. If you select only one column and sort it, the other columns stay put and your rows get scrambled. Excel will warn you — choose Expand the selection.

Filter a list

A filter shows only the rows that match what you choose, like a smart sieve.

1
Click any cell in your table, then on the Data tab click Filter. Small drop-down arrows appear on each heading.
2
Click an arrow, untick the values you want to hide, and click OK.
3
Only the matching rows show. Click the arrow again and choose Clear Filter to bring them all back.
Nothing is deleted by filtering. Hidden rows are simply tucked away. Turn the filter off and your full list returns exactly as it was.
Key points
  • Sorting reorders rows (A→Z, small→large); click one cell in the column, then Data tab.
  • Filtering hides rows that don't match — it never deletes them.
  • Always click one cell before sorting so whole rows move together and stay aligned.

8Freeze panes and working with large sheets

As a sheet fills with hundreds of rows, you scroll down and the heading row disappears off the top — now you can't tell which column is which. Freeze Panes fixes this by pinning the heading row (or first column) in place while the rest scrolls.

Freeze the top heading row

1
Go to the View tab.
2
Click Freeze Panes, then choose Freeze Top Row.
3
Scroll down — your headings now stay visible at the top the whole time.

You can also Freeze First Column (handy when names are in column A and you scroll right), or click a cell and choose plain Freeze Panes to lock everything above and to the left of it at once. To undo, return to View and click Unfreeze Panes.

Move around fast: press Ctrl+Home to jump straight back to cell A1, and Ctrl+End to leap to the last filled cell. The arrow keys move one cell; Page Down moves a whole screen.
Zoom to fit more: the slider at the bottom-right corner zooms in and out. Zoom out a little to see more of a big sheet at once — it changes only your view, never the data or printout.

With frozen headings and a few keyboard jumps, even a sheet of a thousand rows feels easy to handle.

Key points
  • Freeze Panes (View tab) pins the heading row or first column so it stays visible while scrolling.
  • Use Freeze Top Row for headings; Unfreeze Panes turns it off.
  • Ctrl+Home jumps to A1, Ctrl+End to the last cell; the zoom slider shows more at once.

9Real-world practice — budget, attendance and marks

Now let's put everything together with three small sheets you'll actually use. Each one combines typing, formatting and a formula or two — exactly the skills from earlier topics.

1. A simple budget tracker

List what you spend, then let SUM add it up. When you change a figure, the total updates itself.

A — ItemB — Amount (₹)
Rent8000
Groceries4500
Transport1500
Total=SUM(B2:B4) → 14000

2. An attendance sheet

Mark P for present each day, then count the Ps with COUNTIF — a counter that only counts cells matching what you ask. =COUNTIF(B2:F2,"P") counts how many days that student was present in cells B2 to F2.

NameMonTueWedDays Present
AshaPPP=COUNTIF(B2:D2,"P") → 3
RaviPP=COUNTIF(B3:D3,"P") → 2

3. A marks register

Enter marks, then find each student's total with SUM and the class average with AVERAGE.

NameMathsEnglishTotal
Asha8070=SUM(B2:C2) → 150
Ravi6090=SUM(B3:C3) → 150
Class average (Maths)=AVERAGE(B2:B3) → 70
Reuse your skills: bold the heading row, format the money column as currency, add All Borders, and make a pie chart of your budget. You already know how to do every one of these.
Key points
  • A budget tracker uses =SUM to total your spending and updates when figures change.
  • An attendance sheet uses =COUNTIF(range,"P") to count how many days are marked present.
  • A marks register uses =SUM for each student's total and =AVERAGE for the class average.

10Saving, printing and sharing Excel files

Once your sheet is built, you'll want to keep it, put it on paper, or send it to someone. Excel makes all three simple.

Saving your work

1
Click File (top-left), then Save As the first time.
2
Choose a folder, type a clear name like Budget_June_2026, and click Save.
3
After that, just press Ctrl+S often to save your latest changes.
File types in one line: Excel saves as .xlsx (the normal Excel file). To send a fixed, can't-be-edited copy, use File › Export › Create PDF to make a .pdf that looks identical on any device.

Printing neatly

Click File › Print to see a preview of exactly what will come out. Two settings save most beginners a lot of wasted paper:

  • Orientation — choose Landscape (wide) for sheets with many columns.
  • Fit Sheet on One Page — under Scaling, this shrinks a slightly-too-big sheet so it doesn't spill onto a second page.
Check the preview first. The print preview shows page breaks before you print. A ten-second look there saves paper and frustration.

Sharing with others

If your file is saved in OneDrive (Microsoft's online storage), click the Share button at the top-right, type the person's email, and choose whether they can edit or only view. Otherwise, simply attach the saved .xlsx or .pdf file to an email.

Save before you close. If you close without saving, Excel asks "Do you want to save?" — click Save unless you truly meant to discard your changes. Get into the habit of pressing Ctrl+S often.

That's the full journey — from an empty grid to a saved, printed, shared spreadsheet. Try the practical task below, then take the quiz to lock it all in.

Key points
  • Use File > Save As the first time, then press Ctrl+S often to keep changes.
  • Print via File > Print; use Landscape and 'Fit Sheet on One Page', and check the preview.
  • Share through OneDrive's Share button (edit or view), or email the .xlsx or a PDF copy.

★ Practical Task — Build a monthly budget tracker

Make your own working budget in Excel from scratch. Everything here uses skills from this module — typing, formatting, a SUM formula, and a chart. There's nothing to submit; the goal is a real sheet you can keep using.

  1. Open Excel and start a Blank workbook. In A1 type 'Item' and in B1 type 'Amount (₹)'.
  2. In column A, list five things you spend money on (for example Rent, Food, Transport, Phone, Savings); type an amount for each in column B.
  3. Click cell B7, type =SUM(B2:B6) and press Enter to see your total spending.
  4. Make the heading row (A1 and B1) bold, and format column B as currency from the Home tab.
  5. Select cells A1 to B6, go to Insert and add a Pie chart; give it the title 'My Monthly Budget'.
  6. Click File > Save As, name the file 'Budget_Tracker', choose a folder, and click Save.
  7. Change one amount in column B and watch both the total and the chart update by themselves.

Ready to test yourself?

Take the short module quiz. Score 60% or more to mark this module complete.

Start the quiz →

💡 Log in to save your progress and earn the certificate.