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Intro

In lesson 103 you will learn how to set up an income and expense sheet in Microsoft Excel, work with large spreadsheets using features like freezing panes and splitting the screen, and manage rows, columns, and worksheet tabs. We will cover print and page setup options, including headers, footers, and margins, and show techniques for working with multiple spreadsheets. This lesson builds on skills from Excel 101 and 102 and is applicable to just about every version of Microsoft Excel.

Transcript

Welcome to Microsoft Excel 103 using Microsoft Excel, brought to you by 599CD.com. I am your instructor, Richard Rost.

In today's class, we are going to set up an income and expense sheet. We are going to show you techniques for working with large spreadsheets, freezing panes, splitting the screen, hiding rows and columns, and so forth.

We are going to teach you more print and page setup options, including setting up headers, footers, margins, and so on. We are going to teach you some techniques for working with multiple spreadsheets. We will show you how to work with sheet tabs, move, insert, copy, and more.

This class follows Microsoft Excel 102. We strongly recommend that you take Excel 101 and Excel 102 before taking this class. We will be building on the techniques learned in those classes.

In this class, we will be using Microsoft Excel XP and Windows XP. This class is valid for just about every version of Microsoft Excel, whether you have Excel 95, 97, 2000, XP, or even newer. All the lessons taught today are applicable in just about every version of Excel, with the exception of some minor cosmetic features. The meat and potatoes of this class are pretty much universal to all versions of Excel. It does not matter what version of Windows you have. Some of the things we will show you in today's class may be different depending on your version of Windows.

Sit back, relax, and watch the lesson the first time through. Then watch the lessons a second time, following along with the examples. It is easier to learn if you know what we are going to cover first. So watch me do it. Then, when you are done, watch the lesson again. Each lesson is about 10 minutes long. Then do it with me step by step.

Do not try to apply what you learn immediately. Do the examples. Play with the material that I am showing you. After you have finished the whole course, then you can apply what you have learned to your work.

There are a couple of sample spreadsheet files that you can find. They have been installed with your class in your program files, in the 599-CD Excel 103 help folder. If you know how to use My Computer to browse that folder, you can find them there. Or you can also click on the Help button in the bottom of your Amazon video player. These will be the sample spreadsheets that we are building in class today.

You can use them if you want to. If you do not feel like doing a lot of typing, however, you will learn the material better if you do not use the sample spreadsheets and build the sheet along with me in class. If you want to cheat, that is where you can cheat. Otherwise, I recommend you sit back and do the spreadsheet as I do it.

Most importantly, have fun. Excel is not just for work. Find something that you enjoy and make a spreadsheet for it. If you collect baseball cards or run a fantasy football league, do something in Excel that is not work-related. You will have a whole lot more fun and you will learn more.

Quiz

Q1. What is the primary task you will learn in this Excel 103 class?
A. How to write VBA macros
B. Setting up an income and expense sheet
C. Advanced chart creation
D. Using PivotTables

Q2. Which of the following techniques will NOT be covered in this class?
A. Freezing panes
B. Hiding rows and columns
C. Splitting the screen
D. Writing Access SQL queries

Q3. What print and page setup options will be focused on in this lesson?
A. Only printing selected cells
B. Setting up headers, footers, and margins
C. Sending spreadsheets via email
D. Color coding cells

Q4. Which of these skills will you learn for working with multiple spreadsheets?
A. Protecting sheets with passwords
B. Working with sheet tabs, moving, inserting, and copying sheets
C. Writing complex formulas
D. Importing data from the web

Q5. For the best learning experience, what does the instructor recommend?
A. Always use the sample spreadsheet files provided
B. Watch the lesson once, then do the steps with the instructor the second time
C. Skip the lessons and read the manual instead
D. Apply the material to your work immediately

Q6. What is a suggested approach to using the sample spreadsheet files?
A. Never look at them
B. Only use them if you do not want to do a lot of typing
C. Use only the examples in the textbook
D. Use them to cheat on quizzes

Q7. What is the main message regarding having fun while learning Excel?
A. Only do work-related examples
B. Avoid having fun to stay focused
C. Use Excel for things you enjoy, not just work
D. Do not use Excel for anything personal

Answers: 1-B; 2-D; 3-B; 4-B; 5-B; 6-B; 7-C

DISCLAIMER: Quiz questions are AI generated. If you find any that are wrong, don't make sense, or aren't related to the video topic at hand, then please post a comment and let me know. Thanks.

Summary

Today's video from Excel Learning Zone is focused on Microsoft Excel 103, where we will be working with income and expense sheets. I will guide you through a variety of techniques essential for handling large spreadsheets. This includes learning how to freeze panes, split the screen, and hide rows or columns, among other helpful organizational methods.

In this class, we will also examine advanced print and page setup options. You will learn how to set up headers and footers, adjust margins, and control your print settings for a polished final product. Additionally, I will cover strategies for working with multiple worksheets within the same file. This includes how to navigate sheet tabs, move sheets, insert new ones, and create copies when needed.

If you have already taken Excel 101 and 102, you will be well prepared for this session. This course builds directly on the skills taught in those earlier classes, so it is recommended that you complete them first to get the most from this lesson.

We are using Microsoft Excel XP and Windows XP for demonstration, but the material in this class is relevant to almost every version of Excel, including 95, 97, 2000, XP, and even those that came later. Most of what you will learn here applies to all versions, though you may notice some cosmetic differences depending on which one you are using. Likewise, the specifics of your version of Windows may affect a few minor details, but the core content remains consistent.

My advice is to watch each lesson completely before trying to follow along. Seeing what we are going to cover helps you understand the flow and context. Then, on your second viewing, practice alongside the video and repeat the steps with me. Each segment is about ten minutes long, making it easy to revisit any part you need to review.

I suggest not rushing to apply these skills to your actual work right away. Instead, focus on experimenting with the examples I provide. Once you feel comfortable and have completed the whole course, then start adapting what you have learned to your own spreadsheets.

For your convenience, I have included a few sample spreadsheet files that are installed with your class materials. You can locate these in your program files under the 599-CD Excel 103 help folder. If you are familiar with browsing your computer's folders, you will find them there. Alternatively, you can access them via the Help button from the Amazon video player. These sample files mirror the spreadsheets we will create together in class.

You are welcome to use the sample spreadsheets if you prefer, but I encourage you to build the sheets yourself during the lesson to get the most benefit. If you want to take a shortcut, the samples are there for you, but working through the steps with me will help you absorb the material much better.

Above all, remember to enjoy the process. Excel is not just a business tool. If you have a hobby, try using Excel for that purpose. Whether you collect baseball cards or manage a fantasy football league, tackle a project that is fun for you. It will make learning Excel more enjoyable and much more effective.

You can find a complete video tutorial with step-by-step instructions on everything discussed here on my website at the link below. Live long and prosper, my friends.

Topic List

Setting up an income and expense sheet
Techniques for working with large spreadsheets
Freezing panes in Excel
Splitting the screen in Excel
Hiding rows and columns
Print and page setup options
Setting up headers and footers
Adjusting page margins
Working with multiple spreadsheets
Using and managing sheet tabs
Moving, inserting, and copying sheets