Unit 4

Calculations and Data Sheets

Master MS-Excel and OpenOffice Calc — from entering data and writing formulas to creating charts, pivot tables, and professional worksheets.

📊 MS-Excel 📈 OO Calc Formulas Functions Charts Pivot Tables
📊

4.1 What is a Spreadsheet?

A Spreadsheet is an electronic document organised into rows and columns for storing, organising, and analysing data. Each intersection of a row and column is called a Cell. Cells can contain text, numbers, dates, or formulas that automatically calculate results.

MS-Excel (Microsoft) and OpenOffice Calc (Apache) are the two spreadsheet applications covered in COA. They are used for payroll, accounting, data analysis, inventory, grade sheets, budgets, and generating graphs and charts.

File
Home
Insert
Page Layout
Formulas
Data
Review
View
B3
fx
=SUM(B2:B12)
ABCDE
1 Employee Name Basic Pay DA (90%) HRA (5%) Gross Pay
2 Arjun Kumar 18000 =B2*0.9 =B2*0.05 =B2+C2+D2
3 Priya Devi 22000 =B3*0.9 =B3*0.05 =B3+C3+D3
4 Suresh Raja 15500 =B4*0.9 =B4*0.05 =B4+C4+D4
Sheet1Sheet2Sheet3 Average: 18500   Count: 3   Sum: 55500
🗺️

4.2 Spreadsheet Terminology

TermMeaningExample
WorkbookThe entire Excel file. Contains one or more worksheets.Salary_2026.xlsx
Worksheet (Sheet)A single tab/page within a workbook. Contains rows and columns.Sheet1, Sheet2
RowHorizontal line of cells. Numbered 1, 2, 3 … 1,048,576.Row 3
ColumnVertical line of cells. Labelled A, B, C … XFD (16,384 columns).Column B
CellThe single box at the intersection of a row and column.Cell B3
Cell ReferenceThe address of a cell: column letter + row number.A1, C5, D10
Cell RangeA rectangular block of cells. Colon (:) separates start and end.A1:D10, B2:B12
Active CellThe currently selected cell. Shown by a green/blue border and in the Name Box.Cell B3 (shown in Name Box)
Formula BarBar above the grid that shows/edits the content or formula of the active cell.=SUM(B2:B12)
Name BoxShows the cell reference of the active cell. Type a cell address to navigate there.B3
FormulaAn expression starting with = that performs a calculation.=A1+B1, =SUM(A1:A10)
📋

4.3 Types of Spreadsheet Applications

📊

MS-Excel

Microsoft's spreadsheet. Part of MS Office. Format: .xlsx. Most widely used in offices and businesses.

📈

OpenOffice Calc

Free open-source spreadsheet. Format: .ods. Compatible with Excel. Part of Apache OpenOffice suite.

📉

LibreOffice Calc

Fork of OpenOffice. Free and well-maintained. Excellent Excel compatibility. Preferred on Linux.

☁️

Google Sheets

Cloud-based, free spreadsheet in browser. Real-time collaboration. Saves automatically to Google Drive.

📌 Key Points

  • An Excel file is called a Workbook; each tab inside is a Worksheet.
  • A cell address combines the column letter and row number: B3 = Column B, Row 3.
  • All formulas must start with the = (equals sign).
  • A range like B2:B12 means all cells from B2 down to B12 (11 cells).
  • Excel supports up to 1,048,576 rows and 16,384 columns per worksheet.
⌨️

4.4 Opening and Navigating a Spreadsheet

🆕

New Workbook

File → New → Blank Workbook or Ctrl+N.

📂

Open File

Ctrl+O → browse for .xlsx, .xls, .ods, .csv files.

💾

Save / Save As

Ctrl+S to save. F12 to save as different name or format (PDF, CSV, ODS).

📐

Set Margins

Page Layout → Margins → choose Normal, Wide, Narrow or Custom.

🔄

Convert Formats

File → Save As → choose .pdf, .csv, .ods, .txt to export in different formats.

📤

Send File

File → Share → Email as attachment or save to OneDrive for collaboration.

Navigation ActionKeyboard / Method
Move one cell (any direction)Arrow keys
Move to next cell to the rightTab
Move to next row downEnter
Move to cell A1 (start)Ctrl+Home
Move to last used cellCtrl+End
Move to first cell in rowHome
Go to specific cellClick Name Box → type address (e.g., D15) → Enter
Go To dialog boxCtrl+G or F5
Select entire columnClick column header (A, B, C…)
Select entire rowClick row header (1, 2, 3…)
Select multiple cellsClick and drag OR hold Shift + click
Select non-adjacent cellsHold Ctrl while clicking cells
✏️

4.5 Entering and Editing Data

Click any cell and start typing to enter data. Press Enter to confirm and move down, or Tab to confirm and move right. To edit existing data, double-click the cell or press F2.

OperationHow to PerformNote
Enter DataClick cell → type → press Enter / TabNumbers right-align; text left-aligns by default
Edit DataDouble-click cell or press F2Cursor appears inside cell for editing
Delete DataSelect cell(s) → press DeleteClears content but keeps formatting
CutCtrl+XMoving cells — removes from source after paste
CopyCtrl+CMarching ants border shows copied range
PasteCtrl+VPaste Special (Ctrl+Alt+V) — paste values only
Undo / RedoCtrl+Z / Ctrl+YUp to 100 undo steps available
FindCtrl+FSearch for text or values in the sheet
Find & ReplaceCtrl+HReplace one value with another throughout
Insert Cell/Row/ColumnRight-click row/column header → InsertExisting data shifts down or right

4.6 AutoFill — Filling Continuous Data

AutoFill automatically completes a series of values when you drag the Fill Handle (small green square at the bottom-right corner of the selected cell) across adjacent cells.

Starting ValueAutoFill Result
1, 2 (select both)3, 4, 5, 6, 7 …
JanuaryFebruary, March, April …
MonTue, Wed, Thu, Fri …
Q1Q2, Q3, Q4 …
10, 20 (select both)30, 40, 50, 60 …
2026-01-012026-01-02, 2026-01-03 …
=A1*2 (formula)=A2*2, =A3*2, =A4*2 … (copies formula)

Tip: To fill continuous S.No. (1, 2, 3…), type 1 in a cell and 2 below it, select both cells, then drag the fill handle downward. Alternatively, use Fill → Series (Home → Fill → Series) for large ranges.

📥

4.7 Inserting External Data and Objects

📌 Data Entry Key Points

  • Press Ctrl+Home to quickly jump back to cell A1 from anywhere in the sheet.
  • AutoFill is one of Excel's greatest time-savers — always use it for sequences of months, numbers, or dates.
  • To reference another sheet: =SheetName!CellAddress — e.g., =Summary!D5.
  • Use Ctrl+Shift+End to select from the current cell to the last used cell — useful for selecting all data.
  • Paste Special (Ctrl+Alt+V → Values only) pastes just the calculated numbers without formulas.
🧮

4.8 Understanding Formulas

A Formula is an expression that starts with = and performs calculations using cell references, operators, numbers, and functions. Excel recalculates automatically whenever input data changes.

OperatorSymbolExampleResult
Addition+=A1+B1Sum of A1 and B1
Subtraction-=C1-D1C1 minus D1
Multiplication*=B2*0.990% of B2 (used for DA)
Division/=E5/12E5 divided by 12
Exponentiation^=A1^2A1 squared (A1²)
Percentage%=B2*5%5% of B2 (same as B2*0.05)
⚙️

4.9 Cell Referencing

TypeSyntaxBehaviour when CopiedUse When
Relative=A1+B1Row and column adjust: =A2+B2, =A3+B3…Repeating same calculation for each row
Absolute=$A$1+B1$A$1 stays fixed; B1 adjustsTax rate, exchange rate in one fixed cell
Mixed Row=A$1Row fixed, column adjustsMultiplication table headers
Mixed Col=$A1Column fixed, row adjustsFixed column with varying rows

Tip: Press F4 while editing a cell reference to cycle through all four reference types (A1 → $A$1 → A$1 → $A1 → A1). This is the fastest way to add dollar signs.

ƒ(x)

4.10 Built-in Functions

Mathematical Functions

=SUM(range) Adds all numbers in a range. =SUM(B2:B12) → Total of B2 to B12
=AVERAGE(range) Calculates the arithmetic mean. =AVERAGE(B2:B12) → Average marks
=MAX(range) Returns the largest value in a range. =MAX(C2:C30) → Highest salary
=MIN(range) Returns the smallest value in a range. =MIN(C2:C30) → Lowest marks
=COUNT(range) Counts cells that contain numbers. =COUNT(B2:B50) → No. of students
=ROUND(num,digits) Rounds a number to specified decimal places. =ROUND(3.14159,2) → 3.14
=SQRT(number) Returns the square root. =SQRT(144) → 12
=ABS(number) Returns the absolute (positive) value. =ABS(-250) → 250

Logical Function — IF

=IF(condition, value_if_true, value_if_false) Tests a condition. Returns the first value if TRUE, the second if FALSE. Essential for result sheets. =IF(F2>=75,"Distinction",IF(F2>=60,"I Class",IF(F2>=50,"II Class","Fail")))

Nested IF explained: The formula checks marks in F2. If ≥75 → "Distinction". Else if ≥60 → "I Class". Else if ≥50 → "II Class". Otherwise → "Fail". This is the exact formula used in COA Practical Exercise 16.

Text and Lookup Functions

=UPPER(text) Converts text to UPPERCASE. =UPPER("hello") → HELLO
=LOWER(text) Converts text to lowercase. =LOWER("HELLO") → hello
=LEN(text) Returns the number of characters in a text string. =LEN("Chennai") → 7
=CONCATENATE(t1,t2) Joins two or more text strings. Also written as =A1&" "&B1 =A1&" "&B1 → "Arjun Kumar"
=TODAY() Returns today's date. Updates automatically each day. =TODAY() → 14/04/2026
=VLOOKUP(val,range,col,0) Looks up a value in the first column of a range and returns data from a specified column. =VLOOKUP(A2,D2:F20,2,0)

📌 Formulas & Functions Key Points

  • Every formula must begin with = (equals sign).
  • Use $ to lock a cell reference: =$B$1 stays fixed when copied.
  • Press F4 while editing to toggle between relative and absolute references.
  • =SUM(B2:B12) is faster and more reliable than =B2+B3+B4+…+B12.
  • Nested IF can handle up to 64 levels in Excel — but keep it simple for readability.
  • =TODAY() auto-updates every day — perfect for invoices and reports.
🎨

4.11 Formatting Cells

Formatting controls how data appears in cells — number format, font, colour, borders, and alignment. Select cells, then use Home tab or right-click → Format Cells (Ctrl+1) to open the Format Cells dialog.

Format TabOptions Available
NumberGeneral, Number (decimal places), Currency (₹), Percentage (%), Date, Time, Text, Custom (#,##0.00)
AlignmentHorizontal (Left/Centre/Right/Justify), Vertical (Top/Middle/Bottom), Wrap Text, Merge Cells, Indent, Text Orientation/Angle
FontFont family, Style (Bold/Italic), Size, Colour, Underline, Strikethrough, Superscript, Subscript
BorderOutline border, inside gridlines, custom borders (top/bottom/left/right), border style, colour
Fill (Shading)Background colour, pattern colour, pattern style for cells
ProtectionLock cells from editing, hide formulas — requires sheet to be protected to take effect
📐

4.12 Row Height and Column Width

🔒

4.13 Security and Sheet Protection

Protection FeatureHow to Apply
Protect SheetReview → Protect Sheet → set password. Prevents others from editing cells, inserting rows, or changing formatting.
Protect WorkbookReview → Protect Workbook. Prevents adding, deleting, or renaming sheets.
Lock Specific CellsSelect cells to lock → Format Cells → Protection → check Locked → then protect the sheet.
Hide FormulasFormat Cells → Protection → check Hidden. Formulas are invisible in formula bar when sheet is protected.
Password to OpenFile → Info → Protect Workbook → Encrypt with Password.

📌 Formatting Key Points

  • Press Ctrl+1 to quickly open the Format Cells dialog from any selected cell.
  • Use Wrap Text (Home → Alignment) to show long text in a single cell across multiple lines.
  • Use Merge & Centre to create a spanning header across multiple columns.
  • Apply the Currency format (₹) to money columns — use the ₹ button on Home tab.
  • Conditional Formatting highlights data automatically — great for marking pass/fail in result sheets.
  • Freeze Top Row (View → Freeze Panes → Freeze Top Row) keeps column headers visible when scrolling large data.
🔃

4.14 Sorting Data

Sorting rearranges rows based on the values in one or more columns. Ascending (A→Z or 0→9) or Descending (Z→A or 9→0).

1

Click anywhere in the data

No need to select the entire table — Excel detects the range automatically.

2

Open Sort Dialog

Data → Sort. Or click the AZ↑ button for quick ascending sort on the selected column.

3

Choose Sort Column and Order

Select the column to sort by (e.g., "Name" or "Total Marks"). Choose Ascending or Descending. Add additional levels for multi-column sort.

🔍

4.15 Filtering Data

Filter temporarily hides rows that don't match certain criteria, so you can view only the relevant data. The original data is not deleted.

1

Apply AutoFilter

Click anywhere in data → Data → Filter (or Ctrl+Shift+L). Drop-down arrows appear in each column header.

2

Set Filter Criteria

Click the drop-down arrow in a column → uncheck items to hide, or use "Text Filters" / "Number Filters" for custom conditions.

3

Clear the Filter

Data → Clear (to remove all filters) or click the drop-down → Select All to restore all rows.

🔗

4.16 Data Consolidation

Data Consolidation combines data from multiple ranges (across sheets or workbooks) into a single summary. Useful for combining departmental budget data, quarterly reports, or branch-wise totals.

1

Click target cell

Select the cell where the consolidated result should appear.

2

Open Consolidate

Data → Consolidate. Choose function (Sum, Average, Max, Min, Count).

3

Add References

Click in Reference box → select data range from Sheet1, Sheet2, etc. → click Add for each range.

4

Click OK

Excel combines all selected ranges using the chosen function and places the result in the target area.

4.17 Subtotals

Subtotal (Data → Subtotal) automatically inserts subtotal rows for groups of data. For example, in a sales sheet sorted by Region, it can insert a sum for each region group automatically. Use =SUBTOTAL(9, range) in formulas — function 9 = SUM, 1 = AVERAGE, 2 = COUNT.

📋

4.18 Validation

Data Validation (Data → Data Validation) restricts what users can enter in a cell. For example, only allow whole numbers between 0–100 in a marks column, or only allow dates after 01/01/2026. If the user enters an invalid value, Excel shows an error message.

📊

4.19 Pivot Tables

Pivot Table is a powerful tool that summarises, analyses, and presents large data sets in a compact, interactive table. You can drag and drop fields to change the view instantly — no formulas needed.

1

Select data range

Click anywhere in your data table (must have column headers).

2

Insert Pivot Table

Insert → PivotTable → choose New Worksheet. Click OK.

3

Drag Fields

In the PivotTable Fields panel: drag "Region" to Rows, "Product" to Columns, "Sales" to Values (set to Sum). The summary table builds automatically.

4

Refresh When Data Changes

Right-click the pivot table → Refresh. Or Data → Refresh All.

🖨️

4.20 Printing Worksheets

📌 Data Tools Key Points

  • Always sort data before applying Subtotals — Subtotals group by the sorted column.
  • Filter does not delete data — it only hides non-matching rows. The data is still there.
  • Pivot Tables are the most powerful analysis tool in Excel — practise creating them with the student result data.
  • Data Consolidation is used in Practical Ex. 19 — combining departmental budgets from multiple sheets.
  • Use Ctrl+Shift+L to quickly toggle AutoFilter on and off.
📈

4.21 Creating Charts

A Chart (also called a Graph) is a visual representation of spreadsheet data. Charts make it easy to spot trends, compare values, and present data in a compelling way.

Monthly Branch Sales — Bar Chart Example

₹45K
Chennai
₹38K
Coimbatore
₹52K
Madurai
₹29K
Salem
₹61K
Trichy

Fig 4.1 — Clustered Bar Chart (as in Practical Exercise 18)

🗂️

4.22 Types of Charts

📊

Bar / Column Chart

Compare values across categories. Best for sales by region, marks by subject.

📈

Line Chart

Show trends over time. Best for monthly sales, temperature over weeks.

🥧

Pie Chart

Show proportion of parts to whole. Best for market share, budget allocation.

📉

Area Chart

Like a line chart but filled below — shows magnitude of change over time.

Scatter (XY) Chart

Show correlation between two variables. Used in scientific data analysis.

🍩

Doughnut Chart

Like a pie chart with a hole in the middle. Can show multiple data series.

🛠️

4.23 Steps to Create a Chart

1

Select the Data

Select the cell range including column headers and all data rows. For branch sales: select branch names and their values (including the header row).

2

Insert Chart

Insert → Charts group → click the chart type (Column, Line, Pie, etc.). A preview chart appears in the worksheet.

3

Choose Chart Style

In Chart Design tab → Chart Styles group → pick a pre-built style. Or use Change Chart Type to switch between chart types.

4

Add Chart Elements

Chart Design → Add Chart Element → add Title, Data Labels, Legend, Gridlines, Axis Titles.

5

Format and Position

Drag chart to desired location. Resize by dragging corners. Right-click chart → Format Chart Area for colours, borders, effects.

🔧

4.24 Other Tools — Error Checking and Auditing

📌 Charts Key Points

  • Select data including headers before inserting a chart — headers become chart labels automatically.
  • Use a Column or Bar chart to compare branch sales (Practical Ex. 18).
  • Use a Pie chart to show percentage distribution of budget items.
  • A chart in Excel is linked to its data — change the data and the chart updates automatically.
  • #DIV/0! means you are dividing by zero — check if the divisor cell is empty.
  • #REF! means a formula refers to a deleted cell — re-check your formulas when deleting rows/columns.
⌨️

4.25 MS-Excel Keyboard Shortcuts

File & General

Ctrl+NNew workbook
Ctrl+OOpen workbook
Ctrl+SSave workbook
F12Save As
Ctrl+PPrint
Ctrl+ZUndo
Ctrl+YRedo
F7Spell check

Navigation

Ctrl+HomeGo to cell A1
Ctrl+EndGo to last used cell
Ctrl+Jump to last data cell in row
Ctrl+Jump to last data cell in column
Ctrl+GGo To (jump to specific cell)
Ctrl+FFind
Ctrl+HFind and Replace
TabMove to next cell right

Selection & Data

Ctrl+ASelect all cells
Ctrl+CCopy
Ctrl+XCut
Ctrl+VPaste
Ctrl+Alt+VPaste Special
DeleteClear cell contents
Ctrl+DFill Down (copy cell above)
Ctrl+RFill Right (copy cell left)

Formulas & Formatting

F2Edit active cell
F4Toggle absolute/relative reference
Ctrl+1Format Cells dialog
Ctrl+BBold
Ctrl+Shift+$Apply Currency format
Ctrl+Shift+%Apply Percentage format
Alt+=AutoSum (=SUM of above cells)
Ctrl+Shift+LToggle AutoFilter

🧠 Practice Questions — Unit 4 (CBE Style)

1. In MS-Excel, cell address B5 means:

A Row B, Column 5
B Column B, Row 5
C Sheet B, Cell 5
D Block B, Position 5

2. Which of the following is the correct formula to find the sum of cells A1 to A10?

A SUM(A1,A10)
B =ADD(A1:A10)
C =SUM(A1:A10)
D =TOTAL(A1:A10)

3. In MS-Excel, AutoFill is used to:

A Automatically correct spelling errors
B Save the file automatically
C Automatically complete a series of data by dragging the fill handle
D Fill cells with a background colour

4. Which function returns the highest value in a range?

A =UPPER()
B =TOP()
C =MAX()
D =PEAK()

5. The keyboard shortcut Alt+= in Excel is used to:

A Insert an equal sign
B Open Format Cells dialog
C Insert AutoSum (=SUM of cells above)
D Apply absolute reference

6. What does $B$3 represent in a formula?

A Relative reference — adjusts when copied
B Currency value in cell B3
C Absolute reference — stays fixed when copied
D Error in cell B3

7. A Pivot Table is used to:

A Rotate the worksheet 90 degrees
B Create a bar chart from data
C Summarise and analyse large data sets interactively
D Sort data alphabetically

8. The Excel error #DIV/0! means:

A The formula is empty
B The formula is dividing by zero or an empty cell
C The cell contains text instead of a number
D The referenced cell has been deleted

9. Match — Data Consolidation in Excel is used to:

A Combine text from two cells
B Combine data from multiple ranges or sheets into a single summary
C Convert all values to percentage format
D Merge two worksheets into one sheet

10. True or False: Filter in Excel permanently removes the rows that do not match the filter criteria.

A True
B False — Filter only hides non-matching rows. The data is still present and can be restored.
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