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Getting Started with Excel

Làm quen với giao diện Excel và các shortcuts quan trọng

Bài 1: Getting Started with Excel

1. Tại sao Excel vẫn quan trọng?

Dù có rất nhiều tools mới, Excel vẫn là #1 trong data analysis vì:

  • 📊 750+ triệu người sử dụng hàng ngày
  • 💼 95% doanh nghiệp yêu cầu Excel skills
  • 🚀 Nhanh chóng - không cần setup phức tạp
  • 🔗 Universal - ai cũng có thể đọc file Excel

Excel vs Alternatives

ToolBest ForLimitations
ExcelQuick analysis, business usersLarge data (1M+ rows)
Google SheetsCollaboration, cloudPerformance
Python/PandasLarge data, automationLearning curve
Power BIDashboards, enterpriseComplexity

Kết luận: Excel là foundation - master Excel trước, sau đó học các tools khác.


2. Excel Interface Tour

2.1 Ribbon (Thanh công cụ)

Text
1┌─────────────────────────────────────────────────────────────┐
2│ File │ Home │ Insert │ Page Layout │ Formulas │ Data │ ... │
3├─────────────────────────────────────────────────────────────┤
4│ [Clipboard] [Font] [Alignment] [Number] [Styles] [Cells] │
5└─────────────────────────────────────────────────────────────┘

Các tabs quan trọng:

  • Home: Format, copy/paste, conditional formatting
  • Insert: Charts, pivot tables, images
  • Formulas: Functions library, name manager
  • Data: Import, sort, filter, data tools

2.2 Worksheet Structure

Text
1A B C D
2 ┌────────┬────────┬────────┬────────┐
31 │ Header │ Header │ Header │ │ ← Row 1 (Headers)
4 ├────────┼────────┼────────┼────────┤
52 │ Data │ Data │ Data │ │ ← Data rows
6 ├────────┼────────┼────────┼────────┤
73 │ Data │ Data │ Data │ │
8 └────────┴────────┴────────┴────────┘
9
10 Column A

Key concepts:

  • Cell: Intersection of row & column (e.g., A1, B2)
  • Range: Multiple cells (e.g., A1:C10)
  • Sheet: One worksheet tab
  • Workbook: The entire Excel file (.xlsx)

2.3 Name Box & Formula Bar

Text
1┌──────────┬─────────────────────────────────────────────────┐
2│ A1 │ fx │ =SUM(B2:B100) │
3└──────────┴─────────────────────────────────────────────────┘
4 Name Box Formula Bar
  • Name Box: Shows current cell, can type to go to cell
  • Formula Bar: Shows/edit cell content or formula

3. Essential Keyboard Shortcuts

3.1 Navigation Shortcuts

ShortcutAction
Ctrl + HomeGo to A1
Ctrl + EndGo to last used cell
Ctrl + ↓/↑/←/→Jump to edge of data region
Ctrl + Shift + EndSelect to last used cell
Ctrl + GGo To dialog
F5Go To dialog (alternative)

3.2 Selection Shortcuts

ShortcutAction
Ctrl + ASelect all (or current region)
Ctrl + Shift + *Select current region
Shift + SpaceSelect entire row
Ctrl + SpaceSelect entire column
Ctrl + Shift + LToggle filters

3.3 Editing Shortcuts

ShortcutAction
F2Edit cell
Ctrl + C/V/XCopy/Paste/Cut
Ctrl + DFill down
Ctrl + RFill right
Ctrl + ;Insert current date
Ctrl + Shift + ;Insert current time
Ctrl + ZUndo
Ctrl + YRedo

3.4 Formatting Shortcuts

ShortcutAction
Ctrl + BBold
Ctrl + IItalic
Ctrl + UUnderline
Ctrl + 1Format Cells dialog
Alt + H + O + IAuto-fit column width

3.5 Pro Shortcuts (Must Know!)

ShortcutAction
Alt + =AutoSum
Ctrl + Shift + LToggle filters
Alt + D + PCreate Pivot Table
F4Repeat last action / Toggle absolute reference
Ctrl + ​`Show formulas

4. Data Entry Best Practices

4.1 Table Structure Rules

DO:

Text
1A B C D
2 ┌──────────┬───────────┬──────────┬──────────┐
31 │ Date │ Product │ Quantity │ Revenue │ ← Headers in row 1
4 ├──────────┼───────────┼──────────┼──────────┤
52 │ 1/1/2026 │ Widget A │ 100 │ 5000 │ ← Data starts row 2
6 ├──────────┼───────────┼──────────┼──────────┤
73 │ 1/2/2026 │ Widget B │ 50 │ 2500 │ ← One record per row
8 └──────────┴───────────┴──────────┴──────────┘

DON'T:

  • Merged cells in data area
  • Empty rows/columns in data
  • Multiple data types in one column
  • Spaces in header names (use _ instead)

4.2 Data Types

TypeExampleStorage
Text"John", "ABC123"Left-aligned
Number100, 3.14Right-aligned
Date1/1/2026Stored as number
BooleanTRUE, FALSELogical values
Formula=SUM(A:A)Starts with =

4.3 Quick Data Entry Tips

AutoFill Series:

Text
1Type "Jan" → Select cell → Drag fill handle
2Result: Jan, Feb, Mar, Apr, May...
3
4Type "1" → Hold Ctrl + Drag
5Result: 1, 2, 3, 4, 5...

Flash Fill (Ctrl + E):

Text
1Column A Column B
2John Smith John ← Type first example
3Jane Doe Jane ← Flash Fill extracts pattern
4Bob Johnson Bob

5. Hands-on Exercise: Sales Data Setup

5.1 Create Sample Data

Tạo file mới và nhập data sau:

DateProductRegionQuantityUnit_PriceRevenue
1/1/2026LaptopNorth101500=D2*E2
1/2/2026PhoneSouth25800=D3*E3
1/3/2026TabletEast15600=D4*E4
1/4/2026LaptopWest81500=D5*E5
1/5/2026PhoneNorth30800=D6*E6

5.2 Practice Tasks

  1. Navigate: Press Ctrl + Home, then Ctrl + End
  2. Select: Use Ctrl + Shift + End to select all data
  3. Format: Select headers, press Ctrl + B for bold
  4. Filter: Press Ctrl + Shift + L to add filters
  5. AutoSum: Click F7, press Alt + = to sum Revenue

5.3 Save Your Work

  • Ctrl + S - Save
  • Save as .xlsx format (Excel Workbook)
  • Name: sales_data_practice.xlsx

6. Common Beginner Mistakes

❌ Mistake 1: Merged Cells

Problem: Merged cells break sorting, filtering, formulas

Solution: Use "Center Across Selection" instead

  • Select cells → Ctrl + 1 → Alignment → Horizontal: Center Across Selection

❌ Mistake 2: Storing Numbers as Text

Problem: "123" vs 123 - formulas won't work

Solution:

  • Look for green triangle in corner (error indicator)
  • Select cells → Click warning → Convert to Number

❌ Mistake 3: Hard-coded Values

Problem: Typing "1500" multiple times

Solution:

  • Store constants in named cells
  • Reference: =D2*Laptop_Price instead of =D2*1500

❌ Mistake 4: Not Using Tables

Problem: Formulas don't auto-extend to new rows

Solution: Convert to Table

  • Ctrl + T → Creates structured table
  • Formulas auto-copy to new rows

7. Quick Reference Card

File Operations

Text
1Ctrl + N New workbook
2Ctrl + O Open
3Ctrl + S Save
4Ctrl + P Print
5F12 Save As

Essential Formulas (Preview)

Text
1=SUM(range) Add numbers
2=AVERAGE(range) Calculate mean
3=COUNT(range) Count numbers
4=MAX(range) Find maximum
5=MIN(range) Find minimum

Navigation

Text
1Ctrl + Home Go to A1
2Ctrl + End Go to last cell
3Ctrl + Arrow Jump to edge
4Page Up/Down Scroll screen

8. Bài tập về nhà

Bài 1: Excel Shortcuts Quiz

Thực hành 10 shortcuts quan trọng nhất, ghi nhớ:

  • Ctrl + Shift + L (Filters)
  • Alt + = (AutoSum)
  • Ctrl + ; (Date)
  • F4 (Absolute reference)
  • Ctrl + T (Create table)

Bài 2: Sales Data Practice

  1. Tạo sales data với 20 rows
  2. Thêm cột "Profit" với formula
  3. Apply filters và sort by Revenue
  4. Format headers với bold + color
  5. Save file và share screenshot

Bài 3: Keyboard Challenge

Hoàn thành các tasks chỉ dùng keyboard (không dùng mouse):

  1. Navigate to A1
  2. Select all data
  3. Add filters
  4. Go to last row
  5. Insert today's date

Summary

Trong bài này bạn đã học:

  • ✅ Excel interface và components
  • ✅ 20+ essential keyboard shortcuts
  • ✅ Data entry best practices
  • ✅ Common mistakes to avoid
  • ✅ Quick reference cho daily use

Next: Bài 2 - Essential Formulas - SUM, IF, COUNTIF, SUMIF families