how to make assignment on ms excel

Excel Tutorial: How To Make An Assignment Sheet In Excel

Introduction.

Are you a student or a teacher looking for a way to stay organized and efficient when it comes to managing assignments? Look no further than Microsoft Excel. In this tutorial, we will show you how to create an assignment sheet in Excel that will help you keep track of deadlines, grades, and progress with ease.

Key Takeaways

• Creating an assignment sheet in Excel can help students and teachers stay organized and efficient.
• Setting up the Excel sheet involves renaming the sheet, formatting cells, and creating a table for assignment details.
• Utilizing formulas like =TODAY() and =COUNTIF() can enhance efficiency in tracking deadlines and progress.
• Adding filters, sorting options, and collaboration features can further improve the usability of the assignment sheet.
• Overall, using Excel for assignment management offers numerous benefits for organization and efficiency.

Setting up the Excel sheet

When creating an assignment sheet in Excel, it’s important to start by setting up the Excel workbook correctly. This will ensure that the sheet is organized and easy to use.

• Open a new Excel workbook

To begin, open a new Excel workbook on your computer. This will provide you with a blank canvas to create your assignment sheet.

• Rename the sheet to "Assignment Sheet"

Once the new workbook is open, it’s a good idea to rename the default “Sheet1” to something more descriptive. In this case, rename it to “Assignment Sheet” to clearly indicate its purpose.

• Format the cells for the assignment details, due dates, and status updates

After renaming the sheet, it’s time to format the cells for the assignment details, due dates, and status updates. This can include setting up columns for the assignment name, due date, status, and any other relevant details. Formatting these cells will make it easier to input and view assignment information.

Creating the assignment table

When creating an assignment sheet in Excel, it's important to start by setting up a clear and organized table to keep track of all your assignments. Here are the key steps to creating the assignment table:

A. Add headers for assignment name, description, due date, and status

Begin by adding headers to your Excel sheet for the assignment name, description, due date, and status. This will provide a clear structure for entering and organizing your assignment information. Use the tag to highlight the headers for easy reference.

B. Input sample assignments and details to populate the table

Once the headers are in place, start populating the table with sample assignments and their details. Enter the assignment names, descriptions, due dates, and status into the respective columns. This will give you a visual representation of how the table will function with real data.

C. Use cell formatting to make the table easy to read and navigate

To ensure the assignment table is easy to read and navigate, utilize cell formatting options in Excel. Apply borders to the table to clearly define the boundaries of the data. Use alternating row colors to improve readability and make it easier to follow the information across the table. Additionally, consider using filters to quickly sort and find specific assignments based on their status or due date.

Utilizing formulas for efficiency

When creating an assignment sheet in Excel, utilizing formulas can greatly increase efficiency and automation. Here are a few key ways to do so:

• Use the =TODAY() function to automatically track the current date

The =TODAY() function is a simple yet powerful tool that automatically updates to the current date each time the sheet is opened. By incorporating this function into your assignment sheet, you can easily keep track of when each assignment is due without having to manually update the date.

• Implement conditional formatting to highlight overdue assignments

Conditional formatting is a useful feature in Excel that allows you to automatically apply formatting (such as color) to cells that meet specific criteria. By setting up conditional formatting to highlight overdue assignments based on the current date, you can quickly identify which assignments need immediate attention.

• Use formulas like =COUNTIF() to track the number of assignments due in a certain time frame

The =COUNTIF() formula allows you to count the number of cells within a range that meet specific criteria. By using this formula in conjunction with date criteria, you can easily track the number of assignments due within a certain time frame, such as the current week or month. This can provide valuable insight into workload and deadlines.

Adding filters and sorting options

When creating an assignment sheet in Excel, it’s essential to enable filters and sorting options to efficiently manage and organize your tasks.

A. Enable filters for each column

By enabling filters for each column, you can quickly find specific assignments based on various criteria such as subject, priority, or completion status. To enable filters, click on the Data tab and then select the Filter option. This will add drop-down arrows to the header of each column, allowing you to filter the data based on your preferences.

B. Sort assignments by due date or status

Sorting assignments by due date or status can help prioritize tasks and ensure that urgent assignments are completed on time. To sort the data, click on the drop-down arrow in the header of the column you want to sort by, and then select either Sort A to Z or Sort Z to A for alphabetical sorting, or Sort Oldest to Newest or Sort Newest to Oldest for date sorting.

C. Utilize the find and replace function

The find and replace function can be particularly useful when making updates or changes to multiple assignments at once. To use this function, press Ctrl + F to open the Find and Replace dialog box. Here, you can search for specific terms or values and replace them with new ones throughout the entire worksheet.

Collaborating and sharing the assignment sheet

When working on a group project or sharing assignments with classmates, it's crucial to have a system in place for efficient collaboration. Excel makes it easy to share and collaborate on assignment sheets with your team members or classmates.

• Save the Excel sheet to a shared drive or cloud storage, such as Google Drive, Dropbox, or Microsoft OneDrive. This allows everyone to access the sheet from anywhere, at any time.
• By saving the sheet in a shared location, everyone can work on it simultaneously, eliminating the need to email different versions back and forth.
• After saving the sheet to a shared drive or cloud storage, you can easily share it with your team members or classmates by sending them a link to the document.
• When sharing the sheet, you can set permission levels to control who can view, edit, or comment on the document. This ensures that only authorized individuals can make changes to the assignment sheet.
• Excel provides a built-in comments feature that allows collaborators to leave notes and feedback on specific cells or assignments within the sheet.
• By utilizing the comments and notes features, team members or classmates can communicate about specific assignments, provide updates, or ask questions directly within the assignment sheet.

Creating an assignment sheet in Excel is a simple and effective way to stay organized and on top of your tasks. By following the steps outlined in this tutorial, you can easily customize your sheet to fit your specific needs and preferences. Utilize formatting tools such as filters, color-coding, and formulas to further enhance the functionality of your assignment sheet.

Additionally, using Excel for managing assignments offers numerous benefits , including efficiency, accuracy, and flexibility . You can easily track deadlines, prioritize tasks, and generate reports with just a few clicks. Say goodbye to the chaos of handwritten lists and embrace the power of Excel for seamless organization.

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How to make an assignment sheet in excel.

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Creating an assignment sheet in Excel can streamline the management of tasks and deadlines. This guide provides step-by-step instructions to efficiently organize your assignments within Excel's versatile framework.

While Excel is a powerful tool, we'll also explore why Sourcetable presents a more user-friendly alternative for assignment sheet creation.

Creating an Assignment Sheet in Excel

Semester assignment spreadsheet overview.

A Semester Assignment Spreadsheet is an essential tool for students to list all assignments, due dates, class information, tuition deadlines, and administrative tasks. Its one-page format allows for easy tracking of progress, helping students stay motivated and productive.

Color-Coded Excel Sheet Creation

Excel's color-coding feature enhances the visual appeal and organization of the assignment sheet. Begin with color coding, then record assignments, add more colors, organize by due date, and utilize the sheet effectively for tracking and prioritization.

Steps to Make an Assignment Tracker

Start by compiling syllabi from all classes. Use Excel to create a comprehensive Semester Assignment Spreadsheet that combines due dates with important class information. This tool is excellent for prioritizing tasks and keeping track of grades. Print out the spreadsheet for convenient access and management.

Common Use Cases

Excel vs. sourcetable: a comparative analysis.

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Explore the innovative AI copilot feature of Sourcetable, a game-changer in spreadsheet technology, offering real-time assistance in formula creation and template design, simplifying complex tasks.

Understand the versatility of Excel, a widely used application with robust functionalities for diverse data analysis and complex calculations, suitable for traditional spreadsheet users.

Assess the utility of Sourcetable for businesses seeking centralized data solutions, with its advanced data aggregation capabilities, versus Excel's conventional data handling approach.

Consider the efficiency gains with Sourcetable's AI-powered chat interface that streamlines formula generation and template customization, contrasting with Excel's manual formula setup.

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Basic tasks in Excel

Excel is an incredibly powerful tool for getting meaning out of vast amounts of data. But it also works really well for simple calculations and tracking almost any kind of information. The key for unlocking all that potential is the grid of cells. Cells can contain numbers, text, or formulas. You put data in your cells and group them in rows and columns. That allows you to add up your data, sort and filter it, put it in tables, and build great-looking charts. Let’s go through the basic steps to get you started.

Create a new workbook

Excel documents are called workbooks. Each workbook has sheets, typically called spreadsheets. You can add as many sheets as you want to a workbook, or you can create new workbooks to keep your data separate.

Click File , and then click New .

Under New , click the Blank workbook .

Enter your data

Click an empty cell.

For example, cell A1 on a new sheet. Cells are referenced by their location in the row and column on the sheet, so cell A1 is in the first row of column A.

Type text or a number in the cell.

Press Enter or Tab to move to the next cell.

Apply cell borders

Select the cell or range of cells that you want to add a border to.

On the Home tab, in the Font group, click the arrow next to Borders, and then click the border style that you want.

For more information, see Apply or remove cell borders on a worksheet  .

Apply cell shading

Select the cell or range of cells that you want to apply cell shading to.

For more information about how to apply formatting to a worksheet, see Format a worksheet .

Use AutoSum to add your data

When you’ve entered numbers in your sheet, you might want to add them up. A fast way to do that is by using AutoSum.

Select the cell to the right or below the numbers you want to add.

Click the Home tab, and then click AutoSum in the Editing group.

AutoSum adds up the numbers and shows the result in the cell you selected.

For more information, see Use AutoSum to sum numbers

Create a simple formula

Adding numbers is just one of the things you can do, but Excel can do other math as well. Try some simple formulas to add, subtract, multiply, or divide your numbers.

Pick a cell, and then type an equal sign (=).

That tells Excel that this cell will contain a formula.

Type a combination of numbers and calculation operators, like the plus sign (+) for addition, the minus sign (-) for subtraction, the asterisk (*) for multiplication, or the forward slash (/) for division.

For example, enter =2+4 , =4-2 , =2*4 , or =4/2 .

Press Enter.

This runs the calculation.

You can also press Ctrl+Enter if you want the cursor to stay on the active cell.

For more information, see Create a simple formula .

Apply a number format

To distinguish between different types of numbers, add a format, like currency, percentages, or dates.

Select the cells that have numbers you want to format.

Click the Home tab, and then click the arrow in the General box.

Pick a number format.

If you don’t see the number format you’re looking for, click More Number Formats . For more information, see Available number formats .

Put your data in a table

A simple way to access Excel’s power is to put your data in a table. That lets you quickly filter or sort your data.

Select your data by clicking the first cell and dragging to the last cell in your data.

To use the keyboard, hold down Shift while you press the arrow keys to select your data.

Click Tables , move your cursor to the Table button to preview your data, and then click the Table button.

To filter the data, clear the Select All check box, and then select the data you want to show in your table.

To sort the data, click Sort A to Z or Sort Z to A .

For more information, see Create or delete an Excel table

Show totals for your numbers using Quick Analysis

The Quick Analysis tool (available in Excel 2016 and Excel 2013 only) let you total your numbers quickly. Whether it’s a sum, average, or count you want, Excel shows the calculation results right below or next to your numbers.

Select the cells that contain numbers you want to add or count.

Click Totals , move your cursor across the buttons to see the calculation results for your data, and then click the button to apply the totals.

Add meaning to your data using Quick Analysis

Conditional formatting or sparklines can highlight your most important data or show data trends. Use the Quick Analysis tool (available in Excel 2016 and Excel 2013 only) for a Live Preview to try it out.

Select the data you want to examine more closely.

Explore the options on the Formatting and Sparklines tabs to see how they affect your data.

For example, pick a color scale in the Formatting gallery to differentiate high, medium, and low temperatures.

When you like what you see, click that option.

Learn more about how to analyze trends in data using sparklines .

Show your data in a chart using Quick Analysis

The Quick Analysis tool (available in Excel 2016 and Excel 2013 only) recommends the right chart for your data and gives you a visual presentation in just a few clicks.

Select the cells that contain the data you want to show in a chart.

Click the Charts tab, move across the recommended charts to see which one looks best for your data, and then click the one that you want.

Note:  Excel shows different charts in this gallery, depending on what’s recommended for your data.

Learn about other ways to create a chart .

Sort your data

To quickly sort your data

Select a range of data, such as A1:L5 (multiple rows and columns) or C1:C80 (a single column). The range can include titles that you created to identify columns or rows.

Select a single cell in the column on which you want to sort.

To sort by specific criteria

Select a single cell anywhere in the range that you want to sort.

On the Data tab, in the Sort & Filter group, choose Sort .

The Sort dialog box appears.

In the Sort by list, select the first column on which you want to sort.

In the Sort On list, select either Values , Cell Color , Font Color , or Cell Icon .

In the Order list, select the order that you want to apply to the sort operation — alphabetically or numerically ascending or descending (that is, A to Z or Z to A for text or lower to higher or higher to lower for numbers).

For more information about how to sort data, see Sort data in a range or table  .

Filter your data

Select the data that you want to filter.

On the Data tab, in the Sort & Filter group, click Filter .

To select by values, in the list, clear the (Select All) check box. This removes the check marks from all the check boxes. Then, select only the values you want to see, and click OK to see the results.

For more information about how to filter data, see Filter data in a range or table .

Save your work

Click the Save button on the Quick Access Toolbar , or press Ctrl+S.

If you’ve saved your work before, you’re done.

If this is the first time you've save this file:

Under Save As , pick where to save your workbook, and then browse to a folder.

In the File name box, enter a name for your workbook.

Click Save .

Print your work

Click File , and then click Print , or press Ctrl+P.

Preview the pages by clicking the Next Page and Previous Page arrows.

The preview window displays the pages in black and white or in color, depending on your printer settings.

If you don’t like how your pages will be printed, you can change page margins or add page breaks .

Click Print .

Activate and use an add-in

On the File tab, choose Options , and then choose the Add-Ins category.

Near the bottom of the Excel Options dialog box, make sure that Excel Add-ins is selected in the Manage box, and then click Go .

In the Add-Ins dialog box, select the check boxes the add-ins that you want to use, and then click OK .

If Excel displays a message that states it can't run this add-in and prompts you to install it, click Yes to install the add-ins.

For more information about how to use add-ins, see Add or remove add-ins .

Find and apply a template

Excel allows you to apply built-in templates, to apply your own custom templates, and to search from a variety of templates on Office.com. Office.com provides a wide selection of popular Excel templates, including budgets.

For more information about how to find and apply templates, see Download free, pre-built templates .

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10 Engaging Excel Projects For Students (Beginner’s List)

Excel is a powerful tool that can help students organize, analyze, and visualize data. Whether you’re a beginner or an expert, there are endless possibilities for what you can create with Excel.

In this article, we’ll showcase ten fun and engaging Excel projects that are perfect for students. From budget trackers and quiz games to data visualizations and grade trackers, these projects will help you learn more about Excel and how to use its powerful tools to create amazing things.

So let’s get started and discover the exciting world of Excel!

If you like an entire list of projects you can do in Excel, then click on our hyperlink to get a list of Fun excel project Ideas .

10 Excel Projects For Students

1. simple budget plan.

This project is a great introduction to using Excel for beginners. It involves creating a spreadsheet that tracks a person’s or family’s income and expenses. The goal is to help the user understand where their money is going and make better financial decisions.

To complete the project, start by creating a new spreadsheet in Excel. Then, create a table with columns for different income sources (e.g. salary, investments, gifts, etc.) and expenses (e.g. housing, food, transportation, etc.). Next, enter sample data into the table to see how the budget looks.

Once the basic budget is set up, try using formulas and functions in Excel to automatically calculate the total income and expenses. This will make it easy to see how much money is available for savings or additional spending.

Finally, add some visualizations to the budget plan to make it easier to understand and interpret the data. For example, use pie charts or bar graphs to show the breakdown of income and expenses by category.

Overall, this project is a fun and practical way for beginners to learn the basics of Excel and gain valuable skills in personal finance management.

2. Excel Quiz Game

Project 2 is a fun and engaging Excel project that allows students to test their knowledge of a subject they are studying in school. The project involves creating a quiz game using Excel’s powerful tools and functions. To start, students will need to think of a subject they want to create a quiz for, such as math, history, or science.

Next, students will need to gather a list of questions and answers related to the chosen subject. These can be found in textbooks, online resources, or by asking a teacher for help. Once the questions and answers have been gathered, students can start building the quiz game in Excel.

To create the quiz game, students will need to use a variety of Excel features, including formulas, functions, and formatting options. They can use formulas to calculate scores and create simple games like true or false and multiple choice. They can also use functions like IF and VLOOKUP to make the quiz more interactive and engaging.

Once the quiz game is complete, students can share it with their classmates and friends to test their knowledge and see who gets the highest score. This project is a great way for beginners to learn more about Excel and how to use its powerful tools to create fun and engaging projects.

3. Survey Analysis

Project 3 is a fantastic Excel project that allows students to turn their survey data into stunning data visualizations. With this project, students can conduct a survey on any topic they’re interested in, import the data into Excel, and use its powerful tools and functions to create beautiful charts, graphs, and pivot tables.

To start, students will need to think of a topic they want to survey people about, such as their favourite type of food, their opinions on a current event, or their favourite hobby.

Next, students will need to create a survey using a tool like Google Forms or Survey Monkey. They can then distribute the survey to a group of people, either in person or online, and collect their responses. Once the responses have been collected, students can import the data into Excel.

To create the data visualisation, students will need to use a variety of Excel features, including charts, graphs, and pivot tables. They can use these tools to explore the data and identify patterns and trends. For example, they might create a pie chart to show the percentage of people who prefer each type of food, or a bar graph to show the most popular hobbies among the survey participants.

Once the data visualisation is complete, students can share it with their classmates and teachers to illustrate the results of the survey. This project is a great way for beginners to learn more about Excel and how to use its powerful tools to create engaging data visualisations.

4. To-Do List

Project 4 is an essential Excel project for students who want to stay organized and on top of their tasks.

To start, students will need to create a new Excel spreadsheet and create a table with columns for the task name, due date, priority, and status. They can then add rows for each task they need to complete, including the task name, due date, and priority.

To make the to-do list more interactive, students can use Excel’s powerful tools and functions. For example, they can use the IF function to create a conditional formatting rule that changes the background color of a task based on its priority (e.g. red for high priority tasks, yellow for medium priority tasks, and green for low priority tasks). They can also use the SUM function to calculate the total number of tasks on the to-do list and the COUNTIF function to count the number of tasks in each priority level.

Once the to-do list is complete, students can use it to track their progress and stay on top of their tasks. They can also share the to-do list with their classmates and teachers to collaborate and stay organized. This project is a great way for beginners to learn more about Excel and how to use its powerful tools to create useful and interactive lists.

5. Grade Tracker

Project 5 is a useful Excel project that allows students to track their grades and monitor their progress in school. To start, students will need to create a new Excel spreadsheet and create a table with columns for the subject, assignment type, assignment name, and grade. They can then add rows for each assignment they have completed, including the subject, assignment type, assignment name, and grade.

To make the grade tracker more interactive, students can use Excel’s powerful tools and functions. For example, they can use the SUM and AVERAGE functions to calculate their overall grade in each subject and their overall grade point average (GPA). They can also use the IF function to create a conditional formatting rule that highlights their best and worst grades in each subject.

Once the grade tracker is complete, students can use it to monitor their progress and identify areas where they need to improve. They can also share the grade tracker with their parents and teachers to keep them informed of their academic performance. This project is a great way for beginners to learn more about Excel and how to use its powerful tools to create useful and interactive tables.

6. Schedule Planner

One of the biggest challenges for students is staying organized and keeping track of their classes, assignments, and other activities. A schedule planner is a useful tool that can help you manage your time and stay on top of your responsibilities.

To create a schedule planner in Excel, start by setting up a basic table with columns for each day of the week and rows for each hour of the day. You can use the formatting tools in Excel to make the table look attractive and easy to read.

Next, use the data entry tools in Excel to enter your class schedule and other activities. For each class or activity, include the name, location, and time. You can also add details like the professor’s name, the class code, or the type of activity (lecture, lab, study group, etc.).

Once you have entered your schedule, use the formulas and functions in Excel to automatically calculate the total time you will spend in each class or activity. This will help you see at a glance how your time is allocated and where you may need to make adjustments.

7. Simple database

A database is a collection of data that is organized and structured for efficient storage and retrieval.

To build a simple database in Excel, start by deciding what kind of data you want to store and organize. For example, you could create a database to track your personal contacts, your class schedule, your study notes, or your grades.

Next, set up a basic table in Excel to store your data. Each column in the table should represent a different piece of information (e.g. name, phone number, email address, etc.) and each row should represent a different record (e.g. a different contact, a different class, a different note, etc.). Use the formatting tools in Excel to make the table look attractive and easy to read.

Once you have set up your table, use the data entry tools in Excel to input your data. Be sure to enter the data accurately and consistently, using the same format for each piece of information. For example, if you are storing phone numbers, be sure to use the same format (e.g. 555-555-5555) for each one.

Overall, a database can be a powerful tool for managing and analyzing large amounts of information and is a valuable skill for students to learn.

8. Recipe Book

Creating a recipe book with Excel is a fun and easy project that can help beginners learn more about the program. To start, you will need to create a new spreadsheet and input your recipe data into it. This can include the recipe name, ingredients, instructions, and any other relevant information. Once you have entered this data, you can use Excel’s formatting and layout tools to organize and present your recipes in a professional and attractive way.

One of the key features of Excel that you will use in this project is its ability to insert and manipulate images. You can use this feature to add images of your dishes to your recipe book, which can make it more visually appealing and easier to follow. To do this, simply insert your images into your spreadsheet and use Excel’s formatting tools to resize and position them.

Another useful feature of Excel is its ability to create and use links. In this project, you can use links to connect your recipes to online sources, such as recipe websites or video tutorials. This can be a great way to provide your readers with additional information and resources.

Overall, creating a recipe book with Excel is a fun and engaging project that can help beginners learn more about the program and develop their skills. It is also a useful tool that can help you organize and share your favorite recipes with others.

9. Job application tracker

A jobs application tracker is a useful tool that can help you keep track of your job search and improve your chances of success. With Excel, you can easily create a tracker that allows you to organize and manage your job applications in one place.

To start, you will need to create a new spreadsheet and input your data into it. This can include information such as the job title, company name, application date, and status. You can also include additional details such as the job description, salary, and contact information.

Once you have entered your data, you can use Excel’s formatting and layout tools to organize and present your information in a clear and professional way. For example, you can use color-coding to highlight important details or create charts and graphs to visualize your progress.

Another useful feature of Excel is its ability to sort and filter data. With this feature, you can easily search for specific jobs or companies, or sort your data by application date or status. This can help you quickly find the information you need and focus on the most important applications.

Overall, creating a jobs application tracker with Excel is a simple and effective way to manage your job search. It can help you stay organized and focused, and improve your chances of finding the right job.

10. Shopping List

Creating a shopping list with Excel is a simple and effective way for students to plan and manage their grocery shopping. With Excel, you can easily create a list that allows you to organize your items and track your purchases.

To start, you will need to create a new spreadsheet and input your data into it. This can include the names of the items you need to buy, the quantity, and the estimated cost. You can also include additional details such as the store or brand, and any notes or special instructions.

Once you have entered your data, you can use Excel’s formatting and layout tools to organize and present your information in a clear and easy-to-use format. For example, you can use color-coding to highlight important items or create a total column to calculate the estimated cost of your shopping trip.

Another useful feature of Excel is its ability to sort and filter data. With this feature, you can easily search for specific items or stores, or sort your data by category or price. This can help you quickly find the information you need and make better shopping decisions.

Overall, creating a shopping list with Excel is a simple and effective way for students to plan and manage their grocery shopping. It can help them save time, money, and effort, and make their shopping trips more organized and efficient.

In conclusion, Excel is a powerful and versatile program that can help students develop important skills and improve their academic performance. The 10 engaging Excel projects listed above are a great way for students to learn more about the program and how to use its various features. These projects can also help students develop important skills such as problem-solving, critical thinking, and data analysis, which are essential for success in school and in the workplace. Whether you are a beginner or an experienced user, these projects are a fun and engaging way to learn more about Excel and improve your skills.

Practice And Learn Excel Online For Free

Welcome to Excel Practice Online!

Now you can practice Excel everywhere! You can even practice on your mobile phone!

Every function and tool has an explanation followed by an online excel exercise which can be solved within the page itself, no need to download anything – All thanks to the amazing powers of Excel Online!

The tutorials are sorted from beginner level to advanced level. If you like this site please share it with your friends! 🙂

Tip for mobile phone users – tap twice on the cell you want to edit in order to edit it.

• Free Excel Courses and Resources
• Excel Self-Assessment Tool
• Free Excel Online Exercises
• Excel Basics – Zero to Hero
• Excel Tests
• Top 10 formulas and functions in Excel
• Vlookup – Tutorial with Example and Exercise Sheet
• Pivot Tables Tutorial
• Excel Shortcuts – Windows and Mac
• HOT! – Excel Mortgage Calculator – Calculate your mortgage payments and get the payment schedule for the entire period of the loan – Step-by-step tutorial on how to build a Mortgage Calculator in Excel.
• New! Excel Online Cheat Sheet – A Quick Guide To Excel’s Web Version
• Can’t find what you’re looking for? Suggest a tutorial here!
• Excel Basics – Start here if you are new to Excel! Learn how Excel works, how to perform basic calculations, and how to use cell references to save time and increase efficiency!
• Addition (Plus)
• Subtraction (Minus)
• Multiplication
• Excel Shortcuts for Windows – Master Excel Shortcuts to save time and increase efficiency!
• Excel Shortcuts for Mac – Learn how to make the most of Excel on your Mac!

Formulas/Functions

• SUM function – Sum multiple values in Excel
• MAX – find the maximum value in a range
• MIN – find the minimum value in a range
• COUNT – Count numeric values in a range
• COUNTA – Count numeric and textual values
• AVERAGE – Calculate average of a range
• Filtering in Excel – Learn how to filter your data using Excel’s Filter Tool
• Excel Sort – Learn how to sort your data in Excel.
• Flash Fill – Excel’s hidden gem for auto-completing data based on a pattern
• Remove Duplicates – Remove duplicate values in a single column or multiple columns!

Intermediate

Conditional.

• IF function – check if a condition is met
• NESTED IF – Multiple if conditions
• Conditional Formatting – Format Excel Cells based on criteria
• COUNTIF – Count cells in range which meet a certain criteria
• SUMIF – Sum range based on criteria
• AVERAGEIF – Calculate the average of a range based on criteria
• SUMIFS – Sum cells using multiple criteria
• COUNTIFS – Count cells using multiple criteria
• MAXIFS – Find maximum value in a range based on criteria
• MINIFS – Find minimum value in a range based on criteria
• AND/OR – Check if multiple criteria are met (Works great when combined with an IF function!)
• ISBLANK – Check if a cell is blank or not
• VLOOKUP – lookup value and return corresponding value from a table
• HLOOKUP – lookup value and return corresponding value from a table
• Hot!!! XLOOKUP – Excel’s next generation lookup function which combines the best features from VLOOKUP, INDEX MATCH, HLOOKUP and IFERROR/IFNA

Pivot tables

• Pivot Table – Quickly Analyze and Summarize your data using Excel’s most powerful tool!

Text Formulas

• LEFT, MID, RIGHT – Basic Text Functions
• HOT! – TEXTBEFORE & TEXTAFTER – Extract text before or after a delimiter using Excel’s brand new powerful functions!
• HOT! – TEXTSPLIT – Split your text into multiple cells using this super powerful new function!
• TEXTJOIN – Easily combine multiple cells using delimiter
• CONCAT – Combine range of cells without delimiter
• CONCATENATE – Combine two cells or more into one cell
• LEN – Find the length of a cell
• FIND – Find the position of a text within another text (Case-sensitive)
• SEARCH – Find the position of a text within another text (Case-insensitive)
• SUBSTITUTE – Replace text with another text in a cell/expression
• TRIM – Remove extra spaces from the text
• LOWER, UPPER, PROPER – Convert text to lowercase, uppercase and proper case
• VALUE – Convert data stored as text into values
• TEXT – Convert and format numbers into text
• Text to Columns – Quickly split a column into multiple columns using a delimiter. Bonus – Quickly change date formats or convert text to numbers!
• FORMULATEXT – display a formula in another cell as text

Date functions

• DAY, MONTH, YEAR – Extract day, month and year from a date in Excel
• DATE – Create a date from individual values
• WEEKDAY – Return the number of the day of the week
• EOMONTH – Return the date of the last day of the month based on a specific date

Index & Match lookup

• INDEX – Retrieve cell in nth position in a range
• MATCH – Find position of value in a range
• INDEX MATCH – Just like VLOOKUP, only better.

Other advanced tools

• SUMPRODUCT – Sum the products of Excel ranges
• Excel Wildcards – Advanced searching and matching in Excel
• Advanced Filter – Filter by multiple criteria in the same column, or even in different columns!

Power Query

• Combine data from multiple Excel workbooks using Power Query
• Column from Examples tool – Learn the secret to mastering Power Query without any prior knowledge!
• Unpivot columns easily using Power Query

Secret Excel Functions

This section covers Excel functions that are not available in most of Excel’s versions. These functions will unlock a new set of capabilities such as fining only unique values, sorting, and filtering – the tutorials below will help you with mastering Excel’s new functions!

• UNIQUE – Extract unique values from a range
• SORT Function – Sort range dynamically
• SORTBY – Sort range dynamically by using another range
• FILTER Function – Filter range by specific criteria
• RANDARRAY – Create an array of random numbers 
• SEQUENCE – Create a range of sequential values
• LET – Assign values and calculations to names to improve your formula’s ease of use, readability, and performance!
• HOT! – LAMBDA – The mother of all functions that will help you create amazing and powerful custom functions for your own need! 
• VSTACK – Vertically stack arrays/ranges in Excel
• HSTACK – Horizontally stack arrays/ranges in Excel
• CHOOSEROWS – Return specific rows from a range or array
• CHOOSECOLS – Return specific columns from a range or array
• TOROW – Convert a range/array into a single row
• TOCOL – Convert a range/array into a single column

Financial Functions

Learn how to use Excel to make financial calculations!

• Excel Financial Calculator – quickly calculate PV, FV, PMT, NPV, IRR
• PMT – Calculate the periodic payment amount of a loan, mortgage, or another financial instrument
• PPMT & IPMT – Find the Principal and Interest portion of a certain payment
• PV – Find the Present Value of a loan, mortgage, or any other financial instrument 

Excel Macros – VBA (Visual Basic for Applications)

• Start here – How to run your first VBA Macro in Excel without knowing VBA? 

Excel Data Sheets for Practice

Want to do some freestyle practice? Create your own Excel playground with our blank excel Worksheet!

• Excel-Online Blank Worksheet
• Excel Practice Data

How to Calculate in Excel – Excel-Online Calculators

• How to Calculate GPA in Excel
• How to Calculate BMI in Excel
• How to Calculate Density in Excel
• How to Calculate Weighted Average in Excel

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Create a Gradebook on Microsoft Excel: Make a Weighted Points Grade Sheet

A simple way to record your students’ grades

Last Updated: September 27, 2023 Fact Checked

Create a New Workbook

Create the layout, calculate grades with formulas, assign letter grades, weight assignments, expert q&a, things you'll need.

This article was co-authored by wikiHow staff writer, Kyle Smith . Kyle Smith is a wikiHow Technology Writer, learning and sharing information about the latest technology. He has presented his research at multiple engineering conferences and is the writer and editor of hundreds of online electronics repair guides. Kyle received a BS in Industrial Engineering from Cal Poly, San Luis Obispo. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 228,256 times. Learn more...

Microsoft Excel is a great program for creating simple grade books! Using a spreadsheet (and a couple formulas) will reduce the time it takes to record and calculate grades. You don’t need to be familiar with Excel to follow our quickstart guide. This wikiHow article will walkthrough how to create a point-based grade book on Microsoft Excel.

Things You Should Know

• Create columns for student names, assignment grades, total points, possible points, numeric grade, and letter grade.
• Use the SUM function to add each student’s assignment points, then use the “/” division operator to divide their total earned points by the total possible points.
• Weight assignments by assigning more or less points.

• Alternatively, there are free templates for grade books online! Click More templates on the home page to search for “grade book” templates. You may see different templates depending on what version of Excel you’re using.
• The web app version of Excel has two grade book templates, one for points-based grading and another for percentage-based grading.

• For more general spreadsheet info, check out our guide on making a spreadsheet in Excel .

• Double click "Sheet1" at the bottom window. "Sheet1" should be highlighted.
• Type a name for the sheet. For example, “Section 1.”
• Press Enter .

• Click cell A1 to select it.
• Type the instructor’s name and press Enter . This will move your selection to A2.
• Type the class name in A3. For example, “World Geography.”
• Type the section number and meeting time in A4.
• Enter the term in A5. For example, “Fall 2022”

• This guide will cover one way to arrange your grade book. However, there are infinite ways to format an Excel spreadsheet . Try different templates and formats to find what works best for you!

• Select A7 and type “Student Number.” Row 7 will contain the column headers for each type of information you have in your grade book.
• Select A8 and type the number 1. Press Enter to enter the number in the cell and move down one.
• Type the number 2 in A9.
• Click and drag the cursor from A8 to A9. Both cells should be highlighted with a box around them.
• Hover your cursor over the lower right corner of the box until the cursor becomes a plus + (this is called the fill handle).
• Click and drag until you have a list of numbers for each student in your section.

• Select B7 and type the column header “First Name.”
• Select C7 and type the column header “Last Name.”
• Type in the students’ first and last names in columns B and C.

• You’ll insert the students’ assignment grades under each column.
• Note: For this guide, we’ll use a point-based grading structure, meaning each assignment is worth a certain amount of points.

• Note: Make sure to check your spreadsheet calculations by doing a few calculations by hand. This is a great way to catch any errors in your spreadsheet.
• Read more about the SUM function in our complete guide.

• Alternatively, you can type in the range instead.
• For example, if you have 5 assignments in columns D through H and the student names start on row 8, you’ll enter D8:H8

• Select the cell with the total summation formula. Click and drag the fill handle (the square in the bottom-right of the selection) down to the last student to automatically apply the sum formula to each row.
• Using our earlier five-assignment example, let’s say there are 10 students. The second student summation should now have a range of D9:H9, the third student D10:H10, down to the last student with D17:H17.

• Enter the possible points in each cell below the header.
• For example, if each assignment is out of 10 points, and there are five assignments, the possible points will be 50.

• The “/” symbol will divide the total cell by the possible points cell, giving you the student’s grade as a value under 1.
• For example, if a student earned 45 total points out of 50 possible points, their grade will be 0.90 (90 percent).

• You can change the grades to percentages by selecting the grade values and changing the data type to “percentage.” Find this by navigating to Fields tab > Properties group > Data Type .

• Compare the student’s grade to your grading structure.
• Insert the letter associated with that student’s grade.
• For example, if an “A” is 89 to 100 percent and a student scores a grade of 93, place an “A” in the “letter” column.

• For example, a 20-point assignments has double the weighting of a 10-point assignment.
• To weight entire categories, make their points add to the percentage of the total grade you want the category to represent.
• For example, if your course has 100 total points and you want five quizzes to represent 20 percent of the total grade, each quiz should be worth 4 points.

• Always give your grade-book a title, by clicking on the "file" tab, choose "Save As", in the Save As window, choose a location and type a name for your document. Press "Save" when ready to save. Thanks Helpful 0 Not Helpful 0
• Refer to Excel's extensive "Help" menu when in need. It offers tools on creating statistics of data. Thanks Helpful 0 Not Helpful 0
• To find out what operating system your PC has, press "Start", right click on "Computer", scroll down and click on "Properties", a system dialog box will appear with basic information about your computer. Thanks Helpful 0 Not Helpful 0

• Be sure to confirm that the equations you created for your grade book are calculating correctly. Thanks Helpful 4 Not Helpful 1
• Make sure you save your progress throughout to prevent losing information as you work. Thanks Helpful 2 Not Helpful 1
• Always save a backup of your grade book and maintain hard copies. Thanks Helpful 1 Not Helpful 2
• Computer with Windows 7, XP, or Vista
• Microsoft Office Excel 2010

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Nov 25, 2020

Assign tasks with @mentions in Excel for the web 

Scott McFadden

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Hi, Office Insiders. My name is Scott McFadden and I’m a Program Manager on the Excel team. I’m thrilled to share that you can now assign tasks with @mentions in your worksheets in Excel for the Web.

Assign tasks

When collaborating with others, you can now use @mentions in comments to create and assign tasks within your worksheets. The people to whom you assign the tasks will receive email notifications, letting others know you need them to act.

How it works

• Right-click the cell that contains the information you want to comment on and select New Comment .
• Write your comment and type @ followed by the name of the team member you want to tag.

• Select the Assign to check box to convert your comment into a task.

Scenarios to try

• Reassign a task
• Type @ followed by the name of the team member you want to reassign the task to in the response field, and then select the Reassign to check box.

The person to whom you reassigned the task to will be notified via email that they’ve been assigned the task.

• Hover over the circle at the top of the comment, and click Resolve thread .
• Hover over the cell that contains the comment, and then click Reopen thread .

Known issues

If you assign a task using Excel for the web, it’s tracked through all interactions and reassignments, so you can see its history. However, since tasks are only available at this time to enterprise users in Excel for the web, you can’t yet reassign tasks that have been created in Excel for the web using Excel for Windows. You can reply to the comment, resolve or reopen the task, and see the comment history, but you won’t be able to see the task history.

For example, if you assign a task in Excel for the web and later open the document in Excel for Windows, you’ll see the comment, but not the task. If you reopen the document in Excel for the web, you will see the task and be able to interact with it.

Requirements

To see Tasks on Web, the Excel file must be stored in OneDrive for Business.

Availability

This feature is available in Excel for the Web. We are working to bring this feature to Excel for Windows desktop in the future.

There are a couple of ways to give feedback and suggestions:

• Click Help > Feedback .
• Add #AssignTasks in your feedback so that we can easily find input about the feature.

Learn what  other information you should include in your feedback  to ensure  it’s actionable and reaches the right people. We’re excited to hear from you!   

Sign up for the  Office Insider newsletter  and get the latest information about Insider features in your inbox once a month!

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How to Create Macros in Excel: Step-by-Step Tutorial (2024)

Get ready to have your mind blown! 🤯

Because in this tutorial, you learn how to create your own macros in Excel!

That’s right! And you don’t need to know VBA (Visual Basic for Applications)!

Instead, you will use the Excel macro recording feature to send your spreadsheet experience into overdrive! 🚀

So, read on and try it out yourself using this practice Excel workbook .

Table of Contents

What are Excel macros?

How to record excel macros, how to run an excel macro, run excel macro from a shortcut key, saving macro-enabled workbooks.

A macro is a small program or set of actions that you can run repeatedly. Excel macros are used to automate repetitive tasks to save a lot of time and hassle.

For example, open and take a look at the practice Excel workbook.

Businesses would often have lists like this one. These are potential customers they might want to reach out to and market their products.

Notice how Columns C to H are just pieces of information extracted from Columns A & B. (Learn how to extract strings from texts in this tutorial !)

To streamline the worksheet, you can hide Columns A & B. You can also hide the rest of the columns on the right starting from Column I.

Let’s do this using Excel macros!

1. Click on the View tab in the Excel ribbon

2. Next, click on the Macros button on the right side of the View ribbon

3. This will open the Macros drop-down.

Click Record Macro .

4. Enter a name for your macro, something like Hide_Columns .

Excel macros can be stored in the Personal Macro Workbook. This is saved in the system files of Microsoft Excel and macros saved here can be used in other workbooks. For this Excel macro tutorial, you only need to save the macros in the current Excel file.

4. Select S tore macro in: This Workbook then click the OK button.

Excel is now recording your actions to create a macro.

5. Select Columns A & B and then right-click on the highlighted Column Bar to Hide them.

6. Then select Column I and press Ctrl + Shift + Right Arrow to include all remaining columns on the right.

7. Right-click on the highlighted Column Bar then click on Hide .

Your worksheet should now look like this:

To end the macro recording:

8. On the View ribbon, click on Macros and select Stop Recording .

Good job! 👏

You have created your first macro in Excel!

But wait, where is the recorded macro?

To view all of the available Excel macros :

1. Select View Macros .

2. This opens the Macro window. Saved macros will be listed here and you can Run whichever one you need.

You can also click on Edit to view the VBA code window.

3. The VBA code editor opens.

Notice the Hide_Columns Sub procedure. You don’t have to write or edit VBA code for the macro.

Excel automatically generated each code line based on the recorded keystrokes and mouse clicks.

The Record Macro feature is powerful enough for general spreadsheet automation needs.

But if you want to customize your own VBA macro, you can learn more about Visual Basic for Applications (VBA) here .

Using the Developer tab

Let’s record another macro to Unhide the hidden columns.

This time, you can record the macro from the Developer tab.

The Developer tab gives you access to a lot of useful Microsoft Excel features such as the Visual Basic Editor . It also allows you to quickly insert form controls such as buttons and checkboxes .

However, the Developer tab is not visible in the Excel ribbon by default.

1. Right-click on the Excel ribbon.

Select Customize the Ribbon .

2. This opens the Customize Ribbon window.

On the right side, check the Developer tab checkbox.

3. You should now see the Developer tab.

To start recording the Unhide macro:

1. Click on the Record Macro button in the Developer tab.

2. Name this macro Unhide_Columns .

3. Click OK .

The recording has started.

4. Press Ctrl + A twice to select all cells.

5. Right-click anywhere on the Column Bar then click Unhide .

6. Click on the Stop Recording macro button to finish up.

Great work! 👌

Now you have two recorded macros that can be executed.

To run your macros:

1. Click on the Macros button from the Developer tab.

2. In the Macro window, select the macro Hide_Columns and click on Run .

The macro executes the actions recorded earlier and hides the unnecessary columns.

You can also run macros from the View ribbon.

Run Excel macro from the View tab

This time, run the Unhide_Columns to show all the columns.

1. On the View ribbon, click the Macros button and select View Macros .

2. Select the Unhide_Columns macro and Run it.

This unhides all the columns in the worksheet.

As you can see, the Macro window allows you to quickly run all the available macros.

But you can execute them even faster by using buttons and shortcuts ❗

Run Excel macro from a button

For this next example, you will assign macros to buttons which will be located on top of the table.

1. Insert 2 rows above the table headers. Select Row 1 then press Ctrl + Shift + Plus Sign(+) twice.

2. To create a button, click on Insert > Illustrations > Shapes .

Then select the Rectangle .

3. Draw a rectangle and format it as you’d like. Label it “HIDE”.

This will be your HIDE button. Place it between columns A & B so it will be hidden with the columns when the macro runs.

4. To assign a macro, right-click the shape and select Assign Macro .

5. In the Assign Macro window, select Hide_Columns and click OK .

The Hide button now works!

Now, do the same for the Unhide_Columns macro.

6. Create another rectangle button and label it “UNHIDE”.

7. Repeat Steps 4 & 5 but this time, assign the Unhide_Columns macro.

Now you can quickly run your macros using the HIDE and UNHIDE buttons.

It is sometimes better to run macros using a keyboard shortcut.

For this next example, you want to quickly highlight people on the list that expressed interest in the business.

To create a macro for this:

1. Select any cell within the table.

2. On the Developer tab, toggle ON the Use Relative References button.

3. Start recording with the Record Macro button on the Developer tab .

Or, you can also click the Record Macro button on the Status Bar .

4. Name the macro Mark_Interested .

Then assign a shortcut key. For example, Ctrl + Q .

Click OK . The recording has now started.

4. Highlight the row of the Active Cell using the keyboard shortcut Shift + Space Bar .

When selecting cells or expanding selections while recording a macro, it is best to use keyboard shortcuts. This is so that Excel can record the selections as relative references . For example, if you select Row 4 by clicking on the Row Bar , Excel will record this as an absolute reference . This means it will always select Row 4 regardless of the currently Active Cell . When you use the Shift + Space Bar shortcut instead, it tells Excel to select the row of the current Active Cell .

5. Apply the formatting:

• Fill using the color Green
• Change font color to White

6. End the macro recording from the Status Bar

Try to use the shortcut Ctrl + Q to quickly apply formatting to entire rows.

If you save the practice workbook, this window will pop up:

This is because the practice workbook is currently saved with the .xlsx file extension which does not support macro features.

To save properly, change it to the .xlsm file extension for macro-enable workbooks.

Keep this in mind when saving your work.

Congratulations! 🤩

You are now familiar with Excel macros.

Try to record your own macros and start saving time ⏱️ on your work!

That’s it – Now what?

The examples above are very useful though they are quite simple.

You can record macros for more complex functions. Such as creating custom charts or selectively copying rows of data to another workbook.

But recording and playing macros is just the tip of the iceberg.

With VBA programming, you get access to a whole different level of Excel automation. 🤖

And while Visual Basic may seem overwhelming at first, you can start slow with basic variables and IF statements. These are much easier than you might think!

Learn all that and much more in my free 30-minute online VBA course here .

Other resources

If you want to know more about the inner workings of the record macro feature, check out my Excel macro tutorial for beginners on YouTube .

You can also dive right into VBA by reading this article or watching this introductory video on VBA and macros !

Hope you enjoyed this article!

Microsoft Excel

9 minute read

The Beginner’s Guide to Excel Charts

Kat Boogaard

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Join the Excel conversation on Slack

Ask a question or join the conversation for all things Excel on our Slack channel.

You’ve probably heard that Excel is a great tool for storing and analyzing a bunch of data. But, let’s face it—rows and rows of digits can be plain hard to look at. This is where our Excel chart tutorial comes in.

While spreadsheets themselves aren’t that interpretive and can be challenging to wade through, charts enable you to display that data and any trends or results in a visual way. In doing so, that seemingly complex data is far easier to digest, comprehend, and ultimately take action on.

Here's the amazing thing: Excel charts look awesome, but they really aren’t that complicated to create. And, the even better news? We’re here to walk you through the process step-by-step with an Excel chart tutorial.

Step up your Excel game

Download our print-ready shortcut cheatsheet for Excel.

Growth in email subscribers: An Excel charts case study

Meet Lucy. She works on the marketing team at her company and is primarily responsible for all of the email marketing campaigns.

She has to deliver a presentation to her organization’s leadership team, where she’ll highlight the growth of email subscribers over the past 12 months. She really wants to knock the presentation out of the park—because, when you boil it down, this information proves that she’s doing her job well.

Currently, she has the total number of email subscribers for each month of 2017 in a simple Excel spreadsheet that looks like this:

Sure, the numbers themselves show impressive growth, and she could simply spit out those digits during her presentation. But, she really wants to make an impact—so, she’s going to use an Excel chart to display the subscriber growth she’s worked so hard for.

How to build an Excel chart: A step-by-step Excel chart tutorial

1. get your data ready.

Before she dives right in with creating her chart, Lucy should take some time to scroll through her data and fix any errors that she spots—whether it’s a digit that looks off, a month spelled incorrectly, or something else.

Remember, the charts you build within Excel are going to pull directly from your data set. So, whatever errors you have there will also appear in your chart. Taking even just a little bit of time to check over your data could prevent you from having to go back and make changes after you see something off in your chart.

You should also ensure that you have descriptive column headers for your data. In this case, it’s pretty straightforward: Lucy has a column header for the month and a column header for the number of email subscribers.

TIP: Checking over data is pretty simple when you have a really small data set like Lucy, but it can become a little more cumbersome when you have hundreds or thousands of rows of data.

If you spot an issue, use Excel’s “find and replace” feature to correct all instances of that error. Go to the edit menu at the top of the page, and then type in the mistake you want to find and what it should be replaced with.

For example, if Lucy realized she spelled “September” as “Setpember” she could use this feature to replace all instances where it’s spelled incorrectly.

2. Insert chart and select chart type

With her data cleaned up, Lucy is ready to insert her chart into her spreadsheet. To do so, she’ll highlight all of the data (including column headers!) she wants included in her chart.

Once her data is highlighted, she’ll head to the “Insert” menu in the ribbon and select what type of chart she wants to use to display her data.

Excel offers tons of different types of charts to choose from, including:

• Scatter plot
• Numerous other more advanced charts

Want to learn more about column charts in particular? Check out this video.

If you’re unsure what type of chart to use, you can click the “Recommended Charts” button to see options that Excel suggests based on what appears in your data. This isn’t foolproof, but it can certainly help to give you some direction.

In this case, because Lucy wants to display a trend in her data over time, she knows that a line chart is probably her best bet. So, she selects a line chart from those options.

After doing so, her chart instantly appears within the same tab of her Excel workbook. That’s it—she’s just created her chart. Pretty easy, right?

3. Double-check your chart

Now with her chart is created, it's a good time for Lucy to take another quick peek and make sure nothing is unexpected or looks out of place.

In this case, since we’re working with such a small data set, it’s not a huge issue. But, when you’re working with a much larger set of data, mistakes can slip past much easier.

If you see a huge spike that you weren’t expecting or anything else that makes you hesitant, it’s best to return to your original data set to confirm there aren’t any errors that you didn’t catch the first time.

4. Customize your chart

At this point, the chart is created—and, you can stop here if you’re happy with it.

But, since Lucy works in marketing, she wants to make some changes to the colors to match her company’s branding, as well as add axis titles and a legend to make her point explicitly clear.

Let’s start by changing the colors. Here’s the important thing to remember about customizing a chart within Excel: You should click directly on the portion of the chart that you want to edit. So, if Lucy wants to change the line from orange to blue, she should click directly on the line—so that those formatting dots appear all around it.

When she’s clicked on the item that she wants to change, she’ll right-click on the line and select “Format Data Series.”

A quick note: The exact language here can vary depending on what portion of the chart you’re clicked into (for example, if you’re changing the white space around the chart, it’ll say “Format Chart Area”). In short, just look for the “Format” option.

After selecting “Format Data Series,” Lucy clicks the paint can for the color and then selects orange. Her line then changes from blue to orange.

To do so, she clicks within her chart and then visits the “Chart Design” tab in the ribbon (you must be clicked in your chart for this “Chart Design” tab to appear!). Within that menu, she’ll click “Add Chart Element” and select “Axis Titles”.

She’ll insert each axis title—the horizontal and the vertical—separately and enter the appropriate name for each. After doing so, they’ll appear on her chart.

Finally, Lucy wants to add a legend. It’s not really necessary on a data set like this (since there’s only one line displaying data). But, for clarity’s sake, we’ll go through the steps to add one.

Again, Lucy will click within the chart, head to the “Chart Design” tab, click the “Add Chart Element” button, and select “Legend.”

She’ll need to select where she’d like it to appear on her chart. This is all up to personal preference, so Lucy selects the right side of her chart.

When she does so, her new legend appears.

But, wait… what if you regret your chart choice?

Sometimes it can be hard to visualize what your data will look like in chart form until you’ve actually created the chart.

So, what happens if Lucy had created this line chart—but, after seeing it, she thinks that a bar chart would be better? Does she have to start all over again from scratch?

Absolutely not! Excel makes it easy to swap out the type of chart you’re using—even after it’s created.

To do so, click within the chart, go to the “Chart Design” tab, find the “Change Chart Type” button, and select the type of chart you want to swap to.

Take note that after doing so, you might have to reformat some of the colors selected (since Lucy chose to have lines displayed in orange when editing her line graph , that’s what’s showing up even in the column graph).

But, otherwise, swapping out your chart type is as easy as that.

Ready to build your own charts?

Charts are a great way to visualize your data and present it in a way that’s far more digestible than endless rows of digits. And, the best part? Excel charts really aren’t challenging to create.

Follow this step-by-step guide, and you’ll end up with a chart that summarizes your data in a way that’s painless to analyze.

Ready to try some advanced techniques? Check out this advanced Excel charts tutorial .

Ready to become a certified Excel ninja?

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Kat is a writer specializing in career, self-development, and productivity topics. When she escapes her computer, she enjoys reading, hiking, golfing, and dishing out tips for prospective freelancers on her website.

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6 Ways to Assign Letter Grades in Microsoft Excel

Have you ever found yourself facing the formidable task of assigning letter grades to a vast array of scores? Whether you’re a dedicated educator, a meticulous instructor, or simply someone in need of an efficient grading solution, you’ve landed in the right place.

In the world of data analytics, Microsoft Excel shines as a versatile tool that can simplify complex tasks. One such challenge is the assignment of letter grades, whether for students’ academic achievements or evaluating the performance of sales teams. While manually creating tables might be an option, we’re here to show you a smarter way.

In this tutorial, we’ll explore how you can harness the power of Excel to automate the process of assigning letter grades.

No need for manual, time-consuming grading—instead, you’ll discover easy-to-use formulas, VBA scripting, and Office Scripts to streamline the task. So, grab your Excel workbook filled with scores waiting to be graded, and let’s dive into the world of efficient grading solutions.

Reasons to Assign Letter Grades in Excel

Letter grading is a common practice to convert numerical scores to alphabetic grades that people easily understand and relate to.

For example, if you say you scored 80 on a match test, this might not make a good impression on the audience. However, if you say that you’ve secured a grade A on your math test, your audience can easily understand that you’re among one of the top scorers in math in your class.

Also, the letter grading system allows educational institutes or anyone else who is using it to segregate hundreds of scores into a few grades. For instance, there are 300 salespersons in your business and you need to segregate them into four performance levels, like A, B, C, and F.

Find below some reasons to use letter grading in Excel:

Letter Grading in Education

• Excel allows educators to quickly calculate and assign letter grades to a large number of students’ scores, saving time compared to manual calculations.
• It ensures a consistent grading system, minimizing errors and promoting fairness in grading.
• Excel provides flexibility to customize grading criteria to suit specific courses, assignments, or grading scales.

Letter Grading in Business

• Excel enables employers and managers to assess employee performance based on predefined grading criteria using English alphabets like A, B, C, D, etc.
• It promotes objective and data-driven performance evaluations by assigning letter grades to various job-related metrics.
• Excel provides a digital record of employee evaluations, which is valuable for HR documentation and future reference.

Letter Grading for Small-Scale Use

• When you learn a skill online or do mock tests at home to prepare yourself for an upcoming competitive test, you can grade your performance using letter grades in Excel.
• You can use this skill to track personal goals and achievements. Thereby, you help yourself stay motivated and focused on improvement.
• You can use letter grading in personal finance as well. Assigning letter grades to budget categories in Excel can provide you with a quick overview of financial health and areas that you can improve.

Assign Letter Grades Using the IF Formula

The IF function is the easiest of all methods that enable you to grade scores with alphabets like A , B , C , etc. It’s also available in most Excel desktop and online versions. Find below the steps you need to follow:

• A column header called Candidates in column A
• The column header GPA in column B
• Another column header Grades in column C
• Populate the rows of columns A and B with the relevant data.

• In the first row (cell B2 ) below the column header Grades , copy and paste the following IF function:
• Hit Enter to get the letter grade for the first candidate.

• Now, drag the Auto Fill handle of the selected cell and pull it down until to the cell where there’s data available in the adjacent column B .
• Excel will populate the letter grades for the rest of the GPA scores instantly.

If you’re using the same GPA scale and letter grading system, which is the popular one in the US, just make the following changes in the above function so it works on your own worksheet:

• Replace all the occurrences of cell reference B2 in the formula with another cell reference where you got a score to be graded.

Using the IFS Function

If you’re using the Excel desktop app 2019 or newer and the Excel for the web tool, instead of using a long nested IF function to grade scores with letters, you can use the IFS function.

Find below the IFS function you can use for the same dataset used in the IF-formula-based method earlier in this tutorial:

Again, you need to change the cell reference in the above formula, which is B2 to use the formula in your worksheet without any errors.

For example, if the scores are in column D , you should enter D2 in place of B2 in the above function.

Use the VLOOKUP Function to Assign Letter Grades

When it comes to assigning letter grades to scores in Excel, the VLOOKUP function proves indispensable.

This function enables you to search for a specific value (e.g., a score) in a table or range and retrieve a corresponding value (a letter grade) from another column.

Therefore, you can create a separate table with score-to-grade mappings, making it easy to assign letter grades automatically. Here are the instructions you can follow:

• Create column headers like Candidates , GPA , and Grades in one table of the worksheet
• Populate the data as needed in the above data columns
• Create another table for the reference data of GPA and letter grades under the column headers GPA and Letter Grades
• Again, populate the data for the above reference table as well
• Use the Sort Smallest to Largest option in Home > Editing > Sort & Filter to sort the reference data table

• Now, highlight the cell of the second row in column C (Grades column) and enter this formula:
• Hit Enter to get the letter grade for the respective score in the cell B2 .

• Now, use the Auto Fill drag box to copy and paste the same formula across all the rows of the Grades column.

Here’s how you can modify the above formula:

• Change the cell reference for the lookup value, which is B2 according to your own dataset.
• Also, modify the look-up table address reference which is, $E$2:$F$13 and the column index 2 according to your worksheet.

Assign Letter Grades Using the SWITCH Function

The SWITCH function is a dynamic tool for grading in Excel. It excels in scenarios where you have multiple conditions and outcomes to evaluate.

Instead of nesting multiple IF functions or creating complex VLOOKUP tables, SWITCH simplifies the process.

You provide a single value or expression, and SWITCH compares it to multiple values and their respective outcomes.

Here’s how you can use the SWITCH function to grade scores with letters in Excel:

• Select a cell where you want to populate the letter grade for the corresponding score.
• Enter the following formula into it and hit Enter :

• Excel will generate the letter grade instantly.
• Now, use the Auto Fill handle and drag it until the last value in the column.
• You should see the grades for the rest of the scores.

Constructing a SWITCH formula is truly easy. You need to add an expression at the beginning, which is TRUE in this case. Then, simply add the logic, like B2=4, "A" , B2=3.7, "A-" , and so on.

You can change the target values of B2 according to your own worksheet. For example, B2=90% , and the grade for the corresponding score will be A .

Using Power Query to Assign Letter Grades in Excel

Find below how you can use Power Query and custom formula in Power Query to assign letter grades to score in Excel:

Firstly, you need to export your worksheet data or import an external database to the Power Query Editor. To do so, simply go to Data > Get Data and choose a data connector like From Database > From SQL Server Database .

For Excel worksheet data, simply highlight the data to be exported and click Data > From Table/Range . Click OK on the dialog that shows up to export data to Power Query.

Once you’re on the Power Query Editor with the score dataset, follow these steps:

• Bring up the Custom Column wizard by clicking Add Column > Custom Column .
• In the New column name field, enter the column name of your choice, like Grades .
• Inside the Custom column formula , copy and paste the following formula into the formula field:
• Click OK to save the newly created column.

• You should see a new column with letter grades relative to the imported dataset.

Now, you can export the new column along with the imported dataset of scores by following these steps:

• Click the File tab.
• Choose the Close and Load To option in the context menu that shows up.

• On the Import Data dialog, select the Existing worksheet option.
• Also, select a range of cells as a destination on the worksheet.
• Click OK to complete the exporting process.
• Delete the existing GPA column.

That’s it! You’ve successfully assigned letter grades in Excel using Power Query.

Automatically Assign Letter Grades to Scores Using Excel VBA

Excel VBA lets you automate the whole process of letter grading in Excel. You just need to supply the input data. Find below the steps to follow:

• Press Alt + F11 to bring up the Excel VBA Editor .
• Click Insert and choose Module .
• Copy and paste the following script inside the blank module:
• Click the Save button and close the VBA Editor .

To use the macro, follow these steps:

• Press Alt + F8 to bring up the Macro dialog box.
• Choose the AssignLetterGrades macro.
• Click Run to execute the macro.

You can easily customize the VBA script by following the comments added in the script.

Use Office Scripts to Assign Letter Grades in Excel

If you need to automate letter grading tasks in Excel for the web app, you can use Office Scripts . Find below the script and steps to use it:

• Click Automate and choose the New Script option.
• In the Code Editor panel, copy and paste the following script:
• Click the Save script button.
• Click the Run button to execute the script.

Here’s how you can use the script:

• Enter GPA values in the cell range E2:E13 and Letter Grades in the cell range F2:F13 .
• Change the cell address B2 in the above script to another cell address according to your worksheet.
• To change the GPA values ( column E ) and Letter Grade ( column F ) references in the script, you need to modify the entries like $F$2 and $E$2 in all the nested IF functions.
• To populate letter grades in the relevant columns or cell ranges, modify the cell addresses in the code element selectedSheet.getRange("C2").autoFill("C2:C7", of the above script.

Conclusions

Now you can efficiently and programmatically grade student or work performance scores in Excel. For occasional need and small-scale use, you should rely on Excel functions like IF , IFS , VLOOKUP , and SWITCH .

When you’re importing a large dataset containing scores from a third-party database site or a different Excel file, you can use Power Query . It lets you transform scores into grades and import the transformed dataset to your desired worksheet.

Finally, for large-scale and frequent letter grading of scores in Excel, you can automate the process up to 90% by using scripting tools like Excel VBA and Office Scripts .

Did this article help? Don’t forget to comment below.

Did I miss a method? Do mention that in your comment.

Looking for another easy tutorial on an Excel topic that you want to learn? Write it in the comment box.

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Anyone using any of those methods other than Vlookup (or a related Lookup function) has to be crazy.

VLOOKUP can be equally crazy since it relies on the look table beiunng sorted. If someone changes this order, they can unintentionally change the grades.

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Excel Template-Student Assignment Planner

I am using the "Student Assignment Planner1" template to create a calendar of events. I love the template but would like for the calendar to list the description of the assignment on the calendar instead of just saying "Assignment Due!", but I'm not sure how to accurately look up and return the assignment description.

Here is the formula that I'm looking to update on the "Month View" Worksheet:

=IF(LEN(B6)=0,"",IF(COUNTIF(Assignments[DUE DATE],DATE(MoYear,@MoMonthNum,B6))>0, "Assignment due!" ,""))

Thanks in advance for any help!

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Replies (2) .

• Microsoft Agent |

I understand you wanted to change the formula, so it shows more details than just showing “ Assignment due!”.

Based on your post, I tried searching for a solution and found some posts with similar requirement, please check the links for reference:

Complicated formula -help appreciated

student assignment planner help

Editing a Weekly Assignment Template

I am trying to use the student assignment planner template…

Third-party link disclaimer:  Microsoft provides no assurances and/or warranties, implied or otherwise, and is not responsible for the information you receive from the third-party linked sites or any support related to technology.

If you need any help, let me know, I will be happy to assist.

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