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A Brief Introduction to MS Excel

Introduction to MS Excel

MS-EXCEL is a spreadsheet program created by Microsoft Office Suite software. Excel is an amazing spreadsheet comprised of rows and columns. You can perform mathematical functions on different operating systems such as Windows, Android, iOS, and macOS.

The first version of MS-EXCEL was released in 1985. Since then, it has undergone several modifications. 

In this article, we will look into Excel in great detail. 

Introduction to EXCEL

MS Excel is a digital spreadsheet featuring an extensive grid of rows and columns. It is designed for graphical representation, data organization, and numerous calculations. Excel interface has a capacity of 1,048,576 rows and 16,384 columns. Cells are the intersection of columns and rows. It is identified by a unique address composed of the column name and row number (e.g., A1, D2), commonly referred to as a cell reference.

Primary Features of MS Excel

The Ribbon in MS Excel represents the uppermost row of tabs that serve many functions. These tabs include the following:

Home Tab

This tab provides essential features such as font change, text size, cell editing, and more.

Insert Tab

You can perform actions like clip art, charts, table insertion, link insertion, and image insertion. 

Page Layout

You can access spreadsheet settings to create margins, and modify height, width, orientations, and background in this section. 


You can select cells or cell ranges with specified values and work with a collection of preset formulas and functions. 


The Data tab offers several operations such as extensive datasets, including what-if analysis tools, data analysis tools, duplicate data removal, and more. 


This tab provides thesaurus functions, spell-checking, text translation, and tools for protecting and sharing worksheets and workbooks.


Managing the spreadsheet such as showing/hiding rulers and gridlines, freezing panes, and adding macros, can be done through this tab. 

Salesforce Integrations

Customer management becomes easier and you can personalize your client's experience with Salesforce, a one-of-a-kind CRM tool to streamline sales, marketing, and data with cloud technology. It enables you to connect with other businesses, potential clients, and your customer list. 

QuickBooks Integration With Salesforce 

It is pivotal to become an admin user on both platforms to set up the connection successfully. Check out the following steps to integrate QuickBooks into your Salesforce - 

  1. QuickBooks sign in as admin

  2. Visit the Apps section 

  3. Look out for the Salesforce connector from the apps section 

  4. Select the 'get the app' option 

  5. Follow the tool guidelines and subscribe 

  6. Select and agree to the Salesforce opportunity download option with QuickBooks 

  7. Sign in to Salesforce as an admin

  8. Select the connect option from Salesforce

Salesforce Account Assistance 

Xero is an accounting tool that helps to automate your workflow when integrated with Salesforce. You can create invoices on Xero with custom objects from Salesforce. Moreover, this tool gives you the liberty to create and update contacts from Salesforce records. Overall, it keeps your customer data and accounting data accessible in one place. 

QuickBooks Integration With Xero

The two software synchronize your data, save records, and automate invoices. You do not have to shuffle between tools anymore. Streamline your customer experience and ensure smooth data tracking and saving with Salesforce integration with Xero. 

Some of the benefits of this integration include - 

1. Invoice automation 

2. Contact updates 

3. Avoid task duplication 

4. Access to real-time data 

5. Generate valuable business plans 

Bottom Line 

Microsoft Excel is a powerful and evolving spreadsheet program. With its expansive grid, user-friendly interface, and rich array of features, one can quickly perform extensive mathematical calculations, track data, and integrate into Salesforce for data management with tools like Xero and QuickBooks.

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