Excel Terminology for Beginners

Excel Terminology for Beginners

Here is a list of useful terminology to help beginners get to grips with Microsoft Excel to help build arguments, queries and general knowledge.

TermDescription
Active cellThe current selected cell. Only one cell can be active at any one time and is highlighted by a heavy border.
Active sheetThe current sheet that you are working on. The name of the tab of the active sheet is bold. Multiple sheets can be selected and ‘active’ at one time.
AddressThe path to an object, document, file, page, or other destination.
ArgumentThis is the logic that Excel must use to perform an operation or calculation. The type of argument that a function uses is specific to the function. Arguments that are used within functions include numbers, text, cell references and names.
ArrayAn array is a range of consecutive cells that are grouped together. They are usually denoted by a colon “:” between the first and the last cell of the range. An array can refer to a row (A1:B1), a column (A1:A2) or a table (A1:B2).
Array formulaArray formulas can calculate one or more items in an array. These can be multi-cell arrays or single-cell arrays.
Calculated columnA calculated column uses a single formula that adjusts for each row and automatically expands to include additional rows in that column so that the formula is immediately extended to those rows.
Calculated fieldCalculated fields are formulas that can refer to other fields in an Excel pivot table.
Calculated itemCalculated items are formulas that can refer to other items within a specific pivot field.
Cell referenceThe cell reference shows the name of the cell or table being selected.
ChartA chart is a graphical representation for data visualisation. Charts allow for easier comparison and identification of trends.
Circular referenceA circular reference refers to an incidence where the output of a formula or function in a cell influences one or more cells which is used in its own calculation, creating an endless loop.
Column headingThe column heading is the grey row above row 1 is used to identify each column in the worksheet. This in combination with the row headings give the cell reference at the point of intersection.
Conditional formatChanges the visual formatting of the cell based on certain criteria.
ConstantA constant is a hardcoded entry or value in a cell and is not calculated by a formula.
CriteriaThe ‘criteria’ parameter is a condition that must be met in the ‘range’ parameter within certain Excel functions.
Data validationA feature that allows certain inputs based on rules or a predefined list.
DelimiterA special character that acts as a separator within a data string. For example a name separated by a comma – Smith, John. You can separate the data into different cells using the ‘Text to columns’ feature in Excel.
DependentsCells which reference other cells in a formula or function.
Destination areaIs the range of cells that hold the summarised data in consolidation.
Drop down list boxA drop down list is a data validation function that lets the user select an option from a list of choices.
Embedded chartAn embedded chart appears on the same sheet as its data source as opposed to a sheet of its own.
Error codeAn error code indicates that Excel does not recognise something and is unable to return a suitable value. This can be due to a cell reference that doesn’t exist, a numerical calculation that is not possible or misspelling of a function etc.
Evaluate formulasA feature that methodically works through formulas and functions in a step by step fashion. It allows users to debug long and complex formulas and functions.
External referenceAn external reference is a reference to an external workbook.
Field (pivot table)Areas that are used to layout data in a pivot table.
Fill handleLocated at the bottom right-hand corner of a selected cell or cell range. When hovered over the mouse pointer turns into a cross and if double clicked will auto-fill cells below to the end of the data range.
FilterThe filter feature allows users to focus on crucial elements of the data set by temporarily excluding all non-relevant data based on the chosen criteria.
FormulaA formula is a type of equation that shows the correlation between two or more variables.
Formula barThe input box of the spreadsheet pane. The formula bar allows you to input formulas or values into the active cell, or to display the formula or contents of the currently selected cell.
Formula paletteA formula palette is a tool that helps users create or edit formulas and provides information about functions and their arguments.
Freeze panesThis feature freezes the selected row and/ or column so that they always remain visible while scrolling across the sheet. This is very useful when looking at multiple data sets or large tables on one screen.
FunctionA function is a preset formula that performs mathematical and/ or logical tasks
GridlinesThese are light grey borders which show the boundaries of the cells. These are not visible on printed documents. You can remove gridlines by going into the Excel options tab.
Gridlines (charts)Gridlines extend from any horizontal and vertical axes across the plot area of the chart.
IdentifierAn identifier, or sometimes a unique identifier (UID) is a unique reference that allows data from an updated data source to be accurately matched to the relevant row in your data set. This could be an employee ID, or a combination of first and last names.
IndexThe index function returns a value or the reference to a value from within a table or range. This is frequently paired with the ‘match’ function to specify the column and row number which intersect to return the correct value.
MacrosMacros are a sequence of instructions or inputs that can be copied via keyboard and mouse or written with VBA code. Once complete the macro can be activated with a single click or keyboard shortcut. This is perfect for repetitive multi-step tasks.
Merged cellMerged cells is a feature which allows you to combine two or more adjacent cells into one.
Mixed referenceA mixed reference is where part of the reference is absolute and part is relative. An example would be dragging a formula in a cell which references $A1. The $ prefix makes the column absolute so that dragging the to the left or right does not change the column that it is referencing, however if you drag the formula down it will reference the relative rows.
Named referenceA cell or range that has been named for ease of use. This can be managed via the Name Manager in the formulas tab.
Name boxThe name box shows the cell or name of the table selected. It can also be used to rename cells, cell ranges and tables.
NestingThis is when a formula or function is placed within another. This usually occurs when a function requires the value output from another, therefore the inner function can pass a result directly to the outer function.
Number formattingSpecifies how to display the value contained with a cell. This can be date, time, percentage, currency etc.
Page breakA dotted line indicating the end of the printed page in an Excel worksheet.
ParameterA parameter is a limit or boundary which defines the scope of a particular process or activity. Arguments can include a ‘criteria’ parameter and a ‘range’ parameter to return matching values.
PasswordPassword protection can be used to prevent others from accessing data in your Excel files.
Pivot tableAn extraction of your original table with source data. Pivot tables allow for easy and quick manipulation of data sets, allowing users to slice and summarise data in a variety of ways.
PrecedentsCells which are referenced by a function or formula in another cell.
ProtectA feature to protect specific cells, worksheets, layouts and structure within a workbook.
RangeA range is a group of cells, usually in a row, column or table but don’t necessarily need to be adjacent to each other.
ReferenceA reference refers to a value in another cell. A relative reference changes according to where the formula is copied. For example if you copy the formula 1 row down and 2 columns right, the cell that it references will be 1 row down and 2 columns right of the originally referenced cell. If you want to avoid this you can lock the cell reference by prefixing the column letter and row number with a $ ($A$1).
Relative referenceBy default, a cell reference is a relative reference, which means that the reference is relative to the location of the cell.
Remote referenceA remote reference is a cell that references a cell or cell range in another worksheet.
RibbonThe ribbon is the menu at the top of the screen which holds menu items and tools.
Row headingThe row heading is the grey column to the left of column A is used to identify each row in the worksheet. This in combination with the column headings give the cell reference at the point of intersection.
Select all buttonThe select all button is located at the top left of every workbook at the origin of the row and column headings.
SlicerA more dynamic and efficient way to use filters. Especially in dashboards where slicers can update filters and multiple pivot tables simultaneously.
Sort orderA feature that allows the arranging of a dataset by a specified column in ascending or descending order by numerically or alphabetically.
TemplateA pre-built file which may have layouts, and formulas built in so that the file can be easily reused. Similar to letterheads.
Text to columnsA feature within excel that allows the separation of data via delimiters from a single to multiple columns.
TransposeA feature that allows data to be pasted in the opposite direction. For example, pasting 10 numbers in a single row into a single column.
Visual basicsAlso known as VBA, this is programming language/ codeused by Excel to write macros.
WorkbookA workbook is an Excel file.
WorksheetA sheet within an Excel file.
Wrap TextA feature which automatically adjusts the height of the cell to make all its content visible.