Excel Lesson 2 – Excel Interface | Dataplexa
Lesson 2 · Basics Mixed

The Excel Interface

Before you start building anything in Excel, you need to feel comfortable looking at the screen. A lot of beginners open Excel, see all the buttons and bars everywhere, and immediately feel overwhelmed. In this lesson we are going to fix that. We will walk through every part of the Excel screen together so that by the end, nothing looks unfamiliar.

The Excel Screen at a Glance

When you open a new workbook in Excel, your screen is divided into several key areas. Each area has a specific job. Once you know what each one does, navigating Excel becomes second nature.

Let's look at the full interface and name every part:

Excel Interface — Labeled Overview
📄 Book1 — Excel Microsoft 365
① Quick Access Toolbar 💾 ↩ ↪
Home
Insert
Page Layout
Formulas
Data
Review
View
② Ribbon Tabs
B
Bold
I
Italic
U
Underline
🎨
Fill Color
A
Font Color
③ Ribbon Commands
A1
fx
=SUM(B2:B5)
④ Name Box & Formula Bar
A
B
C
D
E
1
Product
Revenue
Units
2
Alpha
12,400
320
3
Beta
9,850
215
Sheet1
Sheet2
⑥ Sheet Tabs
⑦ Status Bar

Seven numbered areas — each one does a specific job. Let's go through them one by one.

① The Quick Access Toolbar

Right at the very top of the screen you will find a small row of icons. This is the Quick Access Toolbar, and it is your personal shortcut strip. By default it shows Save, Undo, and Redo — but you can add any button you like to it.

To add a button, just right-click on any Ribbon command and choose Add to Quick Access Toolbar. If you find yourself clicking the same thing over and over every day, put it here and save yourself the clicks.

② The Ribbon Tabs

The Ribbon is the wide control panel that runs across the top of your screen. It is organized into tabs, and each tab groups related commands together. Here is what each tab is for:

Home
Your most-used tab. Formatting, font, alignment, number format, copy/paste, and conditional formatting all live here.
Insert
Add things to your sheet — tables, charts, PivotTables, images, shapes, and sparklines.
Page Layout
Controls how your sheet looks when printed — margins, orientation, page size, gridlines, and print area.
Formulas
Insert functions, manage named ranges, trace formula errors, and control calculation settings.
Data
Import external data, sort and filter, remove duplicates, use data validation, and launch Power Query.
Review
Add comments, protect sheets and workbooks, track changes, and spell check.
View
Freeze panes, split windows, zoom, hide gridlines, and switch between Normal and Page Break views.

③ The Ribbon Commands

Inside each tab, the actual buttons and tools are called Ribbon commands. They are grouped into labeled sections called groups. For example, inside the Home tab you have a Font group, a Alignment group, a Number group, and so on.

You do not need to memorise where everything is right now. As you work through each lesson, you will naturally learn which tab to go to for which task. The most important tab for everyday work is Home — you will spend most of your time there.

④ The Name Box and Formula Bar

Just below the Ribbon, on the left side, you will see a small white box. That is the Name Box. It always shows you the address of the cell you are currently in. If you click on cell D7, the Name Box shows D7. Simple.

But the Name Box does more than just display addresses. You can also type a cell address directly into it and press Enter to jump straight to that cell. On a large sheet with thousands of rows, this is much faster than scrolling.

Next to the Name Box, stretching across most of the screen, is the Formula Bar. This is where Excel shows you the actual contents of the selected cell. If the cell displays 35 on the grid, but it actually contains a formula, the Formula Bar will show you =A1+B1. The grid shows the result — the Formula Bar shows the truth.

Name Box & Formula Bar — What They Show
C3
fx
=SUM(B2:B5)
Name Box
Shows active
cell address
Formula Bar
Shows the actual
cell contents

You will use the Formula Bar constantly when working with formulas. It is the best place to read, edit, and understand what is actually happening inside a cell.

⑤ The Grid

The large white area in the middle of the screen is the grid — the actual spreadsheet where all your data lives. We covered the grid in detail in Lesson 1, so you already know about rows, columns, and cell addresses. What is worth knowing now is that the grid responds to everything you do in the Ribbon above it.

When you click on a cell, Excel highlights its entire column header and row number in a darker shade so you can always see exactly where you are. That visual anchor is especially useful when you are working with large tables that go far down the page.

⑥ Sheet Tabs

At the very bottom of the screen you will see one or more tabs labeled Sheet1, Sheet2, and so on. These are your worksheet tabs. Each tab is an individual grid — a separate page inside your workbook.

You can click between them to switch sheets, right-click a tab to rename it, and drag a tab left or right to reorder your sheets. The active sheet always appears with a white background, and inactive sheets are slightly greyed out.

Sheet Tabs — Active vs Inactive
Sales Data
Summary
Charts

A good habit is to name your sheets clearly from the start — Sales Data, Summary, Charts — rather than leaving them as Sheet1, Sheet2, Sheet3. It makes navigating your workbook much faster, especially when someone else opens your file.

⑦ The Status Bar

At the very bottom of the screen, below the sheet tabs, runs a thin bar called the Status Bar. It is one of the most underused parts of Excel, but once you know about it, you will use it all the time.

The Status Bar gives you instant calculations on whatever cells you have selected — without you needing to write a single formula. Select any range of numbers and the Status Bar instantly shows you the Sum, Average, and Count of those cells.

Status Bar — Instant Calculations
AVERAGE
15,250
COUNT
4
SUM
61,000

This is incredibly handy during quick data checks. You can also right-click the Status Bar to add more calculations to it, like Min, Max, and Numerical Count.

Navigating the Grid — Keyboard Shortcuts That Save You Time

Using a mouse to scroll around a large spreadsheet is slow. Excel has a set of keyboard shortcuts for navigation that become second nature very quickly. These are worth learning early because you will use them in every single lesson from here on:

Arrow Keys
Move one cell in any direction — up, down, left, right.
Ctrl + Arrow
Jump to the last filled cell in that direction. Great for reaching the bottom of a long column instantly.
Ctrl + Home
Jump straight back to cell A1 no matter where you are.
Ctrl + End
Jump to the last used cell in the sheet — the bottom-right corner of your data.
Ctrl + G
Open the Go To dialog. Type any cell address — like D500 — and jump there instantly.
Tab / Shift+Tab
Move one cell right or left. Useful when entering data across a row.

Customising Your View

One thing beginners often miss is that you can adjust how Excel looks to make working more comfortable. Under the View tab you will find a few settings worth knowing about:

Freeze Panes lets you lock your header row in place so it stays visible as you scroll down through thousands of rows. Without this, your column headers disappear the moment you scroll past row one — which makes reading your own data confusing. We will use Freeze Panes regularly once we start working with real datasets.

Zoom lets you scale the grid view up or down. If you are working on a small laptop screen, zooming out slightly gives you more data on screen at once. The zoom slider sits in the bottom-right corner of the Status Bar.

Hide Gridlines removes the light grey lines between cells. Some people find a clean white background easier to read, especially when building dashboards. You can toggle gridlines on or off at any time.

💡 Teacher's Note
Open Excel right now and spend five minutes just clicking through every Ribbon tab. Do not try to understand every button — just look. Get familiar with the layout. The goal is that when I say "go to the Data tab" in a later lesson, you already know roughly where to look. Five minutes of exploring now saves a lot of confusion later.

🟠 Practice

Q1. Which part of the Excel interface shows you the actual formula inside a cell, not just its result?




Q2. Which keyboard shortcut takes you instantly back to cell A1 from anywhere in the sheet?




Q3. Which Ribbon tab would you go to if you want to insert a chart into your sheet?



🟣 Quiz

Q1. You select a range of 10 numbers. Without writing a formula, where can you instantly see their sum?







Q2. What does the Name Box do when you type a cell address into it and press Enter?







Q3. Which Ribbon tab contains the option to Freeze Panes?






Next up — we go deeper into the Ribbon and walk through every tab in detail, so you know exactly what tool lives where before we start using them for real.