12のシナリオで学ぶエクセル英語 -よく使う単語と例文、会話例 -

英語でエクセル業務をできますか？

ビジネスの現場でますます重要になっているExcelスキルと英語に焦点を当てて記事にしてみました。
この記事では、Excelを使った業務を効率的に行うために必要な英単語、英語表現やテクニックを12の異なるトピックを通して紹介します。
それぞれのシナリオでは、実務でよく使用される場面を想定して、具体的な例を用いて説明します。
例えば、データの集計や分析、グラフの作成、マクロの利用、そしてこれらを英語で説明する方法などが含まれます。
この記事を通じて、Excel業務をよりスムーズに、そしてプロフェッショナルなレベルで英語で遂行するための知識を深めることができるでしょう。

エクセルでよく使われる単語と例文集30選

1. Spreadsheet (スプレッドシート): 表計算用の文書。
- I organized the data in a spreadsheet.
- スプレッドシートにデータを整理しました。

2. Cell (セル): スプレッドシートの個々の箱。
- Enter the value in cell B5.
- B5のセルに値を入力してください。

3. Formula (数式): 計算を行うための式。
- Use a formula to calculate the sum.
- 合計を計算するために数式を使います。

4. Function (関数): 特定の計算を実行するためのプリセット式。
- The SUM function adds all the numbers in a range.
- SUM関数は範囲内の全ての数字を加算します。

5. Row (行): スプレッドシートの横の列。
- Add a new row below the current one.
- 現在の行の下に新しい行を追加してください。

6. Column (列): スプレッドシートの縦の列。
- The data is organized by columns.
- データは列によって整理されています。

7. Range (範囲): セルのグループ。
- Select the range A1 to A10.
- A1からA10までの範囲を選択してください。

8. Chart (チャート): データを視覚的に表示するグラフ。
- Create a chart to illustrate the sales data.
- 売上データを説明するためのチャートを作成してください。

9. Pivot Table (ピボットテーブル): データの集計と分析を行うためのツール。
- Use a pivot table for complex data analysis.
- 複雑なデータ分析にはピボットテーブルを使用します。

10. Filter (フィルター): 特定の条件に基づいてデータを絞り込む機能。
- Apply a filter to see only the relevant data.
- 関連するデータのみを表示するためにフィルターを適用してください。

11. Sort (並び替え): データを特定の順序で整理する機能。
- Sort the data by date in ascending order.
- データを昇順で日付順に並び替えてください。

12. Merge (結合): 複数のセルを一つにまとめる操作。
- Merge the selected cells to create a title.
- 選択したセルを結合してタイトルを作成します。

13. Split (分割): セルを複数の小さなセルに分ける操作。
- Split the cell into two for better organization.
- より良い整理のためにセルを二つに分割してください。

14. Macro (マクロ): 複数の操作を自動化するためのスクリプト。
- I created a macro to automate the monthly report process.
- 月次報告プロセスを自動化するためにマクロを作成しました。

15. Workbook (ワークブック): 複数のスプレッドシートを含むファイル。
- Save all the data in a single workbook.
- 全てのデータを一つのワークブックに保存してください。

16. Data Validation (データ検証): セルに入力されるデータのタイプを制限する機能。
- Use data validation to prevent errors in cell input.
- セル入力のエラーを防ぐためにデータ検証を使用します。

17. Conditional Formatting (条件付き書式): 特定の条件に基づいてセルの書式を変更する機能。
- Apply conditional formatting to highlight important data.
- 重要なデータを強調するために条件付き書式を適用してください。

18. Freeze Panes (ウィンドウ枠の固定): スクロールしても常に表示されるセルの範囲を設定する機能。
- Freeze the top row to keep the headers visible.
- ヘッダーを常に表示するために上の行を固定します。

19. Gridlines (グリッドライン): スプレッドシート上のセルの境界を示す線。
- Turn off the gridlines for a cleaner look.
- よりクリーンな外観のためにグリッドラインをオフにします。

20. Hyperlink (ハイパーリンク): セルにリンクを設定する機能。
- Insert a hyperlink to the source document.
- ソースドキュメントへのハイパーリンクを挿入してください。

21. Indent (インデント): テキストをセルの中で左右にずらす機能。
- Increase the indent to improve the text alignment.
- テキストの整列を改善するためにインデントを増やしてください。

22. Justify (両端揃え): テキストをセル内で両端揃えにする機能。
- Justify the text for a uniform appearance.
- 均一な外観のためにテキストを両端揃えにします。

23. Wrap Text (テキストの折り返し): セル内でテキストを自動的に次の行に折り返す機能。
- Wrap the text to prevent it from spilling over into the next cell.
- テキストが隣のセルにはみ出さないように、テキストの折り返しを使用します。

24. Alignment (配置): セル内のテキストの位置を調整する機能。
- Adjust the alignment to center the text in the cell.
- セル内でテキストを中央に配置するために、配置を調整してください。

25. Border (ボーダー): セルの周囲に線を追加する機能。
- Add a border to each cell for better readability.
- 読みやすさを向上させるために、各セルにボーダーを追加してください。

26. Fill (塗りつぶし): セルに背景色やパターンを追加する機能。
- Fill the cells with a light blue color to differentiate sections.
- セクションを区別するために、セルを薄い青色で塗りつぶしてください。

27. Font (フォント): テキストの書体やサイズを変更する機能。
- Change the font to Arial for a more modern look.
- よりモダンな外観のために、フォントをArialに変更してください。

28. Number Format (数字の形式): 数字の表示形式を設定する機能。
- Set the number format to currency for the financial data.
- 財務データのために、数字の形式を通貨に設定してください。

29. Page Layout (ページレイアウト): 印刷時のページの設定を変更する機能。
- Adjust the page layout for optimal printing.
- 最適な印刷のためにページレイアウトを調整してください。

30. Data Series (データ系列): グラフやチャートで使用されるデータのグループ。
- Edit the data series to reflect the latest figures.
- 最新の数値を反映するためにデータ系列を編集してください。

12のビジネスシーンシナリオとよく使うエクセルフレーズ

Scenario 1: Data Analysis

Useful Phrases:
- "Let's analyze this data using Excel's PivotTable."
- "Can you help me sort this data by..."
- "We should use filters to narrow down our search."
- "What do the trends in this data tell us?"
- "I'll create a chart for a visual representation of these figures."

Conversation:
Akira: "Emi, we have a lot of sales data from last quarter. I need to find some trends."
Emi: "Let's analyze this data using Excel's PivotTable. It's perfect for spotting trends in large datasets."
Akira: "Good idea. Can you help me sort this data by region and product type?"
Emi: "Sure. I'll also use filters to narrow down to specific months. That way, we can see monthly trends more clearly."
Akira: "Thanks, Emi. Once we have the sorted data, what do the trends in this data tell us about our best-selling products?"
Emi: "I'll look into that and also create a chart for a visual representation. It'll be easier to present our findings to the team."

Scenario 2: Budget Planning

Useful Phrases:
- "Let's use Excel to forecast our budget for the next quarter."
- "We need to allocate funds for each department."
- "Can you update the expenditure sheet?"
- "Let's compare our actual spending against the budget."
- "We should highlight any variances in the budget."

Conversation:
Rina: "Taro, we need to start planning our budget for the next quarter."
Taro: "Let's use Excel to forecast our budget. We can create a detailed spreadsheet for each department."
Rina: "That's a good start. We need to allocate funds for marketing, R&D, and operations."
Taro: "I'll set up the initial template. Rina, can you update the expenditure sheet with last quarter's actuals?"
*Rina: "Will do. Once we have that, let's compare our actual spending against the planned budget."
*Taro: "Good idea. We should also highlight any variances in the budget. It'll help us identify areas where we need to adjust our spending."

Scenario 3: Scheduling and Resource Allocation

Useful Phrases:
- "Let's create a project timeline in Excel."
- "We need to allocate resources for each task."
- "Can you set up a Gantt chart for this project?"
- "Let's track the progress of each task in Excel."
- "We should update the schedule regularly."

Extended Conversation:
Yuto: "Managing this project's timeline is getting challenging with so many tasks."
Hana: "Let's create a project timeline in Excel. We can allocate resources and set deadlines for each task."
Yuto: "That sounds efficient. Can you set up a Gantt chart for this project? It will help us visualize the timeline."
Hana: "Of course. I'll include all the tasks and assign team members to each one."
Yuto: "Perfect. Let's track the progress of each task in Excel. We can have weekly updates to see if we are on track."
Hana: "Agreed. We should update the schedule regularly to reflect any changes in our project plan."

Scenario 4: Inventory Management

Useful Phrases:
- "Let's update our inventory records in Excel."
- "We need to track our stock levels."
- "Can you create a formula to alert us when inventory is low?"
- "Let's categorize the products for easier tracking."
- "We should reconcile our inventory with sales data."

Conversation:
Kenji: "Maya, our inventory levels seem off. We need to address this."
Maya: "Let's update our inventory records in Excel. We can track each product's stock level there."
Kenji: "Good plan. Can you create a formula to alert us when any item's inventory is low?"
Maya: "Sure, I can set up conditional alerts for low stock. Also, let's categorize the products for easier tracking."
Kenji: "That would be very helpful. Once we have that, we should reconcile our inventory with the sales data to ensure accuracy."

Scenario 5: Sales Forecasting

Useful Phrases:
- "Let's use Excel to project our sales for the next year."
- "We need to analyze historical sales data."
- "Can you apply a trendline to our sales chart?"
- "Let's model different sales scenarios."
- "We should consider seasonal variations in our forecast."

Conversation:
Aiko: "We need to prepare a sales forecast for next year."
Sota: "Let's use Excel to project our sales. We can start by analyzing our historical sales data."
Aiko: "That's a good approach. Can you also apply a trendline to our sales chart to visualize growth patterns?"
Sota: "Absolutely. Additionally, let's model different sales scenarios, considering factors like market trends and new product launches."
Aiko: "Agreed. And we should definitely consider seasonal variations in our forecast to be more precise."

Scenario 6: Employee Scheduling

Useful Phrases:
- "Let's create the employee shift schedule in Excel."
- "We need to ensure adequate coverage for each shift."
- "Can you format the schedule for easy readability?"
- "Let's distribute the schedule to the team for feedback."
- "We should update the schedule regularly for any changes."

Conversation:
Hiroto: "The current way we're scheduling shifts is a bit chaotic. We need a better system."
Naomi: "Let's create the employee shift schedule in Excel. It'll be easier to manage and update."
Hiroto: "That would streamline things. We need to ensure adequate coverage, especially during peak hours."
Naomi: "I'll format the schedule for easy readability and distribute it to the team for feedback."
Hiroto: "Great, and let's make sure to update it regularly for any shift swaps or changes."

Scenario 7: Financial Reporting

Useful Phrases:
- "Let's compile the financial reports in Excel."
- "We need to consolidate data from different departments."
- "Can you use formulas to calculate the quarterly figures?"
- "Let's ensure all the financial data is accurately represented."
- "We should automate the report generation process."

Conversation:
Keiko: "We have to prepare the quarterly financial report soon."
Daichi: "Let's compile it in Excel. We can consolidate data from sales, marketing, and operations."
Keiko: "That sounds efficient. Can you use formulas to automatically calculate the total revenue and expenses?"
Daichi: "Sure thing. I’ll also set up data validation to ensure accuracy. Plus, I think we should automate the report generation process to save time in the future."

Scenario 8: Customer Data Management

Useful Phrases:
- "Let's organize our customer data in Excel."
- "We need to segment the customers for targeted marketing."
- "Can you create a dashboard to view customer trends?"
- "Let's update the customer contact information."
- "We should analyze customer purchase patterns."

Conversation:
Yui: "Our customer data is a bit disorganized. We need better management."
Ryo: "Let's organize it in Excel. We can segment customers based on their purchase history and preferences."
Yui: "That would be great for targeted marketing. Can you also create a dashboard to easily view customer trends?"
Ryo: "Absolutely, I’ll include key metrics. And let's make sure to regularly update their contact information."

Scenario 9: Advanced Financial Analysis

Useful Phrases:
- "Can you integrate the financial data from multiple spreadsheets?"
- "Let's use VLOOKUP to match and compare financial entries."
- "We should apply a nested IF function for conditional financial analysis."
- "Can you create dynamic charts linked to our financial data?"
- "Let's use data validation to ensure accuracy in financial inputs."

Conversation:
Takashi: "We need a comprehensive analysis of our regional financials. The data is spread across multiple spreadsheets."
Akane: "I can integrate them using VLOOKUP to match and compare entries from different regions. It'll give us a consolidated view."
Takashi: "That would be great. Also, can we apply a nested IF function to categorize expenses based on certain conditions?"
Akane: "Sure, I'll set that up. I'll also create dynamic charts that are linked directly to this consolidated data for real-time financial visualization."
Takashi: "Perfect. And let's use data validation rules to prevent errors in future financial entries."

Scenario 10: Customer Relationship Management (CRM)

Useful Phrases:
- "Let's integrate our CRM data with Excel for deeper analysis."
- "We can use pivot tables to segment customer data efficiently."
- "Can you set up advanced filters to manage large customer datasets?"
- "Let's automate the data import process from our CRM software to Excel."
- "We should use macros to streamline repetitive data processing tasks."

Conversation:
*Yuko: "Our current CRM system is good, but we need deeper analysis capabilities."
*Hiro: "Let's export the data to Excel. We can use pivot tables for efficient customer segmentation and trend analysis."
*Yuko: "That would give us better insights. Can you also set up advanced filters to handle our large customer datasets?"
*Hiro: "Certainly. I'll automate the data import process as well. And to save time, I'll use macros for repetitive tasks like monthly data updates."
*Yuko: "Great thinking. That will make our CRM data analysis much more efficient."

Scenario 11: Detailed Project Management

Useful Phrases:
- "Can you create a detailed project plan with dependencies in Excel?"
- "Let's use conditional formatting to highlight critical milestones."
- "We can track resource allocation using complex formulas."
- "Can you set up automatic alerts for approaching deadlines?"
- "Let's integrate real-time data feeds to keep the project plan updated."

Conversation:
Ken: "This upcoming project has many moving parts. We need a detailed plan."
Naoko: "I can set up a comprehensive project plan in Excel with dependencies and milestones. We can track everything from start to finish."
Ken: "That's essential. Also, can we use conditional formatting to highlight critical dates and deliverables?"
Naoko: "Absolutely. I'll also include formulas to track resource allocation across different project stages."
Ken: "And if we could have automatic alerts for deadlines, that would be a game-changer."
Naoko: "I'll do that, and also integrate real-time data feeds to ensure the project plan is always current."

Scenario 12: Complex Data Consolidation and Analysis

Useful Phrases:
- "Can you consolidate data from various sources into a single Excel workbook?"
- "Let's use advanced array formulas to process complex data sets."
- "We need to implement data slicers for interactive data exploration."
- "Can you set up macros for automating regular data updates?"
- "Let's use Power Query for integrating and transforming large amounts of data."

Conversation:
Mayumi: "We're facing challenges in consolidating our quarterly data. It comes from various sources and in different formats."
Satoshi: "Let's bring all the data into a single Excel workbook. I can use Power Query to integrate and transform the data from these diverse sources."
Mayumi: "That would be helpful. The data sets are complex; can we use advanced array formulas for more sophisticated processing?"
Satoshi: "Absolutely, that's doable. We can also implement data slicers to make our data exploration interactive and user-friendly."
Mayumi: "Excellent idea. Also, since we do this every quarter, can you set up macros to automate the data consolidation and preliminary analysis?"
Satoshi: "I'll work on that. It'll save us a lot of time and ensure consistency in our data processing routine."