Mary Ann Wallner
Contact information:
walln003@csusm.edu
What You Will Be Learning
 Sort data by single or multiple columns
 Filter data by single or multiple criteria
 Manage a multi-sheet workbooks
 Learn to select the appropriate formula or
function for the task at hand
 Create formulas that include absolute
references and named ranges
 Create custom page headers and footers
 Apply styles and conditional formatting
2
New Features
 New features
 Number of rows on a worksheet has gone from 65,536 to




4
1,048,576
Number of columns has increased from 256 to 16,384
You can write longer formulas in the new resizable
Formula Bar
Improved ability to open corrupt files and recover some
of your files
Workbooks are more compressed; file size is
approximately 50 percent to 75 percent smaller than in
previous versions of Excel
Exploring the Excel 2010 Program Window
Quick Access toolbar
Title bar
Ribbon
Worksheet
area
5
Exploring the Excel 2007 Program Window
Office button
Ribbon
Worksheet
area
6
Quick Access toolbar
Title bar
Working with Tabs and the Ribbon
 There are 3 basic components to the Ribbon:
 Tabs – There are 7 located across the top each
representing a core tasks
 Groups - Each tab has groups that show related items
together
 Commands - Is a button which enters information, or a
menu
Tabs
Groups
Commands
Arrangement of buttons
can vary
7
More about Tabs and Ribbon
 The principal commands in Excel are gathered on the Home
tab
 Clipboard Group for Pasting/Cutting/Copy
 Font Group for Font formatting
 Alignment Group for centering or aligning text
 Cells Group for inserting/deleting cells, rows, columns, &
worksheets
 Groups - pull together all the commands needed for a
particular task
 Remain on display throughout the task they remain on display
8
The Office Button
 Access a menu that allows
you to issue commands at the
“file” level:
 Open an existing workbook
 Save the current workbook
 Print the workbook
 Change options for working with
Excel
9
Using Worksheets and Workbooks
 When Excel is opened a blank workbook is created
(called Book1) containing 3 worksheets
 A workbook can be made up of many worksheets
Click this last tab to
add a new
worksheet
Notice that this workbook has five
worksheets, as it has five tabs—one for
each worksheet
10
Naming Cells
 A worksheet is set up as a grid with rows and columns
 Intersection of each row and column = cell
 Each cell has its own name (reference)
 Active cell is where data entered is displayed
The active cell’s
reference is H4, as
displayed in the
Name Box
The cell name is derived from
the column and row headings
11
More About Groups
Once you have created a chart from the Insert tab
in the Charts Group then the Chart Tools tabs or
Contextual tabs of Design, Layout, & Format
become available
12
Adding buttons to the Quick Access Toolbar
 Click the arrow next to the Quick Access Toolbar
 Then click each of the commands you want to add
Don’t add too many
that it overtakes the
title bar
Adding Commands
 If you often use commands that are not easily
found - add them to the Quick Access Toolbar.
 For example, if you use AutoFilter every day,
and you don't want to have to click the Data tab
to access the Filter command
 Right-click Filter on the Data tab > then click
Add to Quick Access Toolbar
Remove a button > right-click the button on the toolbar
> then click Remove from Quick Access Toolbar
14
Dialog Box Launcher
When you see this arrow in the lower-right
corner of a group, there are more options
available for the group.
When you click the
Dialog Box Launcher in
the Font group, the
Format Cells dialog box
will open with the Font
tab displayed
15
Hide the Ribbon
 Create more room on the screen to work
Expanded view
Collapsed view
16
What About Your Favorite Keyboard
Shortcuts?
 The Ribbon design comes with 2 new shortcuts
advantages:
1.
2.
Shortcuts for every single button on the Ribbon.
Shortcuts that often require fewer keys.
Centering Text
 Press ALT to make the Key Tips appear
 Then press H to select the Home tab
 Press A, then C in the Alignment group to center the
selected text
17
A New View
 Page Layout View can now be seen on the bottom
right of the window.
 In this new Page Layout view you see:
 Page Margins
 Blue space between worksheets
 Rulers at the top and side help you adjust margins
 Easy way to add headers and footers
18
Zooming Through Your Worksheet
 Zoom in to get a close-up view of a worksheet
 Zoom out to see the full view
Zoom group on the
View tab of the
Ribbon
Zoom commands at the
bottom-right corner of the
Excel window
Zooming does not affect how a worksheet will
print.
19
Headers and Footers
 1st change to Page Layout view
 Then click in the area that says Click to add
header
 Immediately the Header & Footer Tools and the
Design tab appear
20
Mousing Around in Excel
 There are a wide variety of mouse pointer shapes, each
with a different purpose
21
Formulas
22
Formulas Can Contain
Numbers
1234567
Text
ABCDEF
Operations
+-*/%
Range Names
Range Addresses
23
3rd Quarter Revenue
$A$1,Data!B:3
Order of Operations
Excel uses the following order or operations when
evaluating a formula:
 First negation ( - ), then all percentages (%), then all
exponentiations (^), then all multiplications *) and
divisions (/), and finally all additions (+).
Parentheses () are used to override the order of
operations.
24
Working with Numbers
 Numbers can be used in formulas and functions
 Number entries can include the digits 0-9 and + - ( ) , /
$%.*
 Enter numbers without formatting and apply the
formatting later, except…
 You must enter a decimal or indicate a negative number
with a minus sign or parentheses
25
Excel Ranges
 Range
 Named by taking the top-left cell and the bottom-right
cell
 Cell references separated by a colon (:)
Range
A1:A2
Range
A6:D10
26
Range
A4:E4
Selecting Cells and Ranges
 You must select a cell or range before you can edit it!
There are many selection techniques; use the one that
works best for your situation.
27
Maneuvering Around Sheets
From the Tab Section
 Add/Delete Sheets
 Moving Sheets
 Color Code
 Copy
 Select All Sheets
28
Managing Workbooks
 New workbooks open with three worksheets
 Can hold up to the available amount of computer
memory
 Add, move, copy, and delete worksheets
 Change worksheet names
Worksheet tab
29
Copying Worksheets: A Quick Copying
Technique
 Create an exact duplicate of the original sheet
Check this box to copy—
leave it blank to move
30
View multiple sheets or workbooks at the
same time
To view multiple sheets in the active workbook
 On the View tab, in the Window group
 Click New Window or
 Click View Side by Side .
 In the workbook window, click the worksheets that you
want to compare.
 To scroll both worksheets at the same time, click
Synchronous Scrolling in the Window group on the
View tab
Don’t forget to
use Arrange
All command
31
Managing Large Amounts of Data
 To keep an area of a worksheet visible while you scroll to
another area of the worksheet
 Locks specific rows or columns in one area by freezing or
splitting panes
 On the worksheet, do one of the following:
 To lock rows, select the row below the row or rows that you
want to keep visible when you scroll
 To lock columns, select the column to the right of the
column or columns that you want to keep visible when you
scroll
 To lock both rows and columns, click the cell below and to
the right of the rows and columns that you want to keep
visible when you scroll
32
How to Freeze Panes
 On the View tab, in the Window group, click the
arrow below Freeze Panes
 Then do one of the following:
 To lock one row only, click Freeze Top Row
 To lock one column only, click Freeze First Column
 To lock more than one row or column, or to lock both
rows and columns at the same time, click Freeze Panes
33
Sorting Databases
 Databases consists of:
 Several rows




Each row is a record
1st row consist of headings
Each record must be written using the same type of
abbreviations or “look”
Do not leave spaces before the text or at the end
 Columns of data
 Each column is a field
35
Instructions for Sorting
 On the Home tab, in the Editing group, and then
click Sort & Filter.
 Do one of the following:
 To sort in ascending alphanumeric order, click Sort
A to Z.
 To sort in descending alphanumeric order, click
Sort Z to A.
36
Custom Sorting
 On the Home tab, in the Editing group, click Sort & Filter,
and then click Custom Sort.
 The Sort dialog box is displayed.
 Under Column, in the Sort by or Then by box, select the
column that you want to sort by a custom list.
 Under Order, select Custom List.
 In the Custom Lists dialog box, select the list that you want.
 Click OK.
37
AutoFiltering a List on a Worksheet
 AutoFilter is used to:
 Display only those rows containing desired values
 Helps you to isolate a subset of data in a range of cells or
table
 Once you have filtered the data it allows you to either:


38
Reapply a filter to get up-to-date results
Clear a filter to redisplay all of the data
Custom Filtering Text or Numbers
How to apply a AutoFilter
 Select a range of cells containing alphanumeric data
 On the on the Home tab, in the Editing group, click
Sort & Filter, and then click Filter
 Click the arrow in the column header and choose what
you want to filter that meets the criteria
39
Using Custom Filters
 Create a filter to select values not
available from the drop-down list
 Then point to Text Filters and
then
 Click one of the comparison
operator
 Or click Custom Filter
Custom Filter example
40
Working with Excel Tables
 New feature of Excel Tables are used to make
managing and analyzing a group of related data easier
 A table typically contains related data in a series of
worksheet
 Using the table features, you can then manage the data
in the table rows and columns independently from the
data in other rows and columns on the worksheet
41
Auto Format
Built-in collection of cell formats that can be applied to a range of
data.
 Select the cells that you want to format.
 On the Home tab, in the Styles group, do any of the following:
 Click Format as Table, and then pause on the various styles to
see the styles.
 Click Cell Styles, and then pause on the various styles to see the
styles.
 When you finish previewing the formatting choices, do one of
the following:
 To apply the previewed formatting, click the selected style in the
list.
 To cancel live previewing without applying any changes, press
ESC.
42
Elements of the Excel Table
 Header row - a table has a header row
 Every table column has filtering enabled in the header
row so that you can filter or sort your table data quickly
 Banded rows - alternate shading or banding has been
applied to the rows in a table to better distinguish the
data
 Calculated columns - entering a formula in one cell
in a table column, you can create a calculated column
in which that formula is instantly applied to all other
cells in that table column
43
More Elements
 Total row - You can add a total row to your table that
provides access to summary functions
 A drop-down list appears in each total row cell so that you can
quickly calculate the totals that you want
 Sizing handle - A sizing handle in the lower-right corner
of the table allows you to drag the table to the size that you
want
 Inserting rows/columns - Because table data ranges
often change, the cell references for structured references
adjust automatically
 Converting Table When you convert a table to a range, all
cell references change to their equivalent A1 style references
(cannot automatically return)
44
Understanding Styles
 Cell Style is a defined set of
formatting characteristics
 Such as fonts and alphabetic
characters
 Cell styles are based on the
document Theme
 Which is a combination of colors,
fonts, and effects
 A Theme may be applied to a file
as a single selection or the entire
workbook
45
How to Apply a Style
1. Select the cells that you
want to format
2. On the Home tab, in the
Styles group, click Cell
Styles
3. Click the cell style that
you want to apply
46
Selecting a Style
 When you finish previewing the formatting
choices, do one of the following:
 To apply the previewed formatting, click
the selected style in the list
 To cancel live previewing without
applying any changes, press ESC
47
Understanding Theme
 Once you have chosen a Style additional
chances can be made by changing the
Theme
 A Theme is a different way to specify the
fonts, colors, and graphic effects that
appear in a workbook
 Office Excel 2007 comes with many
themes installed
 On the Page Layout tab, in the Themes
group select any of those available
48
Conditional Formatting
 Automatically adjusts how the spreadsheet looks,
depending on the contents of the cells
 Used to highlight important trends in the data
49
Sparklines in 2010
 A Sparkline is basically a little chart displayed in a cell
representing your selected data set
 They allow you to quickly and easily spot trends at a
glance
How to Insert Sparklines
You follow 3 very simple steps to get beautiful
Sparklines in an instant.
 Select the data from which you want to make a
Sparkline
 Go to Insert > Sparkline and select the type of
sparkline
 3 options – Line, Column And Win-loss Chart
 Specify a target cell where you want the Sparkline to
be placed
Types of Sparklines
 There are 3 basic types of Sparklines they are:
 Line chart
 Column chart
 Win-loss chart (useful for showing a bunch of wins &
losses denoted by 1s and -1s)
Sparkline Formatting and Options
 Once created a new ribbon called as “Sparklines –
Design” ribbon for all the formatting options
 Some of the key formatting/customizations you can do
are:
 Change the type
 Change the source data / target cells
 Set different colors for first point, last point, highest &
lowest points , etc.
Working with Functions
MakeMoney Stock Club
54
Initial
Current
Date
Price
Initial
Price
Current
Percent
Stock
Symbol Acquired Shares Per Share Cost
Per Share Value
Gain/loss
Gain/Loss
Alcoa
AA
1/3/2000
750 $ 40.125
30093.75 $ 28.750 21,562.50
(8,531.25) 0.283489097
Boeing BA
9/2/1998
975 33.000
32175 65.625 63,984.38 31,809.38 -0.98863636
Citigroup C
10/11/1996
850 12.250
10412.5 48.875 41,543.75 31,131.25 -2.98979592
Exxon MobilXOM
3/3/1997
925 52.000
48100 78.500 72,612.50 24,512.50 -0.50961538
Intl Paper IP
11/17/1999
300 48.375
14512.5 26.500
7,950.00
(6,562.50) 0.452196382
Merck MRK
12/23/1996
875 37.250
32593.75 89.750 78,531.25 45,937.50 -1.40939597
Wal-Mart WMT
12/21/1998
157 151.375 23765.875 44.250
6,947.25 (16,818.63) 0.707679604
Walt DisneyDIS
7/12/1996
600 17.500
10500 34.875 20,925.00 10,425.00 -0.99285714
Total
Average
679 48.98438 25269.17188 52.14063 39257.07813 13987.90625
Highest
975 151.375
48100
89.75
78531.25
45937.5 0.707679604
Lowest
157
12.25
10412.5
26.5
6947.25 -16818.625 -2.98979592
Function
Is a small program which you can ‘call up’ to
perform more complicated mathematical
operations
 They are ‘called up’ like formulas, start
with an equal sign, then the function call
 Useful when dealing with large numbers of
cells where a formula would be
unmanageable
55
Categories of the Different Functions
 Database
 Date & time
 Engineering
 Financial
 Information
56
 Logical
 Lookup
 Math
 Statistical
 Text & Data
Using Statistical Functions
Functions: formulas used over and over, so they’ve
been built into the program
 400+ included with Excel
 Functions use their own syntax




=SUM(A1:IV224)
=MIN(B17:Q29)
=AVERAGE(D54:G27)
=COUNT(B5:B9)
Get help with functions by
clicking the Insert Function
button
57
Understanding “IF” Formulas
 Returns one value IF a condition you specify evaluates
to TRUE and another value IF it evaluates to FALSE
 Up to 7 IF functions can be nested as value_if_true and
value_if_false arguments
58
Creating a Formula with the IF
Function
 Display predetermined text based on logical tests
A logical test can be evaluated as
“True” or “False”
59
Subtotaling Spreadsheet
 In a workbook which is set to automatically calculate
formulas, the Subtotal command recalculates subtotal and
grand total values automatically as you edit the detail data
 Important part of this command:
 Make sure that each column has a label in the 1st row
 Contains similar facts in each column
 The range has no blank rows or columns
60
Displaying Automatic Subtotals
 The Subtotal dialog box
Field on which to
base subtotal
Functions include Sum,
Average, Min, Max, and
others
Field on which to
calculate subtotal
Outline bar
Always sort the list by the field on which you want to base the subtotal first
61
How to Insert Subtotals
 Select cells in the range and Sort the
column that forms the group
 On the Data tab, in the Outline group,
click Subtotal.
 Select desired options:
 At each change in, click heading
 Use Function, click the operation
To Hide/Show Detail:
Click on the (-) and (=) buttons just to the left of the row numbers
62
What Does Relative Cell Reference
Mean?
 Means that the inserted cell’s formula
is based on the relative position of
the cell
 So, if the position of the cell that
contains the formula changes, the
reference is changed
 Therefore, if you copy the formula across
rows or down columns, the reference
automatically adjusts.
63
A
B
1
2
=A1
3
=A2
What Does Absolute Cell Reference Mean?
 Always refers to the same cell
or cell range, no matter where
1
the formula is inserted.
 Even if the position of the cell
2
changes, the absolute reference
remains the same.
3
 Therefore, if you copy the
formula across rows or down
columns, the absolute reference
does not adjust.
64
A
B
=$A$1
=$A$1
Making Comments in Excel
 Comments are text notes embedded in a
workbook cell
Comment author
Comment
65
When to Use a Comment
Make notes about specific cells
Document cell contents
Record a question to be followed
up later
As a question of an online
collaborator
66
How to Make Comments
 How to Insert a Comment
 Select the cell that you want to add a comment to
 On the Review tab, in the Comments group, click New
Comment
 In the Text box type your comment

Once finished, click outside the comment box
 To view a comment, click the small red triangle in the top
right corner
67
 Charts are used to make your information more
visually appealing
 Make it easy for users to see comparisons,
patterns, and trends in data
 Microsoft makes charting your data a breeze by
using the Chart Templates
68
Elements of a Chart
1.
2.
3.
4.
5.
6.
7.
69
Chart area of the chart
Plot area of the chart
Data points of the data series that are
plotted in the chart
Horizontal (category) and vertical
(value) axis along which the data is
plotted in the chart
Legend of the chart
Chart and axis title that you can use in
the chart
Data label that you can use to identify
the details of a data point in a data
series
Column Charts and Bar Charts
Compare values using bars, either horizontally or
vertically
 Value axis – for quantities, amounts
 Category axis – often measures time
6
5
Value Axis
4
Apples
3
Oranges
Banana
2
1
0
1
2
Category Axis
70
3
Line Charts
Compare trends over time using horizontal lines
 Value axis – The x-axis
 Category axis – The y-axis
x-axis
71
y-axis
Pie Charts
Compare parts of a whole
 Contains only one data series and label
Apples
Oranges
Banana
2-D pie
72
3-D exploded pie
How to make a chart
 Select the information you want to chart,
then click on the Insert tab, in the Charts
group
 Click the arrows to scroll through all
available chart types and chart subtypes
 Then click the ones that you want to use
73
Modifying a Chart
 Modifying a chart helps clarify the information
presented
 Some of the ways you can modify a chart are to:
 Add titles and data labels to a chart
 Change the display of chart axes
 Add a legend or data table
 Apply special options for each chart type
74
How to Modify a Chart
 Clicking anywhere in a chart and the Chart Tools are
available
 Then use the Design, Layout, and Format tabs
75
Formatting Chart Objects
Value axis
Data series
Format each object separately
Legend
Titles
Elevated Chart
Background
Category axis
76
Exploded
Piece 76
Changing Chart Data
 When you add a chart to your worksheet, Excel
creates a link and any changes made are
automatically reflected
77
To Change Chart Values
 Open the worksheet that contains the chart to be
changed
 Click in the cell whose value will change and type the
new value
 Press Enter to accept the new value
78
To Add Data to an Existing Chart
 Rows or columns of data can be added to an existing
chart by selecting the Select Data option on the
Chart Menu
 Input any new Source Data into the worksheet
79
Moving and Sizing Embedded Charts
 Select chart to display handles
 Mouse pointer changes to show moving and sizing
options
Diagonal double arrow:
resizes proportionally
Compass arrow: moves
Vertical or horizontal
double arrow: stretches
80
A PivotTable report is an interactive table that quickly
combines and compares large amounts of data
Allows you to:
 Rotate rows/columns for different data summaries
 Displays the details for areas of interest
81
When you want to analyze related
totals, for:
 Long list of figures to sum
 Comparing several facts
Because a PivotTable report is
interactive, you can change the
view of the data to see more details
or calculate different summaries,
such as counts or averages
82
Sport
Quarter
Sales
Golf
Qtr3
$1,500.00
Golf
Qtr4
$2,000.00
Tennis
Qtr3
$600.00
Tennis
Qtr4
$1,500.00
Tennis
Qtr3
$4,070.00
Tennis
Qtr4
$5,000.00
Golf
Qtr3
$6,430.00
Pivot Report
Sum of Sales
Quarter
Sport
Qtr3
Grand Total
Golf
$7930
$2000
$9930
Tennis
$4670
$6500
$11170
$12600
$8500
$21100
Grand Total
83
Qtr4
How to Create a Pivot Table:
 Select the source data
 On the Insert tab, in the Table group,
click Pivot Table
 You will then choose the Column
Headers from the PivotTable Field
List to the correct Field Area
 This worksheet can now be
summarized and calculated to your
specifications
84
Working with PivotTables: How PivotTables
Work
Region field will be the row headings
SW Sales is the first data item
HW Sales is the second data item
85
Working with PivotTables: Manipulating
Fields on a PivotTable
Pivot a field
Notice the new
position of the Data
field in this example
Pivoting is the process of dragging a field
from a row to a column, and vice versa
86
Working with PivotTables: Manipulating
Fields on a PivotTable
Add fields
Delete fields
Suppress display
of a field
87
Working with PivotTables Filters
Choose (All) from the dropdown list to display all
items in the field
88
Modifying the Pivot Table
 Clicking anywhere in the Pivot table and the
PivotTable Tools are available
 Then use the Options and Design tabs
89
Lookup and Reference Option
 Lookup creates a formula which compares
to worksheets
 Takes missing information from one
worksheet and links it to another worksheet
 There must be one linking ID number
assigned in each worksheet
=VLOOKUP(A:A,'Complete Address'!1:65536,7,FALSE)
90
Information Needed
3 Pieces of information you need:
1. Lookup-value – value you have asked the
function to locate
2. Table-array – cell address of entire table to be
searched
3. Column number – number of the column the
function should move into before extracting data
Range Lookup
 Set to TRUE if you don’t want to require the function to find
an exact match
 Set approximate-value – to FALSE if you need to match
lookup-value exactly (i.e., zip code)
91
Create a lookup formula with the
Lookup Wizard
 Click a cell in the range
 On the Formulas tab, in the Solutions group, click
Lookup program
 Follow the instructions in the wizard
92
Split /Dividing Cell Contents Across
Multiple Cells
Storing certain types of information, such as an
address, in one cell might limit what you can do with
that information
 To split the address so that the different parts — street
address, city, region, postal code — are in their own
columns
 Gives you many more options
93
Dividing Text Across Cells
 Select the range of cells
 Can be any # rows
 One column wide
 On the Data tab, click Text to
Columns
 Follow along with the
Columns Wizard
Note: There must be as many columns to
the right that match the text.
94
Using the Text to Columns Feature
 Select the range of data that you want to convert
 On the Data tab, in the Data Tools group, click
Text to Columns
NOTE: You must insert additional columns
prior to starting the Wizard because the new
columns will replace the other data
95
Step #1
 In Step 1 of the Convert Text to
Columns Wizard, click Delimited or
Fixed Width
 Then click Next
For this
example
choose
Delimited
96
Convert Text continued
 In Step 2, click on the Delimiters such as:
 Tabs
 Semicolon
 Space
 Comma
 Other
 Then click Next
NOTE: You can have
multiple Delimitations
97
Last Step in the Conversion
 Keep the Column Data Format set to General
 If you want the data being separated in a new location,
click the Destination box, and then select the beginning
cell
 The select Next
 Click Finish
Destination is:
=$F$1
98
Concatenate Function Argument
 This function joins up to 255 text strings into one
text string
 In other words, it is used to joined multiple cells
into a single cell
 Joined items can be:
 Text
 Numbers
 Cell References
 Combination of those items
99
Example
 If your worksheet contains a person’s 1st name in cell A1
& their last name in cell B1, you combine the 2 values
into another cell
=CONCATENATE(A1,” “,B1)
You must specify any spaces or
punctuation that you want to
appear in the results
100
How to Perform
 Instructions:
 Select empty cell where you want
to join the other cells
 Click Formula Tab
 Then in the Function Library
group choose Text button, the
Concatenate option
 Finally, create the following
formula =CONCATENATE(A2,"
",B2) by clicking in the desired
cells
101
Scenarios Manager
 Scenarios are part of a suite of commands called
what-if analysis tools
 When you use scenarios, you are doing what-if
analysis
 What-if analysis is the process of changing the
values in cells to see how those changes will
affect the outcome of formulas
 Scenarios are used to create and save different
sets of values and switch between them
102
Creating Scenarios
 Suppose that you want to create a budget
but are uncertain of your revenue
 With scenarios, you can define different
possible values for the revenue and then
switch between scenarios to perform
what-if analyses
103
Create a Scenario
 On the Data tab, in the Data Tools group, click
What-If Analysis, and then click Scenario Manager.
 Click Add
 In the Scenario name box, type a name for the
scenario
 In the Changing cells box, enter the references for the
cells that you want to specify in your scenario
To preserve the initial values for the changing cell, add a
scenario that uses those values before you create
additional scenarios that use different values!
104
Creating Scenarios – part 2
 Click OK
 In the Scenario Values dialog box, type the values
that you want to use in the changing cells for this
scenario
 To create the scenario, click OK
 If you want to create additional scenarios, repeat steps
2 through 8. After you finish creating scenarios, click
OK, and then click Close in the Scenario Manager
dialog box
105
Printing
Page Layout view from the Ribbon
 Page Setup group > click Orientation to select
Portrait or Landscape
 Then to change margins just click Margins and select
 Or click Size to choose paper size
106
What are Templates
 Templates are workbook you create to
automate common tasks like:
 Filling in invoices
 Expense statements
 Purchase orders
 Inventory Reports
Where to Locate Templates
 Click the Office Button
 Select New then click Installed Templates
 All the templates currently installed on your computer will be
listed
 Highlight the template you want to use and click Create
 A new file will open in the template you’ve selected
108
Locating a Previously Used
Template
Click Office Button then My
templates
109
Protecting Workbooks & Worksheets
 Three levels:
 Workbook level
 Worksheet level
 Cell level
110
Protecting Workbooks
 Protects the structure of the entire workbook:
 Moving a worksheet
 Adding/deleting worksheets
 Renaming a worksheet
 Changing the window size and position
111
Protecting Worksheets
 Restricts changes to certain activity or objects on the
worksheets
Choose exactly
what users may
change in each
worksheet
Tip! Assign a password to
prevent users from turning
off protection.
112
Unlocking Cells before Protecting
 All cells are locked by default
 To allow editing in selected cells:
 Remove checkmark to unlock them
 Protect the worksheet
113
How To Work with people who don't
have Excel 2007 or 10 yet?
 Saving ‘older” files the computer set to
use the Save As dialog box (stays in its
original format)
 If you use any of the new features to
update this file a Compatibility
Checker warns you if these features are
not compatible
 To keep a 2007/10 features just use Save
As and tell Excel you want an Excel
Workbook
114
Sharing Documents Between
Versions
 You can share documents between
versions by using a converter.
 If you create a file in 2007/10, your
colleagues who have Excel versions
1997 through 2003 (and the latest
patches and service packs) can work in
your 2007/10 files.
 If they have Excel 97 to 2003 files
must be saved as this file type
115
New File Types
 Excel Workbook (*.xlsx) – used to save a workbook




116
without macros
Excel Macro-Enabled Workbook (*.xlsm) – is used for
workbooks with macros
Excel Template (*.xltx) – is used for templates
Excel Macro-Enabled Template (*.xltm) – is used for
templates with macros
Excel Binary Workbook (*.xlsb) – is used for especially
large workbooks