Microsoft
Excel 2010
Chapter 7
Creating Templates, Importing
Data, and Working with
SmartArt, Images,
and Screen Shots
Objectives
• Create and use a template
• Import data from a text file, an Access database, a
Web page, and a Word document
• Transpose data while pasting it
• Convert text to columns
• Use Find and Replace commands
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Objectives
• Draw a Clustered Cone chart
• Use WordArt to create a title and to create and
modify shapes
• Insert and modify an image
• Insert and modify a SmartArt graphic
• Insert a screen shot
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Project – YouBuild Computers
Sales Analysis
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General Project Guidelines
• Design the template and plan the formatting
• Analyze the existing workbook and the formats of
the data to be imported
• Determine whether data you import needs to be
standardized
• Plan the layout and location of the required chart
• Choose the type of SmartArt graphics to add
• Obtain the images to be used in the worksheet
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Saving the Template
• Display the Save As dialog box
• Type the desired file name in the File name text
box
• Click the ‘Save as type’ box arrow and then click
Excel Template in the list to specify that this
workbook is saved as a template
• Navigate to the desired save location
• Click the Save button
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Saving the Template
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Using Templates
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Opening a Template and Saving It
as a Workbook
• With Excel active, click File on the Ribbon to open
the Backstage view
• Click the Open command to display the Open
dialog box
• Navigate to the location of the file to be opened
• Click the template file to select it
• Click the Open button
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Opening a Template and Saving It
as a Workbook
• Click File on the Ribbon to open the Backstage
view, and then click the Save As command to
display the Save As dialog box
• Type the desired file name in the File name text
box
• Click the ‘Save as type’ box arrow and then click
Excel Workbook to save the file as a workbook
• Click the Save button to save the workbook
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Opening a Template and Saving It
as a Workbook
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Importing Data from a Text File
into a Worksheet
• Click the first cell on the worksheet to contain the
imported data
• Click the From Text button (Data tab | Get External
Data group) to display the Import Text File dialog box
• If necessary, navigate to the location of the file
containing text to insert
• Click the name of the file to import
• Click the Import button to start the Text Import
Wizard and display the Text Import Wizard – Step 1 of
3 dialog box
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Importing Data from a Text File
into a Worksheet
• Click the Next button to display the Text Import Wizard Step
2 of 3 dialog box
• Select the delimiter
• Click the Next button to display the Text Import Wizard –
Step 3 of 3 dialog box
• Click the Finish button to finish importing the selected text
file and display the Import Data dialog box
• Click the Properties button to display the External Data
Range Properties dialog box
• Set the desired settings, and then click the OK button
• Click the OK button to import the data from the text file
into the worksheet, beginning in the selected cell
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Importing Data from a Text File
into a Worksheet
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Importing Data from an Access Table
into a Worksheet
• Click the first cell on the worksheet to contain the imported
data
• Click the From Access button (Data tab | Get External Data
group) to display the Select Data Source dialog box
• Navigate to the location of the Access database fi le
containing the table to insert
• Click the name of the file to import
• Click the Open button to display the Import Data dialog box
• Click the OK button to import the data in the database to a
table
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Importing Data from an Access Table
into a Worksheet
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Importing Data from a Web Page
into a Worksheet
• Click the first cell on the worksheet to contain the imported data
• Click the From Web button (Data tab | Get External Data group)
to display the New Web Query dialog box
• Type the Web page address in the Address bar, and then click
the Go button to display the Web page in the preview area
• Click the ‘Click to select this table’ arrow to select the HTML
table to import
• Click the Properties button to display the External Data Range
Properties dialog box
• Set the desired settings, and then click the OK button
• Click the OK button to import the data from the Web page into
the worksheet
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Importing Data from a Web Page
into a Worksheet
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Copying and Transposing Data from a
Word Document to a Worksheet
• Open the Word document containing the data to copy
• Drag through all the cells in the table to copy
• Click the Copy button (Home tab | Clipboard group) to copy
the contents of the table to the Office Clipboard
• Quit Word and, if necessary, display the Excel workbook
• Select a cell several rows below where the transposed
content eventually will be pasted
• Click the Paste button arrow (Home tab | Clipboard group)
to display the Paste options
• Click Paste Special on the Paste menu to display the Paste
Special dialog box
• Click Text in the As list
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Copying and Transposing Data from a
Word Document to a Worksheet
• Click the OK button (Paste Special dialog box) to paste the
contents of the Office Clipboard
• Click the Copy button (Home tab | Clipboard group) to copy
the range to the Office Clipboard
• Select the first cell where the pasted, transposed content
will appear
• Click the Paste button arrow (Home tab | Clipboard group)
and then point to Transpose on the Paste menu
• Click Transpose on the Paste menu to transpose and paste
the copied cells to the range beginning with the selected
cell
• Delete the cells from where the data was originally copied
so that only the transposed data displays in the worksheet
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Copying and Transposing Data from a
Word Document to a Worksheet
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Converting Text to Columns
• Select the cells containing delimited text to convert to
columns
• Click the Text to Columns button (Data tab | Data Tools
group) to display the Convert Text to Columns Wizard –
Step 1 of 3 dialog box
• Click the Next button to accept Delimited as the file type
and to display the Convert Text to Columns Wizard – Step 2
of 3 dialog box
• Place a check mark next to the appropriated delimiter and
to display the data fields correctly in the Data preview area
• Click the Finish button to close the dialog box and separate
the data
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Converting Text to Columns
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Replicating Formulas
• Click the formula(s) to replicate
• Drag the fill handle down through the desired row
to replicate the formula
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Replicating Formulas
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Finding a String
• Click the Find & Select button (Home tab | Editing group) to
display the Find & Select menu
• Click Find to display the Find and Replace dialog box
• Click the Options button to expand the dialog box
• Type the text to find in the Find what box to enter the search
text
• If desired, click Match case and then click ‘Match entire cell
contents’ to insert check marks in those check boxes
• Click the Find Next button
• Continue clicking the Find Next button to find additional
occurrences of the string
• Click the Close button to stop searching and close the Find and
Replace dialog box
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Finding a String
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Replacing a String with Another String
• Click the Find & Select button (Home tab | Editing group) to
display the Find & Select menu
• Click Replace on the Find & Select menu to display the Find
and Replace dialog box
• Type the text to find in the Find what box, and the text to
replace with in the Replace with box
• If desired, click Match case and then click ‘Match entire cell
contents’ to insert check marks in those check boxes
• Click the Replace All button to replace the string
• Click the OK button
• Click the Close button
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Replacing a String with Another String
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Inserting a Clustered Cone Chart
• Select the data to include in the chart
• Click the Column button (Insert tab | Charts group)
and then click Clustered Cone (column 1, row 4) in
the Column gallery to insert a Clustered Cone chart
• Click the Move Chard button to display the Move
Chart dialog box
• Click the New sheet option button, and then type the
desired sheet name in the New sheet text box
• Click the OK button to move the chart to the new
sheet
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Inserting a Clustered Cone Chart
• Click the 3-D Rotation button (Chart Tools Layout
tab | Background group) to display the Format
Chart Area dialog box
• Type the desired values in the X and Y text boxes
to rotate the chart
• Click the Close button to finish formatting the
chart
• Click the Legend button (Chart Tools Layout tab |
Labels group) and then click None to remove the
legend from the right side of the chart
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Inserting a Clustered Cone Chart
• Click the Axis Titles button (Chart Tools Layout tab
| Labels group) to display the Axis Titles menu
• Point to Primary Horizontal Axis Title on the Axis
Titles menu and then click Title Below Axis in the
Primary Horizontal Axis Title gallery to add a title
to the horizontal axis
• Select the Axis Title text and then type the new
title
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Inserting a Clustered Cone Chart
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Adding a Chart Title
Using the WordArt Tool
• Click anywhere on the chart
• Click the WordArt button (Insert tab | Text group) to
display the WordArt gallery
• Click the desired WordArt style
• Type the desired WordArt text
• Select the text in the WordArt object to display the
Mini toolbar
• Click the Font Size box arrow and then click the
desired font size
• Drag the top edge of the WordArt object to the
desired location
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Adding a Chart Title
Using the WordArt Tool
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Inserting a Picture Strips
SmartArt Graphic
• If desired, click the Gridlines check box (View tab |
Show group) to turn off gridlines on the worksheet
• Click the SmartArt button (Insert tab | Illustrations
group) to display the Choose a SmartArt Graphic
dialog box
• Click Picture in the Type list in the left pane of the
Choose a SmartArt Graphic dialog box
• Click Picture Strips (column 2, row 4) in the layout list
to see a preview of the chart in the preview area
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Inserting a Picture Strips
SmartArt Graphic
• Click the OK button to insert a Picture Strips
SmartArt graphic in the worksheet
• If necessary, click the Text Pane button (SmartArt
Tools Design tab | Create Graphic group) to
display the Text pane
• Drag the SmartArt graphic to the desired location
• Use the sizing handles to resize the graph as
desired
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Inserting a Picture Strips
SmartArt Graphic
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Adding Shapes in the Picture Strips
Smart Art Graphic
• Right-click the top shape in the Picture Strips
SmartArt graphic to display the shortcut menu
• Point to Add Shape on the shortcut menu to
display the Add Shape submenu
• Click Add Shape Before to add a new shape to the
Picture Strips SmartArt graphic
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Adding Shapes in the Picture Strips
Smart Art Graphic
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Adding Text to Shapes in the Picture
Strips SmartArt Graphic
• Click the shape’s text box, and then type the
desired text
or
• Type the desired text next to the corresponding
bullet in the Text pane
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Adding Text to Shapes in the Picture
Strips SmartArt Graphic
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Adding Pictures to Shapes in the Picture
Strips SmartArt Graphic
• Click the shape’s Insert Picture icon to display the
Insert Picture dialog box
• Navigate to the location of the picture to insert,
and then click the picture to insert
• Click the Insert button to insert the picture in the
shape
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Adding an Effect to the Picture Strips
SmartArt Graphic
• Select the SmartArt graphic
• Click the SmartArt Styles More button (SmartArt
Tools Design tab | SmartArt Styles group) to
display the SmartArt Styles gallery
• Click the desired style
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Adding an Effect to the Picture Strips
SmartArt Graphic
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Inserting and Modifying an Image
in the Worksheet
• Click the Insert Picture from File button (Insert tab |
Illustrations group) to display the Insert Picture dialog box
• Navigate to the location of the picture to insert and then
click the picture
• Click the Insert button to insert the picture in the
worksheet
• Move and resize the image as desired
• Click the Picture Styles More button (Format tab | Picture
Styles group) to display the Picture Styles gallery
• Click the desired picture style to apply the style to the
image
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Inserting and Modifying an Image
in the Worksheet
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Inserting a Screen Shot on a Worksheet
• Display the screen you wish to insert
• Display the Excel window
• Click the Screenshot button (Insert tab |
Illustrations group) to display the Screenshot
menu
• Click the live preview corresponding to the screen
you wish to insert in the worksheet
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Inserting a Screen Shot on a Worksheet
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Chapter Summary
• Create and use a template
• Import data from a text file, an Access database, a
Web page, and a Word document
• Transpose data while pasting it
• Convert text to columns
• Use Find and Replace commands
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Chapter Summary
• Draw a Clustered Cone chart
• Use WordArt to create a title and to create and
modify shapes
• Insert and modify an image
• Insert and modify a SmartArt graphic
• Insert a screen shot
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Microsoft
Excel 2010
Chapter 7 Complete