1 Page K211 Project Two Formulas, Functions, Formatting, and Web Queries Overview In creating the workbook in this project, you learn how to enter formulas, calculate an average, find the highest and lowest numbers in a range, verify formulas using Range Finder, change fonts, draw borders, format numbers, change column widths and row heights, and add conditional formatting to a range of numbers. Spell checking a worksheet, previewing a worksheet, printing a worksheet, printing a section of a worksheet, and displaying and printing the formulas in the worksheet using the Fit to option are explained. You discover how to complete a Web query to generate a worksheet using external data obtained from the World Wide Web and rename sheet tabs. Finally, you learn how to send an e-mail directly from within Excel with the opened workbook attached. Project Outline (Outline completions will vary.) I. Introduction [E 2.04] This Project introduces formulas, smart tags, verifying formulas, changing fonts, adding borders, formatting numbers and text, conditional formatting, changing column widths and row heights, spell checking, e-mailing from within an application, and alternative types of worksheet displays and printouts. II. Project Two – Greenback Stock Club [E 2.04] A. Starting and customizing Excel [E 2.06] To start and customize Excel 1. ___________________________________________________________________ 2. ___________________________________________________________________ 3. ___________________________________________________________________ 4. ___________________________________________________________________ 5. ___________________________________________________________________ III. Entering titles and numbers into the worksheet [E 2.07] To enter the worksheet title 1. _______________________________________________________________________ 2. _______________________________________________________________________ Press ALT+ENTER to _____________________________________________________________ To enter the column titles 1. _______________________________________________________________________ 2. _______________________________________________________________________ 3. _______________________________________________________________________ K211 FALL 2003 Chapter 2 2 Page K211 4. _______________________________________________________________________ 5. _______________________________________________________________________ 6. _______________________________________________________________________ 7. _______________________________________________________________________ 8. _______________________________________________________________________ 9. _______________________________________________________________________ 10. _______________________________________________________________________ To enter the stock data 1. _______________________________________________________________________ 2. _______________________________________________________________________ 3. _______________________________________________________________________ 4. _______________________________________________________________________ To enter the total row titles 1. _______________________________________________________________________ 2. _______________________________________________________________________ IV. Entering formulas [E 2.09] A formula is a symbolic representation of the relationship between changing values. One of the reasons Excel is a valuable tool is that you can ________________________________________ To enter a formula using the keyboard 1. _______________________________________________________________________ 2. _______________________________________________________________________ The equal sign (=) alerts __________________________________________________________ Valid arithmetic operators include: – Negation / Division % Percentage + Addition ^ Exponentiation – Subtraction * Multiplication A. Order of operations [E 2.10] Moving from left to right in a formula, the order of operations is ______________________ ___________________________________________________________________________ You can use parentheses to override _____________________________________________ B. Entering formulas using Point mode [E 2.11] Point mode allows ___________________________________________________________ To enter formulas using Point mode 1. K211 ___________________________________________________________________ FALL 2003 Chapter 2 3 Page K211 2. ___________________________________________________________________ 3. ___________________________________________________________________ 4. ___________________________________________________________________ C. Copying formulas using the fill handle [E 2.13] To copy formulas using the fill handle 1. ___________________________________________________________________ 2. ___________________________________________________________________ 3. ___________________________________________________________________ Relative references are ________________________________________________________ D. Smart tags [E 2.15] A smart tag is _______________________________________________________________ When you see a smart tag, click it to display a menu of options that you can choose from. E. Determining the totals using the AutoSum button [E 2.15] To determine totals using the AutoSum button 1. ___________________________________________________________________ 2. ___________________________________________________________________ F. Determining the total percent gain/loss [E 2.16] To determine total percent gain/loss 1. ___________________________________________________________________ 2. ___________________________________________________________________ A blank cell in Excel has ______________________________________________________ V. Using the AVERAGE, MAX, and MIN functions [E 2.16] Functions are ___________________________________________________________________ Arguments are ______________________________________________________________ You can enter functions using one of six methods: 1. ___________________________________________________________________________ 2. ___________________________________________________________________________ 3. ___________________________________________________________________________ 4. ___________________________________________________________________________ 5. ___________________________________________________________________________ 6. ___________________________________________________________________________ A. Determining the average of a range of numbers [E 2.17] The AVERAGE function sums _________________________________________________ ___________________________________________________________________________ K211 FALL 2003 Chapter 2 4 Page K211 To determine the average of a range of numbers using the keyboard and mouse 1. ___________________________________________________________________ ___________________________________________________________________ 2. ___________________________________________________________________ B. Determining the highest number in a range of numbers [E 2.18] The MAX function displays ____________________________________________________ To determine the highest number in a range of numbers using the Insert Function box 1. ___________________________________________________________________ ___________________________________________________________________ 2. ___________________________________________________________________ 3. ___________________________________________________________________ C. Determining the lowest number in a range of numbers [E 2.20] The MIN function determines __________________________________________________ To determine the lowest number in a range of numbers using the AutoSum menu 1. ___________________________________________________________________ ___________________________________________________________________ 2. ___________________________________________________________________ 3. ___________________________________________________________________ 4. ___________________________________________________________________ D. Copying the AVERAGE, MAX, and MIN functions [E 2.23] To copy a range of cells across columns to an adjacent range using the fill handle 1. ___________________________________________________________________ ___________________________________________________________________ 2. ___________________________________________________________________ 3. ___________________________________________________________________ E. Saving the workbook [E 2.24] To save the workbook 1. ___________________________________________________________________ 2. ___________________________________________________________________ ___________________________________________________________________ 3. ___________________________________________________________________ VI. Verifying formulas using Range Finder [E 2.25] One of the most common mistakes is to include the wrong cell references in a formula. Range Finder can be used to check ______________________________________________ ___________________________________________________________________________ K211 FALL 2003 Chapter 2 5 Page K211 To verify a formula using Range Finder 1. _______________________________________________________________________ 2. _______________________________________________________________________ VII. Formatting the worksheet [E 2.26] You can format a worksheet using the Formatting toolbar and the Format Cells command. A. Changing the font and centering the worksheet title [E 2.27] To change the font and center the worksheet title 1. ___________________________________________________________________ ___________________________________________________________________ 2. ___________________________________________________________________ ___________________________________________________________________ 3. ___________________________________________________________________ ___________________________________________________________________ 4. ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ 5. ___________________________________________________________________ B. Changing the worksheet title background and font colors and applying an outline border [E 2.30] To change the title background and font colors and apply an outline border 1. ___________________________________________________________________ ___________________________________________________________________ 2. ___________________________________________________________________ ___________________________________________________________________ 3. ___________________________________________________________________ ___________________________________________________________________ 4. ___________________________________________________________________ You can remove borders by selecting ____________________________________________ ___________________________________________________________________________ You can remove a background color by selecting ___________________________________ ___________________________________________________________________________ To change font color back to Excel’s default, use ___________________________________ ___________________________________________________________________________ C. Applying formats to the column titles [E 2.31] K211 FALL 2003 Chapter 2 6 Page K211 To bold, center, and underline the column titles 1. ___________________________________________________________________ ___________________________________________________________________ 2. ___________________________________________________________________ D. Centering the stock symbols and formatting the dates and numbers in the worksheet [E 2.32] To center data in cells and format dates 1. ___________________________________________________________________ 2. ___________________________________________________________________ ___________________________________________________________________ 3. ___________________________________________________________________ Use the Cells command on the Format menu to assign _______________________________ ___________________________________________________________________________ The Currency style format displays __________________________________________ _______________________________________________________________________ The Currency Style button on the Formatting toolbar assigns a fixed dollar sign. o A fixed dollar sign displays _____________________________________________ o A floating dollar sign displays __________________________________________ The Comma style format inserts ______________________________________________ _______________________________________________________________________ To apply a Currency style format and Comma style format using the Formatting toolbar 1. ___________________________________________________________________ ___________________________________________________________________ 2. ___________________________________________________________________ ___________________________________________________________________ 3. ___________________________________________________________________ 4. ___________________________________________________________________ ___________________________________________________________________ The Increase Decimal button displays ____________________________________________ The Decrease Decimal button removes ___________________________________________ E. Underlining the row above the title row and bolding the total row titles [E 2.36] To underline the row above the title row and bold the total row titles: 1. ___________________________________________________________________ 2. ___________________________________________________________________ F. Formatting numbers using the Format Cells command on the shortcut menu [E 2.36] K211 FALL 2003 Chapter 2 7 Page K211 To apply a Currency style format with a floating dollar sign using the Format Cells command 1. ___________________________________________________________________ 2. ___________________________________________________________________ ___________________________________________________________________ 3. ___________________________________________________________________ G. Formatting numbers using the Percent Style button and Increase Decimal button [E 2.39] To apply a Percent style format 1. ___________________________________________________________________ 2. ___________________________________________________________________ The Percent Style button displays _______________________________________________ ___________________________________________________________________________ H. Conditional formatting [E 2.40] Conditional formatting is ______________________________________________________ ___________________________________________________________________________ A condition is ___________________________________________________________ Use the Conditional Formatting command on the Format menu to apply conditional formatting. To apply conditional formatting 1. ___________________________________________________________________ 2. ___________________________________________________________________ ___________________________________________________________________ 3. ___________________________________________________________________ ___________________________________________________________________ 4. ___________________________________________________________________ 5. ___________________________________________________________________ In the Conditional Formatting dialog box: The Preview box shows ___________________________________________________ The Add button allows ____________________________________________________ The Delete button allows __________________________________________________ I. Changing the widths of columns and heights of rows [E 2.43] Excel’s default column width is 8.43 characters, or 64 pixels. A character is ___________________________________________________________ A pixel is _______________________________________________________________ Excel’s default row height is 12.75 points, or 17 pixels. K211 A point is ______________________________________________________________ FALL 2003 Chapter 2 8 Page K211 J. Changing the width of columns [E 2.43] Best fit means _______________________________________________________________ Excel allows you to change column widths manually. To change the width of a columns 1. ___________________________________________________________________ ___________________________________________________________________ 2. ___________________________________________________________________ ___________________________________________________________________ 3. ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ 4. ___________________________________________________________________ ___________________________________________________________________ 5. ___________________________________________________________________ Use the Column Width command to ______________________________________________ Hiding is ___________________________________________________________________ To hide a column, change ______________________________________________________ To display a hidden column, position _____________________________________________ K. Changing the heights of rows [E 2.46] To change the height of a row by dragging 1. ___________________________________________________________________ 2. ___________________________________________________________________ ___________________________________________________________________ 3. ___________________________________________________________________ ___________________________________________________________________ Like columns, rows can be hidden. VIII. Checking spelling [E 2.48] Use Excel’s spell checker to check __________________________________________________ Use the Spelling dialog box to add __________________________________________________ To check spelling on the worksheet 1. _______________________________________________________________________ _______________________________________________________________________ K211 2. _______________________________________________________________________ 3. _______________________________________________________________________ FALL 2003 Chapter 2 9 Page K211 In the Spelling dialog box: Click the Change All button to Click the Ignore Once button to _________________________________________________ Click the Ignore All button to __________________________________________________ Click the Add to Dictionary button to ____________________________________________ Click the AutoCorrect button to _________________________________________________ ________________________________________________ IX. Saving the workbook a second time using the same file name [E 2.50] To save a workbook a second time using the same file name: 1. _______________________________________________________________________ Click Save As on the File menu to __________________________________________________ X. Previewing and printing the worksheet [E 2.51] Portrait orientation means _____________________________________________________ Landscape orientation means ___________________________________________________ Use the Print Preview command on the File menu or the Print Preview button on the Standard toolbar to ______________________________________________________________________ To preview and print a worksheet 1. _______________________________________________________________________ 2. _______________________________________________________________________ 3. _______________________________________________________________________ _______________________________________________________________________ 4. _______________________________________________________________________ 5. _______________________________________________________________________ 6. _______________________________________________________________________ A. Printing a section of the worksheet [E 2.54] To print a section of the worksheet 1. ___________________________________________________________________ ___________________________________________________________________ 2. ___________________________________________________________________ In the Print what area in the Print dialog box: K211 The Selection option button instructs _________________________________________ The Active sheet(s) option button instructs ____________________________________ The Entire workbook option button instructs ___________________________________ FALL 2003 Chapter 2 Page K211 10 XI. Displaying and printing the formulas version of the worksheet [E 2.55] The values version shows The formulas version displays __________________________________________________ _____________________________________________________ The formulas version of a worksheet is useful for debugging. Debugging is ______________ ___________________________________________________________________________ To toggle between values version and formulas version, press ____________________________ Use the Fit to option to fit _________________________________________________________ To display the formulas in the worksheet and fit the printout on one page 1. _______________________________________________________________________ 2. _______________________________________________________________________ _______________________________________________________________________ 3. _______________________________________________________________________ _______________________________________________________________________ A. Changing the print scaling option back to 100% [E 2.57] To change the print scaling option back to 100% 1. ___________________________________________________________________ 2. ___________________________________________________________________ 3. ___________________________________________________________________ 4. ___________________________________________________________________ The Adjust to box allows ______________________________________________________ XII. Importing external data from a Web source using a Web query [E 2.58] Use a Web query to import ________________________________________________________ To import data from a Web source using a Web query 1. _______________________________________________________________________ _______________________________________________________________________ 2. _______________________________________________________________________ _______________________________________________________________________ 3. _______________________________________________________________________ _______________________________________________________________________ 4. _______________________________________________________________________ _______________________________________________________________________ 5. _______________________________________________________________________ On the External Data toolbar: K211 Click the Refresh All button to refresh ___________________________________________ Click the Query Parameters button to change ______________________________________ FALL 2003 Chapter 2 Page K211 11 XIII. Changing the sheet names [E 2.62] Changing the names on the sheet tabs makes it easier to move among multiple sheets. To rename the sheets 1. _______________________________________________________________________ _______________________________________________________________________ 2. _______________________________________________________________________ _______________________________________________________________________ Drag the tab split box to display ____________________________________________________ Use the tab scrolling buttons to move ________________________________________________ XIV. E-mailing a workbook from within Excel [E 2.63] Using e-mail you can ____________________________________________________________ To e-mail a workbook from within Excel 1. _______________________________________________________________________ _______________________________________________________________________ 2. _______________________________________________________________________ _______________________________________________________________________ 3. _______________________________________________________________________ Use the E-mail button on the Standard toolbar or the Mail Recipient command on the File menu to send __________________________________________________________________________ A. Quitting Excel and saving the workbook [E 2.64] To quit Excel and save the workbook K211 1. ___________________________________________________________________ 2. ___________________________________________________________________ 3. ___________________________________________________________________ FALL 2003 Chapter 2