Microsoft
Office 2003
Introductory Concepts
and Techniques
Excel Project 2
Formulas, Functions,
Formatting,
and Web Queries
Objectives
• Enter a formula using the keyboard and
Point mode
• Recognize smart tags and option buttons
• Apply the AVERAGE, MAX, and MIN
functions
• Verify a formula using Range finder
• Format a worksheet using buttons and
commands
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Objectives
• Add conditional formatting to a range of
cells
• Change the width of a column and height
of a row
• Check the spelling of a worksheet
• Preview how a printed copy of the
worksheet will look
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Objectives
• Print a partial or complete worksheet
• Display and print the formulas version of a
worksheet
• Use a Web query to get real-time data
from a Web site
• Rename sheets in a workbook
• E-mail the active workbook from within
Excel
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Starting and Customizing Excel
• Click the Start button on the Windows taskbar, point to
All Programs on the Start menu, point to Microsoft Office
on the All Programs submenu, and then click Microsoft
Office Excel 2003 on the Microsoft Office submenu
• If the Excel window is not maximized, double-click its title
bar to maximize it
• If the Language bar appears, right-click it and then click
Close the Language bar on the shortcut menu
• If the Getting Started task pane appears in the Excel
window, click its Close button in the upper-right corner
• If the Standard and Formatting toolbars are positioned
on the same row, click the Toolbar Options button and
then click Show Button on Two Rows
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Entering the Worksheet Title
and Subtitle
• Select the cell A1. Type Blue Chip
Stock Club in the cell and then press
the DOWN ARROW key
• Type Investment Analysis in cell A2
and then press the DOWN ARROW key
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Entering the Column Titles, Stock
Data, and Row Titles
• Enter the values in their respective cells as
shown on the following slide. Use the
ALT+ENTER key combination to move to
the next line within a cell
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Entering the Column Titles, Stock
Data, and Row Titles
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Saving the Workbook
• With a floppy disk in drive A, click the Save
button on the Standard toolbar
• When Excel displays the Save As dialog
box, type Blue Chip Stock Club Investment
Analysis in the File name text box
• If necessary, click 3½ Floppy (A:) in the
Save in list. Click the Save button in the
Save As dialog box
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Entering a Formula
Using the Keyboard
• With cell F4 selected,
type =d4*e4 in the
cell
• Press the RIGHT
ARROW key twice to
select cell H4
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Entering Formulas
Using Point Mode
• With cell H4 selected, type = (equal sign) to
begin the formula and then click cell D4
• Type * (asterisk) and then click cell G4
• Click the Enter box and then click cell I4. Type =
(equal sign) and then click cell H4. Type –
(minus sign) and then click cell F4
• Click the Enter box. Click cell J4. Type = (equal
sign) and then click cell I4. Type / (division
sign) and then click cell F4. Click the Enter box
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Entering Formulas
Using Point Mode
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Copying Formulas
Using the Fill Handle
• Click cell F4 and then point to the fill handle.
• Drag the fill handle down through cell F12 and
continue to hold down the mouse button
• Release the mouse button.
• Select the range H4:J4 and then point to the fill
handle
• Drag the fill handle down through the range
H5:J12
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Copying Formulas
Using the Fill Handle
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Determining Totals
Using the AutoSum Button
• Select cell F13. Click
the AutoSum button
on the Standard
toolbar twice.
• Select the range
H13:I13. Click the
AutoSum button
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Determining the Total Percent
Gain/Loss
• Select cell J12 and
then point to the fill
handle
• Drag the fill handle
down through cell J13
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Determining the Average of a Range of
Numbers Using the Keyboard and Mouse
• Click cell D14
• Type =average( in the cell
• Click cell D4, the first endpoint of the
range to average and drag through cell
D12, the second endpoint of the range to
average
• Click the Enter box
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Determining the Average of a Range of
Numbers Using the Keyboard and Mouse
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Determining the Highest Number in a Range
of Numbers Using the Insert Function Box
• Select cell D15
• Click the Insert Function box on the formula
bar
• When Excel displays the Insert Function
dialog box, click MAX in the Select a function
list
• Click the OK button
• When Excel displays the Function Arguments
dialog box, type d4:d12 in the Number1 box
• Click the OK button
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Determining the Highest Number in a Range
of Numbers Using the Insert Function Box
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Determining the Lowest Number in a Range of
Numbers Using the AutoSum Button Menu
• Select cell D16
• Click the AutoSum button arrow on the
Standard toolbar
• Click Min
• Click cell D4 and then drag through cell
D12
• Click the Enter box
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Determining the Lowest Number in a Range of
Numbers Using the AutoSum Button Menu
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Copying a Range of Cells Across Columns
to an Adjacent Range Using the Fill Handle
• Select the range D14:D16
• Drag the fill handle in the lower-right
corner of the selected range through cell
J16 and continue to hold down the mouse
button
• Release the mouse button
• Select cell J14 and press the DELETE key
to delete the average of the percent
gain/loss
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Copying a Range of Cells Across Columns
to an Adjacent Range Using the Fill Handle
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Saving a Workbook Using the
Same File Name
• Click the Save button on the Standard
toolbar
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Verifying a Formula
Using Range Finder
• Double-click cell J4
• Press the ESC key to
quit Range Finder
• Select cell A18
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Changing the Font and Centering
the Worksheet Title
• Click cell A1
• Click the Font box arrow on the Formatting
toolbar
• Click Arial Black (or Impact if Arial Black is not
available)
• Click the Font Size box arrow on the Formatting
toolbar and click 28 in the Font Size list
• Click the Bold button on the Formatting toolbar
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Changing the Font and Centering
the Worksheet Title
• Select the range A1:J1. Right-click the
selection
• Click Format Cells on the shortcut menu
• When Excel displays the Format Cells
dialog box, click the Alignment tab
• Click the Horizontal box arrow and select
Center in the Horizontal list
• Click the Vertical box arrow and select
Center in the Vertical list
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Changing the Font and Centering
the Worksheet Title
• Click the Merge cells
check box in the Text
control area
• Click the OK button
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Changing the Font and Centering
the Worksheet Subtitle
• Click cell A2. Click the Font box arrow on the Formatting
toolbar
• Click Arial Black (or Impact if Arial Black is not available)
• Click the Font Size box arrow on the Formatting toolbar
and then click 18 in the Font Size list
• Click the Bold button on the Formatting toolbar
• Select the range A2:J2. Right-click the selection. Click
Format Cells on the shortcut menu. When Excel
displays the Format Cells dialog box, click the Alignment
tab. Click the Horizontal box arrow and select Center in
the Horizontal list. Click the Vertical box arrow and
select Center in the Vertical list. Click Merge cells in the
Text control area. Click the OK button
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Changing the Font and Centering
the Worksheet Subtitle
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Changing the Background and Font Colors and
Applying a Box Border to the Worksheet Title and
Subtitle
• Select the range A1:A2, click the Fill Color
button arrow on the Formatting toolbar
• Click the color Blue (column 6, row 2) on the Fill
Color Palette
• Click the Font Color button arrow on the
Formatting toolbar
• Click the color White (column 8, row 5) on the
Fill Color Palette
• Click the Font Color button arrow on the
Formatting toolbar
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Changing the Background and Font Colors and
Applying a Box Border to the Worksheet Title and
Subtitle
• Click the Thick Box
Border button
(column 4, row 3) on
the Borders palette
• Click cell B16 to
deselect the range
A1:A2
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Bolding, Centering, and Applying a
Bottom Border to the Column Titles
• Select the range A3:J3
• Click the Bold button on the Formatting
toolbar
• Click the Center button on the Formatting
toolbar
• Click the Borders button arrow on the
Formatting toolbar
• Click the Bottom Border button (column 2
row 1) on the Borders palette
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Bolding, Centering, and Applying a
Bottom Border to the Column Titles
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Centering Data in Cells
and Formatting Dates
•
•
•
•
Select the range B4:B12
Click the Center button on the Formatting toolbar
Select the range C4:C12
Right-click the selected range and then click
Format Cells on the shortcut menu
• When Excel displays the Format Cells dialog
box, click the Number tab, click Date in the
Category list, click 03/14/01 in the Type list
• Click the OK button
• Select cell E4 to deselect the range C4:C12
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Centering Data in Cells
and Formatting Dates
• When Excel displays the Format Cells
dialog box, click the Number tab, click
Date in the Category list, click 03/14/01 in
the Type list
• Click the OK button
• Select cell E4 to deselect the range
C4:C12
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Centering Data in Cells
and Formatting Dates
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Applying a Currency Style Format and
Comma Style Format Using the Formatting
Toolbar
• Select the range E4:I4
• While holding down the CTRL key, select
the range F13:I13
• Click the Currency Style button on the
formatting toolbar
• Select the range E5:I12
• Click the Comma Style button on the
Formatting toolbar
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Applying a Currency Style Format and
Comma Style Format Using the Formatting
Toolbar
• Click cell E4. While holding down the CTRL key,
select cell G4
• Click the Increase Decimal button on the
Formatting toolbar
• Select the range E5:E12. While holding down
the CTRL key, select the range G5:G12
• Click the Increase Decimal button on the
Formatting toolbar
• Click cell A12 to deselect the range G5:G12
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Applying a Currency Style Format and
Comma Style Format Using the Formatting
Toolbar
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Applying a Thick Bottom Border to the Row
Above the Total Row and Bolding the Total Row
Titles
• Select the range A12:J12, click the
Borders button arrow on the Formatting
toolbar, and then click the Thick Bottom
Border button (column 2, row 2) on the
Borders palette
• Select the range A13:A16, and then click
the Bold button on the Formatting toolbar.
Click cell E14 to deselect the range
A13:A16
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Applying a Thick Bottom Border to the Row
Above the Total Row and Bolding the Total Row
Titles
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Applying a Currency Style Format with a
Floating Dollar Sign Using the Format Cells
Command
• Select the range E14:I16. Right-click the
selected range
• Click Format Cells on the shortcut menu
• Click the Number tab in the Format Cells
dialog box
• Click Currency in the Category list and
then click the third style ($1,234.10) in the
Negative numbers list
• Click the OK button
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Applying a Currency Style Format with a
Floating Dollar Sign Using the Format Cells
Command
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Applying a Percent Style Format
• Select the range
J4:J16
• Click the Percent
Style button on the
Formatting toolbar
• Click the Increase
Decimal button on the
Formatting toolbar
twice
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Applying Conditional Formatting
•
•
•
•
Select the range J4:J12
Click Format on the menu bar
Click Conditional Formatting
When the Conditional Formatting dialog
box appears, if necessary, click the
leftmost text box arrow and then click Cell
Value Is
• Click the middle text box arrow and then
click less than
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Applying Conditional Formatting
• Type 0 in the rightmost text box
• Click the Format button
• When Excel displays the Format Cells
dialog box, click the Patterns tab and then
click the color Red (column 1, row 3)
• Click the Font tab and then click Bold in
the Font style list
• Click the Color box arrow
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Applying Conditional Formatting
• Click the color White
(column 8, row 5) and
then click the OK
button
• Click the OK button
• Click cell B16 to
deselect the range
J4:J12
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Changing the Widths of Columns
• Point to the boundary on the right side of the column
A heading above row 1
• When the mouse pointer changes to a split double
arrow, drag to the right until the ScreenTip indicates
Width: 13.00 (96 pixels).
• Release the mouse button
• Drag through column headings B through D above
row 1
• Point to the boundary on the right side of column
heading D
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Changing the Widths of Columns
• Double-click the right boundary of column heading D
to change the width of columns B, C, and D to best
fit
• Click the column E heading above row 1
• While holding down the CTRL key, click the column
G heading and then the column J heading above
row 1 so that columns E, G, and J are selected
• Point to the boundary on the right side of the column
J heading above row 1
• Drag until the ScreenTip, Width: 10.00 (75 pixels)
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Changing the Widths of Columns
• Release the mouse button
• Click the column F heading above row 1 to
select column F
• While holding down the CTRL key, click the
column H and I headings above row 1 so that
columns F, H, and I are selected
• Point to the boundary on the right side of the
column I heading above row 1
• Drag to the right until the ScreenTip indicates
Width: 12.00 (89 pixels)
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Changing the Widths of Columns
• Release the mouse
button.
• Click cell B16 to
deselect columns F,
H, and I
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Changing the Height of Rows
• Point to the boundary below row heading 3
• Drag up until the ScreenTip indicates
Height: 45.00 (60 pixels)
• Release the mouse button
• Point to the boundary below row heading
14
• Drag down until the ScreenTip indicates
Height: 24.00 (32 pixels)
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Changing the Height of Rows
• Release the mouse button and then select
cell B16
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Checking Spelling
on the Worksheet
• Click cell A3 and then type Stcok to misspell
the word Stock
• Click cell A1
• Click the Spelling button on the Standard toolbar
• With the word Stock highlighted in the
Suggestions box, click the Change button
• As the spell checker checks the remainder of the
worksheet, click the Ignore All and Change
buttons as needed
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Checking Spelling
on the Worksheet
• Click the OK button
• Click the Save button
on the Standard
toolbar to save the
workbook
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Previewing and Printing
a Worksheet
• Point to the Print Preview button on the Standard
toolbar
• Click the Print Preview button
• Click the Setup button
• When Excel displays the Page Setup dialog box,
click the Page tab and then click Landscape in the
Orientation area
• Click the OK button
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Previewing and Printing
a Worksheet
• Click the Print
button
• Click the OK button
• Click the Save
button on the
Standard toolbar
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Printing a Section of the Worksheet
• Select the range A3:F16
• Click File on the menu
bar and then click Print
• Click Selection in the
Print what area
• Click the OK button
• Click cell B16 to deselect
the range A3:F16
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Displaying the Formulas in the Worksheet
and Fitting the Printout on One Page
• Press CTRL+ACCENT MARK (`)
• When Excel displays the formulas version of the
worksheet, click the right horizontal scroll arrow
until column J appears
• If the Formula Auditing toolbar appears, click its
Close button
• Click File on the menu bar and then click Page
Setup
• When Excel displays the Page Setup dialog box,
click the Page tab
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Displaying the Formulas in the Worksheet
and Fitting the Printout on One Page
• If necessary, click Landscape to select it and
then click Fit to in the Scaling area
• Click the Print button in the Page Setup dialog
box
• When Excel displays the Print dialog box, click
the OK button
• After viewing and printing the formulas version,
press CTRL+ACCENT MARK (`) to instruct
Excel to display the values version
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Displaying the Formulas in the Worksheet
and Fitting the Printout on One Page
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Changing the Print Scaling Option
Back to 100%
• Click File on the menu bar and then click
Page Setup
• Click the Page tab in the Page Setup
dialog box. Click Adjust to in the Scaling
area
• If necessary, type 100 in the Adjust to box
• Click the OK button
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Importing Data from a Web Source
Using a Web Query
• With the Blue Chip Stock Club Investment
Analysis workbook open, click the Sheet2 tab at
the bottom of the window
• With cell A1 active, click Data on the menu bar,
point to Import External Data on the Data menu
• Click Import Data on the Import External Data
submenu
• Double-click MSN MoneyCentral Investor Stock
Quotes
• When Excel displays the Import Data dialog box,
if necessary, click Existing worksheet to select it
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Importing Data from a Web Source
Using a Web Query
• Click the OK button
• When Excel displays the Enter Parameter
Value dialog box, type the nine stock
symbols mmm cat ko dd ge gm intc
msft wmt in the text box
• Click Use this value/reference for future
refreshes to select it
• Click the OK button
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Importing Data from a Web Source
Using a Web Query
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Changing the Worksheet Names
• Double-click the sheet tab labeled Sheet2 in the
lower-left corner of the window
• Type Real-Time Stock Quotes as the
worksheet name and then press the ENTER key
• Double-click the sheet tab labeled Sheet1 in the
lower-left corner of the window
• Type Investment Analysis as the
worksheet name and then press the ENTER key
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Changing the Worksheet Names
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E-Mailing a Workbook
from within Excel
• With the Blue Chip Stock Club Investment
Analysis workbook open, click File on the menu
bar and then point to Send To
• Click Mail Recipient (as Attachment) on the
Send To submenu
• When the e-mail Message window appears, type
wright_alisha@hotmail.com in the To text
box
• Type the message shown on the following slide
in the message area
• Click the Send button
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E-Mailing a Workbook
from within Excel
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Saving the Workbook
and Quitting Excel
• Click the Save button on the Standard
toolbar
• Click the Close button on the upper-right
corner of the title bar
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Summary
• Enter a formula using the keyboard and
Point mode
• Recognize smart tags and option buttons
• Apply the AVERAGE, MAX, and MIN
functions
• Verify a formula using Range finder
• Format a worksheet using buttons and
commands
Excel Project 2: Formulas, Functions, Formatting, and Web Queries
73
Summary
• Add conditional formatting to a range of
cells
• Change the width of a column and height
of a row
• Check the spelling of a worksheet
• Preview how a printed copy of the
worksheet will look
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Summary
• Print a partial or complete worksheet
• Display and print the formulas version of a
worksheet
• Use a Web query to get real-time data
from a Web site
• Rename sheets in a workbook
• E-mail the active workbook from within
Excel
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Microsoft
Office 2003
Introductory Concepts
and Techniques
Excel Project 2
Complete