Excel Chapter 1 - FacStaff Home Page for CBU

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Microsoft Office 2007
Excel Chapter 1
Creating a Worksheet and
an Embedded Chart
Excel 2007
• If you're a full-time spreadsheet jockey, or just a casual
number-cruncher, you've come to know and either love
or hate Excel's interface. Well, your world just changed
• Throw away almost everything you know about Excel's
look and feel. Microsoft Corp. made some very dramatic
changes in Excel 2007
• The good news is that you should welcome most of the
changes, because they make it easier to get at all of
Excel's power
• The bad news is that you're going to have to learn how
to use the application again
New File Formats
• You'll have to deal with four new XML-based file formats in Excel
2007:
– .xlsx for standard worksheets
– .xlsm for those with macros, plus .xltx and .xltm for templates
• Like Word 2007, Excel 2007 offers a compatibility checker and tells
you if your workbook contains features that previous versions of
Excel won't support (Choose Office button > Prepare > Run Compatibility Checker to launch it)
• If you're sharing documents, you'll probably want to save them in
Excel 2003 format to maintain compatibility with other users -- at
least until the new 2007 file format becomes the standard or you
know your recipient has the free patch that lets Office 2003 users
read and work with 2007 files
• To set Excel 2007 to save to the 2003 format by default
– click on the Office button and then the Excel Options button. In the left
panel of the screen that appears, click Save, then locate the "Save
workbooks" area on the right. From the "Save files in this format" dropdown list, choose Excel 97-2003 Workbook and click OK.
The New Excel Interface
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1. The Microsoft Office button. The big button on the
upper left-hand corner of the screen replaces the old File
menu from previous versions of Excel. You'll find familiar
features for opening files, saving files, printing files and so
on, but there's a lot more here as well.
2. The Quick Access tool bar. Just to the right of the Office
button is the Quick Access tool bar, with buttons for using
Excel’s most common features, including Save, Undo, Redo,
Sort, Print Preview and more, but you can add and remove
buttons for any functions you please.
3. The Ribbon. Love it or hate it, the Ribbon is the main
way you'll work with Excel. Instead of old-style menus, in
which menus have submenus, submenus have subsubmenus and so on, the Ribbon groups small icons for
common tasks together in tabs on a big, well, ribbon. So,
for example, when you click the Insert tab, the Ribbon
appears with buttons for items that you can insert into a
spreadsheet, such as charts, tables, pivot tables, clip art or
a hyperlink.
4. The Scrollbar. This is largely unchanged from previous
versions of Excel; use it to scroll up and down. There are a
couple of minor changes. At the top, there's a double
arrow that when clicked upon, expands the area at the top
of the worksheet that displays the contents of the current
cell. Just below the double arrow is a tiny button that looks
like a minus sign that lets you split your screen in two.
5. The View tool bar. There is now a View tool bar at the
bottom right of the screen that lets you choose between
Normal, Page Layout and Page Break Preview -- a view that
will show you how your spreadsheet will look when it
prints. There's also a slider that lets you zoom in or out of
your document.
The Ribbon
• The Ribbon, by default, is divided into seven tabs,
with an optional eighth one (Developer) that you can
display by clicking the Office button and choosing
Excel Options > Popular > Show Developer tab in the
Ribbon.
The Ribbon (con’t)
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Home: This contains commonly used Excel features, such as inserting formulas, formatting tables,
rows, cells and text, and sorting and filtering.
Insert: As you might guess, this one handles anything you might want to insert into a document,
such as charts, pivot tables, tables, pictures, clip art, text, WordArt ...
Page layout: Here's where you'll change margins, page size and orientation, define your print area,
set page breaks, specify which rows and columns will print on each page and so on.
Formulas: As the name says, it's where you'll go to insert and work with formulas. It organizes all
of Excel's formulas into categories, such as Financial, Logical, Math & Trig, and so on, so they're all
within easy reach. And it also gives you quick access to useful formula-checking features, such as
error-checking and the ability to trace precedents and dependents.
Data: Whatever you need to do with data, you'll find it here. For example, you can use this tab to
import data from a wide variety of sources, including the Web, Access, SQL Server and so on. You'll
also be able to filter and sort data, validate your data, group and ungroup data, and perform data
analysis, among other features.
Review: Need to check spelling and grammar, look up a word in a thesaurus, work in markup
mode, review other people's markups or compare documents? This is the tab for you. It also lets
you protect worksheets and workbooks, and share workbooks.
View: Here's where to go when you want to change the view in any way, including displaying or
turning off gridlines and the formula bar, zooming in and out, splitting and hiding panes, and so on.
Developer: If you write code or create forms and applications for Excel, this is your tab. It also
includes macro handling, so power users might also want to visit here.
Ribbon Organization
• Each tab along the Ribbon is organized to make it easy to get your work
done. As you can see below, each tab is organized into a series of groups
that contain related commands for getting something done -- in our
example, handling fonts.
• Inside each group is a set of what Microsoft calls command buttons,
which carry out commands, display menus and so on. In the example, the
featured command button changes the font size.
• There's also a small diagonal arrow in the bottom right corner of some
groups that Microsoft calls a dialog box launcher. Click it to display more
options related to the group.
Context-sensitive Ribbon
• The Ribbon is context-sensitive, changing according to what you're doing.
Depending on the task you're engaged in, it sometimes adds more tabs
and subtabs.
• For example, when you insert and highlight a chart, several entirely new
tabs appear: Design, Layout and Format, with a Chart Tools supertitle on
top, as you can see in the image to the left.
• Other "now you see them, now you don't" tabs include Picture Tools,
Table Tools and SmartArt Tools -- all of which appear in response to
various actions you take in Excel.
Office Button
• Think of the Office button as a greatly expanded File menu
from the Excel 2003 days -- the File menu on steroids. As you
can see in the figure below, it's where to go for the various
Open, Save, New, Print and related options and also includes a
list of all your recently opened files.
Prepare, Publish and Convert
• Convert lets you convert documents saved in older formats to the
new Microsoft Office Open XML format, which is the new Office
standard. For Excel, the extension is .xlsx.
• Publish does exactly what it says; it gives options for publishing a
document. If your company uses a document management server
or SharePoint, you can publish it there.
• Use Prepare when you've finished your worksheet and are ready
to share it with others. There are plenty of great options here,
such as marking a document as final; encrypting the document;
inspecting it for hidden metadata and information you'd prefer
remain private; and adding a digital signature.
• Because Excel 2007 isn't yet widely deployed, a particularly useful
feature here is running the Compatibility Checker, which will let
you know whether the worksheet contains features not
supported by earlier Excel versions.
Excel Options Button
• For those who like to fiddle with the Excel
interface and how it works, the Excel Options
button, located at the bottom of the Office
button's box, lets you customize Excel in many
ways, including how you work with formulas, and
rules for error-checking worksheets
• It has many of the features that you accessed via
Tools > Options in previous versions of Excel, plus
more
• It's far better organized and easier to use than
Tools > Options was.
Quick Access Tool Bar
• The three buttons on the left -- Save, Undo and Redo -aren't particularly noteworthy, but the small icon to the
right that looks like a small chart -- the Quick Layout button
-- is exceedingly useful. Highlight a chart, click the button
and a selection of premade chart layouts appear. Click the
one you want, and it will immediately be applied to the
chart.
• Probably the most helpful customization for Excel 2007 is
to add buttons to the Quick Access tool bar, and there are
several ways to do so. Directly to the right of the Quick
Layout button, the nearly invisible Down arrow is the key
to the Quick Access tool bar. Click it and you'll be able to
add and remove tool bar buttons for a preset list of about
10 commands.
Adding Buttons For Additional Commands
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To add buttons for additional commands, select More Commands from this list. The
screen below appears. (You can also get to this screen by clicking the Office button
and choosing Excel Options and then Customize.)
Choose a command from the left-hand side of the screen that you want to add to
the Quick Access tool bar and click Add. You can change the order of the buttons by
highlighting a button on the right side of the screen and using the Up and Down
arrows to move it.
The list of commands you see on the left may seem somewhat limited at first. That's
because Excel is showing you only the most popular commands. There are plenty of
others you can add. Click the drop-down menu under "Choose commands from" at
the top of the screen, and you'll see other lists of commands -- All Commands,
Home Tab and so on. Select any option, and there will be plenty of commands you
can add.
There's an even easier way to add a command.
Right-click any object on the Ribbon and choose
"Add to Quick Access tool bar." You can add not
only individual commands in this way, but also entire
groups -- for example, the Cell Styles group.
Once you've got the Quick Access tool bar customized
to your liking, you will hardly ever have to use the Ribbon.
New Capacities in Excel 2007
• Microsoft has increased the number of columns per spreadsheet
(and per PivotTable) to 16,384 (up from 256) and the number of
rows to 1,048,576 (up from 65,536). Other limits have been also
expanded: Text cells can now contain more than 32,000
characters (up from 255).
• Chances are you'll never reach other new limits: PivotTables can
manipulate more than 16,000 fields (up from an already
generous 255), and formulas can now refer to up to 8,000 cells
(memory permitting), so it's fortunate that Excel 2007 lets you
drag the corner of the formula bar to expand it.
• Excel 2007's memory manager can handle 2GB (double the
amount in Excel 2003), so calculations execute faster. The new
version also takes advantage of dual-core processors and
multithreaded chip sets, so if you're lucky enough to be running
it on a machine with either feature, expect a noticeable speed
boost.
New Visualization Tools
• Charts and graphs now support 16 million colors, and improved
color support is evident throughout this version, especially in
several new visual tools for highlighting data. For example, in
Excel 2007 you can use conditional formatting to set the
background color of a cell or use a colored bar (called a data bar) - the length corresponds to the cell's value.
• You can also add icons to cells based on their value, giving your
worksheet a dashboard-like quality. For example, assigning trafficlight icons to a range of cells is a snap, and Excel's built-in logic
assigns colored circles based on the value of the cell: green for
the highest third, yellow for the middle third and red for the
bottom third.
Visualization (con’t)
You can add colored bars to indicate the value in a cell (left) or apply a
three-icon set to indicate which third data falls into (right); a red traffic light
indicates the cell is in the lowest third of all values in the range.Similarly,
a four- or five-icon set (such as set of vertical bars similar to what your
cell phone uses to indicate signal strength) displays icons based on which
quartile or quintile the value falls into.
In all cases, you can control the ranges for each icon in the set
-- allowing you, for instance, to use a green traffic light to indicate only
the highest 10% of values.
Visualization (con’t)
Better Sorting and Filtering
• Sorting data -- previously limited
to three levels -- has been
expanded to 64 levels.
• Best of all, while you can still sort
data based on values (to sort a
date column chronologically, for
instance), you can also sort by
font, color or icon used with
conditional formatting.
• Thus, you can display all your
green traffic lit cells together,
followed by the yellow lights, then
the red.
Other New Visualization Tools Eliminate The Need
For Complicated Macros
• Other visualization tools eliminate the need for
complicated macros or formulas.
• New conditional formatting options let you highlight
duplicates, unique values, the top/bottom 10%, values
above or below the average, cells less than or greater
than a specified value, or cells within a range (highlighting
cells containing values between 1 and 10, for example).
• If you don't need to see all values, the vastly improved
Filter feature puts check boxes (for up to 1,000 values) in
a pull-down list, allowing you to easily pick multiple
values to display.
• Likewise, the new Remove Duplicates feature hides rows
based on the duplicate values in columns you specify.
PivotTables Improvements
• Among the notable improvements in Excel are tools to make
existing features easier to use. Take PivotTables, for example. (For
the uninitiated, PivotTables allow you to view your data
differently -- think "slice and dice." For example, you can
summarize sales by agent by month or, with a simple drag-anddrop motion, summarize sales by month and within month by
agent.)
• In Excel 2007, you still set up PivotTables using a wizard, which is
slightly changed from Excel 2003. However, once you have a
PivotTable defined, manipulating it is considerably easier.
• Instead of dragging and dropping elements within the table itself,
you can use the wizard to make choices -- checking boxes to
select which fields to display or choose sorting options, for
example. Excel 2007 makes it easier to switch columns and rows,
filter values, and use or hide field names. In addition, conditional
formatting (those data bars or traffic lights we mentioned) can be
applied to cells displayed in PivotTables.
Styles and Themes
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One of the promises of the Ribbon interface, according to Microsoft, is that some
features are more obvious and usable. That's certainly true of Styles, a formatting tool
from previous versions of Excel that is now available using a "gallery" interface
introduced in Office 2007.
You can quickly apply a collection of settings, from the font used to the background
color and border style to cells, tables and PivotTables. As you mouse over the choices,
Excel 2007 applies each style to your selection so you can preview the effect without
making the change permanent.
One particularly noteworthy improvement to formatting is how Styles now respond to
changes within your worksheet. In Excel 2003, you could apply a "green bar" effect so
that the background color in rows alternated between green and white. However, once
you added a row, the pattern was interrupted, and you needed to reapply the
AutoFormat, a clumsy and awkward procedure.
In Excel 2007, that same pattern is adjusted whenever you add one or more rows.
(Styles are equally smart when you add columns, for patterns that alternate between
columns.) Styles will even adjust when you filter or hide rows or columns.
Themes, new to Office 2007, are style collections that include a color scheme, font, fill
effects and more. Shared by several Office 2007 applications, themes can be applied to
charts, tables and PivotTables in Excel, giving your work a consistent look and feel.
That's especially useful when you're creating a chart that you want to copy to
PowerPoint or Word.
Table Tools
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Excel's new table features make it less likely you'll have inconsistent formulas.
Once you identify a contiguous range of cells as a table, Excel provides calculated
columns. For example, if you add a column to the right of your table and enter a
formula in any row, the formula will be copied to all cells in that new column,
saving the time of executing a copy/paste command.
Even smarter, add a row and Excel is sure to include it in a total on the bottom row.
(In previous versions of Excel, adding a row at the top or bottom of a range meant
you risked omitting cells in that row from the sum formula.)
Furthermore, options on the Table Tools Design context-sensitive tab let you toggle
the formatting of the first column or the first row. One click and you can add a
Total row (though Excel lacks a similar command to add a Total column), then
change what each column in that row computes (total, average, minimum and so
on).
In addition, as you scroll down through a lengthy table, Excel replaces the column
headings (the gray boxes with A/B/C above the columns) with values from the
table's header row -- a subtle improvement, to be sure, but it's a more efficient
technique than having to freeze rows to see column headings.
Finally, the new Table Gallery makes it easy to select and apply a sophisticated
look.
Other Changes
• There are dozens of other small changes In Excel 2007. Among
the 51 new functions are some to fetch data from OLAP cubes,
calculate Bessel functions (for engineers), convert numbers
(decimal to binary, hex to octal and so on) and work with complex
numbers (calculating the square root or sine of a complex
number, for example). Two new functions, SUMIFS and
AVERAGEIFS, let you choose cells that meet multiple conditions
without having to use nested functions. Speaking of nesting,
should you need it, the number of nesting levels has increased,
from seven in Excel 2003 to 64.
• The new Name Manager helps you organize and manage your
named ranges.
• Other changes keep Excel's user interface consistent with Word
and PowerPoint. SmartArt is shared across Office 2007
applications, and as with Word, it's now easy to save a document
to PDF or XPS format, or to a SharePoint library directly from
Excel.
Tips For Working With Excel 2007
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1. Turn off the Ribbon
2. Get your old Excel 2003 tool bars back
3. Customize the Ribbon
4. Use keyboard shortcuts
5. Use macros
6. Find your old friends
Turn off the Ribbon
• Here's what may be the best tip you'll ever come across for Excel 2007 - how to turn off the Ribbon. Doing this will get you back plenty of
screen real estate, as you can see in the screenshot below
• It's easy to make the Ribbon disappear and reappear.
• The Ribbon will still be available when you want it -- all you need to do
is click on the appropriate menu (Home, Insert, Page Layout and so on)
and it appears. It then discreetly goes away when you are no longer
using it.
• There are several ways to turn off the Ribbon:
– Click the Down arrow to the right of the Quick Access tool bar button and
select Minimize the Ribbon.
– Press Ctrl-F1. (Press Ctrl-F1 to make it appear again.)
– Double-click the current tab above the Ribbon.
Get Your Old Excel 2003 Tool Bars Back
• Say you've given the Ribbon a fair shake and you
just can't stand it.
• Although Microsoft doesn't provide a way to get
the old Excel 2003 interface back, a couple of
third-party tools:
– Classic Menu
– ToolbarToggle
Customize the Ribbon
• Maybe you mostly like the Ribbon, but some of
the commands aren't located where you'd like
them to be.
• Another third-party program called
RibbonCustomizer Pro lets you create new
Ribbon tabs or customize existing ones the way
you like them.
Use Keyboard Shortcuts
• If you're a fan of Excel 2003's keyboard shortcuts, take heart -- most of
them still work in 2007. So keep using them.
• You can also use a clever set of keyboard shortcuts for working with the
Ribbon. Press the Alt key and a tiny letter or number icon appears on the
menu for each tab -- for example, the letter H for the Home tab. (See the
image below.) Now press that letter on your keyboard, and you'll display
that tab or menu item. When the tab appears, there will be letters and
numbers for most options on the tab as well.
• Once you've started to learn these shortcuts, you'll naturally begin using key
combinations. So instead of pressing Alt then H to display the home tab,
you can press Alt-H together. The following table shows the most useful Alt
key combinations in Excel 2007.
Use Macros
• At first glance, macros -- ingenious shortcuts you can create for performing
repetitive tasks -- seem to have been banished from Excel 2007. But they're
still there; display the Developer tab, and you'll find them in all their glory.
In fact, the Developer tool bar puts the macro tools at easier reach than
they were in previous versions of Excel.
• You'll find everything you want in the Code group on the Developer tab.
Record a macro by clicking the Record Macro button, manage your macros
by clicking the Macros button and configure security for macros by clicking
the Macro Security button.
• All your macro controls are in the Code group on the developer tab
• Any macros you created in previous versions of Excel should work fine in
Excel 2007. See Microsoft's Office Online site for more information about
working with macros in Excel 2007.
Find Your Old Friends
• In Excel 2007, no features or functions are
where they used to be.
• But it's easy to find them. Use the Excel 2007
quick reference charts on the next slide for an
extensive list of where to find your old friends.
Microsoft Office 2007
Excel Lab 1
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Objectives
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Start and quit Excel
Describe the Excel worksheet
Enter text and numbers
Use the Sum button to sum a range of cells
Copy the contents of a cell to a range of cells
using the fill handle
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Objectives
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Save a workbook
Format cells in a worksheet
Create a 3-D Clustered Column chart
Change document properties
Save a workbook a second time using the same
file name
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Objectives
• Print a worksheet
• Open a workbook
• Use the AutoCalculate area to determine
statistics
• Correct errors on a worksheet
• Use Excel Help to answer questions
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Plan Ahead
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Select titles and subtitles for the worksheet
Determine the contents for rows and columns
Determine the calculations that are needed
Determine where to save the workbook
Identify how to format various elements of the
worksheet
• Decide on the type of chart needed
• Establish where to position and how to format
the chart
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Starting Excel
• Click the Start button on the Windows taskbar to display the
Start menu
• Point to All Programs on the Start menu to display the All
Programs submenu
• Point to Microsoft Office in the All Programs submenu to
display the Microsoft Office submenu
• Click Microsoft Office Excel 2007 to start Excel and display a
new blank workbook titled Book1 in the Excel window
• If the Excel window is not maximized, click the Maximize
button next to the Close button on its title bar to maximize the
window
• If the worksheet window in Excel is not maximized, click the
Maximize button next to the Close button on its title bar to
maximize the worksheet window within Excel
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Starting Excel
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Entering the Worksheet Titles
• Click cell A1 to make cell A1 the active cell
• Type Walk and Rock Music in cell A1, and
then point to the Enter box in the formula bar
• Click the Enter box to complete the entry and enter
the worksheet title in cell A1
• Click cell A2 to select it
• Type First Quarter Rock-It MP3 Sales
as the cell entry
• Click the Enter box to complete the entry and enter
the worksheet subtitle in cell A2
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Entering the Worksheet Titles
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Entering Column Titles
• Click cell B3 to make cell B3 the active cell
• Type Northeast in cell B3
• Press the RIGHT ARROW key to enter the column
title, Northeast, in cell B3 and make cell C3 the
active cell
• Repeat Steps 2 and 3 to enter the remaining column
titles in row 3; that is, enter Southeast in cell C3,
Midwest in cell D3, South in cell E3, West in cell
F3, and Total in cell G3 (complete the last entry in
cell G3 by clicking the Enter box in the formula bar)
Microsoft Office 2007: Introductory Concepts and Techniques
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Entering Column Titles
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Entering Row Titles
• Click cell A4 to select it
• Type Video and then press the DOWN ARROW
key to enter the row title and make cell A5 the
active cell
• Repeat Step 1 to enter the remaining row titles in
column A; that is, enter Mini in cell A5, Micro
in cell A6, Flash in cell A7, Accessories in
cell A8, and Total in cell A9
Microsoft Office 2007: Introductory Concepts and Techniques
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Entering Row Titles
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Entering Numbers
• Click cell B4
• Type 66145.15 and then press the RIGHT ARROW
key to enter the data in cell B4 and make cell C4 the
active cell
• Enter 79677.1 in cell C4, 34657.66 in cell D4,
52517.2 in cell E4, and 99455.49 in cell F4
• Click cell B5
• Enter the remaining first quarter sales numbers
provided in Table 1–1 on page EX 23 for each of the
four remaining offerings in rows 5, 6, 7, and 8 to
display the quarterly sales in the worksheet
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Entering Numbers
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Summing a Column of Numbers
• Click cell B9 to make it the active cell and then point
to the SUM button on the Ribbon
• Click the Sum button on the Ribbon to display
=SUM(B4:B8) in the formula bar and in the active
cell B9
• Click the Enter box in the formula bar to enter the
sum of the first quarter sales for the five product
types for the Northeast region in cell B9
• Select cell B9 to display the SUM function assigned
to cell B9 in the formula bar
Microsoft Office 2007: Introductory Concepts and Techniques
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Summing a Column of Numbers
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Copying a Cell to Adjacent Cells in a Row
• With cell B9 active, point to the fill handle
• Drag the fill handle to select the destination area,
range C9:F9, to display a shaded border around
the destination area, range C9:F9, and the source
area, cell B9. Do not release the mouse button
• Release the mouse button to copy the SUM
function in cell B9 to the range C9:F9 and
calculate the sums in cells C9, D9, E9, and F9
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Copying a Cell to Adjacent Cells in a Row
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Determining Multiple Totals
at the Same Time
• Click cell G4 to make it the active cell
• With the mouse pointer in cell G4 and in the
shape of a block plus sign, drag the mouse
pointer down to cell G9 to highlight the range
G4:G9 with a transparent view
• Click the Sum button on the Ribbon to calculate
and display the sums of the corresponding rows
of sales in cells G4, G5, G6, G7, G8, and G9
• Select cell A10 to deselect the range G4:G9
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Determining Multiple Totals
at the Same Time
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Saving a Workbook
• With a USB flash drive connected to one of the computer’s
USB ports, click the Save button on the Quick Access
Toolbar to display the Save As dialog box
• Type Walk and Rock Music 1st Quarter
Sales in the File name text box to change the file name.
Do not press the ENTER key after typing the file name
• Click the Save in box arrow to display a list of available
drives and folders
• Click UDISK 2.0 (E:) in the Save in list to select the USB
flash drive, Drive E in this case, as the new save location
• Click the Save button in the Save As dialog box to save the
workbook on the USB flash drive with the file name, Walk
and Rock Music 1st Quarter Sales
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Saving a Workbook
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Changing a Cell Style
• Click cell A1 to make cell A1 the active cell
• Click the Cell Styles button on the Ribbon to
display the Cell Styles gallery
• Point to the Title cell style in the Titles and
Headings area of the Cell Styles gallery to see a
live preview of the cell style in cell A1
• Click the Title cell style to apply the cell style to
cell A1
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Changing a Cell Style
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Changing the Font Type
• Click cell A2 to make cell A2 the active cell
• Click the Font box arrow on the Ribbon to display
the Font gallery
• Point to Cambria in the Theme Fonts area of the
Font gallery to see a live preview of the Cambria
font in cell A2
• Click Cambria in the Theme Fonts area to change
the font type of the worksheet subtitle in cell A2
from Calibri to Cambria
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Changing the Font Type
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Bolding a Cell
• With cell A2 active, click the Bold button on the
Ribbon to change the font style of the worksheet
subtitle to bold
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Increasing the Font Size of a Cell Entry
• With cell A2 selected, click the Font Size box
arrow on the Ribbon to display the Font Size list
• Point to 14 in the Font Size list to see a live
preview of cell A2 with a font size of 14
• Click 14 in the Font Size list to change the font in
cell A2 from 11 point to 14 point
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Increasing the Font Size of a Cell Entry
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63
Changing the Font Color of a Cell Entry
• With cell A2 selected, click the Font Color button
arrow on the Ribbon to display the Font Color
palette
• Point to Dark Blue, Text 2 (dark blue color in column
4, row 1) in the Theme Colors area of the Font Color
palette to see a live preview of the font color in cell
A2
• Click Dark Blue, Text 2 (column 4, row 1) on the Font
Color palette to change the font of the worksheet
subtitle in cell A2 from black to dark blue
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Changing the Font Color of a Cell Entry
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65
Centering Cell Entries across Columns
by Merging Cells
• Select cell A1 and then drag to cell G1 to
highlight the range A1:G1
• Click the Merge and Center button on the Ribbon
to merge cells A1 through G1 and center the
contents of cell A1 across columns A through G
• Repeat the first two steps to merge and center
the worksheet subtitle across cells A2 through G2
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66
Centering Cell Entries across Columns
by Merging Cells
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67
Formatting Column Titles
and the Total Row
• Click cell A3 and then drag the mouse pointer to cell
G3 to select the range A3:G3
• Point to the Cell Styles button on the Ribbon
• Click the Cell Styles button to display the Cell Styles
gallery
• Point to the Heading 3 cell style in the Titles and
Headings area of the Cell Styles gallery to see a live
preview of the cell style in the range A3:G3
• Click the Heading 3 cell style to apply the cell style to
the range A3:G3
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68
Formatting Column Titles
and the Total Row
• Click cell A9 and then drag the mouse pointer to
cell G9 to select the range A9:G9
• Point to the Cell Styles button on the Ribbon
• Click the Cell Styles button on the Ribbon to
display the Cell Styles gallery and then click the
Total cell style in the Titles and Headings area to
apply the Total cell style to the cells in the range
A9:G9
• Click cell A11 to select the cell
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69
Formatting Column Titles
and the Total Row
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70
Formatting Numbers in the Worksheet
• Select cell B4 and drag the mouse pointer to cell
G4 to select the range B4:G4
• Point to the Accounting Number Format button
on the Ribbon to display the Enhanced ScreenTip
• Click the Accounting Number Format button on
the Ribbon to apply the Accounting Number
Format to the cells in the range B4:G4
• Select the range B5:G8
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71
Formatting Numbers in the Worksheet
• Click the Comma Style button on the Ribbon to
apply the Comma Style to the range B5:G8
• Select the range B9:G9
• Click the Accounting Number Format button on
the Ribbon to apply the Accounting Number
Format to the cells in the range B9:G9
• Select cell A11
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72
Formatting Numbers in the Worksheet
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73
Adjusting Column Width
• Point to the boundary on the right side of the
column A heading above row 1 to change the
mouse pointer to a split double arrow
• Double-click on the boundary to adjust the width
of column A to the width of the largest item in
the column
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74
Adjusting Column Width
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75
Using the Name Box to Select a Cell
• Click the Name box in the formula bar and then
type a3 as the cell to select
• Press the ENTER key to change the active cell
from A11 to cell A3
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76
Adding a 3-D Clustered Column Chart
to the Worksheet
• Click cell A3 and then drag the mouse pointer to the cell
F8 to select the range A3:F8
• Click the Insert tab to make the Insert tab the active tab
• Click the Column button on the Ribbon to display the
Column gallery
• Point to the 3-D Clustered Column chart type in the 3-D
Column area of the Column gallery
• Click the 3-D Clustered Column chart type in the 3-D
Column area of the Column gallery to add a 3-D Clustered
Column chart to the middle of the worksheet in a
selection rectangle
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77
Adding a 3-D Clustered Column Chart
to the Worksheet
• Click the top-right edge of the selection rectangle but do not release
the mouse to grab the chart and change the mouse pointer to a cross
hair with four arrowheads
• Continue holding down the left mouse button while dragging the chart
down and to the left to position the upper-left corner of the dotted line
rectangle over the upper-left corner of cell A11. Release the mouse
button to complete the move of the chart
• Click the middle sizing handle on the right edge of the chart and do not
release the mouse button
• While continuing to hold down the mouse button, press the ALT key
and drag the right edge of the chart to the right edge of column G and
then release the mouse button to resize the chart
• Point to the middle sizing handle on the bottom edge of the selection
rectangle and do not release the mouse button
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78
Adding a 3-D Clustered Column Chart
to the Worksheet
• While continuing to hold down the mouse button,
press the ALT key and drag the bottom edge of the
chart up to the bottom edge of row 22 and then
release the mouse button to resize the chart
• Click the More button in the Chart Styles gallery to
expand the gallery and point to Style 2 in the gallery
(column 2, row 1)
• Click Style 2 in the Chart Styles gallery to apply the
chart style Style 2 to the chart
• Click cell I9 to deselect the chart and complete the
worksheet
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79
Adding a 3-D Clustered Column Chart
to the Worksheet
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80
Changing Document Properties
• Click the Office Button to display the Office Button menu
• Point to Prepare on the Office Button menu to display the Prepare
submenu
• Click Properties on the Prepare submenu to display the Document
Information Panel
• Click the Author text box and then type your name as the Author
property. If a name already is displayed in the Author text box, delete it
before typing your name
• Click the Subject text box, if necessary delete any existing text, and then
type your course and section as the Subject property
• Click the Keywords text box, if necessary delete any existing text, and
then type First Quarter Rock-It MP3 Sales
• Click the Close the Document Information Panel button so that the
Document Information Panel no longer is displayed
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81
Changing Document Properties
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82
Saving an Existing Workbook
with the Same File Name
• With your USB flash
drive connected to one
of the computer’s USB
ports, click the Save
button on the Quick
Access Toolbar to
overwrite the previous
Walk and Rock Music
1st Quarter Sales file
on the USB flash drive
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83
Printing a Worksheet
• Click the Office Button to display the Office
button menu
• Point to Print on the Office Button menu to
display the Print submenu
• Click Quick Print on the Print submenu to print
the document
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84
Printing a Worksheet
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85
Quitting Excel
• Point to the Close button on the right side of the
Excel title bar
• Click the Close button to quit Excel
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86
Starting Excel
• Click the Start button on the Windows taskbar to
display the Start menu
• Point to All Programs on the Start menu to display
the All Programs submenu and then point to
Microsoft Office in the All Programs submenu to
display the Microsoft Office submenu
• Click Microsoft Office Excel 2007 on the Microsoft
Office submenu to start Excel and display a new
blank worksheet in the Excel window
• If the Excel window is not maximized, click the
Maximize button on its title bar to maximize the
window
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87
Opening a Workbook from Excel
• With your USB flash drive connected to one of the
computer’s USB ports, click the Office Button to display
the Office Button menu
• Click Open on the Office Button menu to display the Open
dialog box
• If necessary, click the Look in box arrow and then click
UDISK 2.0 (E:) to select the USB flash drive, Drive E in this
case, in the Look in list as the new open location
• Click Walk and Rock Music 1st Quarter Sales to select the
file name
• Click the Open button to open the selected file and display
the worksheet in the Excel window
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88
Opening a Workbook from Excel
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89
Using the AutoCalculate Area
to Determine a Maximum
• Select the range B6:F6 and then right-click the
AutoCalculate area on the status bar to display the
Status Bar Configuration shortcut menu
• Click Maximum on the shortcut menu to display the
Maximum value in the range B6:F6 in the
AutoCalculate area of the status bar
• Click anywhere on the worksheet to cause the
shortcut menu to disappear
• Right-click the AutoCalculate area and then click
Maximum on the shortcut menu to cause the
Maximum value to no longer appear in the
AutoCalculate area
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90
Using the AutoCalculate Area
to Determine a Maximum
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91
Searching for Excel Help
• Click the Microsoft Office Excel Help button near the
upper-right corner of the Excel window to open the Excel
Help window
• Type format a chart in the Type words to search for
text box at the top of the Excel Help window
• Press the ENTER key to display the search results
• Click the Maximize button on the Excel Help window title
bar to maximize the Help window
• Click the Format chart elements link to display information
regarding formatting chart elements
• Click the Close button on the Excel Help window title bar
to close the Excel Help window and make Excel active
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92
Searching for Excel Help
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93
Quitting Excel
• Click the Close button on the right side of the
title bar to quit Excel
• If necessary, click the No button in the Microsoft
Office Excel dialog box so that any changes you
have made are not saved
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94
Summary
•
•
•
•
•
Start and quit Excel
Describe the Excel worksheet
Enter text and numbers
Use the Sum button to sum a range of cells
Copy the contents of a cell to a range of cells
using the fill handle
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95
Summary
•
•
•
•
•
Save a workbook
Format cells in a worksheet
Create a 3-D Clustered Column chart
Change document properties
Save a workbook a second time using the same
file name
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96
Summary
• Print a worksheet
• Open a workbook
• Use the AutoCalculate area to determine
statistics
• Correct errors on a worksheet
• Use Excel Help to answer questions
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97
Homework
• Excel Project One in textbook
• In the lab # 2 on page EX 75-77
98
Microsoft Office 2007
Excel Chapter 1 Complete
Download