Spreadsheet (Excel XP)
Spreadsheet (Excel XP)
Chapter One
Spreadsheet Basics
The Excel Screen
Movement Keys
The Excel Menu
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SPREADSHEET BASICS
A spreadsheet is the computerized equivalent of a general ledger. It has taken the place of
the pencil, paper and calculator. Spreadsheet programs were first developed for accountants
but have now been adopted by anyone wanting to prepare a budget, forecast sales data,
create profit and loss statements, compare financial alternatives and any other mathematical
applications requiring calculations.
The electronic spreadsheet is laid out similar to the paper ledger sheet in that it is divided into
columns and rows. Any task that can be done on paper can be performed on an electronic
spreadsheet faster and more accurately.
The problem with manual sheets is that if any error is found within the data, all answers must
be erased and recalculated manually. With the computer, formulas can be written that are
automatically updated whenever the data is changed. By having formulas that automatically
recalculate, you can play with the numbers to see how the final result is affected.
The horizontal bar across the top of the worksheet is filled with letters, beginning with A and
ending with the letter IV. Each letter represents a column while the vertical bar along the left
side of the worksheet is filled with numbers that refer to rows. The rows are numbered 1
through 65536.
The intersection between a column and a row is referred to as a cell. A cell is similar to a box
that can be used to store pieces of information. Each piece of information could be a word or
group of words, a number or a mathematical formula.
Each cell has its own address. This address is used in formulas for referencing different parts
of the worksheet. The address of a cell is defined by the letter of the column it is located in
and the number of the row. For example, the address of a cell in column B, row 5 would be
referred to as B5. The column is always listed first followed by the row without any spaces
between the two.
These cell addresses are useful when entering formulas. Instead of typing actual values in
your equations, you simply type the cell address that the value is stored in. Then, if you need
to go back and change one of the values the spreadsheet automatically updates the answer
based on the new number(s).
For example, instead of typing 67*5.4 you could enter C5*D5. The number 67 is stored in cell
C5 and the number 5.4 is stored in cell D5. If these numbers change next month or next year,
the formula remains correct as it references the cells - not the actual values. With the second
formula, you can change the numbers stored in cells C5 and D5 as often as required and see
the result recalculate immediately.
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Follow the steps shown below to run Excel from the Start menu:
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Across the top of the Excel window is the Title Bar which displays the name of the application.
In the far left corner of the title bar is a small Excel icon (referred to as the “Control Icon”)
which is used to access a pull-down menu containing selections for changing the window’s
size and placement. In the upper right corner are the three standard Windows buttons for
minimizing, maximizing/restoring the window, and closing the program.
The second line is referred to as the Menu Bar and contains all of the commands required to
use this application. You can access any menu item by simply pointing to it and clicking the
[LEFT] mouse button once. Notice that each menu item has one underlined letter which can
be used in conjunction with the A key to access the menu directly through the keyboard.
Once the menu is opened, you may notice icons to the left of some of the options. If a menu
item could have been accessed via the tool bar, Excel displays these tool bar icons along the
left side of the opened menu to help you associate the menu item with the correct icon.
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Some menus provide additional options which are not immediately displayed. To access
these extra options, you may either click on the button (located along the bottom of the pull-
down menu) or double-click the menu.
To the right side of the menu bar is a help box where you may enter a quick question. Simply
click in the Ask a Question box and type your question (such as “how do I print”) and press
the E key. Excel will run its help feature and display the help topics most closely associated
with the question you entered.
In the far right corner of the menu bar line are the three standard Windows buttons for
minimizing, maximizing/restoring the document window, and closing the current workbook. To
quickly close the current workbook, click on the button.
The standard Tool Bar is located on the left side of the third line and can be used to quickly
perform functions without having to access the menu. If you point to a tool without clicking the
mouse button, a brief description of the tool will appear.
The Format Bar is combined with the tool bar and is placed along the right side of the third
line. This bar offers a variety of shortcuts for changing the appearance of cells.
Because these two tool bars are combined, you cannot see all of the icons. Instead, Excel
displays the most commonly used tools on these two bars and offers an additional button to
access the hidden tools. Once you select a tool that was previously hidden, Excel displays it
directly on the standard or formatting tool bar for future use. This allows you to personalize
the tool bars to display the tools you most often use. In addition, some tool bars contain an
extra button that can be used to add or remove tools.
The next line is the Formula Bar which displays the current cell address and its contents. As
you move from cell to cell, Excel will keep track of the current cell address for you.
The next section of the screen lists the columns and rows within the current worksheet. As
mentioned, columns are lettered and rows are numbered. The first 26 columns are lettered A
through Z. Excel then begins lettering the 27th column with AA and so on. In a single Excel
worksheet there are 256 columns (lettered A-IV) and 65,536 rows (numbered 1-65536).
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The highlighted borders around the document window indicate the columns and rows and are
used to identify where on the worksheet you are located since you obviously cannot see an
entire worksheet of this size on the screen at one time.
The worksheet itself is located to the right and beneath the borders. This is where you will
actually be working and entering information. The outlined cell (the one with the dark borders)
within the worksheet is referred to as the active cell. Each cell may contain text, numbers or
dates. You can enter up to 32,000 characters in each cell.
Towards the bottom of the worksheet is a small Tab that identifies each sheet within the
workbook (file). If there are multiple sheets, you can use the tabs to easily identify what data
is stored on each sheet. For example, the top sheet could be "Expenses" and the second
sheet could be called "Income". When you begin a new workbook, the tabs default to being
labeled Sheet1, Sheet2, etc.
Along the bottom of the screen is another bar called the Status Bar. This bar is used to
display various information about the system and current workbook. The left corner of this line
lists the Mode Indicator which tells you what mode you are currently working in. When Excel
is ready for you to enter text, the mode indicator will read “Ready”.
A separate window is placed to the right of the worksheet area and is referred to as the Task
Pane. This window is used to quickly access your most commonly used tasks (such as
creating a new workbook or opening an existing file). There are other tasks that Excel will
display within the task pane, depending on what you are currently working on. In addition, you
can manually switch panes by selecting the one you wish to view from the pull-down list
located at the top of the currently displayed task pane.
To make working with multiple workbooks less confusing, Excel has included a feature which
automatically displays all opened workbooks along the taskbar. Rather than having to access
the menu labeled Window to switch between opened files, you can simply use your mouse to
click on the name of the file you wish to access directly on the taskbar. Once selected, that
file becomes the active window.
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Excel lights up column and row headings as you move from cell to
cell. This helps to distinguish the current cell address.
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The right side of the workbook window contains the task pane
which allows you to quickly perform common tasks (such as
opening an existing file or creating a new workbook). To increase
your work space, remove the task pane from view by clicking on
the button (located in the upper right corner of the task pane).
NOTE: Once the task pane has been removed from view, you
can easily redisplay it by accessing the View menu.
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CHANGING THE ZOOM FACTOR
NOTE: If you have not used this tool before, it may not be
displayed on the tool bar. To access it, click on the
button and select it from the list of additional tools.
Click on the down arrow located to the right side of the current
zoom factor. Scroll through the available zoom choices.
When you select a zoom factor, Excel will zoom in or out of the
worksheet area - as specified in the Zoom.
In addition, you can hide everything except the worksheet and the
menu (which will increase your working area) by accessing the
View Full Screen menu.
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DISPLAYING ALL TOOLS
Excel does not automatically display all of the tools on the tool bar
and formatting bar. Instead, the most often-used tools are
displayed while the other tools are hidden from view.
To view all of the tools, you can instruct Excel to display the tool
bar and formatting bar on separate lines by following the two steps
outlined below:
Excel will display the standard tool bar on the third screen line and
the formatting tool bar on the fourth line so that all tools are visible.
NOTE: To combine the two tool bars once again, simply click
on the button (located to the far right of the tool bar
and select Show Buttons on One Row from the
pull-down list of options.
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Chapter Two
Entering/Editing Data
Deleting Information
Adjusting Column Widths
Creating Formulas
Filling Formulas
Saving a Workbook
Previewing/Printing
Changing Page Setup
Closing a File
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ENTERING INFORMATION
USAGE: Excel allows you to type in words, numbers or
formulas.
Click in the cell you wish to store the data in and then simply type
the word(s), number or formula.
If you make a mistake while typing, use the ¢ key to correct what
has already been entered.
You cannot use the arrow keys at this time to make corrections!
Pressing an arrow key will enter what you have typed so far into
the cell and then automatically move the pointer in the direction of
the arrow key you pressed.
Two symbols in little boxes also pop up to the left of the formula
bar. The can be used by mouse users instead of pressing the
Enter key. The X is used like the Esc key to cancel.
When entering text, words are automatically left aligned within the
cell while numbers are placed to the right.
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THE AUTOCOMPLETE FEATURE
To save you from typing the same entry more than once, Excel
offers a feature referred to as AutoComplete.
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From the list provided, select the entry you
would like placed in the current cell.
NOTE: For this feature to work, you must select a cell directly
beneath the current list of entries. If a blank cell exists
between the current entries and your selected cell, the
list will be empty.
Click on the cell and a small warning icon will appear. Click on
the icon to access the following pull-down menu:
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EDITING DATA
USAGE: If you type something in a cell and then decide later
to change or correct it, place your pointer on the cell to edit and
reactivate it by selecting from one of the two methods mentioned
below:
Your cursor will appear within the cell in the form of a vertical bar
and you will be able to use Backspace and Delete Keys to
make corrections.
You can also use the following keys for movement while editing:
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DELETING DATA
USAGE: Although you can type over existing data - simply
replacing it with the new information, there may be times when you
would like to clear a cell out so that nothing is stored in it. In those
instances it would make sense to delete the contents of the
selected cell(s).
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CLEARING A CELL
Excel not only allows you to clear the contents of a cell (the actual
data), but also the format and/or comments attached to the cell.
Before continuing, move your pointer to the cell you wish to clear
and then access the following menu:
MENU:
edit
Clear
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UNDOING THE DELETION
Every time you select Undo from the menu, Excel undoes the
previous action (in other words, it scrolls through all actions also).
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REPEATING COMMANDS
If you undo a set of actions and then change your mind (again),
you can always "Repeat" what you have just undone. Using the
same process as undoing multiple commands, you can select the
number of actions to repeat.
NOTE: If you have not used this tool before, it may not be
displayed on the tool bar. To access it, click on the
button and select it from the list of additional tools.
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MOUSE SHAPES
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SELECTING A BLOCK OF CELLS
Place the mouse in the middle of the first cell. The pointer's shape
should be a thick cross-hair. Click and drag to highlight.
Hold the Shift key down and press the arrows to select a block.
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Should a cell be too narrow for text or numbers that you have
entered, you can widen the column in which the entry is located by
following the steps outlined below:
Click and drag the column margin line either to the right
(expanding it) or to the left (shrinking it).
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TIP: If you double-click the column or row margin
line, Excel will automatically adjust the width of the
column or row to fit the largest cell in the column/row.
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ENTERING A FORMULA
USAGE: Formulas are used to obtain answers based on
mathematical equations that you design. Formulas can be as
simple as "2+2" or as complex as calculating the depreciation of
fixed assets. When creating formulas, you may use actual values,
cell addresses or a combination of the two.
The equal sign (=) is used to indicate to Excel that you are
about to enter a formula. This also ensures that formulas
beginning with a cell address are not mistaken for text.
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ENTERING NATURAL LANGUAGE FORMULAS
To create a formula that calculates the total for the 1 st quarter, you
would move to cell D2 and enter either of the following formulas:
=B2+C2
=FY 1998+FY 1999
To create a total for FY 1998, you would move to cell B6 and enter
either of the following formulas:
=B2+B3+B4+B5
=1st qtr+2nd qtr+3rd qtr+4th qtr
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CORRECTING FORMULAS
When you press the Enter key after typing in a formula, Excel
checks the formula for possible syntax errors.
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Although you could access the Edit Fill Series... menu, the
mouse is much quicker, as shown below:
Place your mouse over the small square in the lower right
corner of the cell containing the formula you wish to copy.
The pointer should change to a thin cross-hair .
This also works for text and numbers without formulas, such as
months (shown in the example above) or actual numbers.
Excel's auto fill feature will fill a block of cells with either numbers or
text depending on what is located in the first cell. For example, if
the first cell contains the word "Jan", Excel will automatically fill the
other cells with the rest of the months.
As you begin filling the destination cells with months, Excel will
display the name of each month as it is being filled so that you
know how far to fill.
When working with numbers, however, you must enter two cells of
data so that Excel knows what increments the numbers should be
increased by each time. If you only enter a single number and then
try to create a fill based on that single cell, Excel will simply copy
the number down the worksheet.
Select the two cells containing the numbers. Once the two
cells have been selected, release the mouse button.
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Once you have used the auto fill feature, a small icon will be
placed in the bottom right corner of the last filled cell.
NOTE: These auto fill options will vary depending on what you
have just filled (e.g., a formula, a number, a month).
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SPELL CHECKING
USAGE: Before saving and printing the worksheet out for
others to read, you should always check it for typing errors. By
comparing words in your file against the dictionary, Excel can
check your spelling and alert you of possible mistakes.
For each word that the program cannot find in its dictionary, Excel
asks you what to do. You can choose change the spelling of the
word, suggest alternatives, leave the word as it is, or add the word
to the dictionary. Excel also checks for repeated words and
incorrect capitalization.
Excel will stop at the first unrecognized word, highlight it, and
display it in the dialog box along with a list of options, as shown in
the diagram below:
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The following spell options are available within the dialog box:
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SAVE is the normal save feature which will ask you the first time
you save a file to assign a name to it. From that point on, choosing
SAVE will simply update the file to include the latest changes. On
the other hand, SAVE AS saves an existing file under a new name
or as a different format to be imported into another program.
file
save
The first time you save a workbook file, Excel provides a dialog box
prompting you to enter a file name, as shown below:
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Along the left side of the dialog box, Excel displays the Places Bar
which includes the History, My Documents, Desktop, Favorites,
and My Network Places. Depending on which version of Windows
you are using, you may see “Web Folders” instead of “My Network
Places”. These “places” can be used to quickly access specific
types of files or storage locations. If you do not want to store your
workbook in one of these locations, you will need to save it in a
different folder by clicking on the down arrow beside the box
labeled Save in (located across the top of the dialog box) and
select a new storage location.
Enter a name for the file in the box provided and then click on
to actually save the workbook.
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PREVIEWING A WORKBOOK
USAGE: Previewing shows you the portion of the document
that will be printed and how the spreadsheet will be positioned on
the page(s) without actually printing a copy.
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The mouse pointer becomes a magnifying glass in the middle of
the page while in the Preview mode. Click the button once to
zoom in and a second time to zoom back out of the worksheet.
When zooming in and out with the mouse, be sure to place the
mouse pointer on a portion of the actual worksheet. If you click on
a white area, you will zoom into a blank section.
The following buttons appear across the top of the preview screen:
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You can access the Page Setup dialog box from the Print Preview
screen by clicking on the button or within your spreadsheet
by accessing the menu, as shown below:
MENU:
file
Page Setup...
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Within the tab labeled Page, the following options are available:
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CUSTOMIZING MARGINS
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CUSTOMIZING HEADERS/FOOTERS
The top section is a sample of what the current header will display.
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To customize the header/footer click on one of these buttons:
The custom header and footer dialog boxes look the same:
Use the Left, Center and Right sections of the box to enter text.
The section you type it in will determine where the header/footer
text will be placed on the printed page.
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SHEET PRINTOUT OPTIONS
Click on the Sheet tab to customize the print features that affect
the overall sheet, as shown below:
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Print You can choose to either display
Gridlines or suppress the sheet gridlines from
printing.
Once you have made your selections from the various tabs, click
on the button.
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Click on this tool to begin printing. If you select this tool, the
worksheet will be printed - bypassing the print dialog box.
At the top of the dialog box, Excel displays the current printer.
Click on the down arrow beside this box to choose another
printer. From within this dialog box you can also select what you
want to print (e.g., the current selection, active worksheet or entire
workbook), how many copies are needed, whether multiple copies
should be collated and which pages to print. In addition, you can
instruct Excel to save the print job to a file to print at a later time.
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This button allows you to further specify how the
document will be printed.
The tabs within this second dialog box will vary depending on the
printer selected. The basic tabs are those discussed below:
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If you prefer to preview the print job before actually printing, click
on the button.
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CLOSING A WORKBOOK
USAGE: Once you have completed a workbook you will
usually want to close it so that you can work on something else.
Although you can have multiple workbooks open at the same time,
normally when you are done with a file it makes sense to close it.
This keeps your work space clean and frees up memory.
If you click on , Excel will save the file using the current
filename. Click on to close the file without saving it.
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You can either create another blank workbook or base the new file
on one of Excel’s built-in templates or from one of your existing
files. A template is used to determine the basic structure of the
workbook and can contain predefined settings, such as formulas,
formatting, and macros.
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If you had selected “General Templates...” as the category of
template to be applied to the new workbook (from within the task
pane), the following dialog box will be displayed:
Notice there are two tabs across the top of the dialog box. These
tabs represent template categories and offer a variety of templates.
You may have additional tabs (categories) installed.
Once you decide which template you would like to use, highlight its
name and then choose .
The new file will be created - based on the template you selected.
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SWITCHING BETWEEN MULTIPLE FILES
When working with two or more open workbook files, you can
either access the Window menu and then select the file you wish
to switch to or you can quickly switch between open files using the
Windows taskbar, as shown below:
Simply click on the file you wish to switch to and that workbook will
become the active window.
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Chapter Tree
Opening a Workbook
Moving Data
Alignment
Formatting Values
Inserting/Deleting
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Along the left side of the dialog box, Excel displays the Places Bar
which includes the History, My Documents, Desktop, Favorites,
and My Network Places. Depending on which version of Windows
you are using, you may see “Web Folders” instead of “My Network
Places”. These “places” can be used to quickly access specific
types of documents or storage locations.
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If you want to open a workbook that was originally created in
another format (such as another spreadsheet application), click on
the down arrow beside the box labeled Files of type and select
the format from the list provided.
When done, double-click on the name of the file you wish to open
or highlight the name and click on to open the file.
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MOVING DATA
USAGE: If you have created a workbook and then decide that
a portion of the data should be placed in a different area within the
file or to a different file completely, you can move the contents by
cutting and pasting. When you choose to cut a cell or block of
cells, Excel removes the cell(s) from the current workbook and
places it in the Windows Clipboard.
Although you could access the Edit Cut and then the Edit
Paste menu, the steps shown below allow you to quickly move a
cell or block of cells using the mouse:
NOTE: If you have not used these tools, they may not be
displayed on the tool bar. To access one, click on the
button and select it from the list of additional tools.
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COPYING DATA
USAGE: If you need a portion of data duplicated within the
same file or placed in another workbook within Excel, you can copy
the data. This leaves the information in its original location while
placing a copy of it in the new location. In this case, you would
want to copy the data - in other words, leave it in the original
location but take a copy of it to another location within the current
workbook or to another file.
Although you could access the Edit Copy and then the Edit
Paste menu, the steps shown below allow you to quickly copy a
block of cells using the mouse:
NOTE: If you have not used these tools, they may not be
displayed on the tool bar. To access one, click on the
button and select it from the list of additional tools.
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PASTE OPTIONS
Click on this icon to select from a list of options that defines how
the item should be pasted. These options depend on the type of
content you are pasting, the application you are pasting from and
the format of the data where you are pasting.
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To drag and drop a cell or block of cells, follow the steps below:
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COPYING CELLS WITH DRAG & DROP
To copy cells using drag and drop, follow the steps shown below:
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MOVING DATA ACROSS WORKSHEETS
You can also drag and drop cells across worksheets, as outlined in
the steps below:
Hold the Alt key down as you drag the block to the bottom
of the screen (along the tabbed area listing the available
worksheets within the current file).
Continue holding down Alt as you drag the block to the tab
representing the worksheet you wish to move the selected
block of cells to.
When you reach the desired cell location within the new
worksheet, release the mouse button. The selected block
should have now been moved to the new worksheet
location.
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COPYING DATA ACROSS WORKSHEETS
You can also drag and drop cells to copy them across worksheets,
as outlined in the steps below:
Hold down both the Ctrl and the Alt keys as you drag the
block to the bottom of the screen (along the tabbed area
listing the available worksheets within the current file).
Continue holding down Ctrl and Alt as you drag the block
to the tab representing the worksheet you wish to copy the
selected block of cells to.
When you reach the desired cell location within the new
worksheet, release the mouse button. The selected block
should have now been copied to the new worksheet
location.
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The Office Clipboard will automatically be opened and displayed
within the task pane, as shown below:
The clipboard will display each of the cut or copied items - with the
latest item placed at the top of the list. If you have cut or copied
several entries, a scroll bar will be placed along the right side so
that you can quickly move through the items.
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There are two tools available across the top of the clipboard:
To remove a single item from the clipboard, point to the item you
wish to remove until you see a small down arrow .
CLIPBOARD OPTIONS
From the four options available, check the box labeled Show
Office Clipboard Automatically to open the clipboard within the
task pane when two items in a row have been copied.
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Choose Show Status Near Taskbar When Copying to display the
status of a copied item on the taskbar.
Check each of the options you would like to enable from the list.
Click a second time to disable the option.
From this list, you can choose to display the Office Clipboard, clear
all of the items currently being stored within the clipboard, or close
the clipboard. The last item within this list allows you to specify the
display options for the clipboard (which were discussed on the
previous page).
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Left Justified
Centered
Right Justified
Select both the cell containing the data and the empty
adjacent cells in which you wish to center the information
across. Once selected, release the mouse button.
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INDENTING TEXT WITHIN A CELL
You can indent text within a cell. This can help when creating lists
or outlines.
NOTE: If you have not used this tool before, it may not be
displayed on the tool bar.
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FORMATTING NUMBERS
USAGE: When entering values, Excel automatically uses a
format which omits dollar signs, commas and a fixed number of
decimal places. This can make numbers difficult to read at times
and inconsistent. Excel does, however, allow you to access other
built-in formats (such as percentage signs, dollar signs, etc.).
Select the cells to format and then choose on the following tools:
NOTE: If you have not used these tools before, they may not
be displayed on the tool bar. To access them, click
on the button (located along the right side of the
formatting tool bar) and then select the desired tool
from the list of additional formatting tools.
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INSERTING A ROW/COLUMN
USAGE: As you work with a worksheet, you may find it
necessary to add a row or column. When inserting, Excel will
move the contents of the currently selected row down or the
current column to the right to make room for the new row/column.
Select the row or column where the new one should appear.
NOTE: To insert more than one row or column, you will need
to click and drag across the row/column headers to
select the number to be inserted.
Select
insert from the pop-up menu
that appears.
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If you prefer accessing the menu:
MENU:
insert
rows or columns
You will be placed back in the worksheet and a new row or column
(depending on what you had highlighted before entering the menu)
will appear.
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DELETING A ROW/COLUMN
USAGE: You may also find yourself needing to delete a row or
column. Your first step will be to select the column or row to be
removed.
Choose delete from the
pop-up menu that appears.
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If you prefer accessing the menu:
MENU:
edit
delete
You will be placed back in the worksheet and all of the rows or
columns that you had highlighted before entering the menu will
have been removed.
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Chapter Four
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Functions begin with the = sign just as formulas do. For example,
if you had a large column of numbers to be added (A1:A100), you
might think you need a long formula to include all of the addresses
(=A1+A2+A3....+A99+A100). However, Excel provides a
mathematical function which is used primarily to add blocks of
numbers. The formula could be re-written as =SUM(A1:A100)
which is much shorter.
You must define the block just like any other block by specifying
the first and last cell addresses.
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THE AUTOSUM FEATURE
Select the cell either to the right or below the cells that are to
be totaled.
NOTE: If you only click on the AutoSum tool once, Excel will
highlight the cells it assumes you want to include in
the formula. The second click is used to confirm the
selection.
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ACCESSING OTHER FUNCTIONS
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To have Excel perform a function that is not displayed in the pull-
down list, you will need to access the Insert Function dialog box,
as outlined in the steps below:
Be sure that the current cell is the one in which you want the
function to be placed.
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The dialog box is divided into two main sections. The top
section of the box allows you to either enter an explanation
as to the type of function you want to perform or select the
category of function you are searching for. After entering
the explanation or selecting the category, click on
to view a list of related functions.
The bottom of the dialog box lists the results of your search.
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A bar will be displayed while you select the block of cells to
include in the formula, as illustrated below:
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Chapter Five
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APPLYING ATTRIBUTES
USAGE: To emphasize headings within your spreadsheet you
may use the bold, underline, or italics attributes within Excel. Each
attribute is activated/deactivated using the same steps. The first
time you select the tool, the attribute is turned on. The second time
it is turned off.
Once the cells have been selected, you can use either the mouse
or the keyboard to apply the attributes.
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CHANGING THE FONT SIZE
You can also easily change the size of the font that is applied to a
cell or block of cells.
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NOTE: If you have not used this tool before, it may not be
displayed on the tool bar. To access it, click on the
button (located along the right side of the
formatting tool bar) and then select the tool from the
list of additional formatting tools.
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ADDING A FILL COLOR
Excel also allows you to add a shade color to the selected cell(s)
when working with color displays or printouts.
Click
on the down arrow to the right
of the Fill Color tool (which is
located on the formatting tool
bar). Excel will display a palette
of available colors from which to
choose.
NOTE: If you have not used the Fill Color tool before, it may
not be displayed on the formatting tool bar.
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CHANGING THE FONT COLOR
Click on the
down arrow beside the
Font Color tool (which is
located on the formatting
tool bar).
Select the color you wish to use (from the pull-down list) for
the selected text.
NOTE: If you have not used the Font Color tool before, it
may not be displayed on the tool bar.
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Select the block of cells you wish to modify and then (while
pointing to the selected block) click the [RIGHT] mouse
button once.
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THE NUMBER TAB
Along the left side of the dialog box is a section labeled Category.
Scroll through the list until you find the desired category (e.g.,
currency, percentage, date, time).
To customize the current setting, use the right side of the dialog
box to make the necessary changes.
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THE ALIGNMENT TAB
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THE FONT TAB
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THE BORDER TAB
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THE PATTERNS TAB
This tab allows you to choose the cell shading color and pattern to
be applied to the selected cell(s).
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THE PROTECTION TAB
This tab allows you to specify how the selected cell(s) or objects
will be handled when the worksheet is protected.
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USING AUTOFORMAT
USAGE: Excel offers a feature which applies a built-in
combination of formats, called an AutoFormat, to a block of cells.
These formats include fonts, alignments, borders, patterns, column
width/row height, shading, and number formats.
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When you select one of the pre-designed formats, Excel changes
all formats within the selected area (e.g., number, font, patterns,
alignment, borders, etc.) to match the selected format. There may
be times when one of the choices is not suitable for the selection.
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NOTE: If you have not used the Format Painter tool before,
it may not be displayed on the tool bar.
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Chapter Six
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CREATING A CHART
USAGE: You can present worksheet data more effectively and
make it easier to understand and analyze if you display it
graphically, as illustrated below:
Excel comes with a Chart Wizard tool which steps you through the
process of creating charts. These charts are automatically
embedded within the worksheet but can be printed individually.
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After selecting the chart tool, follow the four steps in the
resulting dialog box.
Step 1 contains two tabs. The first one (labeled Standard Types)
defines the type of chart desired. Select the Chart Type (from the
left side) and then the Sub-type (from the right side).
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The second tab (labeled Custom Types) allows you to choose
from a list of more custom chart types.
Notice there are two radio buttons located along the bottom left of
this dialog box. You can select custom charts that are either Built-
in or User-defined (those that you create and then save to use
later with future charts).
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Step 2 contains two tabs. The first one (labeled Data Range)
allows you to specify the range to plot.
Enter the range of cells you want to plot. If you had selected a
range of cells before clicking on the chart tool, they will
automatically be placed in the Data range box.
If you click on the button, the box will be temporarily set aside
and you will be taken back to the worksheet where you can select
the range used for the chart.
Once the range has been selected, re-activate the chart wizard by
clicking on (located in the right corner of the Chart Source
Data title bar).
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The second tab (labeled Series) is used to name and define each
value series being plotted and labels for the x-axis.
When you enter the information in the boxes provided, the sample
chart will reflect the new data. Each series (as created) should be
added to the left side of the box. To remove an existing series,
select the series to remove and click on .
Click on to temporarily set aside the box and take you back to
the worksheet where you can select the names and values needed
for the chart. When complete, re-activate the chart wizard by
clicking on .
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Step 3 contains six separate tabs. The first tab (labeled Titles)
allows you to enter chart titles. Click in the appropriate box and
enter the text to be placed on each side of the chart. Notice that
the sample on the right reflects changes as they are made.
The second tab is used to display/hide the x and y axis for the
chart. The sample on the right reflects changes as they are made.
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THE GRIDLINES TAB
The third tab determines which gridlines (if any) will be included on
the chart. Check the desired gridline box. Notice the chart reflects
changes as you make them.
The fourth tab is used to add or remove legends. If you are plotting
multiple series, a legend can help your audience to understand
what the chart consists of. You can check the Show legend box
and then choose where the legend should be placed. The sample
chart reflects changes as they are made.
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THE DATA LABELS TAB
The fifth tab specifies if and where data labels will be placed. Data
labels are the actual values representing the bars/lines on the
chart. Notice the sample reflects changes as they are made.
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Step 4 asks you to determine the placement of the chart. Select
whether the chart should be inserted as a new sheet or as an
object within the current worksheet. You can place the chart on the
current worksheet and still print it separately. By default, Excel
chooses to insert the chart as an object on the current sheet.
As you move the mouse across the chart, Excel displays a tip box
showing what part of the chart would be selected if you clicked the
[LEFT] mouse button.
Before you can modify any chart object, you must select it - by
clicking on it once. Handles (small black boxes) will surround the
object - indicating you can now modify it. When you select the data
series, the cells being plotted are also selected.
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SIZING THE CHART
Click and drag the mouse pointer to resize the chart. If you
hold down the Ctrl key as you drag, the chart will be sized
from the middle out. If you hold down the Shift key as you
drag, the chart is sized proportionately.
Select the outside border of the chart. Be sure you see the
handles surrounding the chart.
Once you add the chart to your worksheet, you can either print it
out with the data or alone. If the chart is not selected, it will be
printed as an object, along with your cell data.
To print the chart alone, click on it once (to select it) and then
follow the normal printing steps.
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USING THE CHART TOOL BAR
Once the chart is created, any time the chart is selected, a tool bar
will appear on the screen.
If for some reason you do not see it, point to one of the other tool
bars and click your [RIGHT] mouse button once to display a list of
available tool bars. Select Chart from the list of tool bars.
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Adds or removes a data table. A data table
contains a separate table listing the actual
values being plotted.
TIP: You can quickly adjust the value linked to a data point
(e.g., bar). Click once on the bar to select the data
series and then a second time to select the data point
itself. Next, grab the middle handle at the top of the
bar and drag it up or down to increase or decrease the
linked value. This allows you to quickly run “what if”
scenarios directly from the chart.
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APPLYING TEXT ATTRIBUTES TO CHART OBJECTS
You can quickly apply attributes to chart objects the same way you
applied attributes to cell contents.
Before continuing, select the text object to modify and then click on
one of the following tools:
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APPLYING NUMERIC FORMATS TO CHART OBJECTS
APPLYING NUMERIC FORMATS TO CHART OBJECTS
NOTE: If you have not used these tools before, they may not
be displayed on the tool bar. To access them, click
on the button (located along the right side of the
formatting tool bar) and then select the desired tool
from the list of additional formatting tools.
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CHANGING COLORS
You may also want to change the colors of one of the data series
on the chart.
Click
on the down arrow to the right
of the Fill Color tool. Excel will
display a palette of available
colors from which to choose.
Select
the color you wish to apply (from
the pull-down list) to the selected
text.
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