Introduction
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1
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1.1
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Spreadsheet Basics ..........................................................................................................
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1
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1.2
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Screen Elements ..............................................................................................................
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2
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1.3
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Data Selection ..................................................................................................................
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2
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1.4
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Spreadsheet Navigation ....................................................................................................
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3
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2
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Data Entry and
Revision
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4
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2.1
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Cut, Copy, and Paste........................................................................................................
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5
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2.2
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Find and Replace .............................................................................................................
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5
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2.3
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Filling Data ......................................................................................................................
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6
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2.4
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Sorting Data ....................................................................................................................
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6
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3
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Formatting Cells
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7
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3.1
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Format Cells dialog box ....................................................................................................
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7
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3.2
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Autoformat .......................................................................................................................
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8
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3.3
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Format Painter .................................................................................................................
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8
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3.4
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Formatting Toolbar...........................................................................................................
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8
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3.5
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Conditional Formatting ....................................................................................................
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8
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3.6
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Styles ...............................................................................................................................
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10
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4
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Other Useful Skills
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11
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4.1
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Additional Keyboard Shortcuts ........................................................................................
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11
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4.2
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Worksheet Modification ....................................................................................................
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11
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4.3
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Page Properties and Printing ............................................................................................
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12
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4.4
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Data Import and Export ...................................................................................................
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13
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4.4.1 Importing Data......................................................................................................
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14
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4.4.2 Exporting Data......................................................................................................
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15
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4.5
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Customizing Excel ...........................................................................................................
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15
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4.5.1 Menus ..................................................................................................................
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15
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4.5.2 Toolbars ...............................................................................................................
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15
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Introduction
·
A spreadsheet
is the computer equivalent of a paper ledger sheet.
Microsoft Excel can be
used to organize, calculate, and analyze your data.
·
Unlike manual systems, your spreadsheet environment can become a
responsive and dynamic work
environment by using formulas,
which will automatically update when you change your data.
Microsoft Excel
enables you to (among countless other things):
·
format your data;
·
organize your data by sorting it;
·
name ranges of data and use the range names in formulas and
navigation for automatic updating;
·
use cell references rather than values in
formulas allowing you to adjust formulas as you copy and move
them
across the spreadsheet;
·
generate charts and graphs illustrating your
data;
·
automate and customize procedures by using macros.
An introduction to all
of these mentioned tasks will be covered in the four Introduction to Excel lectures.
1.1
Spreadsheet Basics
·
Each Excel file is a workbook that
can hold many worksheets.
·
Each worksheet (i.e. spreadsheet) is made up of
– rows (horizontal; designated by numbers),
– columns
(vertical;
designated by letters),
– and their intersections, which are called cells.
· The letters and
numbers of the columns and rows (called labels)
are displayed in gray buttons across the top and left side of the worksheet.
· Each
cell on the spreadsheet has a cell address that is the column letter
followed by the row number.
– Example:
the
very first cell address in the worksheet is A1
(column A, row 1).
·
Three basic types of data can be entered into a
cell:
1. text (text with no
numerical values, such as ”Days”),
2. numbers (just a number/a constant value, such as
”5”),
3. and formulas (a mathematical equation used
to calculate a result, such as ”=5+3”). –
NOTE: All formulas MUST begin with an equal sign (=) in
order to be calculated.
1.2
Screen Elements
The following are
elements of the Microsoft Excel environment:
· Menu bar: displays the names of
the drop-down menus; contains the minimize, maximize, and close buttons for the
document.
·
Toolbars:
provide
shortcuts to menu commands (Standard and Formatting toolbars shown by default).
·
Cell
Number Box: displays
the address of the active cell.
·
Formula
Bar: displays
the contents of the active cell.
·
Worksheet
Tabs: show
the worksheet or chart names; new files have three worksheet tabs by default.
· Scroll Bars: navigates to different
areas of the active worksheet; located on the right and bottom of the
worksheet.
· Worksheet Tab Scroll Buttons: scrolls the display of sheet tabs one at a time or to display the
first and last grouping of sheet tabs.
1.3
Data Selection
Use the mouse and/or
keyboard shortcuts to select (highlight) cell(s), row(s), and column(s) of
data:
·
Single clicking on the column label will highlight the whole
column.
·
Single clicking on the row label will highlight the whole row.
· Clicking and dragging
across several row or column labels will highlight several rows or columns,
respectively.
·
Clicking and dragging across a group of cells will highlight the contiguous (adjacent) group.
·
Single clicking on one cell, pressing the F8 key (once) or holding
down the Shift key, and then using the arrow keys to select the contiguous
group will also highlight them.
– With the F8 key, you must press the F8 key once again or press the
Escape key once to escape from the highlighting.
· Noncontiguous (non-adjacent) cells
can be highlighted by holding down the Ctrl key and using the mouse to single
Click the desired cells.
· Clicking on the gray
box where the row labels and column labels intersect (top left corner of
worksheet) will highlight the whole worksheet.
·
Other keyboard shortcuts for selecting cells
include:
Action Result
Ctrl+Spacebar Highlight the entire column
Shift+Spacebar Highlight the entire row
Shift+Spacebar Highlight the entire row
Ctrl+A Highlight
the entire worksheet
SECTION 1. INTRODUCTION
1.4
Spreadsheet Navigation
As you enter and edit data, you will need to move through the
worksheet, which can be done using your mouse or keyboard shortcuts.
The following is a summary of available
spreadsheet navigation techniques:
Action Result
Single Click Cell Makes the cell-active
Enter Moves the active cell
one cell down
Shift+Enter Moves the active cell one cell up
Tab Moves the active cell
one cell to the right
Shift+Tab Moves the active cell
one cell to the left
↑ Moves
the active cell up one row
↓ Moves
the active cell down one row
← Moves
the active cell left one column
→ Moves
the active cell right one column
Home Moves the active cell
to column A of the current row
Ctrl+Home Moves the active cell to A1
Ctrl+End Moves the active cell to the last cell in the spreadsheet with
data Page Up or Page Down Moves the active cell
up or down by one screen full of rows
Ctrl+↑ Moves the active cell to the first row with data in the current
column
Ctrl+↓ Moves the active cell to the last row with data in the current
column
Ctrl+← Moves the active cell to the first column with data in the current
row
Ctrl+→ Moves the active cell to the last column with data in the current
row
Ctrl+Page Down Moves to the next worksheet
Ctrl+Page Up Moves to the previous worksheet
F5 Opens the Go To dialog
box
Section 2
Data Entry and Revision
When entering data into a worksheet, a cell
must first be selected.
·
Use the mouse, or keyboard to select the active cell, designated by the bold
outline.
– Clicking the
cell once will select and activate it.
– Double-clicking
the cell will cause the cursor to
appear.
Once the active cell has been selected, just
start typing.
·
While the cell is active, you can use the
Backspace key to edit the data you’re typing.
After your
finished typing the data into the cell, press either the Enter key or the Tab
key to “enter” the data and to move onto the next cell.
If you want to
confine the cell movement to a specific range, you can highlight that range and
then use the Enter key or Tab key to move through the selected cells
·
The cell selection will wrap within the range.
·
If you use the arrow keys, your range will be
deselected.
When editing
data that is already entered, you can:
1.
Select (single click) the cell and retype the
information (the previous contents of the cell will be replaced).
2.
Select (single click) the cell and press F2, which will place the cursor at the end of the contents of the
cell, and then modify the contents (using the left and right arrow keys, the
Home, the End, the Backspace, or the Delete key).
3.
Double-click the cell to place the cursor at
the point of interest, and modify the contents.
4.
Select (single click) the cell and go the formula bar, which
displays the contents of the active cell, to modify the contents
SECTION 2. DATA ENTRY AND REVISION
2.1 Cut, Copy, and Paste
The cut, copy and paste editing
tools are available in Microsoft Excel, just as they are available in Microsoft
Word.
·
Can access them either through
the Edit drop menu, using the Standard Toolbar buttons, or by using their
associated keyboard shortcuts:
Action Result
Ctrl+X Cut
Ctrl+C Copy
Ctrl+V Paste
Ctrl+V Paste
Can also use the drag-and-drop method:
1.
Select the
cells you wish to move.
2.
Point to an
outside border of the cell.
3.
Click and
drag the cell(s) to the new location.
With the drag-and-drop method, the data is removed from
its original location and overwrites the
contents in the destination location, just as when you cut and paste.
2.2 Find and Replace
Using Find or Replace from the Edit drop menu allows you to quickly find and/or replace text or
numbers in multiple cells.
1. Select the
range of cells you want to search.
·
If you want
to search the entire worksheet, click any cell in the worksheet.
2. If you wish to only search but not replace,
select Find
from the Edit drop menu.
· It can also use
the Ctrl+F keyboard shortcut.
· In the Find what: box, enter the text or numbers you want to search for or choose a
recent search from the Find what: drop-down box.
· Click Options to further
define your search.
–
In the Within box, you can
select Sheet
or Workbook to search a
worksheet or an entire workbook.
· To find the highlighted occurrence or all occurrences of the
specified characters, click Find All or Find Next.
3. If you wish to search and
replace, you can either select Replace
from the Edit drop menu (Ctrl+H keyboard shortcut) or you can select the Replace tab if the Find and Replace dialog box is already open.
·
In the Find what: box, Enter the text or numbers to find in the Find what: box as described.
·
In the Replace with: box, enter the replacement
characters and specific formats if necessary. – If you want to delete the characters in the Find what: box, leave the Replace with: box blank.
·
Click Options to further
define your search.
· To replace the highlighted occurrence or all occurrences of the
found characters, click Replace or Replace All.
SECTION 2. DATA ENTRY AND REVISION
2.3 Filling Data
The Autofill feature allows you to quickly
fill in commonly used series of data, such as repetitive or sequential data.
·
Often used
to fill in chronological dates or numbers, or repeated text.
· Example: If a cell contains the word ”January”, can quickly fill in other
cells with ”February”, ”March”, etc.
To use the Autofill feature:
1. In several cells, type the
first few elements of the series for Autofill to distinguish the pattern.
· Example: Type 1, 3, and 5 into three
different cells.
·
You can also incorporate
blank cells into your pattern.
2. Highlight
the cells distinguishing the series.
3.
Select the handle at the bottom
right corner of the cell with the left mouse and drag it down across as many
rows as you want to fill.
·
Can also
autofill across columns by dragging right.
4. Release
the mouse button.
If you want
to autofill a column or row with cells displaying the same number or text often
you only need to enter the data to repeat in one cell. Highlight this one cell
and drag the handle of the selection with the mouse.
·
If Excel does not distinguish the
repeating patterns, enter the same data into two adjacent cells, highlight the
two cells, and then drag the handle of the selection with the mouse.
2.4 Sorting Data
To execute a
basic descending sort based on one column:
1.
Highlight the
cells, rows, or columns that will be sorted.
2.
Select Sort from the Data drop menu.
3.
From the Sort dialog box, select the column for sorting from the Sort By drop-down menu and choose either ascending
or descending.
NOTE: If you want to sort your whole
data set by one column, highlight your whole data set before sorting. If you
highlight only the column you wish to sort, the one column will be sorted, but
the remainder of the corresponding data will not.
If the cells you highlighted
include the text headings in the first row, mark My list has... Header row in the Sort dialog box and the first row will remain at the top of
the worksheet.
Click the Options button in
the Sort dialog box for special non-alphabetic or
numeric sorts such as months of the year. The Options button also
allows you to sort rows (i.e., Sort left to right instead of Sort top to bottom).
Section 3
Formatting Cells
The contents of a highlighted cell
(either numbers or text) can be formatted in many ways.
By default, all cells are in General format
where text is left-aligned (contents of the cell are flush with the left border of
the cell) and numbers are right-aligned (contents of cell are flush with the
right border of the cell).
3.1 Format Cells dialog box
The Format Cells dialog box
contains a complete list of formatting options.
·
Highlight the cells you wish to
format first and then open the Format Cells dialog box by one of several ways:
– Select Format Cells from the
Format drop menu.
–
Right-click on the highlighted cells and choose Format Cells from the shortcut
menu.
– Use the
Ctrl+1 keyboard shortcut.
The
formatting options are contained in several tabs:
·
The Number
tab allows you to specify the data type of the contents of the cell.
– Select
General from the Category box if the cell contains text and number.
– Use Number
if you want to round your numeric values to a particular number of decimal
places.
– If you enter the date January 1, 2001, into a cell on
the worksheet, Excel will automatically recognize the text as a date and change
the format to 1-Jan-01. To change the date format, select Date from the
Category box and choose the format for the date from the Type box.
– If the field is a time, select
Time from the Category box and select the type in the Type box. – The date and time
combinations are also listed.
– When you have numbers with
leading zeros, Excel usually drops them, but formatting the cells as Text will
keep them.
– Select
Special if your cells contain zip codes, phone numbers, or Social Security
numbers.
·
The Alignment tab allows you to
change the position and alignment of the data within the cell. – You can also
wrap text within a cell, and merge cells in the Alignment tab.
·
The Font tab allows you to change
all of the font attributes including font face, size, styles, and effects.
·
The Border
and Pattern tabs allow you to add borders, shading, and background colors to a
cell.
SECTION 3. FORMATTING CELLS
3.2 Autoformat
Autoformat from the Format drop
menu also has many preset table formatting options.
1.
Highlight the
cells you wish to be formatted.
2.
Select
Format from the Autoformat drop menu.
3.
Select from
the list to find the most appropriate formatting.
4.
Click the
Options... button to select the elements that the formatting will apply to.
5.
Click OK
when finished.
3.3 Format Painter
A handy feature on the standard toolbar for formatting text is
the Format Painter. Specifically, it is useful when you have formatted a cell
with a certain font style, date format, border, and other formatting options,
and you want to format another cell or group of cells the same way.
1.
Place the
cursor within the cell containing the formatting you want to copy.
2.
Click the Format Painter button
in the standard toolbar (notice that your pointer now has a paintbrush beside
it).
3.
Highlight the
cells you want to add the same formatting to.
3.4 Formatting Toolbar
The shortcut buttons on the
Formatting Toolbar can also be used to adjust the font and cell attributes,
including the font face, size, style (bold, italic, and/or underlined), the
alignment of the data within the cell, and the data type.
If this
toolbar is not already visible on the screen, select Formatting from Toolbars
from the View drop menu.
The
following formatting keyboard shortcuts can also be used:
Action Result
Ctrl+B Bold
Ctrl+I Italicize
Ctrl+U Underline
Ctrl+5 Strikethrough
Shift+Ctrl+$
Format as currency with 2 decimal places
Shift+Ctrl+% Format as percent with
no decimal places
3.5 Conditional Formatting
Conditional Formatting allows you to define and apply
formatting to some cells, text, and numbers based on criteria that you set.
·
EXAMPLE: Use Conditional Formatting to
highlight all cells in any given range that are greater than 100.
·
The formatting, such as cell
shading or font color is automatically applied to the cells for which the
specified condition is true.
To add a conditional format:
SECTION 3. FORMATTING CELLS
1. Select the cells for which you want to add the conditional
formatting.
2. Select Conditional Formatting from
the Format drop
menu.
3. Do one of the following:
(a) To use values in the
selected cells as the formatting criteria, click Cell Value Is, select the comparison phrase, and then type a constant value or
a formula. If you enter a formula, start it with an equal sign (=).
· EXAMPLE: Use conditional
formatting to highlight all ages ≥ 25. Choose greater than or
equal to as the comparison phrase, and then type 25 as the constant.
(b) To use a formula as the
formatting criteria (to evaluate data or a condition other than the values in
selected cells), click Formula Is and then enter the
formula that evaluates to a logical value of TRUE or FALSE.
· Formulas
are discussed in detail in the other lectures.
· EXAMPLE: Use conditional
formatting and the COUNTIF function to find duplicate values of Baseline HR. Set up the
conditional format for the first baseline HR (in cell F2) using the formula =COUNTIF(F: F, F2) > 1, and then use the Format Painter (see below) to copy the formula to the other cells of interest.
4. Click Format.
5. Select the formatting you want to apply when the cell value
meets the condition of the formula returns the value TRUE.
6. To add another condition, click Add, and then repeat steps 1 through 3.
· You can specify up to
three conditions. If none of the specified conditions are true, the cells keep
their existing format.
· If more than one
specified condition is true, Microsoft Excel applies only the formats of the
first true condition, even if more than one condition is true.
To copy formats to other cells:
1.
Select the cells that the conditional formats you want to copy.
2.
On the Formatting
toolbar, click Format Painter (to the right of Paste) and then click the cells you want to format.
To change or remove a conditional format:
1. Do one or more of the following from within
the Conditional Formatting dialog
box:
(a)
To change formats, click Format for the condition you
want to change and change appropriately.
(b)
To reselect formats on the current tab of the
Format Cells dialog
box, click Clear.
(c) To remove one or more
conditions, click Delete and then select the
checkbox for the conditions you want to delete.
−→ To remove all conditional formats as well as
other cell formats for selected cells, point to Clear on the Edit menu and then click Formats.
To find cells that have conditional formats:
1. To find all cells that have conditional formatting, click any
cell.
To find cells that
have conditional formatting settings identical to the settings of a specified
cell, click
the specific cell.
SECTION 3.
FORMATTING CELLS
2.
On the Edit menu,
Click Go To.
3.
Click Special.
4.
Click Conditional formats.
5.
Do one of the following:
(a)
To find cells with any conditional
formatting, click All below Data validation.
(b)
To find cells with identical conditional
formats, click the Same below Data validation.
3.6 Styles
The use of styles in Excel allows you to quickly format your
worksheet, provide consistency and create a professional look.
Excel provides several preset styles in the Style dialog box:
1.
Highlight the cell(s) you want to add a style
to.
2.
Select Style... from
the Format drop menu.
3.
Select the desired style from the Style name: drop-down
box.
· Comma adds commas to the
number and two digits beyond a decimal point.
· Comma [0] is the Comma style that rounds to a
whole number.
· Currency formats the number as
currency with a dollar sign, commas, and two digits beyond the decimal point.
· Currency [0] is the Currency style that rounds to a
whole number.
· Normal reverts
any changes to the general number format.
· Percent changes the number to
a percent and adds a percent sign.
You can also create your own styles by modifying any of the
pre-defined styles in the Style dialog box.
1.
Highlight the cell(s) you want to add a style
to.
2.
Select Style... from
the Format drop menu.
3.
Select the desired style from the Style name: drop-down
box.
4.
Modify the attributes by clicking the Modify button.
5.
Check all the items under Style includes that the style should format.
6.
Click Add to preview the formatting changes on the worksheet.
You can also rename any existing style:
1. Select the cell on the
worksheet containing the formatting you would like to set as a new style.
2. Select
Style... from the Format drop
menu.
3. Click
the Style name: box so the style name is highlighted.
4. Delete
the text in the Style name: box and type the name of
the new style.
5. Press
OK when finished.
Section 4
Other Useful Skills
4.1 Additional Keyboard Shortcuts
The following are some of many document action keyboard shortcuts:
Action Result
Ctrl+O Open an existing file
Ctrl+N Open a new file
Ctrl+N Open a new file
F12 Save As
Ctrl+S Save
Ctrl+P Print
Ctrl+Z Undo
Ctrl+Y Redo
Ctrl+S Save
Ctrl+P Print
Ctrl+Z Undo
Ctrl+Y Redo
4.2 Worksheet Modification
To add a row to a worksheet: select Rows from the Insert drop menu, OR highlight the row(s) by clicking on the row
label(s), right-click with the mouse and choose Insert.
·
The row(s) will be inserted above.
·
To delete a row from a
worksheet: highlight the row(s) by clicking on the row label(s), and select
Delete cells from the Edit
drop menu, OR, right-click with the mouse, and choose Delete.
To add a column to a worksheet: select Columns from the Insert drop menu, OR highlight the column(s) by clicking on the
column label(s), right-click with the mouse and choose Insert.
·
The column(s) will be inserted to the left.
·
To delete a column
from a worksheet: highlight the column(s) by clicking on the column label(s), and
select Delete cells from the Edit drop menu, OR, right-click with the mouse, and choose Delete
There are two ways to resize rows and columns:
1.
Resize a row by dragging the line below the label of the row you
would like to resize. Similarly, drag the line to the right of the label of the
column you would like to resize.
2.
Click the row or column label and select Height by pointing to Row from the Format drop menu or Column from Width from the Format drop menu to enter a
numerical value for the height of the row and width of the column
SECTION 4.
OTHER USEFUL SKILLS
When the
data in the cell is too long to be displayed, you will see pound signs (#) in
the cell.
·
You can
change the column width by dragging.
·
You can also use the AutoFit function to adjust the column
width to accommodate the longest entry by double-clicking on the right column
divider line of the desired column.
·
Can also use
this method to shrink a specific column to optimal width.
·
Can also use
this method to expand/shrink all columns with text in a worksheet to optimal
width.
– Highlight all
of the columns in the worksheet.
– Double-click
on the right column divider line of any of the highlighted columns.
When you have a large worksheet with column and row
headings, you can use the Freeze Panes feature such that the headings can be
visible at all times, even as the worksheet is scrolled.
·
Click the
label of the row below the row that
should remain frozen at the top of the worksheet
·
Select
Freeze Panes from the Window drop menu.
·
To remove the frozen panes,
select Unfreeze Panes from the Window drop menu.
·
A similar process can be done to
freeze a column (click the label of the column to the right of the column that should remain frozen at the left of the
worksheet).
·
You can also
split the screen on both rows and columns.
To insert a worksheet: select Worksheet from the Insert drop menu, OR right-click a worksheet tab and choose Insert.
·
To delete a worksheet: select the sheet by clicking
the appropriate worksheet tab, and then select Delete from Sheet from the Edit
drop menu, OR right-click the
worksheet tab and choose Delete.
To rename a worksheet: select Rename from Sheet from the Format drop menu, OR right-click the worksheet tab and
choose Rename.
To move a worksheet: select Move/Copy from Sheet from the Edit drop menu, OR click and drag the worksheet tab to
the desired position.
·
Move/Copy
from Sheet from the Edit drop menu can also be used to copy the worksheet.
4.3 Page Properties and Printing
To set page breaks within the worksheet:
·
Select the
row you want to appear just below the page break by clicking the row’s label.
·
Then choose Page Break from the
Insert the drop menu.
·
You can also
use Page Break Preview from the View drop menu to manually override page breaks
Select Page Setup from the File drop menu to format the
page, set margins, and add headers and footers. Like the Format Cells dialog
box, the Page Setup dialog box has several tabs:
SECTION 4.
OTHER USEFUL SKILLS
·
Select the Orientation under the Page tab to make the page Landscape
or Portrait. The size of the worksheet on the page can also be formatted
under Scaling. To force a worksheet to print only one page wide so all the
columns appear on the same page, select Fit
to 1 page(s) wide by 1 tall.
·
Change the top, bottom, left, and
right margins under the Margins tab. Enter values in the header and footer fields to indicate how
far from the edge of the page this text should appear. Check the boxes for
centering horizontally or vertically on the page.
·
Add preset headers and footers to
the page by clicking the drop-down menus under the Header/Footer tab. To modify a preset header or
footer, or to make your own, click the Custom
Header and Custom Footer buttons. A new window will open allowing you to enter text in the
left, center, or right on the page.
– Format Text - Click this button after highlighting the text to change the
font, size, and style. – Page Number - Insert the page number of each page.
– Total Number of Pages - Use this feature along with the
page number to create strings such as ”page 1 of 15”.
– Date - Add the current date.
– Time - Add the current time.
– File Name - Add the name of the workbook file.
– Tab Name - Add the name of the worksheet’s
tab.
·
On the Sheet tab, check Gridlines if you want the gridlines dividing the cells to be printed on the page.
If the worksheet is several pages long and only the first page includes titles
for the columns, select Rows to repeat at top to choose a
title row that will be printed at the top of each page (or Columns to repeat at left).
Select Print Preview from the File
drop menu to view how the worksheet will
print.
·
Click the Next and Previous buttons at the top of the window to display the pages.
·
Click the Zoom button to
view the pages closer.
·
Make page
layout modifications needed by clicking the Page Setup button.
·
Click Close to return to
the worksheet or Print to continue printing.
To print the worksheet, select Print from the File drop menu.
· Print Range - Select either all pages or a range of pages to print.
·
Print What - Select the selection of cells highlighted on the worksheet, the
active worksheet, or all the worksheets in the entire workbook.
·
Copies - Choose the number of copies that
should be printed.
·
Check the Collate box if the
pages should remain in order.
4.4 Data Import and Export
The file(s) you wish to work with may not always be in
the form of a Microsoft Excel file. Fortunately, it is quite easy to both open
non-Microsoft Excel files and save your Microsoft Excel files as another file
format.
SECTION 4. OTHER USEFUL SKILLS
4.4.1 Importing Data
By importing data, you don’t have to retype
the data you want to analyze in Microsoft Excel.
You can import data
1. from databases and files, such as text files
(.txt), and comma-delimited files (.csv)
2. with
Microsoft Query
3. from
the Web
4. with
Visual Basic for Application VBA
You can import data to Microsoft Excel from most data sources by
pointing to Import External Data on the Data menu, clicking Import Data, and then choosing
the data you want to import in the Select
Data Source dialog box.
−→ You can also convert a
file from another program to Microsoft Excel by opening it in Excel with the Open command (File menu), such as text
files (.txt) and comma-delimited files (.csv).
The Data Connection Wizard, available when you
Click New Source in the Select Data Source dialog box, makes it possible to import data from external data
connections not available from the Select
Data Source dialog box.
To
import a text file:
−→ EXAMPLE: Use
the samplefile.txt (a
space-delimited file) to practice importing
a file.
1.
Open a new Microsoft Excel spreadsheet, move to a blank
spreadsheet, or click the cell where you want to put the data from the text
file.
2.
On the Data menu, point to Import External Data,
and then click Import
Data.
3.
In the Files of type box, click Text files.
4.
In the Look in list, locate and
double-click the text file you want to import.
5.
To specify how you want to divide the text into columns, follow
the instructions in the Text Import
Wizard, and then click Finish.
6.
In the Import Data dialog box, click Properties to set formatting and layout options for the imported data.
7.
In the Import Data dialog box, do one of the
following:
(a) To return the data to
the location you selected (or cell A1 in a new/blank spreadsheet), click Existing worksheet and then click OK.
(b)
To return the data to a new worksheet, click New worksheet, and then click OK. Microsoft Excel adds
a new worksheet to your workbook and automatically puts the imported data in
the upper-left corner of the new worksheet (starting in cell A1).
−→ To import the file using the Open
command (File menu), choose All Files (*.*) from the Files of type: dropbox. Then just work your way through the Text Import Wizard.
SECTION 4. OTHER USEFUL SKILLS
4.4.2 Exporting DataYou can convert a file from Microsoft Excel to another
file format by saving it with the Save As command (File menu) in Excel.·
Use the Save
as type: dropbox to choose the desired file format.·
The file formats available in the
Save As dialog box vary, depending on what type of sheet is active (a worksheet,
chart sheet, or other type of sheet).·
For most
file formats, Excel converts only the active sheet.·
To convert
the other sheets, switch to each sheet and save it separately.·
You can save (and
open) files in many formats including1.
Microsoft Excel formats2.
text formats, such as formatted text (.prn),
tab-delimited text (.txt), and comma-delimited text (.csv)
3. other spreadsheet and database formats4. clipboard formats−→ EXAMPLE: Save the hrdata.xls file as a comma-delimited (.csv) file using Save As.4.5 Customizing Excel4.5.1 MenusUnlike previous versions of Excel, the menus in Excel 2000 initially list only the commands you have recently used. To view all options in each menu, click the double arrows at the bottom of the menu.If you would like to revert to the way older versions of Excel displayed menu options, follow these steps:1. Select Customize from Toolbars from the View drop menu.2. Click on the Options tab.3. Uncheck the “Menus show recently used commands” first checkbox (or something similar).4.5.2 ToolbarsMany toolbars displaying shortcut buttons are available. Select Toolbars from the View drop menu to select more toolbars.Customizing toolbars allows you to delete certain shortcut buttons from a toolbar if you do not use them and add the shortcut buttons for commands you use often.1. Select Customize from Toolbars from the View drop menu and select the Commands tab.2. By clicking on the command categories in the Categories box, the commands will change in the Commands box to the right.3. Select the command you would like to add to the toolbar by selecting it from the Commands box.4. Drag the command with the mouse to the desired location on the toolbar and release the mouse button. The shortcut button should now appear on the toolbar.5. Remove buttons from the toolbars by reversing these steps. Highlight the button on the toolbar, drag it off the toolbar with the mouse, and release the mouse button.
3. other spreadsheet and database formats4. clipboard formats−→ EXAMPLE: Save the hrdata.xls file as a comma-delimited (.csv) file using Save As.4.5 Customizing Excel4.5.1 MenusUnlike previous versions of Excel, the menus in Excel 2000 initially list only the commands you have recently used. To view all options in each menu, click the double arrows at the bottom of the menu.If you would like to revert to the way older versions of Excel displayed menu options, follow these steps:1. Select Customize from Toolbars from the View drop menu.2. Click on the Options tab.3. Uncheck the “Menus show recently used commands” first checkbox (or something similar).4.5.2 ToolbarsMany toolbars displaying shortcut buttons are available. Select Toolbars from the View drop menu to select more toolbars.Customizing toolbars allows you to delete certain shortcut buttons from a toolbar if you do not use them and add the shortcut buttons for commands you use often.1. Select Customize from Toolbars from the View drop menu and select the Commands tab.2. By clicking on the command categories in the Categories box, the commands will change in the Commands box to the right.3. Select the command you would like to add to the toolbar by selecting it from the Commands box.4. Drag the command with the mouse to the desired location on the toolbar and release the mouse button. The shortcut button should now appear on the toolbar.5. Remove buttons from the toolbars by reversing these steps. Highlight the button on the toolbar, drag it off the toolbar with the mouse, and release the mouse button.
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