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Throughout this book, we refer to this utility by its Windows 8 name. If your computer is running Windows 7 or an earlier version of Windows, use Windows Explorer instead.
In the Document Information Panel, click the Property Views and Options button, and then click Document Properties — Server to display properties associated with a server version of the document for example, properties used in a document work- space , Document Properties to display the common properties stored with the document, or Advanced Properties to display the Properties dialog box. Required fields are usually associated with the requirements of a Microsoft SharePoint document library in which the workbook is saved.
Then unhide the row but not the column. Then display the Quick Access Toolbar below the ribbon. Then unfreeze the panes. You can print part or all of an individual worksheet, a selected worksheet, or all the worksheets that contain content at one time. By default, Excel prints only the currently active worksheet or work- sheet group. If you want to print only part of a worksheet, you can do so from the Print page of the Backstage view or, if you will often print the same portion of a worksheet, you can define that portion as the print area.
After defining the print area of a workbook, you can add selected ranges to it. A range that is contiguous to the original range becomes part of the original print area definition; a range that is noncontiguous or a different shape becomes a separate print area and is printed on a separate page.
You can also remove ranges from the print area. You can scale the worksheet manually or allow Excel to scale it for you by specifying the number of pages you want the printed worksheet to be. Display the worksheet you want to print. Group the worksheets that you want to print. On the worksheet, select the range of cells you want to print.
On the Print page of the Backstage view, in the Settings area, click Print Selection in the first list. On the Page Layout tab, click the Page Setup dialog box launcher. Then specify the number of pages horizontally and vertically across which you want to print the worksheet. In the Page Setup dialog box, click OK. Saving workbooks You can save a workbook in multiple locations and in multiple formats.
Where once it was common only to save a file locally on your computer, many people now save files to shared locations such as SharePoint sites, Microsoft SkyDrive folders, and corporate SkyDrive Pro folders for the purpose of collaborating with other people or accessing the files from multiple computers and devices. You can save a workbook to disk to your local computer, a network location, or writable media , to an Internet location a SkyDrive folder or corporate SkyDrive Pro folder , or to a SharePoint site.
To create a SkyDrive folder, visit skydrive. By default, Excel workbooks are saved in the. Workbooks saved in the. Users of earlier versions of Excel can download a converter that they can use to open an. Saving a workbook in the Single File Web Page format creates one. If you intend to share an Excel workbook specifically with users of Excel or earlier, you can save it in the.
Users of Excel , Excel , and Excel can open an. Compatibility Mode turns off advanced program features. A PDF file includes the text, fonts, images, and vector graphics that compose the document. The XPS document format consists of structured XML markup that defines the layout of a document and the visual appearance of each page, along with rendering rules for distributing, archiving, rendering, processing, and printing the documents.
When saving a workbook in one of these formats, you can specify the content that you want to include in the file. On the Save As page of the Backstage view, click the type of remote location in which you want to save the file. In the remote location list, click the folder in which you want to save the file, or click Browse and then enter your credentials for the remote location. In the Save As dialog box, navigate to an existing folder or create a new folder, modify the name in the File name box if necessary, and then click Save.
Enter your user credentials for the SharePoint site, and then click OK. In the Add a service window, enter the email address with which you sign in to the SharePoint site or SkyDrive, and then click Next. In the Save As dialog box, browse to the document library in which you want to save the file.
Enter a file name and select a file format. To specify the workbook content that will be displayed when the workbook is viewed in the browser, click Browser View Options. On the Show page of the Browser View Options dialog box, in the list, do one of the following, and then click OK: m Click Entire Workbook to make all sheets and objects available for display in the browser. In the Save As dialog box, click Save. From the Save As page of the Backstage view, select the location in which you want to save the workbook.
In the Save As dialog box, enter a file name and select a file format, and then click Save. In the Optimize for area, click Standard to generate a larger, higher-quality file or Minimum size to generate a smaller, lower-quality file. Then click Options. In the Options dialog box, select the workbook content you want to include in the file, and then click OK. On the Export page of the Backstage view, click Change File Type, and click the file format in which you want to save the workbook.
Then click the Save As button. In the Save As dialog box, browse to the folder in which you want to save the workbook. Enter a file name, and then click Save. Objective review Before finishing this chapter, ensure that you have mastered the following skills: 1. Specifically, the following objectives are associated with this set of skills: 2.
You can pro- cess or reference the data in each cell in many ways; either individually or in logical groups. An organized set of contiguous data is a data range. A data range can be as small as a list of dates, or as large as a multicolumn table that has thousands of rows of data. If you apply an Excel table format to a data range, it then becomes a table, which has additional functionality beyond that of a data range.
You might populate a worksheet from scratch or by creating, reusing, or calculating data from other sources. You can perform various operations on data when pasting it into a worksheet, either to maintain the original state of the data or to change it. When creat- ing data from scratch, you can quickly enter large amounts of data that follows a pattern by filling a numeric or alphanumeric data series.
You can fill any of the default series that come with Excel or create a custom data series. This chapter guides you in studying ways of working with the content, appearance, and functionality of cells and data ranges. When you create the structure of a data range, or a series of formulas, you can automate the pro- cess of completing data patterns such as January, February, March or copying calcula- tions from one row or column to those adjacent. Automation saves time and can help prevent human errors.
You can quickly fill adjacent cells with data that continues a formula or a series of num- bers, days, or dates, either manually from the Fill menu, or automatically by dragging the fill handle.
When copying or filling data by using the Fill menu commands, you can set specific options in the Series dialog box for the pattern of the data sequence you want to create.
When using the AutoFill feature, either from the Fill menu or by dragging the fill handle, the Auto Fill Options button appears in the lower-right corner of the fill range.
Clicking the button displays a menu of fill options. The fill options vary based on the type of con- tent being filled. You can use the AutoFill feature to create sequences of numbers, days, and dates; to ap- ply formatting from one cell to adjacent cells; or, if you use Excel for more sophisticated purposes, to create sequences of data generated by formulas, or custom sequences based on information you specify.
If you want to fill a series of information that does not match the available series type or unit, you can create a custom fill series consisting of a specific list of data you want your series to conform to. For example, this could be a list of names, regions, or industry- specific reference points. You can also use the fill functionality to copy text or numeric data within the column or row. In the upper-left cell of the range you want to fill, enter the first number, day, or date of the series you want to create.
Or To create a series in which numbers or dates increment by more than one, enter the first two or more values of the series in the first cells of the range you want to fill. Select the cell or cells that define the series. Drag the fill handle down or to the right to create an increasing series. Or Drag the fill handle up or to the left to create a decreasing series.
The default fill series value is indicated in a tooltip as you drag. Fill the series. Immediately after you release the mouse button, click the Auto Fill Options button that appears in the lower-right corner of the cell range.
Enter the amount or amounts beginning the series. On the Home tab, use the commands in the Number group to format the amount or amounts as currency, percentage, fraction, or whatever number format you want.
Select the cell or cells beginning the series. Drag the fill handle down or to the right to create an increasing series, or up or to the left to create a decreasing series. Enter the number or date beginning the series, and then select the cell range you want to fill. On the Home tab, in the Editing group, in the Fill list, click Series. In the Series dialog box, select the options you want, and then click OK.
Fill the series, and then click the Auto Fill Options button. In the Custom Lists dialog box, enter the fill series elements in the List entries box, pressing Enter after each. In the List entries list, verify or edit the entries. Click Add, and then click OK in each of the open dialog boxes.
In the upper-left cell of the range you want to fill, enter the text or currency amount formatted as currency you want to duplicate, and then select the cell. Drag the fill handle up, down, to the left, or to the right to encompass the cell range you want to fill. In the upper-left cell of the range you want to fill, enter the value you want to duplicate.
Select the entire cell range you want to duplicate the value into. On the Home tab, in the Editing group, click the Fill button, and then in the list, click the first direction in which you want to duplicate the value Down or Right. To fill a cell range that includes multiple rows and columns, repeat steps 2 and 3, selecting the other direction. When pasting data, you have several options for inserting values, formulas, formatting, or links to the original source data into the new location.
Excel also offers some advanced pasting techniques you can use to modify data while pasting it into a worksheet. Using the Paste Special feature, you can perform mathemati- cal operations when you paste data over existing data, you can transpose columns to rows and rows to columns, and you can be selective about what you want to paste from the source cells.
You have the option to paste only values, formulas, formatting, data validation, comments, or column widths. You can choose to exclude borders when you paste. You can also link to data rather than inserting it, so that if the source data changes, the copied data will also change.
When you insert a range of cells rather than an entire row or column, you must also specify where Excel should move the existing content to make room for the new cells. Section 1.
You can use similar methods to re- place data within a worksheet. For example, you might reuse existing content by making a copy of a worksheet and updating the year within the worksheet formulas. You can replace content within the sheet or workbook in a single operation. Select the upper-left cell of the area into which you want to insert the cut or copied cells. In the Insert Paste dialog box, click Shift cells right, Shift cells down to move the existing data. Select and copy the cell range containing the formulas you want to copy the values from.
Select the cell into which you want to copy the first value. On the Home tab, in the Clipboard group, display the Paste list and then, in the Paste Values section, click the Values button.
Select the data range you want to transpose. On the Home tab, in the Clipboard group, click the Copy button. Select the cell into which you want to copy the first value of the transposed data. On the Home tab, in the Clipboard group, display the Paste list and then, in the Paste section, click the Transpose button. On the Replace page of the Find and Replace dialog box, enter the data you want to locate in the Find what box, and the replacement data in the Replace with box.
In the Within list, click Workbook or Sheet to set the scope of the operation. Select the Match case or Match entire cell contents check boxes if necessary to further refine the search term. Delete columns to move the Magazine column to column A. Finally, insert two cells in positions B8:B9, shifting any existing data down. Then delete the contents of cell A1 but not the cell.
Fill the series in each row to create a rotating duty roster for the two weeks. Use the fill functionality to duplicate the selected term schedule and following empty row immediately below the original through cell F Select the correct AutoFill option to ensure that the Period column in the copy of the schedule displays periods 1 through 8.
To make the entire entry visible, you can allow the cell entry to wrap to multiple lines. You can rotate entries for special effect or to allow you to display more information on the screen or a printed page. This capability is particularly useful when you have long column headings above columns of short entries. In the case of Merge Across, data in selected cells other than the first cell of each row is deleted. You can use the fill functionality to copy text data, numeric data, or cell formatting such as text color, background color, and alignment to adjacent cells.
If you manually change the height of a row and then change the size or amount of content in that row, you might have to set or reset the row height. Formatting cell content By default, the font used for text in a new Excel worksheet is point Calibri, but you can use the same techniques you would use in any Office program to change the font and the following font attributes: l Size l Style l Color l Underline You can change individual attributes from the Font group on the Home tab or from the Mini Toolbar.
You can change several attributes at once in the Format Cells dialog box. You can quickly apply several formats at once by clicking a style in the Cell Styles gallery. Some of the categories of styles in this gallery are static, whereas others are dynamic and change according to the theme applied to the worksheet. On the Home tab, in the Styles group, click the Cell Styles button. In the Cell Styles gallery, click the style you want.
Select a cell that has the combination of formatting you want to save as a style. In the Style dialog box, enter a name for the style in the Style name box. Click Format. When set- ting up a worksheet, you assign to cells the format that is most appropriate for the type of information you expect them to contain.
The format determines not only how the in- formation looks but also how Excel can work with it. Take the time to explore the formats so that you understand the available options. You can assign the format before or after you type an entry in the cell. You can also just start typing and have Excel intuit the format from what you type.
If you choose the for- mat from the list or allow Excel to assign it for you, the format is applied with its default settings. For number and currency formats, you can change those settings in limited ways by clicking buttons on the Home tab.
For all formats, you can change them in more precise ways in the Format Cells dialog box. If none of the number formats is exactly what you want, you can modify an existing for- mat to define your own. Your format then appears in a list of custom formats so that you can reuse it elsewhere in the workbook. For the exam, you might be asked to modify a format in simple ways, so be sure you are familiar with the characters used in a format and how to represent different types of data and color.
For example, you could configure the following custom formatting: [Blue] , 0. Value entered Value displayed positive On the Home tab, click the Number dialog box launcher. On the Number page of the Format Cells dialog box, with the format selected in the Category list, adjust the settings, and then click OK.
In the Type list, select a format that is close to the one you want, and then in the Type box, modify the format to meet your needs. In the Type list, select the custom format, and then click Delete. Copying formatting You can use the Format Painter tool to copy cell formatting such as text color, back- ground color, and alignment to other cells, or the fill functionality to copy formatting to adjacent cells.
Select the cell or cells from which you want to copy formatting. On the Home tab, in the Clipboard group, click the Format Painter button to store the formatting of the selected cell for a single use. Select the cell that has the formatting you want to copy. Drag the fill handle up, down, to the left, or to the right to encompass the cells you want to format. Then apply the same formatting to cells K K Do not add formatting for zero or text values.
Place a value of 3, into the Advances field cell K22 to verify the formatting of negative numbers. Excel provides two useful tools for adding visual keys to data that provide the user with information about how each entry within a data range relates to those around it: conditional formatting and sparklines. You can make worksheet data easier to interpret by using conditional formatting to for- mat cells based on their values. You set up conditional formatting by specifying the condition, which is called a format- ting rule.
You can define multiple conditions for the same range of cells or table. All the rules you create are listed in the Conditional Formatting Rules Manager, in which you can do the following: l Create, edit, and delete formatting rules. Line and Column spar- klines resemble charts of the same types. A sparkline consists of a series of markers. Depending on the sparkline type, you can choose to accentuate the first or last point in the data series, the high or low value, or the negative values, by displaying a marker of a different color.
You can apply styles and other formatting to sparklines in the same way that you do to other graphic elements. Select the data range you want to format. On the Home tab, in the Styles group, click the Conditional Formatting button.
In the dialog box, specify the parameters of the condition, click the formatting combination you want, and then click OK. In the Conditional Formatting list, click New Rule. In the Edit the Rule Description area, specify the condition. If the selected conditional formatting rule includes formatting options, click the Format button.
In the Conditional Formatting list, click Manage Rules. Select the data you want to summarize, or click the cell in which you want to insert the sparkline. In the Create Sparklines dialog box, select, enter, or verify the data range and the location range.
Creating named ranges To simplify the process of creating formulas that refer to a specific range of data, and to make your formulas easier to read and create, you can refer to a cell or range of cells by a name that you define.
For example, you might name a cell containing an interest rate Interest, or a range of cells containing nonwork days Holidays. In a formula, you can refer to a named range by name. B2:B16 Each named range has a scope, which is the context in which the name is recognized.
The scope can be the entire workbook or a specific worksheet. This allows you to use the same name on multiple worksheets. You can include a comment with each name to provide more information about the range. The comment is visible only in the Name Manager.
You can delete a range name definition from the Name Manager. Note that deleting a cell from a worksheet does not delete any associated range name. In the New Name dialog box, enter the range name in the Name box. In the Scope list, click Workbook to define the named range for the entire work- book, or click a specific worksheet name.
In the Comment box, enter any notes you want to make for your own reference. Verify that the cell or range of cells in the Refers to box is correct, and then click OK. The Name box displays the name of a multiple-cell named range only when all cells in the range are selected.
In the Name Manager window, click the named range you want to change, and then click Edit. In the Edit Name dialog box, do one of the following, and then click OK. Then on the worksheet, drag to select the cells that you want to include in the named range. Then click OK to confirm the deletion. Working with data groups and summaries You can designate specific rows or columns of data within a data range as groups.
When you do so, Excel inserts a control, to the left of the row headings or above the column headings, with which you can contract and expand the data group. You can have col- umn groups and row groups on the same worksheet; you cannot have two consecutive groups of rows or columns, they must be separated by one row the row can contain data.
If your data range contains groups of data that are summarized or subtotaled, you can tell Excel to group the data into a maximum of eight levels. In effect, Excel outlines the data, making it possible to hide or display as much detail as you want. After grouping or outlining data, you can expand and collapse groups or levels. To outline by columns, each row must have a heading in the first column.
In either case, no row or column should be blank. If your worksheet does not already have summary rows or columns, you can have Excel calculate the summary rows and outline the data in one operation, by using the Subtotal feature.
The data range must include headers that identify data subsets, and must be sorted by at least one column that you want to use in the summary. You specify the way the data should be summarized in the Subtotal dialog box.
Select the data range and sort it by the column containing the category of data you want to base the subset on. On the Data tab, in the Outline group, click the Subtotal button. In the Subtotal dialog box, verify that the correct subtotal category is shown in the At each change in list. In the Use function list, click the summary function you want to use.
In the Add subtotal to box, select the check box of each column you want to add subtotals to. Select the check boxes to replace current subtotals, present each data subset on its own page, or summarize the subtotals, and then click OK.
Click any cell in the subset of data you want to group, and on the Data tab, in the Outline group, click Group. To ungroup all groups and remove Excel-generated summary rows, click any cell in the outline, and then on the Data tab, in the Outline group, click the Subtotal button. In the Subtotal dialog box, click Remove All. Add blue data bars to the column.
Then change the formulas in cells B2:T20 to reference the named ranges. Then hide all rows other than those containing subtotals. Objective review Before finishing this chapter, ensure that you have mastered the following skills: 2.
Data in a contiguous range of cells is referred to as a data range. Similarly, an Excel table is a series of contiguous cells that have been formatted as a named Excel object that has functionality beyond that of a simple data range. Some table functionality, such as the ability to sort and filter on columns, is also available for data ranges. Useful table functionality that is not available for data ranges includes the automatic application of formatting, the automatic copying of formulas, the ability to perform the following actions: l Quickly insert column totals or other mathematical results l Search for the named table object l Expose the named table object in a web view l Reference the table or any table field by name in a formula This chapter guides you in studying methods for creating and modifying tables.
It also covers how to filter and sort data that is stored in tables. When you do so, you can retain the existing formatting or apply thematic formatting. Adding data to a table is often referred to as populating the table. When you create a table, Excel evaluates the table content to identify the cells that are included in the table and define functional table elements header rows and total rows and formatting emphasized columns and banding.
Excel assigns a name to the table based on its order of creation in the workbook Table1, Table2, and so on. You can change the table name to one that makes it more easily identifiable such as Sales, Students, or Products. When you assign the name, you can also identify the scope whether you want to reference the table by that name in the entire workbook or only in the current worksheet. Inserting, deleting, or moving rows or columns in the table automatically updates the table formatting to gracefully include the new content.
You can modify the table element selections at any time. If you want to remove the table functionality from a table—for example, so you can work with the functionality that is available only for data ranges and not for tables—you can easily convert a table to text.
You can retain the formatting or clear it. Click anywhere in the data range. On the Insert tab, in the Tables group, click Table. In the Create Table dialog box, do the following, and then click OK: m Verify that the correct data range is displayed in the dialog box selected in the worksheet.
In the Format As Table dialog box, do the following, and then click OK: m Verify that the correct data range is displayed in the dialog box selected in the worksheet.
On the Design tool tab, in the Properties group, click the table name to select it, and then enter the name you want to assign to the table. Select the table by using one of the following methods: m At the left end of the formula bar, click the Name arrow, and then click the table name. In the Name box on the formula bar or in the Properties group on the Design tool tab, click the table name to select it. Then enter the name you want to assign to the table.
In the Name Manager window, click the table, and then click Edit. In the Edit Name dialog box, select and replace the table name, and then click OK. Or Select a table column to the left of which you want to insert a column, and then in the Cells group, click the Insert button.
Or Select a table row above which you want to insert a column, and then in the Cells group, click the Insert button. Select the table row above which you want to move the cut row or rows. Select the worksheet row or rows containing the table row or rows you want to move, and then cut the selection to the Clipboard. Select the worksheet row above which you want to move the cut row or rows. When the cursor changes to a four-headed arrow, drag the column to the new location indicated by a thick vertical insertion bar.
Select the worksheet column or columns containing the table column or columns you want to move, and then cut the selection to the Clipboard. Select the worksheet column to the left of which you want to move the cut column or columns.
Retain the existing formatting. The table style includes fonts, borders, and fills that are coordinated to pro- vide a professional appearance. The available table styles are based on the worksheet theme colors. You can change the table style by choosing another from the Table Styles gallery. They do not require an entry, but clicking in any cell displays a list of functions for processing the numeric contents of the table column.
Table element formatting is designed to make table entries or fields easier to differentiate, and include an emphasized first column, emphasized last column, banded rows, and banded columns. On the Design tool tab, in the Table Styles group, click the More button if your screen resolution allows for partial display of the Table Styles gallery , or click the Quick Styles button. In the Table Styles gallery, click the style you want.
Then on the Design tool tab, on the Table Styles menu, click Clear. Remove the total from the Year column. If you prefer to hide the filter button, you can do so. You can sort the values in one or more columns in a worksheet or table in either ascend- ing or descending order. To sort on multiple columns, you specify in the Sort dialog box the order in which you want them to be sorted. By default, Excel assumes that the first row in the worksheet contains column headings and does not include it in the sort.
It also assumes that you want to sort by the values in the table cells. Standard sort orders are from A to Z for text, from smallest to largest for numbers, and from oldest to newest for dates. You can optionally sort by other features of the data range, including cell color, font color, and cell icon. These options are particularly useful in conjunction with conditional formatting. You can also specify whether entries starting with uppercase and lowercase letters should be sorted separately and the orientation of the sort whether you want to sort columns or rows.
To successfully sort data from left to right, select a data range that includes only data, and not headers. When simplifying a table that contains many entries, or when compiling data from mul- tiple sources, you might find that a table contains multiple matching entries.
You can easily remove duplicate data from a table by using the Remove Duplicates feature. If you are uncertain about deleting the duplicate data, copy the original data to another worksheet as a backup. Click the filter button in the header of the column you want to filter. At the top of the list of column entries, clear the Select All check box, and then select the check boxes of the items you want to display.
Click any cell in the range to be sorted. In the Sort dialog box, click the first column you want in the Sort by list. Then click the criteria by which you want to sort in the Sort on list. Finally, click the order you want in the Order list. Click Add Level, and repeat step 2 for the second column. In the Remove Duplicates dialog box, select the columns from which you want to remove duplicate entries.
Specifically, the follow- ing objectives are associated with this set of skills: 4. They also provide a useful structure for pro- cessing information. You can increase the consistency and reliability of information by using formulas to calculate, evaluate, and express data. You can calculate the data on a worksheet based on data in other areas of the workbook and in other workbooks.
Excel maintains referential relationships when you move data or modify the data storage structure. This chapter guides you in studying ways of referencing cells and ranges of cells both absolutely and relatively in formulas, and using formulas to sum and average cell values and count cells.
It also guides you in processing data that meets specific conditions, and in manipulating text by using formulas. A refer- ence that you make in a formula to the contents of a worksheet cell is either a relative reference, an absolute reference, or a mixed reference. It is important to understand the difference and know which to use when creating a formula. A relative reference to a cell takes the form A1. When you copy or fill a formula from the original cell to other cells, a relative reference changes to maintain the relationship between the cell containing the formula and the referenced cell.
For example, copying a formula that refers to cell A1 one row down changes the A1 reference to A2; copying the formula one column to the right changes the A1 reference to B1.
When you copy or fill a formula from the original cell to other cells, an absolute reference will not change—regardless of the relationship to the referenced cell, the reference stays the same. You can reference cells in other worksheets within the workbook. For example, you might prepare a Summary worksheet that displays results based on data tracked on other worksheets.
References to cells on other worksheets can be relative, absolute, or mixed. You can also reference cells in other workbooks. When referencing a workbook located in a folder other than the one your active work- book is in, enter the path to the file along with the file name. You can refer to the content of a range of adjacent cells. For example, you might use a formula to return the maximum value of all the cells in a row. When referencing a range of cells in a formula, the cell references can be relative, absolute, or mixed.
Position the cursor in the location within the formula in which you want to insert the cell range reference. Drag to select the cell range and insert the cell range reference. C2 Or 1. Click the worksheet tab of the worksheet containing the cell you want to reference.
Click the cell or select the cell range you want to reference, and then press Enter to enter the cell reference into the formula and return to the original worksheet. Open the workbook that contains the cell you want to reference, and then switch to the workbook you want to create the formula in.
With the cursor active where you want to insert the reference, switch to the second workbook, click the worksheet containing the cell you want to reference, click the cell or select the range you want to reference, and then press Enter.
Defining order of operations A formula can involve multiple types of calculations. Unless you specify another order of precedence, Excel evaluates formula content and process calculations in the following order: 1. You can change the order in which Excel processes the calculations within a formula by enclosing the calculations you want to perform first in parentheses. Similarly, when you use multiple calculations to represent one value in a formula, you can instruct Excel to process the calculations as a unit before incorporating the results of the calculation in the formula, by enclosing the calculations in parentheses.
Edit each of the copied formulas, placing parentheses around different groupings to view the effect. Challenge: Create the table in six or fewer steps. Compare the formulas in your multiplication table to those on the Results worksheet. A function can be thought of as a ser- vice provided by Excel to do a specific task. That task might be to perform a mathematical operation, to make a decision based on specific factors, or to perform an action on some text.
A function is always indicated by the function name followed by a set of parentheses. For example, the SUM function. For most functions, arguments variables inside the parentheses either tell the function what to do or identify values for the function to work with. An argument can be a value that you enter, a cell reference, a range reference, a named range, a named object, or even another function. It is important to understand the syntax of common functions and be able to correctly enter the function arguments.
The SUM function returns the total value of a set of numbers. Rather than individually adding the values of all the cells you want to total, you can use the SUM function to perform this task. The following table describes the purpose of each of the functions that you can use to summarize data from a set of cells, and the types of arguments the functions accept. You can optionally display the Numeric Count, Minimum, and Maximum values. Each of these functions takes up to arguments, either numbers or values, as follows: l An argument specified as a number can be a number that is entered directly in the formula, a text representation of a number a number inside of quotation marks , a cell reference, a range reference, or a named reference.
For example, the COUNT function will evaluate any type of value and return the count of only those that it identifies as numbers, whereas the COUNTA function will evaluate any type of value and return the count of all those that are not blank. You can enter arguments directly in the formula structure, through a dialog box inter- face, by clicking to select cells, or by dragging to select ranges. Select or enter the numeric arguments you want to sum, and then press Enter.
Click or drag to select the input values you want press and hold Ctrl to select multiple cells and ranges. Then press Enter. In the Function Arguments dialog box, do the following, and then click OK: m In the Number1 box, enter or select the first number.
Select or enter the cells you want to count, and then press Enter. In the Function Arguments box, do the following, and then click OK. Select or enter the cells you want to average, and then press Enter.
In the Function Arguments dialog box, do the following, and then click OK: m In the Number1 box, enter or select the first data range.
Select or enter the cells you want to evaluate, and then press Enter. To do so, you create a formula that uses conditional logic; specifically the IF function or one of its variations shown in the following table. The logical test and the results can include text strings or calculations.
Enclose text strings within the formula in quotation marks. Do not enclose numeric values or calculations in quotation marks. In the Function Arguments dialog box, do the following, and then click OK: m In the Range box, enter or select the data range you want to evaluate.
If left blank, the formula sums cells within the data range in the Range box. If left blank, the formula averages cells within the data range in the Range box. Add For example, this formula returns a result such as Smith, John: Grade 5.
The Flash Fill feature performs a similar function. In the Function Arguments dialog box, do the following, and then click OK: m In the Text box, enter or select the source text. In the Function Arguments dialog box, enter or select the source text from which you want to remove extra spaces, and then click OK. In the Function Arguments dialog box, enter or select the source text that you want to convert to uppercase, and then click OK. In the Function Arguments dialog box, enter or select the source text that you want to convert to lowercase, and then click OK.
In the Function Arguments dialog box, do the following, and then click OK: m In the Text1 box, enter or select the first source text. Objective review Before finishing this chapter, ensure that you have mastered the following skills: 4. Specifically, the following objectives are asso- ciated with this set of skills: 5. When you want to pres- ent that data to other people, you might choose to include additional information to help viewers interpret the information.
You can take that interpretation a step farther by presenting the data in the form of a chart. Using Excel , you can create many types of charts from data stored on one or more worksheets. To aid viewers in interpreting the chart data, you can configure a chart to include identifying elements such as a title, legend, and data markers.
You can also enhance the information you present in a workbook by including images such as company logos directly on worksheets, displaying text and graphics in SmartArt business diagrams, and displaying text indepen- dent of the worksheet or chart sheet structure within text boxes. This chapter guides you in studying ways of presenting data in charts and enhancing worksheets by including images, business diagrams, and text boxes.
Presenting data in the form of a chart can make it easy to identify trends and relationships that might not be obvious from the data itself. Different types of charts are best suited for different types of data. The following table shows the available chart types and the data they are particularly useful for plotting. Chart type Typically used to show Area Multiple data series as cumulative layers showing change over time Bar Variations in value over time or the comparative values of several items at a single point in time Bubble Correlations between three or more independent items Column Variations in value over time or comparisons Doughnut Percentages assigned to different components of more than one item Line Multiple data trends over evenly spaced intervals Pie Percentages assigned to different components of a single item non- negative, nonzero, no more than seven values Radar Percentages assigned to different components of an item, radiating from a center point Stock Stock market or similar activity Surface Trends in values across two different dimensions in a continuous curve, such as a topographic map X Y Scatter Correlations between independent items You can also create combo charts that overlay different data charts in one space.
To plot data as a chart, all you have to do is select the data and specify the chart type. You can select any type of chart from the Charts group on the Insert tab. You can also find recommendations based on the selected content either on the Charts page of the Quick Analysis tool or on the Recommended Charts page of the Insert Chart dialog box.
From the pages of the Quick Analysis tool, you can apply conditional formatting, perform mathematical operations, create tables and PivotTables, and insert sparklines. Like the Mini Toolbar, the Paste Options menu, and other context- specific tools, the Quick Analysis tool makes existing functionality available in a central location.
The reason this is a tool rather than simply a toolbar or menu is that the options shown in the tool—for example, the charts shown on the Charts page—are selected as appropriate for the current data. Most chart types have two-dimensional and three- dimensional variations, and you can customize each aspect of each variation. For example, a pie chart can display only one data series. Select only the data you want to appear in the chart. If the data is not in a contiguous range of rows or columns, either rearrange the data or hold down the Ctrl key while you select noncontiguous ranges.
A chart is linked to its worksheet data, so any changes you make to the plotted data are immediately reflected in the chart. If you want to add or delete values in a data series or add or remove an entire series, you need to increase or decrease the range of the plotted data in the worksheet. Sometimes a chart does not produce the results you expect because the data series are plotted against the wrong axes; that is, Excel is plotting the data by row when it should be plotting by column, or vice versa.
You can quickly switch the rows and columns to see whether that produces the desired effect. To see what Excel is doing behind the scenes, you can open the Select Data Source dialog box, in which you can control exactly what is plotted on each axis. In particular, understand the effects of plotting data by column or by row. Preview the recommended charts by clicking the thumbnails in the left pane.
Then click the chart type you want, and click OK. On the Design tool tab, in the Data group, click Select Data. Or Right-click the chart border or data area, and then click Select Data. In the Select Data Source dialog box, do any of the following, and then click OK: m Click the worksheet icon at the right end of the Chart data range box, and then drag to select the full range of data you want to have available.
In the Edit Series dialog box, in the Series name box, enter or select the additional series. If necessary, enter or select the series values. Then switch the rows and columns. Then add the November data series to the chart, and change the way the data is plotted so that you can compare sales for the two months. The chart content can be identified by a chart title. Each data series is represented in the chart by a unique color.
A legend that defines the colors is created by default, but is optional. Each data point is represented in the chart by a data marker, and can also be represented by a data label that specifies the data point value. The data is plotted against an x-axis or category axis and a y-axis or value axis. Three-dimensional charts also have a z-axis or series axis.
The axes can have titles, and gridlines can more precisely indicate the axis measurements. To augment the usefulness or the attractiveness of a chart, you can add elements. You can adjust each element in appropriate ways, in addition to adjusting the plot area the area defined by the axes and the chart area the entire chart object. This certification demonstrates that you have the skills needed to get the most out of Office by earning a Microsoft Office Specialist MOS certification in a specific Office program.
This certification demonstrates that you have the deepest level of skills needed to proficiently use Office programs by earning a Microsoft Office Specialist Master certification. Pricing is subject to change without notice. Pricing does not include applicable taxes. Please confirm exact pricing with the exam provider before registering to take an exam. After the retirement date, please refer to the related certification for exam requirements. Skip to main content. This browser is no longer supported.
Table of contents Exit focus mode. Table of contents. Exams Exam Microsoft Excel Skills measured Create and manage worksheets and workbooks Create cells and ranges Create tables Apply formulas and functions Create charts and objects.
Two ways to prepare Online – Free. Instructor-led – Paid. Items in this collection. Hide completed. Instructor-led courses to gain the skills needed to become certified. Related certifications There may be certifications and prerequisites related to “Exam Microsoft Excel ” Microsoft Office Specialist: Excel This certification demonstrates that you have the skills needed to get the most out of Office by earning a Microsoft Office Specialist MOS certification in a specific Office program.
Microsoft Office Specialist Master This certification demonstrates that you have the deepest level of skills needed to proficiently use Office programs by earning a Microsoft Office Specialist Master certification.
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Convenient way to study for the certification; I passed without having to read an enormous time on the topic. I was able to pass the MOS certification with ease. One person found this helpful. See all reviews. Top reviews from other countries.
Translate all reviews to English. Although these books give you a view into what is covered in the exam, I certainly wouldn’t rely on them to get you through. You need to study especially if you’re doing the Excel Expert exams. A lot has changed since the earlier versions and you will be surprised at just how much you don’t know about the capabilities of these programmes. Report abuse. Report abuse Translate review to English.
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This browser is no longer supported. Table of contents Exit focus mode. Table of contents. Finally, insert two cells in positions B8:B9, shifting any existing data down. Then delete the contents of cell A1 but not the cell. Fill the series in each row to create a rotating duty roster for the two weeks.
Use the fill functionality to duplicate the selected term schedule and following empty row immediately below the original through cell F Select the correct AutoFill option to ensure that the Period column in the copy of the schedule displays periods 1 through 8. To make the entire entry visible, you can allow the cell entry to wrap to multiple lines. You can rotate entries for special effect or to allow you to display more information on the screen or a printed page.
This capability is particularly useful when you have long column headings above columns of short entries. In the case of Merge Across, data in selected cells other than the first cell of each row is deleted. You can use the fill functionality to copy text data, numeric data, or cell formatting such as text color, background color, and alignment to adjacent cells. If you manually change the height of a row and then change the size or amount of content in that row, you might have to set or reset the row height.
Formatting cell content By default, the font used for text in a new Excel worksheet is point Calibri, but you can use the same techniques you would use in any Office program to change the font and the following font attributes: l Size l Style l Color l Underline You can change individual attributes from the Font group on the Home tab or from the Mini Toolbar.
You can change several attributes at once in the Format Cells dialog box. You can quickly apply several formats at once by clicking a style in the Cell Styles gallery. Some of the categories of styles in this gallery are static, whereas others are dynamic and change according to the theme applied to the worksheet. On the Home tab, in the Styles group, click the Cell Styles button. In the Cell Styles gallery, click the style you want. Select a cell that has the combination of formatting you want to save as a style.
In the Style dialog box, enter a name for the style in the Style name box. Click Format. When set- ting up a worksheet, you assign to cells the format that is most appropriate for the type of information you expect them to contain.
The format determines not only how the in- formation looks but also how Excel can work with it. Take the time to explore the formats so that you understand the available options. You can assign the format before or after you type an entry in the cell. You can also just start typing and have Excel intuit the format from what you type. If you choose the for- mat from the list or allow Excel to assign it for you, the format is applied with its default settings.
For number and currency formats, you can change those settings in limited ways by clicking buttons on the Home tab. For all formats, you can change them in more precise ways in the Format Cells dialog box. If none of the number formats is exactly what you want, you can modify an existing for- mat to define your own. Your format then appears in a list of custom formats so that you can reuse it elsewhere in the workbook. For the exam, you might be asked to modify a format in simple ways, so be sure you are familiar with the characters used in a format and how to represent different types of data and color.
For example, you could configure the following custom formatting: [Blue] , 0. Value entered Value displayed positive On the Home tab, click the Number dialog box launcher. On the Number page of the Format Cells dialog box, with the format selected in the Category list, adjust the settings, and then click OK. In the Type list, select a format that is close to the one you want, and then in the Type box, modify the format to meet your needs.
In the Type list, select the custom format, and then click Delete. Copying formatting You can use the Format Painter tool to copy cell formatting such as text color, back- ground color, and alignment to other cells, or the fill functionality to copy formatting to adjacent cells.
Select the cell or cells from which you want to copy formatting. On the Home tab, in the Clipboard group, click the Format Painter button to store the formatting of the selected cell for a single use. Select the cell that has the formatting you want to copy.
Drag the fill handle up, down, to the left, or to the right to encompass the cells you want to format. Then apply the same formatting to cells K K Do not add formatting for zero or text values.
Place a value of 3, into the Advances field cell K22 to verify the formatting of negative numbers. Excel provides two useful tools for adding visual keys to data that provide the user with information about how each entry within a data range relates to those around it: conditional formatting and sparklines. You can make worksheet data easier to interpret by using conditional formatting to for- mat cells based on their values.
You set up conditional formatting by specifying the condition, which is called a format- ting rule. You can define multiple conditions for the same range of cells or table. All the rules you create are listed in the Conditional Formatting Rules Manager, in which you can do the following: l Create, edit, and delete formatting rules.
Line and Column spar- klines resemble charts of the same types. A sparkline consists of a series of markers. Depending on the sparkline type, you can choose to accentuate the first or last point in the data series, the high or low value, or the negative values, by displaying a marker of a different color. You can apply styles and other formatting to sparklines in the same way that you do to other graphic elements.
Select the data range you want to format. On the Home tab, in the Styles group, click the Conditional Formatting button. In the dialog box, specify the parameters of the condition, click the formatting combination you want, and then click OK. In the Conditional Formatting list, click New Rule. In the Edit the Rule Description area, specify the condition.
If the selected conditional formatting rule includes formatting options, click the Format button. In the Conditional Formatting list, click Manage Rules. Select the data you want to summarize, or click the cell in which you want to insert the sparkline. In the Create Sparklines dialog box, select, enter, or verify the data range and the location range.
Creating named ranges To simplify the process of creating formulas that refer to a specific range of data, and to make your formulas easier to read and create, you can refer to a cell or range of cells by a name that you define. For example, you might name a cell containing an interest rate Interest, or a range of cells containing nonwork days Holidays. In a formula, you can refer to a named range by name. B2:B16 Each named range has a scope, which is the context in which the name is recognized.
The scope can be the entire workbook or a specific worksheet. This allows you to use the same name on multiple worksheets. You can include a comment with each name to provide more information about the range.
The comment is visible only in the Name Manager. You can delete a range name definition from the Name Manager. Note that deleting a cell from a worksheet does not delete any associated range name.
In the New Name dialog box, enter the range name in the Name box. In the Scope list, click Workbook to define the named range for the entire work- book, or click a specific worksheet name. In the Comment box, enter any notes you want to make for your own reference. Verify that the cell or range of cells in the Refers to box is correct, and then click OK. The Name box displays the name of a multiple-cell named range only when all cells in the range are selected.
In the Name Manager window, click the named range you want to change, and then click Edit. In the Edit Name dialog box, do one of the following, and then click OK.
Then on the worksheet, drag to select the cells that you want to include in the named range. Then click OK to confirm the deletion. Working with data groups and summaries You can designate specific rows or columns of data within a data range as groups. When you do so, Excel inserts a control, to the left of the row headings or above the column headings, with which you can contract and expand the data group.
You can have col- umn groups and row groups on the same worksheet; you cannot have two consecutive groups of rows or columns, they must be separated by one row the row can contain data.
If your data range contains groups of data that are summarized or subtotaled, you can tell Excel to group the data into a maximum of eight levels.
In effect, Excel outlines the data, making it possible to hide or display as much detail as you want. After grouping or outlining data, you can expand and collapse groups or levels. To outline by columns, each row must have a heading in the first column.
In either case, no row or column should be blank. If your worksheet does not already have summary rows or columns, you can have Excel calculate the summary rows and outline the data in one operation, by using the Subtotal feature. The data range must include headers that identify data subsets, and must be sorted by at least one column that you want to use in the summary. You specify the way the data should be summarized in the Subtotal dialog box.
Select the data range and sort it by the column containing the category of data you want to base the subset on. On the Data tab, in the Outline group, click the Subtotal button.
In the Subtotal dialog box, verify that the correct subtotal category is shown in the At each change in list. In the Use function list, click the summary function you want to use. In the Add subtotal to box, select the check box of each column you want to add subtotals to. Select the check boxes to replace current subtotals, present each data subset on its own page, or summarize the subtotals, and then click OK. Click any cell in the subset of data you want to group, and on the Data tab, in the Outline group, click Group.
To ungroup all groups and remove Excel-generated summary rows, click any cell in the outline, and then on the Data tab, in the Outline group, click the Subtotal button. In the Subtotal dialog box, click Remove All.
Add blue data bars to the column. Then change the formulas in cells B2:T20 to reference the named ranges. Then hide all rows other than those containing subtotals. Objective review Before finishing this chapter, ensure that you have mastered the following skills: 2. Data in a contiguous range of cells is referred to as a data range.
Similarly, an Excel table is a series of contiguous cells that have been formatted as a named Excel object that has functionality beyond that of a simple data range.
Some table functionality, such as the ability to sort and filter on columns, is also available for data ranges. Useful table functionality that is not available for data ranges includes the automatic application of formatting, the automatic copying of formulas, the ability to perform the following actions: l Quickly insert column totals or other mathematical results l Search for the named table object l Expose the named table object in a web view l Reference the table or any table field by name in a formula This chapter guides you in studying methods for creating and modifying tables.
It also covers how to filter and sort data that is stored in tables. When you do so, you can retain the existing formatting or apply thematic formatting. Adding data to a table is often referred to as populating the table. When you create a table, Excel evaluates the table content to identify the cells that are included in the table and define functional table elements header rows and total rows and formatting emphasized columns and banding.
Excel assigns a name to the table based on its order of creation in the workbook Table1, Table2, and so on. You can change the table name to one that makes it more easily identifiable such as Sales, Students, or Products. When you assign the name, you can also identify the scope whether you want to reference the table by that name in the entire workbook or only in the current worksheet.
Inserting, deleting, or moving rows or columns in the table automatically updates the table formatting to gracefully include the new content. You can modify the table element selections at any time. If you want to remove the table functionality from a table—for example, so you can work with the functionality that is available only for data ranges and not for tables—you can easily convert a table to text. You can retain the formatting or clear it. Click anywhere in the data range.
On the Insert tab, in the Tables group, click Table. In the Create Table dialog box, do the following, and then click OK: m Verify that the correct data range is displayed in the dialog box selected in the worksheet. In the Format As Table dialog box, do the following, and then click OK: m Verify that the correct data range is displayed in the dialog box selected in the worksheet. On the Design tool tab, in the Properties group, click the table name to select it, and then enter the name you want to assign to the table.
Select the table by using one of the following methods: m At the left end of the formula bar, click the Name arrow, and then click the table name. In the Name box on the formula bar or in the Properties group on the Design tool tab, click the table name to select it. Then enter the name you want to assign to the table. In the Name Manager window, click the table, and then click Edit. In the Edit Name dialog box, select and replace the table name, and then click OK.
Or Select a table column to the left of which you want to insert a column, and then in the Cells group, click the Insert button. Or Select a table row above which you want to insert a column, and then in the Cells group, click the Insert button. Select the table row above which you want to move the cut row or rows. Select the worksheet row or rows containing the table row or rows you want to move, and then cut the selection to the Clipboard.
Select the worksheet row above which you want to move the cut row or rows. When the cursor changes to a four-headed arrow, drag the column to the new location indicated by a thick vertical insertion bar.
Page breaks are indicated by black dashed lines. A ruler appears at the left edge of the window next to the optional row headings. The page header and footer are visible and you can select them for editing.
You can change the page breaks by dragging the blue lines. To maximize your work area, you can display a worksheet in full-screen mode, so that only the title bar is visible.
To increase the vertical space of the work area but still have easy access to commands, you can hide the ribbon so that only its tabs are visible, and hide the formula bar. The View Shortcuts toolbar includes buttons for changing the view of the document window. From the Zoom toolbar at the bottom of the program window, or from the Zoom group on the View tab, you can change the zoom level of a worksheet in any range from 10 percent to percent.
You can zoom the entire worksheet or select a range of cells and have Excel determine the zoom level necessary to fit the selection in the window. On the View tab, in the Zoom group, click the Zoom button.
Or On the status bar, click the Zoom level button. In the Zoom dialog box, click a specific magnification level, or click Custom and then enter a value from 10 to Select the cell or cell range you want to zoom in on. Open the Zoom dialog box, click Fit selection, and then click OK. Displaying multiple parts of a workbook It can be cumbersome to work in a worksheet that is too long or wide to display legibly in the program window, to scroll up and down or back and forth to view data elsewhere in the worksheet, or to switch back and forth between multiple worksheets in the same workbook if you frequently need to access information in both of them.
You can view multiple parts of a worksheet at one time by freezing rows or columns so they stay in view while you scroll the rest of the worksheet, by splitting the window so you can independently scroll and work in two or four views of the worksheet within the same program window, or by displaying multiple instances of the workbook in separate pro- gram windows.
Regardless of the technique you use, changes you make to the workbook content in any one view are immediately reflected in the others. Select the row below or column to the right of those you want to freeze, by clicking the row selector or column selector.
Selecting a cell in row 1 freezes the columns to the left of that cell. Selecting a cell in column A freezes the rows above that cell. Selecting cell A1 freezes the panes at the midpoint of the current window the top half of the rows and the left half of the columns. Selecting a cell other than those in row 1 and column A freezes the rows above and columns to the left of the cell. To split the window into two parts, click a cell in row 1 or column A. Or To split the window into four parts, click the cell above and to the left of where you want to split the panes.
On the View tab, in the Window group, click Split. Arrange the workbook windows as you want, or click the Arrange All button and then in the Arrange Windows dialog box, click Tiled, Horizontal, Vertical, or Cascade.
To arrange only the instances of the active workbook, select the Windows of active workbook check box. Display the worksheet, worksheet section, or workbook element you want in each workbook window. To return to a single program window, close the others. It is not necessary to save changes in any but the last open instance of the workbook.
When you hide rows or columns, anyone who notices that column letters or row num- bers are missing can unhide the information unless you protect the workbook. This leaves only a small gap in place of any hidden rows or columns. To entirely mask the rows and columns, you can also hide the gridlines. A formula is visible in the formula bar when you click the cell that contains it, but its resulting value is visible in the cell. Right-click the worksheet tab, and then click Unhide.
In the Unhide dialog box, select the worksheet you want to display, and then click OK. On the Home tab, in the Cells group, display the Format list.
Select the columns or rows on both sides of the hidden column s or row s. Right-click the selection, and then click Unhide. Select the rows or columns on both sides of the hidden rows or columns. In the Name box to the left of the formula bar, enter A1, and then press Enter.
Cells adjacent to hidden cells are identified by a white border. You can add commands to the Quick Access Toolbar from the Customize Quick Access Toolbar menu which includes 8 additional common commands , from the ribbon, or from the Excel Options dialog box. You can add any type of command to the Quick Access Toolbar, even a drop-down list of options or gal- lery of thumbnails. You save time by placing frequently used commands on the Quick Access Toolbar.
If you add all the buttons you use most often to the Quick Access Toolbar, you can hide the ribbon to gain screen space. You can modify the Quick Access Toolbar by adding, moving, separating, or removing commands. You can add commands in several ways, but you can modify and separate commands only from the Excel Options dialog box.
From that dialog box, you can mod- ify the Quick Access Toolbar that appears in the program window or create a custom Quick Access Toolbar that appears only in the currently active workbook. In the Choose commands from list, click the group of commands from which you want to select.
In the Choose commands pane, locate the command you want to add. Then click the Add button. Then click the Remove button. Then click Move Up to move the command to the left or Move Down to move it to the right.
Then click Add. Customizing the ribbon Experienced users who upgrade to Excel might identify a few commands that no longer seem to be available. Lesser-used commands do not appear on the ribbon; in- stead, they are hidden in dialog boxes or panes, or not available at all from the standard user interface. You can make any of these commands easily accessible by adding it to the Quick Access Toolbar or to the ribbon. You can customize the ribbon to display more or fewer tabs and groups of commands.
You can choose from among all commands that are available in the program to create custom tabs and groups of commands. The minimized ribbon displays only the tab names. Display the Customize Ribbon page of the Excel Options dialog box. In the Customize the Ribbon list, click the group of tabs on which you want to modify content.
In the Rename dialog box, enter the name you want in the Display name box, and then click OK. Then drag the group to its new location or click the Move Up or Move Down button until the group is where you want it. On the Customize Ribbon page of the Excel Options dialog box, in the Customize the Ribbon pane, select the tab after which you want the new tab to appear.
Then click the New Tab button. Click New Tab Custom , and then click the Rename button. In the Rename dialog box, enter the name you want to assign to the custom tab in the Display name box, and then click OK. You might want to use capitalized names to differentiate custom tabs from built-in tabs. In the Customize the Ribbon pane, select the tab on which you want the group to appear, and then click the New Group button.
Click New Group Custom , and then click the Rename button. In the Rename dialog box, click the icon that you want to appear when the custom group is condensed. In the Display name box, enter the name you want to assign to the custom group. In the Customize the Ribbon pane, click the custom group to which you want to add the command.
In the Choose commands pane, locate the command you want to add, and then click the Add button. Working with macros Macros are useful for completing repetitive tasks or tasks that you perform frequently.
You can record a series of simple actions that you perform in Excel and save the recorded actions as a macro. They cannot be saved in standard Excel workbooks or templates. On the View tab, click the Macros arrow, and then click Record Macro. In the Record Macro dialog box, enter a name for the macro in the Macro name box the name cannot include spaces and a description of its actions in the Description box.
In the Store macro in list, click the template or workbook in which you want to save the macro. Click OK, and then perform each step of the task you want to record as a macro. A white square near the left end of the status bar indicates that Excel is recording. When you complete the task, click the status bar indicator to stop recording, or click the Macros arrow, and then click Stop Recording. In the Macros dialog box, click the name of the macro you want to modify, and then click Edit.
In the Microsoft Visual Basic for Applications window, select the macro you want to modify, and then edit the code. Modifying workbook properties Before distributing a workbook, you might want to attach properties to it so that the file is readily identifiable in the Details view of any browsing dialog box, such as the Open dialog box.
In Excel , workbook properties are easily accessible from the Info page of the Backstage view. You can view and modify some properties directly on the Info page, or you can work in the Document Panel or Properties dialog box. Throughout this book, we refer to this utility by its Windows 8 name. If your computer is running Windows 7 or an earlier version of Windows, use Windows Explorer instead.
In the Document Information Panel, click the Property Views and Options button, and then click Document Properties — Server to display properties associated with a server version of the document for example, properties used in a document work- space , Document Properties to display the common properties stored with the document, or Advanced Properties to display the Properties dialog box. Required fields are usually associated with the requirements of a Microsoft SharePoint document library in which the workbook is saved.
Then unhide the row but not the column. Then display the Quick Access Toolbar below the ribbon. Then unfreeze the panes. You can print part or all of an individual worksheet, a selected worksheet, or all the worksheets that contain content at one time. By default, Excel prints only the currently active worksheet or work- sheet group. If you want to print only part of a worksheet, you can do so from the Print page of the Backstage view or, if you will often print the same portion of a worksheet, you can define that portion as the print area.
After defining the print area of a workbook, you can add selected ranges to it. A range that is contiguous to the original range becomes part of the original print area definition; a range that is noncontiguous or a different shape becomes a separate print area and is printed on a separate page. You can also remove ranges from the print area. You can scale the worksheet manually or allow Excel to scale it for you by specifying the number of pages you want the printed worksheet to be.
Display the worksheet you want to print. Group the worksheets that you want to print. On the worksheet, select the range of cells you want to print. On the Print page of the Backstage view, in the Settings area, click Print Selection in the first list. On the Page Layout tab, click the Page Setup dialog box launcher. Then specify the number of pages horizontally and vertically across which you want to print the worksheet.
In the Page Setup dialog box, click OK. Saving workbooks You can save a workbook in multiple locations and in multiple formats. Where once it was common only to save a file locally on your computer, many people now save files to shared locations such as SharePoint sites, Microsoft SkyDrive folders, and corporate SkyDrive Pro folders for the purpose of collaborating with other people or accessing the files from multiple computers and devices.
You can save a workbook to disk to your local computer, a network location, or writable media , to an Internet location a SkyDrive folder or corporate SkyDrive Pro folder , or to a SharePoint site.
To create a SkyDrive folder, visit skydrive. By default, Excel workbooks are saved in the. Workbooks saved in the. Users of earlier versions of Excel can download a converter that they can use to open an. Saving a workbook in the Single File Web Page format creates one. If you intend to share an Excel workbook specifically with users of Excel or earlier, you can save it in the. Users of Excel , Excel , and Excel can open an. Compatibility Mode turns off advanced program features. A PDF file includes the text, fonts, images, and vector graphics that compose the document.
The XPS document format consists of structured XML markup that defines the layout of a document and the visual appearance of each page, along with rendering rules for distributing, archiving, rendering, processing, and printing the documents.
When saving a workbook in one of these formats, you can specify the content that you want to include in the file. On the Save As page of the Backstage view, click the type of remote location in which you want to save the file. In the remote location list, click the folder in which you want to save the file, or click Browse and then enter your credentials for the remote location. In the Save As dialog box, navigate to an existing folder or create a new folder, modify the name in the File name box if necessary, and then click Save.
Enter your user credentials for the SharePoint site, and then click OK. In the Add a service window, enter the email address with which you sign in to the SharePoint site or SkyDrive, and then click Next. In the Save As dialog box, browse to the document library in which you want to save the file. Enter a file name and select a file format.
To specify the workbook content that will be displayed when the workbook is viewed in the browser, click Browser View Options. On the Show page of the Browser View Options dialog box, in the list, do one of the following, and then click OK: m Click Entire Workbook to make all sheets and objects available for display in the browser.
In the Save As dialog box, click Save. From the Save As page of the Backstage view, select the location in which you want to save the workbook. In the Save As dialog box, enter a file name and select a file format, and then click Save. In the Optimize for area, click Standard to generate a larger, higher-quality file or Minimum size to generate a smaller, lower-quality file.
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