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She holds a certificate in distance learning design from the University of Washington. An Introduction to Excel. Start a New Workbook File. Close a Workbook. Delete a Workbook. Protect a Workbook. Hide or Show a Worksheet. Enter Data. Understanding Worksheet Structure. Bud g Add a Worksheet. A et , Delete a Worksheet. Understanding Formulas.

Move and Copy Data. Apply Bold, Italics, and Underlining. Change Number Formats. Increase or Decrease Decimals. Change Data Color. Table of Contents chapter 8 Enhancing Worksheets with Graphics. Insert Image Files. View Clip Art with the Clip Organizer. Add a WordArt Object. Crop a Picture. Add Shadow and 3-D Effects. Format an Object. Add Headers and Footers. Insert Page Breaks. Understanding Excel Charts. Understanding Database Lists. Filter Data with AutoFilter.

Analyze Data with a PivotTable. Table of Contents chapter 12 Using Excel Tools. Add a Watch Window. Optimize Formulas with Solver. Link Data. E-mail a Workbook. Personalize the Excel Program Window. This chapter shows 4 5 6 you how to move around 7 8 9 the Excel program 10 11 window and work with new 12 13 14 features.

An Introduction to Excel Microsoft Excel is the most popular spreadsheet program on the market today. You can use Excel to manipulate numeric data like a pro. You can also use the program to track and manage large quantities of data, 1 10 such as inventories, price lists, expenses and expenditures, and cel much more.

You can even use Excel as a database, entering and Ex sorting records. Crunch Numbers Organize Data Microsoft Excel is best known for its number-crunching Microsoft Excel is also a great tool for organizing data, features.

For example, you can use Excel to quickly whether it is a large inventory list for a warehouse of tally sales figures, figure averages, and summarize items or simply a small collection of valuables in your performance numbers for your entire department.

The row and column format of an Excel You can also use Excel to track your home finances, spreadsheet is perfect for entering many types of data set up budgets, and forecast future spending.

Using you need to track. Excel Basics 1 chapter. Store Data in Worksheets and Workbooks Data you enter into Excel is stored in a file, called a workbook. Excel workbooks are stored using the Workbook Storage. Within each workbook, you can store numerous individual worksheets to hold your ls data.

You can give your worksheets distinct names, link Data. For 7 8 example, you can add shading to cells, change the 9 10 number format, or change the font and size of your data.

You can learn more about creating charts in Chapter Share Data You can share your Excel data with other users, add comments, track changes, e-mail workbooks, and more. You can import data from other sources into your Excel worksheets, or export your data into other file formats. Learn more Sharin g about sharing Excel data in Chapters 13 and Before you begin working with Excel, you must open the program window. When you finish your work, you can close the window.

Close Excel 1 1 Click the Close icon. If this is the only open workbook, both the workbook and Excel will close. If you have not yet saved your work, Excel prompts you to do so before exiting. The Excel program window closes. Can I create a shortcut icon for Excel? You can create a shortcut icon that appears on the Windows desktop. Any time you want to open Excel, simply double-click the shortcut icon. Follow these steps: 1 Follow steps 1 to 3 in the subsection "Start Excel.

The Excel program window displays several common elements found in most Office programs, including a Office button, the Ribbon, the Quick Access toolbar, and scroll bars. In addition, the Excel window features a Formula bar for entering mathematical formulas. If you are new to Excel , take a moment and familiarize yourself with the on-screen elements. In features such as Save, the open workbook file. Formula Bar Use this bar to enter and edit formulas and perform calculations on your worksheet data.

Worksheet The worksheet consists of rows and columns that intersect to form cells. Cells hold your worksheet data. Window Frame Displays status information for the current worksheet or file, as well as view buttons and zoom controls.

Excel Basics chapter 1. Program Window Controls Use these three buttons to minimize, maximize, or close the worksheet window. Super Tooltip Appears when you place your mouse over a choice on the Ribbon, explaining what a feature does and providing a link to related help information.

Active Worksheet Worksheet Tabs Vertical and Horizontal Scroll Bars The active worksheet appears You can use worksheet tabs Scroll vertically or horizontally through in the Excel work area, and its to view different worksheets a worksheet.

The Excel program window has many new tools to help you accomplish your work. The Ribbon replaces toolbars and menus in previous editions of Excel. Galleries of options allow you to preview results of choices before you apply them.

Contextual Tools appear when and where you need them. A Ribbon Group Drop-Down Menus The Ribbon Tools on the Ribbon are Some tools offer Displays tabs that provide access organized into groups by drop-down menus to to many tools that used to be their type of function.

MiniBar Galleries Contextual Tools When you select text, this Other tools offer preview When you insert and select an floating set of formatting galleries of effects you can object such as a table or diagram, tools appears so you can apply, such as Themes or the appropriate tools for that format text on the fly. Color Schemes. Excel offers different views of your worksheets, depending on what you are currently doing. The Normal view shows one continuous page of columns and rows.

The Page Layout view sheet 2 displays your worksheets on individual pages that correspond Worksheet 1 Work to printed pages. The Page Break Preview indicates page breaks with lines; you can click and drag these lines to modify where pages break.

The Normal view is displayed. Click the View tab and where a printed then click the Full page will break Screen button. To go back to Outline a click and drag the regular Excel method. See Chapter screen, just press 9, Previewing and Esc or click the Printing, for more about Restore Down button in inserting page breaks.

If there are other tools you often use and want m immediate access to, for example, the command to create Ho a new file, you can place them on the Quick Access Toolbar. Excel Basics chapter 1 7 Repeat steps 4 through 6 to add other commands. Can I get back to the Is there a quicker way original Quick Access to add or remove a Toolbar settings?

In the Access Toolbar? Customize area of Yes. Right-click any Excel Options, click tool on the Reset. This ribbon and removes any choose Add to. Reset commands you Quick Access added. In the Toolbar. To confirmation box that remove a tool on appears click OK to the toolbar, right- save the changes. Task panes are like onscreen dialog boxes that allow you to search or insert information on E2 specific topics.

For example, you PAN. Navigat You can close task panes at any 1 ion 2 Panes time to free up workspace 3 4 on-screen. The pane closes. Can I switch between panes? In Office , you could use a navigation tool in any task pane to display others. In Excel , navigation tools are not available. You must first click the appropriate tab and then the appropriate tool to display a task pane.

Consider task panes to be a variation of a dialog box; clicking a tool on a tab might display a dialog box or a task pane, and either one is easily used to do what you need to do.

You can use the Excel Help tools to assist you when you run into a problem or need more explanation about a particular task. The Help window offers tools for searching for topics you want to research. You must log onto your Internet connection in order to use the online Help files.

The Excel Help window opens. You can also press to start the search. Help displays a list of possible matches. Can I keep the Help window open as I work through a problem? To keep the Help window open even as you work within your document, click the Keep on Top icon in the Help window. When you no longer need the window, click. This chapter 1 shows you how to work eet Wo rksh with Excel workbooks, create new files, delete old files, and add password protection to your data.

Start a New Workbook File You can start a new workbook any time you want to create a new file for your Excel. By default, every new. W rks Wo contains three blank worksheets my you can use to enter Excel data. NEW see Chapters 3 and 4. The New Workbook window appears. Note: To learn how to create Excel templates, see Chapter Save a Workbook Workbook Fundamentals 2 chapter. You can save your data as a workbook file to reuse it or share it with others.

By default, Excel workbooks are saved in the Excel file format, which uses the. When you save a workbook, you can specify a folder or drive to save to, as well as a unique filename.

The Save As dialog box opens. By default, Excel files are saved in an XML format. You can mark-o-matic. FD Excel Binary Workbook format t 1 hee.

F PD in the Binary Workbook format makes the file faster to load and to save. You can read more about vari- ous new file formats in the Excel Help system. Open an Existing Workbook Workbook Fundamentals 2 chapter. You can open a workbook you previously worked on to continue adding or analyzing data. Regardless of whether you store a workbook in a folder on your Worksheet 1. Excel automatically lists your most recently used workbooks in the File menu. Note: To learn more about working with the Office 2 button, see Chapter 1.

The Open dialog box appears. Excel opens the workbook. You can also click and then. The workbook closes. If this is the only open workbook, Excel closes as well. Note: To close the Excel program, see Chapter 1. Delete a Workbook Workbook Fundamentals 2 chapter. You can permanently remove any t32 ee ett 1 shsheee workbook you no longer use k K K or rkks h. For example, you may O RK want to delete a temporary W workbook you created for a quick calculation, or delete old work- books containing outdated data.

You can delete workbooks from the Open or Save As dialog boxes. Always open and check the workbook prior to removing it to ensure you do not delete a file containing important data. A Confirm File Delete box appears. You can open two or more workbooks and view them simultaneously on-screen.

For Worksheet 2 example, you might want to Worksh eet 3. You can choose Wor kshe. Wor kshe et 3 Worksheet 3. The Arrange Windows dialog box appears. Tiled arranges the workbooks like mosaic tiles across the screen.

Horizontal arranges the workbooks stacked horizontally. Vertical arranges the workbooks vertically. Cascade arranges the workbooks stacked on top of each other in a cascading display. Workbook Fundamentals chapter 2 l You can click Windows of active workbook changes to to display only the sheets in the active workbook. How do I return my Can I compare two sections of a workbooks to their large worksheet side by side? You can use the Split et t 21 he eeet You can click a workbook ks shhe or rkks WWoor feature to help you scroll W to make it active, and simultaneously through then click the Maximize two parts of a worksheet icon on the and view the data in each.

When Split. The window divides ee e Workshe rksh orks Work Wor W sh e. You can workbook to full then use the two sets of display, all the open vertical and horizontal scroll workbooks are bars to move through two maximized as well.

You can keep people who open your file from making changes to your Excel workbook by assigning a password to it. You can assign a password to a workbook that prevents changes to the number and order of worksheets and preserves the size and arrangement of windows when you next open the file. The best passwords contain a mix of uppercase and lowercase letters, numbers, and symbols.

This selection preserves sizing and display of the windows. The structure of the workbook number and arrangement of worksheets is protected by default.

If you typed a password in the Protect Workbook dialog box, the Confirm Password dialog box appears. Workbook Fundamentals 2 chapter.

The next time you open the workbook, features for deleting, moving, and renaming worksheets will be unavailable. The Unprotect Workbook dialog box appears. You can now make changes to the workbook. What happens if I How do I remove a forget a password? It is crucial that you To remove a password remember your Excel you no longer want, click passwords.

If you lose a Protect Workbook on password, you can not the Review tab, and in make changes to the file. Consider current password and writing the password click OK. You can also down and keeping it in a reset the password by safe place. Be sure to typing and confirming keep a record of which a new password. Sometimes when you are sharing a workbook with others, you might not want them to see every worksheet in it. To keep a worksheet out of view, you can hide it temporarily. When you want to view the worksheet again, you can easily unhide it.

Worksheet To learn more about protecting workbook structure so that no one can hide or unhide worksheets, see the previous task.

Unhide a Worksheet 1 Right-click the tab area. The Unhide dialog box appears. The worksheet reappears. How do I know if Can I hide just one there are hidden column or row in my worksheets in my worksheet? If you do not want The easiest way to to hide an entire determine if a worksheet but just one workbook contains portion of it, you can hidden worksheets is to HIDDEN hide any number or right-click on tabs for rows or columns you worksheets that are like and unhide them showing.

If the command when you need them. Unhide is listed on any See Chapter 6 to learn of them, a hidden more about hiding and worksheet is lurking in unhiding columns your workbook! Excel worksheets can hold all kinds of data, ranging from numbers and text to formulas and functions. Enter Data You can enter data into any cell within the worksheet. When you click a cell, it immediately becomes the active cell in the worksheet, and any data you type appears within it.

Add Data to a Cell directly into the cell, or you can. Ad or numbers, which are called values in Excel. Excel automatically.

For values. By default, Excel also considers numerical dates and times that you enter to be values, and assigns right alignment. The active cell always appears highlighted with a darker border than the other cells. The data appears both in the Formula bar 4 and in the cell.

Excel enters the data into your worksheet. What if the data I type is too long to fit in When I start typing in a cell, Excel tries to my cell? If you enter data into adjoining cells. If the feature, which wraps AutoComplete entry is the text to fit in the Car Pa correct, press. Paym yment cell so that the text and Excel fills in the text remains visible. Text for you. If not, just keepIns wrapping causes the cell height to increase.

By default, long lines of text you enter into a cell remain on one line. Text wrapping makes the row size taller to fit the number of lines that wrap. Resize Columns and Rows Entering Data 3 chapter. A pr perform editing, calculating, and. Selecting a single. To select a group of cells,.

For example,. You can select multiple noncontiguous cells by pressing and holding while clicking cells. Entering Data chapter 3 Select a Column or Row. Excel selects the entire column or row. To select multiple columns or rows, drag across the column or row headings. How do I select data How do I use my inside a cell? To select a word or You can use the arrow keys number inside a cell, to navigate to the first cell select the cell, and then in the range. Sales 2 Highs 16 18 in front of the text; using an arrow key to then drag over the select the range, such as 3 Lows -9 characters or numbers and.

Excel selects t shif 8 in. You any cells you move over can also double-click a using the keyboard word in the Formula bar navigation keys. Mon You can use AutoFill to add duplicate day Tue entries or a data series to your sda worksheet cells, such as labels for y.

W Monday, Tuesday, Wednesday, and so. You can create your own custom. You can use the fill handle to create an AutoFill series. You can also use AutoFill to copy the 1 same text to every cell you drag over if the text is not part of a commonly used set, such as the months of the year. How do I create a custom list? Then follow these steps: 1 Select the cells 4 Click Popular. You can use the AutoCorrect feature to quickly correct text you commonly misspell. The next time you mistype the word, AutoCorrect fixes your mistake for you.

You might have already noticed this feature t oCC o rr eecc t A u to automatically corrects your text as you type in a worksheet. AutoCorrect comes with a list of preset misspellings; however, the list is not comprehensive.

To speed up your own text entry tasks, consider adding your own problem words to the list. Add a Misspelling 1 1 Click. The Excel Options window appears. Using AutoCorrect. You can select or deselect options for Open the AutoCorrect dialog box to AutoCorrect to fix, such as avoiding two initial the AutoCorrect tab. Click the word caps or capitalizing the first letter of a sentence. To edit a word, must first open the AutoCorrect dialog box; click select it from the list File, Excel Options, Proofing, and and make your change then AutoCorrect Options.

Click OK to Dialog options. Diatribe z e s o f itali apply your changes. Click OK to exit the dialog box and apply your changes. A B C You can perform editing tasks to Indiana poli For State s example, you might want to Providence change the number values you entered, or add additional text Tokyo to a cell.

You can select data and type over it to replace it with new text. Note: See Chapter 6 to learn how to rearrange worksheet data. See Chapter 7 to learn how to format data. A menu of actions you can perform with the data displays. To ignore the Smart Tag, continue working with your worksheet data.

Go bot. Although the spelling check feature is helpful, it is never a substitute for good proofreading. The spelling check feature can Help! When you start the spelling check feature, Excel checks the entire worksheet, unless you select a specific cell or range of cells. You can also press to initiate spelling check. Excel searches the worksheet for any mistakes, and displays the Spelling dialog box if it finds an error.

The spelling checker moves on to the next error. Entering Data chapter 3 l To ignore the error one time, click Ignore Once. When the spelling check is complete, a prompt box appears. I added a word to the dictionary, Besides spelling check, what other but Excel still marks it as a helpful tools can I use to improve my misspelling. You might need to enter the word with You can use the Research task pane click the mixed uppercase and lowercase letters Review tab and then click Research to to match the ways in which you plan to display this to access language use the word.

If you save the dictionaries, a thesaurus, and various formats of the word various online reference in the custom dictionary, sites. Also, make allocate Low er and Internet before accessing Dictionary Encyclopedia.

Encyclopedia Thesaurus. Chinese French. To A-G. You use worksheets to enter and edit data, perform calculations, and more. This chapter shows you how to navigate 50 Bugdet 4 09 YR 2. Understanding Worksheet Structure Data you type into Excel is entered into worksheets, also called sheets.

Before you begin entering text 4 and numbers into your worksheets, 5 it helps to understand how Excel 6 worksheets come together. Columns and Rows Cells and Cell Addresses Worksheets are formatted as a grid formed by Every intersection of a column and a row creates a columns and rows. Each worksheet has 16, cell. Cells are the receptacles for your Excel data. Every column and row Every cell has a unique name, also called an address has a unique identifier. Columns are labeled by or cell reference, in the Excel worksheet.

Cell names letters arranged alphabetically, and rows are consist of the column and row number, with the numbered. For example, cell A1 is the first cell in the worksheet. The next cell to the right is B1. B1 C1 D1 A. Bud ge Col. A t ,R Work ow 2 book, XL. Working with Worksheets chapter 4 Active Cell The active cell in a worksheet is always surrounded by a highlighted border, called the selector.

The Name box, located on the far left side of the Formula bar, always displays the name of the current cell. A range is simply a group of 1 related cells that you can connect. A range can also be a 2 B2 single cell or an entire worksheet. By grouping cells into 3 4 a range, you can apply formatting or printing to the entire 5 6 collection, or move or copy the range data at once.

Each worksheet is identified by a tab at the bottom of the sheet. The active worksheet always appears at the top of the stack. You can add more or less worksheets as needed using the Insert Worksheet tab to the right of the three worksheet tabs. You can also give your worksheets unique names to better identify their content. Get the basics of Excel and then go beyond with this new instructional visual guideWhile many users need Excel just to create simple worksheets, many businesses and professionals rely on the advanced features of Excel to handle things like database creation and data analysis.

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