© 2001 ComputerPREP, Inc. All rights reserved. Excel 2003 Specialist

© 2001 ComputerPREP, Inc. All rights reserved.

Excel 2003 Specialist


Lesson 1:Creating and Modifying Workbooks

Objectives

• Enter data• Edit and delete data• Fill cells• Navigate worksheets• Find and replace data• Copy worksheet data• Move worksheet data

Overview of Workbooks and Worksheets

• Workbook – the electronic spreadsheet file in which data is stored

• Worksheet – the area of a workbook in which data is entered and manipulated

• Cell – the intersection of each column and row• Active cell – the cell that is affected by the action

you perform• Cell pointer – the thick rectangular border that

encloses the active cell

Overview of Workbooks and Worksheets (cont’d)

Cell reference

Active cell Cell pointer

Entering Data

• Text – data that will not be used in calculations• Value – data that contains only numbers or

mathematical operators; values are used in calculations

• AutoComplete – completes a text entry based on existing entries in the column containing the active cell

• Date:– Two-digit year under 30 is in the 21st century– Two-digit year 30 or higher is in the 20th century

Editing and Deleting Data

Data can be edited by:• Completely replacing existing data with new data• Using Edit mode to modify existing data

To activate Edit mode:– double-click the cell– select a cell and click in the Formula bar– select a cell and press F2

To delete data:• Select the data you want to erase and press

DELETE

Filling Cells

• AutoFill – drag a cell’s fill handle to adjacent cells to copy the contents of the cell

• AutoFill is useful for copying data or for completing text or number series, such as:– Days of the week– Months – Fiscal quarters– Dates

Fill handle

Navigating WorksheetsAction Result

Click a cell Selects the cell

Press the left, right, up or down arrow keys

Moves the cell pointer one cell in the indicated direction

Press ENTER or TAB Moves the cell pointer down one cell or right one cell, respectively

Click below the scroll box in the vertical scroll bar

Scrolls the worksheet down one screen

Click to the right of the scroll box in the horizontal scroll bar

Scrolls the worksheet to the right one screen

Press CTRL+HOME Moves the cell pointer to cell A1

Press F5 Displays the Go To dialog box, which you use to move to specific cells

Finding and Replacing Data

To find and replace data:

• Display the Find And Replace dialog box

In the Find And Replace dialog box, you can specify:

– the text for which to search

– the text with which to replace the search text

– to replace the current or all instances of the search text with the replacement text

– to find only the next or all instances of the search text

– advanced search options, such as matching case and searching for formatting attributes

Finding and Replacing Data (cont’d)

• The Research task pane provides reference information you can use to conduct research about topics you specify

Copying Worksheet Data

To copy data:• Use the Office Clipboard – copy data to the Office

Clipboard, then click the item in the Clipboard gallery to paste it to a new location

• Use AutoFill – drag the fill handle to adjacent cells• Use drag-and-drop – press and hold CTRL, drag

the selected cell or range from one location and drop it into another

Moving Worksheet Data

To move data:• Use the Office Clipboard – cut data to the Office

Clipboard, then paste it to a new location• Use drag-and-drop – drag the selected cell or

range from one location and drop it into another


Lesson 2:Manipulating Worksheet Data

Objectives

• Create formulas• Edit formulas• Use cell references• Use functions• Use the Function Wizard• Filter data• Sort data

Creating Formulas

• Formula – a cell entry that performs a calculation– Formula entries begin with an equal sign ( = )

• Operator – a symbol used in formulas to perform mathematical calculations:– Addition ( + )– Subtraction ( - )– Multiplication ( * )– Division ( / )– Exponentiation ( ^ )

• Range Finder – identifies cell references in a formula by highlighting them in different colors

Editing Formulas

To edit formulas:• Type over (replace) the existing formula• Activate Edit mode, highlight the cell reference

you want to change, then click the correct cell

Using Cell References

• Relative cell reference – specifies the location of a cell relative to the cell containing the formula

• Absolute cell reference – specifies the exact location of a cell without regard to the location of the cell containing the formula

• Mixed cell reference – contains both relative and absolute cell reference components

Using Functions

• Function – a predefined formula that performs complex or advanced calculations– Function name – a word or abbreviation used to

identify a function– Argument – the data required in a function to

produce a value• Function Argument tool tip – a pop-up box you

can use to access help information about function components

AutoSum

• AutoSum – automatically sums the values in columns or rows

The AutoSum drop-down menu includes:– SUM (default)– AVERAGE– COUNT– MAX– MIN

AutoSum Functions

• AVERAGE – calculates the average of values in a selected range of cells

• MAX – calculates the maximum value in a selected range of cells

• MIN – calculates the minimum value in a selected range of cells

AutoCalculate

• AutoCalculate – displays the average, count, maximum, minimum or sum of the data in a selected range (contiguous or noncontiguous) without entering a formula or function

The AutoCalculate result is temporary and displays in the status bar only

Using the Function Wizard

• Function Wizard - helps you determine which function to use or assists you with providing the necessary data for the arguments needed to complete the function

To activate the Function Wizard:

– click the Insert Function button in the Formula bar

– display the AutoSum drop-down menu and click More Functions

– after beginning a formula, display the Name drop-down list in the Formula bar and click More Functions

The NOW Function

• NOW function – returns a serial number that represents the current date and time– The NOW function contains no function

arguments– The NOW function can be used in calculations

The DATE Function

• DATE function – returns the serial number that represents a particular date– Function arguments:

• Year – a one to four digit number representing 1900 to 9999

• Month – a number from 1 to 12• Day – a number from 1 to 31

– The DATE function can be used in calculations

The IF Function

• IF function – evaluates a condition and returns a value based on the true/false status of the condition– Function arguments:

• Logical_test – a mathematical expression• Value_if_true – the result if the Logical_test is

true• Value_if_false – the result if the Logical_test

is false

The PMT Function• PMT function – calculates the periodic payments

of a loan based on constant payments and a constant interest rate– Function arguments:

• Rate – the periodic interest rate of the loan• Nper – the number of payment periods• Pv – the present value of the loan• Fv – the future value of the loan• Type – the payment type (1 = payment at

beginning of period; 0 = payment at end of period)

Filtering Data

• Filter – displays only worksheet data that meet a set of criteria

• List – a series of rows containing related data. A list contains no blank rows and the first row has columns labels (the header row)

• AutoFilter – filters worksheet data based on specified criteria

• Criteria – a set of search conditions to which data is compared

AutoFilterAutoFilter options:• Sort Ascending – sorts the data in ascending

order by the items in the selected column• Sort Descending – sorts the data in descending

order by the items in the selected column• (All) – displays all rows in the list• (Top 10…) – displays the top n rows in the list,

where n is any number you specify• (Custom…) – specifies a custom filter• List items – the current data items in the selected

column

Simple and Custom Criteria

• Simple criteria – consists of a single search condition for a column of data. Simple criteria can be applied once or multiple times

• Custom criteria – a set of search conditions (consisting of a comparison operator and a value) to which data is compared. You can:

– specify one or two custom criteria at a time

– specify whether matching entries must meet both or either criteria

• Comparison operator – a mathematical expression such as “is greater than”

Sorting Data

To sort data, the data must be in list format

To sort a list based on one criterion:• Select a cell in a column in the list• Click the Sort Ascending or Sort Descending

button in the Standard toolbar• Click the Sort Ascending or Sort Descending

option in the AutoFilter drop-down list

Sorting Data (cont’d)

To sort a list based on multiple criteria:

– Display the Sort dialog box

– Specify sort keys and sort orders using the Sort By and Then By drop-down lists and options

– Specify whether or not the list contains a header row


Lesson 3:Restructuring and Formatting

Worksheets

Objectives

• Insert and delete cells• Insert and delete rows and

columns• Adjust column widths and

row heights• Hide and unhide rows and

columns• Apply numeric formats• Align cell data• Change fonts and text

attributes

• Add borders• Add background shading• Use styles• Find and replace cell

formats• Add worksheet

backgrounds• Apply AutoFormats• Create workbooks from

templates

Inserting and Deleting Cells

When you insert cells, surrounding cells shift to the right or down to accommodate the added cells

When you delete cells, cell contents are deleted and the surrounding cells shift to the left or up to fill in the gap

Inserting and Deleting Rows and Columns

• When you insert rows or columns, existing data moves down or to the right

• When you delete rows or columns, the remaining data moves up or to the left, and all data within the deleted rows or columns is also deleted

• When you insert or delete rows or columns, the total number of rows and columns in the worksheet remains constant

Adjusting Column Widths and Row Heights

To adjust column width:• Use the Column Width dialog box – specify an

exact amount (automatically rounded to the nearest one-seventh of a character)

To adjust column width or row height:• Use the mouse – drag column or row borders to

increase or decrease column width or row height • Use AutoFit – double-click the right border of a

column or the bottom border of a row to fit the data contained therein

Hiding and Unhiding Rows and Columns

• Hide rows or columns to:– Prevent others from viewing certain data– Work on two columns or rows that do not

appear in the same window• Unhide rows or columns to redisplay the hidden

data

Applying Numeric Formats

• Number format – displays numbers with a specified number of decimal places

• Percent format – displays numbers as percentages (%) with a specified number of decimal places

• Comma format – displays numbers with thousands separators (,) and two decimal places

Applying Numeric Formats (cont’d)

• Accounting format – displays numbers with dollar signs ($) and thousands separators. Dollar signs are vertically aligned at the cell’s left edge.

• Currency format – displays numbers with leading dollar signs and thousands separators

• Date format – enables you to specify the appearance of a date entry

Changing the Alignment of Data

• By default, text is left-aligned and numbers are right-aligned within cells

• Use the alignment buttons in the Formatting toolbar to left-justify, center or right-justify the data within cells

Rotating Text in Cells

Use the Orientation options in the Alignment tab of the Format Cells dialog box to rotate text in cells (you can rotate text up to 90 degrees in each direction)

Merging and Splitting Cells

To merge cells:• Click the Merge And Center button in the

Formatting toolbar (centers the text in the merged cell)– You can merge cells only one row at a time.

Merging multiple rows will keep only the upper-left-most data in the selected range.

To split merged cells:• Click the Merge And Center button

Indenting Text in Cells

To indent text in cells:• Use the Increase Indent and Decrease Indent

buttons in the Formatting toolbar

Changing Fonts and Text Attributes

• Font – the typeface and type size of data• Attributes – the characteristics of text formatting

that you can apply to data

To change fonts and text attributes:– specify attributes in the Format Cells dialog box– click formatting buttons in the Formatting

toolbar– use the Format Painter to copy existing

formatting to other cells

Adding Borders

To add (and modify) borders:• Use the Borders toolbar to specify style and color,

then select the cell(s) with the border drawing tool to draw the border

• Use the Borders button in the Formatting toolbar to specify border options

• Use the Border tab of the Format Cells dialog box to specify border options

Adding Background Shading

To add background shading:• Use the Fill Color button in the Formatting toolbar

to display and add color fills• Use the Patterns tab of the Format Cells dialog

box to specify background colors and patterns

Using Styles

• Style – a set of formatting characteristics identified by a style name

• Use styles to format cells quickly and consistently

You can create styles:– by example – select a cell containing the

formatting you want, then assign a name to the group of formatting attributes

– by definition – specify the formatting attributes you want to include in the style using the Format Cells dialog box

Using Styles (cont’d)

To apply a style, select the cell or range to which you want to apply the style, then select a style from the Style dialog box

Note: The style will override any formats you previously applied to the cell(s)

Finding and Replacing Cell Formats

You specify cell format search and replacement criteria using the advanced search options in the Find And Replace dialog box

Finding and Replacing Cell Formats (cont’d)

Once the find and replace operation is completed, remove the cell format search and replacement criteria prior to closing the Find And Replace dialog box, or else the criteria will remain in effect the next time you attempt to find and replace data

Adding Worksheet Backgrounds

• Worksheet background graphics are repeated to fill the entire worksheet

• To add worksheet backgrounds:– display the Sheet Background dialog box– insert the graphic you want to use as the

worksheet background pattern• Apply a solid background shading to the cells

containing data to make the data easier to read

Applying AutoFormats

• AutoFormat – a feature that applies pre-existing formatting attributes to worksheet cells

To apply AutoFormats:– select the range of cells you want to format,

display the AutoFormat dialog box, then select an AutoFormat

Creating Workbooks from Templates

• Template – a workbook containing formatting attributes, text, and other worksheet elements specific to a particular theme that can be used as a base for new workbooks

• Access templates from:– the Spreadsheet Solutions tab of the Templates

dialog box– templates stored on your computer– templates stored in My Network Places– the Microsoft Office Web site


Lesson 4:Manipulating and Printing

Worksheets and Workbooks

Objectives

• Split and freeze worksheets• Manipulate multiple worksheets• Create and modify hyperlinks• Manipulate multiple workbooks• Save and organize workbooks• Preview and print worksheets• Control the appearance of print pages• Print multiple worksheets• Print entire workbooks

Splitting and Freezing Worksheets

• Split panes – enables you to split a worksheet into two panes so that you can view two portions of the same worksheet simultaneously

• Freeze panes – enables you to lock rows and/or columns to prevent them from scrolling out of view

• Unfreeze panes – enables you to unlock rows and/or columns so that no portion of the worksheet remains stationary as you scroll through it

Freezing Rows and ColumnsTo freeze rows:• Select the row just below the row(s) to freeze, and

activate the freeze panes feature

To freeze columns:• Select the column just to the right of the column(s)

to freeze, and activate the freeze panes feature

To freeze rows and columns simultaneously:• Select the cell just below the row(s) and just to the

right of the column(s) to freeze, and activate the freeze panes feature

Navigating and Repositioning Worksheets

• The active worksheet tab displays in bold• Click a worksheet tab to activate the associated

worksheet• Click the tab scrolling buttons to view worksheet

tabs not visible in the workbook window• Drag a worksheet tab to a new location to

reposition the worksheet

Inserting and Deleting Worksheets

• New worksheets are inserted to the left of the active worksheet

• New worksheets are labeled sequentially, regardless of their order in the workbook

• If you delete a worksheet containing data, the data is also deleted

Renaming Worksheet Tabs

• You can rename worksheet tabs with descriptive names to better identify the worksheets– Names can contain up to 31 characters– Names cannot contain: asterisk ( * ), slash ( / ),

backslash ( \ ), colon ( : ), square brackets ( [ ] ) or question mark ( ? )

Coloring Worksheet Tabs

Use the Format Tab Color dialog box to color worksheet tabs

Hiding and Unhiding Worksheets

• Select Format | Sheet | Hide to hide worksheets

• Use the Unhide dialog box to redisplay hidden worksheets

Creating and Modifying Hyperlinks

• Hyperlink – a link that, when clicked, automatically accesses or opens another area or location

• Hyperlinks link worksheet data or objects to:– another area of the current worksheet– another worksheet– another workbook– a file in another application– a Web page– an e-mail address

Arranging Multiple Workbooks

Use the Arrange Windows dialog box to specify how multiple open workbooks will display

Navigating Among Open Workbooks

To navigate among open workbooks:• Click the desired workbook (if they are all visible

on the screen), or• Display the Window menu and select the desired

workbook, or• Press CTRL+TAB to cycle from one workbook to

the next, causing each one to activate in turn

Hiding and Unhiding Workbooks

• Select Window | Hide to hide workbooks

• Use the Unhide dialog box to redisplay hidden workbooks

Saving Workbooks

To save a workbook:• Click the Save button in the Standard toolbar• Use the Save As dialog box

With the Save As dialog box, you can: – save a workbook with a different file name– save a workbook with a different file format– save a workbook in a new location– save a worksheet or workbook as a Web page

Organizing Workbooks

• You can save a workbook in a different location by creating a folder during the save process

• Use the New Folder dialog box to create a new folder:

Previewing Print Pages

With Print Preview, you can:• Display the next or previous pages of a multiple-

page worksheet• Toggle between full-page and magnified views• Specify page setup options• Specify margin settings and column widths• Display the worksheet in Page Break Preview to

view and modify page breaks

Previewing Web Pages

With Web Page Preview, you can:• Preview how a worksheet will display in your

browser without first saving the file as a Web page and manually opening it in your browser

Previewing Page Breaks

With Page Break Preview, you can:• Modify page breaks by dragging the blue dashed

page break lines to different locations• Insert or remove horizontal and vertical page

breaks

Printing WorksheetsTo print a worksheet:

• Click the Print button in the Standard toolbar (prints the entire worksheet)

• Access the Print dialog box to specify print options

Print dialog box options include:

– Printer – specifies the printer to use

– Print range – specifies the pages to print

– Print what – specifies the portion of the worksheet to print

– Copies – specifies the number of copies to print

Adjusting Page Scaling and Orientation

• Scaling – adjusts print size based on a percentage of a worksheet’s normal size

• Orientation – the position of the worksheet relative to the height and width of the printed page

• Orientation can be:– Portrait – Landscape

• Use the Page tab of the Page Setup dialog box to adjust page scaling and orientation

Changing Margin Widths• Margin – the white space between the edge of the

page and the printed data on the page

To change margins:– drag margin markers in the Print Preview

window, or

– Use the Margins tab of the Page Setup dialog box to:

• specify top, bottom, left and right margins• specify header and footer positions• center data horizontally and/or vertically on

the page

Creating Headers and Footers

Header – text that prints at the top of every page

Footer – text that prints at the bottom of every page

To create headers and footers:• use the Header/Footer tab of the Page Setup

dialog box to:– select built-in headers– select built-in footers– create custom headers– create custom footers

Inserting Page Breaks

• Use Page Break Preview to modify page breaks, or• Use the Insert | Page Break command in Page

Break Preview or Normal view

Setting Print Areas

• Print area – a portion of a worksheet designated as the only area to print

• When a print area is set, you can also specify a separate print range to print

• The print area remains in effect until you change or clear it

Printing Repeating Rows and Columns

• Labels – descriptive text entries that display above columns of data or to the left of rows of data

• Use the Sheet tab of the Page Setup dialog box to print repeating rows and columns so that row and column labels will appear on each printed page

You can also use the Sheet tab to:– print gridlines– print row and column headings– print color data in black and white– print using Draft quality

Printing Multiple Worksheets and Printing Entire Workbooks

• Print portions of multiple worksheets by defining a 3-dimensional print range

• Print multiple worksheets in their entirety by grouping the worksheets without specifying a print range

• Print workbooks in their entirety by:– grouping all worksheets and printing them

together, or– specifying to print the entire workbook in the

Print dialog box


Lesson 5:Using Comments, Graphics,

Diagrams and Charts

Objectives

• Work with comments• Work with graphics• Work with diagrams• Work with charts

Inserting Comments

• Comments provide additional information about individual cells

• Comment indicators (small red triangles) display in cells containing comments

• To insert a comment:– right-click a cell and click Insert Comment– type text in the comment box– click outside the comment box to close it

Displaying and Hiding Comments

• To display a comment:– point to a cell containing a comment indicator– right-click the comment and click Show/Hide Comments– select the Comment & Indicator option in the View tab of

the Options dialog box• To hide a comment:

– move the mouse pointer off of the cell containing a comment indicator

– right-click the comment and click Hide Comment– select the None option in the View tab of the Options

dialog box

Editing and Deleting Comments

You can edit and delete visible and hidden comments

• To edit a comment:

– right-click the comment and click Edit Comment

– make the change and click outside the comment box

• To delete a comment:

– right-click the comment and click Delete Comment

Inserting Graphics

You can insert:• Clip Art images (use the Clip Art task pane)• Pictures from a scanner or digital camera• Graphics files stored in one of the standard

graphics formats

Moving and Resizing Graphics

To move a graphic:• drag it to the desired location

To resize a graphic:• drag a corner sizing handle (resizes the graphic

proportionally)• drag a side sizing handle (resizes the graphic

without maintaining proportions)

Inserting Diagrams

Organization chart

Cycle diagram

Pyramid

diagram

Radial diagram

Venn diagram

Target diagram

Manipulating Diagrams

To move a diagram:• drag a diagram border to move the diagram to the

desired location

To resize a diagram:• drag a corner sizing handle (resizes the diagram

proportionally)• drag a side sizing handle (resizes the diagram

without maintaining proportions)

To modify a diagram:• use the tools in the Diagram toolbar

Creating Charts

• Chart – a graphical representation of selected data in a worksheet

• Chart Wizard – a series of dialog boxes that prompt you for information necessary to create a chart

To create a chart:– select the range of cells you want to chart– click the Chart Wizard button– proceed through the Chart Wizard

Creating Charts (cont’d)

Tick mark X-axis labels

Gridlines

Y-axis labels Data series

LegendTitle

Changing Chart Types

• Column• Bar• Line• Pie• XY (Scatter)

• Area• Doughnut • Radar• Surface• Bubble

To change a chart type:• select Chart | Chart Type• select the desired chart type

Chart Types

• Stock• Cylinder• Cone• Pyramid

Editing Chart Data

• After you have created a chart, you can change the data in the worksheet

• Changing the data in the worksheet will update the chart automatically

Documents

© 2001 ComputerPREP, Inc. All rights reserved. Excel 2003 Specialist