How to Use Excel 2007

Transcription

1 How to Use Excel 2007 Table of Contents THE EXCEL ENVIRONMENT... 4 MOVE OR SCROLL THROUGH A WORKSHEET... 5 USE THE SCROLL BARS TO MOVE THROUGH A WORKSHEET... 5 USE THE ARROW KEYS TO MOVE THROUGH A WORKSHEET... 6 SCROLL AND ZOOM BY USING THE MOUSE... 6 SELECTING PARTS OF YOUR WORKSHEET... 7 SELECT CELLS, RANGES, ROWS, OR COLUMNS... 7 SELECT THE CONTENTS OF A CELL... 9 SELECT ONE OR MULTIPLE WORKSHEETS... 9 INSERT OR DELETE CELLS, ROWS, AND COLUMNS INSERT BLANK CELLS ON A WORKSHEET INSERT ROWS ON A WORKSHEET INSERT COLUMNS ON A WORKSHEET DELETE CELLS, ROWS, OR COLUMNS MOVE OR COPY ROWS AND COLUMNS MOVE OR COPY ROWS AND COLUMNS BY USING THE RIBBON OR KEYSTROKES MOVE OR COPY ROWS AND COLUMNS BY USING THE MOUSE FREEZE OR LOCK ROWS AND COLUMNS USE FREEZE PANES TO LOCK SPECIFIC ROWS OR COLUMNS USE SPLIT PANES TO LOCK ROWS OR COLUMNS IN SEPARATE WORKSHEET AREAS USE THE AUTOFILL HANDLE TO FILL DATA SHOW OR HIDE THE AUTO FILL OPTIONS FILL DATA BY USING A CUSTOM FILL SERIES USE A CUSTOM FILL SERIES BASED ON AN EXISTING LIST OF ITEMS USE A CUSTOM FILL SERIES BASED ON A NEW LIST OF ITEMS EDIT OR DELETE A CUSTOM FILL SERIES How to Use Excel 2007 Training Session Handout Page 1

2 FORMATTING DATA CHANGE THE FONT OR FONT SIZE IN A WORKSHEET Change the default font or font size for new workbooks FORMATTING TEXT Format text as bold, italic, or underlined Format text as strikethrough Format text as superscript or subscript Change the color of text Change the background color of text Apply a pattern or fill effect to a background color REPOSITION THE DATA IN A CELL Use Merge and Center USING BORDERS AND COLOR TO EMPHASIZE DATA Apply a predefined cell border Remove a cell border Fill cells with solid colors Fill cells with patterns Verify print options to print cell shading in color Remove cell shading Add a sheet background Remove a sheet background FORMATTING NUMBERS AVAILABLE NUMBER FORMATS FORMAT NUMBERS AS TEXT COPY AN EXISTING FORMAT TO OTHER CELLS USE THE FORMAT PAINTER CHANGE THE COLUMN WIDTH AND ROW HEIGHT SET A COLUMN TO A SPECIFIC WIDTH CHANGE THE COLUMN WIDTH TO AUTOMATICALLY FIT THE CONTENTS (AUTO FIT) MATCH THE COLUMN WIDTH TO ANOTHER COLUMN CHANGE THE DEFAULT WIDTH FOR ALL COLUMNS ON A WORKSHEET OR WORKBOOK CHANGE THE WIDTH OF COLUMNS BY USING THE MOUSE SET A ROW TO A SPECIFIC HEIGHT CHANGE THE ROW HEIGHT TO FIT THE CONTENTS CHANGE THE HEIGHT OF ROWS BY USING THE MOUSE PAGE BREAKS PAGE BREAK PREVIEW INSERT A PAGE BREAK MOVE AN EXISTING PAGE BREAK DELETE A PAGE BREAK RESET ALL PAGE BREAKS RETURN TO NORMAL VIEW How to Use Excel 2007 Training Session Handout Page 2

3 USE HEADERS AND FOOTERS IN WORKSHEET PRINTOUTS ADD OR CHANGE THE HEADER OR FOOTER TEXT IN THE PAGE SETUP DIALOG BOX ADD OR CHANGE THE HEADER OR FOOTER TEXT IN PAGE LAYOUT VIEW ADD A PREDEFINED HEADER OR FOOTER TO A WORKSHEET IN PAGE LAYOUT VIEW INSERT SPECIFIC HEADER AND FOOTER ELEMENTS FOR A WORKSHEET CHOOSE THE HEADER AND FOOTER OPTIONS FOR A WORKSHEET RETURN TO NORMAL VIEW TO CLOSE HEADERS AND FOOTERS SET PAGE MARGINS PRINT A WORKSHEET OR WORKBOOK PREVIEW WORKSHEET PAGES BEFORE PRINTING DEFINE OR CLEAR A PRINT AREA ON A WORKSHEET Set a print area Add cells to an existing print area Clear a print area PRINT A WORKSHEET ON A SPECIFIC NUMBER OF PAGES PRINT A PARTIAL OR ENTIRE WORKSHEET OR WORKBOOK PRINT SEVERAL WORKSHEETS AT ONCE PRINT SEVERAL WORKBOOKS AT ONCE PRINT LANDSCAPE OR PORTRAIT Change the page orientation in the worksheet REPEAT ROWS OR COLUMNS AS TITLES OR LABELS ON EVERY PRINTED PAGE INCLUDE ROW AND COLUMN HEADINGS WHEN PRINTING A WORKSHEET PRINT WITH OR WITHOUT CELL GRIDLINES SCALE A WORKSHEET FOR PRINTING Shrink or enlarge a worksheet for a better fit on printed pages Fit a worksheet to the paper width of printed pages VIEWING MULTIPLE WORKSHEETS OR WORKBOOKS AT THE SAME TIME VIEW TWO WORKSHEETS IN THE SAME WORKBOOK SIDE BY SIDE VIEW TWO WORKSHEETS OF DIFFERENT WORKBOOKS SIDE BY SIDE VIEW MULTIPLE WORKSHEETS AT THE SAME TIME How to Use Excel 2007 Training Session Handout Page 3

4 2 3 The Excel Environment Microsoft Office Button 6 Close Worksheet button 11 Column 16 Insert Worksheet button 2 Quick Access Toolbar 7 Name Box 12 Row 17 Scroll Bars 3 Title Bar 8 Formula Bar 13 Active Cell 18 Status Bar 4 Ribbon 9 Expand Formula Bar 14 Worksheet Scroll Icons 19 Views 5 Help 10 Select All button 15 Worksheet tabs 20 Zoom How to Use Excel 2007 Training Session Handout Page 4

5 Move or scroll through a worksheet There are different ways to scroll through a worksheet. You can use the arrow keys, the scroll bars, or the mouse to move between cells and to move quickly to different areas of the worksheet. In Microsoft Office Excel 2007, you can take advantage of increased scroll speeds, easy scrolling to the end of ranges, and ScreenTips that let you know where you are in the worksheet. You can also use the mouse to scroll in dialog boxes that have drop-down lists with scroll bars. Use the scroll bars to move through a worksheet The following table describes different ways for using the scroll bars to move through a worksheet. To scroll One row up or down One column left or right One window up or down One window left or right A large distance Do this Click the scroll arrows or on the vertical scroll bar to move the sheet one row up or down. Click the scroll arrows or on the horizontal scroll bar to move the sheet one column to the left or right. Click above or below the scroll box on the vertical scroll bar. Click to the left or right of the scroll box on the horizontal scroll bar. Hold down SHIFT while dragging the scroll box. If you do not see the scroll bars, do the following to display them: 1) Click the Microsoft Office Button in the upper left corner of the application, and then click Excel Options in the lower right. 2) Click Advanced, and then under Display options for this workbook, make sure that the Show horizontal scroll bar and the Show vertical scroll bar check boxes are selected, and then click OK. Notes: When you use the scroll boxes to move through a worksheet, Excel displays a ScreenTip to indicate row numbers or column letters so that you know where you are in the worksheet. The size of a scroll box indicates the proportional amount of the used area of the sheet that is visible in the window. The position of a scroll box indicates the relative location of the visible area within the worksheet. How to Use Excel 2007 Training Session Handout Page 5

6 Use the arrow keys to move through a worksheet To move between cells on a worksheet, click any cell or use the arrow keys. When you move to a cell, it becomes the active cell. To scroll One row up or down (without moving the active cell) One row up or down (the active cell moves) One column left or right (without moving the active cell) One column left or right (the active cell moves) One window up or down (the active cell moves) One window left or right (without moving the active cell) One window left or right (the active cell moves) A large distance (without moving the active cell) Do this Press SCROLL LOCK, and then use the UP ARROW key or DOWN ARROW key to scroll one row up or down. Press the UP ARROW key or DOWN ARROW key to scroll one row up or down. Press SCROLL LOCK, and then use the LEFT ARROW key or RIGHT ARROW key to scroll one column left or right. Press the LEFT ARROW key or RIGHT ARROW key to scroll one column left or right. Press PAGE UP or PAGE DOWN. Press SCROLL LOCK, and then hold down CTRL while you press the LEFT ARROW or RIGHT ARROW key. Hold down CTRL while you press the LEFT ARROW or RIGHT ARROW key. Press SCROLL LOCK, and then simultaneously hold down CTRL and an arrow key to quickly move through large areas of your worksheet. Note: when SCROLL LOCK is on, Scroll Lock is displayed on the status bar. Pressing an arrow key while SCROLL LOCK is on will scroll one row up or down or one column left or right. To use the arrow keys to move between cells, you must turn SCROLL LOCK off. Scroll and zoom by using the mouse Some mouse devices and other pointing devices, such as the Microsoft IntelliMouse pointing device, have built-in scrolling and zooming capabilities that you can use to move around and zoom in or out on your worksheet or chart sheet. You can also use the mouse to scroll in dialog boxes that have dropdown lists with scroll bars. To Scroll up or down a few rows at a time Pan through a worksheet Zoom in or out Do this Rotate the wheel forward or back. Hold down the wheel button, and drag the pointer away from the origin mark in any direction that you want to scroll. To speed up scrolling, move the pointer away from the origin mark. To slow down scrolling, move the pointer closer to the origin mark. Hold down CTRL while you rotate the IntelliMouse wheel forward or back. The percentage of the zoomed worksheet is displayed on the status bar. How to Use Excel 2007 Training Session Handout Page 6

7 Selecting parts of your worksheet Select cells, ranges, rows, or columns To select cells, ranges, rows or columns A single cell A range of cells A large range of cells All cells on a worksheet Do this Click the cell, or press the arrow keys to move to the cell. Click the first cell in the range, and then drag to the last cell, or hold down SHIFT while you press the arrow keys to extend the selection. You can also select the first cell in the range, and then press F8 to extend the selection by using the arrow keys. To stop extending the selection, press F8 again. Click the first cell in the range, and then hold down SHIFT while you click the last cell in the range. You can scroll to make the last cell visible. Click the Select All button. To select the entire worksheet, you can also press CTRL+A. Note: If the worksheet contains data, CTRL+A selects the current region. Pressing CTRL+A a second time selects the entire worksheet. Nonadjacent cells or cell ranges An entire row or column Select the first cell or range of cells, and then hold down CTRL while you select the other cells or ranges. You can also select the first cell or range of cells, and then press SHIFT+F8 to add another nonadjacent cell or range to the selection. To stop adding cells or ranges to the selection, press SHIFT+F8 again. Note: You cannot cancel the selection of a cell or range of cells in a nonadjacent selection without canceling the entire selection. Click the row or column heading. Row heading Column heading You can also select cells in a row or column by selecting the first cell and then pressing CTRL+SHIFT+ARROW key (RIGHT ARROW or LEFT ARROW for rows, UP ARROW or DOWN ARROW for columns). Note: If the row or column contains data, CTRL+SHIFT+ARROW key selects the row or column to the last used cell. Pressing CTRL+SHIFT+ARROW key a second time selects the entire row or column. How to Use Excel 2007 Training Session Handout Page 7

8 To select cells, ranges, rows or columns Adjacent rows or columns Nonadjacent rows or columns The first or last cell in a row or column The first or last cell on a worksheet or in a Microsoft Office Excel table Cells to the last used cell on the worksheet (lowerright corner) Cells to the beginning of the worksheet More or fewer cells than the active selection Do this Drag across the row or column headings. Or select the first row or column; then hold down SHIFT while you select the last row or column. Click the column or row heading of the first row or column in your selection; then hold down CTRL while you click the column or row headings of other rows or columns that you want to add to the selection. Select a cell in the row or column, and then press CTRL+ARROW key (RIGHT ARROW or LEFT ARROW for rows, UP ARROW or DOWN ARROW for columns). Press CTRL+HOME to select the first cell on the worksheet or in an Excel list. Press CTRL+END to select the last cell on the worksheet or in an Excel list that contains data or formatting. Select the first cell, and then press CTRL+SHIFT+END to extend the selection of cells to the last used cell on the worksheet (lower-right corner). Select the first cell, and then press CTRL+SHIFT+HOME to extend the selection of cells to the beginning of the worksheet. Hold down SHIFT while you click the last cell that you want to include in the new selection. The rectangular range between the active cell and the cell that you click becomes the new selection. Notes: Tip: to cancel a selection of cells, click any cell on the worksheet. Excel marks selected cells or ranges by highlighting them. These highlights do not appear in a printout. If you want to display cells with a highlight when you print a worksheet, you can use formatting features to apply cell shading. When SCROLL LOCK is on, Scroll Lock is displayed on the status bar. Pressing an arrow key while SCROLL LOCK is on will scroll one row up or down or one column left or right. To use the arrow keys to move between cells, you must turn SCROLL LOCK off. If the selection is extended when you click a cell or press keys to move around the worksheet, it may be because you pressed F8 or SHIFT+F8 to extend or add to the selection. In this case, Extend Selection or Add to Selection is displayed on the status bar. To stop extending or adding to a selection, press F8 or SHIFT+F8 again. How to Use Excel 2007 Training Session Handout Page 8

9 Select the contents of a cell To select the contents of a cell In the cell In the formula bar By using the keyboard Do this Double-click the cell, and then drag across the contents of the cell that you want to select. Click the cell, and then drag across the contents of the cell that you want to select in the formula bar. Press F2 to edit the cell, use the arrow keys to position the insertion point, and then press SHIFT+ARROW key to select the contents. Select one or multiple worksheets By clicking the tabs of worksheets (or sheets) at the bottom of the window, you can quickly select a different sheet. If you want to enter or edit data on several worksheets at the same time, you can group worksheets by selecting multiple sheets. You can also format or print a selection of sheets at the same time. To select A single sheet Do this Click the sheet tab. If you don't see the tab that you want, click the tab scrolling buttons to display the tab, and then click the tab. Two or more adjacent sheets Two or more nonadjacent sheets All sheets in a workbook Click the tab for the first sheet. Then hold down SHIFT while you click the tab for the last sheet that you want to select. Click the tab for the first sheet. Then hold down CTRL while you click the tabs of the other sheets that you want to select. Right-click a sheet tab, and then click Select All Sheets on the shortcut menu. Tip: When multiple worksheets are selected, [Group] appears in the title bar at the top of the worksheet. To cancel a selection of multiple worksheets in a workbook, click any unselected worksheet. If no unselected sheet is visible, right-click the tab of a selected sheet, and then click Ungroup Sheets on the shortcut menu. How to Use Excel 2007 Training Session Handout Page 9

10 Insert or delete cells, rows, and columns You can insert blank cells above or to the left of the active cell on a worksheet. When you insert blank cells, Excel shifts other cells in the same column down or cells in the same row to the right to accommodate the new cells. Similarly, you can insert rows above a selected row and columns to the left of a selected column. You can also delete cells, rows, and columns. Note: Microsoft Office Excel 2007 has more rows and columns than ever before, with the following new limits: 16,384 (A to XFD) columns wide by 1,048,576 rows tall. Insert blank cells on a worksheet 1) Select the cell or the range of cells where you want to insert the new blank cells. Select the same number of cells as you want to insert. For example, to insert five blank cells, you have to select five cells. 2) On the Home tab, in the Cells group, click the arrow next to Insert, and then click Insert Cells. Tip: You can also right-click the selected cells and then click Insert. 3) In the Insert dialog box, click the direction in which you want to shift the surrounding cells. Notes: When you insert cells, rows, or columns on a worksheet, all references that are affected by the insertion adjust accordingly, whether they are relative or absolute cell references. The same behavior applies to deleting cells, except when a deleted cell is directly referenced by a formula. If you want references to adjust automatically, it's a good idea to use range references whenever appropriate in your formulas, instead of specifying individual cells. You can insert cells that contain data and formulas by copying or cutting the cells, right-clicking the location where you want to paste them, and then clicking Insert Copied Cells or Insert Cut Cells. Tips: To quickly repeat the action of inserting a cell, click the location where you want to insert the cell, and then press CTRL+Y. If there is formatting applied to the cells that you copied, you can use Insert Options how to set the formatting of the inserted cells. Tip: You can also right-click the selected rows and then click Insert. How to Use Excel 2007 Training Session Handout Page 10 to choose Insert rows on a worksheet 1) Do one of the following: a) To insert a single row: Select either the whole row or a cell in the row above which you want to insert the new row. For example, to insert a new row above row 5, click a cell in row 5. b) To insert multiple rows: Select the rows above which you want to insert rows. Select the same number of rows as you want to insert. For example, to insert three new rows, you select three rows. c) To insert nonadjacent rows: Hold down CTRL while you select nonadjacent rows. 2) On the Home tab, in the Cells group, click the arrow next to Insert, and then click Insert Sheet Rows.

11 Insert columns on a worksheet 1) Do one of the following: a) To insert a single column: Select the column or a cell in the column immediately to the right of where you want to insert the new column. For example, to insert a new column to the left of column B, click a cell in column B. b) To insert multiple columns: Select the columns immediately to the right of where you want to insert columns. Select the same number of columns as you want to insert. For example, to insert three new columns, you select three columns. c) To insert nonadjacent columns: Hold down CTRL while you select nonadjacent columns. 2) On the Home tab, in the Cells group, click the arrow next to Insert, and then click Insert Sheet Columns. Tip: You can also right-click the selected cells and then click Insert. Delete cells, rows, or columns 1) Select the cells, rows, or columns that you want to delete. 2) On the Home tab, in the Cells group, do one of the following: a) To delete selected cells: Click the arrow next to Delete, and then click Delete Cells. b) To delete selected rows: Click the arrow next to Delete, and then click Delete Sheet Rows. c) To delete selected columns: Click the arrow next to Delete, and then click Delete Sheet Columns. Tip: You can right-click a selection of cells, click Delete, and then click the option that you want. You can also right-click a selection of rows or columns and then click Delete. 3) If you are deleting a cell or a range of cells, in the Delete dialog box, click Shift cells left, Shift cells up, Entire row, or Entire column. a) If you are deleting rows or columns, other rows or columns automatically shift up or to the left. Tips: To quickly repeat deleting cells, rows, or columns, select the next cells, rows, or columns, and then press CTRL+Y. If needed, you can restore deleted data immediately after you delete it. On the Quick Access Toolbar, click Undo Delete, or press CTRL+Z. Notes: Pressing DELETE deletes the contents of the selected cells only, not the cells themselves. Excel keeps formulas up to date by adjusting references to the shifted cells to reflect their new locations. However, a formula that refers to a deleted cell displays the #REF! error value. How to Use Excel 2007 Training Session Handout Page 11

12 Move or copy rows and columns When you move or copy rows and columns, Microsoft Office Excel moves or copies all data that they contain, including formulas and their resulting values, comments, cell formats, and hidden cells. You can use the Cut command or Copy command to move or copy selected rows and columns, but you can also move or copy them by using the mouse. Move or copy rows and columns by using the Ribbon or keystrokes 1) Select the row or column that you want to move or copy. 2) Do one of the following: a) To move rows or columns: On the Home tab, in the Clipboard group, click Cut. Keyboard shortcut: You can also press CTRL+X. b) To copy rows or columns: On the Home tab, in the Clipboard group, click Copy. Keyboard shortcut: You can also press CTRL+C. 3) Right-click a row or column below or to the right of where you want to move or copy your selection, and then do one of the following: a) When you are moving rows or columns: Click Insert Cut Cells. b) When you are copying rows or columns: Click Insert Copied Cells. Note: If you click Paste on the Home tab, in the Clipboard group (or press CTRL+V) instead of clicking a command on the shortcut menu, you will replace the existing content of the destination cells. Move or copy rows and columns by using the mouse 1) Select the row or column that you want to move or copy. 2) Do one of the following: a) To move rows or columns: Point to the border of the selection. When the pointer becomes a move pointer rows or columns to another location. b) To copy rows or columns:, drag the Hold down CTRL while you point to the border of the selection. When the pointer becomes a copy pointer, drag the rows or columns to another location. Important: Make sure that you hold down CTRL during the drag-and-drop operation. If you release CTRL before you release the mouse button, you will move the rows or columns instead of copying them. How to Use Excel 2007 Training Session Handout Page 12

13 Notes: When you use the mouse to insert copied or cut columns or rows, the existing content of the destination cells is replaced. To insert copied or cut rows and columns without replacing the existing content, you should right-click the row or column below or to the right of where you want to move or copy your selection, and then click Insert Cut Cells or Insert Copied Cells. You cannot move or copy nonadjacent rows and columns by using the mouse. Freeze or lock rows and columns To keep an area of a worksheet visible while you scroll to another area of the worksheet, you can lock specific rows or columns in one area by freezing or splitting panes.when you freeze panes, you keep specific rows or columns visible when you scroll in the worksheet. For example, you might want to keep row and column labels visible as you scroll. When you split panes, you create separate worksheet areas that you can scroll within, while rows or columns in the non-scrolled area remain visible. Use freeze panes to lock specific rows or columns 1) On the worksheet, do one of the following: a) To lock rows: Select the row below the row or rows that you want to keep visible when you scroll. b) To lock columns: Select the column to the right of the column or columns that you want to keep visible when you scroll. c) To lock both rows and columns: Click the cell below and to the right of the rows and columns that you want to keep visible when you scroll. 2) On the View tab, in the Window group, click the arrow below Freeze Panes. 3) Do one of the following: a) To lock one row only: Click Freeze Top Row. b) To lock one column only Click Freeze First Column. c) To lock more than one row or column Click Freeze Panes. Notes: When you freeze the top row, first column, or panes, the Freeze Panes option changes to Unfreeze Panes so that you can unlock any frozen rows or columns. You can freeze rows at the top and columns on the left side of the worksheet only. You cannot freeze rows and columns in the middle of the worksheet. The Freeze Panes command is not available when you are in cell editing mode or when a worksheet is protected. To cancel cell editing mode, press ENTER or ESC. How to Use Excel 2007 Training Session Handout Page 13

14 Use split panes to lock rows or columns in separate worksheet areas 1) To split panes, point to the split box at the top of the vertical scroll bar or at the right end of the horizontal scroll bar. 2) When the pointer changes to a split pointer or, drag the split box down or to the left to the position that you want. Note: If you do not see the Split box on the scroll bars, you can turn this feature on. View tab / Window group / Click the Split button 3) To remove the split, double-click any part of the split bar that divides the panes. Note: You cannot split panes and freeze panes at the same time. When you freeze panes within a split pane, all rows above and columns to the left of the selection will be frozen and the split bar will be removed. Use the AutoFill handle to fill data You can use the Fill command to fill data into worksheet cells. You can also have Excel automatically continue a series of numbers, number and text combinations, dates, or time periods, based on a pattern that you establish. However, to quickly fill in several types of data series, you can select cells and drag the fill handle. Note: When you hover over the fill handle, your mouse shape looks like a skinny plus sign. When you see this shape, start to drag. Note: the mouse shape will be displayed in black. After you drag the fill handle, the Auto Fill Options button appears so that you can choose how the selection is filled. For example, you can choose to fill just cell formats by clicking Fill Formatting Only, or you can choose to fill just the contents of a cell by clicking Fill Without Formatting. Show or Hide the Auto Fill Options If you don't want to display the Auto Fill Options button every time you drag the fill handle, you can turn it off by doing the following: 1) Click the Microsoft Office Button, and then click Excel Options. 2) Click Advanced, and then under Cut, Copy, and Paste, select or clear the Show Paste Options buttons check box to show or hide the AutoFill Options button. How to Use Excel 2007 Training Session Handout Page 14

15 Fill data by using a custom fill series To make it easier to enter a particular sequence of data (such as a list of names or sales regions), you can create a custom fill series. You can base the custom fill series on a list of existing items on a worksheet, or you can type the list from scratch. Although you cannot edit or delete a built-in fill series (such as a fill series for months and days), you can edit or delete a custom fill series. Note: A custom list can only contain text or text mixed with numbers. If you want a custom list that contains only numbers, such as 0 through 100, you must first create a list of numbers that is formatted as text. Use a custom fill series based on an existing list of items 1) On the worksheet, select the list of items that you want to use in the fill series. 2) Click the Microsoft Office Button, and then click Excel Options. 3) Click Popular, and then under Top options for working with Excel, click Edit Custom Lists. 4) Verify that the cell reference of the list of items that you selected is displayed in the Import list from cells box, and then click Import. 5) The items in the list that you selected are added to the Custom lists box. 6) Click OK twice. 7) On the worksheet, click a cell, and then type the item in the custom fill series that you want to use to start the list. 8) Drag the fill handle across the cells that you want to fill. Use a custom fill series based on a new list of items 1) Click the Microsoft Office Button, and then click Excel Options. 2) Click Popular, and then under Top options for working with Excel, click Edit Custom Lists. 3) In the Custom lists box, click NEW LIST, and then type the entries in the List entries box, beginning with the first entry. 4) Press ENTER after each entry. 5) When the list is complete, click Add, and then click OK twice. 6) On the worksheet, click a cell, and then type the item in the custom fill series that you want to use to start the list. 7) Drag the fill handle across the cells that you want to fill. Edit or delete a custom fill series 1) Click the Microsoft Office Button, and then click Excel Options. 2) Click Popular category, and then under Top options for working with Excel, click Edit Custom Lists. 3) In the Custom lists box, select the list that you want to edit or delete, and then do one of the following: a) To edit the fill series: Make the changes that you want in the List entries box, and then click Add. b) To delete the fill series: Click Delete. How to Use Excel 2007 Training Session Handout Page 15

16 Formatting data To make specific data (such as text or numbers) stand out, you can format the data manually. Manual formatting is not based on the document theme of your workbook unless you choose a theme font or use theme colors manual formatting stays the same when you change the document theme. You can manually format all of the data in a cell or range at the same time, but you can also use this method to format individual characters. Change the font or font size in a worksheet You can change the font or font size for selected cells or ranges in a worksheet. You can also change the default font and font size that are used in new workbooks. 1) Select the cell, range of cells, text, or characters that you want to format. 2) On the Home tab, in the Font group, do the following: a) To change the font: Click the font that you want in the Font box. b) To change the font size: Notes: Click the font size that you want in the Font Size box, or click Increase Font Size Decrease Font Size until the size you want is displayed in the Font Size box. Small-caps and all-caps font options are not available in Microsoft Office Excel. For a similar effect, you can choose a font that includes only uppercase letters, or you can press CAPS LOCK and choose a small-sized font. If some of the data that you entered in a cell is not visible, and you want to display that data without specifying a different font size, you can wrap the text in the cell. If only a small amount is not visible, you might be able to shrink the text so that it fits. Change the default font or font size for new workbooks 1) Click the Microsoft Office Button, and then click Excel Options. 2) In the Popular category, under When creating new workbooks, do the following: a) In the Use this font box, click the font that you want to use. b) In the Font Size box, enter the font size that you want to use. Note: In order to begin using the new default font and font size, you must restart Excel. The new default font and font size are used only in new workbooks that you create after you restart Excel; existing workbooks are not affected. To use the new default font, you can move worksheets from an existing workbook to a new workbook. or How to Use Excel 2007 Training Session Handout Page 16

17 Formatting text Format text as bold, italic, or underlined 1) Select the cell, range of cells, text, or characters that you want to format. 2) On the Home tab, in the Font group, do one of the following: a) To make text bold, click Bold. Keyboard shortcut: You can also press CTRL+B or CTRL+2. b) To make text italic, click Italic. Keyboard shortcut: You can also press CTRL+I or CTRL+3. c) To underline text, click Underline. Keyboard shortcut: You can also press CTRL+U or CTRL+4. Note: To apply a different type of underline, on the Home tab, in the Font group, click the Format Cell Font dialog box launcher next to Font (or press CTRL+SHIFT+F or CTRL+1), and then select the style that you want in the Underline list. Format text as strikethrough 1) Select the cell, range of cells, text, or characters that you want to format. 2) On the Home tab, in the Font group, click the Format Cell Font dialog box launcher next to Font. Keyboard shortcut: You can also press CTRL+SHIFT+F or CTRL+1 to quickly display the Font tab of the Format Cells dialog box. 3) Under Effects, select the Strikethrough check box. Keyboard shortcut: To quickly apply or remove strikethrough formatting without using the dialog box, press CTRL+5. Format text as superscript or subscript 1) Select the cell, range of cells, text, or characters that you want to format. 2) On the Home tab, in the Font group, click the Format Cell Font dialog box launcher next to Font. 3) Under Effects, select the Superscript or Subscript check box. How to Use Excel 2007 Training Session Handout Page 17

18 Change the color of text You can change the color of the text in cells and the cell's background color. For the background color, you can use a solid color, or you can apply special effects, such as gradients, textures, and pictures. 1) Select the cell, range of cells, text, or characters that you want to format with a different text color. 2) On the Home tab, in the Font group, do one of the following: a) To change the text color: Click the arrow next to Font Color, and then under Theme Colors or Standard Colors, click the color that you want to use. b) To apply the most recently selected text color: Click Font Color. c) To apply a color other than the available theme colors and standard colors: Click More Colors, and then define the color that you want to use on the Standard tab or Custom tab of the Colors dialog box. Change the background color of text 1) Select the cell, range of cells, text, or characters that you want to format with a different background color. 2) On the Home tab, in the Font group, do one of the following: a) To change the background color: Click the arrow next to Fill Color, and then under Theme Colors or Standard Colors, click the background color that you want to use. b) To apply the most recently selected background color: Click Fill Color. c) To apply a color other than the available theme colors and standard colors: Click More Colors, and then define the color that you want to use on the Standard tab or Custom tab of the Colors dialog box. Apply a pattern or fill effect to a background color 1) Select the cell, range of cells, text, or characters to which you want to apply a background color with fill effects. 2) On the Home tab, in the Font group, click the Format Cell Font dialog box launcher next to Font, and then click the Fill tab. 3) Under Background Color, click the background color that you want to use. 4) Do one of the following: a) To use a pattern with two colors: Click another color in the Pattern Color box, and then click a pattern style in the Pattern Style box. b) To use a pattern with special effects: Click Fill Effects, and then click the options that you want on the Gradient tab. Tip: If the colors in the palette don't meet your needs, you can click More Colors. In the Colors box, click the color that you want; or in the Color model box type the RGB (Red, Green, Blue) or HSL (Hue, Sat, Lum) numbers to match the exact color shade that you want. How to Use Excel 2007 Training Session Handout Page 18

19 Reposition the data in a cell For the optimal display of the data on your worksheet, you may want to reposition the data within a cell. You can change the alignment of the cell contents, use indentation for better spacing, or display the data at a different angle by rotating it. 1) Select the cell or range of cells that contains the data that you want to reposition. 2) On the Home tab, in the Alignment group, do one or more of the following: a) To change the vertical alignment of cell contents: Click Top Align, Middle Align, or Bottom Align. b) To change the horizontal alignment of cell contents: Click Align Text Left, Center, or Align Text Right. c) To change the indentation of cell contents: Click Decrease Indent or Increase Indent. d) To rotate the cell contents: Click Orientation, and then select the rotation option that you want. e) To use additional text alignment options: Click the Dialog Box Launcher next to Alignment, and then on the Alignment tab of the Format Cells dialog box, select the options that you want. Use Merge and Center To center or align data that spans several columns or rows, such as column and row labels: 1) Select the range of cells you would like to center across. (In the example to the right, we would like our title centered across cells A1:I1) 2) Click Merge and Center to merge a selected range of cells. (Home tab/alignment group). The title after clicking the Merge and Center button. 3) You can then select the merged cell and reposition its cell contents as described earlier in this procedure Note: Microsoft Office Excel cannot rotate indented cells or cells that are formatted with the Center Across Selection or Fill alignment option in the Horizontal box (Format Cells dialog box, Alignment tab). If all of the selected cells have these conflicting alignment formats, the text rotation options under Orientation are not available. If the selection includes cells that are formatted with other, nonconflicting alignment options, the rotation options are available. However, cells that are formatted with a conflicting alignment format are not rotated. How to Use Excel 2007 Training Session Handout Page 19

20 Using borders and color to emphasize data To distinguish between different types of information on a worksheet and to make a worksheet easier to scan, you can add borders around cells or ranges. For enhanced visibility and to draw attention to specific data, you can also shade the cells with a solid background color or a specific color pattern. If you want to add a colorful background to all of your worksheet data, you can also use a picture as a sheet background. However, a sheet background cannot be printed a background only enhances the onscreen display of your worksheet. By using predefined border styles, you can quickly add a border around cells or ranges of cells. If predefined cell borders do not meet your needs, you can create a custom border. Note: Cell borders that you apply appear on printed pages. If you do not use cell borders but want worksheet gridline borders to be visible on printed pages, you can display the gridlines. If you have trouble printing the cell shading that you applied in color, verify that print options are set correctly. Apply a predefined cell border 1) On a worksheet, select the cell or range of cells that you want to add a border to, change the border style on, or remove a border from. 2) On the Home tab, in the Font group, do one of the following: a) To apply a new or different border style: Click the arrow next to Borders, and then click a border style. b) To apply a custom border style or a diagonal border: Notes: Click More Borders. In the Format Cells dialog box, on the Border tab, under Line and Color, click the line style and color that you want. Under Presets and Border, click one or more buttons to indicate the border placement. Two diagonal border buttons are available under Border. The Borders button displays the most recently used border style. You can click the Borders button (not the arrow) to apply that style. If you apply a border to a selected cell, the border is also applied to adjacent cells that share a bordered cell boundary. For example, if you apply a box border to enclose the range B1:C5, the cells D1:D5 acquire a left border. If you apply two different types of borders to a shared cell boundary, the most recently applied border is displayed. A selected range of cells is formatted as a single block of cells. If you apply a right border to the range of cells B1:C5, the border is displayed only on the right edge of the cells C1:C5. How to Use Excel 2007 Training Session Handout Page 20

21 Remove a cell border 1) On a worksheet, select the cell or range of cells that you want to remove a border from. 2) On the Home tab, in the Font group, click the arrow next to Borders, and then click No Border. Fill cells with solid colors 1) Select the cells that you want to apply shading to or remove shading from. 2) On the Home tab, in the Font group, do one of the following: a) To fill cells with a solid color: Click the arrow next to Fill Color in the Font group on the Home tab, and then click the color on the palette that you want. b) To apply the most recently selected color: Click Fill Color. Tip: If you want to use a different background color for the whole worksheet, click the Select All button before you click the color that you want to use. This will hide the gridlines, but you can improve worksheet readability by displaying cell borders around all cells. Tip: the keystroke for Select All is CTRL + A Fill cells with patterns 1) Select the cells that you want to fill with a pattern. 2) On the Home tab, in the Font group, click the Dialog Box Launcher next to Font. a) Keyboard shortcut: You can also press CTRL+SHIFT+F. 3) In the Format Cells dialog box, on the Fill tab, under Background Color, click the background color that you want to use. 4) Do one of the following: a) To use a pattern with two colors: Click another color in the Pattern Color box, and then click a pattern style in the Pattern Style box. b) To use a pattern with special effects: Click Fill Effects, and then click the options that you want on the Gradient tab. How to Use Excel 2007 Training Session Handout Page 21

22 Verify print options to print cell shading in color If print options are set to Black and white or Draft quality either on purpose, or because the workbook contains large or complex worksheets and charts that caused draft mode to be turned on automatically cell shading cannot print in color. 1) On the Page Layout tab, in the Page Setup group, click the Dialog Box Launcher next to Page Setup. 2) In the Page Layout dialog box, on the Sheet tab, under Print, make sure that the Black and white and Draft quality check boxes are cleared. Note: If you do not see colors in the worksheet, it may be that you are working in high contrast mode. If you do not see colors when you preview before you print, it may be that you do not have a color printer selected. Remove cell shading 1) Select the cells that contain a fill color or fill pattern. 2) On the Home tab, in the Font group, click the arrow next to Fill Color, and then click No Fill. Add a sheet background In Microsoft Office Excel, you can use a picture as a sheet background for display purposes only. A sheet background is not printed, and it is not retained in an individual worksheet or in an item that you save as a Web page. Important: Because a sheet background is not printed, it cannot be used as a watermark. You can, however, mimic a watermark by inserting a graphic in a header or footer. 1) Click the worksheet that you want to display with a sheet background. Make sure that only one worksheet is selected. 2) On the Page Layout tab, in the Page Setup group, click Background. 3) Select the picture that you want to use for the sheet background, and then click Insert. a) The selected picture is repeated to fill the sheet. Notes: To improve readability, you can hide cell gridlines and apply solid color shading to cells that contain data. A sheet background is saved with the worksheet data when you save the workbook. Tip: To use a solid color as a sheet background, you can apply cell shading to all cells. Remove a sheet background 1) Click the worksheet that is displayed with a sheet background. Make sure that only one worksheet is selected. 2) On the Page Layout tab, in the Page Setup group, click Delete Background. Note: Delete Background is available only when a worksheet has a sheet background. How to Use Excel 2007 Training Session Handout Page 22

23 Formatting numbers By applying different number formats, you can change the appearance of a number without changing the number itself. A number format does not affect the actual cell value that Microsoft Office Excel uses to perform calculations. The actual value is displayed in the formula bar. The following table provides a summary of the number formats that are available on the Home tab in the Number group. To see all available number formats, click the Dialog Box Launcher next to Number. Available number formats Number Format General Number Currency Accounting Date Description The default number format that Excel applies when you type a number. For the most part, numbers that are formatted with the General format are displayed just the way you type them. However, if the cell is not wide enough to show the entire number, the General format rounds the numbers with decimals. The General number format also uses scientific (exponential) notation for large numbers (12 or more digits). Used for the general display of numbers. You can specify the number of decimal places that you want to use, whether you want to use a thousands separator, and how you want to display negative numbers. Used for general monetary values and displays the default currency symbol with numbers. You can specify the number of decimal places that you want to use, whether you want to use a thousands separator, and how you want to display negative numbers. Also used for monetary values, but it aligns the currency symbols and decimal points of numbers in a column. Displays date and time serial numbers as date values, according to the type and locale (location) that you specify. Date formats that begin with an asterisk (*) respond to changes in regional date and time settings that are specified in Control Panel. Formats without an asterisk are not affected by Control Panel settings. How to Use Excel 2007 Training Session Handout Page 23

24 Number Format Time Description Displays date and time serial numbers as time values, according to the type and locale (location) that you specify. Time formats that begin with an asterisk (*) respond to changes in regional date and time settings that are specified in Control Panel. Formats without an asterisk are not affected by Control Panel settings. Percentage Multiplies the cell value by 100 and displays the result with a percent (%) symbol. You can specify the number of decimal places that you want to use. Fraction Scientific Text Special Custom Displays a number as a fraction, according to the type of fraction that you specify. Displays a number in exponential notation, replacing part of the number with E+n, where E (which stands for Exponent) multiplies the preceding number by 10 to the nth power. For example, a 2-decimal Scientific format displays as 1.23E+10, which is 1.23 times 10 to the 10th power. You can specify the number of decimal places that you want to use. Treats the content of a cell as text and displays the content exactly as you type it, even when you type numbers. Displays a number as a postal code (ZIP Code), phone number, or Social Security number. Allows you to modify a copy of an existing number format code. Use this format to create a custom number format that is added to the list of number format codes. You can add between 200 and 250 custom number formats, depending on the language version of Excel that is installed on your computer. Format numbers as text If you don't want a number to be treated as a value that can be calculated (for example, an item number), you can format the number as text. A number that is formatted as text is left-aligned instead of right-aligned and appears exactly as you typed it. It is stored as text and cannot be included in any calculation. 1) Select the cell or range of cells that contains the numbers that you want to format as text. Tip: You can also select empty cells, and then enter numbers after you format the cells as text. Those numbers will be formatted as text. 2) On the Home tab, in the Number group, click the arrow next to the Number Format box, and then click Text. Note: If you don't see the Text option, use the scroll bar to scroll to the end of the list. Tip: To use decimal places in numbers that are stored as text, you may need to include the decimal points when you type the numbers. How to Use Excel 2007 Training Session Handout Page 24

25 Copy an existing format to other cells If you have already formatted some cells on a worksheet the way that you want, you can simply copy the formatting to other cells or ranges. By using the Paste Special command (Home tab, Clipboard group, Paste button), you can paste only the formats of the copied data, but you can also use the Format Painter (Home tab, Clipboard group) to copy and paste formats to other cells or ranges. Also, data range formats are automatically extended to additional rows when you enter rows at the end of a data range that you have already formatted, and the formats appear in at least three of five preceding rows. The option to extend data range formats and formulas is on by default, but you can turn it on or off as needed (Microsoft Office Button, Excel Options, Advanced category). Use the Format Painter 1) Select the cell that contains the formatting you would like to copy. 2) Click the Format Painter (Home tab, Clipboard group) button. Note: If you click the button once, Excel applies the selected formatting to whatever cell you click on next, and then turns itself off. If you double click the Format Painter, the tool stays turned on so that you are able to apply the selected formatting to as many cells as needed. To turn off the Format Painter, either click the button again, or hit the ESC key. Change the column width and row height On a worksheet, you can specify a column width of 0 (zero) to 255. This value represents the number of characters that can be displayed in a cell that is formatted with the standard font. The default column width is 8.43 characters. If a column has a width of 0 (zero), the column is hidden. You can specify a row height of 0 (zero) to 409. This value represents the height measurement in points (1 point equals approximately 1/72 inch or cm). The default row height is points (approximately 1/6 inch or 0.4 cm). If a row has a height of 0 (zero), the row is hidden. Set a column to a specific width 1) Select the column or columns that you want to change. 2) On the Home tab, in the Cells group, click Format. 3) Under Cell Size, click Column Width. 4) In the Column width box, type the value that you want. Change the column width to automatically fit the contents (auto fit) 1) Select the column or columns that you want to change. 2) On the Home tab, in the Cells group, click Format. 3) Under Cell Size, click AutoFit Column Width. Tip: To quickly autofit all columns on the worksheet, click the Select All button (or, CTRL +A) and then double-click any boundary between two column headings. How to Use Excel 2007 Training Session Handout Page 25