Microsoft Excel 2003 Illustrated Complete Excel and Advanced Worksheet Management Customizing

2Customizing Excel and Advanced Worksheet ManagementUnit O  Find files  Audit a worksheet  Outline a worksheet  Control worksheet calculations Objectives

3Customizing Excel and Advanced Worksheet ManagementUnit O  Create custom AutoFill lists  Customize Excel  Add a comment to a cell  Create a template Objectives

4Customizing Excel and Advanced Worksheet ManagementUnit O Finding Files  Use the Search task pane in Excel to find files –Search for a file by name or by specific text located in the file –Specify one or more criteria, or conditions that must be met, to find your file

5Customizing Excel and Advanced Worksheet ManagementUnit O Finding Files (cont.) Advanced Search pane

6Customizing Excel and Advanced Worksheet ManagementUnit O Finding Files (cont.)  Using file properties –Excel automatically tracks specific file properties, such as author name, file size, and file type –Enter additional file properties, such as descriptive title or subject –Enter file properties in the Properties dialog box

7Customizing Excel and Advanced Worksheet ManagementUnit O Auditing a Worksheet  The Excel auditing feature helps you track errors and check worksheet logic –Because errors can occur at any stage of worksheet development, it’s important to include auditing as part of your workbook building process –Tracers point from cells that might have caused an error to the active cell containing the error

8Customizing Excel and Advanced Worksheet ManagementUnit O Auditing a Worksheet (cont.) Divide-by-zero error message Tracer arrows Cell causing the error

9Customizing Excel and Advanced Worksheet ManagementUnit O Auditing a Worksheet (cont.)  Watching and Evaluating Formulas –Show Watch Window button allows you to view changes to a cell’s value as its formula is calculated –Evaluate Formula button allows you to view the replacement of cell references in a formula with values as the formula is calculated

10Customizing Excel and Advanced Worksheet ManagementUnit O Outlining a Worksheet  The Outline command displays a worksheet with buttons that allow you to adjust the worksheet display to show only critical rows and columns –For outlining to function with the default, worksheet formulas must be point consistently in the same direction Summary rows must be located below related data and summary columns must be located to the right of related dataSummary rows must be located below related data and summary columns must be located to the right of related data

11Customizing Excel and Advanced Worksheet ManagementUnit O Outlining a Worksheet (cont.) Column outline symbols Row outline symbols

12Customizing Excel and Advanced Worksheet ManagementUnit O Controlling Worksheet Calculations  When you change a value in a cell, Excel automatically recalculates all the formulas in the worksheet based on that cell –This automatic recalculation is not efficient in large worksheets –Choose to selectively determine if and when you want excel to perform calculations automatically

13Customizing Excel and Advanced Worksheet ManagementUnit O Controlling Worksheet Calculations (cont.) Changed value Indicates that the worksheet need to be recalculated

14Customizing Excel and Advanced Worksheet ManagementUnit O Creating Custom AutoFill Lists  Create a custom AutoFill whenever you type a list of words regularly –Enter the first value in a blank cell and drag the AutoFill handle for Excel to enter the rest of the information for you

15Customizing Excel and Advanced Worksheet ManagementUnit O Creating Custom AutoFill Lists (cont.) Existing AutoFill lists

16Customizing Excel and Advanced Worksheet ManagementUnit O Customizing Excel  The thirteen tabs of the Options dialog box, allow you to customize Excel to suit your work habits Selected Options dialog box tabs

17Customizing Excel and Advanced Worksheet ManagementUnit O Customizing Excel (cont.) General tab in the Options dialog box

18Customizing Excel and Advanced Worksheet ManagementUnit O Adding a Comment to a Cell  If you plan to share a workbook, you should document, or make notes about, basic assumptions, complex formulas, or questionable data –Use cell comments to document a workbook –Cell comments move with the cells they are attached to

19Customizing Excel and Advanced Worksheet ManagementUnit O Adding a Comment to a Cell (cont.) Sizing handle User name Type your comment here

20Customizing Excel and Advanced Worksheet ManagementUnit O Adding a Comment to a Cell (cont.)  Editing, copying, and deleting comments –To edit an existing comment, select the cell to which the comment is attached, click Insert on the menu bar, then click Edit Comment –Right-click a cell with a comment and select Edit comment from the shortcut menu

21Customizing Excel and Advanced Worksheet ManagementUnit O Creating a Template  A template is a workbook that contains text, formulas, macros, and formatting you use repeatedly –A workbook saved as a template provides a model for creating a new workbook –Excel provides several templates in the Templates section of the New Workbook task pane

22Customizing Excel and Advanced Worksheet ManagementUnit O Creating a Template (cont.) Default file location for templates Extension of xlt is added

23Customizing Excel and Advanced Worksheet ManagementUnit O Creating a Template (cont.)  Applying and editing templates Open a document based on a template: 1.Open the New Workbook task pane 2.Click “On my computer” under Templates 3.Click the General tab 4.Choose the template that you want to use 5.Click OK

24Customizing Excel and Advanced Worksheet ManagementUnit O Summary  Use the Advanced and Basic File Search panes to find files  Use Excel’s Formula Auditing toolbar to find worksheet errors  Outline a worksheet to summarize data  Apply manual calculation in worksheets with many formulas

25Customizing Excel and Advanced Worksheet ManagementUnit O Summary (cont.)  Create custom AutoFill lists for lists that are entered regularly  Use the Options dialog box to customize Excel  Document your worksheet using comments  Use templates for worksheets you use repeatedly