Excel Overview Files in \\store\classes\...\ReadOnly\Excel

Setting Up Excel

Customize Your Excel Tools>Customize>Options tab Shortcut menus are location sensitive Formula Bar Quick Totals PgP MIS2023

MySite WSU portal Document Sharing PgP MIS2024

Customized Blank Workbooks C:\Documents and Settings \Application Data\Microsoft\Excel\XLSt art Book.xlt-new workbook format and content Sheet.xlt-inserted worksheet format and content PgP MIS2025

File Extensions Add-in.XLA Backup.XLK Template.XLT Workbook.XLS Workspace.XLW XML Spreadsheet.XML PgP MIS2026

Automatic Backups Office Button> Save As> Tools> General Options> check ‘Always create backup’ PgP MIS2027

Corrupted Files Use Office Button> Open Select File Pick Open> Open and Repair… PgP MIS2028

File Import/Export Use with –.txt,.csv,.xml… Use with Access PgP MIS2029

Help Review using help PgP MIS20210

Fine-tuning Excel

Excel Workspace Set up for yourself If in workgroup, standardize Consider Add-Ins PgP MIS20212

Worksheet Design

Printing Color? Print Titles? Multiple pages? PgP MIS20214

Worksheet Purposes Scratch pad Self documenting Only for you Shared PgP MIS20215

Data Sources Internal External –Linked –Networked –Web Mail merge, databases, web… PgP MIS20216

Multiple Worksheets Introduction/overview Source Data Calculations Charts Summary/conclusions PgP MIS20217

Worksheet Navigation

Keyboard Shortcuts Ctrl +Home Ctrl +End Search Help Time Saver! PgP MIS20219

Keyboard Modes F8 –Extend current selection using the keyboard or mouse Shift+F8 –Extend current selection to include non-contiguous cells PgP MIS20220

Selection Areas Rows Columns PgP MIS20221

Worksheet Management Add Move Copy Rename, color tabs PgP MIS20222

Worksheet Protection All cells initially locked Takes effect when protection is enabled No visual clues –Use special formatting PgP MIS20223

Workbook Windows

Workbook Management Arrange Windows Multiple Windows PgP MIS20225

Compare Sheets Multiple workbooks open Select Window>Compare Side by Side Note synchronous scrolling PgP MIS20226

Hiding Workbooks Windows>Hide/Unhide Easy access to workbook information kept invisible Personal.xls macro file is hidden by default PgP MIS20227

Editing Worksheets

Review and Practice Skills Cut, Copy, Paste Insert, Delete Undo, Redo Editing-cells and Formula Bar PgP MIS20229

Formatting

Fundamentals Format Dialog Box Format Painter Auto Format Row & Column Sizes PgP MIS20231

Advanced Editing

Conditional Formats Emphasize data Highlight certain values PgP MIS20233

Customized Worksheets Styles Custom Templates PgP MIS20234

Graphics

Drawing Toolbar Highlight Data Highlight Charts PgP MIS20236

Graphics Add drawings Add pictures PgP MIS20237

Printing

Page Setup Review Page Setup Dialog Box –Page –Margins –Header/Footer –Sheet PgP MIS20239

Preview Print Preview Page Break Preview PgP MIS20240

Formulas

Fundamentals Operator Precedence Cell References Review Built-in Functions Error Values! PgP MIS20242

Advanced Auto vs Manual Calculation –Tools>Options>Calculation Arrays Linking Workbooks Conditional Expressions –X1<Y1 –=Len(Q23) = 15 PgP MIS20243

Functions

Types Built-in Add-ins –Analysis ToolPak –3 rd Party Insert Function Dialog Box PgP MIS20245

Common Functions

Math AutoSum Product SumProduct PgP MIS20247

Text Text, Dollar Len Char, Code String-Trim, Clean, Upper, Lower, Proper PgP MIS20248

Logical If And, Or, Not PgP MIS20249

Information Type CountBlank Is…Blank, Error, Logical… PgP MIS20250

Lookup & Reference V&H Lookup PgP MIS20251

Date and Time

Internal Excel Workings Base Date –January 1, 1900 Serial Date Value –xxxx.yyyy xxxx=days yyyy=day fraction PgP MIS20253

Date Formats and Functions Wide range of divisions –Year/quarter/month Review available functions –Workday, Networkday, Now… PgP MIS20254

Financial Analysis

Areas Investments Depreciation Securities PgP MIS20256

Statistics

Data Distributions Statistical Functions –Average, Median, Mode… Regression Analysis ToolPak PgP MIS20258

What-If Analysis

Data Tables One and Two Variables PgP MIS20260

Scenario Manager Up to 32 Variables Records, tracks and applies variable combinations PgP MIS20261

Goal Seek Solve for unknown variable value PgP MIS20262

Solver Use when seeking multiple unknown variable values Use with constraints PgP MIS20263

Collaboration

Options Remote Computers Network Servers Ftp server Merge and Share Information Rights Management PgP MIS20265

SharePoint WSU Portal! Practice sharing a file! PgP MIS20266

Excel on Web Sites

FTP For file distribution PgP MIS20268

HTML Make available on the web PgP MIS20269

Interactive Web Components Requires – IE –MS Office Web Components Spreadsheet Chart PivotTable Report PgP MIS20270

Linking and Embedding

Pros and Cons Storage space Network connectivity Bandwidth Application availability PgP MIS20272

Hyperlinks

Uses Not just Internet Local computer Local Network Create documentation PgP MIS20274

Excel in Word & PowerPoint

Use Excel For Tables Charts Mail Merge PgP MIS20276

Charting Basics

Charting F11-AutoChart PgP MIS20278

Chart Wizard Chart Type Source Data Chart Options Location PgP MIS20279

Enhancing Charts

Improve Appearance Refine Axis Labels Titles Legend Plot Area PgP MIS20281

Chart Data

Working With Data Modifying Suppressing Points Multilevel Categories Trend Lines PgP MIS20283

Advanced Charts

Techniques Dynamic with Named Ranges Bubble, Radar Charts Gannt Charts (use Visio?) PgP MIS20285

Lists

Prelude to Databases Lists = database Data Validation Forms to Simplify Data Input Subtotals and Filters PgP MIS20287

External Data

Practical Uses Import & Convert Data Apply Special Formats Export –XML –HTML –Whatever… Web Queries PgP MIS20289

PivotTable Reports

Analyzing Data Source –Excel –Database –OLAP cube PgP MIS20291

Powerful Tool Revise Variables Rearrange Variables Chart Results PgP MIS20292

Custom Functions

User Defined Functions VBA –Create your own Extends power of Excel Time Saver Share with others PgP MIS20294