1. Microsoft Excel 2010 Chapter 7
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

2. Objectives Create and use a template
Import data from a text file, an Access database, a Web page, and a Word document
Transpose data while pasting it
Convert text to columns
Use Find and Replace commands
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

3. Objectives Draw a Clustered Cone chart
Use WordArt to create a title and to create and modify shapes
Insert and modify an image
Insert and modify a SmartArt graphic
Insert a screen shot
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

4. Project – YouBuild Computers Sales Analysis
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

5. General Project Guidelines
Design the template and plan the formatting
Analyze the existing workbook and the formats of the data to be imported
Determine whether data you import needs to be standardized
Plan the layout and location of the required chart
Choose the type of SmartArt graphics to add
Obtain the images to be used in the worksheet
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

6. Saving the Template Display the Save As dialog box
Type the desired file name in the File name text box
Click the ‘Save as type’ box arrow and then click Excel Template in the list to specify that this workbook is saved as a template
Navigate to the desired save location
Click the Save button
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

7. Saving the Template
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

8. Using Templates
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

9. Opening a Template and Saving It as a Workbook
With Excel active, click File on the Ribbon to open the Backstage view
Click the Open command to display the Open dialog box
Navigate to the location of the file to be opened
Click the template file to select it
Click the Open button
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

10. Opening a Template and Saving It as a Workbook
Click File on the Ribbon to open the Backstage view, and then click the Save As command to display the Save As dialog box
Type the desired file name in the File name text box
Click the ‘Save as type’ box arrow and then click Excel Workbook to save the file as a workbook
Click the Save button to save the workbook
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

11. Opening a Template and Saving It as a Workbook
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

12. Importing Data from a Text File into a Worksheet
Click the first cell on the worksheet to contain the imported data
Click the From Text button (Data tab | Get External Data group) to display the Import Text File dialog box
If necessary, navigate to the location of the file containing text to insert
Click the name of the file to import
Click the Import button to start the Text Import Wizard and display the Text Import Wizard – Step 1 of 3 dialog box
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

13. Importing Data from a Text File into a Worksheet
Click the Next button to display the Text Import Wizard Step 2 of 3 dialog box
Select the delimiter
Click the Next button to display the Text Import Wizard – Step 3 of 3 dialog box
Click the Finish button to finish importing the selected text file and display the Import Data dialog box
Click the Properties button to display the External Data Range Properties dialog box
Set the desired settings, and then click the OK button
Click the OK button to import the data from the text file into the worksheet, beginning in the selected cell
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

14. Importing Data from a Text File into a Worksheet
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

15. Importing Data from an Access Table into a Worksheet
Click the first cell on the worksheet to contain the imported data
Click the From Access button (Data tab | Get External Data group) to display the Select Data Source dialog box
Navigate to the location of the Access database fi le containing the table to insert
Click the name of the file to import
Click the Open button to display the Import Data dialog box
Click the OK button to import the data in the database to a table
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

16. Importing Data from an Access Table into a Worksheet
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

17. Importing Data from a Web Page into a Worksheet
Click the first cell on the worksheet to contain the imported data
Click the From Web button (Data tab | Get External Data group) to display the New Web Query dialog box
Type the Web page address in the Address bar, and then click the Go button to display the Web page in the preview area
Click the ‘Click to select this table’ arrow to select the HTML table to import
Click the Properties button to display the External Data Range Properties dialog box
Set the desired settings, and then click the OK button
Click the OK button to import the data from the Web page into the worksheet
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

18. Importing Data from a Web Page into a Worksheet
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

19. Copying and Transposing Data from a Word Document to a Worksheet
Open the Word document containing the data to copy
Drag through all the cells in the table to copy
Click the Copy button (Home tab | Clipboard group) to copy the contents of the table to the Office Clipboard
Quit Word and, if necessary, display the Excel workbook
Select a cell several rows below where the transposed content eventually will be pasted
Click the Paste button arrow (Home tab | Clipboard group) to display the Paste options
Click Paste Special on the Paste menu to display the Paste Special dialog box
Click Text in the As list
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

20. Copying and Transposing Data from a Word Document to a Worksheet
Click the OK button (Paste Special dialog box) to paste the contents of the Office Clipboard
Click the Copy button (Home tab | Clipboard group) to copy the range to the Office Clipboard
Select the first cell where the pasted, transposed content will appear
Click the Paste button arrow (Home tab | Clipboard group) and then point to Transpose on the Paste menu
Click Transpose on the Paste menu to transpose and paste the copied cells to the range beginning with the selected cell
Delete the cells from where the data was originally copied so that only the transposed data displays in the worksheet
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

21. Copying and Transposing Data from a Word Document to a Worksheet
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

22. Converting Text to Columns
Select the cells containing delimited text to convert to columns
Click the Text to Columns button (Data tab | Data Tools group) to display the Convert Text to Columns Wizard – Step 1 of 3 dialog box
Click the Next button to accept Delimited as the file type and to display the Convert Text to Columns Wizard – Step 2 of 3 dialog box
Place a check mark next to the appropriated delimiter and to display the data fields correctly in the Data preview area
Click the Finish button to close the dialog box and separate the data
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

23. Converting Text to Columns
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

24. Replicating Formulas Click the formula(s) to replicate
Drag the fill handle down through the desired row to replicate the formula
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

25. Replicating Formulas
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

26. Finding a String
Click the Find & Select button (Home tab | Editing group) to display the Find & Select menu
Click Find to display the Find and Replace dialog box
Click the Options button to expand the dialog box
Type the text to find in the Find what box to enter the search text
If desired, click Match case and then click ‘Match entire cell contents’ to insert check marks in those check boxes
Click the Find Next button
Continue clicking the Find Next button to find additional occurrences of the string
Click the Close button to stop searching and close the Find and Replace dialog box
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

27. Finding a String
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

28. Replacing a String with Another String
Click the Find & Select button (Home tab | Editing group) to display the Find & Select menu
Click Replace on the Find & Select menu to display the Find and Replace dialog box
Type the text to find in the Find what box, and the text to replace with in the Replace with box
If desired, click Match case and then click ‘Match entire cell contents’ to insert check marks in those check boxes
Click the Replace All button to replace the string
Click the OK button
Click the Close button
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

29. Replacing a String with Another String
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

30. Inserting a Clustered Cone Chart
Select the data to include in the chart
Click the Column button (Insert tab | Charts group) and then click Clustered Cone (column 1, row 4) in the Column gallery to insert a Clustered Cone chart
Click the Move Chard button to display the Move Chart dialog box
Click the New sheet option button, and then type the desired sheet name in the New sheet text box
Click the OK button to move the chart to the new sheet
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

31. Inserting a Clustered Cone Chart
Click the 3-D Rotation button (Chart Tools Layout tab | Background group) to display the Format Chart Area dialog box
Type the desired values in the X and Y text boxes to rotate the chart
Click the Close button to finish formatting the chart
Click the Legend button (Chart Tools Layout tab | Labels group) and then click None to remove the legend from the right side of the chart
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

32. Inserting a Clustered Cone Chart
Click the Axis Titles button (Chart Tools Layout tab | Labels group) to display the Axis Titles menu
Point to Primary Horizontal Axis Title on the Axis Titles menu and then click Title Below Axis in the Primary Horizontal Axis Title gallery to add a title to the horizontal axis
Select the Axis Title text and then type the new title
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

33. Inserting a Clustered Cone Chart
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

34. Adding a Chart Title Using the WordArt Tool
Click anywhere on the chart
Click the WordArt button (Insert tab | Text group) to display the WordArt gallery
Click the desired WordArt style
Type the desired WordArt text
Select the text in the WordArt object to display the Mini toolbar
Click the Font Size box arrow and then click the desired font size
Drag the top edge of the WordArt object to the desired location
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

35. Adding a Chart Title Using the WordArt Tool
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

36. Inserting a Picture Strips SmartArt Graphic
If desired, click the Gridlines check box (View tab | Show group) to turn off gridlines on the worksheet
Click the SmartArt button (Insert tab | Illustrations group) to display the Choose a SmartArt Graphic dialog box
Click Picture in the Type list in the left pane of the Choose a SmartArt Graphic dialog box
Click Picture Strips (column 2, row 4) in the layout list to see a preview of the chart in the preview area
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

37. Inserting a Picture Strips SmartArt Graphic
Click the OK button to insert a Picture Strips SmartArt graphic in the worksheet
If necessary, click the Text Pane button (SmartArt Tools Design tab | Create Graphic group) to display the Text pane
Drag the SmartArt graphic to the desired location
Use the sizing handles to resize the graph as desired
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

38. Inserting a Picture Strips SmartArt Graphic
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

39. Adding Shapes in the Picture Strips Smart Art Graphic
Right-click the top shape in the Picture Strips SmartArt graphic to display the shortcut menu
Point to Add Shape on the shortcut menu to display the Add Shape submenu
Click Add Shape Before to add a new shape to the Picture Strips SmartArt graphic
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

40. Adding Shapes in the Picture Strips Smart Art Graphic
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

41. Adding Text to Shapes in the Picture Strips SmartArt Graphic
Click the shape’s text box, and then type the desired text or
Type the desired text next to the corresponding bullet in the Text pane
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

42. Adding Text to Shapes in the Picture Strips SmartArt Graphic
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

43. Adding Pictures to Shapes in the Picture Strips SmartArt Graphic
Click the shape’s Insert Picture icon to display the Insert Picture dialog box
Navigate to the location of the picture to insert, and then click the picture to insert
Click the Insert button to insert the picture in the shape
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

44. Adding an Effect to the Picture Strips SmartArt Graphic
Select the SmartArt graphic
Click the SmartArt Styles More button (SmartArt Tools Design tab | SmartArt Styles group) to display the SmartArt Styles gallery
Click the desired style
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

45. Adding an Effect to the Picture Strips SmartArt Graphic
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

46. Inserting and Modifying an Image in the Worksheet
Click the Insert Picture from File button (Insert tab | Illustrations group) to display the Insert Picture dialog box
Navigate to the location of the picture to insert and then click the picture
Click the Insert button to insert the picture in the worksheet
Move and resize the image as desired
Click the Picture Styles More button (Format tab | Picture Styles group) to display the Picture Styles gallery
Click the desired picture style to apply the style to the image
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

47. Inserting and Modifying an Image in the Worksheet
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

48. Inserting a Screen Shot on a Worksheet
Display the screen you wish to insert
Display the Excel window
Click the Screenshot button (Insert tab | Illustrations group) to display the Screenshot menu
Click the live preview corresponding to the screen you wish to insert in the worksheet
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

49. Inserting a Screen Shot on a Worksheet
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

50. Chapter Summary Create and use a template
Import data from a text file, an Access database, a Web page, and a Word document
Transpose data while pasting it
Convert text to columns
Use Find and Replace commands
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

51. Chapter Summary Draw a Clustered Cone chart
Use WordArt to create a title and to create and modify shapes
Insert and modify an image
Insert and modify a SmartArt graphic
Insert a screen shot
Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots

52. Microsoft Excel 2010
Chapter 7 Complete