1. Excel 2007 What You Should Have Learned about Excel had You Been Paying Attention

2. Topics What’s New in 2007 Managing Spreadsheets Formatting Spreadsheets Using Multiple Worksheets Page Set-up, Headers & Footers Formulas Functions: PMT, FV, Goal Seek & If/Then Statements Database Functions Charts Linking Spreadsheets and Charts to Documents Comments

3. Excel 2003 Vs 2007 What’s New?

4. The Quick Access Toolbar, MS Office Button, Mini Toolbar & Ribbon The MS Office Button, Quick Access Toolbar and the Ribbon replace the menu, Standard and Formatting Toolbars in Excel 2003.

5. Quick Access Toolbar Located next to the MS Office Button, the Quick Access Toolbar offers one-click access to the most widely used office functions. By default, there are 3 buttons Save, New, and Open. Click on the arrow next to the toolbar, to open the customize menu Click the checkbox next to each feature to add and more options to the toolbar This is a New Feature

6. The MS Office Button replaces the File menu

7. The MS Office Button The MS Office Button is a New Feature of Excel 2007. This button is the access point to Create New Excel Workbooks Open Save Print Close This Button replaces the File menu

8. The MS Office Button The MS Office Button also houses Recently opened presentations Convert converts Excel files into the 2007 Format Prepare to finalize presentations for distribution Send which distributes presentations through facsimile or email Publish to distribute a presentation to a server or shared workspace Excel Options (previously located under the Tools menu)

9. Excel Options There are 9 categories of PowerPoint Options: Popular Formulas Proofing Save Advanced Customize Add-Ins Trust Center Resources

10. Popular Top Options for Excel: This is a New Feature. Choose options by clicking the checkboxes. Options for Workbooks: Set default font and font size, number of sheets, and view. Personalize your copy of MS Office: Replaces the User Information tab on the Excel 2003 Options menu. Language Settings replaces the Set Language option on the Excel 2003 Tools menu.

11. Proofing AutoCorrect Options replaces the AutoCorrect tab on the Excel 2003 Tools menu. Spelling and Grammar Options replace the Spelling and Grammar tab on the Excel 2003 Options menu.

12. Save Save Workbooks replaces the Save tab on the Excel 2003 Options menu. Click Save in this Format to change the file type to Excel 97-2003 Workbook. This way, all of your Workbooks can be edited in both Excel 2003 and 2007.

13. Customize Customize replaces the Customize option on the Excel 2003 Tools menu.

14. Add-Ins Add-Ins are customizable by user. Extended Statistics and database functions are located here. To activate an Add-In, choose from the Manage drop down menu at the bottom of the page. Click Go. Check the options that you want to Add-In and click Ok.

15. Resources The Resources Page is a one-stop location to: Download. Troubleshoot. Help is available online by clicking Go to Office Online.

16. The Mini Toolbar The Mini Toolbar is a menu of frequently used formatting tools that appears when text is highlighted in a Excel Workbook. New Feature

17. Menus and Toolbars - 2003 Formula Bar Formatting Toolbar Standard Toolbar In Excel 2003, different functions within Excel are accessed through the Menu Bar, Standard Toolbar, the Formatting Toolbar, and the Formula Bar menu Toolbar

18. The Ribbon Commands: Buttons, boxes or menus relating to specific functions within Excel Tabs: 8 tabs representing common related activities Groups: Sections containing Related items or tasks Formula Bar: Shows Excel Formulas Office 2007 is arranged differently. All menus are located within tabs on a menu bar called the ribbon

19. Key Tips Key Tips are shortcuts to tab and menu options on the Ribbon. Push the alt key to show the Key Tips, then push the corresponding letter on the keyboard to activate the Key Tip. New Feature

20. The Ribbon tabs 1. Home: Popular Excel options found on the Standard and Formatting Toolbars in Excel 2003. 2. Insert: Items associated with the Insert menu. 3. Page Layout: Items relating to how a Workbook is set up before any text is typed on the screen. 4. Formulas: Functions found Insert/Formulas menu. 5. Data: Database functions of Excel. 6. Review: Options for Proofing, Comments, Tracking Changes and Workbook protection. 7. View: Options for how you see Workbooks on the screen. 8. Add-ins: Converts Workbook to Flash Paper format.

21. The Home tab Clipboard group: Cut, copy and paste, plus the Format Painter. The Clipboard command opens the Clipboard, where 24 items can be saved. The Font group : Edit fonts, font colors, font sizes & font styles. The Alignment group: Text alignment, cell alignment, indentation, text orientation, text wrapping, and merge & center text. The Number group: Format numeric values including; currency ($), percentage (%), and decimal placement (.00).

22. The Home tab The Styles group: Three options to format cells: Conditional Formatting: The cell format based on changes in cell values. Format as table: This feature replaces the AutoFormat option. Cell Style: Format individual cells or sections of a worksheet. The Cells group: Insert, delete and format cells, columns, rows, and worksheets. The Editing group: AutoSum, Copy formatting, Clear, Sort & Filter, Find & Select data.

23. The Insert tab The Tables group: Inserts tables into a Workbook. Pivot table: Creates a Pivot table or chart from a worksheet Table: Creates a pre-formatted table from worksheet data. In prior versions of Excel, tables were referred to as “Lists”. When activating Insert/table, the Table Tools tab opens.

24. Table Tools Table Tools: The Properties group: Options to name or enlarge the table area. The Tools group: Options to convert table data to Pivot table, remove Duplicate Data, and Convert table to a standard worksheet. The External table Data group: Options to export table data, refresh. data, link and unlink tables, and revise table properties. The table Style Options group: Format the table. The table Styles group: A series of shading options.

25. The Insert tab The Illustration group: Inserts images and graphics. Inserting an image from the illustration group opens the Picture Tools tab.

26. The Picture Tools tab The Picture Tools tab replaces the Picture toolbar. The Adjust group: Edits image brightness, contrast, color, image quality, or resets image back to original settings. The Picture Styles group: Adds frames, effects and shapes. The Arrange group: Formats images within text. The Size group: Edits images size, allows for cropping.

27. The Insert tab The Charts group: This feature replaces of the Chart Wizard. Instead of sorting through the Wizard, users choose a Chart Style, this opens the Chart Tools tab, which offers options for Chart Design, Layout & Formatting.

28. The Chart Design tab The Type group: Change Chart styles (Step 1: Chart Wizard). The Data group: Data relationship options (Step 2). The Chart Layout group: Chart layout options (Step 3). The Chart Styles group: Color editing options (Step 3). The Location group: Chart placement options (step 4).

29. The Chart Layout tab The Layout tab edits the layout of the chart for such items as: Objects, Labels, Axis, Background and Analysis Properties.

30. The Chart Format tab The Format tab offers options for formatting charts including shapes, WordArt, chart arrangement and chart size.

31. The Insert tab The Links group: Places hyperlinks in a workbook. The Text group: Adds text items to a worksheet: Text boxes, headers and footers, WordArt, symbols and objects.

32. The Page Layout tab The Themes group: Themes are a series of designs for background color, font color and effects. New Feature. The Page Setup group: Includes options to set: Margins, page orientation (portrait or landscape), page sizes (8 1/2 X 11, legal, etc ), print area, page breaks, background (images), and titles (print column headings on each page).

33. The Page Layout tab The Scale to Fit group: Resets printing functions to fit a specific paper length or a number of pages. The Select Options group: View or print gridlines and/or column and row headings. The Arrange group: Arranges images, clipart, shapes and text on a worksheet.

34. The Formula tab The Formula Library: This is a quick reference to all of the different mathematical functions and operations that can be calculated using Excel. The Defined Names group: This feature, used in conjunction with the database and filtering features of Excel, creates cell names for use in database filtering. The Formula Auditing group: This section features options to evaluate and edit complex formulas so that users may locate errors within formulas. The Calculation group: This function determines when formulas are calculated, either automatically (by default) or manually.

35. The Data tab (Excel) The Get External Data group: This option replaces the Import External Data function. The Connections group: Updates and refreshes data imported from external sources. The Sort and Filter group: Replace the Sort and Filter options on the Tools menu. The Data Tools group: These tools assist to revise and develop databases. The Outline group: Displays by consolidating similar or grouped items. Three options: group, Ungroup, & Subtotal.

36. The Review tab The Proofing group: This group contains potions for revising a Workbook. Comments group: Comments were located on the Insert menu in Excel 2003. The Changes group: Replaces the Protection and Share Workbook options on the Tools menu in Excel 2003. Protect Workbook and Protect Sheet: Prevents other users from permanently changing data within a workbook. Share Workbook : Allows other users to view and change items in a Workbook. Track Changes: Allows users to see who has changed a workbook as well as the changes that were made.

37. T HE V IEW TAB (E XCEL ) The Workbook Views group: There are 5 options: Normal, Page Layout, Page Break Preview, Custom. Full Screen The Show/Hide group : Shows or hides various visual cues: Ruler, Gridlines, Formula Bar, Headings or Message Bar The Zoom group: Zoom is also located at the bottom right of the Workbook screen. The Window group: View multiple worksheets at the same time. The Macros group: Click on the icon to open, record or edit a Macro.

38. Managing a Spreadsheet Parts, Definitions & Management Tools

39. Parts of a spreadsheet Open the spreadsheet “Workbook07”, This workbook will be used throughout the course Click on the tab “Sheet1”

40. Parts of a spreadsheet Columns: Represented by letters; (A, B, C, D…etc). The column letter is at the top of the spreadsheet. Rows: Numbered (1,2,3,4..etc). The number is on the left side of the spreadsheet. Cell: The intersection of a row and a column. Worksheet: One Page of a spreadsheet. Workbook: A series of related spreadsheets.

41. Parts of a spreadsheet Cell: The intersection of a row and a column. Cell Address: The combination of letters and number that identifies a cell (A1, B3 etc). Cell Notation: Method of writing cell formulas, cell addresses, not cell contents are used when writing mathematical formulas for cells.

43. Selecting (Highlighting) Cells, Columns, Rows, or Spreadsheets Click Cell A1, it is outlined in black. Drag mouse up, down, left and right to select multiple rows or columns. Hold SHIFT and ARROW keys at the same time to select multiple rows or columns. Click on the top of Column A to select the entire column. Click on Row 1 to select the entire row. Click the upper-left corner to select the worksheet Note that the selected area Note that the selected area is outlined in black.

44. Inserting Cells, Rows, Columns or Worksheets Click on the tab “Sheet2” Select a cell on the worksheet On the Home tab, locate Insert and click the arrow Click on Cells Repeat the process to add a Sheet Row, Sheet Column, and a Sheet

45. Deleting Cells, Rows, Columns, and Worksheets Select a cell on the worksheet On the Home tab, locate Delete and click the arrow Click on Cells, rows, columns or sheet

46. Copying Worksheets It is not possible to highlight, copy and paste cell content and formatting in Excel. Instead, the worksheet and formatting are copied as a whole. On the Home tab, locate Format and click the arrow Click Move or Copy Sheet

47. Copying Worksheets On the Move or Copy menu Select Create a copy Choose Move to end Click OK

48. Copying Worksheets Select Sheet1(2) On the Home tab, locate Format and click the arrow Click Rename Sheet The tab name is highlighted in Black Type “Trends” As an alternative, right-click the tab Click Rename, and type the new sheet name

49. Copying Worksheets Select Trends On the Home tab, locate Format and click the arrow Click tab Color Choose a color from the menu

50. Formatting a Spreadsheet Getting Cells Ready for Data

51. Formatting Cells Click on “Sheet2” Select cells A1-J7 On the Home tab, locate the Font group Click the arrow to open the Formatting menu

52. Formatting Cell Font Style Click on Font tab. Change Font, Font Style, & Size to Arial 12 Bold. Use this feature to set the font for an entire worksheet, or a few cells

53. Formatting Cell Numeric Functions Click on the Number tab Choose Currency Choose the option to show Negative numbers in red

54. Formatting Cell Text Click the Alignment tab. Click the check box Wrap text to engage text wrapping and allow multiple lines of text to stay within a cell Click on the Horizontal or Vertical drop down arrows to center and align text within cells

55. Formatting Borders Note the pale gray cell borders. These are called grid lines. They are not visible when printed unless they are outlined with a border Click the Border tab Choose Outline border style

56. Formatting Cell Shading Worksheets have a white background. In order to create a colored background, click on the Patterns tab Choose a color to use for a cell shading. Pastel colors work best Click OK

57. Formatting Rows & Columns Rows and columns have a standard height and width. In order to change the width and height for larger text, or multiple character cell text, rows and columns must be formatted.

58. Format Rows and Columns Locate Format on the Home tab Click Row Height, and change it to 50 on the on the menu, and click OK As with rows, choose Format Column Width to adjust column width

59. AutoFit AutoFit will make columns wide and tall enough for text to fit, no matter how much text is in the cell. Move the mouse to the line in between two columns (A and B) When the mouse becomes this symbol, ( ), double- click

60. Merge and Center Merge and Center allows for several rows or columns of cells to be combined to create a single cell. This function is useful for creating a worksheet heading. This option will not effect the size of other cells in a worksheet.

61. Merge and Center Click on A1 and insert 3 rows Select cells A1 through G3 Locate and click the Merge and Center Icon on the Home tab Type “UIW Department of Instructional Technology Your Name Here, Technology Training ”

62. Merge and Center The text covers 3 lines. If you press the Enter Key after each line, the cursor will be moved to an empty cell (B1) Hold down the ALT + Enter keys at the same time, this will create a line break for multiple lines of text

63. View and Format Multiple Workbooks Click the Workbook tab Chicago On the View tab, locate and click New Window 3 times Click on the tabs for the worksheets National Sales, Atlanta & Boston 4 worksheets are open

64. View and Format Multiple Workbooks Click Arrange All Choose Tiled Select the Windows of active workbook check box Click OK This process will also work with multiple workbooks

66. group Editing Hold down the CTRL Key and click each tab of one of the worksheets. The tab color should be white Locate Cell Styles on the Home tab Click Cell Styles and choose a 40% Accent 1 Click Cell Styles again and choose Currency All of the worksheets have $$ signs and the same formatting

67. G ETTING RID OF #### Sometimes, after formatting a worksheet numeric data will appear as #### Place the cursor between the cells When the cursor changes to a double- arrow line, ( ) click

68. Creating a Spreadsheet from Delimited Text If text is delimited (spaced) by commas or tabs, it can be opened in Excel. This is common when downloading text files Click the Office Button Click Open Change Files of Type to “All Files” Click sampleaddressbook Click Open

69. Creating a Spreadsheet from Delimited Text The Text Import Wizard Opens Check the Delimiters box Click Next Check the Comma box Click Finish The worksheet opens with the text data Save the file as an Excel Worksheet

70. Page Setup Margins, Headers & Footers

71. Page Setup Locate the Page Layout tab Click Page Setup command Click on the Page tab Choose Landscape for multi-column worksheets or Portrait for multi-row worksheets Click on the Paper size drop down menu to adjust for different types of paper To see an example of the printed worksheet, Click Print Preview

72. Margins and Centering While still in Page setup, Click the Margins tab. Se margins at.75’’ sides, and 1” top and bottom To place a worksheet in the center of a printed page, click on the Center horizontally and the Center vertically checkboxes

73. Standard Headers and Footers Click the Header / Footer tab There are 2 options, Standard and Custom For Standard, Click on the Header (or Footer) drop down menu Choose one of the available options Click OK

74. Custom Headers and Footers Custom creates unique Headers / Footers Click Custom Header Click the Left, Right or Center section to add text or image

75. Custom Headers and Footers In the Left Section Click on the Calendar to add date Click on the Clock to add time In the Center Section: Click on the A to add text Type your department name Click on the # to add page number

76. Custom Headers and Footers In the Right Section Click on the Mountain to add an image Locate an image on your hard drive Click Insert

77. Custom Headers and Footers Click on the Paint Bucket to Edit the picture Click on the Size tab Change the size to.75 Click OK

78. Custom Headers and Footers Click OK Click Print Preview to see the final Product

80. Formulas Math-Excel Style

81. Formulas These are the basic rules of formulas. Formula are written in this manner: =cell address + cell address Note that you add the cells, not the cell content. Note that spaces are not used in formulas!

82. Formulas and Cell Notation The Name Box displays the cell name of a selected cell The Formula Bar shows the formula being entered a cell Formulas can be entered in the formula bar or in a cell Formulas can be copied to the formula bar Formulas cam be edited in the formula bar

83. Formulas Adding Multiple Cells Select Cell B8 Type =B1+B2+B3+B4 in the formula Bar Press ENTER Sum Function Select Cell C8 Type = SUM(C1:C6) Press ENTER Open the worksheet Formulas

84. Formulas The Point and Click method of adding cells Select Cell E8 Type an = Click Cell E1 Type + Click Cell F2 Type + Click Cell E3 Type + Press ENTER

85. Formulas Auto Average Select Cells G1–G6 Click Selector next to the Auto Sum Icon Σ on the Drop Down menu Choose Average

86. Formulas Auto Sum Open and Tile the Boston, Atlanta, Chicago and National Sales Worksheets Click on the tab for New York Select cells B4-B7 Click the selector next to the Auto Sum Icon Σ on the Drop Down menu Choose SUM

87. Formulas for Multiple Worksheets Open the National Totals Worksheet, and click Cell B7 Type =SUM( Hold down the CTRL Key and Click in Cell B7 of the Chicago Worksheet Click B7 Again Type a + sigh Repeat the process for cells B7 in Atlanta, and Boston Type a ) Look at the total in cell B7 of National Sales

88. Formulas for Multiple Worksheets Hold down the Ctrl + ` keys at the same time to display a formula Look at the Formula =SUM(Chicago!B7+‘Atlanta s'!B7+Boston'!B7) The ! Means that the formula spans across worksheets. Formulas may also span across workbooks using the same method, However all of the workbooks must be open

89. Copy Formulas Click cell B7 in the National Worksheet Move the mouse to the Bottom Right corner, so that it becomes a black + sign Click and drag the mouse from B7 to G7 The formula copies in each cell

90. Trends Open “ Trends” Select Cells A1 & A2 Hold the mouse over the bottom right corner until the pointer becomes a thin + sign Drag the mouse down to cell A10 Repeat the process in column B, Highlighting Cells B1-B5 + + +

91. Trends Select Cells A12 & B12 Repeat the previous process, but drag across to column G

92. Date Functions Open the worksheet Dates In cell B1, Type +TODAY() This calculates today's date In cell B3, Type your date of birth In cell B5, Type =INT((TODAY()-B3)/365) This will give you your age (Don’t Lie) In cell B7 Type =NOW() This calculates the current date and time Current date and time can be calculated on the keyboard: Date: CTRL+; Time: CTRL+SHIFT+; Both: CTRL+; SPACE, then CTRL+SHIFT+;

93. Absolute and Relative Cell References When copying and pasting cell formulas, some cell values may vary each time a formula is copied, while other cell values remain constant during the same copy process. Relative reference refers to cell values that vary as a formula is copied from cell to cell. Absolute Reference refers to cell values that remain constant as a formula is copied from cell to cell An absolute reference is noted by a dollar sign in front of the Row and Column designation of the cell address: $B$5.

94. Absolute Reference Open the worksheet Absolute Hold down the Ctrl +` keys to display the formulas When calculating cell values using absolute references, it is best to use the pointing method. When calculating cell values using absolute references, it is best to use the pointing method. We are going to calculate the future value of cell C5. C5 is the value of cell B5 when a cost increase of 10% is added to the cost of goods sold 10% is the value of cell D24 and is an Absolute Reference

95. Absolute Reference in a Formula Click in Cell C5. Type =( Click cell B5 Type a + sign Click in cell B5 again, Type * Click D24 Push the F4 key to set the absolute reference Type ) and Enter The answer is $8250.00

96. Financial Functions PMT Calculates periodic payments, i.e. How much will it cost to pay off a car if I finance $$ at 48 months with $$ down? FV calculates future value, i.e. if I save $$ per month over 40 years, how much money will I have when I retire? Goal Seek- A command that lets you enter the end result ($$ Payment) and from that determine how much you can spend to get that payment

97. Payment (PMT) The PMT function requires arguments supplied as cell references Interest rate per period Term of loan Amount of loan (as a negative value) Payment is equal annual interest rate/12,term (# months or # years x 12),-amount of loan as a negative value. Expressed in CELL NOTATION

98. PMT Open the Worksheet Car Calculate the amount financed in cells E4 & F5 Click in cell H4 Choose the Formula tab. Locate Financial in the Function Library Choose PMT from the list

99. PMT In Rate, click cell G4 and type /12 (Interest rate /12 months) In Nper, click cell H4 (the calculation is for 36 month term, if the term is 3 years, reflect the term by multiplying the cell value by 12. (G4 * 12) In Pv, click in cell H4 (the value calculated as the price less trade and down payment) Type a – sign before F 4 Click OK

100. Future Value (FV) Function Future value of an investment based on constant periodic payments Constant interest rate There are still 3 Arguments Amount at retirement = Future Value, V (rate or return), -Periodic Payment Expressed in CELL NOTATION

101. FV Open the Worksheet FV Click cell E8. Type =( and click in B2 Express B2 as an Absolute Reference and subtract it from B8, then type ) This will calculate the number of years you will contribute to your retirement

102. FV Click in cell F8 Choose the Formula tab Locate Financial in the Function Library Choose FV from the list

103. FV In Rate, click cell D8 In Nper, click cell E8 In PMT, click in cell C8 Type a – sign before C8 Click OK Type your age in B6 and $3,000 in cell C6 the value in F6 is $90,972.85

104. Goal Seek Goal seek will allows you to set the end result in order to determine the input Using the care financing example, I want to know how much I need to receive for my trade- in (D5) to finance $18,000 (F5) (assuming that my down payment Is the same).

105. Goal Seek In the Car worksheet, click cell F5 On the Data tab, locate What-If Analysis Choose Goal Seek.

106. Goal Seek Click In To Value, type 18,000 Click in By changing cell, and click in cell D5 Click OK The Goal Seek Status dialogue opens Look in cell D5 for the new value $4,500 Click OK 18000

107. Database Functions Sorts, Filters, and Lists

108. Sort Using Single Field Open Addressees A single field sort will list using a single field. Select Column B, by clicking on it. On the Home tab, locate the editing group and click Sort and Filter Click Sort A to Z

109. Sort Using Single Field Click Expand the selection Click Sort

110. Sort Using Multiple Fields In this sort, the request is to rank the the GPA’s of male and female students, by gender. In Addressees, select cell A1 The sort can be accessed from the Home tab by locating the editing group and clicking Custom Sort Sort may also be accessed by locating the Data tab and clicking Sort in the Sort and Filter group

111. Sort Using Multiple Fields Under Column, choose GPA Under Sort on use Values Under Order select Smallest to Largest

112. Sort Using Multiple Fields Click Add Level Under Column, choose GPA Under Sort on use Values Under Order select A to Z Click OK

113. Sort by Auto Filter Sorting by Auto Filter isolates data on the Spreadsheet. In Addresses, click cell A1, then click Filter Click on the toggle menu for the First Name category Click Select All Uncheck the box for Carl

114. Sort by Auto Filter Carl’s name is isolated Notice the toggle is shaped like the filter icon Click on the toggle again, and click Clear Filter Click OK, and the full worksheet returns

115. Sorting with more than one filter Data can also be filtered from more than one field Data can be filtered to generate lists of more than, less than, exact match or top ten For example a list of students with a GPA of 3.2 or higher

116. Sorting with more than one filter Click the toggle in the GPA field Click Number filters Choose greater than or equal to A new menu opens Type 3.0 in the is greater than field Click OK

117. Database Add-Ins Excel offers additional tools for data analysis, currency and statistical analysis. These are easily loaded into Excel Click the Office Button Click Excel Options Click Add - ins Click Analysis Tool Pack Click OK The Add – in will load

118. Comments

119. Insert Comments Comments allows commentary to be added to a worksheet Open Addresses Click cell B11 On the Review tab, choose New Comment Type a comment Once a comment is added, the add, delete, previous and next options appear

120. Reading comments Click on the Red Triangle Read the comment

121. Charts

122. Charts Graphic representation of data in a Worksheet Category labels (descriptive entries) Data points (numeric data) Data Points are grouped into Data Series which are represented by the data in a worksheet In order to create an effective chart, you need to know what you want the char to tell you

123. Labels and Data Points Category Labels Data Points (each entry) Data Series (All data in row)

124. Pie Chart Proportional relationships What percentage of sale is represented by what product? The total sales is the entire chart The total sales of each product, as a percentage of sales is represented by a slice of the pie Pie Carts are best read when there is a limited number (<7) of categories

125. Exploded Pie Chart Separates one or more slices of the pie for emphasis

126. Column Charts Uses actual numbers rather than percentages Data represented vertically Data is according to the X and Y axis

127. Bar Charts Data represented horizontally Data is according to the X and Y axis Bar charts have the advantage in that their long bars can better accentuate differences

128. Creating a Chart Charts can be Embedded in the worksheet As a separate chart sheet Any data change in the worksheet will automatically change the data in the chart Charts are created using the Chart group

129. Create a Chart Open the worksheet Chart Select A1 through B7 Click on the Insert tab, and choose Column from the Chart group Choose 3D column

130. Edit a Chart This will open the Design tab In the Data group, click Switch Row/Column In the Location group, choose New Sheet The chart is on a separate page

131. Edit a Chart On the Layout tab, choose Chart Title from the Label group Choose a Title Type Type M & M’s as the title

132. Edit a Chart Open the Format tab Choose Shape Fill from the Shape styles group Click on the first column of the chart ( blue ) change the color to red to match the colors listed in the legend. Colors are chosen by clicking on a color from the shape fill menu Repeat until chart column colors match the colors listed on the legend

133. Edit a Chart Click the Design tab Click Change Chart Type Change the chart to a Pie chart In the Data group, click Switch Row/Column The chart should look like this

134. Editing Charts Through the Spreadsheet Click on cell B7 Change the quantity of Brown M&M’s to 10 and push Enter Note the chart changes Repeat the process and change Blue to 24

135. Linking Worksheets to Documents

136. Linking an Excel Worksheet with a Word Document Click on the M&M Chart Copy the chart Open a Word Document Click Edit and Paste Special

137. Linking an Excel Worksheet with a Word Document Click Paste Link Click Microsoft Excel Chart Object Click OK

138. Linking an Excel Worksheet with a Word Document In Word, Double-click on the sections of the pie of the chart, this will open the Chart in Excel Change the colors to match the colors of the M&Ms Save both the Word and Excel documents Open the Word document

139. Linking an Excel Worksheet with a Word Document The worksheet and the document are linked. If the link is broken by moving one of the items to another location (for example moving the items to another computer), the link must be re-established. In order to keep both items portable, make sure that the link remains in tact by re-copying and re-pasting after the documents are moved.

140. Questions? Terence Peak, M.Ed. Coordinator of Technology Training Blackboard Certified Trainer The University of the Incarnate Word (210) 829-3920 tpeak@uiwtx.edu