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Excel Overview Files in \\store\classes\...\ReadOnly\Excel
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Setting Up Excel
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Customize Your Excel Tools>Customize>Options tab Shortcut menus are location sensitive Formula Bar Quick Totals PgP MIS2023
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MySite WSU portal Document Sharing PgP MIS2024
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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
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File Extensions Add-in.XLA Backup.XLK Template.XLT Workbook.XLS Workspace.XLW XML Spreadsheet.XML PgP MIS2026
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Automatic Backups Office Button> Save As> Tools> General Options> check ‘Always create backup’ PgP MIS2027
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Corrupted Files Use Office Button> Open Select File Pick Open> Open and Repair… PgP MIS2028
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File Import/Export Use with –.txt,.csv,.xml… Use with Access PgP MIS2029
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Help Review using help PgP MIS20210
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Fine-tuning Excel
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Excel Workspace Set up for yourself If in workgroup, standardize Consider Add-Ins PgP MIS20212
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Worksheet Design
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Printing Color? Print Titles? Multiple pages? PgP MIS20214
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Worksheet Purposes Scratch pad Self documenting Only for you Shared PgP MIS20215
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Data Sources Internal External –Linked –Networked –Web Mail merge, databases, web… PgP MIS20216
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Multiple Worksheets Introduction/overview Source Data Calculations Charts Summary/conclusions PgP MIS20217
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Worksheet Navigation
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Keyboard Shortcuts Ctrl +Home Ctrl +End Search Help Time Saver! PgP MIS20219
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Keyboard Modes F8 –Extend current selection using the keyboard or mouse Shift+F8 –Extend current selection to include non-contiguous cells PgP MIS20220
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Selection Areas Rows Columns PgP MIS20221
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Worksheet Management Add Move Copy Rename, color tabs PgP MIS20222
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Worksheet Protection All cells initially locked Takes effect when protection is enabled No visual clues –Use special formatting PgP MIS20223
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Workbook Windows
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Workbook Management Arrange Windows Multiple Windows PgP MIS20225
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Compare Sheets Multiple workbooks open Select Window>Compare Side by Side Note synchronous scrolling PgP MIS20226
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Hiding Workbooks Windows>Hide/Unhide Easy access to workbook information kept invisible Personal.xls macro file is hidden by default PgP MIS20227
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Editing Worksheets
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Review and Practice Skills Cut, Copy, Paste Insert, Delete Undo, Redo Editing-cells and Formula Bar PgP MIS20229
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Formatting
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Fundamentals Format Dialog Box Format Painter Auto Format Row & Column Sizes PgP MIS20231
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Advanced Editing
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Conditional Formats Emphasize data Highlight certain values PgP MIS20233
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Customized Worksheets Styles Custom Templates PgP MIS20234
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Graphics
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Drawing Toolbar Highlight Data Highlight Charts PgP MIS20236
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Graphics Add drawings Add pictures PgP MIS20237
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Printing
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Page Setup Review Page Setup Dialog Box –Page –Margins –Header/Footer –Sheet PgP MIS20239
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Preview Print Preview Page Break Preview PgP MIS20240
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Formulas
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Fundamentals Operator Precedence Cell References Review Built-in Functions Error Values! PgP MIS20242
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Advanced Auto vs Manual Calculation –Tools>Options>Calculation Arrays Linking Workbooks Conditional Expressions –X1<Y1 –=Len(Q23) = 15 PgP MIS20243
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Functions
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Types Built-in Add-ins –Analysis ToolPak –3 rd Party Insert Function Dialog Box PgP MIS20245
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Common Functions
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Math AutoSum Product SumProduct PgP MIS20247
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Text Text, Dollar Len Char, Code String-Trim, Clean, Upper, Lower, Proper PgP MIS20248
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Logical If And, Or, Not PgP MIS20249
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Information Type CountBlank Is…Blank, Error, Logical… PgP MIS20250
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Lookup & Reference V&H Lookup PgP MIS20251
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Date and Time
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Internal Excel Workings Base Date –January 1, 1900 Serial Date Value –xxxx.yyyy xxxx=days yyyy=day fraction PgP MIS20253
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Date Formats and Functions Wide range of divisions –Year/quarter/month Review available functions –Workday, Networkday, Now… PgP MIS20254
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Financial Analysis
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Areas Investments Depreciation Securities PgP MIS20256
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Statistics
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Data Distributions Statistical Functions –Average, Median, Mode… Regression Analysis ToolPak PgP MIS20258
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What-If Analysis
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Data Tables One and Two Variables PgP MIS20260
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Scenario Manager Up to 32 Variables Records, tracks and applies variable combinations PgP MIS20261
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Goal Seek Solve for unknown variable value PgP MIS20262
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Solver Use when seeking multiple unknown variable values Use with constraints PgP MIS20263
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Collaboration
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Options Remote Computers Network Servers Ftp server Merge and Share Information Rights Management PgP MIS20265
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SharePoint WSU Portal! Practice sharing a file! PgP MIS20266
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Excel on Web Sites
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FTP For file distribution PgP MIS20268
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HTML Make available on the web PgP MIS20269
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Interactive Web Components Requires – IE 4.01+ –MS Office Web Components Spreadsheet Chart PivotTable Report PgP MIS20270
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Linking and Embedding
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Pros and Cons Storage space Network connectivity Bandwidth Application availability PgP MIS20272
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Hyperlinks
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Uses Not just Internet Local computer Local Network Create documentation PgP MIS20274
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Excel in Word & PowerPoint
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Use Excel For Tables Charts Mail Merge PgP MIS20276
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Charting Basics
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Charting F11-AutoChart PgP MIS20278
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Chart Wizard Chart Type Source Data Chart Options Location PgP MIS20279
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Enhancing Charts
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Improve Appearance Refine Axis Labels Titles Legend Plot Area PgP MIS20281
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Chart Data
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Working With Data Modifying Suppressing Points Multilevel Categories Trend Lines PgP MIS20283
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Advanced Charts
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Techniques Dynamic with Named Ranges Bubble, Radar Charts Gannt Charts (use Visio?) PgP MIS20285
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Lists
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Prelude to Databases Lists = database Data Validation Forms to Simplify Data Input Subtotals and Filters PgP MIS20287
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External Data
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Practical Uses Import & Convert Data Apply Special Formats Export –XML –HTML –Whatever… Web Queries PgP MIS20289
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PivotTable Reports
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Analyzing Data Source –Excel –Database –OLAP cube PgP MIS20291
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Powerful Tool Revise Variables Rearrange Variables Chart Results PgP MIS20292
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Custom Functions
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User Defined Functions VBA –Create your own Extends power of Excel Time Saver Share with others PgP MIS20294
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