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Chapter 2: Excel Basics and Formatting Spreadsheet-Based Decision Support Systems Prof. Name name@email.com Position (123) 456-7890 University Name
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2 Overview 2.1 Introduction 2.2 Defining the Set of Excel Objects 2.3 Entering Data into Cells 2.4 Understanding Excel Menus and Toolbars 2.5 Formatting 2.6 Summary
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3 Introduction The Excel object hierarchy Basic data entry and data copying and pasting in cells Excel menus and toolbars Customizing and creating new menus and toolbars Formatting cells Conditional formatting
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4 Defining the Set of Excel Objects Objects: The elements manipulated in spreadsheet applications and VBA programming. Object Hierarchy: An ordered listing of all objects. Object Model: The entire system of objects.
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5 Entering Data into Cells Simple values: Numbers and text that are entered into cells. Click-and-drag: Used to copy a highlighted cell or range of cells to an adjacent cell or range of cells. Copying a range of cells. Excel automatically numbers sequentially when copying from a pattern it recognizes.
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6 Understanding Excel Menus and Toolbars Menus and Shortcut Keys Toolbars Customizing Toolbars and Menus
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7 Menus and Shortcut Keys The Menu contains the standard Windows options of File, Edit, View, Insert, Format, Tools, Window, and Help, as well as a Data option. Some options are specific to Excel; for example, in addition to Delete, we find Delete Sheet and Move or Copy Sheet. Another example of a menu option specific to Excel is the Paste Special option. –Values –Formulas –Formats –Transpose
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8 Toolbars Two main toolbars are Standard and Formatting. A dialog box is a separate window that provides several modifiable options on different tabs, or categories, within the box. To drag-and-drop, click, hold down on the mouse, and drag.
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9 Customizing Toolbars and Menus Excel allows us to customize any toolbar. –Tools > View > Toolbars > Customize –Tools > Customize Select the toolbar you wish to customize or select New to create a new toolbar or menu. Choose from available commands to add to your toolbar. (We will also learn how to add customized commands when we study VBA macros.)
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10 Formatting Formatting Cells General Formatting Conditional Formatting
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11 Formatting Cells To format a cell, we either click on a cell and choose Format > Cells from the menu, or we right-click on the cell and choose Format Cells from the drop-down list. Formatting options include –Number –Alignment –Font –Border –Patterns –Protection
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12 General Formatting Auto Fit can alter the dimensions of rows and columns, making them as wide as necessary to show all values entered. Auto Format option offers several preset table designs that we can apply to a spreadsheet. Style is used to apply general formatting to the entire worksheet.
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13 Conditional Formatting Conditional Formatting only formats cells that meet a predetermined condition or a set of conditions.
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14 Summary Excel objects are elements that you can manipulate in spreadsheet applications and VBA programming. Menus and toolbars create Excel’s user interface; they provide options for working in the spreadsheet environment. The two main toolbars on which you can find the most common operations are the Standard and Formatting toolbars. Customizing a toolbar allows you to edit the toolbars by modifying commands and display options. The format of a cell includes the following modifiable characteristics: Numbers, Alignment, Font, Border, Pattern, and Protection. Conditional Formatting formats cells only if they meet a specified condition.
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15 Additional Links (place links here)
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