Excel ch07

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Excel ch07

  1. 1. Chapter 7 Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots Microsoft Excel 2013
  2. 2. • Create and use a template • Import data from a text file, an Access database, a webpage, and a Word document • Paste special • Transpose data while pasting it • Convert text to columns • Replicate formulas Objectives Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 2
  3. 3. • Use the Quick Analysis tool • Find and replace data • Insert and format a 3-D cone chart • Use WordArt to create a title • Insert and modify a SmartArt graphic • Format images with styles • Include a hyperlinked screen shot Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 3 Objectives
  4. 4. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 4 Project – Clear Pools Sales Analysis
  5. 5. • Create a template with sample data and formulas • Use a template to create a new workbook • Import and format outside data into an excel workbook • Use the quick analysis tool to create charts and totals easily • Find and replace data • Insert and format a 3-d cone chart • Create and format a SmartArt graphic to display pictures and text • Add a hyperlinked screen shot Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 5 Roadmap
  6. 6. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 6 Saving the Template • Tap or click the Save button to display the Save As dialog box • Type the desired file name in the File name box • Tap or click the ‘Save as type’ box arrow and then click Excel Template in the list to specify that this workbook should be saved as a template • Navigate to the desired save location • Tap or click the Save button
  7. 7. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 7 Saving the Template
  8. 8. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 8 Opening a Template and Saving It as a Workbook • With Excel active, tap or click File Explorer app button on the taskbar to run the File Explorer app • Navigate to the location of the file to be opened • Double-tap or double-click the template file to open a new file based on the template • Tap or click the Save button to display the Save As gallery • Type the file name in the File name box and then navigate to your storage location • Tap or click the Save button to save the file
  9. 9. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 9 Opening a Template and Saving It as a Workbook
  10. 10. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 10 Importing Data from a Text File into a Worksheet • Tap or click the first cell on the worksheet to contain the imported data • Tap or click the ‘Get Data From Text’ button on the DATA tab to display the Import Text File dialog box • If necessary, navigate to the location of the file containing text to insert • Double-tap or double-click the name of the file to start the Text Import Wizard and display the Text Import Wizard – Step 1 of 3 dialog box • Tap or click the Next button to display the Text Import Wizard Step 2 of 3 dialog box
  11. 11. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 11 Importing Data from a Text File into a Worksheet • Select the delimiter • Tap or click the Next button to display the Text Import Wizard – Step 3 of 3 dialog box • Tap or click the Finish button to finish importing the selected text file and display the Import Data dialog box • Tap or click the Properties button to display the External Data Range Properties dialog box • Tap or click on the desired settings, and then tap or click the OK button to accept the settings • Tap or click the OK button to import the data from the text file into the worksheet, beginning in the selected cell
  12. 12. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 12 Importing Data from a Text File into a Worksheet
  13. 13. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 13 Importing Data from an Access Table into a Worksheet • Tap or click the first cell on the worksheet to contain the imported data • Tap or click the ‘Get Data From Access’ button on the DATA tab to display the Select Data Source dialog box • Navigate to the location of the Access database file containing the table to insert • Tap or click the name of the file to import • Tap or click the Open button to display the Import Data dialog box • Tap or click the OK button to import the data in the database to a table
  14. 14. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 14 Importing Data from an Access Table into a Worksheet
  15. 15. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 15 Formatting the Access Data • Press and hold or right-click the desired cell and then tap or click Table on the shortcut menu. • Tap or click ‘Convert to Range’ on the Table submenu and then tap or click the OK button to convert the table to a range
  16. 16. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 16 Importing Data from a Webpage into a Worksheet • Tap or click the first cell on the worksheet to contain the imported data • Tap or click the ‘Get data From Web’ button on the DATA tab to display the New Web Query dialog box • Type the Web page address in the Address bar, and then tap or click the Go button to display the webpage in the preview area • Tap or click the right arrow button near the data in the HTML table to select it
  17. 17. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 17 Importing Data from a Webpage into a Worksheet • Tap or click the Import button to display the Import Data dialog box • Tap or click the Properties button to display the External Data Range Properties dialog box • Set the desired settings, and then tap or click the OK button • Tap or click the OK button to import the data from the webpage into the worksheet
  18. 18. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 18 Importing Data from a Webpage into a Worksheet
  19. 19. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 19 Using Paste Special • Open the file from which the data should be copied. • Select the data and press CTRL+C to copy the data to the Office clipboard • Exit the file and make Excel the active window • Tap or click the desired cell to paste into • Tap or click the Paste arrow on the HOME tab to display the Paste gallery • Tap or click the Paste Special command in the Paste Gallery to display the Paste Special dialog box • Tap or click the desired Paste setting and then tap or click the OK button to paste
  20. 20. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 20 Using Paste Special
  21. 21. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 21 Transposing • With the range to be copied selected, press CTRL+C to copy the selection to the Office Clipboard • Tap or click a cell to prepare for pasting data into that location • Tap or click the Paste arrow on the HOME tab to display the Paste gallery • Tap or click the Transpose button in the Paste gallery to transpose and paste the copied cells
  22. 22. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 22 Transposing
  23. 23. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 23 Converting Text to Columns • Select the cells to prepare for converting the text to columns • Tap or click the ‘Text to Columns’ button on the DATA tab to display the Convert Text to Columns Wizard – Step 1 of 3 dialog box • Tap or 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 • Tap or click to place a check mark next to the appropriated delimiter and to display the data fields correctly in the Data preview area • Tap or click the Finish button to close the dialog box and separate the data
  24. 24. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 24 Converting Text to Columns
  25. 25. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 25 Replicating Formulas • Tap or click the formula(s) to replicate • Drag the fill handle down through the desired row to replicate the formula
  26. 26. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 26 Formatting with the Quick Analysis Toolbar • With the range you want formatted selected, tap or click the ‘Quick Analysis Lens’ button to display the Quick Analysis toolbar • If necessary, tap or click the FORMATTING tab to display the Quick Analysis buttons related to formatting • Tap or click the desired settings • Tap or click a desired cell and type a legend for the formatting
  27. 27. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 27 To Format with the Quick Analysis Toolbar
  28. 28. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 28 Totaling Data with the Quick Analysis Toolbar • With the range you want to analyze selected, tap or click the ‘Quick Analysis Lens’ button to display the Quick Analysis toolbar • Tap or click the TOTALS tab button tab to display the Quick Analysis button related to totals • Tap or click the Sum button
  29. 29. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 29 Totaling Data with the Quick Analysis Toolbar
  30. 30. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 30 Finding Data • Tap or click the ‘Find & Select’ button on the HOME tab to display the Find & Select menu • Tap or click Find to display the Find and Replace dialog box • Tap or click the Options button to expand the dialog box • Type in the Find what box to enter the search string • If desired, tap or click Match case and/or ‘Match entire cell contents’ to insert check marks in those check boxes • Tap or click the Find Next button • Continue tapping or clicking the Find Next button to find additional occurrences of the string
  31. 31. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 31 Finding Data
  32. 32. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 32 Finding and Replacing • Tap or click the Find & Select button on the HOME tab to display the Find & Select menu • Tap or 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, tap or click Match case and/or Match entire cell contents to insert check marks in those check boxes • Tap or click the Replace All button to replace the string • Tap or click the OK button
  33. 33. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 33 Finding and Replacing
  34. 34. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 34 Inserting a Chart Using the Quick Analysis Toolbar • Select the data to include in the chart • Tap or click the ‘Quick Analysis Lens’ button to display the Quick Analysis toolbar • Tap or click the CHARTS tab to display the buttons related to working with charts on the toolbar • Tap or click the More Charts button to display the Insert Chart dialog box • Tap or click the ALL CHARTS tab and then type the desired chart style
  35. 35. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 35 Inserting a Chart Using the Quick Analysis Toolbar • Tap or click the OK button to insert the chart • Tap or click the Move Chart button on the CHART TOOLS DESIGN tab to display the Move Chart dialog box • Tap or click the New sheet option button, and then type the desired sheet name in the New sheet text box • Tap or click the OK button to move the chart to the new sheet
  36. 36. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 36 Inserting a Chart Using the Quick Analysis Toolbar
  37. 37. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 37 Formatting the Chart • Tap or click the ‘Chart Quick Colors’ button on the CHART TOOLS DESIGN tab and then select the desired color to change the chart to • Press and hold or right-click any of the data columns on the chart to display the shortcut menu • Tap or click ‘Format Data Series’ on the shortcut menu to display the Format Data Series task pane • If necessary, tap or click the Series Options button to display options for working with series • Tap or click the desired Column shape option button in the Column shape area to select it
  38. 38. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 38 Formatting the Chart • Tap or click the Close button to close the task pane • Tap or click the Chart Elements button in the upper-right corner of the chart area and then tap of lick Axis Titles in the CHART ELEMENTS Gallery to display the axis titles • Select the text in each of the axis and type the desired replacement text or delete the text • Tap or click the Chart Styles button in the upper-right corner of the chart area and then select a style • Tap or click the Chart Styles button again to close the Chart Styles gallery
  39. 39. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 39 Formatting the Chart
  40. 40. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 40 Adding a Chart Title Using the WordArt Tool • Tap or click anywhere on the chart • Tap or click the Insert WordArt button in the INSERT tab to display the WordArt gallery • Tap or click the desired WordArt style to insert the new WordArt object • Drag the inserted WordArt object to the desired location • Select the text in the WordArt object to display the mini toolbar • Tap or click the Font Color arrow in the HOME tab and then tap or click the desired color • Type the desired text for the WordArt
  41. 41. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 41 Adding a Chart Title Using the WordArt Tool
  42. 42. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 42 Inserting a SmartArt Graphic • Tap or click the ‘Insert SmartArt Graphic’ button in the INSERT tab to display the SmartArt Graphic dialog box • Tap or click the desired type of SmartArt in the left pane of the Choose a SmartArt Graphic dialog box • Tap or click the desired layout in the gallery • Tap or click the OK button in the Choose a SmartArt Graphic dialog box to insert an Accented Picture SmartArt graphic in the worksheet
  43. 43. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 43 Inserting a SmartArt Graphic
  44. 44. Coloring and Resizing the SmartArt Graphic Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 44 • Tap or click the Change Colors button on the SMARTART TOOLS DESIGN tab to display the Change Colors gallery • Tap or click the desired color • Drag the sizing handles to resize the SmartArt graphic to the desired size
  45. 45. Adding Shapes to a SmartArt Graphic Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 45 • Tap or click the Add Shape button on the SMARTART TOOLS DESIGN tab to add shapes to the SmartArt graphic
  46. 46. Adding Text to a SmartArt Graphic Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 46 • Tap or click the Text Pane button on the SMARTART TOOLS DESIGN tab to display the Text Pane • Tap or click the first bulleted item in the Text Pane and then type the desired text • If desired, enter text in the other boxes
  47. 47. Adding Text to a SmartArt Graphic Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 47
  48. 48. Adding Pictures to a SmartArt Graphic Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 48 • Tap or click the first Insert Picture icon in the Text Pane to display the Insert Pictures dialog box • Tap or click the Office.com Clip Art box and then type the desired search term • Press the ENTER key to perform the search and double-tap or double-click the desired picture • Tap or click the Insert button to insert the picture
  49. 49. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 49 Adding Pictures to a SmartArt Graphic
  50. 50. Adding a Style to a SmartArt Graphic Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 50 • Tap or click More button in the SMARTART TOOLS DESIGN tab to display the SmartArt Style gallery • Tap or click the desired style to apply the style to the SmartArt graphic
  51. 51. Inserting a Screen Shot on a Worksheet Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 51 • Display the webpage you wish to insert • Display the Excel window • Tap or click the ‘Take a Screenshot’ button in the INSERT tab to display the Take a Screenshot menu • Tap or click the live preview corresponding to the screen you wish to insert in the worksheet • Tap or click the Yes button to insert the screen shot
  52. 52. Inserting a Screen Shot on a Worksheet Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 52
  53. 53. Chapter Summary Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 53 • Create and use a template • Import data from a text file, an Access database, a webpage, and a Word document • Paste special • Transpose data while pasting it • Convert text to columns • Replicate formulas
  54. 54. Chapter Summary Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 54 • Use the Quick Analysis tool • Find and replace data • Insert and format a 3-D cone chart • Use WordArt to create a title • Insert and modify a SmartArt graphic • Format images with styles • Include a hyperlinked screen shot
  55. 55. Chapter 7 Complete Microsoft Excel 2013

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