Excel 2007 Unit O

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Excel 2007 Unit O

  1. 1. Microsoft Excel 2007 - Illustrated Customizing Excel and Advanced Worksheet Management
  2. 2. <ul><li>Audit a worksheet </li></ul><ul><li>Control worksheet calculations </li></ul><ul><li>Group worksheet data </li></ul><ul><li>Use cell comments </li></ul>Microsoft Office Excel 2007 - Illustrated Objectives
  3. 3. <ul><li>Create custom AutoFill lists </li></ul><ul><li>Customize Excel </li></ul><ul><li>Customize Excel options </li></ul><ul><li>Create a template </li></ul>Microsoft Office Excel 2007 - Illustrated Objectives
  4. 4. Auditing a Worksheet <ul><li>The Excel auditing feature helps you track errors and check worksheet logic </li></ul><ul><ul><li>Because errors can occur at any stage of worksheet development, it’s important to include auditing as part of your workbook building process </li></ul></ul>Microsoft Office Excel 2007 - Illustrated
  5. 5. Auditing a Worksheet (cont.) Microsoft Office Excel 2007 - Illustrated Divide-by-zero error message Tracer arrows
  6. 6. Auditing a Worksheet (cont.) <ul><li>Click the Formulas tab, click the Watch Window button </li></ul><ul><li>In the Formula Auditing group, click Add Watch in the Watch Window, then click Add. </li></ul><ul><li>The Watch Window displays the workbook name, worksheet name, the cell address you want to watch, the current cell value, and its formula. </li></ul>Microsoft Office Excel 2007 - Illustrated
  7. 7. Controlling Worksheet Calculations <ul><li>When you change a value in a cell, Excel automatically recalculates all the formulas in the worksheet based on that cell </li></ul><ul><ul><li>This automatic recalculation is not efficient in large worksheets </li></ul></ul><ul><ul><li>Choose to selectively determine if and when you want excel to perform calculations automatically </li></ul></ul>Microsoft Office Excel 2007 - Illustrated
  8. 8. Controlling Worksheet Calculations (cont.) Microsoft Office Excel 2007 - Illustrated Select manual
  9. 9. Grouping Worksheet Data <ul><li>You can create groups of rows and columns on a worksheet to manage your data and make it easier to work with. </li></ul><ul><li>The Excel grouping feature provides an outline that allows you to easily expand and collapse groups as you need to show or hide related worksheet data. </li></ul><ul><li>You can turn off the outline symbols if you are using the condensed data in a report. </li></ul>Microsoft Office Excel 2007 - Illustrated
  10. 10. Grouping Worksheet Data (cont.) Microsoft Office Excel 2007 - Illustrated Outline symbols
  11. 11. Adding a Comment to a Cell <ul><li>If you plan to share a workbook, you should document , or make notes about, basic assumptions, complex formulas, or questionable data </li></ul><ul><ul><li>Use cell comments to document a workbook </li></ul></ul>Microsoft Office Excel 2007 - Illustrated
  12. 12. Adding a Comment to a Cell (cont.) Microsoft Office Excel 2007 - Illustrated Sizing handle User name Type your comment here
  13. 13. Creating Custom AutoFill Lists <ul><li>Create a custom AutoFill whenever you type a list of words regularly </li></ul><ul><ul><li>Enter the first value in a blank cell and drag the AutoFill handle for Excel to enter the rest of the information for you </li></ul></ul>Microsoft Office Excel 2007 - Illustrated
  14. 14. Creating Custom AutoFill Lists (cont.) Microsoft Office Excel 2007 - Illustrated Existing AutoFill lists
  15. 15. Customizing Excel Workbooks <ul><li>Default settings don’t always fit your particular needs </li></ul><ul><li>Examples: default number of worksheets in a workbook, the worksheet view, or the default font. </li></ul><ul><li>Popular category of the Excel Options dialog box contains features that are commonly used by a large number of Excel users. </li></ul><ul><li>Use the Popular category to create custom lists </li></ul><ul><li>Use the Formulas category to switch to manual calculation </li></ul>Microsoft Office Excel 2007 - Illustrated
  16. 16. Customizing Excel Workbooks (cont.) Microsoft Office Excel 2007 - Illustrated Standard font defaults Number of sheets in a workbook User name for the computer
  17. 17. Customizing Excel Options <ul><li>The Customize category of the Excel Options dialog box allows you to add commands to the Quick Access toolbar. </li></ul><ul><li>Useful for commands that you use frequently and would like to have available with one click. </li></ul><ul><li>Examples of commands that you might add are Quick Print, Spelling, Open, and Print Preview. </li></ul><ul><li>You can add the commands to any open workbook or all workbooks. </li></ul>Microsoft Office Excel 2007 - Illustrated
  18. 18. Customizing Excel Options (cont.) Microsoft Office Excel 2007 - Illustrated Click to select workbook Default commands
  19. 19. Creating a Template <ul><li>A template is a workbook that contains text, formulas, macros, and formatting you use repeatedly </li></ul><ul><ul><li>A workbook saved as a template provides a model for creating a new workbook </li></ul></ul>Microsoft Office Excel 2007 - Illustrated
  20. 20. Creating a Template (cont.) Microsoft Office Excel 2007 - Illustrated Template
  21. 21. Creating a Template (cont.) <ul><li>Applying templates </li></ul><ul><li>Use the New command on the Office menu. </li></ul><ul><li>In the New Workbook dialog box, under Templates click My templates. </li></ul><ul><li>Click the template you want to use, then click OK. </li></ul><ul><li>Excel creates a new document named [Template Name]1. </li></ul>Microsoft Office Excel 2007 - Illustrated
  22. 22. Summary <ul><li>Audit worksheets to find errors </li></ul><ul><li>Control worksheet calculations </li></ul><ul><li>Group worksheet data </li></ul><ul><li>Use cell comments </li></ul>Microsoft Office Excel 2007 - Illustrated
  23. 23. Summary (cont.) <ul><li>Create custom AutoFill lists for data that are entered regularly </li></ul><ul><li>Customize Excel workbooks </li></ul><ul><li>Customize Excel options </li></ul><ul><li>Use templates for worksheets you use repeatedly </li></ul>Microsoft Office Excel 2007 - Illustrated

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