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

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Excel 2007 Unit O

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