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Excel2007 Overview
Excel2007 Overview
Excel 2007
Overview
Table of Contents
What is Excel? ....................................................................................................................................... 2
Starting Excel ........................................................................................................................................ 2
Screen Layout ....................................................................................................................................... 3
The Title Bar ..................................................................................................................................... 3
The Office Button .............................................................................................................................. 4
The Quick Access Toolbar ............................................................................................................... 5
The Ribbon ....................................................................................................................................... 5
The Name Box .................................................................................................................................. 7
The Formula Bar ............................................................................................................................... 8
Vertical Scroll Bar ............................................................................................................................. 9
The Horizontal Scroll Bar .................................................................................................................. 9
The Worksheet Area .......................................................................................................................10
Sheet Tabs .....................................................................................................................................10
The Status Bar ................................................................................................................................10
The Zoom Bar .................................................................................................................................11
Excel 2007 Views ...........................................................................................................................11
Ribbons ................................................................................................................................................12
The Home Ribbon...........................................................................................................................12
The Insert Ribbon ...........................................................................................................................13
The Page Layout Ribbon ................................................................................................................13
The Formulas Ribbon .....................................................................................................................14
The Data Ribbon.............................................................................................................................15
The Review Ribbon ........................................................................................................................16
The View Ribbon ............................................................................................................................16
Getting Help .........................................................................................................................................18
Where is it? ..........................................................................................................................................19
Obsolete Commands ......................................................................................................................19
Standard Toolbar ............................................................................................................................20
Formatting Toolbar .........................................................................................................................21
File Menu ........................................................................................................................................21
Edit Menu ........................................................................................................................................22
View Menu ......................................................................................................................................22
Insert Menu .....................................................................................................................................22
Format Menu ..................................................................................................................................23
Tools Menu .....................................................................................................................................23
Data Menu ......................................................................................................................................25
Window Menu .................................................................................................................................25
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What is Excel?
Excel 2007 is a spreadsheet application that can be used to create a range of documents from simple
budgets to complex forecasts. Excel can also be used to generate charts and maps, or to analyse
large amounts of data.
In Excel, each file that you create is known as a workbook.
When a new workbook is created, it contains three worksheets that are identified by the
worksheet tabs at the bottom of the screen.
An Excel workbook can contain many worksheets - depending on the amount of memory your
computer has - so it is possible to add or remove sheets as required.
Worksheets are used to organise different sets of related data in one single workbook file. A
spreadsheet is another name for a worksheet.
Each worksheet consists of columns, rows and cells.
Columns are indicated by a letter at the top of the column. There are 16,384 columns that are
lettered from A to Z, then from AA to ZZ, then from AAA to AAZ continuing in this fashion to
column XFD.
Rows are indicated by a number at the left of the row. There are 1,048,576 rows in each
spreadsheet.
The intersection between a column and a row is known as a cell. The intersection between column A
and row 1 is cell A1. Data is entered into the cells of a worksheet and each cell should contain a
single number or piece of text, e.g. a heading or description.
In the following worksheet, cell B3 is selected, in column B and row 3.
Starting Excel
Once you have logged onto Windows, you are ready to launch Excel 2007 and start
creating and editing workbooks.
If you have an Excel 2007 icon on your desktop, double-click on this to launch Excel.
If you don't have an icon on your desktop, you can launch Excel 2007 via the Start
menu.
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Screen Layout
The Title Bar
The title bar is positioned at the top of the screen and displays the name of the application as well as
the name of the workbook you are currently viewing.
If the current workbook has not been saved, the word Book will appear followed by a sequential
number matching the number of documents created in the current session.
The standard Windows controls appear at the end of the Title Bar:
Click on Minimise to hide the window and place it on the Task Bar
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A list of the most recent workbooks you have worked in will show on the right-hand side of the Office button
menu. Click on a workbook in this list to re-open a file.
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The Ribbon
In Excel 2007, the ribbon the menu and toolbars of previous versions of Excel. This is a strip of
buttons and drop-down menus that is divided into groups of related commands via tabs.
Contains
Home
Editing commands such as cut, copy, paste and the find and replace
commands. Text, alignment and number formatting, including styles, are also
included
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Ribbon
Contains
Insert
Commands to insert items into your worksheets, from tables, images and charts
to headers, footers and hyperlinks
Page Layout
Page formatting commands such as margins, orientation and print titles, as well as
themes
Formulas
Tools for adding formulas to your worksheets, from adding functions, to using
ranges names and auditing formulas
Data
Commands to import and manage lists of data, including sorting, filtering, data
validation and outlining. What-if analysis tools are also included on this tab
Review
View
Options for viewing your workbook, as well as which elements are displayed
(gridlines, headings, etc.). Commands to work with multiple workbook windows are
also included
You can also display a Developer ribbon for recording and managing forms and macros. Click on the Office
button and click on Excel Options, then check Show Developer Tab in the Ribbon. Click on OK.
The ribbon changes to show all commands relevant to the selected object. If an image is selected, for
example, an additional group of Picture Tools tabs are displayed with the Format tab selected by
default.
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If you have applied a range name to a cell or area, this will appear in the name box when the cell or
area is selected:
You can expand the formula bar to show more lines of content by clicking on the button at the end of
the bar. Click on the button again to collapse the bar.
You can also press [Ctrl Shift U] to expand or collapse the formula bar.
The button at the beginning of the formula bar is used to insert Excel functions. You can search for a
particular function in this box and receive help on how to build your formula.
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Click once on the Scroll Up button to view the row above the edge of the screen
Click once on the Scroll Down button to view the row below the edge of the screen
Drag the thumb to view any number of rows above or below
Click on a blank area of the scroll bar, below the thumb, to view the next screen-full of rows
Click on a blank area of the scroll bar, above the thumb, to view the previous screen-full of rows
Click once on the Scroll Left button to view the column to the left
Click once on the Scroll Right button to view the column to the right
Drag the thumb to view any number of columns to the left or right
Click on a blank area of the scroll bar, to the right of the thumb, to view the next screen full of
columns to the right
Click on a blank area of the scroll bar, to the left of the thumb, to view the next screen full of
columns to the left
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Sheet Tabs
A single Excel workbook contains three worksheets by default. Additional sheets can be added to the
worksheet - the exact number of sheets the workbook can contain depends on the memory of your
computer.
To show a different worksheet, click on the tab of that sheet. If the workbook contains a large number
of sheets, the navigation buttons are used to view these sheets.
Worksheets can be renamed and coloured to help you to organise your data more efficiently.
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Click on the + in the zoom bar to zoom in to the worksheet. Magnification will increase by 10%
each time you click on the button
Click on the - in the zoom bar to zoom out of the worksheet. Magnification will decrease by 10%
each time you click on the button
Drag the arrow up or down to decrease or increase the magnification manually
Click on the percentage indicator on the zoom box to show more zoom options:
Button Description
Normal
This view shows the main area of the worksheet as it will print, but does not
show margins, headers or footers. Use this view to edit the worksheet.
Page Layout
This view shows the worksheet exactly as it will print, with margins, headers,
footers and other print options displayed. Each page is viewed separately
rather than as one continuous range.
Page Break
Preview
This view shows only the data that has been entered in the worksheet - any
unused cells will be greyed out. Use this to view and change the page breaks
in the workbook.
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Ribbons
The Home Ribbon
The Home ribbon is the default ribbon that displays when you launch Excel and create new workbooks.
Commands
Clipboard
Alignment
Number
Styles
Conditional formatting
Format selected range as a table
Cell style gallery
Cells
Editing
AutoSum
Fill options
Clear formats, content, notes or all
Sort and filter a table
Find and select options e.g. find, replace, go to
Font
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Commands
Tables
Illustrations
Insert images
Insert ClipArt and SmartArt diagrams
Draw shapes
Charts
Links
Insert a hyperlink
Text
Commands
Themes
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Group
Commands
Page Setup
Set margins
Set page orientation i.e. portrait or landscape
Set the paper size
Set or clear the print area
Add or remove page breaks
Set a background image
Set titles to print at the top or left of each page
Click on the More Options button to show the Page Setup dialog box
Scale to Fit
Sheet Options
Arrange
Commands
Function
Library
Defined Names
Insert a function
AutoSum
Add functions from the following groups: Recently used, Financial, Logical,
Text, Date & Time, Lookup & Reference, Math & Trig, More Functions
Show the Names Manager
Define a new range name
Use a range name in a formula
Create a range name from the selection
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Group
Commands
Formula
Auditing
Trace precedents
Trace dependents
Show formulas in the worksheet
Error checking options
Evaluate a formula
Remove all tracing arrows
Calculation
Calculation options
Calculate now
Calculate sheet
Commands
Get External
Data
Connections
Sort ascending
Sort descending
Show the Sort dialog box
Filter data
Clear all filters
Reapply the last filter
Advanced filter
Data Tools
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Group
Commands
Outline
Group data
Ungroup data
Add subtotals
Show detail in an outline
Hide detail in an outline
Commands
Proofing
Check spelling
Show Research pane
Thesaurus
Translate data
Comments
Changes
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Commands
Workbook
Views
Show/Hide
Zoom
Window
Macros
View macros
Record macros
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Getting Help
Excel 2007 offers both offline and web-based help, depending on whether you have an Internet
connection or not.
To get help in Excel 2007, click on the Help button at the end of the ribbon.
By default, Excel help topics will be found in the offline help files as well as the Microsoft Office online web
help. You can choose where help is found by clicking on the Connected to Office Online link in the status
bar of the help screen.
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Where is it?
In Excel 2007, a ribbon replaces the menu and toolbars of previous versions of Excel. This is a strip of
buttons and drop-down menus that is divided into groups of related commands via tabs.
The ribbon changes to show all commands relevant to the selected object. If an image is selected, for
example, an additional group of Picture Tools tabs are displayed with the Format tab selected by
default.
The File menu within an item window has been replaced by the Office button which allows you to run
commands such as saving, printing and creating new items.
The Quick Access Toolbar displays to the right of the Office button and contains shortcuts to common
commands such as Save and Undo. This toolbar can be customised to add commands you use on a
regular basis.
Obsolete Commands
Some commands are no longer available in Excel 2007, but the majority of these can be added to the
Quick Access Bar as follows:
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Standard Toolbar
Command
New Location
New
Open
Save
Permission
Print Preview
Spelling
Research
Cut
Copy
Paste
Format Painter
Undo
Redo / Repeat
Insert Hyperlink
AutoSum
Sort Ascending
Home ribbon > Editing group > Sort & Filter > Sort A - Z
Data ribbon > Sort & Filter group > Sort A - Z
Sort Descending
Home ribbon > Editing group > Sort & Filter > Sort Z - A
Data ribbon > Sort & Filter group > Sort Z - A
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Command
New Location
Chart Wizard
Drawing Toolbar
Zoom
Formatting Toolbar
Command
New Location
Font
Font Size
Bold
Italic
Underline
Align Left
Align Centre
Align Right
Currency
Percent Style
Comma Style
Increase Decimal
Decrease Decimal
Decrease Indent
Increase Indent
Borders
Fill Colour
Font Colour
File Menu
Command
New Location
Save As
Office button > Save As > Other Formats > Save as Type = Web Page
File Search
Page Setup
Page Layout ribbon > Page Setup group > More Options
Print Area
Page Layout ribbon > Page Setup group > Print Area
Send To
Exit
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Edit Menu
Command
New Location
Office Clipboard
Paste Special
Home ribbon > Clipboard group > Paste button > Paste Special
Paste as Hyperlink
Home ribbon > Clipboard group > Paste button > Paste as Hyperlink
Fill
Clear
Delete
Home ribbon > Cells group > Delete > Delete Cells
Delete Sheet
Home ribbon > Cells group > Delete > Delete Sheet
Home ribbon > Cells group > Format > Move or Copy Sheet
Find
Home ribbon > Editing group > Find & Select > Find
Replace
Home ribbon > Editing group > Find & Select > Replace
Go To
Home ribbon > Editing group > Find & Select > Go To
Links
Object
View Menu
Command
New Location
Normal
View ribbon > Workbook Views group > Page Break Preview
Task Pane
Toolbars
Formula Bar
Status Bar
Comments
Custom Views
Full Screen
Zoom
Insert Menu
Command
New Location
Cells
Rows
Home ribbon > Cells group > Insert > Insert Sheet Rows
Columns
Home ribbon > Cells group > Insert > Insert Sheet Columns
Worksheet
Home ribbon > Cells group > Insert > Insert Sheet
Symbol
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Page Break
Page Layout ribbon > Page Setup group > Breaks > Insert Page Break
Command
New Location
Function
Name
Comment
Picture
Diagram
Object
Format Menu
Command
New Location
Cells
Home ribbon > Cells group > Format > Format Cells
Row
Home ribbon > Cells group > Format > Row Height
Column
Home ribbon > Cells group > Format > Column Width
Sheet
Home ribbon > Cells group > Format > Choose sheet option needed
AutoFormat
Conditional Formatting
Style
Tools Menu
Command
New Location
Error Checking
Speech
Shared Workspace
Share Workbook
Track Changes
Protection
Online Collaboration
Goal Seek
Data ribbon > Data Tools group > What if Analysis > Goal Seek
Scenarios
Data ribbon > Data Tools group > What if Analysis > Scenario Manager
Formula Auditing
Macro
Add-Ins
AutoCorrect Options
Office Button > Excel Options button > Proofing > AutoCorrect Options
Customize
Options
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Data Menu
Command
New Location
Sort
Filter
Form
Subtotals
Validation
Table
Data ribbon > Data Tools group > What if Analysis > Data Table
Text to Columns
Consolidate
PivotTable and
PivotChart Report
List
XML
Refresh Data
Window Menu
Command
New Location
New Window
Arrange
Hide
Unhide
Split
Freeze Panes
Note: If the Developer ribbon is not showing, click on the Office button and the Excel Options button. Check
the Show Developer tab in the Ribbon option, then click on OK.
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