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MS EXCEL 2007
Subject: Office Automation
DIT Part 1st
By Sardar Azeem
(Pict Computer Center Link Road abbottabad)
Table of Contents
LESSON 1: THE BASICS
LESSON 2: LISTS ARE TABLES
LESSON 3: FORMULAS
LESSON 4: PROFESSIONAL APPEARANCE
Introduction to Microsoft Excel:
Accounting is one of the most popular and dynamic areas of of interest in our society.
Accounting is used to know, understand, and analyze the numbers. It helps to handle financial
transactions for regular people, businesses, government agencies, and international monetary
relationships. Accounting can be resumed as the system used to identify, record, and
document the monetary transactions of any kind. Microsoft Excel is a spreadsheet application
used to create and manage business transactions that deal with accounting. To make this
possible, it can assist you with creating lists of transactions, then using those list to create
charts and other analysis tools.
Open a Workbook
1. With Excel open, click on the Office Button in the upper, left corner of the
window. The following menu is displayed:
• Click on and locate the file to open from the familiar Open dialog
box.
• Click on the name of a file in the Recent Documents list. Tip – Open a File
The shortcut
In class, open the workbook Lesson 1 - List. CTRL + O will
display the Open
3. As we transition from Excel 2003 to Excel 2007, note the
title bar. If the workbook was opened in compatibility mode, dialog box.
it is a 2003 workbook.
Decide whether you want it to remain as a 2003 workbook for the purposes of
sharing with users that do not have Excel 2007 or use the Save As command on the
Office Button to save it as an Excel 2007 file to make use of the new functionality.
Exercise 1 - Review the Excel Windows
1. The document window, usually called the work window, is considerably larger than
in Excel 2003.
Excel 2003 Excel 2007
Rows, number of 65,536 1,048,576
Columns, number of 256 16,384
The columns are named A through XFD. Tip – Named Ranges
2. To go to a specific cell, use the same methods as in With 3-letter column
Excel 2003: names, there are
• Press TAB or the arrow keys. several
3-letter words or
• Click in the cell. acronyms that are now
• Press CTRL + G and type a cell reference. column names, such as
TAX and ROI. There are
• Click in the Name Box of the formula bar and type valid cell references like
a cell reference to go to that cell.
TAX2007 and ROI2004,
In class, go to cell TAX200000. which no longer can be
3. Press CTRL + Home to return to cell A1. used as a range name.
If your Excel 2003
workbook uses named
ranges, the ranges may
need to be redefined.
Edit Cells
1. To edit the contents of a cell, use one of the same methods as in Excel 2003:
• Type over the contents of the cell.
• Press the DELETE key on the keyboard.
• Use the formula bar to modify the contents.
Modify the cell contents of A1 to read Acad Prog.
2. To complete the entry, use one of the same methods as in Excel 2003:
• Press the ENTER key.
• Press the TAB key.
• Click on the green checkmark in the formula bar.
3. To clear the format , contents, comments or all of these from a cell (formerly Edit,
Clear from the menu):
4. Click on the Undo tool on the Quick Access toolbar to reverse the change.
2. To insert a row:
• Click in a cell of the row to be the new blank row. (All the rows from that point
and down will be moved down one row. For example, to insert a blank row
between rows 1 and 2, click in row 2.)
3. To insert a blank worksheet at the end of the existing worksheets, click on the Insert
Worksheet tool , which is displayed at the end of the worksheet tabs.
Freeze Panes
This command is used to display title rows and/or columns as headers, when there is a
large worksheet in which to scroll. Freeze panes keeps the rows and columns in place
so that the data is labeled.
The available options are:
• Freeze the top row
• Freeze the first column
• Freeze the rows above and the columns to the left of the active cell
1. To freeze either the top row OR the first column:
• Click in a cell within the data.
2. To Unfreeze Panes:
• In the Window group, select the down arrow on the Freeze Panes tool
• Click in the cell in which the rows to freeze are above it and the columns to
freeze are to the left of it.
• In the Window group, select the down arrow on the Freeze Panes tool
Save a Workbook
• Select Excel Workbook to name the file and save it in the new Excel 2007 file
format, xlsx.
• Select Excel 97-2003 Workbook to name the file and save it in the old
SARDAR AZEEM CONTACT NUMBER 03135879331 Page 9
SARDAR AZEEM PICT ATD 10 | P a g e
Excel 2003 file format, xls.
• Select PDF or XPS to name the file and save it as an Adobe Reader File (PDF)
or in the new XPS format.
• Select Other Formats to name the file and save it in various formats, such as
web page, text file or comma delimited file.
In class, select Excel Workbook.
Save the file as My Lesson – XXX, where XXX are your initials.
4. Close the workbook by clicking on the Office Button and selecting Close.
Note:
If you opened an existing workbook and want to save changes that you made:
1. Look at the title bar. If the workbook was saved previously in the Excel 2003
format, the title bar will indicate Compatibility Mode.
2. To save the changes with the same filename and in Excel 2003 format, click on
the Save tool in the Quick Access toolbar.
3. To save the changes with a different filename and/or in a different format, click
on the Office Button and follow the instructions in Step 3 above.
Lesson Topics
Create a Table
Sort Data
Filter Data
Use the Text Filters Option
View Table Data
Work with Tables
Create a Table
1. Click in any cell within the data that is to be a table. It is not necessary to select a
range of cells.
3. In the Tables group, select the tool. A dialog box is displayed to verify the
range of the table.
Expand/Collapse tool
Sort Data
1. To sort data in an Excel list, click to make a cell active within the list. You do not
need to select any of the columns, rows or additional cells.
2. Choose one of the following:
• Click on the Filter arrow in the first cell of a column and select a sort option from
the list.
• On the Data tab of the Ribbon, in the Sort and Filter group, click on or .
Exercise 2 - Tables
1. Open the file named Lesson 2 – Tables.
2. Verify that the active cell is within the list and press CTRL + T. The Create Table box
is displayed.
3. Verify that the range is correct and the “My table has headers” checkbox is marked.
4. Click on OK.
5. Click on the Filter arrow for .
6. Select an Ascending or Descending sort.
TIP – Filter arrow
7. Click on the tab of the Ribbon. If the arrow is not
displayed, click on the
Data tab and then on
the Filter tool.
8. Click on . The Sort dialog box is displayed.
• On the second line (Then by), select City at the down arrow.
• Click on .
10. Scroll to the right to view columns L and M, so that you may review the sort.
The rows in the table are sorted first by County and then by City.
Filter Data
To view only the rows in a table that meet certain criteria is easier in Excel 2007 than it
was in Excel 2003. There also is an increased functionality.
1. To filter data:
• If the list is not recognized by Excel as a Table, create a Table
• On the Data tab, click on the Filter tool once to remove the filters.
• Since this also removes the Filter arrows, click on the Filter tool a second time to
display the Filter down arrows.
3. To use Text Filters to set criteria of your own,
for example, Plan title contains the word child:
• Click on the Filter down arrow in the first cell of the column on which to filter.
• Select the Text Filters option.
• Select an operator from the list of displayed options (such as contains, begins
with, ends with).
• Complete the Custom AutoFilter dialog box.
.
• Click on .
The rows are displayed where City equals one of these three values.
7. On the Data tab of the Ribbon, click on to sort the rows in ascending order.
8. Click on for Plan Title.
9. Select from the options that are displayed.
TIP – Custom Filter
The Custom Filter dialog box that you used in Excel 2007 is available at the Filter
down arrow, Text Filters, Custom Filter.
Many of us use the Freeze Panes command to keep column header and row header
identification data displayed as we scroll in a large table.
In Excel 2007, there is a new property of tables that is useful. If you do not freeze panes
in the table and scroll down one full screen, Excel replaces the column labels (i.e. A, B,
C, etc.) with the table headers.
Here is the initial display of the table. Note the column headers, A through G. Also, note
the table headers in row 1, such as Academic Program or Plan Title.
When scrolling down, here is the display of the table. Note that the column headers A
through G are replaced with the first row header values, such as Academic Program or
Plan Title.
The Filter arrows are not available in this automatic function. To keep the column
headers in place with the Filter arrows visible, use the Freeze Panes command.
7. From the Office Button, select Close. Do not save the changes.
Note:
Remember that the Insert, Column and Insert, Row commands reviewed earlier in
lesson 1, insert a column or row in the entire worksheet. The Insert Table Rows or
Insert Table Columns, reviewed here, insert a column or row only within the table, so
Lesson 3: Formulas
Discussion
There is a lot of good news for entering formulas in Excel 2007:
Lesson Topics
Use AutoSum
Help with Functions
Formulas in Tables
Paste Special
Use AutoSum
To insert the Sum, Average, CountNum, Max or Min functions for a row or column of
cells that contain values:
1. Click in the cell to contain the AutoSum formula.
2. On the Home tab of the Ribbon, in the Editing group:
• Click on the AutoSum tool to use the Sum function
OR
• Click on the down arrow of the AutoSum tool to select a function.
3. Verify that the created formula is correct.
If the cell range is incorrect, use the mouse to select the correct cells.
4. Complete the entry by clicking on the in the formula bar or by pressing the
ENTER key.
Exercise 5 - AutoSum
1. In class, open the file Lesson 3 – Formulas.
2. Verify that the Jan worksheet is active.
3. Click in cell B10.
4. On the Home tab of the Ribbon, in the Editing group, click
on the AutoSum tool .
5. Verify that the formula =SUM(B4:B9) is created.
9. Select Average.
10. Type E4:E9.
11. Click on the in the formula bar or press the Enter key to complete the entry.
• Click on the Insert function tool on the Formula tab of the Ribbon.
• Use the lists on the down arrows of the Function Library group on the Formula
tab.
Exercise 6 - Functions
Suppose that you wanted to use a function to calculate a loan payment, but you cannot
remember the function name.
1. Click in an empty cell of the workbook.
2. Type =p (because you think the function name is payment).
3. Click once on a function name to see its Tool Tip. Try this on two or three of the
names.
4. Double click on the function name to select it. The syntax for the function is
displayed below the active cell.
6. Click on the Insert function tool on the Formula bar. The Insert Function dialog
box is displayed.
Follow the steps 1 through 4 as shown here.
8. Click on the Insert Function tool on the Formula tab of the Ribbon. The Insert
Function dialog box is displayed.
9. Click on Cancel.
10. Click on the down arrows for any of the function categories in the Function Library
area of the Formula tab. A list of available function is displayed.
12. Type a phrase or key word in the Search box of the Excel Help dialog.
In class, type loan payment.
13. Click on. Scroll through the Search results to select the help that you need.
AutoCalculate
1. Select a range of numbers on which to perform a calculation.
• In class, make the Jan sheet active.
• Select cells B4:D6.
2. Right click on the status bar. The Customize Status Bar list appears.
Status bar
3. Click to place a checkmark on any feature that you want on the status bar.
Click on any checkmark to remove the feature from the status bar.
In class, verify that Average, Count and Sum are marked. Only one feature can be
marked or unmarked at a time.
4. Click in an area of the worksheet to close the Customize Status Bar list.
5. Note the calculations in the status bar.
6. In class:
• Select cells B7:D8.
• Note the new calculations in the status bar.
Formulas in Tables
The new AutoComplete function makes it easy to enter the same formula at the end of
each row in a column of a table. When the first formula is entered, it is copied
automatically to all the other rows in that column of the table.
• Enter a formula in the first row of a table.
• Complete the entry. The formula automatically is copied to all the other rows of
the table.
• Click on the AutoCorrect options tool for choices, such as undo the
AutoCompletion.
1. With the Feb worksheet active, click in any cell in the rows of data.
2. Press CTRL + T to create a table.
3. Click on OK.
4. Click in cell F4.
5. Enter the formula =average(B4:D4).
6. Complete the entry by clicking on the Enter tool on the formula bar.
7. Note that the formula is copied to all the rows in the table.
8. Click on the AutoCorrect options tool . The following options are displayed.
9. Select Undo Calculated Column. Only the formula that you entered remains. The
formulas created by AutoComplete are cleared.
10. Click on the AutoCorrect options tool again. Note that there is a redo option, in
case you change your mind.
Paste Special
The Paste Special command is available from the shortcut menu on a right click or on
the Home tab of the Ribbon in the Clipboard group. A copy must be created before the
Paste Special command is accessible.
1. To embed an Excel object in a Word document:
• In Excel, select the range of cells to be copied.
• On the Home tab of the Ribbon, in the Clipboard group,
click on the Copy tool .
• Navigate to the Word document and click to place the cursor where the copy is to
go.
• On the Home tab of Word’s Ribbon, in the Clipboard group, click on the down
• Click on .
• Double click on the object to launch the Excel toolbars.
• Click in an area of the document other than the object to return to the Word
toolbars.
• Click on .
• Double click on the object to launch Excel and open the source file. Any changes
in the Excel file will be visible when the Word document is open.
• Close Excel.
If you are looking for the familiar Format Cells dialog box, it also is on the Home tab of
the Ribbon. Click on the down arrow for Format in the Cells group and choose Format
Cells, which is the last option on the list.
Lesson Topics
Format cells
Conditional formatting
Create headers and footers
Printing
6. With the range B4:E9 highlighted, click on the Number Format down arrow and
select Accounting from the list.
7. Click in cell G4 to type a long note.
8. Change the column width of G to 19 characters by dragging its border in the G
column header. .
9. In the Alignment group on the Home tab, click on the Wrap text tool .
10. Type Richards sales figures do not reflect his West sales.
11. Complete the entry by pressing the ENTER key or clicking on the Enter tool on the
formula bar.
12. Select cells A4:E4.
13. In the Alignment group on the Home tab, click on the Top Align tool .
Conditional Formatting
To apply Conditional Formatting:
• Select the cells.
• Click on the Conditional Formatting tool in the Styles group on the
Home tab.
• Select a rule option.
• In the dialog box, complete the condition.
• In the dialog box, select a format if the condition is satisfied.
• Click on OK.
To clear Conditional Formatting:
• Select the cells.
• Click on the Conditional Formatting tool on the Home tab.
• Select Clear Rules.
• Select Clear Rules from Selected Cells.
Exercise 9 – Conditional Formatting
2. In the Styles group of the Home tab, click on the Conditional Formatting tool .
3. From the list that appears, select the type of formatting for your formula.
4. From the list of Highlight Cells Rules, select the type of rule that determines which
cells will be formatted.
1 2
6. Click on OK.
4. Note that the Design contextual tab for Headers and Footers is displayed in the
Ribbon.
In class, select
this option. It is
the fifth option in
the list.
• After the selection is made, the Page Layout view still is displayed, but
the header is no longer active.
10. Select . The code for Current Time, , is displayed in the Footer.
11. Click to place the cursor in the right area of the Footer.
The time is displayed.
This time will refresh to the current time when Print Preview is accessed or the
worksheet is printed.
12. Type your full name.
13. Click in one of the cells of the worksheets. This completes the entry for the footer.
Printing
The Print command is on the Office Button . Three options are available:
• Print
• Quick Print
• Print Preview
It may be efficient to place the Print command on the Quick Access toolbar. To do that,
click on the down arrow on the Quick Access toolbar. Select More Commands from the
list that is displayed. The complete instructions are in the Microsoft Office 2007
Overview manual for Lesson 1.
The Page Layout tab of the Ribbon contains most of the commands for modifying the
setup of the worksheet, so that it prints as you would like.
The familiar Page Setup dialog box still is available from the Page Layout tab. Click on
the dialog launcher in the Page Setup group, as indicated by the circle above.
8. On the Page Layout tab of the Ribbon, click on the dialog launcher for Page Setup.
9. Note that this is the location of the familiar Page Setup dialog box.
Click on the Sheet tab.
A range of cells
A worksheet
The entire workbook
Steps
1. If the PDF file will be created for a worksheet, click on that worksheet’s tab to
make it the active sheet.
2. If the PDF file will be created from a range of cells, select the range of cells so
that they are highlighted.
3. If the PDF file will be created for the entire workbook, click in any cell of the
workbook so that it is the active open file.
6. Select PDF or XPS. The Publish as PDF or XPS dialog box is displayed.
7. At Save in, select the drive and folder in which to save the PDF file.
10. It is recommended that the box for Open file after publishing is marked, so that
you may preview the PDF file after it is created.
11. Make a selection at Optimize for. If you are uncertain whether to select Standard
(publishing online and printing) or Minimum size (publishing online), select
Standard.
13. At Page range, select All or a range of pages, based on your prior review at Print
Preview.
Unmark the Document properties checkbox, if you do not want any of that
information to be available in the PDF file.
If this box is marked, properties that are saved to the PDF file include
File name, Title, Author, Subject and Keywords. Other properties that are saved
include date and time that the file was created/modifed and file size.
If Document structure tags for accessibility is marked, the file will be larger and
include data that helps disabled users. For example, data included helps a
person using a screen reader to navigate the document.
18. The PDF file is saved in the drive and folder indicated in the Save As dialog box.
19. If the option Open file after publishing was selected, Adobe Reader is opened
and the PDF file is displayed.
21. To view the Document properties, select File, Properties from Adobe Reader’s
menu.