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MS EXCEL 2007
Subject: Office Automation
DIT Part 1st
By Sardar Azeem
(Pict Computer Center Link Road abbottabad)

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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.

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Lesson 1: The Basics


Lesson Topics
In this lesson, you will review the basic tasks performed when a workbook is created.
You will:
Open a workbook
Review the Excel windows
Edit cell contents
Insert rows, columns and worksheets
Freeze panes
Save a workbook

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:

2. Choose one of these methods to open a workbook.

• 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

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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.

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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):

• Click on the tab of the Ribbon.


• In the Editing group, click on the down arrow of the Clear tool .

• Select from the list.

In class, make A1 the active cell. Select Clear Formats.


The bold formatting is cleared.

4. Click on the Undo tool on the Quick Access toolbar to reverse the change.

Insert Rows, Columns and Worksheets


1. To insert a column:
• Click in a cell of the column to be the new blank column. (All the columns from
that point and to the right will be moved over one column. For example, to insert
a blank column between columns A and B, click in column B.)

In class, click in a cell in column B.

• Click on the tab of the Ribbon, if necessary.


• In the Cells group, click on the down arrow for Insert.

• Select Insert Sheet Columns from the list that is displayed.

A new column is inserted to the left of the active cell.

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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.)

In class, click in a cell in row 2.

• Click on the tab of the Ribbon.


• In the Cells group, click on the down arrow for Insert.

• Select Insert Sheet Rows from the list that is displayed.

A new row is inserted above the active cell.

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.

4. To insert a worksheet to the left of the active sheet:

• Click on the tab of the Ribbon.


• In the Cells group, click on the down arrow for Insert.

• Select Insert Sheet from the list that is displayed.

A new worksheet is inserted to the left of the active sheet.

Delete rows, columns and worksheets


1. Click to make a cell active in the row, column or worksheet to be deleted.

In class, make the sheet active and select a cell in Column B.

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• Click on the tab of the Ribbon.


• In the Cells group, click on the down arrow for Delete.

2. From the list that is displayed, select the item to be deleted.

In class, select Delete Sheet Columns.

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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.

• Click on the tab in the Ribbon.


• In the Window group, select the down arrow on the Freeze Panes tool
.

• Select either Freeze Top Row or Freeze First Column.

2. To Unfreeze Panes:

• In the Window group, select the down arrow on the Freeze Panes tool

• Select Unfreeze Panes.

3. To freeze both rows and columns:

• 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 class, click in cell C2 to make it the active cell.

• In the Window group, select the down arrow on the Freeze Panes tool

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• Select Freeze Panes.

Scroll down and to the right to view the change.

Save a Workbook

1. Click on the Save tool in the Quick Access toolbar to:


• Save changes to an existing workbook under the same file name and in the
same format.
• Save a new, unnamed workbook in the Excel 2007 format.

2. Click on the Office Button to:


• Save a workbook with a different file name.
• Save a workbook in a different format.

In class, click on the Office Button.

3. From the Office Button menu, point to Save As.

• 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
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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.

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Lesson 2: Lists are Tables


Discussion
Many of us keep lists in Excel workbooks. These lists are databases that we filter to get
answers to questions such as how many female students live in Summit County, to
create mailing labels and form letters with mail merge in Word, or to maintain a list of all
the expenses in our Budget.
In Excel 2003, Microsoft introduced new functionality for lists. There were new
commands that made working with our lists much easier. These commands still are
available in Excel 2007. New commands have been added that make formatting our
lists and filtering our lists even easier. Lists now are referred to as tables.
One increased functionality of tables is a new reference style for formulas. This new
reference style points to data within a table. A name is created automatically when a
table is defined. This is reviewed in the Excel 2007 New Topics for Experienced Users
class.
Remember:
Lists are referred to as Tables.
AutoFilter is called Filter.

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.

2. Select the tab.

3. In the Tables group, select the tool. A dialog box is displayed to verify the
range of the table.

Expand/Collapse tool

4. Verify that the range is correct.


OR modify the range by one of these methods:
• Type a new range in the edit box of the Create Table dialog.
• Click on the Collapse/Expand tool and select the range in the worksheet using
the mouse. Once the selection is made, click on the Collapse/Expand tool to
return to the dialog box.

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5. If appropriate, mark or unmark the checkbox “My


table has headers.”
6. Click on OK.
7. The Table is created and a default Table style TIP – Create a Table
(format) is applied. The shortcut CTRL + L
still works to create a
table (list). CTRL + T
also works.

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 .

• On the Data tab, click on


In Excel 2003, there was a maximum of 3 levels of sorting. In Excel 2007, there are up
to 64 levels of sorting. Also, sorting is available by color and by case-sensitivity.

Excel 2003 Excel 2007


3 levels of sorting 64 levels of sorting
N/A Sort by color
N/A Case-sensitive sorting

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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.

9. To sort by County and then by City (2 sort levels):


• Click on the down arrow for Sort by.
• Select County.
• Leave Sort On set to Values.
• Leave Order set to A to Z.

• Click on . A second line 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.

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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

with the Table tool on the Insert tab of the Ribbon.


• Click on the Filter down arrow in the first cell of the column on which to filter.
• Click on the checkbox for Select All to unmark it.
• Click to mark the values on which to filter.
2. To clear the filter:
• Click on the Filter down arrow in the first cell of the column on which a filter is in
place. The down arrow has a funnel icon to indicate that a filter is in place for this
field.
• From the list that appears, click on the Clear Filter option.
OR
To clear all the filters on several fields:

• 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.

Exercise 3 – Filters in Tables


1. Click on the Filter down arrow for .
At the bottom of the box is a list of all the unique values in the City column of the
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table.
2. To filter the data to see the rows for only certain cities:

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• Click on the checkbox for to remove the checkmark. The


checkmark is removed from all the cities’ checkboxes.
• Click to mark the cities to include in the criteria. In class, select:

.
• Click on .
The rows are displayed where City equals one of these three values.

Note that the status bar displays the Filter message .


Note that the Filter down arrow for City has changed to the Filter icon, which is a
funnel. .
3. To display all the rows again: TIP – Remove Filters
If several filters are in place,
• Click on the Filter icon for City. it may be easier to click on
• Select .
the tool on the Data
4. Click on the Undo tool in the Quick Access tab. This removes all filters
toolbar to reverse step 3. and the Filter arrows. Click
5. Follow the steps in Tip – Remove Filters. on the Filter tool a second
time to restore the arrows.

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Use the Text Filters Option


1. Click on the Filter down arrow for Plan Title.
2. Point to . A list of options is displayed.

3. Select Contains. The Custom Filter dialog box is displayed.


4. To complete the criterion row Show rows where Plan Title contains, click in the
edit box and type child.

5. Click on . The rows that meet the criterion are displayed.


There are .

6. Verify that the active cell is in column C.

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.

View Table Data

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.

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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.

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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.

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Work with Tables


To create a table:
• Click in any cell within the data that is to be a cell.
• On the Insert tab of the Ribbon, in the Tables group, click on the Table tool.
• In the Create Table dialog box, verify that the table range is correct.
• Mark the My table has headers checkbox, if appropriate.
• Click on OK.
To insert a row in a table using the right mouse button:
• Within the table, click in a cell in the row that will be the new, inserted row. For
example, if the inserted row is to be at row 2, click in row 2.
• Right click on the active cell
• From the options displayed, select Insert, Table Rows Above.
• Use the Insert Options tool , to make formatting changes. This tool is
displayed in the inserted row at the far right of the current window’s display.

To insert a row in a table using the Ribbon:


• Within the table, click in a cell in the row that will be the new inserted row. For
example, if the inserted row is to be at row 2, click in row 2.
• On the Home tab of the Ribbon, click on the down arrow for the Insert tool
in the Cells group.

• From the list that appears, select .


• Use the Insert Options tool , to make formatting changes. This tool is
displayed in the inserted row at the far right of the current window’s display.
To delete a row in a table: Tip – Delete Tool
• Within the table, click in a cell in the row to be deleted Click on the down
• On the Home tab of the Ribbon, click on the down arrow arrow of the
Delete tool. Do
for the Delete tool in the Cells group. not click on the
• From the list that appears, select. . Delete tool itself.
By default, the
Delete tool
deletes the active
cell. If you do this,
click on Undo.

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To insert a column in a table using the right mouse button:


• Within the table, click in a cell in the column that you want to be the new, inserted
column. For example, if the inserted column is to be at column C, click in
column C.
• Right click on the active cell
• From the options displayed, select Insert, Table Columns to the Left.
• Use the Insert Options tool , to make formatting changes. This tool is
displayed in the inserted column at the bottom of the current window’s display.

To insert a column in a table using the Ribbon:


• Within the table, click in a cell in the column that you want to be the new, inserted
column. For example, if the inserted column is to be at column C, click in
column C.
• On the Home tab of the Ribbon, click on the down arrow for the Insert tool
in the Cells group.

• From the list that appears, select .


• Use the Insert Options tool , to make formatting changes. This tool is
displayed in the inserted column at the bottom of the current window’s display.
To delete a column in a table:
• Within the table, click in a cell in the column to be deleted
• On the Home tab of the Ribbon, click on the down arrow for the Delete tool
in the Cells group.
• From the list that appears, select. .

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To insert a Total row at the bottom of the table:


• Make any cell in the table active.

• Click on the Design contextual tab .


• In the Table Style Options, click to mark the checkbox for Total Row.

To remove a Total row, unmark the Total Row checkbox.


To format a Table:
• Click in any cell within the table data.
• Click on the Design contextual tab of the Ribbon.

• Preview and select a style in the Table Styles group .


• Click on the More tool in the Table Styles group to display other Table Styles
to preview and select.
To remove the Table functionality:
• Click in any cell within the table data.
• Click on the Design contextual tab of the Ribbon.

• In the Tools group , select Convert to Range.


• Click on Yes in the message box that appears.

Exercise 4 – Insert Rows and Columns in a Table


1. Click in a table cell in column C.
2. In the Home tab of the Ribbon, click on the down arrow for the Insert tool
in the Cells group.
3. Select .
A column should be inserted at C.
4. Click in a table cell in row 5.
5. Click on the down arrow for the Insert tool.
6. Select .
A row should be inserted at 5.

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

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that other data in the worksheet is not affected.

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Lesson 3: Formulas
Discussion
There is a lot of good news for entering formulas in Excel 2007:

• The basics of formula entry remain the same.


• The Analysis Toolpak is no longer an add-in. All the functions from this group are
now included in the standard Excel installation.
• AutoComplete features help to build formulas.
• The new Formula bar does not wrap over the worksheet cells, when a lengthy
formula is typed. The Formula bar scrolls.
Excel 2003 Excel 2007
Maximum characters 1024 8192
allowed in a formula
Built-in functions (basic) 255 445
General purpose functions 0 5
Cube functions (if 0 7
connecting to a multi-
dimensional database such
as SQL Server Analysis
Services)
Levels of nesting in IF 7 64
function

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.

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6. Click on the in the formula bar or press the Enter key to complete the entry.

7. Click in cell A13.


8. Click on the down arrow of the AutoSum tool . These options appear:

9. Select Average.
10. Type E4:E9.
11. Click on the in the formula bar or press the Enter key to complete the entry.

Help with Functions


There are several methods for getting help with functions. Choose one of the following.
• Start to type a formula with a function. An alphabetical list of functions appears.

• Click on the Insert function tool on the Formula bar.

• 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.

• Use the Help tool .

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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).

AutoComplete displays an alphabetical list of functions.

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.

In class, double click on PMT.

5. Press the ESCape key to go back one step

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.

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7. The Functions Argument dialog is displayed, as it was in Excel 2003.

In class, click on Cancel.

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.

In this example, the


Date & Time list is
displayed.

Note that the last item in


each of the lists will display
the Insert Function dialog
box.
11. Click on the Help tool in the upper right corner of the window.

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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.

14. Close the Help window by clicking on its X.

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.

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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.

Exercise 7 – Table Formulas

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.

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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

arrow of the Paste tool . The following options are displayed:

• Select Paste Special. The Paste Special dialog box is displayed.


• Select the Paste option button and, in the list box, select Microsoft Office Excel
Worksheet Object.

• 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.

2. To place a link to an Excel object in a Word document:


• Follow the steps above to copy the object and display the Paste Special dialog
box.
• In the Paste Special dialog box, select the Paste link option button and, in the list
box, select Microsoft Office Excel Worksheet Object.

• 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.

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Lesson 4: Professional Appearance


Discussion
The most frequently used commands for formatting cell contents are on the Home tab of
the ribbon. There are Font, Alignment, Number and Style groups of formatting
commands.

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

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Exercise 8 – Format Cells

1. Click on the Mar tab to make that worksheet active.


2. Select cells B4:E9.
3. On the Home tab of the Ribbon, locate the Number group.
4. Click on the down arrow in the Number Format list box.

5. Select Number from the list. The range of cells is reformatted.

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 .

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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

1. Select the cells.

In class, select E4:E9.

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.

In class, select Highlight Cells Rules.

4. From the list of Highlight Cells Rules, select the type of rule that determines which
cells will be formatted.

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In class, select Less Than…

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5. The selected dialog box is displayed.

In class, it is the Less Than dialog box that is displayed.


• Complete the condition by typing a value or cell reference in the first edit box.
• Select a format for the cell if the condition is true.

1 2

6. Click on OK.

7. Click in a cell that is not selected to view the conditional formatting.


8. Select cells E4:E9, again.
9. Click on the Conditional Formatting tool.
10. Select Clear Rules, then Clear Rules from Selected Cells.
The conditional formatting is cleared.

Exercise 10 – Headers and Footers

1. Select the Insert tab of the Ribbon.

2. Click on the Header & Footer tool in the Text group.


3. Note that the view switches to Page Layout with the Header area displayed.
Also, note that there are three areas to the Header. The cursor is currently in
the middle of the three areas.

4. Note that the Design contextual tab for Headers and Footers is displayed in the
Ribbon.

5. To use a preset header:

• Click on the Header tool on the Design tab. A list is displayed.

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• Click to select from the list of preset headers.

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.

6. Scroll down to view the Footer area.


7. Click on the message “Click to add footer.” The Design contextual tab for Headers &
Footers is displayed, as shown in step 4.

8. Select . The code for File Name, , is displayed in the Footer.


9. Click to place the cursor in the left area of the Footer.
The file name is displayed in the Footer.

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.

14. Click on the Office Button.


15. Select Print, Print Preview to view the changes.

Printing

The Print command is on the Office Button . Three options are available:
• Print
• Quick Print
• Print Preview

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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.

Exercise 11 – Print Preview

1. Print Preview the worksheet.


• Click on the Office Button.
• Select Print, Print Preview.

2. Click on the Page Setup tool .


3. Select the Page tab, if it is not active.
4. Click on the option button for Landscape.
5. Before you close this dialog box, review the other tabs.
Note that the Sheet tab in Print Preview does not allow the setting of title rows and
columns. This is the same as in Excel 2003.
6. Click on OK. The page’s orientation is landscape.

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7. Click on the Close Print Preview tool .

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.

10. Note that the Print titles options are available.


11. Click on Cancel.
Lesson 5: Create the PDF File
A PDF file may be created from:

A range of cells
A worksheet
The entire workbook

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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.

4. Click on the Office Button .

5. Select Save As.

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.

8. Type a file name in the File name edit box.


9. Be certain that PDF (*.pdf) is selected at Save as type.

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.

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12. Click on the button. The Options dialog box is displayed.

If print areas have been


designated in the workbook, you
may want to mark this checkbox.

13. At Page range, select All or a range of pages, based on your prior review at Print
Preview.

14. At Publish what, indicate your choice.

15. At Include non-printing information:

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.

The ISO 1900S-1 compliant format is required by some governmental


agencies. Mark this checkbox if this format is required.
16. Click on OK. The Publish as PDF or XPS dialog is displayed.

17. Select . The hourglass appears as the PDF file is created.

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.

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20. Review the file.

21. To view the Document properties, select File, Properties from Adobe Reader’s
menu.

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