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PART IV
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Computer Fundamentals
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LESS$% 1
Creating a Workbook
,ou start Excel by using any of the methods that you use to start other Microsoft -indows programs. .ne common method is clicking the /tart button, pointing to #ll &rograms, and choosing Microsoft Excel on the
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submenu. ,ou can also click a shortcut icon, if one exists, on the desktop or on the 0uick (aunch bar.
Each open workbook is represented on an Excel button on the taskbar. #t)s eas" to click a button to displa" a different workbook. #f "ou ha*e man" open applications, each application has a button on which can be found a list of open files.
-hen you start Excel, a blank workbook, titled 1ook*, opens by default. # workbook is a file that can contain multiple worksheets. %n turn, a worksheet is a grid of rows and columns in which you can enter data. +or example, you might create four budget worksheets in a single workbook, with each worksheet containing a budget for one quarter of the upcoming fiscal year. %f you$re a teacher using Excel, you might create grading worksheets in the same workbook, with each worksheet storing grade records for a semester of the same class. #s you can see, a workbook allows you to assemble worksheets that contain related data. #fter you create a workbook, you can sa"e it as a single file on your hard disk. %n this exercise, you start Excel, create a standard workbook, and close the workbook.
1 On the Windows taskbar, click the Start button, point to All Programs, and click Microsoft Excel. Excel opens with ook! read" for "ou to use.
#n the $ew section of the $ew Workbook task pane, click lank Workbook. Excel creates a workbook called ook% and the task pane disappears. On the &ile menu, click 'lose. Excel closes ook%, and ook! reappears. (eep this file open for the next exercise.
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+rom the emplates dialog box, you can choose the /preadsheet /olutions tab or the 1usiness &lanner emplates tab and then select one of the templates shown.
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Element
itle bar Menu bar oolbars
Description
%dentifies the current program and the name of the current workbook. (ists the names of the menus in Excel. 4i"e you quick access to functions that you use frequently, such as formatting, aligning, and totaling cell entries. he /tandard and +ormatting toolbars appear by default. 7isplays the address of the acti"e cell. 7isplays the contents of the acti"e cell. (ets you open files, paste data from the Clipboard, create blank workbooks, and create Excel workbooks based on existing files. 7isplays the help topics that match your request, when you type a question in the box. 7isplays information about a selected command. %t also indicates the status 8on or off9 of the Caps (ock and 2um (ock keys.
/tatus bar
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/croll bars
%nclude a "ertical and a horizontal scroll bar and four scroll arrows, each of which is used to display different areas of the worksheet. /elects e"ery cell in a worksheet. (et you display worksheets in the open workbook. # grid of "ertical columns 8identified by alphabetic characters9 and horizontal rows 8identified by numeric digits9. Columns and rows intersect to form cells. Each cell can be identified by a full-cell reference, or address, consisting of the column and row coordinates of that cell!for example, 1:. he cell, designated by a thick border, which will be affected when you type or edit data. Minimizes the window to a button on the taskbar. oggles 8switches back and forth9 between maximizing a window and restoring a window to its pre"ious size. Closes the window on which the button appears. # small pop-up box that displays the name of an ob=ect or toolbar button if you point to it with the mouse pointer.
#cti"e cell
# great ad"antage of the task pane is that it groups many common actions, such as opening or creating new files, in one place and lets you perform them with a single mouse click. he only drawback of the task pane is that it takes up "aluable screen space. +ortunately, you can show or hide the task pane easily. .n the 'iew menu, click ask &ane> Excel hides the task pane if it is currently displayed or shows it if it is currently hidden. he benefit of placing the #sk # 0uestion box in the main Excel window is that you can quickly and easily get help while your question is fresh in your mind, without adding any steps that might distract you from your question. -ith this feature you no longer ha"e to go to the ?elp menu or .ffice #ssistant when you need help.
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'lick the ,oolbar Options button at the end of the &ormatting toolbar. A menu with options appears.
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Point to the Add or -emo*e uttons command. A menu with additional commands appears.
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Point to &ormatting on the submenu. A menu with the formatting button options appears.
Position "our mouse pointer o*er each newl" displa"ed toolbar button. A Screen,ip appears to explain each button. When "ou are done, click somewhere outside of the open menus to close the menus. (eep this file open for the next exercise.
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Computer Fundamentals
Selecting Cells
1efore you can enter data into a worksheet, you must identify the cell 8the intersection of a row and a column9 in which you want to put the data. his is known as selecting the cell. ,ou can select a single cell, a row, a column, and groups of ad=acent and nonad=acent cells. o select a single cell, simply click that cell. -hen a cell is selected, a black border surrounds it, and that cell becomes the active cell, as shown in the following illustration.
When "ou select a cell, the text on its row selector .the gra" button at the left end of its row/ and its column selector .the gra" button at the top of its column/ appears in bold. ,hat feature makes it easier to see the row and column 0coordinates1 of the selected cell. #n addition, the cell address appears in the $ame ox.
,ou can select all of the cells in a worksheet by clicking the /elect #ll button at the top-left corner of the worksheet.
,ou can select a single row or column in a worksheet by clicking the corresponding row or column selector.
%n this exercise, you select an entire row and an entire column in the current worksheet.
1 2 3 'lick the column selector for column 2. 'olumn 2 is selected. 'lick the row selector for row !. -ow ! is selected. 'lick the column selector for column , and drag the mouse pointer to the column selector for column E. ,he columns are selected. 'lick an" cell in column 3. 'olumns , ', 2, and E are deselected. (eep this file open for the next exercise.
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Selecting a
Another wa" to select a range of columns is to click the first column selector in the range, hold down the Shift ke", and then click the last column selector in the range. ,he same method works for selecting a range of rows.
ange of Cells
# range is normally identified by the references for its first and last cells with a colon between them. +or example, the "ertical range extending from cell #* to cell #@ is identified as #*6#@. (ikewise, the horizontal range extending from cell C: to cell 4: is identified as C:64:. <anges that extend across a block of columns and rows are identified by the addresses for the cells in the top-left and bottom-right corners of that block 8CA6+@9, as shown in the following illustration.
,ou select a range of cells by dragging the mouse pointer o"er the cells. -hen you select a range of cells, the first cell chosen becomes the acti"e cell. he acti"e cell is white, and the range of cells is blue. %n this exercise, you select a group of ad=acent cells in the current worksheet.
1 'lick cell E4, hold down the mouse button, drag the mouse pointer down to cell E!%, and release the mouse button. ,he range E45E!% is selected, and E4 remains the acti*e cell.
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'lick cell A6, hold down the Shift ke", and click cell 7!8. ,he range is selected, and A6 remains the acti*e cell.
,o select multiple nonad;acent cell ranges, select the first range, hold down the 'trl ke", and then select an" additional ranges.
'lick cell &!9, hold down the Shift ke", and press the 2own arrow ke" four times. ,he range of cells from &!9 to &%! .referred to as &!95&%!/ is selected.
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'lick cell A!, t"pe Sales- and press Enter. ,he text is entered into cell A!, and A% becomes the acti*e cell. 'lick cell A4, t"pe .a/ins, and press Enter. 'ell A4 contains the word Cabins, and the acti*e cell mo*es to A:.
,"pe .ondos, and press Enter. ,he word Condos is entered into cell A:.
Character
E - or 8 9 F G ; . , E or e
Used To
%ndicate a positi"e "alue %ndicate a negati"e "alue %ndicate a currency "alue %ndicate a percentage %ndicate a fraction %ndicate a decimal "alue /eparate the digits of the entry 7isplay the entry in scientific 8exponential9 notation
%f you start an entry with a plus sign to indicate a positi"e number, Excel ignores the sign. %f you type parentheses to indicate a negati"e number, the number appears with a minus sign. %f you include a dollar sign, a percent sign, a forward slash, a comma, or an exponential symbol, the program automatically assigns a numeric format to the entry. 1y default, a numeric entry appears right-=ustified in a cell. %f the entry is longer than the defined width of the cell, it appears in scientific notation, as pound signs 8HHHH9, or rounded. %nternally, howe"er, Excel stores all numbers as originally entered.
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'lick cell 4, t"pe &2*&*, and press Enter. ,he number is entered in cell 4, and : becomes the acti*e cell. ,"pe +23&(, and press Enter. ,he number is entered in cell :, and 6 becomes the acti*e cell. (eep this file open for the next exercise.
,o change the default date format of "our computer, click Start, point to 'ontrol Panel, click 2ate, ,ime, =anguage and -egional Options, click 'hange the format of numbers, dates, and times, click the 'ustomi+e button, select the 2ate tab, and select a format on the Short 2ate &ormat list.
1y default, a date entry appears right-=ustified in a cell. #fter you type and enter a date into a cell, Excel might reformat the date and express it in a different way. he way in which a date is represented in a cell is initially based on your computer$s default date setting. ,ou will learn how to choose date formats, including the four-digit year options, in the next lesson. %n this exercise, you enter dates in a worksheet.
1 'lick cell !, t"pe 0an"ar1 2,,&, and press ,ab. Excel abbre*iates the date to Jan-04, and '! becomes the acti*e cell. ,"pe !e/ 2,,&, and press ,ab. Excel uses the same date formatting as abo*e, and Feb-04 is entered in cell '!. 2! is now the acti*e cell. (eep this file open for the next exercise.
Entering a
ange of #ata
o enter data in an indi"idual cell, you type the data, and then press Enter. -hen you ha"e se"eral consecuti"e entries to make, you can select the range first to enter the data more quickly. %n this exercise, you enter more sales figures in your worksheet.
1 'lick cell '4, drag to cell 2:, and release the mouse button. 'ells '4, ':, 24, and 2: are selected.
,"pe 3+)(*, and press Enter. ,he number is entered into cell '4, and ': becomes the acti*e cell. ,"pe +,&2(, and press Enter. ,he number is entered into cell ':, and 24 becomes the acti*e cell. ,"pe &'122, and press Enter. ,he number is entered into cell 24, and 2: becomes the acti*e cell.
When entering text into a range of cells, "ou can press ,ab to mo*e from cell to cell hori+ontall" and Enter to mo*e from cell to cell *erticall". When "ou reach the end of a column within a range, pressing Enter will take "ou to the cell at the top of the next column in the range.
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,"pe *)&,+, and press Enter. ,he number is entered, and cell '4 becomes the acti*e cell. (eep this file open for the next exercise.
'lick cell 4, position the mouse pointer between % and > in the &ormula bar, and click. Edit mode is acti*ated, and the insertion point appears as an #?beam. Press ackspace, t"pe (, and press Enter. 'ell 4 now contains the entr" :8>:>. 'lick cell ':, t"pe +2313, and press Enter. 'ell ': now contains the entr" @%4!4.
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'lick cell '4, t"pe ('&'2, and click the 'ancel button on the &ormula bar. ,he data entr" is cancelled and the original *alue is restored. (eep this file open for the next exercise.
%n this exercise, you "iew two worksheets within the same workbook.
-ight?click a sheet tab to displa" a shortcut menu that allows "ou to, among other options, insert or delete worksheets.
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'lick the Sheet% tab at the bottom of the workbook window. Sheet% and its contents appear. ,he worksheet is blank. 'lick the Sheet! tab at the bottom of the workbook window. Sheet! and its contents reappear. (eep this file open for the next exercise.
,ou can also use the controls in the /a"e #s dialog box to specify a different format for the new file. +or example, you might need to sa"e an Excel file in a different format so that you can share the file with another person who uses a different spreadsheet program, or e"en for use in a non-spreadsheet program. %n this exercise, you sa"e your workbook into a folder you create from within Excel. ,ou also sa"e the workbook as a (otus file. 8(otus is another spreadsheet program.9
1 On the &ile menu, click Sa*e As. Excel displa"s the Sa*e As dialog box. ,he files and folders that appear in this dialog box will depend on the folder that was last used to sa*e a workbook on "our computer.
,he Places bar in the Open and Sa*e As dialog boxes gi*es "ou con*enient access to files stored in "our M" 2ocuments folder, in "our &a*orites folder, and on "our desktop. ,he 7istor" folder on the Places bar also pro*ides eas" access to recentl" opened workbooks.
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'lick the Sa*e #n down arrow, and click the icon for "our local hard disk .probabl" dri*e '/. 2ouble?click the 'omputer &undamentals Practice folder. 'lick the 'reate $ew &older button in the dialog box. ,he $ew &older dialog box appears. ,"pe 2,,& Sales, and click O(. ,he $ew &older dialog box closes and the Sa*e As dialog box displa"s the %AA: Sales folder. ,he name ook! appears in the &ile name text box because ook! is the open file. Select the text in the &ile name text box, t"pe Lodging Sales- and then click Sa*e. ,he file is named and sa*ed. On the file menu, click Sa*e As. #n the Sa*e As dialog box, click the down arrow in the Sa*e as t"pe text box. Scroll and select the W(:.!?%?4/.B.wk:/ option.
<ou can also create folders using Windows Explorer. <ou don)t ha*e to create them within Excel.
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'lick Sa*e. <our file is now sa*ed with the same name but as a =otus spreadsheet so it has a different file name extension. 'lose the workbook, but lea*e Excel open.
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'pening a Workbook
#fter you sa"e an Excel workbook, you can reopen it at any time to re"iew its contents and make changes. Excel keeps track of the last four workbooks you opened and places their file names at the bottom of the +ile menu. o open a file that$s not on this list, you begin by displaying the .pen dialog box. %n this exercise, you display the .pen dialog box, open an existing workbook, and then close the workbook.
1 2 On the Standard toolbar, click the Open button. ,he Open dialog box appears. 'lick the =ook in down arrow, click the icon for "our hard disk, and double?click the 'omputer &undamentals Practice folder. ,he contents of the 'omputer &undamentals Practice folder appear in the Open dialog box.
<ou can also displa" the Open dialog box b" clicking Open on the &ile menu.
<ou can also open a file b" double?clicking the Excel icon next to the file name in the Open dialog box.
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2ouble?click the Part #C folder, then the =essonA! folder. ,he names of the files stored in the =essonA! folder appear. 'lick the Emplo"ee #nformation file, and click Open. ,he Open dialog box closes and the Emplo"ee #nformation file appears. On the &ile menu, click 'lose. Excel closes the Emplo"ee #nformation workbook. 'lick &ile on the menu bar. Excel displa"s a list of recentl" opened workbooks at the bottom of the &ile menu.
#f "ou open an existing workbook, Excel closes the blank ook! workbook that appeared when "ou started the program.
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On the &ile menu, click Emplo"ee #nformation. ,he file opens. (eep this file open for the next exercise.
enaming a Worksheet
1y default, the worksheets in each Excel workbook are named /heet*, /heet5, and /heet:. Oust as gi"ing a unique name to your workbook helps you remember what is in it, renaming a worksheet can remind you of its contents. %n this exercise, you gi"e a worksheet a different name.
1 2 2ouble?click the Sheet! sheet tab. Sheet1 is selected within the tab. ,"pe 2irector1, and press Enter. Directory appears in the sheet tab. (eep this file open for the next exercise.
<ou can also rename a worksheet b" right?clicking the sheet tab and then clicking -ename.
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Commands a"ailable in the &rint &re"iew window appear as buttons across the top of the window. he current page number and total number of pages in the worksheet appear in the bottom-left corner of the window. -hen you$re ready to print, you can decide to print the entire workbook, a single sheet in a workbook, or =ust a selected range of data. ,ou can select the range of cells you want to print before displaying the &rint dialog box, or you can specify the range you want to print in the &rint dialog box. %n this exercise, you pre"iew and print the current worksheet.
1 2 3 & ' ( ) 'lick the Print Pre*iew button on the Standard toolbar. ,he file appears in the Print Pre*iew window. 'lick an"where in the worksheet. ,he +oom factor is increased, and the pre*iew is enlarged. 'lick an"where in the worksheet again. ,he +oom factor is decreased, and the pre*iew is reduced. 'lick the 'lose button on the Print Pre*iew toolbar. ,he Print Pre*iew window closes. On the &ile menu, click Print. ,he Print dialog box appears. 'lick O(. ,he current worksheet is printed. 'lick the Sa*e button on the Standard toolbar. ,he worksheet is sa*ed using the current name. (eep this file open for the next exercise.
,o print a file from the Print Pre*iew window, click Print on the Print Pre*iew toolbar to displa" the Print dialog box.
,ou can remo"e a workbook from the window by closing the workbook or by quitting Excel. Closing the current workbook lea"es Excel running, while closing quits the Excel program. #fter a workbook is sa"ed on your hard disk, you can clear it from the screen by closing the workbook window. %f the workbook has not been sa"ed, Excel will prompt you to sa"e it before closing the window. -hen you ha"e finished using Excel, you need to close it using Excel commands. 2e"er turn off your computer while a program is running. %n this exercise, you close a workbook and quit Excel.
1 'lick the 'lose button in the top?right corner of the workbook window. ,he workbook closes. 'lick the 'lose button in the top?right corner of the Excel window. Excel closes.
,o close all open workbooks at once, hold down the Shift ke", and then click 'lose All on the &ile menu.
*esson Wrap+Up
%n this lesson, you learned how to na"igate in Excel and how to select cells, rows, and columns. ,ou also learned how to enter and edit text in cells> how to switch among different worksheets> how to sa"e, open, and close workbooks> and how to rename and print different worksheets in a workbook. %f you are continuing to other lessons6
P -estart Excel.
)uick )ui,
1 2 3 & ' ( ) * + 7ow can "ou select all cells in a worksheet simultaneousl"D 7ow can "ou open an existing workbookD What is the easiest wa" to enter data in a range of cellsD 7ow can "ou rename a worksheetD 7ow can "ou close all open workbooks at onceD What are two wa"s to select a range of cellsD 7ow can "ou select nonad;acent ranges of cellsD What)s the difference between clicking $ew on the &ile menu, and clicking the $ew buttonD What are three characters that can)t be used in the name of a workbookD
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1, 11 12 13
What information does the $ame ox displa"D What are two wa"s to put Excel in Edit modeD 7ow can "ou mo*e between worksheetsD What is one reason for displa"ing a worksheet in the Print Pre*iew windowD
important
<ou must complete Exercise ! to continue to Exercise %. ut "ou ma" do Exercises 4?6 without first doing Exercise !.
Exercise 23 Click cell C:, and use the +ormula bar to change the number in the cell. <ename /heet* as MyFirstSheet. /elect column 1, and then select row A. /imultaneously select the ranges 1*675 and 1A67Q. &re"iew your worksheet, print it, and sa"e it. Exercise 33 %n this lesson we discussed the fact that Excel pro"ides a number of pre-designed templates for your use. .pen the (oan #mortization template 8in the /preadsheet /olutions templates9 and gi"e a brief description of its purpose. Enter data into the worksheet to explore how the spreadsheet works. ?ow would a template like this be useful to youM Exercise &3 ,ou may ha"e noticed in the 2ew from template section of the 2ew -orksheet task pane that there are two sources of templates other than those that ha"e been installed on your computer with the Excel application. .ne is -eb sites that you may learn of and the other is Microsoft$s -eb site. %f you ha"e %nternet access, click the emplates of Microsoft.com option and explore the templates a"ailable there. 8Hint ,ou may wish to explore the templates that deal with your personal interests and hobbies.9 Exercise '3 %n this lesson we learned how to select a range of cells. 3se the #sk # 0uestion box to find out how to deselect some portion in a range without deselecting the entire range and reselecting the desired cells.