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Layout

Posted by Muhammad Atif Saeed | Friday, 6 January 2012 | Posted in

Split a Worksheet
You can split a worksheet into multiple resizable panes for easier viewing of parts of a worksheet. To split a worksheet:
  • Select any cell in center of the worksheet you want to split
  • Click the Split button on the View tab
  • Notice the split in the screen, you can manipulate each part separately
Split Screen Button
Freeze Rows and Columns
You can select a particular portion of a worksheet to stay static while you work on other parts of the sheet.  This is accomplished through the Freeze Rows and Columns Function.  To Freeze a row or column:
  • Click the Freeze Panes button on the View tab
  • Either select a section to be frozen or click the defaults of top row or left column
  • To unfreeze, click the Freeze Panes button
  • Click Unfreeze
Freeze Panes Drop Down Menu
Hide Worksheets
To hide a worksheet:
  • Select the tab of the sheet you wish to hide
  • Right-click on the tab
  • Click Hide
Hide Sheet Drop Down Menu
To unhide a worksheet:
  • Right-click on any worksheet tab
  • Click Unhide
  • Choose the worksheet to unhide
Unhide Sheet Drop Down

Page Properties and Printing

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Set Print Titles
The print titles function allows you to repeat the column and row headings at the beginning of each new page to make reading a multiple page sheet easier to read when printed.  To Print Titles:
  • Click the Page Layout tab on the Ribbon
  • Click the Print Titles button
  • In the Print Titles section, click the box to select the rows/columns to be repeated
  • Select the row or column
  • Click the Select Row/Column Button
  • Click OK
Print Titles Drop Down
Create a Header or Footer
To create a header or footer:
  • Click the Header & Footer button on the Insert tab
  • This will display the Header & Footer Design Tools Tab
  • To switch between the Header and Footer, click the Go to Header or Go to Footer button
Header and Footer Design Tab
  • To insert text, enter the text in the header or footer
  • To enter preprogrammed data such as page numbers, date, time, file name or sheet name, click the appropriate button
  • To change the location of data, click the desired cell
Header Sample
Set Page Margins
To set the page margins:
  • Click the Margins button on the Page Layout tab
  • Select one of the give choices, or
Margins Drop Down Menu
  • Click Custom Margins
  • Complete the boxes to set margins
  • Click Ok
Custom Margins Dialog Box
Change Page Orientation
To change the page orientation from portrait to landscape:
  • Click the Orientation button on the Page Layout tab
  • Choose Portrait or Landscape
Orientation Button
Set Page Breaks
You can manually set up page breaks in a worksheet for ease of reading when the sheet is printed.  To set a page break:
  • Click the Breaks button on the Page Layout tab
  • Click Insert Page Break
Breaks Button
Print a Range
There may be times when you only want to print a portion of a worksheet.  This is easily done through the Print Range function.  To print a range:
  • Select the area to be printed
  • Click the Print Area button on the Page Layout tab
  • Click Select Print Area
Print Areas Button

Sort and Filter

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Sorting and Filtering allow you to manipulate data in a worksheet based on given set of criteria.
Basic Sorts
To execute a basic descending or ascending sort based on one column:
  • Highlight the cells that will be sorted
  • Click the Sort & Filter button on the Home tab
  • Click the Sort Ascending (A-Z) button or Sort Descending (Z-A) button
Sort and Filter Drop Down Menu
Custom Sorts
To sort on the basis of more than one column:
  • Click the Sort & Filter button on the Home tab
  • Choose which column you want to sort by first
  • Click Add Level
  • Choose the next column you want to sort
  • Click OK
Custom Sort Dialog Box
Filtering
Filtering allows you to display only data that meets certain criteria. To filter:
  • Click the column or columns that contain the data you wish to filter
  • On the Home tab, click on Sort & Filter
  • Click  Filter button
  • Click the Arrow at the bottom of the first cell
  • Click the Text Filter
  • Click the Words you wish to Filter
Filter Dialog Box
  • To clear the filter click the Sort & Filter button
  • Click Clear
Clear Filter Drop Down

Excel Formulas

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Excel Formulas
A formula is a set of mathematical instructions that can be used in Excel to perform calculations.  Formals are started in the formula box with an = sign.
Formula Bar with Equal Sign in it
There are many elements to and excel formula.
References:  The cell or range of cells that you want to use in your calculation
Operators:  Symbols (+, -, *, /, etc.) that specify the calculation to be performed
Constants:  Numbers or text values that do not change
Functions:  Predefined formulas in Excel
To create a basic formula in Excel:
  • Select the cell for the formula
  • Type = (the equal sign) and the formula
  • Click Enter
Formula bar with simple equation
Calculate with Functions
A function is a built in formula in Excel.  A function has a name and arguments (the mathematical function) in parentheses.  Common functions in Excel:
Sum:  Adds all cells in the argument
Average:  Calculates the average of the cells in the argument
Min:  Finds the minimum value
Max:  Finds the maximum value
Count:  Finds the number of cells that contain a numerical value within a range of the argument
To calculate a function:
  • Click the cell where you want the function applied
  • Click the Insert Function button
  • Choose the function
  • Click OK
Insert Function Button
  • Complete the Number 1 box with the first cell in the range that you want calculated
  • Complete the Number 2 box with the last cell in the range that you want calculated
Function Argument Dialog Box
Function Library
The function library is a large group of functions on the Formula Tab of the Ribbon.  These functions include:
AutoSum:  Easily calculates the sum of a range
Recently Used:  All recently used functions
Financial: Accrued interest, cash flow return rates and additional financial functions
Logical: And, If, True, False, etc.
Text: Text based functions
Date & Time: Functions calculated on date and time
Math & Trig:  Mathematical Functions
Function Library Group
Relative, Absolute and Mixed References
Calling cells by just their column and row labels (such as "A1") is called relative referencing. When a formula contains relative referencing and it is copied from one cell to another, Excel does not create an exact copy of the formula. It will change cell addresses relative to the row and column they are moved to. For example, if a simple addition formula in cell C1 "=(A1+B1)" is copied to cell C2, the formula would change to "=(A2+B2)" to reflect the new row. To prevent this change, cells must be called by absolute referencing and this is accomplished by placing dollar signs "$" within the cell addresses in the formula. Continuing the previous example, the formula in cell C1 would read "=($A$1+$B$1)" if the value of cell C2 should be the sum of cells A1 and B1. Both the column and row of both cells are absolute and will not change when copied. Mixed referencing can also be used where only the row OR column fixed. For example, in the formula "=(A$1+$B2)", the row of cell A1 is fixed and the column of cell B2 is fixed.
Linking Worksheets
You may want to use the value from a cell in another worksheet within the same workbook in a formula. For example, the value of cell A1 in the current worksheet and cell A2 in the second worksheet can be added using the format "sheetname!celladdress". The formula for this example would be "=A1+Sheet2!A2" where the value of cell A1 in the current worksheet is added to the value of cell A2 in the worksheet named "Sheet2".

Modifying a Worksheet

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Insert Cells, Rows, and Columns
To insert cells, rows, and columns in Excel:
  • Place the cursor in the row below where you want the new row, or in the column to the left of where you want the new column
  • Click the Insert button on the Cells group of the Home tab
  • Click the appropriate choice: Cell, Row,  or Column
Insert Drop Down Menu 
Delete Cells, Rows and Columns
To delete cells, rows, and columns:
  • Place the cursor in the cell, row, or column that you want to delete
  • Click the Delete button on the Cells group of the Home tab
  • Click the appropriate choice:  Cell, Row, or Column
Delete Drop Down Menu
Find and Replace
To find data or find and replace data:
  • Click the Find & Select button on the Editing group of the Home tab
  • Choose Find or Replace
  • Complete the Find What text box
  • Click on Options for more search options
Find and Replace Dialog Box
Go To Command
The Go To command takes you to a specific cell either by cell reference (the Column Letter and the Row Number) or cell name. 
  • Click the Find & Select button on the Editing group of the Home tab
  • Click Go To
Go To Drop Down
Spell Check
To check the spelling:
  • On the Review tab click the Spelling button
Spelling Button

Manuplating the Data in Microsoft Excel

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Excel allows you to move, copy, and paste cells and cell content through cutting and pasting and copying and pasting.
Select Data
To select a cell or data to be copied or cut:
  • Click the cell
Select Single Cell
  • Click and drag the cursor to select many cells in a range
Select Range of Cells
Select a Row or Column
To select a row or column click on the row or column header.
Select Row
Copy and Paste
To copy and paste data:
  • Select the cell(s) that you wish to copy
  • On the Clipboard group of the Home tab, click Copy
Copy Button
  • Select the cell(s) where you would like to copy the data
  • On the Clipboard group of the Home tab, click Paste
Paste Button
Cut and Paste
To cut and paste data:
  • Select the cell(s) that you wish to copy
  • On the Clipboard group of the Home tab, click Cut
Cut Button
  • Select the cell(s) where you would like to copy the data
  • On the Clipboard group of the Home tab, click Paste
Undo and Redo
To undo or redo your most recent actions:
  • On the Quick Access Toolbar
  • Click Undo or Redo
Undo Redo on Quick Access Toolbar
Auto Fill
The Auto Fill feature fills  cell data or series of data in a worksheet into a selected range of cells. If you want the same data copied into the other cells, you only need to complete one cell.  If you want to have a series of data (for example, days of the week) fill in the first two cells in the series and then use the auto fill feature. To use the Auto Fill feature:
  • Click the Fill Handle
  • Drag the Fill Handle to complete the cells
Fill Handle

Create a Workbook

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Create a Workbook
To create a new Workbook:
  • Click the Microsoft Office Toolbar
  • Click New
  • Choose Blank Document
New Workbook
If you want to create a new document from a template, explore the templates and choose one that fits your needs.
Template Menu
Save a Workbook
When you save a workbook, you have two choices: Save or Save As.
To save a document:
  • Click the Microsoft Office Button
  • Click Save
Save Menu
You may need to use the Save As feature when you need to save a workbook under a different name or to save it for earlier versions of Excel.  Remember that older versions of Excel will not be able to open an Excel 2007 worksheet unless you save it as an Excel 97-2003 Format. To use the Save As feature:
  • Click the Microsoft Office Button
  • Click Save As
  • Type in the name for the Workbook
  • In the Save as Type box, choose Excel 97-2003 Workbook
Save As Dialog Box
Open a Workbook
To open an existing workbook:
  • Click the Microsoft Office Button
  • Click Open
  • Browse to the workbook
  • Click the title of the workbook
  • Click Open
Open Workbook Menu
Entering Data
There are different ways to enter data in Excel:  in an active cell or in the formula bar.
To enter data in an active cell:
  • Click in the cell where you want the data
  • Begin typing
Enter Data Sample

To enter data into the formula bar
  • Click the cell where you would like the data
  • Place the cursor in the Formula Bar
  • Type in the data
Entering Data in the Formula Bar

Customise Microsoft Excel

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Excel 2007 offers a wide range of customizable options that allow you to make Excel work the best for you.  To access these customizable options:
  • Click the Office Button
  • Click Excel Options
Excel Options Menu  
Popular
These features allow you to personalize your work environment with the mini toolbar, color schemes, default options for new workbooks, customize sort and fill sequences user name and allow you to access the Live Preview feature.  The Live Preview feature allows you to preview the results of applying design and formatting changes without actually applying it.
Popular Customize Items
Formulas
This feature allows you to modify calculation options, working with formulas, error checking, and error checking rules.
Formula Options
Proofing
This feature allows you personalize how word corrects and formats your text. You can customize auto correction settings and have word ignore certain words or errors in a document through the Custom Dictionaries.
Proofing Options
Save
This feature allows you personalize how your workbook is saved.  You can specify how often you want auto save to run and where you want the workbooks saved.
Save Options
Advanced
This feature allows you to specify options for editing, copying, pasting, printing, displaying, formulas, calculations, and other general settings.
Advanced Options
Customize
Customize allows you to add features to the Quick Access Toolbar.  If there are tools that you are utilizing frequently, you may want to add these to the Quick Access Toolbar.
Customize Options

Start Microsoft Excel

Posted by Muhammad Atif Saeed | | Posted in

Getting started with Excel 2007 you will notice that there are many similar features to previous versions.  You will also notice that there are many new features that you’ll be able to utilize.  There are three features that you should remember as you work within Excel 2007:  the Microsoft Office Button, the Quick Access Toolbar, and the Ribbon.  The function of these features will be more fully explored below.
Excel Window
Spreadsheets
A spreadsheet is an electronic document that stores various types of data.  There are vertical columns and horizontal rows.  A cell is where the column and row intersect.  A cell can contain data and can be used in calculations of data within the spreadsheet.  An Excel spreadsheet can contain workbooks and worksheets.  The workbook is the holder for related worksheets.
Microsoft Office Button
The Microsoft Office Button performs many of the functions that were located in the File menu of older versions of Excel.  This button allows you to create a new workbook, Open an existing workbook, save and save as, print, send, or close.
Microsoft Office Button
Ribbon
The ribbon is the panel at the top portion of the document   It has seven tabs:  Home, Insert, Page Layouts, Formulas, Data, Review, and View.  Each tab is divided into groups.  The groups are logical collections of features designed to perform function that you will utilize in developing or editing your Excel spreadsheets. 

Excel Ribbon
Commonly utilized features are displayed on the Ribbon.  To view additional features within each group, click the arrow at the bottom right corner of each group.
Additional Group Menu Items
Home:  Clipboard, Fonts, Alignment, Number, Styles, Cells, Editing
Insert: Tables, Illustrations, Charts, Links, Text
Page Layouts: Themes, Page Setup, Scale to Fit, Sheet Options, Arrange
Formulas: Function Library, Defined Names, Formula Auditing, Calculation
Data:  Get External Data, Connections, Sort & Filter, Data Tools, Outline
Review:  Proofing, Comments, Changes
View: Workbook Views, Show/Hide, Zoom, Window, Macros
Quick Access Toolbar
The quick access toolbar is a customizable toolbar that contains commands that you may want to use.  You can place the quick access toolbar above or below the ribbon.  To change the location of the quick access toolbar, click on the arrow at the end of the toolbar and click Show Below the Ribbon.
Quick Access Toolbar Drop Down Menu
You can also add items to the quick access toolbar.  Right click on any item in the Office Button or the Ribbon and click Add to Quick Access Toolbar and a shortcut will be added.
Customize Quick Access Toolbar

Mini Toolbar
A new feature in Office 2007 is the Mini Toolbar.  This is a floating toolbar that is displayed when you select text or right-click text.  It displays common formatting tools, such as Bold, Italics, Fonts, Font Size and Font Color.

Mini Toolbar

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I am doing ACMA from Institute of Cost and Management Accountants Pakistan (Islamabad). Computer and Accounting are my favorite subjects contact Information: +923347787272 atifsaeedicmap@gmail.com atifsaeed_icmap@hotmail.com
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