Excel 2007
Excel 2007
Excel 2007
Excel 2007
Setting Up Your Excel Environment
Introduction
Before you begin creating spreadsheets in
Excel, you may want to set up your Excel
environment and become familiar with a
few key tasks and features, like how to
minimize and maximize the Ribbon,
configure the Quick Access toolbar, switch
page views, and access your Excel options.
Irfan Shafique
Page 1
Left-click the slider, and drag it to the left to zoom out and to the
right to zoom in.
Irfan Shafique
Page 2
Locate the Page View options in the bottom-right corner. Options are
Normal, Page Layout, and Page Break.
Select the command you wish to add from the drop-down list. It will
appear in the Quick Access toolbar.
Irfan Shafique
Page 3
OR
Select More Commands from the menu, and a dialog box appears.
Click OK.
The Save, Undo, and Redo commands appear by default in the Quick Access toolbar.
You may wish to add other commands to make using specific Excel features more
convenient for you.
To maximize the Ribbon, click the arrow again, then select Minimize the
Ribbon to toggle the feature off.
Irfan Shafique
Page 4
You can also minimize and maximize the Ribbon by right-clicking anywhere in the main
menu and selecting Minimize the Ribbon in the menu that appears.
The new, tabbed Ribbon system replaces traditional menus in Excel 2007. It is
designed to be easy to use and responsive to your current task; however, you can
choose to minimize the Ribbon if you would prefer to use different menus or
keyboard shortcuts.
Irfan Shafique
Page 5
Irfan Shafique
Page 6
Click OK.
As you learn more about Excel and become proficient at using it, you may want to
modify some of the settings. As a beginning user, it is usually best to leave the
default settings.
Excel 2007
Irfan Shafique
Page 7
Starting a Workbook
You will need to know how to insert text and
numbers into Excel workbooks to be able to use it to
calculate, analyze, and organize data. In this lesson,
you will learn how to create a new workbook, insert
and delete text, navigate a worksheet, and save an
Excel workbook.
Select New. The New Workbook dialog box opens, and Blank Workbook is
highlighted by default.
Irfan Shafique
Page 8
When you first open Excel, the software opens to a new blank workbook.
To insert text:
Enter text into the cell using your keyboard. The text appears in the cell
and in the formula bar.
Irfan Shafique
Page 9
Cell addresses
Each cell has a name, or a cell address, based on the column and row where it is located. For
example, this cell is C3 because it is where column C and row 3 intersect.
You can also select multiple cells at the same time. A group of cells is known as a cell range.
Rather than a single cell address, you will refer to a cell range using the cell addresses of the
first and last cells in the cell range, separated by a colon. For example, a cell range that
included cells A1, A2, A3, A4, and A5 would be written as A1:A5.
Press the Backspace key on your keyboard to delete text and make a
correction.
Irfan Shafique
Page 10
Press the Tab key to move to the right of the selected cell.
Press the Shift key then the Tab key to move to the left of the selected
cell.
Use the Page Up and Page Down keys to navigate the worksheet.
Save As allows you to name the file and choose a location to save
the spreadsheet. Choose Save As if you'd like to save the file for
the first time or if you'd like to save the file as a different name.
Irfan Shafique
Page 11
You can save a workbook in many ways, but the two most common ones are as an
Excel Workbook, which saves it with a 2007 file extension, and as an Excel 97-2003
Workbook, which saves the file in a compatible format so people who have earlier
versions of Excel can open the file.
Compatibility mode
Sometimes you may need to work with workbooks that were created in earlier versions of
Microsoft Excel, such as Excel 2003 or Excel 2000. When you open these kinds of
workbooks, they will appear in Compatibility mode.
Compatibility mode disables certain features, so you'll only be able to access commands
found in the program that was used to create the workbook. For example, if you open a
workbook created in Excel 2003, you can only use tabs and commands found in Excel 2003.
Irfan Shafique
Page 12
Select Save As
Excel Workbook.
Excel 2007
Modifying Columns, Rows, and Cells
Introduction
When you open a new blank workbook, the cells, columns, and rows
are set to a default size. You have the ability to change the size of
Irfan Shafique
Page 13
Position the cursor over the column line in the column heading, and a
double arrow will appear.
Left-click the mouse, then drag the cursor to the right to increase the
column width or to the left to decrease the column width.
Left-click the column heading of a column you'd like to modify. The entire
column will appear highlighted.
Irfan Shafique
Page 14
Click the Format command in the Cells group on the Home tab. A menu
will appear.
Irfan Shafique
Page 15
Select AutoFit Column Width to adjust the column so all of the text will
fit.
If you see pound signs (#######) in a cell, it means that the column is not wide
enough to display the cell content. Simply increase the column width to show the
cell content.
Position the cursor over the row line you want to modify, and a double
arrow will appear.
Left-click the mouse, then drag the cursor upward to decrease the row
height or downward to increase the row height.
Click the Format command in the Cells group on the Home tab. A menu
will appear.
Irfan Shafique
Page 16
Select AutoFit Row Height to adjust the row so all of the text will fit.
To insert rows:
Select the row below where you want the new row to appear.
Click the Insert command in the Cells group on the Home tab. The row
will appear.
Page 17
To insert columns:
Select the column to the right of where you want the column to appear.
Click the Insert command in the Cells group on the Home tab. The column
will appear.
The new column always appears to the left of the selected column. For example, if
you want to insert a column between September and October, select the October
column, then click the Insert command.
Make sure you select the entire column to the right of where you want the new column to
appear and not just the cell. If you select just the cell and then click Insert, only a new cell
will appear.
Click the Delete command in the Cells group on the Home tab.
Excel 2007
Formatting Text
Irfan Shafique
Page 18
Formatting cells
To format text in bold or italics:
Left-click a cell to select it, or drag your cursor over the text in the formula
bar to select it.
You can select entire columns and rows, or specific cells. To select the entire column, just
left-click the column heading, and the entire column will appear as selected. To select
specific cells, just left-click a cell and drag your mouse to select the other cells, then release
the mouse button.
Irfan Shafique
Page 19
As you move over the font list, the Live Preview feature previews the font for you in the
spreadsheet.
Left-click the drop-down arrow next to the Font Size box on the Home
tab.
Left-click the drop-down arrow next to the Text Color command. A color
palette will appear.
Irfan Shafique
Page 20
Select a color.
Click OK.
OR
To add a border:
Click the drop-down arrow next to the Borders command on the Home
tab. A menu will appear with border options.
Irfan Shafique
Page 21
You can change the line style and color of the border.
Select a color.
OR
Irfan Shafique
Page 22
Select a color.
Click OK.
You can use the fill color feature to format columns and rows and format a worksheet so it's
easier to read.
By default, the numbers appear in the General category, which means there is no special
formatting.
In the Number group, you have some other options. For example, you can change the U.S.
dollar sign to another currency format, switch numbers to percents, add commas, and change
the decimal location.
Excel 2007
Creating Simple Formulas
Introduction
Excel can be used to calculate and analyze numerical information; however, you will need to
know how to write formulas to maximize Excel's capabilities. A formula is an equation that
performs a calculation using values in the worksheet. In this lesson, you will learn how to
Irfan Shafique
Page 23
Simple formulas
To create a simple formula that
adds two numbers:
Click the cell where the formula will be defined (C5, for example).
Type the equals sign (=) to let Excel know a formula is being defined.
Type the addition sign (+) to let Excel know that an add operation is to
be performed.
Press Enter, or click the Enter button on the Formula bar to complete
the formula.
If the result of a formula is too large to be displayed in a cell, it may appear as pound
signs (#######) instead of a value. This means that the column is not wide enough to
display the cell content. Simply increase the column width to show the cell content.
Click the cell where the answer will appear (C5, for example).
Type the equals sign (=) to let Excel know a formula is being defined.
Type the cell number that contains the first number to be added (C3, for
example).
Irfan Shafique
Page 24
Type the addition sign (+) to let Excel know that an add operation is to
be performed.
Type the cell address that contains the second number to be added (C4,
for example).
Press Enter, or click the Enter button on the Formula bar to complete
the formula.
Click the cell where the answer will appear (C30, for example).
Type the equals sign (=) to let Excel know a formula is being defined.
Click on the first cell to be included in the formula (C5, for example).
Type the subtraction sign (-) to let Excel know that a subtraction
operation is to be performed.
Press Enter, or click the Enter button on the Formula bar to complete
the formula.
Irfan Shafique
Page 25
Select the cell where the answer will appear (E32, for example).
Type the equals sign (=) to let Excel know a formula is being defined.
Click on the first cell to be included in the formula (C9, for example), or
type a number.
Type the multiplication symbol (*) by pressing the Shift key and then the
number 8 key. The operator displays in the cell and Formula bar.
Click on the next cell in the formula or type a number (12, for example).
Press Enter, or click the Enter button on the Formula bar to complete
the formula.
Irfan Shafique
Page 26
Type the equals sign (=) to let Excel know a formula is being defined.
Type a division symbol. The operator displays in the cell and Formula bar.
Press Enter, or click the Enter button on the Formula bar to complete
the formula.
When a cell address is used as part of a formula, this is called a cell reference. It is called a
cell reference because instead of entering specific numbers into a formula, the cell address
refers to a specific cell. The following example uses cell references in the formula in C30.
Irfan Shafique
Page 27
Excel 2007
Working with Cells
Introduction
It is important to know how to move information from
one cell to another in Excel. Learning the various ways
will save you time and make working with Excel easier.
Certain methods are more appropriate, depending on
how much information you need to move and where it
will reside on the spreadsheet. In this lesson, you will
learn how to cut, copy, and paste, as well as how to
drag and drop information.
Click the Copy command in the Clipboard group on the Home tab. The
border of the selected cells will change appearance.
Irfan Shafique
Page 28
Select the cell or cells where you want to paste the information.
Click the Paste command. The copied information will now appear in the
new cells.
To select more than one adjoining cell, left-click one of the cells, drag the cursor until all of
the cells are selected, and release the mouse button.
The copied cell will stay selected until you perform your next task, or you can double-click
the cell to deselect it.
Irfan Shafique
Page 29
Click the Cut command in the Clipboard group on the Home tab. The
border of the selected cells will change appearance.
Select the cell or cells where you want to paste the information.
Click the Paste command. The cut information will be removed from the
original cells and now appear in the new cells.
The keyboard shortcut for Paste is the Control Key and the V key.
Irfan Shafique
Page 30
Position your mouse pointer near one of the outside edges of the
selected cells. The mouse pointer changes from a large, white cross to a
black cross with four arrows.
Left-click, then hold the mouse button and drag the cells to the new
location.
Release the mouse button, and the information appears in the new
location.
Position your cursor over the fill handle until the large white cross
becomes a thin, black cross.
Irfan Shafique
Page 31
Left-click your mouse, then drag it until all of the cells you want to fill are
highlighted.
Release the mouse button, and all of the selected cells are filled with the
information from the original cell.
The fill handle doesn't always copy information from one cell directly into another
cell. Depending on the data entered in the cell, it may fill the data in other ways. For
example, if you have the formula =A1+B1 in cell C1 and use the fill handle to fill the
formula into cell C2, the formula doesn't appear the same in C2 as it does in C1.
Instead of =A1+B1, you will see =A2+B2.
You can use the fill handle to fill cells horizontally or vertically.
Excel 2007
Printing Workbooks
Introduction
In Excel, there are many things you can do to prepare your workbook for
printing. Many of these tasks make it easier to format the spreadsheet for the
printed page.
Irfan Shafique
Page 32
Select Print.
Select Print Preview. The spreadsheet will appear in Print Preview view.
To make previewing your spreadsheet easier, add the Print Preview command to the Quick
Access toolbar.
Irfan Shafique
Page 33
Click the Print Preview command on the Quick Access toolbar, or select
Print Preview from the Microsoft Office button menu. The spreadsheet
opens in Print Preview mode.
Hover your cursor over one of the black margin markers until a double
arrow appears.
Irfan Shafique
Page 34
Left-click and drag the marker to the desired location. The change will be
reflected in the spreadsheet.
To modify margins:
Irfan Shafique
Page 35
Portrait orients the page vertically, while Landscape orients the page horizontally.
Scale to Fit is a useful feature that can help you format spreadsheets to fit on a page.
However, be careful with how small you scale the informationit can become difficult to
read!
Left-click, then drag your mouse to select the cells you wish to print.
Irfan Shafique
Page 36
Now, only the selected cells will print. You can confirm this by viewing the
spreadsheet in Print Preview.
To return to the default setting, which is the entire worksheet, click the Print Area
command, then select Clear Print Area.
To insert a break:
Click Print Preview to confirm that the break appears in the correct place in your spreadsheet.
Click the Print Titles command. The Page Setup dialog box appears.
Irfan Shafique
Page 37
Select the first row in the spreadsheet that you want to appear on each
printed page.
Click OK.
Select Print
Select a printer if you wish to use a printer other than the default setting.
Irfan Shafique
Page 38
Choose whether you want to print specific pages, all of the worksheet, a
selected area, the active sheet, or the entire workbook.
Click OK.
You can select Quick Print to bypass the Print dialog box.
Excel 2007
Creating Complex Formulas
Introduction
Excel is a spreadsheet application and is intended to be used to calculate and analyze
numerical information such as household budgets,
company finances, and inventory. To do this, you need to
understand formulas.
In this lesson, well discuss complex formulas that use
multiple mathematical operators, as well as those that use
absolute and relative references.
Complex formulas
Complex formulas defined
Simple formulas have one mathematical operation. Complex formulas involve more than
one mathematical operation.
Simple formula: =2+2
Complex formula: =2+2*8
To calculate complex formulas correctly, you must perform certain operations before others.
This is defined in the order of operations.
Irfan Shafique
Page 39
A mnemonic that can help you remember this is Please Excuse My Dear Aunt Sally
(P.E.M.D.A.S).
Example 1
Using this order, let's see how the formula 20/(8-4)*8-2 is calculated in the following
breakdown:
Example 2
3+3*2=?
Is the answer 12 or 9? Well, if you calculated in the order in which the numbers appear,
3+3*2, you'd get the wrong answer: 12. You must follow the order of operations to get the
correct answer.
Irfan Shafique
Page 40
Complex formulas
Before moving on, let's explore some more formulas to make sure you understand the order
of operations by which Excel calculates the answer.
4*2/4
4/2*4
4/(2*4)
4-2*4
Irfan Shafique
Page 41
Click the cell where you want the formula result to appear. In this
example, H6.
Type the equals sign (=) to let Excel know a formula is being defined.
Click on the first cell to be included in the formula (G6, for example).
Type the addition sign (+) to let Excel know that an add operation is to
be performed.
Type the next mathematical operator, or the division symbol (/), to let
Excel know a division operation is to be performed.
Click on the third cell to be included in the formula (D6, for example).
Type the addition sign (+) to let Excel know that an add operation is to
be performed.
Irfan Shafique
Page 42
Important: Press Enter, or click the Enter button on the Formula bar.
This step ends the formula.
To show fewer decimal places, you can click the Decrease Decimal place
command on the Home tab.
Irfan Shafique
Page 43
Sometimes when you copy and paste a formula, you don't want one or more cell references to
change. An absolute reference solves this problem. Absolute cell references in a formula
always refer to the same cell or cell range in a formula. If a formula is copied to a different
location, the absolute reference remains the same.
An absolute reference is designated in the formula by the addition of a dollar sign ($). It can
precede the column reference or the row reference, or both. Examples of absolute referencing
include:
Select the cell where you wish to write the formula (in this example, H2).
Type the equals sign (=) to let Excel know a formula is being defined.
Click on the first cell to be included in the formula (F2, for example).
Irfan Shafique
Page 44
Add a $ sign before the C and a $ sign before the 2 to create an absolute
reference.
Copy the formula into H3. The new formula should read =F3*$C$2. The F2
reference changed to F3 because it is a relative reference, but C2
remained constant because you created an absolute reference by inserting
the dollar signs.
When writing a formula, you can press the F4 key on your keyboard to
switch between relative and absolute cell references. This is an easy way
to quickly insert an absolute reference.
Excel 2007
Working with Basic Functions
Irfan Shafique
Page 45