Application of Skills: Microsoft Excel 2013 Tutorial

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1 Application of Skills: Microsoft Excel 2013 Tutorial Throughout this module, you will progress through a series of steps to create a spreadsheet for sales of a club or organization. You will continue to add to this spreadsheet in each of the steps. You should keep a digital and printed copy of the completed spreadsheet for your own records, then submit the digital document for review in STAR-Online. The use of bullets indicate the exact actions you need to perform to complete the module. Red bolded words indicate specific parts of the program you will use to complete the step. Green italicized words indicate exact text or numbers you will type in the document. Green Underlined, italicized words are prompts for you to type individual information in the document. Step 1 Open Excel. Click the Start button in the lower left hand corner of screen. Select All Programs > Microsoft Office > Excel

2 Open new workbook. When Excel is opened, the main Microsoft Excel window is displayed as the Landing Page, with different templates displayed. You can also click the File tab and select New from the list of commonly used templates. 2

3 Step 2 Select cells within the worksheet. Select the entire first column (Column A) by clicking in the gray area containing the letter A at the top of the first column. Select the entire first row (Row 1) by clicking in the gray area containing the number 1 on the left hand side of the worksheet. Click on Cell A1 (a cell is where a column and row intersect) o A line will highlight each side of this cell, making it the Active Cell o Confirm you are in the correct cell by looking in the Name Box Press the Enter key on the keyboard to move the cursor down one row. Your Active Cell is now Cell A2 Press the Tab key on the keyboard to move the cursor over one column. Your Active Cell is now Cell B2 Press the arrow keys to move left, right, up, or down from the Active Cell Click your cursor on any cell to make it the Active Cell Click the down arrow located in the Name box above Columns A and B Type B10 in the field Press the Enter key on your keyboard. Your Active Cell is now Cell B10 3

4 Step 3 Enter labels (text) and values (numbers) in the cells. You can enter text, numbers, and dates in the cells. In Excel, numbers and dates are called values, and text is referred to as a label. By default, numerical values align to the right of the cell and text labels align to the left side. Type Labels Click on Cell B1 Type the label 1 st Quarter Sales Formula Bar Cell B1 Notice that as you type in the cell, the information also appears in the Formula Bar. Press the Tab key and the label will appear in the cell The cursor will move over to Cell C1 4

5 To edit information entered in a cell, select the cell, highlight the information, and retype the data. Press the Enter key on the keyboard to apply your changes to the cell. You can also retype information in the Formula Bar at the top of the page. When you place the cursor into the formula bar, it changes to the shape of an "I". Highlight the text you want to change, retype it, and press the Enter key on the keyboard. In Cell C1 type the label 2 nd Quarter Sales Press the Tab key and the label will appear in the cell The entire label for Cell B1 may not appear now. You will learn to adjust column width and format cells in a later section of this lesson. The cursor will move over to Cell D1 In Cell D1 type the label 3 rd Quarter Sales Press the Tab key In Cell E1 type the label 4 th Quarter Sales Press the Enter key Type Values Click on Cell B2 Type the value 300 Press the Tab key In Cell C2 type the value 525 Press the Tab key In Cell D2 type the value 450 Press the Tab key In Cell E2 type the value 550 Press the Enter key 5

6 Step 4 Copy contents and insert information from clipboard (Paste). Click on Cell B2 In the Home tab, click the Copy button or use Ctrl C The cell will be highlighted by dashed, moving lines, or dancing ants. Click on Cell B3 In the Home tab, click the Paste button or use Ctrl V c If the dancing ants are still highlighted after pasting, press the Esc key to make them disappear. The value of Cell B2 should also be in Cell B3 6

7 Remove contents of cell so it is saved to clipboard (Cut) and insert information from clipboard (Paste). Click on Cell C2 In the Home tab, click the Cut button or use Ctrl X The cell will be highlighted by dashed, moving lines, or dancing ants. Click on Cell B3 In the Home tab, click the Paste button or use Ctrl V Cell C2 should not have a value in it. Copy contents and insert information from clipboard (paste) multiple times. Click back on Cell C2 Type the value 400 Press the Tab key on the keyboard Click on Cell D2 In the Home tab, click the Copy button or use Ctrl C Click on Cell D3 In the Home tab, click the Paste button or use Ctrl V Click on Cell E3 In the Home tab, click the Paste button or use Ctrl V Press the Esc key to deselect the cell with the dancing ants around it 7

8 Step 5 Adjust Column Width. Use Column Width to adjust a column width so entire label appears in the cell. Select Column B Click cursor in the gray area containing the letter B at the top of the column In the Home tab under Cells group, click the Format button Click the Column Width option from the list In the Column Width window, type 15 Click the OK button Select Columns C, D, and E Click cursor in the gray area containing the letter C at the top of the column and drag over to the letter E so all three columns are highlighted in gray. In the Home tab under Cells group, click the Format button Click the Column Width option from the list In the Column Width window, type 15 Click the OK button The columns should expand to show all text in each column heading. 8

9 Format labels. Select Cells B1 through E1 Click on Cell B1 and continue to hold mouse to drag cursor over to Cell E1 so the four cells are highlighted Locate the Font group in the Home tab Click the Bold button Column Heading to bold the In the Size: window, click up down and select 9 Click the down arrow located in the Color: window Click the Red square Now you have Column Headings that are Bolded and Red. 9

10 Justify text to center of cell. Select Cells B1 through E1 Click on Cell B1 and continue to hold the mouse to drag cursor over to Cell E1 so the four cells are highlighted Click on Center button in the Alignment group of the Home tab Step 6 Format values for currency. Select Cells B2 through E3 Click on Cell B2 and continue to hold the mouse to drag cursor over to Cell E2, then down to Cell E3 Click the diagonal arrow in the lower right corner of the Font group, in the Home tab to open the Format cells dialog box In the Format Cells dialog box, click the Number tab Click on Currency in the Category: window Maintain the 2 in the Decimal places: window; use the up and down arrows to place a 2 in the window, if needed. Click the OK button 10

11 Review skills. Click on Cell A2 and type Concessions Click on Cell A3 and type Magazines Apply Bold formatting to Cells A2 and A3 Adjust Column Width using AutoFit Column Width option Select Column A Click cursor in the gray area containing the letter A at the top of column Click the Format button in the Home tab Click the AutoFit Column Width button The column will adjust in length to fit the longest contents of the column. Insert rows and columns in worksheet By default, Excel inserts rows above the location of your cursor and inserts columns to the left of the present cursor location. Click on Cell A1 In the Home tab, click the Insert button Click Insert Sheet Rows Click on Cell A1 again 11

12 In the Home tab, click the Insert button Click Insert Sheet Rows There should now be two empty rows above the row containing the column headings. Click on Cell B1 In the Home tab, click the Insert button Click Insert Sheet Columns There should now be an empty column in B and 1st Quarters Sales has moved to the right to Column C. Delete rows and columns in worksheet. Click on Cell B1 In the Home tab, click the Delete button Click Delete Sheet Columns To delete a row, choose Delete Sheet Rows The column containing 1st Quarter Sales should be to the immediate right of the sale names. 12

13 Step 7 Redo and Undo previous actions When you want to correct an immediate mistake, use the Undo action. Redo the action if you want to go back before the Undo took place. Click the Undo button in the Quick Access Toolbar The extra column between the sale names and 1 st Quarter Sales should return. Click the Redo button in the Quick Access Toolbar The column containing 1st Quarter Sales should be to the immediate right of the sale names again. Enter and format titles and dates. Click on Cell A1 Type your first and last name Underlined, italicized words are prompts for you to type personalized information. Click on Cell A1 to select name again Click the Bold button in the Font group in the Home tab Click the Center Align button in the Alignment group in the Home tab 13

14 Format dates. Click on Cell B1 Type today s date as Month/Day/Year Press the Enter key on the keyboard to enter the date into the cell Click on Cell B1 to select the date again Click the Numbers arrow in the Home tab Click Format Cells at the bottom of the list Click the Number tab, if needed In the Category window, click Date In the Type window, click on 14-Mar option Click the OK button 14

15 Format titles Click on Cell A2 Type Fundraising Efforts for an organization or club of your choice Press the Enter key Select Cells A2 through E2 Click on Cell A2 and continue to hold mouse to drag cursor over to Cell E2 In the alignment group, Click the Merge and Center button in the Alignment group in the Home tab Click the Bold button in the Home tab Click in blank cell on the worksheet to deselect the cell Fill cell and apply borders Click on Cell A2 (which now extends to Column E but is one cell) In the Font group in the Home tab, click on the down arrow to the immediate right of the Fill Color button (paint bucket icon) Click the Yellow square in the Color Palette In the Font group in the Home tab, click on the down arrow to the immediate right of the Font Color button (A icon) Click the Dark Blue square in the Color Palette In the Font group in the Home tab, click on the down arrow to the immediate right of the Borders button (square icon) Click the Outside Borders option Click in blank cell on the worksheet to deselect the cell 15

16 Step 8 Review skills Add more labels and values to expand your worksheet to include two more rows of sales. Add label and change justification to right of cell. Click on Cell A6 Type the label Total Sales Justify the label to align to the Right Insert rows Click on Cell A6 Insert a new row Click on Cell A7 Insert another new row Add Values Click on Cell B6 Type the value 436 Press the Tab key In Cell C6 type the value 500 Press the Tab key In Cell D6 type the value 375 Press the Tab key In Cell E6 type the value 345 Press the Enter key on the keyboard Add more labels Click on Cell A6 Type the label Fruit Click on Cell A7 Type the label T-shirts Click on Cell B7 Type the value 367 Press the Tab key In Cell C7 type the value 789 Press the Tab key In Cell D7 type the value 678 Press the Tab key In Cell E7 type the value 600 Press the Enter key on the keyboard 16

17 Format for currency Select Cells B6 through E7 and format the cells for Currency, if needed. You can use the following method: o Click the down arrow to the immediate right of the General button in the Number group in the Home tab o Click Currency Step 9 Save the workbook. Click the File tab Select Save As, then select Excel Workbook as save type 17

18 In the Save As window, locate the File name: field at the bottom of the screen and type first initial last name sales.xlsx Maintain the.xlsx extension to keep the file an Excel 2010 file. In the Save in: field located at the top of the screen, locate My Documents, your USB Drive, or another Disk Click the Save button Exit Excel Click the Office Button Then click Close in the top left corner of the window Step 10 Open Excel. Click the Start button in the lower left hand corner of screen. Select All Programs > Microsoft Office > Excel 2013 Open a saved worksheet Click the File tab then, click Open Select your first initial last name sales.xlsx file, listed under Recent Workbooks on the right side of the window. 18

19 Step 11 Create formulas Remember, all formulas start with the equal (=) sign. Type an Addition Formula. Click on Cell B8 o Type the formula: = B4+B5+B6+B7 Colored squares should highlight each cell after you type it. o Press the Enter key The result $1, should be in Cell B8 and the formula you typed should be active in the Formula Bar as = B4+B5+B6+B7". Click on Cell C8 o Type the formula: = C4+C5+C6+C7 Colored squares should highlight each cell after you type it. Press the Enter key The result $2, should be in Cell C8 and the formula you typed should be active in the Formula Bar as "= C4+C5+C6+C7" Insert sum functions with a single action (AutoSum) Click on Cell D8 Click the AutoSum Button on the Editing group Or on the Formulas tab By default, Excel wants to add the range of cells above the Active Cell. Confirm that the dancing ants surround the range of Cells D4 through D7 and that the formula =SUM(D4:D7) appears in the cell You can use your cursor to highlight the correct range if the dancing ants do not surround the range of cells needed. Click the AutoSum Button again 19

20 The result $1, should be in Cell D8 and the formula you typed should be active in the Formula Bar as "=SUM(D4:D7)". Click on Cell E8 o Add the Cells E4 through E7 using the AutoSum button The result $1, should be in Cell E8 and the formula you typed should be active in the Formula Bar as "=SUM(E4:E7)". Remove contents of selected cells. Click on Cell B8 through E8 Click the Clear button editing group Click Clear Contents in Home tab in the Step 12 There should be nothing in these cells now. The contents have been removed and cannot be pasted elsewhere. Use AutoSum function and Fill Handle. The easiest way to copy a formula is with the Fill Handle in the lower right corner of the cell. Create your initial formula then position the mouse on the Fill Handle. When the cursor changes to a +, click and drag over the adjacent cells you want to copy the formula. Click on Cell B8 o Add the Cells B4 through B7 using the AutoSum button Place your cursor over the lower right corner of the Cell B8 where a solid black square appears (the Fill Handle). Your cursor will change to a "+" sign. Click and drag your cursor to the right to highlight Cells C8 through E8 with a gray, dashed border. Release your cursor. The Fill Handle adjusts the copied formula to reflect the correct Column and/or Row name for the cell. In addition to the Fill Handle, Excel 2013 has a new Fill button in the Home tab. To use the Fill button: 20

21 Click on Cell B8 containing the AutoSum formula, then hold and drag the cursor to the right to highlight Cells C8 through E8 In the Home tab in the Edit group, click the Fill button Click Right Exactly like the Fill Handle, the Fill button adjusts the copied formula to reflect the correct Column and/or Row name for the cell. Confirm Formulas Click on Cell C8 o Locate the formula in the Formula Bar Notice the formula is =SUM(C4:C7) Click on Cell D8 o Locate the formula in the Formula Bar Notice the formula is =SUM(D4:D7) Click on Cell E8 o Locate the formula in the Formula Bar Notice the formula is =SUM(E4:E7) 21

22 Name selected range of cells Select Cells B4 through E4 o Click on Cell B4 and continue to hold mouse to drag cursor over to Cell E4 In the Formulas tab, click the Define Name button, then click Define Name In the Name: field of the New Name window that appears, type Concessions Click the OK button Select Cells B5 through E5 In the Formulas tab, click the Define Name button, then click Define Name In the Name: field of the New Name window that appears, type Magazines Click the OK button Select Cells B6 through E6 In the Formulas tab, click the Define Name button, then click Define Name In the Name: field of the New Name window that appears, type Fruit Click the OK button Select Cells B7 through E7 In the Formulas tab, click the Define Name button, then click Define Name In the Name: field of the New Name window that appears, type T-shirts Click the OK button Show names Click on the down arrow to the right of the Name Box Select Fruit o The cells associated with the range Fruit are highlighted by a solid black box on the spreadsheet. Click on the down arrow to the right of the Name Box Select Concessions o The cells associated with the range Concessions are highlighted by a solid black box on the spreadsheet. 22

23 Step 13 Type a formula using range names. Click on Cell F4. o Type the formula: =SUM(Concessions) A blue border should highlight Cells B4 through E4 after you type the formula. o Press the Enter key The result $1, (or 1700) should be in Cell F4 and the formula you typed should be active in the Formula Bar as "=SUM(Concessions)". Click on Cell F5. o Type the formula: =SUM(Magazines) A blue border should highlight Cells B5 through E5 after you type the formula. Press the Enter key. The result $1, (or 1725) should be in Cell F5 and the formula you typed should be active in the Formula Bar as "= SUM(Magazines)". Click on Cell F6. o Type the formula: =SUM(Fruit) A blue border should highlight Cells B6 through E6 after you type the formula. o Press the Enter key The result $1, (or 1656) should be in Cell F6 and the formula you typed should be active in the Formula Bar as "=SUM(Fruit)". Click on Cell F7. o Type the formula: =SUM(T-shirts) A blue border should highlight Cells B7 through E7 after you type the formula. Press the Enter key. 23

24 The result $2, (or 2434) should be in Cell F7 and the formula you typed should be active in the Formula Bar as "=SUM(T-shirts)". Format for currency Select Cells F4 through F7 and format the cells for Currency, if needed Type an average formula. This formula will add the contents of Cells B4 through E4 and divide the total by 4 to find the average sales for each item. Click on Cell H4. o Type the formula: =(B4+C4+D4+E4)/4 o Press the Enter key The result 425 should be in Cell H4 and the formula you typed should be active in the Formula Bar as =(B4+C4+D4+E4)/4 Copy the formula from Cell H4 to Cells H5, H6, and H7 using Fill Handle or Fill button in the Formulas tab Step 14 Review skills. Select Cells H4 through H7. o Apply Currency Select Cells A8 through E8. o Apply Bold formatting Select Cells B7 through E7. o Click the down arrow to the right of the Borders button in the Home tab o Click Bottom Border Click on Cell F3 o Type the label Total Item o Press the Enter key Click on Cell H3 o Type the label Average Sales o Press the Enter key Delete Column G 24

25 Average in Sales should now be to the immediate right of Total Item. Adjust Column Width of Column F and G to 14 Click on Cell A2 Click and drag your cursor to the right to highlight Cells F2 and G2 with a gray border. Release your cursor. Click the Merge and Center button twice in the Home tab Type a subtraction formula This formula will subtract the contents of Total Item from the sum of Cells B8 through E8 (or sales from each quarter). Click on Cell H4 o Type the formula: =(B8+C8+D8+E8)-F4 o Press the Enter key The result $5, should be in Cell H4 and the formula you typed should be active in the Formula Bar as "=(B8+C8+D8+E8)-F4". Create an absolute cell reference To maintain cell address even if copied into other cells To correctly copy the subtraction formula entered into Cell H4 into other cells, it must contain absolute cell references. In other words, Cells B8 through E8 must always be added together before each item total can be subtracted from it. If you copied the formula using the Fill Handle or Fill button now, all of the cell names in the formula would change. Adding the $ sign to a formula ensures that the column and row references remain constant, or absolute. Click on Cell H4 In the Formula Bar, edit the current formula by typing a $ in front of each letter (column) and number (row) contained within the ( ) of the formula. The formula should now be: =($B$8+$C$8+$D$8+$E$8)-F4 Press the Enter key The result $5, should have remained in Cell H4, but the formula in the Formula Bar should have changed to "=($B$8+$C$8+$D$8+$E$8)-F4". Copy the formula in Cell H4 to Cells H5, H6, and H7 using Fill Handle or the Fill button in the Formulas tab 25

26 Step 15 Review skills: Adjust Column Width Click on Cell H3 o Type the label Difference from Total Sales o Press the Enter key Click on Cell I3 o Type the label Minimum Value o Press the Enter key Adjust Column Width of Columns H and I using AutoFit Column Width Display list of worksheet functions to create formulas Click on Cell I4 Click the Insert Function button in the Formulas tab In the Insert Function window, click the down arrow for the Or select a category: field. Click Statistical Select and insert function that will return the smallest number (including numbers, logical values, and text) in a range of cells. With the Insert Function window still open, click the down arrow for the Or select a category: field Click Statistical In the Select Function: click MINA Click OK button 26

27 In the Value1 window of the Function Arguments window that appeared, type Concessions Concessions is the range name created in an earlier section. Press the Tab key In the Value2 window, type Magazines Press the Tab key In the Value3 window, type Fruit Press the Tab key In the Value4 window, type Tshirts Click the OK button The result 300 should be in Cell I4 and the formula you typed should be active in the Formula Bar as =MINA(Concessions, Magazines, Fruit, Tshirts) 27

28 Step 16 Merge and Center an expanded title. Click on Cell A2 Click and drag your cursor to the right to highlight Cells I2 with a gray border. Release your cursor. Click the Merge and Center button twice in the Home tab Save the worksheet. Click the File tab Click Save, which then goes to Save As Step 17 Open saved worksheet. Click the File tab then click Open Select the file named your first initial and last name_sales.xlsx Or Click on the file named your first initial and last name_sales.xlsx under the Recent Workbooks on the right side of the window 28

29 Sort column alphabetically. This feature will not work if there is a merged title in the column. First, you will copy your data to another sheet to perform this action then you will arrange the contents of selected rows so that each item in the first column will appear in alphabetical order. Copy selected cells in sheet 1 to sheet 2 and paste multiple times. Select Cells A4 through F7 o Click on Cell A4 and drag your cursor to the right to highlight Cells B4 through F4, then down to F7 in gray. Release your cursor. Click the Copy button in the Home tab Click on Sheet2 tab at the bottom of the Excel worksheet Click on Cell A1 in the blank Sheet2 Click the Paste button Click on Cell A8 Paste the selection again in the Home tab Adjust Column Width for Column A to 12 You should have two sets of the same data. Sort contents alphabetically. Select Rows 1, 2, 3, & 4 o Click on the gray area containing the number 1 on the left hand side of the worksheet. Hold and drag cursor down to highlight numbers 2, 3, and 4. Release cursor. In the Data tab, click the Sort Ascending button in the Data tab 29

30 The item names should be in alphabetical order: Concessions, Fruit, Magazines, T-shirts. Sort cells by total. Click in a blank cell to deselect the rows. Select Rows 8, 9, 10, & 11 Click the Sort button in the Data tab In the Sort by area of the new Sort window, click the down arrow and select Column F In the Order area, click the down arrow and select Largest to Smallest Click the OK button 30

31 Step 18 Remove cells permanently and shift remaining cells up. Select Cells A1 through F4 o Click on Cell A1 and drag your cursor to the right to highlight Cells B1 through F1, then down to F4 in gray. Release your cursor. Click the Delete button in the Home tab Click Delete Cells Click the radio button in front of Shift Cells up Click the OK button The second set of data should move up to Rows 4, 5, 6, and 7. Use AutoFilter. AutoFilter allows you to quickly filter out information based on the data within the columns We will return to the original worksheet for this activity. Click on Sheet1 tab at the bottom of the Excel worksheet Select Cells A3 through F3 o Click on Cell A3 and drag your cursor to the right to highlight Cells B3 through F3. Release your cursor. Click the Filter button in the Data tab Gray boxes with a down arrow will be placed at the right side of the selected cells. Click on the Filter button (down arrow in a gray box) located on the right of the 1st Quarter Sales (Cell B3) o Click the Select All check box in the Number Filters section to deselect all the check marked choices o Click the box in front of $ to select only this option 31

32 o Click the OK button Concessions and Magazines should be the only two rows viewed in the worksheet A funnel with a blue arrow pointing down should replace the down arrow in the Filter button, signaling the use of a filter in that column. Click on the Filter button (funnel with blue arrow pointing down) in Cell B3 o Click the Select All check box to place checks in front of all the choices o Click the OK button All rows should be visible again Turn AutoFilter off by clicking the Filter button in the Data tab 32

33 Step 19 Freeze Panes. Click on Cell B4 Click the Freeze Panes button in the View tab Click Freeze Panes from the menu A black line will be viewable between Columns A and B and Rows 3 and 4, signaling that panes (or cell positions) have been frozen above and to the left of the Cell B4. Using the scroll bar on the right hand side of the worksheet window, scroll down to Row 50 Notice that the information contained in Rows 1-3 remains viewable as you scroll down. This is because you have frozen those panes. Scroll back up to top of worksheet Using the scroll bar at the bottom of the worksheet window, scroll to the right to Column Z Notice that the information contained in Column A remains viewable as you scroll right. This is because you have frozen that pane. Scroll left to view Column B and rest of worksheet contents 33

34 Unfreeze Panes Click on Cell B4 Click the Freeze Panes button in the View tab Click the Unfreeze Panes from the menu A black line will be no longer be viewable between Columns A and B and Rows 3 and 4, signaling that panes (or cell positions) or no longer frozen above and to the left of the Cell B4. Save the worksheet. Click the File tab Click Save, which then goes to Save As 34

35 Step 20 Open Excel. Click the Start button in the lower left hand corner of screen. Select All Programs > Microsoft Office > Excel 2013 Open a saved worksheet. Click the File tab click Open then, Select your your first initial and last name sales.xlsx file, listed under Recent Workbooks on the right side of the window. Or click on the file named your first initial and last name sales.xlsx that may be listed under Recent Workbook on the right side of the window Create a 3-Column Clustered Chart. Select Cells A3 through E7 o Click on Cell A3 and drag your cursor to the right to highlight Cells B3 through E3, then down to E7 in gray. Release your cursor. 1st-4th Quarter Sales for the four items should be highlighted. Click the Insert tab in the Ribbon at the top of the window In the Charts group, click the Column button Click the 3-D Clustered Chart from the menu 35

36 A new column chart will appear on the current worksheet. You will now move it to its own sheet. Click on the chart on the current worksheet, if needed Click the Design tab now available under Chart Tools at the top of the window Click the Move Chart Location button In the Move Chart window, click the New Sheet radio button Maintain the name Chart 1 Click the OK button The chart will now be placed on its on sheet, designated by a new Chart 1 tab located at the bottom left corner. Save the workbook but do not close Excel. 36

37 Step 21 Edit the chart. If any values are changed within the selected cells, it will automatically change on the chart. Click on Sheet1 tab at the bottom of the Excel worksheet. Click on any of the Cells B4 through E7 o Change the value of the cell(s). Notice that Total Item, Average Sales, and Difference in Total Sales will change because the formulas you previously entered reflect cell references and not actual number values. Click on Chart1 tab at the bottom of the Excel worksheet. Notice the chart has changed to reflect new values. Click on Chart1 to select it From the Design tab, go to Chart Layout tab then Add Chart Elements Click the Add Chart Elements then Chart Title button, then select Above Chart from the menu Click the cursor in the Chart Title field that appears at the top of the chart Type Sales for Year in the Chart Title: field Click the Chart Layout tab for Add Chart Elements Click the Legend button Click Bottom 37

38 Click the Design tab for Chart Layout Tools, if needed Click the Data Labels button Click Quick Access Chart Elements To change the way the chart looks, double click any of the chart items and use the Design and Format tabs that become available in the Ribbon under Chart Tools. Double click the last column bar available for 1 st Quarter Sales. Click the Format tab for Chart Tools Click the Shape Fill button Click on the Orange square in the Standard Color area The column color should have changed for all four columns associated with T-shirts Save the worksheet but do not close Excel. 38

39 Step 22 Create a Second Chart. You will now create a custom chart based on selected data that will include vertical columns and area. Click on Sheet1 tab at the bottom of the Excel worksheet, if needed. Select Cells B3 through B7 to select 1st Quarter Sales o Click on Cell B3 and drag your cursor down to highlight Cells B4 through B7 in gray. Release your cursor. Only 1st Quarter Sales should be highlighted. Hold down the Control key (Ctrl) and select Cells D3 through D7 to highlight 3rd Quarter Sales Hold down the Control key (Ctrl) again and select Cells A3 through A7 to highlight Concessions, Magazines, Fruit, and T-shirts Click the Insert tab in the Ribbon at the top of the window In the Charts group, click the Bar button Click the Clustered Bar Chart in 3-D from the menu A new bar chart will appear on the current worksheet. Unlike the previous chart you moved to its own sheet, you will leave this chart as on object on this sheet. Click the Layout tab now available under Chart Tools in the Ribbon at the top of the window Click the Chart Title button, then select Above Chart from the menu Click the cursor in the Chart Title field that appears at the top of the chart Type Your First and Last Name Comparison of Sales in the Chart title: field 39

40 Click the Layout tab for Chart Tools, if needed Click the Data Labels button Click Quick Access Chart Elements Step 23 Resize and move the chart. Place your cursor on the bottom right box of the chart border. The cursor will change to a diagonal line with arrows on each end. Click and drag the chart out until the words at the bottom of the chart can be viewed on one line (i.e. Concessions is on one line). Move the cursor to a white area of the chart, free of text or items. Click, hold, and drag the chart down underneath the data in the chart, placing it in Row 11 and between Columns B and F Step 24 You will now prepare your Sales workbook to print. Open your saved Sales file if needed and continue with the following steps. Change page orientation. Click the Page Layout in the Ribbon at the top of the window Click the Orientation button Click Landscape Click on Sheet2 at the bottom of the worksheet Repeat previous steps to change the page orientation for Sheet2 to Landscape Change margins. Click on Sheet1 at the bottom of the worksheet Click the Page Layout tab in the Ribbon Click the Margins button Click Custom Margins at the bottom of the menu 40

41 In the Left: field of the Page Setup window, click the down arrow to 0.5 In the Right: window, click the down arrow to 0.5 In the Center on page area toward the bottom of the window o Click the box in front of Horizontally o Click the box in front of Vertically Click the OK button Print with header. Click the Insert tab in the Ribbon at the top of the window In the Text ribbon, Click Header & Footer button The header will appear at the top of the worksheet. In the Center section: field (outlined box in the center of Header), type Sales for the Year Click in the Left section: field and type the current year Click in the Right section: field and type Your First and Last Name Click in any empty cell in the worksheet to deselect the Header 41

42 Step 25 Rename worksheets. Right click on Sheet1 tab at the bottom of the Excel worksheet Click on Rename With Sheet1 now highlighted, type Your Last Name Sales Do not click in the tab to type or the highlighting will disappear. Right click on Sheet2 tab at the bottom of the Excel worksheet Click on Rename With Sheet2 now highlighted, type Your Last Name Copy Delete a worksheet. Right click on Sheet3 tab at the bottom of the Excel worksheet Click on Delete There should now be Chart1, Sales, and Copy at the bottom of the Excel worksheet. Begin new page at specified location (add page break). Click on Sheet1 Sales tab to return to the first sheet Click on Cell A10 Click the Page Layout tab in the Ribbon Click the Breaks button Click Insert Page Break from the menu 42

43 View and hide gridlines in worksheet. Locate the Sheet Options group in the Page Layout tab Click the View box to remove the check Notice that the worksheet is now completely white without gridlines. Click the View box again to place the check back in the box Notice that the worksheet has the gridlines back. Step 26 Specify selected cells will be locked and protected. Select Cells B8 through E8 Click the Format button in the Home tab in the cells group Click Lock Cell in the Protection section of the menu Click the Format button in the Home tab Click Protect Sheet in the Protection section of the menu NOTE Have to unprotect to go and make changes 43

44 Automatically check spelling. Click the Spelling button in the Review tab If there are incorrect spellings of words in the workbook, a window will open highlighting the words, one at a time o Click Ignore button if the highlighted word does not need changed. o Click Change button if the highlighted word needs changed to the correct spelling Find and replace text at once. In the Home tab, click the Find & Select button Click Replace from the menu In the Find what: field of the Find and Replace window, type Sales In the Replace with: field, type Profits Click the Replace All button Excel will indicate that it has completed its search and has made 7 replacements o Click the OK button Click the Close button in the Find and Replace window Select Cells A2 through H8 o Click on Cell A2 and drag your cursor down to highlight Cells A3 through I8 in gray. Release your cursor. Click the Page Layout tab in the Ribbon at the top of the window Click the Print Area button Click Set Print Area A dashed line should now surround the selected cells. 44

45 Step 27 Preview print area. Click the File Tab Locate & click Print on the menu Clear print area. Click the Page Layout tab in the Ribbon at the top of the window Click the Print Area button Click Clear Print Area The dashed line should no longer surround the selected cells. However, there should be a dashed line for each page on the worksheet Print with gridlines. Click the Page Layout tab in the Ribbon at the top of the window Locate the Sheet Options group Click the box in front of Print for Gridlines to place a check in the box, if needed. If there is already a check in the box, do not click it because it will remove the checkmark. 45

46 Step 28 Specify worksheet will print on a single page. Click the Page Layout tab in the Ribbon at the top of the window Click the diagonal arrow in the lower right corner to open the Page Setup window In the Scaling area of the Page Setup window, click the radio button in front Fit to: In the Fit to: fields, use the up/down arrows to select 1 for page and 1 for tall (see illustration below). Click Print Preview button at the bottom of the Page Setup window to view the worksheet o Click the Close button located at the top of the Preview window to return to your worksheet Click the OK button Print entire workbook. Click the File Tab Locate & click Print on the menu In the Copies: field of the Print window, click the up arrow or type the number 1 In the Settings area at the bottom of the Print window, click the Print Active Sheets then Entire Workbook button 46

47 Save the workbook. Click the File Tab Click Save, which then goes to Save As Exit Excel. Click the File Tab Click Close You are finished with the Excel module. Please submit the Excel 2013 document through the Application of Skills Submission assignment page in the Files area at the bottom of the Course Menu. Remember, keep your digital copy and printed copy of this document for your records. You can now proceed to the Integration portion of the course where you will use what you learned with your students in the classroom. 47

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