Chapter 13 Creating a Workbook

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1 Chapter 13 Creating a Workbook

2 Learning Objectives LO13.1: Understand spreadsheets and Excel LO13.2: Enter data in cells LO13.3: Edit cell content LO13.4: Work with columns and rows LO13.5: Work with cells and ranges LO13.6: Work with formulas and functions LO13.7: Preview and print a workbook CMPTR Chapter 13: Creating a Workbook 2

3 LO13.1: Understanding Spreadsheets and Excel Topics Covered: Parts of the Excel Window Moving the Active Cell Switching Between Sheets Inserting and Deleting a Sheet Renaming a Sheet Moving and Copying a Sheet CMPTR Chapter 13: Creating a Workbook 3

4 Parts of the Excel window Rows and columns intersect in a single cell; all the data entered in a worksheet is placed in cells. Each cell is identified by a cell reference, which indicates its column and row location. CMPTR Chapter 13: Creating a Workbook 4

5 Parts of the Excel window CMPTR Chapter 13: Creating a Workbook 5

6 Moving the Active Cell The cell in which you are currently working is the active cell. The cell reference for the active cell appears in the Name box located in the upper-left corner of the worksheet. CMPTR Chapter 13: Creating a Workbook 6

7 Switching Between Sheets The sheet currently displayed in the workbook window is the active sheet, and its sheet tab is white. You can easily move from one sheet to another, add new sheets to the workbook, remove unneeded ones, and move or copy entire sheets. CMPTR Chapter 13: Creating a Workbook 7

8 Inserting and Deleting a Sheet Although each workbook includes three worksheets to start, sometimes you will need more or fewer worksheets. You can add worksheets or delete unneeded ones. A new worksheet you add is named with the next consecutive sheet number, such as Sheet4. CMPTR Chapter 13: Creating a Workbook 8

9 Renaming a Sheet You can rename sheets with more meaningful names so that you know what they contain. The width of the sheet tab will adjust to the length of the name you enter. CMPTR Chapter 13: Creating a Workbook 9

10 Moving and Copying a Sheet You can change the placement of the sheets in a workbook. A good practice is to place the most important sheets at the beginning of the workbook (the leftmost sheet tabs) and less important sheets toward the end (the rightmost tabs). CMPTR Chapter 13: Creating a Workbook 10

11 LO13.2: Entering Data in Cells You enter data by typing it into the active cell. The formula bar displays the contents of the active cell, which can be data or, as you ll see later, the underlying formulas used to create a calculated value. Topics Covered: Entering Text Entering Dates and Times Entering Numbers CMPTR Chapter 13: Creating a Workbook 11

12 Entering Text Text data is a combination of letters, numbers, and symbols that form words and sentences. Text data is often referred to as a text string because it contains a string of text characters. CMPTR Chapter 13: Creating a Workbook 12

13 Entering Dates and Times Date data and time data are commonly recognized formats for date and time values. Dates can be entered in any of the standard formats: CMPTR Chapter 13: Creating a Workbook 13

14 Entering Numbers Number data is any numerical value that can be used in a mathematical calculation. If an integer is longer than its cell size, you see ###### in the cell instead of its value. Decimal values are rounded to fit the cell. CMPTR Chapter 13: Creating a Workbook 14

15 LO13.3: Editing Cell Content To directly edit cell contents: Double-click the cell, or Select the cell, click anywhere in the formula bar, and then click in the cell, or Select the cell, and then press the F2 key CMPTR Chapter 13: Creating a Workbook 15

16 LO13.4: Working with Columns and Rows Topics Covered: Selecting Columns and Rows Changing Column Widths and Row Heights Inserting a Column or Row Clearing and Deleting a Row or Column CMPTR Chapter 13: Creating a Workbook 16

17 Selecting Columns and Rows You can select two or more columns or rows at the same time. To select an entire column, you click its column heading. To select an entire row, you click its row heading. You can drag across multiple column headings or row headings to select adjacent columns or rows. You can select all the columns and rows in a worksheet by clicking the Select All button in the upper-left corner of the worksheet. CMPTR Chapter 13: Creating a Workbook 17

18 Changing Column Widths and Row Heights Excel displays only as much text as fits into the cell, cutting off, or truncating, the rest of the text entry. AutoFitting eliminates any empty space by matching the column to the width of its longest cell entry. CMPTR Chapter 13: Creating a Workbook 18

19 Changing Column Widths and Row Heights CMPTR Chapter 13: Creating a Workbook 19

20 Inserting a Column or Row When you insert a new column, the existing columns shift to the right and the new column has the same width as the column directly to its left. When you insert a new row, the existing rows shift down and the new row has the same height as the row above it. CMPTR Chapter 13: Creating a Workbook 20

21 Clearing and Deleting a Row or Column When you delete a column, the columns to the right shift left to fill the vacated space. Similarly, the rows below a deleted row shift up to fill the vacated space. Deleting a column or row has the opposite effect from inserting a column or row. CMPTR Chapter 13: Creating a Workbook 21

22 LO13.5: Working with Cells and Ranges Topics Covered: Selecting a Range Moving and Copying a Range Inserting and Deleting a Range Wrapping Text Within a Cell CMPTR Chapter 13: Creating a Workbook 22

23 LO13.5: Working with Cells and Ranges CMPTR Chapter 13: Creating a Workbook 23

24 Selecting a Range You select adjacent and nonadjacent ranges of cells with the pointer, just as you selected individual cells. CMPTR Chapter 13: Creating a Workbook 24

25 Moving and Copying a Range Methods for moving and copying a range: Drag and drop Cut and paste (to move) Copy and Paste (to copy) CMPTR Chapter 13: Creating a Workbook 25

26 Inserting and Deleting a Range Another use of selecting a range is to insert or delete cells within the worksheet. CMPTR Chapter 13: Creating a Workbook 26

27 Wrapping Text Within a Cell You can force text that extends beyond a cell s border to fit within the cell. CMPTR Chapter 13: Creating a Workbook 27

28 LO13.6: Entering Formulas and Functions Topics Covered: Entering a Formula Viewing Formula Results and Formulas Copying and Pasting Formulas Entering a Function Using AutoSum CMPTR Chapter 13: Creating a Workbook 28

29 Entering a Formula A formula is a mathematical expression that returns a value. A formula is written using operators that combine different values, returning a single value that is then displayed in the cell. CMPTR Chapter 13: Creating a Workbook 29

30 Entering a Formula The order of precedence is a set of predefined rules to determine the sequence in which operators are applied in a calculation: 1. Exponentiation (^) 2. Multiplication (*) and division (/) 3. Addition (+) and subtraction (-) CMPTR Chapter 13: Creating a Workbook 30

31 Entering a Formula CMPTR Chapter 13: Creating a Workbook 31

32 Viewing Formula Results and Formulas After a formula has been entered into a cell, the cell displays the results of the formula and not the formula itself. CMPTR Chapter 13: Creating a Workbook 32

33 Copying and Pasting Formulas Sometimes, you ll need to repeat the same formula for several rows of data. Rather than retyping the formula, you can copy the formula, and then paste it into the remaining rows. CMPTR Chapter 13: Creating a Workbook 33

34 Entering a Function A function is a named operation that returns a value. CMPTR Chapter 13: Creating a Workbook 34

35 Using AutoSum AutoSum inserts one of five common functions and a range reference that Excel determines by examining the layout of the data and choosing the most likely range. CMPTR Chapter 13: Creating a Workbook 35

36 LO13.7: Previewing and Printing a Workbook Topics Covered: Changing Worksheet Views Changing the Orientation Previewing and Printing a Workbook Viewing Worksheet Formulas Scaling a Printout CMPTR Chapter 13: Creating a Workbook 36

37 Changing Worksheet Views You can view a worksheet in three ways: Normal View: shows the contents of the current slide Page Layout View: shows how the current sheet will look when printed Page Break View: displays the location of page breaks within the worksheet CMPTR Chapter 13: Creating a Workbook 37

38 Changing Worksheet Views CMPTR Chapter 13: Creating a Workbook 38

39 Changing Worksheet Views CMPTR Chapter 13: Creating a Workbook 39

40 Changing the Orientation You can adjust the worksheet so that it prints on a single page by changing the page orientation to landscape. CMPTR Chapter 13: Creating a Workbook 40

41 Previewing and Printing a Workbook You can print the contents of a workbook by using the Print tab in Backstage view. CMPTR Chapter 13: Creating a Workbook 41

42 Viewing Worksheet Formulas You can view the formulas in a workbook by switching to formula view, which displays the formulas used in a worksheet instead of the resulting values. CMPTR Chapter 13: Creating a Workbook 42

43 Viewing Worksheet Formulas You can scale the worksheet to force the contents to fit on a single page. CMPTR Chapter 13: Creating a Workbook 43

44 Viewing Worksheet Formulas CMPTR Chapter 13: Creating a Workbook 44

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