In this project, you'll learn how to enter data using flash fill using the Flash Fill Options button and automatic recognition.

Transcription

1 Workshops Introduction The Workshops are all about being creative and thinking outside of the box. These orkshops ill help your right-brain soar, hile making your left-brain happy; by explaining hy things ork the ay they do. Exploring possibilities is great fun; hoever, alays stay grounded ith knoledge of ho things ork. Getting and Using the Project Files Each project in the Workshops includes a start file to help you get started ith the project, and a final file to provide you ith the results of the project so you can see ho ell you accomplished the task. Before you can use the project files, you need to donload them from the eb. You can access the files at.perspection.com in the softare donloads area. After you donload the files from the eb, uncompress the files into a folder on your hard drive to hich you have easy access from your Microsoft Office program. Project : Entering Data ith Flash Fill Skills and Tools: Use Flash Fill Entering data in a orksheet can be tedious and repetitive. To make the job easier, you can use Flash Fill. Flash Fill (Ne!) is a feature that automatically fills in data based on the content it recognizes in other cells. Excel uses pattern recognition to help you fill in the content. For example, if you have a cell ith a first name and last name, you can split the information into to cells ith Flash Fill. In an adjacent cell, hen you type the first name in a couple of cells to create a pattern, Excel recognizes it, and then allos you to auto fill in the rest of the column. After the auto fill, you can click the Flash Fill Options button (Ne!) to undo the Flash Fill, Accept Suggestions, or select all blank or changed cells. The Project In this project, you'll learn ho to enter data using flash fill using the Flash Fill Options button and automatic recognition. Copyright 0 by Perspection, Inc. (.perspection.com) - Revision Date 0//

2 The Process Open Excel 0, open FlashFill_start.xls, and then save it as FlashFill.xls. Select the cell B. Enter Lynn, the value that you ant recognized, and then press Enter. Select the range B to B you ant to flash fill. Click the Data tab. Click the Flash Fill button on the Data tab to have Excel try to recognize the data pattern. Excel auto fills in the cells ith the recognized data pattern. Click the Flash Fill Options button to vie the available options, and then click Accept suggestions. The available options include: Undo Flash Fill. Performs an undo of the flash fill. Accept suggestions. Accepts the flash fill. Select all X blank cells. Selects all the blank cells from the flash fill. Select all X changed cells. Selects all the changed cells from the flash fill. Select the cell C. Enter Allan, the value that you ant recognized, and then press Enter. Enter Lemk, the value that you ant recognized. Excel recognized the pattern After creating a pattern, Excel recognized it, and then auto fills in the cells. Workshops

3 Press Enter. Click the Save button on the Quick Access Toolbar. The Results Finish: Compare your completed project file ith the results file FlashFill_results.xls. Project : Using Apps for Office Skills and Tools: Insert an app for Excel With the Office Store at Office.com (Ne!), you can add functionality ith a third-party app to an Office program, and then use the app to extend features in a document. For example, you can add an app called Radial Bar Chart to provide additional options for charting in Excel or an app called Dictionary - Merriam to use an enhanced dictionary. To use Office.com, you need to have a Microsoft account, and be signed in ith your Office program. You can insert an app by using the Apps for Office button (Ne!) on the Insert tab. The apps you add to your Office programs are inserted and managed online using your eb broser. Apps are designed for specific Office programs and only appear for them. The Project In this project, you'll learn ho to insert an app for Excel from the Office Store, and then use it in a orksheet. The Process Open Excel 0, open InsertApp_start.xls, and then save it as InsertApp_results.xls. Click the Insert tab. Click the Apps for Office button (Ne!), and then click See All. A list of installed or featured apps appears. Click FEATURED APPS. A list of FEATURED APPS appears from the Office Store. Click the Radial Bar Chart app tile or the Add button belo it in the Features list. Workshops

4 If the app is not available, search for it. In the Search box, type Radial Bar Chart, and then click the Search button or press Enter to open your broser to the Office Store. Click the app, and then click Add. When you re done, click the Close button to exit your broser. If the app is not available, select an Excel app of your choice from the Office Store list. The app gets inserted into your Office Store apps for easy access in Excel. Use the Excel App. Click the Apps for Office button (Ne!), and then click See All. A list of installed or featured apps appears in the dialog box. To insert a recently used app object, click the Apps for Office button (Ne!), and then click the recently used app on the menu. Click MY APPS. A list of installed apps appears under MY APPS. Click the Radial Bar Chart app tile. Click Insert. The app inserts an object ith the specified functionality. Drag the chart object to the blank area on the right side of the orksheet. Click Settings icon. Click Select Data, specify the range B to C, and then click OK. Enter the title, Cost Center, for the radial bar chart. Click Save. The chart is updated ith the selected data from the orksheet. Click the Save button on the Quick Access Toolbar. The Results Finish: Compare your completed project file ith the results file InsertApp_results.xls. Workshops

5 Project : Using Conditional Formatting Skills and Tools: Conditional Formatting You can make your orksheets more poerful by setting up conditional formatting, hich lets the value of a cell determine its formatting. For example, you might ant this year s sales total to be displayed in red and italics if it s less than last year s total, but in green and bold if it s more. The formatting is applied to the cell values only if the values meet the condition that you specify. Otherise, no conditional formatting is applied to the cell values. The Project In this project, you'll learn ho to add conditional formatting to a named range and include form controls. The Process Open Excel 0, open ConditionalFormat_start.xlsm, and then save it as ConditionalFormat.xlsm. Select the cell range A:A. Click the Home tab. Click the Conditional Formatting button, and then click Ne Rule. Click Use a formula to determine hich cells to format. Type the formula AND($A>=StartNum,$A<=EndNum,CheckBoxSitch) Click Format. Click the Fill tab. Click Fill Effects. Click the Color list arro, and then select a color. Click a gradient option, and then select a gradient. Click OK to close the Fill Effects dialog box. Click OK to close the Format dialog box. Click OK. Workshops

6 Click the Conditional Formatting button, and then click Manage Rules. Select the Stop If True check box to provide compatibility error checking. Click OK. The Results Conditional formatting rule Finish: Compare your completed project file ith the results file ConditionalFormat_results.xlsm. Project : Creating Slicers in PivotTables Skills and Tools: Create Slicers in PivotTables Instead of using the AutoFilter menu each time you ant to filter data in a PivotTable, you can create a slicer button that enables you to quickly filter data in a PivotTable ith a single click. Each slicer is shon on the screen ith button labels that indicate the data being filtered. A slicer includes a header, filtering buttons, a Clear Filter button, a scroll bar, and move and resize controls. You can have more than one slicer and move them around on the orksheet. The Project In this project, you'll learn ho to create and ork ith slicers in a PivotTable. The Process Open Excel 0, open PivotTableSlicer_start.xls, and then save it as PivotTableSlicer.xls. Click any data field in the PivotTable for hich you ant to create a slicer. Click the Analyze tab under PivotTable Tools. Click the Insert Slicer button. Select the Product Name and Quantity check boxes and clear the rest ith the PivotTable fields. Click OK. Workshops

7 A slicer appears for every checked field. In each slicer, click the items of your choice to find out ho the data is filtered. To select more than one item, press and hold Ctrl, and then click the items. Click the Options tab under Slicer Tools. Click the More list arro in the Slicer Styles group, and then click a style of your choice. Click the Clear Filter button on the slicer to remove the filter. Click the Save button on the Quick Access Toolbar. The Results Finish: Compare your completed project file ith the results file PivotTableSlicer_results.xls. Want More Projects You can access and donload more orkshop projects and related files at.perspection.com in the softare donloads area. After you donload the files from the eb, uncompress the files into a folder on your hard drive to hich you have easy access from your Microsoft Office program. Get Everything on DVD Instead of donloading everything from the eb, hich can take a hile depending on your Internet connection speed, you can get all the files used in this book and much more on the Microsoft Office 0 On Demand DVD. The DVD contains task and orkshop files, tips and tricks, keyboard shortcuts, transition helpers from 00 or 00 to 0, and other goodies from the author. To get the Microsoft Office 0 On Demand DVD, go to.perspection.com. Workshops

8