Excel 2013 Helpful Tools
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1 Excel 2013 Helpful Tools Presenter: Angela Payne, MOS Summer Institute
2 Excel Startup Screen - Templates Older versions of Excel Excel 2013 Start with a blank screen when you first start Excel When you Start Excel 2013, the Templates screen automatically displays sample budgets, charts, etc. Template (pre-defined document that you can quickly customize) 1. FILE menu 2. NEW option (also displays Templates screen) 3. Select or Search for a specific type of template/file 4. Download the template/file, Save it, and Modify as needed ****Also, you can Check out my Youtube video****
3 Recommended Charts Tool Excel will automatically recommend a Chart based on your data. 1. Highlight the data that you want to chart 2. Select the INSERT tab 3. Select the RECOMMENDED CHARTS icon (common recommended charts: Column, Bar, Pie chart, etc.) 4. Double-click on the desired chart 5. Select OK 6. the Chart will display (tip: Right-click the chart to change it) ****Also, you can Check out my Youtube video****
4 Flash Fill Fill data in a Flash! Auto fills data when it senses a pattern & fills out the rest for you Time saver (example: data not formatted the way you want to) Examples: (901) Jane Doe..jdoe@gmail.com doe a. jane.doe, Jane A. Home tab, Editing group, Fill icon, Flash Fill
5 Clip Art Icon (replaced with Online Pictures ) Office 2013 did away with the Clip Art Icon (Word, Excel, Powerpoint, etc.) Find and insert Pictures from various sources. You can search Bing images, Office.com clip art, Facebook, or online storage such as Google drive. 1. Click on the INSERT tab 2. Select the ONLINE PICTURES icon from the Illustrations group 3. Select the source from which you want to search your picture 4. Type the name of the picture 5. Click on the desired picture 6. Select the INSERT button
6 Quick Analysis Tool (Ctrl + Q) Excel will automatically display the Quick Analysis icon when you highlight data. 1. Highlight the data that you want to chart or analyze 2. Automatically, the Quick Analysis Tool will display in the lower right corner of the highlighted data 3. Options include: Conditional Formatting, Charting, Totals, and Sparklines (or mini-charts), and Pivot Tables
7 Save in the Cloud Note: Skydrive is now referred to as One Drive You can save directly to your Online Storage drive (the Cloud) within the Excel program. (also, available in Word, PowerPoint, etc.) Basically, you can store & retrieve files with almost any device, anyplace, anytime (without using a flash drive) 1. Sign-up for an account at (usually Free) 2. After you sign up for a SkyDrive account, you will have the option to Save directly to online storage 3. Click the FILE tab and then the SAVE AS tab 4. Choose the Cloud icon (which usually indicates online storage) On my home laptop Angela Payne s One Drive 5. Name your file and Save as you normally do (note: you will need to Sign-in to you SkyDrive account the first time that you use it) ****Also, you can Check out my Youtube video****
8 Apps Can download & store Apps within Excel 1. select the INSERT tab 2. locate the APPS group 3. if this is your 1 st time using the Apps tool, click on the APPS for Office icon After you download or use an App, the My Apps icon should display (or use the Store icon to buy an App) (Examples: Bing maps, Training apps, People Graph app, etc.) Next Slides has a Sample of the Bing Maps & People Graph Apps
9 Bing Maps App
10
11 Recommended Pivot Tables Pivot Table 1. highlight the data to include in the pivot table 2. select the INSERT tab 3. select the Recommended Pivot Tables
12 Works Cited Microsoft Excel 2013 software
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