Transcript Microsoft Excel 2013 - Sacred Heart University

Microsoft Excel 2013
An Overview
Environment
• Quick Access Toolbar
• Customizable toolbar for one-click shortcuts
• Tabs
• Backstage View
• Tools located outside the document viewing window
Quick Access Toolbar (QAT)
• The Quick Access Toolbar is a customizable toolbar that contains a set of
commands that are independent of the tab that is currently displayed.
• You can move the Quick Access Toolbar from one of the two possible
locations, and you can add buttons that represent commands to the Quick
Access Toolbar.
– Click Customize Quick Access Toolbar.
– In the list, click Show Below the Ribbon or Show Above the Ribbon.
The Ribbon
• The Ribbon is designed to help you quickly find the commands that you
need to complete a task.
• Commands are organized in logical groups, which are collected together
under tabs.
• Each tab relates to a type of activity, such as writing or laying out a page.
To reduce clutter, some tabs are shown only when needed. For example,
the Picture Tools tab is shown only when a picture is selected.
Backstage View
• Click on the File tab to display the Backstage view
• The Ribbon contains the set of commands for working in a document, while
the Microsoft Office Backstage view is the set of commands you use to do
things to a document.
• When you click the File tab, you see many of the same basic commands that
you saw when you clicked the Microsoft Office Button
or on
the File menu in earlier releases of Microsoft Office. You'll find Open, Save,
and Print, as well as a new Backstage view tab called Save & Send, which
offers multiple options for sharing and sending documents.
• From backstage view you are given the option to select a new premade
template or click blank workbook to start with a new document.
Backstage View
• When you open Excel you
will see this screen
• You have the option to
choose a pre-made
template
• Or pick Blank workbook
to make your own
spreadsheet
• The column on the left
displays recent
documents
Built-In PDF writer
• All Office 2013 programs include
a built-in PDF writer to help you
save documents into the PDF
format with a click.
• Accessible through the Export in
the Backstage view
Home Tab
Default tab when a new document is opened.
• Clipboard: Copy, cut and paste options
• Font: Text settings (font, color, size)
• Alignment: Alignment formatting (indent, text alignment, ordering)
• Number: Number formatting such as decimals, currency and
percentages ect.
• Styles: Pre-defined cell and table styles
• Cells: Insert, delete and format cell options
• Editing: Find and replace functions, sorting
Paste Preview
• Paste preview is a feature
that previews what the
pasted items will affect the
document.
• To preview the changes
hover the mouse pointer
over the Paste option
• Paste options are based
on the items being
copied. (Ex. Pictures will
show different paste
options than text and
spreadsheet cells)
Picture Option
Insert Tab
The Insert tab provides options to insert text, pictures, charts and other items on your
spreadsheet
• Tables: Insert a table into the spreadsheet.
• Illustrations: Insert pictures, images, screenshots into the document
• Apps: Microsoft applications from the Office Store
• Charts: Create a chart using data in the spread sheet
• Reports: Houses Power View which lets you interact with your data without
actually changing the document
• Sparklines: Add Sparklines (miniature charts)
• Filters: Houses the Slicer and Timeline tools which can be used to filter data
visually
• Links: Allows you to insert hyperlinks into the course
• Text: Insert a text box, header and footer
• Symbols: Insert custom symbols that are not in the keyboard.
Sparklines
• Sparklines are “intense, simple, word-sized graphics”
• Small charts placed in a single cell to quickly discover patterns
in your data.
• It’s a quick and easy way to highlight important data trends
such as seasonal increases or decreases, saving you time.
• Accessible in the Sparklines group under the Insert tab
Creating Sparklines
• Navigate to the Sparklines
section under the Insert tab
• Select the Sparkline you wish
to create
• Click in the Data Range field,
this allows you to select the
cells you wish to graph
• Click in the Location Range
field, this allows you to select
the cell where you want the
Sparkline displayed
• Click Ok to create the Sparkline
Formatting Sparklines
• Select the Sparkline to modify
– The Design tab will appear
• Select the Design tab
• The Design tab holds settings to modify the
Sparkline’s appearance and style
Page Layout Tab
Page Layout contains options to format the page orientation,
margins, size etc.
• Themes: Pick from a variety of pre-made themes to give
the spreadsheet a unique look
• Page Setup: Setup your page margins, orientation, sizing
and how it will look like when printed
• Scale to Fit: Scale the spreadsheet to fit a specific page
• Sheet Options: Gives you options to modify which lines are
showing on the page
• Arrange: Gives you options to arrange the cells on your
spreadsheet
Formulas Tab
Formulas tab consist of the options to work with different
Excel formulas that interact with the spreadsheet data
• Insert Function: Allows you to add functions to the cell
• Function Library: Collection of pre-made functions ready
to be used with the data in the spreadsheet
• Defined Names: Manage the names assigned to
calculations or formulas in the spreadsheet
• Formula Auditing: Trace what cells are interacting with
each other and what formula are they using
• Calculation: Has options for how formulas are calculated.
Data Tab
Data Tab consists of the options to manipulate the data in
your spreadsheet.
• Get External Data: Gives you options to import data
from other places such as Access, the internet or a text
file.
• Connections: Gives options to manage the data
connections in the spreadsheet.
• Sort and Filter: Has options to sort your data
alphabetically or to filter which data is visible
• Data Tools: Gives various tools for consolidating and
clarifying data.
• Outline: Tools for creating an outline of your data
Review Tab
The Review tab contains options for reviewing and making
changes to the Excel spreadsheet
• Proofing: Spellcheck the documents and look up definitions
for unknown words
• Language: Select the language options for proofing the
spreadsheet
• Comments: Add or manage comments added to a
spreadsheet to keep track of changes and important
elements
• Changes: Set the protection and sharing settings for the
workbook to protect it against any unwanted changes
View Tab
The View Tab offers a selection of different views for the document
• Workbook Views: Options for sheet and workbook views
• Show: Show or hide rules, gridlines or thumbnails on the screen
• Zoom: Zoom in and out of the document
• Window: Setup multiple documents side by side to compare and
work with them at the same time
• Macros: Create a custom button or hotkey command to perform
a series of actions. Useful when a series of steps needs to be
repeated for multiple objects & text
Questions?
• Contact the IT Call Center at 203-365-7575 for
Technical Assistance.
• Contact [email protected]
for additional training assistance