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Lesson 1 Getting Started with Excel THE M I C R O S O F T PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. ® O F F I C E EXCEL 2007 2 Lesson 1 Objectives • • • • • • Start Excel. Navigate in a workbook. Open an existing workbook. Edit a worksheet. Manage files. Print Excel files. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 3 Starting Excel •Excel opens with a blank workbook, the Microsoft Office Button, the Quick Access toolbar, and the Ribbon. •The screen size and its resolution setting affect how command buttons appear. •How you start Excel depends on how your software is installed and what shortcuts, if any, are available. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 4 The Excel Screen and Ribbon Interface Quick Access toolbar Microsoft Office Button Title bar Command tab Ribbon Formula bar Name Box Column headings Column headings Active cell Row headings Vertical scroll bar Zoom slider and buttons Tab scrolling buttons Horizontal scroll bar Worksheet tabs View switcher Status bar THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 5 Navigating in a Workbook • A workbook is the file that Excel creates to store data. • A worksheet is an individual page or tab in the workbook. • A cell is a rectangle formed by the intersection of a row and a column. • Cell addresses identify where the cell is located on the worksheet. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 6 Navigation Commands in a Workbook THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 7 Moving to a Specific Cell Go To dialog box THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 8 Scrolling Through a Worksheet When you scroll in a worksheet, the active cell does not change. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 9 Scrolling Techniques THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 10 Changing the Zoom Size The Zoom size controls how much you see on screen. You can set the size to be larger or smaller. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 11 Closing a Workbook You can close a workbook by – Clicking the Close button. – Clicking the Microsoft Office Button and choosing Close. – Pressing [Ctrl]+[W]. – Pressing [Ctrl]+[F4]. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 12 Opening an Existing Workbook You can open a workbook by – Clicking the Microsoft Office Button and choosing Open. – Pressing [Ctrl]+[O]. – Pressing [Ctrl]+[F12]. – Double-clicking the filename in an Explorer or a Computer window. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 13 The Open Dialog Box Navigation pane Details pane Panes can be shown/hidden THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 14 Editing a Worksheet • Worksheet cells contain text, numbers, or formulas. • To determine a cell’s contents, click the cell and check the formula bar. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 15 Editing Cell Contents • When the worksheet is in Ready mode, click the cell, key the new data, and press [Enter]. • To delete cell contents, click the cell and press [Delete]. • Start Edit mode by double-clicking a cell. • Start Edit mode by clicking the cell and pressing [F2]. • Start Edit mode by clicking the cell and clicking in the formula bar. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 16 Keyboard Shortcuts in Edit Mode THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 17 Using Undo and Redo • To undo an edit, click the Undo button on the Quick Access toolbar. • Press [Ctrl]+[Z] to undo. • Press [Alt]+[Backspace] to undo. • To redo an edit, click the Redo button on the Quick Access toolbar. • Press [Ctrl]+[Y] to redo. • Press [F4] to redo. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 18 Undoing Multiple Edits THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 19 Managing Files • Workbooks are best stored in folders. • A folder is a location on a disk, a network, or other media. • Folders are organized in a tree structure. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 20 The Save As Dialog Box THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 21 Printing Excel Files • Press [Ctrl]+[P] to open the Print dialog box. • Click the Microsoft Office Button and choose Print and then Quick Print. • Click the Print button while in Print Preview. • Click the Quick Print button if it is on the Quick Access toolbar. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 22 Worksheet in Print Preview THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 23 The Print Dialog Box Depends on the current printer THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 24 Saving an XPS File •XPS is XML Paper Specification. •This format is a file type that keeps the formatting of the data. The XPS document can be viewed and printed on a computer without Excel as long as it has a viewer for XPS files. •To save XPS files (or PDF), you need to have installed the add-in at the computer. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 25 Saving an XPS File THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 26 Exiting Excel There are several ways to close a workbook and exit Excel. You can: • Click the Microsoft Office Button and choose Exit Excel. • Click the Close buttons. • Press [Ctrl]+[F4] to close a workbook. • Press [Alt]+[F4] to exit Excel. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 27 Summary • Excel opens with a blank workbook and the Ribbon. The active command tab on the Ribbon changes depending on what you are doing. • A new workbook opens with three worksheets. A worksheet is an individual tab in the workbook. • Worksheets are divided into cells, the intersection of a row and a column. The location of the cell is its address (its cell reference). • Move the pointer to a specific cell with the Go To command or by clicking the cell. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 28 Summary • The active cell is outlined with a black border. It is ready to accept new data or a formula or to be edited. • The Name Box shows the address of the active cell. You can also use it to change the active cell. • If you use the scroll box or arrows to reposition the worksheet on the screen, the active cell does not change. • The Zoom size controls how much of the worksheet you can see at once. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 29 Summary • Replace any entry in a cell by clicking the cell and keying new data. Edit long or complicated cell data rather than rekeying it. • The Undo and Redo buttons both have history arrows so that you can undo or redo multiple commands at once. • Preview your worksheet or the entire workbook before printing it. To preview and print all the worksheets in a workbook, click the Microsoft Office Button and choose Print. Then choose Entire workbook. THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved.