Excel 2007

What’s New?

The Quick Access Toolbar, MS Office Button, Mini Toolbar & Ribbon

The MS Office Button, Quick Access Toolbar and the Ribbon replace the menu, Standard and Formatting Toolbars in Excel 2003.

Quick Access ToolbarLocated next to the MS Office Button, the Quick Access Toolbar offers one-click access to the most widely used office functions. By default, there are 3 buttons Save, New, and Open. Click on the arrow next to the toolbar, to open the customize menu Click the checkbox next to each feature to add and more options to the toolbarThis is a New Feature

The MS Office Button replaces the File menu

The MS Office ButtonThe MS Office Button is a New Feature of Excel 2007. This button is the access point to

Create New Excel Workbooks OpenSavePrint Close

This Button replaces the File menu

The MS Office ButtonThe MS Office Button also houses

Recently opened presentationsConvert converts Excel files into the 2007 FormatPrepare to finalize presentations for distributionSend which distributes presentations through facsimile or email Publish to distribute a presentation to a server or shared workspaceExcel Options (previously located under the Tools menu)

Excel OptionsThere are 9 categories of PowerPoint Options: • Popular• Formulas• Proofing• Save• Advanced• Customize• Add-Ins• Trust Center• Resources

Popular Top Options for Excel: This is a New Feature. Choose options by clicking the checkboxes.Options for Workbooks: Set default font and font size, number of sheets, and view.Personalize your copy of MS Office: Replaces the User Information tab on the Excel 2003 Options menu.Language Settings replaces the Set Language option on the Excel 2003 Tools menu.

Proofing

AutoCorrect Options replaces the AutoCorrect tab on the Excel 2003 Tools menu.Spelling and Grammar Options replace the Spelling and Grammar tab on the Excel 2003 Options menu.

Save

Save Workbooks replaces the Save tab on the Excel 2003 Options menu.Click Save in this Format to change the file type to Excel 97-2003 Workbook. This way, all of your Workbooks can be edited in both Excel 2003 and 2007.

CustomizeCustomize replaces the Customize option on the Excel 2003 Tools menu.

Add-InsAdd-Ins are customizable by user. Extended Statistics and database functions are located here.To activate an Add-In, choose from the Manage drop down menu at the bottom of the page.Click Go.Check the options that you want to Add-In and click Ok.

Resources

The Resources Page is a one-stop location to:Download.Troubleshoot.Help is available online by clicking Go to Office Online.

The Mini ToolbarThe Mini Toolbar is a menu of frequently used formatting tools that appears when text is highlighted in a Excel Workbook. New Feature

Menus and Toolbars - 2003

Formula Bar Formatting ToolbarStandard Toolbar

In Excel 2003, different functions within Excel are accessed through the Menu Bar, Standard Toolbar, the Formatting Toolbar, and the Formula Bar

menu Toolbar

The Ribbon

Commands: Buttons, boxes ormenus relating to specific functions within Excel

Tabs: 8 tabs representing common related activities

Groups: Sections containing Related items or tasks

Formula Bar: Shows Excel Formulas

Office 2007 is arranged differently. All menus are located within tabs on a menu bar called the ribbon

Key Tips

Key Tips are shortcuts to tab and menu options on the Ribbon. Push the alt key to show the Key Tips, then push the corresponding letter on the keyboard to activate the Key Tip. New Feature

The Ribbon tabs1. Home: Popular Excel options found on the Standard

and Formatting Toolbars in Excel 2003.2. Insert: Items associated with the Insert menu.3. Page Layout: Items relating to how a Workbook is

set up before any text is typed on the screen.4. Formulas: Functions found Insert/Formulas menu. 5. Data: Database functions of Excel.6. Review: Options for Proofing, Comments, Tracking

Changes and Workbook protection.7. View: Options for how you see Workbooks on the

screen.8. Add-ins: Converts Workbook to Flash Paper format.

The Home tab

Clipboard group: Cut, copy and paste, plus the Format Painter. The Clipboard command opens the Clipboard, where 24 items can be saved.The Font group: Edit fonts, font colors, font sizes & font styles. The Alignment group: Text alignment, cell alignment, indentation, text orientation, text wrapping, and merge & center text. The Number group: Format numeric values including; currency ($), percentage (%), and decimal placement (.00).

The Home tab

The Styles group: Three options to format cells:Conditional Formatting: The cell format based on changes in cell values. Format as table: This feature replaces the AutoFormat option.Cell Style: Format individual cells or sections of a worksheet.

The Cells group: Insert, delete and format cells, columns, rows, and worksheets.The Editing group: AutoSum, Copy formatting, Clear, Sort & Filter, Find & Select data.

The Insert tab

The Tables group: Inserts tables into a Workbook.Pivot table: Creates a Pivot table or chart from a worksheetTable: Creates a pre-formatted table from worksheet data. In prior versions of Excel, tables were referred to as “Lists”.

When activating Insert/table, the Table Tools tab opens.

Table Tools

Table Tools:The Properties group: Options to name or enlarge the table area.The Tools group: Options to convert table data to Pivot table, remove Duplicate Data, and Convert table to a standard worksheet.The External table Data group: Options to export table data, refresh. data, link and unlink tables, and revise table properties.The table Style Options group: Format the table.The table Styles group: A series of shading options.

The Insert tab

The Illustration group: Inserts images and graphics. Inserting an image from the illustration group opens the Picture Tools tab.

The Picture Tools tab

The Picture Tools tab replaces the Picture toolbar.The Adjust group: Edits image brightness, contrast, color, image quality, or resets image back to original settings.The Picture Styles group: Adds frames, effects and shapes.The Arrange group: Formats images within text. The Size group: Edits images size, allows for cropping.

The Insert tab

The Charts group: This feature replaces of the Chart Wizard.Instead of sorting through the Wizard, users choose a Chart Style, this opens the Chart Tools tab, which offers options for Chart Design, Layout & Formatting.

The Chart Design tab

The Type group: Change Chart styles (Step 1: Chart Wizard).The Data group: Data relationship options (Step 2).The Chart Layout group: Chart layout options (Step 3).The Chart Styles group: Color editing options (Step 3).The Location group: Chart placement options (step 4).

The Chart Layout tab

The Layout tab edits the layout of the chart for such items as: Objects, Labels, Axis, Background and Analysis Properties.

The Chart Format tab

The Format tab offers options for formatting charts including shapes, WordArt, chart arrangement and chart size.

The Insert tab

The Links group: Places hyperlinks in a workbook. The Text group: Adds text items to a worksheet:Text boxes, headers and footers, WordArt, symbols and objects.

The Page Layout tab

The Themes group: Themes are a series of designs for background color, font color and effects. New Feature.The Page Setup group: Includes options to set: Margins, page orientation (portrait or landscape), page sizes (81/2 X 11, legal, etc), print area, page breaks, background (images), and titles (print column headings on each page).

The Page Layout tab

The Scale to Fit group: Resets printing functions to fit a specific paper length or a number of pages. The Select Options group: View or print gridlines and/or column and row headings.The Arrange group: Arranges images, clipart, shapes and text on a worksheet.

The Formula tab

The Formula Library: This is a quick reference to all of the different mathematical functions and operations that can be calculated using Excel.The Defined Names group: This feature, used in conjunction with the database and filtering features of Excel, creates cell names for use in database filtering.The Formula Auditing group: This section features options to evaluate and edit complex formulas so that users may locate errors within formulas.The Calculation group: This function determines when formulas are calculated, either automatically (by default) or manually.

The Data tab (Excel)

The Get External Data group: This option replaces the Import External Data function.

The Connections group: Updates and refreshes data imported from external sources.

The Sort and Filter group: Replace the Sort and Filter options on the Tools menu.

The Data Tools group: These tools assist to revise and develop databases.

The Outline group: Displays by consolidating similar or grouped items.

Three options: group, Ungroup, & Subtotal.

The Review tab

The Proofing group: This group contains potions for revising a Workbook.Comments group: Comments were located on the Insert menu in Excel 2003.The Changes group: Replaces the Protection and Share Workbook options on the Tools menu in Excel 2003.

Protect Workbook and Protect Sheet: Prevents other users from permanently changing data within a workbook.Share Workbook: Allows other users to view and change items in a Workbook.Track Changes: Allows users to see who has changed a workbook as well as the changes that were made.

THE VIEW TAB (EXCEL)

The Workbook Views group: There are 5 options: Normal, Page Layout, Page Break Preview, Custom. Full Screen

The Show/Hide group: Shows or hides various visual cues: Ruler, Gridlines, Formula Bar, Headings or Message Bar

The Zoom group: Zoom is also located at the bottom right of the Workbook screen.

The Window group: View multiple worksheets at the same time.

The Macros group: Click on the icon to open, record or edit a Macro.

Questions?Terence Peak, M.Ed.Coordinator of Technology TrainingBlackboard Certified TrainerThe University of the Incarnate Word(210) 829-3920tpeak@uiwtx.edu