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Office 2003 Introductory Concepts and Techniques M i c r o s o f t Excel Project 2 Formulas, Functions, Formatting, and Web Queries

Excel Project 2

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Excel Project 2. Formulas, Functions, Formatting, and Web Queries. Objectives. Enter a formula using the keyboard and Point mode Recognize smart tags and option buttons Apply the AVERAGE, MAX, and MIN functions Verify a formula using Range finder - PowerPoint PPT Presentation

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Page 1: Excel Project 2

Office 2003Introductory Concepts

and Techniques

M i c r o s o f t

Excel Project 2

Formulas, Functions, Formatting,

and Web Queries

Page 2: Excel Project 2

2Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Objectives

• Enter a formula using the keyboard and Point mode

• Recognize smart tags and option buttons

• Apply the AVERAGE, MAX, and MIN functions

• Verify a formula using Range finder

• Format a worksheet using buttons and commands

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3Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Objectives

• Add conditional formatting to a range of cells

• Change the width of a column and height of a row

• Check the spelling of a worksheet

• Preview how a printed copy of the worksheet will look

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4Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Objectives

• Print a partial or complete worksheet

• Display and print the formulas version of a worksheet

• Use a Web query to get real-time data from a Web site

• Rename sheets in a workbook

• E-mail the active workbook from within Excel

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5Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Starting and Customizing Excel

• Click the Start button on the Windows taskbar, point to All Programs on the Start menu, point to Microsoft Office on the All Programs submenu, and then click Microsoft Office Excel 2003 on the Microsoft Office submenu

• If the Excel window is not maximized, double-click its title bar to maximize it

• If the Language bar appears, right-click it and then click Close the Language bar on the shortcut menu

• If the Getting Started task pane appears in the Excel window, click its Close button in the upper-right corner

• If the Standard and Formatting toolbars are positioned on the same row, click the Toolbar Options button and then click Show Button on Two Rows

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6Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Entering the Worksheet Title and Subtitle• Select the cell A1. Type Blue Chip Stock Club in the cell and then press the DOWN ARROW key

• Type Investment Analysis in cell A2 and then press the DOWN ARROW key

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Entering the Column Titles, Stock Data, and Row Titles• Enter the values in their respective cells as

shown on the following slide. Use the ALT+ENTER key combination to move to the next line within a cell

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8Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Entering the Column Titles, Stock Data, and Row Titles

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Saving the Workbook

• With a floppy disk in drive A, click the Save button on the Standard toolbar

• When Excel displays the Save As dialog box, type Blue Chip Stock Club Investment Analysis in the File name text box

• If necessary, click 3½ Floppy (A:) in the Save in list. Click the Save button in the Save As dialog box

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Entering a Formula Using the Keyboard• With cell F4 selected,

type =d4*e4 in the cell

• Press the RIGHT ARROW key twice to select cell H4

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11Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Entering Formulas Using Point Mode• With cell H4 selected, type = (equal sign) to

begin the formula and then click cell D4• Type * (asterisk) and then click cell G4• Click the Enter box and then click cell I4. Type =

(equal sign) and then click cell H4. Type – (minus sign) and then click cell F4

• Click the Enter box. Click cell J4. Type = (equal sign) and then click cell I4. Type / (division sign) and then click cell F4. Click the Enter box

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12Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Entering Formulas Using Point Mode

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Copying Formulas Using the Fill Handle• Click cell F4 and then point to the fill handle. • Drag the fill handle down through cell F12 and

continue to hold down the mouse button• Release the mouse button. • Select the range H4:J4 and then point to the fill

handle• Drag the fill handle down through the range

H5:J12

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Copying Formulas Using the Fill Handle

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15Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Determining Totals Using the AutoSum Button• Select cell F13. Click

the AutoSum button on the Standard toolbar twice.

• Select the range H13:I13. Click the AutoSum button

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Determining the Total Percent Gain/Loss• Select cell J12 and

then point to the fill handle

• Drag the fill handle down through cell J13

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Determining the Average of a Range of Numbers Using the Keyboard and Mouse

• Click cell D14

• Type =average( in the cell

• Click cell D4, the first endpoint of the range to average and drag through cell D12, the second endpoint of the range to average

• Click the Enter box

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Determining the Average of a Range of Numbers Using the Keyboard and Mouse

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Determining the Highest Number in a Range of Numbers Using the Insert Function Box

• Select cell D15• Click the Insert Function box on the formula

bar• When Excel displays the Insert Function

dialog box, click MAX in the Select a function list

• Click the OK button• When Excel displays the Function Arguments

dialog box, type d4:d12 in the Number1 box• Click the OK button

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Determining the Highest Number in a Range of Numbers Using the Insert Function Box

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Determining the Lowest Number in a Range of Numbers Using the AutoSum Button Menu

• Select cell D16

• Click the AutoSum button arrow on the Standard toolbar

• Click Min

• Click cell D4 and then drag through cell D12

• Click the Enter box

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22Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Determining the Lowest Number in a Range of Numbers Using the AutoSum Button Menu

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Copying a Range of Cells Across Columns to an Adjacent Range Using the Fill Handle

• Select the range D14:D16• Drag the fill handle in the lower-right

corner of the selected range through cell J16 and continue to hold down the mouse button

• Release the mouse button• Select cell J14 and press the DELETE key

to delete the average of the percent gain/loss

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Copying a Range of Cells Across Columns to an Adjacent Range Using the Fill Handle

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Saving a Workbook Using the Same File Name• Click the Save button on the Standard

toolbar

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Verifying a Formula Using Range Finder• Double-click cell J4• Press the ESC key to

quit Range Finder• Select cell A18

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Changing the Font and Centering the Worksheet Title• Click cell A1• Click the Font box arrow on the Formatting

toolbar• Click Arial Black (or Impact if Arial Black is not

available)• Click the Font Size box arrow on the Formatting

toolbar and click 28 in the Font Size list• Click the Bold button on the Formatting toolbar

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Changing the Font and Centering the Worksheet Title• Select the range A1:J1. Right-click the

selection• Click Format Cells on the shortcut menu• When Excel displays the Format Cells

dialog box, click the Alignment tab• Click the Horizontal box arrow and select

Center in the Horizontal list• Click the Vertical box arrow and select

Center in the Vertical list

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Changing the Font and Centering the Worksheet Title• Click the Merge cells

check box in the Text control area

• Click the OK button

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30Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Changing the Font and Centering the Worksheet Subtitle• Click cell A2. Click the Font box arrow on the Formatting

toolbar• Click Arial Black (or Impact if Arial Black is not available)• Click the Font Size box arrow on the Formatting toolbar

and then click 18 in the Font Size list• Click the Bold button on the Formatting toolbar• Select the range A2:J2. Right-click the selection. Click

Format Cells on the shortcut menu. When Excel displays the Format Cells dialog box, click the Alignment tab. Click the Horizontal box arrow and select Center in the Horizontal list. Click the Vertical box arrow and select Center in the Vertical list. Click Merge cells in the Text control area. Click the OK button

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Changing the Font and Centering the Worksheet Subtitle

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Changing the Background and Font Colors and Applying a Box Border to the Worksheet Title and Subtitle

• Select the range A1:A2, click the Fill Color button arrow on the Formatting toolbar

• Click the color Blue (column 6, row 2) on the Fill Color Palette

• Click the Font Color button arrow on the Formatting toolbar

• Click the color White (column 8, row 5) on the Fill Color Palette

• Click the Font Color button arrow on the Formatting toolbar

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Changing the Background and Font Colors and Applying a Box Border to the Worksheet Title and Subtitle

• Click the Thick Box Border button (column 4, row 3) on the Borders palette

• Click cell B16 to deselect the range A1:A2

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Bolding, Centering, and Applying a Bottom Border to the Column Titles• Select the range A3:J3• Click the Bold button on the Formatting

toolbar• Click the Center button on the Formatting

toolbar• Click the Borders button arrow on the

Formatting toolbar• Click the Bottom Border button (column 2

row 1) on the Borders palette

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Bolding, Centering, and Applying a Bottom Border to the Column Titles

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Centering Data in Cells and Formatting Dates• Select the range B4:B12• Click the Center button on the Formatting toolbar• Select the range C4:C12• Right-click the selected range and then click

Format Cells on the shortcut menu• When Excel displays the Format Cells dialog

box, click the Number tab, click Date in the Category list, click 03/14/01 in the Type list

• Click the OK button• Select cell E4 to deselect the range C4:C12

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Centering Data in Cells and Formatting Dates• When Excel displays the Format Cells

dialog box, click the Number tab, click Date in the Category list, click 03/14/01 in the Type list

• Click the OK button

• Select cell E4 to deselect the range C4:C12

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38Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Centering Data in Cells and Formatting Dates

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39Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Applying a Currency Style Format and Comma Style Format Using the Formatting Toolbar• Select the range E4:I4

• While holding down the CTRL key, select the range F13:I13

• Click the Currency Style button on the formatting toolbar

• Select the range E5:I12

• Click the Comma Style button on the Formatting toolbar

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Applying a Currency Style Format and Comma Style Format Using the Formatting Toolbar• Click cell E4. While holding down the CTRL key,

select cell G4• Click the Increase Decimal button on the

Formatting toolbar• Select the range E5:E12. While holding down

the CTRL key, select the range G5:G12• Click the Increase Decimal button on the

Formatting toolbar• Click cell A12 to deselect the range G5:G12

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41Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Applying a Currency Style Format and Comma Style Format Using the Formatting Toolbar

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Applying a Thick Bottom Border to the Row Above the Total Row and Bolding the Total Row Titles• Select the range A12:J12, click the

Borders button arrow on the Formatting toolbar, and then click the Thick Bottom Border button (column 2, row 2) on the Borders palette

• Select the range A13:A16, and then click the Bold button on the Formatting toolbar. Click cell E14 to deselect the range A13:A16

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43Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Applying a Thick Bottom Border to the Row Above the Total Row and Bolding the Total Row Titles

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44Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Applying a Currency Style Format with a Floating Dollar Sign Using the Format Cells Command• Select the range E14:I16. Right-click the

selected range• Click Format Cells on the shortcut menu• Click the Number tab in the Format Cells

dialog box• Click Currency in the Category list and

then click the third style ($1,234.10) in the Negative numbers list

• Click the OK button

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45Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Applying a Currency Style Format with a Floating Dollar Sign Using the Format Cells Command

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Applying a Percent Style Format

• Select the range J4:J16

• Click the Percent Style button on the Formatting toolbar

• Click the Increase Decimal button on the Formatting toolbar twice

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Applying Conditional Formatting

• Select the range J4:J12• Click Format on the menu bar• Click Conditional Formatting• When the Conditional Formatting dialog

box appears, if necessary, click the leftmost text box arrow and then click Cell Value Is

• Click the middle text box arrow and then click less than

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Applying Conditional Formatting

• Type 0 in the rightmost text box

• Click the Format button

• When Excel displays the Format Cells dialog box, click the Patterns tab and then click the color Red (column 1, row 3)

• Click the Font tab and then click Bold in the Font style list

• Click the Color box arrow

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Applying Conditional Formatting

• Click the color White (column 8, row 5) and then click the OK button

• Click the OK button• Click cell B16 to

deselect the range J4:J12

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Changing the Widths of Columns

• Point to the boundary on the right side of the column A heading above row 1

• When the mouse pointer changes to a split double arrow, drag to the right until the ScreenTip indicates Width: 13.00 (96 pixels).

• Release the mouse button• Drag through column headings B through D above

row 1• Point to the boundary on the right side of column

heading D

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Changing the Widths of Columns

• Double-click the right boundary of column heading D to change the width of columns B, C, and D to best fit

• Click the column E heading above row 1• While holding down the CTRL key, click the column

G heading and then the column J heading above row 1 so that columns E, G, and J are selected

• Point to the boundary on the right side of the column J heading above row 1

• Drag until the ScreenTip, Width: 10.00 (75 pixels)

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Changing the Widths of Columns

• Release the mouse button• Click the column F heading above row 1 to

select column F• While holding down the CTRL key, click the

column H and I headings above row 1 so that columns F, H, and I are selected

• Point to the boundary on the right side of the column I heading above row 1

• Drag to the right until the ScreenTip indicates Width: 12.00 (89 pixels)

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Changing the Widths of Columns

• Release the mouse button.

• Click cell B16 to deselect columns F, H, and I

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Changing the Height of Rows

• Point to the boundary below row heading 3

• Drag up until the ScreenTip indicates Height: 45.00 (60 pixels)

• Release the mouse button

• Point to the boundary below row heading 14

• Drag down until the ScreenTip indicates Height: 24.00 (32 pixels)

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Changing the Height of Rows

• Release the mouse button and then select cell B16

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Checking Spelling on the Worksheet• Click cell A3 and then type Stcok to misspell

the word Stock• Click cell A1• Click the Spelling button on the Standard toolbar• With the word Stock highlighted in the

Suggestions box, click the Change button• As the spell checker checks the remainder of the

worksheet, click the Ignore All and Change buttons as needed

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Checking Spelling on the Worksheet• Click the OK button• Click the Save button

on the Standard toolbar to save the workbook

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Previewing and Printing a Worksheet• Point to the Print Preview button on the Standard

toolbar• Click the Print Preview button• Click the Setup button• When Excel displays the Page Setup dialog box,

click the Page tab and then click Landscape in the Orientation area

• Click the OK button

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Previewing and Printing a Worksheet• Click the Print

button• Click the OK button• Click the Save

button on the Standard toolbar

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Printing a Section of the Worksheet

• Select the range A3:F16• Click File on the menu

bar and then click Print• Click Selection in the

Print what area• Click the OK button• Click cell B16 to deselect

the range A3:F16

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Displaying the Formulas in the Worksheet and Fitting the Printout on One Page

• Press CTRL+ACCENT MARK (`)• When Excel displays the formulas version of the

worksheet, click the right horizontal scroll arrow until column J appears

• If the Formula Auditing toolbar appears, click its Close button

• Click File on the menu bar and then click Page Setup

• When Excel displays the Page Setup dialog box, click the Page tab

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Displaying the Formulas in the Worksheet and Fitting the Printout on One Page

• If necessary, click Landscape to select it and then click Fit to in the Scaling area

• Click the Print button in the Page Setup dialog box

• When Excel displays the Print dialog box, click the OK button

• After viewing and printing the formulas version, press CTRL+ACCENT MARK (`) to instruct Excel to display the values version

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Displaying the Formulas in the Worksheet and Fitting the Printout on One Page

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Changing the Print Scaling Option Back to 100%• Click File on the menu bar and then click

Page Setup

• Click the Page tab in the Page Setup dialog box. Click Adjust to in the Scaling area

• If necessary, type 100 in the Adjust to box

• Click the OK button

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65Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Importing Data from a Web Source Using a Web Query• With the Blue Chip Stock Club Investment

Analysis workbook open, click the Sheet2 tab at the bottom of the window

• With cell A1 active, click Data on the menu bar, point to Import External Data on the Data menu

• Click Import Data on the Import External Data submenu

• Double-click MSN MoneyCentral Investor Stock Quotes

• When Excel displays the Import Data dialog box, if necessary, click Existing worksheet to select it

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Importing Data from a Web Source Using a Web Query• Click the OK button

• When Excel displays the Enter Parameter Value dialog box, type the nine stock symbols mmm cat ko dd ge gm intc msft wmt in the text box

• Click Use this value/reference for future refreshes to select it

• Click the OK button

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Importing Data from a Web Source Using a Web Query

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Changing the Worksheet Names

• Double-click the sheet tab labeled Sheet2 in the lower-left corner of the window

• Type Real-Time Stock Quotes as the worksheet name and then press the ENTER key

• Double-click the sheet tab labeled Sheet1 in the lower-left corner of the window

• Type Investment Analysis as the worksheet name and then press the ENTER key

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Changing the Worksheet Names

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70Excel Project 2: Formulas, Functions, Formatting, and Web Queries

E-Mailing a Workbook from within Excel• With the Blue Chip Stock Club Investment

Analysis workbook open, click File on the menu bar and then point to Send To

• Click Mail Recipient (as Attachment) on the Send To submenu

• When the e-mail Message window appears, type [email protected] in the To text box

• Type the message shown on the following slide in the message area

• Click the Send button

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71Excel Project 2: Formulas, Functions, Formatting, and Web Queries

E-Mailing a Workbook from within Excel

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Saving the Workbook and Quitting Excel• Click the Save button on the Standard

toolbar

• Click the Close button on the upper-right corner of the title bar

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73Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Summary

• Enter a formula using the keyboard and Point mode

• Recognize smart tags and option buttons

• Apply the AVERAGE, MAX, and MIN functions

• Verify a formula using Range finder

• Format a worksheet using buttons and commands

Page 74: Excel Project 2

74Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Summary

• Add conditional formatting to a range of cells

• Change the width of a column and height of a row

• Check the spelling of a worksheet

• Preview how a printed copy of the worksheet will look

Page 75: Excel Project 2

75Excel Project 2: Formulas, Functions, Formatting, and Web Queries

Summary

• Print a partial or complete worksheet

• Display and print the formulas version of a worksheet

• Use a Web query to get real-time data from a Web site

• Rename sheets in a workbook

• E-mail the active workbook from within Excel

Page 76: Excel Project 2

Office 2003Introductory Concepts

and Techniques

M i c r o s o f t

Excel Project 2 Complete