Microsoft Excel 2013

Office 2013 and Windows 8: Essential Concepts and Skills

MicrosoftExcel 2013

Office 2013 and Windows 8: Essential Concepts and Skills 2

• Use a touch screen• Perform basic mouse operations• Start Windows and sign in to an account• Identify the objects on the Windows 8 desktop• Identify the apps in and versions of Microsoft

Office 2013• Run an app• Identify the components of the Microsoft Office

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Objectives


• Create folders• Save files• Change screen resolution• Perform basic tasks in Microsoft Office apps• Manage files• Use Microsoft Office Help and Windows Help

Objectives


• Sign in to an account• Use windows• Use features in Excel that are common across

Office apps• File and folder management• Switch between apps

Roadmap


• Save and manage files• Change screen resolution• Exit apps• Use additional Office app features• Use Office and Windows help

Roadmap


• Windows 8 is the newest version of Microsoft Windows, which is the most popular and widely used operating system

• An operating system is a computer program (set of computer instructions) that coordinates all the activities of computer hardware such as memory, storage devices, and printers, and provides the capability for you to communicate with the computer

• Windows 8 is used to run apps

Introduction to the Windows 8 Operating System


Using a Touch Screen


Using a Mouse


• A scroll bar is a horizontal or vertical bar that appears when the contents of an area may not be visible completely on the screen

Scrolling


• Swipe up or click the lock screen to display a sign-in screen

• Tap or click the user icon on the sign-in screen, which depending on settings, either will display a second sign-in screen that contains a Password text box or will display the Windows Start screen

• If Windows 8 displays a sign-in screen with a Password text box, type your password in the text box

• Tap or click the Submit button to sign in to your account and display the Windows Start screen

Signing In to an Account


Signing In to an Account


The Windows Start Screen


• Microsoft Office 2013 includes a variety of apps– Microsoft Word 2013– Microsoft PowerPoint 2013– Microsoft Excel 2013– Microsoft Access 2013– Microsoft Outlook 2013

Introduction to Microsoft Office 2013


– Microsoft Publisher 2013– Microsoft OneNote 2013– Microsoft InfoPath Designer 2013– Microsoft SharePoint Workspace 2013– Microsoft Lync 2013

Introduction to Microsoft Office 2013


Microsoft Office 2013 Suites


• Excel is a powerful spreadsheet app that allows users to organize data, complete calculations, make decisions, graph data, develop professional-looking reports, publish organized data to the web, and access real-time data from websites– Workbooks and worksheets– Charts– Tables– Web support

Excel


• If necessary, scroll to display the Excel tile on the Start screen

• Tap or click the Excel 2013 tile to run the Excel app and display the Excel start screen

• Tap or click the Blank workbook thumbnail on the Excel start screen to create a blank Excel workbook in the Excel window

Running an App from the Start Screen


Running an App from the Start Screen


• Swipe in from the left edge of the screen and then back to the left, or point to the lower-left corner of the desktop to display a thumbnail of the Start screen

• Tap or click the thumbnail of the Start screen to display the Start screen

• Tap or click the Desktop tile to redisplay the Excel app in the desktop

Switching between an App and the Start Screen


Switching between an App and the Start Screen


• Tap or click the Maximize button next to the Close button on the window’s title bar to maximize the window

Maximizing a Window


Excel Workbook Window, Ribbon, and Elements Common to the Office Apps


• Tap or click the tab on the ribbon to display

Displaying a Different Tab on the Ribbon


• Tap or click the ‘Collapse the Ribbon’ button on the ribbon to collapse the ribbon

• Tap or click HOME on the ribbon to expand the HOME tab

• Tap or click the ‘Pin the ribbon’ button on the expanded HOME tab to restore the ribbon

• Tap or click the ‘Ribbon Display Options’ button to display the Ribbon Display Options menu

Collapsing and Expanding the Ribbon and Using Full Screen Mode


• Tap or click Auto-hide Ribbon to use Full Screen mode, which hides all the commands from the screen

• Tap or click the ellipsis to display the ribbon temporarily

• Tap or click the ‘Ribbon Display Options’ button to display the Ribbon Display Options menu

• Tap or click ‘Show Tabs and Commands’ to exit Full Screen mode





• Press and hold or right-click the Quick Access Toolbar to display a shortcut menu that presents a list of commands related to the Quick Access Toolbar

• Tap or click ‘Show Quick Access Toolbar Below the Ribbon’ on the shortcut menu to display the Quick Access Toolbar below the ribbon

• Press and hold or right-click the Quick Access Toolbar to display a shortcut menu

• Tap or click ‘Show Quick Access Toolbar Above the Ribbon’ on the shortcut menu to return the Quick Access Toolbar to its original position

Using a Shortcut Menu to Relocate

the Quick Access Toolbar


Using a Shortcut Menu to Relocate

the Quick Access Toolbar


• Tap or click the ‘Customize Quick Access Toolbar’ button to display the Customize Quick Access Toolbar menu

• Tap or click the desired command to add to the Quick Access Toolbar

Customizing the Quick Access Toolbar


Customizing the Quick Access Toolbar


• Tap or click cell A1 to make it the active cell• Type the desired worksheet title• Tap or click the Enter box to complete the entry and

enter the worksheet title in cell A1

Entering a Worksheet Title


• Tap or click the File Explorer app button on the taskbar to run the File Explorer app

• Tap or click the Documents library in the navigation pane to display the contents of the Documents library in the file list

• Tap or click the New folder button on the Quick Access Toolbar to display a new folder icon with the name, New folder, selected in a text box

• Type the desired folder name, and then press the ENTER key

Creating a Folder


Creating a Folder


• Double-tap or double-click the desired folder to display its contents and display a black arrow to the left of the folder icon

• Double-tap or double-click the folder identifying your class to collapse the folder

Expanding a Folder, Scrolling through Folder Contents, and Collapsing a Folder


Expanding a Folder, Scrolling through Folder Contents, and Collapsing a Folder


• If you are using a mouse, point to the app button on the taskbar to see a live preview of the window

• Tap or click the app button or the live preview to make the app associated with the app button the active window

Switching from One App to Another


• Tap or click the Save button on the Quick Access Toolbar to display either the Save As gallery in the Backstage view or the Save As dialog box

• Type the desired file name in the File name text box to change the file name

• If your screen displays the Backstage view, tap or click Computer, if necessary, to display options in the right pane related to saving on your computer

• If your screen displays the Backstage view, tap or click the Browse button in the right pane to display the Save As dialog box

Saving a File in a Folder


• Type the desired file name in the File name box• Navigate to the desired save location• Tap or click the Save button to save the workbook

in the selected folder on the selected drive with the entered file name





• Tap or click the Minimize button on the app’s title bar to minimize the window

• Tap or click the app button on the taskbar to restore the minimized window

Minimizing and Restoring a Window


• Tap or click FILE on the ribbon to open the Backstage view• Tap or click the Save As tab in the Backstage view to display

the Save As gallery• Tap or click SkyDrive to display SkyDrive saving options or a

Sign In button, if you are not signed in already to your Microsoft account

• If your screen displays a Sign In button, tap or click it to display the Sign in dialog box

• Type your Microsoft account user name and password in the text boxes and then tap or click the Sign in button to sign in to SkyDrive

Saving a File on SkyDrive


• Tap or click your SkyDrive to select your SkyDrive as the storage location

• Tap or click the Browse button to contact the SkyDrive server (which may take some time, depending on the speed of your Internet connection) and then display the Save As dialog box

• Tap or click the Save button to save the file on SkyDrive





• Tap or click the Show desktop button, which is located at the far-right edge of the taskbar, to display the Windows desktop

• Press and hold or right-click an empty area on the Windows desktop to display a shortcut menu that displays a list of commands related to the desktop

• Tap or click Screen resolution on the shortcut menu to open the Screen Resolution window

• Tap or click the Resolution button in the Screen Resolution window to display the resolution slider

• If necessary, drag the resolution slider to the desired screen resolution• Tap or click an empty area of the Screen Resolution window to close the

resolution slider• Tap or click the OK button to change the screen resolution• Tap or click the Keep changes button to accept the new resolution

Changing the Screen Resolution


Changing the Screen Resolution


• Tap or click the Close button on the right side of the app’s title bar to close the workbook and exit the app

Exiting an Appwith One Document Open


• Insert a USB flash drive in an available USB port on the computer to connect the USB flash drive

• Tap or click the File Explorer app button on the taskbar to make the folder window the active window

• Navigate to the desired folder to copy• Press and hold or right-click the folder to copy• Tap or point to Send to, which causes a submenu to

appear• Tap or click the USB flash drive to copy the folder to

the USB flash drive

Copying a Folder to a USB Flash Drive


Copying a Folder to a USB Flash Drive


• Swipe in from the right edge of the screen or point to the upper-right corner of the screen to display the Charms bar

• Tap or click the Search charm on the Charms bar to display the Search menu

• Type the app name as the search text in the Search box

• Tap or click the desired search result

Running an AppUsing the Search Box


Running an AppUsing the Search Box


• Tap or click FILE on the ribbon to open the Backstage view and then tap or click Open in the Backstage view to display the Open gallery in the Backstage view

• Tap or click Computer to display recent folders accessed on your computer

• Tap or click the Browse button to display the Open dialog box

• If necessary, navigate to the location of the file to open• Tap or click the file to open• Tap or click the Open button to open the file

Opening an Existing File


Opening an Existing File


• Tap or click FILE on the ribbon to open the Backstage view

• Tap or click the New tab in the Backstage view to display the New gallery

• Tap or click the Blank workbook thumbnail in the New gallery to create a new workbook

Creating a New Workbookfrom the Backstage View


Creating a New Workbookfrom the Backstage View



• Tap or click Close in the Backstage view to close the open file without exiting the active app

Closing a File Using the Backstage View



• Tap or click the Open tab in the Backstage view to display the Open gallery

• Tap or click the desired file name in the Recent Workbooks list to open the file

Opening a Recent File Using the Backstage View


Opening a Recent File Using the Backstage View


• In File Explorer, display the folder in which you want to create the new publication

• Press and hold or right-click an open area in the file list to display a shortcut menu

• Tap or point to New on the shortcut menu to display the New submenu

• Tap or click ‘Microsoft Excel Worksheet’ on the New submenu to display an icon and text box for a new file in the current folder window

• Type the desired file name in the text box, and then press the ENTER key

Creating a New Blank Workbookfrom File Explorer


Creating a New Blank Workbookfrom File Explorer


• Display the folder window containing the file you wish to open

• Press and hold or right-click the file icon or file name to display a shortcut menu

• Tap or click Open on the shortcut menu to open the selected file in the app used to create the file

Running an App from File Explorer and Opening a File


• Tap or click the Save button on the Quick Access Toolbar to overwrite the previously saved file

Saving an Existing Filewith the Same File Name


• Navigate to the location of the file to be renamed• Press and hold or right-click the file to be

renamed to display a shortcut menu that presents a list of commands related to files

• Tap or click Rename on the shortcut menu to place the current file name in a text box

• Type the new file name in the text box and then press the ENTER key

Renaming a File


Renaming a File


• Navigate to the location of the file to be moved• Display the folder in the navigation pane to which

you want to move the file• Drag the file from the right pane to the desired

folder in the navigation pane

Moving a File


Moving a File


• Navigate to the location of the file to be deleted• Press and hold or right-click the file to be deleted

to display a shortcut menu• Tap or click Delete on the shortcut menu to delete

the file• If a dialog box appears, tap or click the Yes button

to delete the file

Deleting a File


Deleting a File


• Tap or click the Microsoft Excel Help button near the upper-right corner of the program window to open the Excel Help window

Opening the Help Window in an Office App


• Drag the window title bar to the desired location

Moving a Window by Dragging


• If you are using a mouse, point to the lower-right corner of the window until the mouse pointer changes to a two-headed arrow

• Drag the bottom border to display more of the active window

Resizing a Window by Dragging


• Type the search text in the ‘Search online help’ text box at the top of the Excel Help window

• Tap or click the ‘Search online help’ button to display the search results

• Tap or click the desired link to open the Help document

• Tap or click the Home button in the Help window to clear the search results and redisplay the Help home page

Obtaining Help Using the ‘Search online help’ Text Box






• With the Help window open, tap or click the Home button on the toolbar to display the Help home page

• Tap or click the desired link to view a list of Help subtopics

• Tap or click the desired subtopic to view the associated article

Obtaining Help Using Help Links


• Windows Help and Support is available when using Windows or when using any Microsoft app running in Windows

Using Windows Help and Support


• Swipe in from the right edge of the screen or point to the upper-right corner of the screen to display the Charms bar

• Tap or click the Settings charm on the Charms bar to display the Settings menu

• Tap or click Help to open the Windows Help and Support window

• After reviewing the Windows Help and Support window, tap or click the Close button to close the Windows Help and Support window





• Use a touch screen• Perform basic mouse operations• Start Windows and sign in to an account• Identify the objects on the Windows 8 desktop• Identify the apps in and versions of Microsoft

Office 2013• Run an app• Identify the components of the Microsoft Office

ribbon

Chapter Summary


• Create folders• Save files• Change screen resolution• Perform basic tasks in Microsoft Office apps• Manage files• Use Microsoft Office Help and Windows Help

Chapter Summary

Chapter Complete

MicrosoftExcel 2013