Getting to Know Excel

Core Training for Microsoft Office Excel 2003

Introducing Excel

1	To start Excel, on the Windows taskbar, click Start, point to All Programs, point to Microsoft Office, and click Microsoft Office Excel 2003.
2	To begin opening an existing workbook, click the File menu, and then click Open.
3	To begin selecting an existing workbook, in the Open dialog box, double-click the GardenCompany folder, and then, double-click the Products sub folder.
4	To open a workbook, click Tools, and then click Open.
5	To access Excel Help, to the right of the Menu bar, click the Type a question for help box.
6	To ask Excel Help a question, for the purposes of this exercise, press SPACEBAR, wait while insert chart is typed for you, and then press ENTER.
7	To display the Help topic that describes how to add a chart title to a chart, in the Search Results pane, click Add a chart title.
8	To close the Microsoft Office Excel Help window, in the upper-right corner of the window, click the Close button.
9	To close the Search Results pane, in the upper-right corner of the pane, click the Close button.
10	To insert a new worksheet, click the Insert menu, and then click Worksheet.
11	To delete Sheet1, ensure that it is the active worksheet, click the Edit menu, click Delete Sheet, and then, in response to the message box that appears, click Delete.
12	To close the current workbook, in the upper-right corner of the window, click the lower of the two Close buttons, and in response to the message box asking whether to save the changes, click No.
13	To close Excel, in the upper-right corner of the window, click the Close button.

Saving Changes to an Existing Workbook

1	To start Excel, on the Windows taskbar, click Start, point to All Programs, point to Microsoft Office, and then click Microsoft Office Excel 2003.
2	To open an existing workbook, on the Standard toolbar, click the Open button.
3	To edit the data in cell C16, click the indicated cell C16; for the purposes of this exercise, press SPACEBAR, wait while 15.95 is typed for you, and then press ENTER.
4	To save the changes, on the Standard toolbar, click the Save button.
5	To begin editing file properties, click the File menu, and then click Properties.
6	To assign an attribute to the file, in the Tools Properties dialog box, click the Keywords box, and then, for the purposes of this exercise, press SPACEBAR and Products will be typed for you.
7	To begin specifying a completion date for the file, click the Custom tab, and then, in the list under the Name box, click Date completed.
8	To specify the date type, click the Type arrow, and in the list, click Date.
9	To specify a date, click the Value box; for the purposes of this exercise, press SPACEBAR, wait while 10/13/03 is typed for you, and then click OK.
10	To save the changes as a different file, click the File menu, and then click Save As.
11	To save the file with a new name, for the purposes of this exercise, press SPACEBAR and ToolsProducts will be typed for you in the File name box.
12	To select a different folder for saving the file, in the Save As dialog box, click the Up One Level button as indicated, and then, double-click the Reports sub folder.
13	To select a different format for the file, click the Save as type box arrow, click two times below the scroll box on the scroll bar, and click WK4 (1-2-3).
14	To finish saving the file, click Save, and then, in response to the message box asking whether you want to keep this format, in the Microsoft Office Excel dialog box, click Yes.

Organizing Data

1	To open the Tools worksheet and begin organizing data, on the tab bar, click the Tools tab, as indicated.
2	To display the cell identifier in the Name Box and to display the value of an active cell in the Formula Bar, click cell A3.
3	To select and copy cells to a different worksheet, drag from cell A3 to cell C6, and then, on the Standard toolbar, click the Copy button, as indicated.
4	To open a different worksheet, in the tab scrolling area, click the indicated Next button two times, and then click the Summary tab.
5	To paste the copied cells, click cell A3, and on the Standard toolbar, click the indicated Paste button.
6	To open a different worksheet and start identifying a cell by its cell identifier, click the indicated Previous button two times, and then click the Tools tab.
7	To enter a cell identifier, click the Name Box, for the purposes of this exercise, press SPACEBAR, wait while B9 is typed for you, and then press ENTER.
8	Notice that cell B9 with the value Long-handled Loppers has been selected. To open a different worksheet, in the tab scrolling area, click the Next button two times, and then click the Summary tab.
9	To select and begin moving columns to a different area in the worksheet, drag column headingA to column headingC, and then, on the Standard toolbar, click the indicated Cut button.
10	To define an area and finish moving the selected columns to that area, drag column headingB to the column headingD, and on the Standard toolbar, click the Paste button.

Creating and Using Lists

1	To select a range of data and begin creating a list from it, click cell A3, hold down SHIFT, click cell C18, and release SHIFT.
2	To convert the selected range of data into a list, click the Data menu, point to List, and then click Create List.
3	To accept the selected data as the data for the list, in the Create List dialog box, click OK.
4	To add a new column to the list, click cell D3, for the purposes of this exercise, press SPACEBAR, wait while Qty is typed for you, and then press ENTER.
5	To insert data into the new column in the list, press SPACEBAR, wait while 35 is typed for you, and then press ENTER.
6	To display the total number of rows in the list, on the List toolbar, click the Toggle Total Row button.
7	Notice that the sum of the data in the Qty column is displayed in cell D20. To change this value to the total number of rows, click cell D20, click the arrow that appears, and click Count.
8	To begin publishing a list on a SharePoint server, on the List toolbar, click List, and then click Publish List.
9	To specify the address of the SharePoint site, press SPACEBAR, and gardenco.msn.com will be typed for you in the Address box.
10	To add the list as a new list on the SharePoint server, in the Publish List to SharePoint Site - Step 1 of 2 dialog box, click the Link to the new SharePoint list check box to insert a check mark.
11	To specify a name for the list, click the Name box, for the purposes of this exercise, press SPACEBAR, wait while Furniture Products is typed for you, and then click Next.
12	To finish publishing the list, in the Publish List to SharePoint Site - Step 2 of 2 dialog box, click Finish, and then in the Windows SharePoint Services dialog box, click OK.
13	Notice that a new column, ID, is added in the list. To display the List toolbar and view the list on the SharePoint site, click cell A3, on the List toolbar, click List, and then click View List on Server.
14	To view more records in the list, in the Furniture Products - Microsoft Internet Explorer window, in the Datasheet view, click below the scroll box on the vertical scroll bar.
15	To return to the Excel workbook and begin adding a new record, in the upper-right corner of the window, click the indicated Minimize button.
16	To add a new record to the list, click cell B19, press SPACEBAR, wait while FN1405 is typed for you, and then press TAB.
17	To save the changes and refresh the list on the SharePoint site, on the List toolbar, click the indicated Synchronize List button.
18	To view the changes in the Microsoft Internet Explorer window, on the Windows taskbar, click the Furniture Products – Microsoft Internet Explorer tab, and then click the indicated Refresh Data button.
19	To view the new record that has been added, in the Datasheet view, click below the scroll box on the vertical scroll bar.

Creating a Workbook

1	To begin creating a new workbook, on the Standard toolbar, click the New button.
2	To begin saving the new workbook, on the Standard toolbar, click the Save button.
3	To assign a name to the workbook, for the purposes of this exercise, press SPACEBAR, and SalesTrack will be typed for you in the Save As dialog box, in the File name box.
4	To finish saving the workbook, in the Save As dialog box, click Save.
5	To enter a value into a cell, click cell B6 and, for the purposes of this exercise, press SPACEBAR, and Day will be typed for you.
6	To automatically enter days into the cells, position the pointer on the fill handle in the lower-right corner of cell B8 until it changes to a black plus sign, and then drag it to cell B10.
7	To enter a time-based value into a cell, click cell C6 and, for the purposes of this exercise, press SPACEBAR and 9:00 will be typed for you.
8	To begin completing the series automatically in the subsequent cells, drag cell C6 to cell D6.
9	To finish filling the selected cells, position the pointer on the fill handle in the lower-right corner of cell D6 until it changes to a black plus sign, and then drag it to cell J6.
10	To close the workbook, in the upper-right corner of the window, click the lower of the two Close buttons.
11	To begin using the AutoComplete feature of Excel, for the purposes of this exercise, press SPACEBAR, and Bamboo S will be typed for you in the Sells workbook, in cell C8.
12	To accept the suggested value, Bamboo Stakes (30 cnt), for cell C8, press TAB.
13	To begin entering an existing value into a cell, click cell C9, and then, in the drop-down list, click Bird Netting.
14	To select a different worksheet and begin entering the same value into more than one cell simultaneously, on the tab bar, click the Sheet1 tab.
15	To select the cells and enter a value, drag cell C8 to J10 and, for the purposes of this exercise, press SPACEBAR, and 0 will be typed for you in cell C8.
16	To finish entering values to more than one cell, hold down CTRL, and press ENTER. and release CTRL.

Checking and Correcting Data

1	To find data and begin checking and correcting it, click the Edit menu, and then click Find.
2	To specify the data to be located, for the purposes of this exercise, press SPACEBAR, and in the Find and Replace dialog box, in the Find what box, Comfy will be typed for you.
3	To locate the specified data, in the Find and Replace dialog box, click Find Next.
4	To continue locating the specified data, in the Find and Replace dialog box, click Find Next.
5	To begin replacing all instances of the specified data, click the Replace tab, and, for the purposes of this exercise, press SPACEBAR, and in the Replace with box, Cushy will be typed for you.
6	To replace all instances of the old data with the new data, click Replace All, and then, in the message box informing you that three replacements have been made, click OK.
7	To begin searching for new data, in the Find and Replace dialog box, click the Find tab, and then press BACKSPACE five times.
8	To begin setting the font options for locating new data, below the Find what box, click Options, and then click Format.
9	To enable Excel to locate italicized text, in the Find Format dialog box, click the Font tab, and then, in the Font style list, click Italic, and then click OK.
10	To locate italicized text, in the Find and Replace dialog box, click Find Next.
11	Notice that in the Furniture worksheet, Excel selects the first cell containing italicized text. To close the Find and Replace dialog box, click Close.
12	To remove italics from the selected cell, on the Formatting toolbar, click the indicated Italic button.
13	To undo the formatting change, on the Formatting toolbar, click the indicated Undo button.
14	To redo the formatting change, on the Formatting toolbar, to the right of the Undo button, click the Redo button.
15	To begin checking the spelling of data in the worksheet, click the Tools menu, and then click Spelling.
16	To correct the misspelled word detected by Excel, in the Spelling: English (U.S.) dialog box, in the Suggestions box, ensure that Arbor is selected, and then click Change.
17	To check spellings in the entire worksheet, click Yes in response to the message box that appears, and then, in the second message box that appears, click OK.
18	To begin searching for words in the thesaurus provided by Excel, click cell A1, click the Tools menu, and then click Research.
19	To open the thesaurus, in the Research task pane, click the down arrow next to All Reference Books, and click Thesaurus: English (U.S.).
20	To replace a selected word, in the list of similar words suggested by the thesaurus, position the pointer over fixtures, click the arrow next to the outline box that appears, and click Insert.
21	To look up data text in the Microsoft® Encarta® Encyclopedia, click the Thesaurus: English (U.S.) box arrow, and then click Encarta Encyclopedia: English (North America).