Teach Yourself VISUALLY Excel 2010 - Paul McFedries - E-Book

Teach Yourself VISUALLY Excel 2010 E-Book

Paul McFedries

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See your way to super spreadsheets with Excel 2010 and this visual guide! If you're always hearing about the cool things that Excel can do, here's your chance to see how to do them! With pages of full-color, step-by-step instructions and crystal-clear screen shots, this guide shows you how to get the most out of Excel 2010. The book covers all the basics as well as Excel 2010's new features and functions, including a new interface and better collaboration tools. Crunch and chart your data over a network, over the Web, or at home-helpful tips on every page will get you there even faster! * Provides a clear look at Excel 2010, the newest version of the world's leading spreadsheet application from Microsoft, and part of the new Microsoft Office 2010 suite * Demonstrates how to create spreadsheets and charts, filter and sort data, work with PivotTable, and present your data-on a network, on the Web, or on your laptop * Explores all features and functions in full-color pages packed with screen shots and other visual graphics that clearly show you how to accomplish tasks * Includes practical examples, tips, and advice on how to use all the tools more effectively Get the very most out of Excel 2010 with this easy-to-follow guide!

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Teach Yourself VISUALLY™ Excel® 2010

Table of Contents

Chapter 1: Working with Excel
Getting to Know Excel
Build a Spreadsheet
Manipulate Data
Start Excel
Tour the Excel Window
Work with Excel’s Ribbon
Work with Excel’s Galleries
Customize the Quick Access Toolbar
Customize the Ribbon
Work with Smart Tags
Change the View
Configure Excel Options
Add Excel to the Windows 7 Taskbar
Quit Excel
Chapter 2: Entering and Editing Excel Data
Learning the Layout of a Worksheet
Understanding the Types of Data You Can Use
Enter Text into a Cell
Enter a Number into a Cell
Enter a Date or Time into a Cell
Insert a Symbol
Edit Cell Data
Delete Data from a Cell
Chapter 3: Working with Excel Ranges
Select a Range
Fill a Range with the Same Data
Fill a Range with a Series of Values
Move or Copy a Range
Insert a Row or Column
Insert a Cell or Range
Delete Data from a Range
Delete a Range
Hide a Row or Column
Freeze Rows or Columns
Merge Two or More Cells
Transpose Rows and Columns
Chapter 4: Working with Range Names
Understanding the Benefits of Using Range Names
Define a Range Name
Use Worksheet Text to Define a Range Name
Navigate a Workbook Using Range Names
Change a Range Name
Delete a Range Name
Paste a List of Range Names
Chapter 5: Formatting Excel Ranges
Change the Font and Font Size
Apply Font Effects
Change the Font Color
Align Text Within a Cell
Center Text Across Multiple Columns
Rotate Text Within a Cell
Add a Background Color to a Range
Apply a Number Format
Change the Number of Decimal Places Displayed
Apply an AutoFormat to a Range
Apply a Conditional Format to a Range
Apply a Style to a Range
Change the Column Width
Change the Row Height
Wrap Text Within a Cell
Add Borders to a Range
Copy Formatting from One Cell to Another
Chapter 6: Building Formulas and Functions
Understanding Excel Formulas
Build a Formula
Understanding Excel Functions
Add a Function to a Formula
Add a Row or Column of Numbers
Build an AutoSum Formula
Add a Range Name to a Formula
Reference Another Worksheet Range in a Formula
Move or Copy a Formula
Switch to Absolute Cell References
Toggle the Formula Bar On and Off
Troubleshoot Formula Errors
Chapter 7: Manipulating Excel Worksheets
Navigate a Worksheet
Rename a Worksheet
Create a New Worksheet
Move a Worksheet
Copy a Worksheet
Delete a Worksheet
Change the Gridline Color
Toggle Worksheet Gridlines On and Off
Toggle Worksheet Headings On and Off
Set the Worksheet Tab Color
Set the Worksheet Background
Zoom In On or Out of a Worksheet
Split a Worksheet into Two Panes
Hide and Unhide a Worksheet
Chapter 8: Dealing with Excel Workbooks
Create a New Blank Workbook
Create a New Workbook from a Template
Save a Workbook
Open a Workbook
Arrange Workbook Windows
Find Text in a Workbook
Replace Text in a Workbook
Check Spelling and Grammar
Close a Workbook
Chapter 9: Formatting Excel Workbooks
Modify the Workbook Colors
Set the Workbook Fonts
Choose Workbook Effects
Apply a Workbook Theme
Add a Workbook Header
Add a Workbook Footer
Chapter 10: Printing Excel Workbooks
Adjust the Workbook Margins
Change the Page Orientation
Insert a Page Break
Choose a Paper Size
Set the Print Area
Configure Titles to Print on Each Page
Preview the Printout
Print a Workbook
Chapter 11: Analyzing Excel Data
Sort a Range
Filter a Range
Set Data Validation Rules
Convert a Range to a Table
Create a Data Table
Summarize Data with Subtotals
Group Related Data
Analyze Data with Goal Seek
Analyze Data with Scenarios
Create a PivotTable
Load Excel’s Analysis ToolPak
Chapter 12: Visualizing Data with Excel Charts
Examining Chart Elements
Understanding Chart Types
Create a Chart
Add Chart Titles
Add Data Labels
Position the Chart Legend
Display Chart Gridlines
Display a Data Table
Change the Chart Layout and Style
Select a Different Chart Type
Change the Chart Source Data
Move or Resize a Chart
Add a Sparkline to a Cell
Chapter 13: Formatting Excel Charts
Format Chart Elements
Customize a Chart Element Background
Set a Chart Element’s Outline
Add Effects to a Chart Element
Apply a Style to a Chart Element
Apply a WordArt Style to Chart Text
Chapter 14: Adding and Editing Worksheet Graphics
Draw a Shape
Insert a Clip Art Image
Insert a Photo
Insert a WordArt Image
Insert a SmartArt Graphic
Move or Resize a Graphic
Crop a Picture
Format a Picture
Add a Shadow or Glow to a Picture
Add a Reflection or 3-D Effect to a Picture
Add an Artistic Effect to a Photo
Recolor an Image
Chapter 15: Collaborating with Other People
Add a Comment to a Cell
Protect a Worksheet’s Data
Protect a Workbook’s Structure and Windows
Share a Workbook with Other Users
Track Workbook Changes
Accept or Reject Workbook Changes
Send a Workbook as an E-Mail Attachment
Save Excel Data as a Web Page
Make a Workbook Compatible with Earlier Versions of Excel
Collaborate on a Workbook Online

Teach Yourself VISUALLY™ Excel® 2010

by Paul McFedries

Teach Yourself VISUALLY™ Excel® 2010

Published by Wiley Publishing, Inc.10475 Crosspoint BoulevardIndianapolis, IN 46256 www.wiley.com

Published simultaneously in Canada

Copyright © 2010 by Wiley Publishing, Inc., Indianapolis, Indiana

No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, 201-748-6011, fax 201-748-6008, or online at www.wiley.com/go/permissions.

Library of Congress Control Number: 2010922556

ISBN: 978-0-470-57764-6

Manufactured in the United States of America

10 9 8 7 6 5 4 3 2 1

Trademark Acknowledgments

Wiley, the Wiley Publishing logo, Visual, the Visual logo, Teach Yourself VISUALLY, Read Less - Learn More and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates. Excel is a registered trademark of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. Wiley Publishing, Inc. is not associated with any product or vendor mentioned in this book.

Disclaimer

In order to get this information to you in a timely manner, this book was based on a pre-release version of Microsoft Office 2010. There may be some minor changes between the screenshots in this book and what you see on your desktop. As always, Microsoft has the final word on how programs look and function; if you have any questions or see any discrepancies, consult the online help for further information about the software.

LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITHOUT LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE. NO WARRANTY MAY BE CREATED OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS. THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION. THIS WORK IS SOLD WITH THE UNDERSTANDING THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING, OR OTHER PROFESSIONAL SERVICES. IF PROFESSIONAL ASSISTANCE IS REQUIRED, THE SERVICES OF A COMPETENT PROFESSIONAL PERSON SHOULD BE SOUGHT. NEITHER THE PUBLISHER NOR THE AUTHOR SHALL BE LIABLE FOR DAMAGES ARISING HEREFROM. THE FACT THAT AN ORGANIZATION OR WEBSITE IS REFERRED TO IN THIS WORK AS A CITATION AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN THAT THE AUTHOR OR THE PUBLISHER ENDORSES THE INFORMATION THE ORGANIZATION OR WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT MAY MAKE. FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED IN THIS WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN WHEN THIS WORK WAS WRITTEN AND WHEN IT IS READ.

FOR PURPOSES OF ILLUSTRATING THE CONCEPTS AND TECHNIQUES DESCRIBED IN THIS BOOK, THE AUTHOR HAS CREATED VARIOUS NAMES, COMPANY NAMES, MAILING, E-MAIL AND INTERNET ADDRESSES, PHONE AND FAX NUMBERS AND SIMILAR INFORMATION, ALL OF WHICH ARE FICTITIOUS. ANY RESEMBLANCE OF THESE FICTITIOUS NAMES, ADDRESSES, PHONE AND FAX NUMBERS AND SIMILAR INFORMATION TO ANY ACTUAL PERSON, COMPANY AND/OR ORGANIZATION IS UNINTENTIONAL AND PURELY COINCIDENTAL.

Contact Us

For general information on our other products and services please contact our Customer Care Department within the U.S. at 877-762-2974, outside the U.S. at 317-572-3993, or fax 317-572-4002.

For technical support please visit www.wiley.com/techsupport.

Sales

Contact Wiley at (877) 762-2974 or fax (317) 572-4002.

Credits

Executive Editor

Jody Lefevere

Project Editor

Lynn Northrup

Technical Editor

Namir Shammas

Editorial Director

Robyn Siesky

Business Manager

Amy Knies

Senior Marketing Manager

Sandy Smith

Vice President and Executive Group Publisher

Richard Swadley

Vice President and Executive Publisher

Barry Pruett

Project Coordinator

Patrick Redmond

Graphics and Production Specialists

Andrea HornbergerJennifer MayberryMark Pinto

Quality Control Technician

Lauren Mandelbaum

Proofreading

Melissa D. Buddendeck

Indexing

Potomac Indexing, LLC

Screen Artist

Jill A. Proll

Illustrator

Cheryl Grubbs

About the Author

Paul McFedries is is a technical writer who has been authoring computer books since 1991. He has more than 60 books to his credit, which together have sold more than three million copies worldwide. These books include the Wiley titles Teach Yourself VISUALLY Microsoft Office 2008 for Mac, Excel 2010 Visual Quick Tips, and Excel 2010 PivotTable and PivotCharts Visual Blueprint. Paul also runs Word Spy, a Web site dedicated to tracking new words and phrases (see www.wordspy.com). Please visit Paul’s personal Web site at www.mcfedries.com.

Author’s Acknowledgments

The book you hold in your hands is not only an excellent learning tool, but it is truly beautiful, as well. I am happy to have supplied the text that you will read, but the gorgeous images come from Wiley’s crack team of artists and illustrators. The layout of the tasks, the accuracy of the spelling and grammar, and the veracity of the information are all the result of hard work performed by project editor Lynn Northrup and technical editor Namir Shammas. Thanks to both of you for your excellent work. My thanks, as well, to executive editor Jody Lefevere for asking me to write this book.

How to Use This Book

Who This Book Is For

This book is for the reader who has never used this particular technology or software application. It is also for readers who want to expand their knowledge.

The Conventions in This Book

Steps

This book uses a step-by-step format to guide you easily through each task. Numbered steps are actions you must do; bulleted steps clarify a point, step, or optional feature; and indented steps give you the result.

Notes

Notes give additional information — special conditions that may occur during an operation, a situation that you want to avoid, or a cross reference to a related area of the book.

Icons and Buttons

Icons and buttons show you exactly what you need to click to perform a step.

Tips

Tips offer additional information, including warnings and shortcuts.

Bold

Bold type shows command names, options, and text or numbers you must type.

Italics

Italic type introduces and defines a new term.

Chapter 1: Working with Excel

You use Microsoft Excel to create spreadsheets, which are documents that enable you to manipulate numbers and formulas to quickly create powerful mathematical, financial, and statistical models. In this chapter you learn about Excel, take a tour of the program’s features, and learn how to customize some aspects of the program.

Getting to Know Excel

Start Excel

Tour the Excel Window

Work with Excel’s Ribbon

Work with Excel’s Galleries

Customize the Quick Access Toolbar

Customize the Ribbon

Work with Smart Tags

Change the View

Configure Excel Options

Add Excel to the Windows 7 Taskbar

Quit Excel

Getting to Know Excel

Working with Excel involves two basic tasks: building a spreadsheet and then manipulating the data on the spreadsheet.

This section just gives you an overview of these tasks. You learn about each task in greater detail as you work through the book.

Build a Spreadsheet

Add Data

You can insert text, numbers, and other characters into any cell in the spreadsheet. Click the cell that you want to work with and then type your data in the Formula bar. This is the large text box above the column letters. Your typing appears in the cell that you selected. When you are done, press Enter. To edit existing cell data, click the cell and then edit the text in the Formula bar.

Add a Formula

A formula is a collection of numbers, cell addresses, and mathematical operators that performs a calculation. In Excel, you enter a formula in a cell by typing an equal sign () and then the formula text. For example, the formula =B1-B2 subtracts the value in cell B2 from the value in cell B1.

Add a Function

A function is a predefined formula that performs a specific task. For example, the AVERAGE function calculates the average of a list of numbers, and the PMT function calculates a loan or mortgage payment. You can use functions on their own, preceded by =, or as part of a larger formula. Click Insert Function () to see a list of the available functions.

Manipulate Data

Calculate Totals Quickly

If you just need a quick sum of a list of numbers, click a cell below the numbers and then click the Sum button (), which is available in the Home tab of Excel’s Ribbon. In Excel, you can also select the cells that you want to sum, and their total appears in the status bar.

Fill a Series

Excel enables you to save time by completing a series of values automatically. For example, if you need to enter the numbers 1 to 100 in consecutive cells, you can enter just the first few numbers, select the cells, and then click and drag the lower right corner to fill in the rest of the numbers. Most programs also fill in dates, as well as the names for weekdays and months.

Manage Tables

The row-and-column format of a spreadsheet makes the program suitable for simple databases called

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