Microsoft Excel 2010: Computer Resource Center, Inc
Microsoft Excel 2010: Computer Resource Center, Inc
Microsoft Excel 2010: Computer Resource Center, Inc
2010
A B C D E F G
1 A1 B1 Text Number Format
2 B2 C2 Chicago 39 $1,234.55
3 D3 Milwaukee 2987.65 6/8/09
Text is anything that is not purely a number. “27a” is text; so is “60637-1234.” So when entering numbers, only
type numbers (not $ or , or %)—those are formats, and are usually easiest applied once your data have been typed
in and edited. Remember also to never use spaces (blank spacebars) in numbers, formulas, or functions.
A formula (or equation) adds, subtracts, multiplies, or divides; it can use numbers or cells or both. It always begins
with an equal sign (=), and then shows the operation to be performed. For example, =27+36+99+18 yields the
result 180. A formula can also be based on cell addresses (such as =a1+a2+a3–d27). Formulas recognize the
following symbols: + (addition), – (subtraction), * (multiplication), / (division), and ^ (exponent, or power). In a
formula, always remember the mathematical order of operation, or PEMDAS:
A function is an operation Excel performs for you; it always begins with an equal sign (=), followed by a named
command (such as “sum” or “average”), a set of parentheses ( ) defining the area to be used, and a cell range (such
as a1:a200) called the “argument.” For example, the function =average(a1:d1) would return the average of all
numbers in cells a1, b1, c1, and d1. The most commonly used function, “sum” or Σ, is for totals. You never have to
type functions—they are provided on the ribbon, in a variety of locations. You will find them on the drop-down for
Sum, on the fx button on the formula bar, and on the “Formulas” tab of the ribbon.
The Screen
The Excel work screen is divided into parts. In the upper left corner is the “Quick Access” toolbar (for putting
commands you use frequently). Then you have the tabbed “ribbon”: File, Home (common commands), Insert
(graphics), Page Layout (margins, paper size), Formulas (functions), Data (sort and select), Review (track changes),
and View (screen layout). These tabs are “grouped” into categories (such as Font or Alignment), which frequently
offer expandable dialog boxes with more options.
Below the ribbon is the “formula bar” where you edit your information. As you type, you see your data in the cell
you have selected, but it also appears on the blank white line of the formula bar. At the beginning of the line is an
“X” (cancel, same as ESC) and a ““ (OK, or enter) on which you can click, as well as an fx for accessing the func-
tions. At the beginning of the line is the “cell indicator,” where you can type to move to a specific cell location.
At the bottom left are the sheet tabs, where you can move to sheet 2, sheet 3, or add more sheets as needed. At
the bottom right is a quick view toolbar for adjusting your screen. Also at the bottom is a status line, where you
will see quick results (sum, count, average).
Getting Around
Excel provides different ways to navigate around your spreadsheet:
By Keyboard:
Cursor keys Move your position up, down, right, and left.
ENTER key Move your active position down one cell. Shift+enter is one row up.
TAB key Move your active position to the right one column. Shift+tab moves one cell to the left.
F5 (Go To...) A dialog box to type in any cell on the worksheet you want to go to.
By Mouse:
Pointer Click on whatever cell where your pointer is located, and that’s your active cell.
Scroll Bar This doesn’t move your active cell, but it allows you to see other areas on your work-
sheet.
Name Box In the upper left corner is a box showing the cell location. Click in that box, type any cell
you would like to go to, then hit enter.
Ranges
A range of cells in Excel is a group of cells that can be manipulated in a variety of ways. Ranges are essential for
formatting and many common commands such as cut and paste. Ranges are also important when you are working
with functions (see below), where they are often part of the “argument.”
To create a range with your mouse, place your cell pointer over a cell, click, hold, and drag the cell down and
over until the range you desire is highlighted.
To create a range with your keyboard, move your active cell to the first cell of the intended range, then hold
down the SHIFT key and cursor down and over to select the desired range.
Noncontiguous Ranges
Ranges where all the cells are adjacent or together as a group are called “contiguous.” You can create nonconti-
guous ranges where the cells that make up that range aren’t next to each other. Define your first range, then move
the cell pointer to the beginning of your second, noncontiguous area. Hold down the CTRL key, and click and drag
to select the range. You can do this again and again to select as many noncontiguous ranges as you want, but be
careful not to click on a cell without the CTRL key pressed — that deselects all the other ranges.
Entering Information
To enter text, simply select the cell and start typing. Press enter or tab when done. When entering text, if what you
type is longer than the cell is wide, one of two things will happen:
The text spills over onto the adjacent cells, because the adjacent cell or cells are empty.
The text is cut off at the end of your cell because the adjacent cell contains text or data, so Excel cannot allow
text from one cell to spill onto a cell with something in it.
Solve either of these problems by widening your column width, or adjusting the row height and using word wrap
( ).
To enter nontext data, move to the desired cell, type the number or formula, then:
Press ENTER, which tells Excel you’ve completed inputting in that cell, and moves the active cell down one
row, or click on the checkmark on the formula bar to confirm your decision yet stay in the same cell.
If you change your mind or made a mistake and haven’t yet pressed ENTER, either hit the ESC key or click on
the “X” on the formula bar to cancel.
After you input your data and confirm it, if you realize you made a mistake, you can either choose UNDO from
the quick access toolbar or simply hit the Delete key to clear that cell’s contents.
Sometimes a number in a cell is longer than a cell is wide. When this occurs, you’ll see ####### across the cell.
This means you must widen your cell for the number to appear properly.
Excel Tip: Be in the cell where you want the answer to appear! As obvious as this may seem, people often write
long, complicated formulas in the wrong cells.
There are many shortcuts on the Ribbon for formatting (be sure to select the cell or range of cells you want to
change). The major categories of format are:
Font—Change font, size, or attributes such as bold and italic, and including borders and colors.
Alignment—Determine just how text or numbers align within cells—centered, flush right or flush left, at the
top, wrapped, or merged across columns.
Number—Select how that number will appear—with a fixed number of decimals, as a percentage, currency, a
date, and many more.
Styles—Choose from pre-defined formats, including conditional formats and cell styles.
If you want more formatting options, go to the dropdown for the various formats on the ribbon. A dialog box will
appear with tabbed categories of the types of formatting options available. Here you will find formats for Num-
bers, Alignment, Font, Border, Fill, and Protection (see page 19).
Excel Tip: If a number is too wide for the column, you’ll see this: #######. Widen the column as instructed above
to make your number show.
Do not select any of the three alignment buttons on the Formatting Toolbar—they align text within a cell, not
across cells. And beware, if you highlight multiple cells that have content and then merge, only the first cell’s
content will remain and the rest will be deleted.
Excel Tip: One of the most useful shortcuts in Excel for formatting is the right mouse button. The right button is the
menu key for whatever you are pointing at when you click. It can be extremely useful for operations like cut and
paste, rename sheets, insert rows and columns, and even hide or unhide rows or columns for printing.
“New” versus “Open”—“Open” retrieves a document from a disk. “New” starts a blank document. If a document is
currently in use, “New” does not clear it from the screen. The first document goes into a window (workspace), and
the new document goes in a new window. The “New” feature is where you find the thousands of free templates
provided by Microsoft.
“Close” versus “Exit”—”Close” closes the window currently open. “Exit” closes all windows and quits Word. If
document(s) have not been saved, both commands prompt you to save your work.
Save & Send—Email or share document (such as with SharePoint or online). Also save as PDF.
At the bottom of the File tab is the Microsoft Excel “Options” screen, where you can control the default settings for
Font, Size, Proofing (autocorrect, such as automatic capitalization), Advanced (such as “Edit Custom Lists” to make
your own drag-down lists), and Quick Access Toolbar.
To the right of the 3 view buttons is the – and + to control zoom; note this is only a screen view feature, and has no
impact on printing.
At the right edge of the bottom scrollbar and at the top edge of the right scrollbar are “Split Screen” commands,
which you can drag to different parts of your screen to divide your screen into viewing areas. If you then use
View/Freeze Panes, the splits will stay in place, so that as you scroll or move around in the document, you can
keep rows showing consistently across the top or columns showing consistently on the left.
On the “File” tab (and easily added to the Quick Access toolbar, top left) is “print preview.”
Formulas
Formulas do basic math—add, subtract, multiply, divide. You type them in; Excel never gives you formulas. Formu-
las can be based on values or on cell addresses, and they always begin with an equal symbol and contain an “oper-
ator” such as + or – (plus or minus). =27+3 is a valid formula, as is =a1-b1. Formulas never contain a space. If a
formula has multiple mathematical operations, then the levels should be separated by parentheses—a step called
“nesting.”
Excel Tip: For repetitive formulas (or functions), use the drag corner to fill adjoining cells, either horizontally or
vertically.
Nesting Operations
When using operators such as + and *, Excel always assumes that multiplication and division take priority over
addition and subtraction (see PEMDAS, page 1). Therefore, if you need to add two numbers, then multiply by a
third number, you muse identify which step to do first by placing it in parentheses.
A B C Formula Result
1 Jan 43 48.31 =(B1/$B$4)*100 Divide 43 by 89 (the total), then multiply by 100
2 Feb 34 38.20 =(B2/$B$4)*100 Divide 34 by 89 (still the total), then multiply by 100
3 Mar 12 13.48 =(B3/$B$4)*100 Divide 12 by 89, then multiply by 100
4 Total 89 100.00 =SUM(C1:C3) Sum 48.31+38.20+13.48
Excel Tip: The shortcut key for making a cell absolute is F4. If you press it once, you lock both column and row,
press again to lock just the column, press again to lock just the row, press a fourth time to unlock the formula.
Functions
A function is a mathematical or logical operation that Excel provides for you. It contains a name and an “argu-
ment.” For instance, rather than typing =B5+C5+D5+E5+F5, you might create the function =SUM(B5:F5), where
B5:F5 is the argument. Some arguments are very simple, such as the one for a basic SUM, and others are more
complex, as shown in the table on the next page.
Be careful when selecting functions. There are often many variations of the same function, so use your help screen
to make sure you are picking the one that will most accurately do the task you need to accomplish. For example,
there is a function called “count” (returns a total of how many numbers you have), but there is also “countA” (how
many cells with content, numbers or text), “countBlank” (how many cells are empty), and “countIf” (count on a
conditional basis, such how many numbers are >25).
Excel Tip: One of the most useful commands in Excel is on the “Formula” tab of the ribbon, called “Show Formu-
las.” This command toggles formulas and functions to show so you can see where they are in use—so you can print
them out to have a hard copy for future reference.
Design
Change Chart Type—Opens the dialog window that allows you to select the kind of chart you wish to have
(column, line, pie, bar, area, XY, stock, surface, doughnut, bubble, radar). There are multiple designs for each
chart type; for example, for column charts, there are side-by-side, stacked, percentile, and front-to-back.
Save as Templates—Saves an edited chart as a template, so it can be re-used.
Layout
Current Selection—First single left-click on the portion of the chart you would like to change. The part you click
on appears in the top drop-down of this group. There is both a “format” command and a reset command.
Insert—Allows you to insert a picture, shape, or text box into the chart area.
Labels—This is where you control the text content. There are drop-downs for Chart Title (position, and more);
Axis Titles; Legend; Data Labels (showing values on the chart); and Data Table (which appends the data in a ta-
ble beneath the graph.
Axes—Horizontal and vertical axes and gridlines.
Background—“Plot Area” is the actual chart background (on a 2-dimension graph). “Chart Wall” and “Floor” is
the chart background and floor on a 3-dimensional graph. “3-D Rotation” swivels and tilts the graph.
Analysis—Adds Trendlines and Error Bars to a graph.
Properties—The name of the chart sheet.
Format
Current Selection—First single left-click on the portion of the chart you would like to change. The part you click
on appears in the top drop-down of this group. There is both a “format” command and a reset command.
Shape Styles—Predesigned or custom fills, outlines, and effects for the components of the chart (such as fill
colors or borders or shadows).
Word Art Styles—Predesigned or custom text formats (including text color, text border, and text effects such
as glow).
Arrange—Bring to front or send to back (used when there are multiple objects embedded within a chart.
Size—The horizontal and vertical dimensions of your chart. This is an alternative way of sizing, as opposed to
dragging handles. Figure 3. Sparklines.
Also see more about the Sort and the related feature called “Filters” on page 13.
Printing
The Print screen (located on the “File” tab) allows you to print the entire spreadsheet, the highlighted (selected)
area, or page ranges (such as 2 to 4). It also gives you a “Print Preview” so you can see what your document will
look like when it prints and how it fits on the page. Print Preview has some of the most useful functions for print-
ing, including printing the gridlines, page numbers, and headers and footers. This screen also allows you to center
your table on the page, and, if it is too large to fit, to shrink it to scale so it fits on one sheet.
When you go to the File/Print command, at the top of the screen is the “Print” button and the number of copies;
below that is the default printer, with a dropdown if you have multiple printers to choose from. Then you see
“Settings.”
Print Settings
Page Active Sheets—Allows you to select what you want to print: entire sheet, entire workbook (multiple
sheets), highlighted area, or specific pages.
Print One Sided—Available if your printer can do duplex (front-to-back) printing.
Collated—If you are printing more than one copy, you can specify how your pages are organized.
Orientation—Portrait or landscape printing.
Paper Size—Letter, legal, or other.
Normal Margins—Set your print margins.
Scaling—Enlarge or shrink your document to fit a specific number of pages.
Print Preview
On this same screen is “Print Preview,” which shows you how your document will print based on the current Print
Settings. At the bottom left corner is a scroll bar for moving through pages (if more than one page). If the lower
right corner of the preview screen are two buttons, one to activate margins and one to control zoom (to enlarge or
shrink your screen view, with no impact on the printout).
Page
Orientation—Do you want to print your worksheet like a letter (a.k.a. - “portrait” or “tall”) or on it’s side
(“landscape” or “wide”)?
Scaling—Very cool stuff! Allows you to shrink or enlarge the contents of your worksheet on the paper.
Example: Let’s say you have a worksheet should fit on two pages. But you want to see it on one. Simply se-
lect the Fit to: button, and make sure it’s to 1 page wide by 1 page tall. Voila, all on one page!
Warning! Don’t try to scale a 20 page worksheet onto one page. It’s unreable, and you might freeze (crash)
the computer or worse.
Paper Size—Allows you to decide to what size paper you’ll be printing.
Print Quality—Determines the resolution of the printout in dpi (dots per inch).
1st Page—What number to start numbering with.
Options...—Allows you configure how your printer will print.
Margins
Allows you to set page margins, and the areas in which headers and footers will fit. Also allows you to center your
worksheet both horizontally and vertically on the page. (Try this when working on small worksheets)
Headers/Footers
Headers are text that repeats at the top of every page. Footers are the same, except they’re at the bottom of
every page. The boxes display the current settings, which are usually blank. There are a number of quick-to-use
built-in headers and footers on the drop-down below Header or Footer, respectively.
But if you want to really customize your headers/footers, select the “Custom Header” (or Footer) button. This
brings up a set of buttons, and below that, three boxes, labeled Left, Center, and Right Sections. This displays what
appears in the Headers and Footers. You can type text in these Section boxes as well as insert various codes.
The “A” button allows you to select the fonts, styles and sizes to be used.
The “#” button will insert a code that will display the current page.
Sheet
Print Area—Displays the range selected to print.
Print Titles—If you have column headings you want repeated every page (similar to a Header, but different),
select specific rows or columns to repeat.
Print: Gridlines—Selects or deselects the gridlines (does not affect the monitor display).
Comments—To print comments or notes within the document.
Draft Quality—Tells the printer to use less ink (so you don’t waste expensive color toner).
Black & White—Prints with no color or gray scale.
Row & Column Headings—If you want A,B,C Column headings, or 1,2,3 Row headings to appear.
Page Order—Determines how the multiple pages will print (down and across, or across and down—that is,
which direction is page 2? Is it from left to right, then down, or top to bottom, then across).
Quick Print
On the Quick Access toolbar, one of the commands you can add is called “Quick Print.” (You can also add Print
Preview.) Quick Print automatically sends your entire spreadsheet to the printer.
This can be very useful in doing math calculations with dates. For example, if you are a doctor in a hospital who is
tracking patients, you might find it helpful to chart “days of survival” or “days under treatment.” If the patient
started treatment on Sept. 14, 2007, and is still alive on October 1, 2011, that patient has “survived” 1,478 days:
=today()-“9/14/2007”
Formatting the date cell is the process by which you can change the numeric appearance. On the Format button of
the Ribbon, under Format Cells, are the numerical formats, including an option for “Custom.” Below are some of
the codes you can put into “Custom” to create your own date formats:
Here’s how you might manipulate the formatting codes to change the date’s appearance:
Time, to further this concept, is accorded a decimal value, where if one day equals the value of one (1), then:
6:00 am .25
12:00 Noon .5
6:00 PM .75
Excel Tip: There are several functions built into Excel for working with time. If you need to calculate payroll, for
example, you might want to use the =hour function to convert hours into number (for subtracting) and the
=minute function to do the same to minutes. Using these two functions, you can turn 3:45 PM into the values 15
and 45.
To understand databases, it’s important to know about records and fields. A record is all the information pertaining
to a person, place, thing - or whatever it is the database is tracking. So the record for Sally Sampson contains all
the information pertaining to her and her alone. A field is a component of a record. For this database, the Fields
are FIRST, LAST, AGE, INCOME, and GENDER. Here are some simple tasks you can do with a database:
It is important when creating a database to first have field headings in the first row, then don’t skip a row before
starting to input the data. The database must be contiguous.
To Sort: Click in any record, it doesn’t matter which one, but it must be under the field by which you want to
sort. Then from the “Home” ribbon or from the “Data” ribbon, click the Sort/A-Z button to sort all the
records in ascending order. Click the Z-A button to sort in descending order. Note that in Excel 2010,
each complete record moves, not just the contents of that column. They have to; otherwise they’d be
wrong. If you don’t highlight, Excel does it automatically, so you don’t scramble your data.
To Filter: Click on any cell in the database. Then select “Filter” from the “Home” ribbon, then choose “Filter”
on the dropdown. Notice how the field headings (first row) get down-arrows to the right of each cell.
Click on an arrow, and what appears are field contents of various records.
To query for and display records for those age 40 and over, click on the “AGE” arrow and select “Custom.” A dialog
box appears that displays the Field Heading. Below that is an equal sign. Select one of the logical operators <,>,=,
etc. to specify the criteria for the search. In this case, you would want the operator “is greater than or equal to.”
Hit the TAB button or click in the neighboring box. Type “40”. Then select OK. Only those records where the age
is greater than 40 will be visible.
Wildcard Characters
? Any single character Sm?th matches Smith, Smyth, Smoth, etc.
* Any characters S* matches Smith, Sampson, Soren-
son, etc
# Any numeric digit 5## matches 500 to 599
[] Any characters in bracket Sm[iy]th matches Smith or Smyth, but not
Smoth
- Any characters within the range J[N-Z]nes matches Jones but not Janes
(must be in brackets)
! Any characters except (must be in [!N-Z] excludes Jones but not Janes
brackets)
Text Operations
There are a series of operations in Excel that can be applied to text (as opposed to numbers). Some of these are
commands on the ribbon under the “Data” tab, while others are functions.
On the “Data” tab is a series of commands called “Data Tools.” One Data Tool is “Text to Columns.” This command
breaks text in one cell into separate cells, on the basis of a common character or symbol (such as comma or space).
For example, suppose someone gave you a list of names and asked you to sort them, but they were typed in one
column (not two), so the last name is not separate—which means you cannot sort by last name. “Text to Columns”
will break the first name and last name into two columns (assuming you don’t have any middle initials).
Proper—This function “properly” capitalizes the beginning of words. If you had “jan smith” in a cell A1, the
function =proper(A1) would give you “Jan Smith.” There are also functions called “upper” (for all upper-case)
and “lower” (for all lower-case).
Concatenate—Also referred to as a “string” function, this command joins cells. If you had “Jan” in cell A1, and
“Smith” in cell B1, you could use concatenate to put them together. For example, =concatenate(B1,”, ”,A1)
would give you “Smith, Jan.” (Note the “, “ indicates text to be inserted between B1 and A1.)
Left or Right—This function trims text, from the left side or the right side. For example, if you had a cell A1
with Social Security numbers, and you only wanted to use the last four digits, you would use =right(a1,4).
Len—How many characters does a cell contain? In a cell A1 that contains “Chicago,” =len(a1) would show 7.
“Subtotals” looks for repetitive values and adds totals (or averages, counts, etc.) at each change in data. It also
adds an outline toolbar for viewing on the left side of the spreadsheet. Subtotals can also be removed when
no longer needed (i.e., this feature can be turned on and off; it is temporary and does not permanently alter
data). The one requirement is that your data must be sorted by the item for which you wish to get subtotals.
“Consolidate” looks for repetitive values and collapses them into one, with a resulting total (or average, count,
etc.). The resulting consolidation is a new table, and is not linked to the source (see Pivot Tables below for
similar options). Data do not have to be sorted to use Consolidate; however, you can only consolidate two
columns.
Scenarios
Scenarios are very useful when you want to store multiple numbers in the same cells, and then select which set of
numbers to display at a given time. This is used frequently by people who work with budgets, and want to show
the budget based on varying assumptions.
You have a worksheet that displays this year’s sales figures. You need to predict next years sales, based on na-
tional economic indicators. But what if those figures change, up or down? You can create scenarios based on how
these indicators vary and will give different answers.
Figure 7. Scenario Manager.
To create a scenario within a spreadsheet, first enter the base
set of numbers you want to work with (the starting point).
Highlight the area that you want to be able to create the
scenario for, then go to the “Data” tab on the ribbon and click
the dropdown for “What-If Analysis.” One of your choices is the
“Scenario Manager.” Start by clicking the “Add” button to
create your first scenario; you must assign a unique name to it,
and confirm the values. Once the starting scenario exists, click
“Add” again and create a new set of values. Continue this
process of “adding” scenarios until you have as many versions
as you need.
If you wish to show all your scenarios at once, then use the
Links
There are three kinds of data links in Excel: linking across sheets (same file), linking across files (different work-
books), and linking to other programs (such as Word).
Look at the formula in cell D3, and then see what happened when it copies to the next sheet’s cell B3. C3 on sheet
one became A3 on sheet 2; B3 on sheet one became “Invalid Reference” on sheet 2. Everything was adjusted by
two columns, since it was copied from D to B.
There are a couple of ways around this problem. In Excel, when you paste (after a cut or copy), you will find a very
useful dropdown on the “Paste” button (on the “Home” tab), which gives you options as to how your paste should
occur.
Formulas—Paste the formulas (which usually will mess up if across sheets or files).
Values—Paste the results, not the formulas.
Formats—Paste just the formats, not the content.
Comments—Paste any inserted notes.
Validation—Paste only data that pass a certain criteria (such as numbers >25).
All using Source theme—Paste fonts, colors, effects.
The best choices on this list are to paste Values, Values and Number Formats, and Paste Link. “Paste Link” will
maintain a relationship between the two tables. That is, if the source cell in the source worksheet changes, the
linked cell in the linked sheet will change accordingly.
Alternatively, use Paste Special, where you will find the “Link” option (be sure to select that it is a link to Microsoft
Excel Worksheet Object). Tables that are linked from Word back to Excel can only be updated or edited in Excel. If
you need to email someone the Word document, the Excel link will not update and cannot be edited unless you
also send them the Excel worksheet (unless the link is to a file that is on a shared network drive).
Pivot Tables
PivotTables are especially well-suited for taking enormous amounts of data and summarizing that data into useful
reports. To rearrange the worksheet, simply drag and drop column headings to a new location on the worksheet,
and Microsoft Excel crunches the data accordingly. The diagram on the next page depicts a typical PivotTable and
highlights its moveable elements.
To begin, you need raw data. The general rule is you need more than two sets of data (at least three columns) to
work with—otherwise you have nothing to pivot. And it needs to be consistently entered (similar data in same
columns or rows), although it does not need to be sorted. It also helps if you have column headings in the first row.
Modifying Reports
A Pivot Table can be modified to display different results such as averages, counts, minimums, maximums, etc. The
Pivot Table field dialog box shows how to change this report to display percentages instead of total amounts.
Numeric data fields can be summarized using SUM, AVERAGE, MAX, MIN, and the other aggregate functions
including COUNT. (As with the Subtotals feature, text fields can only be summarized with the COUNT function.)
Auto Formatting
The next step is to understand how the automatic formatting controls can make data clean-up a snap. On the
Ribbon are tabs for Options and Designs. Under Designs, Excel provides an assortment of formats to choose from.
Simply choose a format, and your data is now more readable. Additionally, these automatic formats are persistent
formats, which means the table's formatting will hold even as you continue to pivot your data around by dragging
and dropping additional fields on the screen.
Pivot Charts
The next step is to turn your Pivot Table into a chart. On the Ribbon, under Options, click the Pivot Chart button to
launch the chart screen, which then adds a chart to the table. Just as with Pivot Tables, Pivot Charts are interactive
as well. Simply drag and drop the data onto the chart to see instant results.
Advanced Options
On the Options tab of the Ribbon is a dropdown with advanced options.
Layout allows you to generate default field settings for the PivotTable during the wizard process.This screen is a
little more graphical and might be preferred by some users. However, this utility does not add any additional
functionality or save any particular steps.
The V in VLOOKUP stands for vertical. Use HLOOKUP when your comparison values are located in a row across the
top of a table of data, and you want to look down a specified number of rows. Use VLOOKUP when your compari-
son values are located in a column to the left of the data you want to find.
Protecting a Worksheet
“Protection” allows you to lock cells from the possibility that someone might change the contents. Protection will
allow you to also “hide” the cell—the answer will appear in the cell, but notice that the formula bar is empty.
“Protection” is located on any of the Home expanded dialog boxes (such as for Font or Alignment), where there is
a tab for Protection.
Note that cells are automatically locked—but “protection” is not activated. The first step in protecting a worksheet
is to “unlock” the cells you want to be editable (where people can make changes). Uncheck the “Locked” checkbox
to make cells editable; put a check in the “Hidden” checkbox if you want to hide your formulas and functions on
the Formula bar.
Once you have unlocked the cells, you can the “protect” the sheet. This command is located on the “Review” tab
of the ruler. You have an option to assign a password for unprotecting, so other users cannot bypass your lock
without the password. You probably want to uncheck the box that says “Select locked cells”—users probably
shouldn’t click protected cells, since they can’t work in them. Make sure you have a check in “Select unlocked
cells,” so users can make changes in the areas you have made editable.
Once you OK the “Protect Sheet” command, you can no longer click in any cells except those that were unlocked.
You cannot make other cells editable unless you know the password (and if you forget your password, Microsoft
will not help you!).
Templates
On the Office Button (in the upper left corner) is a command called “New.” This is where you will find, not only
new blank spreadsheets, but dozens and dozens of spreadsheet templates already set up. These are free, but they
must be downloaded onto your computer for use; once downloaded, they are stored under “Installed Templates”
for re-use.