Excel Presentation Week 8
Excel Presentation Week 8
2003
Specialist
CHAPTER
6 Microsoft Excel 2003 - Specialist
LINKS TO
OBJECTIVES
• Create and Rename
a Folder
• Delete Workbooks
and Folders
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
CHAPTER
6 Performance Objectives
LINKS TO • Create and rename a folder
OBJECTIVES
• Create and Rename
a Folder
• Delete workbooks and folders
• Delete Workbooks
and Folders
• Copy and move workbooks within and
• Copy and Move
Between Folders
between folders
• Copy, Move, and
Rename Worksheets
• Copy, move, and rename worksheets within
• Save in a Variety of a workbook
Formats
• Search for Specific • Save a workbook in a variety of formats
Workbooks
• Styles • Search for specific workbooks
• Comments
• Templates • Maintain consistent formatting with styles
• Features Summary
• Use comments for review and response
BACK NEXT END
• Create financial forms using templates
6-2
Page 1
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Open Dialog Box
LINKS TO
OBJECTIVES
Open button OR
• Create and Rename
a Folder
Ctrl + O
• Delete Workbooks File, Open
and Folders
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of Back Tools
Formats Up One Level Views
• Search for Specific
Workbooks Search the Web
• Styles Delete
• Comments Create New Folder
• Templates
• Features Summary
6-3
CHAPTER
6 Save As Dialog Box
LINKS TO
OBJECTIVES
Save button OR
• Create and Rename
a Folder
Ctrl + S
• Delete Workbooks File, Save As
and Folders
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments same toolbar buttons
• Templates
• Features Summary as in Open dialog box
6-4
Page 2
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Creating a Folder
LINKS TO
OBJECTIVES
• Create and Rename
Create New Folder button
a Folder
• Delete Workbooks type new
and Folders folder name
• Copy and Move
Between Folders
• Copy, Move, and click
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
use buttons to
• Features Summary change active folder becomes the
active folder
BACK NEXT END
6-5
CHAPTER
6 Renaming a Folder
LINKS TO
OBJECTIVES
• Create and Rename
a Folder
• Delete Workbooks
and Folders
• Copy and Move select folder
Between Folders
• Copy, Move, and
Rename Worksheets click
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
BACK NEXT END Type the new name for the folder and then
press Enter.
6-6
Page 3
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Selecting Workbooks
LINKS TO
OBJECTIVES Selected workbooks can be opened,
• Create and Rename
a Folder deleted, copied, moved, and printed.
• Delete Workbooks
and Folders
• Copy and Move
File, Open
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific select files using
Workbooks
• Styles
Ctrl and/or Shift keys
• Comments
• Templates
• Features Summary
6-7
CHAPTER
6 Deleting Workbooks and Folders
LINKS TO
OBJECTIVES
click
• Create and Rename
a Folder Delete button
• Delete Workbooks
and Folders select files or Tools menu
• Copy and Move option
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
click
Workbooks
• Styles
• Comments
• Templates
• Features Summary
Page 4
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Deleting to the Recycle Bin
LINKS TO
OBJECTIVES Files from a data disk are deleted
• Create and Rename
a Folder
permanently. Files from the hard drive are
• Delete Workbooks sent to the Windows Recycle Bin.
and Folders
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
select files
• Styles
• Comments double-click
• Templates
File, Restore
• Features Summary
6-9
CHAPTER
6 Copying Workbooks
LINKS TO
OBJECTIVES with opening the workbook
• Create and Rename
a Folder
• Delete Workbooks
and Folders
File, Save As
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats change to desired
• Search for Specific
Workbooks
drive/folder
• Styles
• Comments
• Templates
• Features Summary click
BACK NEXT END
6-10
Page 5
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Copying Workbooks…/2
LINKS TO
OBJECTIVES without opening the workbook
• Create and Rename
a Folder
• Delete Workbooks
and Folders
File, Open (or File, Save As)
• Copy and Move right-click and change to
Between Folders
click Copy desired folder
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
CHAPTER
6 Copying Workbooks…/3
LINKS TO
OBJECTIVES into the same folder
• Create and Rename
a Folder
• Delete Workbooks
File, Open (or File, Save As), select files,
and Folders Copy, Paste
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
names the duplicates
with “Copy of xxx”
BACK NEXT END
6-12
Page 6
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Sending Workbooks
LINKS TO
OBJECTIVES to quickly send a copy of a workbook to
• Create and Rename
a Folder another drive or folder
• Delete Workbooks
and Folders File, Open
• Copy and Move
Between Folders select file
• Copy, Move, and
Rename Worksheets
• Save in a Variety of right-click and
Formats
• Search for Specific click Send To
Workbooks
• Styles
• Comments
• Templates
• Features Summary
select desired
BACK NEXT END
location
6-13
CHAPTER
6 Cutting and Pasting a Workbook
LINKS TO
OBJECTIVES
• Create and Rename File, Open (or File, Save As)
a Folder
• Delete Workbooks right-click and change to
and Folders
click Cut desired folder
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
Page 7
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Renaming Workbooks
LINKS TO
OBJECTIVES changes the name and keeps in same folder
• Create and Rename
a Folder
• Delete Workbooks
and Folders
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
select file
• Save in a Variety of
Formats
• Search for Specific click
Workbooks
• Styles
• Comments
• Templates
• Features Summary
BACK NEXT END Type the new name for the file and then
press Enter.
6-15
CHAPTER
6 Printing Workbooks
LINKS TO
OBJECTIVES allows you to print workbooks
• Create and Rename
a Folder
without opening them
• Delete Workbooks
and Folders File, Open
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of select file(s)
Formats
• Search for Specific
Workbooks
• Styles
• Comments click
• Templates
• Features Summary
6-16
Page 8
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Copying a Worksheet to Another Workbook
LINKS TO
OBJECTIVES open the source and the
• Create and Rename
a Folder
destination workbooks
• Delete Workbooks
and Folders
• Copy and Move
Edit, Move or Copy Sheet OR
Between Folders
• Copy, Move, and click
Rename Worksheets
• Save in a Variety of
Formats select
• Search for Specific destination
Workbooks
• Styles
• Comments
select
• Templates location
• Features Summary right-click sheet tab
click to
BACK NEXT END create a copy
6-17
CHAPTER
6 Moving a Worksheet to Another Workbook
LINKS TO
OBJECTIVES open the source and the
• Create and Rename
a Folder
destination workbooks
• Delete Workbooks
and Folders
• Copy and Move
Edit, Move or Copy Sheet OR
Between Folders
• Copy, Move, and click
Rename Worksheets
• Save in a Variety of
Formats select
• Search for Specific destination
Workbooks
• Styles
• Comments
select
• Templates location
• Features Summary right-click sheet tab
BACK NEXT END Be careful – formulas may not
calculate properly.
6-18
Page 9
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Renaming a Worksheet
LINKS TO
OBJECTIVES Able to use up to 31 characters.
• Create and Rename
a Folder
• Delete Workbooks
and Folders
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
OR
• Comments
• Templates
• Features Summary right-click sheet tab double-click sheet tab
BACK NEXT END Type the new name for the worksheet and
then press Enter.
6-19
CHAPTER
6 Saving in a Variety of Formats
LINKS TO
OBJECTIVES
File, Save As
• Create and Rename
a Folder
• Delete Workbooks
and Folders
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
click desired format
Workbooks at the drop-down list
• Styles
• Comments
• Templates
• Features Summary
6-20
Page 10
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Searching for Specific Workbooks
LINKS TO
OBJECTIVES File, File Search
• Create and Rename
a Folder
• Delete Workbooks
and Folders
• Copy and Move
Between Folders
• Copy, Move, and enter search text
Rename Worksheets and options
• Save in a Variety of
Formats
click to begin search
• Search for Specific
Workbooks
• Styles
• Comments displays Advanced
• Templates
• Features Summary
Search Task Pane
(options for setting
BACK NEXT END limits and conditions)
6-21
CHAPTER
6 Formatting with Styles
LINKS TO
OBJECTIVES
• Create and Rename
a Folder
• Delete Workbooks A style is a predefined set of
and Folders
• Copy and Move formatting attributes.
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific automates the formatting of cells in a
Workbooks
• Styles workbook and maintains consistency
• Comments
• Templates
• Features Summary
6-22
Page 11
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Defining a Style
LINKS TO
OBJECTIVES with existing formatting
• Create and Rename
a Folder
• Delete Workbooks
and Folders
select cell(s) containing desired formatting
• Copy and Move
Between Folders
• Copy, Move, and click
Rename Worksheets
Format, Style
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates type a new name
• Features Summary
6-23
CHAPTER
6 Defining a Style…/2
LINKS TO
OBJECTIVES with new formatting
• Create and Rename
a Folder
• Delete Workbooks Format, Style
and Folders
• Copy and Move
Between Folders click
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
click OK to define and
• Features Summary apply or click Add to
select the formats to define without applying
BACK NEXT END include in the style
6-24
click
Page 12
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Applying a Style
LINKS TO
OBJECTIVES select cell(s)
• Create and Rename
a Folder
• Delete Workbooks
and Folders Format, Style
• Copy and Move click
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats click desired
• Search for Specific style name in
Workbooks
• Styles drop-down list
• Comments
• Templates
• Features Summary
6-25
CHAPTER
6 Copying Styles to Another Workbook
LINKS TO
OBJECTIVES defined styles are saved with the
• Create and Rename
a Folder workbook in which they are created
• Delete Workbooks
and Folders
• Copy and Move
open source and destination workbooks
Between Folders
• Copy, Move, and Format, Style
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments double-click
• Templates workbook name
• Features Summary
6-26
Page 13
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Removing a Style
LINKS TO
OBJECTIVES select cell(s)
• Create and Rename
a Folder
• Delete Workbooks
and Folders Format, Style
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats click Normal
• Search for Specific in drop-down list
Workbooks
• Styles
• Comments
• Templates
• Features Summary
6-27
CHAPTER
6 Deleting a Style
LINKS TO
OBJECTIVES
• Create and Rename Format, Style
a Folder
• Delete Workbooks
and Folders select Style
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats click
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
6-28
Page 14
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Inserting Comments
LINKS TO
OBJECTIVES
• Create and Rename A comment is useful for
a Folder
• Delete Workbooks providing specific instructions,
identifying critical
and Folders
• Copy and Move
information,
Between Folders
• Copy, Move, and
6-29
CHAPTER
6 Reviewing Toolbar Buttons
LINKS TO
OBJECTIVES
• Create and Rename
View, Toolbars, Reviewing
a Folder
• Delete Workbooks
and Folders
• Copy and Move Delete Comment
Between Folders
• Copy, Move, and Show All Comments
Rename Worksheets Show/Hide Comments
• Save in a Variety of
Formats Next Comment
• Search for Specific
Workbooks
Previous Comment
• Styles New Comment
• Comments
• Templates
• Features Summary
6-30
Page 15
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Inserting a Comment
LINKS TO
OBJECTIVES
• Create and Rename
New Comment button
a Folder
• Delete Workbooks
and Folders type desired
• Copy and Move
Between Folders information
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles when you click outside the box,
• Comments the box is removed
• Templates
• Features Summary and a red triangle appears
6-31
CHAPTER
6 Displaying a Comment
LINKS TO
OBJECTIVES
• Create and Rename hover over cell
a Folder
• Delete Workbooks comment displays
and Folders
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
click to Show All
• Styles Comments
• Comments
• Templates
• Features Summary button changes to
Hide All Comments
BACK NEXT END
6-32
Page 16
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Printing a Comment
LINKS TO
OBJECTIVES
• Create and Rename
File, Page Setup
a Folder
• Delete Workbooks
and Folders
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of click and select
Formats
• Search for Specific desired option
Workbooks
• Styles
• Comments
• Templates
• Features Summary
6-33
CHAPTER
6 Editing a Comment
LINKS TO
OBJECTIVES
• Create and Rename
a Folder New Comment button changes
• Delete Workbooks
and Folders to Edit Comment button - click
• Copy and Move
Between Folders click cell containing comment
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
edit comment as desired
BACK NEXT END
6-34
Page 17
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Deleting a Comment
LINKS TO
OBJECTIVES
• Create and Rename
a Folder click Delete Comment button
• Delete Workbooks
and Folders
• Copy and Move
Between Folders click cell containing comment
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
6-35
CHAPTER
6 Using Excel Templates
LINKS TO
OBJECTIVES
• Create and Rename
File, New
a Folder
• Delete Workbooks
and Folders
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
6-36
Page 18
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Entering Data in a Template
LINKS TO
OBJECTIVES Sales Invoice Template
• Create and Rename
a Folder
• Delete Workbooks
and Folders
• Copy and Move
Between Folders
• Copy, Move, and
enter
Rename Worksheets information
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
move to another cell
BACK NEXT END with Tab or Shift + Tab
6-37
CHAPTER
6 Features Summary
LINKS TO
OBJECTIVES
How do you display the Open dialog box?
• Create and Rename
a Folder
Open button OR
• Delete Workbooks
Ctrl + O
and Folders File, Open
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
6-38
Page 19
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Features Summary
LINKS TO
OBJECTIVES
How do you display the Save As dialog box?
• Create and Rename
a Folder Save button OR
• Delete Workbooks
Ctrl + S
and Folders File, Save As
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
6-39
CHAPTER
6 Features Summary
LINKS TO
OBJECTIVES
How do you display the Print dialog box?
• Create and Rename
a Folder
• Delete Workbooks
and Folders
File, Print
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
6-40
Page 20
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Features Summary
LINKS TO
OBJECTIVES
How do you display the Move or Copy Sheet
• Create and Rename dialog box?
a Folder
• Delete Workbooks
and Folders
• Copy and Move
Edit, Move or Copy Sheet
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
6-41
CHAPTER
6 Features Summary
LINKS TO
OBJECTIVES
How do you display the Basic File Search task
• Create and Rename pane?
a Folder
• Delete Workbooks
and Folders File, File Search
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
6-42
Page 21
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Features Summary
LINKS TO
OBJECTIVES
How do you display the Style dialog box?
• Create and Rename
a Folder
• Delete Workbooks Format, Style
and Folders
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
6-43
CHAPTER
6 Features Summary
LINKS TO
OBJECTIVES
How do you display the Merge Styles dialog box?
• Create and Rename
a Folder
• Delete Workbooks
and Folders
Format, Style
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
6-44
Page 22
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Features Summary
LINKS TO
OBJECTIVES
How do you display the Reviewing toolbar?
• Create and Rename
a Folder
• Delete Workbooks
and Folders
• Copy and Move View, Toolbars, Reviewing
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
6-45
CHAPTER
6 Features Summary
LINKS TO
OBJECTIVES
How do you display the Templates dialog box?
• Create and Rename
a Folder File, New
• Delete Workbooks
and Folders
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
6-46
Page 23
Benchmark Series – Microsoft Excel Chapter 6 – Maintaining Workbooks
2003
Specialist
CHAPTER
6 Coming Next
LINKS TO
OBJECTIVES
• Create and Rename
a Folder
• Delete Workbooks
and Folders
• Copy and Move
Between Folders
• Copy, Move, and
Rename Worksheets
• Save in a Variety of
Formats
• Search for Specific
Workbooks
• Styles
• Comments
• Templates
• Features Summary
CREATING A CHART IN
BACK NEXT END
EXCEL
6-47
Page 24