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Microsoft Office For Ipad - User Guide

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510 views108 pages

Microsoft Office For Ipad - User Guide

Uploaded by

davidegermana
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 108

Microsoft

Office for iPad


Step by Step

Joan Lambert
PUBLISHED BY
Microsoft Press
A division of Microsoft Corporation
One Microsoft Way
Redmond, Washington 98052-6399
Copyright © 2015 by Joan Lambert. All rights reserved.
No part of the contents of this book may be reproduced or transmitted in any form or by any means without
the written permission of the publisher.
Library of Congress Control Number: 2014951858
ISBN: 978-0-7356-9695-2

Printed and bound in the United States of America.

First Printing

Microsoft Press books are available through booksellers and distributors worldwide. If you need support related
to this book, email Microsoft Press Support at [email protected]. Please tell us what you think of this
book at http://aka.ms/tellpress.

This book is provided “as-is” and expresses the author’s views and opinions. The views, opinions, and information
expressed in this book, including URLs and other Internet website references, may change without notice.

Some examples depicted herein are provided for illustration only and are fictitious. No real association or
connection is intended or should be inferred.

Microsoft and the trademarks listed at http://www.microsoft.com on the “Trademarks” webpage are trademarks
of the Microsoft group of companies. All other marks are property of their respective owners.

Acquisitions Editor: Rosemary Caperton


Developmental Editor: Carol Dillingham
Project Editor: Carol Dillingham
Editorial Production: Online Training Solutions, Inc. (OTSI)
Technical Reviewers: Barb Levy and Linda Larkan (OTSI)
Copyeditor: Kathy Krause (OTSI)
Indexer: Susie Carr (OTSI)
Cover: Twist Creative ● Seattle
Contents
i
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
Who this book is for. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
The Step by Step approach. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
Download the practice files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii
Sidebar: Adapt exercise steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv
Ebook edition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvi
Get support and give feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvi

Part 1: G
 et started with Microsoft Office
for iPad

1
Office for iPad basics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Install Office for iPad apps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Hardware requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Sidebar: iTunes support for the iPad. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Installation options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Microsoft account options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Office 365 subscription options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Configure iPad and Office app settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Update Office apps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Give us feedback
Tell us what you think of this book and help Microsoft
improve our products for you. Thank you!
http://aka.ms/tellpress

iii
Remove and reinstall Office apps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

2
Get connected . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Start and activate apps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Connect to an account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Sidebar: Organize apps in folders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Manage account connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Sidebar: Alternative file access methods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Connect to additional storage locations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Sidebar: Use OneDrive to work anywhere. . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Connect to your OneDrive. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Sidebar: Synchronize OneDrive with desktop computers. . . . . . . . . . . . . . . 40
Get help with Office apps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Exit files and apps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Sidebar: Switch among running apps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

3
Create and manage files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Create, open, and save files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Create files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Open files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Sidebar: Switch among files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Sidebar: Font substitution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Save files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Sidebar: View and edit files online. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Use common Office interface features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Identify standard features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Sidebar: Change the magnification level of file content. . . . . . . . . . . . . . . . 61

iv
Work with the ribbon. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Manage files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Sidebar: Hide and show the on-screen keyboard . . . . . . . . . . . . . . . . . . . . . 67
Sidebar: Reconfigure the on-screen keyboard. . . . . . . . . . . . . . . . . . . . . . . . 68
Search file content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Print file content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Distribute files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Part 2: Microsoft Word for iPad

4
Create professional documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Sidebar: The Word feature set. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Create documents from templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Enter text in documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Sidebar: Magnify the cursor position. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Sidebar: Check spelling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Move, copy, and delete text. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Sidebar: The Clipboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Sidebar: Paste options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Align, space, and indent paragraphs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Configure alignment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Configure vertical spacing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Configure indents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Structure content manually. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Change the appearance of text. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

v
5
Add visual elements to documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Present content in lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Create bulleted lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Create numbered lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Create multilevel lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Present content in tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Insert and format pictures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Insert and modify pictures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Sidebar: About Photo Streams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Apply styles and effects to pictures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Replace and reset pictures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Insert and format shapes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Arrange images and text. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

6
Enhance document content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Configure text in columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Sidebar: Display column-related marks and tools. . . . . . . . . . . . . . . . . . . . 161
Draw and format text boxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Reference additional information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Configure page layout. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
Specify the dimensions of the content area. . . . . . . . . . . . . . . . . . . . . . . . . 170
Add page headers and footers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Manage page and section breaks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Collaborate on document content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178
Track and review changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Sidebar: Simultaneous coauthoring. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Insert and manage comments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

vi
Part 3: Microsoft Excel for iPad

7
Store and retrieve data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Sidebar: The Excel feature set. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
Create workbooks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Create and manage worksheets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Add, rename, and remove worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Move and hide worksheets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Show and hide worksheet elements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Enter and edit data on worksheets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Sidebar: Select cells, columns, and rows. . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Sidebar: Display and hide the shortcut bar. . . . . . . . . . . . . . . . . . . . . . . . . . 203
Modify columns and rows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Resize columns and rows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Insert and delete columns and rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Hide and unhide columns and rows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Modify cells and cell content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Insert and delete cells. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Modify cell structure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Format cell appearance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Manage the display of data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Freeze panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Sort and filter data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

8
Process and present numeric data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
Create and manage Excel tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Perform data-processing operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236
Create simple formulas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

vii
Sidebar: Efficiently reference cells in formulas. . . . . . . . . . . . . . . . . . . . . . . 240
Insert formula constructs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244
Sidebar: Quickly display statistics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
Build complex formulas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
Sidebar: Refresh calculations manually. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Display data in charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Create charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251
Modify chart structure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
Format charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
Display data from PivotTables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
Collaborate on workbook content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
Practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Part 4: Microsoft PowerPoint for iPad

9
Create compelling presentations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275
Sidebar: The PowerPoint feature set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276
Create presentations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280
Create and manage slides. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285
Add text to slides. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Manage text containers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Insert and manage text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292
Present information in tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Sidebar: Review comments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298
Add visual elements to slides. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Insert pictures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Insert shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
Animate slide elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310
Practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

viii
10
Prepare and deliver slide shows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315
Add notes to slides. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316
Animate slide transitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
Incorporate external media content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Sidebar: Format embedded video images . . . . . . . . . . . . . . . . . . . . . . . . . . 324
Manage and present slide shows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333
Practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334

Part 5: Microsoft OneNote for iPad

11
Store information in digital notebooks . . . . . . . . . . . . . . . . . . . . . . . . 339
Sidebar: The OneNote feature set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340
Create, open, and close notebooks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342
Create notebooks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342
Sidebar: OneNote gets you started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
Open and switch among notebooks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
Close and reopen notebooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
Configure notebook storage structure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
Add information to notebooks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Enter and format text. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Work with notebook containers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351
Organize notes in tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352
Insert images. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353
Insert files from cloud storage locations. . . . . . . . . . . . . . . . . . . . . . . . . . . . 357
Sidebar: Send, print, and link content to notes . . . . . . . . . . . . . . . . . . . . . . 359
Manage pages and sections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360
Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
Practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366

ix
12
Locate and share notebook content. . . . . . . . . . . . . . . . . . . . . . . . . . . 369
Display notes in different ways. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
Switch notebook views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
Fit content to the page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372
Sidebar: Zoom by touch. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373
Find information in notebooks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373
Tag information for reference and retrieval. . . . . . . . . . . . . . . . . . . . . . . . . 374
Search for text. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376
Protect and share information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378
Protect notebook sections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378
Share notebook content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381
Synchronize notebook content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382
Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383
Practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384

Appendix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387
Glossary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405
About the author. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429

Give us feedback
Tell us what you think of this book and help Microsoft
improve our products for you. Thank you!
http://aka.ms/tellpress

x
Introduction i
Welcome! This Step by Step book has been designed so you can read it from the
beginning to learn about the infrastructure that supports the Microsoft Office for
iPad apps, the common user interface elements, and the skills you can use when
working in any of them; and then build your skills as you learn to perform increas-
ingly specialized procedures. Or, if you prefer, you can jump in wherever you need
ready guidance for supporting the apps or performing tasks in Microsoft Word for
iPad, Excel for iPad, PowerPoint for iPad, and OneNote for iPad. The how-to steps
are delivered crisply and concisely—just the facts. You’ll also find informative, full-
color graphics that support the instructional content.

Who this book is for


Microsoft Office for iPad Step by Step is designed for use as a learning and reference
resource by home and business users of Office programs who want to use Word,
Excel, PowerPoint, and OneNote to create and edit documents, workbooks, presen-
tations, and notebooks on iPads. The content of the book is designed to be useful
for people who have previously used Word, Excel, PowerPoint, and OneNote on
other platforms and for people who are discovering Office apps for the first time.

The Step by Step approach


The book’s coverage is divided into parts representing general Office app skills or
specific apps. Each part is divided into chapters representing skill set areas, and each
chapter is divided into topics that group related skills. Each topic includes expository
information followed by specific procedures. At the end of the chapter, you’ll find a
series of practice tasks you can complete on your own. You can use the practice files
that are available from this book’s website to work through the practice tasks, or you
can use your own files.

xi
Introduction

Download the practice files


Before you can complete the practice tasks in this book, you need to download the
book’s practice files to your Microsoft OneDrive or OneDrive for Business storage
drive from http://aka.ms/iPadOfficeSBS/files. Follow the instructions on the webpage.

IMPORTANT  The Office for iPad apps are not available from this website. You should
install those apps before using this book.

You can open the files that are stored on your OneDrive from within the Office for
iPad apps and save a duplicate copy of each file on your iPad. The apps automati-
cally save changes to the practice files. If you later want to repeat practice tasks, you
can download the original practice files again.

SEE ALSO  For information about opening and saving files, see “Create, open, and save
files” in Chapter 3, “Create and manage files.”

The following table lists the practice files for this book.

Chapter Folder File


1: Office for iPad basics iPadOfficeSBS\Ch01 None

2: Get connected iPadOfficeSBS\Ch02 None

3: Create and manage files iPadOfficeSBS\Ch03 NavigateOffice.docx


OpenFiles.xlsx
PrintSheets.xlsx
PrintSlides.pptx
SearchReplace.docx
SearchScope.xlsx
SendCopy.pptx
SendLink.xlsx
SendReview.docx

4: Create professional documents iPadOfficeSBS\Ch04 ArrangeText.docx


FormatParagraphs.docx
FormatText.docx
PastePractice.docx
StructureContent.docx

xii
Introduction

Chapter Folder File


5: Add visual elements to documents iPadOfficeSBS\Ch05 ArrangeImages.docx
CreateLists.docx
CreateTables.docx
FormatPictures.docx
FormatShapes.docx

6: Enhance document content iPadOfficeSBS\Ch06 ConfigurePages.docx


CreateColumns.docx
CreateTextBoxes.docx
InsertReferences.docx
ReviewContent.docx

7: Store and retrieve data iPadOfficeSBS\Ch07 DisplayData.xlsx


EnterData.xlsx
ManageCells.xlsx
ManageStructure.xlsx
ManageWorksheets.xlsx

8: P
 rocess and present numeric data iPadOfficeSBS\Ch08 CreateCharts.xlsx
CreateTables.xlsx
PivotData.xlsx
ProcessData.xlsx
ReviewComments.xlsx

9: Create compelling presentations iPadOfficeSBS\Ch09 AddGraphics1.pptx


AddGraphics2.docx
AddText1.pptx
AddText2.docx
AddText3.xlsx
ChangeSize.pptx
ManageSlides.pptx

10: P
 repare and deliver slide shows iPadOfficeSBS\Ch10 AnimateTransitions.pptx
EnterNotes.pptx
ManageRecordings.pptx
PresentShow.pptx

11: S tore information in digital iPadOfficeSBS\Ch11 MoveNotes.one


notebooks StoreNotes.one

12: Locate and share notebook content iPadOfficeSBS\Ch12 ShareNotes.one

xiii
Introduction

Adapt exercise steps


This book contains many procedures for performing tasks in Word, Excel,
PowerPoint, and OneNote on your iPad. The procedural instructions use this
format:

1. To select the paragraph that you want to format in columns, triple-tap


the paragraph.

2. On the Layout tab, tap Columns to display the scrollable menu of


column layout options.

3. On the Columns menu, tap Three.

On subsequent instances of instructions that require you to follow the same


process, the instructions might be simplified in this format because the
working location has already been established:

1. Select the paragraph that you want to format in columns.

2. On the Columns menu, tap Three.

The instructions in this book assume that you’re interacting with on-screen
elements on your iPad by tapping the screen (with your finger or a stylus)
and interacting with on-screen elements on desktop computers by clicking
(with a mouse, touchpad, or other hardware device). If you’re using a differ-
ent method—for example, if you have an external keyboard connected to
your iPad or if you use a touchscreen computer—substitute the applicable
tapping or clicking action when you interact with a user interface element.

xiv
Introduction

Instructions in this book refer to iPad user interface elements that you tap
on the iPad screen as icons, to Office app user interface elements that you
tap on the iPad screen as buttons, and to physical buttons that you press
on the iPad device as buttons, to conform to the standard terminology
used in documentation for these products.

When the instructions tell you to enter information, you can do so by typing
on a connected external keyboard, tapping an on-screen keyboard, or even
speaking aloud, depending on your iPad or computer setup and your per-
sonal preferences.

Images in this book depict the iPad interface as it appears when the iPad
is oriented horizontally. This maximizes the ribbon width in the Office for
iPad apps so the buttons aren’t crowded. (And, as a bonus, the horizon-
tally oriented images require less vertical space on the page than vertical
images, leaving more space available for words.) You can orient your iPad
vertically or horizontally depending on your preference. For example,
when the ribbon and on-screen keyboard are both open, you might want
to work with your iPad oriented vertically to have more space available
between those elements. When the iPad is oriented vertically, some ele-
ments of the Office app user interface might appear slightly different from
those depicted in the book. For example, some buttons on the ribbon
might be represented by icons instead of words.

xv
Introduction

Ebook edition
If you're reading the ebook edition of this book, you can do the following:

■■ Search the full text


■■ Print
■■ Copy and paste

You can purchase and download the ebook edition from the Microsoft Press Store at
http://aka.ms/iPadOfficeSBS/details.

Get support and give feedback


This topic provides information about getting help with this book and contacting us
to provide feedback or report errors.

Errata and support


We’ve made every effort to ensure the accuracy of this book and its companion content.
If you discover an error, please submit it to us at http://aka.ms/iPadOfficeSBS/errata.

If you need to contact the Microsoft Press Support team, please send an email
message to [email protected].

For help with Microsoft software and hardware, go to http://support.microsoft.com.

We want to hear from you


At Microsoft Press, your satisfaction is our top priority, and your feedback our most
valuable asset. Please tell us what you think of this book at http://aka.ms/tellpress.

The survey is short, and we read every one of your comments and ideas. Thanks in
advance for your input!

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xvi
This page intentionally left blank
Store and
retrieve data 7
Excel provides a practical yet powerful data manage-
In this chapter
ment framework. You can store massive quantities of
data within this deceptively simple structure, analyze ■■ Create workbooks
that data, and present the resulting information in a ■■ Create and manage worksheets
variety of structures. The key ingredient in all of these
tasks is the original data. The final presentation or
■■ Enter and edit data on
analysis is only as good as the data it’s based on. This worksheets
“garbage in, garbage out” rule is true for many business ■■ Modify columns and rows
tools, programs, and processes; Excel is no exception.
■■ Modify cells and cell content
A worksheet can contain a vast amount of static and ■■ Manage the display of data
calculated data. You can structure worksheet content so
that data is presented correctly on the screen and when
printed, and you can format data so that it is easier for
readers to locate and understand specific categories of Practice files
information.
For this chapter, use the practice
This chapter guides you through procedures related files from the iPadOfficeSBS\Ch07
to creating workbooks and worksheets, managing folder. For practice file download
worksheets and worksheet elements, populating work- instructions, see the Introduction.
sheets with text or numeric data, modifying worksheet
structure, and formatting data for presentation. It also
includes procedures for efficiently displaying, filtering,
and sorting data to provide specific information and
perspectives.

191
Chapter 7: Store and retrieve data

The Excel feature set


Excel for iPad has only a subset of the features of the full program. Here is
a brief comparison of the features in each version. You can save and edit
workbooks in a shared storage location by using multiple versions.

Excel for iPad features


After you sign in by using a Microsoft account, you can do the following:

■■ Create, manage, and print workbooks and worksheets.


■■ Format, find, replace, sort, and filter content.
■■ Insert pictures that are available on your iPad.
■■ Create formulas, Excel tables, and charts.
■■ Display conditional formatting and interact with data validation
options, PivotTables, and comments.
The following premium features require that you sign in by using an account
that is associated with a qualified Office 365 subscription:

■■ Insert and edit WordArt.


■■ Customize PivotTable styles and layouts.
■■ Add custom colors to shapes, and add shadows and reflection styles
to pictures.

Excel Online features


You can use Excel Online to do the following:

■■ Coauthor workbooks in real time and edit macro-enabled workbooks.


■■ Display three-dimensional charts, slicers, Power Pivot tables and
charts, and Power View sheets.
■■ Embed workbooks on webpages.
■■ Send and compile surveys.
For more information about Excel Online, visit technet.microsoft.com/en-us
/library/excel-online-service-description.aspx.

192
The Excel feature set

Excel desktop version features


The desktop versions of Excel have the most functionality. For example, you
can use Excel 2013 on a computer running Windows to do the following:

■■ Display multiple views of worksheets, split windows, multiple windows,


and very large workbooks.
■■ Display and edit workbooks from remote storage locations offline.
■■ Insert equations and symbols.
■■ Insert pictures from local and online sources.
■■ Create SmartArt diagrams, and capture screen images.
Copy and paint formatting.
7
■■

■■ Insert header and footer content.


■■ Configure page layout options.
■■ Use apps and web resources to enhance content.
■■ Apply conditional formatting and sparklines.
■■ Sort and filter data by using slicers and timelines.
■■ Create and edit three-dimensional charts.
■■ Define named ranges.
■■ Audit formulas and require manual calculation of formulas.
■■ Analyze data by using the Quick Analysis tool.
■■ Create data validation rules, consolidate data, and perform conditional
analysis.
■■ Group, subtotal, and outline data.
■■ Create PivotTables, Power Pivot data models, and Power View sheets.
■■ Create, save, and run macros.
■■ Use Office proofing tools.
■■ Protect workbook elements.
■■ Track changes, insert comments, and respond to comments.

193
Chapter 7: Store and retrieve data

Create workbooks
As with other Office files, you can create a blank Excel workbook or a workbook
that contains content from a template. Excel templates focus more on purpose
than on appearance; they provide structure and functionality for specific types of
information.

The templates that are available from within Excel for iPad range from a simple to-do
list to a complex financial report and include expense reports, sales reports, household
budgets, marketing budgets, time sheets, invoices, loan calculators, and ledgers. Most
of the templates include basic calculations; some include advanced calculations and
visual representations of data. Even if these don’t meet your specific needs, they can
serve as a good example of ways to collect, track, process, or present data.

Excel for iPad has 16 built-in templates, including the blank workbook

Only the templates that are installed with Excel for iPad are available from the New
page. Other workbook templates are available for Excel Online, and hundreds are
available from within the desktop versions of Excel. If you create a workbook based
on one of these templates and save the workbook to a shared storage location, you
can then open and edit the workbook on your iPad.

194
Create workbooks

You can access templates for Excel Online from your iPad by using Safari or another
web browser to visit store.office.live.com/templates/templates-for-Excel.

Additional templates are available online

To create a blank Excel workbook

1. In the Backstage view, on the File bar, tap New.


2. On the New page, tap New Blank Workbook.
To create a workbook from a built-in template

1. In the Backstage view, on the File bar, tap New.


2. Locate and then tap the thumbnail of the workbook template you want to use.

TIP  The processes of creating workbooks from Excel and Excel Online templates for
use in Excel for iPad are the same as those of creating documents from Word and
Word Online templates for use in Word for iPad. For step-by-step instructions, see “Create
documents from templates” in Chapter 4, “Create professional documents.” For general
information about creating files in Excel for iPad and other Office apps, see “Create, open,
and save files” in Chapter 3, “Create and manage files.”

195
Chapter 7: Store and retrieve data

Create and manage worksheets


Workbooks provide structure for the storage of information, but you store the
information on worksheets within the workbook. A worksheet provides a seemingly
simple cellular structure that can store more than 17 billion data points.

TIP  The current worksheet size limitation is 16,384 columns by 1,048,576 rows (which
won’t be a limitation for most Excel users). A single cell can contain up to 32,767 characters.

You don’t have to store all your data on one worksheet. You can organize informa-
tion on separate worksheets so that the content of each worksheet is easier to review
and manage. You don’t even have to store all related data on the same worksheet—
you can easily reference data on other worksheets for purposes such as performing
calculations or creating reports. You can also reference data in other workbooks,
so it isn’t necessary to have a copy of a worksheet that you reference from multiple
workbooks in each of those workbooks.

Scroll sideways to access worksheet tabs that don’t fit in the sheet tab area

SEE ALSO  For information about referencing other worksheets and workbooks, see
“Perform data-processing operations” in Chapter 8, “Process and present numeric data.”

Add, rename, and remove worksheets


A new, blank Excel workbook contains one worksheet named Sheet1. You can add
more worksheets to the workbook for the purpose of storing or displaying data, and
give each worksheet a meaningful name. If you want to use an existing worksheet
as a starting point for another, you can make a copy of the worksheet, rename the
copy, and then modify the data on the copy. The data on the copy is not linked to
the data on the original worksheet.

196
Create and manage worksheets

To select or display a worksheet

1. In the sheet tab area, tap the worksheet tab.

To add a worksheet to a workbook

1. In the sheet tab area, to the right of the existing worksheet tabs, tap the Insert
Worksheet button, which is labeled with a plus sign (+).

To create a copy of a worksheet

1. Display the worksheet that you want to copy.


2. Tap the active worksheet tab to display the shortcut bar.
3. On the shortcut bar, tap Duplicate.

To rename a worksheet

1. Display the worksheet that you want to rename. 7


2. Double-tap the active worksheet tab to activate the worksheet name for
­editing and display the on-screen keyboard.
3. Enter the new worksheet name, and then do one of the following:
●● Tap anywhere on the worksheet.
●● On the on-screen keyboard, tap Done or tap the Keyboard key.

IMPORTANT  The Undo command does not reverse actions such as renaming, hiding,
and deleting that you perform on worksheet tabs.

To delete a worksheet from a workbook

1. Display the worksheet that you want to delete.


2. Tap the active worksheet tab. Then on the shortcut bar, tap Delete.

TIP  You can display charts and other visual representations of data on worksheets
with their supporting data, or you can move them onto their own worksheets. In some
versions of Excel, you can export a chart from a worksheet to its own chart sheet. For more
information, see “Display data in charts” in Chapter 8, “Process and present numeric data.”

197
Chapter 7: Store and retrieve data

Move and hide worksheets


Many workbooks contain multiple worksheets. The data you store or display on
individual worksheets might exist independently or interact with content on other
worksheets. For example, you might:

■■ Store data for individual time periods or projects on separate worksheets.


■■ Store static information such as resources, list options, and holiday dates on
one worksheet and reference that information in calculations on several other
worksheets.
■■ Display a chart on a worksheet that is separate from the data that supports it.
■■ Display data from multiple worksheets on a summary worksheet.
You can organize worksheets in a workbook by reordering them.

If you don’t need to have the information on a worksheet immediately available, or


if you want to protect or conceal a worksheet, you can hide it. Hiding a worksheet
removes the worksheet tab from the sheet tab area on the status bar but doesn’t
remove any data.

To move a worksheet within a workbook

1. Display the worksheet that you want to move.

2. In the sheet tab area, tap and hold the active worksheet tab, and then drag it
to its new location.

To hide a worksheet

1. Display the worksheet that you want to hide.

2. In the sheet tab area, tap the active worksheet tab. Then on the shortcut bar,
tap Hide.

To unhide a worksheet

1. Tap the active worksheet tab.

2. On the shortcut bar, tap Unhide to display a list of the hidden worksheets in
the workbook.

3. In the list, tap the name of the worksheet that you want to unhide.

198
Create and manage worksheets

Show and hide worksheet elements


Data stored in an Excel worksheet is organized in columns and rows. The junction of
each column and row is a cell, and this is where you enter data.

An empty worksheet resembles a piece of graph paper, with each cell outlined so
you can easily locate it. Lettered headings across the top of the worksheet identify
specific columns, and numbered headings down the left side of the worksheet iden-
tify specific rows. Worksheet tabs at the bottom of the window identify worksheets
within the workbook.

You can hide all these user interface elements to display more of a worksheet or
to focus on the worksheet content. You can also hide the Formula Bar when it isn’t
required, so that it appears only temporarily while you edit cell content.

A summary sheet displays information based on the data on other worksheets

Hiding the Formula Bar or worksheet tabs affects all the worksheets in a work-
book. Hiding the gridlines or headings affects only the active worksheet. Excel
preserves the gridline and heading settings, so if you exit and reopen a workbook
the gridlines and headings on each worksheet will be as you left them.

199
Chapter 7: Store and retrieve data

To hide Excel user interface elements

1. On the View tab, tap the Formula Bar, Gridlines, Headings, or Sheet Tabs
slider to change its background to white.

To temporarily display the Formula Bar

1. Double-tap a worksheet cell to activate it for editing.

To permanently redisplay Excel user interface elements

1. On the View tab, tap the Formula Bar, Gridlines, Headings, or Sheet Tabs
slider to change its background to green.

TIP  Exiting and reopening a workbook redisplays the Formula Bar and worksheet tabs
if they’ve been hidden.

Enter and edit data on worksheets


Excel for iPad has a Ready mode and an Edit mode. When you’re working with the
structural aspects of cells, Excel is in Ready mode and the active cell or cell range has
selection handles. When you’re working with cell content, Excel is in Edit mode and
there are no selection handles.

When you enter Edit mode, the Formula Bar opens above the worksheet, and the
on-screen keyboard opens below the worksheet. This compresses the workspace sig-
nificantly. You can orient your iPad horizontally to display more columns or vertically
to display more rows.

TIP  If your iPad is connected to an external keyboard, the on-screen keyboard doesn’t
open in Edit mode. You can perform many operations by using keyboard shortcuts on
an external keyboard. For a complete list of keyboard shortcuts, see the Appendix, “Touch-
screen and keyboard shortcuts.”

When Excel is in Edit mode, you can select individual cells, columns, or rows, but you
can’t expand the selection directly on the iPad. (You can do so from a connected
external keyboard.) Selecting a column or row activates the first cell in the column or
row for editing.

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Enter and edit data on worksheets

Select cells, columns, and rows


A key step in the process of entering, modifying, or formatting worksheet
content is selecting the cell or cells you want to work with. You can use these
selection methods in the Excel for iPad touch interface:

■■ To select a cell, tap it once.

TIP  Selecting a cell or range of cells displays selection handles in the


upper-left and lower-right corners of the selection and a related sta-
tistic on the status bar. For more information, see the sidebar “Quickly
display statistics” in Chapter 8, “Process and present numeric data.”
■■ To select a range of cells, select the upper-left cell in the range, and
then drag the lower-right handle to the lower-right cell of the range 7
or flick the handle down or to the right to select all populated cells in
that direction (from the current cell to the next blank cell).
■■ To select a column, tap the column heading (the colored block above
the worksheet that is labeled with a letter). Selecting a column dis-
plays selection handles on the left and right sides of the column and
the content of the first visible cell of the column in the Formula Bar.
■■ To select a row, tap the row heading (the colored block to the left of
the worksheet that is labeled with a number). Selecting a row displays
selection handles on the top and bottom of the row and the content
of the first visible cell of the row in the Formula Bar.

TIP  Selecting a column or row displays a shortcut bar of relevant


commands. To close the shortcut bar and maintain the selection, tap
an empty area of the ribbon.
■■ To select multiple columns or rows, select one column or row and
then drag the handles to select adjacent columns or rows.

TIP  When an Excel table is active, tapping the column or row head-
ing might select only the corresponding column or row of the table.
■■ To select an entire worksheet, tap the Select All button, which is
located at the junction of the column headings and row headings and
is labeled with a triangle that points toward the worksheet.

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When you enter Edit mode from a cell that already contains content, or switch to
a cell that contains content while you’re in Edit mode, Excel displays and selects the
cell content in the Formula Bar.

The content of the active cell shifts to the far left when Excel is in Edit mode

TIP  It’s easy to forget that you’re in Edit mode. If you can’t select cells, columns, or
rows in the worksheet, check the Formula Bar for the telltale Cancel and Finish buttons.

In Excel for iPad, you enter and edit all text in the Formula Bar. The cell immediately
displays the text, but the cursor is never active in the cell as it is in the desktop ver-
sions of Excel. In addition to the standard letters and numbers, you can enter the
special characters that are available from the standard, number, and function online
keyboards. Most notably, you can insert a line break within text to manually wrap
cell content in a specific location.

If the data you want to enter follows a specific pattern such as 5, 10, 15, 20 or
Monday, Tuesday, Wednesday, Thursday, you can establish the pattern and then
have Excel continue the pattern and fill in the rest of the cells for you.

If the data you want to store in a worksheet already exists in another location, you
can copy it from the source and paste it into the worksheet. This avoids the errors
that can occur when entering data manually. The process of pasting content in Excel
is the same as in other Office for iPad apps. If you paste a table into a worksheet, the
table cells will map to the worksheet cells so that the table retains its structure.

TIP  You can locate information within a workbook by searching for values, formula
elements, or named objects. For information about searching Excel workbooks, see
“Search file content” in Chapter 3, “Create and manage files.”

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Enter and edit data on worksheets

Display and hide the shortcut bar


Regardless of your experience with Excel, it can take some practice to master
the techniques for selecting and manipulating content by touch on an iPad
rather than by using a mouse. When you are working with content in Excel
for iPad, the shortcut bar can be very convenient because it provides access
to the most frequently used commands for a selected entity. It can also be
inconvenient because sometimes it opens on top of content or tools that
you want to work with.

Tapping a cell and then tapping it again displays the shortcut bar for the
cell. (This action of tapping twice isn’t the same as double-tapping; it’s
slower and has a different result.) Tapping a column or row heading once
selects the column or row and also displays the shortcut bar. 7

You can perform most common tasks from the context-specific shortcut bar

You can hide the shortcut bar and still maintain the selection by tapping a
colored part of the ribbon.

IMPORTANT  You perform many tasks in Word for iPad, Excel for iPad, and Power-
Point for iPad by using the same processes. Common processes include those for giving
commands in the Office user interface and for opening, saving, searching, and distributing
files. For more information, see Chapter 3, “Create and manage files.”

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To switch from Ready mode to Edit mode


1. Do any of the following:
●● Double-tap a cell.
●● Select a cell and then tap the Formula Bar.
●● Begin typing on a connected external keyboard.
●● Press Ctrl+2 on a connected external keyboard.

To switch from Edit mode to Ready mode


1. Do any of the following:
●● To complete the edit and move to the next cell, tap the Return key on
the on-screen keyboard or press the Enter key on a connected external
keyboard.
●● To complete the edit and stay in the current cell, tap the Finish button
(labeled with a check mark) at the right end of the Formula Bar or the
­Keyboard key on the on-screen keyboard.
●● To complete the edit and expand the selection, hold down the Shift key
and press an arrow key.
●● To discard the edit, tap the Cancel button (labeled with an X) at the right
end of the Formula Bar.

To enter or edit cell content


1. Switch to Edit mode, and then enter text from the on-screen keyboard.
Or

From Ready mode or Edit mode, enter text from a connected external
keyboard.

To insert a line break in cell content


1. In Edit mode, position the cursor where you want the line break.
2. In the upper-right corner of the on-screen keyboard, tap the Function button
(labeled 123) to display the function keyboard.

SEE ALSO  For more information about the function keyboard, see “Perform
data-processing operations” in Chapter 8, “Process and present numeric data.”

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Enter and edit data on worksheets

3. On the function keyboard, press and hold the Return key (labeled with a
curved arrow) to display the Line Break key, and then slide your finger to the
Line Break key.

TIP  The Line Break key and other hidden keys are visible only until you lift your
finger from the screen. For more information about hidden keys, see “Perform
data-processing operations” in Chapter 8, “Process and present numeric data.”

To move the content of one or more cells

1. Select the cell or cells.

2. Tap and hold the selection until an animated dotted line outlines the selection.
Then without lifting your finger, drag the selected content to the new location.

To fill cells with data that matches a pattern 7


1. In Edit mode, enter the first two items of the data series into adjacent cells.

2. Switch to Ready mode.

3. Tap the first cell and then drag the selection handle to select the second cell.

4. Tap the selection to display the shortcut bar.

5. On the shortcut bar, tap Fill. Note the arrows that appear on the right and
bottom sides of the selected cell.

6. Drag the right-pointing arrow to the right to fill the series over, or drag the
downward-pointing arrow down to fill the series down.

TIP  You can automatically fill series containing days of the week, months of the year,
numbers, text, dates, times, and more.

To delete cell content

1. Select the range of cells you want to clear.

2. On the shortcut bar, tap Clear.

Or

On the on-screen keyboard or a connected external keyboard, tap or press the


Delete key.

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Modify columns and rows


A new worksheet has columns of equal width and rows of equal height. A standard
letter-size printed page displays approximately 9 columns and 47 rows at the default
sizes. The number of columns and rows visible on screen varies based on the dimen-
sions and resolution of your screen. The content that you enter in a worksheet will
rarely fit perfectly in the default structure, especially if you’re entering text content.

You can vary the size and visibility of columns and rows to suit your data

Resize columns and rows


After you enter data in a worksheet, you can easily modify the structure of the
worksheet to fit the content. You can change the size of columns and rows so their
content is visible on screen and when printed. You can change the width of a column
or height of a row manually or by using the AutoFit feature to size the column or
row to fit its contents.

TIP  You can’t display or set the specific column width or row height measurements in
Excel for iPad; you can adjust them only by dragging or by using the AutoFit feature.

To fit a column or row to its contents


1. Double-tap the column or row heading.
Or
Select the column or row, and then tap AutoFit on the shortcut bar.

To change the width of a column


1. Select the column. Notice the handle that appears on the right side of the
column heading.
2. Drag the handle to the left to make the column narrower or to the right to
make the column wider.
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Modify columns and rows

To change the height of a row


1. Select the row. Notice the handle that appears below the row heading.
2. Drag the handle upward to make the row shorter or downward to make the
row taller.

Insert and delete columns and rows


After you populate a data range or table, you can easily insert additional columns or
rows into the range or table without overwriting existing data; existing columns shift
to the right and rows shift down. Excel automatically updates any references in the
workbook to the cells that shift to accommodate the insertion.

SEE ALSO  For information about referencing cells and cell ranges, see “Perform
data-processing operations” in Chapter 8, “Process and present numeric data.”
7
You can specify the insertion location for columns or rows, or the columns or rows
you want to delete, by selecting them, or by selecting only representative cells.

If a column or row containing the data you want to insert already exists, you can
move that column or row to a different location or copy it to another location. When
you delete columns or rows, Excel shifts the remaining content to fill the gap and
updates any cell references in the workbook to reflect the change.

TIP  Note the difference between deleting and clearing cells. When you delete a cell, it
is completely removed from the worksheet, and other cells move to replace it. When
you clear a cell, the content of the cell is deleted, but the cell structure remains in place.

To insert a blank column

1. Select the column, or any cell in the column, that is in the position where you
want to insert the blank column.

TIP  If you want to insert multiple columns in one location, drag the selection
handle to the right to select the number of columns you want to insert.

2. On the shortcut bar, tap Insert Left.

Or

On the Home tab, tap the Insert & Delete Cells button, and then tap Insert
Sheet Columns.
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To move or copy a column to another location

1. Select the column you want to move or copy.

TIP  If you want to move or copy multiple contiguous columns, drag the
selection handles to select the adjacent columns.

2. On the shortcut bar, do one of the following:


●● If you want to move the selected column, tap Cut.
●● If you want to duplicate the selected column, tap Copy.

3. Select the column that is in the position where you want to place the column.

4. On the shortcut bar, tap Insert Left.

Or

On the Home tab, tap the Insert & Delete Cells button, and then tap Insert
Sheet Columns.

To insert a blank row

1. Select the row, or any cell in the row, that is in the position where you want to
insert the blank row.

TIP  If you want to insert multiple rows in the same location, drag the selection
handle down to select the same number of rows that you want to insert.

2. On the shortcut bar, tap Insert Above.

Or

On the Home tab, tap the Insert & Delete Cells button, and then tap Insert
Sheet Rows.

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Modify columns and rows

To move or copy a row to another location

1. Select the row you want to move or copy.

TIP  If you want to move or copy multiple contiguous rows, drag the selection
handles to select the adjacent rows.

2. On the shortcut bar, do one of the following:


●● If you want to move the selected row, tap Cut.
●● If you want to duplicate the selected row, tap Copy.

3. Select the row that is in the position where you want to place the cut or
copied rows.

4. On the shortcut bar, tap Insert Above.

Or
7
On the Home tab, tap the Insert & Delete Cells button, and then tap Insert
Sheet Rows.

To delete a column

1. Select the column, or any cell in the column, that you want to delete.

TIP  If you want to delete multiple contiguous columns, drag the selection
handles to select the adjacent columns or cells.

2. On the Home tab, tap the Insert & Delete Cells button, and then tap Delete
Sheet Columns.

To delete a row

1. Select the row, or any cell in the row, that you want to delete.

TIP  If you want to delete multiple contiguous rows, drag the selection handles
to select the adjacent rows or cells.

2. On the Home tab, tap the Insert & Delete Cells button, and then tap Delete
Sheet Rows.

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Hide and unhide columns and rows


If a data range includes a column or row of information that you either don’t want to
display or don’t want to include in a chart, but that you don’t want to delete, you can
hide it instead. The headings of a hidden column or row don’t change, so you can
identify locations of hidden columns and rows by the missing headings and the thick
lines that replace them.

IMPORTANT  You can’t hide columns or rows of Excel tables when you are working
with a workbook in Excel for iPad. If you need to hide a table column or row, you can
convert the table to a data range, hide the column or row, and then convert the data range to
a table. For more information about Excel tables, see “Create and manage Excel tables” in
Chapter 8, “Process and present numeric data.”

To hide a column or row

1. Tap the heading of the column or row you want to hide.

TIP  If you want to hide multiple contiguous columns or rows, drag the
selection handles to select the adjacent columns or rows.

2. On the shortcut bar, tap Hide.

To unhide a hidden column or row


1. Tap the column heading to the left of the hidden column, then drag the right
selection handle to the right to select the next visible column.

Or

Tap the row heading above the hidden row, then drag the lower selection
handle down to select the next visible row.

2. On the shortcut bar, tap Unhide.

Modify cells and cell content


Sometimes you need to modify the structure of a worksheet on the cell level rather
than modifying an entire column or row. For example, you might need to remove
only one entry from a column that contains a list of entries. Deleting (clearing) the
cell content would leave a gap—you must delete the entire cell to close the gap.

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Modify cells and cell content

Insert and delete cells


When you insert or delete individual cells from a worksheet, you must stipulate the
direction in which Excel should shift the worksheet content that is below and to
the right of the cell.

7
You choose the direction to shift content when inserting or deleting cells

To insert a blank cell in a populated range

1. Select the cell that is located where you want the blank cell.

2. On the Home tab, tap the Insert & Delete Cells button, and then tap Shift
Cells Down or Shift Cells Right, depending on where you want to move the
adjacent cells.

To insert multiple cells

1. Select the range of cells that occupy the space in which you want to insert the
new blank cells.

2. On the Home tab, tap the Insert & Delete Cells button, and then tap Shift Cells
Down or Shift Cells Right, depending on where you want the surrounding
cells to be moved.

To delete a cell

1. Select the cell (or range of cells) that you want to delete.

2. On the Home tab, tap the Insert & Delete Cells button, and then tap Shift
Cells Left or Shift Cells Up, depending on where you want the surrounding
cells to be moved.

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Modify cell structure


By default, text content that exceeds the width of its column extends across adjacent
columns if they are empty. If the adjacent column contains content, only the text
that fits in the first column is visible. If you don’t want to resize the column to fit the
text, you can wrap the text to display it on multiple lines.

TIP  In Excel for iPad, you can wrap the content of a single cell or multiple cells, but not
of an entire column.

If a number is too wide to be displayed in a column, Excel displays the result in


scientific notation, or displays number signs (#) instead of the number. You can’t
wrap a long number, but you can widen the column or change the font size to fit the
number in the cell.

Methods of handling content that exceeds the width of the cell

Sometimes it is appropriate to merge the content of multiple cells into one cell; for
example, to indicate that a heading or label applies to multiple columns or rows. A
merged cell occupies the space of the original cells.

IMPORTANT  When you merge multiple cells, Excel keeps only the data from the
upper-left cell, and discards the other values. If the other cells contain data that you
want to keep, move the data before merging the cells.

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Modify cells and cell content

You can merge cells vertically, horizontally, or both

TIP  Merged cells can interfere with some types of operations on the surrounding
columns or rows, such as filling cell data. If this happens, you can unmerge the cells,
perform the operation, and then remerge the cells.

To wrap or unwrap text


7
1. Select the cell you want to format, and then tap the selected cell.
Or
Select multiple contiguous cells that you want to format.
2. On the shortcut bar, tap Wrap or Unwrap.

To merge a range of cells


1. Select the cells you want to combine.
2. On the Home tab, tap the Merge & Center button.

Format cell appearance


You can format worksheet content to help people identify key information. Beyond
the standard font formatting options, you can add shading (also called fill color)
and borders to cells. You can fill cells and apply borders independently or as part of
a preset cell style. Some of the cell styles available in Excel are intended to convey
specific information and others are linked to the workbook theme.

TIP  Conditional formatting is an incredibly useful tool for exposing trends in numeric
data. You can’t apply or modify conditional formatting rules in Excel for iPad, but you
can open worksheets that include conditional formatting rules created in other versions of
Excel, and the rules function correctly in Excel for iPad.

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All the cell styles are purely decorative. None of the styles that are designated as
titles and headings actually affect the structure of the content or link to an outline
level, as headings in a Word document do.

You can use cell styles to add visual interest and meaning to a cell

SEE ALSO  For information about changing the font, size, color, and style of text, see
“Change the appearance of text” in Chapter 4, “Create professional documents.”

A workbook can store many types of numeric data, and not all of these numbers
should be displayed or processed in the same way. You can format specific types of
numbers to display correctly and so that Excel correctly recognizes whether to process
the number as a value or as something else (such as a date).

Excel for iPad includes 11 categories of number formats:

■■ General  This is the default format for numbers. It permits Excel to process
numbers in mathematic operations and to display numbers by using scientific
notation if necessary to fit within the cell.
■■ Text  This number format instructs Excel to display and process the number
exactly as you enter it. It is particularly useful for numbers with leading zeros
and long numbers, such as credit card numbers, that Excel would otherwise
change to scientific notation.

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Modify cells and cell content

■■ Accounting  This format allows you to display a specific number of decimal


places and a currency symbol, which is left-aligned in the cell so the values are
easier to read.
■■ Currency  This format allows you to display a specific number of decimal places
and a currency symbol, which is flush against the numbers. You can also specify
the format of negative values.
■■ Date  This format allows you to choose from among many standard options
for displaying short and long dates to regional standards.
■■ Fractions  This format expresses a decimal number as the equivalent fraction.
You can specify the denominator or degree of precision up to 1/999.
■■ Number  This format allows you to display a specific number of decimal places
and specify whether to display the thousands separator and how to format
negative numbers. 7
■■ Percentage  This format displays a decimal number as the equivalent per-
centage followed by the percent symbol. If you want to display more precise
percentages, you can specify the number of decimal places.
■■ Scientific  This format expresses a number in scientific notation. You can
specify the number of decimal places of the expression.
■■ Time  This format allows you to choose from among many standard options
for displaying times or date/time combinations to regional standards.
■■ Special  This category includes region-specific formats for numbers such as
ZIP codes, postal codes, phone numbers, and Social Security numbers.

To add, change, or remove cell borders

1. Select the cell or cell range for which you want to format borders.

2. On the Home tab, tap the Cell Borders button.

3. On the Cell Borders menu, do one of the following:


●● To apply a border to only one side of the selection, tap Bottom Border,
Top Border, Left Border, or Right Border.
●● To apply borders to multiple sides of the selection, tap All Borders, Outside
Borders, or Thick Box Border.
●● To remove all cell borders, tap No Border.

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TIP  Additional border styles and customization options are available in the desktop
versions of Excel. If a worksheet cell has a border style that is unavailable in Excel for
iPad, you can apply the border to other cells by copying the cell and then pasting only the
format to the other cells.

To specify or remove a cell background color

1. Select the cell or cell range you want to format.

2. On the Home tab, tap the Fill Color button.

3. On the Fill Color menu, do one of the following:


●● Tap the color you want to apply.
●● Tap No Fill to remove any applied color.

TIP  The Fill Color dialog box displays six variations of each theme color, 10 standard
colors, and a Custom Color link that displays a spectrum you can select a color from.

To apply a preset cell style

1. Select the cell or cell range you want to format.

2. On the Home tab, tap the Cell Styles button.

3. On the Cell Styles menu, tap the style you want to apply.

To specify a number format

1. Select the cell or cell range you want to format.

2. On the Home tab, tap the Number Formatting button.

3. On the Number Formatting menu, do one of the following:


●● To apply the default format for a category, tap the category name.
●● To apply a specific number format, tap the i (the information symbol) to
the right of the category name. Set the format-specific options, and then
tap away from the menu to close it.

TIP  You can summarize large amounts of data for analysis by using a PivotTable, and
present visual representations of data as charts. For more information about these
presentation tools, see Chapter 8, “Process and present numeric data.”

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Manage the display of data

Manage the display of data


When a worksheet contains a large amount of data, it can be challenging to review
the data, especially on a small screen such as that of the iPad. If you need to keep all
the data at hand, you can rotate the iPad to display more columns or more rows at the
same magnification; hide headings, worksheet tabs, and other user interface elements
to increase the space available for the worksheet; or zoom out to display more content
in the app window. You can freeze the column and row labels so they stay visible—and
identify the on-screen content—while you flick through the data range.

If you’re focusing on specific data, you can hide columns and rows that you don’t
need to review. To really narrow things down, you can hide data that isn’t relevant to
your needs by filtering it, and then present different aspects of the data for evalua-
tions by changing the sort order.
7
SEE ALSO  For information about hiding user interface elements, columns, and rows, see
“Create and manage worksheets” and “Modify columns and rows” earlier in this chapter.

Freeze panes
When a worksheet contains more data than you can display on one screen, you
must scroll vertically or horizontally to display additional fields and entries. When
you scroll a worksheet that contains a data range, the lettered column headings and
numbered row headings can help you to identify the visible data, but it’s easy to
lose track of specific fields or entries. To simplify this process, you can “freeze” the
columns and rows that contain labels so they stay in place when you flick through a
worksheet.

For a typical data range that starts in the upper-left corner of a worksheet (cell A1),
the top row contains the column labels and the first column contains the row labels.
Because this is common, Excel provides options to freeze the top row and the first
column. Alternatively, you can select the first cell that you want to scroll and then
choose the option to freeze the worksheet panes above and to the left of that.

Frozen panes are indicated by thin lines on the worksheet that start between the
column headings or row headings. When the display of gridlines is turned off, the
lines are visible in the worksheet background.

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You can freeze panes at any location in a worksheet

To freeze the panes to the left of and above a specific cell

1. Position the worksheet so that the rows you want to have visible after you
freeze the panes are the first rows in the window.

IMPORTANT  In Excel for iPad, freezing rows prevents the frozen rows from
scrolling, so if you want to have multiple rows visible when scrolling, ensure
that they are exposed before you freeze the rows.

2. Select the first cell that you want to scroll (this cell will not be frozen).

3. On the View tab, tap Freeze Panes. Then on the Freeze Panes menu, tap
Freeze Panes.

To freeze the first visible column

1. Position the worksheet so that the one column you want to freeze as you scroll
horizontally is the first column in the window.

2. On the View tab, tap Freeze Panes. Then on the Freeze Panes menu, tap
Freeze First Column.

To freeze the first visible row

1. Position the worksheet so that the one row you want to freeze as you scroll
vertically is the first row in the window.

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Manage the display of data

2. On the View tab, tap Freeze Panes. Then on the Freeze Panes menu, tap
Freeze Top Row.

To unfreeze panes

1. On the View tab, tap Freeze Panes.

2. On the Freeze Panes menu, tap the current selection, and then tap a blank
area of the ribbon to close the menu.

Sort and filter data


A key feature of Excel is the ability to locate specific data or data that meets specific
requirements. You can use the search function to locate specific text or characteris-
tics and then move among the results one by one. For many purposes, however, it’s
more useful to manipulate the data range to display data in a certain arrangement
or to display only (and all) the records that share specific characteristics.
7
You can sort a data range or Excel table by the entries in any column to present the
data in different ways. For example, if you have a list of products offered by different
companies at different prices, you can sort the data by company name, by product
name, or by price. Then you can narrow down the options by filtering the data to
display only (and all) the records that share specific characteristics.

Filtering displays only the rows that contain the selected entry

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Chapter 7: Store and retrieve data

TIP  You can filter a data range by more than one column to display only entries that
meet multiple criteria. In Excel for iPad, you can sort a data range by only one column
at a time; you can’t perform multilevel sorts from the Sort & Filter menu.

Filtering is off by default for data ranges, but you can easily turn it on. When you do,
Excel evaluates the data and displays a Sort & Filter button at the right edge of each
data column heading. The button label changes to indicate the column status, as
follows:

■■ When a column is neither sorted nor filtered, the button is labeled with a
downward-pointing triangle.
■■ When data is sorted by a specific column, the button is labeled with an arrow
that points up to indicate an ascending sort order from smallest to largest (or
A to Z) or down to indicate a descending sort order from largest to smallest
(or Z to A).
■■ When the data range is filtered by a specific column, the button is labeled
with a funnel-shaped symbol that represents a filter.

Filtering a data range by one or more columns displays the entire entry (row) that
matches the filter criteria specified for the columns.

To display the Sort & Filter buttons for a data range

1. Select any cell in the data range.

2. On the Home tab, tap the Sort & Filter button, and then tap the Filter slider
to change its background to green.

TIP  It isn’t necessary to display the Sort & Filter buttons to sort data, but if you’re
going to perform more than one sort it’s convenient to have them there.

To sort a data range by a specific column

1. In the heading of the column that contains the sort criteria, tap the Sort &
Filter button, and then tap Ascending or Descending.

Or

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Manage the display of data

1. Select any cell in the column that contains the sort criteria.
2. On the Home tab, tap the Sort & Filter button.
3. On the Sort & Filter menu, tap Ascending or Descending.

To filter a data range by a specific column entry

1. Display the Sort & Filter buttons for the data range.

2. In the heading of the column that contains the filter criteria, tap the Sort &
Filter button.

3. On the Sort & Filter menu, tap to select or clear the selection of values to be
displayed.

TIP  A check mark indicates the filter values. Tap (Select All) to quickly select or
clear the selection of all available values.
7
To clear a filter

1. In the heading of the column that contains the filter criteria, tap the Sort &
Filter button.

2. On the Sort & Filter menu, tap Clear Filter.

Skills review
In this chapter, you learned how to:

■■ Create workbooks
■■ Create and manage worksheets
■■ Enter and edit data on worksheets
■■ Modify columns and rows
■■ Modify cells and cell content
■■ Manage the display of data

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Chapter 7

Practice tasks
The practice files for these tasks are located in the iPadOfficeSBS\Ch07
folder.

Create workbooks
Start Excel, and then perform the following tasks:

1. Create a blank workbook, and then save the workbook on your iPad as My
Blank Workbook.

2. Create a new workbook based on the built-in Movie List template.

3. Starting in cell C9, add information about your three favorite children’s
movies to the table. Notice that Excel continues the banded row striping
automatically.

4. Save the workbook on your iPad as My Movie Workbook.

5. Create a new workbook based on any of the Excel Online templates.

6. After Excel saves the workbook to your OneDrive, open it in Excel for iPad and
notice the file name.

7. Save a duplicate copy of the workbook on your iPad as My Online Workbook.


Then navigate from the Open page of the Backstage view to the Documents
folder on your OneDrive and open the workbook that has the name you iden-
tified in step 6.

8. Verify that the open workbook is the one you created from the Office Online
website.

9. On the Open page of the Backstage view, tap the File Actions button next to
the workbook name and then follow the process to delete the open workbook
from your OneDrive.

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Practice tasks

Create and manage worksheets


Open the ManageWorksheets workbook, and then perform the following tasks:

1. Review the information on the Month 1 worksheet.

2. Create a new worksheet after the Month 2 worksheet. Name the new
­worksheet Our Goals.

3. Insert two copies of the Month 1 worksheet as the last worksheets in the
workbook. Name the worksheets Month 3 and Month 4.

4. Move the Our Goals worksheet to the right end of the sheet tab area, and
then hide it.

5. On the Month 1 worksheet, hide the Formula Bar, gridlines, and headings. Then
verify that the gridlines and headings are still visible on the other worksheets.

6. Redisplay the hidden worksheet, and then redisplay the Formula Bar.

Enter and edit data on worksheets


Open the EnterData workbook, and then perform the following tasks:

1. Review the information on the January worksheet. Then display the February
worksheet.

2. In cell A9, add a new employee to the schedule by replacing Employee 5 with
the name Jean.

3. Without leaving Edit mode, move to cell AG4 and insert a line break imme-
diately before the word Days. Then complete the edit and return to Ready
mode.

4. Move the content of cells M7:N7 to Q7:R7 so there are only two people out of
the office on February 13th.

5. Extend Kathy’s vacation for the rest of the week by filling the pattern from
Q7:R7 through to cell U7.

6. On the March worksheet, update cell A9 to add Jean to the schedule. Schedule
an offsite training for Jean on the first weekday of the month by entering a T
in cell C9 and completing the edit.

7. Cancel two of Susie’s vacation days by deleting the content of cells Q5:R5.

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Chapter 7

Modify columns and rows


Open the ManageStructure workbook, and then perform the following tasks:

1. Manually change the width of column B and the height of row 2 to more
closely fit their content. Then use the AutoFit feature to make the column and
row exactly the right sizes to fit their content.

2. Insert a new column to the left of column C. Enter Teacher in the column
header.

3. Insert a copy of column E in columns F and G. Change the new column head-
ers to Quarter 3 and Quarter 4, and then delete the grades from the new
columns without clearing the formatting.

4. Move the Teacher column so it is between the Period and Class columns.

5. Insert two new rows above row 5. Enter Lunch in B5 and Recess in B6.

6. Hide the Lunch row. Then unhide the Lunch row and hide the Recess row
instead.

Modify cells and cell content


Open the ManageCells workbook, and then perform the following tasks:

1. Review the Team Jerseys worksheet. This worksheet contains a list of team
members, the number that appears on the back of each player’s uniform shirt,
and a space to indicate the person who picked up the shirt from the coach.
The entries are split into two sets of columns.

2. Change the number format in columns B and F to display whole numbers


(without any decimal places).

3. The numbers printed on the players’ shirts are all two digits. Apply a number
format that won’t remove leading zeros. Then enter a 0 before each number
from 1 through 9.

4. Select the three cells that contain information about Jane. Insert a set of three
cells above Jane’s (without deleting Jane’s information), and then enter the
name Jaime in the new Player Name cell.

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Practice tasks

5. Cells E16:G17 contain two entries for the same girl, as evidenced by the match-
ing names and shirt numbers. Delete the three cells in row 16 that contain
information for Presley K, and shift the cells upward to fill the gap.

6. In the second set of columns, create space for two new entries in rows 14 and
15, below the entry for Mallory. Enter Marcella in row 14 and Mary in row 15.

7. Format cells C1 and G1 so that the column headings no longer wrap within the
cells. Then use the AutoFit feature to size the columns to the minimum width
required to fit the text.

8. Merge cells G10:G11, and enter Lola’s mom in the merged cell to indicate
that she picked up both girls’ shirts. Then format the cell so its content is left-
aligned like those above and below it.

9. Select cells A1:G31, and add a thick border around the outside of the selection.

10. Apply a cell fill color that you like to cells A1:G1. Then remove the fill from cell
D1 so only the headings are shaded.

Manage the display of data


Open the DisplayData workbook, and then perform the following tasks:

1. Freeze rows 1 and 2. Then flick down and up through the worksheet to confirm
that the two rows remain visible.
2. Freeze column A. Then flick right and left through the worksheet to confirm
that the column remains visible.

3. Unfreeze the frozen rows and column, and then move the worksheet up in the
app window so that cell A10 is the first cell visible in the upper-left corner of
the worksheet. Freeze the panes to the left of and above cell B13, and then
move around the worksheet to see the effect.

4. Select any cell in the Daily Living data range, and then display the Sort & Filter
buttons for that data range.

5. Sort the Home data in ascending alphabetical order.

6. Filter the Daily Living data range to display only data related to child care,
dining out, and dog walking.

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Store information
in digital
notebooks
11
OneNote is a very useful program that you can use to
In this chapter
store many types of information and then access that
information from any device. OneNote is equally useful ■■ Create, open, and close
for home and business purposes and is available for notebooks
a wide variety of computer, tablet, and smartphone ■■ Configure notebook storage
systems. structure
After you spend a short time using OneNote for iPad, ■■ Add information to notebooks
you'll undoubtedly find it a convenient way to store
■■ Manage pages and sections
many types of information, such as task lists, itineraries,
frequent flyer accounts, supplier contact information,
meeting notes, research findings, technical data, and
printouts of contracts, receipts, and other documents
you want to archive for future reference.
Practice files
For this chapter, use the practice
This chapter guides you through procedures related to files from the iPadOfficeSBS\Ch11
creating and opening notebooks, adding sections to folder. For practice file download
notebooks, adding pages to sections, adding content instructions, see the Introduction.
to pages, managing notebook content, and closing
notebooks.

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Chapter 11: Store information in digital notebooks

The OneNote feature set


OneNote is available for use on many platforms, including Windows,
Windows Phone, Mac, iPad, iPhone, Android, and Internet browsers.
The Windows version of OneNote has significantly more features than
any of the others.

Here is a brief comparison of the features you can use in the iPad, Office
Online, and Windows versions of OneNote. More information about all
the current versions is available at www.onenote.com.

OneNote for iPad features


When using OneNote for iPad, you can perform the following tasks:

■■ Create notebooks in cloud storage locations.


■■ Create, rename, and delete sections.
■■ Change the background colors of individual pages.
■■ Embed files, PDF printouts, local or photo stream images, Office Lens
images, and links in notes.
■■ Format paragraphs and characters, and apply basic styles.
■■ Classify notes by applying predefined tags.
■■ Manage the password protection of notebook sections.
■■ Move and reorder sections, pages, and subpages.
OneNote for iPad doesn’t have any premium features that require an
Office 365 subscription.

OneNote Online features


You can use OneNote Online to do the following:

■■ Move and resize note containers.


■■ Delete individual sections or entire notebooks.
■■ Locate edits made by other authors in a shared notebook.

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The OneNote feature set

■■ Display content created or modified by specific authors.


■■ Change the color of a section, which affects the section tab and page
navigator background.
■■ Play audio and video recordings that were embedded in notes by
using a desktop version of OneNote.

For more information about OneNote Online, visit technet.microsoft.com


/en-us/library/onenote-online-service-description.aspx.

OneNote for Windows features


The Windows version of OneNote has the most functionality. You can use
OneNote 2013 on a computer running Windows to do the following:

■■ Change the color of a notebook, which affects the notebook cover.


■■ Change the display name of the notebook. This doesn’t change the
name of the folder that contains the notebook content.
■■ Create and delete section groups.
■■ Create pages based on content-driven or artistic templates.

Merge note containers, and select full notebook pages.


11
■■

■■ Edit embedded files from within OneNote.


■■ Integrate tagged tasks with your Outlook task list, and send content
from Outlook to OneNote.
■■ Record and embed audio and video recordings directly on a page,
and coordinate the playback of recordings with your written notes.
■■ Capture and insert screen clips from within OneNote.
■■ Search notes by tag, by author, or by date, and search the content of
audio recordings and the text in images.
■■ Generate a summary of tagged notes by storage location or date.
■■ Insert mathematical equations into notes.
■■ Draw or handwrite notes (by using your finger or a stylus).

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Chapter 11: Store information in digital notebooks

Create, open, and close notebooks


OneNote stores information in files that are referred to as notebooks. You can store
all your information in one notebook or create multiple notebooks for different pur-
poses. For example, you could store general business information in one notebook,
sensitive business information in a second notebook, and personal information in a
third notebook.

In some versions of OneNote, you can create and work with notebooks that are
stored locally on your computer or remotely in a connected storage location such
as a OneDrive site or SharePoint site. In OneNote for iPad, you can work only with
notebooks that are stored remotely.

Create notebooks
When creating a notebook in OneNote for iPad, you must create it on a OneDrive
site or SharePoint site. A benefit of creating a notebook in one of these remote
storage locations is that you can get to the information from any location or device.
If you want to share some or all of the information in your notebook with other
people, you can do that, too.

To create a notebook

1. Start OneNote and display the Backstage view.

2. On the File bar, tap Notebooks.

3. On the Notebooks page of the Backstage view, tap Create Notebook.

4. In the Create Notebook box, enter a name for the new notebook in the
Name box.

5. If the Location box doesn’t display the storage location you want to use, tap
the box. Then on the Location page that appears, tap the storage location
you want.
6. In the Create Notebook box, tap the Create button to create and open a
notebook that has the basic storage structure as a starting point.

SEE ALSO  For information about creating and configuring structural elements of a
notebook, see “Configure notebook storage structure” later in this chapter.

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Create, open, and close notebooks

OneNote gets you started


The first time you start OneNote for iPad, the app creates a notebook for you
on the OneDrive site that is associated with your user account. This note-
book includes a built-in section named Quick Notes that contains a bit of
information about how and why to use OneNote and some sample content.

You can retain the Quick Notes section for later reference
11
Some of the information in the Quick Notes section applies to versions of
OneNote other than OneNote for iPad. You can add, remove, and update
information in the Quick Notes section if you want to.

Open and switch among notebooks


The first time you open an existing notebook in OneNote for iPad, you must open
it from its source location, which can be any storage location you’re connected to.
When you open a notebook from a remote storage location, OneNote creates a
copy on the device you're working on, and synchronizes the local copy with the
server copy. Because of this feature, you can access information that is stored in a
notebook even when you're offline, from any device on which you've previously
opened the notebook.

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Chapter 11: Store information in digital notebooks

If you store or reference information in multiple notebooks, OneNote can maintain


active connections to all of them when it’s running. You can display the content of
only one notebook in the main app window at a time, but all the connected note-
books are “open” and synchronizing content, and you can easily switch among them.
The currently open notebooks are shown on the Notebooks page of the Backstage
view and the Notebooks menu in the OneNote app window.

Open or create notebooks from the Notebooks page of the Backstage view

To open an existing notebook for the first time

1. Start OneNote and display the Backstage view.

2. On the File bar, tap Open to display the storage locations you’re connected to.

3. If the storage location the notebook is stored in doesn’t already appear in your
Places list, connect to it.

SEE ALSO  For information about connecting to storage locations, see “Connect
to additional storage locations” in Chapter 2, “Get connected.”

4. Tap the storage location. If necessary, tap through the folder structure until
you reach the notebook. Then tap the notebook.

5. If OneNote prompts you to enter user credentials, enter the account name and
password for the account that has permission to access the notebook.

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Create, open, and close notebooks

To switch to a different open notebook

1. Start OneNote and display the Backstage view.

2. On the File bar, tap Notebooks.

3. In the list of open notebooks on the Notebooks page of the Backstage view,
tap the notebook you want to display.

Or

1. With any notebook displayed in OneNote for iPad, tap the Notebooks
button at the left end of the notebook header to display the currently
open notebooks.

11

You can manage currently open notebooks from the Notebooks menu

2. On the Notebooks menu, tap the notebook you want to display.

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Chapter 11: Store information in digital notebooks

Close and reopen notebooks


It isn't necessary to close a notebook before exiting OneNote. It's simplest to leave
all the notebooks that you use open all the time so that you can easily search their
content. The notebooks will continue to synchronize in the background and you'll
have access to current content when you need it. If you no longer need access to
the information that is stored in a notebook—for example, if its content pertains
only to a completed project—you can close it to keep the Notebooks menu and the
Notebooks page of the Backstage view tidy.

After you close a notebook, it remains available to reopen from the Recent page of
the Backstage view, or from its original storage location. If you want to ensure that
you can quickly access a closed notebook at a later time, you can pin it to the Recent
page and it will always be available from the Pinned section at the top of the page.

Pinned notebooks are convenient to access

To close a notebook

1. On the Notebooks page of the Backstage view, tap the File Actions button
for the notebook you want to close.

2. On the Notebook Options menu, tap Close Notebook.

Or

346
Configure notebook storage structure

1. At the left end of the notebook header, tap the Notebooks button.
2. On the Notebooks menu, tap the File Actions button for the notebook you
want to close.
3. On the notebook-specific menu, tap Close Notebook.

To reopen a notebook

1. On the Recent page of the Backstage view, tap the notebook you want to
open.

SEE ALSO  For information about sharing notebooks and synchronizing notebook
content, see “Protect and share information” and “Synchronize notebook content” in
Chapter 12, “Locate and share notebook content.”

Configure notebook storage structure


The notebook storage structure in OneNote reflects that of a physical tabbed
notebook such as those used by students. You can divide notebooks into one or
more sections. Each section contains one or more pages. You store information
on individual pages.

A new notebook contains one section and one page. You can add sections and
pages to provide a structure for the content you intend to store in the notebook. 11

The OneNote user interface elements

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Chapter 11: Store information in digital notebooks

As you add sections, you can name them in a way that is appropriate for the content.
Be sure to give each section a meaningful name so you can easily identify it when
you’re sending content to OneNote from another program.

TIP  In some versions of OneNote, you can optionally group sections into elements
called section groups, which provide another layer of organizational structure. You can’t
create section groups in OneNote for iPad, but you can navigate through section groups that
already exist in notebooks created in other versions of OneNote.

When you’re adding content to a notebook, you can create blank pages or pages
that already contain content. If you have a clear idea of the kind of information you’re
going to store in a notebook, you might find it simplest to build the notebook struc-
ture and then add content within that structure. But it isn’t necessary to build the
structure first—if you prefer, you can send content to your notebook and then
organize pages and sections by moving or copying them. Whatever works best for
you will work with OneNote.

To create a section

1. In the notebook header, tap the New Section button.

To rename a section

1. In the notebook header, double-tap the tab of the section you want to
rename.
Or
Tap the section tab, and then tap Rename to activate the title for editing.

The shortcut bar displays options for working with the selected title

2. Enter the new section name, and then tap the Done key on the on-screen
keyboard.

TIP  If you’re working with an external keyboard connected to your iPad, you can press
the Enter key to perform the action of the Done key in any procedure.

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Add information to notebooks

To create a page

1. Display the section in which you want to create the page.

2. At the top of the page navigator, tap the Add Page button.

To change a page to a subpage

1. At the top of the page navigator, tap the Edit button.

2. Tap the selector to the left of the page name.

3. On the action bar at the top of the page navigator, tap the Demote button.

TIP  To change a subpage to a standard page, follow the same process but tap the
Promote button.

To name or rename a page or subpage

1. In the page navigator, tap the page or subpage.

2. In the title area at the top of the page, replace the page title.

Add information to notebooks


You can use OneNote for iPad to create and gather notes in a variety of ways.
11
Enter and format text
To enter text on a page, you can tap the on-screen keyboard or type on an external
keyboard. You can use the dictation functionality of the iPad to dictate notes ver-
bally, which can be a great time-saver after you become accustomed to the process.
These processes are the same as those that you use to enter content in a document
when using Word for iPad, so you're probably already familiar with them from the
Word coverage earlier in this book.

SEE ALSO  For information about keyboard and dictation text-entry methods,
including keyboard shortcuts and dictation commands, see “Enter text in documents”
in Chapter 4, “Create professional documents.”

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Chapter 11: Store information in digital notebooks

If you want to keep track of the dates on which you enter specific notes, you can
quickly insert the current date on your notebook page in mm/dd/yy format by tap-
ping the Date button on the Insert tab. You can reference information that exists
on a website rather than recording separate notes about it by linking from a place-
holder on the notebook page to the webpage on the Internet.

SEE ALSO  For information about inserting hyperlinks to a webpage, see “Reference
additional information” in Chapter 6, “Enhance document content.”

Formatting options for notebook page content include only the basics:

■■ You can apply a limited number of purpose-specific styles, including styles


for a page title, six heading levels, normal paragraphs (the default), citations,
quotes, and code.
■■ You can format characters by applying bold, italic, underline, and strike­
through font styles, changing the font color, and highlighting content.
■■ You can format paragraphs in these ways:
●● Change the paragraph indent in half-inch increments.
●● Create bulleted lists that use the default bullet characters.
●● Create numbered lists that use the default numbering formats.

The style and formatting options are available from the Home tab of the ribbon. You
use the same methods to apply the available styles and formatting to page content
in OneNote for iPad that you use in Word for iPad.

SEE ALSO  For more information, including step-by-step procedures for applying
styles and formatting, see “Align, space, and indent paragraphs” and “Change the
appearance of text” in Chapter 4, “Create professional documents,” and “Present content
in lists” in Chapter 5, “Add visual elements to documents.”

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Add information to notebooks

Work with notebook containers


When you enter information onto a notebook page, the information is stored inside
a note container rather than directly on the page. A page can contain multiple note
containers; tapping an empty area of the page that is not in or near an existing
note container creates a new one.

Two note containers on a page

In OneNote for iPad, it's generally simplest to keep all your page content in one
note container because you can't manipulate the containers as you can in OneNote
for Windows. Double-tapping the header of a note container selects it and displays
a shortcut bar of commands for manipulating the content.

11

Options for working with a selected note container

IMPORTANT  When you select a note container it might appear as though you
actually selected the content. You can easily differentiate between the selection of a
note container and its content: selecting only the content displays handles, whereas selecting
the container does not.

In the Windows version of OneNote, you can move and merge note containers by
dragging them on the page. This functionality is not currently available in OneNote
for iPad; however, you can move a note container by moving its content.

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Chapter 11: Store information in digital notebooks

Like the other Office for iPad apps, OneNote automatically saves the changes you
make to a notebook. You can undo all the changes you’ve made to a Word docu-
ment, Excel workbook, or PowerPoint presentation in the current app session by
restoring the file to its most recently opened state. However, due to the way that
OneNote stores information, you can’t restore OneNote notebooks. This can be
both good and bad—you can enter notes and then exit the notebook without losing
them, but you must take care when modifying content that you don't delete infor-
mation you might need later.

Organize notes in tables


Certain types of information that you store in a notebook will be easier to track if
you organize it in tables. OneNote for iPad includes limited table functionality, but
it does provide the option of inserting and then populating a table. The initial table
created by OneNote for iPad when you insert a blank table is two columns wide by
two columns high. You can insert additional rows or columns as necessary. OneNote
for iPad doesn't include any special formatting options for tables.

To insert a blank 2-by-2 table

1. On the Insert tab, tap the Table button.

To add rows or columns to a table


1. To insert a single row or column, tap to position the cursor in a table cell
adjacent to where you want to insert the row or column.

Or

To insert multiple rows or columns, select the number of existing rows or col-
umns you want to insert adjacent to where you want to insert the new rows or
columns.

2. On the Table tool tab, tap the Insert button.

3. On the Insert menu, tap Rows Above, Rows Below, Columns Left, or Columns
Right.

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Add information to notebooks

To remove rows or columns from a table

1. To remove a single row or column, tap to position the cursor anywhere in that
row or column.

Or

To remove multiple rows or columns, select cells in the rows or columns you
want to remove.

2. On the Table tool tab, tap the Delete button.

3. On the Delete menu, tap Rows or Columns.

To delete a table

1. Tap to position the cursor anywhere in the table.

2. On the Table tool tab, tap the Delete button.

3. On the Delete menu, tap Table.

TIP  If you are working with an external keyboard connected to your iPad, you can
create a table while inserting information. To do so, enter content and then press the
Tab key to move to or create the next cell in the row, and the Return key in the last cell of the
table to create a new row.

Insert images 11
One of the great things about OneNote is that you can store not only your own
notes, but also many other types of information. Pictures, of course, are worth a
million words—and when you're using OneNote for iPad, you have the advantage
of working on a device that you can use to easily capture images at the same time
you're taking notes.

You can insert photos that you’ve already taken with your iPad or another device
and stored on your iPad or in your photo stream, or you can capture and insert
photos from within OneNote. This simplifies the process of documenting something
because you can intersperse pictures among your written notes as appropriate.

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Chapter 11: Store information in digital notebooks

Your iPad has its own camera app, but OneNote for iPad also comes with its own
picture-management app, Office Lens. Office Lens has been specially engineered
to enhance images of text, but you can use it to work with any photo.

A photo captured from within OneNote and displayed in Office Lens

When you capture images of whiteboards, printed documents, sticky notes, or other
items that display text, Office Lens can enhance the image to make the text content
easier to read. You can crop and straighten the image, and when you're happy with
the result, Office Lens inserts the enhanced image into your notebook.

TIP  If you prefer to use the standard iPad camera app rather than Office Lens, you can
turn off Office Lens from the iPad settings for OneNote.

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Add information to notebooks

Office Lens crops, straightens, and sharpens text images

11
The Office Lens app is simple to use—it includes only four controls.

■■ The Back button returns to the active notebook page without inserting the
photo.
■■ The Whiteboard, Photo, and Document modes analyze the photo and crop,
straighten, and sharpen it to different standards.
■■ The Crop button displays handles that you can drag to designate the area of
the photo you want to keep.
■■ The Finish button accepts the current settings and inserts the photo on the
notebook page.

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Chapter 11: Store information in digital notebooks

To select or insert an existing photo from your iPad or photo stream

1. Tap to position the cursor where you want to insert the photo on the page.

2. On the Insert tab, tap the Pictures button.

3. On the Photos menu, tap the storage area that contains the photo you want
to insert.

4. Locate the photo and tap it.

If you're using the default OneNote for iPad camera setting, the photo opens
in Office Lens and you can enhance it before you insert it on the page. If you've
turned off the option to use Office Lens, the photo appears on the page.

IMPORTANT  OneNote for iPad doesn’t include picture configuration options such as
those that are available in Word and PowerPoint. You can reposition a photo by
dragging it but you can’t specify the text wrapping or format the photo.

To capture a picture or text image from within OneNote

1. Tap to position the cursor where you want to insert the photo on the page.

2. On the Insert tab, tap the Camera button.

3. Position the iPad so the image you want to capture is in focus on the screen.

4. Tap the Capture button (the circle).


If you’re using the default OneNote for iPad camera setting, the photo opens
in Office Lens; otherwise it appears on the page.

To enhance and insert a photo from Office Lens

1. If you want Office Lens to automatically enhance the image content, tap the
Whiteboard and Document buttons to preview the results, and then tap
the mode that best fits your needs.

2. If you want to crop or straighten the photo, tap the Crop button to display
the original image with crop handles positioned where Office Lens senses that
the image corners should be.

3. Drag the handles to define the area of the final image and its bottom edge,
from which Office Lens calculates the alignment of the image.

4. Tap the Finish button to insert the photo.

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Add information to notebooks

To turn off Office Lens

1. Start the Settings app.

2. Near the bottom of the Settings list, tap OneNote.

3. On the OneNote page, in the Photos & Camera section, tap Camera Setting.

4. On the Camera Setting page, tap the Use Office Lens slider to change its
background to white.

Insert files from cloud storage locations


In OneNote for iPad, you can insert files from a cloud storage location into your
notes. Different types of files create different results. For example:

■■ Inserting a Word document displays a labeled document icon on the page.


You can display the file content and then open the file for editing.
■■ Inserting a graphic file displays the graphic on the page.
■■ Inserting a video file displays a labeled generic icon. You can play the video
recording.

You can change the icon label from the file name to something more descriptive,
but note that the labels wrap after approximately 13 characters.

IMPORTANT  At the time of this writing, OneNote for iPad supports inserting files 11
only from iCloud and Dropbox storage locations.

You can search your cloud storage location for files that contain specific terms. To
simplify the process of locating a file in your iCloud storage, you can sort the search
results by Date, Name, or Tags.

The sorting options for search results

357
Chapter 11: Store information in digital notebooks

To insert a file from iCloud or Dropbox storage

1. Tap to position the cursor where you want to insert the file content on the
page.

2. On the Insert tab, tap File.

A window displays your iCloud storage.

3. If you're inserting a file from iCloud, you can do the following:


●● To switch between the file thumbnail and file list views of your iCloud
­storage, tap the button that represents the view you want.
●● To search for a specific file, tap the Search box and enter the search
parameter.
●● To change the sort order of files, tap Date, Name, or Tags.

4. If you want to insert a file from Dropbox, you can do the following:
●● To display your Dropbox storage, tap Locations in the upper-left corner of
the window, and then tap Dropbox.
●● To search for a specific file in the Dropbox window, tap the Search box and
enter the search parameter.

5. Locate and then tap the file you want to insert.

To change a file icon label

1. Tap the icon, and then on the shortcut bar, tap Rename.

2. In the Rename box, enter the label you want, and then tap Save.

To preview a file from an embedded icon

1. Double-tap the icon.

Or

Tap the icon, and then on the shortcut bar, tap Open.

2. Flick to scroll through the file.

3. To close the preview, tap Done in the upper-left corner of the window.

358
Add information to notebooks

Send, print, and link content to notes


When you are using the Windows version of OneNote in conjunction with
other programs in the Office suite, there are many additional ways you can
store information in OneNote for safekeeping. For example, you can:

■■ Send email messages directly from Outlook to a OneNote notebook.


■■ Link tagged tasks in a notebook to your Outlook task list.
■■ Take meeting notes in personal or shared notebooks.
■■ Create notes that are linked directly to specific locations in a Word
document or PowerPoint presentation.
■■ Print any Office file to a OneNote notebook.

Although you can’t perform these same actions in OneNote for iPad, you
can work with the content of notebooks that are stored in shared locations
in the iPad and Windows versions of OneNote.

To open a file for editing from a preview window

1. In the upper-right corner of the preview window, tap the File Actions button.

2. In the window that opens, tap the icon of the app you want to open the file in. 11
To manage cloud storage providers

1. On the Insert tab, tap the File button.

2. In the upper-left corner of the window, tap Locations. Then on the Locations
menu, tap More.

3. In the Manage Storage Providers window, do either of the following:


●● To make your storage location with a cloud storage provider available, tap
the provider's slider to change its background color to green.
●● To remove a cloud storage provider from the Locations menu, tap the
provider's slider to change its background color to white.

4. In the upper-right corner of the Manage Storage Providers window, tap Done.

359
Chapter 11: Store information in digital notebooks

Manage pages and sections


From time to time you might find it necessary to modify the storage structure of
a notebook or move content around within the notebook. Fortunately, it's much
easier to move information around in an electronic notebook than it is in a physical
notebook.

You can rearrange notebook elements in the following ways:

■■ Move pages within a section, to another section in the same notebook, or to a


section in any open notebook.
■■ Move sections within a notebook or to any other notebook that you have
open. When you move a section to a different notebook, it is inserted as the
last section in the notebook, and the section tab appears to the right of the
other section tabs in the notebook header.

You can also assign background colors to notebook pages to provide a visual
indicator of the purpose or status of a page—for example, a green background to
indicate that the page content is final or an orange background to indicate that a
page contains confidential information.

TIP  Changing the page background color in OneNote for iPad doesn’t affect the color
of the page tab in the page navigator.

You control the movement of pages by activating the edit functions in the page
navigator.

Tap Edit at the top of the page navigator to activate the edit functions

360
Manage pages and sections

After you finish organizing your notebook content, you might find that you have
extra or empty notebook elements. You can delete any notebook element other
than a section group and the notebook itself from within OneNote for iPad.

TIP  You can delete notebooks and section groups when working with a notebook in
the Windows version of OneNote.

To change the color of the active page or subpage

1. On the View tab, tap the Page Color button.

2. On the Page Color menu, tap the color swatch you want to apply to the page.

Or

On the Page Color menu, tap the No color button to remove the page back-
ground color.

To move a page within a section

1. At the top of the page navigator, tap Edit.

2. In the page navigator, tap and hold the handle of the page you want to move,
and then drag it vertically to the new location.

To move one or more pages to a different section or notebook

1. At the top of the page navigator, tap Edit.


11
2. In the page navigator, select the pages you want to move.

TIP  To select a page, tap the empty circle that precedes the page name. A
check mark appears when the page is selected.

3. On the action bar at the top of the page navigator, tap the Move button to
display a window showing the sections and section groups available in the
current notebook.

361
Chapter 11: Store information in digital notebooks

You might need to swipe the list to display all the sections and section groups in the notebook

4. To move the selected pages to a different section of the current notebook, tap
the section you want to move them to.

Or

To move the pages to a different notebook, tap Notebooks to display a


window showing the currently open notebooks; tap the notebook, the section
group if appropriate, and then the section you want to move the pages to.

TIP  When you move a page to a different section, it is inserted as the last page in the
section, at the bottom of the page navigator for that section. When you move a
section to a different notebook, it is inserted as the last section in the notebook, to the right
of the existing section tabs in the notebook header.

362
Manage pages and sections

To move a section within a notebook

1. In the notebook header, tap and hold the tab of the section you want to
move, until the tab changes to a lighter color.

2. Drag the section tab laterally to the location you want it in relation to the
other section tabs.

To move a section to a different notebook

1. Display the section you want to move.

2. Tap the section tab once.

3. On the shortcut bar, tap Move to display a window showing the currently
open notebooks and any section groups they contain.

11

The section you're moving is identified above the notebook list

4. In the Notebooks window, tap the notebook you want to move the section to.

363
Chapter 11: Store information in digital notebooks

To delete a page

1. Display the section that contains the page you want to delete.

2. In the page navigator, swipe left or right on the tab of the page you want to
delete, and then tap Delete.

IMPORTANT  OneNote stores your deleted pages in the Recycle Bin of the OneDrive
site or SharePoint site the notebook is stored on. You can restore deleted pages from
that Recycle Bin until they are permanently deleted (usually after 60 days).

To delete a section

1. Display the section you want to delete.

2. In the notebook header, tap the active section tab.

When you tap the tab once, the shortcut bar displays options relevant to the section

IMPORTANT  Tap a section tab once to display the shortcut bar, or twice to
activate the section tab for editing.

3. On the shortcut bar, tap Delete.

364
Manage pages and sections

Skills review
In this chapter, you learned how to:

■■ Create, open, and close notebooks


■■ Configure notebook storage structure
■■ Add information to notebooks
■■ Manage pages and sections

11

365
Chapter 11

Practice tasks
The practice files for these tasks are located in the iPadOfficeSBS\Ch11
folder.

Create, open, and close notebooks and


configure storage structure
Start OneNote, and then perform the following tasks:

1. Create a new notebook in your OneDrive storage location and name it


My Notes.

2. Without closing your new notebook, open the StoreNotes notebook from the
practice file folder.

3. Close the StoreNotes notebook, and then reopen it from the list of recent
notebooks.

4. Switch to the My Notes notebook.

5. Rename the Welcome section as Practice One, and create a new section
named Practice Two. Move the Practice Two section so it immediately follows
the Practice One section.

6. In the Practice Two section, rename the untitled page as Page 1 and create a
new page named Page 2.

7. Make Page 2 a subpage of Page 1, and rename it as Subpage One.

8. Exit OneNote without closing the open notebooks.

Add information to notebooks


Open the StoreNotes notebook if it isn’t already open, and then perform the
following tasks:

1. In the Add Content section, on the Text Practice page, enter the following text
just below the page title: Taking notes on the iPad is easy. Keep track of
important information, and access it from anywhere.

2. Tap halfway down the page to create a second note container. In the new note
container, insert a 2-by-2 table.

366
Practice tasks

3. In the first column of the table, enter January in the first row and February
in the second row. In the second column, enter Garnet in the first row and
Amethyst in the second row.

4. Add a third row to the end of the table. In the new row, enter March in the
first column and Aquamarine in the second column.

5. Insert a row at the top of the table. In the new row, enter Month in the first
column and Birthstone in the second column. Select the two cells, and then
apply bold formatting to the words so they look like column headings.

6. Switch to the Image Practice page. From within OneNote, use your iPad and
the Office Lens utility to capture an image of something (such as a notepad,
whiteboard, or sticky note) that has handwritten text on it.

7. Enhance and crop the image by using Office Lens. Insert the modified image
below the title of the Image Practice page.

8. Exit OneNote without closing the open notebooks.

Manage pages and sections


Open the StoreNotes notebook if it isn’t already open, and open the MoveNotes
notebook. Then perform the following tasks:

1. Display the StoreNotes notebook.


2. In the My Pages section of the notebook, change the color of Page A to any
shade of blue. Then change the color of Page B to any shade of green.

3. Move Page C above Page A.

4. Move Page A and Page B to the Practice Pages section of the notebook.

5. Move the Practice Pages section so that it precedes the My Pages section.

6. Move the Practice Pages section to the MoveNotes notebook. Then create
a copy of the Practice Pages section in the StoreNotes notebook.

7. In the StoreNotes notebook, delete the My Pages section. Then in the


Practice Pages section, delete Page B.

8. Exit OneNote without closing the open notebooks.

367
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Index
Symbols entrance effects  305, 307
exit effects  306, 307
#+= key  See on-screen keyboard
multiple, applying  309
* (asterisk), in Excel formulas  237
options, changing/choosing  309
+ (plus sign), in Excel formulas  237
order of  307
- (minus sign), in Excel formulas  237
positioning  307
.?123 key  See on-screen keyboard
removing  310
/ (forward slash), in Excel formulas  237
selecting  309
^ (caret), in Excel formulas  237
annotating slides  331
 (prohibition sign)  287 App Store
installing apps  9
Numbers locating apps  8
123 button (Excel status bar)  See on-screen updating apps  18
keyboard app support  xvi
apps
See also specific apps
A automatic updates  9, 20
Abc button  See on-screen keyboard closing  44
absolute references (Excel)  240, 243 deleting  22
accessibility options (iPad) displaying currently open  44
where to configure  15 exiting  43, 44
zoom controls  61 grouping in folders  30
Accounting number format (Excel)  215 installing  4, 7, 9
accounts locating  8
associated online storage  27 pane colors  60
connecting apps to  28, 33 passcodes, requiring  15
Microsoft  10, 11, 38 reinstalling  22, 23
Office 365  4 removing from folders  30
OneDrive  38 removing from iPad  22
activating Office  28, 33 restricting access to  15
activating worksheet cells  202 settings, configuring  16
AirPrint printers  72, 73 signing in  33
alignment starting  29, 31
paragraphs  105 switching between  45
using tab stops  110 updating  18–21
anchoring version history  20, 21
images  137 windows, and  60
shapes  146 area charts  250
animated transitions  See slide transitions arguments
animation effects, on slides See also functions; parameters; values
applying  308 color coding  230
color, changing/choosing  309 defined  246
emphasis effects  306
405
arranging images

arranging images  153 blank text boxes, creating  165, 166


artistic text effects  See WordArt effects blank workbooks, creating  195
ascending order  220 block arrows  146
aspect ratio Bluetooth keyboards, connecting  83
of charts  256 bold, applying to text  115
cropping images  139, 141, 142 bookmarking errors in dictation  95
shapes, and  146 borders
slides, and  280 cells  213, 215
associating apps with an Office 365 pages  87
subscription  13 tables  130
asterisk (*), in Excel formulas  237 breaks  See column breaks; page breaks; section
attachments, opening from email  34 breaks
audio recordings browsing content in OneDrive  34
adding to slides  326 built-in functions  242
embedded, on slides  325 built-in templates
icons on slides  326 PowerPoint  281, 282
playback controls on slides  329 workbooks, creating from  195
searching in notebooks  376 bulleted lists
volume, controlling in presentations  325 creating as you type  124
author, displaying  66 demoting items  128
automatic updates  9, 20 in documents  122–124
AutoSave  58, 64, 66 mixing with numbered lists  128
AutoSum formulas multilevel, creating  127–129
functions  244 paragraphs, formatting as  123
inserting  245 promoting items  128, 129
AVERAGE AutoSum function  244 symbols  123, 124
Average function, in Total rows  229 text, formatting as  123
axis titles  258
C
B calculations
background color of cells  216 See also formulas
backing up content, to iCloud  35 in document tables  131
backing up data, by using iTunes  5 nested functions  248
Backstage view  63 order of processing  237, 238
commands on  63 parenthetical  238
displaying  63 refreshing manually  249
starting apps from  50 callout shapes  146
backup settings  5 Camera Roll  299, 300
balloons cameras
changes displayed in  178 OneDrive as backup storage  37
comments displayed in  183 settings for  13
banded columns or rows  130 capitalization, searching for  71
banner shapes  146 caret (^), in Excel formulas  237
bar charts  250 cell ranges  201
basic shapes  146 See also cells, in worksheets; data ranges
blank files, creating  50 referencing, in formulas  231

406
closing

cell references characters


See also formulas bullets  123, 127
absolute  240, 243 displaying hidden  104
changing  245 new line, inserting  293
color-coding  238 tabs, inserting  111, 293
creating  243 chart area  254  See also charts, in worksheets
mixed  240, 243 charts, in worksheets  249
options  240 aspect ratios  256
relative  240, 241 axis titles  258
syntax  239 chart area  254
cell selectors, color-coding  238 chart types, changing  257
cell styles color scheme, changing  259
preset, applying  216 combination  252
in worksheets  214 creating  251, 254
cells, in tables  129, 135 data, changing  257
cells, in worksheets  199 data labels  258
See also cell references data tables  259
background color  216 deleting  257
borders  215 display, configuring  259
clearing content  205 editing  257
comments, hiding/displaying  268 elements  258, 260
conditional formatting  213 formatting  258–260
deleting  211 gridlines  258
editing content  204 layouts  250
entering content  204 legends  258
equations, entering  242 moving  256
fill patterns  205 order of data  255, 257
formatting  213–216 plot area  254, 259
formulas, copying  244 plotting/replotting  251, 253, 255, 257
inserting  211 positioning  256
line breaks, inserting  204, 205 previewing data  251
merged  212, 213 resizing  256
merging  213 selecting  255, 256
moving content  205 source data  254
selecting  201 structure, changing  254–257
shading  229 styles  258, 259
shifting direction of content  211 supporting data, displaying  197
structure, modifying  212 swapping data over axes  257
styles  214 trendlines  259
wrapping content within  202, 212, 213 types  250, 253
centering paragraphs  105 clearing cells  205, 207
changes  See tracked changes clearing vs. deleting  207
changes to files, undoing  65, 67 clicking  xiv
character formatting Clipboard  100
location of commands on ribbon  112 closing
removing  116 apps  44
Word for iPad, types of  112 files  43
search pane  72

407
cloud storage

cloud storage  See Dropbox; iCloud; OneDrive; removing  235


online storage resizing  206
coauthoring  179 selecting  201
notebook content  381 sorting by  220
workbook content  266 widening  212
color schemes commands
slides  282 Backstage view  63
in tables  131 File menu  64–67
color-coding Print  73
See also cell references ribbon and  62, 63
cell selectors  238 tables  130
function arguments  230 comments
colors attaching to text  184
animation effects  309 container handles, in workbooks  268
cell backgrounds  216 deleting, in documents  185
custom  216 deleting, in workbooks  268
reviewers, assigning  179 displaying, in presentations  298
shape outlines  149, 150 displaying, in workbooks  268
shapes, changing  150 hidden, in workbooks  267
text boxes, applying  167 hiding, in workbooks  268
user accounts, and  180 icons  298
column breaks  160–163 inserting  184
column charts  250 managing  184
column margins navigating through  180, 185, 267, 298
displaying  160 responding to  184
modifying  161 reviewing  184, 267, 298
columns, in document text  See text columns on slides  298
columns, in notebook tables specific reviewers, hiding/showing  185
adding  352 specific types, hiding/showing  181
removing  353 community forums  42
columns, in tables conditional formatting  213
displaying markers  130 consecutive numbering  126
inserting  132, 133 contacting Microsoft Press  xvi
removing  133 content containers in slide layouts  290
width  130, 133 content, restricting  15
columns, in worksheets copies
adding  233, 234 printing  65, 73
copying  208 saving  59
deleting  209 copying text  100, 103
fitting to content  206 COUNT AutoSum function  244
freezing  218 Count function, in Total rows  229
hiding  210 Count Numbers function, in Total rows  229
inserting  207, 235 cover pages
measurements, displaying  206 footers, and  172
moving  208 page headers, and  172
referencing  231 page numbers, and  174

408
dragging

creation date of files, displaying  66 descending order  220


credentials design templates, PowerPoint  280, 283
See also accounts; passwords desktop computer, synchronizing with
deleting  16 OneDrive  40
Microsoft account, creating  10 desktop document templates  90, 92
Office 365 association  13 desktop programs, Office 365 licensing and  11
crop handles  139 dictating text
cropping commands  96, 97
aspect ratio  139 in documents  95–97, 99
crop handles  139 marking errors  95
images  139, 141, 142 in notebooks  349
photos, in Office Lens  356 dictionary, adding words  294
Currency number format (Excel)  215 digital images  See pictures
cursor dimmed thumbnails  287
magnifying position of  98 displaying
positioning  98 currently open apps  44
positioning on slides  293 on-screen keyboard  67
custom templates  50 properties of the current file  65, 66
cutting text  100 distributing files  74–77, 381
document footers  See page headers and
footers
D Document Gallery  92
data, in worksheets document headers  See page headers and
filtering  219–221 footers
searching  59–62 documents
sorting  219–221 See also files; templates
data labels  258, 259 changes  178–183
data ranges comments  180, 183
See also cell ranges creating  50–52, 90–93
converting tables to  235 elements of  121
filtering  220, 221, 231 moving content between  101, 103
formatting as tables  232 opening  89, 91
plotting as charts  253 printing  72–74
searching  219 readability of  121
Sort & Filter buttons, displaying  220 saving  91
data series searching  69–72
charts, and  251 sections  176
color-coding  258 templates  50–52, 90–93
color scheme, changing  259 tracking changes  178–183
data sources, refreshing PivotTable  266 double-sided pages, headers and footers  172
data tables  259 double-sided printing  72
Date number format (Excel)  215 downloads, of apps  20
decimals, displaying  215 dragging
deleting apps  30 charts in worksheets  256
deletions, tracked  181 indent markers  108, 109
delivering slide shows  325, 330–333 text  100
demoting list items  128

409
drawing canvas

drawing canvas  148 Excel Online


drawing shapes  148 accessing  195
Dropbox features  192
connecting to  38, 39 workbooks, creating  195
inserting files  358 exercise steps, general instructions  xiv
remote file storage location  357 exit animation effects  306, 307
duplicate files, saving  59, 65 exiting files and apps  43, 44
duplicating practice files  xii expanding content to fit paper  74
external keyboards  60, 63
See also keyboards
E shortcuts  390–392
Edit mode  200
on-screen keyboard  200
switching to  204 F
worksheets  243 features, premium  29
editing feedback, submitting  xvi
cell contents, in worksheets  204 fields
coauthoring  179 adding to PivotTables  262
files, online  59 displaying in PivotTables  265
effects, applying to pictures  142 referencing in formulas  231
email accounts  10 selecting in PivotTables  265
email messages file links  74
attaching files  75 creating  77
opening attachments  57 sending in email  75
sending file links  74, 77 sharing  77
sending PDFs  75, 381 File menu  64
sending to notebooks  359 file properties  66
Emoji keyboard  17, 93 files
emoticons See also documents; notebooks;
inserting into documents  93 presentations; workbooks
settings  17 AutoSave and  58
emphasis animation effects  306 changes, managing  65
empty tables, creating  132 closing  43
ending points, moving in columns  162, 163 creating  50–52
entering information  xv deleting  51, 52
entrance animation effects  305, 307 distributing  74–77
equation shapes  146 duplicate copies, saving  xii, 59, 65
equations  See calculations; formulas editing online  59
errata, submitting  xvi emailing  75
error bars  259 inserting in notebooks  357–359
errors, submitting  xvi leaving  43
Excel desktop version features  193 managing  64–67
Excel for iPad moving  65
features  192 naming  58, 64
modes  200 opening  34, 52–57
premium features  192 opening attachments  57
selection handles  200 pinning  55

410
function arguments, color-coding

properties  65–67 paragraphs  104–109


recently used  54, 55 pasted text  102
restoring  65–67 pictures  139–145
saving  58, 64 removing from text  116
searching  69–72 shapes  147–150
switching among  54 symbols, displaying  161
templates and  50 tables  134
filling a data series  202, 205 text  112–116
fills text as bulleted list  123
shapes  149, 150 worksheet cells  215, 216
text boxes  167 Formula Bar
worksheet cells  213, 216 activating  230
filtering formulas, entering  242
clearing filters  221 function list  247
by column entry  221 functions, entering  248
data  219–221 hiding  199
data ranges  219, 220 opening  238
PivotTables  262 redisplaying  200
tables  231 formulas  236
find and replace  70–72 See also calculations; cell references;
finding apps functions
App Store  8 arguments, defined  246
Office website  7, 9 AutoSum  244, 245
first column  130 completing  243
first line indents  108 copying  231, 244
first page creating  236, 242, 243
different  172 editing  245
headers and footers, unique  174 Formula Bar, entering into  242
page numbers, removing from  175 function keyboard, using  238
fitting columns to content  206 numbers, entering  241
flowchart shapes  146, 302 operands  237
folders operators  237
on the Home Screen  30 special symbols  241
in remote storage locations  51 syntax  239
fonts  112 updating automatically  231
changing  115 validating  239
copying/pasting  56 forums  42
default Office fonts  283 forward slash (/), in Excel formulas  237
substituting  56 Fractions number format (Excel)  215
theme fonts  102 free
footnotes  168, 169 apps  4
formatting email accounts  10
See also text file storage  37
changes, displaying in page margins  181 trial version of Office 365  13
copying  116 freezing columns and rows  217, 218
numbers in workbooks  214–216 function arguments, color-coding  230

411
Function button

Function button  389 hidden


function on-screen keyboard  238, 389 characters  110
displaying  204, 241 columns/rows  210
illustrated  239 keys  205
multifunction keys  238, 241 paragraph marks  104
switching to standard keyboard  238 hiding
functions notebook content  378
See also arguments; formulas; parameters; slides  287
values hierarchical structure of lists  125
AutoSum  244 highlighting slides  331
building formulas for  236 highlighting text  100
categories  247 history
definitions, displaying  247 app versions  20, 21
descriptions of, displaying  242 file versions  67
entering  241 Home Screen
Formula Bar, entering in  248 deleting apps from  22
list, in Formula Bar  247 starting apps from  50
nested  248 Home tab  62
syntax of  247 how-to instructions  xiv
hyperlinks
creating  169
G editing on slides  293
General number format (Excel)  214 to external content  168
gestures  387
magnification level, changing  61
multitasking  45 I
graphs  See charts, in worksheets iCloud  15
gridlines files, inserting from  358
in charts  258 online storage  35
hiding  200 Photo Stream  138
in worksheets  199, 200 searching  357
grouping shapes  148 supported storage location  357
icon labels, changing  358
icons  xv
H activating on the Home screen  22
handles as button labels  xv
cropping  139 vs. buttons  xv
pictures  140 deactivating on Home screen  22
hanging indents  108, 109 inserting into documents  93
hardware requirements  4 Install  9, 23
hardware support  xvi Settings  6
header row  130 for specific apps  8
headers  See page headers and footers Updates  20
headings images
repeating in tables  136 See also pictures; shapes
in worksheets  199, 200 animation effects, applying  305–309
height of rows, controlling  134 capturing with OneNote  356
help resources  41, 42 overlapping  153
help with hardware and software  xvi

412
local storage space requirements

in slide layouts  282 for entering characters  xv, 98


text wrapping options  152 function keyboard  204, 238, 389
wrapping text around  151, 152, 153 installing additional  17
indenting languages, additional  17
columns  160 multifunction keys  238
first line indent  107 number keyboard  389
hanging indents  108 shortcuts  390–392
indent markers  107–109 standard keyboard  238, 242, 388
left indent  107 switching between  17, 99, 238, 242
paragraphs  104, 107–109 symbol keyboard  241, 389
right indent  107
tables  130
information bar, system data  60
L
information, entering  xv landscape orientation  170, 176
Insert tab  62 languages
installing apps different keyboards for  17
App Store, from  9 supported by Siri  95
automatically  15 last column  130
Office for Mobile Devices website, from  7, 8 layout  See page layout
Office website, from  9 layout of PivotTables, changing  266
updates  18, 20 layout options, workbooks  65, 72–74
instructions, adapting  xiv legends, in charts  258
interface  See user interface elements licensing
iOS Office 365 portal, checking for  13
identifying, using iTunes  6 Office 365 subscriptions, and  11
required versions  4 line breaks
version, displaying  6 hidden characters  110
iPad Air  99 inserting, in documents  111
iPad device inserting, in worksheets  204, 205
backing up  5 line charts  250
configuring settings  15 line shapes  146
orientation  xv line spacing  106, 107
iPad settings  15 links
italics, applying  115 sending  75, 76
iTunes  5 sharing  77
to notebooks  381
lists  122
J bulleted, in documents  122–124
justifying paragraphs  105 consecutive numbering  126
demoting items  128
multilevel  127
K numbered, in documents  125
Keep Source Formatting  102 ordered  125
Keep Text Only  102 ordered and unordered, together in lists  128
keyboards promoting items  128
See also external keyboards; on-screen unordered  122
keyboards local storage space requirements  4
Bluetooth, connecting  83, 390
Emoji  17, 93

413
locating apps

locating apps  See finding apps registering existing email addresses  10


location of a file, displaying  66 standard features  28
locked files, options for working in  266 Microsoft Answer Desk  42
locking notebook sections  380 Microsoft Community forum  42
Lync  3 Microsoft Press contact information  xvi
Microsoft Press Store  xvi
MIN AutoSum function  244
M Min function, in Total rows  229
macro-enabled files, saving as  58 minus sign (-), in Excel formulas  237
magnification level, changing  61 mirrored margin setting  171
magnifying mistakes, submitting  xvi
cursor position  98 mixed references  240, 243
page content in notebooks  372 movies  See video recordings
text in text boxes  293 moving
using touch  373 files  65
Mail app text  100, 103
attachments, opening  57 multicolumn tables, creating  131
sending file links using  74–76 multifunction keys  238
manual calculation mode  249 multilevel lists  127–129
manually installing updates  20 multitasking gestures  45
margins  See column margins; page margins
markers
on rulers  161 N
zoom  373 names of folders, changing  30
marks in columns, displaying  161 naming files  58
markup navigating among apps  45
types of  181 nested functions  248
viewing  180 new account, creating  10
Match Destination Formatting  102 new files, creating  50, 52
mathematical formulas new line characters  293
building from functions  236 new page section breaks  177
in tables  131 next page section breaks  177
mathematical operators  237 note containers  351
MAX AutoSum function  244 notebook notes
Max function, in Total rows  229 See also notebook pages
media  See audio recordings; video recordings inserting files  357
merging cells  212–213 linking to files  359
messages  See email messages organizing in tables  352
microphones storing information  359
controlling use of  15 notebook pages
iPad Air  99 See also notebook notes; notebook sections
location on devices  99 background colors  360, 361
shortcut key  94 creating  349
Microsoft accounts deleting  364
associated online storage  27 demoting/promoting  349
creating  10, 11 moving  360–362
Office 365 associating with  13 naming/renaming  349

414
Office apps

note containers  351 notes, in notebooks  See notebook notes


page navigator  360 notes, in presentations  See slide notes
restoring deleted  364 Notes pane (PowerPoint)
selecting  361 displaying  316–318
subpages, changing to  349 hiding  319
notebook sections Number format (Excel)  215
See also notebook pages; notebooks number formats (Excel)
creating  348 categories  214
deleting  364 specifying  216
displaying  361 Number key  389
editing  364 number on-screen keyboard  241, 389
grouping  348 numbered lists  125
locking/unlocking  380 consecutive numbering  126
moving  360, 362, 363 creating  125, 126
moving pages  361 demoting items  128
naming  348 mixing with bulleted lists  128
passwords  380 multilevel  127
protecting  378–380 numbering style, changing  126
renaming  348 paragraphs, formatting as  126
notebooks  342 promoting items  128, 129
See also files; notebook sections numbering  See numbered lists
adding information  349–359 numbers
closing  346 displaying  212
creating  342 entering  241, 389
Full Page view  371, 372 shortcut keys  94
opening  343, 344 numeric data, formatting  214
printing  381 numeric values
protecting sections  378–380 displaying statistics  246
reopening  346, 347 sums  229
restoring  352
saving  352
searching  376–378
O
sections  347, 348, 360–365, 378–380 Office 365
sending links and PDFs  381 activating  27, 32
sharing  342 associated online storage  27
sharing content  381 benefits of  53
source location of  343 features activated by  4, 32
storage options  342 free trial  14
structure, configuring  347–349 licensing  11, 13, 59
switching between  345 Microsoft account, associating with  10
switching views  371 premium features  28
synchronizing  343 restoring subscriptions  33
synchronizing content  382 signing in  31
tags, inserting/removing  375 subscriptions  11–14
tasks, linking to Outlook  359 Office apps
user interface elements  347 closing  43, 44
views  370, 371, 373 configuring settings  16, 17

415
Office for iPad apps, support

Office apps (continued) online storage


deleting  22 accessing  27
Help resources  41, 42 connecting to  35–39
installing  7–9 managing providers  359
reinstalling  22, 23 online support  42
ribbon tabs  62 online templates  89–91, 194
settings, displaying  16 on-screen keyboard
starting  29 See also keyboards
updating  18 #+= key  389
user interface  59–67 .?123 key  389
Office for iPad apps, support  xvi 123 button (Excel status bar)  389
Office Lens  354–357 Abc button  390
Office Online apps  59, 86, 192, 278, 340 displaying  67
Office website, installing apps from  7–9 displaying symbols  390
OneDrive  36, 37 emoticons  93
accessing  27, 37 function keyboard  238, 389, 390
accessing files  53 hidden  60
account  38 hidden keys  205
browsing content  34 hiding  67, 390
coauthoring document content  179 icons  93
connecting to  38, 40 installing additional  17
documents, saving to  89, 91 languages, additional  17
files, opening  34, 56 multifunction keys  238
personal vs. organizational  36 number keyboard  241, 389
storage location, adding  38 rejoining  68, 390
storing practice files  xii shortcuts  388–390
synchronizing with computers  40 splitting  68, 390
types  36 standard  388
OneDrive for Business  See OneDrive switching between  17
OneNote for iPad switching to standard keyboard  390
benefits  339, 369, 378 symbol keyboard  241, 389
features  340 tips  388–390
Office 365 Personal subscription and  12 opening files  34, 52–57
Office Lens  354–357 operands, defined  236
photos, capturing  354 operating system  See iOS
premium features  28 operations, order of processing  237
Quick Notes  343 operators, mathematical  236
supported storage locations  357 ordered lists  125, 128
user interface elements  347 organizing apps in folders  30
views  370, 371 organizing information in tables  129–136
OneNote for Windows orientation of the iPad  xv
features  341 outdenting paragraphs  108, 109
notebooks, deleting  361 outline colors
note containers  351 shapes  149, 150
section groups, deleting  361 text boxes, applying to  167
storing information  359 outlines
OneNote Online, features  340 shapes, and  147, 150
text boxes, removing from  168

416
patterns, filling cells with

Outlook, linking tasks to notebooks  359 pages, in notebooks  See notebook pages


Outlook Web App  3 pane colors  60
overlapping images  153 panes
freezing  217–219
frozen, identifying  217
P unfreezing  219
page breaks paper size
managing  176, 177 changing  74
by section breaks  177 standards  171
soft  176 paragraph formatting, on slides  318, 319
page headers and footers  172 paragraph marks
adding  172–175 described  104
content, removing  175 hiding/showing  110
cover pages, and  172 paragraphs
double-sided pages and  172 alignment, configuring  105
editing  174 anchor association  137
first page, unique  174 bulleted lists, formatting as  123
formatting  173 formatting  104–109
hiding  200 hanging indents  109
odd and even pages  175 hidden characters  104, 110
options  173 indenting  104, 107–109
page numbers, displaying in  174 line breaks, inserting  110
page layout  170 numbered lists, formatting as  126
commands  170 outdenting  108, 109
sections  176 pictures, inserting  137
page margins  170, 171 positioning text manually  110, 111
displaying changes in  181 ragged edge  109
mirrored  171 resetting to Normal style  104, 105
options  171 soft returns  110
sections, and  176 spacing  106, 107
setting  172 styles  113
page navigator  360 tab stops  110, 111
page numbers tagging in notebooks  374
on cover pages  174 wrapping lines  110
on first page  175 parameters
formatting  175 See also arguments; search parameters;
in headers and footers  175 values
moving  175 definition  246
removing  176 required and optional  246, 248
page orientation types  247
options  170 passcode, requiring  15
setting  172 passwords
when printing  74 for Microsoft accounts  10, 15
page ranges, printing  72, 73 for notebook sections  379
page sizes, in Word paste options  102
margin options  170, 171 pasting text  100, 102
setting  172 patterns, filling cells with  205
supported  171

417
PDF files

PDF files fields, displaying  265


sending in documents as  75 filtering  262
sending notebook pages as  381 layout, changing  266
pending updates, installing  20 structuring  262, 264
Percentage number format (Excel)  215 styles  264
permissions for sharing file attachments  77 Places  35
personal Office 365 subscription  12 adding  39
perspective shadows  143 OneDrive storage and  38
Photo Stream  138 playback controls
inserting photos in documents  136, 137, 140 audio, on slides  326
inserting photos in notebooks  353–356 video, on slides  326, 329
inserting photos in presentations  299, 300 playing audio on slides  329
photos  See pictures playing videos on slides  325, 329
Photos & Camera, configuring settings  15 plot area  254, 259
picture commands  138 plotting charts  251, 253, 255
picture styles  142–143 plus sign (+), in Excel formulas  237
pictures populating a table, defined  228
See also images portrait orientation  170, 176
aspect ratio  139, 141, 142 positioning text manually  110, 111
capturing from OneNote  356 PowerPoint desktop versions
cropping  139, 141, 142 comments  298
cropping with Office Lens  356 content containers  290
effects, applying  142–144 features  278, 279
enhancing with Office Lens  354–356 slide masters, editing  282
handles  140 PowerPoint for iPad
inserting  136–138, 140, 299–300, 353–356 features  276, 277
moving  152, 300 premium features  277
reflections  144 PowerPoint Online features  278
replacing  145 PowerPoint templates  280–285
resetting  145, 300 practice files  xii
resizing  139, 140, 141 preformatted styles
Rotate handle  140 document templates, in  113
rotating  139, 142 text, adding to  116
selecting  141, 300, 356 premium app features  4, 12
settings  15 activating  13, 32, 33
shadow effects  142, 144 Excel for iPad  192
storage locations, configuring  15 OneNote for iPad  28
styles  142–143 PowerPoint for iPad  277
uploading automatically  138 trying out  13
pie charts  250 unlocking  4, 11
pinning files  55, 346 Word for iPad  85
Pivot Filters  262 presentations  275
PivotTables  260, 261 See also files; slide shows; slides; video
See also tables (Word) recordings
aspects of  264 adding slides  287, 288
data source, and  266 comments  298
displaying details  265 creating  50–52, 280–285
fields, adding  262 delivering  325, 330–333

418
resizing

fonts  283 read-only


moving slides among  288 file links  74, 77
notes  316–319 files  53
panes  317, 318 Ready mode  200
presenting  325, 330–333 and worksheets  243
printing  72, 73 switching to  204
slide transitions  315, 319–322 recently used files  54, 55
presenter notes  See slide notes rectangle shapes  146
presenter tools  331 Recycle Bin  364
Presenter view, slide shows  330–333 redoing changes  63
preset fills referencing cells  207, 240, 242
for shapes  149 referencing column names, in formulas  236
text boxes, applying to  167 referencing data, in formulas  231, 236
preset table formatting  134 referencing fields, in formulas  231
preview window, editing files from  359 referencing information
previewing files, from embedded icons  358 in footnotes  168, 169
previous file versions, restoring  66 using hyperlinks  168, 169
print options  65, 72, 73 referencing tables, in formulas  231
printing  72–74 reflection effect
AirPrint printers  72, 73 displaying  144
documents  73 removing  144
notebook content  381 variations  143, 144
Office files to notebooks  359 refreshing display of folder contents  51
options  65, 72, 73 rehearsing slide shows  331
PowerPoint for iPad, limitations  316 reinstalling apps  22, 23
presentations  73 rejoining on-screen keyboard halves  68
scaling to fit paper  74 relative references  240, 241
wireless networks  72 remote file storage locations  4
workbooks  74 remote storage  See storage locations
procedures  xiv removing apps
prohibition sign on slide thumbnails  287 from folders  30
promoting list items  128, 129 from the iPad  22
properties, displaying for files  65 removing character formatting  116
pull quotes  164 renaming folders  30
punctuation, dictation commands for  96 repeating changes  63
purchased apps replacing
automatically installing  15 content  70–72
reinstalling deleted  22, 23 pictures  145
version history  20 Report Filters  263
repositioning apps on Home screen  22
requirements, hardware  4, 6
Q resetting
Quick Notes  343 apps  16
paragraphs to Normal style  105
R pictures  145
radar charts  250 resizing
ragged edges of paragraphs  109 charts, in worksheets  256
ranges  See cell ranges; data ranges columns  206

419
responding to comments

resizing (continued) rows, in notebook tables


pictures  139, 141 adding  352
shapes  149 removing  353
responding to comments  184 rows, in worksheets
restoring copying  209
deleted content  133 deleting  209
deleted notebook pages  364 fitting to content  206
files  65–67 freezing  218
iPad to original state  4 height, changing  207
notebooks  352 hiding  210
restricting inserting  208
access to app and website content  15 measurements, displaying  206
search results  69, 71 moving  209
reusing text  100 referencing, in formulas  231
reverting selecting  201
changes  65 rows, in worksheet tables
deleted content  133 adding  233, 234
Review tab  62 removing  235
reviewers ruler
See also tracked changes column indents and margins  160
colors assigned to  179 column markers in tables, displaying  130
comments, showing/hiding  185 column widths in tables, displaying  130
markup, hiding/showing  181 displaying  104, 108, 161
reviewing indent markers  107
comments in documents  184, 185 running apps, switching among  45
comments in presentations  298 runover text, in worksheets  212
comments in workbooks  267, 268
documents  178–185
tracked changes  178–182
S
revisions  See documents; tracked changes saving
ribbon  60, 62 automatically  58, 64, 66
buttons  63 duplicate files  xii, 59, 65
character formatting commands  112 files  58, 64, 66
picture commands  138 scaling content to fit paper  74
table commands  130 scatter charts  250
tabs  62 scientific notations, displaying in
text effects  112 worksheets  212
rolling back  65 Scientific number format (Excel)  215
rotating screen locking  15
pictures  139, 142 search pane, closing  72
shapes  149 search parameters  377  See also parameters
text in text boxes  168 search results
rows, in document tables moving among  71
height, controlling  134 notebook content  376, 377
inserting in tables  132 restricting  71
mathematical formulas  131 search terms, replacing  71
removing  133

420
slide layouts

searching animating on slides  308


file content  69–72 formatting  149, 150
iCloud  357 inserting in documents  146–148
notebook content  376–378 inserting in presentations  301–303
whole words, for  71 outlines  151
workbook data  219 resizing  149
section breaks  176 rotating  149
See also text columns shared notebooks
to create text columns  161 location  381
deleting  163 synchronizing  382
inserting  177 SharePoint sites
types  177 coauthoring document content  179
section groups  348 connecting to  38, 39
section tabs, editing  364 navigating storage structure  35
sections, in notebooks  See notebook sections sharing
selecting files  74–77
cells, columns, and rows  201 notebook content  381
chart data  253, 257 sheet tabs  196, 200
shapes  149 sheets  See worksheets
text  100, 101 shortcut bar
worksheets  201 columns/rows, selecting  201
selection handles displaying/hiding  203
displaying in documents  101 section tabs  364
displaying in worksheet cells  200 text, selecting  101
selecting cell ranges  243, 245 shortcuts  63, 94
selecting chart data  253, 257 showing
selecting columns and rows  208–210 comments  185
sending hidden characters  110
content to OneNote  359 shrinking content to fit paper  74
file links  74, 75, 381 signing in to Office apps  31–33
PDFs  75, 381 Siri  95
settings size of files, displaying  66
backup  5 sizing
configuring  15 pictures  139, 141
displaying  16 shapes  149
shading sizing handles
cells, applying to  135 charts  256
plotted chart data  256 pictures  138
in tables  130 shapes  149
shadow effect Skype for Business  3
adding  144 slide layouts
removing  144 See also slide masters; slides
variations  142 built-in  286
shapes designating  288
See also images design templates  285
adding text  304 elements, defined by  285

421
slide masters, editing

slide layouts (continued) slide thumbnails, dimmed  287


images  282 slide transitions  315
modifying  290 See also slides
predefined  283 animating  304, 319–322
reapplying  290 applying  322
scaling  282 backgrounds  304
slide designs  286 best practices  322
standard  281 configuring options  322
structure  285, 286 effects  320, 321
themes  283 identifying  321
widescreen  280, 282 Random Transition option  321
slide masters, editing  282  See also slide layouts removing  322
slide notes  315 shooting star icon  321
See also slides three-dimensional  320
adding  316–318 slider background, changing  161
creating  316–319 sliders  71
default font  317 slides
displaying  284, 318 See also slide layouts; slide notes; slide
displaying to presenter  330, 333 transitions; text boxes; video recordings
formatting  317 adding  287, 288
hiding  319 animation effects  304–310
locating  317 annotating  331
printing  316 aspect ratios  280
Slide pane (PowerPoint)  284, 285, 287 color schemes  282
slide shows comments  298
See also presentations; slides copying  288
delivery methods  330 creating  285–289
ending  333 current, identifying  317
hidden slides  287 deleting  287
moving among slides  332 designating layouts  288
pausing  332 designs  286
playing audio and video recordings  329 displaying  288
presenter tools  331, 332 editing  287, 293
Presenter view  330–333 formatting  291
presenting  325 hiding  287
rehearsing  331 marking up  331
restarting  332 masters  282
skipping slides  332, 333 moving  287, 288
speaker notes  333 selecting  288
Standard view  330 sizes  280, 281, 285
starting  325, 332 Smart Guides  290
slide sizes themes  282, 283
aspect ratios  280 Smart Guides  290
changing  281, 285 soft page breaks  176
selecting  281 soft returns  110
standard  281 software  See apps
widescreen  280 software support  xvi

422
Symbol key

Sort & Filter button, status labels  220 Photo Stream  138
sorting worksheet data Places  35
by column  220 remote  4
data, in worksheets  219–221 SharePoint  38, 39
data ranges  219, 220 storage space
sort order  220 app requirements  4
spacing freeing up  4
between document elements  110 usage, displaying  6
columns, between  163 storage structure, files  53
paragraphs  106, 107 striking through text  115
vertical, in paragraphs  106 styles
speaker notes  See slide notes charts  258
speaking, to enter information  xv copying  114
special characters, entering  389 documents, finding in  114
Special number format (Excel)  215 modifying  114
spellcheck  99 pictures, applying to  142, 143
spelling PivotTables  264
error indicators  294 preformatted  113, 116
errors, correcting on slides  295 removing from tables  135
suggested corrections  294 in tables, applying  135
tools for checking  99 tables, in worksheets  229
splitting the on-screen keyboard  68 stylus  xiv
spreadsheets  See workbooks; worksheets submitting errors  xvi
stacking images  152 submitting feedback  xvi
stacking order  152 suboperations  237
standard keyboard  242 subpages, in notebooks  349
standard on-screen keyboard  388 subscript character format  115
standard slide layout  281 subscriptions, Office 365
Standard view (slide shows)  332 benefits of  53
star shapes  146 features available with and without  29
starting apps  29, 31 options  11
starting points in columns, moving  162, 163 substituting fonts  56
statistics SUM function  244
on status bar  246 Sum function, in Total rows  230
in Total rows  233 superscript character formats  115
status bar, location  60 support resources
StdDev function, in Total rows  230 hardware and software  xvi
stock charts  250 Microsoft Press Support  xvi
storage locations Office for iPad apps  41, 42
adding  38 surface charts  250
Clipboard  100 switching
configuring for photos  15 between keyboards  17, 238, 242
connecting to  35–39 files, among  54
default  35 between open notebooks  345
displaying  34 running apps, among  45
iCloud Drive  15 symbol on-screen keyboard  241, 389
OneDrive  3, 36–40, 53, 56, 57, 59 Symbol key  389

423
symbols

symbols management tools  231


bullets, changing  124 pasting into worksheets  202
dictation commands for  97 plotting as charts  253
displaying on function keyboard  242 referencing, in formulas  231
entering  241, 389, 390 resizing  235
synchronizing rows, inserting/deleting  235
iPad with iTunes  4, 5 selecting  232
notebook content  382, 383 shading  229
OneDrive with computers  37, 40 style options, specifying  233
syntax styles  229, 233
formula references  239 Total rows  229
of functions  247 tables (OneNote)  352
system data, information bar  60 columns  352
deleting  353
inserting blank  352
T rows  352
tab characters tables (PowerPoint)  296, 297
aligning  111 copying from other Office files  296
aligning text with  110 documents, inserting from  297
hidden characters, as  110 inserting  297
inserting in tables  131 tables (Word)  129–136
inserting in text  111, 293 banding columns and rows  130
tab stops  110, 111 borders  130
table elements cells  129
emphasizing  229 color schemes  131
formatting  135 column markers  130
functional, in worksheets  229 column widths  130, 133
table selector  232 columns, deleting  133
in document  130 columns, inserting  132
in worksheets  232 copying to presentations  296
table sizing handle  130 deleting  136
tables (Excel)  228 elements, formatting  135
banded columns  229 empty, creating  132
banded rows  229 features, emphasizing  130
columns, inserting/deleting  235 first column  130
converting to data ranges  232, 235 formatting  130
copying to presentations  296 header row  130
creating  228, 232 headings, repeating  136
elements, emphasizing  229 last column  130
extending  233, 234 multicolumn, creating  131, 132
filling  234 row height  134
filtering  231 rows, deleting  133
first row  229 rows, inserting  132
functionality, removing  232 selecting  132
header row  229 selector  130
hiding columns/rows  210 shading  130, 135
last column  229 sizing handle  130

424
Twitter address for Microsoft Press

styles  135 reverting to regular text  163


text, formatting  131, 134 spacing  163
themes  131 width  162
Total rows  130, 131 text containers  See text boxes
tabs  See ribbon; section tabs; sheet tabs; tab text direction, changing  168
characters; tab stops Text number format (Excel)  214
tagging notes  374–375 text to table  131
tapping  xiv text wrapping
technical support  42 images, and  151
templates options, with images  152
creating files from  50 theme colors
Excel  194, 195 text boxes, filling  167
PowerPoint  280, 281 theme fonts  102
preformatted styles  113 themes
previewing  89 paste option  102
saving files as  58 slides  282, 283
styles  114 in tables  131
Word  90, 92 thumbnails  See slide thumbnails
text Thumbnails pane (PowerPoint)  284, 285, 287
See also formatting; text boxes; text columns Time number format (Excel)  215
arranging with images  151 toggling keyboards  238
comments, attaching to  184 tool tabs  62  See also ribbon
copying to Clipboard  100, 103 Total rows, in Excel tables
cutting to Clipboard  100 default display  229
deleting  103 functions  229, 230
dictating  95, 99 options  229
document text, inserting on slide  294 Total rows, in Word tables  130
entering  93, 98, 294 touchscreen gestures  387
fonts  56, 112, 115 tracked changes  178
keyboard shortcuts  94 See also reviewers
moving  100, 101, 103, 296 accepting/rejecting  182
pasting  100, 102 colors  180
preformatted styles, adding to  116 display options  180
rotating in text boxes  168 displaying  178, 181
selecting  101, 295 navigating  180
on slides  292–296 reviewing  181
spelling errors, correcting  295 specific types  181
text boxes turning on/off  183
See also slides; text transition effects, in presentations  See slide
in documents  164–168 transitions
on slides  290–292 transparency, applying to shapes  150
text columns trendlines  259
See also section breaks; text trial version of Office 365  14
adding or removing content  162, 163 troubleshooting  41, 42
margins and indents  160, 161 truncated numbers  212
number of  162 Twitter address for Microsoft Press  xvi

425
underline, applying

U inserting on slides  323, 326


managing playback  325, 326, 329
underline, applying  115
previewing on slides  328
Undo
searching in notebooks  376
deleted content  133
volume control in presentations  325
worksheets, and  197
undoing changes  63, 65, 66
unfreezing panes  219 W
unhiding webpages, hyperlinks to  169
columns/rows, in worksheets  210 websites, linking from notebooks  350
notes, in presentations  319 whole words, searching for  71
presenter notes  333 widescreen slide layout  280
speaker notes  333 width
user elements, in worksheets  200 columns, changing in Excel  206
worksheets  198 columns, changing in Word  162
universal no symbol  287 Wi-Fi
unlocking computer, syncing with  5
notebook sections  378–380 configuring  15
premium app features  4, 11 windows  60
unordered lists  122, 128 Windows computers
unsaved files  52 desktop versions of Office for  13
unwrapping content in cells  213 Office 365 subscriptions  11
up/down bars  259 wireless networks, printing  72, 73
updates Word 2011/Word 2013 templates
App Store, installing from  18 creating documents from  92
downloads, displaying list of  20 finding  90
installing  20 Word desktop versions, features  86, 87
Use Destination Theme  102 Word for iPad
user accounts, revision colors  180 compared to Word Online  86
user experience, optimizing  15 documents, opening  89
user interface elements  59–67 features  84, 85
cosmetic vs. functional  49 premium features  85
Excel, hiding/unhiding  200 Word Online
OneNote  347 compared to Word for iPad  86
documents  89, 91
V editing with  85
features  86
validating formulas  239
templates  89
values  See arguments; numeric values;
WordArt effects  164
parameters; statistical values
adding  115
Var function, in Total rows  230
applying to text boxes  165
version history
in documents  113
for apps, displaying  20, 21
workbooks
for files, displaying  67
See also files; worksheets
versions, restoring files  66
blank, creating  50, 195
vertical spacing, configuring  106
collaborating  266–268
video recordings
comment container handles  268
deleting from slides  327
comments  267, 268
formatting on slides  324–328

426
Zoom Controller

creating  50–52, 194, 195 Z


deleting worksheets  197
zoom  61
printing  74
controls, turning on  61
print layout options  74, 74–76
manually changing  373
searching  69–72, 219
markers  373
templates  194, 195
Zoom Controller  61
tracked changes  267
worksheet tabs  199
worksheets  191, 196
See also workbooks
adding  196
deleting  197
elements of  199
freezing columns and rows  217–219
gridlines  199, 200
headings  200
hiding  198
hiding elements  200
moving within workbook  198
organizing data  196
printed page display  206
printing  72, 74
renaming  197
reordering  198
reversing actions  197
searching content  69–72
selecting  196, 201
size limitation  196
structure, changing  210
tabs  196, 199
wrapping cell contents in worksheets  202, 212,
213
wrapping lines in paragraphs  110
wrapping text around images  152

X
X Y (scatter) charts  250

Y
Yammer  3

427
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