MS Office Notes
MS Office Notes
Microsoft Word 2010 is a word-processing program that can be used to create professional-
looking documents such as reports, resumes, letters, memos, and newsletters. It includes many
powerful tools that can be used to enhance the appearance of documents and collaborate with
others. This handout provides an overview of the Word 2010 user interface and covers how to
perform basic tasks such as creating, saving, editing, formatting, and printing documents, as well
as getting help.
Starting Word
There are multiple ways to start Word. You can start Word 2010 from the Start menu (in
Windows 7) or by opening an existing Word file.
79
Table 1 – Word 2010 Program Window Elements
Name Description
Title bar Appears at the top of the program window and displays the name of the
document and the program. The buttons on the right side of the Title bar are
used to minimize, maximize, restore, and close the program window.
Quick Access Appears on the left side of the Title bar and contains frequently used commands
toolbar that are independent of the tab displayed on the Ribbon.
Ribbon Extends across the top of the program window, directly below the Title bar, and
consists of a set of tabs, each of which contains groups of related commands.
Navigation Appears on the left side of the program window and enables you to navigate
pane long documents, search for specific text, and reorganize content.
Document Appears below the Ribbon and displays the contents of the document.
window
Cursor Indicates where text or graphics will be inserted.
Scroll bars Appear along the right side and bottom of the document window and enable
you to scroll through the document.
Status bar Appears at the bottom of the program window and displays information about
the document (number of pages, number of words, etc.). The tools on the right
side of the Status bar can be used to display the document in a variety of views
and to change the magnification of the document.
NOTE: Clicking the arrow on the right side of the Quick Access
toolbar displays a menu which includes additional commands and
options that can be used to customize the toolbar. A check mark next
to an item indicates that the item is selected (see Figure 3).
Figure 3 – Customize Quick
Access Toolbar Menu
80
Ribbon
The Ribbon is designed to help you quickly find the commands that you need to complete a task.
It consists of a set of task-specific tabs (see Figure 4 and Table 2). The main tabs are visible at all
times. Other tabs, known as contextual tabs, appear only when you create or select certain types
of objects (e.g., images, tables, charts). These tabs are indicated by colored headers and contain
commands that are specific to working with the selected object. Clicking a tab displays a set of
related commands that are organized into logical groups. Commands generally take the form of
buttons and lists; some appear in galleries. Some commands include an integrated or separate
arrow; clicking the arrow displays options available for the command. The appearance of the
buttons and groups on the Ribbon changes depending on the width of the program window. If a
command on the Ribbon appears dimmed, it is unavailable. Pointing to a command on the
Ribbon displays its name, description, and keyboard shortcut (if it has one) in a ScreenTip.
A dialog box launcher appears in the lower-right corner of most groups on the Ribbon (see
Figure 4). Clicking it opens a related dialog box or task pane which offers additional options or
more precise control than the commands available on the Ribbon.
You can minimize the Ribbon to make more space available on the screen by clicking the
Minimize the Ribbon button on the right side of the Ribbon (see Figure 4). You can expand
the Ribbon by clicking the Expand the Ribbon button . When the Ribbon is minimized, only
the tab names are visible.
Name Description
File Displays the Backstage view which contains commands related to managing files
and customizing the program. The File tab replaces the Microsoft Office button
and File menu used in earlier releases of Microsoft Office.
Home Contains the most frequently used commands. The Home tab is active by default.
Insert Contains commands related to all the items that you can insert into a document.
Page Layout Contains commands that affect the overall appearance of a document.
References Contains commands related to items that you can add to a document.
Mailings Contains commands related to creating mass mailings.
Review Contains commands related to proofreading a document, working in other
languages, adding comments, tracking and resolving document changes, and
protecting a document.
View Contains commands related to changing the view and other aspects of the display.
81
Navigation Pane
The Navigation pane offers a top-to-bottom view of your document’s heading and page structure,
and provides a quick way to navigate long documents, search for specific text, and reorganize
content. The Navigation pane includes a Search box and three tabs (Headings, Pages, and
Results) (see Figure 5 and Table 3).
Name Description
Displays a list of all the headings in the document. Click a heading in the
Headings pane to go to the corresponding heading in the document. Drag a heading up
or down to change its order in the overall document structure. Right-click any
heading to perform additional actions such as promote or demote a heading,
add a new heading or subheading, or delete a heading.
Displays thumbnail images of all the pages in the document. Click a
Pages thumbnail image in the pane to go to the corresponding page in the document.
Displays a list of search results. Click a result to go to the corresponding
Results location in the document.
82
NOTE: You can use the Previous button or Next button at the top of the Navigation
pane to browse through all the headings, pages, or results.
Backstage View
The File tab (the first tab on the Ribbon) is used to display the Backstage view which contains all
the commands related to managing files and customizing the program. It provides an easy way to
create, save, open, share, print, and close files; find recently used files; view and update file
properties; set permissions; set program options; get help; and exit the program.
Creating Documents
When you start Word 2010 without opening an existing document, a new blank document is
displayed, ready for you to enter your content. You can also create a new document while Word
2010 is running. The cursor, a blinking vertical line in the upper-left corner of the page, shows
where the next character you type will appear. When the cursor reaches the right margin, the
word you are typing automatically moves to the next line. Pressing the Enter key starts a new
paragraph.
83
To create a new document:
1. Click the File tab, and then click New. The New page of the Backstage view displays
thumbnails of the available templates and template categories (see Figure 8).
2. Under Available Templates, click Blank document.
3. Click the Create button. A new blank document opens in a new window.
NOTE: You can also press Ctrl+N to create a new document.
Saving Documents
Each document you create is temporary unless you save it as a file with a unique name or
location.
NOTE: By default, Word 2010 documents are saved in the Word Document format which has the .docx
file extension. Documents created in versions of Word prior to Word 2007 have the .doc file extension.
You can use Word 2010 to save a document in the Word 97-2003 Document format to make it compatible
with earlier versions of Word. You can also use Word 2010 to open documents created with earlier
versions of Word, but the new features of Word 2010 will not be available until the document is
converted to the .docx format.
84
4. Click the Save button.
NOTE: After a document has been saved, subsequent saves will not open the Save As dialog box.
You can save changes by clicking the Save button on the Quick Access toolbar or by pressing
Ctrl+S. The new version of the document will overwrite the previous version.
Using Save As
The Save As command can be used to save a document in a different location, with a different
file name, or in a different file format.
Closing Documents
When you finish working on a document, you should close the file. If the document contains any
unsaved changes, you will be prompted to save the changes before closing the file.
To close a document:
1. Click the File tab, and then click Close.
85
Opening Documents
When you save a document, it is saved as a file. You can open the document at a later time to
view it, modify it, or print it.
To open a document:
1. Click the File tab, and then click Open. The Open dialog box opens (see Figure 10).
2. Locate and select the file that you want to open.
NOTE: If the file you want to open is not in the default folder, use the left Navigation pane in the
Open dialog box to select the appropriate drive or folder.
3. Click the Open button.
Editing Documents
Most documents require some editing. After creating a document, you may want to add or
remove text, or move text from one place to another. This section covers how to perform basic
tasks such as selecting, deleting, copying, and moving text; and undoing and redoing changes.
Selecting Text
In order to perform certain tasks, you must first select the text. You can use the mouse, the
keyboard, or the selection area (an invisible area in the document’s left margin) to make a
selection. Selected text appears highlighted on the screen.
To select text:
1. Do the following:
To select a word, double-click anywhere in the word.
To select a sentence, hold down the Ctrl key and click anywhere in the sentence.
To select a line, click in the selection area to the left of the line.
To select a paragraph, triple-click anywhere in the paragraph. Or, double-click in the
selection area to the left of the paragraph.
To select the entire document, triple-click in the selection area. Or, press Ctrl+A.
86
To select adjacent words, lines, or paragraphs, drag the mouse pointer over the text.
Or, click at the beginning of the text, and then hold down the Shift key and click at
the end of the text.
To select non-adjacent words, lines, or paragraphs, make the first selection, and then
hold down the Ctrl key and make the second selection.
NOTE: To deselect selected text, click anywhere in the document.
Deleting Text
You can use the Backspace or Delete key to delete text one character at a time. The Backspace
key removes the character to the left of the cursor; the Delete key removes the character to the
right of the cursor. You can also select and delete a word, sentence, paragraph, or block of text.
To delete text:
1. Select the text that you want to delete, and then press the Delete key.
To copy text:
1. Select the text that you want to copy.
2. On the Home tab, in the Clipboard group, click the Copy button . Or, press Ctrl+C.
3. Click in the document where you want to paste the text.
4. On the Home tab, in the Clipboard group, click the Paste button . Or, press Ctrl+V.
NOTE: Clicking the arrow on the Paste button displays additional paste options.
To move text:
1. Select the text that you want to move.
2. On the Home tab, in the Clipboard group, click the Cut button . Or, press Ctrl+X.
3. Click in the document where you want to paste the text.
4. On the Home tab, in the Clipboard group, click the Paste button . Or, press Ctrl+V.
87
To undo an action:
1. On the Quick Access toolbar, click the Undo button . Or, press Ctrl+Z.
To redo an action:
1. On the Quick Access toolbar, click the Redo button . Or, press Ctrl+Y.
Formatting Documents
Word 2010 includes a number of features that can be used to easily format a document.
Formatting enhances the appearance of a document and makes it look professional.
Live Preview
The Live Preview feature allows you to see how different formatting options will look before you
apply them. As you move the mouse pointer over the list items or thumbnail images in the
galleries, the formatting of the selected text or object in the document temporarily changes. You
can apply the previewed formatting by clicking the selected option. You can also cancel live
previewing without making any changes by pressing the Esc key.
Mini Toolbar
The Mini toolbar contains frequently used formatting commands and appears in a semi-
transparent mode whenever text is selected. Moving the mouse pointer over the toolbar activates
it and makes the options available for use (see Figure 12).
Formatting Characters
Character formatting enhances the appearance of text and includes font, font size, font style and
effect, and font color. You can use the commands in the Font group on the Home tab of the
Ribbon to quickly apply character formatting (see Figure 13).
88
Changing the Font Size
Font size is measured in points. The larger the font size, the larger the text. The default font size
in new Word 2010 documents is 11 points.
NOTE: You can also change the font size by clicking the Grow Font button or Shrink Font
button in the Font group on the Home tab of the Ribbon.
Name Description
Underline Draws a line under the selected text (example). Click the arrow on the
button to select the type of underline.
Strikethrough Draws a line through the middle of the selected text (example).
Text Effects Applies a visual effect (such as a shadow, glow, or reflection) to the
selected text.
Changes all the selected text to uppercase, lowercase, or other common
Change Case
capitalizations.
89
2. On the Home tab, in the Font group, click the Font Color button to apply the most
recently used color, or click the Font Color arrow and select a different color from the
color palette (see Figure 14).
To highlight text:
1. Select the text that you want to highlight.
2. On the Home tab, in the Font group, click the Text Highlight Color button to apply the
most recently used color, or click the Text Highlight Color arrow and select a different
color from the color palette (see Figure 15).
NOTE: You can remove a highlight by clicking the Text Highlight Color arrow, and then
clicking No Color.
Clearing Formats
You can use the Clear Formatting command to remove all formatting and styles from selected
text, leaving only the plain text.
To clear formats:
1. Select the text that has the formatting you want to clear.
2. On the Home tab, in the Font group, click the Clear Formatting button .
Copying Formats
The Format Painter command allows you to copy the formatting of specific text and apply it to
other text in the document. This feature can save you time and effort when multiple formats have
been applied to text and you want to format additional text with all the same formats.
To copy formats:
1. Select the text that has the formatting you want to copy.
2. On the Home tab, in the Clipboard group, click the Format Painter button . The
mouse pointer changes to an I-beam with a paintbrush .
3. Select the text to which you want to apply the copied formatting.
90
NOTE: If you want to apply the copied formatting to more than one area, double-click the
Format Painter button instead of single-clicking it. This keeps the Format Painter active until
you press the Esc key.
Formatting Paragraphs
Paragraph formatting refers to the layout of a paragraph on the page. You can change the look of
a paragraph by changing its indentation, alignment, and line spacing, as well as the space before
and after it. You can use the commands in the Paragraph group on the Home tab of the Ribbon
to quickly apply paragraph formatting (see Figure 16).
NOTE: You can display or hide formatting marks such as spaces, tabs, and paragraph marks by clicking
the Show/Hide button in the Paragraph group on the Home tab of the Ribbon.
Aligning Paragraphs
Paragraph alignment refers to the position of each line of text in a paragraph between the left and
right margins. The Paragraph group on the Home tab of the Ribbon contains four alignment
buttons that can be used to quickly change the alignment of a paragraph (see Table 5).
Name Description
Aligns each line of the paragraph at the left margin, producing a ragged
Align Text Left
right edge. This is the default alignment.
Aligns the center of each line in the paragraph between the left and
Center
right margins, producing ragged left and right edges.
Aligns each line of the paragraph at the right margin, producing a
Align Text Right
ragged left edge.
Aligns each line of the paragraph between the left and right margins,
Justify
producing even left and right edges.
91
Changing Line and Paragraph Spacing
Line spacing determines the amount of space between the lines of text in a paragraph. Paragraph
spacing determines the amount of space above or below a paragraph. In Word 2010, the default
spacing is 1.15 line spacing and 10 points after each paragraph.
NOTE: For additional options, click the dialog box launcher in the Paragraph group to open
the Paragraph dialog box. On the Indents and Spacing tab, in the Spacing section, select the
desired option from the Line spacing list, and then click the OK button. If you select the At
least, Exactly, or Multiple option, you can enter the desired value in the At box (see Figure 19).
92
Indenting Paragraphs
Indenting a paragraph refers to moving it away from the left, the right, or both margins. You can
indent an entire paragraph on one side or the other to make it stand out from the surrounding
text. You can also indent only the first line of a paragraph (which is called a first line indent), or
indent all lines except the first line (which is called a hanging indent). Paragraphs can be
indented using the Ribbon, the horizontal ruler, or the Paragraph dialog box.
NOTE: If you want to set precise indent settings, click the dialog box launcher in the
Paragraph group to open the Paragraph dialog box. On the Indents and Spacing tab, in
the Indentation section, enter the desired values, and then click the OK button (see Figure
21).
93
Setting Tab Stops
You can align lines of text in different locations across the page by using tab stops (see Table 6).
By default, Word 2010 sets left-aligned tab stops every half inch from the left margin. You can
also set custom tab stops exactly where you need them. The easiest way to set tab stops is to use
the horizontal ruler.
Name Description
Left Tab Aligns the left end of the text with the tab stop.
Center Tab Aligns the center of the text with the tab stop.
Right Tab Aligns the right end of the text with the tab stop.
Decimal Tab Aligns the decimal point in the text (usually a numeric value) with the tab
stop.
Bar Tab Draws a vertical line at the position of the tab stop.
NOTE: You can remove a custom tab stop by dragging it off the horizontal ruler. You can also
change the position of a tab stop by dragging it to the left or right along the horizontal ruler.
94
Figure 23 – Bullets Gallery
95
2. On the Home tab, in the Paragraph group, click the Multilevel List button and
select the desired style from the gallery (see Figure 25).
3. Type the text for the first list item.
4. Press the Enter key to add the next list item.
5. Continue creating the list of items that are all at the same level.
6. To change the list level, do one of the following:
Press the Tab key to demote the list level.
Press Shift+Tab to promote the list level.
7. To end the list, position the insertion point at the end of the last list item, press the Enter
key, and then press the Delete key.
96
Adding Borders and Shading
You can set apart text from the rest of the document by adding borders and shading. You can add
borders to any side of the text or all sides to make a box.
To add borders:
1. Select the text that you want to add borders to.
2. On the Home tab, in the Paragraph group, click the Borders button to apply the most
recently used border style, or click the Borders arrow and select a different border style
from the menu (see Figure 26).
To add shading:
1. Select the text that you want to add shading to.
2. On the Home tab, in the Paragraph group, click the Shading button to apply the most
recently used color, or click the Shading arrow and select a different color from the color
palette (see Figure 27).
Applying Styles
Instead of using direct formatting, you can use styles to apply consistent formatting to a
document. A style is a set of formatting characteristics such as font, font size, font color, and
paragraph alignment and spacing. Word includes several predefined styles that can be used to
format headings, body text, lists, etc. If you do not like the appearance of a built-in style, you can
modify it or create a custom style to suit your needs. The Quick Styles gallery on the Home tab of
the Ribbon provides a quick way of previewing and applying styles to selected text. You can also
apply styles using the Styles pane.
97
To apply a style using the Quick Styles gallery:
1. Select the text that you want to apply a style to.
2. On the Home tab, in the Styles group, select the desired style from the Quick Styles
gallery (see Figure 28).
NOTE: To display the entire Quick Styles gallery, click the More button in the lower-right
corner of the gallery to expand it.
98
NOTE: If you want to use formatted text as the basis of a new style, select the text before you
click the New Style button. The dialog box will open with all the attributes of the selected text
already specified, so you will only need to type a new name for the style.
Creating Headings
Headings are used to organize information into a logical structure. The best way to create
headings in a Word document is to apply heading styles. If you use the built-in heading styles
(Heading 1 through Heading 9), Word can generate a table of contents automatically.
Previewing Documents
Before printing a document, you can preview it to see how each page will look when printed.
Print preview automatically displays on the Print page of the Backstage view. Whenever you
make a change to a print-related setting, the preview is automatically updated.
99
To preview a document:
1. Click the File tab, and then click Print. Or, press Ctrl+P. The Print page of the
Backstage view displays print settings in the center pane and a preview of the document
in the right pane (see Figure 30).
2. To preview the next or previous pages, click the Next Page button or Previous Page
button below the preview.
3. To adjust the magnification, drag the Zoom slider below the preview, or click the
Zoom Out button or Zoom In button on either side of the slider.
4. When you are finished, click any tab on the Ribbon to exit the Backstage view.
Printing Documents
When you are ready to print a document, you can quickly print one copy of the entire document
using the current printer, or you can change the default print settings before you print the
document.
To print a document:
1. Click the File tab, and then click Print. Or, press Ctrl+P. The Print page of the
Backstage view displays print settings in the center pane and a preview of the document
in the right pane (see Figure 30).
NOTE: You can skip step 2 if you do not want to change any of the print settings.
2. To change the print settings, do one or more of the following:
To change the printer, in the Printer section, click the button displaying the name of
the default printer and select the desired printer from the list.
To print multiple copies, type the number of copies you want to print in the Copies
box.
To specify what part of the document to print, in the Settings section, click the button
displaying Print All Pages and select the desired option from the list.
NOTE: If you select the Print Custom Range option, type the desired page numbers in the
Pages box. Use commas for individual pages and hyphens for a range of pages (e.g., the page
range 1,3,5-7 prints page 1, page 3, and pages 5, 6, and 7).
3. Click the Print button.
Getting Help
You can use the Word Help system to get assistance on any Word topic or task. This system is a
combination of tools and files that were stored on your computer when Word 2010 was installed.
If your computer is connected to the Internet, you can also access resources from Office.com.
To get help:
1. Click the Microsoft Word Help button on the right side of the Ribbon. Or, press the
F1 key. The Word Help window opens, displaying a list of general help topics (see
Figure 31).
NOTE: You can also click the Help button in the upper-right corner of an open dialog box
to display topics related to the functions of that dialog box in the Word Help window.
2. Click any topic to display the corresponding information.
100
Figure 31 – Word Help Window
3. To find help on a specific topic, type a word or phrase related to the topic in the Search
box, and then press the Enter key. The search results display in the window.
4. To switch between online and offline help, click the button in the lower-right corner of
the window to display the Connection Status menu, and then click Show content from
Office.com or Show content only from this computer (see Figure 32).
5. To close the Word Help window, click the Close button in the upper-right corner
of the window.
Exiting Word
When you finish using Word 2010, you should exit the program to free up system resources.
101
Introduction
Microsoft Word 2010 is a word-processing program that can be used to create professional-
looking documents such as reports, resumes, letters, memos, and newsletters. It includes many
powerful tools that can be used to enhance the appearance of documents and collaborate with
others. This handout covers working with tables and images, creating a table of contents,
inserting captions, cross-references, headers, and footers, as well as changing the page layout.
Figure 1 – Table
When you click anywhere in a table, the Table Tools contextual tabs become available on the
Ribbon. The tools on the Design tab can be used to change the appearance of the table (see
Figure 2). The tools on the Layout tab can be used to change the table structure (see Figure 3).
Inserting Tables
Word 2010 makes it quick and easy to insert a table into a document.
To insert a table:
1. Click in the document where you want to insert the table.
2. On the Insert tab, in the Tables group, click the Table button, drag across the grid until
you select the desired numbers of rows and columns, and then release the mouse button
(see Figure 4).
102
NOTE: If you want to insert a table with more than 8 rows or 10 columns, click the Table button,
click Insert Table to open the Insert Table dialog box, enter the desired numbers of rows and
columns, and then click the OK button (see Figure 4 and Figure 5).
Navigating Tables
You can navigate a table using the mouse or the keyboard. If you prefer using the mouse, just
click in the desired cell. If you prefer using the keyboard, press the Tab key to move forward one
cell at a time, or press Shift+Tab to move backward one cell at a time. You can also use the
arrow keys on the keyboard to navigate up, down, left, or right in a table.
NOTE: If you press the Tab key when the cursor is in the last cell of the table, a new row will be inserted
at the bottom of the table.
103
Adding Borders and Shading
Borders and shading can enhance the appearance of a table. You can add borders and shading to
individual cells, rows, columns, or the entire table.
To add borders:
1. Select the table or cells that you want to add borders to.
2. Under Table Tools, on the Design tab, in the Table Styles group, click the Borders
arrow and select the desired option (see Figure 7).
NOTE: You can remove borders by clicking No Border on the Borders menu.
To add shading:
1. Select the table or cells that you want to add shading to.
2. Under Table Tools, on the Design tab, in the Table Styles group, click the Shading
arrow and select the desired color (see Figure 8).
NOTE: You can remove shading by clicking No Color on the Shading palette.
104
Figure 9 – Alignment Group on the Layout Tab
NOTE: You can quickly insert a row at the bottom of a table by clicking in the last cell of the
last row, and then pressing the Tab key.
105
To distribute rows or columns evenly:
1. Select the rows or columns that you want to distribute evenly.
2. Under Table Tools, on the Layout tab, in the Cell Size group, click the Distribute Rows
button or Distribute Columns button .
To merge cells:
1. Select the cells that you want to merge.
2. Under Table Tools, on the Layout tab, in the Merge group, click the Merge Cells button
(see Figure 13).
To split a cell:
1. Click in the cell that you want to split.
2. Under Table Tools, on the Layout tab, in the Merge group, click the Split Cells button
(see Figure 13).
3. In the Split Cells dialog box, enter the number of columns and rows that you want to split
the selected cell into, and then click the OK button (see Figure 14).
106
Figure 14 – Split Cells Dialog Box
To split a table:
1. Click in the row that you want to be the first row of the second table.
2. Under Table Tools, on the Layout tab, in the Merge group, click the Split Table button
(see Figure 13).
107
Figure 15 – Sort Dialog Box
NOTE: If you want to delete the contents of a row or column without deleting the row or column
itself, select the row or column, and then press the Delete key.
Deleting Tables
When you no longer need a table and the data that it contains, you can delete the entire table.
To delete a table:
1. Click anywhere in the table.
2. Under Table Tools, on the Layout tab, in the Rows & Columns group, click the Delete
button, and then click Delete Table (see Figure 16).
NOTE: If you want to delete the contents of a table without deleting the table itself, select the
table, and then press the Delete key.
108
Working with Images
Images can add visual interest to documents. They can also be used to effectively communicate
ideas or convey information. When you select an image, the Picture Tools Format tab becomes
available on the Ribbon. The tools on this tab enable you to modify the image and enhance its
appearance (see Figure 17).
Inserting Images
You can insert images in a variety of graphics file formats (.gif, .jpg, .png, .bmp, etc.) into a
document.
To insert an image:
1. Click in the document where you want to insert the image.
2. On the Insert tab, in the Illustrations group, click the Picture button .
3. In the Insert Picture dialog box, locate and select the image that you want to insert, and
then click the Insert button (see Figure 18).
109
Resizing Images
You can resize an image to better fit the layout of a document. When resizing an image, you can
adjust the size visually to fit properly within the text, or you can specify a measurement.
Rotating Images
You can flip an image to face the other direction or rotate it slightly to better fit the layout of a
document.
To rotate an image:
1. Select the image that you want to rotate.
2. Under Picture Tools, on the Format tab, in the Arrange group, click the Rotate button,
and then select the desired option (see Figure 21).
110
Figure 21 – Rotate Menu
NOTE: You can quickly rotate an image by selecting it, and then dragging the rotation handle
(the green circle that appears above the image) in the direction that you want the image to rotate
(see Figure 20).
Cropping Images
You can crop an image to remove the unwanted parts.
To crop an image:
1. Select the image that you want to crop.
2. Under Picture Tools, on the Format tab, in the Size group, click the Crop button .
Cropping handles appear at the corners and on the sides of the image (see Figure 22).
3. Drag any of the cropping handles toward the center of the image. The parts that will be
removed are shaded.
To crop equally on two sides at once, hold down the Ctrl key while you drag the
center cropping handle on either side inward.
To crop equally on all four sides at once, hold down the Ctrl key while you drag a
corner cropping handle inward.
4. When you are finished, click outside the image or press the Esc key.
111
Positioning Images
By default, Word 2010 inserts images in line with text. That is, Word inserts an image where the
cursor is, even though it may not be aligned properly with the text around it. After inserting an
image, you can change its position and the way text wraps around it.
To position an image:
1. Select the image that you want to position.
2. Under Picture Tools, on the Format tab, in the Arrange group, click the Position
button, and then select the desired option under With Text Wrapping (see Figure 23).
Adding Borders
You can make an image stand out by adding a border.
112
Figure 25 – Picture Border Palette
113
Inserting and Updating Captions
A caption is a numbered label (e.g., Figure 1) that you can add to a figure, a table, an equation, or
another object. You can also add descriptive text to the label. If you later add, delete, or move
captions, you can easily update the caption numbers all at once.
To insert a caption:
1. Select the object to which you want to add a caption.
2. On the References tab, in the Captions group, click the Insert Caption button . The
Caption dialog box opens (see Figure 27).
3. In the Caption box, click to the right of the label and number, and then type the desired
text.
4. Select any other options you want.
5. Click the OK button.
To insert a cross-reference:
1. Click in the document where you want to insert the cross-reference.
2. On the References tab, in the Captions group, click the Cross-reference button . The
Cross-reference dialog box opens (see Figure 28).
3. In the Reference type box, select the type of item you want to reference.
4. In the Insert reference to box, select the information you want inserted in the document.
114
5. In the For which box, select the specific item you want to reference.
6. To allow users to jump to the referenced item, leave the Insert as hyperlink check box
selected.
7. Click the Insert button, and then click the Close button.
115
Figure 29 – Table of Contents Menu
116
Working with Headers and Footers
Headers and footers are the areas in the top and bottom margins of each page. You can insert text
or graphics in headers and footers. For example, you can add page numbers, the document title,
the time and date, the author’s name, or a logo.
When the cursor is in the header or footer area, the Header & Footer Tools Design tab becomes
available on the Ribbon. You can use the tools on this tab to insert preset fields or graphics,
navigate between the header and footer areas, as well as assign any special options or positioning
controls (see Figure 31).
NOTE: While you are working in the main area of a document, the header and footer areas are
automatically dimmed and you cannot edit them. Similarly, while you are editing a header or footer, the
main document area becomes dim.
117
NOTE: To edit a header or footer, double-click in the header or footer area and make the desired
changes. To remove a header or footer, on the Insert tab, in the Header & Footer group, click
the Header or Footer button to open the corresponding menu, and then click Remove Header or
Remove Footer.
118
Changing the Page Layout
Word 2010 offers a variety of page layout options that affect how content appears on the page.
The Page Setup group on the Page Layout tab of the Ribbon offers the key settings you might
need to change when determining the overall layout of a document (see Figure 36).
119
To set custom margins:
1. On the Page Layout tab, in the Page Setup group, click the Margins button, and then
click Custom Margins at the bottom of the Margins menu (see Figure 37).
2. In the Page Setup dialog box, on the Margins tab, in the Margins section, enter the
desired values in the Top, Bottom, Left, and Right boxes (see Figure 38).
3. Click the OK button.
120
Changing the Page Size
Word 2010 offers many standard page sizes. The default page size is 8.5 x 11 inches.
121
Figure 41 – Columns Menu
NOTE: If you need to create custom columns, click More Columns at the bottom of the
Columns menu to open the Columns dialog box. You can use the dialog box to specify the
number of columns, adjust the column width and spacing, and even add a vertical line between
columns (see Figure 42).
Inserting Breaks
Word 2010 includes several types of breaks that you can insert into a document to change the
layout and pagination. Each type of break serves a different purpose and will affect the document
in different ways.
122
A page break forces subsequent information to appear on the next page.
A column break forces the text below it to move to the next column.
A text wrapping break (also known as a line break) forces the text that follows it to the
next line.
A section break marks the end of a section. It stores the section formatting elements of
the section that precedes it.
NOTE: When working with breaks, it is recommended to display hidden formatting marks by clicking the
Show/Hide button in the Paragraph group on the Home tab of the Ribbon.
123
To insert a section break:
1. Click in the document where you want to start a new section.
2. On the Page Layout tab, in the Page Setup group, click the Breaks button, and then
select the desired section break (see Figure 45).
124
Introduction
Microsoft Word 2010 is a word-processing program that can be used to create professional-
looking documents such as reports, resumes, letters, memos, and newsletters. It includes many
powerful tools that can be used to enhance the appearance of documents and collaborate with
others. This handout covers working with views, adding visual elements, finding and replacing
text, tracking and reviewing document changes, using the Mail Merge wizard, using templates,
viewing and changing document properties, and protecting documents.
Switching Views
You can display a document in a variety of views, each suited to a specific purpose (see Table 1).
Name Description
Print Layout Displays the document as it will appear when printed. This is the
default view.
Full Screen Reading Displays as much of the content of the document as will fit on the
screen.
Web Layout Displays the document the way it will look when viewed in a web
browser.
Outline Displays the structure of the document as nested levels of headings
and body text, and provides tools for viewing and changing its
hierarchy.
Draft Displays the content of the document with a simplified layout so that
you can type and edit quickly. Layout elements such as headers and
footers are not displayed.
To switch views:
1. On the View tab, in the Document Views group, click the desired view button (see
Figure 1). Or, click the desired view button on the View Shortcuts toolbar located on the
right side of the Status bar (see Figure 2).
125
Changing the Zoom Level
You can zoom in to make a document easier to read or zoom out to see more of the document.
Changing the zoom level does not change the document; it only changes how the document
appears on the screen.
2. In the Zoom dialog box, under Zoom to, select the desired zoom level. A preview
appears in the Preview box (see Figure 5).
3. Click the OK button.
NOTE: You can also adjust the zoom level by using the Zoom slider on the right side of the
Status bar (see Figure 4). You can drag the Zoom slider to the left or right, or click the Zoom
Out button or Zoom In button to change the percentage incrementally.
126
2. Click where you want to split the document window.
Inserting Shapes
Word 2010 provides a variety of ready-made shapes (lines, rectangles, circles, arrows, stars, etc.)
that you can insert into a document to add visual interest and impact.
To insert a shape:
1. On the Insert tab, in the Illustrations group, click the Shapes button, and then click the
desired shape (see Figure 7).
2. Drag the pointer where you want to place the shape until it is the desired size, and then
release the mouse button.
NOTE: To draw a proportional shape, hold down the Shift key while you drag.
127
Figure 7 – Shapes Gallery
When a shape is selected, the Drawing Tools Format tab becomes available on the Ribbon. The
tools on this tab enable you to modify and format the shape (see Figure 8).
128
To insert a SmartArt graphic:
1. Click in the document where you want to insert the SmartArt graphic.
2. On the Insert tab, in the Illustrations group, click the SmartArt button . The Choose
a SmartArt Graphic dialog box opens (see Figure 9).
3. In the left pane, click the desired category (such as All, List, Process, Cycle, Hierarchy,
Relationship, Matrix, Pyramid, or Picture).
4. In the center pane, click the desired graphic style. A larger preview and description
appear in the right pane.
5. Click the OK button. The SmartArt graphic is placed in the document.
6. Replace the placeholder text with your own text.
7. When you are finished, click outside the SmartArt graphic to deselect it.
When a SmartArt graphic is selected, the SmartArt Tools contextual tabs become available on
the Ribbon. You can use the tools on the Design and Format tabs to change the structure and
appearance of the graphic (see Figure 10 and Figure 11).
129
Inserting WordArt Objects
You can use WordArt to add special text effects to a document. Word 2010 provides a variety of
WordArt styles to choose from. These styles combine outlines, fills, shadows, reflections, glow
effects, beveled edges, and three-dimensional rotation to make text stand out.
When a WordArt object is selected, the Drawing Tools Format tab becomes available on the
Ribbon. The tools on this tab enable you to modify and format the object (see Figure 13).
130
To find text:
1. Click at the beginning of the document.
2. On the Home tab, in the Editing group, click the arrow on the Find button, and then
click Advanced Find (see Figure 14). The Find and Replace dialog box opens with the
Find tab selected (see Figure 15).
NOTE: Clicking the Find button in the Editing group displays the Navigation pane. You can use
the Search box at the top of this pane to find text in the document.
3. In the Find what box, type the text that you want to find.
NOTE: Clicking the More button in the lower-left corner of the Find and Replace dialog box
expands it and displays additional options that can be used to limit the search (e.g., match case,
find whole words only).
4. Click the Find Next button to start the search. If a match is found, the first instance of the
text is highlighted in the document.
5. Click the Find Next button again to search for additional instances of the text.
6. To highlight all instances of the text, click the Reading Highlight button, and then click
Highlight All.
7. When you are finished, click the Close or Cancel button to close the Find and Replace
dialog box.
To replace text:
1. Click at the beginning of the document.
2. On the Home tab, in the Editing group, click the Replace button (see Figure 14). The
Find and Replace dialog box opens with the Replace tab selected (see Figure 16).
3. In the Find what box, type the text that you want to replace.
4. In the Replace with box, type the replacement text.
NOTE: Clicking the More button in the lower-left corner of the Find and Replace dialog box
expands it and displays additional options that can be used to limit the search (e.g., match case,
find whole words only).
5. Click the Find Next button to start the search. If a match is found, the first instance of the
text is highlighted in the document.
6. For each instance of the text that is found, do one of the following:
131
Click the Replace button to replace that instance and go the next instance.
Click the Replace All button to replace all instances in the document.
Click the Find Next button to leave that instance unchanged and go to the next
instance.
7. When you are finished, click the Close or Cancel button to close the Find and Replace
dialog box.
Reviewing Documents
Many documents are developed collaboratively by a team of people or undergo some sort of a
review process. With Word 2010, you can easily track changes that you make to a document,
insert comments in a document to make suggestions or explain edits, accept or reject changes
made by other reviewers, as well as compare or combine multiple versions of the same
document. The reviewing tools are available on the Review tab of the Ribbon (see Figure 17).
132
2. In the Word Options dialog box, on the General tab, under Personalize your copy of
Microsoft Office, type your user name and initials in the corresponding boxes, and then
click the OK button (see Figure 19).
Tracking Changes
Whether you work on a document alone or with others, it is often important to keep a record of
what has been changed, who made the changes, and when the changes were made. By turning on
the Track Changes feature, you can track all changes made to the document, including insertions,
deletions, and formatting changes.
When Word tracks changes, any additions to the document are marked with an underline,
deletions are indicated with a strikethrough line, and formatting changes appear in balloons in
the right margin. In addition, all changes are marked in the left margin by a vertical line. Each
reviewer’s changes appear in a different color from the original text.
To track changes:
1. On the Review tab, in the Tracking group, click the Track Changes button (see Figure
20). The button changes color.
2. Edit or format the document as needed.
NOTE: You can turn off Track Changes by clicking the Track Changes button again. Turning
off the feature does not remove any changes that have already been tracked.
133
Working with Comments
Using comments is a great way to provide feedback to others. You can use the commands in the
Comments group on the Review tab of the Ribbon to insert and delete comments, as well as
navigate between comments in the document (see Figure 21).
Inserting Comments
When reviewing a document, you can insert comments to ask questions, make suggestions, or
explain edits.
To insert a comment:
1. Select the text that you want to comment on, or click at the end of the text.
2. On the Review tab, in the Comments group, click the New Comment button .A
Comment balloon appears in the right margin, next to the line of text that has the
comment (see Figure 22).
3. Type your comment inside the Comment balloon, and then click outside of the balloon
to complete the comment.
NOTE: After inserting a comment, you can edit it by clicking inside its Comment balloon,
making the desired changes, and then clicking outside of the balloon.
Deleting Comments
You can delete comments that are no longer needed. Comments can be deleted individually or all
at once.
To delete a comment:
1. Click its Comment balloon in the right margin.
2. On the Review tab, in the Comments group, click the Delete button .
NOTE: You can quickly delete a single comment by right-clicking its Comment balloon in the
right margin, and then clicking Delete Comment on the shortcut menu.
134
Showing or Hiding Tracked Changes or Comments
To prevent you from inadvertently distributing documents that contain tracked changes and
comments, Word 2010 displays tracked changes and comments by default. You can use the
Display for Review menu to determine exactly what displays when a document contains tracked
changes. For example, you may want to view a document as it will appear after all changes are
incorporated.
NOTE: Clicking the Reviewing Pane button in the Tracking group on the Review tab of the Ribbon
displays revisions in a separate pane. The Reviewing Pane displays all of the changes that currently
appear in the document, the total number of changes, and the number of changes of each type. To close
the Reviewing Pane, click the Close button in the upper-right corner of the pane (see Figure 25).
135
Displaying Changes in Different Ways
You can display all changes in a document in different ways. For example, you can display
tracked changes by type of edit (such as insertions and deletions or formatting changes). You can
also display only the comments. You can turn off balloons to display all comments and tracked
changes inline. You can even display only the changes made by a specific reviewer.
136
Figure 28 – Show Markup Menu with Balloons Submenu
137
To reject all changes at once:
1. On the Review tab, in the Changes group, click the arrow on the Reject button, and then
click Reject All Changes in Document (see Figure 31).
138
2. In the Original document section, click the Folder button , locate and select the
original document, and then click the Open button.
3. In the Revised document section, click the Folder button , locate and select the
revised document, and then click the Open button.
NOTE: Clicking the More button displays additional options. By default, all of the Comparison
settings are enabled, Show changes at is set to Word level, and Show changes in is set to New
document.
4. Click the OK button.
This section covers how to use the Mail Merge wizard to perform a mail merge, using letters as
an example. The mail merge process includes the following general steps:
Select the document type and main document.
Connect the main document to a data source and refine the recipients list.
Add merge fields to the main document.
Preview the results and complete the merge.
139
3. In Step 1 of 6, in the Select document type section, select the Letters option (see Figure
35).
NOTE: You can create letters, e-mail messages, envelopes, labels, or a directory. The document
type you select determines the subsequent steps.
4. Click the Next link at the bottom of the Mail Merge pane to continue.
5. In Step 2 of 6, in the Select starting document section, select the Use the current
document option (see Figure 36).
NOTE: You can start with the currently open document and add merge fields, start with a mail
merge template and customize it to suit your needs, or start with an existing mail merge document
and make changes to the content or recipients.
6. Click the Next link at the bottom of the Mail Merge pane to continue.
140
7. In Step 3 of 6, in the Select recipients section, select the Type a new list option, and
then click the Create link (see Figure 37).
NOTE: You can use an existing list, use your contacts list in Outlook, or create a new list from
scratch.
8. In the New Address List dialog box, type the information for the first recipient (see
Figure 38).
9. Click the New Entry button, and then type the information for the next recipient.
NOTE: If you want to add, delete, rename, or reorder columns, click the Customize Columns
button to open the Customize Address List dialog box, make the desired changes, and then click
the OK button.
10. When the list is complete, click the OK button.
11. In the Save Address List dialog box, select a location to save the file, type a name in the
File name box, and then click the Save button.
NOTE: The list is saved as an Access database (with an .mdb extension) which you can reuse for
future mail merges. You can open the file in Access to make changes to it.
141
12. In the Mail Merge Recipients dialog box, select the check box next to each recipient you
want to include in the mail merge, and deselect the check box next to each recipient you
want to exclude from the mail merge (see Figure 39).
NOTE: The order in which the mail merge results appear is determined by the order of the entries
in the recipients list. If you want to sort the list of recipients, click the column heading of the field
that you want to sort by.
13. When you are finished, click the OK button.
14. Click the Next link at the bottom of the Mail Merge pane to continue.
15. In Step 4 of 6, click in the document where you want to insert a merge field.
16. In the Mail Merge pane, in the Write your letter section, click the link for the merge
field that you want to insert (e.g., Address block, Greeting line), select the desired
options in the dialog box that opens, and then click the OK button (see Figure 40). A
placeholder is inserted in the main document (e.g., «AddressBlock», «GreetingLine»).
NOTE: The Address block field adds name and address information. The Greeting line field
adds the opening salutation along with the name of the recipient. The More items link allows you
to insert any field from your recipient list.
17. Repeat steps 15 through 16 until the main document contains all the necessary merge
fields.
NOTE: To format merged data, you must format the merge fields in the main document. When
formatting merge fields, select the whole field, including the chevrons (« ») at each end.
18. Click the Next link at the bottom of the Mail Merge pane to continue. The first merged
document appears in the document window.
142
Figure 40 – Mail Merge Pane: Step 4 of 6
19. In Step 5 of 6, in the Preview your letters section, click the Next button or Previous
button to preview each merged letter (see Figure 41).
NOTE: You can preview the merged letter for a particular recipient by clicking the Find a
recipient link. You can exclude the displayed recipient from the merge by clicking the Exclude
this recipient button. You can also make changes to the recipient list by clicking the Edit
recipient list link.
143
20. Click the Next link at the bottom of the Mail Merge pane to continue.
21. In Step 6 of 6, in the Merge section, click the Print link (see Figure 42).
NOTE: You can personalize individual letters by clicking the Edit Individual Letters link.
22. In the Merge to Printer dialog box, select the range of letters that you want to print, and
then click the OK button (see Figure 43).
23. In the Print dialog box, select the desired options, and then click the OK button.
Using Templates
Templates are a great way to save time and create consistent documents. Most templates contain
styles and page layout settings, and many are pre-populated with text, tables, images, and other
content that you can modify to fit your needs. Word 2010 includes a variety of built-in templates
that you can use to create documents such as letters, reports, newsletters, and resumes. If you
have an Internet connection, you can find templates for most kinds of documents on Office.com.
To use a template:
1. Click the File tab, and then click New. The New page of the Backstage view displays
thumbnails of the available templates and template categories (see Figure 44).
2. Do one of the following:
To use one of the built-in templates, under Available Templates, click Sample
templates, select the desired template, and then click the Create button.
144
To use a template available on Office.com, under Office.com Templates, select a
template category, select the desired template, and the click the Download button.
NOTE: You can also search for templates on Office.com from within Word by typing one or
more search terms in the Search Office.com for templates box, and then pressing the Enter
key.
145
Figure 45 – Save As Dialog Box
146
NOTE: To display the properties in a panel or dialog box, click the Properties button at the top
of the pane, and then click Show Document Panel or Advanced Properties (see Figure 47).
4. When you are finished, click any tab on the Ribbon to exit the Backstage view.
Protecting Documents
In Word 2010, you can set a password to help prevent unauthorized users from opening a
document. This can be used to protect files stored on computers and external storage devices, as
well as data being transferred via networks.
To protect a document:
1. Click the File tab. The Info page of the Backstage view displays.
2. In the center pane, click the Protect Document button, and then click Encrypt with
Password (see Figure 48).
3. In the Encrypt Document dialog box, type a password in the Password box, and then
click the OK button (see Figure 49).
NOTE: Passwords are case-sensitive. Lost or forgotten passwords cannot be recovered.
147
Figure 49 – Encrypt Document Dialog Box
4. In the Confirm Password dialog box, retype the password in the Reenter password
box, and then click the OK button (see Figure 50).
NOTE: If you want to remove the password, click the File tab to display the Info page, click the
Protect Document button, and then click Encrypt with Password. In the Encrypt Document
dialog box, delete the password, and then click the OK button.
148
SPREADSHEET: MICROSOFT EXCEL 2010
Microsoft Excel 2010 is a spreadsheet program that is used to manage, analyze, and present data.
It includes many powerful tools that can be used to organize and manipulate large amounts of
data, perform complex calculations, create professional-looking charts, enhance the appearance
of worksheets, and more. This handout provides an overview of the Excel 2010 user interface
and covers how to perform basic tasks such as creating and saving workbooks, selecting cells,
rows, and columns, entering and editing data, formatting text and numbers, positioning cell
contents, applying cell styles, and getting help.
Starting Excel
There are multiple ways to start Excel. You can start Excel 2010 from the Start menu (in
Windows 7), or by opening an existing Excel file.
149
Table 1 – Excel 2010 Program Window Elements
Name Description
Title bar Appears at the top of the program window and displays the name of the
workbook and the program. The buttons on the right side of the Title bar are
used to minimize, maximize, restore, and close the program window.
Quick Access Appears on the left side of the Title bar and contains frequently used
toolbar commands that are independent of the tab displayed on the Ribbon.
Ribbon Extends across the top of the program window, directly below the Title bar,
and consists of a set of tabs, each of which contains groups of related
commands.
Formula bar Appears below the Ribbon and displays the data or formula stored in the
active cell. It can also be used to enter or edit a formula, a function, or data
in a cell.
Name box Appears on the left side of the Formula bar and displays the active cell
address or the name of the selected cell, range, or object.
Workbook Appears below the Formula bar and displays a portion of the active
window worksheet.
Sheet tabs Each tab represents a different worksheet in the workbook. A workbook can
have any number of worksheets, and each worksheet has its name displayed
on its tab.
Scroll bars Appear along the right side and bottom of the workbook window and enable
you to scroll through the worksheet.
Status bar Appears at the bottom of the program window and displays various
messages. The tools on the right side of the Status bar can be used to display
the worksheet in a variety of views and to change the magnification of the
worksheet.
NOTE: Clicking the arrow on the right side of the Quick Access toolbar displays a menu which includes
additional commands and options that can be used to customize the toolbar. A check mark next to an item
indicates that the item is selected (see Figure 3).
150
Figure 3 – Customize Quick Access Toolbar Menu
Ribbon
The Ribbon is designed to help you quickly find the commands that you need to complete a task.
It consists of a set of task-specific tabs (see Figure 4 and Table 2). The main tabs are visible at all
times. Other tabs, known as contextual tabs, appear only when you create or select certain types
of objects (e.g., images, tables, charts). These tabs are indicated by colored headers and contain
commands that are specific to working with the selected object. Clicking a tab displays a set of
related commands that are organized into logical groups. Commands generally take the form of
buttons and lists; some appear in galleries. Some commands include an integrated or separate
arrow; clicking the arrow displays options available for the command. The appearance of the
buttons and groups on the Ribbon changes depending on the width of the program window. If a
command on the Ribbon appears dimmed, it is unavailable. Pointing to a command on the
Ribbon displays its name, description, and keyboard shortcut (if it has one) in a ScreenTip.
A dialog box launcher appears in the lower-right corner of most groups on the Ribbon (see
Figure 4). Clicking it opens a related dialog box or task pane which offers additional options or
more precise control than the commands available on the Ribbon.
You can minimize the Ribbon to make more space available on the screen by clicking the
Minimize the Ribbon button on the right side of the Ribbon (see Figure 4). You can expand
the Ribbon by clicking the Expand the Ribbon button . When the Ribbon is minimized, only
the tab names are visible.
151
Table 2 – Ribbon Tabs
Name Description
File Displays the Backstage view which contains commands related to managing files
and customizing the program. The File tab replaces the Microsoft Office button
and File menu used in earlier releases of Microsoft Office.
Home Contains the most frequently used commands. The Home tab is active by default.
Insert Contains commands related to all the items that you can insert into a worksheet.
Page Layout Contains commands that affect the overall appearance of a worksheet.
Formulas Contains commands used to insert formulas, name cells or ranges, audit formulas,
or control how Excel performs calculations.
Data Contains data-related commands, including data validation commands.
Review Contains commands used to check spelling, translate words, add comments, or
protect worksheets.
View Contains commands related to changing the view and other aspects of the display.
Backstage View
The File tab (the first tab on the Ribbon) is used to display the Backstage view which contains all
the commands related to managing files and customizing the program. It provides an easy way to
create, save, open, share, print, and close files; find recently used files; view and update file
properties; set permissions; set program options; get help; and exit the program.
152
Overview of Workbooks
An Excel file is called a workbook. Each new workbook contains three blank worksheets; you
can insert additional worksheets or delete existing worksheets as needed. By default, a new
workbook is named Book1 and the three worksheets are named Sheet1, Sheet2, and Sheet3. Each
worksheet consists of 1,048,576 rows (numbered 1 through 1,048,576) and 16,384 columns
(labeled A through XFD). The box formed by the intersection of a row and a column is called a
cell. Cells are used to store data. Each cell is identified by its address which consists of its
column letter and row number (e.g., cell A1 is the cell in the first column and first row). A group
of cells is called a range. A range is identified by the addresses of the cells in the upper-left and
lower-right corners of the selected block of cells, separated by a colon (e.g., A1:C10). Only one
cell can be active at a time. The active cell has a thick black border around it and its address
appears in the Name box on the left side of the Formula bar; the row and column headings of the
active cell appear in a different color to make it easier to identify (see Figure 6).
Figure 6 – Worksheet
Creating Workbooks
When you start Excel 2010 without opening an existing workbook, a new workbook containing
three blank worksheets is displayed, ready for you to enter your data. You can also create a new
workbook while Excel 2010 is running.
153
Figure 7 – New Page of the Backstage View
Saving Workbooks
Each workbook you create is temporary unless you save it as a file with a unique name or
location.
NOTE: By default, Excel 2010 workbooks are saved in the Excel Workbook format which has the .xlsx
file extension. Workbooks created in versions of Excel prior to Excel 2007 have the .xls file extension.
You can use Excel 2010 to save a workbook in the Excel 97-2003 Workbook format to make it compatible
with earlier versions of Excel. You can also use Excel 2010 to open workbooks created with earlier
versions of Excel, but the new features of Excel 2010 will not be available until the workbook is
converted to the .xlsx format.
154
Figure 8 – Save As Dialog Box
Using Save As
The Save As command can be used to save a workbook in a different location, with a different
file name, or in a different file format.
Closing Workbooks
When you finish working on a workbook, you should close the file. If the workbook contains any
unsaved changes, you will be prompted to save the changes before closing the file.
To close a workbook:
1. Click the File tab, and then click Close. Or, click the Close Window button in the upper-
right corner of the program window (see Figure 9).
155
Opening Workbooks
When you save a workbook, it is saved as a file. You can open the workbook at a later time to
view it, modify it, or print it.
To open a workbook:
1. Click the File tab, and then click Open. The Open dialog box opens (see Figure 10).
NOTE: Scrolling with the mouse does not change the location of the active cell. To change the active cell,
you must click a new cell after scrolling.
156
Table 3 – Navigation Keyboard Shortcuts
Key Action
Down arrow or Enter Moves the active cell one cell down.
Up arrow or Shift+ Enter Moves the active cell one cell up.
Right arrow or Tab Moves the active cell one cell to the right.
Left arrow or Shift+Tab Moves the active cell one cell to the left.
Page Down Moves the active cell down one page.
Page Up Moves the active cell up one page.
Alt+Page Down Moves the active cell right one page.
Alt+Page Up Moves the active cell left one page.
Ctrl+Home Moves the active cell to cell A1.
Ctrl+End Moves the active cell to the last used cell in the worksheet.
157
To select a single row or column:
1. Click the header of the row or column that you want to select (see Figure 14 and Figure
15).
NOTE: When a row or column is selected, every cell in the row or column is highlighted, except
for the active cell. You can deselect a row or column by pressing any arrow key or by clicking
any cell in the worksheet.
Editing Worksheets
After creating a workbook, you can start adding data to a worksheet. If you need to make
changes, you can easily edit the data to correct errors, update information, or remove information
you no longer need.
Entering Data
The simplest way to add data to a worksheet is to select a cell and enter data. A cell can contain a
maximum of 32,767 characters and can hold any of three basic types of data: text, numbers, or
formulas.
NOTE: If you make a mistake while entering data, simply press the Backspace key to delete all or a
portion of your entry and enter the correct data.
158
Entering Text
You can enter text in a worksheet to serve as labels for values, headings for columns, or
instructions about the worksheet. Text is defined as any combination of letters and numbers. Text
automatically aligns to the left in a cell. If you enter text that is longer than its column’s current
width, the excess characters appear in the next cell to the right, as long as that cell is empty (see
Figure 17). If the adjacent cell is not empty, the long text entry appears truncated (see Figure 18).
The characters are not actually deleted and will appear if the width of the column is adjusted to
accommodate the long text entry.
To enter text:
1. Select the cell in which you want to
enter text.
2. Type the desired text, and then press
the Enter key.
NOTE: To enter a line break in a cell, Figure 19 – Cell with Line Breaks
press Alt+Enter (see Figure 19).
Entering Numbers
Numeric entries contain only numbers and are automatically aligned to the right in a cell.
Numbers can exist as independent values, or they can be used in formulas to calculate other
values. You can enter whole numbers (such as 5 or 1,000), decimals (such as 0.25 or 5.15),
negative numbers (such as -10 or -5.5), percentages (such as 20% or 1.5%), and currency values
(such as $0.25 or $20.99).
NOTE: A number that does not fit within a column is displayed as a series of pound signs (#####). To
accommodate the number, increase the column width.
To enter a number:
1. Select the cell in which you want to enter the number.
2. Type the desired number, and then press the Enter key.
To enter a date:
1. Select the cell in which you want to enter the date.
2. Type the month, day, and year, with each number separated by a forward slash (/) or a
hyphen (-), and then press the Enter key.
To enter a time:
1. Select the cell in which you want to enter the time.
2. Type the hour, a colon (:), and the minutes, press the Spacebar, type a for A.M. or p for
P.M., and then press the Enter key.
159
Editing Data
If a cell contains a long entry and you only want to change a few characters, it is faster to edit the
data than to retype the entire entry. You can edit the contents of a cell directly in the cell or in the
Formula bar.
To edit data:
1. Double-click the cell that contains the data you want to edit. The cursor (a blinking
vertical line) appears in the cell in the location that you double-clicked.
2. To insert characters, click where you want to make changes, and then type the new
characters.
NOTE: You can also move the cursor by pressing the Home, End, or arrow keys.
3. To delete characters, click where you want to make changes, and then press the
Backspace or Delete key.
NOTE: Pressing the Backspace key deletes the character to the left of the cursor; pressing the
Delete key deletes the character to the right of the cursor.
4. When you are finished, press the Enter key.
NOTE: If you are editing data and decide not to keep your edits, press the Esc key to return the
cell to its previous state.
Replacing Data
You can replace the entire contents of a cell with new data. Any formatting applied to the cell
remains in place and is applied to the new data.
To replace data:
1. Select the cell that contains the data you want to replace.
2. Type the new data, and then press the Enter key.
Deleting Data
You can delete the entire contents of a cell if the data is no longer needed. Deleting data does not
remove any formatting applied to the cell.
To delete data:
1. Select the cell that contains the data you want to delete.
2. Press the Delete key.
NOTE: Cut or copied data is stored on the Clipboard, a temporary storage area. You can access it by
clicking the dialog box launcher in the Clipboard group on the Home tab of the Ribbon (see Figure
20).
160
Figure 20 – Clipboard Group on the Home Tab
161
Clearing Cells
You can clear a cell to remove its contents, formats, or comments. When clearing a cell, you
must specify whether to remove one, two, or all three of these elements from the cell.
To clear a cell:
1. Select the cell that you want to clear.
2. On the Home tab, in the Editing group, click the Clear button and select the desired
option (see Figure 23).
To undo an action:
1. On the Quick Access toolbar, click the Undo button . Or, press Ctrl+Z.
To redo an action:
1. On the Quick Access toolbar, click the Redo button . Or, press Ctrl+Y.
Formatting Worksheets
Excel 2010 includes a number of features that can be used to easily format a worksheet.
Formatting enhances the appearance of a worksheet and makes it look professional.
Live Preview
The Live Preview feature allows you to see how different formatting options will look before you
apply them. As you move the mouse pointer over the list items or thumbnail images in the
galleries, the formatting of the selected cell or object temporarily changes. You can apply the
previewed formatting by clicking the selected option. You can also cancel live previewing
without making any changes by pressing the Esc key.
Mini Toolbar
The Mini toolbar contains frequently used formatting commands. It appears above the shortcut
menu when you right-click a cell or an object that can be formatted (see Figure 24).
162
Figure 24 – Mini Toolbar
NOTE: You can also change the font size by clicking the Increase Font Size button or
Decrease Font Size button in the Font group on the Home tab of the Ribbon.
163
To bold or italicize data:
1. Select the cell that you want to format.
2. On the Home tab, in the Font group, click the Bold button or the Italic button .
To underline data:
1. Select the cell that you want to format.
2. On the Home tab, in the Font group, do one of the following (see Figure 26):
To apply a single underline, click the Underline button.
To apply a double underline, click the Underline arrow, and then click Double
Underline.
NOTE: The Bold, Italic, and Underline buttons are toggles. If you select a cell to which one of these
formats has been applied, and then click the corresponding button, that format is removed.
164
Changing the Font Color and Fill Color
You can change the font color or fill color of cells to emphasize important data or add visual
impact to a worksheet. Fill color refers to the background color of a cell.
Formatting Numbers
You can apply number formats to cells containing numbers to better reflect the type of data they
represent. For example, you can display a numeric value as a percentage, as currency, as a date
or time, etc. The Number group on the Home tab of the Ribbon provides quick access to the most
commonly used number formats (see Figure 30).
NOTE: Formatting does not change the actual value stored in a cell. The actual value is used in
calculations and is displayed in the Formula bar when the cell is selected.
165
To format numbers:
1. Select the cell that you want to format.
2. On the Home tab, in the Number group, do
one of the following (see Figure 30):
Click the Accounting Number Format
button to display the number with
a dollar sign, comma separators, and two
decimal places.
NOTE: You can select a different currency
symbol by clicking the Accounting
Number Format arrow and selecting the
desired symbol from the menu.
NOTE: For more precise control and additional options, click the dialog box launcher in the Alignment
group to open the Alignment tab of the Format Cells dialog box.
166
Figure 32 – Alignment Group on the Home Tab
Aligning Data
You can change the horizontal and vertical alignment of cell data. By default, text is aligned to
the left edge of a cell and numbers are aligned to the right.
To align data:
1. Select the cell that contains the data you want to align.
2. On the Home tab, in the Alignment group, click the desired alignment button (see Figure
32 and Table 4).
Name Description
Align Text Left Aligns the cell contents with the left edge of the cell.
Align Text Right Aligns the cell contents with the right edge of the cell.
Top Align Aligns the cell contents with the top edge of the cell.
Middle Align Centers the cell contents vertically within the cell.
Bottom Align Aligns the cell contents with the bottom edge of the cell.
Indenting Data
Indenting moves data away from the edge of the cell. This is often used to indicate a level of less
importance (such as a subtopic). Each click increments the amount of indentation by one
character.
To indent data:
1. Select the cell that contains the data you want to indent.
2. On the Home tab, in the Alignment group, click the Increase Indent button the
number of times that you want the data indented (see Figure 33).
NOTE: You can decrease or remove the indentation applied to cell data by clicking the Decrease
Indent button in the Alignment group.
167
Rotating Data
You can rotate data clockwise, counterclockwise, or vertically within a cell. This is often used to
label narrow columns or to add visual impact to a worksheet.
To rotate data:
1. Select the cell that contains the data you want to rotate.
2. On the Home tab, in the Alignment group, click the Orientation button and select the
desired option from the menu (see Figure 34). The row height automatically adjusts to fit
the rotated data (see Figure 35).
NOTE: You can restore the data to its default orientation by clicking the Orientation button and
selecting the currently selected orientation.
Wrapping Data
Wrapping displays data on multiple lines within a cell. The number of wrapped lines depends on
the width of the column and the length of the data.
To wrap data:
1. Select the cell that contains the data you want to wrap.
2. On the Home tab, in the Alignment group, click the Wrap Text button . The row
height automatically adjusts to fit the wrapped data (see Figure 36).
NOTE: You can restore the data to its original format by clicking the Wrap Text button again.
Merging Cells
Merging combines two or more adjacent cells into one larger cell. This is a great way to create
labels that span several columns.
NOTE: If the cells you intend to merge have data in more than one cell, only the data in the upper-left cell
remains after you merge the cells.
168
To merge cells:
1. Select the cells that you want to merge.
2. On the Home tab, in the Alignment group, click the Merge & Center arrow and select
one of the following options (see Figure 37):
Merge & Center: Merges the selected cells into one cell and centers the data. This is
the default action of the button.
Merge Across: Merges each row of the selected cells into a larger cell.
Merge Cells: Merges the selected cells into one cell.
NOTE: You can split a merged cell by selecting it, clicking the Merge & Center arrow, and then
clicking Unmerge Cells.
To apply a style:
1. Select the cell that you want to format.
2. On the Home tab, in the Styles group, click the Cell Styles button and select the desired
style from the gallery (see Figure 38).
169
Figure 38 – Cell Styles Gallery
Getting Help
You can use the Excel Help system to get assistance on any Excel topic or task. This system is a
combination of tools and files that were stored on your computer when Excel 2010 was installed.
If your computer is connected to the Internet, you can also access resources from Office.com.
To get help:
1. Click the Microsoft Excel Help button on the right side of the Ribbon. Or, press the
F1 key. The Excel Help window opens, displaying a list of general help topics (see
Figure 39).
NOTE: You can also click the Help button in the upper-right corner of an open dialog box
to display topics related to the functions of that dialog box in the Excel Help window.
2. Click any topic to display the corresponding information.
3. To find help on a specific topic, type a word or phrase related to the topic in the Search
box, and then press the Enter key. The search results display in the window.
4. To switch between online and offline help, click the button in the lower-right corner of
the window to display the Connection Status menu, and then click Show content from
Office.com or Show content only from this computer (see Figure 40).
5. To close the Excel Help window, click the Close button in the upper-right corner of
the window.
170
Figure 39 – Excel Help Window
Exiting Excel
When you finish using Excel 2010, you should exit the program to free up system resources.
171
Introduction
Microsoft Excel 2010 is a spreadsheet program that is used to manage, analyze, and present data.
It includes many powerful tools that can be used to organize and manipulate large amounts of
data, perform complex calculations, create professional-looking charts, enhance the appearance
of worksheets, and more. This handout covers modifying worksheets and workbooks, working
with views and comments, changing the page layout, previewing and printing worksheets, and
using templates.
To insert a row:
1. Select the row above which you want to insert a new row.
2. On the Home tab, in the Cells group, click the Insert arrow, and then click Insert Sheet
Rows (see Figure 2).
NOTE: You can also insert a row by right-clicking the header of the row above which you want
to insert the new row, and then clicking Insert on the shortcut menu.
To insert a column:
1. Select the column to the left of which you want to insert a new column.
172
2. On the Home tab, in the Cells group, click the Insert arrow, and then click Insert Sheet
Columns (see Figure 2).
NOTE: You can also insert a column by right-clicking the header of the column to the left of
which you want to insert the new column, and then clicking Insert on the shortcut menu.
To delete a row:
1. Select the row that you want to delete.
2. On the Home tab, in the Cells group, click the Delete arrow, and then click Delete Sheet
Rows (see Figure 3).
NOTE: You can also delete a row by right-clicking the row header, and then clicking Delete on
the shortcut menu.
To delete a column:
1. Select the column that you want to delete.
2. On the Home tab, in the Cells group, click the Delete arrow, and then click Delete Sheet
Columns (see Figure 3).
NOTE: You can also delete a column by right-clicking the column header, and then clicking
Delete on the shortcut menu.
173
Figure 5 – Row Height Dialog Box
NOTE: You can also resize a row by dragging the bottom edge of the row header down to
increase or up to decrease the row height (see Figure 6). Double-clicking the bottom edge of the
row header changes the row height to automatically fit its contents.
NOTE: You can also resize a column by dragging the right edge of the column header right to
increase or left to decrease the column width (see Figure 8). Double-clicking the right edge of the
column header changes the column width to automatically fit its contents.
174
Figure 8 – Changing the Column Width Using the Column Header
175
NOTE: You can also unhide a row or column by selecting the rows or columns that surround the
hidden row or column, right-clicking the selection, and then clicking Unhide on the shortcut
menu. To unhide row 1, right-click the top edge of the row 2 header, and then click Unhide. To
unhide column A, right-click the left edge of the column B header, and then click Unhide.
Selecting Worksheets
In order to work with a worksheet, you must first select (or activate) it. When you want to work
with more than one worksheet at a time, you can select multiple adjacent or nonadjacent
worksheets. When multiple worksheets are selected, the word [Group] appears in the Title bar at
the top of the program window.
To select a worksheet:
1. Click the tab of the worksheet that you want to select (see Figure 10).
NOTE: To cancel the selection of multiple worksheets, click the tab of any unselected worksheet,
or right-click the tab of any selected worksheet, and then click Ungroup Sheets on the shortcut
menu.
176
Navigating Between Worksheets
If a workbook contains many worksheets, all the worksheet tabs may not be visible. You can use
the tab scrolling buttons located at the bottom of the workbook window to display hidden tabs
(see Figure 12 and Table 1).
Name Description
First Tab Displays the first worksheet tab in the workbook.
Previous Tab Displays the previous worksheet tab to the left.
Next Tab Displays the next worksheet tab to the right.
Last Tab Displays the last worksheet tab in the workbook.
NOTE: When you right-click any of the tab scrolling buttons, Excel displays a list of all the worksheets in
the workbook. You can quickly activate a sheet by selecting it from the list (see Figure 13).
Renaming Worksheets
Each worksheet has a name that appears on its tab at the bottom of the workbook window.
By default, the worksheets are named Sheet, followed by a number (Sheet1, Sheet2, etc.). You
can replace the default worksheet names with descriptive names to help you easily locate data in
a workbook.
To rename a worksheet:
1. Double-click the tab of the worksheet that you want to rename. Or, right-click the
worksheet tab, and then click Rename on the shortcut menu. The worksheet name is
selected on the tab (see Figure 14).
2. Type a new name, and then press the Enter key. The worksheet tab size adjusts to fit the
name.
NOTE: Worksheet names can have up to 31 characters and can include letters, numbers, symbols,
and spaces. Each worksheet name in a workbook must be unique.
177
Inserting Worksheets
By default, each new workbook contains three worksheets. You can insert additional worksheets
as needed.
To insert a worksheet:
1. Click the tab of the worksheet to the left of which you want to insert a new worksheet.
2. On the Home tab, in the Cells group, click the Insert arrow, and then click Insert Sheet
(see Figure 15).
NOTE: You can also insert a worksheet by clicking the Insert Worksheet button located on the
right side of the last worksheet tab (see Figure 16). This inserts a new worksheet after the last
worksheet in the workbook.
Deleting Worksheets
If you no longer need a worksheet, you can delete it from the workbook. Deleting a worksheet
cannot be undone.
To delete a worksheet:
1. Click the tab of the worksheet that you want to delete.
2. On the Home tab, in the Cells group, click the Delete arrow, and then click Delete Sheet
(see Figure 17).
3. If the worksheet contains data, a dialog box opens asking you to confirm. Click the
Delete button (see Figure 18).
178
Figure 18 – Microsoft Excel Dialog Box
NOTE: You can also delete a worksheet by right-clicking its tab, and then clicking Delete on the
shortcut menu.
Moving Worksheets
You can move a worksheet to another location in a workbook. This allows you to rearrange the
worksheets in a workbook. For example, you might want to arrange worksheets in chronological
order or in order of importance, or you might want to group similar worksheets together.
To move a worksheet:
1. Right-click the tab of the worksheet that you want to move, and then click Move or
Copy on the shortcut menu. The Move or Copy dialog box opens (see Figure 19).
2. In the Before sheet box, click the name of the worksheet to the left of which you want
the selected worksheet to be moved.
NOTE: The (move to end) option moves the selected worksheet after the last worksheet in the
workbook.
3. Click the OK button.
NOTE: You can also move a worksheet by dragging its tab to the desired location. As you drag,
the mouse pointer changes to a small sheet and a small black arrow indicates where the worksheet
will be moved when you release the mouse button (see Figure 20 and Figure 21).
179
Copying Worksheets
You can make a copy of a worksheet in a workbook. This is useful if you need to create a new
worksheet that is similar to an existing worksheet in the workbook. When you copy a worksheet,
the new copy is given the name of the original worksheet followed by a sequential number in
parentheses. For example, making a copy of Sheet1 results in a new worksheet named Sheet1 (2).
To copy a worksheet:
1. Right-click the tab of the worksheet that you want to copy, and then click Move or Copy
on the shortcut menu. The Move or Copy dialog box opens (see Figure 19).
2. In the Before sheet box, click the name of the worksheet to the left of which you want
the selected worksheet to be copied.
3. Select the Create a copy check box.
4. Click the OK button.
NOTE: You can also copy a worksheet by holding down the Ctrl key and dragging its tab to the
desired location. As you drag, the mouse pointer changes to a small sheet with a plus sign on it
and a small black arrow indicates where the worksheet will be copied when you release the
mouse button (see Figure 22 and Figure 23).
Adding Comments
You can add a comment to any cell in a worksheet. Excel labels each new comment by using a
name that is specified in the Excel Options dialog box.
To add a comment:
1. Select the cell to which you want to add a comment.
2. On the Review tab, in the Comments group, click the New Comment button (see Figure
25). Or, right-click the cell, and then click Insert Comment on the shortcut menu.
180
Figure 25 – New Comment Button in the Comments Group
4. When finished, click outside the Comment box to hide it. A red triangle appears in the
upper-right corner of the cell to indicate that it contains a comment.
Editing Comments
You can easily edit comments if you need to make any changes.
To edit a comment:
1. Select the cell that contains the comment you want to edit.
2. On the Review tab, in the Comments group, click the Edit Comment button (see Figure
27). Or, right-click the cell, and then click Edit Comment on the shortcut menu.
Deleting Comments
You can delete comments that are no longer needed.
To delete a comment:
1. Select the cell that contains the comment you want to delete.
2. On the Review tab, in the Comments group, click the Delete button (see Figure 28).
181
NOTE: You can also delete a comment by right-clicking the cell, and then clicking Delete
Comment on the shortcut menu.
NOTE: You can also click the Show All Comments button in the Comments group to display or
hide all the comments in the worksheet.
Switching Views
Excel offers a variety of viewing options that change how a worksheet is displayed on the screen.
These views can be useful for performing various tasks (see Table 2).
Name Description
Normal This is the default view. If you switch to another view and return to
Normal view, Excel displays page breaks.
Page Layout Displays the worksheet as it will appear when printed. Use this view
to see where pages begin and end, and to add headers and footers.
Page Break Preview Displays a preview of where pages will break when the worksheet is
printed. Use this view to easily adjust page breaks.
Allows you to save a set of display and print settings as a custom
Custom Views
view, and then apply it.
Displays the worksheet in full screen mode which hides the Ribbon,
Full Screen
Formula bar, and Status bar. You can exit the Full Screen view by
pressing the Esc key.
182
To switch views:
1. On the View tab, in the Workbook Views group, click the desired view button (see
Figure 30). Or, click the desired view button on the View Shortcuts toolbar located on
the right side of the Status bar (see Figure 31).
2. In the Zoom dialog box, select a preset zoom level or enter a custom zoom level, and
then click the OK button (see Figure 34).
NOTE: You can also adjust the zoom level by using the Zoom controls on the right side of the
Status bar (see Figure 33). You can drag the Zoom slider to the left to zoom out or to the right
to zoom in, or click the Zoom Out button or Zoom In button on either side of the slider.
183
Freezing Panes
Freezing panes is a useful technique for keeping an area of a worksheet visible while you scroll
to another area of the worksheet. You can choose to freeze just the top row, just the left column,
or multiple rows and columns of a worksheet. Excel displays thin black lines to indicate frozen
rows and/or columns (see Figure 35).
NOTE: You can freeze only rows at the top and columns on the left side of the worksheet; you cannot
freeze rows and columns in the middle of the worksheet.
To freeze panes:
1. Select the cell below the row and to the right of the column that you want to freeze.
2. On the View tab, in the Window group, click the Freeze Panes button, and then click
Freeze Panes (see Figure 36).
NOTE: If any rows or columns in a worksheet are frozen, the Freeze Panes option changes
to Unfreeze Panes. You can unfreeze panes by clicking the Freeze Panes button, and then
clicking Unfreeze Panes.
184
2. On the View tab, in the Window group, click the Split button (see Figure 37). Split bars
appear in the workbook window (see Figure 38).
NOTE: You can resize the panes by dragging the split bars. You can remove the panes by
clicking the Split button again or by double-clicking the split bars that divide the panes.
185
NOTE: If only two workbooks are open, they immediately appear side by side. If more than two
workbooks are open, the Compare Side by Side dialog box opens so you can select the second
workbook you want to display (see Figure 41).
2. In the Arrange Windows dialog box, select the desired arrangement option, and then
click the OK button (see Figure 43).
NOTE: When multiple workbooks are displayed on the screen, you can activate a particular
workbook by clicking its window. You can control individual windows by clicking the
Minimize, Maximize, or Close button in the upper-right corner of each window (see Figure 44).
186
Changing the Page Layout
The commands used to define the layout of a printed page are available on the Page Layout tab
of the Ribbon (see Figure 45). They can be used to change the page margins and orientation, set a
print area, control page breaks, adjust the scale, and specify whether or not to print gridlines.
NOTE: You can also adjust page layout settings using the Print page of the Backstage view. This allows
you to immediately see the results in the preview pane.
187
3. In the Page Setup dialog box, on the Margins tab, enter the desired values in the Top,
Bottom, Left, and Right boxes (see Figure 47).
4. To center the data on the page, select the Horizontally and/or Vertically check boxes in
the Center on page section.
5. Click the OK button.
188
Setting a Print Area
By default, Excel prints the entire worksheet. If you frequently print a specific section of a
worksheet, you can set a print area that includes just that section. That way, when you print the
worksheet, only that section will print.
NOTE: You can clear the print area by clicking the Print Area button, and then clicking Clear
Print Area.
189
2. On the Page Layout tab, in the Page Setup group, click the Breaks button, and then
click Remove Page Break or Reset All Page Breaks (see Figure 50).
NOTE: Page breaks inserted automatically by Excel cannot be removed.
2. In the Welcome to Page Break Preview dialog box, click the OK button (see Figure
52).
NOTE: If you do not want to see this dialog box every time you switch to Page Break Preview,
select the Do not show this dialog again check box before you click the OK button.
3. Drag the page break (a dashed or solid blue line) to the desired location (see Figure 53
and Figure 54).
NOTE: Moving an automatic page break changes it to a manual page break.
Figure 53 – Automatic Page Break (Dashed Line) Figure 54 – Manual Page Break (Solid Line)
4. To exit Page Break Preview, click the Normal button on the View tab (see Figure 51).
190
Scaling Worksheets
Scaling allows you to adjust the size of a worksheet for printing. By default, Excel prints a
worksheet at a scale of 100%. You can change the scale percentage (from 10% through 400%) to
fit more or less data on a printed page. You can also adjust the scale by specifying the number of
horizontal and vertical pages on which the worksheet should fit. These changes affect only the
worksheet’s printed appearance, not how it looks on the screen.
Printing Gridlines
Gridlines are the light gray lines that appear around cells in a worksheet. By default, gridlines are
displayed on the screen, but they are not printed. You can choose to print a worksheet with
gridlines the make the data easier to read on a printed page.
To print gridlines:
1. Select the worksheet that you want to print with gridlines.
2. On the Page Layout tab, in the Sheet Options group, under Gridlines, select the Print
check box (see Figure 56).
191
Previewing and Printing Worksheets
The Print page of the Backstage view makes it easy to preview a worksheet, set print options,
and print the worksheet, all in one location (see Figure 57).
Previewing Worksheets
Before printing a worksheet, you can preview it to see how each page will look when printed.
Print preview automatically displays on the Print page of the Backstage view. Whenever you
make a change to a print-related setting, the preview is automatically updated.
To preview a worksheet:
1. Select the worksheet that you want to preview.
2. Click the File tab, and then click Print. Or, press Ctrl+P. The Print page of the
Backstage view displays print settings in the center pane and a preview of the worksheet
in the right pane (see Figure 57).
3. To preview the next or previous pages, click the Next Page button or Previous Page
button below the preview.
4. To view page margins, click the Show Margins button below the preview. Click the
Show Margins button again to hide margins.
NOTE: You can change the margins and column widths by dragging the lines and handles.
5. To display the page in normal size, click the Zoom to Page button below the
preview. Click the Zoom to Page button again to return to full-page preview.
6. When you are finished, click any tab on the Ribbon to exit the Backstage view.
192
Printing Worksheets
When you are ready to print a worksheet, you can quickly print one copy of the entire worksheet
using the current printer, or you can change the default print settings before you print the
worksheet.
To print a worksheet:
1. Select the worksheet that you want to print.
2. Click the File tab, and then click Print. Or, press Ctrl+P. The Print page of the
Backstage view displays print settings in the center pane and a preview of the worksheet
in the right pane (see Figure 57).
NOTE: You can skip step 3 if you do not want to change any of the print settings.
3. To change the print settings, do one or more of the following:
To change the printer, in the Printer section, click the button displaying the name of
the default printer and select the desired printer from the list.
To print multiple copies, type the number of copies you want to print in the Copies
box.
To specify what part of the workbook to print, in the Settings section, click the button
displaying Print Active Sheets and select the desired option from the list.
NOTE: The Print Active Sheets option prints the active worksheet, the Print Entire
Workbook option prints all the sheets in the workbook, and the Print Selection option prints
only the selected cells.
To specify an exact page or a range of pages to print, in the Settings area, type the
desired page numbers in the Pages and to boxes.
4. Click the Print button.
Using Templates
You can save time and effort by creating a new workbook based on a template. Templates
include predefined layouts and styles, as well as labels, graphics, formulas, or other content that
you can modify to meet your needs. Excel 2010 includes a variety of built-in templates that you
can use to create workbooks such as budgets, invoices, and calendars. There are also many more
templates available through Office.com.
To use a template:
1. Click the File tab, and then click New. The New page of the Backstage view displays
thumbnails of the available templates and template categories (see Figure 58).
2. Do one of the following:
To use a built-in template, in the Available Templates section, click Sample
templates, select the desired template, and then click the Create button.
To use an online template, in the Office.com Templates section, select a template
category, select the desired template, and then click the Download button.
NOTE: You can also search Office.com for templates by using the Search box in the
Office.com Templates section.
193
Figure 58 – New Page of the Backstage View
194
PRESENTATION: MICROSOFT POWERPOINT 2010
Microsoft PowerPoint 2010 is a presentation program that offers various effects, themes, layouts,
and formatting options that can be used to quickly and efficiently create and share dynamic
presentations with your audience. This handout provides an overview of the PowerPoint 2010
user interface and covers how to perform basic tasks such as creating a new presentation,
formatting text, inserting images, printing, and getting help.
195
Table 1 – PowerPoint 2010 Program Window Elements
Element Description
Title bar Displays the name of the presentation and the program.
Minimize, Restore Used to control the program window. Use the Minimize button to hide the
Down/Maximize, window. Use the Restore Down/Maximize button to adjust the size of the
and Close buttons window. Use the Close button to close the presentation or exit PowerPoint.
Quick Access Contains frequently used commands that are independent of the tab
toolbar displayed on the Ribbon.
Ribbon Contains all the commands related to managing presentations and working
with presentation content.
Overview pane Appears on the left side of the program window and has two tabs. Clicking
the Slides tab displays small thumbnails of all the slides in the active
presentation. Clicking the Outline tab shows all the text on the slides
displayed as an outline.
Slide pane Shows the current slide as it will appear in the presentation.
Notes pane Appears below the Slide pane and provides a place for entering notes about
the current slide (e.g., speaker notes).
Status bar Displays information about the current presentation (e.g., slide number,
theme name) and provides access to certain program functions.
View Shortcuts Used to display the presentation in a variety of views, each suited to a
toolbar specific purpose.
Zoom Level button Used to change the magnification of the presentation.
and Zoom slider
196
Exploring the Ribbon
The Ribbon is located below the Title bar. Across the top of the Ribbon is a set of task-specific
tabs (see Figure 1 and Table 2). Some tabs, known as contextual tabs, appear only when you
create or select certain types of objects (e.g., pictures, tables, charts). Clicking a tab displays an
associated set of commands that are organized into logical groups. Commands generally take the
form of buttons and lists. Some commands appear in galleries. The appearance of the buttons and
groups on the Ribbon changes depending on the width of the program window. A button
representing a command that cannot be performed on the selected element is inactive (gray).
NOTE: Pointing to a button on the Ribbon displays information about the button in a ScreenTip.
Tab Description
File tab Displays the Backstage view which contains commands related to managing
files and customizing the program. The File tab replaces the Microsoft
Office button and File menu used in earlier releases of Microsoft Office.
Home tab Contains commands related to creating slide content. The Home tab is active
by default.
Insert tab Contains commands related to all the items you can insert into a
presentation.
Design tab Contains commands related to the appearance of a presentation.
Transitions tab Contains commands related to the transition of slides in a presentation.
Animations tab Contains commands related to slide animation.
Slide Show tab Contains commands related to displaying a presentation.
Review tab Contains commands related to editorial tasks such as checking spelling and
adding comments.
View tab Contains commands related to changing the view or the display of a
presentation.
197
Exploring the Backstage View
The Backstage view contains all the commands related to managing files and customizing the
program (see Figure 3). It provides an easy way to create, open, save, print, share, and close
files; find recently used files; view and update file properties; set permissions; set program
options; get help; and exit the program.
198
Figure 4 – New Tab of Backstage View
Entering Text
A new blank presentation includes one slide which is based on the Title Slide layout. The slide
contains two placeholders, one formatted for a title and the other formatted for a subtitle (see
Figure 5). The arrangement of placeholders on a slide is called a layout. There are several other
slide layouts available in PowerPoint and each provides placeholders for inserting various types
of content. When you click inside a placeholder, PowerPoint switches to edit mode; the
placeholder appears with dashed borders with sizing handles (white circles and squares), a rotate
handle (green circle), and the insertion point appears in the placeholder. When the insertion point
reaches the end of the line, the text you are typing automatically moves to the next line. Pressing
the Enter key starts a new line. If you type more text than will fit in a placeholder, PowerPoint
reduces the size of the text so that all the text fits.
NOTE: The prompt text appears in the placeholder until you type your text. If you do not enter any text,
the placeholder text remains on the screen, but it is not displayed when you play the slide show or print it.
199
To enter text:
1. In the Slide pane, click inside the placeholder in which you want to add text.
2. Type the desired text.
3. Click anywhere outside the placeholder to deselect it.
To copy text:
1. Select the text that you want to copy.
2. On the Home tab, in the Clipboard group, click the Copy button (see Figure 6). Or,
press Ctrl+C.
3. Position the insertion point where you want to paste the text.
4. On the Home tab, in the Clipboard group, click the Paste button . Or, press Ctrl+V.
To move text:
1. Select the text that you want to move.
2. On the Home tab, in the Clipboard group, click the Cut button (see Figure 6). Or,
press Ctrl+X.
3. Position the insertion point where you want to paste the text.
4. On the Home tab, in the Clipboard group, click the Paste button . Or, press Ctrl+V.
200
Adding and Deleting Slides
By default, a slide added after the Title Slide layout has the Title and Content layout. Thereafter,
each added slide has the layout of the preceding slide. If you want to add a slide with a different
layout, you can select the desired layout from the New Slide gallery. If a slide is no longer
needed, you can easily delete it from the presentation.
To delete a slide:
1. In the Overview pane, on the Slides tab, select the slide that you want to delete.
2. Press the Delete key.
NOTE: You can also right-click the slide on the Slides tab of the Overview pane and select
Delete Slide from the shortcut menu.
201
Changing a Slide's Layout
As you create a presentation, you may find it useful to change the layout of an existing slide.
When you change to a different layout, you change the type and/or positioning of the
placeholders on it. If the previous placeholders had content in them, that content shifts to a new
location on the slide to reflect the different positioning for that placeholder type. If the new
layout does not contain a placeholder appropriate for that content, the content remains on the
slide, but becomes orphaned (a free-floating object outside of the layout).
Figure 9 – Placeholder with a Dashed Border Figure 10 – Placeholder with a Solid Border
202
To move a placeholder:
1. In the Slide pane, position the mouse pointer over the placeholder’s border. The pointer
changes to a four-headed arrow.
2. Drag the placeholder to the desired location.
3. Click anywhere outside the placeholder to deselect it.
To resize a placeholder:
1. In the Slide pane, click the placeholder that you want to resize.
2. Drag any sizing handle (white circle or square) as desired to increase or decrease the size
of the placeholder.
3. Click anywhere outside the placeholder to deselect it.
To rotate a placeholder:
1. In the Slide pane, click the placeholder that you want to rotate.
2. Drag the rotate handle (green circle) in the desired direction.
3. Click anywhere outside the placeholder to deselect it.
Saving a Presentation
Each presentation you create is temporary unless you save it as a file with a unique name or
location.
203
Figure 11 – Save As Dialog Box
Using Save As
The Save As command can be used to save a presentation in a different location, with a different
file name, or in a different file format.
To close a presentation:
1. Click the File tab on the Ribbon, and then click Close.
204
Opening an Existing Presentation
When you save a presentation, it is saved as a file on your computer. You can open the
presentation at a later time to view it, modify it, or print it.
Formatting a Presentation
PowerPoint 2010 includes a number of features that can be used to easily format a presentation.
Formatting can enhance the appearance of the presentation and make it more visually appealing
to your intended audience.
Live Preview
The Live Preview feature allows you to try out different styles, effects, and colors to visualize
their effects before applying them. As you move the mouse pointer over the thumbnail images or
list items in the galleries, the formatting displayed in the presentation temporarily changes. When
you finish previewing the styles, click to select your preferred option.
205
Mini Toolbar
The Mini toolbar contains frequently used formatting commands and appears in a semi-
transparent mode whenever text is selected. Moving the mouse pointer over the toolbar activates
it and makes the options available for use (see Figure 13). Most of the formatting options on the
Mini toolbar are discussed in the following sections.
Formatting Characters
All text formatting is determined by the theme upon which the presentation is based as well as
the selected slide layout. However, you can manually change the formatting of text to suit your
needs. Character formatting enhances the appearance of text on a slide and includes font, font
size, font color, and font styles. Character formatting can be applied using the commands in the
Font group on the Home tab of the Ribbon (see Figure 14).
206
Changing the Font Style
Font style refers to type enhancements such as bold and italic (see Table 3). They can be used to
emphasize key words in a presentation.
Name Description
Strikethrough button Draws a line through the middle of the selected text.
207
Formatting Paragraphs
You can change the appearance of an entire paragraph by applying paragraph formatting. For
example, you can adjust a paragraph’s line spacing and horizontal alignment, as well as create
bulleted and numbered lists. Paragraph formatting can be applied using the commands in the
Paragraph group on the Home tab of the Ribbon (see Figure 16).
Name Description
Aligns text against the placeholder’s left edge.
Align Text Left button
Aligns text in the middle of the placeholder.
Center button
Aligns text against the placeholder’s right edge.
Align Text Right button
Aligns text against both the left and right edges, adding space
Justify button
between words to fill the line.
208
Figure 17 – Line Spacing Menu
209
To remove bullets or numbers from a list:
1. Select the lines of text from which you want to remove bullets or numbers.
2. Do one of the following:
To remove bullets, click the Bullets arrow and select None from the Bullets gallery
(see Figure 18).
To remove numbers, click the Numbering arrow and select None from the
Numbering gallery (see Figure 19).
Copying Formatting
You can use the Format Painter command to copy the formatting of specific text and apply it to
other text. This feature saves time when multiple formats have been applied to text and you want
to format additional text with all the same formats.
Inserting Images
Images can enhance a PowerPoint presentation. They can be used to depict an idea that may be
difficult to describe or to make the presentation more visually appealing to your intended
audience. Images that can be used in a presentation include clip art and pictures. Once you insert
an image into a presentation, you can move it, resize it, crop or cut away portions of the image,
or change its colors.
NOTE: You can add images to a slide without an available content placeholder and regardless of the slide
layout.
210
Figure 20 – Images Group on the Insert Tab
3. In the Search for box, enter a keyword related to the desired clip art (see Figure 22).
4. Click the Go button. Thumbnails of any clip art, movies, and sounds that have the
associated keyword appear in the pane.
5. Scroll down to see all the available clip art, and then click the thumbnail of the desired
clip art to insert it into the slide.
Inserting Pictures
Another method of adding images to a presentation is to insert a picture from a file. You can
select from a variety of pictures, including scanned images, photographs, and drawn objects that
are saved as files.
To insert a picture:
1. Display the slide on which you want to place the picture.
2. On the Insert tab, in the Images group, click the Picture button (see Figure 20). Or,
click the Insert Picture from File button in the content placeholder (see Figure 21).
The Insert Picture dialog box opens (see Figure 23).
211
Figure 23 – Insert Picture Dialog Box
Moving an Image
You can enhance a presentation by placing images in the best possible location on each slide.
To move an image:
1. Position the mouse pointer over the image. A four-headed arrow appears next to the
pointer.
2. Drag the image to the desired location on the slide.
Resizing an Image
You can resize an image to better fit the layout of a slide. Images can easily be resized by
dragging one or more sizing handles. You can also resize an image by entering specific
measurements in the height and width fields in the Size group on the Format contextual tab.
212
Viewing a Presentation in Different Ways
PowerPoint 2010 has four primary views to help you create, organize, and display presentations
(see Table 5). Normal is the default view.
Name Description
Normal button This view includes a Slide pane where you can work on the content of an
individual slide; a Notes pane where you can enter development and
delivery notes; and an Overview pane where you can move to a specific
slide using the Slides tab or work with the presentation outline using the
Outline tab.
Slide Sorter In this view, the slides of the presentation are displayed as thumbnails so
button that you can easily rearrange, copy, or delete slides. You can also apply
transitions from one slide to another, as well as specify how long each
slide should remain on the screen.
Reading View In this view, which is ideal for previewing the presentation, each slide
button appears in a window with simple controls. You can click buttons on the
navigation bar to move through or jump to specific slides.
Slide Show This view is used to deliver the presentation to an audience. In this view,
button each slide fills the entire screen.
213
3. To select a contiguous group of slides, click the first slide, hold down the Shift key, and
then click the last slide.
4. To select multiple noncontiguous slides, hold down the Ctrl key as you click each slide.
NOTE: Click anywhere between slides to deselect the slides.
To copy a slide:
1. With the Slide Sorter view displayed, select the slide that you want to copy.
2. On the Home tab, in the Clipboard group, click the Copy button. Or, press Ctrl+C.
3. Select the slide after which you want to paste the original slide.
4. On the Home tab, in the Clipboard group, click the Paste button. Or, press Ctrl+V.
To move a slide:
1. With the Slide Sorter view displayed, select the slide that you want to move.
2. Drag the selected slide to where you want it to appear in the presentation. A vertical line
indicates the new position.
3. Release the mouse button to place the slide in the new position. All the slides are
renumbered accordingly.
To delete a slide:
1. With the Slide Sorter view displayed, select the slide that you want to delete, and then
press the Delete key. Or, right-click the slide and select Delete Slide from the shortcut
menu.
To run a presentation:
1. Select the first slide.
2. Click the Slide Show button on the View Shortcuts toolbar. The slide show displays
starting with the currently selected slide.
214
3. Do one of the following:
To perform the next animation or advance to the next slide, press the Right Arrow
key or the Spacebar, or click anywhere on the screen.
To perform the previous animation or return to the previous slide, press the Left
Arrow key or the Backspace key.
4. To end the presentation, press the Esc key.
NOTE: You can end a slide show at any point, whether you have reached the last slide or not. If,
however, you finish running through the slides and reach the end, you will see a message that the
show is over; click anywhere on the screen or press any key to exit the Slide Show view.
Printing a Presentation
When you are ready to print a presentation, you can quickly print one copy of the entire
presentation using the current printer, or you can change the default print settings before you
print the presentation.
215
To print a presentation:
1. Click the File tab on the Ribbon, and then click Print. Or, press Ctrl+P. The Print tab
displays, with print settings in the center pane and a preview of the presentation in the
right pane (see Figure 30).
2. To preview each slide, click the Next Page or Previous Page arrow in the lower-
left corner of the Preview pane.
NOTE: You can skip step 3 if you do not want to change any of the print settings.
3. To change the print settings, do one or more of the following:
To change the printer, under Printer, click the button displaying the name of the
default printer and select the desired printer.
To print multiple copies, in the Copies box, enter the number of copies you want to
print.
To specify which slides to print, under Settings, click the button displaying the
default Print All Slides option and select the desired option.
To print only specific slides, in the Slides box, enter the slide numbers and ranges
separated by commas (no spaces). For example, enter 1,3,5-7 to print slides 1, 3, 5, 6,
and 7.
To specify what to print (e.g., slides, handouts, notes pages, an outline), under
Settings, click the button displaying the default Full Page Slides option and select
the desired option.
To print in grayscale or pure black and white, under Settings, click the Color button,
and select the desired option.
4. Click the Print button.
216
Getting Help
You can use the PowerPoint Help system to get assistance on any PowerPoint topic or task. This
system is a combination of tools and files that were stored on your computer when PowerPoint
2010 was installed. If your computer is connected to the Internet, you can also access resources
from Office.com.
To get help:
1. Click the Microsoft PowerPoint Help button located at the right end of the Ribbon.
Or, press the F1 key. The PowerPoint Help window opens displaying a list of general
help topics (see Figure 31).
NOTE: You can also click the Help button in the upper-right corner of an open dialog box
to display topics related to the functions of that dialog box in the PowerPoint Help window.
2. Click any topic to display the corresponding information.
3. To find help on a specific topic, type a word or phrase related to the topic in the Search
box, and then press the Enter key. The search results display in the window.
4. To access online help, click the Offline button in the lower-right corner of the window
and select Show content from Office.com from the menu (see Figure 32).
5. To close the PowerPoint Help window, click the Close button in the upper-right
corner of the window.
217