Excel Toolbar Functions

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What is the function of the Excel toolbar?

The Excel toolbar contains the most important icons of the application and
those that users use most frequently. It is also known as the button bar and
from it we can perform all kinds of actions on the file we are editing.
Next we are going to see what each of the parts that make up the Excel
toolbar are.

Start bar
The first option that appears on the Excel toolbar is the Start bar . Within
this bar, we will find the elements indicated below:

Clipboard : from here we can paste contents from the clipboard, cut a
part of the document, copy it and even copy a certain format.
Font : This option allows us to modify the style of the font you use as well
as apply all types of effects whether bold, italic, underlined, increasing
and decreasing the size or type of font. Within this same option there is
the possibility of putting a border on the cells that we select, and even
putting a fill color or a color for the font that we are using.
Number : we can choose the way we want the numbers or values of a
cell to be displayed, the percentage or currency and the date/time.

Styles : this section allows us to define the style we want for the cells, we
can highlight the most important ones, create a table or copy the style of
a specific cell to another set of cells.

Cells : from here we can insert columns, tabs, delete them, and even
define the size of the rows or columns.
Modify : in this section we can see the total sum of a set of cells, copy
formulas, delete data, organize a set of data or select a specific text.

insert bar

The insert bar is an option in the Excel toolbar from which we can see the
alternatives that allow us to insert small graphs, images, tables, among
many other elements. The sections that make it up are the following:
Tables : we can create dynamic tables to summarize the data or create
another type of table that can be used to analyze a series of specific data.
Illustrations : this option allows us to insert images, pre-designed
images, shapes such as arrows, triangles or circles as well as SmartArt,
which are a series of very visual graphics to offer information more easily.
Links – This toolbar option is required to be able to create hyperlinks
directly from a web page, as well as a certain image or any other type of
data.
Text : in this part we can insert text boxes, create a header or footer,
create decorative texts, insert a signature line, an object or a symbol.

Page Layout Bar


From the page design bar we can modify everything related to margins,
page orientation, page breaks and many other options. The elements that
make up this part of the toolbar are the following:

Themes : from here it is possible to change the format of the entire


document including fonts and effects, as well as colors.
Page Setup : We can set the size of the margins, change the orientation
of the page, choose a background or specify page breaks.
Adjust print area : This option is valid when we need to print a certain
part of the document. Also to adjust the print scale.
Sheet options : from this option it is possible to see certain lines,
establish which ones we want to print specifically, see the headers and
even print them for both rows and columns.

Organize : This option allows you to bring a text or image to the front or
to the back, align the edges of several objects, group them or rotate them.

FORMULAS
1. INSERT FUNCTION. Insert or edit a function in the selected cell using
the function wizard.
2. AUTOSUM. Shows the result of the sum of the cells higher than the
selected one. If we click on the arrow it will show the basic functions:
average, counting numbers, max, min or the function assistant.
3. RECENT. Displays a list of recently used functions to select the desired
one.
4. FINANCIAL. Shows a list with financial functions to select the desired
one.
5. LOGIC Logic functions button. Shows a list with logical functions to
select the desired one.
6. TEXT. Shows a list with text functions to select the desired one.
7. DATE AND TIME. Displays a list of date and time functions to select the
desired one.
8. SEARCH AND REFERENCE. Displays a list with search and reference
functions to select the desired one.
9. MATHEMATICS AND TRIGONOMETRICS. Shows a list with
mathematics and trigonometry functions to select the desired one.
10. MORE FUNCTIONS. Lists other feature categories: Statistics,
Engineering, Cube, Insights, Backwards Compatibility, and Web.

DATA
1. FROM ACCESS. Imports data from a Microsoft Access database.
2. FROM WEB. Import data from a web page.
3. FROM TEXT. Import data from a text file.
4. FROM OTHER SOURCES. Import data from other data sources.
5. EXISTING CONNECTIONS. Connects to an external data source
selected from a data source list.

GROUP: SORT AND FILTER


The SORT AND FILTER group includes the commands to sort and filter the information
on our sheet.
1. ORDER FROM A to Z. Sorts the selected data in ascending order.

2. ORDER FROM Z to A. Sorts the selected data in descending order.


3. ORDER. Displays the sort dialog box, to sort the data by various criteria.
4. FILTER. Activates selection filtering, allowing you to search for information by
multiple criteria.
5. DELETE. Clear the filter and sort the range.
6. REAPPLY. Reapplies the filter and sort on the current range.
7. ADVANCED. Specifies complex criteria to limit the records that will be included in
the results of a query.

GROUP: DATA TOOLS

The DATA TOOLS group includes the commands for processing data.

1. TEXT IN COLUMNS. Splits the content of a cell into multiple columns.


2. FAST FILLING. Automatically fills values.
3. REMOVE DUPLICATES. Removes duplicate rows in a sheet.
4. DATA VALIDATION. Prevents writing invalid data to cells.
5. CONSOLIDATE. Combines values from multiple ranges into a new range.
6. RELATIONS. Create or edit table relationships to display related data from different
tables in the same report.
7. MANAGE DATA MODEL. Add the data model to PowerPivot.

GROUP: FORECAST
The FORECAST group includes commands to allow you to use historical data to create a
visual forecast spreadsheet about future trends.

1. HYPOTHESIS ANALYSIS. Includes different tools.


- Scenario manager. Allows you to create and save groups of values to switch between
them.
- Find target. It allows you to solve equations by searching for the correct entry of a
value giving a result that we know.
- Data table. Allows you to see the results of the different possible inputs at the same
time.
2. FORECAST. Create a new sheet to predict the data trend.

GROUP: SCHEME
The SCHEMES group includes the commands for working with groupings and schemes.

1. GROUP. Group a range of cells to expand or collapse them.


2. UNGROUP. Ungroups a range of previously grouped cells.
3. SUBTOTAL. Allows you to automatically calculate subtotal and grand total values in
a list.
4. SHOW DETAIL. Expands a collapsed range of cells.
5. HIDE DETAIL. Collapses a range of cells.
6. SCHEME. Displays the outline dialog box.

GROUP: ANALYSIS

The ANALYSIS group includes the Data Analysis and Solver tools that are installed as a
complement, from the Excel options.

1. ANALYSIS OF DATA. Shows scientific and financial data analysis tools.


2. SOLVE. It is a tool to solve and optimize equations through the use of numerical
methods.

GROUP: REVIEW

In this entry, we will learn about the Review Tab, it is a very important tab,
which is there to help us with certain errors in our spreadsheet, but, they are
not mathematical errors, no, they are those grammatical errors, we are all
human and we can get confused, skip an accent or confusing the use of
some letters is totally normal.

With this option, Excel lends us a hand, to help us avoid that embarrassing
moment.
Let's start with “Review”:
Composed of two help items, which would be spelling correction and synonyms.

Orthography:
Well, there is not much to explain in this part, since Excel will automatically
review all the text contained in the book and will give you suggestions or
revisions for misspelled words.

Synonyms:
It is not easy to avoid repeating words and falling into redundancy, Excel
offers us a helping hand to search for synonyms of the desired word and
thus avoid some type of error in writing.

Smart Search:

Excel offers us this excellent tool, it is like a “MiniGoogle” (a search engine,


within Excel), which allows us to find images, concepts, definitions, uses
and, among other things, about the selected word or phrase, through the
Internet.
Language:
Translate:
We can also translate our texts from our language to any other or vice
versa.
Comments:
Excel allows us to leave comments in our cells, they are like small labels to
remind us of things or warn us about a cell that could contain an error, it is a
perfect tool for when you work with several people and they need to
comment on the content of a table, for example .

The comment will simply appear when you Click on the Cell that contains it,
now, how do we know that a cell contains a comment? Simple, each cell
that has a small red mark in the upper right corner means that it contains a
comment.

To add a “New Comment” to any cell, simply go to the “New Comment”


button.

Then, having created our comment, we can Edit it, in case there are any
errors or even delete it, in case we no longer need it.
Previous and Next:
If an Excel spreadsheet contains several comments, we can use this option,
Excel will automatically take us to the next or previous comment, in order to
observe it, it is important to note that Excel will take us in the order in which
the comments were created. comments.
We also have these groups of three more options, which allow us, as their
names indicate, to show or hide the comments, we can show all the
comments at the same time.
Changes:
The “Changes” section does not necessarily refer to you changing the
worksheet, but rather, it is to protect the document and authorize other
people to make changes within it.

Protect Sheet:

As its name suggests, it protects the sheet and the content of each of the
cells used within the Excel workbook. We can protect our sheet, using a
password (anything you want, you can create it in the first box), and it gives
us all the options or permissions that we are going to allow third parties, if
the person does not enter the password, they will only be able to (in this
case) select locked and unlocked cells, but you will not be able to modify
content or add content to new cells unless you enter the password.

Protect Book:
Not only can we block and protect a single sheet, we can also protect the
entire book, under the same model as in the previous item, this will prevent
third parties from entering new spreadsheets, creating columns or rows and,
among other things, and, under the same methodology, a person who does
not have the password will not be able to make any modifications to the
document.

Share Book:
As its name indicates, it allows us to share books with other people who are
connected to the same network, giving “Exclusivity” priority to the author of
the book, again, a person without a password and, much less if they are not
authorized, will not be able to enter. in the book.

Protect and share book:

This is basically the second and third function, combined into one, because
not all the books you want to protect, it does not necessarily mean that you
want to share them and vice versa, but, if you need or want to share and
protect your book, in this tool you can do it in a single step.
Allow users to modify ranges:

This option allows each user to modify a series of ranges or elements, in


which the author has given them permission. They can modify parts of the
sheet or book, but not all of its content, unless the author allowed him to
modify everything. It is important to know that, to activate this option, you
must go to the “Protect Sheet” part to activate this function.

Change control:
This tool allows you to supervise, review, observe the changes made in the
workbook or Excel sheet, it gives you the option to highlight all the changes
and thus observe and locate them quickly.

You can also “Accept or reject changes”, it is the function that allows the
changes made previously to remain fixed or, if you reject them, the
document returns to its original starting point, as if no changes were made.

VIEW
The View tab allows us, as its name suggests, to see our worksheet in a
“better” or more comfortable way.
We will start with “Book Views”. Here they offer us four sheet formats to
see inside our book. These formats will not alter its content, but will be more
visually comfortable for whoever is working.
Normal:
This is the default option, we will see our Excel sheet as it is, as it appears
when opening Excel.

See Page Breaks (See page breaks. P):

This option (in my personal opinion) is very nice and very helpful, since it
shows us when a sheet starts and when it finishes, by saying this, I mean at
the time of printing, we will be able to know what will go on each sheet. They
will be limited by dotted lines that indicate each sheet (on paper) that the
information will occupy.
Page design:
It allows us to view pages separated one by one, add a header (company
name, for example) or a footer (a business signature, a thoughtful message,
for example).

Custom Views:
As its name suggests, Excel also gives us the option to create our own view,
depending on our needs. A dialog box like this will appear:
We click on “Add” and we can create our new custom view.
The view will be made according to the two items you select in this new box.
We can add more than one type of custom view, as many as you need.
Show:
This small option does not deserve much explanation, since the names
speak for themselves, they are all “activated” because that is how Excel
considers it most comfortable to work.

Grid Lines:
They are all those lines that are in the spreadsheet, those that go
horizontally and vertically, that when intersected, create a cell, this does not
mean that, if you deactivate “Grid Lines” the cells will cease to exist, they
do not , but they simply will not be visible. An example of this option
disabled:
Formula bar:
Eliminate the bar at the top, between the letters that indicate the columns
and tabs.
Headers:
Delete the headers from the sheet, the numbers (1,2,3,4…..N) and the
letters (A,B,C….N) have disappeared, they are still there but they are not
visible.
Zoom:
Its name speaks for itself, it allows us to zoom in or out of the worksheet.
Zoom:
A dialog window will appear, where it tells us what magnification we want to
apply. It should be noted that the Maximum Zoom is 400% and the
Minimum is 10%.
100%:
This little “button” takes us to 100% by default.

Expand Selection:
It only expands the selected range of cells; this expansion will depend on
how many cells you have included within the range.
Manual Zoom Bar:

This small bar, located in the lower right corner of Excel, allows us to zoom
manually.

Window:
This tool allows us to open, modify, delete, create, freeze and organize new
windows, meaning windows, like new spreadsheets, without closing the
previous one.
New window:
It is the tool that will open a new Excel workbook, maintaining the previous
one, the number enclosed in the blue box indicates the number of the
workbook window.

Organize all:
It allows us to organize the windows, by clicking here, we will get several
options for how we want to organize the windows.
I chose (randomly) to organize them vertically, here we can see the two
windows, one next to the other. This is in order to observe the two situations
and be able to make comparisons.

Immobilize:
As its name indicates, it prevents a part of the spreadsheet from moving,
always being there, we are going to show through the images what
immobilization options they give us.
Freeze panels:

To “lock” or Immobilize panels , the first thing we must do is select a


desired range.
As you can see, in this image, the rows jump from No. 12 to No. 49, this is
because the immobilized panels are those in the range from 1 to 12.
To unlock or mobilize the panels, we go to the “Mobilize Panels” option,
which is only enabled when a panel is immobilized.

Immobilize Top Row:


This option ONLY freezes row #1. To be able to mobilize it, we simply go to
the same previous option “Mobilize Panels”
Immobilize first Column:
As its name indicates, it immobilizes the entire Column “A”. To mobilize it,
we go to the previous option of “Mobilize Panels”.
Split, Hide and Show:
Split:
Divide our spreadsheet into four fragments or fractions, to work and observe
changes that we make.
Disguise:
Hide all our workbooks.
Show:
It gives us the option to show the workbook we want, this option is only
enabled after having hidden a workbook.

View in Parallel, Synchronous Scroll and Reset Window Position:

View in parallel: It lets you see both windows at the same time, and the
changes you make in one of the windows will automatically be made in the
other.

Synchronous Scrolling: This option can be enabled/disabled, if enabled, it


means that when you move in one of the windows, moving up or down
through the rows, it will automatically move the other window, also if you
move from left to right through the columns, the same thing will happen, they
will move at the same time.
Reset window position: If you make any of the windows smaller or larger,
you can use this option to return it to the default size, this size will be in
proportion to the size of your monitor and how many windows are open, to
leave them all the same size .

Change Windows:
This option is enabled when you have several windows created. This option
shows us a small menu of all our windows, in summary, without having to
search for them little by little in the taskbar.
Macros:

A VERY important tool, later we will use it and learn to handle it with
exercises, in the meantime, just know that it is a tool that allows you to
“record” procedures, suppose that monthly you are forced to make a table
with a changing salary of workers, but since they have constant bonuses,
using macros, you will only have to make the table with the calculations
once, then, thanks to the macros, the other tables will be made practically
automatically.
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