Excel ch07

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Chapter 7 Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots Microsoft Excel 2013

Transcript of Excel ch07

Page 1: Excel ch07

Chapter 7Creating Templates, Importing Data, and

Working with SmartArt, Images, and Screen Shots

MicrosoftExcel 2013

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• Create and use a template• Import data from a text file, an Access database,

a webpage, and a Word document• Paste special• Transpose data while pasting it• Convert text to columns• Replicate formulas

Objectives

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• Use the Quick Analysis tool• Find and replace data• Insert and format a 3-D cone chart• Use WordArt to create a title• Insert and modify a SmartArt graphic• Format images with styles• Include a hyperlinked screen shot

Objectives

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Project – Clear Pools Sales Analysis

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• Create a template with sample data and formulas• Use a template to create a new workbook• Import and format outside data into an excel workbook• Use the quick analysis tool to create charts and totals

easily• Find and replace data• Insert and format a 3-d cone chart• Create and format a SmartArt graphic to display pictures

and text• Add a hyperlinked screen shot

Roadmap

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Saving the Template

• Tap or click the Save button to display the Save As dialog box

• Type the desired file name in the File name box• Tap or click the ‘Save as type’ box arrow and

then click Excel Template in the list to specify that this workbook should be saved as a template

• Navigate to the desired save location• Tap or click the Save button

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Saving the Template

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Opening a Template and Saving It as a Workbook• With Excel active, tap or click File Explorer app button

on the taskbar to run the File Explorer app• Navigate to the location of the file to be opened• Double-tap or double-click the template file to open a

new file based on the template• Tap or click the Save button to display the Save As

gallery• Type the file name in the File name box and then

navigate to your storage location• Tap or click the Save button to save the file

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Opening a Template and Saving It as a Workbook

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Importing Data from a Text File into a Worksheet• Tap or click the first cell on the worksheet to contain

the imported data• Tap or click the ‘Get Data From Text’ button on the

DATA tab to display the Import Text File dialog box• If necessary, navigate to the location of the file

containing text to insert• Double-tap or double-click the name of the file to start

the Text Import Wizard and display the Text Import Wizard – Step 1 of 3 dialog box

• Tap or click the Next button to display the Text Import Wizard Step 2 of 3 dialog box

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Importing Data from a Text File into a Worksheet• Select the delimiter• Tap or click the Next button to display the Text Import

Wizard – Step 3 of 3 dialog box• Tap or click the Finish button to finish importing the

selected text file and display the Import Data dialog box• Tap or click the Properties button to display the External

Data Range Properties dialog box• Tap or click on the desired settings, and then tap or click

the OK button to accept the settings• Tap or click the OK button to import the data from the

text file into the worksheet, beginning in the selected cell

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Importing Data from a Text File into a Worksheet

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Importing Data from an Access Table into a Worksheet• Tap or click the first cell on the worksheet to contain the

imported data• Tap or click the ‘Get Data From Access’ button on the

DATA tab to display the Select Data Source dialog box• Navigate to the location of the Access database file

containing the table to insert• Tap or click the name of the file to import• Tap or click the Open button to display the Import Data

dialog box• Tap or click the OK button to import the data in the

database to a table

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Importing Data from an Access Table into a Worksheet

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Formatting the Access Data

• Press and hold or right-click the desired cell and then tap or click Table on the shortcut menu.

• Tap or click ‘Convert to Range’ on the Table submenu and then tap or click the OK button to convert the table to a range

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Importing Data from a Webpage into a Worksheet• Tap or click the first cell on the worksheet to contain

the imported data• Tap or click the ‘Get data From Web’ button on the

DATA tab to display the New Web Query dialog box• Type the Web page address in the Address bar, and

then tap or click the Go button to display the webpage in the preview area

• Tap or click the right arrow button near the data in the HTML table to select it

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Importing Data from a Webpage into a Worksheet• Tap or click the Import button to display the Import

Data dialog box• Tap or click the Properties button to display the

External Data Range Properties dialog box• Set the desired settings, and then tap or click the OK

button• Tap or click the OK button to import the data from

the webpage into the worksheet

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Importing Data from a Webpage into a Worksheet

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Using Paste Special

• Open the file from which the data should be copied.• Select the data and press CTRL+C to copy the data to the

Office clipboard• Exit the file and make Excel the active window• Tap or click the desired cell to paste into• Tap or click the Paste arrow on the HOME tab to display the

Paste gallery• Tap or click the Paste Special command in the Paste Gallery

to display the Paste Special dialog box• Tap or click the desired Paste setting and then tap or click

the OK button to paste

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Using Paste Special

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Transposing

• With the range to be copied selected, press CTRL+C to copy the selection to the Office Clipboard

• Tap or click a cell to prepare for pasting data into that location

• Tap or click the Paste arrow on the HOME tab to display the Paste gallery

• Tap or click the Transpose button in the Paste gallery to transpose and paste the copied cells

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Transposing

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Converting Text to Columns

• Select the cells to prepare for converting the text to columns• Tap or click the ‘Text to Columns’ button on the DATA tab to

display the Convert Text to Columns Wizard – Step 1 of 3 dialog box

• Tap or click the Next button to accept Delimited as the file type and to display the Convert Text to Columns Wizard – Step 2 of 3 dialog box

• Tap or click to place a check mark next to the appropriated delimiter and to display the data fields correctly in the Data preview area

• Tap or click the Finish button to close the dialog box and separate the data

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Converting Text to Columns

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Replicating Formulas

• Tap or click the formula(s) to replicate• Drag the fill

handle down through the desired row to replicate the formula

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Formatting with the Quick Analysis Toolbar• With the range you want formatted selected, tap

or click the ‘Quick Analysis Lens’ button to display the Quick Analysis toolbar

• If necessary, tap or click the FORMATTING tab to display the Quick Analysis buttons related to formatting

• Tap or click the desired settings • Tap or click a desired cell and type a legend for

the formatting

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To Format with the Quick Analysis Toolbar

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Totaling Data with the Quick Analysis Toolbar• With the range you want to analyze selected, tap

or click the ‘Quick Analysis Lens’ button to display the Quick Analysis toolbar

• Tap or click the TOTALS tab button tab to display the Quick Analysis button related to totals

• Tap or click the Sum button

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Totaling Data with the Quick Analysis Toolbar

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Finding Data

• Tap or click the ‘Find & Select’ button on the HOME tab to display the Find & Select menu

• Tap or click Find to display the Find and Replace dialog box• Tap or click the Options button to expand the dialog box• Type in the Find what box to enter the search string• If desired, tap or click Match case and/or ‘Match entire cell

contents’ to insert check marks in those check boxes• Tap or click the Find Next button• Continue tapping or clicking the Find Next button to find

additional occurrences of the string

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Finding Data

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Finding and Replacing

• Tap or click the Find & Select button on the HOME tab to display the Find & Select menu

• Tap or click Replace on the Find & Select menu to display the Find and Replace dialog box

• Type the text to find in the Find what box, and the text to replace with in the Replace with box

• If desired, tap or click Match case and/or Match entire cell contents to insert check marks in those check boxes

• Tap or click the Replace All button to replace the string• Tap or click the OK button

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Finding and Replacing

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Inserting a Chart Using the Quick Analysis Toolbar• Select the data to include in the chart• Tap or click the ‘Quick Analysis Lens’ button to

display the Quick Analysis toolbar• Tap or click the CHARTS tab to display the buttons

related to working with charts on the toolbar• Tap or click the More Charts button to display the

Insert Chart dialog box• Tap or click the ALL CHARTS tab and then type the

desired chart style

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Inserting a Chart Using the Quick Analysis Toolbar• Tap or click the OK button to insert the chart• Tap or click the Move Chart button on the CHART

TOOLS DESIGN tab to display the Move Chart dialog box

• Tap or click the New sheet option button, and then type the desired sheet name in the New sheet text box

• Tap or click the OK button to move the chart to the new sheet

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Inserting a Chart Using the Quick Analysis Toolbar

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Formatting the Chart

• Tap or click the ‘Chart Quick Colors’ button on the CHART TOOLS DESIGN tab and then select the desired color to change the chart to

• Press and hold or right-click any of the data columns on the chart to display the shortcut menu

• Tap or click ‘Format Data Series’ on the shortcut menu to display the Format Data Series task pane

• If necessary, tap or click the Series Options button to display options for working with series

• Tap or click the desired Column shape option button in the Column shape area to select it

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Formatting the Chart

• Tap or click the Close button to close the task pane• Tap or click the Chart Elements button in the upper-right

corner of the chart area and then tap of lick Axis Titles in the CHART ELEMENTS Gallery to display the axis titles

• Select the text in each of the axis and type the desired replacement text or delete the text

• Tap or click the Chart Styles button in the upper-right corner of the chart area and then select a style

• Tap or click the Chart Styles button again to close the Chart Styles gallery

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Formatting the Chart

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Adding a Chart Title Using the WordArt Tool• Tap or click anywhere on the chart• Tap or click the Insert WordArt button in the INSERT tab to

display the WordArt gallery• Tap or click the desired WordArt style to insert the new

WordArt object• Drag the inserted WordArt object to the desired location• Select the text in the WordArt object to display the mini

toolbar• Tap or click the Font Color arrow in the HOME tab and then

tap or click the desired color• Type the desired text for the WordArt

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Adding a Chart Title Using the WordArt Tool

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Inserting a SmartArt Graphic

• Tap or click the ‘Insert SmartArt Graphic’ button in the INSERT tab to display the SmartArt Graphic dialog box

• Tap or click the desired type of SmartArt in the left pane of the Choose a SmartArt Graphic dialog box

• Tap or click the desired layout in the gallery• Tap or click the OK button in the Choose a SmartArt

Graphic dialog box to insert an Accented Picture SmartArt graphic in the worksheet

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Inserting a SmartArt Graphic

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Coloring and Resizing the SmartArt Graphic• Tap or click the Change Colors button on the SMARTART

TOOLS DESIGN tab to display the Change Colors gallery• Tap or click the desired color• Drag the

sizing handles to resizethe SmartArt graphic to the desired size

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Adding Shapes to a SmartArt Graphic• Tap or click the Add Shape button on the

SMARTART TOOLS DESIGN tab to add shapes to the SmartArt graphic

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Adding Text to a SmartArt Graphic

• Tap or click the Text Pane button on the SMARTART TOOLS DESIGN tab to display the Text Pane

• Tap or click the first bulleted item in the Text Pane and then type the desired text

• If desired, enter text in the other boxes

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Adding Text to a SmartArt Graphic

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Adding Pictures to a SmartArt Graphic• Tap or click the first Insert Picture icon in the Text

Pane to display the Insert Pictures dialog box• Tap or click the Office.com Clip Art box and then

type the desired search term• Press the ENTER key to perform the search and

double-tap or double-click the desired picture• Tap or click the Insert button to insert the picture

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Adding Pictures to a SmartArt Graphic

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Adding a Style to a SmartArt Graphic• Tap or click More button in the SMARTART TOOLS

DESIGN tab to display the SmartArt Style gallery• Tap or click the desired style to apply the style to

the SmartArt graphic

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Inserting a Screen Shot on a Worksheet• Display the webpage you wish to insert• Display the Excel window• Tap or click the ‘Take a Screenshot’ button in the

INSERT tab to display the Take a Screenshot menu• Tap or click the live preview corresponding to the

screen you wish to insert in the worksheet• Tap or click the Yes button to insert the screen

shot

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Inserting a Screen Shot on a Worksheet

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Chapter Summary

• Create and use a template• Import data from a text file, an Access database, a

webpage, and a Word document• Paste special• Transpose data while pasting it• Convert text to columns• Replicate formulas

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Chapter Summary

• Use the Quick Analysis tool• Find and replace data• Insert and format a 3-D cone chart• Use WordArt to create a title• Insert and modify a SmartArt graphic• Format images with styles• Include a hyperlinked screen shot

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Chapter 7Complete

MicrosoftExcel 2013