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Excel 2002 Lab 9

Excel 2002 Lab 9. Customizing Excel. Objectives. Create custom worksheets. Create custom styles. Merge styles. Apply conditional formatting. Create custom toolbars. Objectives. Create custom menus. Create custom charts. Create trendlines. Share workbooks. Create a workspace.

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Excel 2002 Lab 9

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  1. Excel 2002Lab 9 Customizing Excel

  2. Objectives • Create custom worksheets. • Create custom styles. • Merge styles. • Apply conditional formatting. • Create custom toolbars.

  3. Objectives • Create custom menus. • Create custom charts. • Create trendlines. • Share workbooks. • Create a workspace.

  4. Creating a Custom Worksheet • Logo • Custom toolbars • Custom menus • Reusable templates

  5. Concepts Overview • Custom Style Custom styles are created by modifying Excel's standard styles, by basing a style on an existing cell, or by creating a new style to combine a number of cell characteristics in one group.

  6. Concepts Overview • Conditional Formatting Conditional formatting is applied to numbers that exceed or do not meet specified value criteria. • Custom Toolbar Custom toolbars collect frequently used buttons and commands into one easily accessible floating or docked toolbar.

  7. Concepts Overview • Custom Menu Custom menus are created to place a group of commands in one functional area for easy access either to add to the functionality of Excel or to restrict users from certain commands by eliminating them from menus.

  8. Concepts Overview • Custom Chart Custom charts are created from an existing chart by adding custom colors, borders, patterns, pictures, and more. • Trendline Trendliners show the general tendency of data by historically showing where the data series of a chart has been and where it could potentially go.

  9. Concepts Overview • Shared Workbook Shared workbooks enable multiple users to work on the same workbook at the same time from different computers on a network.

  10. Outline • Creating a Custom Worksheet • Adapting a Logo • Adapting a Worksheet • Creating Custom Styles • Entering Multiple Formulas in a Column • Merging Styles from One Worksheet to Another

  11. Outline cont. • Creating a Custom Toolbar • Adding Buttons to an Existing Toolbar • Deleting Buttons from a Toolbar • Creating New Buttons for a Toolbar • Attaching a Macro to a New Button • Creating a New Toolbar • Adding Buttons to a New Toolbar • Attaching a Toolbar to a Worksheet

  12. Outline cont. • Creating a Custom Menu • Adding a Menu to a Toolbar • Adding a Button to a Menu • Adding a New Menu to the Menu Bar • Verifying Menu and Toolbar Changes • Resetting Toolbars and Menus

  13. Outline cont. • Creating Custom Charts • Customizing an Existing Chart • Adjusting Titles • Removing a Data Series • Formatting Data Items • Formatting the Y-Axis Units • Adding a Picture to Chart Walls • Adding a Custom Chart to the Chart Gallery

  14. Outline cont. • Creating Custom Charts (continued) • Changing Axis Scaling • Filling a Column with a Picture • Setting the Gap between Data Points • Adjusting a Series • Adding a Data Table to a Chart • Creating a Trendline • Creating a Trendline with the TREND Function

  15. Outline cont. • Sharing Workbooks • Adding Password Protection • Creating a Shared Workbook • Resolving Conflicting Changes • Creating a Workspace

  16. Outline cont. • Concept Summary • Lab Review • Lab Exercises

  17. Adapting a Logo

  18. New clip art Tab color Adapting a Worksheet

  19. Creating Custom Styles

  20. EXCEL Concept 1Custom Styles • Created by modifying Excel's standard style • Base a style on an existing one • Create a new style • Merged styles are styles taken from another open worksheet and then added to the current worksheet

  21. Items That Can Be Adjusted to Create Custom Styles • Number • Alignment • Font • Border • Pattern • Protection

  22. Formula added as a group to the column Entering Multiple Formulas in a Column

  23. Merging Styles • Can add a style from another worksheet to the current worksheet • Make sure each style has a unique name

  24. Applied to numbers that exceed or do not meet specified value criteria If condition is met, the format of the number changes to call attention to it Conditions: Between Not Between Equal to Not Equal to Greater Than or Equal to Less Than or Equal to Concept 2Conditional Formatting

  25. Condition to test Applying Conditional Formatting

  26. Concept 3Custom Toolbar • Can collect frequently used buttons & commands • Floating toolbar • Docked toolbar • Increases the ease of accessing commands in Excel

  27. Buttons added to Format Toolbar Customize commands Adding Buttons to an Existing Toolbar

  28. Creating New Buttons for a Toolbar • Select a command and drag to the toolbar • Right-click on the command to access the pop-up dialog box • Select Change Button Image to change the image on the button

  29. Macros available to the worksheet Attaching a Macro

  30. Creating a New Toolbar • A new toolbar can contain frequently used commands • Makes access to common functions easier

  31. Attach Attaching a Toolbar to a Worksheet

  32. Concept 4Custom Menu • Custom menus are created to place a group of commands in one functional area • Provides easy access • Can restrict users by eliminating certain commands from the menu

  33. Adding a Menu to a Toolbar • Choose Tools/Customize • Open the Commands tab • Select New Menu • Drag new menu to the toolbar • Rename the menu

  34. Other Custom Options • Can add a new button to a custom toolbar • Can add a new menu to the standard menu bar • Can save custom toolbar and menu settings to a special file called Excel.xlb • Can use with different workbooks • Can copy file to your laptop as a backup • Can reset back to default options

  35. Reset Options

  36. Creating Custom Charts In today's image-minded society, a good graph is priceless!

  37. Concept 5Custom Charts • Created from existing charts • Add custom colors, borders, patterns and pictures • Can be saved in the Chart Gallery

  38. Charting Terms • Tick Marks • Major or subdivision gridlines • These start at the axis and move across the chart • Data Table Values • Values from which the chart is created • Placed immediately below a chart • Values may be from a range of values in the worksheet

  39. Changes That Can Be Made to a Chart

  40. Changes That Can Be Made to a Chart cont.

  41. Extra legend labels No data Alignment Total listed as 5th qtr. Customizing an Existing ChartChanges Needed

  42. Customizing Changes • Adjust title size, font, and placement • Remove a data series – eliminate incorrect data in the chart • Delete legend to streamline chart • Apply different colors & patterns to the data items • Format the axis units • Add a picture to chart walls

  43. Name of custom chart Adding a Custom Chart to the Chart Gallery

  44. Scale options Maximum value of Y Axis Changing Axis Scaling

  45. Filling a Column with a Picture • Can place similar but different pictures on a column • Calls attention to the differences between the columns

  46. Customizing a Chart • Set the gap between data points • Adjust a series • Make changes in the worksheet • Add a data table to a chart

  47. Concept 6Trendlines • Trendlines show the general historical tendency of data • Shows where the data series of a chart has been and where it could go • Original representation and trendline appear on the same chart

  48. Some Trendlines Types • Linear regression • Line generated by non-linear curve fitting techniques • Moving average

  49. More on Trendlines • Trendlines attempt to show the overall future picture from the existing data • Can be created from 2-D charts • Column • Bar line • Area • Scatter

  50. Trendline Example

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