Copyright 2003, Paradigm Publishing Inc. CHAPTER 6 BACKNEXTEND 6-1 LINKS TO OBJECTIVES Create and Rename a Folder Create and Rename a Folder Delete Workbooks

Copyright 2003, Paradigm Publishing Inc.

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OBJECTIVES• Create and Rename a

Folder• Delete Workbooks an

d Folders• Copy and Move Betwe

en Folders• Copy, Move, and Ren

ame Worksheets• Save in a Variety of F

ormats• Search for Specific W

orkbooks• Styles• Comments• Templates• Features Summary

Microsoft Excel 2003 - Specialist

MAINTAINING WORKBOOKS


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Performance ObjectivesPerformance Objectives

• Create and rename a folder• Delete workbooks and folders• Copy and move workbooks within and

between folders• Copy, move, and rename worksheets within

a workbook• Save a workbook in a variety of formats• Search for specific workbooks• Maintain consistent formatting with styles• Use comments for review and response• Create financial forms using templates


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Open Dialog BoxOpen Dialog Box

Open button OR Ctrl + OFile, Open

BackUp One LevelSearch the Web

DeleteCreate New Folder

ViewsTools


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Save As Dialog BoxSave As Dialog Box

same toolbar buttonsas in Open dialog box

Save button OR Ctrl + SFile, Save As


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Creating a FolderCreating a Folder

becomes theactive folder

use buttons tochange active folder

Create New Folder buttontype new

folder name

click


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Renaming a FolderRenaming a Folder

select folder

click

Type the new name for the folder and then press Enter.


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Selecting WorkbooksSelecting Workbooks

Selected workbooks can be opened, deleted, copied, moved, and printed.

File, Open

select files usingCtrl and/or Shift keys


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Deleting Workbooks and FoldersDeleting Workbooks and Folders

clickDelete buttonor Tools menu

optionselect files

click

Delete a folder and its contents in the same manner.


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Deleting to the Recycle BinDeleting to the Recycle Bin

double-click

select files

Files from a data disk are deleted permanently. Files from the hard

drive are sent to the Windows Recycle Bin.

File, Restore


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Copying WorkbooksCopying Workbooks

File, Save As

change to desireddrive/folder

click

with opening the workbook


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Copying Workbooks…/2Copying Workbooks…/2

File, Open (or File, Save As)

without opening the workbook

select files

right-click andclick Copy

change todesired folder

right-click andclick Paste


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Copying Workbooks…/3Copying Workbooks…/3

into the same folder

names the duplicateswith “Copy of xxx”

File, Open (or File, Save As), select files,Copy, Paste


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Sending WorkbooksSending Workbooks

to quickly send a copy of a workbook to another drive or folder

File, Open

select file

right-click andclick Send To

select desiredlocation


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Cutting and Pasting a WorkbookCutting and Pasting a Workbook

File, Open (or File, Save As)

select files

right-click andclick Cut

change todesired folder

right-click andclick Paste


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Renaming WorkbooksRenaming Workbooks

changes the name and keeps in same folder

select file

click

Type the new name for the file and then press Enter.


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Printing WorkbooksPrinting Workbooks

allows you to print workbooks

without opening themFile, Open

select file(s)

click


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Copying a Worksheet to Another WorkbookCopying a Worksheet to Another Workbook

open the source and the destination workbooks

Edit, Move or Copy Sheet OR

right-click sheet tab

selectdestination

selectlocation

click tocreate a copy

click


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Moving a Worksheet to Another WorkbookMoving a Worksheet to Another Workbook

open the source and the destination workbooks

Edit, Move or Copy Sheet OROR

right-click sheet tab

selectdestination

selectlocation

click

Be careful – formulas may not calculate properly.


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Renaming a WorksheetRenaming a Worksheet

Able to use up to 31 characters.

right-click sheet tab double-click sheet tab

Type the new name for the worksheet and then press Enter.

OROR


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Saving in a Variety of FormatsSaving in a Variety of Formats

File, Save As

click desired formatat the drop-down list


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Searching for Specific WorkbooksSearching for Specific Workbooks

enter search textand options

click to begin search

displays Advanced Search Task Pane

(options for setting

limits and conditions)

File, File Search


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Formatting with StylesFormatting with Styles

A style is a predefined set of formatting attributes.

automates the formatting of cells in a workbook and maintains consistency


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Defining a StyleDefining a Style

with existing formatting

select cell(s) containing desired formatting

type a new name

clickFormat, Style


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Defining a Style…/2Defining a Style…/2

with new formatting

click

Format, Style

select the formats toinclude in the style

click

click OK to define and apply or click Add to

define without applying


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Applying a StyleApplying a Style

select cell(s)

Format, Style

click desiredstyle name indrop-down list

click


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Copying Styles to Another WorkbookCopying Styles to Another Workbook

defined styles are saved with the workbook in which they are created

open source and destination workbooks

Format, Style

double-clickworkbook name


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Removing a StyleRemoving a Style

select cell(s)

Format, Style

click Normalin drop-down list


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Deleting a StyleDeleting a Style

Format, Style

click

select Style


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Inserting CommentsInserting Comments

A comment is useful for providing specific

instructions,identifying critical

information, or for multiple users.

The Reviewing toolbar contains buttons forinserting and managing comments.


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Reviewing Toolbar ButtonsReviewing Toolbar Buttons

View, Toolbars, Reviewing

New CommentPrevious Comment

Next CommentShow/Hide Comments

Show All CommentsDelete Comment


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Inserting a CommentInserting a Comment

when you click outside the box,the box is removed

and a red triangle appears

New Comment button

type desiredinformation


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Displaying a CommentDisplaying a Comment

hover over cell

button changes toHide All Comments

comment displays

click to Show AllComments


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Printing a CommentPrinting a Comment

File, Page Setup

click and selectdesired option


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Editing a CommentEditing a Comment

click cell containing comment

New Comment button changesto Edit Comment button - click

edit comment as desired


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Deleting a CommentDeleting a Comment

click cell containing comment

click Delete Comment button


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Using Excel TemplatesUsing Excel Templates

File, New


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Entering Data in a TemplateEntering Data in a Template

Sales Invoice Template

enterinformation

move to another cellwith Tab or Shift + Tab


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How do you display the Open dialog box?

Features SummaryFeatures Summary

Open button OROR Ctrl + OFile, Open


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How do you display the Save As dialog box?


Save button OROR Ctrl + SFile, Save As


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How do you display the Print dialog box?


File, Print


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How do you display the Move or Copy Sheet dialog box?


Edit, Move or Copy Sheet


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How do you display the Basic File Search task pane?


File, File Search


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How do you display the Style dialog box?


Format, Style


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How do you display the Merge Styles dialog box?


Format, Style


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How do you display the Reviewing toolbar?


View, Toolbars, Reviewing


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How do you display the Templates dialog box?


File, New


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Coming NextComing Next

CREATING A CHART IN EXCEL

Documents

Copyright 2003, Paradigm Publishing Inc. CHAPTER 6 BACKNEXTEND 6-1 LINKS TO OBJECTIVES Create and Rename a Folder Create and Rename a Folder Delete Workbooks