Lesson 5: Manage Workbooks

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Transcript Lesson 5: Manage Workbooks

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Excel 2007®Business and
Personal Finances
What are the different ways you can
create and display your Excel 2007 files?
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Lesson 5: Manage Workbooks
In Microsoft
Excel 2007,
you can
create
worksheets
using
templates,
print your
data to
display it, and
make your
worksheet
into a Web
page.
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Lesson 5: Manage Workbooks
View This Presentation to Answer
the Following Questions:
• How do I create workbooks for specific tasks?
• How can I navigate through a large worksheet?
• How can I convert worksheets to Web pages?
• How do I set up pages for printing?
• How can I convert files to different formats?
• What vocabulary words should I review?
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Lesson 5: Manage Workbooks
To create workbooks that complete specific tasks, use a template.
Excel comes
with common
templates such
as invoices,
sales and
expense
reports, and
budgets that
contain useful
formulas and
preset
formatting.
You can also download templates
online from Microsoft Office Online.
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Lesson 5: Manage Workbooks
The Time
Card
template is
designed to
total your
hours and
calculate
your weekly
gross, or
pretax, pay.
Enter your hours and the wage per hour.
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Lesson 5: Manage Workbooks
If you need to add more information to a workbook,
such as additional weeks to a time card…
Insert a new worksheet.
If you no longer need a
particular worksheet, delete it.
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Lesson 5: Manage Workbooks
To change
the order of
worksheets,
use the
Organize
Sheets
command.
Excel allows you to arrange worksheets in
the order most logical to you.
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Lesson 5: Manage Workbooks
To navigate through a large worksheet, you
can split, freeze, hide, and arrange windows.
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Lesson 5: Manage Workbooks
If two parts of a worksheet are too far apart
to view at the same time, split the window.
Splitting the
window divides
it into two
panes that you
can scroll
independently.
To restore the single window, doubleclick any part of the split bar.
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Lesson 5: Manage Workbooks
If you move
far enough
down or to
the right in a
worksheet,
you will no
longer see
the row and
column
headings.
Freeze headings to keep them in place while you move around.
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Lesson 5: Manage Workbooks
You can
arrange
several
workbooks
to organize
them on
the screen.
You can also hide a workbook from view without closing it.
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Lesson 5: Manage Workbooks
To convert a
worksheet
to a Web
page, open
the Publish
as Web
Page dialog
box.
This will convert the information into a
format that can be viewed on the Internet.
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Lesson 5: Manage Workbooks
Saving an
Excel
document to
a Web format
means that
people can
view
it even if they
do not have
Excel.
They can view your data through a common Web browser.
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Lesson 5: Manage Workbooks
Academic Skills Check
What common tasks can Excel
templates help you to perform?
Answer:
You can use templates to help you
complete common tasks such as
creating and filling out invoices, time
cards, sales reports, expense reports,
and budgets.
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Lesson 5: Manage Workbooks
Tech Check
What is the Time Card template
designed to do?
Answer:
The Time Card template is designed to
total your hours and calculate your
weekly gross, or pretax, pay.
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Lesson 5: Manage Workbooks
Tech Check
How do you view two parts of a
worksheet that are too far apart to see
together?
Answer:
To view two parts of a worksheet at
the same time, split the window to
divide it into two panes that you can
scroll independently.
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Lesson 5: Manage Workbooks
Tech Check
How can you save a worksheet so it
can be viewed on the Internet?
Answer:
To make a worksheet viewable on the
Internet, save it as a Web page.
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Lesson 5: Manage Workbooks
To set up a page for printing, first use Print Preview.
Print
Preview
shows you
what a
worksheet
will look
like before
you print it.
This helps you decide whether your worksheet will be
formatted the way you want it when you print it.
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Lesson 5: Manage Workbooks
Use Page Setup to change paper size and page orientation.
The default
page
orientation
is portrait,
or vertical.
For a horizontal layout,
change the orientation to landscape.
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Lesson 5: Manage Workbooks
Landscape orientation can be very helpful if your worksheet
contains a lot of columns, requiring a wide view.
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Lesson 5: Manage Workbooks
Click Print
to print the
entire
worksheet.
To print only a selection of the worksheet,
such as a range of cells, set the print area.
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Lesson 5: Manage Workbooks
A header is text that appears at the
top of the printed page.
A footer is text that appears at the
bottom of the printed page.
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Lesson 5: Manage Workbooks
To add a
header and
footer, use
the Page
Setup dialog
box.
The header and footer can contain the file name, sheet
name, page number, current date, or name of the author.
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Lesson 5: Manage Workbooks
If you want your
worksheet to fit
on a single
printed page,
you can
decrease the
margins.
To change a worksheet’s margins. Use the Page
Setup group or Page Setup dialog box.
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Lesson 5: Manage Workbooks
By default,
when you click
Print button
and click OK,
the current
worksheet
prints.
To print all the worksheets in the file, click Entire Workbook.
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Lesson 5: Manage Workbooks
You can save a workbook in another format so it can be used by another
program.
To save a
workbook
in a
different
format,
open the
Save As
dialog box.
You can save a workbook as a Web page, as text for Word document, or
as data for a database program, such as Microsoft Access 2007.
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Lesson 5: Manage Workbooks
Tech Check
How can you share your worksheet
with others who do not have
Excel?
Answer:
To share a worksheet with others who
don’t have Excel, save the worksheet as
a Web page, or as formatted text, or
print the worksheet.
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Lesson 5: Manage Workbooks
Tech Check
How can Landscape orientation be
helpful to how you organize and
print your worksheet?
Answer:
Landscape orientation can be helpful
if your worksheet contains a lot of
columns requiring a wide view.
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Lesson 5: Manage Workbooks
Tech Check
How do you print only a selection in a
worksheet?
Answer:
To print a selection in a worksheet,
such as a range of cells, set the print
area.
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Lesson 5: Manage Workbooks
Vocabulary Review
margin
The amount of space between the
text or data and the edge of the
page.
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Lesson 5: Manage Workbooks
Vocabulary Review
header
Text that appears at the top (or
head) of every page, such as the
author’s name or page number.
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Lesson 5: Manage Workbooks
Vocabulary Review
footer
Text that appears at the bottom (or
foot) of every page.
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Lesson 5: Manage Workbooks
Vocabulary Review
template
A guide that contains useful
formulas and preset formatting of a
particular type of workbook, such
as an invoice, report, or budget.
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Lesson 5: Manage Workbooks
Vocabulary Review
split
To divide a window into two panes
that you can scroll independently.
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Lesson 5: Manage Workbooks
Vocabulary Review
page orientation
Refers to whether a page is laid out
vertically (Portrait) or horizontally
(Landscape).
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Lesson 5: Manage Workbooks
Vocabulary Review
print area
The part of a worksheet or
workbook that is selected to print.
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Lesson 5: Manage Workbooks
Vocabulary Review
freeze
To keep headings in place while you
scroll through a worksheet.