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Excel Basic Training Manual
Excel Basic Training Manual
Introduction to Excel...................................................................................................................................1
The Excel Environment............................................................................................................................1
Get Help Using Word..................................................................................................................................3
Help Window..........................................................................................................................................3
Working with Spreadsheets........................................................................................................................3
Entering Data..........................................................................................................................................3
Editing Data.............................................................................................................................................3
Fill cells with a series of data...................................................................................................................4
Navigating in Your Worksheet.................................................................................................................6
Insert and Delete Cells, Rows and Columns............................................................................................7
Save a Document........................................................................................................................................8
Save As....................................................................................................................................................8
Creating New Folders..............................................................................................................................9
Save an Existing Document.....................................................................................................................9
Selecting Data.............................................................................................................................................9
Move and Copy data between cells..........................................................................................................10
Move Data.............................................................................................................................................10
Copy Data..............................................................................................................................................11
Drag and Drop Method.........................................................................................................................11
Spell Check a Worksheet...........................................................................................................................11
Find and Select..........................................................................................................................................12
Find Data...............................................................................................................................................12
Replace..................................................................................................................................................13
Go To.....................................................................................................................................................14
Go To Special.........................................................................................................................................14
Creating Formulas.....................................................................................................................................14
Formulas with Operators......................................................................................................................15
Formulas with Functions.......................................................................................................................16
AutoSum...............................................................................................................................................17
Formatting Cells........................................................................................................................................18
Change Font Type..................................................................................................................................18
Change Font Size...................................................................................................................................18
Apply Font Effects.................................................................................................................................18
Change Font Color.................................................................................................................................19
Change Cell Border................................................................................................................................19
Change Cell Background Color..............................................................................................................19
Vertical Cell Alignment..........................................................................................................................20
Horizontal Cell Alignment......................................................................................................................20
Cell Orientation.....................................................................................................................................20
Wrap Text..............................................................................................................................................20
Merge and Center.................................................................................................................................21
Number Formats...................................................................................................................................21
Format Cells Dialog Box.........................................................................................................................22
Modify Column Width and Row Height.....................................................................................................22
Method #1.............................................................................................................................................22
Method #3 –..........................................................................................................................................22
Hide Rows or Columns..........................................................................................................................23
Unhide Rows or Columns......................................................................................................................23
Conditional Formatting.............................................................................................................................23
Rules......................................................................................................................................................23
Data Bars...............................................................................................................................................24
Color Scales...........................................................................................................................................24
Icon Sets................................................................................................................................................25
Customizing Conditional Formatting.....................................................................................................25
Clear Conditional Formatting................................................................................................................25
Format as Table.........................................................................................................................................26
Working with Tables..............................................................................................................................26
Cell Styles..................................................................................................................................................28
Creating Custom Cell Style....................................................................................................................28
Applying Custom Styles.........................................................................................................................29
Themes......................................................................................................................................................29
Changing Themes in a Document.........................................................................................................29
Modifying components of a theme........................................................................................................29
Formatting Worksheets.............................................................................................................................30
Renaming Worksheet Tabs...................................................................................................................30
Modify Worksheet Tab Color................................................................................................................30
Insert Worksheets.................................................................................................................................30
Reposition Worksheets.........................................................................................................................31
Delete a Worksheet..............................................................................................................................31
Hide/Unhide Worksheets..........................................................................................................................32
Hide Worksheets...................................................................................................................................32
Unhide Sheet.........................................................................................................................................32
Margins.....................................................................................................................................................32
Set Page Orientation.................................................................................................................................33
Paper Size.................................................................................................................................................33
Adding Backgrounds..................................................................................................................................33
Page Breaks...............................................................................................................................................34
Add Page Breaks....................................................................................................................................34
Remove Page Breaks.............................................................................................................................34
Headers and Footers.................................................................................................................................34
Adding a Header and Footer.................................................................................................................34
Removing a Header and Footer.............................................................................................................35
Print Titles.................................................................................................................................................35
Print Area..................................................................................................................................................36
Set Print Area........................................................................................................................................36
Clear Print Area.....................................................................................................................................36
Scale to Fit.................................................................................................................................................36
Modifying Scale.....................................................................................................................................37
Width and Height..................................................................................................................................37
Freeze Panes.............................................................................................................................................37
Split Worksheet.........................................................................................................................................38
Arrange Worksheets in a new Window.....................................................................................................38
Sheet Options............................................................................................................................................39
Introduction to Excel
The Excel Environment
Title Bar
The title bar is the blue bar at the very top of the window. The title bar indicates which Microsoft
program is being used and title of the current document. In the example below you can see that the
title of the document is “Sample Spreadsheet” and the program being used is Microsoft Excel.
Ribbons
Ribbons hold all the commands used to format and manipulate text, numbers and formulas in Excel
2007. There are eight main ribbons that can be accessed by clicking the appropriate label. Additonal
ribbons will appear when an object requiring their use is clicked on. For example when you click on a
piece of clip art, the picture ribbon will appear. Excel 2007 does not allow the user to modify the
ribbons but frequently used commands can be added to the Quick Access Toolbar.
Groups
Groups are collections of commands that are available on the Ribbon tab you have selected. Groups
change depending upon which tab you have selected on the ribbon. For example the Clipboard group
above contains the paste, cut, copy and format painter commands.
Name Box
The name box is found between the spreadsheet and the
ribbon. It is a small box that displays the cell reference of
the cell currently selected.
Formula Bar
The formula bar displays all the formulas or pieces of text contained in a cell. Click on a cell and the
contents will be displayed in the formula bar.
Spreadsheet (worksheet)
The spreadsheet portion of the page is comprised of columns, rows and headings. Columns are vertical
and labeled with letters; rows are horizontal and labeled with numbers. A cell is the point at which a
column and row intersect. Cells are referred to by the cell reference, the letter and number that
represent where the cell is on the spreadsheet. For example, the cell in the upper left corner of the
spreadsheet is cell A1. Cells can hold data or formulas; formulas will perform calculations on the data
stored in cells.
Workbooks
A workbook is a series of related excel worksheets. Any time you open an excel file you are actually
opening a workbook. By default, when a new workbook is created it has three sheets. However, you
can add or delete sheets so that the information presented is well organized. For example, an annual
budget workbook could be created to include thirteen worksheets, twelve for each month of the year
and a totals worksheet.
View Buttons
The view buttons are located in the bottom right portion of the screen and allow a user to see a document
in different ways. It is important to remember that even though your document may appear different,
nothing has changed. A document in print layout view will print exactly the same way as it will in normal
view. See the table below for a description of each view.
Page Layout: view document as it will appear on the printed page, including
headers, footers, etc.
Page Break Preview: View a preview of where pages will break when
document is printed
Zoom Level
This allows the user to zoom into the spreadsheet. Click the plus sign to zoom in, or the minus sign
to zoom out. The slider can also be used to zoom in and out of the document.
Get Help Using Word
Excel 2007 has a built in help feature that is able to provide
answers and step-by-step instructions to questions or
problems you may be experiencing. The help feature can
be accessed by pushing the help icon in the upper right
Help Window
The help window lists a variety of topics that users
commonly need help with. Click on the appropriate heading
to get a list of subtopics related to the main heading. Click
the desired topic to receive information and instructions on
completing the task described.
If none of the topics provided seem to fit your need, a search
field is provided at the top of the window. Simply type in a
topic with which you need help and a list of possible
solutions will be provided.
Method #1
1. Double click in the cell in which you would like the data to appear, the blinking insertion point will
appear in the cell.
2. Type desired data into cell
3. Press Enter on your keyboard
Method #2
1. Click the cell you would like the data to appear in.
2. Click in the formula bar near the top of your screen. (see picture of the formula bar above)
3. Type desired data
4. Press Enter on your keyboard
Editing Data
If data is entered incorrectly, it can easily be modified.
Method #1
1. Double click the cell that needs editing.
2. Use your keyboard arrows to move to the exact location in the data.
3. Use your keyboard to delete old data and retype new data
Method #2
1. Click the cell that holds the data to be modified.
2. The data will appear in the formula bar.
3. Insert the mouse pointer in the formula bar.
4. Use your keyboard to delete old data and retype new data
Copying text
The fill button allows the user to copy text from one cell and paste into
many other cells very quickly.
Fill a Series
Just like the fill handle could be used to complete the months of the
year, days of the week or any other numerical pattern, the fill button
can also be used.
1. Enter a piece of text into a cell
2. Hit Enter on the keyboard
3. Select the Cell that contains the text that was just entered.
4. Activate the Home Ribbon
5. Click the Fill Button in the Editing group
6. Click Series. The dialog box pictured at right will appear.
7. Enter information as needed
a. Series in:
i. Rows: will keep all data in one row, populating each column with a different
piece of information. ii. Columns: will keep all data in one column, populating
each row with a different piece of information.
b. Type:
i. Linear: This will add step values to the original value until the stop value is
reached. Example: 2, 4, 6, 8, 10, 12…..
Note: subsequent cells can be selected in place of supplying a stop value, text
will then be added to cells based on the number of cells that were selected. ii.
Growth: This will multiply the step value by the previous cell value, starting with
your original number and ending with the stop value. Example: 2, 4, 8, 16, 32…
Note: subsequent cells can be selected in place of supplying a stop value, text will
then be added to cells based on the number of cells that were selected.
iii. Date: When a date is used as the original value, dates can be added by selecting
cells and a date Unit, or by using step and stop values. iv. AutoFill: To enter
information such as Days of the week or Months of the year, select cells and choose
AutoFill to complete the series.
Insert Cells
1. Activate the home ribbon
2. Click on a cell to the right of, or below where the new cell will be
inserted
3. Click the Insert button, select Insert Cells
4. The insert dialog box, pictured at right, will appear.
5. Click the appropriate option
6. Click OK
Note: Multiple columns, rows or cells can be inserted simultaneously. Simply select the number of cells
equal to the number to be inserted. For example, if you want to insert 5 new rows, select 5 existing
rows.
Delete Rows or Columns
1. Activate the home ribbon.
2. Select a cell in the row or column to be deleted.
3. Click the Delete button, which is located under the Cells group
4. Click the appropriate option.
5. The row or column will be deleted immediately.
Delete Cells
1. Activate the home ribbon
2. Click on the cell(s) to be deleted.
3. Click the Delete button, select Delete Cells.
4. The Delete dialog box, pictured at right, will appear.
5. Click the appropriate option
6. Click OK
Note: Insert and Delete commands can also be found by right clicking on a cell, row or column.
Save a Document
Save As
The first time you ever save a document you should use the “Save As” command. This allows you to name
your file and say exactly WHERE you want it saved.
Selecting Data
Note: The spell check will begin its search for misspelled words at the cell that is selected when
the button is clicked. It will then scan down through the rows of the worksheet. It is best to
activate cell A1 before spellchecking, however if another cell is selected a dialog box will appear
that asks to user if spell check should continue from the beginning of the document, Click Yes.
1. Activate Cell A1
2. Activate the Home Ribbon
3. Click the “Find and Select” button, under the Edit Group
4. Click “Find”
5. The dialog box at right will appear.
6. Type the piece of text or number you are looking for into the space provided.
7. Click one of the buttons provided.
a. Find All: This will move you to the first cell that contains the desired information. It will
also open up an additional piece of the dialog box that lists other cells where that
information appears. Click an entry from the list to move to that cell.
b. Find Next: This will move you to the first cell that contains the desired information.
Continue to hit “Find Next” to find subsequent instances of the data.
Find Options
Additional options for finding pieces of information are available. They may help you find pieces of data
or allows the user to look in different areas.
1. Click the “Options” button.
2. The dialog box will expand to provide more
options for searching. See picture at right.
3. Use the dropdowns and checkboxes to select how and where to search for the desired data.
a. Within: Choose weather to search in just the current worksheet or the entire workbook.
b. Search: Choose weather to search by rows (top to bottom) or columns (left to right)
c. Look in: Choose to look at values (the actual text seen in the cell) or in formulas (the
numbers that give the value)
d. Match Case: This is used when searching for text and will locate data only if it has the
same case as the search term. Example: “Oshkosh” is the search term. If this is
checked it will only find instances of “Oshkosh”. All instances of “oshkosh” will be
ignored.
e. Match entire cell contents: When checked, only cells that contain data exactly as
entered will be found. Example “Oshkosh” is the search term. If this is checked, cells
that contain “UW Oshkosh” will be ignored.
4. Click the “Options” button to collapse this portion of the dialog box.
Replace
Replacing one piece of data with another can also be very helpful.
1. Activate Cell A1
2. Activate the Home ribbon
3. Click the Find and Select Button
4. Click Replace
5. The dialog box pictured at right will
appear.
6. Enter Information as necessary
a. Find what: type the piece data or piece of text that should be found.
b. Replace with: Type the piece of information that should replace the found data.
7. Click one of the buttons provided.
a. Replace All: This will replace all occurrences of the found text.
b. Replace: This will replace a single occurrence of the found text. The “Find Next” button
must be used first to locate the text.
c. Find All: This will move you to the first cell that contains the desired information. It will
also open up an additional piece of the dialog box that lists other cells where that
information appears. Click an entry from the list to move to that cell.
c. Find Next: Click this button to locate a piece of text. Then click the “Replace” button to
insert the new piece of text. Continue to click the “Find Next” button to move through
the document.
Go To
In most instances, you can quickly move around in a worksheet by
clicking on the cell you need to modify. However, when worksheets
become very large, it is often easier to navigate to a specific cell
using the “Go To” command.
Note: The button labeled “Special” will open the Go To Special dialog box. See below for details.
Go To Special
Excel gives many more options than simply going to a particular
cell; users can also go to and/or select cells that have certain
properties. Although this might not be as beneficial with smaller
spreadsheets, it will be an important tool when spreadsheets are
large and/or complex.
Creating Formulas
Formulas are a key component to Excel. They help to automate many aspects of a spreadsheet and
allow users to save time by doing complex computations very easily. Formulas are made up of three
basic parts, the equals sign, a function or operator, and arguments.
When a formula is being written, it is important to always start with an equals (=) symbol. This tells
excel that the cell should display the solution to the formula, not the actual text that makes up the
formula.
There are two main ways to write excel formulas, with an operator or with a function. Both operators
and functions serve the same purpose; they tell excel what to do with the numbers provided in the
worksheet.
Lastly are the arguments. Arguments are the numbers or cell references that will be used to figure a
formula.
When writing more complex formulas using operators, be cognizant of the way arguments and
operators are entered. The order in which they are entered may alter the solution that is displayed.
The order of operations is the sequence of computations that a formula follows to arrive at a desired
result. The order of operations follows this sequence:
Formula Solution
=6+7*2 20
=9+6*(8–5) 27
= ( 14 – 5 ) / ( 9 – 6 ) 3
= 3 * (6 + 12 / ( 4 – 2 ) ) 36
Formulas using functions have a different format than formulas using operators. Function formulas still
start with an equals sign, but instead of a mixture of arguments and operators, the function is entered
right after the equals with the arguments following in parentheses.
The colon symbol (:) is used to signify “through” in a formula. It allows the user to calculate many
adjacent cells at the same time. All other aspects of the formula remain unchanged; the formula will
still start with an equal symbol, followed by a function, followed by arguments. Only instead of listing
arguments individually, the first argument is added, followed by a colon (:) and then the last argument
in the range is added.
AutoSum is not only essential when totaling numbers, but it also has several
other built in functions including, AVERAGE, COUNT, MAX and MIN. To apply
one of the other functions, select the first blank cell after a range of adjacent
cells. Click the AutoSum dropdown and select the desired function. The
formula will appear in the selected cell.
Caution: Although AutoSum is a very useful tool, it “guesses” at the formula you
want to create. You must be careful to make sure the formula is accurate
before the total can be accepted. To change the automatic selection simply click and drag the
correct range of cells.
Formatting Cells
Change Font Type
1. Select the cell(s) you would like to change.
NOTE: Notice how the selected text changes as you run your mouse over the various fonts, this
is called live preview, it is a new feature in 2007.
2. Run your mouse over each button to get a description of the command and how it will affect the
selected text.
3. Click the button that corresponds to the type of effect you would like to apply.
NOTE: If you don’t see a color you like, drag down to “more colors.” The Colors dialog box will
appear, click the color from the palette you would like to use and click OK.
NOTE: If you don’t see a color you like, drag down to “more colors.” The Colors dialog box will
appear, click the color from the palette you would like to use and click OK.
3. Click one of the vertical alignment buttons (Top, Middle, or Bottom) on the Alignment group.
3. Click one of the horizontal alignment buttons (Left, Center, and Right) on the Alignment group.
Cell Orientation
Cell Orientation describes the way data or text is displayed within the cell.
Wrap Text
By default when the data contained in a cell is too large for the size of the cell, the
data although present will not be visible. The Wrap Text button allows a user to
wrap the text to a new line, thereby increasing the row height and allowing the
entire piece of data to be visible.
3. Click the Merge and Center drop down on the Alignment group
a. Merge & Center: This command consolidates all selected cells into one big cell and
centers any data contained in the cell.
b. Merge Across: This command consolidates each row of selected cells into one wide cell
per row.
c. Merge Cells: This command consolidates all selected cells into one big cell.
d. Unmerge Cells: This command returns cells to their original size and number.
Number Formats
Excel 2007 not only gives you a variety of options for formatting the size, shape and
color of cells, but it also allows you to quickly format the data within those cells. The
Number group on the Home Ribbon offers several options for formatting data.
Method #1
1. Place the mouse pointer on the right border (bottom border
for rows) in the heading area of the column or row to
enlarge or shrink. In the picture at right, column B is being
modified.
2. The cursor will turn into a double pointed arrow.
3. Click and drag to resize the column.
Note: if you use the method above and double click the heading border, the column or row will
resize to accommodate the largest piece of data.
Method #3 –
1. Activate a cell within the row or column to resize.
2. Click the Home Ribbon
3. Click the Format button in the Cells Group
4. Select the desired option
a. Row Height: a dialog box appears in which an exact height can be
entered.
b. AutoFit Row Height: Automatically adjusts the row height to
accommodate the largest piece of data
c. Column Width: a dialog box appears in which an exact width can be measured.
d. AutoFit Row Width: Automatically adjusts the column width to accommodate the cell
with the largest amount of data
e. Default Width: allows the user to determine the default width of rows for an entire
sheet.
Hide Rows or Columns
Occasionally you may want to view or print a spreadsheet and
not display all the information contained. For example, a
summary spreadsheet containing budget information should
include the total amount spent on employee wages, but you may
not wish to include the column of individual wages in the printed
copy.
Note: Rows and Columns can also be hidden by clicking on the row or column label, notice that ALL of
the cells in that row or column are selected. Right click the selected cells and choose Hide. In a similar
fashion, select the row or columns on both sides of a hidden column and right click to unhide.
Conditional Formatting
Conditional formatting is a great way to automatically format cells according to the piece of data
contained in the cell.
Rules
This type of conditional formatting allows the user to set up certain criteria; cells
are then formatted to highlight those criteria. For example, a student payroll
supervisor may want to identify the five students that work the most hours in a
pay period. Instead of viewing each cell one by one, the supervisor can use
conditional formatting to quickly locate the highest five numbers in the selected
area.
Data Bars
Data bars automatically fill the cell with a gradient color according to the cell value. It acts as a visual
representation of the number in the cell.
Color Scales
Color Scales apply two-color or three-color formats according to cell value. It acts as a visual
representation of the values in a range of cells.
Icon Sets
1. Select the cells to apply formatting
2. Activate the Home Ribbon.
3. Click “Conditional Formatting” from the Styles group
4. Select Icon Set
5. Click on the icon set you prefer
6. Selected icons are immediately applied to cells.
Customizing Conditional Formatting
If you would like to use other formats other than the ones
Microsoft provides you can change many aspects of the
formats.
Format as Table
The Format as Table button is a great way to apply many features and functions to a range of cells all at
the same time. The cells can have a variety of formats added as well as applying a filter function. This
saves time by quickly formatting a range of cells so that headings, data and totals are easily separated.
Table Name
Excel automatically applies a name to every table created in a worksheet. Default names are usually
Table 1, Table 2, etc. You can change the name of the table by selecting the Table Tools Design Tab (you
must be in the table to see this tab. Then click in the Table Name field on the Properties group and
typing in a new name. The cells in the table can then all be selected at once using the dropdown in the
Namebox.
Resizing Tables
Table formats will only be applied to a range of cells containing data. For example, you have rows one
through ten populated with data. Formats will only be applied to those ten rows, to extend the
formatted section into unpopulated rows (or columns), you must resize the table.
Resize by dragging
1. Click the handle in the lower right corner of the table.
2. Drag the handle to expand the table
3. Release the mouse button when table reaches the desired size.
Convert to Range
Click inside the table. On the Design tab under the Tools group click the Convert to Range button to
remove the Table feature from the range of cells. Although formats will remain applied to cells, the
range will no longer operate as a table (you can not access the Table Design ribbon) and the AutoFilter
option will be removed.
Formatting a Table
Once a range of cells has been formatted as a table it is extremely easy to modify those formats and to
change the amount of information the table displays. The entire format scheme can be changed by
clicking on various formats displayed in the Table Styles group. Tables can be further customized by
clicking the check boxes in the Table Style Options group.
Cell Styles
Instead of applying several formats to a single
cell, Excel has included a series of preformatted
styles. This allows the user to change the look
of a cell with a single mouse click.
Themes
Themes are similar to styles in a lot of ways, they share the goal of unifying a document into a concise
set of formats, but there is one major difference. While styles focus on individual cells, themes are
meant to control an entire document. When a theme is used, it affects not only text, but tables, graphic
objects, text boxes and cover pages.
Insert Worksheets
By default, workbooks are comprised of three sheets. If more sheets are required, they can easily be
added with a few clicks of the mouse.
1. Click the sheet to the right of the position you want the new sheet to
appear. For example, if you click Sheet 2, the new sheet will appear
between Sheet 1 and Sheet2.
2. Activate the Home Ribbon
3. Click the “Insert” button in the Cells Group.
4. Select “Insert Sheet”
5. A new sheet will be added to the tabs at the bottom of the page.
Note: New sheets can also be added by right clicking a sheet tab and selecting insert or by clicking the
new sheet button located adjacent to the named sheets.
Reposition Worksheets
Move or copy Dialog Box
1. Right Click the tab of the sheet to move or copy.
2. Select “Move or Copy” from the menu.
3. The Move or Copy window will appear (pictured at right).
4. Select the book to move the worksheet to. By default the
current workbook is selected but other open workbooks
can be selected by clicking the dropdown.
5. Click on the sheet below where you want the sheet to be
placed. In the example at right, we want to move Sheet 3
so that it is between Sheet 2 and Sheet 4, so Sheet 4 would be clicked.
6. Click OK.
7. The sheet will immediately move to the new location
Note: The “Create a copy” checkbox, will keep the original worksheet in place, but will place a
second copied worksheet in a new location.
Drag Method
If a spreadsheet needs to be moved to a new location in the current workbook, the drag method may be
easier and faster.
Delete a Worksheet
1. Click the sheet to delete.
2. Activate the Home Ribbon
3. Click the “Delete” button in the Cells Group.
4. Select “Delete Sheet”
5. The sheet will immediately disappear from the tabs at the bottom
of the workbook.
Hide/Unhide Worksheets
Occasionally you may have a worksheet that you may need to keep but do not need to view on a regular
basis. For example the data that makes up a chart. You want to have the chart visible, but not the data
required to make the chart. The sheet containing that data can be hidden, and accessed only when a
change needs to be made.
Hide Worksheets
1. Activate the sheet to be hidden
2. Activate the home ribbon
3. Click the Format button in the Cells group
4. Select “Hide & Unhide”
5. Click “Hide Sheet”
6. The sheet will immediately disappear.
Unhide Sheet
1. Activate the home ribbon
2. Click the Format button in the Cells group
3. Select “Hide & Unhide”
4. Click “Unhide Sheet”
7. The Unhide dialog box will appear.
5. Click on the sheet to unhide from the list provided.
6. Click OK
7. The sheet will immediately reappear in the workbook.
Margins
Margins determine the amount of space between the data in your worksheet and the edge of the paper.
They are specific to worksheets, so Sheet 1 can have different margins than Sheet 2.
Paper Size
In some cases, a regular piece of copy paper may not accommodate the large
amount of data contained on a worksheet; other situations may demand a smaller
spreadsheet on a half sheet. Excel allows users to change the size of the paper they
are printing on.
Adding Backgrounds
Excel 2007 allows the user to add a background to an excel worksheet, this could be your departmental
logo or watermark. Although useful, it is important to remember that backgrounds are only visible in
the electronic form of the document. A background will not appear on a printed worksheet.
Note: To remove all hard page breaks and return a spreadsheet back to its original soft break form,
Click “Reset all page breaks.”
4. Headers and Footers are split into three sections (left, center and right), click the section in
which you would like to add text.
5. Type text or use one of the preformatted sets of text under the Header and Footer dropdowns
or under the Header and Footer Elements.
Note: the dropdowns under the Header and footer are preformatted to include the location of
the item, text from these dropdowns will go directly to the left, right, or center, the user does
not get to choose the location.
6. Text will appear in desired location and will be printed at the appropriate location on all pages of
a spreadsheet.
7. When all text has been added to the Header and Footer, click in the spreadsheet portion of the
worksheet.
8. If desired, click the normal view button in the lower right corner of your screen to return to
the original view of your worksheet.
Print Titles
Similar to Headers and Footers, print titles appear at the top of every page. However, they differ in their
overall purpose, information in headers and footers relate to the overall worksheet, a title, page
numbers, etc. Print titles are meant to display column or row headings at the top (or right side) of every
page. In other words, when there is enough data to extend onto multiple pages, print titles will repeat
the column or row headings so that data on subsequent pages can easily be interpreted.
7. Click the expand dialog box button to open the dialog box again.
8. Click OK
9. Click print preview to ensure that the print titles were applied.
Print Area
The Print Area feature allows a user to specify ONLY a specific range of cells to be printed. When
completed, the rules will remain in place until they are removed. This feature should only be used if the
range is the only portion of the worksheet that will ever be printed and will only very rarely be a need to
print the entire worksheet.
Note: The Print Area can also be accessed by launching the Page Setup dialog box.
Caution: If different portions of a worksheet need to be printed on a regular basis, select the
desired cells and in the print dialog box, click the radio button next to selection.
Scale to Fit
Often times there may be a spreadsheet that is just a little bigger than the space allowed on a page. It
often works out, so that only one line or one column extends onto the next page. Although there are
various ways to modify the layout of a document to force it onto the desired number of pages, the scale
to fit option can often take much of the guess work out of the process.
Modifying Scale
The Scale option is located in the Scale to Fit Group on the Page Layout Ribbon. Use the roll box to
increase or decrease the scale of all aspects of the worksheet. In other words, this will allow you to
shrink all portions of the worksheet at once.
Freeze Panes
When worksheets get long it is often difficult to see the areas that need to be reviewed. Various
methods have already been discussed for viewing long spreadsheets while printed, but very often work
is done just by looking at the computer screen. Fortunately, Excel has a Freeze panes feature that will
force a specific row or column to always appear on-screen. This is most often used to freeze column
and row headings in place, allowing scrolling through the remaining data.
7. Click OK
Sheet Options
By default, items such as the gridlines and column headings are always present in Excel
to help users organize data as it is entered. However, these items may not always need
to be viewed. At other times it may be helpful to have these items printed onto paper
along with other data. Excel 2007 makes modifying this very easy.
1. Activate the Page Layout Ribbon
2. Locate the Sheet Option Group.
3. Click the checkboxes next to view or print under each category.
4. The changes will immediately be applied to the worksheet.