Excel NOTES      Project 1

Type your name and Excel project 1 in the right side of the header

·        Autofit  Autofill

·        Save as Properties Change the title to which project # you’re working on

·        Create linking formulas = Copy >Paste Special>Paste as a Link

·        Use the Name Box to get to where you’re going    TYPE A3>ENTER

·        Clicking the check is the same thing as enter or return

·        BOOK ERROR Pg EX=46 The Book says Wholesale Cost and it say Unit Price in the Picture

·        Open your Browser    what does this mean?

·        Hold down the shift key to select all three sheets

·        Select Column and rt click for Column width same thing for row

·        Round Tripping , Notice the icon

·        Templates are save by default in the Template folder on the C drive

C:\Windows\Application Data\Microsoft\Templates notice the template icon has a line across the top

 

Project 2

Type your name and Excel project 2 in the right side of the header

·        Pg EX-56 When you click and drag from word to Excel don’t let up on the button, just hold it over the Excel icon and Excel will open then go to cell c5

·        Make sure you open the different Sales sheet from My Computer so they open in the correct format

·        Pg EX-64 Task 6 #2 When naming a RANGE don’t use any spaces

·        Check each named range in the name box to make sure it is correctly defined.  A5:g19

·        After Sorting all the ranges in descending order by Total, click on each sheet to check it. Pg EX 67

·        VLOOKUP  An Excel function that searches for a value in the leftmost column of a table, and then returns a value in the sam row from a column you specify in the table.

vlookup(lookup value,table array, column index number, range lookup)

                (   a5=product #,     range,        7,       false means an exact match only)

·        Spelling is important when naming ranges or the Vlookup won’t work

·        IF FUNCTION    IF(logical test, value if true, value if false)

The IF function can retrun numeric constants or text strings. To include more thatn one test in an IF function, the additional tests must be nested within the I
F function.

·        If fig 2.26 doesn’t’look right check the data of each sales sheet to make sure it’s correct.

NOTES  PROJECT 3 EXCEL

Type your name and Excel project 4 in the right side of the header

Format the sheet

·        Apply currency to all sales sheet

·        Apply accounting format to sales summary

Create a Macro

·        No space or capital letters when naming a macro

·        The stop recording button is a little square don’t click the X in the macro box by mistake

·        Shortcut for Macro is Alt + F8

Insert a Column 

·         when you choose a column heading and Insert>Column, the column is placed before the column selected.

Sorting 

·        most important to select the data and the click on the Data menu to sort

Subtotal in Excel is the sum of a range of related cells.

·        When you add subtotals to a worksheet, Excel adds buttons for collapsing and expanding the outline.

Custom Views

 

NOTES PROJECT 4 EXCEL 

Type your name and Excel project 4 in the right side of the header

 

3-D Consolidated Formula   

·        In Excel you can consolidate data; data in more that one worksheet, In this case the 3-D references use the SUM function to total a specific cell for a range of worksheets with an identical structure.

= FUNCTION(name of First Worksheet:Name of Last Worksheet! Reference)

Apply Currency Format to Cells

·        Hold down the Control Ket to select nonadjacent cells

·        Read directions ahead and then check against the figures

Custom Number Formating

·        Excel provides many preset formatting options for numbers, there are times when you will want to create custom number formats. Custom number formats use format codes that describe how you want to display a number date time or text.

Data Validation

·        Data validation features allow you to specify valid entries for a cell or range of cells and also return a data validation message to users when they select a cell for data entry

·        Don’t select the total rows!

·        You’ll be applying data validation to each worksheet with you knowledge of macros you can automate this task

Conditional Formatting

·        A format such as a font color or style that Excel automatically applies to a cell if a specified condition is met.

·        Check totals and formatting. There is a tendency to enter the wrong totals on the individual sales sheets.

Modify page setup and Custom Views

·        Report manager must be installed (if you’re doing this at home, you’ll need to put in your CD. To install go to TOOLS>ADD INS> Check the Report Manager box and Click Install

·        You can use Excel’s Report Manager add-in to combine worksheets, view and scenarios into reports for printing.

·        Header and Footer looks different from word, Page # is the 2nd icon