1Creating A Worksheet And An Embedded Chart

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Microsoft Excel 20101Creating a Worksheetand an Embedded ChartObjectivesYou will have mastered the material in this chapter when you can: Describe the Excel worksheet Create a Clustered Cylinder chart Enter text and numbers Change a worksheet name andworksheet tab color Use the Sum button to sum a rangeof cells Copy the contents of a cell to arange of cells using the fill handle Change document properties Preview and print a worksheet Apply cell styles Use the AutoCalculate area todisplay statistics Format cells in a worksheet Correct errors on a worksheetProperty of Cengage Learning1439078467 Ch01.indd 17/6/10 2:17:46 PM

Microsoft Excel 20101Creating a Worksheetand an Embedded ChartIntroductionAlmost any organization collects vast amounts of data. Often, data is consolidated into asummary so that people in the organization better understand the meaning of the data. AnExcel worksheet allows data easily to be summarized and charted. A chart conveys a visualrepresentation of data. In this chapter, you will create a worksheet that includes a chart.The data in the worksheet and chart includes data for donations made to a not-for-profitorganization that operates in several cities.Project PlanningGuidelinesThe process of developing a worksheet that communicates specific information requirescareful analysis and planning. As a starting point, establish why the worksheet is needed.Once the purpose is determined, analyze the intended users of the worksheet and theirunique needs. Then, gather information about the topic and decide what to include in theworksheet. Finally, determine the worksheet design and style that will be most successful atdelivering the message. Details of these guidelines are provided in Appendix A. In addition,each project developed in this book provides practical applications of these planningconsiderations.Project — Worksheet with an Embedded ChartThe project in this chapter follows proper design guidelines and uses Excel to createthe worksheet shown in Figure 1–1. The worksheet contains fundraising data for theSave Sable River Foundation. The Save Sable River Foundation raises funds to carefor the environment and preserve the usability of a river that flows through six cities.The foundation raises funds by using five different fundraising activities. Through aconcentrated marketing campaign and providing visible results to the communities,the Save Sable River Foundation quickly became a popular local institution. Afterseveral years of successful fundraising, senior management requested an easy-to-readworksheet that shows lifetime fundraising amounts for each fundraising technique bycity. In addition, they asked for a chart showing lifetime fundraising amounts becausethe president of the foundation likes to have a graphical representation that allows himquickly to identify stronger and weaker fundraising activities by city.EX 2Property of Cengage Learning1439078467 Ch01.indd 27/6/10 2:17:48 PM

Microsoft Excel 2010data inworksheetClusteredCylinder chartFigure 1–1The first step in creating an effective worksheet is to make sure you understandwhat is required. The person or persons requesting the worksheet should supply theirrequirements in a requirements document. A requirements document includes a needsstatement, a source of data, a summary of calculations, and any other special requirementsfor the worksheet, such as charting and Web support. Figure 1– 2 on the following pageshows the requirements document for the new workbook to be created in this chapter.EX 3Property of Cengage Learning1439078467 Ch01.indd 37/6/10 2:17:48 PM

BTWEX 4 Excel Chapter 1 Creating a Worksheet and an Embedded ChartExcel 2010 FeaturesWith its what-if analysistools, research capabilities,collaboration tools,streamlined user interface,smart tags, chartingfeatures, Web capabilities,hundreds of functions,and enhanced formattingcapabilities, Excel 2010 isone of the easier and morepowerful spreadsheetprograms available.Its dynamic analyticalfeatures make it possibleto answer complicatedwhat-if questions and itsWeb capabilities allow youto create, publish, view,share, and analyze data onan intranet or the WorldWide Web.BTWrequirementsdocumentWorksheetDevelopment CycleSpreadsheet specialistsdo not sit down and startentering text, formulas,and data into a blankExcel worksheet as soon asthey have a spreadsheetassignment. Instead, theyfollow an organized plan,or methodology, thatbreaks the developmentcycle into a series oftasks. The recommendedmethodology for creatingworksheets includes:(1) analyze requirements(supplied in arequirements document);(2) design solution;(3) validate design;(4) implement design;(5) test solution; and(6) document solution.Figure 1– 2OverviewAs you read this chapter, you will learn how to create the worksheet shown inFigure 1–1 on the previous page by performing these general tasks: Enter text in the worksheet Total data in the worksheet Format the text in the worksheet Insert a chart into the worksheet Identify the worksheet with a worksheet name Preview and print the worksheetBTWPlanAheadBTWsFor a complete list of theBTWs found in the marginsof this book, visit theExcel 2010 BTW Web page(scsite.com/ex2010/btw).General Project GuidelinesWhile creating an Excel worksheet, you need to make several decisions that will determinethe appearance and characteristics of the finished worksheet. As you create the worksheetshown in Figure 1–1, you should follow these general guidelines:1. Select titles and subtitles for the worksheet. Follow the less is more guideline. The lesstext in the titles and subtitles, the more impact the titles and subtitles will have. Usethe fewest words possible to specify the information presented in the worksheet to theintended audience.(continued)Property of Cengage Learning1439078467 Ch01.indd 47/6/10 2:17:50 PM

2. Determine the contents for rows and columns. Rows typically contain information thatis analogous to items in a list, such as the fundraising techniques used by an organization. Columns typically contain descriptive information about items in rows or containinformation that helps to group the data in the worksheet, such as the locations in whichthe organization operates. Row headings and column headings are usually placed inalphabetical sequence, unless an alternative order is recommended in the requirementsdocument.PlanAheadBTW(continued)3. Determine the calculations that are needed. You can decide to total data in a variety ofways, such as across rows or in columns. You also can include a grand total.4. Determine where to save the workbook. You can store a workbook permanently, or saveit, on a variety of storage media including a hard disk, USB flash drive, CD, or DVD. Youalso can indicate a specific location on the storage media for saving the workbook.5. Identify how to format various elements of the worksheet. The overall appearance ofa worksheet significantly affects its ability to communicate clearly. Examples of how youcan modify the appearance, or format, of text include changing its shape, size, color, andposition on the worksheet.6. Decide on the type of chart needed. Excel can create many different types of charts, suchas cylinder charts and pie charts. Each type of chart relays a different message about thedata in the worksheet. Choose a type of chart that relays the message that you want toconvey.7. Establish where to position and how to format the chart. The position and format of thechart should command the attention of the intended audience. If possible, position thechart so that it prints with the worksheet data on a single page.Excel Chapter 1Creating a Worksheet and an Embedded Chart Excel Chapter 1 EX 5WorksheetDevelopmentThe key to developing auseful worksheet is carefulplanning. Careful planningcan reduce your effortsignificantly and result in aworksheet that is accurate,easy to read, flexible, anduseful. When analyzing aproblem and designing aworksheet solution, youshould follow these steps:(1) define the problem,including need, sourceof data, calculations,charting, and Web orspecial requirements;(2) design the worksheet;(3) enter the data andformulas; and (4) test theworksheet.8. Choose a name for the worksheet. Each worksheet in a workbook should be named toclarify its purpose. A good worksheet name is succinct, unique to the workbook, andmeaningful to any user of the workbook.9. Determine the best method for distributing the workbook. Workbooks and worksheetscan be distributed on paper or electronically. The decision regarding how to distributeworkbooks and worksheets greatly depends on your intended audience. For example,a worksheet may be printed for inclusion in a report, or a workbook may be distributedusing e-mail if the recipient intends to update the workbook.When necessary, more specific details concerning the above guidelines are presented atappropriate points in the chapter. The chapter also will identify the actions performed anddecisions made regarding these guidelines during the creation of the worksheet shown inFigure 1–1 on page EX 3.After carefully reviewing the requirements document (Figure 1– 2) and making thenecessary decisions, the next step is to design a solution or draw a sketch of the worksheetbased on the requirements, including titles, column and row headings, the location of datavalues, and the Clustered Cylinder chart, as shown in Figure 1– 3 on the following page.The dollar signs, 9s, and commas that you see in the sketch of the worksheet indicateformatted numeric values.Property of Cengage Learning1439078467 Ch01.indd 57/6/10 2:17:51 PM

EX 6 Excel Chapter 1 Creating a Worksheet and an Embedded ChartSave Sable River FoundationLifetime Fundraising SummaryAllentown 99,999.99CorporateDirect MailFun RunsGovernmentPhone-a-thonTotal 999,999.99Chamber CityPattonsvilleSable VillageStrongvilleTown of CaryTotal 99,999.99 99,999.99 99,999.99 99,999.99 99,999.99 99,999.99 999,999.99 999,999.99 999,999.99 999,999.99 999,999.99 9,999,999.99sketch ofworksheetLegend ofFundraisingTypesAllentownChamber CityPattonsvilleSable VillageStrongvilleTown of CaryFigure 1– 3BTWFor an introductionto Windows 7 andinstruction abouthow to perform basicWindows 7 tasks, readthe Office 2010 andWindows 7 chapter atthe beginning of thisbook, where you canlearn how to resizewindows, changescreen resolution,create folders, moveand rename files, useWindows Help, andmuch more.The Ribbon and ScreenResolutionExcel may change howthe groups and buttonswithin the groups appearon the Ribbon, dependingon the computer’s screenresolution. Thus, yourRibbon may look differentfrom the ones in thisbook if you are using ascreen resolution otherthan 1024 768.With a good understanding of the requirements document, an understanding of thenecessary decisions, and a sketch of the worksheet, the next step is to use Excel to createthe worksheet and chart.To Start ExcelIf you are using a computer to step through the project in this chapter and you wantyour screens to match the figures in this book, you should change your screen’s resolutionto 1024 768. For information about how to change a computer’s resolution, refer to theOffice 2010 and Windows 7 chapter at the beginning of this book.The following steps, which assume Windows 7 is running, start Excel based ona typical installation. You may need to ask your instructor how to start Excel for yourcomputer. For a detailed example of the procedure summarized below, refer to the Office2010 and Windows 7 chapter.1Click the Start button on the Windows 7 taskbar to display the Start menu.2Type Microsoft Excel as the search text in the ‘Search programs and files’ textbox and watch the search results appear on the Start menu.3Click Microsoft Excel 2010 in the search results on the Start menu to start Excel and displaya new blank workbook in the Excel window.4If the Excel window is not maximized, click the Maximize button next to the Close buttonon its title bar to maximize the window.Property of Cengage Learning1439078467 Ch01.indd 67/6/10 2:17:51 PM

Selecting a CellYou can select any cell byentering its cell reference,such as B4, in the Namebox on the left side of theformula bar.BTWSelecting a CellTo enter data into a cell, you first must select it. The easiest way to select a cell (makeit active) is to use the mouse to move the block plus sign mouse pointer to the cell andthen click.An alternative method is to use the arrow keys that are located just to the right ofthe alphanumeric keys on a standard keyboard. An arrow key selects the cell adjacent tothe active cell in the direction of the arrow on the key.You know a cell is selected, or active, when a heavy border surrounds the cell andthe active cell reference appears in the Name box on the left side of the formula bar.Excel also changes the active cell’s column heading and row heading to a gold color.For an introductionto Office 2010 andinstruction abouthow to performbasic tasks in Office2010 programs, readthe Office 2010 andWindows 7 chapterat the beginning ofthis book, where youcan learn how to starta program, use theRibbon, save a file,open a file, quit aprogram, use Help,and much more.Entering TextIn Excel, any set of characters containing a letter, hyphen (as in a telephone number), orspace is considered text. Text is used to place titles, such as worksheet titles, column titles,and row titles, on the worksheet.Select titles and subtitles for the worksheet.Worksheet titles and subtitles should be as brief and meaningful as possible. A worksheettitle could include the name of the organization, department, or a description of thecontent of the worksheet. A worksheet subtitle, if included, could include a more detaileddescription of the content of the worksheet. Examples of worksheet titles are December2010 Payroll and Year 2011 Projected Budget, and examples of subtitles are MarketingDepartment and Rent and Utilities, respectively.PlanAheadDetermine the contents of rows and columns.As shown in Figure 1– 4, data in a worksheet often is identified by row and column titlesso that the user of a worksheet easily can identify the meaning of the data. Rows typicallycontain information that is similar to items in a list. Columns typically contain descriptiveinformation about items in rows or contain information that helps to group the data in theworksheet. Examples of row titles are Product and Total, and examples of column titles areName and Address.PlanAheadworksheet titleExcel Chapter 1Creating a Worksheet and an Embedded Chart Excel Chapter 1 EX 7worksheet subtitlecolumn titlesrow titlesFigure 1– 4Property of Cengage Learning1439078467 Ch01.indd 77/6/10 2:17:52 PM

EX 8 Excel Chapter 1 Creating a Worksheet and an Embedded ChartTo Enter the Worksheet TitlesAs shown in Figure 1– 4 on the previous page, the worksheet title, Save Sable River Foundation, identifies theorganization for which the worksheet is being created in Chapter 1. The worksheet subtitle, Lifetime FundraisingSummary, identifies the type of report.The following steps enter the worksheet titles in cells A1 and A2. Later in this chapter, the worksheet titleswill be formatted so they appear as shown in Figure 1– 4.1 If necessary, click cellQ&AA1 to make cell A1 theactive cell (Figure 1– 5).What if I make amistake while typing?If you type the wrongletter and notice theerror before clickingheavy borderthe Enter box orindicates cellA1 selectedpressing the ENTERkey, use the BACKSPACEkey to delete all thecharacters back to andincluding the incorrectletter. To cancel theentire entry beforeFigure 1–5entering it into thecell, click the Cancel box in the formula bar or press the ESC key. If you see an error in a cellafter entering the text, select the cell and retype the entry.2 Type SaveSable RiverFoundation inQ&Acell A1 and then pointto the Enter box inthe formula bar toprepare to entertext in the active cell(Figure 1– 6).Why did theappearance of theformula bar change?Enter boxtext displayedin formula barCancel boxinsertion pointtext in activecell overflowsinto adjacentcells to the rightNote: To help you locatescreen elements thatare referenced in thestep instructions, such asbuttons and commands,this book uses red boxesto point to these screenelements.Q&AExcel displays the titlein the formula bar andin cell A1. When youbegin typing a cellentry, Excel displaystwo additional boxesFigure 1– 6in the formula bar:the Cancel box and the Enter box. Clicking the Enter box completes an entry. Clicking theCancel box cancels an entry.What is the vertical line in cell A1?The text in cell A1 is followed by the insertion point. The insertion point is a blinking verticalline that indicates where the next typed character will appear.Property of Cengage Learning1439078467 Ch01.indd 87/6/10 2:17:54 PM

3 Click the Enter box to complete theQ&Aentry and enter a worksheet title(Figure 1– 7).Enter box andCancel box nolonger displayedWhy does the entered text appearin three cells?When the text is longer than thewidth of a column, Excel displaysthe overflow characters in adjacentcells to the right as long as thoseadjacent cells contain no data. If theadjacent cells contain data, Excelwould hide the overflow characters. Excel displays the overflowcharacters in the formula barwhenever that cell is the active cell.Excel Chapter 1Creating a Worksheet and an Embedded Chart Excel Chapter 1 EX 9text enteredinto cell A1Figure 1– 74 Click cell A2 to select it. Type Lifetime FundraisingSummary as the cell entry. Click the Enter box to complete theQ&Aentry and enter a worksheet subtitle(Figure 1– 8).What happens when I click the Enterbox?When you complete an entry byclicking the Enter box, the insertionpoint disappears and the cell inwhich the text is entered remainsthe active cell.worksheet subtitleentered into cell A2Figure 1– 8Other Ways1. To complete entry, clickany cell other than activecell3. To complete entry, press2. To complete entry, press4. To complete entry, pressENTERLEFT ARROW, or RIGHTHOME, PAGE UP, PAGEDOWN, or ENDARROW.UP ARROW, DOWN ARROW,The AutoCorrect feature of Excel works behind the scenes, correcting commonmistakes when you complete a text entry in a cell. AutoCorrect makes three types ofcorrections for you:BTWAutoCorrect1. Corrects two initial capital letters by changing the second letter to lowercase.2. Capitalizes the first letter in the names of days.Q&AsFor a complete list of theQ&As found in many ofthe step-by-step sequencesin this book, visit theExcel 2010 Q&A Web page(scsite.com/ex2010/qa).3. Replaces commonly misspelled words with their correct spelling. For example,it will change the misspelled word recieve to receive when you complete the entry.AutoCorrect will correct the spelling of hundreds of commonly misspelled wordsautomatically.Property of Cengage Learning1439078467 Ch01.indd 97/6/10 2:17:55 PM

EX 10 Excel Chapter 1 Creating a Worksheet and an Embedded ChartTo Enter Column TitlesThe column titles in row 3 (Allentown, Chamber City, Pattonsville, Sable Village, Strongville, Town of Cary,and Total) identify the numbers in each column. In the case of the Save the Sable River Foundation data, the citiesidentify the funds raised using each fundraising type. The cities, therefore, are placed in columns. To enter thecolumn titles in row 3, select the appropriate cell and then enter the text. The following steps enter the columntitles in row 3.1 Click cell B3 to makeit the active cell(Figure 1– 9).active cellreference inName boxchanges to B3B3 is active cellFigure 1– 92 Type Allentownto begin entryof a column titlein the active cell(Figure 1–10).Allentown displayedin formula bar andcell B3Figure 1–10Property of Cengage Learning1439078467 Ch01.indd 107/6/10 2:17:57 PM

3 Press the RIGHT ARROWQ&Akey to enter a columntitle and make the cellto the right the activecell (Figure 1–11).Excel Chapter 1Creating a Worksheet and an Embedded Chart Excel Chapter 1 EX 11Why

Creating a Worksheet and an Embedded Chart 1 Describe the Excel worksheet Enter text and numbers Use the Sum button to sum a range of cells Copy the contents of a cell to a . or a workbook may be distributed using e-mail if the recipient intends to update the workbook.

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