Microsoft Office Tutorials and References
In Depth Information
In this chapter, you will learn how to perform basic workbook tasks using Excel.
The following roadmap identies general activities you will perform as you progress
through this chapter:
Descriptive, Overview Roadmap
1. ENTER TEXT in a blank worksheet.
2. CALCULATE SUMS AND USE FORMULAS in the worksheet.
3. SAVE the WORKBOOK using the le name, Bob Gleamin Budget.
4. FORMAT TEXT in the worksheet.
5. INSERT a pie CHART into the worksheet.
6. Assign a NAME to the worksheet TAB .
7. PREVIEW AND PRINT the WORKSHEET .
At the beginning of step instructions throughout the chapter, you will see an
abbreviated form of this roadmap. The abbreviated roadmap uses colors to indicate
chapter progress: gray means the chapter is beyond that activity, blue means the
task being shown is covered in that activity, and black means that activity is yet to be
covered. For example, the following abbreviated roadmap indicates the chapter would
be showing a task in the Save Workbook activity.
1 ENTER TEXT | 2 CALCULATE SUMS & USE FORMULAS | 3 SAVE WORKBOOK | 4 FORMAT TEXT
5 INSERT CHART | 6 NAME TAB | 7 PREVIEW & PRINT WORKSHEET
The key to developing a useful worksheet is careful planning. Careful planning can reduce your effort signicantly and result in
a worksheet that is accurate, easy to read, exible, and useful. When analyzing a problem and designing a worksheet solution,
what steps should you follow?
• Dene the problem, including need, source of data, calculations, charting, and web or special requirements.
• Design the worksheet.
• Enter the data and formulas.
• Test the worksheet.
After carefully reviewing the requirements document (Figure 1– 2 on the
previous page) and making the necessary decisions, the next step is to design a solution
or draw a sketch of the worksheet based on the requirements, including titles, column
and row headings, the location of data values, and the 3-D pie chart, as shown in
Figure 1– 3. The dollar signs and commas that you see in the sketch of the worksheet
indicate formatted numeric values.
With a good understanding of the requirements document, an understanding of
the necessary decisions, and a sketch of the worksheet, the next step is to use Excel to
create the worksheet and chart.
For an introduction to
Windows and instruction
about how to perform
basic Windows tasks,
read the office and
Windows chapter at the
beginning of this topic,
where you can learn
how to resize windows,
change screen resolution,
create folders, move
and rename les, use
Windows Help, and