Microsoft Office Tutorials and References
In Depth Information
6. Gather information regarding the needed Web query. You must also know what information
the Web query requires in order for it to generate results that you can use in Excel.
7. Choose names for the worksheets. When a workbook includes multiple worksheets,
each worksheet should be named. A good worksheet name is succinct, unique to the
workbook, and meaningful to any user of the workbook.
In addition, using a sketch of the worksheet can help you visualize its design. The sketch
for Silver Dollars Stock Club Portfolio Summary worksheet (Figure 2–3 on the previous page)
includes a title, a subtitle, column and row headings, and the location of data values. It also
uses speciﬁ c characters to deﬁ ne the desired formatting for the worksheet as follows:
1. The row of Xs below the leftmost column deﬁ nes the cell entries as text, such as stock
names and stock symbols.
2. The rows of Zs and 9s with slashes, dollar signs, decimal points, commas, and percent
signs in the remaining columns deﬁ ne the cell entries as numbers. The Zs indicate that
the selected format should instruct Excel to suppress leading 0s. The 9s indicate that the
selected format should instruct Excel to display any digits, including 0s.
3. The decimal point means that a decimal point should appear in the cell entry and indicates
the number of decimal places to use.
4. The commas indicate that the selected format should instruct Excel to display a comma
separator only if the number has enough digits to the left of the decimal point.
5. The slashes in the third column identify the cell entry as a date.
6. The dollar signs that are not adjacent to the Zs in the ﬁ rst row below the column head-
ings and in the total row signify a ﬁ xed dollar sign. The dollar signs that are adjacent to
the Zs below the total row signify a ﬂ oating dollar sign, or one that appears next to the
ﬁ rst signiﬁ cant digit.
7. The percent sign (%) in the far right column indicates a percent sign should appear
after the number.
When necessary, more speciﬁ c details concerning the above guidelines are presented
at appropriate points in the chapter. The chapter also will identify the actions you per-
form and decisions made regarding these guidelines during the creation of the worksheet
shown in Figure 2–3 on page EX 85.
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
To Start Excel
If you are using a computer to step through the project in this chapter and you want
your screen to match the ﬁ gures in this topic, you should change your computer’s resolu-
tion to 1024
768. For information about how to change a computer’s resolution, read
The following steps, which assume Windows Vista is running, start Excel based on
a typical installation of Microsoft Ofﬁ ce on your computer. You may need to ask your
instructor how to start Excel for your computer.
Note: If you are using Windows XP, see Appendix F for alternate steps.