Microsoft Office Tutorials and References
In Depth Information
To Change Workbook Properties and Save the Workbook
With the data entered into the worksheet, the following steps save the workbook
using the ﬁ le name, Silver Dollars Stock Club Portfolio Summary. As you are building a
workbook, it is a good idea to save it often so that you do not lose your work if the com-
puter is turned off or if you lose electrical power. The ﬁ rst time you save a workbook, you
should change the workbook properties.
in a Range
An efﬁ cient way to enter
data into a range of
cells is to select a range
and then enter the ﬁ rst
number in the upper-left
cell of the range. Excel
responds by entering the
value and moving the
active cell selection down
one cell. When you enter
the last value in the ﬁ rst
column, Excel moves the
active cell selection to the
top of the next column.
1 Click the Ofﬁ ce Button, click Prepare on the Ofﬁ ce Button menu, and then click Properties.
2 Update the document properties with your name and any other information required.
3 Click the Close button on the Document Properties pane.
Note: If you are using Windows XP, see Appendix F for alternate steps.
4 With a USB ﬂ ash drive connected to one of the computer’s USB ports, click the Save button
on the Quick Access Toolbar.
5 When Excel displays the Save As dialog box, type Silver Dollars Stock Club
Portfolio Summary in the File name text box.
6 If the Folders list is displayed below the Folders button, click the Folders button to remove
the Folders list.
7 If Computer is not displayed in the Favorite Links section, drag the top or bottom edge of
the Save As dialog box until Computer is displayed.
8 Click Computer in the Favorite Links section. If necessary, scroll until UDISK 2.0 (E:) appears in
the list of available drives. Double-click UDISK 2.0 (E:) (your USB ﬂ ash drive may have a differ-
ent name and letter). Click the Save button in the Save As dialog box to save the workbook
on the USB ﬂ ash drive using the ﬁ le name, Silver Dollars Stock Club Portfolio Summary.
One of the reasons Excel is such a valuable tool is that you can assign a formula to a cell
and Excel will calculate the result. Consider, for example, what would happen if you had
to multiply 440
64.59 and then manually enter the product, 28,419.60, in cell F4. Every
time the values in cells D4 or E4 changed, you would have to recalculate the product and
enter the new value in cell F4. By contrast, if you enter a formula in cell F4 to multiply
the values in cells D4 and E4, Excel recalculates the product whenever new values are
entered into those cells and displays the result in cell F4.
Determine the necessary formulas and functions needed.
The formulas needed in the worksheet are noted in the requirements document as follows:
1. Initial Cost (column F) = Shares
Initial Price Per Share
2. Current Value (column H) = Shares
Current Price Per Share
3. Gain/Loss (column I) = Current Value – Initial Cost
4. Percent Gain/Loss (column J) = Gain/Loss / Initial Cost
The necessary functions to determine the average, highest, and lowest numbers are