Microsoft Office Tutorials and References
In Depth Information
Overview
Overview
As you read this chapter, you will learn how to create the worksheet shown in
Figure 6–1 by performing these general tasks:
• Create and format the template
• Add a worksheet to the workbook
• Reference data on other worksheets
• Create a Clustered Cone chart and add WordArt to the chart
• Print the worksheet with proper page breaks
• Create a workspace and consolidate data by linking workbooks
Plan
Ahead
General Project Decisions
While creating an Excel worksheet, you need to make several decisions that will determine
the appearance and characteristics of the fi nished worksheet. As you create the worksheet
to meet the requirements shown in Figure 6–2, you should follow these general guidelines:
1. Design the template and plan the formatting. Templates help speed and simplify work
because Excel users often work with the same types of problems over and over again.
Using a template allows you to begin your work with a preformatted worksheet. In the
case of the NextDVR Profi t Potential worksheet, the template saves the work of format-
ting the three region worksheets and the consolidated worksheet. The formatting is
done once in the template, and then that formatting automatically is carried over to the
new worksheets.
2. Identify additional worksheets needed in the workbook. After the template is created
using dummy data and the required formulas (Figure 6–4 on page EX 424) and then
saved, it will be copied to a workbook made up of four worksheets. Actual data for the
three regions will replace the dummy data on the three region worksheets. The data
from the three region worksheets then will be consolidated on the company worksheet.
3. Plan the layout and location of the required chart. The chart requires additional artwork,
including a callout, and would therefore be more suited for placement on a new work-
sheet. A Clustered Cone chart type is a proper choice for this chart because data from a
few vendors is compared. The tapering of the cones allows space for additional elements,
such as the callout, without any overlapping.
4. Examine the alternatives for printing a number of worksheets, including headers,
margins, and page breaks. When working with multiple worksheets, using properly for-
matted page headers and footers is important. Excel allows you to print page numbers
and the sheet name of each sheet. In addition, margins and page breaks also can be
adjusted to provide professional looking printed worksheets.
5. Identify workbooks to be consolidated into a workspace and then linked to create a
consolidated workbook of the initial workbooks. The special requirement for the project
listed in the requirements document (Figure 6–2) asks that methods to combine workbooks
together should be investigated. Each of the three regions has sent a similar workbook that
represents their own profi t potentials. Excel allows you to work with these workbooks in
a workspace and then link the workbooks together to provide a consolidated view of the
data in the workbooks.
(continued)
 
 
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