Friday, April 15, 2011

How to Include a Signature When Sending Excel Email As an Attachment Button


Create the Signature Line
1. Open the Excel worksheet.
2. Click on the worksheet where you wish to insert a signature line.
3. Click the 'Insert' tab on the command ribbon.
4. Click the down-arrow on the 'Signature Line' button in the 'Text' group. A drop-down list appears.
5. Click 'Microsoft Office Signature Line.' A 'Signature Setup' dialog box opens.
6. Type the information to appear under the signature line: suggested signer, suggested signer's title, suggested signer's email address and instructions.
7. Select the check box for 'Allow the signer to add comments in the Sign dialog.'
8. Select the check box for 'Show sign date in signature line.'
9. Click 'OK,' then the signature line appears on the worksheet.
Sign the Excel Signature Line
10. Open the Excel worksheet.
11. Right-click the signature line. A list of commands appears, including 'Sign.'
12. Click 'Sign.'
13. Type your name in the text box. You can opt to select an image file to open in the signature line.
14. Save this worksheet.
Email the Excel Attachment
15. Open the email program.
16. Click to open a new email message screen.
17. Attach the Excel file.
18. Type a message that refers to the attachment.
19. Send the email message with the attached Excel file.
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How to Reduce the Size of an Excel Spreadsheet


1. Make a backup copy of the file you want to reduce.
2. Open the Excel document and hit 'Ctrl' ' End' in each tab of the spreadsheet. You're looking for the last cell with data in it, in effect the lowest, right-most cell in the worksheet. For many sheets, this cell will be well outside of what you might have thought the spreadsheet contained.
3. Select unused columns by clicking on a column header, then holding down the 'Ctrl' 'Shift' 'Right Arrow' keys. This will select all columns to the right of the one you selected, including the one you selected. Press the 'Delete' key.
4. Select unused rows by clicking on a row header, then holding down the 'Ctrl' 'Shift' 'Down Arrow' keys. This will select all rows beneath of the one you selected, including the one you selected. Press the 'Delete' key.
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How to Ungroup Worksheets in Excel


1. Start Microsoft Excel 2007 and open a workbook from your files that contains worksheets that are grouped together.
2. Locate the worksheet tabs at the bottom left of the opened workbook. The sheet tabs that are white are the ones that are grouped together.
3. Hold down the CTRL key on your keyboard and click on the sheet tab of the worksheet that you want to ungroup from the rest of the worksheet group. Once you do this, the worksheet will be turn back to its set color and become separated from the existing group.
4. Release the CTRL key on your keyboard after you have ungrouped the worksheet.
5. Continue to hold down the CTRL key and click to select sheet tabs of the worksheets you no longer want to be included in the group.
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How to Unprotect a Microsoft Excel Document


Microsoft Excel 2010
1. Click the 'File' tab and click 'Open.' Navigate to the file you want to unprotect, select the file and click 'Open.'
2. Select the “Review” tab on the ribbon at the top of the screen, and click “Unprotect Sheet” from the Review menu.
3. Enter the file’s password if prompted to do so.
Microsoft Excel 2003
4. Click “File” on the toolbar and then select “Open.” Navigate to folder that contains the protected spreadsheet. Select the file and click “Open.”
5. Select the “Tools” drop-down menu, select “Protection” and choose “Unprotect Worksheet.'
6. Enter the file’s password if prompted to do so.
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Thursday, April 14, 2011

How Do I View Two Excel Spreadsheets on Two Screens?


1. Open the first document you wish to view through Excel. This will open your document on one screen.
2. Click on the Start Menu at the bottom left of your computer screen, then open Microsoft Excel again. This will open Excel in a separate window.
3. Click 'File' then 'Open' from the toolbar at the top of the Excel window, then find and open the second file you wish to view. You now have two files open, in two separate Excel windows. This makes it easy to click back and forth between files, plus copy and delete information as needed.
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How to Make a Flowchart in Microsoft Office


1. Open Microsoft Word from the 'Microsoft Office' folder under 'All Programs' in the Start menu. Select a new document in Microsoft Word.
2. Click on 'Shapes' under the Insert tab to see a list of available shapes. The flowchart category has several shapes useful for creating flowcharts.
3. Select a shape you like, and then click on the document to add the shape in that position. You can move the shape by clicking on it and then dragging across the document while holding down the mouse button. Edit your shape using the options available in the menu at the top, and add a text box if you want to label the shape.
4. Repeat step 3 to create a full flowchart suited to your needs. You can use the shapes available under 'Lines' in the Shapes menu to create lines to connect your flowchart. Experiment to find a flowchart that fits your style.
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How to Make an Inventory Spreadsheet


1. Open your software. If you need automatic updates with SharePoint, use Excel 2010. If you are creating a simple list for insurance purposes, use a word processing program with tables or a spreadsheet program.
2. Determine the data labels to include in your inventory spreadsheet. If you are doing a home inventory, for example, include 'Value' as a column heading, in addition to labels such as 'Item' and 'Serial Number.' For a retail inventory, create headings such as 'Wholesale Cost' and 'Retail Price.'
3. Enter your column headings across the first row of your table. Set the first column as the index -- or unique identifier -- of the information for that row. For example, a SKU for business inventory, or an item's name for home use.
4. Enter the data in the rows and columns. Every item in a row provides further information related to its index. In a retail inventory, for example, enter the retail price, wholesale cost and item description for the same SKU. For a home inventory, enter information that further defines the item, such as size, value and cost.
5. Maintain your inventory manually by adding items as they are bought or otherwise acquired, and deleting items as they sold or otherwise removed.
6. Automatically update your inventory using SharePoint. SharePoint lists automatically update Excel spreadsheets provided you have read permission for the SharePoint list. In SharePoint, select the 'Export to Spreadsheet' option from the List tab, in the Connect Export group. Select 'File Download,' 'Open,' and then 'Enable' to synchronize the data with your computer. In Excel, select 'Refresh' in the External Table Data group on the Design tab to see the updated information.
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Tuesday, April 12, 2011

How to Resize a Chart in Excel


1. Start Microsoft Excel 2007 and open an existing workbook that contains a chart or create a chart from existing Excel data.
2. Click on the chart you want to resize so it is selected. A light blue outline will surround the chart when it is selected.
3. Point to one of the corners or edges of the selected chart where you see three small dots. Your mouse will turn into a double-headed arrow when you hover over the areas that you can resize.
4. Click with your mouse on the edge of the chart where you see the three areas and drag the mouse either outward (to make the chart larger) or inward (to make the chart smaller.)
5. Release the mouse button when you are happy with the resizing you have just completed. The chart will now be resized as you specified.
6. Continue to click and drag the sides and corners of the Excel chart until you get it exactly the size you want.
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How to Delete a Drop Down Box in Excel


Remove the Drop-Down Only
1. Select the cells that have drop-down boxes.
2. Click the 'Data' tab and choose 'Data Validation.'
3. Remove the check in the box labeled 'In-cell dropdown.' Click 'OK.'
Remove Data Validation
4. Select the cells that have drop-down boxes.
5. Click the 'Data' tab and choose 'Data Validation.'
6. Select 'Any value' under 'Allow.' Click 'OK.'
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How to Create a Floating Bar Chart in Microsoft Excel 2003


1. Set up your spreadsheet data with at least two rows of data. One of the rows of data will be what you actually want to show in the graph, and the other data set needs to have values that are less than the data set you want to show.
2. Highlight the data set. Click on the 'Insert' menu at the top of the screen, and then click on 'Chart' to bring up the chart options.
3. Click on the 'Bar' option from the list of chart type options on the left-hand side to bring up all of the bar chart options. Click on the 'Stacked Bar Chart' option, click 'Next' twice, and then click 'Finish' to build chart in the spreadsheeet.
4. Click on the lower series of data in the chart to select it. Right-click, and click on the 'Format Series' command to bring up the Series options window.
5. Click on the 'Patterns' tab. Select 'None' under Border and Area, and Click 'OK.' The upper series should be the only part showing on your graph, and it should be 'floating' above the axis.
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How to Solve Linear Programming in Excel


1. Set up the linear program in the form:Maximize c(transpose)xSubject to: Ax ≤ b, x ≥ 0where c, x, A, and b are matrices. The objective function can also be minimized or equal to some number z. The constraints are in linear form. X does not have to have a non negative constraint. These differences in the linear program depend on the specific problem. However, it is imperative that the linear program be set up correctly. Be sure to make all calculations for the cTx, Ax, and b matrices in Excel before you solve the linear program. You can begin by either setting all values of x to 1 or leaving them unknown. It can be helpful to name the cells by clicking 'Insert' in the toolbar, 'Name,' and 'Define.' The names of the cells can by typed into Solver directly.
2. Open Solver and input the necessary cells. In order to input a cell, click on the Excel icon to the right of the text box, and then click on the desired cell. The 'Set Target Cell:' is the objective function. 'By changing Cells:' are the variables in your linear program, which is the x matrix. Click on 'Add' to add a constraint. The cell reference is the Ax matrix. Choose the type of constraint (greater than or equal to, less than or equal to, or equal to) from the pull down menu. The constraint is the b matrix. If x is non-negative, add this constraint for each x value.
3. Choose a correct linear model from the 'Select a Solving Method:' pull down menu. Standard form linear programs generally use a LP Simplex solving method. If x has a non-negative constraint, check the box 'Make Unconstrained Variables Non-Negative.'
4. Solve the linear program by clicking on 'Solve.' Allow Solver to think for a moment. If Solver finds a solution a dialogue box with the title 'Solver Results' will pop-up. You are given the choice of keeping the solver solutions or restoring all cells to their original value.
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How to Sort by Cell Color


1. Click the first cell in the range of cells you want to sort. Drag down and across to highlight each of the cells that needed to be sorted by their color.
2. Navigate to the tab labeled 'Data.' Click the 'Sort' button at the left side of the 'Sort and Filter' grouping.
3. Click the 'Column' drop-down box underneath the 'Sort By' heading. Select the column in the range you want to sort.
4. Select the 'Sort On' drop-down menu and choose 'Cell Color.' Click the 'Order' drop-down menu and select the color you want to sort by, such as 'Green' or 'No Cell Color.'
5. Click the final drop-down menu and choose either 'On Top' or 'On Bottom' to specify where the sorted cells should be arranged. Click 'OK' to sort the range of cells by their color.
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Monday, April 11, 2011

How to Create a Loan Amortization Table in Excel


1. Download the free Amortization Schedule for Excel 1.6 spreadsheet program available by Vertex42 and CNET. The program is designed for the layman and makes it easy to create a loan amortization table that quickly visualizes the relationships between a loan's principal, its time period and interest rate. Once created, the table may be changed by adjusting any of these variables on-the-fly. The flexibility of this template makes it easy to see how the loan is affected by the occasional extra payment. It also demonstrates the consequences of a missed payment. The table supports all the popular payment schedules, from weekly to annual payments. It optionally allows payment information to be rounded.
2. Download a Microsoft template for loan amortization. The company that makes Excel also makes its own amortization tables available to users. These are provided for free from the Microsoft Office website. The template takes advantage of Microsoft's own financial formulas built in to the Excel program. The variables for a fixed interest rate, payment schedule and loan principal are input and the template creates an interactive amortization table to show all the relationships. In addition to the table itself, the Microsoft template also creates a loan summary section where the overall parameters and outcomes of the loan are spelled out. This includes the total amount of interest paid after the loan cycle completes.
3. Buy a more robust loan amortization package from a company such as the Spreadsheet Store, which provides a set of six Excel loan analysis spreadsheets for a fee of $25 as of March 2010. While all loans have similar parameters, the Loan Calculator for Excel package creates an amortization schedule for many different scenarios for added flexibility to nearly any loan situation. Some loans follow a 'balloon' style which requires a large lump sum at the end of the payment term. Other loans break the loan cycle up into a graduated repayment plan where the initial round of payments cover the interest only. Still other loans do not use a fixed interest rate and thus the payment sizes can change periodically. This package of spreadsheets covers all these loan situations and more so the user is ready to visualize any credit opportunity with greater clarity. In addition to the loan amortization tables, these spreadsheets also create graphs that depict the loan parameters in a particularly visual layout.
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How to Create Tabs in an Excel Spreadsheet


1. Open Microsoft Excel. There will be multiple tabs at the bottom with the name 'Sheet' and a number for each tab. Each of these tabs is a separate worksheet. Click on the tab to open that worksheet.
2. Right-click on the tab and select 'Rename' to change the name on the tab.
3. Add tabs to the file by right-clicking on a tab and selecting 'Insert.'
4. Copy an existing worksheet as a new tab by right-clicking on a tab and selecting 'Move or Copy.' Choose where to place the new tab and select the copy check box to leave the original tab in its location.
5. Rearrange tabs by dragging them to a new location among the tabs.
6. Delete unused worksheet tabs by right-click on the tab for the worksheet that you do not want and selecting 'Delete.'
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How to Paste Special in Microsoft Word


1. Start Microsoft Word and open an existing file or start a new document.
2. Copy the text you want to paste from another Word file or other application.
3. Place your cursor in your open Word document where you want to paste the copied text.
4. Right-click and choose 'Paste' from the shortcut menu. You can also use the keyboard shortcut of CTRL V to paste the text into the new location. After you paste, a clipboard will appear at the end of the pasted text.
5. Hover your mouse over the clipboard until an arrow appears to the right of the clipboard.
6. Click on the clipboard arrow to show a drop-down menu. These are your paste special options.
7. Choose 'Keep Source Formatting' to keep the formatting that was in the original document. 'Match Destination Formatting' matches the formatting of the pasted text to the surrounding formatting within the document to which you are pasting. 'Keep Text Only' pastes the text you have copied while ignoring any type of formatting.
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