Saturday, July 23, 2011

How to Sum the Span of Cells of Microsoft Excel 2003


1. Create the numbers in the cells that you wish to sum the span of. To sum the span of cells, you will first need to create a series of numbers that you wish to be summed. You can create lists vertically or horizontally depending on your preference.
2. Select the cells that you wish to sum by highlighting them. To highlight the cells that you wish to sum the span of, simply left-click on the first cell and hold the mouse button in as you drag the cursor over the other cells that you wish to sum. Release the mouse button once you have highlighted the desired cells, and they will stay highlighted.
3. Use the 'sum' icon on the command bar to easily implement the formula. The sum icon is located on the top of the command bar in the middle and looks like an 'M' lying on its side. A drop-down menu will open when you click on the sum icon. Select “sum” to create the formula.
4. Save changes to your spreadsheet. You will want to make sure that you save the changes you just made by clicking on the “file” tab and selecting “save.”
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How to Enter a Comment in Excel 2007


1. Open an Excel 2007 spreadsheet.
2. Use one of the following methods to bring up a comment box: Right-click the cell and select 'Insert Comment' from the list; right-click the cell and press 'Shift' 'M'; use the keyboard shortcut 'Shift' 'F2'; or select the cell, click the 'Review' tab on the ribbon and select 'New Comment' from the 'Comments' group.
3. Enter your text into the comment box. Highlight the text and add any formatting options including bold, italics, color, font type and size. Click outside the 'Comments' box to close it.
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Friday, July 22, 2011

How to Check for Duplicate Records in Excel


1. Click the 'Home' tab.
2. Click 'Conditional Formatting' in the 'Styles' box in the Office ribbon.
3. Select 'Highlight Cell Rules' and then 'Duplicate Values.' The 'Duplicate Values' box will open.
4. Select 'Duplicate' from the drop-down box and choose the color for the highlighted duplicates. Click 'OK.' Excel will show all duplicate values in the color that was chosen.
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How to Change the Vertical Axis Numbers on an Excel Bar Chart


Using Chart Tools
1. Click on the vertical axis numbers on the chart area. This action opens a selection box.
2. Click on the 'Layout' tab under 'Chart Tools.'
3. Choose 'Axes->Axes->Primary Vertical Axis->More Primary Vertical Axis Options.' Choose the factor you would like to change. For example, if you want to change the interval between tick marks to 100, write '100' in the top box.
4. Press 'Close.' Excel will automatically update the graph with the new numbers.
Manual Change
5. Click on the number you want to change in the Excel worksheet (not on the graph). For example, if you want to change a vertical axis number from 2,000 to 2,001 on the chart, click on '2,000' cell on the worksheet.
6. Enter the number into the cell.
7. Press 'Enter.' Excel automatically updates the chart for you.
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How to Align Double


1. Create a new Excel 2007 spreadsheet from the circular 'Office' tab of the Ribbon. Select 'New' and then 'Blank Workbook' to create a new, blank spreadsheet. Save your document as an Excel 2007 file format from the 'Save As' button from the 'Office' tab.
2. Switch to 'Page Layout' view from the 'View' tab of the Ribbon. Page Layout view allows you to see the parameters of your print document including margins, column width and row height. It also allows you to view the alignment of your cells to prepare them as tags.
3. Right-click the column header and select 'Column Width' to input your tag width. Type the width of your tag in inches, centimeters or millimeters by entering the appropriate units after the value. For example, to make a tag that is two inches wide, input '2in' without the quotation marks.
4. Right-click the row header to the left of the screen and select 'Row Height' to input the height of your tag. Type the height of your tag followed by the appropriate units. Create duplicate cell parameters in the adjacent cells so that when you print, you can fold your tag in half or cut and reverse it to create a double-sided tag.
5. Highlight your cells and click the 'Home' tab of the Ribbon. Click the 'Borders' button from the Font area and select 'All Borders.' Borders will show you the alignment of each tag after you print your document.
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How to Edit a Picture in Excel


1. Right-click on the 'Start' button in the bottom-left corner of the Windows desktop.
2. Select 'All Programs' and then select 'Microsoft Office.'
3. Scroll down to the bottom of the Microsoft Office programs choices and select 'Microsoft Office Tools.'
4. Scroll down in the tool selection category and select 'Microsoft Office Picture Manager.'
5. Click 'Pictures' in the pane on the left side of Microsoft Office Picture Manager.
6. Select the picture that is in the Excel spreadsheet.
7. Click 'Edit Pictures' in the tool bar of the picture manager and an 'Edit Pictures' pane will open.
8. Edit pictures by selecting 'Color,' 'Crop,' 'Resize,' 'Compress' or 'Auto Correct.'
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How to Merge Two Excel Workbooks Into One


1. Save your original file as a shared file. With the workbook open, Under 'Tools' select 'Share Workbook.' Check the 'Allow Changes' box, then click the 'Advanced' option. Input the number of days you'd like to allow track changes for. It's a good idea to set this for several days after you plan to merge the two workbooks or meet with the individual(s) in charge of the other workbooks, in case you need to make additional changes at that time. Click 'OK.' Save when prompted.
2. Create a copy of the original workbook. Under 'File' select 'Save As' and give the new workbook a different title. For example, you might append the file name using the employee in charge of the new workbook.
3. When you are ready to merge the two workbooks, open the original workbook (saved to your desktop or some other location). Under 'Tools' select 'Merge Workbooks.' In the pop up window, select the workbook to be merged. At this point, the new workbook should be accessible (either uploaded to your desktop from an email or located in a shared drive folder). Save when prompted.
4. Repeat Step 3 for each additional file you wish to merge, saving when prompted.
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Thursday, July 21, 2011

How to Update Links in Excel


How to Update Links in Excel
1. Open Excel workbook in which you want to update links.
2. Select the 'Edit' menu from the menu list.
3. Select 'Links' from the drop-down list.
4. In the 'Edit Links' pop-up window, select 'Update Values'.
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Wednesday, July 20, 2011

How to Compare Merge Workbooks That Are Greyed Out


1. Share the workbook that needs to be compared and merged. This can be done by clicking 'Tools' then 'Share Workbook.' This is an initial step that needs to be completed before sending the workbook out to be reviewed.
2. Save all workbooks that have changes or additions with unique file names that differ from the original workbook's file name. Also, ensure they are all saved in the same folder as the original workbook before attempting to use the Compare and Merge feature.
3. Click the 'Compare and Merge Workbooks' buttons located on the toolbar. When prompted, select the workbooks that you wish to merge into the original, and click 'OK.' You can merge multiple copies of the workbook by pressing 'Shift' while you are selecting the various workbooks.
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Tutorial on Microsoft Excel 2003


1. Click 'Start,' 'All Programs,' 'Microsoft Office,' and then Microsoft Office Excel 2003. Excel 2003 will launch.
2. Click on any cell in the worksheet to select it.
3. Type numerical data or text in a selected cell and then press 'Enter' to enter information into the cell.
4. Click on the 'Sheet' tabs at the bottom of the window to work in different worksheets. Each sheet acts as its own separate workspace within the same Excel workbook.
5. Click on a cell, hold down the mouse button and then drag the mouse across the spreadsheet to select a block or range of cells. Selecting ranges of cells allows you to perform actions on all the cells at once. For instance, you can select a group of cells and then press 'Delete' to delete the data they contain.
6. Select a range of cells containing data, click 'Insert' and then 'Chart' to insert a graph. A chart creation wizard will appear. Select the chart type you want from the list, click 'Next' several times and then 'Finish.'
7. Select a cell by pressing the '=' button, type in a formula and then press 'Enter' to have the cell display the result of the formula. You can reference the values in other cells while entering a formula by clicking on the desired cell while entering the formula.
8. Hold down the 'Control' key and then press 'S' to save the current workbook. You will have to enter a name for the workbook and then click the 'Save' button when saving the project for the fist time.
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Tuesday, July 19, 2011

How to Send a Mass Email From an Excel Spreadsheet


Send a Mass Email from an Excel 2003 Spreadsheet
1. Make an Excel spreadsheet containing all of the information you will need for your mass email, such as your contacts' names and email addresses. Enter a heading into the first cell in each column. Save and close the Excel spreadsheet.
2. Open Outlook and minimize it. Open Word and type your email, leaving blanks where you want the recipients' names and other personal information to go. This data will come from the Excel spreadsheet you created.
3. Go to the 'Tools' menu. Point to 'Letters and Mailings' and select 'Mail Merge.' Under 'Select Document Type,' click 'Email Messages.' Click 'Next.'
4. Select 'Use Current Document' and click 'Next.' Click 'Browse,' select the Excel spreadsheet you created, click 'Open' and click 'OK.' Sort the recipients list if desired and click 'OK.' Click 'Next.'
5. Click 'More Items' to enter the fields from your Excel spreadsheet. Insert the fields in the appropriate places. The email address field should go at the top of the document and the 'First Name' or similar field should go into the salutation.
6. Click 'Next' to preview your email message. Click 'Next' again to complete the merge. Click 'Electronic Mail' under merge. Enter a subject for your mass email in the 'Subject Line' field and click 'OK.'
Send a Mass Email from an Excel 2007 Spreadsheet
7. Make an Excel spreadsheet containing all of the information you will need for your mass email, such as your contacts' names and email addresses. Enter a heading into the first cell in each column. Save and close the Excel spreadsheet.
8. Open Outlook and minimize it. Open Word and type your email as desired.
9. Go to the 'Mailings' tab of the ribbon and click the 'Start Mail Merge' button. Select 'Email Messages' in the drop-down menu.
10. Click on 'Select Recipients' in the 'Start Mail Merge' group. Find the Excel spreadsheet you created, click 'Open' and click 'OK.' Select fields from the 'Write Insert Fields' group on the 'Mailings' tab of the ribbon. Click 'Greeting Line' to enter a salutation. Click the 'Match Fields' button to match a heading from the Excel spreadsheet to each field you insert.
11. Go back to the 'Mailings' tab and click the 'Finish Merge' button in the 'Finish' group. Click 'Send Email Messages' to send your mass email.
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How to Make a Ledger


1. Open Excel by double-clicking the Excel icon on your desktop. If you don't have an Excel icon on your desktop, you can click 'Start' and then 'All Programs,' followed by 'Microsoft Office.' Then select 'Microsoft Excel.'
2. Enter 'Entry Date' in the A1 field. Enter 'Account Name' in the B1 field. Enter 'Debit/Credit' in the C1 field. Finally, enter 'Amount' in the D1 field.
3. Enter your financial transactions into these four fields to create the general ledger. For example, you purchased office supplies on July 1, 2010, in the amount of $50. For this transaction, you'd enter '7/1/10' in A2 for the entry date, 'office supplies' in B2 for the account name, 'D' in C2 because the transaction is a debit and '$50' in D2 for the amount. Continue entering all your transactions in chronological order.
4. Click the 'Insert' tab, click 'Pivot Table' and then select 'Pivot Table' again if you're using Excel 2010. If you're using an older version of Excel, you'll need to click 'Data,' then 'Pivot Table Pivot Chart Report' and click 'Next.'
5. Left-click on B1 and continue holding down the button to highlight all cells through to the end of the list. For example, if you had 100 transactions added to the general journal, you'd highlight B1 through D101. Click 'Next.'
6. Click 'New Worksheet' and then click 'Finish.'
7. Left-click the 'Name of Account' field and drag and drop it into the 'Row' field area.
8. Left-click the 'Debit/Credit' field and drag and drop it into the 'Column' field area.
9. Left-click the 'Amount' field and drag and drop it into the 'Data' field area.
10. Click the 'Pivot Table' button located in the toolbar and select 'Table Options.'
11. Remove the check mark from the 'Grand totals for rows' check box. Click OK.
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How to Write an Excel VBA Program


1. Find the Excel file that you want to augment by including a VBA program. Double-click on the file to open the spreadsheet.
2. Hold down Alt and press F11 to open the VBA editor. The editor will open up in a new window.
3. Right-click on any of your worksheets, which will be listed in the thin column on the left side of the VBA editor. Move your mouse over 'Insert' and select 'Module.' This will add a new module, which is just something to hold your VBA program, to the list. Double-click on the module that appears, and the right half of the VBA editor will turn white.
4. Click on the right side of the VBA editor. A blinking cursor appears. Enter the following code into the editor:Sub Name()Change 'Name' to whatever you want to name your subroutine. Press Enter to complete the line and the VBA editor will automatically place the 'End Sub' command on a line beneath the cursor. This is how you will start all macros that you create in VBA.
5. Create your program's variables on the next few lines. Start each line with the word 'Dim,' which signifies that you are creating a variable. Type the name of the variable followed by the word 'as,' then the type of variable. For example, both 'Dim x as Integer' and 'Dim y as Variant' are acceptable. If you have multiple variables of the same type, place them on the same line separated by a comma, such as 'Dim x, y as Integer.'
6. Enter the actual code for your program beneath the variables. Enter your code in lowercase, as VBA will automatically capitalize commands that it recognizes, which can help you write your code. VBA will help you complete certain commands. For example, when you enter 'Range(' to begin a line of code that will select a range of cells on the worksheet, VBA will display a small box next to your cursor telling the correct format to complete the argument. When you get to a point in your code where it is obvious that you will need to call certain functions, VBA will automatically display a list of all the functions, letting you select from the list instead of typing it in.
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How to Hide Gridlines in Microsoft Excel 2003


1. Open Excel 2003 and select a workbook to print. Click 'File' on the menu bar and select 'Open.' Browse your files for the workbook. Click the workbook and select the 'Open' button.
2. Click 'Tools' on the menu bar once the Excel 2003 workbook opens and select 'Options.'
3. Click the 'View' tab once the Options dialog box opens.. Locate the 'Windows Options' section and uncheck 'Gridlines.' Click 'OK' to confirm your changes. The gridlines on your spreadsheet are now hidden from view.
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Monday, July 18, 2011

How to Add Cells in Excel


Add Blank Cells to an Excel Spreadsheet
1. Highlight the location for the new cells.
2. Click on a cell and drag the mouse until all the cells in the location have been highlighted. The number of cells you select should be equal to the number of cells you want to add.
3. Click on 'Insert' on the toolbar and select 'cells' from the menu.
4. Select 'Shift cells right' or 'Shift cells down.' 'Shift cells right' will move the data in the cells you have selected to the right and put new cells where the old data used to be, while 'Shift cells down' will move the data down, making space for the new cells above.
Create Totals on a Worksheet
5. Enter data in your worksheet. Type in the figures you want to calculate in a column or a row.
6. Click on the cell where you want the sum total to appear. This is usually the blank cell beneath, or on the side of, the last cell containing data.
7. Click the 'Autosum' button on the toolbar to add the numbers. This will display a formula for the calculation that corresponds to the cells in the range. You can manually adjust the formula if you want to remove some of the cells or include others.
8. Press the 'Enter' key to accept the formula and proceed with the calculation. The sum of the figures will appear in the cell.
9. Find more help on how to add cells on Excel at Microsoft.com. The 'Help and How-to' home page lists the different versions of Microsoft Office products (see Resources below). You can search for information that is specific to your version of Excel.
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