Tuesday, August 13, 2013

How to Add Data to a Pivot Table


1. Double-click the Excel file that contains your PivotTable to open it with Excel 2010.
2. Navigate to the source data for the PivotTable. This may be in a separate area of the worksheet, or on a separate worksheet. If your data is on a separate worksheet, you can chance worksheets by clicking on the correct worksheet tab at the bottom of the window.
3. Add your desired row or column of data. You can also modify the existing data, if you need to.
4. Navigate to your PivotTable and select any cell in the table. Click the 'Options' tab at the top of the screen, and then click the 'Change Data Source' button. Excel 2010 will automatically move to your source data and open a 'Move PivotTable' window.
5. Click on the top-left cell in your source data, and hold the mouse button as you drag the mouse to the bottom-right cell. Then release the mouse button and click 'OK' on the 'Move PivotTable' window. The PivotTable will now update to include the added data.
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Monday, August 12, 2013

How to Use the Color of an Active Cell in Excel


1. Highlight the range of data you want to sort.
2. Select the Home tab at the top of the page, then click on 'Sort Filter' in the Editing group and then click 'Custom Sort...' to open the Sort dialog box.
3. Check the box labeled 'My data has headers' if you highlighted data header rows when selecting your data.
4. Choose the column by which you want to sort your data under 'Sort by' and then select Cell Color under 'Sort On.'
5. Choose the color by which you want to sort under 'Order.' All colors present in your data range, including 'No Cell Color,' will be available as options. Choose whether you want that data placed on top or on the bottom.
6. Add additional sorting levels by clicking 'Add level' and or 'Copy level,' if desired.
7. Click 'OK' to view your sorted data.
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How to Link Word 2007 Excel 2007 Documents


1. Open the Microsoft Word 2007 file on your computer that you want to link an Excel 2007 file into. Click on the area in your document where you want the link to appear.
2. Click on the 'Insert' tab and then click on the arrow next to the 'Object' field.
3. Click on the 'Text from File...' option from the drop-down menu and then the Insert File dialog box will appear.
4. Select the Excel 2007 file on your computer that you want to link into your document.
5. Click on the 'Insert as Link' option and then the Excel 2007 will appear as a clickable link within your document.
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How to Calculate Range in Excel


1. Open a new worksheet in Microsoft Excel. For the purposes of this article, type a series of numbers into column A, beginning with '1' in cell A1 and ending with '10' in cell A10.
2. Click on cell B1, which should be blank, and type '=MAX(A1:A10)' to find the highest number in the data sample you entered. In this case, it will be 10.
3. Click on cell B2, which is also blank, and type '=MIN(A1:A10)' to find the lowest number in the data sample. In this example, it will be 1.
4. Click on the blank cell B3 and type '=B1-B2' to calculate the range by subtracting the minimum value of your data from the maximum value. In the above example, the range is 9.
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Sunday, August 11, 2013

How to Hide Formulas in an Excel Spreadsheet


1. Locate the cells with the formulas you want to hide.
2. Select those cells by clicking and dragging with your mouse.
3. Right-click on your selection, and select 'Format cells' from the resulting menu. In the window that appears, select the tab titled 'Protection' and check the check box labeled 'Hidden.' Click 'OK' to finish.
4. Finally, select the 'Review' tab in Excel's main window, and select the 'Protect Sheet' option. This final step will ultimately hide your formulas. If you want to view them again, disable the protection on the sheet. You can also password-protect the sheet if need be.
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How to Sort in Microsoft Excel 2007


1. Open your data file in the Excel 2007 program. Place your mouse over the first letter that represents your first column (usually column A). A down-pointing arrow will appear. Left-click your mouse and hold, then drag the mouse across to select all of your columns. Let go of the mouse and look through the file to assure that all of your columns are highlighted (selected).
2. Click the 'Data' tab on the Excel 2007 main menu. Go to the 'Sort Filter' section. Click 'Sort'---a dialog box will appear.
3. Choose the column letter by which you want to sort your list under the 'Sort by' box. For instance, if you have a mailing list containing last name (as column A), first name (as column B), address (as column C) and phone number (as column D), you'll probably want to sort your list by last name (column A), so that you can refer to customers by name quickly. If you plan to call all customers within a certain area code, you'd sort the list by phone number (column D).
4. Select your 'Sort On' attribute. The choices are values, cell color, font color and cell icon. The values choice will be most commonly selected---this looks at the data inside of each cell. The other three options are format-based. For instance, if you have color-coded various cells in your list and want to display them all next to each other on the sheet, you would sort on 'cell color.' The same is the case for cell fonts and icons you have inserted into the cell using 'Conditional Formatting' (see Resources for more information on cell icons).
5. Pick the 'Order' that you want the information to sort by. For values, it is either A to Z or Z to A. For the other sort options (cell color, font, icon), you choose which color or icon you want to appear first or last and the rest will settle in between. Click 'OK' to sort the data.
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How to Make All Excel Rows the Same Height


1. Open Microsoft Excel.
2. Hold the 'Ctrl' key and press 'A' to select all cells.
3. Right-click any row number and select 'Row Height...' from the pop-up menu.
4. Enter a point size for the cell in the 'Row Height' window and click 'OK' to set all rows to that size. Alternatively, you can click and drag the line between row numbers to change them visually. When you release your mouse button, all rows will appear at the selected height.
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How to Calculate the Percent Change in Excel


1. Open Microsoft Excel.
2. Click the cell where you want the calculation to be performed.
3. Type '=(B-A)/A' and press 'Enter' to calculate the decimal change from 'A' to 'B.' Replace 'A' with the original number, and 'B' with the new number. As an example, to calculate the decimal change on a sale which reduced the original price of $120 to the sale price of $80, you would enter '=(80-120)/120' and press 'Enter.' This produces 0.3333. You can also use cell references, such as '=(A2-A1)/A1' where 'A1' references the first row of the 'A' column.
4. Right-click the cell, and select 'Format Cells...'
5. Click 'Percentage' under the 'Category' list of the 'Number' tab. Select the number of 'Decimal places' and click 'OK' to change the decimal change into percent change. The default number of decimal places is two. In the example, 0.3333 is converted into '33.33%.'
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How to Create Check Boxes


Set Up Word or Excel
1. Click 'Start' > 'All Programs' > 'Microsoft Office' and then either 'Microsoft Word 2010' or 'Microsoft Excel 2010.'
2. Select 'Options' from the 'File' tab in Microsoft Office or Microsoft Excel's ribbon. Select 'Customize Ribbon.'
3. Select the 'Developer' check box under 'Main Tabs.' Click 'OK.'
Check Boxes in Word
4. Select 'Design Mode' from the 'Developer' tab of the ribbon.
5. Click the place on the document where you want to insert the check box.
6. Click the 'Check Box Content Control' icon in the 'Controls' group of the Developer tab.
7. Select 'Properties' in the 'Controls' group of the Developer tab. Enter an optional title or tag. Change any other optional settings pertaining to formatting and click 'OK.' Enter labels and instructions.
8. Add more check boxes if you desire groups. Select the group of check boxes by pressing the Ctrl key and clicking on each you want. Select 'Group' from the 'Controls' group of the Developer tab.
9. Select 'Save' from the 'File' tab.
Check Boxes in Excel
10. Select 'Insert' from the 'Developer' tab of the ribbon bar. Select the check-box icon in the 'Form Controls' group.
11. Select the cell of the Excel worksheet where you want the upper left corner of the check-box control located.
12. Select 'Properties' from the 'Controls' group of the Developer tab.
13. Select one of three initial states for 'Value' for the check box: unchecked (default), checked or mixed (applies for groups of check boxes where one or more values may be checked initially).
14. Enter the cell reference that contains the initial value of the check box under 'Cell link,' e.g., $C$1. You may click the icon and then click the cell in the spreadsheet if you prefer. Click 'OK.'
15. Click to the right of the check box to edit the label text. Select 'Save' from the 'File' tab.
Protect the Word Form for Distribution
16. Select 'Restrict Editing' on the Developer tab in Word.
17. Check the box for 'Allow only this type of editing in the document' in section two of the 'Restrict Formatting and Editing' pane located on the right of your screen. Select 'Filling in forms' from the drop-down list in section two 'Editing restrictions.'
18. Click 'Yes, Start Enforcing Protection' in section three 'Start enforcement.' You may enter a password or leave the password fields blank. Click 'OK.'
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Sunday, July 28, 2013

How to Change Row Colors in Pivot Table


1. Open Microsoft Excel 2003, then open the workbook containing the pivot table you want to change the row colors.
2. Click the tab in the Excel workbook for the sheet that contains the pivot table. If workbook tabs are hidden, click the 'Tools' link in the menu bar, then click the 'Options' link in the drop-down menu to open the 'Options' dialog box. Click the 'View' tab in the dialog box, check the box next to 'Sheet tabs,' then click the 'OK' button.
3. Select one of the rows in the pivot table you want to change the color. Click the first cell in the row, then drag the pointer to the final cell. Do not select the row by clicking on the row number as this will result in the row color you apply extending beyond the limits of the pivot table.
4. Right click over the row you have selected and click the 'Format Cells' link in the context menu.
5. Click the 'Patterns' tab, then click the color you want from the set of colors displayed in the 'Cell Shading' section.
6. Click the 'OK' button to close the 'Format Cells' window and apply the color you chose to the row you selected. Repeat the process to apply color to other rows in the pivot table.
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How to Remove Excel From Shared Mode


1. Click the Windows Start icon and select 'All Programs.' Click 'Microsoft Office,' then click 'Microsoft Excel.' The spreadsheet software opens.
2. Press the 'Ctrl' and the 'O' keys to open the 'Open' dialog window. Double-click the file you want to edit.
3. Click the 'Review' ribbon tab, then click 'Protect and Share Workbook.' This button opens a sharing configuration window.
4. Remove the check mark next to the 'Allow changes by more than one user at the same time.' Click 'OK' to save the changes.
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How Do I Change Margins on One Page of a Document in Microsoft Word?


1. Highlight all of the text on the page where you want to change the margins.
2. Open the 'Page Setup' dialogue box.
3. Enter your desired margin sizes in each corresponding margin field.
4. Click the drop-down arrow next to 'Apply to' and choose 'Selected text.'
5. Click 'OK' to finish adding margins.
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How to Create a Chart in Excel 2007


1. Create data that can be charted. Open Excel 2007, and either open an existing worksheet or use the default. Enter or create some data that supports the creation of a chart, for example the amount of sales by product over a period of time. This data should be in the form of a table, with the element values to be charted populating the left hand column and the data series, or information about the elements, in the cells across from each element. More than one series, for example the quarters in a year, can be included for each element. Title the data series across the top of the table and do not leave any blank spaces in the table.
2. Select the data to be charted. Left-click and drag a box around the data to select it. Make sure to include both the data and the labels.
3. Choose the chart type. Select 'Insert' on the Excel 2007 ribbon and then choose from the chart types listed in the 'Charts' section. For a chart type that's not visible, select the 'Other Charts' icon. The chart will be placed on the worksheet near the table of data. By default, the series will be listed across the bottom, or 'x-axis,' and the elements will be listed to the side. The element values will be listed on the left, or 'y-axis' of the chart.
4. Position the chart. Left-click on any white space on the chart, and move it to the desired location.
5. Format the chart. Right-click on the chart and a variety of options will appear in a dialog. Change the font displayed within the chart, change the chart type and select different chart data by selecting the relevant item from the list. To change the chart's appearance, select 'Format Chart Area,' and then select from the options to change the chart's 'Fill,' 'Border Color,' 'Border Styles,' 'Shadow' and '3-D Format.'
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Saturday, July 27, 2013

How to Calculate IRR


1. Set up a new spreadsheet with each row showing the cash inflows and outflows by year. For example, Row 1 would have the cost of the new equipment at time zero (the date of purchase). Row 2 would have the expected manufacturing cost savings in year 1. Row 3 would have the savings in year 2, etc.
2. Choose 'Insert/Function' from the main menu. Select 'All Functions' and choose 'IRR' from the list.
3. A box will appear that asks you to define the values, and for a guess. Highlight your cash inflows and outflows in your spreadsheet to be the relevant values. For a guess, choose the default of .10. There will almost never be a need to make another, different guess, unless you are dealing with multiple IRRs.
4. The formula calculates your internal rate of return (IRR) in percentage format and inserts the answer into your chosen cell. If you do not wish the formula to round the percentage, choose 'Increase Decimal' on your toolbar to add decimal places.
5. Compare the calculated internal rate of return (IRR) to your benchmark rate for investments. For example, if your other alternative is to invest that initial capital outlay in another investment, you would compare the IRR to the rate you would earn on another investment. If the rate of return is higher than your benchmark rate, you would choose to invest in the project. If you are calculating IRRs on multiple potential projects, you would choose the project with the highest IRR.
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How to Convert Mac Office 2003 Excel to Windows Excel 2003


1. Connect the flash drive to your Mac computer. In a moment you are going to see a desktop icon appear for the device.
2. Open Microsoft Office 2003 and load the file you want to convert over to Windows.
3. Click 'File,' 'Save' and select the flash drive as your save location.
4. Eject the flash drive by dragging it down to the trash can in the lower right corner of your desktop dock. Once the icon is gone you can safely remove the device from your Mac.
5. Connect the flash drive to your Windows computer. Launch Microsoft Office Excel 2003.
6. Click 'File,' followed by 'Open.' Select the flash drive and choose the Excel file you saved from the Mac. Click 'Open' and the file is opened into the program.
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