Thursday, September 26, 2013

How to Use the Auto Filter in Microsoft Excel 2003


1. Highlight the cells and columns you wish to apply the auto filter to. Click and hold the mouse button in as you scroll the cursor over the desired groups of cells and columns, release the mouse button and they will remain highlighted.
2. Apply the auto filter. Scroll to “Data” and select “Auto Filter” from the submenu. Downward arrows will appear over all the columns you highlighted, from the top portion of the highlighted columns.
3. Filter the data as desired. Click on any down arrow to filter data in that column. When you click on the arrow a submenu will open. You can filter data by selecting the following options: 'Ascending' (which will sort the data as it ascends the workbook), 'Descending' (which will filter the data as it descends the workbook), 'Top Ten' (which will filter data by the top results of equations) and 'Custom' (which will open a custom filter menu where you can select custom filter algorithms from the drop-down menus).
4. Turn the auto filter off. To turn off the auto filter scroll to “Data” and click on “Auto Filter” again.
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How to Move the Excel 2007 Pivot Table Field List


1. Open the Microsoft Excel 2007 application on your computer. Click on the 'Microsoft Office' button and the select the 'Open' option.
2. Locate the Excel 2007 file that contains the PivotTable that you want work with and then click on the 'Open' button to load the file onto your spreadsheet.
3. Click on the 'Options' tab if you don't see the PivotTable Field List after you've clicked on your PivotTable. Click on the 'Field List' option from the 'Show/Hide' group.
4. Locate the layout section at the bottom of the Field List and then click on the 'Move Up' option to move any select field in the list up one position. Click on the 'Move Down' option to move a field down one position.
5. Click on the 'Move to Beginning' option to move a field to the top of the list. Click on the 'Move to End' option to move the field to the bottom of the list.
6. Click one of the options to move a field to the 'Report Filter,' 'Row Labels,' 'Column Labels' or 'Values' area of your PivotTable.
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How to Set Excel Macro Security to Medium


1. Open Microsoft Excel. Go to Start–Programs–Microsoft Office–Microsoft Office Excel. Please note that in some versions of Microsoft Office, you will Microsoft Office Excel straight from Programs.
2. Go to the Tools menu at the top of your Excel window.
3. Open the Tools menu and go to Macros.
4. Choose Security from the Macros menu.
5. Choose Medium from the Security Level tab. You also have the options of Very High, High, and Low. For most users High or Medium is best.
6. Click the OK button and restart Excel by closing the program and re-opening it. Your macro security level is now set to medium.
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Wednesday, September 25, 2013

How to Restore MS Excel Toolbar


1. Access the toolbar setting in Microsoft Excel 2008 by going to the “View” menu and selecting “Customize Toolbars and Menus.”
2. Restore the toolbars by clicking the boxes next to the toolbar names. The most commonly used toolbars are the “Standard” and “Formatting” toolbars. If you want these toolbars to appear at the top of the document, click the “Dock” option for each one.
3. Press “OK” to complete to process and return to your document.
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How to Copy an Excel Spreadsheet Into PowerPoint


Copy Entire Worksheet
1. Select the PowerPoint slide in which you want to insert the Excel worksheet. If the slide has multiple content boxes, click the content box where you want the Excel information to appear.
2. Click the 'Insert' tab at the top of the PowerPoint 2010 window. Locate the 'Text' field and select the 'Object' button to open the 'Insert Object' window.
3. Select the radio button next to 'Create from file' on the left side of the window. Then click the 'Browse' button and navigate to the Excel file that you want to add. Place a check next to 'Link' if you want the image of the Excel spreadsheet to update whenever the Excel file changes. Click 'OK' to add the image of the top worksheet in the Excel file to your PowerPoint slide.
Copy Range of Cells
4. Open the Excel 2010 file and select the worksheet that contains the information you want to add to a PowerPoint slide. Click the upper left cell in the range of information and hold down the mouse button. Move the mouse to the lower right cell and release the button. Press 'Ctrl' 'C' to copy the cell information to the clipboard.
5. Open the PowerPoint 2010 presentation and select the slide in which you want to add the Excel information. If multiple object boxes are present on the slide, select the one where you want the Excel information to go. Click the 'Home' tab at the top of the screen and select the 'Paste' button on the far left side of the ribbon. Five options will appear.
6. Select 'Use Destination Styles' to paste the cells as a PowerPoint table and use the same style as the current PowerPoint presentation. Select 'Keep Source Formatting' to paste the cells as a PowerPoint table but keep the exact same appearance as the cells had in the Excel worksheet, including conditional formatting. Select 'Embed' if you want to paste the cells as a small piece of the Excel program, which you can then edit like an Excel worksheet. Select 'Picture' to paste an image of the selected cells. Select 'Keep Text Only' to convert the Excel information into text and paste it into the object box. When you make your selection, the Excel information will appear on your PowerPoint slide.
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How to Get a Percent of a Total on Microsoft Office Excel 2007


1. Use the SUM function to total the values of the cells you want to include in the total. For example, if you want to determine the total of your income for the year and your income for each month is listed in cells A1 through A12, you would use the function SUM(A1:A12).
2. If you want to take a percentage of the total, enter in a new cell '=SUM(Cells you want to include)*Percentage.' For example, if you wanted to use the income mentioned in step 1 and find 10 percent of that income, you would enter '=SUM(A1:A12)*0.1.'
3. If you want to use a percentage found in another cell, enter that cell instead of a number for percentage in the formula '=SUM(Cells you want to include)*Percentage.' For example, if you had the income tax percentage in cell C5, you would enter '=SUM(A1:A12)*C5'.
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How to Make a Chart in Excel 2003


1. Open your workbook in Microsoft Excel 2003 and select the spreadsheet containing the data you want to chart.
2. Highlight the cells containing the data you want included in the chart.
3. Click 'Insert' in the top menu bar and select 'Chart' to launch the Chart Wizard tool. You can also click the 'Chart Wizard' button on the Standard toolbar.
4. Select the 'Standard Types' tab in the dialog box that opens.
5. Select a general chart type (such as 'Bar' or 'Pie') from the 'Chart type' menu and then select a specific style from the adjacent 'Chart sub-type' menu. You can view a live preview of the chart by clicking and holding on the 'Press and Hold to View Sample' button at the bottom-right corner of the dialog box. Click 'Next' after making your choices.
6. Confirm that you selected the correct data previously. If you did not, highlight the data you want included in the chart, or manually enter the cells you want to use in the 'Data ranges' field. In either case, click 'Next' to confirm your selection.
7. Adjust the appearance of the chart in the resulting 'Chart Options' window by selecting the corresponding tab (such as 'Titles' or 'Gridlines'). The available options will vary, depending on the type of chart selected. Click 'Next' after specifying your preferences.
8. Select the 'As object in' option, click the adjacent drop-down menu and then select the name of the spreadsheet into which you want the chart inserted. To add the chart to a new spreadsheet, select the 'As new sheet' option and give the spreadsheet a name in the adjacent field.
9. Click 'Finish' to confirm your choices and generate the chart.
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Copy Pasting in Excel 2007 Freezes My Computer


Detect and Repair
1. Open a new document in Microsoft Excel 2007.
2. Click on the 'Help' tab on the program's task bar. In the drop-down menu, scroll down to the program called 'Detect and Repair.' Click the program to begin it.
3. Allow the 'Detect and Repair' program to run. Hopefully, the program will fix any errors you have with your Microsoft Excel 2007 program. If the error persists, move onto the next section.
Edit Your Registry
4. Click the 'Start' menu and scroll up to 'Run.' Type in 'regedit' in the box and press 'Enter.'
5. Scroll through the folders until you find the pathway that is 'hkey_current_user\software\microsoft\office\10.0\excel.' This is the name for Microsoft Excel 2007. Right-click the folder, click on the option to 'Rename' and change the name to something else. Hit 'Enter' to complete the name change. Exit the registry editor and return to your desktop.
6. Open Excel on your desktop. This may resolve the problem that occurs when you copy and paste cells in the program. However, if it does not, you will need to reinstall the program.
Uninstall and Reinstall
7. Click on 'Start' and scroll up to 'Control Panel.' Choose the option to 'Add/Remove Programs.' Scroll through the list to locate 'Microsoft Excel 2007' and click the option to 'Change/Remove' the program. Follow the instructions to delete the program and restart your computer.
8. Insert the Microsoft Excel 2007 installation disc into your computer. Your computer will read the disk and begin the Installation Wizard. Follow the instructions to install Microsoft Excel 2007 onto your computer. You may need to restart your computer for the installation to take effect.
9. Open Excel 2007. When you open the program, you should now be able to copy and paste cells without the program freezing up on you.
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Tuesday, September 24, 2013

How to Extend the Microsoft Excel Record Limit


Open a New Worksheet
1. Open Excel and the worksheet you have hit your record limit on.
2. Click on the 'Insert Worksheet' button located at the bottom of the Excel workbook. The button looks like a folder with a yellow star and is usually located at the end of the worksheet tabs. You can also press the 'Shift' key plus 'F11.' If you do not have function keys, you can also right click on a worksheet tab and click 'Insert.' Select 'Worksheet' to add another worksheet to your book.
3. Save your workbook and begin doing computations in your new worksheet.
Upgrade to Excel 2007 or 2010
4. Navigate to the Microsoft Office website and download a newer version of Microsoft Office to increase the Excel record limit. You can also purchase a stand-alone version of Excel 2007 or 2010.
5. Install the newer version of Excel on your computer.
6. Open your older workbooks in the newer version of the program. Microsoft products are backwards compatible so you can simply open Excel worksheets from 97 to 2003 in a newer version to take advantage of the larger record limit.
Migrate to a Database Program
7. Download and install a database program such as OpenOffice's Base or Oracle's MySQL, or purchase Microsoft Access.
8. Open the database program and set up a blank database.
9. Import the Excel workbooks or worksheets into the database. Expand your database with the records you need.
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How to Convert Read


1. Open the 'Read-Only' spreadsheet in Microsoft Excel 2007. You can open the file by double-clicking on it from it's current location or in Excel 2007 by clicking on the 'Office' button and then 'Open.' When the 'Open' dialog box open, click on the file and then click 'Open.'
2. Click on the 'Office' button and then 'Save As' to begin the process of saving the file in a earlier, editable version. The 'Save As' dialog box appears.
3. Click the drop-down arrow next to 'File type as' and choose 'Excel 97-2003' Workbook. Choose a file location for the file and then click 'Save.' Close the workbook.
4. Open the workbook in Excel 2003. Click on 'File > Open.' Locate the workbook and click 'Open.' You can now edit the document all you want. It is no longer locked for editing.
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Monday, September 23, 2013

How to Make Three Dimensional Graphs in Excel


1. Open the Excel worksheet that contains the source data.
2. Click and drag to select the worksheet's categories and data to appear in the chart.
3. Click the “Insert” tab on the command ribbon.
4. Click the arrow under the preferred chart type in the “Charts” group -- for example, click “Pie,” “Bar” or “Area.” A gallery of thumbnail charts displays, including “3-D” for three-dimensional options.
5. Click a thumbnail chart in the “3-D” section -- for example, click “3-D Bar.” The source data converts to a three-dimensional chart.
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How to Use Decimal Numbers in Excel


1. Launch Excel and open the worksheet where you want the number formatting changed to decimals.
2. Highlight the cells you want to change. If you want to use a whole column for decimals, click in the shaded box with the column's identification letter, or use the identification number box for rows to highlight the whole row.
3. Select multiple cells, rows or columns by holding down the 'Ctrl' key as you click on other cells, rows or columns after your first selection.
4. Click the 'Home' tab, and then click in the bottom right corner of the 'Number' section, where you will see a small box with an arrow. This launches a window with the full set of number options.
5. Click on 'Number' in the left menu column, and then select your preferred number of decimal places using the arrows in the field next to 'Decimal places' in the middle of the dialog box. You can also manually enter a number into the decimal places selector.
6. Choose any other options you want to modify, such as using a comma to separate digits at every 1,000 and how negative numbers are formatted, and then click 'OK.' Your numbers will appear as decimals.
7. Enter new decimal amounts as you would on any computer keypad, using the period on your keyboard to indicate a decimal point. If you have a numeric keypad on your keyboard, the decimal key there will also work.
8. Choose special decimal formatting, such as how many decimal places to show in dollar amounts, by highlighting the appropriate cells and accessing the same dialog box. Choose 'Currency' instead of 'Numbers,' and then refine your settings from there. Click 'OK' to reset the format.
9. Increase or decrease the number of decimal places that appear in your cells by highlighting your cells again, and then tapping the decimal increase or decrease buttons on the number's pane of the Home menu, just above the box and arrow icon.
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How to Share Modify Excel Documents


Sharing
1. Open your workbook.
2. Click 'Review,' then 'Share Workbook.'
3. Check the ' Allow changes by more than one user at the same time' and 'This also allows workbook merging' check boxes.
4. Click 'Advanced,' then change the settings for tracking changes. Click 'OK.'
5. Save the document in a network directory.
Modifying
6. Open the workbook on the network drive by double-clicking on the workbook.
7. Click the 'Office' button, then 'Excel Options.'
8. Click 'Popular,' then 'Personalize your copy of Office.' Enter your name in the user name section.
9. Edit the data as you normally edit a workbook.
10. Save the file.
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Sunday, September 22, 2013

How to Use Microsoft Excel for Payroll


1. Navigate to the Microsoft Office Payroll Calculator template page (see Resources) and click 'Download,' then 'Accept.' Excel will automatically open to the template when the download is complete.
2. Fill out the columns with the information according to the headings above each column. The date you enter will include employee names and IDs, hourly wages, state tax percentage, insurance deductions and other relevant tax deduction information. As you enter the data, Excel will automatically calculate the figures in the 'Total Taxes Withheld' and 'Total Regular Deductions' fields.
3. Click 'Payroll Calculator,' which is near the bottom of the spreadsheet. Enter the requested information about the employees' hours, including overtime, and the calculator will provide you with the total net pay for each employee.
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How to Create a Dashboard in Excel 2007


1. Log on to your computer and open Microsoft Excel 2007. Open the spreadsheet you want to upload.
2. Click on the Office button and choose 'Publish' from the list. Choose 'Excel Services' from the list and choose 'Distribute the document to other people'.
3. Enter the URL of your website, followed by the name of the file, in the 'File name' box For instance, if you are saving a document called spreadsheet1 to the site xyzcorp.com/reports, you would type 'xyzcorp.com/reports/spreadsheet1.xlsx' in the 'File name' box.
4. Click 'OK' and choose 'Save'. In the 'Document type' box choose 'Reports'.
5. Go to the site where you want to add the spreadsheet and choose 'Site actions'. Choose 'Edit Page' and then 'Modify shared web part'.
6. Click 'Workbook' and then choose 'Select a Link'. Navigate to the workbook you want to add to the dashboard and click 'OK'.
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