Excel Tips and Tricks Webinar - PDF

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This webinar was presented by Ms. Nikki Follis, of Grantham University, on October 15, 2009. Please join us for PowerPoint Tips and Tricks on December 11, 2009 at 12 noon EST by registering at: https://student.gototraining.com/7m6n0/register/1213071210029913625

Transcript

1. Excel Tips and Tricks Utilizing Excel 2007 Click to edit Master subtitle style Date/Time: October 15th - 12pm (EST)Webinar Offered by: Federally Employed Women's Foundation for Education & TrainingPresenter: Nikki Follis, Grantham University Microsoft Office 2007-Illustrated 11/2/09 2. Objectives Integrate data between Word and Excel Copy data from Excel to Word Copy a chart from Excel to Word Create linked objects Embed a Word file in Excel Apply Conditional Formatting Use SmartArt Efficiently 11/2/09 3. What is Integration? Data integration Combines data from multiple programs Exampleof data integration Create a chart in Excel Use the Excel chart in a Word report Modify chart data from source Excel file Data integration saves time and effort Information is reused multiple times11/2/09 4. Integrating Data Two types of files used in integration: Source: file where information originates Destination: file that receives information Object Linking and Embedding (OLE) Microsoft technology for integrating data Linking an object Image of object copied to destination file You can edit object data from source file 11/2/09 5. Integrating Data Embeddingan object: Copy of object is placed in destination file Edit object with source program tools Ways to integrate Word and Excel: Copy and paste data from the Clipboard Link data between two files Copy Excel chart and paste into Word Embed a Word file into Excel worksheet 11/2/09 6. Integrating Data Embedding vs. linking 11/2/09 7. Integrating DataPhotograp h copied Table from Excel object copied from Excel Chart linked to Excel source chart75% is a 11/2/09linked 8. Copying Data from Excel to Word Uses of Copy and Paste commands Copy and paste items within a document Copy and paste items between programs Items transferred with Copy and Paste Line of text, value, picture, chart Propertiesof a copied object Retains formatting of original object Independent of source (except chart) 11/2/09 9. Copying Data from Excel to Word Use the Copy and Paste commands Excel is the source file Word is the destination file Pasted chart is automatically linked Effect of revising chart in source file Linked data changes in destination file Note: chart style does not update 11/2/09 10. Copying a Chart from Excel to Word Linked chart updated in WordColum ns updat ed11/2/09 11. Copying a Chart from Excel to Word Chart style not applied to linkedobject Red chartNew stylechart does style in notExcel appear in linked 11/2/09 12. Creating Linked Objects Copy and Paste Special commands Perform advanced copy and paste tasks Can link copied object to a source file Needed to link all items except chart Features of Paste Special command Paste Paste Link Formatting options 11/2/09 13. Creating Linked Objects Paste Special dialog box11/2/09 14. Embedding a Word File in Excel Embedding an object Inserts an entire file in a destination file You can embed an existing or new file Editing an embedded object Double-click the embedded object Edit tools from source program display Accessing embedding tool in Excel Click Insert tab, then click Object button11/2/09 15. Embedding a Word File in Excel Embedded object updated in Excel Title Wordbar tabsshows andthatribbonExcel isParagraarethe phactivatdestinatmarginsedion modifieprogradm Number oftours 11/2/09updated 16. Word, Excel, and Access Excel data imported to an Access tableField Name changed fromParticipants to Guests duringthe import processExceldata Excel data imported to Access and named Tours 11/2/09 17. Excel and Access Waysto import Excel data to Access Import Excel data into new Access table Append Excel data to an existing table How to import Excel data into Access Click the Get External Data tab in Access Click Excel button in the Import Group Navigate to Excel file and select an option Follow Import Spreadsheet Wizard11/2/09 18. Excel and Access Options in Get External Data dialogbox The filepath willbe differentonyourcomputer11/2/09 19. Excel and Access Excel table imported to Access11/2/09 20. Excel, Access, and Word Benefits of linking three programs: Use each programs strengths Reduce amount of data entry Use Copy and Paste Special tools Step 1: link Access table to Excel file Step 2: link Excel data to Word file Effects of changing table in Access Data in Excel and Word will also change 11/2/09 21. Excel, Access, and Word Copied data formatted in ExcelAccountingNumber Format11/2/09 22. Excel and PowerPoint Objectcommand: embedding tool Identifying an embedded Excel file Worksheet appears in PowerPoint slide Excel ribbons and tabs appear PowerPoint title bar and menu remain Editing an embedded worksheet Double-click the embedded object Show only cells containing data11/2/09 23. Excel and PowerPoint Completed Excel worksheet object Worksheetobjectformatted,sized,andpositioned11/2/09 24. Conditional Formatting Excel can format cells based on specificresults Automatic application of formatting attributes on cell values is called conditional formatting For example: values above a certain number can be one color and values below a certain number can be another color 11/2/09 25. Applying Conditional Formatting To apply conditional formatting: Click Conditional Formatting button in the Styles group on the Home tab Point to Highlight Cells Rules, and then choose from Between, Greater Than, Less Than, etc. Define conditions and formatting in the dialog box that opens 11/2/09 26. Applying Conditional Formatting Data bars are a type of conditionalformatting that visually illustratedifferences among values Click the Conditional Formatting button in theStyles group, point to Data Bars, and then choosefrom a formatting11/2/09 27. Applying Conditional FormattingPreviewing a Data Bar Data bars11/2/09 28. Applying Conditional Formatting Results of Conditional Formatting 11/2/09 29. SmartArt What is SmartArt? A SmartArt graphic is a professional-qualitydiagram that visually illustrates text When to Use SmartArt? When formatting your text alone simply does notwork, you can use SmartArt You can convert existing text into a SmartArtgraphic or start from scratch 11/2/09 30. SmartArt SmartArtgraphicsare grouped bycategory Click MoreSmartArt Graphicsto see additionalcategories More SmartArt Graphicsbutton 11/2/09 31. SmartArt Basic Venn SmartArt graphic Outco me Click text placeholders to Notice the words that enter text filled in [Text]11/2/09 32. SmartArtSmartArt Styles group Layouts group11/2/09 33. Summary Integration allows the user to use the Office 2007 programs to work together effectively and efficiently SmartArt allows the user to create professional- quality diagrams that visually illustrates text Conditional Formatting automatically applies formatting attributes on cell values to make worksheets stand out11/2/09 34. Questions? Please contact me with any questions at: nikkifollis@gmail.com Thank you for your time! 11/2/09