Saturday, July 03, 2010

Summary of Excel Presentation
by Anthony Jordan (1 July 2010)

Software: Excel 2007 and other MS Office components under Windows 7

N.B.: Most techniques mentioned here can usually be achieved in
multiple ways, but only one way for each technique is described below.


Snipping Tool (Windows 7 and Vista only, system wide)
For capturing screen shots.

This is an alternative to PrtSc (entire screen) or Alt-PrtSc (single window).
Open main window: Start -> All Programs -> Accessories -> Snipping Tool.
The drop-down-arrow next to NEW selects one of these types of snip:
Free-form, Rectangular, Window, Full-screen

Once the snip type is selected, the snipping tool shows how to do the snipping.
Finally save the snip to the clipboard and/or disc file and/or email it.

Special Snipping for hard-to-snip items that tend to vanish e.g. menus
1. Open the Snipping Tool, then click ESC to hibernate the tool.
2. Display the item[s] to be snipped, then click Ctrl+PrtSc to awake the tool.
3. Do the snipping in the usual way.

Ribbons (MS Office components and many other programs)
A more-visual, icon-centric, alternative to menus.
Hovering over each ribbon icon shows its name.
Excel's top level ribbon items (each having an Alt shortcut) are:
Home, Insert, Page Layout, Formulas, Data, Review, View [, Developer]
Right-clicking on the ribbon enables it to [not] be shown in a minimal format

Fonts and Typefaces (MS Office components and many other programs)
To change the typeface or fontsize or other attributes for some existing text:
Select the text, then Home -> Font -> Font [Size] on the ribbon.
The word 'font' is often used when 'typeface' is meant.
Typeface describes [is a name for] the general appearance of some text.
A font is the total collection of attributes for some text, including:
typeface [Forte], size, colour, embellishments, etc.
Too many typefaces slows down windows, so try to restrict to about 500.
Type faces are in C:\Windows\Fonts .
To count them in Windows Explorer: Right-click the Fonts folder, then Properties.

Text Colour (MS Office components and many other programs)
To change text colour: Home -> Font -> Font Color ->
To change text background colour: ... -> Fill Color ->
Clicking 'more Colors' allows (in MS Office) selection by RGB or HSL.
HSL (Hue, Saturation, Luminence/Lightness) is easier for getting an exact colour.

Shapes (MS Office components)
Predefined graphics such as rectangles, circles, arrows, lines, special symbols.
Ribbon: Insert -> Illustrations -> Shapes
Whilst resizing a shape, hold down the Shift key to preserve the aspect ratio.
Shapes can have solid, gradient, picture, texture or no fills.
Fills are on the Home ribbon or via -> Format Shape.
Gradient fills can be rotated through any angle and transparency can be applied.

SmartArt Graphics (MS Office components)
For complex graphics (MS Office on steroids!).
Insert -> Illustrations -> SmartArt

smartart

Charts (MS Office components, but mainly Excel)
Select the data, typically one or two columns, depending on the chart type.
Then in the ribbon: Insert -> Charts -> ->
Done!


Conditional Formatting
(Excel)
Helps to make a spreadsheet easier to follow ('see the wood from the trees')
Purely cosmetic

Example 1: Show positive numbers in one colour and negative numbers in another.

Example 2: Show values above the average in bold.
Main predefined formatting actions:
Format cells using 2 or 3 colours
Format cells using icons or bars (see example below)
Main predefined formatting criteria:
Format only cells with numbers/text/dates/times
Format only bottom/top ranking values
Format only values below/above the average
Format only values that are unique/duplicates
Format cells using up to 64 (only 3 in Excel pre-2007) custom formulae
Usage: Select the cells that are candidates for formatting
Home -> Styles -> Conditional Formatting -> ... [-> More Rules]
Done!
Excel conditional formatting example (bars), captured using the Snipping tool:

lifeexpect

See: http://www.computeractive.co.uk/computeractive/workshop/2262708/conditional-formatting-excel