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Microsoft Office 2007 - Microsoft Office 2007 - Illustrated Illustrated Managing Workbook Data

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Page 1: Excel 2007 Unit F

Microsoft Office 2007 - IllustratedMicrosoft Office 2007 - Illustrated

Managing Workbook Data

Page 2: Excel 2007 Unit F

2Microsoft Office 2007 - Illustrated

• View and arrange worksheetsView and arrange worksheets

• Protect worksheets and workbooksProtect worksheets and workbooks

• Save custom views of a worksheetSave custom views of a worksheet

• Add a worksheet backgroundAdd a worksheet background

ObjectivesObjectives

Page 3: Excel 2007 Unit F

3Microsoft Office 2007 - Illustrated

• Prepare a workbook for distributionPrepare a workbook for distribution

• Insert hyperlinksInsert hyperlinks

• Save a workbook for distributionSave a workbook for distribution

• Group worksheetsGroup worksheets

ObjectivesObjectives

Page 4: Excel 2007 Unit F

4Microsoft Office 2007 - Illustrated

Viewing and Arrange WorksheetsViewing and Arrange Worksheets

• Arrange:Arrange:• compare data in the various sheetscompare data in the various sheets

• Instance:Instance:• View each worksheet in its own View each worksheet in its own

workbook windowworkbook window

• Data itself remains in one fileData itself remains in one file

Page 5: Excel 2007 Unit F

5Microsoft Office 2007 - Illustrated

Viewing and Arrange Worksheets Viewing and Arrange Worksheets (cont.)(cont.)

Configurations for windows

Page 6: Excel 2007 Unit F

6Microsoft Office 2007 - Illustrated

Protecting Worksheets and Protecting Worksheets and WorkbooksWorkbooks

• Lock:Lock:• Protect sensitive information that you Protect sensitive information that you

don’t want others to alter. don’t want others to alter. • Set the lock options in the Format Cells Set the lock options in the Format Cells

dialog box. dialog box.

• Default:Default:• Excel locks all cells by defaultExcel locks all cells by default• Need to use Protect Sheet buttonNeed to use Protect Sheet button

Page 7: Excel 2007 Unit F

7Microsoft Office 2007 - Illustrated

Protecting Worksheets and Protecting Worksheets and Workbooks (cont.)Workbooks (cont.)

• worksheet protection strategyworksheet protection strategy• Unlock cells in which data will be Unlock cells in which data will be

changed, sometimes referred to as the changed, sometimes referred to as the data entry areadata entry area

• Lock cells in which the data should not Lock cells in which the data should not be changed. be changed.

• When you protect the worksheet, the When you protect the worksheet, the unlocked areas can still be changed. unlocked areas can still be changed.

Page 8: Excel 2007 Unit F

8Microsoft Office 2007 - Illustrated

Protecting Worksheets and Protecting Worksheets and WorkbooksWorkbooks(cont.)(cont.)

Click to uncheck

Page 9: Excel 2007 Unit F

9Microsoft Office 2007 - Illustrated

Saving Custom Views Saving Custom Views of a Worksheetof a Worksheet

• A A viewview is a set of display and/or print is a set of display and/or print settings that you can name and savesettings that you can name and save• Use the Excel Custom views feature to Use the Excel Custom views feature to

create different views of a worksheet create different views of a worksheet without having to create separate without having to create separate worksheetsworksheets

Page 10: Excel 2007 Unit F

10Microsoft Office 2007 - Illustrated

Saving Custom Views Saving Custom Views of a Worksheet (cont.)of a Worksheet (cont.)

Type name of view here

Page 11: Excel 2007 Unit F

11Microsoft Office 2007 - Illustrated

Adding a Worksheet BackgroundAdding a Worksheet Background

• Picture in the worksheet backgroundPicture in the worksheet background• Worksheet background will display on the screen but will Worksheet background will display on the screen but will

not print with the worksheet. not print with the worksheet. • If you want to add a worksheet background that appears If you want to add a worksheet background that appears

on printouts, you can add a on printouts, you can add a watermarkwatermark, a translucent , a translucent background design that prints behind your data. background design that prints behind your data.

Page 12: Excel 2007 Unit F

12Microsoft Office 2007 - Illustrated

Adding a Worksheet Background Adding a Worksheet Background (cont.)(cont.)

Worksheet background

Page 13: Excel 2007 Unit F

13Microsoft Office 2007 - Illustrated

Preparing a Workbook for Preparing a Workbook for DistributionDistribution

• Document Inspector feature:Document Inspector feature:• Removes sensitive information, such as Removes sensitive information, such as

headers, footers, or hidden elements, before headers, footers, or hidden elements, before distributing the file. distributing the file.

• Add helpful information, called Add helpful information, called propertiesproperties, to , to a file a file

• KeywordsKeywords are terms workbook users can search are terms workbook users can search for that will help them locate your document.for that will help them locate your document.

• Properties are a form of Properties are a form of metadatametadata, information that , information that describe data and are used in Microsoft Windows describe data and are used in Microsoft Windows document searches. document searches.

Page 14: Excel 2007 Unit F

14Microsoft Office 2007 - Illustrated

Preparing a Workbook for Preparing a Workbook for DistributionDistribution(cont.)(cont.)

Document Properties

Panel

Page 15: Excel 2007 Unit F

15Microsoft Office 2007 - Illustrated

Inserting HyperlinksInserting Hyperlinks

• Create a Create a hyperlinkhyperlink, an object (a , an object (a phrase, a name, or a graphic) in a phrase, a name, or a graphic) in a worksheet that jumps to another worksheet that jumps to another worksheet, called the worksheet, called the targettarget• The target can be a worksheet, another The target can be a worksheet, another

document, or a Web site locationdocument, or a Web site location

Page 16: Excel 2007 Unit F

16Microsoft Office 2007 - Illustrated

Inserting Hyperlinks (cont.)Inserting Hyperlinks (cont.)

Locations a hyperlink can

jump to

Page 17: Excel 2007 Unit F

17Microsoft Office 2007 - Illustrated

Inserting Hyperlinks (cont.)Inserting Hyperlinks (cont.)

• Using research toolsUsing research tools• Access resources online and locally on Access resources online and locally on

your computer using the Research task your computer using the Research task panepane

• Click the Review tab, then click the Click the Review tab, then click the Research buttonResearch button

• Use the Search for text box to specify a Use the Search for text box to specify a research topicresearch topic

Page 18: Excel 2007 Unit F

18Microsoft Office 2007 - Illustrated

Saving a Workbook for Saving a Workbook for DistributionDistribution

• One way to share Excel data is to place, One way to share Excel data is to place, or or publishpublish, it over a network or on the Web, it over a network or on the Web• The network can be an The network can be an intranetintranet, an internal , an internal

network used by a group of people who work network used by a group of people who work togethertogether

• To publish an Excel document, it must be To publish an Excel document, it must be saved as an saved as an HTML (Hypertext Markup HTML (Hypertext Markup Language) Language) documentdocument

Page 19: Excel 2007 Unit F

19Microsoft Office 2007 - Illustrated

Saving a Workbook for Saving a Workbook for Distribution (cont.)Distribution (cont.)

Single file web page

Page 20: Excel 2007 Unit F

20Microsoft Office 2007 - Illustrated

Grouping WorksheetsGrouping Worksheets

• Group worksheets to work on them as a Group worksheets to work on them as a collection so that data entered into one collection so that data entered into one worksheet is automatically entered into all worksheet is automatically entered into all of the selected worksheets. of the selected worksheets.

• This is useful for data that is common to This is useful for data that is common to every sheet of a workbook every sheet of a workbook

• Use [Shift] to group adjacent worksheets. Use [Shift] to group adjacent worksheets. • Use [Ctrl] to group nonadjacent sheets. Use [Ctrl] to group nonadjacent sheets.

Page 21: Excel 2007 Unit F

21Microsoft Office 2007 - Illustrated

Grouping Worksheets (cont.)Grouping Worksheets (cont.)

• Creating a workspaceCreating a workspace• Group several workbooks together in a Group several workbooks together in a

workspace to open them in one stepworkspace to open them in one step• A workspace is a file with an .xlw A workspace is a file with an .xlw

extensionextension

• To create a workspace, open the To create a workspace, open the workbooks you want to group, then workbooks you want to group, then click the View tab, then click the Save click the View tab, then click the Save Workspace buttonWorkspace button

Page 22: Excel 2007 Unit F

22Microsoft Office 2007 - Illustrated

SummarySummary

• View and arrange worksheets View and arrange worksheets

• Protect worksheets and workbooksProtect worksheets and workbooks

• Save custom views of a worksheetSave custom views of a worksheet

• Create hyperlinks between Excel filesCreate hyperlinks between Excel files

• Save Excel files for distributionSave Excel files for distribution