Rent 9780619206659 | New Perspectives on Microsoft Excel 2003 : Comprehensive

Summary Table of Contents

Part of the New Perspectives series, this text offers a case-based, problem-solving approach and innovative technology for meaningful learning of Microsoft Excel 2003.

Preface

File Management

(1)

Read This Before You Begin

(1)

Managing Your Files

(1)

... MORE

Creating and Working with Files and Folders in Windows XP

(1)

Organizing Files and Folders

(3)

Understanding the Need for Organizing Files and Folders

(1)

Developing Strategies for Organizing Files and Folders

(1)

Planning Your Organization

(1)

Exploring Files and Folders

(5)

Using Windows Explorer

(1)

Navigating to Your Data Files

(2)

Working with Folders and Files

(6)

Creating Folders

(2)

Moving and Copying Files and Folders

(2)

Naming and Renaming Files

(1)

Deleting Files and Folders

(1)

Working with Compressed Files

(2)

Quick Check

(1)

Tutorial Summary

(1)

Key Terms

(1)

Review Assignments

(1)

Case Problems

(2)

SAM Assessment and Training

(1)

Lab Assignments

(1)

Quick Check Answers

Office

(2)

Read This Before You Begin

(1)

Using Common Features of Microsoft Office 2003

(1)

Preparing Promotional Materials

(1)

Exploring Microsoft Office 2003

(1)

Integrating Office Programs

(1)

Starting Office Programs

(4)

Switching Between Open Programs and Files

(1)

Exploring Common Window Elements

(1)

Using the Window Sizing Buttons

(2)

Using Menus and Toolbars

(3)

Viewing Personalized Menus and Toolbars

(3)

Using Task Panes

(2)

Opening and Closing Task Panes

(1)

Navigating Among Task Panes

(1)

Using the Research Task Pane

(2)

Working with Files

(5)

Creating a File

(1)

Saving a File

(2)

Closing a File

(1)

Opening a File

(1)

Getting Help

(6)

Using Screen Tips

(1)

Using the Type a Question for Help Box

(2)

Using the Help Task Pane

(2)

Using Microsoft Office Online

(2)

Printing a File

(1)

Existing Programs

(1)

Quick Check

(1)

Tutorial Summary

(1)

Key Terms

(1)

Review Assignments

(1)

SAM Assessment and Training

(1)

Quick Check Answers

Excel Level I Tutorials

(192)

Read This Before You Begin

(1)

Using Excel to Manage Data

(48)

Creating a Sales Order Report

(1)

Session 1.1

(1)

Introducing Excel

(3)

Understanding Spreadsheets

(1)

Parts of the Excel Window

(2)

Navigating a Worksheet

(2)

Navigating Between Worksheets

(1)

Developing a Worksheet

(2)

Entering Data into a Worksheet

(8)

Entering Text

(1)

Entering Several Lines of Text Within a Cell

(1)

Entering Dates

(1)

Entering Values

(1)

Entering Formulas

(3)

Using AutoComplete

(2)

Changing the Size of a Column or Row

(4)

Session 1.1 Quick Check

(1)

Session 1.2

(1)

Working with Ranges

(3)

Selecting Ranges

(1)

Other Selection Techniques

(1)

Moving a Selection of Cells

(2)

Calculating Sums with AutoSum

(2)

Working with Rows and Columns

(3)

Inserting a Row or Column

(2)

Deleting a Row or Column

(1)

Editing Your Worksheet

(1)

Undoing an Action

(1)

Working with Worksheets

(2)

Adding and Removing Worksheets

(1)

Renaming a Worksheet

(1)

Moving a Worksheet

(1)

Using the Spell Checker

(1)

Previewing and Printing a Worksheet

(5)

Working with Portrait and Landscape Orientation

(1)

Printing the Worksheet Formulas

(2)

Session 1.2 Quick Check

(1)

Tutorial Summary

(1)

Key Terms

(1)

Review Assignments

(2)

Case Problems

(3)

Internet Assignments

(1)

SAM Assessment and Training

(1)

Lab Assignments

(1)

Quick Check Answers

(1)

Working with Formulas and Functions

(44)

Developing a Family Budget

(1)

Session 2.1

(1)

Working with Excel Functions

(4)

Copying and Pasting Formulas

(6)

Using Relative and Absolute References

(3)

Working with Other Paste Options

(1)

Changing the Magnification of a Worksheet

(3)

Using the Insert Function Dialog Box

(3)

Filling in Formulas and Series

(4)

Auto Fill Options

(1)

Filling a Series

(2)

Working with Date Functions

(1)

Session 2.1 Quick Check

(1)

Session 2.2 (Optional)

(1)

Working with Financial Functions

(8)

Using the PMT Function

(5)

Working with Logical Functions

(2)

Using the IF Function

(2)

Session 2.2 Quick Check

(1)

Tutorial Summary

(1)

Key Terms

(1)

Review Assignments

(2)

Case Problems

(6)

Internet Assignments

(1)

SAM Assessment and Training

(1)

Quick Check Answers

(1)

Developing a Professional-Looking Worksheet

(50)

Formatting a Sales Report

(1)

Session 3.1

(1)

Formatting Worksheet Data

(6)

Using the Formatting Toolbar

(2)

Copying Formats

(1)

Using the Format Cells Dialog Box

100

(2)

Changing Font Type, Size, Style, and Color

102

(3)

Aligning Cell Contents

105

(3)

Indenting and Wrapping Text

106

(2)

Other Formatting Options

108

(1)

Working with Cell Borders and Backgrounds

108

(6)

Adding a Cell Border

108

(3)

Applying Background Colors and Patterns

111

(3)

Session 3.1 Quick Check

114

(1)

Session 3.2

114

(1)

Formatting the Worksheet

114

(5)

Merging Cells into One Cell

115

(1)

Hiding Rows, Columns and Worksheets

116

(1)

Adding a Background Image

117

(2)

Formatting Sheet Tabs

119

(1)

Clearing and Replacing Formats

119

(3)

Using Styles

122

(2)

Creating a Style

122

(1)

Applying a Style

123

(1)

Using AutoFormat

124

(2)

Formatting the Printed Worksheet

126

(9)

Defining the Page Setup

126

(2)

Working with Headers and Footers

128

(3)

Working with the Print Area and Page Breaks

131

(4)

Session 3.2 Quick Check

135

(1)

Tutorial Summary

135

(1)

Key Terms

135

(1)

Review Assignments

135

(2)

Case Problems

137

(5)

Internet Assignments

142

(1)

SAM Assessment and Training

142

(1)

Quick Check Answers

143

(2)

Working with Charts and Graphics

145

(48)

Charting Sales Data

145

(1)

Session 4.1

146

(1)

Excel Charts

146

(1)

Creating a Chart Using the Chart Wizard

147

(11)

Choosing a Chart Type

149

(2)

Choosing a Data Source

151

(2)

Choosing Chart Options

153

(3)

Choosing the Chart Location

156

(2)

Moving and Resizing an Embedded Chart

158

(1)

Updating a Chart

159

(1)

Creating a Pie Chart

159

(4)

Rotating the Pie Chart

161

(1)

Exploding a Slice of a Pie Chart

162

(1)

Session 4.1 Quick Check

163

(1)

Session 4.2

164

(1)

Modifying a Chart

164

(4)

Editing the Data Source

164

(2)

Changing the Chart Location

166

(1)

Changing Chart Options

167

(1)

Formatting Chart Elements

168

(10)

Formatting Chart Text

168

(2)

Inserting Unattached Text

170

(2)

Working with Colors and Fills

172

(2)

Using a Graphic Image as a Background

174

(2)

Changing the Axis Scale

176

(2)

Working with Three-Dimensional Charts

178

(2)

Using the Drawing Toolbar

180

(5)

Displaying the Drawing Toolbar

181

(1)

Working with AutoShapes

181

(2)

Formatting an AutoShape

183

(2)

Printing Your Charts

185

(1)

Session 4.2 Quick Check

186

(1)

Tutorial Summary

186

(1)

Key Terms

186

(1)

Review Assignments

187

(1)

Case Problems

187

(5)

Internet Assignments

192

(1)

SAM Assessment and Training

192

(1)

Quick Check Answers

192

(1)

Excel Level II Tutorials

193

(216)

Read This Before You Begin

194

(1)

Working with Excel Lists

195

(58)

Tracking Vehicle Data

195

(1)

Session 5.1

196

(1)

Introduction to Lists

196

(1)

Planning and Creating a List

197

(1)

Freezing Rows and Columns

198

(1)

Using Find and Replace

199

(1)

Creating a List Range

200

(2)

Sorting Data

202

(5)

Sorting a List Using Sort Buttons on the Standard Toolbar

203

(1)

Sorting a List Using the AutoFilter Sort Options

204

(1)

Sorting a List Using the Sort Commands

205

(2)

Maintaining a List

207

(5)

Using the Insert Row to Add a Record

207

(1)

Using a Data Form to Add a Record

208

(2)

Using a Data Form to Search for a Record

210

(1)

Using a Data Form to Delete a Record

211

(1)

Session 5.1 Quick Check

212

(1)

Session 5.2

212

(1)

Filtering a List Using AutoFilters

212

(3)

Using Custom AutoFilters to Specify More Complex Criteria

215

(2)

Using Conditional Formatting

217

(2)

Using the Total Row to Calculate Totals in a List

219

(3)

Inserting Subtotals into a List

222

(2)

Using the Subtotals Outline View

224

(2)

Session 5.2 Quick Check

226

(1)

Session 5.3

226

(1)

Creating and Using PivotTables to Summarize a List

226

(2)

Creating a PivotTable

228

(6)

Laying Out a PivotTable Directly on a Worksheet

231

(3)

Changing the Layout of a PivotTable

234

(3)

Formatting Numbers in a PivotTable

234

(1)

Modifying the Layout of a PivotTable

235

(1)

Sorting Items Within a PivotTable

236

(1)

Adding a Field to a PivotTable

237

(1)

Adding a Page View of a PivotTable

238

(3)

Removing a Field from a PivotTable

240

(1)

Hiding Field Items on a PivotTable

240

(1)

Refreshing a PivotTable

241

(2)

Creating a PivotChart

243

(1)

Session 5.3 Quick Check

244

(1)

Tutorial Summary

245

(1)

Key Terms

245

(1)

Review Assignments

245

(1)

Case Problems

246

(5)

Internet Assignments

251

(1)

SAM Assessment and Training

251

(1)

Quick Check Answers

251

(2)

Working with Multiple Worksheets and Workbooks

253

(48)

Tracking Cash Flow

253

(1)

Session 6.1

254

(1)

Using Multiple Worksheets

254

(1)

Grouping Worksheets

255

(3)

Entering Formulas in a Worksheet Group

255

(1)

Formatting a Worksheet Group

256

(2)

Referencing Cells and Ranges in Other Worksheets

258

(2)

Consolidating Data from Multiple Worksheets Using a 3-D Reference

260

(5)

Copying Information Across Worksheets

261

(1)

Summing Values Across Worksheets

262

(3)

Printing Worksheet Groups

265

(1)

Session 6.1 Quick Check

266

(1)

Session 6.2

266

(1)

Using Templates

266

(1)

Creating a Workbook Based on a Template

267

(2)

Creating and Saving a Custom Workbook Template

269

(6)

Using the Templates Folder

271

(1)

Using the LBC Cash Flow Template

272

(1)

Editing a Template

273

(1)

Changing the Default Workbook Template

273

(1)

Organizing Folders and Files

274

(1)

Session 6.2 Quick Check

275

(1)

Session 6.3

275

(1)

Using Data from Multiple Workbooks

275

(3)

Managing Multiple Workbooks

277

(1)

Working with Linked Workbooks

278

(6)

Editing Workbook References

279

(4)

Working with a List of Links

283

(1)

Using Lookup Tables

284

(5)

Using Lookup Functions

286

(3)

Creating an Excel Workspace

289

(2)

Session 6.3 Quick Check

291

(1)

Tutorial Summary

291

(1)

Key Terms

291

(1)

Review Assignments

292

(1)

Case Problems

293

(6)

Internet Assignments

299

(1)

SAM Assessment and Training

299

(1)

Quick Check Answers

299

(2)

Working with Excel's Editing and Web Tools

301

(54)

Collaborating on a Workbook and Web Page

301

(1)

Session 7.1

302

(1)

Splitting a Worksheet into Panes

302

(1)

Auditing Formulas

303

(5)

Tracing Precedent Cells

305

(1)

Tracing Dependent Cells

306

(2)

Tracing and Fixing Errors

308

(6)

Using the Watch Window

314

(1)

Evaluating a Complex Formula

314

(1)

Session 7.1 Quick Check

314

(1)

Session 7.2

315

(1)

Adding Comments to a Workbook

315

(2)

Creating a Shared Workbook

317

(4)

Sharing a Workbook

317

(2)

Resolving Conflicts

319

(2)

Tracking Changes

321

(7)

Reviewing and Deleting Comments

321

(2)

Reviewing Changes

323

(3)

Accepting and Rejecting Changes

326

(2)

Mailing a Workbook

328

(2)

Mailing a Workbook for Review

329

(1)

Routing a Workbook

330

(1)

Merging Workbooks

330

(2)

Online Meetings and Web Discussions

332

(1)

Session 7.2 Quick Check

332

(1)

Session 7.3

333

(1)

Working with the Web

333

(2)

Introducing the World Wide Web

333

(1)

Understanding Web Pages, Browsers, and HTML

333

(1)

Creating Web Pages in Excel

334

(1)

Publishing a Noninteractive Workbook on a Web Page

335

(5)

Choosing Between a Noninteractive and Interactive Web Page

336

(1)

Setting the Page Title

337

(1)

Setting the Publishing Options

338

(2)

Creating and Using Hyperlinks

340

(3)

Inserting a Hyperlink

340

(1)

Editing and Using a Hyperlink

341

(2)

Setting Excel's Web Options

343

(1)

Saving a Workbook as an XML File

344

(1)

Session 7.3 Quick Check

344

(1)

Tutorial Summary

345

(1)

Key Terms

345

(1)

Review Assignments

345

(1)

Case Problems

346

(6)

Internet Assignments

352

(1)

SAM Assessment and Training

352

(1)

Quick Check Answers

352

(3)

Developing an Excel Application

355

(54)

Creating a Stock Reporter

355

(1)

Session 8.1

356

(1)

Planning an Excel Application

356

(1)

Validating Data Entry

357

(7)

Specifying a Data Type and Acceptable Values

357

(3)

Specifying an Input Message

360

(1)

Specifying an Error Alert Style and Message

361

(2)

Circling Invalid Data

363

(1)

Protecting a Worksheet and Workbook

364

(4)

Locking and Unlocking Cells

364

(1)

Protecting a Worksheet

365

(2)

Protecting a Workbook

367

(1)

Unprotecting a Worksheet

367

(1)

Session 8.1 Quick Check

368

(1)

Session 8.2

368

(1)

Naming Cells and Ranges

368

(9)

Creating a Name

369

(4)

Replacing Cell References with Names

373

(2)

Changing a Name Definition

375

(2)

Session 8.2 Quick Check

377

(1)

Working with Macros

377

(1)

Session 8.3

378

(1)

Protecting Yourself Against Macro Viruses

378

(1)

Working with Digital Certificates

378

(1)

Setting the Security Level

378

(1)

Recording a Macro

379

(6)

Running a Macro

385

(4)

Fixing Macro Errors

386

(1)

Creating the NewData Macro

386

(3)

Working with the Macro Editor

389

(4)

Understanding the Structure of Macros

390

(1)

Writing a Macro Command

391

(1)

Printing the Macro Code

392

(1)

Creating Macro Buttons

393

(4)

Session 8.3 Quick Check

397

(1)

Tutorial Summary

397

(1)

Key Terms

397

(1)

Review Assignments

397

(2)

Case Problems

399

(8)

Internet Assignments

407

(1)

SAM Assessment and Training

407

(1)

Quick Check Answers

408

(1)

Excel Level III Tutorials

409

(1)

Read This Before You Begin

410

(1)

Data Tables and Scenario Management

411

(48)

Performing a Cost-Volume-Profit Analysis

411

(1)

Session 9.1

412

(1)

Principle of Cost-Volume-Profit Relationships

412

(6)

Types of Expenses

412

(2)

The Break-Even Point

414

(2)

Planning Income and Expenses at Front Range Rafting

416

(2)

One-Variable Data Tables

418

(7)

Creating a One-Variable Data Table

419

(4)

Charting a One-Variable Data Table

423

(2)

Two-Variable Data Tables

425

(9)

Creating a Two-Variable Table

427

(3)

Charting a Two-Variable Data Table

430

(4)

Using Array Formulas

434

(1)

Session 9.1 Quick Check

435

(1)

Session 9.2

436

(1)

Using Scenario Manager

436

(8)

Defining Scenarios

437

(3)

Viewing Scenarios

440

(3)

Editing Scenarios

443

(1)

Creating a Scenario Summary Report

444

(1)

Creating a Scenario PivotTable Report

445

(3)

Session 9.2 Quick Check

448

(1)

Tutorial Summary

448

(1)

Key Terms

448

(1)

Review Assignments

449

(1)

Case Problems

450

(7)

Internet Assignments

457

(1)

SAM Assessment and Training

457

(1)

Quick Check Answers

457

(2)

Using Solver for Complex Problems

459

(38)

Determining the Optimal Product Mix

459

(1)

Session 10.1

460

(1)

Optimizing the Product Mix

460

(3)

Finding a Solution Using Trial and Error

463

(2)

Finding a Solution Using Goal Seek

465

(4)

Session 10.1 Quick Check

469

(1)

Session 10.2

469

(1)

Finding a Solution Using Solver

469

(10)

Installing and Activating Solver

470

(2)

Setting Up Solver to Find a Solution

472

(3)

Inserting Additional Constraints

475

(2)

Inserting an Integer Constraint

477

(2)

Creating a Solver Answer Report

479

(2)

Saving and Loading Solver Models

481

(5)

Understanding Solver

486

(1)

Working with the Iterative Process

486

(1)

Working with Linear and Nonlinear Models

486

(1)

Using the Analysis ToolPak

487

(1)

Session 10.2 Quick Check

488

(1)

Tutorial Summary

489

(1)

Key Terms

489

(1)

Review Assignments

489

(1)

Case Problems

490

(5)

Internet Assignments

495

(1)

SAM Assessment and Training

495

(1)

Quick Check Answers

496

(1)

Importing Data into Excel

497

(60)

Working with a Stock Portfolio

497

(1)

Session 11.1

498

(1)

Planning Data Needs at Davis and Larson

498

(1)

Working with Text Files

499

(10)

Text File Formats

499

(2)

Starting the Text Import Wizard

501

(1)

Specifying the Starting Row

502

(1)

Editing Column Breaks

503

(2)

Formatting and Trimming Incoming Data

505

(4)

Databases and Queries

509

(2)

Using the Query Wizard

511

(6)

Connecting to a Data Source

512

(1)

Choosing Tables and Columns

512

(3)

Filtering and Sorting Data

515

(2)

Saving a Query

517

(3)

Session 11.1 Quick Check

520

(1)

Session 11.2

521

(1)

Working with External Data and Queries

521

(4)

Refreshing External Data

521

(1)

Setting External Data Properties

522

(2)

Editing a Query

524

(1)

Creating a PivotTable and PivotChart from External Data

525

(7)

Session 11.2 Quick Check

532

(1)

Session 11.3

533

(1)

Creating a Web Query

533

(4)

Formatting a Web Query

535

(2)

Saving a Web Query

537

(1)

Retrieving Data from the World Wide Web

537

(5)

Retrieving Multiple Stock Quotes

537

(2)

Refreshing a Web Query

539

(2)

Using Hyperlinks

541

(1)

Working with XML

542

(6)

Loading an XML Map

543

(2)

Importing Data from an XML Document

545

(3)

Real-Time Data Acquisition

548

(1)

Session 11.3 Quick Check

549

(1)

Tutorial Summary

549

(1)

Key Terms

549

(1)

Review Assignments

550

(1)

Case Problems

551

(4)

Internet Assignments

555

(1)

SAM Assessment and Training

555

(1)

Quick Check Answers

555

(2)

Enhancing Excel with Visual Basic for Applications

557

(1)

Creating a Quality Control Application

557

(1)

Session 12.1

558

(1)

Developing an Excel Application

558

(2)

Starting the Visual Basic Editor

560

(1)

Elements of the Visual Basic Editor

561

(7)

Project Explorer

562

(2)

The Properties Window

564

(2)

Modules

566

(1)

The Code Window

567

(1)

Working with Visual Basic Sub Procedures

568

(7)

Introducing Sub Procedures

568

(1)

Creating a Sub Procedure Using Copy and Paste

569

(3)

Running a Sub Procedure

572

(3)

Session 12.1 Quick Check

575

(1)

Session 12.2

576

(1)

Introducing Visual Basic for Applications

576

(6)

Objects

576

(2)

Properties

578

(2)

Methods

580

(1)

Variables

581

(1)

Creating a Program to Switch Fillers

582

(4)

Editing the Choose_Filler Macro

584

(2)

Retrieving Information from the User

586

(2)

Session 12.2 Quick Check

588

(1)

Session 12.3

589

(1)

Introducing Control Structures

589

(7)

Using the If-Then-Else Control Structure

590

(2)

Comparison and Logical Operators

592

(2)

Writing an If-Then-Elself Control Structure

594

(2)

Creating a Message Box

596

(3)

Creating Customized Toolbars and Menus

599

(10)

Customizing Toolbars and Menus

599

(1)

Inserting a Button or Menu Command

600

(2)

Editing a Menu Item or Button

602

(2)

Inserting a Submenu

604

(4)

Attaching a Toolbar or Menu to a Workbook

608

(1)

Working with Graphics

609

(4)

Customizing Excel Screen Elements

613

(4)

Editing Built-In Toolbars and Menus

614

(1)

Resetting Built-in Menus and Toolbars

615

(2)

Session 12.3 Quick Check

617

(1)

Tutorial Summary

618

(1)

Key Terms

618

(1)

Review Assignments

618

(2)

Case Problems

620

(7)

Internet Assignments

627

(1)

SAM Assessment and Training

627

(1)

Quick Check Answers

627

Additional Case 1 Creating a Sales Invoice

(4)

Additional Case 2 Reporting Quarterly Performance

(3)

Additional Case 3 Negotiating Salaries

(2)

Additional Case 4 Analyzing Product Mix

Appendix A Working with Logical Functions, Database Functions, and Advanced Filtering

(1)

Reviewing Employee Data

(1)

Working with Excel's Logical Functions

(7)

Using the IF Function

(3)

Using the And Function

(2)

Creating Nested IF Functions

(2)

Calculating Conditional Counts and Sums

(2)

Using the COUNTIF Function

(1)

Using the SUMIF Function

(1)

Advanced Filtering

(3)

Setting Advanced Filtering Criteria

(2)

Copying Filtered Records to a New Location

(1)

Using Database Functions to Summarize an Excel List

(3)

Appendix Summary

(1)

Key Terms

(1)

Review Assignments

(1)

Case Problems

Appendix B Integrating Excel with Other Windows Programs

(1)

Creating Integrated Documents

(1)

Methods of Integration

(1)

Copying and Pasting Data

(1)

Object Linking and Embedding

(1)

Linking an Excel Worksheet to a Word Document

(3)

Updating a Linked Object

(1)

Embedding an Object

(1)

Modifying an Embedded Object

(1)

Appendix Summary

(1)

Key Terms

(1)

Review Assignments

(1)

Case Problems

Appendix C Creating Custom Formats

(1)

Formatting Stock Market Data

(1)

Using Format Codes

(6)

Working with Numeric Codes

(2)

Working with Text Codes

(3)

Using Conditional Formats

(3)

Formatting Dates

(1)

Appendix Summary

(1)

Key Terms

(1)

Review Assignments

(1)

Case Problems

Appendix D Saving PivotTables in HTML Format

(1)

Creating Interactive PivotTables for the Web

(1)

Saving Workbooks as Web Pages

(1)

Web Pages with Spreadsheet Functionality

(2)

Web Pages with PivotTable Lists

(1)

Web Pages with Interactive Charts

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