Chapter 5 Working with Multiple Worksheets and Workbooks Microsoft Excel 2013
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Chapter 5
Working with Multiple Worksheets and
Workbooks
MicrosoftExcel 2013
Working with Multiple Worksheets and Workbooks 2
• Use the ROUND function• Use custom format codes• Create, apply, and remove a style• Add a worksheet to a workbook• Add data to multiple worksheets at the same time• Create formulas that use 3-D cell references
Objectives
Working with Multiple Worksheets and Workbooks 3
• Add a rotated pie chart with an exploded wedge• Add a header or footer and change margins• Insert and remove a page break• Consolidate data by linking workbooks
Objectives
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Project – Consolidated Expenses Worksheet
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• Create and format the consolidated worksheet• Create and apply a custom format code• Create and apply a style• Add and populate worksheets• Add a 3-D pie chart• Adjust page layout• Link workbooks
Roadmap
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Entering Sample Data in the Consolidated Worksheet Using the Fill Handle
• Enter a value in a the desired cell• Select the desired range, including the desired
cell• If you use a touch screen, press and hold the
selected cells to display the mini toolbar, tap AutoFill, and then drag the AutoFill icon to the desired location
• If you use a mouse, drag the AutoFill handle on the lower right of the cell to the desired location
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Entering Sample Data in the Consolidated Worksheet Using the Fill Handle
Working with Multiple Worksheets and Workbooks 8
Entering Formulas Using the ROUND Function and Determining Totals in the Consolidated Worksheet• Select the desired cell. Type the =round formula and then
tap or click the Enter box in the formula bar to display the formula and the resulting value in the select cell
• If you use a touch screen, press and hold the selected cell to display the mini toolbar, tap AutoFill, and then drag the AutoFill icon to the desired location
• If you use a mouse, drag the fill handle on the lower right of the cell to the desired location
• Tap or click the Sum button on the HOME tab, select the desired cell range, and then press the ENTER key to add a SUM function to the selected cell
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Entering Formulas Using the ROUND Function and Determining Totals in the Consolidated Worksheet
Working with Multiple Worksheets and Workbooks 10
Formatting Codes
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Creating and Assigning a Custom Format Code and a Comma Style Format• Select the range of cells and press and hold or right-click any of
the selected ranges to display a shortcut menu, and then tap or click Format Cells to display the Format Cells dialog box
• If necessary, tap or click the Number tab to display the Number tab and then click tap or Custom in the Category list to begin creating a custom format code
• Delete the word General in the Type box, and then enter the desired format code
• Tap or click the OK button to display the numbers in the selected ranges
• Tap or click the Comma Style button on the HOME tab to display the numbers in the selected ranges using the Comma style format
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Creating and Assigning a Custom Format Code and a Comma Style Format
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Cell Styles
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Creating a New Style
• Tap or click the Cell Styles button on the HOME tab to display the Cell Styles gallery
• Tap or click ‘New Cell Style’ in the Cell Styles gallery to display the Style dialog box
• Type the desired name for the new style• Tap or click the Format button to display the Format Cells
dialog box and select desired formats• Tap or click the OK button to close the Format Cells dialog box• Tap or click the OK button to add the new style to the list of
styles available with the current workbook in the Cell Styles gallery
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Creating a New Style
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Applying a New Style
• Select the desired cell(s) and then tap or click the Cell Styles button on the HOME tab to display the Cell Styles gallery
• Tap or click the name of the new style to assign the style to the selected cell(s)
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Adding a Worksheet to a Workbook• Tap or click the
New sheet button at the bottom of the window to add a new worksheet to a workbook
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Copying the Contents of One Worksheet to Another Worksheet in a Workbook
• Tap or click the sheet tab for the sheet containing the data to copy
• Tap or click the Select All button to select the entire worksheet and then tap or click the Copy button on the HOME tab to copy the contents of the worksheet
• Tap or click the Paste button on the HOME tab to copy the data on the Office Clipboard to the selected sheet
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Copying the Contents of One Worksheet to Another Worksheet in a Workbook
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Adding a Copy of a Worksheet to a Workbook• Press and hold or right-click the desired sheet tab
to display a shortcut menu• Tap or click ‘Move or Copy’ to display the Move or
Copy dialog box• Tap or click the desired location and then tap or
click to place a check mark in the ‘Create a copy’ check box
• Tap or Click the OK button to add a copy of the worksheet to the workbook
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Adding a Copy of a Worksheet to a Workbook
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Drilling an Entry through Worksheets• If using touch, press and hold the Sheet1 tab and then tap ‘Select
All Sheets’ on the shortcut menu. If using a mouse, right-click Sheet1 tab and then click ‘Select All Sheets’
• Type the entry in the desired cell and then press the DOWN ARROW key to change sample data to the actual value
• Enter the remaining entry changes in the other cells and then select a blank cell to select the same cell in all of the selected workbooks
• If using touch, press and hold the Sheet1 tab and then tap Ungroup Sheets on the shortcut menu. If using a mouse, right-click the Sheet1 tab and then click Ungroup Sheets
• Click through the sheet tabs in use to verify that all are identical
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Drilling an Entry through Worksheets
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• Select the desired cell and then tap or click the Sum button on the HOME tab to display the SUM function and ScreenTip
• Tap or click the desired sheet tab to display the worksheet, and then tap or click the same cell to select the first portion of the argument for the SUM function
• While holding down the SHIFT key, tap or click a new desired sheet tab to select the ending range of the argument for the SUM function
• Tap or click the Enter box in the formula bar to enter the SUM function with the 3-D references in the selected cell
Entering and Copying 3-D References Using the Paste Gallery
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• With the desired cell active, tap or click the Copy button on the HOME tab to copy the SUM function and the formats assigned to the selected cell to the Office Clipboard
• Select the desired range and then tap or click the Paste arrow on the HOME tab to display the Paste gallery
• Tap or click the Formulas button in the Paste gallery to copy the SUM function to the new range and automatically adjust the cell references in the SUM function to reference the corresponding cells on the three sheets in the workbook
Entering and Copying 3-D References Using the Paste Gallery
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Entering and Copying 3-D References Using the Paste Gallery
Working with Multiple Worksheets and Workbooks 27
Moving a Chart
• If you are using a touch screen, point to the chart and then drag the chart until the upper-left corner of the chart is located in the upper-left corner of the desired cell
• If you are using a mouse, point to the chart. The pointer will change to a four-headed arrow. Use the mouse to drag the chart until the upper-left corner of the chart is located in the upper-left corner of the desired cell
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Moving a Chart
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Resizing a Chart
• Drag the resizing handle in the lower-right corner of the chart until the chart is the desired size
• If necessary, tap or click the Zoom Out button on the task bar until you can see the whole chart
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• Tap or click a pie slice twice (do not double-tap or double-click) to select only one slice of the 3-D Pie chart
• Press and hold or right-click the desired slice to display a shortcut menu and the mini toolbar
• Tap or click ‘Format Data Point’ on the shortcut menu to open the Format Data Point task pane
• Drag the Point Explosion slider to the desired size to set how far the slice in the 3-D pie chart should be offset from the rest of the chart
Exploding the 3-D Pie Chart
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Exploding the 3-D Pie Chart
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Rotating the 3-D Pie Chart
• Press and hold or right-click the chart to display a shortcut menu
• Tap or click ‘3-D Rotation’ on the shortcut menu to open the Format Chart Area task pane
• Tap or click the X Rotation up arrow (Format Chart Area dialog box) to the desired X rotation to rotate the chart
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Rotating the 3-D Pie Chart
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Changing the Margins and Centering the Printout Horizontally• Press and hold or right-click desired sheet tab and tap or click
‘Select All Sheets’ on the shortcut menu• Display the PAGE LAYOUT tab and tap or click the Page Setup
Dialog Box Launcher to display the Page Setup dialog box• When Excel displays the Page Setup dialog box, if necessary,
tap or click the Page tab to select desired orientation and scaling
• Make the Margins tab the active tab to set the top, bottom, left, and right margins as desired
• Tap or click the Horizontally check box in the ‘Center on page’ area to center the worksheet on the printed page horizontally
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Changing the Margins and Centering the Printout Horizontally
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Adding a Header and Footer
• Tap or click the Page Layout button on the status bar to display the worksheet in Page Layout view
• Display the Header area. Tap or click a header box to select it as the area for a header, and then type the desired name
• Enter desired data into the other header areas• Repeat the above steps for the footer areas
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Adding a Header and Footer
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Selecting and Deselecting Sheets
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Inserting and Removing a Manual Page Break• Tap or click the Breaks button on the PAGE
LAYOUT tab to display the Breaks menu• Tap or click ‘Insert Page Break’ on the Breaks
Menu to insert a page break• Tap or click ‘Remove Page Break’ on the Breaks
Menu to remove the page breaks
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Inserting and Removing a Manual Page Break
Working with Multiple Worksheets and Workbooks 41
Hiding Page Breaks
• Tap or click Options in Backstage view to display the Excel Options dialog box
• Tap or click the Advanced tab in the left pane to display advanced Excel options in the right pane
• Scroll the right pane until the Display options for the worksheet area appears
• Tap or click the ‘Show page breaks’ check box to clear the check box
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Hiding Page Breaks
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Searching for and Opening Workbooks• Tap or click ‘Open Other Workbooks’ in the
Backstage view to display the Open gallery• Tap or click Computer, SkyDrive, or other location
in the left pane and then navigate to the location of the drive to be searched
• Type the Search text in the Search box• While holding down the CTRL key, tap or click
each of the location workbook names one at a time to select the workbooks to open
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Searching for and Opening Workbooks• Tap or click the Open button to open the selected workbooks• Tap or click the Switch Windows button on the VIEW tab to
display the names of the workbooks with a check mark to the left of the active workbook
• Tap or click the Arrange All button on the VIEW tab to display the Arrange Windows dialog box
• Tap or click Vertical in the Arrange Windows dialog box to arrange the windows vertically, and then, if necessary, tap or click the ‘Windows of active workbook’ check box to clear it
• Tap or click the OK button to display the opened workbooks arranged vertically
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Searching for and Opening Workbooks
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Consolidating Data by Linking Workbooks• Select the desired worksheet and begin a formula in
the desired cell• Tap or click the Switch Windows button on the
VIEW tab to display the Switch Windows menu• Select the next desired worksheet and select the
desired cell for to use in the formula from the first worksheet
• Continue selecting cells to reference from other workbooks by using the Switch Windows button until the formula is complete
Working with Multiple Worksheets and Workbooks 47
Consolidating Data by Linking Workbooks
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Chapter Summary
• Use the ROUND function• Use custom format codes• Create, apply, and remove a style• Add a worksheet to a workbook• Add data to multiple worksheets at the same time• Create formulas that use 3-D cell references
Working with Multiple Worksheets and Workbooks 49
Chapter Summary
• Add a rotated pie chart with an exploded wedge• Add a header or footer and change margins• Insert and remove a page break• Consolidate data by linking workbooks
Chapter 5Complete
MicrosoftExcel 2013
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