Excel ch07
- 1. Chapter 7 Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots Microsoft Excel 2013
- 2. • Create and use a template • Import data from a text file, an Access database, a webpage, and a Word document • Paste special • Transpose data while pasting it • Convert text to columns • Replicate formulas Objectives Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 2
- 3. • Use the Quick Analysis tool • Find and replace data • Insert and format a 3-D cone chart • Use WordArt to create a title • Insert and modify a SmartArt graphic • Format images with styles • Include a hyperlinked screen shot Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 3 Objectives
- 4. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 4 Project – Clear Pools Sales Analysis
- 5. • Create a template with sample data and formulas • Use a template to create a new workbook • Import and format outside data into an excel workbook • Use the quick analysis tool to create charts and totals easily • Find and replace data • Insert and format a 3-d cone chart • Create and format a SmartArt graphic to display pictures and text • Add a hyperlinked screen shot Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 5 Roadmap
- 6. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 6 Saving the Template • Tap or click the Save button to display the Save As dialog box • Type the desired file name in the File name box • Tap or click the ‘Save as type’ box arrow and then click Excel Template in the list to specify that this workbook should be saved as a template • Navigate to the desired save location • Tap or click the Save button
- 7. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 7 Saving the Template
- 8. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 8 Opening a Template and Saving It as a Workbook • With Excel active, tap or click File Explorer app button on the taskbar to run the File Explorer app • Navigate to the location of the file to be opened • Double-tap or double-click the template file to open a new file based on the template • Tap or click the Save button to display the Save As gallery • Type the file name in the File name box and then navigate to your storage location • Tap or click the Save button to save the file
- 9. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 9 Opening a Template and Saving It as a Workbook
- 10. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 10 Importing Data from a Text File into a Worksheet • Tap or click the first cell on the worksheet to contain the imported data • Tap or click the ‘Get Data From Text’ button on the DATA tab to display the Import Text File dialog box • If necessary, navigate to the location of the file containing text to insert • Double-tap or double-click the name of the file to start the Text Import Wizard and display the Text Import Wizard – Step 1 of 3 dialog box • Tap or click the Next button to display the Text Import Wizard Step 2 of 3 dialog box
- 11. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 11 Importing Data from a Text File into a Worksheet • Select the delimiter • Tap or click the Next button to display the Text Import Wizard – Step 3 of 3 dialog box • Tap or click the Finish button to finish importing the selected text file and display the Import Data dialog box • Tap or click the Properties button to display the External Data Range Properties dialog box • Tap or click on the desired settings, and then tap or click the OK button to accept the settings • Tap or click the OK button to import the data from the text file into the worksheet, beginning in the selected cell
- 12. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 12 Importing Data from a Text File into a Worksheet
- 13. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 13 Importing Data from an Access Table into a Worksheet • Tap or click the first cell on the worksheet to contain the imported data • Tap or click the ‘Get Data From Access’ button on the DATA tab to display the Select Data Source dialog box • Navigate to the location of the Access database file containing the table to insert • Tap or click the name of the file to import • Tap or click the Open button to display the Import Data dialog box • Tap or click the OK button to import the data in the database to a table
- 14. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 14 Importing Data from an Access Table into a Worksheet
- 15. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 15 Formatting the Access Data • Press and hold or right-click the desired cell and then tap or click Table on the shortcut menu. • Tap or click ‘Convert to Range’ on the Table submenu and then tap or click the OK button to convert the table to a range
- 16. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 16 Importing Data from a Webpage into a Worksheet • Tap or click the first cell on the worksheet to contain the imported data • Tap or click the ‘Get data From Web’ button on the DATA tab to display the New Web Query dialog box • Type the Web page address in the Address bar, and then tap or click the Go button to display the webpage in the preview area • Tap or click the right arrow button near the data in the HTML table to select it
- 17. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 17 Importing Data from a Webpage into a Worksheet • Tap or click the Import button to display the Import Data dialog box • Tap or click the Properties button to display the External Data Range Properties dialog box • Set the desired settings, and then tap or click the OK button • Tap or click the OK button to import the data from the webpage into the worksheet
- 18. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 18 Importing Data from a Webpage into a Worksheet
- 19. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 19 Using Paste Special • Open the file from which the data should be copied. • Select the data and press CTRL+C to copy the data to the Office clipboard • Exit the file and make Excel the active window • Tap or click the desired cell to paste into • Tap or click the Paste arrow on the HOME tab to display the Paste gallery • Tap or click the Paste Special command in the Paste Gallery to display the Paste Special dialog box • Tap or click the desired Paste setting and then tap or click the OK button to paste
- 20. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 20 Using Paste Special
- 21. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 21 Transposing • With the range to be copied selected, press CTRL+C to copy the selection to the Office Clipboard • Tap or click a cell to prepare for pasting data into that location • Tap or click the Paste arrow on the HOME tab to display the Paste gallery • Tap or click the Transpose button in the Paste gallery to transpose and paste the copied cells
- 22. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 22 Transposing
- 23. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 23 Converting Text to Columns • Select the cells to prepare for converting the text to columns • Tap or click the ‘Text to Columns’ button on the DATA tab to display the Convert Text to Columns Wizard – Step 1 of 3 dialog box • Tap or click the Next button to accept Delimited as the file type and to display the Convert Text to Columns Wizard – Step 2 of 3 dialog box • Tap or click to place a check mark next to the appropriated delimiter and to display the data fields correctly in the Data preview area • Tap or click the Finish button to close the dialog box and separate the data
- 24. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 24 Converting Text to Columns
- 25. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 25 Replicating Formulas • Tap or click the formula(s) to replicate • Drag the fill handle down through the desired row to replicate the formula
- 26. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 26 Formatting with the Quick Analysis Toolbar • With the range you want formatted selected, tap or click the ‘Quick Analysis Lens’ button to display the Quick Analysis toolbar • If necessary, tap or click the FORMATTING tab to display the Quick Analysis buttons related to formatting • Tap or click the desired settings • Tap or click a desired cell and type a legend for the formatting
- 27. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 27 To Format with the Quick Analysis Toolbar
- 28. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 28 Totaling Data with the Quick Analysis Toolbar • With the range you want to analyze selected, tap or click the ‘Quick Analysis Lens’ button to display the Quick Analysis toolbar • Tap or click the TOTALS tab button tab to display the Quick Analysis button related to totals • Tap or click the Sum button
- 29. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 29 Totaling Data with the Quick Analysis Toolbar
- 30. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 30 Finding Data • Tap or click the ‘Find & Select’ button on the HOME tab to display the Find & Select menu • Tap or click Find to display the Find and Replace dialog box • Tap or click the Options button to expand the dialog box • Type in the Find what box to enter the search string • If desired, tap or click Match case and/or ‘Match entire cell contents’ to insert check marks in those check boxes • Tap or click the Find Next button • Continue tapping or clicking the Find Next button to find additional occurrences of the string
- 31. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 31 Finding Data
- 32. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 32 Finding and Replacing • Tap or click the Find & Select button on the HOME tab to display the Find & Select menu • Tap or click Replace on the Find & Select menu to display the Find and Replace dialog box • Type the text to find in the Find what box, and the text to replace with in the Replace with box • If desired, tap or click Match case and/or Match entire cell contents to insert check marks in those check boxes • Tap or click the Replace All button to replace the string • Tap or click the OK button
- 33. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 33 Finding and Replacing
- 34. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 34 Inserting a Chart Using the Quick Analysis Toolbar • Select the data to include in the chart • Tap or click the ‘Quick Analysis Lens’ button to display the Quick Analysis toolbar • Tap or click the CHARTS tab to display the buttons related to working with charts on the toolbar • Tap or click the More Charts button to display the Insert Chart dialog box • Tap or click the ALL CHARTS tab and then type the desired chart style
- 35. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 35 Inserting a Chart Using the Quick Analysis Toolbar • Tap or click the OK button to insert the chart • Tap or click the Move Chart button on the CHART TOOLS DESIGN tab to display the Move Chart dialog box • Tap or click the New sheet option button, and then type the desired sheet name in the New sheet text box • Tap or click the OK button to move the chart to the new sheet
- 36. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 36 Inserting a Chart Using the Quick Analysis Toolbar
- 37. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 37 Formatting the Chart • Tap or click the ‘Chart Quick Colors’ button on the CHART TOOLS DESIGN tab and then select the desired color to change the chart to • Press and hold or right-click any of the data columns on the chart to display the shortcut menu • Tap or click ‘Format Data Series’ on the shortcut menu to display the Format Data Series task pane • If necessary, tap or click the Series Options button to display options for working with series • Tap or click the desired Column shape option button in the Column shape area to select it
- 38. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 38 Formatting the Chart • Tap or click the Close button to close the task pane • Tap or click the Chart Elements button in the upper-right corner of the chart area and then tap of lick Axis Titles in the CHART ELEMENTS Gallery to display the axis titles • Select the text in each of the axis and type the desired replacement text or delete the text • Tap or click the Chart Styles button in the upper-right corner of the chart area and then select a style • Tap or click the Chart Styles button again to close the Chart Styles gallery
- 39. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 39 Formatting the Chart
- 40. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 40 Adding a Chart Title Using the WordArt Tool • Tap or click anywhere on the chart • Tap or click the Insert WordArt button in the INSERT tab to display the WordArt gallery • Tap or click the desired WordArt style to insert the new WordArt object • Drag the inserted WordArt object to the desired location • Select the text in the WordArt object to display the mini toolbar • Tap or click the Font Color arrow in the HOME tab and then tap or click the desired color • Type the desired text for the WordArt
- 41. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 41 Adding a Chart Title Using the WordArt Tool
- 42. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 42 Inserting a SmartArt Graphic • Tap or click the ‘Insert SmartArt Graphic’ button in the INSERT tab to display the SmartArt Graphic dialog box • Tap or click the desired type of SmartArt in the left pane of the Choose a SmartArt Graphic dialog box • Tap or click the desired layout in the gallery • Tap or click the OK button in the Choose a SmartArt Graphic dialog box to insert an Accented Picture SmartArt graphic in the worksheet
- 43. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 43 Inserting a SmartArt Graphic
- 44. Coloring and Resizing the SmartArt Graphic Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 44 • Tap or click the Change Colors button on the SMARTART TOOLS DESIGN tab to display the Change Colors gallery • Tap or click the desired color • Drag the sizing handles to resize the SmartArt graphic to the desired size
- 45. Adding Shapes to a SmartArt Graphic Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 45 • Tap or click the Add Shape button on the SMARTART TOOLS DESIGN tab to add shapes to the SmartArt graphic
- 46. Adding Text to a SmartArt Graphic Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 46 • Tap or click the Text Pane button on the SMARTART TOOLS DESIGN tab to display the Text Pane • Tap or click the first bulleted item in the Text Pane and then type the desired text • If desired, enter text in the other boxes
- 47. Adding Text to a SmartArt Graphic Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 47
- 48. Adding Pictures to a SmartArt Graphic Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 48 • Tap or click the first Insert Picture icon in the Text Pane to display the Insert Pictures dialog box • Tap or click the Office.com Clip Art box and then type the desired search term • Press the ENTER key to perform the search and double-tap or double-click the desired picture • Tap or click the Insert button to insert the picture
- 49. Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 49 Adding Pictures to a SmartArt Graphic
- 50. Adding a Style to a SmartArt Graphic Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 50 • Tap or click More button in the SMARTART TOOLS DESIGN tab to display the SmartArt Style gallery • Tap or click the desired style to apply the style to the SmartArt graphic
- 51. Inserting a Screen Shot on a Worksheet Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 51 • Display the webpage you wish to insert • Display the Excel window • Tap or click the ‘Take a Screenshot’ button in the INSERT tab to display the Take a Screenshot menu • Tap or click the live preview corresponding to the screen you wish to insert in the worksheet • Tap or click the Yes button to insert the screen shot
- 52. Inserting a Screen Shot on a Worksheet Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 52
- 53. Chapter Summary Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 53 • Create and use a template • Import data from a text file, an Access database, a webpage, and a Word document • Paste special • Transpose data while pasting it • Convert text to columns • Replicate formulas
- 54. Chapter Summary Creating Templates, Importing Data, and Working with SmartArt, Images, and Screen Shots 54 • Use the Quick Analysis tool • Find and replace data • Insert and format a 3-D cone chart • Use WordArt to create a title • Insert and modify a SmartArt graphic • Format images with styles • Include a hyperlinked screen shot