excel 2007 ® business and personal finances

2 Excel 2007® Business and Personal Finances

How can Microsoft Excel 2007 help you to be more productive?

2 Lesson 1: Excel Basics

Spreadsheets in Excel can help you organize and track inventory and sales in business, course schedules and budgets at school, and personal finances at home.

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• What are the parts of the Excel screen?• How can I create and close workbooks?• How do I name and save a workbook?• How can I insert and edit cell contents?• How do I calculate a sum?• How can I print a worksheet?• What vocabulary words should I review?

View This Presentation to Answer the Following Questions:

2Spreadsheets are used to maintain schedules, track expenses, and manage large-scale projects in a variety of careers.

Lesson 1: Excel Basics 2.


Credit analysts and financial managers use a wide range of spreadsheet functions to input and assess credit histories,financial portfolios, and budgets.

Computer software engineers and programmers use spreadsheets to analyze problems, write programs, and create software.

2The Excel screen contains

Lesson 1: Excel Basics

Quick Access Toolbar

Scroll bars

Office Button

Title bar

Start Button Status bar

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2The Ribboncontains tabs and buttons.


At the top of the screen is the Ribbon.

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2The tabs display buttons, also known as commands.


Buttons are organized into groups that relate to a specific activity, such as formatting and editing text.

Pointing your cursor at a button makes ScreenTips appear, showing you the button’s name.

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2Use the Dialog Box Launcher to open a group’s dialog box.


More commands are available in dialog boxes located within the groups.

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2There are several ways to change the appearance of the screen.


Increase the zoom percentage to make everything appear larger.

Decrease the zoom percentage to see more of a worksheet at once.

Another way to see more of the screen is to minimize the Ribbon.

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2An Excel file is called a workbook.


A workbook contains one or more sheets called worksheets, also known as spreadsheets.

A worksheet contains data such as numbers and formulas.

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When you launch Excel, a new workbook appears automatically.

To create a new workbook, start Excel.


Click the sheet tabs to move from one worksheet to another.

When you create a new workbook, it contains three worksheets.

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2A folder helps you organize your files so you can find them quickly.


One way to create a new folder is to use the Save As dialog box.

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2To save a file, click the Office Button and choose Save As.


In the dialog box that opens, key in the file name and click Save.

Name your file in the File Name Box.

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To open an existing workbook, you need to know the name of the file and in which folder it was saved.

When working with others, give your files appropriate names—your files should be logical to everyone you work with.

2How can you reveal the name of a button or command?

Tech Check

Answer:Point your cursor at a button to makes ScreenTips appear, which show you the button’s name.


2How can you create a new folder?

Tech Check

Answer:One way to create a new folder is to use the Save As dialog box.


2How do you move up and down or left and right in a document?

Tech Check

Answer:Use scroll bars to move horizontally and vertically in a document.


2How could spreadsheet skills improve your chances of obtaining a higher salary?

Academic Skills Check

Answer:Many high-paying jobs in the computer industry, including computer programmers and computer software engineers, use spreadsheet skills in their work.


2How can you make it easier for others to find files you’re working on together?

Academic Skills Check

Answer:To make it easier for others to find files, make your file and folder names and structures logical.



You can insert or edit data directly into the cell or by using the formula bar.

Worksheets are made up of boxes called cells that are organized into horizontal rows and vertical columns.

Cell

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2A cell is named by its cell reference, or its column letter and row number.


For example, cell A1 is in column A, row 1.

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If you change your mind or make a mistake while working with Excel, choose Undo. This will undo, or reverse, your last action.

To revert to the original choice, choose Redo.

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To calculate a sum in Excel 2007, use a formula.

A formula is an equation that begins with an equal sign (=) and includes values or cell references.

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Formulas allow you to perform different actions, such as adding a column of numbers.

The formula bar displays the formulas and contents of selected cells.

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The Print dialog box allows choose the printer, the number of copies that will print, and where the document will print.

To print your worksheet, click the Print button to open Print dialog box.

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Use Help to find answers to any questions you have about using Excel.

Click the Help button to open Help window, and search for a topic.

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2 Labeled Excel Spreadsheet

2How can you make everything in a worksheet appear larger or smaller?

Answer:To change the size of things in a worksheet, choose the Zoom option.


Tech Check

2How can you reverse your last action in Excel if you make a mistake?

Answer:To reverse your last action, choose Undo.


Tech Check


Vocabulary Review

workbook

An Excel file that contains one or more worksheets.


Vocabulary Review

worksheet

A sheet of cells organized into rows and columns, sometimes also called a spreadsheet.


Vocabulary Review

sheet tab

A small tab at the bottom of a worksheet that allows you to move from one worksheet to another within the same workbook.


Vocabulary Review

ScreenTip

A description that appears when you point to a button.


Vocabulary Review

cell

The intersection of a row and a column in a table or worksheet.


Vocabulary Review

cell reference

The column letter and row number of a cell.

2An equation containing values, cell references, or both.


Vocabulary Review

formula


Vocabulary Review

group

An organized set of commands that relates to a specific activity.


Vocabulary Review

Quick Access Toolbar

An organized set of commands that relates to a specific activity.

excel 2007 ® business and personal finances

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