Excel 2011-2013 for Food Systems Management II The University of Akron TABLE OF CONTENTS OVERVIEW ...................................................................................................................... 1 DISCUSSION ..................................................................................................................... 2 OBJECTIVES ..................................................................................................................... 2 LESSON 1: THE EXCEL WINDOWS........................................................................... 3 LESSON 2: PLANNING A WORKBOOK WITH MULTIPLE SHEETS ................. 4 LESSON 3: INSERTING, MOVING AND RENAMING SHEETS ............................ 7 PART A: INSERTING A SHEET ........................................................................................... 7 PART B: RENAME A SHEET .............................................................................................. 8 PART C: MOVE A SHEET .................................................................................................. 8 LESSON 4: TYPING SIMULTANEOUSLY ON MULTIPLE SHEETS ................... 9 PART A: MAKING MULTIPLE SHEETS ACTIVE.................................................................. 9 PART B: TYPING AT ONCE ON ALL ACTIVE SHEETS ......................................................... 9 PART C: FORMATTING AT ONCE ON ALL ACTIVE SHEETS.............................................. 11 PART D: UNGROUP THE SHEETS ..................................................................................... 13 LESSON 5: USING COPY AND PASTE ..................................................................... 14 LESSON 6: MOVING DATA ........................................................................................ 15 PART A: USING CUT AND PASTE .................................................................................... 15 PART B: USING DRAG AND DROP .................................................................................. 16 LESSON 7: USE PAGE SETUP BEFORE PRINTING ............................................. 17 APPENDIX A: TIPS FOR WORKING WITH ROWS AND COLUMNS ............... 20 APPENDIX B: THE EDIT, CLEAR COMMANDS ................................................... 21 APPENDIX C: USE ATOMIC LEARNING TO GET HELP ................................... 22 These materials were developed and are owned by The University of Akron. All rights reserved. ©2014 The University of Akron Ver. 2014.11.21 . [email protected] Page 1 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II The University of Akron Overview Discussion You are asked to use Microsoft Excel to complete menu projects. This session will build on the computer skills introduced in Food Systems Management I to further your knowledge of Excel and help you to complete the menu project. The menus used in this Excel course are for illustration purposes to teach you how to use Excel. The menus may not meet the requirements of the project as assigned by your instructor. Objectives In this course, you will learn to: Plan a workbook with multiple sheets Insert sheets Move sheets Rename sheets Type on more than one sheet at a time Use copy and paste Use autofill Move data with cut and paste Move data with drag and drop Use borders Use shading Use the Page Setup dialog box Ver. 2014.11.21 . [email protected] Page 2 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II The University of Akron Lesson 1: The Excel Windows Open Excel to review its windows. To do that, click on the Start Button or Office globe and trace to (All) Programs > Microsoft Office > Excel and click on Excel. This screenshot shows the basic elements of the Excel windows. Quick Access toolbar Control buttons for window Ribbon Name Box Formula Bar Sheet Active Cell Scroll bars When you begin a new workbook, Excel will give you one sheet. You can create additional sheets and delete any sheet. The workbook must have at least one sheet. When you save your work, all the sheets in a workbook are saved in one file, under one file name. Each sheet in the workbook consists of a series of columns identified by lettered column headings and a series of rows identified by numbered row headings. Columns are assigned alphabetic labels from A to XFD (16,384 columns). Rows are assigned numeric labels from 1 to 1,048,576 (1,048,576 rows). A cell is the rectangular area where a column and a row intersect. Each cell is identified by a cell reference, such as A1, which is its column and row location. The active cell is the cell in which you currently are working. Excel identifies the active cell with a dark border that outlines one cell. In the example above, cell A1 is the active cell. Ver. 2014.11.21 . [email protected] Page 3 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II The University of Akron Lesson 2: Planning a Workbook with Multiple Sheets Planning the menu project before beginning to type will save you some time and effort. The overall appearance of one day’s menus is the same as any other day’s menus, so planning a form to use for each day will make the work in Excel easier. The Plan 1. In the menu project that you are assigned, you need to have one week of menus. Each day of the week is to appear on one sheet of paper. One way to do this is to place each day’s menus on its own sheet, so that there are seven sheets in the workbook. What happens 2. The overall appearance of each of the seven sheets will be the same. • The day of the week will appear in cell A1. Row 2 will be used for the diet labels. • The meal names, Breakfast, Lunch and Dinner, will appear in the first column on the left. • For each meal, ten rows are allotted for menu items. Ver. 2014.11.21 . [email protected] Page 4 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II The University of Akron 3. There are five (5) diets to include. Each menu item in a diet needs to have its portion size (PS) indicated. These labels will be in row 2. 4. Formatting the labels for the columns and rows will make the menus easier to read. Ver. 2014.11.21 . [email protected] Page 5 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II 5. When the form is typed and formatted for one day, the form will be typed and formatted for all the days of the week at the same time. The University of Akron With one set of typing and formatting, the form is created on all seven days. Ver. 2014.11.21 . [email protected] Page 6 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II The University of Akron Lesson 3: Inserting, Moving, and Renaming Sheets When a new workbook is opened in Excel, it will have one sheet by default. In the plan for the menu project, seven sheets are required. There will be a sheet for each day of the week. Part A: Inserting a Sheet What you do 1. Open Excel. What happens The application Excel is started and a new workbook is opened. Note that there is one sheet in the new workbook. The active sheet, with its tab highlighted in white, is Sheet1. 2. At the bottom of the work window, click on the New Sheet tool is located after the Sheet1 tab. 3. Repeat step 2 five more times. , which A sheet, named Sheet2, is inserted after Sheet1. The workbook has seven sheets. Ver. 2014.11.21 . [email protected] Page 7 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II The University of Akron Part B: Rename a Sheet Renaming a sheet from a default name, such as Sheet1, to Monday will make it easier to locate the data. What you do 1. Double click on the sheet tab named Sheet1. What happens The word “Sheet1” is selected. 2. Type Monday. 3. Press the ENTER key. The edit is complete. Pressing ENTER lets Excel know that you are done typing. 4. Follow this procedure to rename the remaining sheets for the days of the week, Tuesday through Sunday. The sheets are renamed for the days of the week. Part C: Move a Sheet If the sheets are not in the order that you would like, use drag and drop to move them. In this exercise, you move the Sunday sheet to be the first sheet. What you do 1. Place the mouse pointer on the Sunday sheet tab. 2. Hold down the mouse button. What happens The mouse pointer will look like an arrow 3. Drag the mouse pointer to the left until the black triangle is in front of the Monday tab. 4. Release the mouse button. 5. Click on File > Save As > Computer. 6. Select Browse to navigate to the drive on which to save, which will be listed under Computer in the left column of the Save As dialog box. 7. In the File name box, type menu project. 8. In the Save As dialog box, click on the Save button. The Sunday sheet is moved from the last position to the first position in the sheets. with a sheet of paper attached to it . A small black triangle will appear above and to the left of the sheet tab. The workbook is saved. Ver. 2014.11.21 . [email protected] Page 8 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II The University of Akron Lesson 4: Typing Simultaneously on Multiple Sheets Usually, when you type or format cells, only one sheet is active. If several sheets require the same typing or format, you can select the appropriate sheets, so all those sheets are active. Then, type or format at once on the active sheets Part A: Making Multiple Sheets Active What you do 1. Note that the Sunday sheet is the active sheet. Active sheets are indicated by a bright white tab. What happens 2. To select all the sheets, a quick method is to place the mouse pointer over the sheet tab that is to be on top. In this lesson, it will be Sunday. 3. Right-click on the Sunday sheet tab and choose Select All Sheets from the shortcut menu. All the sheets are active. Part B: Typing at Once on All Active Sheets What you do 1. Be certain that all the sheets are active. (All the tabs will be bright white.) What happens All the sheets are active. If all the sheets are not active, follow steps 2 and 3 above. Ver. 2014.11.21 . [email protected] Page 9 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II What you do Be sure that the Sunday sheet is active and (on top.) The University of Akron What happens The entries are made to every sheet. 2. Type the following: a. In cell A3, Breakfast. b. In cell A13, Lunch. c. In cell A23, Dinner. 3. Excel can recognize patterns. This can In step 3c, the pattern is selected. save typing time. a. In cell B2, type PS. b. In cell D2, type PS. c. With the mouse pointer as the white cross, select cells B2:E2. This is the pattern. (PS, space, PS, space) 4. Use AutoFill to fill in cells F2:K2, if 5 diets are assigned. In step 4 b, the pattern is repeated. Use AutoFill to fill in cells F2:Q2, if 8 diets are assigned. a. Place the mouse pointer on the small black rectangle in the lower left corner of the selected cells. The mouse pointer will look like a thin, black cross . b. With the mouse pointer as the thin, black cross, drag through cells F2:K2 or cells F2:Q2. Ver. 2014.11.21 . [email protected] Page 10 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II What you do 5. To complete the data entry for row 2, type the following: a. In cell C2, type HOUSE. b. In cell E2, type SOFT. c. In cell G2, type DL1 for Dysphagia Level 1. d. In cell I2, type CCHO for Consistent Carbohydrate Diet. e. In cell K2, type NAS for No Added Salt. The University of Akron What happens If additional diets are included, they may be: • 2GM NA for 2 Gram Sodium • 1800 CAL for 1800 Calorie Diabetic Diet • RED FAT for Restricted Fat/Cholesterol The sheets look like this. Part C: Formatting at Once on All Active Sheets What you do 1. Be certain that all the sheets are active. (All the tabs will be bright white.) What happens All the sheets are active. If all the sheets are not active, rightclick on the Sunday sheet tab and choose Select All Sheets from the shortcut menu. Ver. 2014.11.21 . [email protected] Page 11 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II What you do 2. Apply shading to the cells with the labels in row 2. a. With the mouse pointer as the white cross , select cells B2:K2 or B2:Q2. b. On the Home tab, click on the down arrow of the Fill tool The University of Akron What happens The list of colors on the Fill tool is displayed in step b. . c. Select a color from the list that displays. 3. Apply a border to the cells with labels in row 2. a. With the mouse pointer as the white cross , select cells B2:K2 or B2:Q2. b. On the Home tab, click on the down arrow of the Border tool The list of borders on the Border tool is displayed in step b. . c. Select a border from the list that displays. In this example, Thick Bottom Border is selected. 4. With the cells B2:K2 or B2:Q2 selected, click on the Bold tool the Home tab. in 5. In the Quick Access toolbar, click on the Save tool The text in the selected cells is in bold type. The file, with the changes, is saved. to save the changes. Ver. 2014.11.21 . [email protected] Page 12 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II The University of Akron Part D: Ungroup the Sheets Ungroup the sheets, when you have completed the work that you want to do simultaneously on multiple sheets. What you do 1. Place the mouse pointer over the Sunday sheet tab. 2. Right-click. What happens The shortcut menu appears. 3. From the shortcut menu, click on Ungroup Sheets. Only one sheet is now active. It will be the sheet on whose tab you right-clicked. The active sheet’s tab is a brighter white than the inactive sheet tabs. 4. Review the sheets to see how they all contain the same labels and formatting. Ver. 2014.11.21 . [email protected] Page 13 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II The University of Akron Lesson 5: Using Copy and Paste Frequently, menu items are the same for several of the diets. You can use copy and paste to quickly enter the menu items in other diets. What you do 1. Type the following data in cells B3:C5. What happens The entries are completed. TIP: In cell B4, while holding down the Ctrl key, press the “ (quotation mark) key. Ctrl + “ copies the entry from the cell above the active cell. Select cells B3:C5 with these steps. Cells B3:C5 are selected. 2. Place the mouse pointer over cell B3. 3. With the mouse pointer as the wide, white cross , hold down the mouse button and drag to cell C5. 4. On the Home tab, click on the Copy tool. On the Mac, select the Copy tool from the Toolbox above the Ribbon. 5. Click in cell H3 to make it the active cell. 6. In the Home tab, click on the top half of the Paste tool . On the Mac, click on the left half of the Paste tool. The entries are copied to the Windows program called The Clipboard. In Excel, the copied cells are surrounded by the marquee (the moving, dashed lines). The copied entries are pasted into the cells, beginning with cell H3. Until you create another copy (or a cut) or press the ESCape key to erase the marquee, this copy also will remain on the Clipboard. Ver. 2014.11.21 . [email protected] Page 14 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II The University of Akron Lesson 6: Moving Data To avoid retyping data that was entered into an incorrect cell, move the data to the correct cell with cut and paste or drag and drop. Part A: Using Cut and Paste What you do 1. Place the mouse pointer over cell H3. 2. With the mouse point appearing as a white cross , hold down the mouse button and drag to cell I5 to select the data to move. What happens Cells H3:I5 are selected. On the Mac, the mouse pointer is a hand. 3. On the Home tab, click on the Cut tool . On the Mac, the Cut tool is in the Toolbox above the Ribbon. 4. Click in cell D3 to make it the active cell. 5. Click on the top half of the Paste tool The entries are copied. In Excel, the cut cells are surrounded by the marquee (the moving, dashed lines). The cut entries are pasted into the cells, beginning with cell D3. The entries are deleted from the cells H3:I5. The move is completed. . On the Mac, click on the left side of the Paste tool. Ver. 2014.11.21 . [email protected] Page 15 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II The University of Akron Part B: Using Drag and Drop What you do 1. If necessary, select cells D3:E5. What happens Cells D3:E5 are highlighted. 2. Place the tip of the mouse pointer on the border of the selected area. The mouse pointer displays as a fourpronged arrow with the selection arrow . This is the pointer shape that is necessary to move the data by dragging it to a new location. On the Mac, the mouse pointer displays as a hand. 3. Hold down the mouse button and drag to cell H3. An outline of the selected cells is displayed. 4. Release the mouse button to drop the entries. Ver. 2014.11.21 . [email protected] Page 16 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II The University of Akron Lesson 7: Use Page Setup before Printing Before you print your sheet(s), review the options in the Page Setup dialog box. Page Setup is accessed from the Home tab of the Ribbon. IMPORTANT: When selections are made in Page Setup, only the active sheet(s) is affected. If the selections are to be applied to multiple sheets, CTRL + click on each of the sheet tabs to select them. Then, make the choices in the Page Setup dialog box. What you do 1. Click on the File tab of the Ribbon or File in the menu. 2. Click on Print. On the PC, Microsoft refers to this window as the Backstage. What happens You can see how your work will look when you print it. 3. Use the Page tools , at the bottom, center of the window, to preview other pages. Ver. 2014.11.21 . [email protected] Page 17 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II What you do 4. Click on the Page Setup link (on the Mac, Page Setup button) at the bottom of the window. 5. In the Page Setup dialog box, click on the Page tab. 6. Note that on the Page tab, you can: a. Change the page orientation from portrait to landscape. b. Scale the active sheet. c. Change the paper size. The University of Akron What happens The Page Setup dialog box is displayed. The landscape page orientation and legal paper size are selected. On the Mac, click on the Options button to select a paper size. d. For your project, you may want to landscape the paper and change the paper size to legal (8 ½ by 14). The Margins tab of the Page Setup box is 7. Click on . displayed. 8. Note that on the Margins tab, you can: a. Change the margins. b. Center the printing horizontally and/or vertically on the paper. 9. For your project, you may want to center horizontally. Click in its checkbox to make that selection. Ver. 2014.11.21 . [email protected] Page 18 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II What you do 10. If all the worksheets need to have the same header or footer, return to the workbook by using the back button, if necessary. Then: a. Right click on the active sheet tab. b. Choose Select all sheets. 11. To display the Page Setup dialog box, select File > Print > Page Setup. 12. In the Page Setup dialog box, click on the Header/Footer tab. 13. At the down arrow for Header (top of page) or the down arrow for Footer (bottom of page), select the data that you want to print. The University of Akron What happens The Page 1 of ? choice will print the word Page, the page number and the total number of pages. Example: Page 1 or 7 Page 2 of 7 14. Click on OK to preview the changes. Optional: On the Mac, a full screen (print) Preview is available on the Layout tab. 15. Click on the Back button to return to the Normal View. Print Preview is closed. The Normal view of the sheet is displayed. On the Mac, exit from the Preview window, if you opened it. 16. Click on the Save tool . The changes to the workbook are saved. Ver. 2014.11.21 . [email protected] Page 19 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II The University of Akron Appendix A: Tips for Working with Rows and Columns Column headers Row headers On the Mac, control+click is the same as right click on the PC. Type of edit Column, change width What to do Place the mouse pointer on the dividing line between the column headers. With the mouse pointer appearing as a doubleheaded arrow Column, delete Column, insert new Row, change height Right-click on the column header (where the letter for the column is given, such as ) and choose Delete from the shortcut menu. Right-click on the column header (where the letter for the column is given, such as ) and choose Insert from the shortcut menu. Place the mouse pointer on the dividing line between the row headers. With the mouse pointer appearing as a doubleheaded arrow Row, delete Row, insert new , drag the dividing line. , drag the dividing line. Right-click on the row header (where the number for the row is given, such as ) and choose Delete from the shortcut menu. Right-click on the row header (where the number for the row is given, such as ) and choose Insert from the shortcut menu. Ver. 2014.11.21 . [email protected] Page 20 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II The University of Akron Appendix B: The Edit, Clear Commands A cell can contain three things: contents (the typing), formatting, and comments. Using the delete or backspace key only erases the contents of a cell. To clear the formatting or comments, select the cell or cells. Click on the down arrow of the Clear tool appropriate option. on the Home tab. From the list that displays, select the From the Mac’s menu, select Edit > Clear. Ver. 2014.11.21 . [email protected] Page 21 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron Excel 2011-2013 for Food Systems Management II The University of Akron Appendix C: Use Atomic Learning to Get Help Atomic Learning is a website with thousands of short 1-3 minute tutorials to quickly answer your questions about how to perform a specific computer-based task. There are hundreds of tutorials for Excel 2013, organized by level (Introduction, Intermediate, Advanced, Charts). Tutorials are listed by topic within each level. To use Atomic Learning, you first login to My Akron. When the Atomic Learning link is used in My Akron, it identifies you as a student at The University of Akron and allows access to the tutorials. To access Atomic Learning tutorials: 1. 2. 3. 4. 5. Open a browser, such as the Internet Explorer or Firefox. Go to The University of Akron’s home page at http://www.uakron.edu. Click on the My Akron link at the top of the web page. Login with your UAnet ID and password. Click on the Technology Support tab. 6. Click on the Atomic Learning link. (If you cannot locate the Atomic Learning link, click on the My Experience tab. Select Student Center > Main Menu > Help. The link should display.) 7. On the Atomic Learning web site, select the desired filters, such as: • Enter a keyword for the topic that you need. • At the down arrow for Advanced Filters, select Excel 2013. • Click to select from the search results. Ver. 2014.11.21 . [email protected] Page 22 These materials may not be reproduced in whole or in part without the express written permission of The University of Akron
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