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Csis 1514 excel ch 1 ppt

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Hamdani Nurdin
Hamdani Nurdin

This document provides an introduction to Microsoft Excel 2007, covering the changes from previous versions, the file menu, ribbons and tabs interface, file formats, keyboard shortcuts, settings, status bar, and help features. It describes the historical development from paper to electronic spreadsheets and how Excel 2007 modernized the application as a decision making tool with cell referencing and recalculation capabilities. The chapter summary recaps the key topics covered in the introduction.

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Microsoft Office Excel 2007 In Business Core Chapter 1 Introduction In Business Series © Prentice Hall 2007 1
Chapter Introduction ¨ Excel Overview ¨ Changes in Excel 2007 from previous versions ¨ File Menu ¨ Excel 97-2000 File Format ¨ Right Click & Control Keys ¨ Settings & Status Bar ¨ Excel Help In Business Series © Prentice Hall 2007 2
Paper Spreadsheet ¨ Historical Perspective ¨ Data was recorded manually (Figure 1.1) ¨ Recalculation Capability ¨ Calculations were performed manually (Figure 1.2) ¨ Notice sales figure in Column 1 Row 9 ¨Sales should be 100 ¨Erase mistake & manually recalculate In Business Series © Prentice Hall 2007 3
Modernized Application ¨ Decision Making Tool ¨ Figure 1.3 Sales analysis application ¨ Recalculation Capability ¨ Use of cell references in formulas In Business Series © Prentice Hall 2007 4
Excel Overview ¨ Graphic User Interface ¨ Overall appearance ¨ New Features ¨ For a summary, watch this video from Microsoft In Business Series © Prentice Hall 2007 5
Ribbons, Tabs, Icons ¨ Ribbons contain commands and features; replaces most of the pull down menus and some toolbars ¨ Quick Access Toolbar (shown in Figure 1.6) ¨ Contains commonly used icons ¨ May be customized In Business Series © Prentice Hall 2007 6
File Menu ¨ Most Drop Down Menus ¨ Have been replaced by the Ribbon system ¨ File Drop Down Menu ¨ Does exist in Excel 2007 ¨ File Menu Commands ¨ Shown in Figure 1.7 ¨ Accessed by the Office button In Business Series © Prentice Hall 2007 7
Excel 97-2003 File Format ¨ Excel 2007 File Format ¨ Not compatible with previous versions ¨ To open/share files with previous versions, must use Save As Option ¨ File Extensions ¨ Previous editions ¨.xls ¨ Excel 2007 ¨.xlsx In Business Series © Prentice Hall 2007 8
Right Click & Control Keys ¨ Right Click ¨ Options are context sensitive ¨ Control ¨ Available options may be accessed as keyboard shortcuts In Business Series © Prentice Hall 2007 9
Settings & Status Bar ¨ Popular Settings ¨ Allow user to change default settings for future workbooks ¨ Excel Options Dialog Box (shown in Figure 1.10) ¨ Example shows default Font change In Business Series © Prentice Hall 2007 10
Status Bar ¨ Appearance ¨ May be customized by right clicking ¨ Available options ¨ May be previewed as shown In Business Series © Prentice Hall 2007 11
Excel Help ¨ The Help Window ¨ Accessed via Help icon or the F1 key ¨ Search Button ¨ Allows you to find topics of interest In Business Series © Prentice Hall 2007 12
Video Workshop ¨ Purpose ¨ Steps ¨ Perform the steps before watching the video In Business Series © Prentice Hall 2007 13
Why Do I Need This? ¨ Cell Referencing ¨ Exercises illustrate how to maximize Excel’s cell referencing capabilities ¨What is Wrong with This Spreadsheet? ¨Gives you the opportunity to apply the concepts learned ¨Will be offered in future chapters In Business Series © Prentice Hall 2007 14
Question Exercises ¨ Anecdote Questions for Discussion ¨ Review Questions ¨ Skills Exam ¨Used to test knowledge of various skills ¨Relate to Business applications ¨Will begin at the end of Chapter 2 ¨ Challenge Question ¨No specific solution method ¨Results must be accurate In Business Series © Prentice Hall 2007 15
Chapter Summary ¨ Paper Spreadsheet ¨ Electronic Spreadsheet ¨ Excel Overview ¨ Ribbons, Tabs, Icons ¨ File Menu ¨ Excel 97-2003 File Format In Business Series © Prentice Hall 2007 16
Chapter Summary (cont.) ¨ Right Click & Control Keys ¨ Settings & Status Bar ¨ Status Bar ¨ Excel Help In Business Series © Prentice Hall 2007 17

More Related Content

Csis 1514 excel ch 1 ppt

  • 1. Microsoft Office Excel 2007 In Business Core Chapter 1 Introduction In Business Series © Prentice Hall 2007 1
  • 2. Chapter Introduction ¨ Excel Overview ¨ Changes in Excel 2007 from previous versions ¨ File Menu ¨ Excel 97-2000 File Format ¨ Right Click & Control Keys ¨ Settings & Status Bar ¨ Excel Help In Business Series © Prentice Hall 2007 2
  • 3. Paper Spreadsheet ¨ Historical Perspective ¨ Data was recorded manually (Figure 1.1) ¨ Recalculation Capability ¨ Calculations were performed manually (Figure 1.2) ¨ Notice sales figure in Column 1 Row 9 ¨Sales should be 100 ¨Erase mistake & manually recalculate In Business Series © Prentice Hall 2007 3
  • 4. Modernized Application ¨ Decision Making Tool ¨ Figure 1.3 Sales analysis application ¨ Recalculation Capability ¨ Use of cell references in formulas In Business Series © Prentice Hall 2007 4
  • 5. Excel Overview ¨ Graphic User Interface ¨ Overall appearance ¨ New Features ¨ For a summary, watch this video from Microsoft In Business Series © Prentice Hall 2007 5
  • 6. Ribbons, Tabs, Icons ¨ Ribbons contain commands and features; replaces most of the pull down menus and some toolbars ¨ Quick Access Toolbar (shown in Figure 1.6) ¨ Contains commonly used icons ¨ May be customized In Business Series © Prentice Hall 2007 6
  • 7. File Menu ¨ Most Drop Down Menus ¨ Have been replaced by the Ribbon system ¨ File Drop Down Menu ¨ Does exist in Excel 2007 ¨ File Menu Commands ¨ Shown in Figure 1.7 ¨ Accessed by the Office button In Business Series © Prentice Hall 2007 7
  • 8. Excel 97-2003 File Format ¨ Excel 2007 File Format ¨ Not compatible with previous versions ¨ To open/share files with previous versions, must use Save As Option ¨ File Extensions ¨ Previous editions ¨.xls ¨ Excel 2007 ¨.xlsx In Business Series © Prentice Hall 2007 8
  • 9. Right Click & Control Keys ¨ Right Click ¨ Options are context sensitive ¨ Control ¨ Available options may be accessed as keyboard shortcuts In Business Series © Prentice Hall 2007 9
  • 10. Settings & Status Bar ¨ Popular Settings ¨ Allow user to change default settings for future workbooks ¨ Excel Options Dialog Box (shown in Figure 1.10) ¨ Example shows default Font change In Business Series © Prentice Hall 2007 10
  • 11. Status Bar ¨ Appearance ¨ May be customized by right clicking ¨ Available options ¨ May be previewed as shown In Business Series © Prentice Hall 2007 11
  • 12. Excel Help ¨ The Help Window ¨ Accessed via Help icon or the F1 key ¨ Search Button ¨ Allows you to find topics of interest In Business Series © Prentice Hall 2007 12
  • 13. Video Workshop ¨ Purpose ¨ Steps ¨ Perform the steps before watching the video In Business Series © Prentice Hall 2007 13
  • 14. Why Do I Need This? ¨ Cell Referencing ¨ Exercises illustrate how to maximize Excel’s cell referencing capabilities ¨What is Wrong with This Spreadsheet? ¨Gives you the opportunity to apply the concepts learned ¨Will be offered in future chapters In Business Series © Prentice Hall 2007 14
  • 15. Question Exercises ¨ Anecdote Questions for Discussion ¨ Review Questions ¨ Skills Exam ¨Used to test knowledge of various skills ¨Relate to Business applications ¨Will begin at the end of Chapter 2 ¨ Challenge Question ¨No specific solution method ¨Results must be accurate In Business Series © Prentice Hall 2007 15
  • 16. Chapter Summary ¨ Paper Spreadsheet ¨ Electronic Spreadsheet ¨ Excel Overview ¨ Ribbons, Tabs, Icons ¨ File Menu ¨ Excel 97-2003 File Format In Business Series © Prentice Hall 2007 16
  • 17. Chapter Summary (cont.) ¨ Right Click & Control Keys ¨ Settings & Status Bar ¨ Status Bar ¨ Excel Help In Business Series © Prentice Hall 2007 17

Editor's Notes

  • #4: Notice that Figure 1.1 consists of numbered columns and rows; each digit of a number is written in a separate rectangle on the spreadsheet. Figure 1.2 shows an example of a sales analysis project for 100 items sold in a small retail store. Data for all 100 items was recorded manually and as a result, the cumulative total calculations in column 2 were performed using a calculator and added to the spreadsheet by hand. Process was time consuming and error correction was tedious. Vocabulary terms: Spreadsheet—grid of rows and columns Data—numeric and text information that will be processed to make it more meaningful/useful to decision makers
  • #5: Figure 1.3 shows an updated version of the sales analysis project for 100 items sold in a small retail store (see Figure 1.2 on previous slide). Vocabulary: Cells—intersection of rows (numbered) and columns (identified with letters); worksheet size limitations: 1,048,576 rows by 16,384 columns. Cell location—column letter followed by the row number; in Figure 1.3, cell A2 is the active cell; active cell is shown with the bold black line border and small handle (separate square in lower right corner). Cell referencing—use of cell locations (or addresses) in formulas; cell locations give Excel automatic recalculating capabilities. What-if scenarios—used by business managers to understand how potential outcomes will impact the decisions they make; For example, you might want to use a scenario if you want to create a budget but are uncertain of your revenue. With a scenario, you can define different values for the revenue and then switch between the scenarios to perform what-if analyses. The user interface has been significantly redesigned in the following 2007 Microsoft Office system programs: Word, Excel, PowerPoint, Access, and Outlook (in the composing and reading windows). The Office Button replaces the File menu and is located in the upper-left corner of these Microsoft Office programs. When you click the Office Button, you see the same basic commands available in earlier releases of Microsoft Office to open, save, and print your file. However, in the 2007 Office release, more commands are now available, such as Prepare and Publish. For example, in Word, Excel, and PowerPoint by pointing to Prepare, and then clicking Inspect Document, you can check a file for hidden metadata or personal information.
  • #6: Figure 1.4 shows numerous callouts (denoting notable information) in the text not shown here. The active cell is C7; the name of the selected worksheet is the default, Sheet1, and a range of cells is highlighted. See page 6. Vocabulary: Worksheet—one page of an Excel file or workbook; default is still three worksheets for a blank/new workbook. Workbook—entire Excel file that contains a collection of worksheets. Range—a group of cells on a worksheet; Figure 1.4 shows the range A10:D12 highlighted; to facilitate editing, ranges may be named. Overall appearance is similar to previous versions of Excel, but there are changes in Excel 2007. Preview of new Microsoft Office 2007 user interface video (run time: approximately 13 minutes; plays in Windows Media Player) from Microsoft: http://www.microsoft.com/office/preview/ui/video.mspx (Video hyperlink is imbedded in the slide; must have an enabled Internet connection to view video.)
  • #7: Vocabulary: Ribbon—Top area of screen/window that contains commands and features; takes the place of most pull down menus and some toolbars. Icons—graphic images that are now arranged in related groups; used to activate any Excel command; for example, the number group of icons is used to format any numbers that are typed into the cells of a worksheet. Tabs—-each tab opens a separate page of the Ribbon that contains a different set of icons; additional tabs will automatically be added to the Ribbon if you are working with special objects. If the student is familiar with the selection of specialty toolbars available in previous versions of Microsoft Office, tabs are similar in function to specialty toolbars. Tabs explained (Figure 1.5): Home: Contains fundamental commands that are most frequently used when working in Excel. Commonly used icons such as Copy and Paste as well as formatting icons such as Bold and italics are found in this tab. Insert: Contains commands used when inserting objects such as charts, circles, or arrows onto a worksheet. Page Layout: Provides access to commands used to prepare a worksheet for printing. Formulas: Provides access to mathematical functions and formula auditing tools. Data: Provides access to sorting commands. In addition, this tab contains features used to import data from external sources such as Microsoft Access. Review: Provides access to commands such as Spell Check and Track Changes. View: Contains commands used for adjusting the visual appearance of your Excel screen. For example, this tab contains the Zoom icon, which is identical to the Zoom icon in MS Word. When the cursor is placed over any icon, a screen tip will appear; screen tips will include any available keyboard shortcuts. Quick Access Toolbar (Figure 1.6) contains icons such as Save and Undo; toolbar may be customized by adding additional icons by clicking the down arrow on the right side of the toolbar and selecting the Customize Quick Access Toolbar option.
  • #9: Note the Save As command found in the File menu (see Figure 1.8). Caution: Excel 2007 is not backward compatible. If file will be opened in a previous version of Excel (97-2003), the Save As command, Excel 97-2003 Format option must be selected. For Save As steps, see Quick Reference on page 9.
  • #10: Right Click Right clicks are context sensitive; and gives you access to a variety of commands without having to go to the Ribbon; options will change when working with other objects such as charts or text boxes. May or may not be useful as the Ribbon system considerably reduces the amount of clicking you need to do before activating a command. For several icons in the Ribbon, there is a corresponding Ctrl key operation (e.g., as a shortcut for Copy, use the Ctrl + letter C). This operation is identical for previous versions of Microsoft Office. When screen tips are displayed, Keyboard Shortcuts will be shown. Figure 1.9 Options When Right Clicking See callout for specific points; notice that options available are context sensitive. Control Key For several icons in the Ribbon, there is a corresponding Ctrl key combination (e.g., Ctrl + the letter C is the shortcut for the Copy command).
  • #11: See callouts for specific points; notice the Personalize section of the Excel Options dialog box. See bulleted list on page 11; steps to change the default Font are summarized in the Quick Reference, also on page 11. In addition to the default font change shown in Figure 1.10, there are several other options you can adjust to customize the settings on your Excel screen.
  • #12: The appearance of the Status bar (at the bottom of the Excel screen/window) may be customized as well. To change what is displayed on the Status bar, place the cursor anywhere in the Status bar and right click. The right click will open the dialog box/window shown; the dialog box shows some 20 options displayed in Figure 1.11.
  • #13: Reference tool that you can use to research various commands. Figure 1.12 The Help Window See callouts for specific points; notice the location (upper right corner) of the Help icon. Search button assists you in finding topics of interest. Either method (Help icon or F1) will access the Office Online database.
  • #14: Purpose of Video Workshops: 1) Gives you the opportunity to practice the skills illustrated in each section of the chapter. 2) Watch the author demonstrate these skills (very effective for visual learners). Video will demonstrate the skill and instruct you to open and manipulate various data files The first video workshop has no Excel data file; you will examine a few of the basic features in Excel 2007 Open a new blank workbook and complete the 12 tasks (a-l) on page 13 and then watch the video workshop entitled Introduction.
  • #15: As stated earlier, the use of cell referencing is what enables Excel’s recalculating abilities. Effective formulas rely on cell references (or addresses). First exercise uses a data file (supplied with text) named Daily Sales Results; open the data file and complete the 4 steps as shown on page 14.
  • #16: Anecdote questions for discussion were offered on page 15; discussion questions make the chapter content more relevant and meaningful and help the students relate to the chapter material from a business perspective. Solutions are offered on page 15. Answer the ten objective review questions offered on page 16. If you think the answer is false, give a short explanation as to why you thin the phrase or comment is false.
  • #17: Recap of chapter topics. A quick oral review helps students to connect newly learned topics with previous knowledge.