[Page 588]
Objective 1. Start Excel and Navigate a Workbook
When you start the Excel program, a new blank
workbook
displays. A workbook contains one or more pages called
worksheets
. A worksheet is formatted as a pattern of uniformly
spaced
horizontal and vertical lines. This grid pattern of the worksheet forms vertical
columns
and horizontal rows. The intersection of a column and a row forms a small rectangular box referred to as a
cell
.
Activity 1.1. Starting Excel and Saving a Workbook
In this activity, you will start Excel and use the first worksheet in the workbook to prepare a report of expenses for the Dallas restaurant. Start Excel in the same manner as you start other Microsoft Office 2003 programs.
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1.
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On the Windows taskbar, click the
Start
button
.
The Start menu displays. Organizations and individuals store computer programs in a variety of ways. The Excel program might be installed under
All Programs
or
Microsoft Office
or some other arrangement. An example is shown in Figure 1.2.
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[Page 589]
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2.
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Point to
All Programs
, determine where the Excel program is located, point to
Microsoft Office Excel 2003
, and then click once to start the program. Compare your screen with Figure 1.3.
Excel opens, and a blank workbook displays. The default Excel working environment consists of a menu bar,
toolbars
across the top of the window, and a main window divided into two sectionsthe
task pane
on the right and the worksheet grid on the left. A task pane is an area within a Microsoft Office application that displays commands
related
to the current task. Its location and small
size
give you easy access to these commands while still working on your workbook.
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3.
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In the upper right corner of the
Getting Started
task pane, click the
Close
button
to close the task pane.
When not in use, close the task pane in this manner to allow the maximum amount of screen space for your worksheet.
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[Page 590]
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4.
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Take a moment to study Figures 1.4 and 1.5 and the table in Figure 1.6 to become familiar with the
parts
of the Excel window.
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Figure 1.6. Parts of the Excel Window
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Excel Window Element
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Description
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Title bar
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Displays the program icon, the program name, and the workbook
name
.
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Menu bar
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Contains the
menus
of commands. Display a menu by clicking its name in the menu bar or by pressing
and pressing the
underlined
letter in the menu name.
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Standard toolbar
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Contains
buttons
for some of the most common commands in Excel, for example, Print and Save. It may occupy an entire row or share a row with the Formatting toolbar.
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Formatting toolbar
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Contains buttons for some of the most common formatting commands in Excel. It may occupy an entire row or share a row with the Standard toolbar.
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Toolbar Options button
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Displays a list of additional buttons on the Formatting and Standard toolbars and also
permits
moving the toolbar to a separate or shared row.
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Name Box
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Identifies the selected cell, chart item, or drawing object. Also used to type a name for a cell or range of
cells
.
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Formula Bar
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Displays the value or formula contained in the active cell. Also permits entry or editing of values or formulas in cells or
charts
.
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Active cell
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Indicates, with a black
surrounding
border, the cell in which the
next
keystroke or command will take place.
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Mouse pointer
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Indicates the graphic screen image controlled by your movement of the mouse.
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Workbook window
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Defines the area of the Excel window containing the worksheets.
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Status bar
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Displays information about the active cell.
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Keyboard indicator area
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Displays the current status of various keyboard functions such as the on or off status of
.
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Workbook window buttons
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Provides the commands to Minimize, Maximize or Restore Down, and Close the workbook.
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5.
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On the menu bar, click
File
to display the
File
menu, click
Save As
, and then compare your screen with Figure 1.7.
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6.
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In the displayed
Save As
dialog box, click the
Save in arrow
to view a list of the
drives
available to you, and then navigate to the drive on which you will be storing your projects for this chapterfor example, a USB flash drive such as the one shown in Figure 1.8.
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[Page 593]
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7.
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In the upper right corner of the
Save As
dialog box, click the
Create New Folder
button
. In the displayed
New Folder
dialog box, in the
Name
box, type
Excel Chapter 1
and then compare your screen with Figure 1.9.
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8.
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In the
New Folder
dialog box, click
OK
.
Windows creates the
Excel Chapter 1
folder and makes it the active folder in the Save As dialog box. At the bottom of the Save As dialog box, in the File name box,
Book1
displays as the default file name.
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9.
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In the
File name
box, using your own first and last name, replace
Book1
, which is highlighted in blue, by typing
1A_Tableware_Firstname_Lastname
being sure to include the
underscore
(
) instead of spaces between words. Compare your screen with Figure 1.10.
Windows recognizes file names that use spaces between words. However, some electronic file transfer programs do not. In this text, you will use underscores instead of spaces between words for your file
names
.
Text highlighted in blue in a Windows dialog box will be
replaced
by your new typing. Alternatively, use the
key to delete text in a box, and then type.
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[Page 594]
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10.
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In the lower right corner of the
Save As
dialog box, click
Save
.
The file is saved in the new folder with the new name. The workbook redisplays, and the new name displays in the title bar.
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Activity 1.2. Navigating the Excel Menu Bar, ScreenTips, and the Toolbar
In this activity, you will verify that your system is set so that you can use Excel easily, and you will also review several Windows features to see how they function within the Excel program.
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1.
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On the menu bar, click
File
.
The File menu displays in either the full format, as shown in Figure 1.11, or in a short format, as shown in Figure 1.12. Excel's commands are organized in
menus
lists of commands within a category. A short menu will display fully after a few seconds, or you can click the double arrows at the bottom to display the full menu.
The File menu, when displayed in full, lists the last four to nine workbooks used on your computer. Whether your full menu displays immediately or is delayed by a few seconds depends on the options that are set for this software. Likewise, the number of previous workbook names displayed depends on how the software was set up. These default settings can be changed in the Options dialog boxdisplayed from the Tools menuon systems where it is permissible to do so.
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NoteDisplaying Full Menus
Many Excel users prefer the automatic full menu display. To set a system to always display full menus, display the Tools menu, click Customize, and then click the Options tab. Under Personalized Menus and Toolbars, select the Always show full menus check box. Click the Reset menu and toolbar usage data button, click Yes, and then click Close.
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2.
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If the full menu is not displayed, pause your mouse pointer over the
Expand arrow
to expand the
File
menu. Compare your screen with Figure 1.13.
On the left side of some command names is an image of the button that represents this command on a toolbar. This is a reminder that you can use the toolbar button to start the command with only one click. Likewise, to the right of some commands is a reminder that you can use a keyboard shortcutholding down a combination of keys to start the command.
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3.
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Look at the full
File
menu on your screen.
Following or to the right of some menu commands, you will see various symbols,
characters
, or formatting, which are standard across all Microsoft products. The table in Figure 1.14 lists these characteristics and describes what will happen when you select the command.
Figure 1.14. Microsoft Menu Characteristics
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Characteristic
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Description
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Example
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. . . (ellipsis)
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Indicates that a dialog box requesting more information will display.
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Print. . .
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(triangle)
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Indicates that a
submenu
another menu of commandswill display.
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Send to
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No symbol
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Indicates that the command will perform immediately.
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Exit
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(check mark)
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Indicates that a command is turned on or active.
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Standard
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Gray option name
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Indicates that the command is currently unavailable
dimmed
or also referred to as
grayed out
.
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Properties
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4.
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On the menu bar, click
File
again to close the menu.
If you decide not to select a command from a displayed menu, close the menu either by clicking its name, by clicking outside the menu, or by pressing
.
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5.
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On the menu bar, click
View
, and then point to
Toolbars
.
A list of available toolbars displays. A check mark indicates that the toolbar is displayed. Toolbar buttons provide a one-click method to perform common commands, instead of performing the command from the menus using multiple clicks.
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6.
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On the displayed list of toolbars, be sure that
Standard
and
Formatting
are both checked. Clear any other checked toolbar on the list by clicking its check mark to clear it, and then, if the list is still displayed, click outside the menu to close it.
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7.
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Below the menu bar, be sure two rows of toolbars display, as shown in Figure 1.15. If, instead, your toolbars are sharing one row, as shown in Figure 1.16, at the end of the toolbar click the
Toolbar Options
button
, and then click
Show Buttons on Two Rows
.
The toolbars will display on two rows, as shown in Figure 1.15. Alternatively, from the Tools menu, click Customize, click the Options tab, and then select the Show Standard and Formatting toolbars on two rows check box.
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8.
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On the Standard toolbar, locate and pause your mouse pointer over the
New
button
. Compare your screen with Figure 1.17.
When you position the mouse pointer over a button, Excel displays the button's name in a
ScreenTip
. The ScreenTip
New
displays, indicating that clicking this button will activate the command to create a new workbook.
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9.
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Pause your pointer over several buttons on both the Standard and Formatting toolbars to become familiar with the commands available to you. Recall that a toolbar button is a one-click method to activate frequently used commands that are also available from the menus. The ScreenTip describes the command that will be activated when you click the toolbar button.
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[Page 599]
Activity 1.3. Navigating a Worksheet
In this activity, you will navigate the Excel workbook window.
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1.
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Take a moment to study Figures 1.18 and 1.19 and the table in Figure 1.20 to become familiar with the Excel workbook window.
Figure 1.20. Excel Workbook Elements
(This item is displayed on page 601 in the print version)
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Workbook element
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Description
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Close button
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Closes Excel, or
closes
the workbook window when displayed on the workbook window title bar.
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Close Window button
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Closes the workbook window; the Excel program remains
open
.
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Column headings
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Indicate
the column letter.
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Horizontal window split box
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Splits the worksheet into two horizontal views of the same worksheet.
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Maximize button
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Displays the active workbook window in its full size within the Excel window.
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Minimize button
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Reduces the active workbook window to an abbreviated title bar near the bottom of the Excel window.
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Row headings
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Indicates the row number.
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Scroll arrows
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Scroll one column or row at a time.
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Scroll bars
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Scroll the Excel window up and down or left and right.
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Scroll boxes
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Used with the mouse to drag the position of a window up and down or left and right.
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Select All box
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Selects all cells in a worksheet.
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Sheet tabs
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Changes the active worksheet in a workbook.
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Tab scrolling buttons
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Display sheet tabs that are not in view; used when there are more sheet tabs than will display in the space provided.
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Vertical window split box
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Splits the worksheet into two vertical views of the same worksheet.
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Window Control menu icon
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Allows keyboard access to move, resize, minimize, maximize, and close the worksheet window.
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Window corner
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Indicates that the window can be resized; dragging this corner changes the window size.
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Window title bar
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Displays the application name along with the name of the current workbook.
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A workbook displays as a window within the Excel window with its own sizing buttons. Figure 1.18 shows the workbook maximized, and Figure 1.19 shows the workbook at an intermediate size.
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[Page 601]
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2.
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In the horizontal scroll bar, point to and then click the
right scroll arrow
. Compare your screen with Figure 1.21.
The workbook window shifts so that column A moves out of view. The number of times you click the arrows on the horizontal scroll bar determines the number of columns by which the window shiftseither to the left or to the right. The number of columns that display on your screen may be different depending on the screen resolution that is set for your monitor.
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[Page 602]
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3.
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In the horizontal scroll bar, click the
right scroll arrow
and hold the mouse button down until the columns begin to scroll
rapidly
to the right; release when you begin to see pairs of
letters
as the column headings.
The workbook window moves rapidly. This technique also works for the left scroll arrow and for the two vertical scroll arrows.
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4.
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In the horizontal scroll bar, click the
left scroll arrow
to shift one column.
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5.
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In the horizontal scroll bar, point to the
horizontal scroll box
, hold down the left mouse button,
drag
the box to the left to display
column A
, and then release the mouse button.
The action of dragging includes releasing the mouse button at the desired time or location. Use the scroll boxes in this manner to bring various parts of the worksheet into view. Scroll boxes change in size to indicate how the visible portion of the worksheet
compares
to the total amount of the worksheet in use.
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6.
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Use the techniques you just practiced to scroll the worksheet to position
column Z
near the center of your screen, and then compare your screen with Figure 1.22.
Column headings to the right of column Z use two letters starting with AA. After using the entire alphabet from A to Z, Excel begins naming the columns AA, AB, AC, and then starts over again with BA, BB, BC, and so on. This pattern is used to name up to 256 columns. The last column available is column IV. The number of columns that display on your screen may be different depending on the screen resolution that is set for your monitor.
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7.
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Near the bottom left of the screen, point to and then click the
Sheet2 tab
.
The second worksheet in the workbook displays and becomes the active worksheet. Column A displays at the left.
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8.
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Click the
Sheet1 tab
.
The first worksheet in the workbook becomes the active worksheet. A workbook consists of one or more worksheets. By default, new workbooks contain three worksheets. When you save a workbook, the worksheets are contained within it and do not have separate file names.
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9.
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In the vertical scroll bar, point to and then click the
down scroll arrow
one time.
Row 1 moves out of view. The number of times you click the arrows on the vertical scroll bar determines the number of rows shifted either up or down. You can drag the vertical scroll box to scroll downward in a manner similar to the technique used in the horizontal scroll bar.
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10.
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In the vertical scroll bar, point to and then click the
up scroll arrow
.
Row 1 comes back into view. The maximum number of rows on a single Excel worksheet is 65,536.
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11.
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Use the skills you just practiced to scroll horizontally to display
column A
.
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