2 Basic Workbook Skills

Introduction

Creating a Microsoft Excel workbook is as easy as entering data in the cells of an Excel worksheet. Each cell has a cell address which is made up of its column and row intersection. Cells on a worksheet contain either labels or values, a formula or remain blank. Cell entries can be modified using the keyboard or mouse. You can select cells in ranges that are contiguous (selected cells are adjacent to each other) or noncontiguous (selected cells are in different parts of the worksheet). Selected cells are used in formulas, to copy and paste data, to AutoFill, to apply date and time and other formatting functions.

In addition, Excel offers a Find and Replace feature that allows you to look for labels and values and make changes as necessary. When you need to spell check your worksheet, Excel can check and suggest spelling corrections. You can even customize the spelling dictionary by adding company specific words into AutoCorrect so that the spell checker doesn’t think it’s a misspelled word. The Actions feature works with other Microsoft Office programs to enhance your worksheets. Contact information can be pulled from your address book in Outlook, to your worksheet in Excel. Stock symbols can trigger a Smart Tag choice to import data on a publicly traded company. Additional research and language tools area available to build up the content of your workbooks.

If you accidentally make a change to a cell, you can use the Undo feature to remove, or “undo,” your last change. Excel remembers your recent changes to the worksheet, and gives you the opportunity to undo them. If you decide to Redo the Undo, you can erase the previous change. This is useful when moving, copying, inserting and deleting cell contents.

Making Label Entries

There are three basic types of cell entries: labels, values, and formulas. A label is text in a cell that identifies the data on the worksheet so readers can interpret the information. Excel does not use labels in its calculations. For example, the label price is used as a column header to identify the price of each item in the column. A value is a number you enter in a cell. Excel knows to include values in its calculations. To quickly and easily enter values, you can format a cell, a range of cells, or a column with a specific number-related format. Then, as you type, the cells are automatically formatted.

To perform a calculation in a worksheet, you enter a formula in a cell. A formula is a calculation that contains cell references, values, and arithmetic operators. The result of a formula appears in the worksheet cell where you entered the formula. The contents of the cell appears on the formula bar. Entering cell references rather than actual values in a formula has distinct advantages. When you change the data in the worksheet or copy the formula to other cells (copying this formula to the cell below), Excel automatically adjusts the cell references in the formula and returns the correct results.

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Selecting Cells

In order to work with a cell—to enter data in it, edit or move it, or perform an action—you select the cell so it becomes the active cell. When you want to work with more than one cell at a time—to move or copy them, use them in a formula, or perform any group action—you must first select the cells as a range. A range can be contiguous (where selected cells are adjacent to each other) or non-contiguous (where the cells may be in different parts of the worksheet and are not adjacent to each other). As you select a range, you can see the range reference in the Name box. A range reference contains the cell address of the top-left cell in the range, a colon (:), and the cell address of the bottom-right cell in the range.

Select a Contiguous Range

Image Click the first cell that you want to include in the range.

Image Drag the mouse to the last cell you want to include in the range.

TIMESAVER Instead of dragging, hold down the Shift key, and then click the lower-right cell in the range.

When a range is selected, the top-left cell is surrounded by the cell pointer, while the additional cells are selected.

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Select a Non-contiguous Range

Image Click the first cell you want to include in the range.

Image Drag the mouse to the last contiguous cell, and then release the mouse button.

Image Press and hold Ctrl, and then click the next cell or drag the pointer over the next group of cells you want in the range.

To select more, repeat step 3 until all non-contiguous ranges are selected.

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Selecting Rows, Columns, and Special Ranges

In addition to selecting a range of contiguous and non-contiguous cells in a single worksheet, you may need to select entire rows and columns, or even a range of cells across multiple worksheets. Cells can contain many different types of data, such as comments, constants, formulas, or conditional formats. Excel provides an easy way to locate these and many other special types of cells with the Go To Special dialog box. For example, you can select the Row Differences or Column Differences option to select cells that are different from other cells in a row or column, or select the Dependents option to select cells with formulas that refer to the active cell.

Select an Entire Rows or Columns

Image To select a single row or column, click in the row or column heading, or select any cell in the row or column, and press Shift+spacebar.

Image To select multiple adjacent rows or columns, drag in the row or column headings.

Image To select multiple nonadjacent rows or columns, press Ctrl while you click the borders for the rows or columns you want to include.

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Select Multisheet Ranges

Image Select the range in one sheet.

Image Select the worksheets to include in the range.

To select contiguous worksheets, press Shift and click the last sheet tab you want to include. To select non-contiguous worksheets, press Ctrl and click the sheets you want.

When you make a worksheet selection, Excel enters Group mode.

Image To exit Group mode, click any sheet tab.

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Make Special Range Selections

Image If you want to make a selection from within a range, select the range you want.

Image Click the Home tab.

Image Click the Find & Select button, and then click Go To Special.

TIMESAVER Press F5 to open the Go To Special dialog box.

Image Select the option in which you want to make a selection. When you click the Formulas option, select or clear the formula related check boxes.

Image Click OK.

If no cells are found, Excel displays a message.

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Entering Labels on a Worksheet

Labels turn a worksheet full of numbers into a meaningful report by identifying the different types of information it contains. You use labels to describe the data in worksheet cells, columns, and rows. You can enter a number as a label (for example, the year 2010), so that Excel does not use the number in its calculations. To help keep your labels consistent, you can use Excel’s AutoComplete feature, which automatically completes your entries (excluding numbers, dates, or times) based on previously entered labels.

Enter a Text Label

Image Click the cell where you want to enter a label.

Image Type a label. A label can include uppercase and lowercase letters, spaces, punctuation, and numbers.

Image Press Enter, or click the Enter button on the formula bar.

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Enter a Number as a Label

Image Click the cell where you want to enter a number as a label.

Image Type ’(an apostrophe). The apostrophe is a label prefix and does not appear on the worksheet.

Image Type a number value.

Image Press Enter, or click the Enter button on the formula bar.

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Enter a Label Using AutoComplete

Image Type the first few characters of a label.

If Excel recognizes the entry, AutoComplete completes it.

Image To accept the suggested entry, press Enter or click the Enter button on the formula bar.

Image To reject the suggested completion, simply continue typing.

Did You Know?

Excel doesn’t recognize the entry. The AutoComplete option may not be turned on. To turn on the feature, click the File tab, click Options, click Advanced, select the Enable AutoComplete For Cell Values check box, and then click OK.

Long labels might appear truncated. When you enter a label that is wider than the cell it occupies, the excess text appears to spill into the next cell to the right—unless there is data in the adjacent cell. If that cell contains data, the label will appear truncated—you’ll only see the portion of the label that fits in the cell’s current width. Click the cell to see its entire contents displayed on the formula bar.

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Entering Values on a Worksheet

You can enter values as whole numbers, decimals, percentages, or dates using the numbers on the top row of your keyboard, or by pressing your Num Lock key, the numeric keypad on the right. When you enter a date or the time of day, Excel automatically recognizes these entries (if entered in an acceptable format) as numeric values and changes the cell’s format to a default date or time format. You can also change the way values, dates or times of day are shown.

Enter a Value

Image Click the cell where you want to enter a value.

Image Type a value.

Image Press Enter, or click the Enter button on the formula bar.

Did You Know?

You can use the numeric keypad to enter numbers. Make sure NUM appears in the lower-right corner of the status bar before you begin using the numbers.

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Enter a Date or Time

Image To enter a date, type the date using a slash (/) or a hyphen (-) between the month, day, and year in a cell or on the formula bar.

To enter a time, type the hour based on a 12-hour clock, followed by a colon (:), followed by the minute, followed by a space, and ending with an “a” or a “p” to denote A.M. or P.M.

Image Press Enter, or click the Enter button on the formula bar.

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Format Values Quickly

Image Click the cell that contains the date format you want to change.

Image Click the Home tab.

Image Click the Number Format list arrow.

Image Click the number format you want, which includes:

Image General. No specific format.

Image Number. 38873.00

Image Currency.$38,873.00

Image Accounting.$ 38,873.00

Image Short Date. 9/15/2010

Image Long Date. Wednesday, September 15, 2010

Image Time. 12:00:00 AM

Image Percentage. 38873.00%

Image Fraction. 38873

Image Scientific. 3.89E+04

Image More Number Formats. Opens the Format Cell dialog box, where you can format cells with multiple options at one time.

Did You Know?

You can simplify data entry. Enter values as simply as possible to make data entry quicker. For example, to enter the value “10.00” simply type “10”. Use the Number Format list arrow to format your cell entries with decimal places, commas, dollar signs, and other formatting attributes.

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Entering Values Quickly with AutoFill

AutoFill is a feature that automatically fills in data based on the data in adjacent cells. Using the fill handle, you can enter data in a series, or you can copy values or formulas to adjacent cells. A single cell entry can result in a repeating value or label, or the results can be a more complex series. You can enter your value or label, and then complete entries such as days of the week, weeks of the year, months of the year, or consecutive numbering.

Enter Repeating Data Using AutoFill

Image Select the first cell in the range you want to fill.

Image Enter the starting value to be repeated.

Image Position the pointer on the lower-right corner of the selected cell. The pointer changes to the fill handle (a black plus sign).

Image Drag the fill handle over the range you want the value repeated.

Image To choose how to fill the selection, click the AutoFill Options button, and then click the option you want.

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Create a Complex Series Using AutoFill

Imaage Enter the starting value for the series, and then press Enter.

Imaage Select the first cell in the range you want to fill.

Imaage Position the pointer on the lower-right corner of the selected cell. The pointer changes to the fill handle (a black plus sign).

Imaage Drag the fill handle over the range you want the value repeated.

Imaage To choose how to fill the selection, click the AutoFill Options button, and then click the option you want.

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Fill with Contents of Adjacent Cells

Image Select the cell below, to the right, above, or to the left of the cell that contains the data you want to fill.

Imaage Click the Home tab.

Imaage Click the Fill button, and then click Down, Right, Up or Left.

TIMESAVER To quickly fill a cell with the contents of the cell above or to the left of it, press Ctrl+D or Ctrl+R.

Did You Know?

You can suppress AutoFill. Hold down Ctrl while you drag the fill handle of a selection of two or more cells. The values are copied to the adjacent cells, and Excel does not extend a series.

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Create a Custom Fill

Image If you want to use an existing list, select the list of items.

Image Click the File tab, and then click Options.

Image In the left pane, click Advanced.

Image Click Edit Custom Lists.

Image Click the option you want.

Image New list. Click NEW LIST, type the entries you want, press Enter after each. Click Add.

Image Existing list. Verify the cell reference of the selected list appears in the Import list, and then click Import.

Image Click OK, and then click OK again.

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Editing Cell Contents

Even if you plan ahead, you can count on having to make changes on a worksheet. Sometimes it’s because you want to correct an error. Other times it’s because you want to see how your worksheet results would be affected by different conditions, such as higher sales, fewer units produced, or other variables. You can edit data just as easily as you enter it, using the formula bar or directly editing the active cell.

Edit Cell Contents

Image Double-click the cell you want to edit. The insertion point appears in the cell.

The Status bar now displays Edit instead of Ready.

Image If necessary, use the Home, End, and arrow keys to position the insertion point within the cell contents.

Image Use any combination of the Backspace and Delete keys to erase unwanted characters, and then type new characters as needed.

Image Click the Enter button on the formula bar to accept the edit, or click the Esc button to cancel the edit.

The Status bar now displays Ready instead of Edit.

Did You Know?

You can change editing options. Click the File tab, click Options, click Advanced, change the editing options you want, and then click OK.

You can edit cell contents using the formula bar. Click the cell you want to edit, click to place the insertion point on the formula bar, and then edit the cell contents.

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Clearing Cell Contents

You can clear a cell to remove its contents. Clearing a cell does not remove the cell from the worksheet; it just removes from the cell whatever elements you specify: data, comments (also called cell notes), or formatting instructions. When clearing a cell, you must specify whether to remove one, two, or all three of these elements from the selected cell or range.

Clear Cell Contents, Formatting, and Comments

Image Select the cell or range you want to clear.

Image Click the Home tab.

Image Click the Clear button, and then click any of the following options:

Image Clear All. Clears contents and formatting.

Image Clear Formats. Clears formatting and leaves contents.

Image Clear Contents. Clears contents and leaves formatting.

Image Clear Comments. Clears comments; removes purple triangle indicator.

TIMESAVER To quickly clear contents, select the cell or range you want to clear, right-click the cell or range, and then click Clear Contents, or press Delete.

Did You Know?

You can find or replace cell contents.

Click the cell or cells containing content you want to replace. Click the Home tab, click the Find & Select button, and then click Find. You can click the Replace tab for additional options.

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Understanding How Excel Pastes Data

If you want to use data that has already been entered on your worksheet, you can cut or copy it, and then paste it in another location. When you cut or copy data, the data is stored in an area of memory called the Clipboard. When pasting a range of cells from the Clipboard, you only need to specify the first cell in the new location. After you select the first cell in the new location and then click the Paste button, Excel automatically places all the selected cells in the correct order. Depending on the number of cells you select before you cut or copy, Excel pastes data in one of the following ways:

Image One to one. A single cell in the Clipboard is pasted to one cell location.

Image One to many. A single cell in the Clipboard is pasted into a selected range of cells.

Image Many to one. Many cells are pasted into a range of cells, but only the first cell is identified. The entire contents of the Clipboard will be pasted starting with the selected cell. Make sure there is enough room for the selection; if not, the selection will copy over any previously occupied cells.

Image Many to many. Many cells are pasted into a range of cells. The entire contents of the Clipboard will be pasted into the selected cells. If the selected range is larger than the selection, the data will be repeated in the extra cells. To turn off the selection marquee and cancel your action, press the Esc key.

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Storing Cell Contents

With Microsoft Office, you can use the Office Clipboard to store multiple pieces of information from several different sources in one storage area shared by all Office programs. Unlike the Clipboard, which only stores a single piece of information at a time, the Office Clipboard allows you to copy text or pictures from one or more files. When you copy multiple items, you see the Office Clipboard, showing all the items you stored there. You can paste these pieces of information into any Office program, either individually or all at once.

Copy and Paste Data to the Office Clipboard

Image Click the Home tab.

Image Click the Clipboard Dialog Box Launcher.

Image Select the data you want to copy.

Image Click the Copy button.

The data is copied into the first empty position on the Clipboard task pane.

Image Click the first cell or range where you want to paste data.

Image Click the Office Clipboard item you want to paste, or point to the item, click the list arrow, and then click Paste.

Image Click the Close button in the task pane.

Did You Know?

You can change Office Clipboard options. At the bottom of the Office Clipboard, you can click the Options button to turn on and off any of the following options: Show Office Clipboard Automatically, Show Office Clipboard When Ctrl+C Pressed Twice, Collect Without Showing Office Clipboard, Show Office Clipboard Icon on Taskbar, or Show Status Near Taskbar When Copying.

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Copying Cell Contents

You can copy and move data on a worksheet from one cell or range to another location on any worksheet in your workbook. When you copy data, a duplicate of the selected cells is placed on the Clipboard. To complete the copy or move, you must paste the data stored on the Clipboard in another location. The Paste live preview (New!) allows you to view your paste results before you actually paste it. With the Paste Special command, you can control what you want to paste and even perform mathematical operations. To copy or move data without using the Clipboard, you can use a technique called drag-and-drop. Drag-and-drop makes it easy to copy or move data short distances on your worksheet.

Copy Data Using the Clipboard

Image Select the cell or range that contains the data you want to copy.

Image Click the Home tab.

Image Click the Copy button.

The data in the cells remains in its original location and an outline of the selected cells, called a marquee, shows the size of the selection. If you don’t want to paste this selection, press Esc to remove the marquee.

Image Click the first cell or range where you want to paste the data.

Image Click the Paste button or click the Paste button arrow, point to an option to display a live preview (New!) of the paste, and then click to paste the item.

When you point to a paste option for the live preview, use the ScreenTip to determine the option.

If you don’t want to paste this selection anywhere else, press Esc to remove the marquee.

Image If you want to change the way the data pastes into the document, click the Paste Options button, point to an option for the live preview (New!), and then select the option you want.

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Copy Data Using Drag-and-Drop

Image Select the cell or range that contains the data you want to copy.

Image Move the mouse pointer to an edge of the selected cell or range until the pointer changes to an arrowhead.

Image Press and hold the mouse button and Ctrl.

Image Drag the selection to the new location, and then release the mouse button and Ctrl.

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Paste Data with Special Results

Image Select the cell or range that contains the data you want to copy.

Image Click the Home tab.

Image Click the Copy button.

Image Click the first cell or range where you want to paste the data.

Image Click the Paste button, and then click Paste Special.

Image Click the option buttons with the paste results and mathematical operations you want.

Image Click OK.

Did You Know?

You can use the Alt key to drag and drop to a different worksheet. Once cells are selected, press and hold Alt, and then drag the selection to the appropriate sheet tab. Release Alt, and then drag the selection to the desired location on the new worksheet.

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Moving Cell Contents

Unlike copied data, moved data no longer remains in its original location. Perhaps you typed data in a range of cells near the top of a worksheet, but later realized it should appear near the bottom of the sheet. Moving data lets you change its location without having to retype it. When you move data, you are cutting the data from its current location and pasting it elsewhere. Cutting removes the selected cell or range content from the worksheet and places it on the Clipboard. The Paste live preview (New!) allows you to view your paste results before you actually paste it.

Move Data Using the Clipboard

Image Select the cell or range that contains the data you want to move.

Image Click the Home tab.

Image Click the Cut button.

An outline of the selected cells, called a marquee, shows the size of the selection. If you don’t want to paste this selection, press Esc to remove the marquee.

Image Click the top-left cell of the range where you want to paste the data.

Image Click the Paste button or click the Paste button arrow, point to an option to display a live preview (New!) of the paste, and then click to paste the item.

The marquee disappears. The data is still on the Clipboard and still available for further pasting until you replace it with another selection.

Did You Know?

You can use the Office Clipboard to cut multiple items. When the Office Clipboard task pane is displayed, selections you cut can be placed on this clipboard. You can move data to the Clipboard, and then paste it at a later time.

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Move Data Using Drag-and-Drop

Image Select the cell or range that contains the data you want to move.

Image Move the mouse pointer to an edge of the cell until the pointer changes to an arrowhead.

Image Press and hold the mouse button while dragging the selection to its new location, and then release the mouse button.

Did You Know?

You can reposition the mouse pointer to use drag-and-drop. If the mouse pointer changes to a thick plus sign, reposition the pointer on the edge of the selected range until the pointer changes to an arrowhead.

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Paste Cells from Rows to Columns or Columns to Rows

Image Select the cells that you want to switch.

Image Click the Home tab.

Image Click the Copy button.

Image Click the top-left cell of where you want to paste the data.

Image Click the Paste button arrow, point to the Transpose iconto display a live preview (New!) of the paste, and then click the Transpose icon.

Image If you want to change the way the data pastes into the document, click the Paste Options button, point to an option for the live preview (New!), andthen select the option you want.

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Inserting and Deleting Cell Contents

You can insert new, blank cells anywhere on the worksheet in order to enter new data or data you forgot to enter earlier. Inserting cells moves the remaining cells in the column or row in the direction of your choice, and Excel adjusts any formulas so they refer to the correct cells. You can also delete cells if you find you don’t need them; deleting cells shifts the remaining cells to the left or up—just the opposite of inserting cells. When you delete a cell, Excel removes the actual cell from the worksheet.

Insert a Cell

Image Select the cell or cells where you want to insert the new cell(s).

Image Click the Home tab.

Image Click the insert Cells button arrow, and then click Insert Cells.

TIMESAVER Click the Insert Cells button to quickly insert cells to the right.

Image Click the option you want.

Image Shift Cells Right to move cells to the right one column.

Image Shift Cells Down to move cells down one row.

Image Entire Row to move the entire row down one row.

Image Entire Column to move entire column over one column.

Image Click OK.

See Also

See “Finding and Replacing Cell Contents” on page 56 for information on substituting replacement text in a cell.

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Delete a Cell

Image Select the cell or range you want to delete.

Image Click the Home tab.

Image Click the Delete Cells button arrow, and then click Delete Cells.

TIMESAVER Click the Delete Cells button to quickly delete cells to the left.

Image Click the option you want.

Image Shift Cells Left to move the remaining cells to the left.

Image Shift Cells Up to move the remaining cells up.

Image Entire Row to delete the entire row.

Image Entire Column to delete the entire column.

Image Click OK.

Did You Know?

There is a difference between deleting a cell and clearing a cell. Deleting a cell is different from clearing a cell: deleting removes the cells from the worksheet; clearing removes only the cell contents, or format, or both.

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Finding and Replacing Cell Contents

The Find and Replace commands make it easy to locate or replace specific text or formulas in a document. For example, you might want to find each figure reference in a long report to verify that the proper graphic appears. Or you might want to replace all references to cell A3 in your Excel formulas with cell G3. The Find and Replace dialog boxes vary slightly from one Office program to the next, but the commands work essentially in the same way.

Find Cell Contents

Image Click at the beginning of the worksheet.

Image Click the Home tab.

Image Click the Find & Select button, and then click Find.

Image Type the text you want to find.

Image Click Find Next until the text you want to locate is highlighted.

You can click Find Next repeatedly to locate each instance of the cell content.

Image To find all cells with the contents you want, click Find All.

Image If a message box opens when you reach the end of the worksheet, click OK.

Image Click Close.

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Replace Cell Contents

Image Click at the beginning of the worksheet.

Image Click the Home tab.

Image Click the Find & Select button, and then click Replace.

Image Type the text you want to search for.

Image Type the text you want to substitute.

Image Click Find Next to begin the search, and then select the next instance of the search text.

Image Click Replace tosubstitute the replacement text, or click Replace All to substitute text through out the entire worksheet.

You can click Find Next to locate the next instance of the cell content without making a replacement.

Image If a message box appears when you reach the end of the worksheet, click OK.

Image Click Close.

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Correcting Cell Contents with AutoCorrect

Excel’s AutoCorrect feature automatically corrects common capitalization and spelling errors as you type. AutoCorrect comes with hundreds of text and symbol entries you can edit or remove. You can add words and phrases to the AutoCorrect dictionary that you misspell, or add often-typed words and save time by just typing their initials. You could use AutoCorrect to automatically change the initials EPA to Environmental Protection Agency, for example. You can also use AutoCorrect to quickly insert symbols. For example, you can type (c) to insert ©. Use the AutoCorrect Exceptions dialog box to control how Excel handles capital letters. If you use math symbols in your work, you can use Math AutoCorrect (New!) to make it easier to insert them. It works just like AutoCorrect. When you point to a word that AutoCorrect changed, a small blue box appears under the first letter. When you point to the small blue box, the AutoCorrect Options button appears, which gives you control over whether you want the text to be corrected.

Turn On AutoCorrect

Image Click the File tab, and then click Options.

Image Click Proofing, and then click AutoCorrect Options.

Image Click the AutoCorrect tab.

Image Select the Show AutoCorrect Options buttons check box to display the button to change AutoCorrect options when corrections arise.

Image Select the Replace Text As You Type check box.

Image Select the capitalization related check boxes you want AutoCorrect to change for you.

Image To change AutoCorrect exceptions, click Exceptions, click the First Letter or INitial CAps tab, make the changes you want, and then click OK.

Image To use Math AutoCorrect (New!), click the Math AutoCorrect tab, and then select the Use Math AutoCorrect rules outside of math regions check box.

Image Click OK, and then click OK again.

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Add or Edit an AutoCorrect Entry

Image Click the File tab, and then click Options.

Image Click Proofing, and then click AutoCorrect Options.

Image Click the AutoCorrect tab.

Image Do one of the following:

Image Add. Type a misspelled word or an abbreviation.

Image Edit. Select the one you want to change. You can either type the first few letters of the entry to be changed in the Replace box, or scroll to the entry, and then click to select it.

Image Type the replacement entry.

Image Click Add or Replace. If necessary, click Yes to redefine entry.

Image Click OK, and then click OK again.

Did You Know?

You can correct text as you type. If Excel recognizes text to correct, it will correct the text and display the AutoCorrect button. Point to the small blue box under the corrected text, and then click the AutoCorrect Options button list arrow to view your options. Click an option, or click a blank area of the worksheet to deselect the AutoCorrect Options menu.

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Inserting information the Smart Way

Actions (New!), a replacement for smart tags, help you integrate actions typically performed in other programs directly in Excel. For example, you can insert a financial symbol to get a stock quote, add a person’s name and address in a document to the contacts list in Microsoft Outlook, or copy and paste information with added control. Excel analyzes what you type and recognizes certain types that it marks with actions. The types of actions you can take depend on the type of data in the cell with the action. To use an action, you right-click an item to view any custom actions associated with it.

Change Options for Actions

Image Click the File tab, and then click Options.

Image In the left pane, click Proofing, and then click AutoCorrect Options.

Image Click the Actions tab.

Image Select the Enable additional actions in the right-click menu check box.

Image Select the check boxes with the actions you want.

Image To add more actions, click More Actions, and then follow the online instructions.

Image Click OK.

Image Click OK again.

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Insert Information Using an Action

Image Click an item, such as a cell, where you want to insert an action.

Image Type the information needed for the action, such as the date, a recognized financial symbol in capital letters, or a person’s name from you contacts list, and then press Spacebar.

Image Right-click the item, and then point to Additional Options (name varies depending on item).

Image Click the action option you want; options vary depending on the action. For example, click Insert Refreshable Stock Price to insert a stock quote.

Image In Excel, click the On a new sheet option or the Starting at cell option, and then click OK.

Did You Know?

You can remove an action from text or item. Select text or item, and then press Delete to remove it.

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Checking Spelling

A worksheet’s textual inaccuracies can distract the reader, so it’s important that your text be error-free. Excel provides a spelling checker—common for all Office programs—so that you can check the spelling in an entire worksheet for words not listed in Excel’s dictionary (such as misspellings, names, technical terms, or acronyms) or duplicate words (such as the the). You can correct these errors as they arise or after you finish the entire workbook. You can use the Spelling button on the Review tab to check the entire workbook using the Spelling dialog box, or you can avoid spelling errors on a worksheet by enabling the AutoCorrect feature to automatically correct words as you type.

Check Spelling All at Once

Image Click the Review tab.

Image Click the Spelling button.

Image If the Spelling dialog box opens, choose an option:

Image Click Ignore Once to skip the word, or click Ignore All to skip every instance of the word.

Image Click Add to Dictionary to add a word to your dictionary, so it doesn’t show up as a misspelled word in the future.

Image Click a suggestion, and then click Change or Change All.

Image Select the correct word, and then click AutoCorrect to add it to the AutoCorrect list.

Image If no suggestion is appropriate, click in the workbook and edit the text yourself. Click Resume to continue.

Image Excel will prompt you when the spelling check is complete, or you can click Close to end the spelling check.

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Changing Proofing Option

You can customize the way Excel and Microsoft Office spell checks a workbook by selecting proofing settings in Excel Options. Some spelling options apply to Excel, such as Check spelling as you type, while other options apply to all Microsoft Office programs, such as Ignore Internet and file addresses, and Flag repeated words. If you have ever mistakenly used their instead of there, you can use contextual spelling to fix it. While you work in a workbook, you can can set options to have the spelling checker search for mistakes in the background.

Change Spelling Options for All Microsoft Programs

Image Click the File tab, and then click Excel Options.

Image In the left pane, click Proofing.

Image Select or clear the Microsoft Office spelling options you want.

Image Ignore words in UPPERCASE.

Image Ignore words that contain numbers.

Image Ignore Internet and file addresses.

Image Flag repeated words.

Image Enforce accented uppercase in French.

Image Suggest from main dictionary only. Selectto exclude your custom dictionary.

Image Click OK.

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Using Custom Dictionaries

Before you can use a custom dictionary, you need to enable it first. You can enable and manage custom dictionaries by using the Custom Dictionaries dialog box. In the dialog box, you can change the language associated with a custom dictionary, create a new custom dictionary, or add or remove existing custom dictionary. If you need to manage dictionary content, you can also change the default custom dictionary to which the spelling checker adds words, as well as add, delete, or edit words. All the modifications you make to your custom dictionaries are shared with all your Microsoft Office programs, so you only need to make changes once. If you mistakenly type an obscene or embarrassing word, such as ass instead of ask, the spelling checker will not catch it because both words are spelled correctly. You can avoid this problem by using an exclusion dictionary. When you use a language for the first time, Office automatically creates an exclusion dictionary. This dictionary forces the spelling checker to flag words you don’t want to use.

Use a Custom Dictionary

Image Click the File tab, and then click Options.

Image In the left pane, click Proofing.

Image Click Custom Dictionaries.

Image Select the check box next to CUSTOM.DIC (Default).

Image Click the Dictionary language list arrow, and then select a language for a dictionary.

Image Click the options you want:

Image Click Edit Word List toadd, delete, or edit words.

Image Click Change Default to select a new default dictionary.

Image Click New to create a new dictionary.

Image Click Add to insert an existing dictionary.

Image Click Remove to delete a dictionary.

Image Click OK to close the Custom Dictionaries dialog box.

Image Click OK.

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Find and Modify the Exclusion Dictionary

Image In Windows Explorer, go to the folder location where the custom dictionaries are stored.

Image Windows 7 or Vista. C:Usersuser nameAppDataRoamingMicrosoftUProof

Image Windows XP. C:Documents and Settings user nameApplication DataMicrosoftUProof

TROUBLE? If you can’t find the folder, change folder settings to show hidden files and folders.

Image Locate the exclusion dictionary for the language you want to change.

Image The file name you want is ExcludeDictionary Language CodeLanguage LCID. lex.

For example, ExcludeDictionary EN0409.lex, where EN is for English.

Check Excel Help for an updated list of LCID (Local Identification Number) number for each language.

Image Open the file using Microsoft Notepad or WordPad.

Image Add each word you want the spelling check to flag as misspelled. Type the words in all lowercase and then press Enter after each word.

Image Save and close the file.

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Inserting Symbols

Excel comes with a host of symbols for every need. Insert just the right one to keep from compromising a workbook’s professional appearance with a missing accent or mathematical symbol (å). In the Symbol dialog box, you use the Recently used symbols list to quickly insert a symbol that you want to insert again. If you don’t see the symbol you want, use the Font list to look at the available symbols for other fonts installed on your computer.

Insert Symbols and Special Characters

Image Click the document where you want to insert a symbol or character.

Image Click the Insert tab, and then click the Symbol button.

Image To see other symbols, click the Font list arrow, and then click a new font.

Image Click a symbol or character.

You can use the Recently used symbols list to use a symbol you’ve already used.

Image Click insert.

Did You Know?

You can insert a symbol using a character code. When the From box displays ASCII (decimal), you can use the number shown in the Character Code box to insert a character or symbol. Place your insertion point where you want the character on the slide, make sure Num Lock is on, hold down the Alt key, and then use the numeric keypad to type 0 (zero) followed by the character code. Then release the Alt key. The code applies to the current code page only, so some characters may not be available this way.

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Finding the Right Words

Repeating the same word in a workbook can reduce a message’s effectiveness. Instead, replace some words with synonyms or find antonyms. If you need help finding exactly the right words, use the shortcut menu to look up synonyms quickly or search a Thesaurus for more options. This feature can save you time and improve the quality and readability of your workbook. You can also install a Thesaurus for another language. Foreign language thesauruses can be accessed under Research Options on the Research task pane.

Use the Thesaurus

Image Select the text you want to translate.

Image Click the Review tab.

Image Click the Thesaurus button.

Image Click the list arrow, and then select a Thesaurus, if necessary.

Image Point to the word in the Research task pane.

Image Click the list arrow, and then click one of the following:

Image Insert to replace the word you looked up with the new word.

Image Copy to copy the new word and then paste it within the workbook.

Image Look Up to look up the word for other options.

Image When you’re done, click the Close button on the task pane.

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Inserting Research Material

With the Research task pane, you can access data sources and insert research material right into your text without leaving your Excel workbook. The Research task pane can help you access electronic dictionaries, thesauruses, research sites, and proprietary company information. You can select one reference source or search in all reference books. This research pane allows you to find information and quickly and easily incorporate it into your work.

Research a topic

Image Click the Review tab.

Image Click the Research button.

Image Type the topic you would like to research.

Image Click the list arrow, and then select a reference source, or click All Reference Books.

Image To customize which resources are used for translation, click Research options, select the reference books and research sites you want, and then click OK.

Image Click the Start Searching button (green arrow).

Image Select the information in the Research task pane that you want to copy.

To search for more information, click one of the words in the list or click a link to an online site, such as Wikipedia.

Image Select the information you want, and then copy it.

In the Research task pane, you can point to the item you want, click the list arrow, and then click Copy.

Image Paste the information into your workbook.

Image When you’re done, click the Close button on the task pane.

Image

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Translating Text to Another Language

With the Research task pane, you can translate single words or short phrases into different languages by using bilingual dictionaries. The Research task pane provides you with different translations and allows you to incorporate it into your work. If you need to translate an entire document for basic subject matter understanding, Web-based machine translations services are available. A machine translation is helpful for general meaning, but may not preserve the full meaning of the content.

Translate Text

Image Select the text you want to translate.

Image Click the Review tab.

Image Click the Translate button.

If this is the first you have used translation services, click OK to install the bilingual dictionaries and enable the service.

Image If necessary, click the list arrow, and then click Translation.

Image Click the From list arrow, and then select the language of the selected text.

Image Click the To list arrow, and then select the language you want to translate into.

Image To customize which resources are used for translation, click Translation options, select the look-up options you want, and then click OK.

Image Right-click the translated text in the Research task pane that you want to copy, and then click Copy.

Image Paste the information into your workbook.

Image When you’re done, click the Close button on the task pane.

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Undoing and Redoing an Action

You may realize you’ve made a mistake shortly after completing an action or a task. The Undo feature lets you “take back” one or more previous actions, including data you entered, edits you made, or commands you selected. For example, if you were to enter a number in a cell, and then decide the number was incorrect, you could undo the entry instead of selecting the data and deleting it. A few moments later, if you decide the number you deleted was correct after all, you could use the Redo feature to restore it to the cell.

Undo an Action

Image Click the Undo button on the Quick Access Toolbar to undo the last action you completed.

Image Click the Undo button arrow on the Quick Access Toolbar to see recent actions that can be undone.

Image Click an action. Excel reverses the selected action and all actions above it.

Image

Redo an Action

Image Click the Redo button on the Quick Access Toolbar to restore your last undone action.

TROUBLE? If the Redo button is not available on the Quick Access Toolbar, click the Customize Quick Access Toolbar list arrow, and then click Redo.

Image Click the Redo button arrow on the Quick Access Toolbar to see actions that can be restored.

Image Click the action you want to restore. All actions above it will be restored as well.

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