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This will set the window back to full screen. Note the automatic change in the ribbon as shown in Figure In this exercise, you changed the resolution of the Project window and the software automatically changed the resolution of the ribbon command groups. This is where the user will change options, save, print, import and export, set file properties, and much more.
USE the project schedule you created in the previous exercise. Click the File tab. On the left navigation bar click New.
This screen is similar to the Start screen that appeared when you first started the software. From this screen you can open an existing schedule, start a new project from a blank template, or import from Excel or SharePoint. Click Print in the left navigation bar. This section provides a print preview, allows the user to change printers and the print settings, as well as setting the page options such as headers, footers, and margins.
Click Share in the left navigation bar. Here the user can send the project file as an email attachment or sync it with SharePoint.
Click Export in the left navigation bar. In this exercise, you reviewed some sections of the Backstage Area. Throughout this text, you will return to this area to check and change options. More correctly, it is three databases in one, as shown in Figure The first is a task database.
This is where all task-related information such as the task name, start, finish, cost, duration, and work is kept. The second is the resource database. All resource-related information is stored in the resource database, such as resource name, type of resource, standard rate pay rate , resource group they belong to, the base calendar they are assigned, and the maximum number of units for the resource.
The third database is called the assignment database. When a resource is assigned to a task, all of the assignment-related information for each specific resource on each specific task is stored here. Your screen should be on the Gantt Chart view. Place your mouse cursor on the Task Name column heading, but do not click it. You will notice that a ScreenTip appears, displaying the title of the column Task Name and its actual name Name. Place the mouse cursor on the Resource Name column heading and observe the ScreenTip that appears as in Figure You will notice that this field has the same name as the one in Figure You have just witnessed two of the databases.
On the ribbon, click the Task Usage button, located in the Task Views command group. This is one of two views that displays information from the assignment database. Note the Task Usage button is a two-part button, with a submenu on the bottom half. Select the name cell of task 1, Perform Initial Planning.
This is the Scroll to Task feature which will be discussed later. Figure Task Usage View Task Resource Planned work hours by resource Table shows the default view and the databases from which they collect information.
Knowing which database has the information will help later in knowing not only which view to activate but will also assist in developing custom reports. In this exercise, you viewed some of basic views in the software and the database that held the information. In the next exercise, you will become familiar with more views. When you want to look at data from any one of the databases, you must activate a view.
In this exercise, you will learn about some of the common, default views and how to activate them. On the View tab, select the Calendar view from the Task View command group. Figure Calendar View 10 Lesson 1 2. The Calendar view provides task data in a calendar format.
It is helpful when you need to get project information to those project team members who may not have, or know how to operate, Microsoft Project. On the View tab, select the Network Diagram view. Figure Network Diagram view 4. The network diagram view displays the logical sequencing of the tasks and the relationship these tasks have with other tasks in the project.
It is helpful during planning and execution and can show the complexity of a project. On the View tab, select the Resource Usage view. Click the Resource Name column once to highlight the entire column. On the ribbon, in the Data command group, click the Outline button then select Hide Subtasks. Auto fit the Resource Name column.
You do this by placing your cursor on the right side of the column name and double-clicking. Click the Expand button at the left of resource 1, Audit Committee. Your screen should look like Figure In other words, it is helpful to see the assignments each resource has been assigned. This is opposite from the Task Usage view you selected earlier, which categorized assignments by task.
CLOSE the file. When asked to save the file, click No. In this exercise, you viewed three additional, commonly used views in the software. Now that you are familiar with how to navigate in the program, you will now create your own project schedule. You should perform all the planning processes associated with the project management methodology of your organization before entering any information into Microsoft Project When you create a new project schedule, the first task is to set a start date for your project.
Opening a New Blank Project Schedule Rather than use a project schedule template, you can create a new, blank project schedule that you can fine-tune to your specific project.
In this exercise, you open a new project schedule. On the Start screen, click New. On the screen, double-click the Blank Project option. A new blank project schedule appears and you are briefly notified that new tasks will be created in the new Manually Scheduled Mode, which is discussed in lesson 2. Your screen will look like Figure LEAVE the project schedule open to use in the next exercise. In this exercise, you created a new, blank project schedule. Now you will begin to add details to the project schedule, such as start date, tasks, durations, and calendars.
This information should be entered in the sequence presented. When using Microsoft Project the user must perform data entry steps in a specific order. Entering information out of sequence could result in inaccurate information or re-entry of the data. For example, if you enter duration information before setting the calendar options, the durations entered will be altered when calendar options are set.
In this exercise, you create a start date for the new project you have created. USE the project schedule you opened in the previous exercise. In the Properties group click the Project Information button.
The Project Information dialog box appears. Single-click the drop-down arrow next to the Start Date text box once. For this exercise, you will change the project start date to January 4, Project Basics 13 3. In the January calendar, click January 4th. Click OK at the bottom of the dialog box. In this exercise, you specified a start date for your project. You can schedule a project from either the start date or the end date, but not both.
Most projects should be scheduled from a start date. Scheduling from a start date causes all tasks to start as soon as possible, and it gives you the greatest scheduling flexibility. Scheduling from a finish date can be helpful in determining when a project must start if the finish date is fixed. Saving the Newly Created Project Schedule Once you have created a new project schedule and specified the start date, you need to save the file. On the ribbon, click the File tab and then click the Save option.
Because you have not previously saved the project schedule, the Save-As section is activated. In the Save As section, click Computer then select Browse. Locate and select the solutions folder for this lesson as directed by your instructor.
Click Save. Leave the project schedule open to use in the next exercise. In this exercise, you named and saved your project file. It is important to get into the habit of saving your file frequently so that minimal information is lost should you experience a software or hardware malfunction. Under the File tab, click Options in the navigation bar, then select Save.
In the Save Options dialog box, under Save Projects, select the Auto Save Every check box and then specify the time interval at which you want Microsoft Project to automatically save your file.
You can set your project calendar to reflect the working days and hours of your project, as well as nonworking times such as evenings, weekends, and holidays. Defining Project Calendars In this exercise, you define the calendar for your project and set up two exception days holidays.
On the ribbon, in the Properties command group, select the Change Working Time button. The Change Working Time dialog box is displayed. Click the For Calendar drop-down arrow. In the dropdown menu, select Standard, if it is not already selected. Using the scroll control at the right of the calendar, navigate until the calendar displays January, Click the date box for January Day and press Enter.
Single-click the name of the exception you just entered. Then click the Details button. The Details dialog box appears. Under Recurrence Pattern, click Yearly. Click the The: button, and use the arrows next to each selection box to select Third, Monday, and January.
In the Range of Recurrence section, select the option for End after: then type 3, then press Enter. Scroll until calendar in the Change Working Time dialog box displays May, Click once on May 30, In the next blank exception name cell, type Memorial Day and press Enter.
The Details dialog box reappears. Click the The: button, and use the arrows next to each selection box to select Last, Monday, and May.
In the Range of Recurrence section, select the option for End after: then type 3. SAVE the project schedule. Exceptions can also be used to indicate additional time away from the project, such as company-wide training days or morale events.
A calendar is a scheduling tool that determines the standard working time and nonworking time such as evening or holidays for the project, resources, and tasks. Calendars are used to determine how tasks and resources assigned to these tasks are scheduled. It can serve as a project calendar or a task calendar. It defines the normal working and nonworking times. A task calendar defines working and nonworking times for a task, regardless of the settings in the project calendar.
Base calendars can be created and assigned to a project, a resource, or a task. Project, resource, and task calendars are used in scheduling tasks. If resources are assigned to tasks, the task is scheduled based upon the resource calendar. Cross Ref You will learn more about base calendars, project calendars, and resource calendars in Lesson 2. In Microsoft Project, the tasks you define contain the details about each activity or event that must occur in order for your project to be completed.
These details include the order and duration of tasks, critical tasks, and resource requirements. Tasks are the most basic building blocks of any project schedule. In this exercise, you will enter a single task in each row of the Entry table. Click the first blank cell directly below the Task Name column heading. Type Review screenplay and press Enter. Enter the following task names below the Review screenplay task name.
Press Enter after each task name. Develop scene blocking and schedule Develop production layouts Identify and reserve locations Book musicians Book dancers Reserve audio recording equipment Reserve video recording equipment 4. As you enter new tasks, you will note that each cell automatically wraps the text.
The Task ID sometimes simply referred to as ID is a unique number that is assigned to each task in the project. However, you can define the duration of days, weeks, and months for your project. Click the File tab, select Options, then click the Schedule option, and look under Calendar options for this project: See Figure Because different tasks usually take different amounts of time to complete, each task is assigned a separate duration.
Do not confuse duration with elapsed time or work effort. By contrast, a task can have four work resources assigned and equate to 24 hours of effort in a single, eight hour work day. This applies to start dates and finish dates as well.
Click the first cell in the Duration column next to the task 1, Review screenplay. The Duration field for task 1 is selected. Type 3w and then press Enter. The value 3 wks appears in the Duration field. Enter the following durations for the remaining tasks. Figure Gantt Chart showing task durations entered. You may notice that for those tasks where you entered approximate durations, the software did not draw a corresponding Gantt Chart bar. This is the result of Manual Scheduling. Later in this lesson you will change the scheduling mode to Automatic Scheduling.
Recall that when you set up your project calendar in the previous exercise, the working times for your project were Monday through Friday from A. No work is scheduled on evenings or weekends because these have been defined as nonworking times.
Although the task durations are supplied for you for the exercises in this book, you and the project team will have to estimate task durations for most real-world projects. Risk is an uncertain event or condition that, if it occurs, will have an impact on your project, either positively or negatively.
Inaccurate task duration estimates negative risk decreases the likelihood of completing the project on time, within budget and to specification. Developing good estimates is worth the time and effort.
In the Manual mode which is the default , Project allows the user some flexibility in entering information. However, this mode does not allow the software to schedule tasks in a dynamic manner, meaning it requires more attention to maintain the schedule. Automatic scheduling mode reduces the f lexibility of entering approximate durations and dates. This mode does allow the user to create a dynamic schedule which requires less maintenance.
Switching from Manual to Automatic Scheduling When you entered durations earlier, you noticed how the software dealt with approximate duration information — it did not draw a Gantt bar. In this exercise you will learn how to change the scheduling mode. You can do this for an entire project or you can do it on a task-by-task basis, depending on your needs. By default, all new tasks are set to manual scheduling. Select the Task Name for task 1, Review screenplay.
Click the Task tab. Then, in the Tasks command group, click the Auto Schedule button. Notice the change in the Gantt Chart bar for task 1. Select the duration cell of task 3, Develop production layouts. Type 1mo and press Enter. This sets the duration for that task. Single-click task name column heading to select all tasks. On the ribbon, select the Auto Schedule button.
Note the duration of task 8 now displays 1 day with a question mark behind it. Select the duration cell of task 8, Reserve audio recording equipment. Key 5d and press Enter. Click the File tab then select Options. In the Project Options dialog box, in the navigation bar on the left side of the dialog box, click Schedule. Look in the Scheduling options for this project: section.
Note that you have only changed the options for this file, not the behavior of the software. Click OK to close the options dialog box. Notice that at the bottom of the screen, on the status bar, that all new tasks are auto scheduled. In this exercise you changed the scheduling mode for a single task then changed it for all entered tasks. You then changed the scheduling mode for all new tasks to be entered into the file.
Creating a Milestone A milestone represents a major event or a significant point in a project. In Microsoft Project, milestones are represented as a task with zero duration. On the Task ribbon, in the Insert command group, click the Milestone button.
Notice that a duration of zero days has already been entered. In the Name cell of the newly created milestone, type Pre-Production complete and press Enter. In the Task Name column, click the name of task 1, Review screenplay. Microsoft Project inserts and numbers the new milestone as ID 1.
Notice that the other tasks after this new task insertion point have been renumbered. Type Pre-Production begins and press Enter. To insert multiple new tasks, select multiple tasks and then press Insert. The same number of new tasks will be inserted as the number you selected. A sample WBS for this project is shown in Figure Create Summary Tasks After you enter tasks in your project, it can be helpful to organize your project by grouping related tasks into phases, or groups of closely related tasks that encompass a major section of your project.
The phases, represented by summary tasks, identify the major phases and sub-phases in your project. A summary task is made up of and summarizes all of the tasks within its hierarchical structure, which could also include other summary tasks, detail tasks, or subtasks that fall below it.
A work breakdown structure WBS is the hierarchical decomposition of the work to complete the project. Figure depicts a box-type, or graphical, WBS for the case study project you are working on in this book. There are other WBS formats that can be used but these are the two most common.
Select tasks 1 through On the Task ribbon, in the Insert command group, click the Summary button. A new summary task row is inserted above the selected tasks, all selected tasks are shifted down and renumbered, and they are all now part of this new summary task.
Type the following task names below task 11, Pre-Production complete. Production Post-Production Note that each of these became part of the previous section. You want each of these to become a summary task. Select tasks 12 and On the ribbon, in the Schedule command group, select the Outdent button. Click the name of task 13, Post-Production, and press Insert twice. Two blank tasks are inserted above the Post-Production task.
Type the following task names and durations below task 12, Production. Task Name Duration Production begins 0d Production complete 0d 8. Type the following tasks names and durations below task 15, Post-Production. Select tasks 13 and On the Task ribbon, in the Schedule group, click the Indent button. Tasks 13 and 14 are indented and task 12 becomes a summary task. All of the selected tasks will be indented and a new summary task line will appear.
Select tasks 16 and Tasks 16 and 17 are indented and task 15 becomes a summary task. Figure Summary task Gantt bar Gantt Chart showing summary and indented tasks. The appearance of the Production and Post-production summary tasks will change once additional tasks are added in later lessons.
You have just organized your tasks into phases. Working with phases and tasks in Microsoft Project is similar to working with an outline in Microsoft Word. You can create phases by indenting and outdenting tasks, and you can collapse an entire task list into its phase components. This approach works from general to specific. This approach works from specific to general. In the Auto Scheduling mode, the links create a sequential dependency in which one task depends on the start or completion of another task in order to begin or end.
Linking Two Tasks When you created your project, all of the tasks in the project schedule were scheduled to start on the same date — the project start date.
You must create a dependency, or link, between tasks to correctly reflect the order in which work must be completed. In this exercise, you will link two tasks to reflect the actual order in which they will occur. Select tasks 2 and 3. Tasks 2 and 3 are now linked with a finish-to-start relationship.
Select the name cells of tasks 3 and 4. Microsoft Project changed the start date of task 4 to the next working day following the completion of task 3. Note that because January 18 was a nonworking day the Martin Luther King holiday you set up , task 3 does not finish until January 25 and task 4 does not start until January If necessary, scroll the Gantt Chart to January 24 so that the link you just created is visible.
When you started the exercise in this section, all of the tasks in the project schedule were scheduled to start on the same date — the project start date. You have just linked two tasks to reflect the actual order in which they will occur. A link is a logical connection between tasks that controls sequence and defines the relationship between two or more tasks. Purchase 25 or more print books and get officegrader at no additional cost.
Release notes for business applicaltion group. Last day to order moac products books and labs from wiley april 1, Get it as soon as wed, feb 2. For microsoft official academic course. This is learning made easy. Sign in. It teaches fundamental concepts that learners can apply to any version of MS Project or project management phase, such as project initiation, planning, execution, monitoring, controlling, and closure. The tutorial includes over lectures, eight hours of video instruction, PDF documents, quizzes, and 10 hands-on exercises.
Topics covered include:. Upon purchase, users get lifetime access to both courses. The bundle contains a total of 33 lessons and 20 hours of content. The MS Project course contains 18 lessons that take an estimated 10 hours to complete. It teaches learners how to plan, track, and control a project completely within MS Project Learners can expect to get the following takeaways:. CustomGuide Interactive Learning offers a Project Training Course that includes interactive tutorials, training manuals, quick references, and skills assessments.
It is geared towards all levels of experience and covers fundamentals, as well as different project views, tasks, resources, and reports. CustomGuide offers two price tiers. For individuals, once purchased, they have one year of access to the course and its materials. It involves various interactive assignments and quizzes to check your knowledge as you learn. The course is composed of course hours that take six months to complete. The GoSkills Microsoft Project Fundamentals tutorial is an online, self-paced course for beginners or those who want a refresher on the fundamentals of MS Project.
Participants will learn how to use the different views and tables, create schedules and tasks, manage budget and resources, analyze and track progress, and more. After completing the 44 lessons, which take approximately 19 hours, students receive a certificate to show their solid foundational knowledge of Microsoft Project.
At the bottom of the right pane, click the Show All Properties link to display additional properties. Click the Categories field and type Revenue. Click the Company field and type Fabrikam, Inc.. Above the Size field, click the Properties drop-down arrow, and then click Advanced Properties. The Properties dialog box opens see Figure Click the Summary tab in the dialog box to see the properties you entered. Click the Statistics tab to see the date you modified the file.
Click OK to close the Properties dialog box. Press Esc to return to the worksheet. Working with Microsoft Excel 33 After a file is saved, the Statistics tab records when the file was accessed and when it was modified. It also identifies the person who last saved the file. After a workbook is saved, the Properties dialog box title bar displays the workbook name. Knowledge Assessment Multiple Choice Select the best response for the following statements.
Which of the following consists of details that describe or identify a file, including the author? Paste b. Document properties c. Copy d. Range 2. Which command is used to insert a cut or copied selection to a cell or range of cells? Range 3.
If you want to use a workbook in another kind of document, you have the option to save using which of the following? File format b. Worksheet c. File sheet d. File range 4. Which is a small green square in the lower-right corner of a selected cell or range that you can use to copy one cell to adjacent cells or to create a series? Cell pointer b. Column marker c. Fill handle d. Formula bar 5. Which of the following can you drag or double-click to change the width of a column?
Using the Delete key removes both text and formats from a cell. You can assign keywords so that others can search for your documents online. The formula bar is found at the bottom of the Excel window.
Use the fill handle to create a natural series, such as the months of the year. Workbooks can be saved as web pages, PDF files, and for use in previous versions of Excel. Click cell A1, type Fabrikam, Inc. Beginning in A4, type the following labels and values. If necessary, adjust the column widths to display all of the text in the columns. LEAVE the workbook open for the next project. Project Setting Document Properties and Assigning Keywords In this project, you will use Document Properties to assign properties to an existing workbook.
Click Properties and then click Advanced Properties. Click the Summary tab. In the Subject field, type Sales and then press Tab. In the Author field, type [your name] and then press Tab four times. In the Keywords field, type , options, priorities. CLOSE the file. Each tab provides related options and settings to help you manage your Excel workbook files.
This is your access to Backstage view. When you click the File tab to access Backstage view, you see the navigation pane on the left side of the window, with commands related to managing files refer to Figure If you want to return to your workbook from Backstage view, click the Return to document button in the upper left corner or press Esc.
You can use the Print settings to manipulate workbook elements such as margins, orientation, paper size, and so on. Many of these commands are also available from the Page Layout tab on the ribbon. Setting the Print Area You can use the Print options in Backstage view to print only a selected portion, or print area, of an Excel workbook. In this exercise, you learn to select an area of a workbook for printing.
You print just the list of items in the worksheet. On the worksheet, click cell A3, hold the mouse button, and then drag to cell A Your selected cell range should be highlighted in gray see Figure Figure Selecting a print area 2. Click the File tab and then click Print in the navigation pane.
Under Settings, click the first button, labeled Print Active Sheets the name on the button changes if you make a different selection. A drop-down menu of options displays for setting the print area. From the menu that appears, click Print Selection. You have now set the print area. Notice in the Print Preview pane on the right that you can see only the list of items to bring and not the text in rows 1 and 2 see Figure Click the Return to document button. You will not print at this time.
Take Note Specifying a print area from the Backstage view does not save the setting with the workbook. If you want to save the print area for later use, select the range for the print area, and then on the Page Layout tab, click Print Area, and then Set Print Area.
Printing Selected Worksheets In this exercise, you learn to access the options for printing individual worksheets in a workbook.
You can use these options to print the current worksheet only or to print multiple worksheets. This is a modified version of the potluck workbook you used previously. In this case, there are three different worksheets for three different departments. Click each of the three worksheet tabs: HR, Operations, and Finance. Notice that the title in C1 shows the department name and there are a different number of items to bring to each potluck depending on the size of the department.
Click the HR tab. In the Print Preview pane, the first worksheet displays. Excel prints only the active sheets by default. Notice that the page number shows 1 out of 1, indicating that only one of the worksheets will print, and it will all fit on one page. Press Esc or click the Return to document button. While the HR worksheet is active, hold down Ctrl and click on the Finance tab. Now both the HR and Finance worksheets are selected. Click the File tab and then click Print.
Now in the Print Preview area, the bottom of the screen shows 1 of 2 with the HR worksheet preview. Click the right arrow to go to the second page and notice that the Finance worksheet previews see Figure Page 1 is the HR worksheet 7. In the drop-down menu that appears, notice that you can select several printing options for your workbook or worksheet.
Click the Return to document button to return to the workbook without printing. CLOSE the workbook without saving. Printing an Entire Workbook In most scenarios in business, workbooks are composed of multiple worksheets. In this exercise, you use commands in Backstage view to print an entire workbook. With Excel open from the previous exercise, perform the following steps. Click the File tab and then click Open if it is not selected. Because you just used the 03 Contoso Potluck Depts workbook, it should be at the top of the Recent list in the right pane.
Click 03 Contoso Potluck Depts to open it. Notice that the complete workbook does not display in the Print Preview area. This is because you did not save the workbook after you selected multiple sheets in the previous exercise.
Now in the Print Preview area, the bottom of the screen shows 1 of 3. This exercise prepares you to customize such options as page setup, scale, paper selection, and gridlines, all using the commands in Backstage view. Click the File tab and select Print see Figure Notice that the worksheet is small and it might be nice to have lines for people to write in on a printed page. In the Settings area of the Print window, click the Margins drop-down arrow and then click Wide.
The new margins will allow the worksheet to be hole-punched and put in a binder. Click the Scaling drop-down and see the choices below. The scaling options ensure that all columns, rows, or the entire worksheet fit on one page. In this case, you want to make the text larger without changing the font. Click Custom Scaling Options. The Page Setup dialog box opens. Make sure that the Page tab is selected and select Landscape so the page prints horizontally.
Click the Sheet tab and in the Print section, select the Gridlines check box. Click OK to return to Backstage view. Notice that the bottom of the screen still says, 1 of 1, meaning that only one page will print and notice that Print Preview shows larger text with boxes around each cell. Without printing the document, click the Return to document button and then click the HR-P2 worksheet.
Change the Settings to print Landscape, the Scaling to Fit Sheet on One Page, and add gridlines based on the previous steps in this section. Print Preview should look like Figure Default settings are pre-set options that determine how Excel will behave when performing an action. For example, a default printer is the one your documents always print to unless you change the setting. By default, there is one worksheet in a workbook and the font is Calibri, 11 points—but you can change those settings too.
Take Note After you customize the Quick Access Toolbar and the ribbon in the following exercises, you will follow steps to return Excel to the default settings.
In this exercise, you customize the Quick Access Toolbar by adding commands for functions you use most frequently in Excel, and by organizing the command but- tons on the toolbar to best suit your working needs and style.
OPEN a blank workbook in Excel. Click the File tab to access Backstage view. In the navigation pane, click the Options tab. In the right pane, the list on the left includes the commands that you can add to the toolbar. The list on the right shows the commands that are currently shown on the toolbar.
In the list on the left, scroll down and click Format Painter see Figure , and then click the Add button in the center of the two lists to add the Format Painter to the Quick Access Toolbar. Using the same process, move five more commands you use often to the Quick Access Toolbar. Notice that your Quick Access Toolbar now includes additional command buttons.
Similarly, you can remove any command that you added to the toolbar. At any time, you can reset the toolbar to its default settings. Click Yes to confirm and then click OK. Customizing the Ribbon As mentioned in Lesson 1, the ribbon is a visual interface that allows you to manipulate items on your worksheet. You can add a new ribbon tab, add a group on any ribbon tab, and add commands within a group. A group of commands on the default ribbon tabs are related in functionality.
For example, on the Home tab, the Font group allows you to change the font, font size, add bold, italic, or underline, or change the color of the cell or font. The Excel Options dialog box also offers selections for customizing the ribbon. You can add and remove commands, and you can change the location of ribbon commands to make accessing those you use most frequently more convenient. In this exercise, you use the commands in the Excel Options dialog box to create a new tab and command group to contain your frequently used com- mands.
Then you will reset the customizations to return to the default ribbon. Click the Options tab. In the Excel Options dialog box, click Customize Ribbon. The Customize the Ribbon options appear. By default, Popular Commands is selected in the Choose commands from drop-down box. The list of Popular Commands appears in the list below the drop- down box. In the list of Popular Commands, click Format Painter.
Note the Add button in the center of the dialog box is now active. You can use this method to display the current groups available on a ribbon tab. Under the Customize the Ribbon options, click the New Tab button shown in Figure to insert a new blank tab into the Customize the Ribbon list. When you click New Tab, a New Group is automatically created inside the new tab.
Click the New Tab Custom list item on the right to select it, and then click the Rename button. Under your new tab, click New Group Custom to select it. Click the Rename button again. This time, the Rename dialog box allows you to select a symbol see Figure Select the hand symbol. You see the New Group renamed.
In the command list on the left, click on a command of your choice, and then click the Add button. The command appears on your new ribbon tab. In the Choose commands from list, select All Commands and then add another command from this list.
In the Choose commands from list, select File Tab and then add another command. Your screen should look similar to Figure Click OK to close the Excel Options dialog box. When you exit, you see your tab named My New Tab on the ribbon. Click the My New Tab tab. Right-click anywhere in the ribbon and then click Customize the Ribbon. Near the lower-right corner of the Excel Options dialog box, click the Reset button and then click Reset all customizations.
This exercise familiarizes you with where the templates are located and how to select and use them. Selecting a Template from the New Tab Templates allow you to create professional workbooks in a fraction of the time it would take you to develop them from scratch. Examples of these are budgets, loan models, invoices, calendars, and so on.
Click the File tab and then click New. The New window displays a series of featured templates. You already used the Blank workbook template in this book. Scroll down if necessary and then click the Project Tracker icon. Click the Create button. Notice that there are two worksheets in this workbook: Project Tracker with the sample data you can change and Setup that allows you to input a list of categories and employees.
When you are finished looking at this template, click File and then click Close. If prompted, do not save changes. Look for and click the Academic calendar any year template and click the Create button. Click on the year and use the up or down arrow to change to the current year if necessary. Click the month name and select the current month name from the drop- down list. Scroll down the worksheet to see additional months displayed in the template.
Notice that the Academic calendar any year template appears as the third item on your list of templates because it was recently used. Click in the Search for online templates box at the top of the window. Type Budget and then press Enter. Notice that Excel displays a downloaded list of templates as well as a Category list on the right so you can narrow the choices see Figure Take Note You can modify the calendar workbook with your name, company name, and favorite pictures to personalize your calendar and make it your own or use as a gift for others.
Which of the following is where you can save, select a template, change document properties, and close or exit Excel? Backstage b. Print c. Edit d. Windows 2. To change printer, layout, or margin settings, you click the File tab and use which of the following options? Info b. Options c. Print d. Open 3. Which of the following can be customized for quicker access to your most commonly used commands?
Print Preview b. Quick Access Toolbar c. Printer setup d. Workbook 4. When you modify the ribbon, which of the following is created? Which predesigned file already has a significant amount of formatting, text, and other features?
Blank workbook b. Preset file c. Text file d. To access an Excel template, you can click the File tab and then click New. If you have too many columns on a page, the only option to see them all on a printed page is to decrease the column width. In Excel, you can add your most commonly used commands to the Quick Access Toolbar. You can create a completely new ribbon tab as well as groups on that ribbon.
Click the File tab, click New, and then search for the Movie list template. Add an additional movie to the list. Project Printing a Specific Area of a Worksheet In this project, you will print a selected area in the worksheet and then print a specific worksheet. Select the range D5:L9. OPEN Backstage view. Click Print in the Backstage view navigation pane. In the Settings section of the Print window, click the Print Active Sheets drop-down arrow, and then click the Print Selection option in the drop-down menu.
Click the Print button to print the selected area of the worksheet. From Backstage view, click the Print tab to return to the Settings options, open the Print Selection drop-down menu and then click Print Active Sheets. Click the Print button to print the active worksheet.
For example, you can create basic formulas for addition, subtraction, multiplication, and division using these methods. However, as you have discovered in previous lessons, the user interface offers tools that make it easier to work with data. In this lesson, you use a few command groups on the Formulas tab to display formulas and name ranges to be used in formulas.
Name box Formula bar View and edit named ranges Define Name Create from Selection Show Formulas Figure The Formulas tab in Excel Use Figure as a reference throughout this lesson as you become familiar with some of the com- mand groups on the Formulas tab and use them to work with formulas.
You learn about additional commands on the Formulas tab in the next lesson, which addresses functions. The formula is one of the essential elements of Excel, which enables you to add, subtract, multiply, and divide numbers. When you enter a formula in a cell, the formula is stored internally and the results are displayed in the cell. You can view the underlying formula in the formula bar when the cell is active, when you double-click the cell to edit it, or by using the Formulas tab.
You just entered a formula. Take Note Formulas should be typed without spaces, but if you type spaces, Excel eliminates them when you press Enter. Notice that the result of the formula displays in the cell, but the formula itself appears in the formula bar see Figure Figure Viewing a formula in the formula bar Results of the formula Formula displays display in the cell in the formula bar 4.
Double-click cell A1. The formula appears in both the active cell and the formula bar. You can edit the formula in this mode. The formula in cell A1 displays. Take Note While you are displaying formulas in the worksheet, you will not see the results of those formulas. Click Show Formulas again to turn off formula display. A formula is an equation that performs calculations, such as addition, subtraction, multiplica- tion, and division, on values in a worksheet.
In Excel, a value can be a number, a cell address, a date, text, or Boolean data, but is usually a number or cell address in terms of formulas. A formula consists of two elements: operands and calculation operators. Operands identify the values to be used in the calculation.
An operand can be a constant value, or a variable such as a cell reference, a range of cells, or another formula. A constant is a number or text value that is entered directly into a formula. A variable is a symbol or name that represents something else, which can be a cell address, a range of cells, and so on.
Calculation operators specify the calculations to be performed. Excel treats it like an ordinary string of characters. Using Basic Formulas 51 Excel uses four types of calculation operators: arithmetic, comparison, text concatenation, and reference. This lesson covers several arithmetic operators and the equal sign, which is a comparison operator. The arithmetic operators are listed in Table When you complete the formula and press Enter, the value displays in the cell and the formula displays in the formula bar if you select the cell.
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