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Excel 2013 Essential Training
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Inserting shapes, arrows, and other visual features


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Excel 2013 Essential Training

with Dennis Taylor

Video: Inserting shapes, arrows, and other visual features

If you'd like to add visuals, pictures, icons or shapes to a worksheet, the Insert Tab in the ribbon provides us with a number of choices, for example, pictures. In files that ship with this course, you will see some pictures in Chapter 4, here's one for the company here that makes clothing items. We want to show this in the worksheet. Just double-click it and there it is. We can move this around. We can drag its edge or just inside. If you drag one of the corner handles as they're called, you can make this bigger or smaller keeping the same proportion.
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  1. 1m 6s
    1. Welcome
      43s
    2. Using the exercise files
      23s
  2. 29m 37s
    1. What is Excel used for?
      1m 49s
    2. Using the menu system
      4m 30s
    3. The Quick Access Toolbar
      4m 41s
    4. The structure of a worksheet or workbook
      3m 41s
    5. Using the Formula bar
      1m 43s
    6. Using the Status bar
      2m 24s
    7. Navigation and mouse pointers
      2m 20s
    8. Shortcut menus and the Mini toolbar
      3m 24s
    9. Using the built-in help
      2m 54s
    10. Creating new files
      2m 11s
  3. 24m 1s
    1. Exploring data entry and editing techniques
      4m 41s
    2. Entering data with AutoFill
      4m 6s
    3. Working with dates and times
      3m 32s
    4. Using Undo and Redo
      4m 50s
    5. Adding comments
      2m 55s
    6. Using Save or Save As
      3m 57s
  4. 30m 7s
    1. Creating simple formulas: Totals and averages
      5m 25s
    2. Copying a formula for adjacent cells
      2m 54s
    3. Calculating year-to-date profits
      3m 9s
    4. Creating a percentage-increase formula
      4m 7s
    5. Working with relative, absolute, and mixed references
      4m 7s
    6. Using SUM and AVERAGE
      3m 25s
    7. Using other common functions
      7m 0s
  5. 46m 7s
    1. Exploring font styles and effects
      4m 7s
    2. Adjusting row heights and column widths
      3m 37s
    3. Working with alignment and Wrap Text
      4m 2s
    4. Designing borders
      3m 26s
    5. Exploring numeric and special formatting
      5m 36s
    6. Formatting numbers and dates
      4m 31s
    7. Conditional formatting
      4m 21s
    8. Creating and using tables
      9m 59s
    9. Inserting shapes, arrows, and other visual features
      6m 28s
  6. 20m 40s
    1. Inserting and deleting rows and columns
      4m 52s
    2. Hiding and unhiding rows and columns
      4m 2s
    3. Moving, copying, and inserting data
      5m 42s
    4. Finding and replacing data
      6m 4s
  7. 17m 51s
    1. Exploring the Page Layout tab and view
      7m 20s
    2. Previewing page breaks
      4m 56s
    3. Working with Page Setup and printing controls
      5m 35s
  8. 30m 30s
    1. Creating charts
      4m 36s
    2. Exploring chart types
      7m 47s
    3. Formatting charts
      5m 42s
    4. Working with axes, labels, gridlines, and other chart elements
      5m 35s
    5. Creating in-cell charts with sparklines
      6m 50s
  9. 12m 49s
    1. Freezing and unfreezing panes
      2m 39s
    2. Splitting screens horizontally and vertically
      4m 48s
    3. Showing necessary information with the Outlining feature
      5m 22s
  10. 23m 0s
    1. Displaying multiple worksheets and workbooks
      4m 17s
    2. Renaming, inserting, and deleting sheets
      2m 23s
    3. Moving, copying, and grouping sheets
      3m 39s
    4. Using formulas to link worksheets and workbooks
      6m 1s
    5. Locating and maintaining links
      6m 40s
  11. 20m 25s
    1. Using IF functions and relational operators
      3m 43s
    2. Getting approximate table data with the VLOOKUP function
      7m 6s
    3. Getting exact table data with the VLOOKUP function
      4m 42s
    4. Using the COUNTIF family of functions
      4m 54s
  12. 23m 50s
    1. Unlocking cells and protecting worksheets
      7m 50s
    2. Protecting workbooks
      2m 40s
    3. Assigning passwords to workbooks
      4m 41s
    4. Sharing workbooks
      4m 7s
    5. Tracking changes
      4m 32s
  13. 28m 32s
    1. Sorting data
      6m 9s
    2. Inserting subtotals in a sorted list
      8m 25s
    3. Using filters
      6m 16s
    4. Splitting data into multiple columns
      5m 4s
    5. Removing duplicate records
      2m 38s
  14. 35m 2s
    1. Creating PivotTables
      8m 36s
    2. Manipulating PivotTable data
      9m 47s
    3. Grouping by date and time
      6m 0s
    4. Grouping by other factors
      2m 33s
    5. Using slicers to clarify and manipulate fields
      4m 7s
    6. Using PivotCharts
      3m 59s
  15. 23m 29s
    1. Using Goal Seek
      6m 8s
    2. Using Solver
      6m 34s
    3. Using Scenario Manager
      6m 11s
    4. Using Data Tables
      4m 36s
  16. 24m 31s
    1. Definition and examples
      6m 48s
    2. Creating a simple macro
      7m 0s
    3. Running a macro
      10m 43s
  17. 29s
    1. Next steps
      29s

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Excel 2013 Essential Training
6h 32m Appropriate for all Jan 29, 2013

Viewers: in countries Watching now:

Whether you're a novice or an expert wanting to refresh your skillset with Microsoft Excel, this course covers all the basics you need to start entering your data and building organized workbooks. Author Dennis Taylor teaches you how to enter and organize data, perform calculations with simple functions, work with multiple worksheets, format the appearance of your data, and build charts and PivotTables. Other lessons cover the powerful IF, VLOOKUP, and COUNTIF family of functions; the Goal Seek, Solver, and other data analysis tools; and how to automate many of these tasks with macros.

Topics include:
  • What is Excel and what is it used for?
  • Using the menus
  • Working with dates and times
  • Creating simple formulas
  • Formatting fonts, row and column sizes, borders, and more
  • Inserting shapes, arrows, and other graphics
  • Adding and deleting rows and columns
  • Hiding data
  • Moving, copying, and pasting
  • Sorting and filtering data
  • Printing your worksheet
  • Securing your workbooks
  • Tracking changes
Subjects:
Business Charts + Graphs Spreadsheets Teacher Tools Education Student Tools
Software:
Excel Office Office 365
Author:
Dennis Taylor

Inserting shapes, arrows, and other visual features

If you'd like to add visuals, pictures, icons or shapes to a worksheet, the Insert Tab in the ribbon provides us with a number of choices, for example, pictures. In files that ship with this course, you will see some pictures in Chapter 4, here's one for the company here that makes clothing items. We want to show this in the worksheet. Just double-click it and there it is. We can move this around. We can drag its edge or just inside. If you drag one of the corner handles as they're called, you can make this bigger or smaller keeping the same proportion.

Dragging the side handles sometimes distorts it or does whatever you wish with it, but you can do that too. Recognize also that when this enters the worksheet environment here, there is a new ribbon called Picture Tools with a Format Tab on it. Exploring all the options here would take you a long time, but maybe I like that one. If that weren't enough, how about moving this over a little bit maybe here, some picture effects and just tons of options you never even dreamed of. Do we really need a reflection on this? Well, we could have a reflection and make it more prominent, maybe move it back over here at some point.

Tons of options, it will take you a long time to explore a lot of those. So, that's certainly one option. How about the trademark that we see over in column A? That's actually an object and we have that available also. Insert>Pictures, also located in the same place where we found these sneakers right there, Insert and there it is. If you're making size changes here, it's always best on logos to be using the corner so you keep that same proportion of height to width. It's generally frowned upon to distort the look of a logo, but you can certainly move that around, too.

You can copy and paste these and do different things with them as well. Maybe this time, we'll just put a border on it and decide on one of the borders this way maybe. Thick border does that look good? Well, it might or might not, as long as it doesn't violate our company's copyright restrictions regarding how this is displayed, maybe that's going to be just fine. There are a lot of other features we can get to as well from the Insert Tab. Here's an icon called Shapes. Now, there's a ton of shapes here. Many, many of these, in fact, most of them do encompass space.

So, we might want to put text somewhere. Here's a rectangle and we can then click and drag and draw a rectangle-- it could be wide, it could be tall. If we want it to be a perfect square, we hold down the Shift key. That's a perfect square. You should let go of the mouse first. If we wanted to draw a perfect circle, once again, on the Insert Tab, Shapes, this time we choose an oval. Drag it to the right. It could be an oval of any size, but if we want it to be a circle, hold down the Shift key. A number of the shapes here also include yellow diamonds.

They're not obvious until we see them. Let's take an example here of a hexagon, right there. We can make that anyway we want, but there's a yellow diamond. If you drag the yellow diamond, that changes the diagram. It's going to be more like this, approaching a diamond or in this case, approaching a rectangle. So, we can do that. And you probably saw a smiley face out there too, just tons of choices for any number of different reasons. So we're drawing this one. That's a frown face or anything in between of course, too.

We can change the color of any one of these. Recognize when we select one of these, the Format tab is active in the ribbon and there are all kinds of things we might want to consider doing. As we slide over these choices, keep an eye on that hexagon, you'll see how it's changing. If we want to put text in it, we can just start typing and maybe we're going to use this with the worksheet. Maybe it's going to be our title, in fact. We might want to move this toward the title area here. Move that box out of the way, maybe press Delete to get rid of it. Click this icon, perhaps delete that.

Maybe we're going to use this for a title. Pop it over here, maybe make it wider. We like the look of it perhaps. Maybe this represents first half sales report. So we just type it in place. And why stop there? We'd want to format it. So if we click its border, we could then go to the Home tab and choose perhaps a much bigger font and maybe change the font--make it bold, center it, top, bottom, left, right--and so on.

Just a ton of things we can do with these features. If that were not enough, there's another feature up there on the Insert tab called "Insert a SmartArt Graphic". Click. And how many choices do we have here? Oh, about 230 of them. Get a list of all of them and they're broken into various groups here. One that I've worked with a little bit is under "Hierarchy"-- it's an organization chart. But why stop at one? There are quite a few variations on it. Maybe we will choose Organization Chart here. Click OK. It's already set up for us.

Maybe we'll just type in a few things here to show you how it works. There is the CEO. Maybe this is the General Counsel. Notice that as we type this, because we're using more text, it automatically adjusts; and without doing too much typing here, maybe this is the Sales Manager and over here is the IT Manager. Now, we might want to add some things to this. I'm going to right-click on the Sales Manager here and add a shape. For example, we're going to add a shape after it, to add another manager at the same level or possibly by right- clicking on Sales Manager, adding a shape, adding a shape below, someone who works for the sales manager; or maybe we will repeat that with F4 to add another one, and that's someone who works for this person.

So there are a variety of ways to use this and this is just one of many. As we're using this, too, recognize that all of these different SmartArt options, were likely to have a Design or a Format tab as well here. So on the Design tab, we might want to change the color of this, and as I slide over these choices, look what's happening to that organization chart. It will look even better as I slide to the right here and move this out of the way and explore some of these. If that weren't enough, we've got styles out here too.

I mean you could be busy for months exploring all these options, perhaps years. It's not the purpose of this, but you get the idea, definitely worth exploring. These visual features go on and on and on, quite a few of them. You can add text to many of these shapes you saw or you could add pictures, you could add logos. It's a great set of tools available on the Insert tab in the ribbon.

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