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Okay, we're ready to put it all together. Let's see how all the information that we've learned in bits and pieces in all the different movies of our Excel 2007 essential training, come together at the very end. First thing we're going to do id we're going to open up a new spreadsheet. We do that by going to our Office button and selecting the New option. We're then asked what kind of the template do we want to work with, and we're going to select a Blank workbook. Click Create. We're now in a brand new workbook.
Next, we need to bring some data into our workbook to analyze. We do that by clicking on the Data tab, selecting From Text. Going to our folder 22_Workflow_in_Excel and selecting the EatCake 22 text file. Choose the Import button, and we'll work through the Import Wizard together. It's a delimited file, we'll click on Next, and it's a Tab delimited file. Notice again how the data previews nicely, and it breaks the information in logical chunks.
Click Next. To identify what column data format we want to work with, since this is a combination of data formats, were going to select General, and Finish. Where would we like to put this data? We're going to confirm that we want it to start first cell of the data sheet we're looking at. Clicking OK brings the information into our spreadsheet. Okay, now that I have the data into the spreadsheet, I want to format it as a table. I do that by clicking on the Home tab and selecting Format as Table, in my Styles options. Selecting that allows me to choose from any one of hundreds of different styles, to get the look and feel for the table I'm working with.
What we want to make sure before we do that is that we are actually sitting in and selecting the table that we want to work with. So go select the table, go up to Format Table, and then pick the look and feel you would like. Yes, our table does head headers, so we make sure that we've selected the check box here, and click OK. Yes, we want to make sure that we are removing all connections to external data, and our formatting is done. Now we have a nice look and feel to our table.
Now, we want to make sure that the final cost is calculated. Because, if we click on that particular field, and we see that the number itself is coming in here. But we want to make sure that as we change our inventory levels, the appropriate final cost is put in. So let's use a formula to do that. Remembering that a formula begins with an equals signs, we go to our Formula bar, and click at the equals sign. We want to in calculating our formula, take our inventory which is in E5, and multiply it by-- using the astrix-- by our current cost, which is in D5. Notice I'm using the actual clicking on the cells, in order to indicate where I wanted to go.
I secure this particular formula by clicking on the checkbox, which enters the information, and the calculation is done. I pull this calculation throughout all of the different rows by clicking and dragging down through my table and releasing. And as I scroll up through the different cells, I notice that the formula has been calculated all the way along. I'm now going to move down to the Page Layout view to see how it's going to print.
It now moves me into my new Print Page Layout view, and I can add a header to my information. By clicking on the cell where I want the header to appear, I then activate it, and type in my title. I'm now ready to print my information and I can do that by going up to my Office button, selecting Print and choosing from one of the three options to print out my information. I also want to be able to save my information.
And I can do that by selecting that Office button, clicking Save As, and choosing one of the different options, and I'm just going to go back to that particular screen. You also want to be able to save your information. So you do that by clicking your Office button, and using one of the different Save options that you have here. It's very important for those of you that are going to be sharing this information with people that do not have Microsoft 2007, to save your work in a format that will be acceptable to older versions of the software.
If you save it to the default New format, it will not be able to be opened in a different, older version. So you would want to select Excel 97-2003 so that it is compatible. Some of the functionality will be lost, however, it's not a deterrent for those that would be able to open it up and actually use it. So, in this case I'm going to save it as a 2003 workbook. And you'll see that it identifies to me what loss of functionality will be incurred. By those people that are working in the older version, this is fine.
It's not going to change the information that I have in here, and I get to work with my new file. That's how easy it is, and you're ready to try these things on your own.
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