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Reviewing a workflow in Excel

From: Excel 2007 Essential Training

Video: Reviewing a workflow in Excel

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.

Reviewing a workflow in Excel

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.

Show transcript

This video is part of

Image for Excel 2007 Essential Training
Excel 2007 Essential Training

85 video lessons · 77548 viewers

Lorna Daly
Author

 
Expand all | Collapse all
  1. 36s
    1. Welcome
      36s
  2. 10m 57s
    1. Why use a spreadsheet?
      1m 44s
    2. What's changed in Excel 2007?
      5m 37s
    3. The Ribbon
      2m 9s
    4. The Microsoft Office Button
      1m 27s
  3. 12m 10s
    1. What's on the Ribbon?
      1m 56s
    2. Making your way around the Ribbon
      2m 12s
    3. Customizing the Ribbon
      3m 8s
    4. Customizing the Microsoft Office Button
      4m 54s
  4. 16m 15s
    1. Opening old worksheets
      2m 24s
    2. Adding and deleting worksheets
      3m 18s
    3. Inserting and deleting cells
      6m 53s
    4. Freezing areas of a worksheet
      3m 40s
  5. 20m 51s
    1. Width and height
      7m 25s
    2. Numeric formats
      2m 21s
    3. Alignment of data
      3m 19s
    4. Playing with fonts
      2m 58s
    5. AutoFilter
      2m 21s
    6. Formatting as a table
      2m 27s
  6. 21m 31s
    1. Removing duplicates
      6m 1s
    2. What is Conditional Formatting?
      2m 21s
    3. Working with Conditional Formatting
      2m 14s
    4. Managing Conditional Formatting rule preferences
      2m 39s
    5. Converting text to columns
      4m 35s
    6. Data validation
      3m 41s
  7. 10m 56s
    1. Templates
      3m 45s
    2. Styles
      3m 35s
    3. AutoFormat
      3m 36s
  8. 12m 16s
    1. Excel lists have now become tables
      2m 34s
    2. Converting text to columns
      3m 11s
    3. Sorting and Grouping
      5m 9s
    4. Creating a summary report
      1m 22s
  9. 6m 44s
    1. Proofing your work
      3m 31s
    2. Providing comments on worksheets
      3m 13s
  10. 11m 43s
    1. Protecting and sharing a worksheet
      3m 57s
    2. Allowing others to edit ranges
      4m 3s
    3. Track Changes
      3m 43s
  11. 22m 43s
    1. Preparing to print
      2m 31s
    2. Print Preview
      3m 33s
    3. The Page Layout Tab
      3m 56s
    4. Page Breaks
      4m 36s
    5. The Page Layout View
      3m 54s
    6. Headers and Footers
      4m 13s
  12. 22m 34s
    1. Adding themes to your worksheet
      2m 53s
    2. Page setup options
      8m 0s
    3. Scale to Fit
      2m 26s
    4. Worksheet options
      5m 29s
    5. Inserting images
      3m 46s
  13. 3m 50s
    1. Using templates
      3m 50s
  14. 17m 48s
    1. Workbook Views
      2m 53s
    2. Hiding and Zooming
      3m 44s
    3. Window Panes
      5m 31s
    4. More screen options
      5m 40s
  15. 8m 16s
    1. Importing from Access
      2m 24s
    2. Using the Import Wizard for text files
      5m 52s
  16. 11m 23s
    1. The Find and Select button
      4m 34s
    2. Find and Replace
      2m 48s
    3. Removing duplicates
      4m 1s
  17. 17m 3s
    1. What are formulas?
      3m 20s
    2. Order of Operations
      2m 50s
    3. Relative and absolute referencing
      4m 54s
    4. The new Formula Tab
      5m 59s
  18. 17m 29s
    1. What are Functions?
      2m 57s
    2. AutoSum
      2m 47s
    3. Minimum
      3m 55s
    4. Trim
      5m 2s
    5. Left
      2m 48s
  19. 19m 51s
    1. Concatenation
      4m 10s
    2. SumIf
      4m 23s
    3. Lookup
      7m 25s
    4. What-If Analysis
      3m 53s
  20. 16m 44s
    1. Why create a chart?
      2m 12s
    2. Creating your chart
      3m 37s
    3. Modifying your chart
      6m 46s
    4. Laying out your chart
      4m 9s
  21. 17m 23s
    1. What are PivotTable reports and PivotChart reports?
      2m 32s
    2. Creating a PivotTable
      4m 47s
    3. Laying out your PivotTable
      2m 30s
    4. Designing your PivotTable
      4m 9s
    5. Creating a PivotChart
      3m 25s
  22. 8m 57s
    1. Why use macros?
      2m 14s
    2. Creating a macro
      4m 31s
    3. Macro security
      2m 12s
  23. 5m 36s
    1. Reviewing a workflow in Excel
      5m 36s
  24. 22s
    1. Conclusion
      22s

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