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Numbers '09 Essential Training
Richard Downs

Numbers '09 Essential Training

with David Rivers

 


Numbers offers intuitive organization features, allowing users to focus more on analysis and presentation. In Numbers '09 Essential Training, David Rivers explores the important features of this spreadsheet application and introduces the new tools for formula development and charting. He walks through the new functionality of charts, tables, and templates, and shows how to make spreadsheets effective and eye-catching. Exercise files accompany the course.
Topics include:
  • Exploring and customizing the user interface
  • Creating, importing, and laying out spreadsheets
  • Working with, modifying, and reusing tables
  • Using the Formula bar and Formula Editor
  • Formatting chart attributes in 2D and 3D
  • Inserting media files and manipulating objects in a spreadsheet
  • Sharing spreadsheets via print, email, and iWork.com

show more

author
David Rivers
subject
Business, Computer Skills (Mac), Spreadsheets
software
Numbers '09
level
Beginner
duration
3h 53m
released
Jun 05, 2009

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Introduction
Welcome
00:00(Music playing.)
00:04Hi, I'm David Rivers. Welcome to Numbers '09 Essential Training.
00:08In this course, I'll show you how to get started with Numbers, as well as teach you the
00:12new functions in this upgrade of the application.
00:15I'll show you how to use and create tables to organize and calculate data,
00:20how to work with the various templates Numbers provides, and how to customize them
00:25to your specific needs. We'll explore working with objects, inserting,
00:29manipulating text boxes, images, shapes and media. You'll see how the function
00:35browser can help you create formulas, and I'll show you how to share your
00:39documents in print as PDF exports, as Excel files, using email delivery, and
00:45sharing with iWork.com.
00:48My goal in this course is to show you how you can effortlessly create a variety
00:52of stunning spreadsheets using powerful time saving features.
00:56I have been a training consultant for over 20 years and I've taught thousands
01:01of users around the world to use applications that help their lives and
01:04businesses run smoothly. Now, I'm happy to get you started with Numbers '09 Essential Training.
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Using the exercise files
00:00If you are a Premium subscriber to lynda.com or if you purchased this title on disk,
00:04you'll have access to the Exercise Files. These are the files we'll be
00:08using as we move through the various lessons in this title. If you'd like to
00:12follow along, you might consider placing your Exercise Files folder in a
00:16convenient location, such as the Desktop.
00:19Inside the Exercise Files folder, you'll find subfolders for each of the
00:23chapters in this title. Inside those folders, you'll find subfolders for each
00:28of the lessons in that chapter and inside those folders you'll find the actual
00:33files to be used in that lesson.
00:35If you don't have the Exercise Files, that's okay. You can still learn by using
00:40your own files or simply relax, sit back and watch. Let's get started.
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1. Getting Started with Numbers
Launching Numbers and exploring templates
00:00When we are ready to create a new spreadsheet using Numbers '09, our first step
00:04will be to launch the application and there are few different ways to do this.
00:08For example, in Finder, you can access all of the iWork '09 applications
00:12including Numbers '09 from the Go menu.
00:16You can also type Numbers into the Spotlight search field to locate the
00:19application quickly, but during the iWork '09 installation process,
00:24the Numbers '09 icon is placed on the dock for you. One click will launch the application
00:30making this the fastest and easiest way to get started.
00:33If it's your first time using Numbers '09, you'll be greeted by the Welcome to
00:38Numbers window. Here you can access Video Tutorials and Hands-on Help.
00:43You can bypass this window by clicking the Close button, but if you don't wish to see
00:47this window each time you launch Numbers '09, deselect the checkbox next to Show this window.
00:54When you click Close, you'll then be greeted by the Template Chooser. Numbers
00:59displays this window to help you get started. Now Chapter 11 in this title is
01:04dedicated to working with templates, but let's get a brief overview now of our Template Chooser.
01:09Templates contain predefined sheets, tables, formulas and other elements that
01:13help you get started and Numbers provides a wide variety of templates and as
01:17you can see, they are organized in two different categories. As you select a
01:21category, you'll see thumbnail representations for each of the templates
01:26available under that category. As you move your mouse pointer across these
01:30thumbnails, you'll see additional sheets that can be created using the selected template.
01:36If you wish to increase or decrease the size of these thumbnails, use the
01:39thumbnail slider at the bottom of this window. Drag the button to the right to
01:44increase the size of the thumbnails, drag it to the left to decrease the size.
01:49Now we can also open recently used or existing files from the Template Chooser.
01:54But let's say we need to create a brand new spreadsheet to help us track the
01:57various tasks and cost of a home improvement project.
02:01In this case, we might select the Personal category. As we scroll through the
02:06various thumbnails, we'll find one for Home Improvement. One click will select
02:13the thumbnail. Now to get started, click the Choose button. This creates a
02:18brand new spreadsheet using the selected template. We are now well on our way.
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Exploring the user interface
00:00If you are new to Numbers '09, getting familiar with the various menus and
00:03toolbars will help you to maximize your efficiency when using the application.
00:08If you already have some experience with previous versions of Numbers,
00:11you are going to notice some subtle improvements to the Numbers '09 user interface.
00:15So let's take a brief tour now using this brand new spreadsheet created from the Template Chooser.
00:21We'll begin at the top of the screen where you'll find the menu bar.
00:24Here's where you'll find all of the commands available in Numbers '09. Under each menu
00:29heading are related commands. Dimmed commands are not usable. You'll also find
00:35keyboard shortcuts here in the various menus in the menu bar.
00:39Just below the menu bar is the Toolbar. Some commands are used more often than
00:44others and this totally customizable Toolbar allows for easy access to those
00:48commands. For example, we can use it to quickly add a table or a chart, maybe
00:54even a text box to one of our spreadsheets here in Numbers '09.
00:57On the far right hand side of the Toolbar, you'll find the Inspector, Media,
01:01Colors and Fonts buttons. They appear in this location in all three of the
01:06applications in the iWork '09 Suite.
01:09On the left side of your screen, you'll find the Sheets pane. Now the Sheets
01:14pane lists the tables and charts on each sheet in the spreadsheet.
01:18Sheets organize your information to groups or related items. For example, we can
01:22separate Product Options from a Cost Summary and a Contact List using different sheets.
01:28This pane is adjustable. You can click then drag the sheet's resize
01:34control to make it wider or narrower, according to your needs.
01:41Below the Sheets pane is the Styles pane and it will list different table
01:45styles pre-designed for the template you are using.
01:49Below the Styles pane is an area that displays the results of calculations for
01:53the values in selected table cells. For example, if we move to a table, select
02:01a number of cells, we'll see quick calculations in the bottom left hand corner.
02:06The main area where you'll do most of your work is called the Sheet
02:10canvas. The Sheet canvas shows objects on a selected sheet and at the very
02:15bottom of the screen is the Status bar.
02:17Here, for example, you'll see the current zoom level. You can change this level
02:22from here to get a better look at the data on your screen. And you also have
02:27quick access to Print Preview mode from the Status bar.
02:30So you should be feeling more comfortable with the Numbers '09 interface.
02:35As you continue to use Numbers, you'll become even more comfortable and you might
02:40even consider customizing the UI to suit your specific needs.
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Customizing the user interface
00:00With Numbers '09, you have full control over the look and feel of your user
00:04interface. Let's explore some customization options now, using a brand new
00:08spreadsheet created from the Template Chooser. We'll start with the View menu.
00:13Click View to display a number of elements, which can be shown or hidden from view.
00:17For example, if you rarely use the Toolbar, you might click Hide Toolbar.
00:23This creates a little extra space for our canvas. To bring back the Toolbar, click View.
00:30This time choose Show Toolbar.
00:34You can also show or hide certain elements from the Toolbar itself.
00:38Click the View button in the left corner to display those options. For example we can
00:44hide the Format bar from here.
00:46We can also customize the Toolbar itself. To do this, right-click with the two
00:51button mouse or Ctrl-click with the single button mouse anywhere on the Toolbar
00:55itself. Here, you'll see options for ways to display the buttons on the Toolbar.
01:01We can remove items by right- clicking an item on the Toolbar and choosing
01:05Remove Item, or click Customize Toolbar to make multiple customizations to your Toolbar.
01:12For example, if you rarely use Shapes, you might move the Shapes button off the
01:17Toolbar, click and drag it down. When you release, a puff of smoke indicates
01:21you have removed it from the Toolbar. Now you have got more space to add the
01:25buttons you'd like to use more often.
01:28For example, if you print on a regular basis, you might want to add the Print button.
01:32In this case, drag the Print button to the Toolbar where you want to
01:35place it. When the Plus sign appears, release to add the button.
01:41You can also reset the Toolbar back to its default settings at any time.
01:45Move to the bottom of the screen, drag the default set to the top of your screen,
01:50when the Plus sign appears, release, and the Toolbar is set back to its default settings.
01:56When you are done customizing your Toolbar, click the Done button in the bottom
02:00right corner. So it's good to know you have full control over the look and feel
02:05of your user interface here in Numbers '09.
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2. Working with Spreadsheets
Creating and opening spreadsheets
00:00Whether you are creating a new spreadsheet or opening an existing file, getting
00:04started with Numbers '09 is simple. When you launch the application,
00:08the Template Chooser appears by default. From here, you can browse the various
00:12categories and select templates to help you get started.
00:16If you wish to begin with a new blank spreadsheet, click the Blank category,
00:20select the Blank thumbnail and click Choose. You can access the Template
00:26Chooser at any time through the File menu. Click File and select New from Template Chooser.
00:33From here, you can create another new spreadsheet using a template or access
00:37existing files. In the bottom left hand corner, you can access recently used
00:42spreadsheets using the Open Recent button, or click Open an Existing File to
00:48browse the various folders in your computer.
00:51Let's browse to the chap02 folder and the 02_01 subfolder. Here we find the
00:57spreadsheet called Milea Listings and Prospects. Click once to select and
01:02click the Open button to access this file. You are now ready to continue
01:06working on the spreadsheet.
01:08So getting started with Numbers '09 is simple.
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Importing spreadsheets
00:00If you have a spreadsheet created using another application such as Microsoft
00:04Excel or Apple Works 6 for example, you can open those files directly from
00:09within Numbers '09. Let's explore opening other formats by clicking the File
00:13menu and then select Open.
00:15We will browse to the 02_02 folder of the Exercise Files where we find two
00:21different formats; one is an Excel file, the other a text file using Comma
00:26Separated Values. That's the CSV extension. We can also bring in tab-delimited
00:31files and .OFX files if we need to.
00:35Let's start with our Microsoft Excel file. Click once to select it, then click
00:39Open, and the file will be opened in Numbers '09. Conversions do take place and
00:45you may see Document Warnings.
00:46Here we see one Import Warning, Frozen panes or split windows are not
00:51supported, so they were removed once this document was imported into Numbers '09.
00:55We can clear those messages before closing the Document Warnings window.
01:00Another option is to drag files directly into an existing spreadsheet. First,
01:06let's move to the left hand side and click Realtor Comparison. Here we see a
01:10blank table. Now we'll access our Exercise Files directly from Finder, and
01:16let's drag the CSV file into the sheet.
01:20Now we can drag it directly into the sheet to create a new table or drag it
01:24into an existing table. With the top left corner cell selected, let's release
01:29to import that data into the existing table. Now we can close the Exercise
01:34Files folder to return to our spreadsheet.
01:37So importing other formats is very simple here in Numbers '09. If you have
01:42existing files in other formats, open them directly in Numbers '09 to work with them here.
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Saving and exporting spreadsheets
00:00Saving your work is important and Numbers '09 provides several different
00:04methods for doing so. Let's explore some of the Save options here in Numbers '09,
00:08using our Running Club Data spreadsheet.
00:10We will begin by discussing how to update changes you make to the content.
00:15Let's move down into the table anywhere, click to select one of the numbers and
00:20type in a different number. When we press Return, the change is accepted into the spreadsheet.
00:26Now to update our work, we can click File and choose Save, or from the keyboard
00:32if you prefer, use Command+S. This will update the changes we have made keeping
00:38the same name, the same format, and location for this spreadsheet. But if you
00:43need to change the name, perhaps the location, or even the format to share with
00:48others who don't use Numbers, you will want to use to Save As.
00:52In this case, click File and choose Save As. This displays the Save As window.
01:00From here, we can change the name, we can change the location, and down below,
01:05we can even change the format.
01:07For example, if we want to save a copy as an Excel document, click the checkbox
01:12next to Save Copy As and from the button, ensure Excel Document is selected.
01:19Now when we click Save, we'll be saving to the same location but using a different format.
01:26When exporting to other formats such as Microsoft Excel, you may see Document
01:31Warnings. In this case, our Numbers spreadsheet does have header and footer
01:35cells that were exported as body cells that looked the same in Microsoft Excel,
01:40but this warning just informs us of the change. When you are done reading any
01:44warnings, you can click the Clear All button and close the Document Warnings window.
01:50You still have a copy of your original spreadsheet in the Numbers format but
01:54you just saved a copy of it to Microsoft Excel. This is just one way to export
01:59to other formats. Another option is to click File and choose Export. From here,
02:06you will see two other options: PDF, Portable Document Format, and CSV, which
02:12stands for Comma Separated Values.
02:15In this case, you make your selection, choose some of the options such as Image
02:20Quality and Layout for PDF. Click the Next button. We'll get to choose a name
02:26and location. If the default name and location are fine, click the Export
02:31button to complete the process.
02:33So, it's good to know you have several options when saving your work in Numbers '09.
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Working with sheets
00:00Numbers '09 allows you to work with multiple sheets in one file. Sheets are
00:04excellent for dividing information into manageable groups.
00:08Let's use our Milea Sales Data spreadsheet to explore working with sheets in
00:12Numbers '09. The first thing you will notice in the Sheets pane is this file
00:16consists of a single sheet called Sales Data.
00:19With this sheet selected, we can view the contents here on the Sheet's canvas.
00:23As we scroll down, you will notice this sheet contains multiple charts and
00:28multiple tables as well.
00:32Another way to display the contents on a sheet is to click the Disclosure
00:36triangle. Here you will see a list of all of the tables and charts on the sheet.
00:40Perhaps, we should move this table called Current Listings to its own sheet.
00:45To select a table, we can click it here in the Sheets pane and see that it's
00:51selected in the Sheets canvas. To add additional sheets, we have several
00:56options. One option is to click the Sheet button on the Toolbar. This adds a
01:01new sheet, automatically numbers it and adds it to the bottom of the list.
01:07Another option is to right-click or Ctrl-click in the Sheets pane and choose
01:12New Sheet from the pop-up menu. One other option is to click Insert and choose
01:16Sheet from the top of this menu.
01:18When you have too many sheets and you want to delete one, right-click or
01:22Ctrl-click any of the sheets and select Delete Sheet. You will need to confirm
01:27this by clicking the Delete button.
01:32Now to rename sheets, we can simply double-click the default name.
01:37Let's double-click the new sheet we added with the numbered name already selected,
01:42we simply type in our new name.
01:44Let's try Current Listings. When you press Return, the sheet is renamed.
01:50Notice that each new sheet has its own default table added automatically.
01:55Let's double-click the second new sheet and call it Prospect Mailing List.
02:04Now we can move contents from one sheet to another. Let's move our Current Listings
02:09table from our Sales Data sheet down to our new Current Listing sheet.
02:13To do that, click once to select the table, then click-and-drag it down to the
02:19Current Listing sheet.
02:20When the space is provided, release to add it to the new sheet. And now up
02:25here, select it in the new sheet's canvas.
02:28Sheets can be reordered as well. For example, if the Current Listing sheet
02:32should be at the top, we can click-and- drag in the Sheets pane to move it to
02:37the top. We can also rearrange the data and elements in the sheet by dragging them as well.
02:44For example, if we want all of our tables together, we can click then drag to
02:49reorder our tables and our charts. This doesn't change their order on the canvas.
02:54So remember to use Sheets when you need to separate data into manageable groups.
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Laying out sheets
00:00The way you layout your sheets in a Numbers '09 spreadsheet can be very
00:04important, especially if you plan on printing them out.
00:06Let's explore some Layout options using our Running Club Data spreadsheet,
00:11which as you can see from the Sheets pane is comprised of a single sheet
00:14containing a couple of tables and a chart.
00:17This content, as we scroll down appears to fit nicely. What we don't see is
00:22what this will look like if we were to print it out on paper. To see that, we
00:25need to change to Print View, which can be done from the File menu or from the
00:30View menu, you will find Show Print View; Show Layout is the exact same thing.
00:35Or, if you prefer, click the Print View button at the bottom of your screen on the Status bar.
00:41In Print View, we can see the actual pages, the way they will appear if
00:45printed. Notice that our table at the bottom of Page 1 gets cut off and
00:50continues on the second page. We can rectify this problem by changing some of
00:55the Layout options.
00:57One way to do this is to use the Inspector. Click the Inspector button and
01:02choose the Sheet Inspector. Let's start with our Page Layout.
01:06Currently our pages are laid out in a landscape or horizontal orientation.
01:12If we change this to portrait or vertical, notice that the full length of our
01:17table now fits on the first page, but content is getting cut-off on the right hand side.
01:22Currently, we need to print four pages to see all of our content as is
01:26displayed by the Content Scale field here. At 100% we require four pages, but
01:32we can adjust Content Scaling by using the slider, the Up and Down arrows or
01:38the Content Scale slider that appears now at the bottom of our screen on the Status bar.
01:43When we drag the button to the left, we reduce scaling of the content till
01:48eventually it all fits on a single page. Notice this is at 88%.
01:54Now we see one page appearing above the field where 88% shows up. Another
02:00option is to adjust Page Margins. If you wish to increase the amount of space
02:05for your content, you can change the values for each of the margins for Left,
02:09Right, Top and Bottom by using the Up and Down arrows or by entering a value yourself.
02:15Let's change the Left and Right margins to 0.5. One option is to select the
02:21contents and type in 0.5, another option is to use the Up and Down arrows.
02:27We can also do the same for the Top and Bottom. Let's adjust the Top margin
02:34down to 0.5. Everything still fits nicely on a single page, but it's spaced out nicely as well.
02:41When you are done with the Sheet Inspector, click the Close button and if you
02:45want to return to Standard View, you can click the same button on the Status
02:49bar or access Hide Print View from the File or View menus.
02:56So if you plan on printing out your sheets in a Numbers '09 spreadsheet,
03:00remember some of the Layout options available through the Inspector and the
03:04Status bar at the bottom of your screen.
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Headers, footers, and page numbering
00:00If you plan to print your spreadsheet and it contains multiple sheets or
00:04multiple pages, you might consider using headers, footers and page numbering to
00:08help you stay organized. Let's work with our Milea Sales Data spreadsheet.
00:13It has multiple sheets and will print on multiple pages.
00:17Let's explore this by moving into Print View. Click the View menu and choose
00:22Show Print View. Here in our first sheet you will notice that we have got 2 pages.
00:27When we move to the second sheet called Current Listings we need to
00:31switch to Print View from here as well. This time click File and choose Show
00:36Print View. Altogether we have got three pages.
00:40We will move back to our Sales Data sheet by selecting it in the Sheets pane.
00:44When we are in Print View and we move our mouse pointer to the top of the page,
00:49the header area will appear. Any content we want repeating at the top of every
00:54page can be entered here.
00:56Let's add some content now. We'll start by clicking inside the header area.
01:01Next let's ensure our content is centered. Click the Center button on the
01:05Format Bar. And now let's click Insert and choose Filename. This will insert
01:12the name of our file in the header section. Let's leave a space and add a
01:17dash and leave another space and this time we'll insert the current date.
01:22Again click Insert. This time choose Date & Time. This will appear at the top
01:29of the second page as we scroll down and view that header area as well.
01:33We can also work with the footer area. Let's move to the bottom of the first page.
01:37When the footer area appears, click inside. Again, we want our content centered.
01:42Let's click the Center text button on the Format bar. And this time
01:46we'll insert the Page Number and the Page Count.
01:49Let's start with some text. Type in the word Page and leave a space. Now we'll
01:54click Insert and choose Page Number. Let's leave a space, type the word of and
02:01leave another space and insert the page count. Click Insert and choose Page Count.
02:08Notice a 3 appears. Automatically Numbers realizes we have got two pages in our
02:13first sheet and another page in our second sheet. As we scroll down to the
02:17bottom of Page 2, we'll see this content repeated at the bottom of the page.
02:23When we move to our Current Listing sheet, select it in the Sheets pane,
02:27you will notice we have nothing in the header or footer areas for this particular sheet.
02:32We need to add that.
02:34Let's move down to the bottom of this single sheet. Click at the bottom inside
02:39the footer area. Click the Center button to center our content. And let's type
02:44in the exact same thing here, Page. Leave a space. We'll insert the page number.
02:50When you click Insert and choose Page Number, notice a 3 appears. Leave a space,
02:56type in the word of, leave a space and insert the Page Count.
03:02If you want numbering to start over on a new sheet, we can access options from
03:08the Inspector. Click the Inspector button on the Toolbar and make sure the
03:12Sheet Inspector is selected. Notice in the Page Numbers section automatically
03:17our numbering continues from the previous sheet. If we choose to Start at 1 and
03:23remain with the number 1, notice we are at Page 1 of 1 for this sheet.
03:27So the choice is totally up to you. Close the Sheet Inspector when you are done.
03:31To get out of the footer or header area just click anywhere on your sheet
03:36and view the end results.
03:38So remember headers and footers when you need to display content at the top or
03:42bottom of every printed page in a sheet including page numbering when working
03:47with more than one printed page.
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3. Working with Tables
Adding tables
00:00Tables are the fundamental building blocks of Numbers spreadsheets.
00:04They provide numerous ways to organize and help you interpret your data.
00:07And of course, you can have more than one table on a sheet. We'll use this Energy
00:12Savings Plans spreadsheet to explore adding tables. When you create a new
00:16spreadsheet from a template in the Template Chooser, at least one sheet with
00:20one table is added for you.
00:22But let's say we need to display Utility Costs by type, just as we have
00:27displayed them by month in the only table on this sheet so far. Notice the
00:32labels in the top row in the first column of this table. We could call this a
00:36header row and a header column. You will notice there is some math being
00:40performed in the bottom row.
00:42We will keep this in mind as we add our new table, trying to keep the same look
00:47and feel. To insert a table you have the couple of options. You can access the
00:51Insert menu or click the Tables button on the Toolbar. Here you will see the
00:55different table formats to choose from. Headers has a header row and a header
01:00column already built-in for us.
01:02Basic table has a header row. Sums allows you to calculate totals of numbers
01:08that might appear in the various columns in a table. To start from scratch,
01:12you might select Plain and there is a couple of Checklist options here as well.
01:16We are going to select Headers.
01:19When you choose Headers a default table is inserted for you. The default number
01:23of columns and rows. You will also notice the header row across the top and
01:28the header column using the formatting that's built in the template that was used
01:32to create this spreadsheet.
01:34Notice also in the Sheets pane that the table is automatically named and
01:38numbered for you. Of course, you can change the name of your table.
01:42Just double-click the current name in the Sheets pane and type over. Let's type in
01:47Utility Costs by Type. When you press Return the table is renamed. It also
01:54appears selected on the sheet and if you notice the table above, it has the
02:00table name appearing in the top left corner.
02:03To do that we can take our selected table, move to the Format Bar and click
02:09the Name checkbox in the very far right hand side. Now the name of our table
02:13that we just created appears in the top left corner. You can deselect your
02:18table by clicking anywhere on the sheet outside the selected table.
02:22Another thing to keep in mind as well, every time you add a new sheet to your
02:27spreadsheet, click the Sheet button, a new table is added and created for you
02:33as well. So adding a table to a sheet in Numbers '09 is quite simple, but of
02:38course, there is so much more we can do with tables in Numbers '09.
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Modifying tables
00:00When you insert a table into a sheet in Numbers '09, default styling is applied
00:05to a table with a preset number of columns and rows. You are likely need to
00:10make changes to your table like resizing it and perhaps even repositioning it.
00:14So let's explore some table modifications using our Energy Savings Plan
00:19spreadsheet. And you will notice down at the bottom of the first sheet under
00:23Utility Costs, we have got a brand new table that's just been added.
00:27We'll begin with resizing our table, which can be done using different methods.
00:31To resize this table by adding or removing rows and columns, we first need to
00:36select the table by clicking in any cell in that table.
00:40Now we can use the handles that appear in the corners to make changes.
00:44For example, to change the number of columns, we'll move to the top right corner
00:48handle and now when you click and then drag to the right you will increase the
00:52number of columns or drag to the left to decrease the number of columns.
00:57To adjust the number of rows we can move to the handle of the bottom left-hand
01:01corner, drag up or down to increase or decrease the number of rows. You can
01:07also change both at the same time by using the handle in the bottom right hand
01:11corner. Drag this handle up and in or out to change the number of columns and
01:16the number of rows simultaneously.
01:19Let's create 5 columns with 3 rows. When you release, click anywhere outside
01:25the table to deselect it to see the end result. Now we can also resize our
01:30table without affecting the number of columns and rows. In this case, we select
01:34our table using a different method. Click the name of the table in the Sheets
01:39pane and you will notice handles appear around the outside of the entire table.
01:44Now we can resize this by dragging the appropriate handle. For example, move to
01:48the bottom right hand corner, when the double arrow appears click, then drag
01:52across and down to increase the size of the table keeping the same number of
01:58columns and rows but simply increasing the widths and heights of the columns
02:03and the rows simultaneously.
02:05We can also reposition this table by moving to the outer edge of the table.
02:10When you see the four-sided arrow, you can now click then drag to move it
02:14around. Use the guidelines to help you line your table up with other objects on
02:19the canvas. When you release, deselect the table by clicking anywhere outside
02:24the table on the canvas.
02:27So although Numbers will provide you with a default number of rows and columns
02:30when you insert a new table, resizing and repositioning your table is easily
02:35accomplished when using the appropriate selection method.
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Working with content in table cells
00:00There are basically three types of data which can be entered into a table:
00:04text, numbers and formulas. Let's work with out Energy Saving Plan spreadsheet
00:10to enter some data into the table named Utility Costs by Type.
00:13We will begin by entering Text, which is going to be used as Labels. First,
00:18we need to get inside the table. Let's click the cell at the top of this second
00:23column. This gets us inside the table and column headers appear across the top
00:29and row headers appear on the left hand side. Notice that we clicked column B row 1
00:35or cell B1. We are ready now to start entering our data.
00:40Let's type the word GAS. When you press the Tab key, you will move one cell to
00:45the right, column C row 1 or cell C1. Let's type in some additional labels.
00:51We'll type in ELECTRIC for C1. Press Tab. In cell D1, we'll type in WATER and
00:58column E is where the totals will appear. So when you press Tab, type in the word TOTAL.
01:03Now press Return. Automatically Numbers will take you back to column B. In this
01:08case, row 2 but we are going to add some additional labels in column A, so
01:13let's click cell A2 and type in the year 2007. When you press Return, you will
01:20move down to the next cell where you can type 2008 and press Return to lock that in.
01:26Notice that although these are numbers, they are lined up on the left, just as
01:30normal text would appear. These are labels not necessarily numbers that are
01:35going to be used in calculations and they are formatted that way because of the
01:38type of table we have, which does have a column header.
01:43Let's move now to cell B2 to enter our first number. This is numerical data
01:49that may be used in some type of calculation. Under GAS for the year 2007,
01:55let's enter the value 796.75, which is really 796 dollars and 75 cents.
02:03When we press Tab to move to the next cell, notice that this is a number that's
02:08formatted on the right hand side of the cell by default. All of this can be
02:12adjusted but let's get the rest of our numbers in first.
02:15Once you got your numbers in, you might want to reformat them. In this case, we
02:35want our numbers to appear as dollar amounts, using the Currency Format. First,
02:40we need to select the cells. Let's click -and-drag from cell B2 across and down
02:45to cell D3. With our cells selected, we are ready to format them now.
02:51The easiest way to format is to use the Format bar, where we have the number of
02:55Presets. The one with the dollar sign represents a Currency Format. Click this
03:01button to reformat the numbers using that format. Notice that by default, the
03:06dollar sign appear next to the numbers and two decimal places are used by default as well.
03:12With our numbers entered, it's now time to add a simple formula. Let's move to
03:17cell E2, where our first formula will appear. In this case, we want to total up
03:23all of the values for 2007. To start a formula, type in the equal sign.
03:30A little formula field will appear. Now we could type in actual numbers, but it's
03:34best to use the actual cell references.
03:37In this case, we want to add B2+C2+D2. So we can type exactly that, B2+C2+D2
03:45and notice that the cell becomes selected. Now we can press Return on the
03:57keyboard or click the Check mark to lock in our formula. What you will see is the answer.
04:03Notice up above, the Formula bar appears, where we see our current formula for
04:07the selected cell. Now, let's move down to next cell, cell E3 and do the exact
04:14same thing. Instead of typing in the formula from scratch, we can copy the
04:19formula from the cell above.
04:22Let's click cell E2, notice a little handle in the bottom right hand corner for
04:26the cell. When you move your mouse pointer over it, it will turn into a plus sign.
04:30Click-and-drag down to copy the formula down which will use the cells in
04:36that row to calculate the total.
04:39To deselect your table, click anywhere outside the table. And those are the
04:43three types of data you can enter into a spreadsheet table. Text, Numbers and
04:48Formulas. In Chapter 5, we'll explore our formulas and functions in great detail.
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Using controls
00:00Numbers '09 provides a number of controls to help with data entry while
00:05controlling what can be entered into a cell in the table.
00:08Let's use our Milea Listing spreadsheet to explore the use of controls in our
00:12Current Listings table. Let's begin with our City column. Let's say we know our
00:17company deals with three main cities. We can use a pop-up menu to provide the choices.
00:23First we need to select the cells to be formatted with the pop-up menu.
00:27Click-and-drag from B1 all the way down to B14. Now with our cells selected we
00:34can choose the Pop-up Menu format from the Format bar. Click the drop-down
00:38button and choose Pop-up Menu.
00:41This opens up the Cells Inspector where you'll see we've got three default
00:46options to choose from when pop-up menu is the Cell Format. We can remove those
00:51options, by clicking the minus sign.
00:56Now we can add our own options, click the plus sign to add a new item and
01:01simply type over the words. Let's add our first city, Golden. When you press
01:06Return it becomes the default city in the City column.
01:10Now let's click the plus sign again to add our second city. Westminster, and
01:16we'll add one more Englewood. When you press Return those become the three
01:21choices. For the odd chance where we might select the city that's not one of
01:26those three, click the plus sign and add Other. When you press Return, you now
01:32have four choices on the pop-up menu.
01:34To test this out, let's go to cell B3. Notice when you click the cell a little
01:39drop-down button appears to the right. Click this button to display the pop-up
01:43menu and make your selection. This is applied to every cell we selected in the column.
01:50Another option is the Stepper. Let's use the Stepper for our Bedroom column.
01:56First, we'll need to select all of the cells in this column. With the Cells
02:01Inspector already open, we can choose the Cell Format from here. Click the Text
02:05button and let's choose Stepper. With the Stepper, we need to choose a Minimum
02:12and Maximum value and the Increments.
02:15Let's choose a Minimum of zero. First we'll select the one that appears there
02:19by default and type zero. In the Maximum field we'll select the default 100 and
02:25type in 5. The Increment will leave that 1. These should be displayed as
02:31number, so we'll click the Display as button and make sure Number is selected.
02:36In this case we won't need decimal places, so we'll change the Decimal places
02:39to zero using the down arrow to set that to zero. Thousands Separator won't be necessary either.
02:46Notice the default now for Bedrooms is set to 1. We can go to any of these
02:51cells and use the Stepper buttons to bump this up or down. It just provides
02:57another option for entering data. Of course, you can go in there and type in the data as well.
03:05Another version of the Stepper is the slider. Let's use the slider on our Days
03:10on Market column. First, we'll move the Cells Inspector out of the way and
03:15select the cells for Days on Marketing, column G. In this case, we can use a
03:20slider to input the value. Click the Cell Format button in the Cells Inspector,
03:26this time select slider.
03:29Slider is very similar to the Stepper. We have a Minimum value, a Maximum value
03:34and then Increment. Let's set our Maximum to 60. Double-clicking selects the
03:39value so you can type over it. The position of the slider can be to the right
03:43of the cell or underneath. Let's select Bottom. It will be displayed as a
03:47number with zero decimal places. So all we need to do know is test it out.
03:54Let's click in a cell, a slider appears underneath, and we'll slide left to
04:00bring the number down. Slide to the right to bring it up. One more option to
04:09explore is the checkbox. A checkbox is another way to input a true or false
04:15value or a yes or no, without having to type anything. Let's select the cells
04:20under Sale Pending.
04:24With our cell selected, we'll go back to the Cell Format button in the Cells
04:28Inspector and this time choose checkbox. We can choose the default, whether the
04:33checkbox is checked or unchecked by default. Unchecked is already selected for us.
04:39Let's keep it like that.
04:41Now when a sale is pending, we simply go to the checkbox and click.
04:46This changes it from a false value to a true value.
04:50So when you need to control what is entered into a cell or if you just want to
04:54make the task easier, remember the wide variety of controls available to you in Numbers '09.
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Working with rows and columns
00:00Tables are made up of rows and columns. As you continue to work with your
00:04tables the need to adjust those rows and columns may arise. Let's use our
00:09Energy Saving Plan spreadsheet here to explore adding and removing rows and
00:13columns, resizing them, even rearranging them.
00:17We will begin by adding a new row to the bottom of our table named Utility
00:21Costs by Type. To make it look more like the table above, we need an additional
00:25row to display our % Increase.
00:28There are a number of different ways to insert rows and columns. Let's click
00:31anywhere in the bottom row. We already know we can use handles that appear in
00:35the bottom left-hand corner or bottom right-hand corner, to increase or
00:39decrease the size of our table by adding and removing columns and rows.
00:43Let's go to the bottom right corner. As we drag out and down we see additional
00:47rows and columns. Let's just move down enough to add a new row for a total of
00:53four rows and five columns. Notice that the formula from cell E3 is copied down
00:59to the new cell E4. We'll leave that there for now.
01:03Now let's add some data. We'll move to cell A4 click there and type in %
01:08Increase. Now we need our formula in cell B4. Formulas start with an equal sign.
01:14We'll type the equal sign and now we want to take the values of
01:18(B3-B2)/B2. We can type all of that in, or we can select the cells. Let's start
01:25with an opening round bracket and click B3. It's inserted for us. Now the minus
01:30sign on the keyboard and click B2.
01:34Now we can close that up with the closing bracket and the division symbol is
01:39the slash on the keyboard, and now we can just simply type in B2 as opposed to
01:44selecting it. Press Return or click the Check mark to lock that in. Notice the
01:49formatting is the same as the other data in this table, a Currency Format.
01:53It really should appear as a percent. So we'll go to the percent button on the
01:58Format bar, and click to change the format.
02:01Now it's a simple matter of copying this formula across to the other cells,
02:05we'll move to the bottom right corner of the cell containing our formula.
02:09When the plus sign appears, drag across all the way to column E and release.
02:14Our table is starting to look more like the table above.
02:17It looks like this table up here also uses a blank row and a blank column as a
02:22spacer. Let's explore another way to add a row. We'll click anywhere in the new
02:28bottom row, and now this time we'll use the Table menu. Click Table and you
02:33will notice at the very top we can add a row either Above or Below our selected cell.
02:39In this case, we want it Above. So click Add Row Above and a new row appears.
02:44We also want a new column to the left of column because. So we'll click
02:48anywhere in column B, click Table and choose Add Column Before. Again, a
02:55formula is copied automatically with Numbers '09, and a warning sign appears
03:00because there are no values to be calculated. So we'll click in that cell
03:04anywhere around the warning symbol and press Delete on the keyboard because we
03:09really don't want the formula there at all.
03:11Now we need to resize our columns, and there is a number of different ways to
03:15do that. Let's start with going between the B and the C header that appears at
03:20the top of the columns, when you see the double arrow, click-and-drag to the
03:24left as far as you can go. We can do the same with the row headers on the left.
03:29We'll go in between 4 and 5, when the double arrow appears, drag upwards to
03:35create that spacer. That looks much better.
03:38We can also create automatic widths and heights for our rows and columns.
03:43For example, if we move between columns E and F, and double-click, automatically
03:48column E is readjusted to the widest value in this particular column.
03:54But it really doesn't look good. So let's click Edit and choose Undo Resize Columns to Fit.
04:02Another thing you can do with your rows and columns is rearrange them.
04:06For example, if we want Water to appear between Gas and Electric, we can click the
04:11header at the top, click E to select the entire column, and now click again and
04:16drag to the left. When the blue bar appears between C and D release, and you've
04:23reordered your columns.
04:25The same can be done with rows. Let's change row 3, click the 3 and drag it
04:30upwards. When the bar appears between 1 and 2, we release and we've reordered
04:36our rows. This doesn't affect the formulas being used, and the end-result.
04:42To see the end-result let's click anywhere outside our table on the canvas to deselect it.
04:48So remember when creating and working with table set, if your columns and rows
04:51and not exactly right from the beginning, Numbers '09 lets you adjust them
04:56in many ways after the fact.
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Table headers and footers
00:00Header and footer rows and header columns in a table can be used when you want
00:04to label rows and columns. They are automatically formatted to standout from
00:08the other rows and columns in your table. Let's use our Energy Saver
00:11spreadsheet here to explore using header and footer rows and header columns in
00:15our List Of Energy Savers table here.
00:18First step is to select the table. You can click anywhere in the table or click
00:22the name of the table in the Sheets pane. Now with our table selected, we can
00:27start adding header or footer rows and columns by using the Table menu.
00:32Click Table and let's add a brand new header row. When we move down to Header Rows
00:38you will notice that our table currently has 0 Header Rows but we can choose up to 5.
00:44Let's add 1. We'll click 1 and notice the top row is added and it's formatted
00:50differently from the other rows in this table. We can do the same for our first
00:54column. Again we'll return to the Table menu, this time move down to Header
00:59Columns and we'll select 1. Notice the formatting is different here as well and
01:05a brand new column is inserted.
01:07Now we do have the option to take all of the labels that already appear in our
01:10table and move them over into the first column, same thing for our top row, but
01:16there is a better option. So let's click Edit and Undo, Command+Z on your
01:22keyboard is another option to undo the last two steps and instead of adding new
01:28rows or columns, we might consider converting a row or a column into a header
01:33row or a header column. So we'll click anywhere in the top row.
01:37Now when you move to the very far left hand side you will notice that our first
01:41row is labeled 1 and a little drop-down button appears. Select this and choose
01:47Convert to Header Row to convert the first row into a header row. Not only is
01:53it converted but it's reformatted and you can see the contents also appear
01:57nicely in our brand new header row. We don't have to shift any of the contents now.
02:02We can do the same for our column A; we'll move up to the header at the
02:06top of the column, move to the Drop- down button on the right side and choose
02:11Convert to Header Column. Formatting is applied and we now have a header row
02:16and a header column.
02:17Let's just click anywhere inside the table itself, as if we were editing data.
02:22Now we'll use our down arrow to move down to the bottom of this table and you
02:28notice as we move down to the bottom we can no longer see a header row, we do
02:33have at the very bottom of this table some content. For it to move to the right
02:37hand side using the right cursor key on your keyboard you will notice the
02:41header column on the left starts to disappear, but when we are adding
02:45additional content or editing content, it can be very useful to see those labels.
02:50So another option when working with header rows and columns is to freeze them.
02:55So first, we'll move up to the very top of our table, click anywhere in the
03:01header row, move up to the Table menu and this time we'll choose Freeze Header Rows.
03:07Nothing really changes in our table but now as we move down with the
03:13cursor key down to the bottom of our table, you will notice we'll always be
03:17able see that header row even though we continue passed what would fill up in entire screen.
03:23We can do the same for our column on the left. Click the Table menu and choose
03:27Freeze Header Columns. Now as we move to the right, we'll always be able to see
03:34the full contents of column A. We can also create footer rows. This is row that
03:43will be formatted differently but at the bottom of your table. We can have up
03:47to five of them as well. Again, we'll click Table and choose Footer Rows then
03:531. You will notice as we scroll down now a new row has appear, this might be a
03:58good place for us to put in some formulas for totals and so on.
04:02Another option for working with header rows, footer rows and columns is to use
04:07the Inspector. Click the Inspector button on the Toolbar, make sure that the
04:12Table Inspector is selected and you will see there is a Headers and Footers
04:16section. Here you have got three buttons. One for the Header Columns, one for
04:20the Header Rows and one for the Footer Rows. If you click these buttons, you
04:24will be able choose the numbers of rows or columns you need. Let's close up the Table Inspector.
04:30Now we are going to explore another scenario where you might be printing out
04:34the content in your table. In this case, we'll check out Print Preview.
04:39In Print View mode click the button at the very bottom. You will notice that the
04:43content actually takes up four different pages and you will notice that as we
04:48scroll down to the next page that the header row appears on the next page, even
04:53though the table is cut off. Same thing as we move to the right hand side to
04:57those pages. We keep our header columns. Also in Print View mode, when we click
05:03the Table menu, you will notice it doesn't say Freeze Header Rows or Columns on
05:07Each Page but Repeat Header Rows and Header Columns on Each Page.
05:12So depending on your view you will see different options from the Table menu.
05:16Let's switch back now to our Standard View. So header rows and columns in a
05:20table can be used for much more than just formatting.
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Auto-filling table cells
00:00When entering data into a table in Numbers '09, you can save a lot of time
00:04using the Auto-fill feature. With Auto- filling you can use the content in one
00:09or more cells to automatically add values to adjacent cells.
00:13So let's use our Energy Savings Plan spreadsheet here to investigate the
00:16different ways to do this. In our List of Energy Savers table here, we have a
00:21single total showing up in the Total column. Let's click to select that cell.
00:26Notice it's column E and we are in the second row. The formula appears on the
00:31Formula Bar. Now, we could type in this formula for every other row in this
00:37column or we could save a lot of time using Auto-fill.
00:41One way to use Auto-fill is to select all of the cells ahead of time. You can
00:46click and drag from the bottom cell to the top or from the top down. Once you
00:51have got your cell selected, click Insert, move down to Fill and here you will
00:56have two options, to Fill Down or Up.
01:01Fill Down is going take the top value and fill the other cells down bellow with
01:06that same formula. Fill Up would take anything in the last cell of the bottom
01:11and replace all of the previous cells with that content. In this case, we want
01:16to Fill Down. When you click Fill Down you will notice that the formula is
01:21actually copied down to the remaining cells and it's automatically updated to
01:26use the values in that row. This is known as relative addressing.
01:31Now, Auto-fill is also good at picking up patterns including numeric patterns.
01:35Let's say we want to use the first column here to number each of the rows in
01:40our table. So we could click first in cell A2 and type in 1. With a numeric
01:46pattern you need to have at least two cells, so I'll press Return and type in
01:512. Now we could press Return and continue with the remaining rows or we can use
01:55Auto-fill. Let's select cells A2 and A3 with both of those selected now,
02:01Numbers is picking up the pattern, the increment is 1.
02:05Another way to use Auto-fill is to use the Auto-fill Handle that appears in the
02:09bottom right corner of selected cells. When you see the + sign appear, you are
02:13safe to click and drag down and you will notice automatically each of the cells
02:18is incremented by 1, Numbers '09 is picked up the pattern.
02:23Now when we deselect our table, we can see the row numbers as we have entered
02:28them in that first column. Let's explore some other options. This time though
02:32we'll use our Utility Costs sheet and we'll go to the Utility Costs by Month table.
02:37Here, in the top row we don't see any labels. As I mentioned Numbers '09
02:43is good at picking up patterns with Auto-fill, so let's click the cell, which
02:47is actually in column B, row 1.
02:50Let's type in Monday, using the Auto- fill Handle we only need to enter data in
02:57a single cell when using text, let's drag across and notice that it's
03:01automatically filling in the days of the week for us. That's not really what we
03:05want, so let's move all the way back, still holding down our mouse button and
03:10release at cell B1. Let's type in January. Now when we use our Auto-fill Handle
03:17to drag across the top row, you can see each of the months in the year is
03:23filling in those cells. We could also use short forms, such as Jan, Feb, and
03:29Mar and Auto-fill will definitely pick up those patterns as well.
03:33Let's deselect our table by clicking anywhere on the canvas. Well, as you
03:37continue to experiment with Auto- filling, keep in mind this feature does not
03:41setup an ongoing relationship among the cells in the group. So after using
03:45Auto-fill you can change the cells independently of each other.
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Working with table cells
00:00You can manipulate cells in a Numbers '09 table to better organize your data.
00:04This can be done by splitting cells, merging cells together, even adding
00:09comments. Let's start with splitting cells using this Current Listings table.
00:13It would appear some of the cells have already been split. Let's do the rest.
00:18First we need to select the cells. Click and drag from the first address that
00:22appears in it's own cell, all the way down to the bottom row. This is cell A5,
00:27all the way down to A15.
00:29Now we have a choice to make. Click Table where you will find two options for
00:34slitting, Split into Rows and Split into Columns. Splitting into rows will
00:39split our cells horizontally. We want to split them vertically into
00:43columns, so choose Split into Columns. Now it's just a matter of taking some of
00:48the content from our cells in the A column and moving that over into the B column.
00:58The opposite of splitting is merging. Let's merge the two cells above our
01:02addresses to make this look cleaner. We'll select cells A2 to B2 and we can
01:08merge from the Table menu as well. This time choose Merge Cells. The two cells
01:13become one and the label which was centered is now centered would appears to be
01:17across two columns down below.
01:20Let's repeat this using a different method for our top row. In this case
01:23we want to select all the cells in the top row and this time we'll use the Table
01:29Inspector, click the Inspector button on the Toolbar make sure the Table
01:32Inspector is selected, down below you will find a section for Merging and Splitting.
01:37Here you will find two buttons for splitting vertically and horizontally, as
01:41well as a Merge button. Click the Merge button to merge all of these cells
01:45together into one. The title appears centered across the entire table now.
01:50Let's close the Table Inspector and deselect the table to get a better look at the end result.
01:56Now one other useful option when working with cell data is to add comments but
02:00to add them without affecting the cell contents themselves. In this case
02:05you can attach comments to a cell that you select. Let's go to one of our addresses
02:10in this table and now we'll insert a comment. That can be done from the Insert
02:14menu or from the Toolbar. Click the Comment button and a brand new comment will
02:19appear attached to the cell that was selected. All you need to do now is type
02:24in your comment. Let's type Sale Pending.
02:28There are two buttons that appear on the top corners of your note. In the top
02:31left, a Minimize button, which will hide the comment. In the right hand side,
02:36a Delete button to remove the comment. Another option for hiding your comments is
02:41to use the View menu or the View button on the Toolbar. Click the View button
02:45and choose Hide Comments. You will notice cells with a triangle in the top
02:50right corner are the cells containing comments.
02:53To bring those back, use the View menu or the View button and choose Show Comments.
02:58 When you are done with your comments, you can delete them by clicking
03:02the Delete button in the top right corner.
03:05So although tables consist of rows and columns when inserted into a sheet,
03:09you can always use Splitting and Merging to change their appearance and adding
03:13comments allows you to take notes without affecting cell content.
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Using table categories
00:00Numbers '09 includes a new feature called table categories. With categories,
00:05you can organize group table data into rows. So let's create some table
00:09categories using our Milea Listings and Prospects spreadsheet.
00:12We will begin with the table on the Prospect Mailing List sheet. To create
00:17categories in the table, we first need to click anywhere inside the table. Now,
00:22there are a number of different ways to create categories. One option is to do
00:26it manually by selecting the rows that we want to include in a category.
00:30For example, if we wanted to assign these contacts to specific agents and create
00:34categories for those agents, we don't have that data already existing in this table.
00:39So, let's select some rows. We'll click and drag from row 6 down to 12.
00:46Let's say this group of contacts belongs to a specific agent. Now you will notice
00:50when we move to the different row numbers, a reference tab appears.
00:54We can click that triangle to display the pop-up menu and from there, choose Create
01:00Category from Selected Rows.
01:02When we do this not only is a category created for our selected rows, but
01:07automatically categories were created for the rows above and below as well.
01:11Now to rename these, we simply click the cell containing the new category name.
01:15In this case, Item 2 in cell A7, we can type write over that. Let's type in Agent
01:22Rivers. Now we can click any other cell to lock that in.
01:26Now if we only want to see those rows, we can use a little triangles that
01:30appear next to the other categories, click to collapse those sections to focus
01:36in on our new category called Agent Rivers. We can bring those back by clicking
01:40the same triangle at any time.
01:42Now if you have got a group of records that are already together, you don't
01:47need to select the rows first to create a new category. Let's say the last four
01:51contacts belong to a fourth agent. Well, in this case we'll click in the first
01:56row of those last four which happens to be row 22, right on the reference tab
02:01button and from the pop-up menu, choose Insert Category, a new category is
02:06created. You can see it's automatically numbered. The next available was Item
02:102, the one we changed the name from. And down below, we have got them grouped
02:14together of course. Renaming each of these categories would be important as a next step.
02:19So that's creating categories manually when you don't have existing data.
02:24But another option is to let Numbers automatically create the categories based on
02:28values that appear in one of the columns. Let's click the Sales Data sheet.
02:33We'll click the little arrow to the left to display the different tables.
02:37The table we are going to work with is our 2006-2008 Sales Data numbers here, right
02:43at the top. So we'll click anywhere inside that table.
02:46Now let's say we want to group these and categorize them by the City. You will
02:51notice that the City column already contains the names of the various cities here.
02:55So, what we'll do is let Numbers take care of this for us by clicking the
02:59Reorganize button on the Toolbar. At the bottom of the Reorganize window, you
03:05will see you have the ability to insert categories from a column.
03:09So we'll click the Choose a column button and we are going to select the City.
03:15Automatically in the background, you can see new categories were created for
03:19each of the cities, new rows inserted, containing the names of those cities.
03:24It's using unique values in each of the cells to create a new category.
03:29Unique values does appear next to our City button.
03:32We can also create sub-categories. For example, if we wanted to create a
03:36sub-category for each of the zip codes in those cities, we could click the plus
03:41sign and choose the column. In this case, our Zip Code column. Right away you
03:47will see under Golden, we have got a couple of different zip codes. Of course,
03:52we may want to reformat these cells, changing fonts, sizes, and appearances as
03:57needed. When you want to remove a category, click the minus sign.
04:02Let's close our Reorganize window and click anywhere on the canvas to see the end result.
04:09So when you need to organize and group your data in the categories, let Numbers '09
04:14reorganize your tables for you using the new category feature.
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Reorganizing table data
00:00Numbers provides a number of tools to help you reorganize data in a table.
00:05Let's check out the Sorting and Filtering options available in Numbers '09
00:09using our 2006-2008 Sales Data.
00:12Now the first step is to select the table. To do that, you can click anywhere
00:17in the table itself or select it from the Sheets pane. You will notice this
00:22table has already been organized using Categories.
00:26But what if we wanted to view listings of Condos only in a particular price
00:30range and we wanted to view the results in ascending or descending order?
00:35No problem. With the table selected, click the Reorganize button. From here,
00:41you will notice two additional sections aside from Categories for Filtering and Sorting.
00:46We will start with Filtering. To show Condos only, we need to choose the Type
00:51column and have it display Condo. So in the Filter section, click the button
00:57currently showing Choose a column and select Type. Next for the criteria,
01:04we want it to be Condo so IS, which is the default, is perfect. In the empty
01:10field, we'll type condo. This is case insensitive.
01:14Now, if we wanted to add an additional filter criteria for that price range,
01:19we click the plus sign. Instantaneously, you will notice the table is updated to
01:24display only Condos in the Type column.
01:28Let's add some additional criteria. This time we are going to select the Price.
01:36For the criteria, we could choose to display values greater than and add
01:40additional criteria to display values that are less than, but in this case it's
01:45easier to choose the is between option. This gives us two fields where we can
01:50type the low end and the high end of our range. Let's type in 400000 and in the
01:57upper range you can tab or click and type 550000.
02:03Now before we actually display the results, all of our results will
02:07automatically be sorted by Address in descending order. To display the lower
02:12values in the Price column then the higher ones as we move down, we'll change
02:17the Sort criteria as well.
02:19First, we'll change the column from Address to Price. Next, we'll choose
02:25ascending and we do want to sort the entire table. This is being updated as we
02:32make our selections. But because of the Categories, we are going to see the
02:36Sorting take place in each category and then start over for the next category.
02:41If Categories are not important, we can deselect the Categories check box.
02:46This will display all of our results. Check the Price column in ascending order for
02:52Condos only. Notice the price range as well is between 400000 and 550000.
02:59So thanks to the Reorganize window, we have the ability to view only the data
03:03we need, sorted the way we want.
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Defining reusable tables
00:00With Numbers '09, you can add your own tables to the menu of predefined tables
00:05that appear when you click the Tables button on the Toolbar or click Table and
00:10choose Insert from the menu bar. You can select the table style and structure
00:14of your choice. It can even contain content such as header text, formulas and so on.
00:19So let's create a reusable table from the somewhat blank table appearing here
00:22in our Milea Sales Data spreadsheet. The first step is to make sure it's
00:26structured the way we want and you see we have already got the right number of rows and columns.
00:31We have named this table Realtor Comparison. We have got header rows and
00:36columns, even footer rows across the bottom. Let's add any additional content
00:40we might want appearing in this table every time we use it.
00:43For example, we'll click in the very top row and add a title; let's type in
00:49Local Realtors. Any other data we want appearing in this table every time we
00:54use it so we don't have to type it in, it can be added.
00:57Let's go over to cell A3 and here is where the types of properties are going to
01:01appear, so let's add them now. So we don't have to later.
01:04Type in Single Family for the first type. Click in the next cell, here is where
01:09we are going to add Condos. Two more, we'll type in Lots and Commercial for the last type.
01:18Now, you will also notice across the bottom here we have formulas in column B,
01:22but we don't have them showing up in the rest of the column, so we'll click in
01:26Cell B7, move down to the fill handle when we see the black plus sign. Click,
01:32then drag across to copy the formula or all the way across to column E.
01:36We will do the same for the average. Right now, we see a warning symbol because
01:40averages can't be calculated using zeros. That's okay. Once we get real numbers
01:45in here, these formulas will work. So I'll click in cell B8, move down to the
01:49fill handle and copy this formula across as well.
01:54Let's deselect the table by clicking in the canvas to see the end result.
01:58Now this is the table that we want to be able to insert into multiple spreadsheets
02:02as opposed to recreating at each time. So all we need to do now is add it to our Tables menu.
02:08To do that, we first need to select the table, you can click anywhere in the
02:12table or click the name of the table here in the Sheets pane and with the table
02:16selected, we'll go to the menu bar, click Format, move down to Advanced and
02:22capture this table and when you click Capture Table, a dialog appears; you will
02:28see the name of the table appearing here at the top.
02:31Now this might be too specific. If we just want to use this table for
02:34comparisons, we can change the name. You can type a new name or in this case,
02:39click just before the C in Comparison and take out the word the Realtor.
02:43The next choice is do we always want this table to look the way it is right now
02:48or do we want it to change and use the default style from the spreadsheet that we are working in.
02:54Let's have it always Use the default style, so it looks like the other tables
02:59in the sheet. Click OK and you have now added it to your menu.
03:04Let's test this out. We'll click the Comparisons sheet, which does use a
03:08different style and now we'll click the Tables button on the Toolbar and you
03:12will notice a new one at the bottom called Comparison.
03:15When we click Comparison, the table gets added and notice the formatting and
03:20style has changed to the default for this particular sheet. Now it's just a
03:24matter of adding in the numbers.
03:26When you are done, deselect by clicking the canvas. That's beautiful. So thanks
03:31to the ability to create a reusable table, we'll never have to create this type
03:36of table from scratch again.
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Copying tables
00:00Tables in Numbers '09 can be copied and pasted between sheets, spreadsheets and
00:04even between the other applications in the iWork '09 suite such as Pages and Keynote.
00:09We will start with a spreadsheet that's under construction for 2009. Instead of
00:14creating a new table from scratch down below, we can save some time and effort
00:18by copying an existing table from another spreadsheet and pasting it into our new spreadsheet.
00:25The old spreadsheet is called Energy Saving Plan. Here we have a table called
00:29Utility Costs by Type. Note the style and formatting.
00:33The first step to copying this table is to select it. By clicking Utility Costs
00:38by Type in the Sheets pane, you would be selecting the entire table.
00:42Now we need to copy it. This can be done from the Edit menu or from the keyboard using Command+C.
00:49Once copied, we are ready to paste. So we'll move over to our new spreadsheet
00:54Energy Saving 2009 and click the Edit menu. Notice we can Paste or Paste and
01:01Match Style. Paste will paste the table the way it appears. Paste and Match
01:05Style will apply the style that's defaulted for our current sheet so that it
01:10looks like the other table on our spreadsheet.
01:13Choose Paste and Match Style and Utility Cost by Type to paste it into the new
01:19spreadsheet. Now we can also copy tables from other applications such as Keynote
01:25or Pages. If you have got a table in either of those applications, you can
01:29again save time and effort by bringing it into Numbers.
01:32So let's go back to our Energy Saving Plan spreadsheet and click the Energy
01:37Savers sheet. Here we have got some content but we don't have a table.
01:42We'll get that table from a Pages document. You can use Alt+Tab or launch Pages
01:48using the Energy Saving Report document. We'll move down to Page 2. Now here we
01:54find a table using its own formatting and the first step again is to select the table.
02:00Click once to select the table and you will see the handles appearing around
02:04the outside. Again, you can use Command+C from the keyboard or choose Copy from the Edit menu.
02:12Now we'll switch back to our spreadsheet. We are ready to paste. Now, it would
02:16be best if the table took on the formatting and style of our current
02:20spreadsheet as opposed to the formatting that was applied in the Pages document.
02:25So when we click Edit, we'll be sure to choose Paste and Match Style.
02:30This pastes the table and restyles it to match our current sheet. You can deselect
02:36the table by clicking anywhere on the canvas.
02:39So that was simple. Just think of the time and effort you can save by copying
02:42tables between your existing spreadsheets or even between the other iWork '09 applications.
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Using Address Book data
00:00If you use Address Book on your Mac, you can insert data from Address Book
00:04fields into Numbers tables. We'll work with this version of our Milea Listing
00:09and Prospect spreadsheet. Currently we don't have a single table on our
00:13Prospect Mailing List sheet, but we can create a new table using fields that
00:18are used in Address Book, or even better, we can create a new table from an
00:22Address Book or even a single card in our Address Book application.
00:27For example, if you have Group setup, you can simply click-and-drag the group
00:32from Address Book onto the sheet and let it go. A table will be created with
00:39the fields used in Address Book. Now when we click inside the table, you will
00:44notice that the column headers indicate that some of the columns are hidden, of
00:49course, we can change that. Click Table and choose Unhide All Columns.
00:53This will display all of the columns that are used in Address Book, whether there is
00:59content in them or not.
01:01And of course, you can select columns to either hide them or get rid of them
01:06altogether. With a group of columns selected, click any of the drop-down
01:10buttons and choose either Delete or Hide Selected Columns.
01:17And once you have got your table created, you can get additional addresses and
01:21bring them into the table. Let's go back to Address Book. If you've got a
01:26single card, for example, if we click a different group and want to drag the
01:30contact into our table, we simply click- and-drag. Once the table is highlighted
01:35with that blue border, release and the new record is added.
01:39If you have got a vCard that was sent to you, you could do the exact same
01:42thing, drag it into the table and a new record is added. When we are done with
01:46the Address Book, we'll simply close it up and now when you need to create a
01:51table in the Numbers spreadsheet and the data already exists in Address Book or
01:56a vCard someone has sent you, remember you can drag it over to Numbers to
02:00either create a new table or add to an existing table.
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4. Working with Table Styles
Using table styles
00:00The easiest way to change the appearance of a table is to apply a table style to it.
00:04Numbers provides a number of built-in table styles to help you ensure
00:08that tables are consistently formatted.
00:11We'll begin by examining the table styles used in the two tables here in our
00:16Running Club Data spreadsheet. The easiest way to do that is to select the
00:20table first. Let's click Distance Run in the Sheets pane. Notice down below in
00:25the Styles pane, Ledger is highlighted. This is the table style already applied to this table.
00:32When we select the other table, Table 2, we notice the basic style has been
00:36applied to this table. Now to apply a different style, we simply click the
00:42Style in the Styles pane. You may want to adjust this pane to view all of the
00:47styles available. Let's select the same style used in our Distance Run table.
00:53That one is called Ledger. Click Ledger and that style is applied to Table 2.
00:59Deselect the table by clicking on the canvas to see the end result better.
01:03Now a table style predefines the following attributes: the table background and
01:09its opacity, which we can see in some of the cells here in the table. Also the
01:14stroke, color and opacity of the outside border of body cells and the outside
01:19borders of the header row, header column, and footer rows, if your table has them.
01:23And the background and the text attributes of table cells are also
01:27adjusted including header and footer cells.
01:31Now let's say we want to apply a different style altogether to both of these
01:35tables at the same time. The easiest way to do this is to drag the desired
01:39style to the sheets name in the Sheets pane.
01:43So, for example, if we wanted to try the one called Teams, we simply
01:47click-and-drag it to the name of the sheet Running Club Record and release.
01:52Notice the style is applied to both of these tables.
01:56So thanks to the predefined table styles in Numbers, you can quickly enhance
02:00the appearance of tables with a click of the mouse button.
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Overriding table styles
00:00After applying a table style to a table, you can change any of the formatting
00:04defined by the style. For example, if we wanted to change the header row in our
00:09Distance Run table. First, we would select those cells, all of the cells in the
00:14top row, and then let's start making some changes to the attributes of these cells.
00:19We'll start with the Fill. Click the Fill button on the Format Bar and
00:23let's choose Black.
00:24Next we'll make some changes to the border around the outside of the cells that
00:28are selected. First we'll go to the Format Bar and click the Borders button and
00:33choose Outside Edges. Now we can make changes such as the type of line, we'll
00:38choose Solid. We'll change it to a little bit thicker, try 3 points and we can
00:44change the color of our border as well, click the Color button and let's choose
00:49a nice light green.
00:50To really see this changes, let's deselect our table by clicking the canvas
00:54anywhere. So the changes we just made are called Overrides. If we later assign
00:59a different style to this table, we can choose to keep or remove any of the
01:03overrides we created.
01:05For example, we'll select the table from the Sheets pane, Distance Run and
01:09apply the Beige style. When we click Beige in the Styles pane, look what
01:14happens. It's applied to all of the table except for the attributes we changed
01:19in this header row. This doesn't look very good. We might want to apply the
01:23style and clear any of the overrides simultaneously. In this case, we click the
01:29arrow to the right of the Beige style and choose Clear and Apply Style.
01:34This applies the Beige style and clears any overrides we created earlier.
01:38So, although we can quickly change the appearance of table using styles,
01:42it's important to know we can also override the styles formatting and then choose
01:46to keep or clear those overrides when applying new styles.
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Redefining a table's style
00:00You can change your table's appearance by modifying the attributes of the
00:03table's style but you can then redefine the style with those changes and all of
00:08the tables in the spreadsheet that used that style will also be updated to
00:12reflect the changes. That's aside from any overrides that might have been applied of course.
00:17Let's work with the three tables that appear here on our Sales Data sheet.
00:21We'll make some changes to one of the table. So first, we'll move to the Sheets
00:25pane and select the 2006 - 2008 Sales Data table. With our table selected,
00:31we can start making changes.
00:33Let's say we want to use a different font throughout the table. So with the
00:36entire table selected, we'll click the Font button on the Format Bar, let's
00:41change it to Arial. Type the letter A on your keyboard to move quickly to the
00:45fonts beginning with the letter A and click Arial. Now all of the contents
00:50throughout this table use the Arial font.
00:53Now we are going to make a change to a portion of our table. Let's use the
00:57header column. Here we see a beige background. We'll click and drag from the
01:01first cell in the column header all the way down to the last one, and with
01:06those cell selected we'll change the Fill to Black. We can also use the Format
01:10Bar for that. Click the Fill button and choose Black from the list of color
01:15swatches. You can see how that stands out.
01:19Now let's say we want to turn off the alternating row colors we see throughout
01:22this table. In that case, we'll need the Table Inspector. Click the Inspector
01:26button, make sure the Table Inspector is selected and down at the bottom where
01:30we see Alternating Row Color, we'll deselect that checkbox. The alternating
01:35colors disappear from our table. So we can close our Table Inspector and let's
01:41deselect the table by clicking on the canvas to see those changes.
01:45All right, so far we've been overriding the attributes of the table style.
01:49In this case, you can see when we select the table again the style being used is
01:54called Connor Real Estate. This is a style that was created specifically for the spreadsheet.
01:59Now if we want to redefine this style, we'll click the arrow to the right of
02:03the name, choose Redefine Style from Table and watch what happens to the other
02:08tables that used the Connor Real Estate style. You can see they are updated
02:13with those changes as well. The fonts are changed, the column header changes
02:18its background color and you can see the alternating row colors also disappear
02:22from those other tables. We've just redefined the style. That's how we change
02:27the table style attributes in Numbers '09.
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Copying and pasting table styles
00:00You can change a table's appearance by copying and pasting table styles and
00:04table cell styles. For example, if we wanted to borrow the table style
00:08used for a group of cells in our table called Utility Costs by Type and paste
00:13the style into a group of cells in our Utility Costs by Month, we first select
00:18the cell or group of cells containing the style we want to copy.
00:22Let's click on the year 2007 in our Utility Costs by Type table and now to
00:27copy the style, click Format and choose Copy Style. Notice there is a keyboard
00:32shortcut for this as well. With it copied now we have to select the cell or
00:37group of cells that we want to copy the style to. In this case, both years 2007
00:42and 2008 in our Utility Costs by Month table and we click Format and paste the Style.
00:48So we are not changing the data even though the data is the same. We are
00:52just copying the style from one cell to another group of cells in a different table.
00:57Now we also have the ability to copy the style for an entire table and apply it
01:02to another table, even if it's in another spreadsheet that doesn't have that
01:06style available. For example, let's select our Utility Costs by Type table and
01:12copy the style, which happens to be called Utility Costs. It's a custom style.
01:17We click Format and choose Copy Style.
01:21Now we are going to switch to another file. You may want to open this one up.
01:26It's called Savings Calculator. Here you can see it's got a very bland style.
01:30When we select the table, click Format and choose Paste Style, the style that
01:36existed in our other spreadsheet that does not exist here has just been applied
01:42to our brand new table in this spreadsheet.
01:45Another thing you can do when copying tables is choose whether or not you want
01:49to keep the style that exists in the table, or have the default style from the
01:54destination spreadsheet applied.
01:57Let's move back to our Energy Savings Plan and let's say we want to copy this
02:03table called Utility Costs by Type to another spreadsheet. With it selected
02:07already we can click Edit this time and choose Copy. Now to use this table in
02:14our other spreadsheet, we'll switch to it. Let's go to the Energy Saving Plan
02:1809 spreadsheet and click Edit and choose Paste.
02:24Notice that Paste and Match Style is what we would use to match the style of
02:29our current spreadsheet. So to keep the same style and leave this style behind
02:35from the previous spreadsheet we choose Match Style.
02:38So because you have the ability to copy and paste table styles, you'll never
02:42have to recreate a style from scratch.
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Creating, renaming, and deleting table styles
00:00You can create your own table styles by reformatting a table and saving the
00:04formatting as a table style. Let's use our Savings Calculator spreadsheet.
00:09On the second sheet titled Potential Savers, we have the table called Savers and
00:14when we click that table to select it, you'll notice it's using the Earthtone table style.
00:20Let's move to the first sheet in our spreadsheet called Total Savings Goal.
00:24Here we find another table, it's named Savings Calculator and when we select it,
00:29you'll notice it's based on the Blue Fill table style. But many
00:34modifications have already been made to the style of this table. Many overrides
00:39already exist. Let's add one more, let's click the cell containing our total
00:43and center it from the Format Bar, click the Center Alignment button. Now when
00:48we deselect the table by clicking the canvas, we can see the end result of our changes.
00:54Now to create our own style from those changes, first we select the table.
00:59You can do that from the Sheets pane and with our table selected, click the arrow
01:04next to the table style name, Blue Fill and choose Create New Style. Now it's
01:11time to give our new style a name, let's called it Blues because it's made up
01:17of many different shades of blue, and click OK. Our new style now appears at
01:22the bottom of our Styles pane. We can also change the height of our Styles pane
01:27by clicking and dragging the separator.
01:31Now we have the brand new style available to apply to existing tables or new
01:35tables that we create in our spreadsheet. Let's go back to that other sheet
01:39called Potential Savers. Click the Savers table and now we'll go down to the
01:45very bottom where we see Blues, click the arrow so we can clear any overrides,
01:50and apply the new style, click Clear and Apply Style. Notice the new style is
01:56apply to our table, and we are ready to continue filling it up with content.
02:00Let's deselect this table by clicking the canvas anywhere.
02:03Now if you don't like the name you have chosen for a style, you can easily
02:07rename it. Maybe Blues isn't the best name for our brand new styles, since we
02:11already have one called, Blue, Blue Headers and so on. This might be one that
02:16we use for calculating figure.
02:18So let's move down to the very last style, the brand new one called Blues.
02:22We'll click the arrow and choose Rename Style. From here you'll notice Blues is
02:27selected. You can also double-click the name to select it. You are ready to
02:31type over. Let's type Calculator. When you press Return, you've renamed your new table style.
02:40Now if you decide you don't need a table style, you can also delete it from the
02:44Styles pane, just keep in mind that any tables currently using that style will
02:49have to be replaced with another table style. So let's go back to our new style
02:53now called Calculator, click the arrow and choose Delete Style.
02:58Notice at the top we do have tables using this particular style. So we need to
03:03choose a replacement style. We'll click the button to see the existing styles
03:07to choose from. Let's choose Blue Fill.
03:11Now we can click Replace, which does two things. It removes our new style and
03:17replaces the table style that was being used in those tables with the selected
03:22Blue Fill table style. When we move back to our first sheet, you'll notice that
03:27the Blue Fill style has also been applied to our Savings Calculator table.
03:32So even though Numbers provides you with a number of built-in table styles to
03:36choose from, you can also create your own to suit your needs.
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Using the default table style
00:00Every spreadsheet has a table style that's designated as the default table style.
00:04It's the table style that gets applied to new tables when you add them.
00:09But you can choose any table style to be at the default, even a table style
00:13that you have created.
00:14Here in our Energy Saving Plan 09 spreadsheet, a new table style called Green
00:19Blue Ledger was created. But if we add a brand new table, click the Tables
00:24button and choose Headers for example, you'll notice it doesn't look like our
00:28other table, which uses the Green Blue Ledger style.
00:32So let's change the default style to our Green Blue Ledger style. First we'll
00:37click Edit and Undo to remove the new table.
00:41Now let's move into the Styles pane, next to Green Blue Ledger. Click the button
00:46and choose Set as Default Style for New Tables.
00:50Now if we go up to the Tables button in the Toolbar, and select a new table
00:55such as Headers. Notice that the new default table style has been applied.
01:01It looks just like our other table above.
01:03So by setting our own default table style, we'll never need to take the extra
01:08step of applying the style to new tables in our spreadsheet.
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5. Using Formulas and Functions
Using formulas
00:00A spreadsheet application like Numbers '09 is all about performing
00:03calculations. So let's explore some of the shortcut techniques for adding
00:07formulas that perform simple calculations.
00:10We will use our Running Club Data spreadsheet. And we'll start with something
00:13called instant calculations. Let's say we want to total up the kilometers for
00:18each of the members in our Running Club and display them in the Total Distance
00:23row at the bottom of the table.
00:25First we need to select the cells to be used in the calculation. Let's start
00:29with Emily. We'll click-and-drag across those values. And now as we glance
00:34through the bottom left corner of our window under the Styles pane, we see some
00:38quick calculations are being performed. One of them is the Sum or Total, which is 626.
00:45If you want to use one of these calculations in your table, you simply drag it
00:50from the bottom left corner to the cell where you want to display the answer,
00:54in this case B11, and release. And there is our formula. Notice that it
00:59highlights the numbers above. These are the numbers being used in the calculation.
01:04There's also a fill handle in the bottom right corner. When you see the black
01:08plus sign appear, click then drag across to copy that formula to the other
01:13empty cells all the way to column F.
01:16Now we've got our formulas for our total distance. Now another option is to use
01:22a predefined quick formula. Let's say for example, we wanted to total up the
01:26values for January and in this case, we would click-and-drag across those
01:31values. This time use the Toolbar. Click the Function button, where you'll see
01:36some quick formulas, including a sum.
01:39When you click Sum, look what happens. Automatically, Numbers inserts the
01:44answer and the formula into the next cell to the right of our selected cells,
01:49and there happens to be an empty cell there. And with our formula added we can use
01:53that fill handle to drag those down to the empty rows in column G.
02:00But what if you don't have an empty cell? No problem. Numbers will add one for you.
02:04Let's work with our second table on our sheet. We'll select all of the
02:09values under the Goal column.
02:12Now with those selected to get a quick total, we can go up to the Function
02:16button and choose Sum. Watch what happens. A brand new row is added to the
02:21bottom, it's a footer row, you can tell by the shading, and the answer appears
02:26in the new empty cell under column C. We'll deselect the table by clicking the
02:31canvas to see the end result.
02:33Now one neat thing is you can even create a formula in one table that uses data
02:37from another table. So here for example, we want to display the totals for each
02:42of the months. We have that data above in the first table. So let's again,
02:46select the cells for the January totals. With those selected, we're going to go
02:52back to the bottom left corner where we see our Sum and this quick calculation
02:57can be used in our second table.
02:59We'll drag it to the January cell under Total and release. Notice with this
03:05cell selected, the answer is displayed and the cells that are used for this
03:09calculation are highlighted. We can still use the fill handle in the second table.
03:14We'll click-and-drag from the bottom right corner of the cell,
03:17all the way down to the September row and if we click in any one of these cells,
03:22you'll notice that it uses the appropriate numbers for the right answer.
03:26Let's deselect the table again to see the end result.
03:30Now if you need to remove a formula, it's like removing any other cell data.
03:33You just click in the cell and press the Delete key on the keyboard. Just keep
03:37in mind now when you need a basic calculation in your table, these shortcut
03:42techniques for adding formulas can save you a lot of time and effort.
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Using the Formula bar and Formula Editor
00:00When you need more control over the formulas you enter into a table, you can
00:04use one of the formula tools to add those formulas. We'll explore the Formula
00:08Editor and the Formula Bar using our Running Club Data spreadsheet.
00:13We'll begin with the Formula Editor in table 2. Here we need to calculate the
00:18difference between the Total kilometers and the Goal for each month. So first,
00:23we click the cell where the formula needs to be entered, in this case, cell D2.
00:28Now to access the Formula Editor we have a number of different options. You can
00:32go through the Insert menu, select Function and Formula Editor. It's also
00:36available through the Function button on the Toolbar or the easiest way to
00:41access the Formula Editor is to type the Equal sign on the keyboard,
00:45instantaneously the Formula Editor opens up.
00:48Now this won't work though if your cell is already formatted for text as
00:53opposed to numbers or automatic. Now for the Formula, what we really want is
00:58the value of cell B2 minus the value found in cell C2. So we can type that out
01:06or we can select the cells.
01:08If the Formula Editor is in the way, move to the left side, when the hand
01:12appears, click and then drag it out of the way. So let's start with the first cell.
01:16We'll click B2. Notice the label is Total Jan. It's using the labels in
01:22our table to create that range.
01:25Now for the operator, the Plus sign on your keyboard is used for addition, the
01:30Slash for division, the Asterisk for multiplication and the Dash for the minus sign.
01:35Here we want to subtract whatever is in cell C2. So we could type C2 or
01:41we could click the cell and it's automatically inserted for us.
01:44To accept this formula, we can press Return on the keyboard or click the Accept
01:49button in the Formula Editor. Notice the difference appears in that cell.
01:54Now we can copy this formula, using the fill handle in the bottom right corner,
01:59click and then drag it all the way down. And we see the end result for each of
02:03the months in our table.
02:04Deselect the table by clicking the canvas anywhere. Let's try this again, but
02:09using the Formula Bar this time. And we'll use our Distance Run table.
02:14Let's click so G11, where we want to total up the total distance run for each of the
02:20members in our Running Club.
02:22This time when we type the Equal sign, we'll focus our attention at the top of
02:26our screen, just below the Toolbar where the Formula Bar now appears.
02:31Notice the buttons, as well as, an area for us to start typing in our formula.
02:35We'll click next to the Equal sign that already appears there.
02:39Now we can start adding Functions or typing in our Formulas, selecting cells.
02:43In this case, we want a range of cells. So let's select the range, which is
02:48B11, click and then drag across, we should go all the way to F11. But let's
02:53stop short at E11. The range now appears in both the Formula Editor and on the Formula Bar.
03:00We can press Return to accept this or click the Accept button. And there is our
03:05answer. With our cell selected, you can see that the cells used in this formula
03:10are shaded and we are missing one.
03:13So to edit a formula, double-click the cell containing the answer, this opens
03:19up the Formula Editor as well as the Formula Bar and now we can select the
03:23range with one click. With the range selected we see a handle in the bottom
03:28right corner, when we move to it and the black plus sign appears,
03:32click-and-drag over one more cell and we can accept that by pressing Return or
03:37clicking Accept. Now we have the right answer.
03:42So if writing and editing your own formulas is what you want to do, the Formula
03:46Editor and the Formula Bar are two useful tools you can use to accomplish this.
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Using cell references
00:00When copying formulas it's important to understand the difference between
00:03Relative and Absolute addresses. We'll start with our Utility Costs by Month table.
00:09Here we see a formula calculating the percent increase from one year to
00:13the next for our January column.
00:16When we click that cell, we can see the formula in the Formula Bar is using the
00:21values in the January column. Now if we use the Fill Handle in the bottom right
00:26corner of this cell and drag across to the right, we can copy the formula to
00:31the remaining cells.
00:33But notice the values come out different for each column. If we were to click
00:37for example cell F4 and look at the Formula Bar, it's using the values in the
00:42May column. Same goes for June, July and the other months of the year. This is
00:48known as Relative Addressing. Numbers is smart enough to use the cells in the
00:52column where the formula is getting copied to.
00:55But on occasion, you do not want to use Relative cell addresses. For example,
01:00in our Utility Costs by Type table, here we have a column, which will calculate
01:04the Total in U.S. Dollars. Let's click cell F2. In this case, the formula is
01:10going to be the Total multiplied by the Exchange Rate. So we'll start with an =
01:15sign, click the Total for 2007 and multiply that which is the asterisk by the
01:22value that appears in another table in cell B1.
01:26Notice it's called Table 19 in this case and the formula is going to be
01:31whatever is in the Total 2007 cell multiplied by that Rate. When we accept
01:38this, we see the end result. Now if we use the Fill Handle to copy this formula
01:42down, let's see what happens. We don't see an actual answer. Instead we see a
01:48little marker representing some kind of error.
01:51We can click either one of those markers to view the error itself. Table 19::B2
01:58isn't a valid reference. There is no cell B2. So Relative Addressing is trying
02:04to happen here but it's not working. So let's go back to cell F2.
02:09In the Formula Bar, you can see we are going to use the Total for 2007, multiplied by
02:15the contents of B1 in Table 19.
02:17That's right, but we can make it Absolute. So when we copy this it will always
02:23use the cell B1 of Table 19, by clicking the Drop-down arrow to the right and
02:28choosing one of the Absolute options. Notice the checkmark next to Relative
02:33indicates it's the default. So we can use both the row and the column, in this
02:37case the cell that we want to use or we can freeze on a particular row or
02:42column. In this case, we want to use both.
02:44So click the second the option, which is Absolute Row and Column. This rewrites
02:49our formula to include the dollar signs around the B and the 1, and now when we
02:54accept this, the same answer appears but when we go to copy it, click-and-drag,
03:01we get actual answers.
03:03For example, if we click cell F4 and look at our Formula Bar, it's using cell
03:08B1 of Table 19. Let's deselect the table by clicking the canvas. So Relative
03:15Addressing is the default when copying formulas but when you need to use the
03:19values in a row, column or even cell, remember these Absolute address options.
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Using functions
00:00Although we can type functions ourselves into the Formula Editor or Formula Bar,
00:04the new Function Browser offers a convenient and helpful way to add a
00:09function to a formula. Let's use our Energy Saving Plan spreadsheet.
00:13On the Energy Saver sheet we have two tables. The second table titled Count by
00:18Yearly Savings is going to count the number of energy savers based on yearly
00:22savings amounts. So the first step is to select the cell where we want to enter
00:27the formula. In this case, cell C2 of our Count by Yearly Savings table.
00:32Now to insert the function, we'll use the Function Browser. We can access it a
00:38number of different ways from the View menu or from the Toolbar, click the
00:41Function button and choose Show Function Browser. This opens up the Function
00:47Browser in its own window, this window can be moved around. It can be resized
00:52to display more or less information.
00:54On the left-hand side you will see the different Function categories, you can
00:59choose from. And on the right-hand side, the various functions that exist in
01:04those categories. We know we need to count the number of cells containing value.
01:09So let's go to Statistical on the left-hand side to see a list of actual
01:15functions that exist in the Statistical category.
01:19As we scroll down, you will notice a number of Count options. If we click the
01:23first one called COUNT, we get a description down below, a definition.
01:28As we scroll down through this information, we are going to see how we can use this
01:32formula, Usage Notes, a number of Examples on how we might use this and down
01:38below Related Topics as well.
01:41So we can get help directly from the Function Browser. Well as we scroll up and
01:46read about the Count Function, we realize this won't allow us to use both in
01:51array and a condition. So if we click COUNTIF, we get a definition for that
01:58Function and this appears to be the one we want, where we get to use a
02:02condition. Now to insert this function, we can double-click it or with it
02:07selected already, click Insert Function.
02:10Notice it gets inserted into the cell, the Formula Editor appears, also we see
02:15this information on the Formula Bar. Now it's a matter of replacing those
02:20placeholders. We'll start with test- array. When we select it, it's highlighted
02:26and as we leave our mouse over the test -array placeholder, we'll see a little
02:30bit of information.
02:31The collection containing the values to be tested. Well in that case, we want
02:35to select the range of cells in our List of Energy Savers table. Let's move the
02:40Function Browser out of the way, so we can see the Yearly Savings, we'll select
02:47all of those cells and they get placed into the Placeholder. We are ready to
02:52move on to the Condition now.
02:54Click the Condition Placeholder to select it. If you wish, you can hover over
02:59that Placeholder to view a little information about the condition. In this
03:03case, our condition is going to be based on the dollar amounts from $0-100.
03:10In other words, less than or equal to 100.
03:12So we'll type that in double quotes. We know that by viewing the information in
03:18our Function Browser that we need to place this between double quotes.
03:24Check out some of the examples down below. So with Condition selected, we'll type in
03:30the first "<=100" and we are ready to accept this formula. When we click the
03:42Accept button, notice the answer is 13.
03:45When you are done with the Function Browser, you can close it the same way you
03:49opened it or click the Close button in the top left corner. And now we would
03:54continue entering COUNTIF functions for the remaining cells in this table.
03:59But let's deselect the table by clicking the canvas.
04:03Without the Function Browser we may have experienced difficulty getting this
04:06formula written. So use the Function Browser whenever you need assistance using
04:11the many functions available in Numbers '09.
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Using Formula List view
00:00To view a list of all the formulas in a spreadsheet you can use the Formula
00:04List View. Let's work with our Milea Listings and Prospects spreadsheet, which
00:08contains multiple sheets, multiple tables and of course, multiple formulas.
00:14If we need to locate a specific formula containing a particular element,
00:18the Formula List View can help.
00:20To access it we can use the View menu or click the Formula List button on the
00:25Toolbar. This opens up the Formula List window down below and we can change the
00:29size of this window by dragging the selection handle that appears in its top
00:34right-hand corner. Let's drag it upwards to create a larger window.
00:38Now we'll move over to the left-hand side, where we see the first column
00:41titled, Location. This helps us to identify the sheet, the table, even the cell
00:47in which a formula is located. Now we can use these little disclosure triangles
00:52as well to focus in on a specific table or specific sheet, even an area within that sheet.
00:59In the Results column we see the results for the formulas and in the Formula
01:04column, we see the formula itself. Now to identify the cell in a table
01:09containing a formula, we can click the Formula itself. For example, in cell B4
01:14of our Property Type Sold table, here in the Sales Data sheet, we see a zero.
01:20If we click this formula to select it, the cell is highlighted in the table above.
01:25There is our zero and this doesn't seem right.
01:29So if we need to edit the Formula, we can actually double-click in Formula List
01:33View, double-click the selected formula and the Formula Editor opens up.
01:38Here's our problem, we've got the word Lots when it should be the word Lot. So we'll
01:42come in here, we'll take out the s and accept that change by clicking the
01:46Accept button and watch our result change to the proper answer.
01:50Now if we wanted to find all of the formulas that use the word Lots, we can use
01:56our Search field in the top right corner of our Formula List window.
02:00Click inside there, type in Lots and press Return. Now only the formulas containing
02:05the word Lots appear and there is a couple more of them here that need to be changed.
02:10We could edit them one at a time. But you'll Notice we got access to Find and
02:14Replace right from within the Formula List window. So let's click this button.
02:20You'll see, what we searched for last, the word Lots and in the Replace field
02:24here we're going to type in the word Lot. Click Replace All to replace all of
02:30the formulas containing the word Lots with the word Lot. And down below the
02:35search results now show, no formulas containing the word Lots.
02:40So we'll close Find & Replace. Now we can click the X next to the word Lots in
02:45our Search field to clear and display all of the formulas again. Knowing that
02:50we have fixed up any errors. When you're done with Formula List View, you can
02:54click the same button that opened it up to close it up.
02:58So remember the Formula List View when you need quick and easy access to the
03:02formulas in your spreadsheet.
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6. Working with Charts
Adding a chart
00:00Charts can be an excellent way to display numeric data in a graphical format.
00:05This can make it easier to analyze trends and comparisons. Let's work with our
00:09Energy Saving Plan spreadsheet on the Energy Savers sheet.
00:12To create a chart from scratch, we simply insert it either from the Insert
00:16menu, where you will see a list of chart names. Or if you prefer, click the
00:22Charts button on the Toolbar to see a list of chart icons representing the
00:26different types of charts we can insert.
00:29Let's select a two-dimensional Pie Chart. Notice what happens here.
00:34A table with sample data is added for us. It's a simple matter now of editing that data.
00:39Let's type in 22 for the year 2007 and press Return. And in cell A2,
00:46we'll change it from Region 1 to West. When you press Return that's updated as well.
00:53We might also want to rename our table and chart in the Sheets pane.
00:56Double click the table name and type in West. We can do the same for our chart, when
01:03we press Return, notice the chart name appears at the top of our chart and our
01:08data is selected in our table. To deselect everything, click anywhere on the
01:12canvas to see the end result.
01:14Now, if you already have data entered into a table, you can use that data to
01:19create a chart. Let's switch to our Utility Costs sheet. Here we have two
01:23tables containing data. Let's work with our Utility Costs by Type. One option
01:29is to select the table here in the Sheets pane and use this data to create a chart.
01:34Notice however that the different types include a Total column. So in this
01:40case, we might want to select the data to be used in our chart first, so we'll
01:44click and drag from the cell in the top left corner across to the Water column
01:49and down to the last row for 2009.
01:52Now with our data selected, we can click the Charts button, this time we'll
01:57select a two-dimensional Column Chart. When we do this, the chart appears using
02:03the data we selected in our table. Of course, we probably want to rename this
02:07one as well. Double click the chart name and type in Costs by Type.
02:15When you press Return, that's updated in the chart.
02:18Notice also that the Chart Inspector opens up, in case we need to make any
02:22changes to the chart properties. We can close this up if we don't intend on
02:26using it, and deselect our table and our chart by clicking anywhere in the canvas.
02:32So whether you use existing data in the table or add your own on the fly,
02:36inserting a chart can simplify the task of analyzing trends and comparisons.
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Creating a mixed chart
00:00You can combine Column, Line and/or Area Charts into a single chart by creating
00:05a Mixed Chart. Let's continue to use our Energy Saving Plan spreadsheet using
00:10the data that already appears in our Utility Costs by Month table.
00:14First, we need to select the data to be used in our Mixed Chart. We'll click
00:18and drag from the cell on the top left corner all the way across to the December
00:22column and down to the row for 2009. With our data selected, we can create our
00:28Mixed Chart either from the Insert menu or from the Charts button on the
00:32Toolbar. Click this button and the second from the bottom on the left is our
00:37Mixed Chart. When we select this option a default chart is created for us, but
00:42we can make modifications to this chart to our liking.
00:46Let's first start by dragging this chart to the top of our screen. Eventually
00:51we'll reach the top where we can place it just above the table called Utility
00:55Costs by Month. Now, using the handles that appear around the outside, we can
01:00resize this. From the top right corner let's click and drag out to the right
01:04and down so it fits nicely at the top of our page. Notice the legend followed
01:11us when we moved the table, we can click that as a separate object and drag it
01:16towards the center, for example.
01:18Now, let's focus on the various data series, you can see for the various years
01:22in our table, we have two columns and one line. Let's start with the series for
01:282007. First we'll click the chart to select it. Then click the Line to select
01:35that data series. In our Chart Inspector, which opens up by default, we see the
01:40Series Type set as Line but we can change this. Click this button and let's choose Area.
01:46There are three options Area, Line and Column. Now our Line turns into an Area
01:52type chart. For 2008, we see a green column, we'll leave that one as is.
01:58For 2009, we'll click that Column to select that data series, any Column will do
02:04and where we see the Series Type set to Column. Let's change it to Line.
02:09So, here's another way to view our data. We are using three different chart
02:13types together as one, but all three of the data series are using the same
02:18scale over here on the left hand side on our Y-axis.
02:22Let's deselect our chart by clicking the canvas anywhere to see the end result
02:26better. A Mixed Chart is an excellent option for showing comparison between
02:30different data series.
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Modifying chart data
00:00In Numbers '09 modifying chart data is as simple as modifying the table where the
00:05data resides. We'll continue to use our Energy Saving Plan spreadsheet focusing
00:09on our Cost by Month chart that appears up at the top of the page. This is a
00:13Mixed Chart that displays the three series of data from our Utility Cost by
00:18Month table down below.
00:20If we change data in our table, it's instantly reflected in our chart above.
00:25Let's click in cell M3 representing the amount for December 2008, and type in
00:32650. When we press Return, look what happens. We see the change in our chart.
00:37Even the Y-axis on the left-hand side has changed to accommodate this larger
00:41number. But we can just as easily change the data series to be displayed.
00:46For example, if we click the chart anywhere, we'll see the series of data that
00:51are being used for this chart, it appears selected in our table down below.
00:56Notice the handle down in the bottom right corner, when you move your mouse
01:00over it, your pointer turns into a black cross.
01:04Now we can change the data series by dragging. Let's move up a single row to
01:09select the years 2000 and 2008. We see that change in our chart. But if we want
01:15the years 2008 and 2009, we can move to the border of this selected series, and
01:20you see the four-sided arrow, click and drag this series down to select the
01:25other two years in our table. Automatically the data is updated in the chart above.
01:31If we wanted to view the results for the first half of the year, we could take
01:35our handle in the bottom right corner and drag over to select the first six
01:40months; January through June.
01:42Now let's open up our Chart Inspector, click the Inspector button on the
01:46Toolbar, and make sure the Chart Inspector is selected. Let's change our
01:50series, for example, 2008, which is currently using an Area chart type, when we
01:56select that series we can change it to a Column.
02:01Now let's change the 2009 data series, by clicking any one of the green columns
02:06and change it to a Line. This might be a better way to compare the different
02:12values. Now we'll deselect our chart and table by clicking anywhere on the canvas.
02:18So with charts in Numbers '09 modifying chart data is accomplished through the chart's table.
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Adding data to a chart from multiple tables
00:00You can create a chart in Numbers '09 that uses data from more than one table.
00:05Our Running Club spreadsheet has three separate tables, but we can use data
00:09from each to create a single chart.
00:12First, we select data from one of the tables to create the chart. Let's select
00:16the cells beginning with Men's Total in our first table, and drag all the way
00:21down to the September row. Now we'll create a chart. Click the Charts button on
00:27the Toolbar, and let's create a Mixed Chart, so we can use different chart types.
00:32Automatically our default table appears. We can stretch this out so it's a
00:36little bit easier to read some of the labels across the bottom. And now it's
00:40time, with our chart selected, to choose some additional data from those other tables.
00:46All we do is hold down the Command key on the keyboard while we select the data.
00:51Let's click and drag from Women's Total in our second table all the way
00:55down to the September row. Notice that data is automatically added to our Mixed Chart.
01:01We also want to throw the Goal in there. So holding the Command key on the
01:05keyboard, we'll click and drag from Goal all the way down to the September row.
01:11So we now have our data from three separate tables.
01:15We can make some modifications to this chart to make it stand out. With the
01:19Chart Inspector open automatically when we created the chart, let's select the
01:23data series. We'll click the actual series represented by the Line, in this
01:27case our Men's Total. Now in the Chart Inspector, click the Series button and
01:32make sure that this is actually a Column. Now the one that should appear as a
01:37Line is the Goal. It's currently represented by the orange column. So we'll
01:42select any orange column, change the Series Type to Line. This is a little bit easier to read.
01:49Of course we can understand it better if we could see the legend, we can turn
01:53that on by clicking the Chart button and choosing to show the Legend.
01:58It appears across the bottom. We can select it and then drag it into the center
02:04where it looks better.
02:06Now we'll click anywhere on the canvas to deselect. Close our Chart Inspector
02:10to see the end result. So even when your data exists in more than one table,
02:14remember you can use data from multiple tables to create a single chart.
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Changing a chart from one type to another
00:00You can change a chart's type at anytime. Just keep in mind that some chart
00:04types use row and column data from a table differently than others. To change
00:09the chart type in our Running Club Data spreadsheet, let's first select the chart.
00:14Notice down below on our sheet, we can see that various columns from different
00:18tables are being used to display our data. To change the chart type, we can use
00:23the Format bar. The first button in the left-hand corner displays the current
00:28chart type as Mixed. Click this button to see a list of all the other chart
00:32types we can select. Let's choose Column.
00:35When we choose Column, we see the same data displayed differently. Whenever we
00:40switch to a Bar column area or even Line chart, each series in the new chart
00:44corresponds to a row or column in our case, the three columns highlighted in our tables.
00:50Now let's try switching to a different type of chart, a Pie Chart. We can do
00:54this by a right clicking or Ctrl- clicking the selected chart. Now from the
00:58pop-up menu move to Chart Type, and let's choose Pie. Now whenever you switch
01:05to a Pie Chart the first data point in each series is represented as a wedge,
01:09and this isn't the best choice for our set of data.
01:12So let's try one more, this time from the Chart Inspector. With our chart
01:16selected, click the Inspector button and make sure that the Chart Inspector is
01:20selected. You will see the chart type in the top-left corner. We can click this
01:24button to display the various chart types we can choose from. This time let's
01:28choose a 3D version of our column. When you switch to a 3D version of a chart,
01:34the Chart Inspector provides a number of controls for managing object Depth,
01:38Lighting Style and so on.
01:41Now when you change a charts type and the new type has some of the same
01:45attributes, those attributes don't change. Some of those shared attributes
01:49include the axis that we see down across the bottom of our chart, and up the
01:53right-hand side. Also some other shared attributes include the axis labels, any
01:59borders or rotation, shadows, and even 3D lighting that's been applied to our
02:043D Chart. Let's deselect the chart to see the end result.
02:08So changing a chart's type is a simple undertaking but not all charts display
02:12data the same way. Select similar chart types when you want to maintain the same result.
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Formatting general chart attributes
00:00When you create a chart in Numbers '09, default formatting is applied to the
00:04chart type you select. Of course, you can change this formatting to suit your
00:08own needs. Let's work with our Distance Comparison chart in our Running Club
00:12Data spreadsheet. Click once to select it first. Now, we can adjust general
00:16formatting for the entire chart and one option is to use the Format Bar.
00:21For example, you will find the Chart Options button. Click this button to view
00:25currently selected options such as the Legend, which appears across the bottom
00:29of our chart but we can also turn on or off other options like Hidden Data or
00:34in this case, let's click Show Title. This displays the title of our chart across the top.
00:40We also have buttons for adjusting the X and Y axes. Click the X Axis button
00:45and here you'll see check marks next to certain options. If we want a border
00:49around our chart, we can select Show Chart Borders.
00:52Let's click the Y-axis button and this is ideal for showing tick marks in
00:56gridlines. For example, if we want to show tick marks centered on our Y-axis,
01:01we can choose Major Tick Marks Centered. Now, we see those tick marks, let's go
01:06back to the Y-axis button and also Show Minor Gridlines. We see the major
01:10gridlines currently, when you select Show Minor Gridlines, additional lines are
01:15added to help us line up the data.
01:17On the far right side of the Format Bar, you'll find the Chart Colors button.
01:21Click this button to open up the Chart Colors window, and now we can choose
01:26from different categories using the first button. We have 3D Texture Fills,
01:30ideal for working with 3D charts. We also have 2D options with Image Fills and
01:35Color Fills. Let's make sure 2D Image Fills is selected, and now click the
01:40second button to choose a type. Let's try Fun.
01:44The colors to be used are displayed down below. If you like those, click Apply
01:49All and they are applied to the chart. Now let's close our Chart Colors window.
01:55Now, we can also access additional formatting options from the Chart Inspector.
01:59With our chart still selected, click the Inspector button and make sure that
02:04Chart Inspector is selected. Here we have three categories: Chart, Axis, and Series.
02:10With the Chart button selected, you'll see current options currently turned on
02:14such as Show Title in Legend. Also down below, we can adjust the Gap between
02:19the bars in our chart, as well as the Gap between the sets of bars.
02:24Let's pump up the Gap between bars from 10% to 20%, and let's increase the
02:30space between our sets by clicking the Up Arrow to change it to 120%.
02:35Notice the graph or chart itself does not increase in size, but the bars themselves
02:41decrease to create that extra space.
02:44Let's add a shadow as well to each of the elements. Let's choose Individual to
02:49add shadows to each individual element as opposed to the entire group.
02:54A very slight shadow is applied adding a nice effect.
02:59Now, let's click the Axis button to take a look at some of the axis options.
03:03These are the same options we saw from the Format bar. We can now adjust our Y
03:07Axis and X Axis options from here as well. If we wanted to for example, show
03:13labels every one or two categories. We could choose 2, for example. Notice now
03:19that we are skipping every second month in our X Axis.
03:23Also when we click these buttons, we see the same options. Maybe the tick marks
03:27don't make sense for this particular chart, so we'll turn off Major Tick Marks
03:31Centered by selecting it.
03:33Now, let's move to Series. Here's where we get to work with the individual
03:37series in our chart. Each bar and the line represent a separate series.
03:41Let's select a line across the top. Notice the data selected is our Goal column.
03:47So these values being displayed in this chart are for the goals. Now, any changes
03:51we make will affect this series.
03:54For example, we can change the Data Symbol from the Circle to something
03:59different. Let's choose the Square. Also, we may want to display values as
04:05opposed to lining them up with the Y Axis. Click the Value Labels check box and
04:10now we can choose where to display those labels.
04:13Centered is fine, but let's display them above our actual line. They may be
04:18difficult to see right now because of their coloring. So let's select any label
04:24and all the labels are selected, and now let's change their color from the Format Bar.
04:30We'll go to the Fill button, which currently displays White, and choose Black.
04:35Now, they are very easy to read. When you are done with the Chart Inspector,
04:38close it up and click anywhere on the Canvas to deselect the chart to view the end results.
04:45So although Numbers does a nice job of formatting your charts for you when you
04:48create them, you can always make changes from the Format Bar or from the Chart
04:52Inspector to add that personal touch.
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Using trend lines and error bars
00:00Trend Lines and Error Bars in a chart can add additional information to what's
00:04already displayed. We'll begin with trend lines, which can help you to see
00:08trends in your data. Now, these lines are calculated and drawn to fit your data
00:12according to the type of equation you prefer.
00:15Let's use the Utility Cost chart in our Energy Saving Plan spreadsheet.
00:19The first step is to select the chart. Now, we'll go to the Chart Inspector,
00:24click the Inspector button on the Toolbar, make sure that Chart Inspector is
00:28selected, the Series button, and now we'll open up the Advanced section by
00:33clicking the disclosure triangle next to Advanced.
00:36Here's where we'll find the Trendline button, and now to show a trend line say
00:41for the year 2008, we simply select any of the bars for 2008. This selects the
00:47entire series. We'll go back to the Chart Inspector now, and you'll notice
00:52under trend line that None is the default.
00:55But when we click the button, we see a list of trend line types to choose from.
01:00Linear produces a best-fit straight line and it's most useful for simple linear
01:05data series like what we have here on this chart.
01:08The other types like Logarithmic produce a best-fit curved line, which is
01:13really useful when values increase or decrease quickly and then level out.
01:17Polynomial is a little bit different. It also produces a curved line, but it
01:21has hills and valleys to show where values rise or fall.
01:24Then there is Power, which produces a curved line for use when you want to
01:28compare measurements that increase at a specific rate. Exponential produces a
01:33curved line again for use though when values rise or fall at increasingly higher rates.
01:39Then Moving Average is going to produce a trend line using the number of data
01:43points you specify in the Period field, and then it will average them out and
01:48display a trend line using that average.
01:51Let's select Linear. Right away we see the straight line that is produced when
01:56we choose Linear, displaying the trend in our data for 2008. Now, we also have
02:01some additional options down below.
02:04Here, you'll see we have got a check box next to Label. Select that if you want
02:07to add a label. In the Label field, you can type whatever you like. In this
02:12case, let's type in Trend for 2008.
02:17When you press Return on the keyboard, it's locked in and you will notice we
02:21have got a new entry in our Legend at the bottom of our chart showing the trend
02:24for 2008. If you want to show the equation as well which describes the trend
02:30 line we selected, we can select Show Equation. The equation pops up in our
02:35chart and we can move this around.
02:37Let's click once to select the equation, and let's move it where we can read it
02:42a little bit better. If you don't want to display the label, no problem, select
02:46the trend line, and then again in the Chart Inspector, deselect Show Equation.
02:53You can even show the R2 value that was used to calculate our trend line by
02:57selecting the check-box next to Show R2 value but we'll leave that out for this
03:02particular example.
03:04Now, let's close our Chart Inspector and deselect the chart to see the end
03:08result. If we wanted to change the actual line color maybe the thickness for
03:13example, so we can see it better, we can go back to our chart, click once to
03:16select it, click the trend line. So it's selected. You will see handles at each
03:21end, and now we can use our Format Bar.
03:23In the top left corner, you can see a solid line is being used. You want to
03:26choose a different line style, such as Dots for example, you can do that.
03:30We can change the thickness. Let's choose 4 points, and so it really stands out.
03:36Let's change the color, click the Color Fill button, and let's choose Black.
03:41Now we can really see that trend. Again, we'll deselect by clicking the Canvas
03:46to see the end result better.
03:48All right, if your data also contains a potential margin for error, you can
03:53display that in the chart using Error Bars. Let's scroll down a little bit
03:58where we've got a second chart here, Costs by Type. Click once to select that
04:02chart, we'll go back to our Inspector and in the Chart Inspector, under the
04:06 Advanced section, we'll select Error Bars. Notice we don't have any Error Bars at this time.
04:12Now, let's say we wanted to display a margin of error for plus or minus 10%.
04:18Well, in that case, we click the button that currently displays None and to
04:23show both positive and negative numbers, we choose Positive and Negative.
04:27Now we can type in a Fixed Value or if we click the button displaying Fixed Value,
04:32change it to Percent or Percentage where you've got other options here as well,
04:37Standard Deviation, Standard Error, and even Custom.
04:39But with Percentage selected, we can choose the percentage we want to display.
04:44We can type in 10, we can use the Arrow buttons to change the value.
04:48We'll leave it at 10% and when we look at our chart, you will see the Error Bars
04:53going above and below the actual data in our chart displaying a positive and
04:59negative value, which represents that 10% margin of error. Let's deselect our
05:06chart and close up the Chart Inspector, and there we have it.
05:11So even though the trends and margin for error don't appear as data in our
05:14tables, we can still display the results. Thanks to these Trend Lines and Error
05:18Bars in the Chart Inspector.
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Creating a two-axis chart with different value scales
00:00When you need to display more than one data series but use two different
00:04scales, you can create a two-axes chart. Two-axes chart lets you use two
00:09different Y-axes each with different scales. Our Energy Saving Plan spreadsheet
00:14has a table with data that fits this bill.
00:16So let's create a two-axes chart with this table. First we'll select the table.
00:21You can click the table name in the Sheets pane. And now we'll create the chart
00:25by clicking the Charts button on the Toolbar and selecting 2-axes chart, which
00:30appears at the very bottom left-hand side.
00:33This creates a default 2-axes chart. Let's stretch it out, so it's a little bit
00:38easier to read. And as you can see it's currently not displaying the data in
00:42the best way. The % Increase, which appears at the bottom of our table, should
00:48really use a different scale than the year 2007.
00:52Notice we have an axes on the left or Y1 axis with a scale and the on the right
00:57hand side we have a second Y axis displaying a different scale. So let's fix
01:01this up so it looks proper. We'll start by selecting the series for 2007,
01:07currently represented by a line.
01:09We can click the line anywhere to select that series. And notice in our Chart
01:14Inspector, which opens up automatically by the way, the Series Type is set to Line.
01:18We can change this to Column.
01:22Now you can see we have got different columns using different scales. 2007
01:28according to our Chart Inspector is plotted on the Y1 axis. But for 2008 it
01:34appears to be using a different scale.
01:37So let's select that series by clicking any green bar. It should really use the
01:41scale on the left. If we look at our Chart Inspector, it's using the Y2 axis.
01:44But we can change that by clicking the button and choosing Value Axis Y1.
01:52Now we can see our % Increase represented by the orange bars.
01:56Notice it automatically changed the scale on the right to percentages, which is
02:00perfect for the type of data displayed in our table. Now let's select that
02:04series. This time we'll click the little orange block next to % Increase in the table.
02:09That also allows us to select the entire series.
02:13Let's change Series Type to Line. Right now it's a Column. When we change it to
02:19Line this is probably the best way to view our data. We'll click anywhere on
02:23the Canvas to deselect. So there you have it. Data Series in one chart using
02:29different Y-axis scales, a great way to combine different types of data.
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Formatting 3D charts
00:003D charts provide additional formatting options so let's explore some of them
00:04using our Energy Saving Plan spreadsheet.
00:07Currently, we have two 2-Dimensional charts on this sheet, but we'll start by
00:12converting a 2D chart to a 3D chart. First, we'll select our Column chart
00:17called Costs by Month. One click will select it.
00:20Now to convert this to a 3D chart, let's use our Format Bar. We'll click the
00:25first button currently showing Column as the Chart Type and down at the bottom
00:29we find our 3D options including a 3D version of our column. Let's select that.
00:35Instantly, you see changes being made to our chart. The viewing angle has
00:39changed, we might want to adjust the size to make a little bit easier to read
00:44some of the data for example.
00:46So let's start by using the handle at the very top center, when we see the
00:50double arrow, we'll click-and-drag upwards to increase the height of our chart.
00:54We'll also drag the handle at the bottom center down to increase our height even more.
00:59Now it's a little bit easier to read some of the numbers and to decipher the
01:03values for each of the columns in our chart. The other thing that happens by
01:08default is we see our Rotation Ball that appears. It allows us to change our
01:12viewing angle. We can change the viewing angle left to right, or up and down.
01:17Let's start with left to right. Anywhere on the arrow is pointing left and
01:21right, click and then drag. We'll drag to the right to change our viewing angle
01:25slightly to the right. When we reach a certain point, you will notice the
01:29labels for our Y-axis switch from the right side over to the left. That's all automatic.
01:36We can also adjust our viewing angle up and down using the arrow pointing up
01:39and down. Click and then drag to change the angle in any direction. Just drag
01:45that upwards a little bit, so it's little bit easier to read the values using those columns.
01:51When you are done changing your viewing angle, you can close this button and
01:55access some additional options through the Chart Inspector. Click the Inspector
01:59button and make sure the Chart Inspector is selected with the Chart button selected.
02:03Notice you have also got your 3D Scene options down below, including Lighting
02:08Style, which is currently set to the Default. But let's click this button to
02:11see, there are a number of other options to choose from such as Soft Fill or
02:17let's switch it to Glossy, which is a brighter option.
02:20We can also adjust the Depth of our chart. Currently, you can see the slider
02:25has it's buttoned towards the left side, we can drag this to the right to
02:28increase the depth, more back towards the left to decrease the depth and when
02:33you are done, release and close the Chart Inspector.
02:36We will deselect our chart clicking the canvas anywhere, and that looks pretty good.
02:41Let's scroll down now towards the bottom where we see a 2-dimensional pie chart.
02:45Let's select it first by clicking once and go back to our Chart Inspector.
02:51Before we convert this to the 3- dimensions, notice down below we have options
02:55for exploding Wedges and changing the Rotation Angle. Let's rotate this a
03:00little bit so that our green slice is at the very top, at about 146 degrees.
03:05If we want to explode all the pieces, we don't select an individual slice.
03:09If you want to explode a single slice, for example if we want to single-out our
03:14blue slice for the year 2007, we click once to select the slice and then we can
03:19click-and-drag our Explode slider to the right to pull it away from the other
03:24pieces. Let's do about 17%.
03:28You can see a Shadow has been applied to the individual pieces of our chart.
03:32That's what's been set up already for this particular chart, but we can change
03:36that to the entire group or choose no shadow at all. Let's select None and
03:41that's for our individual slice now and let's convert this entire chart now to
03:453-dimensions, a 3D pie chart.
03:48First, we'll make sure that the entire chart is selected. This is our Total
03:51Costs by Year chart. You can select it from the Sheets pane. And now we can use
03:56our Chart Inspector to change the Chart Type. The current type appears at the
04:00top, a 2-dimensional pie. Remember the 3D options are on the right-hand side using this option.
04:05So let's go down to our 3D pie and select. And notice our Wedge is still is
04:10exploded out and we have now got a 3D version of our pie chart. So we might
04:16want to use the 3D Scene section that now appears to adjust our viewing angle
04:20for example. Drag up and down, left to right, until you achieve the desired angle.
04:26And again, we can adjust our Chart Depth as well and change the Lighting Style.
04:36Let's have it match our Column chart at the top, we'll select Glossy. So this
04:42makes it difficult to read some of the labels. So maybe we should go back to
04:47Soft Light. That's a little bit better and with a pie chart, we can also choose
04:51to show Bevels. So this can really enhance the edges of our pie chart.
04:56When we use our bevels, we can see the separators a little more clearly and
05:00when we are done, close the Chart Inspector and deselect by clicking the canvas.
05:04So remember when using 3D versions of your charts, you have got those
05:09additional 3D formatting options to enhance the look and feel of your charts.
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Linking charts to Pages and Keynote
00:00In Numbers '09 you can copy a chart and paste into a Keynote presentation or a
00:05Pages document. Let's work with our 3- dimensional pie chart that appears in our
00:10Energy Saving Plan spreadsheet. Click once to select it and copy it.
00:14Once you have copied the chart, you can move to the Keynote presentation or the
00:19Pages document to paste it. Let's switch over to Pages and use the file called EnergyTracker.
00:25We will move down to Page 2 and click below the title anywhere. Here is where
00:31we want to paste our chart. To do that, we can click the Edit menu or use the
00:36keyboard shortcut Command+V, choose Paste and you will notice the chart looks
00:41exactly as it did in our Numbers spreadsheet.
00:43This creates a link to the Numbers version, meaning if the Numbers table data
00:48depicted in that chart changes, we can refresh it here in Pages. Let's switch
00:52over to Numbers and make a change to the table itself.
00:56We will click in cell B2, which is under the Gas label next to 2007. Currently
01:02the value is 796.75, but we'll change that to 1200. When we press Return, we
01:09see the total change in the table and it also changes in our chart.
01:13Now before we can update our Pages document, we need to save our spreadsheet.
01:18So let's click File and choose Save to do that. Command+S is the keyboard
01:23shortcut and now we'll switch over to our Pages document.
01:26Currently, we don't see the change updated in this chart. What we need to do
01:31first is click once to select the chart, here you will see the Source, which is
01:36our Energy Saving Plan spreadsheet and just left of the name is a Refresh
01:41button. Click this button to update the chart where we'll see the new total and
01:47the slice of pie is adjusted for us.
01:50Notice also if you no longer wish to link this chart to the Numbers data, you
01:55can click Unlink. Let's click the Unlink button, which closes up our Link
02:00option and our chart is no longer linked to the Numbers data. So if we updated
02:04our table again, we would not be able to update the changes here, in this chart.
02:09Click once anywhere on the page outside the chart to deselect it, to see
02:13the end result better.
02:15So thanks to the ability to link charts, you will never have to duplicate
02:19efforts when you want to use a Numbers chart in a Pages document or a Keynote presentation.
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7. Working with Text and Numbers
Adding, removing, and selecting text
00:00When it comes to working with text in a table in Numbers '09, there are a
00:03number of time savers for adding, removing and selecting text.
00:08Let's use our Running Club Data spreadsheet where we have three tables.
00:12In the first table you can see we have some text appearing in the first column and
00:16down below we have an empty cell and at the very bottom where the word total
00:20should go -- the easiest way to add text is to click the cell where you want to
00:24add that text and type. Let's type in the word Total.
00:28Now, we'll click another cell to lock that in. Let's click cell A2 where
00:31January appears. Using Auto-fill, we can automatically fill cells and
00:37Numbers '09 will pick up a pattern. Let's move to the bottom right corner when the
00:41black cross appears, we'll click and drag straight down to automatically fill
00:45the remaining cells with the appropriate months. Numbers was smart enough to
00:50pick up that pattern.
00:52Now with these cells selected, we can copy them to fill other cells.
00:56Let's right click or Ctrl-click with a single button mouse and choose Copy, you can
01:02also use Command+C on the keyboard or use the Edit menu. Now, we'll click the
01:06first cell where we want this range to be pasted, in this case cell A2 of the
01:11second table called, Distance Run - Women and now we can paste. Again,
01:15Ctrl-click or right click the cell, or if you prefer use the Edit menu where
01:20you can also choose to Paste and Match Style.
01:23If the second table uses a different style, you will be able to paste the
01:26contents and match the style of the destination table. In this case the
01:31formatting is the same, so paste or Paste and Match Style will accomplish the same thing.
01:37Another option for copying selected cells is to move to the border and when the
01:41hand appears, click and hold your mouse button down to create that fist; you
01:47have now grabbed the range of cells. So we can move them to another location
01:51such as the third table, or if you want to copy them, hold down your Option
01:55key, let go off the mouse button first and you have copied the contents to that destination table.
02:02Let's deselect by clicking the canvas. And when it comes to selecting cells,
02:07there are a number of options, for example, if we wanted to remove the contents
02:11of the first column in the Goals table. We can click and drag straight down to
02:16select the cells and press Delete. So this works for a single cell or a range of cells.
02:23If you want to select a range of cells using your keyboard, click the first
02:27cell, in this case A2 in our second table, hold down your Shift key and click
02:33to select the entire range of cells from the first to the last. Now press your
02:37Delete key to remove those contents.
02:40Another option is to select specific text within a cell. In that case, you
02:45first select the cell by clicking, then click again to get inside. Now you can
02:50click and drag over portions of the cell and press Delete to remove just a
02:55portion. With Jan appearing we can now move to the bottom right corner and
03:00automatically fill with the short forms for each month.
03:03Let's copy those using the keyboard Command+C and now we'll click in the first
03:08cell of the next table, Command+V to paste. And we'll do the exact same thing
03:12for our third table. We'll deselect by clicking the canvas.
03:16So keep these shortcuts in mind when it comes to adding, removing and selecting
03:21text in a table in Numbers '09.
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Formatting text
00:00Formatting text in a table cell can be accomplished by selecting a single cell
00:04or a range of cells. Let's format some text appearing in our tables in the
00:09Running Club Data spreadsheet.
00:10We will begin with a single cell. Let's click cell A2 in our first table named
00:15Distance Run - Men. Here we see the abbreviation for January on the left side
00:19of the cell. With our cell selected, we can use the Format bar to both view and
00:25change a wide range of formatting options.
00:27Notice the first button displays the font family being used. We can click this
00:31button to see a long list of font family names listed in alphabetical order.
00:36Let's choose Arial Black. This updates the change instantly in our cell and the
00:41name now appears on the button.
00:43Let's say we want to make this a little bit smaller, we can access the Size
00:47button here. Let's change the point size from 12 points down to 11. We also
00:52have the ability to change the color of our text in this cell. Let's choose the
00:57Text Color button where we a list of swatches, but if you want to access few
01:02more colors, click the Show Colors button at the bottom to open up the Colors window.
01:06Now you have a wide range of opportunity to choose a different color. From the
01:11crayon box, let's choose a nice dark gray. When we are done, we can close the
01:16Colors window. We can also adjust alignment of our cell text. Notice the Left
01:21Align button currently appears shaded, but we can Center it or even Right Align
01:25our text. Let's choose Right Align to move it to the right side of our cell.
01:29Now we can adjust Vertical Alignment as well, if we were to adjust the row
01:34height for our table, we might want our text to be centered vertically.
01:38Currently, you can see the first button appears shaded indicating that out our
01:42text is going to be aligned to the top of our table cell.
01:46Let's choose center. Now if we were to move down, in between rows 2 and 3, for
01:50example, where we see the double arrow and drag this down. Our text remains
01:55centered in the cell vertically. Let's drag that up a little bit.
02:00And move on to the Format menu where we'll find some additional formatting
02:05options. Our cell still selected. Click Format. And at the top you will see Font.
02:10Let's try changing Capitalization. At the bottom of the sub-menu
02:15Capitalization appears a check mark next to None. The only capitalization we
02:19see is the capitalization we applied manually. But if we wanted this to appear
02:24in small caps, where each character is capitalized but the first character
02:28appears a little larger than the rest we would select Small Caps. It's a nice effect.
02:34Now there are some additional options available through the Text Inspector.
02:38With the same cell still selected click the Inspector button and ensure the
02:43Text Inspector is selected. Now with the Text button selected we can adjust the
02:48Color & Alignment from here as well. But we also have access to some Spacing
02:52options such as Character spacing currently defaulted at 0%. We can spread the
02:57characters out a little bit by dragging the slider to the right. Let's go to
03:01about 10%. Line, Paragraph Spacing and Margins applied to paragraph text, so
03:07we'll leave that for now and close the Text Inspector.
03:10Now the really nice thing in Numbers is if we like the end result of our
03:14formatting, we can copy it to other cells. So with cell A2 still selected,
03:20let's go to the Format menu and choose Copy Style. Now we can paste that style
03:27to the remaining cells in this column, click and drag from Feb down to Sep, go
03:33back to the Format menu and choose Paste Style this time. The same styling that
03:39we applied to our first cell is now applied to the remaining cells.
03:42Our style is still copied, so all we need to do now select the other cells in
03:47the other tables and paste it there as well. We'll repeat that for our Goals
03:53tables. And now deselect the table by clicking the canvas anywhere to view the
04:04end results better.
04:06So with Numbers '09 text formatting options, the possibilities are endless.
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Formatting numbers
00:00Formatting the numbers in a table allows you to make better sense of the values
00:04being displayed. Let's use this version of our Running Club Data spreadsheet to
00:09explore some number formats. The values we see in each of the tables in this
00:13spreadsheet are kilometers. But we really wouldn't know this by looking at the values.
00:19Well, we can change numbers to another format. One option is to select the
00:23cells first. Let's click and drag over all of the cells containing numbers in
00:27our first table named Distance Run - Men. And let's change the format by using
00:32the Format bar. Here you will find some predefined formats like Percentage and
00:36Currency, for example.
00:38The first button will display two decimal places. So let's select that one.
00:43Now you can see, each of the values has two decimal places. And in many cases
00:47numbers were entered using those decimal places. Some were not so we see 0s in those cells.
00:54Now we can also adjust the number of decimal places manually from the Format bar.
00:58Before we go there, check out the number that appears in cell C4, 56.56.
01:04Well, when we go up to our Format bar, we have two buttons one for increasing,
01:10the other decreasing the number of decimal places. Let's decrease this down to one.
01:15Click once and notice the number is automatically rounded up. Here in cell
01:21C4 where we saw 56.56, we now see 56.6. So that's done for us automatically.
01:29Well, we can also choose from other formats using the drop down button that
01:33appears on the Format bar. Click this button and from the pop-up menu, you will
01:36see some additional options like Date & Time formats, for example. When we
01:41click the canvas to close up that menu, we can also access additional formats
01:45from the Cells Inspector. Click the Inspector button, make sure the Cells
01:49Inspector is selected, and not only will you see the current format, in this
01:52case Number with 1 Decimal.
01:55You will also see information you maybe didn't know, such as Thousands
01:58Separator. It's turned on. So when we get into larger numbers we'll see commas
02:02for the thousands. And negative numbers will appear with a minus sign.
02:05We can change that of course. Click the button. Let's say we want negative numbers to
02:09appear in red in round brackets. Choose the fourth option.
02:13But we can also choose from other formats by clicking the current format Number
02:18and choosing from a different format on this pop-up menu. But really what we
02:22need is our own Custom format to display Kilometers. Well, with Numbers '09,
02:28you can create your own cell formats for displaying numbers with text or date and time values.
02:34Custom can be accessed directly from our Cells Inspector here, but it's also
02:39available from the drop down button we saw on the Format bar, or even from the
02:43Format menu. Let's choose Custom. Here is where we get to give our Custom
02:47format a name. The Name field currently has the default Custom Format 1 in
02:52there, if you don't have any Custom formats. And it's selected, so we can type
02:56right over it. Let's type in Kilometers.
03:00Now the Type, which defaults to Number & Text, is perfect for us. The only
03:05other option is Date & Time, so we'll keep it as Number & Text. And now down
03:10below we have a field where we can start adding elements. There is one already
03:14added for us and that's the Integers representing the actual numbers that will
03:18appear. We see a preview over here on the right hand side of what a number
03:23might look like with our current format. But we are going to change this.
03:27Let's click right in the field after the Integers element and we know we want
03:31one decimal place. So let's add the Decimals element by clicking and dragging
03:36it into the field. When you see the plus sign, release, and it gets added.
03:41There is an example of what a number might look like.
03:43Each of these elements has its own little drop down arrow. We can click that to
03:47see a pop-up menu. If you want Decimals to appear as Fractions, you could
03:51choose that. But really what we want to do is control the number of decimal
03:54places; we can do that by Adding or Removing digits or move directly to Number
03:59of Digits and select a number. Let's choose 1.
04:03Now we'll click after that element in the field and we want to add a space.
04:08So we'll drag the Spaces element into the field, when we see the plus sign,
04:12release. And we'll click after that space. And here is where we want some text.
04:18The short form for kilometers is km. Let's type km in lower case. Check out the
04:23preview over here. That's perfect.
04:25So to save our new Custom format and apply it to all of the selected cells in
04:31our table, click OK. When we do, it now appears in our Cells Inspector as
04:38Custom. In our table, you can see all of those numbers have been converted to
04:43this new format. Whenever you see a plus sign in a cell, it means we are not
04:47seeing all of the data.
04:49So in this case we might want to go in between the column headers at the top.
04:53In this case if we go between B and C and see the double arrows, we can double
04:57click to just stretch out that column to fit the widest entry. We'll do that
05:01for each of these and you can see that's perfect.
05:05Now the really nice thing about creating a Custom format is it's available for
05:09other tables in your spreadsheet. So for example, we can click and drag to
05:14select all of the numeric cells in our second table Distance Run - Women.
05:19And now we can apply our Custom format, it can be applied from the Cells Inspector.
05:24Or directly from the Format bar, click the dropdown button, you will see that
05:28Custom option there as well.
05:30So let's choose Kilometers to apply that format to our other table. Again, we
05:35see a couple of plus signs where we might want to automatically adjust the
05:39column width to display all of those values. One more table, we'll click there.
05:44Let's do it this time from our Cells Inspector, click the drop down button, and choose Kilometers.
05:53Let's close the Cells Inspector and we'll click on the canvas to deselect the table.
05:58And there is the end result. Of course you can have as many Custom
06:02formats as you want. And at any time if you want to remove a Custom format, go
06:06to the Format menu where you will see an option for managing Custom Cell
06:11Formats. Before you can do that though you will need to select a cell in at
06:16least one of tables.
06:17So let's go down to our first table Distance Run - Men, we'll select any one
06:21cell, go up to the Format menu, go down to Manage Custom Cell Formats, where
06:27we'll see our only Custom cell format called Kilometers. When you select it,
06:32the minus sign will allow you to remove it. Now when you click OK that cell
06:37format is no longer available. Although you will notice the cells that were
06:41formatted using it will remain.
06:44So even though Numbers provides us with several number formats, remember you
06:48can also create your own custom formats to suit your specific needs.
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Conditional formatting
00:00Numbers '09 allows you to format table cells based on conditions you set.
00:04Conditional formatting changes a cell's appearance when the cell contains a
00:08particular value, referred to as a test value.
00:11For example, let's say we want the totals in our Distance Run table in our
00:15Running Club spreadsheet to appear differently depending whether or not they
00:18are greater or less than the goal amount that appears in our Monthly Goal table.
00:23First, we need to select the cells to use our conditional formatting. In this case,
00:27 all of the totals for January through September.
00:30Once we've got our cells selected, we can create the rule either from the Cells
00:35Inspector or directly from the Format menu. Here, we'll select Show Conditional Format Rules.
00:41This opens up the Conditional Format window where we can first choose a rule.
00:45Click the button to display a number of rules to choose from.
00:48Let's say we want our numbers to appear Bold and Red if they're below the
00:52monthly goal. In that case, the rule we need is Less Than.
00:57Now, a field appears where we can enter the value or select the value.
01:01We'll click the Selection button and choose the cell A2 in our Goal table.
01:07It's inserted as an element in the field and now it's a matter of formatting.
01:12Click the Edit button to format the cell based on this rule.
01:15So if numbers are less than the value that appears in A2 of our Monthly Goal,
01:20we can change the text color and attributes, even the fill color used in the
01:25actual cell itself. Let's click the Text Color button, and choose a nice, bright red.
01:33We don't need it to be Italic. So we'll turn that off and turn Bold on.
01:37We see a sample on the right-hand side. When we're done, we click the Done button.
01:42You'll notice instantly some of the cells are formatted according to this condition.
01:47We can also add additional rules. Click the Plus sign to add another rule.
01:52In this case, numbers that are above the goal, maybe we want them to appear green.
01:56So in this case, we'll click the button and choose Greater Than and again we'll
02:01select the same cell from our Monthly Goal table.
02:06When we click the Edit button this time, we'll change the text color to a nice
02:11bright green. Let's again choose Bold and turn off Italics. When we click Done,
02:18you'll see the remaining numbers are all above the monthly goal and they are
02:22formatted in green.
02:24Now, using these two rules, any goal that is equal to the total, means no
02:30formatting will be applied and the number will not change.
02:33So when we're done, we'll click the Close button to close up Conditional Format
02:36window, and here's the cool thing. We can apply the style to other cells in
02:43other tables in our spreadsheet.
02:45So with the cell still selected, let's go to Format, choose Copy Style, and now
02:52select the cells in the Totals column for the Distance Run, Women table. Here,
02:59we want to paste that format.
03:00So we'll click the Format menu and choose Paste Style. Watch what happens.
03:05The same conditions are set for these cells in this column and in this case, only
03:11one number does not meet the monthly goal. The rest are above and appear green.
03:15Let's deselect the table by clicking the Canvas.
03:19So if you need cell contents to stand out when certain conditions are met,
03:23remember Conditional Formatting is now available in Numbers '09.
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Using special characters
00:00In Numbers '09, you can use the Mac OS X Characters window to insert special
00:04characters that don't typically appear on your keyboard such as mathematical
00:08symbols, letters with accent marks and arrows and more.
00:11Let's use our Milea Listing and Prospect spreadsheet to add a symbol after the
00:16word Milea in the title over our mailing list. First, we'll click once to
00:20select the text box. Then click again inside the text box after the A in Milea.
00:26Here's where we need to add a symbol.
00:28So to access the Special Characters window, we can do that from the Edit menu,
00:34and choose Special Characters. You can also access it from the International
00:38Flag that may appear at the very top on the menu bar. But once we've got the
00:42Characters window open, we now have a number of categories to sift through
00:47where we can find our special symbols.
00:50Here, under Symbols for example if we scroll down and select Letter Like
00:56Symbols or find the one we're looking for which is the Registered Symbol.
01:01Once selected, you can see character information down below, and even font variations.
01:06So if you want to choose a specific font that matches your font that's in the
01:10title in this case, you can scroll through the different fonts, and select one
01:14that looks good. Let's choose Bookman Old Style.
01:18Now with it selected, we see a preview. All we have to do is click the Insert
01:23with Font button to insert it into our text. Now of course this doesn't look
01:28good the way it is. We'll probably want to select it and make it superscript.
01:32So drag over the symbol itself and next, we'll go up to Format, down to Font,
01:39and over and down to baseline. Here, we can choose Superscript, which will
01:44change its size and move it up a little bit higher where it belongs, and we're
01:48done with the Characters window. Let me click the Close button.
01:52Now we can also use the Keyboard Viewer to add accent marks to characters.
01:56But first it needs to be enabled from our System Preferences. So let's click the
01:59Canvas to deselect anything. We'll click the Apple symbol, move down to System
02:05Preferences and click to open up our System Preferences window.
02:09Next, we'll select International. Then the Input Menu button to make sure our
02:14Keyboard Viewer is enabled. If it's not checked off, go ahead and click the
02:19check box to enable it. Now we can close our System Preferences window.
02:24As we look through the table here, we see a name where we could use some
02:28special accents. The last name Cote here is spelled without those accents.
02:33So let's click between the O and the T, and we'll take out the O with our
02:37Backspace key and now we'll access our Keyboard Viewer. Let's access it from
02:43the International Flag. We'll click Show Keyboard Viewer, which opens it up.
02:49We can move this around. Watch what happens when you hold down the Option key on
02:53your keyboard. The actual accents appear in orange.
02:57So for example if we want to select the accent that belongs over the O, we can
03:02click it right in the Keyboard Viewer and inside our cell now, you can see the
03:07symbol and it's shaded in yellow waiting for us to type in a character. We want
03:12the letter O. So we type the O and it appears with the accent over it.
03:17Let's repeat that for the E. We'll take it out, hold down our Option key, and
03:22you'll notice the accent we're looking for appears in the top-left corner.
03:26When you release the Option key, you'll notice that it's the Tilde on your keyboard.
03:31So you don't have to use the Keyboard Viewer, hold down Option, press the Tilde
03:36key on your keyboard to get the accent, and now we can type in the E to finish
03:41it off. When you're done with the Keyboard Viewer, click the Close button in
03:45the top-left corner.
03:48So thanks to the Character Palette and the Keyboard Viewer, we can insert a
03:52wide range of special characters and accents, not typically available from the keyboard.
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Using hyperlinks
00:00Numbers '09 can automatically recognize email and web addresses when you type
00:05them to create working hyperlinks and this can be particularly useful when
00:09sharing your spreadsheets electronically with others.
00:12Now we'll use our Milea Listings and Prospects spreadsheet, but the first step
00:15is to ensure Numbers is set up to recognize e-mail addresses in websites.
00:20So click Numbers and choose Preferences and then choose Auto-correction, and
00:25ensure there is a check mark next to Automatically detect e-mail and web
00:30addresses. Without a check mark, you won't automatically see hyperlinks created
00:35when you type in e-mail and web addresses.
00:38So with the check mark in there, we'll close up our Preferences window and now
00:43at the bottom of our current listing sheet, you'll see a text box. First, we'll
00:47click once to select the text box and now we'll click inside the text box where
00:51we want to type in our email address which is after the colon, before the word or.
00:57Now, as we type in an email address, let's type in Info @, and the at symbol is
01:04what Numbers uses to recognize an email address, type in milearealestate.com.
01:12Watch what happens when you press the Spacebar now to leave a space.
01:15Automatically the hyperlink is created and our text is formatted in blue with
01:20the underline to show up as a hyperlink.
01:23Now, the same thing will happen when we add a website at the end. We'll click
01:26at the end of our text string and type in www.milearealestate.com. When you hit
01:37the Spacebar again, a hyperlink is created.
01:40So let's click the Canvas anywhere to deselect our text box. Notice as you
01:45hover over these hyperlinks, you'll see the actual URL for the website and as
01:51you hover over the hyperlink for the email address, you'll see your
01:54mouse-pointer turn into a little hand. This means you can actually use the
01:58hyperlink. It works.
02:00So let's click our email address and what should happen is your default email
02:05application will load up with a brand new message, automatically addressed to
02:10the email address you typed-in waiting for you to enter a subject and the body
02:15of your message, and send that message off. You can close your default email
02:19application to return to the spreadsheet.
02:23So if you plan on sharing your spreadsheets electronically with others,
02:27hyperlinks can provide quick and easy access to websites and email correspondence.
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Checking spelling
00:00With Numbers '09, it's easy to check your spreadsheet for spelling errors.
00:04You can set the Spell Checker to flag spelling errors as you type, or you can check
00:09your entire spreadsheet or selected text at any time.
00:12Let's use this version of our Energy Saving Plan spreadsheet. We'll begin with
00:15checking spelling as you type. To turn this feature on, click the Edit menu,
00:20move down to Spelling and select Check Spelling While Typing. If you don't see
00:25a check mark that means the feature is not turned on.
00:29Now with the feature turned on, we'll test it out. Double-click anywhere in the
00:33text box containing the text Utility Costs, and click once after the word Costs.
00:37Here we'll add some additional text, leave a space and we'll type in the
00:42word analysis but we'll spell it incorrectly.
00:47Now when you move your cursor down or press the Spacebar or Return you'll
00:52notice that the word appears with a dashed red underline. This indicates a word
00:57that's not recognized in the dictionary.
01:00So one way to correct a misspelled word is to Ctrl-click or right-click it and
01:05choose from the pop-up menu. Let's try this with the word Analysis. Here you'll
01:10see some suggestions at the very top of the pop-up menu for the correct
01:14spelling of Analysis. In this case, the first option is the one we want.
01:18We can also access some other spelling features from this pop-up menu as well.
01:23Let's simply select Analysis to replace the incorrectly spelled word with the
01:28correct spelling of Analysis. Now we'll click the canvas to deselect that text.
01:34Now to turn Check Spelling as you type off, we would repeat the steps.
01:39When it's turned on, you'll notice other words in your spreadsheet with dashed
01:42underline. So if you don't like seeing that, go back to the Edit menu and down
01:46to Spelling and click Check Spelling While Typing to deselect or turn it off.
01:52Any words that appeared with that red dashed underline, no longer have it.
01:57All right, we can also check spelling one error at a time from our insertion point
02:01to the end of the spreadsheet. In this case, click Edit, move down to Spelling,
02:07and choose Check Spelling.
02:10Notice the keyboard shortcut is Command +; we'll keep that in mind as we move
02:15from one error to the next.
02:17When we choose Check Spelling automatically we are taken to the first error
02:21from our insertion point, which happens to be the word Pacme. In this case,
02:26it's not a spelling error. It's something that we want to ignore. So we simply
02:30use our keyboard shortcut to move onto the next one. Remember it's Command+;.
02:35This takes us to the next sheet, where we see the word Energy is misspelled.
02:41Now we can fix this by Ctrl-clicking or Right-clicking the word or if we know
02:45how to spell it, just simply click in between the N and the R, we'll add the E
02:50and now we are ready to move on to the next one.
02:53Again, Command+; will move us to the next word. Let's deselect by clicking the
02:59canvas anywhere. One other option is to check spelling and view suggestions
03:04from the Spelling window. So to do that we click Edit and move down to Spelling
03:10and this time, we select Spelling. The ellipses that appears after the word
03:14indicates we are about to open up a window.
03:17In this case, it's the Spelling window. And notice the first word it recognizes
03:22as not in the dictionary is the word Investments, down below you see that word
03:27not found in the spelling dictionary but down below there is one replacement
03:32option, one suggested correction.
03:35So our options now are to ignore that, which will skip over and move to the
03:39next word. We can also Learn this by adding it to the dictionary, it will
03:43become a word that is recognized and never stop at that word again, or we can
03:49simply go to the Next spelling error, but in this case with the only suggestion
03:54selected or highlighted, we can click Change which will fix the word and
03:59automatically move on to the next word in our spreadsheet that's not recognized in the dictionary.
04:05In this case, it's a proper name of our company and this would be ideal for
04:09learning. By clicking the Learn button we add it to the dictionary, so it's no
04:14longer considered a spelling error.
04:17Now keep in mind that other applications share the dictionary. So adding Pacme
04:23here in Numbers means it won't show up as a spelling error in Pages, Keynote
04:27and other Mac applications like TextEdit for example. If you want to remove a
04:32word that has been added to the dictionary, well let's close up our Spelling
04:36window and we'll go down to the word Pacme, right-click or Ctrl-click and
04:41you'll notice from the pop-up menu we can unlearn this spelling. Choosing
04:46Unlearn Spelling will actually remove it from the dictionary and we're back where we started.
04:51So using the Spelling options in Numbers '09 will help to ensure the accuracy
04:56of your spreadsheet text.
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Find and Replace
00:00You can find every instance of a word or a phrase in your spreadsheet, and
00:04optionally change it to something else using the Find & Replace functionality
00:08built into Numbers '09.
00:10Let's work with our Milea Listings and Prospects spreadsheet and let's say we
00:14need to locate our perspective client with the last name Cashman. One option is
00:18to use the Search pane. Click Edit, move down to Find, and click Show Search.
00:24Command+F is the keyboard shortcut. This opens up the Search pane at the bottom
00:28of our window, it's fully adjustable, and in the Search field we can type what
00:33it is we are looking for.
00:35So let's type in the name Cashman. Now if we are not concerned about
00:40capitalization or case we just simply type it in lowercase, cashman, and you'll
00:46notice there are two occurrences of the word. We can see their location not
00:50just the sheet but also the table, and when we click one of the results, let's
00:55click Cashman all by itself, it will highlight it in the table in that sheet.
01:00So this is a very quick way to locate specific text that we type it into the
01:05Search Field. Notice that we have a little drop-down button next to our
01:09magnifying glass. If we needed to Match Case or a Whole Words we could do it
01:13from here as well. We can also Clear Recent Search by clicking Clear or by
01:19clicking the Clear button in the right-hand side of this field.
01:25Now let's say the city known as Golden in our Milea Listings Prospects
01:29spreadsheet here should really be displayed as Golden City. Well, here is where
01:33Find & Replace comes in handy and we can access it from our Search pane.
01:38Click the Find & Replace button and you'll notice the Find & Replace window opens up
01:43with our last search in there, which is cashman, but it is selected or
01:47highlighted so we can type right over that what we are looking for.
01:51We type in Golden with a capital G. In this case, the matching of the case is
01:57important, so we'll click the checkbox next to Match Case. It shouldn't be part
02:02of another word either, so Whole Words should also be checked off. And notice
02:06we have some options for where to search for this word. The Entire Document or
02:11spreadsheet is the default. If we click this button, we could look through the
02:16Current Sheet Only or we also have the ability to search through Formulas and
02:20use Find & Replace functionality there.
02:23Entire Document is fine. Now we move to the Replace field and click to type in
02:28what it is we want to replace Golden with. In this case, it's Golden City.
02:35Now we have the ability to choose a single occurrence one at a time using the
02:40Replace buttons. We can move from one to the Next or Previous or for pretty
02:45confident that every occurrence of the word Golden; all by itself with the
02:49capital G, should be replaced with Golden City we can choose Replace All.
02:55Now in this case you'll see 16 occurrences were replaced and if we were to look
03:01at our spreadsheet by closing up our Find & Replace window, and scrolling
03:06through the various columns where City appears, notice that Golden has been
03:11replaced with Golden City. Let's move to our Current Listings. Here we see
03:16Golden City as well.
03:18So with the Search and Replace functionality available in Numbers '09, you'll
03:23be able to locate text, numbers, and even formulas quickly and easily even
03:27change what you are looking for to something else if need be.
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8. Working with Objects
Using text boxes
00:00When you need to add text to a sheet that's not going to be a part of the table,
00:04you can insert a text box. For example, to add a title to the top of our
00:09sheet in our Running Club Data spreadsheet, we have couple of options for
00:12inserting a text box.
00:13We can use the Insert menu or click the Text Box button that appears on the
00:18Toolbar. Now the text box is added to the middle of the sheet, using a number
00:23of default settings and of course, we can change any or all of these settings.
00:27It may be difficult to find, but once you find the text box, click and drag from
00:31inside the text box to move it. We'll move it to the top left corner of our sheet.
00:36Notice the guidelines that appear to help us line that up with other objects on
00:40our sheet. And now we can use the handles that appear on the left and right to
00:44change the size of our text box horizontally. Let's make it wider by moving to
00:48the right handle, when the double arrows appear, where we can click and drag to
00:52the right to increase its width. We can adjust the size vertically. There are
00:56no handles for that.
00:58But by adjusting the point size of the text inside our box or by adding so much
01:03text that it needs to wrap around, we can adjust the size of our text box
01:07vertically that way. So with our text box still selected, let's go to the
01:11Format bar and change the point size of our sample text, which is currently set
01:15to 11 points, up to 36. Notice the size of the text box now accommodates our
01:21larger text. Of course, we can add our own text, let's double click the word
01:25Text inside there and type our own, we'll type Running Club, and now we'll
01:32deselect our text box by clicking the canvas anywhere outside the text box.
01:36Notice we don't really see a box, just the text. So we can make enhancements to
01:41both the text and the text box itself. Let's go back to our text and click once
01:46to select the entire text box. If you want to change the Color of our text, we
01:51can use the Color button on the Format bar and choose a nice Dark Blue Color,
01:56and now we'll make some adjustments to the actual text box itself, beginning
02:00with the Border or Stroke.
02:02Notice it's currently set to None on the Format bar. We can choose the
02:06different Line Style by clicking this button. There are number of Line Styles
02:10and Frames to choose from. Let's choose this chalky one, near the bottom of the
02:14actual lines. Now, we can change the width or thickness of that line, I'll
02:20click the button currently displaying 6 points by default. Let's change it down
02:25to about 5 points and now we'll change the color of that stroke as well.
02:29Click the Color button, and we'll get the matching dark blue color.
02:35Now, for the inside of the text box, we have a number of options such as the
02:38Fill button, we'll click that to choose a nice light green fill color and we
02:43can adjust the Opacity of our text box making it see through. A 100% means
02:48there is no Opacity here, but we can adjust that to make it somewhat
02:51transparent, let's choose 90% and it's somewhat see through now.
02:55We can also adjust the Shadow and Reflection options by turning them on, click
03:00the checkbox next to Shadow to see a shadow appear. Let's turn it off by
03:05clicking the check box again and choosing the Reflection check box to see what
03:09that looks like. Now, if you want to make further adjustments, you can access
03:13the Graphic Inspector. Click the Inspector button and make sure the Graphic
03:17Inspector is selected. You will see some with your current settings here, such
03:21as the Color Fill, the Stroke and if we want to turn the Reflection off, we can do it from here.
03:25Turn the Shadow On and now we can make adjustments to the Shadow, for example,
03:30the Offset, how far away the shadow appears from our object. We can bring it
03:35closer, by clicking the Down button or we can move it further of the page by
03:40clicking the up arrow. Let's move it to 14 points. We can adjust the Angle of
03:45our Shadow, as if we were adjusting the lighting source itself. We can make it
03:50blurry or not so blurry and we can adjust the Opacity of the Shadow as well,
03:59we'll bring it down to 40%.
04:01When we are done with the Graphic Inspector, we can close it up and let's
04:05deselect our text box by clicking the canvas anywhere and there is the end
04:10result. Now, one more option for adding a text box is to draw it yourself.
04:14In this case, hold down your Option key on the keyboard and click the Text Box
04:19button on the Toolbar. No text box is added, but when you move down onto your
04:23canvas, you will Notice you have got an eyebeam.
04:26So now you can actually click and drag to draw the text box. We'll make it
04:31about the same width as our current text box and we can add our own text.
04:37Let's type in 2009 and we'll center that as well, click the Center button on the
04:42Format bar and now we'll click the canvas anywhere to deselect. Click again to
04:48select the text box and make some minor adjustments to the width to make sure
04:53it's lined up perfectly with our text box above. Again, we click the canvas to
04:58deselect the text box.
05:00So whenever you need to add text to a sheet that's not going to be part of the table,
05:04remember the text box and all of the text box options that go with it.
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Copying text to a text box
00:00You can create a text box in a Numbers spreadsheet from existing text in other
00:04applications. For example, if we have some existing draft text in a TextEdit
00:09text file, we can copy that from the text file into our Milea Listing and
00:13prospects spreadsheet here.
00:15First, we'll switch to that document. It's called Milea_Draft_Text and it's a
00:20rich text format document. Next we select the text we want to copy. Let's click
00:26and drag across the first paragraph only and we'll copy that either by clicking
00:31Edit and choosing Copy or use the keyboard shortcut Command+C, with our text
00:36copied now we switch back to our Numbers spreadsheet and we'll paste it.
00:41Now if we want to keep the style from our text file, we can just choose Paste,
00:45but we wanted to match the style of our spreadsheet, click Edit and choose
00:50Paste and Match Style. A text box is automatically generated and the text is
00:56inserted inside that text box. So all we need to do now is resize our text box
01:02and move it into position. We can manipulate this text box like any other text
01:07box in a Numbers spreadsheet. Deselect the text box by clicking the canvas to
01:13see the end result better.
01:14Now if you already have text in a text box in another application like Pages or
01:19Keynote for example, you can copy the entire text box over. Let's switch to our
01:23Pages document called Milea Brochure. Here we have got some text in the text
01:30box, so that we can select by clicking once and now we'll copy that either from
01:34the Edit menu or Command+C if you prefer using the keyboard shortcut.
01:39Now we'll switch back to our Numbers spreadsheet and let's go to the current
01:44listing sheet by clicking it in the Sheets pane, we'll click Edit and this time
01:49we'll choose Paste to keep the original styling, we won't match the style of
01:53our current spreadsheet, Command+V is the keyboard shortcut for that. Notice it
01:57appears down here below our images and again we could resize this and position
02:03it accordingly and deselect when we are done.
02:12So remember, if you wish to add text in a text box in Numbers and that text
02:17already exists elsewhere, there is no need to retype. Copy the text from any
02:21other application to paste it into a text box in Numbers.
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Paragraph formatting
00:00There are a number of paragraph formatting options in Numbers '09 for improving
00:04the appearance and readability of text boxes that contain paragraph text.
00:09Let's use our Milea Listings and Prospects spreadsheet. We do have a text box on our
00:13Sales datasheet containing some paragraph text.
00:16Now, to make this text more attractive and easier to read, we must first select
00:21the text box, so I'll click once to do that. Now, changes we make to paragraph
00:25formatting will affect the entire content. We would need to select specific
00:30text inside the text box to modify parts of the text box only.
00:35But with our entire text box selected, we are going to access the Text
00:39Inspector, click the Inspector button and make sure that Text Inspector is
00:43selected. Here we can adjust things like the color of our text and alignment,
00:47but down below we have some Paragraph Formatting options. We have Character
00:52Spacing, which is fine the way it is, but Line Spacing, you can see its set to 1 or single.
00:58Now, if we want to spread this text out a little bit vertically, we can adjust
01:01the line spacing. We can use the up and down arrows to adjust it. You can take
01:05in a value or use the slider. Let's drag the slider to the right, until we hit
01:101.2. Now, in the background you will Notice the text is spread out and in fact
01:16it no longer fits inside the text box. We know this by the Plus sign that
01:20appears at the bottom. But we can click and drag that Plus sign down until it
01:25disappears, so we can see the entire contents.
01:29We can also adjust the spacing before and after paragraphs. Notice that inside
01:34this text box we actually have two paragraphs. A Return was pressed after
01:39Denver-based agency, but there is no extra space. Sometimes people will press
01:44an extra Return to create that space. But better than that is to adjust the
01:49spacing before and after paragraphs. Let's drag the slider here to the right to
01:55increase the space after each paragraph. That means after a Return, we'll move it to 5 points.
02:01And you can see that extra space there now, separates our two paragraphs
02:04nicely, again making it a little bit easier to read. The other thing that might
02:09be bothersome is how close our text is coming to the edges of our text box.
02:13That's called the Inset Margin. It too can be adjusted using the slider or the
02:18up and down arrows or by simply typing in a value. Let's use the slider, so we
02:23can see the changes on the fly.
02:25As we drag to the right, you can see extra space is being created between the
02:30text and the border of the text box and of course as we move to the right to
02:34about 4 points, we can no longer see the entire contents, so the Plus signs
02:40reappears and we can click and drag that down until it disappears to read the
02:44entire content. Let's close the Text Inspector. We can adjust our text box.
02:54And once we've got in looking exactly the way we want, we can deselect by clicking
02:58the canvas anywhere to view the end results a little bit better.
03:02So, this is now much easier to look at and read. Remember these Paragraph
03:07Formatting options to improve appearance and readability when working with
03:10Paragraph Text in a text box.
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Creating bulleted and numbered lists
00:00When you need to create a list in your spreadsheet, Numbers provides
00:04preformatted bullet and numbering styles for creating a simple or ordered list.
00:08Let's use some existing text in the text box here, in our current listing sheet
00:13of our Milea Listing and Prospects spreadsheet. And when you have already got
00:17the text entered you can select the text first and create a bulleted or
00:20numbered list from there. So one click selects our text box. You can click
00:25again to get inside and now we are going to click-and-drag from our first point
00:30to the end of our third point and you'll even see where the hard returns were
00:35typed to create the separation between these points.
00:38Numbers is going to use those hard returns to create separate bullet or
00:42numbered points. So with our text selected now we can access the Text
00:46Inspector. Click the Inspector button, let's move it out of the way. So we can
00:50see our text. And now we'll click the Bullets button of the Text Inspector.
00:55And here you'll see No Bullets have been turned on.
00:58But of course that can be changed by clicking the button. We can use Text
01:02Bullets for example. When you choose Text Bullets automatically the default
01:06bullet appears. It's a black dot. But of course, you can choose other Text
01:11Bullets by clicking the drop-down button. Maybe a star would look good.
01:15We can change the color of those bullets as well, click the Color button and from the
01:20Colors window let's just choose a nice bright orange here. Close the Colors
01:25window. You can see they really stand out.
01:27We can also change the Alignment and Size of those bullets. So if we want to
01:31make them a little bit bigger, we can use the Up arrows. We could also change
01:36their Alignment. Right now, they are right beside our text. If we want to raise
01:39them up a little bit we could. Now we can even adjust the space between our
01:44bullet and the edge of our text box, as well as, the space between our bullet
01:48and our text. Let's bump these both up to 0.25 and you can see that's far too much.
01:54So in that case, we might want to click the down arrow to set them back to zero.
01:57And click-and-drag inside the first box and we'll type in 0.1. You can
02:03add your own value. Press the Tab key on your keyboard to move to the next field.
02:07We'll try 0.1 there as well and press Return. You can see that looks a
02:11little bit better. So our points really stand on their own and those bullets stick out.
02:16Let's try a different type of bullet now. When we click the button that now
02:20displays Text Bullets, we can choose Image Bullets. Notice now we have got a
02:25series of images. We can choose from like checkboxes and pushpins. Let's move
02:31up near the top and choose the gold sphere. That's kind of cool.
02:35It's 3-dimensional. We can adjust Alignment and Size of that as well.
02:39Notice the Bullet Indent and Text Indent stay and that's fine. If you prefer to
02:44number of the items on your list, click the button now that displays Image
02:48Bullets and choose Numbers or Tiered Numbers. In this case we don't need Tiered
02:53Numbers. Numbers will be fine. And now we can choose the Style. When we click
02:58the Style button you can see there is a number of numbering styles like Roman
03:02Numerals, for example. Let's select that one.
03:06Again, we can choose Number Indent and Text Indent or I think we should just go
03:13back to that Image Bullet. It probably suits this particular list best.
03:20Let's close our Text Inspector. And now what's kind of cool is Numbers knows that
03:25Bullets have been turned on so we can click after the last item, right after
03:29the word features, and when we press Return on the keyboard, we get a brand new
03:33bullet if we needed to add an additional point. If you need to remove a bullet
03:37just use your Delete key to backspace a couple of times back to the previous
03:42item and that's where we started.
03:44So whenever you need to list items or show order create a Bulleted or Numbered list.
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Working with shapes
00:00With Numbers '09, you have access to a variety of predrawn shapes that can be
00:05added to your spreadsheets. You can insert circles, rectangles, stars, speech
00:09bubbles, arrows and more.
00:11So let's add a shape to our Running Club Data spreadsheet here. Perhaps an
00:14arrow pointing upward, under our Monthly Goal table would look nice.
00:20First we'll go to the Shapes button, click once to view a number of different
00:24predrawn shapes to choose from including lines, even lines with arrowheads.
00:29Then we get into some filled shapes like rectangles with square corners or
00:33rounded corners, we have got the ellipse for creating circles, we have got
00:37triangles, we have got thick arrows. There is also speech bubbles down below.
00:41Let's choose a nice thick arrow. A default arrow is placed on our spreadsheet.
00:46We can move that around by clicking-and- dragging from the center, we'll move it
00:50down to the bottom right corner of our sheet and now we can make a number of
00:55adjustments to make this shape standout. Let's start by changing the Fill and
00:59Line attributes. This can be done directly from the Format bar.
01:03First of all, you will see the Stroke is selected as a thin line, it's 1 point
01:08and the color is black. Well, let's turn the Stroke right off. We'll click the
01:12Stroke button and choose None. But we'll change the Fill by clicking the Fill
01:17button and let's choose a nice dark green. This will kind of match our spreadsheet.
01:22We can adjust the Opacity of this as well to make it somewhat see-through.
01:26Let's choose 80%. If we wanted to, we could add a shadow at this point.
01:31Now we can also access a number of options from various Inspectors that are available
01:36to us through the Inspector button, we'll click that first and choose the Graphic Inspector.
01:41Here you can see the Color Fill that we've selected and the Color, no Stroke
01:46and the Shadow has been turned on. If we wanted to adjust the Angle, we could
01:49do that by using the rotation handle or type in an exact number of degrees to
01:54rotate. We can also adjust the Offset to bring it further off the page or
01:58closer to the page, let's bump it down to 10 points. We'll leave the Blur and
02:03Opacity as it is. We can also add a Reflection from here but let's just keep
02:08the shadow for now.
02:09If we want to rotate this, so it's pointing up towards our table, we'll then
02:13use the Metric Inspector. With the Metrics Inspector selected, you will notice
02:18down below we have a rotate handle here as well and the current Angle is set to zero.
02:23Now we could try to rotate to exactly 90 degrees or if you prefer,
02:28go inside the field, click-and-drag whatever is there and type 90. When you press
02:32Return, it will be a perfect 90-degree angle.
02:35Let's close our Metrics Inspector now. And with our shape selected, we see a
02:40number of handles around the outside, a little blue handle on the inside for us
02:44to adjust the width and height of the actual stem of the arrow. So let's move
02:48there when we see the four-sided arrow, just make it little bit thicker and
02:52we'll increase the size or height of our arrow by dragging the handle at the bottom or the top.
02:58We will move it into position, get it lined up nicely with our Monthly Goal
03:03table and the other neat thing is we can totally change the shape by making
03:09this shape editable. We can do that from the Format menu. Click Format, move
03:14down to Shape and choose Make Editable.
03:17Now you will see red handles around the outside that will allow us to totally
03:21change the shape of our arrow. Let's start at the bottom right corner.
03:25The bottom right corner has a red handle that we can drag out. Let's line it up
03:30almost with the handle that appears on the point of our arrow. We'll do the
03:35same on the left side to make it symmetrical and we'll deselect now by clicking
03:40the canvas to see the end result; that's kind of cool.
03:43The other thing you can do with Shapes is add text to them. Just double-click a shape.
03:47It may turn on its side for you to type in your text. Let's type in, the
03:52word REACH! You will see the default font and font attributes but we can
04:00click-and-drag over that text and make some changes here as well.
04:03Let's change it to 24 points, let's change it to white as well. And now watch
04:11what happens when we click the canvas to deselect our arrow, it flips it back
04:15to the degrees of rotation we selected a moment ago and we have got our text inside.
04:21So shapes can add visual interest to a spreadsheet and with Numbers '09,
04:25the shapes you can add or create are limitless.
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Adding and adjusting images
00:00An image can add visual interest to a spreadsheet and help tell a story.
00:04With Numbers '09, you can insert all kinds of images including TIFFs, GIFs, and JPEGs.
00:08You can add PDF images, PSD files, EPS and PICT files.
00:14So let's insert an image of the house at 1871 Meadow View Drive. There are a
00:19number of different ways to retrieve an image. If the photo has been uploaded
00:23to iPhoto, you can access it through the Media Browser by going to your photos.
00:27But if you haven't done that, you can also retrieve it by dragging it from a
00:31Finder window or click the Insert menu and select Choose. This will allow you
00:38to navigate to the folder where your image resides.
00:41In our case, in our Exercise Files folder. The file that we are going to bring
00:46in is a JPEG file called 1871 Meadow. So I'll select that and click Insert to
00:52insert it into your spreadsheet.
00:55Now of course, there is a number of things we can do with this image, such as
00:58resize it and move it into position. Notice the handles around the outside.
01:03Let's start by resizing from the top right corner. When you see that double
01:07arrow, you can click-and-drag to change both the height and the width of this image.
01:13Now to move it into position, we click- and-drag from the center of the photo
01:16anywhere. We'll try to line it up best we can with the others. You may need to
01:21adjust the size a little bit further.
01:24Now once we have got it into position, there is more we can do. A really nice
01:28feature of the iWork '09 application including Numbers '09 is that we can
01:32adjust the quality of an image without leaving Numbers to use a photo editing
01:36application. With our image still selected, click View and choose Show Adjust Image.
01:45This opens up the Adjust Image window where we can adjust things like
01:48Brightness and Contrast. If you find the image is a little bit dark, you might
01:52want to adjust the Brightness slider to the right, for example, to lighten it up.
01:56You can also increase or decrease the Contrast. Saturation, Temperature and
02:02Tint allow us to work with the color in our photo. We can adjust the Sharpness
02:07as well, the Exposure.
02:08If it seems to be little bit over- exposed, we can drag the slider to the left,
02:12for example, to bring that down a little bit. We have even got the Levels at
02:17our disposal. And if you simply want to enhance the image without worrying
02:21about all those sliders, click the Enhance button and it will automatically be
02:25enhanced and you will see the Levels adjust automatically. You can reset back
02:29to the original image at any time but when you are done, click the Close button.
02:34Now we'll deselect the image by clicking the canvas anywhere. And as you can
02:39see, adding and enhancing images in Numbers '09 can really add interest and
02:43information to your spreadsheets.
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Masking objects
00:00Cropping an image usually means cutting parts off, but in Numbers you can crop
00:04images without actually changing the image files by masking the edges instead
00:09to get rid of unwanted parts.
00:11Let's say we want to focus more on the house here at 1871 Meadow View Drive and
00:16we want to mask out the edges that appear around the outside of this image.
00:19Well in that case, we first select the image, then click Format and from the
00:25Format menu, select Mask. When you choose Mask from the Format menu, you are
00:30choosing the default shape to mask with, in this case the rectangle.
00:34So you can see the rectangle and the mask and we can modify now the image
00:39itself as well as the mask. So for example, if we move down to the slider that
00:43appears with our Mask tool, we can click and drag that to the left to allow us
00:48to see more of the house.
00:51We can also go inside the mask and move that image around. So we can move the
00:57part of the house we want to focus on into the mask and when you click the Edit
01:02Mask button, you have the ability now to resize your image without affecting
01:07the mask. Once you have got it looking the way you want, then deselect by
01:14clicking anywhere on the canvas to see the end result. That looks pretty good.
01:19Now that default mask, which is a rectangle in shape is only one option.
01:24You can actually choose any type of predefined shape if you want as a mask and
01:29you do that by first selecting the image.
01:32Let's focus this time on the house at 2799 Camino Court. Click that image first.
01:38This time we'll go to Format and choose Mask with Shape. Then you will
01:43see all of those predefined shapes available in Numbers '09 including a Rounded Rectangle.
01:49So if you want rounded corners for example, you would choose this shape.
01:52Now you will see down below, we have got our mask. Of course, it needs to be
01:56adjusted and moved around. Let's size it first of all and we'll move our image
02:02inside the mask and if we want to use the slider to increase or decrease the
02:08size of the image until we get it exactly where we want, we can then click Edit Mask
02:15to move this into position and resize it.
02:22Notice the rounded corners. If at any time you need to get back in there to
02:26make some adjustments, for example, we are seeing a little too much of the lawn
02:29down below, click Edit Mask again and make the adjustment. When you are done,
02:34click the canvas to deselect.
02:37Now you will notice that the image has rounded corners instead of those square
02:41corners that appear by default. And you can even mask an image with a shape
02:45that you have already drawn. Notice in this spreadsheet, we have got a pre-drawn shape.
02:49So if we want to use this as a mask, first we select the image that we want to mask.
02:53Let's click the image at 1630 Maxwell Street. Hold down your Shift key
02:58and select the shape by clicking and now when you go to the Format menu,
03:03you will notice an option to Mask with Selected Shape. Go ahead and select that one
03:09and you will notice the shape stays over there on the right-hand side, but of course,
03:12you can click and drag to move that on top of your image right where it needs to go.
03:19You still have the slider and the Edit Mask button if you need to make
03:22adjustments. When you are done click the canvas to deselect and view the end result.
03:27Now each time you select an image that has a mask, those tools will
03:31appear. So you can always adjust the mask or simply adjust the image itself and
03:38deselect at any time.
03:40So although there is no Cropping tool in Numbers '09, you can achieve the same
03:45effect with your images by using the various Masking options.
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Using Instant Alpha
00:00If you want to remove part of an image such as the background for example, the
00:04Instant Alpha tool lets you make parts of an image transparent in order to
00:08achieve this effect. Let's work with the photo in this version of our Running
00:11Club Data spreadsheet to remove the sky that appears in the background.
00:15First, we need to select the image. Click once to do that, then click Format
00:20and choose Instant Alpha. Now we can click the color we want to make
00:25transparent and then drag slowly over it. We'll start in the top left corner of
00:29our image. Click then drag down and across and you will notice parts of the
00:33image are highlighted.
00:36If we drag too far, you will notice parts of our runners are actually selected
00:39and will be made transparent, so we can control the amount of the image that is
00:44made transparent by increasing or decreasing the selected area.
00:50When you release, that portion of the image will be made transparent. Now you
00:54get the best results removing solid colors with clear boundaries around them.
00:58To remove areas that are less distinct, we select a smaller area and repeat the
01:03process as many times as necessary.
01:05So let's go in between our first two runners, we'll click and drag from there
01:10and you will notice a lot of the background is now selected. None of our
01:14runners have parts of them selected, so when we release, we have removed the background.
01:20One little trick, if you hold down the Option key while you drag, all instances
01:23of the color that you are dragging over will be removed, not just contiguous areas.
01:27Now if you need to start over with the image still selected, click Format and
01:33you can remove the Instant Alpha. So if you do make a mistake, this is a great
01:37way to start over. Select our areas, repeat the process as necessary and when
01:47you are done click the canvas anywhere to see the end result. Now that looks pretty good.
01:53With Instant Alpha, you can edit your images to create transparency without
01:57ever leaving the Numbers '09 application.
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Inserting media files
00:00You can add audio and video files to a spreadsheet in Numbers '09. This can
00:04help to tell a story, provide additional information or simply add interest to
00:08your spreadsheet. Let's add an audio file to our Running Club Data spreadsheet
00:13that will allow viewers to hear the proper pacing to reach their monthly goals.
00:18Now to insert an audio or a video file, you can use the Insert menu and simply
00:24choose the file you are looking for. We have added an audio file to the
00:28Exercise Files folder called Jogging. Or if you have got a Finder window open,
00:32you can simply drag the file from Finder into your spreadsheet. Or if you have
00:37added the file to iTunes, in this case an audio file, you can access it from the Media Browser.
00:42Click the Media Browser to open it up and make sure Audio is selected.
00:47This will show you a list of playlist and files you have in iTunes. And if you have
00:52added it, it will appear there. You can simply click and drag it from iTunes
00:56onto the canvas and release.
00:59If you are working with video files, you would use the Movies button. And from
01:03here you would see different movies that you have worked within iMovie.
01:09When you are done with the Media Browser, simply close it up. Notice we have got a
01:13speaker icon now on our canvas representing the audio file we just brought into the spreadsheet.
01:18So now we can adjust this by moving it into the proper position. We can use the
01:23handles to resize it. And now to actually play the audio file we can double click.
01:28(Sound of footsteps.)
01:33To stop the audio file, just click the canvas anywhere. It is always a
01:36good idea to add some instructional text telling people what to do to hear the audio file.
01:41Now we can also get more control over this file using the QuickTime Inspector.
01:47First, we need to select the icon. Then we'll click the Inspector button on the
01:51Toolbar and ensure QuickTime Inspector is selected. With the QuickTime
01:56Inspector, we can control how our audio and video files play.
01:59For example, with our icon selected, we can see the total playtime, almost 19
02:06seconds. But we can also cut that off if we want to shorten it by dragging the
02:11handle from the right inwards. If there are parts at the beginning we want to
02:14cut off, we can drag that handle inward as well. We'll always see the total
02:18playtime down at the bottom.
02:20And if we want to hear that, we can click the Play button from here.
02:23(Sound of footsteps.)
02:27Press Pause when you want to pause play. Other things you can do include looping.
02:32Right now you will see under Repeat it says None. But if you want this audio
02:36file to continue playing when it reaches the end, click this button, and either
02:40choose Loop which will loop back to the beginning, or choose Loop Back and
02:44Forth which will actually play the file backwards when it reaches the end and
02:48continue to go back and forth. Loop is a good idea for this particular audio file.
02:53We can also adjust the Volume from here. If you find its a little too loud,
02:57drag this slider to the left, test it out with the Play button.
03:00(Sound of footsteps.)
03:03Press Pause and adjust as necessary. If you're working with a video file, you can even select
03:10a Poster Frame. This little slider allows you to move through the video file to
03:14choose the frame that will appear on the spreadsheet. In that case you wouldn't
03:17see a speaker icon with a video file.
03:20When you are done with the QuickTime Inspector, close it up. And deselect the
03:25icon by clicking on the canvas anywhere.
03:27So adding multimedia such as audio or video to your spreadsheet can add some
03:32additional information and real excitement for those viewing your spreadsheet electronically.
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Aligning and layering objects
00:00When you begin to work with multiple objects on a sheet, it will become
00:03important to know how to group them together, get them aligned up and in the
00:07right order. In our Milea Listing and Prospects spreadsheet you can see we have
00:11a number of different objects. We have got tables and images, shapes, text boxes.
00:16Let's first discuss how to stack objects in the right order. Notice that our
00:21Camino Court address has a shape that was drawn on top. It was the last thing
00:25to be added, so naturally it appears on top of our image that's in behind.
00:30Well, if we need to get this in behind our image, we first need to select it,
00:35now we can go up to the Arrange menu and we can choose Send Backward which will
00:40send it one step backward. If it was the last thing to be drawn, it would be as
00:44though it were the second last thing to be drawn.
00:47But if we really want to make sure that it goes right to the very back in
00:50behind our image, we can choose Send to Back. It will be as though it were the
00:54first object added to our sheet. Let's do that. Now you can see, it's nicely
00:59tucked in behind our image. Looks like we need to get things aligned up now.
01:04One option is to drag images manually and line them up using the Guidelines
01:08that appear. For example, with our shapes selected still, we can drag that over
01:13to the left and you will see little blue lines appear as we line up with other
01:17objects on our sheet.
01:18The one we are concerned with is the image itself. So when we move our shape in
01:23behind the image and we see lines going up and down and left or right through
01:27the image, we know its perfectly centered and we can release. And things are
01:31perfectly aligned up now. Let's deselect by clicking the canvas to see the end result better.
01:37Now another option is to let Numbers line things up for you. Let's go to the
01:41left side of our sheet where we see the image, shape and address for Meadow
01:45View Drive are not really aligned up very well.
01:48We will start with the image and the shape in behind. First, we'll click once
01:53to select the shape, now hold down your Shift key to click the image, you have
01:56now selected both and you can tell by the handles that appear around both objects.
02:01To line them up, we can go to the Arrange menu, move down to Align Objects
02:06where we can choose from both horizontal and vertical alignment options. Well,
02:10in this case we want then horizontally centered so we'll choose Center. And now
02:15we'll go back, both objects still selected click Arrange, Align Objects and
02:20align them vertically in the middle as well. When we choose Middle notice how
02:25both objects are perfectly aligned up.
02:28What's not aligned up perfectly now is the address that appears down below.
02:34So you could include that in the alignment or simply click and drag the text box
02:39until it appears centered underneath our image. Notice that it's also aligned
02:44up nicely with the other addresses over to the right. When we click the image
02:48above Meadow View, notice that its not aligned up with the other images neither
02:53is the shape. So let's talk about the advantages of grouping objects together.
02:58We will start with our shape and our house, the image that appears on top of
03:04the shape and grouping those together as a single object. Well, we know we can
03:09click the shape in the background, hold down our Shift key and select the image
03:12to select both objects. Now to make them as one object let's go to the Arrange
03:17menu and choose Group.
03:21Now you will notice one set of handles around the outside. Which means we can
03:25click and drag this as though it were a single object to get it aligned up with
03:29the other images over on the right hand side.
03:33Let's go over here to our Camino Court, when we click the address the text box
03:38is selected, when we click the image, it's selected, click the shape, it's
03:41selected. Three separate objects, to group them together as one, we can use the marquee select.
03:48So click, drag across, and make sure you have drawn a marquee that touches both
03:54the shape and the image and then move down still dragging until you see the
03:59text box gets selected as well. You don't need to encompass the entire object,
04:04just touch any part of those objects.
04:06Now with all three selected, we can group them together. Click Arrange and
04:11choose Group. So we want to make sure that these objects are also grouped
04:15together, hold down the Shift key while clicking the address, and we'll group them as well.
04:21So now with all of our images and addresses grouped together, if we click the
04:25last one, for example, we see a single set of handles. We know that works for
04:30Camino Court as well and the others. It's time to get these aligned up properly
04:34and distributed properly.
04:37Let's use our marquee select to click and drag from the left side all the way
04:41across to the right side, so all four of our images and addresses are selected
04:47together. Now we can go up to Arrange, Align Objects, and in this case
04:53horizontally we want them to stay where they are, vertically we want them
04:58aligned up in their Middles.
05:00Everything shifts nicely. But they are not very well spaced, are they? So let's
05:05deselect by clicking the canvas and we'll move this outside object over to the
05:10left until its aligned up with the right edge of our table, see that blue line
05:15appear indicating its aligned up with the right. We'll make sure our image on
05:18the left is also aligned up with the left edge of the table above.
05:22And now we can let Numbers distribute these images in between our first and
05:26last images by first selecting all of them, marquee select, this time we click
05:32Arrange, move down to Distribute Objects. And we want to distribute them
05:37horizontally on that line. So click Horizontally and you will notice they are
05:42perfectly spaced together in between the first object on the left and the
05:46object on the right hand side. We'll deselect by clicking on the canvas.
05:51So when you are working with multiple objects, it's good know Numbers provide
05:55several tools under the Arrange menu to help you stay organized with stacking
05:59order, grouping, alignment, and distribution commands.
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9. Sharing Spreadsheets
Printing a sheet
00:00Printing your spreadsheets in Numbers '09 remains a popular option for sharing
00:04your work with others. But there are a number of options to consider when printing.
00:08So let's explore them now with our Milea Listings and Prospects spreadsheet,
00:12which as you can see from the Sheets pane is made up of several different
00:15sheets. We'll start with our Sales data sheet selected.
00:19To fully understand how our spreadsheet is going to print, we should switch to
00:22Print View. We can do that from the Status Bar at the bottom of the window.
00:25Click the Print View button.
00:27Now, we can see the number of sheets of paper it's going to take to print out
00:30the data for our selected sheet called Sales Data.
00:34To really get a bird's-eye view, we can zoom out. Click the Zoom Level button
00:38and switch down to 50%. As you can see, it's going to take four sheets of paper
00:43to print out the contents for our Sales data sheet.
00:46But we can use the Content Scale slider to scale our data down to fit onto two
00:51sheets. We'll go down to 96%. Now, we would adjust the other sheets if we plan
00:56on printing all of the sheets in our spreadsheet. Then we'd be ready to print.
01:01Click File and choose Print or from the keyboard, Command+P. This opens up the
01:06pop-up menu for printing. Notice your default printer will appear at the very top.
01:11If you've got multiple printers connected, here's where you go to select a
01:14different printer, as well as any presets you've set up.
01:18Let's adjust the copies if we're going to be in a meeting where we need to
01:21share with other people in the meeting. We might need say 10 copies.
01:24We can type over what's there. With multiple sheets and multiple pages, it's important
01:30that Collated remains selected if we're going to choose a large number of
01:34copies. This way, we don't have to manually sort all of the pages and put them
01:37in order. Numbers will take care of that for us.
01:40We can choose which pages to print. We'll keep all. Down below, we'll see some
01:45Numbers options. For example, do we want to print all the sheets in our
01:48spreadsheet or just the current sheet called Sales Data? Let's choose All sheets.
01:54Notice down below now we can preview each of the sheets, which is adding up to
01:595. As we use the Right Arrow button to move through the various sheets, you can
02:04see we're using a lot of the paper very efficiently.
02:09If you choose to include a list of formulas in the document, click the check
02:13box and you'll notice the page count goes up dramatically to 19.
02:18Now, as we move through the various pages in our spreadsheet, we'll eventually
02:23get to the first page where we see a list of formulas that are being used.
02:27We'll also see references to the cells and tables in the various sheets where
02:31those formulas are used. If you don't need the formula list, deselect the check box.
02:37There are a number of other options that you may be familiar with if you work
02:40with other applications on the Mac. Click the button currently displaying
02:43Numbers. You'll see Layout and Paper Handling. Let's go to Cover Page, and
02:48we'll add a cover page before our document to indicate that this is
02:51confidential information. Choose the Cover Page type button, give it a click,
02:56and we'll select Confidential. If there is any billing info, it can be added to the field below.
03:02Now, let's go back to that button that says Cover Page now, and choose Summary.
03:08This allows us to see a summary of all of the options we selected. For example,
03:1110 copies Collated. We're printing all of the sheets in our spreadsheet and
03:18down below, you'll see Layout Options, Paper Handling. There is our Cover Page
03:22down below. We can use the Disclosure Triangle to display or hide the various options.
03:29When you're ready to print, you can click the Print button or if you want to
03:33collapse the options, click the button at the very top-right corner and choose
03:38Preview to view the printout in preview.
03:42Here you can see each of the pages. We can move quickly from one page to
03:46another. If everything looks good, we can actually print from preview by
03:51clicking the Print button. Go ahead and do that if you're ready to print or
03:54click Cancel to return to Numbers.
03:57So printing provides an option for sharing hard copies of your spreadsheets
04:01with others. The numerous print options available will help you to get your
04:05print job right the first time.
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Password-protecting and emailing spreadsheets
00:00You can share your Numbers spreadsheet via email directly from within Numbers '09.
00:04You can even attach your spreadsheet in other format such as Excel or PDF
00:08formats by converting them on the fly. Let's do that using our Milea Listings
00:13and Prospects spreadsheet.
00:15To send this spreadsheet file or any other spreadsheet file for that matter, we
00:18might want to consider password protecting it first. To do that, click the
00:22Inspector button on the Toolbar, make sure the Document Inspector is selected.
00:27Then click the check box next to Require password to open.
00:31Now, from the menu that pops up, we can type in our password, or if we want to
00:35get help in creating a secure password, we can access the Password Assistant by
00:40clicking the key next to the Password field.
00:43Here we can choose from different types of passwords. Click the Type button.
00:47Let's choose Letters and Numbers. This creates a suggestion for us. If we want
00:52to use that, notice it's highlighted, we can pop that into the Password field
00:56or we can just click the Password field and type in our own using Letters and Numbers.
01:01Let's type in the word password in lower case. We won't see what we're typing
01:07but we'll get feedback from the Password Assistant down below. First of all,
01:11notice the Quality Bar appears with a very short Red Bar indicating the quality
01:16of our password currently is not very good.
01:19Down below, you'll see some tips. First of all, the word we just typed is in
01:22the dictionary making it very insecure. We're not mixing upper and lowercase
01:27letters and numbers. We're not adding punctuation. This is based on a dictionary word.
01:32So let's add some numbers to the end of password. Let's add 2, 3 and 4.
01:38Notice the Quality Bar turns green. We're getting a better and better password with
01:43each number we add. Still the word in there is based on a dictionary word.
01:48So it's not perfect. But if we like what we've typed, we need to verify it.
01:52Click in the Verify field, and type in the exact same thing, password234.
02:00Then if we want a password hint to help remember what the password is, we can
02:05use that or simply leave it blank. Click the Set Password button when you're
02:09done and you've added a password to your spreadsheet. Now, you need to save it.
02:14Command+S on the keyboard or click File and choose Save.
02:19With the file saved, we're now ready to send it via email. So we'll close the
02:22Document Inspector, we'll go to the Share menu, click Share, move down to Send
02:28Via Mail and now we can choose from three different formats.
02:32With Numbers selected, we'll be able to keep our password protection. Choosing
02:37Excel or PDF formats, we'll lose our password protection. Something very
02:42important to keep in mind. Let's choose Numbers.
02:47This will automatically launch your default mail application. Notice that the
02:51file will be attached for you. So you don't have to do that. All you need to do
02:55is type in who you're sending this message to, and you may want to add a subject as well.
03:00I am going to send it to myself, drivers@lynda.com, I'll tab down to the
03:08Subject. You can type in any subject here. For today's meeting at 2 pm, and
03:19then click the Send button to send it off. You can quit the mail application when you're done.
03:26Now, email has become one of the most popular communications tools of our time
03:30and with Numbers '09, we can use this tool to share our spreadsheet files with others.
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Sharing spreadsheets with iWork.com
00:00With Numbers '09, you can publish a spreadsheet to iWork.com and invite people
00:04to view, even comment on the spreadsheet. All they need is a Mac or a PC with a
00:09modern web browser.
00:11Let's publish our Milea Listings and Prospects spreadsheet to iWork.com.
00:16To publish anything at all to iWork.com, you have to have an Apple ID and a mail
00:20account and of course, you have to be connected to the Internet.
00:24We can access iWork.com from the Share menu or directly from the Toolbar, click
00:28the iWork.com button. Now to form the pop-up menu, we can start adding
00:34information such as the email addresses of those we want to invite to view this document.
00:39Let's add at least one email address. The subjects written for you indicating
00:44people would be invited to view your spreadsheet on iWork.com. You can also add
00:48some additional text in the Message field. For example, Please add comments.
00:55If you do ask people to add their comments, you will want to make sure that the
00:58checkbox next to Leave comments is checked off to enable this feature. You may
01:03also want to allow people to download copies of the document, in our case, is spreadsheet.
01:09If so, they will be able to choose from one or more different formats depending
01:14on what you check off in that Download Options section. Notice there are
01:18Numbers formats as well as PDF and Excel formats available. If we only want
01:23people to download our spreadsheet in a Numbers '09 format, we can deselect the other checkboxes.
01:29By default, the name of this file will be the same as it is now, so you can
01:35leave that or change the name if you so wish; when you are ready though, click
01:39the Share button to copy it to iWork.com.
01:44What it's going to do is generate a copy, create the email that's going to be
01:49sent out and send it out to people with a link directly to the actual
01:53spreadsheet and it's going to upload the spreadsheet to iWork.com. Then people
01:59will be able to have access to it, they may be prompted to log in with their
02:03Apple ID and Password and we have enabled comment, so we'll see what that's like momentarily.
02:10When the document is copied to iWork. com, you will see this message. Clicking
02:15OK will take you back to Numbers '09 or you can go directly to iWork.com and
02:20view that document now by clicking the View Document Now button.
02:24Also, in the email message you will see a link taking you directly to the
02:28document. Let's click View Document Now to go to iWork.com and view our Milea
02:34Listings and Prospects spreadsheet here.
02:36Notice the different sheets on the left- hand side in the Navigator. We can walk
02:40through the various sheets in our spreadsheet by clicking the appropriate sheet.
02:45On the right-hand side you will also see some important information such as the
02:48Document Publisher, you will see the Download button where we can download a
02:53copy in the specified format, in this case, Numbers '09. You will also see some
02:58other important information down below where you can add notes for example.
03:03Here we see the original note, which is Please add your comments. The Comment
03:07button appears at the very top. Click the Add Comment button to add a comment.
03:11You will see your own name appear and let's add a comment like, Is this the
03:17best format for the pie chart? When you click the Post button, the comment is
03:27posted. It's now added to the spreadsheet, it can be moved around. A Reply can
03:33be made and we can click the Delete button to delete this group of comments at any time.
03:39When you are done with iWork.com, simply close up the window and when you are
03:44ready, continue on with the other documents in iWork.com.
03:49So with an iWork.com account, sharing your spreadsheets with others just became
03:52simpler. You no longer need to have multiple copies sent out via email;
03:57simply have everyone access a single copy at iWork.com.
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10. Creating Spreadsheet Templates
Designing a template
00:00Although Numbers '09 provides several templates to give us a variety of ideas
00:04for designing the look of charts, tables and other objects, we can also design our own templates.
00:10Let's use a spreadsheet that's been started for us called Running Club
00:13Template. Designing a template means creating a spreadsheet and then saving it
00:17as a template to be used over and over.
00:19Now here we have a table with some custom formatting. It's going to appear as
00:23it is when we save this file as a template. But let's make it the default style
00:28so that any new tables that get added will be formatted the same.
00:31First, we select the table and we can do that by clicking the table name in the
00:35Sheets pane. As we scroll down through the various styles, we see that this
00:39table is using a custom style called Blue Combo.
00:42You can click the Triangle off to the right, then choose Set as Default Style
00:46for New Tables now. Anytime a table is added, it will be formatted just like this.
00:50We can also add some content to this table. So that people using the table
00:56won't have to enter it themselves. Let's click Cell A2 and type in January, and
01:02we'll use the Fill Handle in the bottom-right corner, drag that all the way
01:05down, so we have January through December.
01:09Also across the top is where member names are going to appear. We won't type
01:12actual names but we can create placeholders here such as Name #1. You can use
01:19the Fill Handle now in the bottom-right corner of that cell. Drag it across so
01:23we can have up to 5 names in this table.
01:26All right, let's go back to the Sheets pane and select the entire table by
01:30clicking the table name. We can also make this table available as a reusable
01:35table, so it can be added easily. To do that, we know all we have to do is
01:40click Format, move down to Advanced, and Capture this Table.
01:45It's going to create a reusable table using the same name but we can type over that.
01:49Let's type in Goal Tracker, and we always wanted to look like this table,
01:55it's selected by default. So we click OK and now anytime somebody uses our
02:00template and clicks the Tables button, they will be able to add this Goal
02:04Tracker table from the list.
02:06Let's deselect by clicking the Canvas to close up the menu, click again to
02:10deselect the table, beautiful. Now, we also have a chart ready to be populated
02:16by the numbers that are going to appear down below in our table.
02:19We can create default formatting for our chart that will be saved with our
02:22template as well. Click once to select the chart or click the chart name in the
02:28Sheets pane and now you will notice up above in the Format Bar, this is a Mixed Chart.
02:33So we can apply some default chart colors for example. Click the Chart Colors
02:38button. Let's go to our first button and choose 2D Image Fills and then we'll
02:45click the second button. Let's go down to Silk. That's a good combination.
02:51We'll kind of match our table down below. Click Apply All.
02:55We don't see changes right now to the chart because there's no data. But every
02:59time a Mixed Chart is going to be added, we want it to be formatted this way.
03:04So with the chart selected, click Format, move down to Advanced and Define
03:11Default Style for Mixed Chart.
03:13You can also set the number of series. Let's have it match the table, we'll
03:16bump it down to 5 and click OK, and now we'll deselect it by clicking the Canvas.
03:23Now we can also control the default formatting for other types of charts that
03:27might get used in this template. All we have to do is add the chart.
03:30So let's do that using the Charts button on the Toolbar. We'll add a
03:342-dimensional Pie Chart. Now down below, we'll see the default formatting for that Pie Chart.
03:40Notice the table that's created for it as well, it's using our default table
03:44format, but the chart itself needs to be reformatted. So click once to select the chart.
03:50Let's change the chart colors. Click the Chart Colors button. Let's go to our
03:55first button, choose 2D Color Fills, and we'll choose Blue. When you click
04:00Apply All, you will see that change applied to the Pie Chart.
04:04We can close up our Chart Colors, and now to make this the default, again
04:08Format, Advanced, Define Default Style, this time for Pie Chart.
04:15The Number of Series, we'll leave the default at 6, and click OK. Now, we don't
04:19want this chart in our template, but anytime it's added, we want it to be
04:23formatted this way.
04:24So, with our chart selected, press Delete on the keyboard to remove it.
04:29We can also remove the table. We don't need it. But now anytime a Pie Chart is added,
04:34it will be formatted the way we just specified.
04:37Now, we can also define the number of sheets for our new template. Let's add
04:41another sheet. Click the Sheet button on the Toolbar. Notice the default table
04:45style is applied to the default table that's added where it says Sheet and the
04:50number, we'll change the name, double-click that.
04:53This is going to be our Member List. So we'll type that and the table, which is
04:59currently Table 1, we'll double -click it and call it Members.
05:04Press Return to lock that in and this will be saved with our template as well.
05:08Let's go back to the Running Club sheet by clicking it, and it looks like we
05:13are ready now to start adding some additional comment.
05:16The design of our template is well on its way. All we have done so far is
05:20created a spreadsheet with multiple sheets, tables, and charts, and applied
05:23some default formatting.
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Creating initial spreadsheet content
00:00When designing a template, you can add predefined content to model the look of
00:04a finished spreadsheet or even to provide instructions and other productivity
00:08aids for template users.
00:10Let's continue to use our spreadsheet named Running Club Template, which
00:13already has quite a bit of content added, but let's add some more. We'll begin
00:17with the text box. Click the Text Box button, which adds the default text box
00:21containing the word Text. We'll move that into position in the top-left corner.
00:26Let's stretch it out by dragging the right handle, about half way across our table.
00:31Now, we'll double-click inside to select the word Text and type in our own.
00:36Let's type in Running Club.
00:39Now, we'll reselect that text by dragging across it, and let's change the Font
00:45attributes. We'll start with the font name for example. Let's scroll down our
00:49list until we see the Gs where we can choose Gill Sans.
00:57Now, let's change the Point size. From the Format Bar, we see it's currently
01:00set at 11 points. We can click this button. Let's try something much larger
01:05like 36. That looks pretty good there.
01:08Now, we can deselect by clicking the Canvas. Let's add a shape now, which is
01:12actually just going to be a straight line underneath our title to separate it
01:16from the rest. Click the Shapes button, and right at the top, we'll choose a Straight Line.
01:20It gets added right to the middle of our Canvas, but we can drag that up
01:25underneath Running Club. We'll line it up with the edge, and let's drag it
01:30across. Hold down your Shift key while you are doing this to keep it perfectly
01:36straight and leveled. Let's go all the way to about just after our chart title
01:42Monthly Distance vs Goal. Now, we can deselect that by clicking the Canvas. It looks pretty good.
01:47Let's switch over to our second sheet called Member List now. Here we have a
01:52table but there is really nothing in the table. We can add content to the table
01:56that will also act as instructions to the people using this table.
02:00So for example, we can put in some labels across the top here.
02:05At the top of column A, we'll click cell A1 and type in Name; that's where the
02:10member name will go. Press your Tab key to move across. Let's type the Address,
02:16Tab again to move across. Here is where the phone number will go, so we'll type
02:20in Phone, Tab across again, we'll type in Email and once more for column E,
02:26we'll type in Photo.
02:28So now we've got content in our table, but this content really access
02:32instructions as well as to what is supposed to go in each column. You can
02:36deselect the table by clicking the Canvas to see the end-result.
02:39Now, of course we need to save our changes. So we'll need to save this
02:43spreadsheet, Command+S is the keyboard shortcut, and now our future template is
02:50beginning to look like a finished spreadsheet.
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Creating media placeholders
00:00Another type of content that can be added to a template is a placeholder.
00:04We're still working with our Running Club Template file, and you'll notice here in
00:08our in our Member List sheet, we have a table called Members which has a Photo column.
00:13Now each of the cells in this table is a placeholder. So we might want to
00:17adjust the table size to accommodate photos in this last column. We'll select
00:21the table, with the handles appearing now, let's go to the bottom right hand
00:26corner handle. We'll drag it across and down to increase row height to allow us
00:31to insert a good size photo.
00:33Now I can deselect the table. But what if we wanted people to be able to add
00:37their own photo to the first sheet. Let's switch over to the Running Club
00:40Record sheet, and let's say we want people to be able to add an image from
00:45their own Running Club up here in the top right corner of the sheet. Well we
00:49can add a placeholder here.
00:50To do that we insert a photo and turn it into a placeholder. So let's click
00:56Insert, select Choose, where we have one called Runner it's a JPEG in the
01:02Exercise Files. Now when we click Insert it gets added to the center of our sheet.
01:07But we can resize this. Let's size it down a little bit. Let's drag it
01:12up to the top right corner, not overlapping our graph too much. We don't want
01:17to hide any of the data. Now let's format this a little bit as well. We use the
01:21Format bar to add a nice picture frame. The first button currently displaying
01:25None allows us to choose a nice border around the outside.
01:29Let's choose that second picture frame and let's rotate this a bit. We'll need
01:33our Metrics Inspector for that. Click the Inspector button and sure our Metrics
01:37selected. And we'll use our Rotate handle down below to rotate this about 6
01:44point, let's go to about 6.8 degrees. And we'll close up the Metrics Inspector
01:48and there is our image.
01:50Now we want people to be able to add their own images here. So let's turn it
01:55into a placeholder, with it still selected, click Format and move down to
01:59Advanced and Define as Media Placeholder. When we select this, it now becomes a
02:05Media Placeholder, let's deselect by clicking the canvas and just hover over
02:09the image with your mouse. You will see a message appear. 'This image is a
02:13placeholder drag a new media file here to replace it.' Perfect. All we need to
02:18do now is save our changes. Command+S on the keyboard will update our spreadsheet.
02:23Now anyone using this template is going to be able to drag their own photo to
02:27this spot on our first sheet, and it will be formatted just as we specified.
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Saving a custom template
00:00Once you have the design of your template finalized in your spreadsheet,
00:04it's time to save the spreadsheet as a template.
00:08To do that, click File, and choose Save as Template. Now you can specify a
00:14different folder or create a new folder to save your template in but accepting
00:18the default location, which is My Templates, will mean our new template is going
00:24to be visible in the My Templates pane of the Template Chooser.
00:27Now we can change the name up top. Let's change it to simply Running Club.
00:31We don't need the word Template at the end. Now when we click the Save button,
00:37the spreadsheet is saved as a template in the My Templates folders.
00:41Let's try this out. Click File, and choose New from Template Chooser.
00:48Notice the new category called My Templates. When we select it we see the Running Club
00:54template we just created. With it selected, click Choose to create a brand new
00:59spreadsheet based on the template. Notice the name up top is Untitled until we save it.
01:05Now to delete a Custom Template, you will need to navigate to the folder in
01:09which you save the template, using Finder. Let's switch over to Finder, you
01:14will notice the path, from your own user folder under Library > Application
01:20Support > iWork > Numbers > Templates, under My Templates, is where you will
01:24find the template you created. You can then select it and drag it to the Trash
01:29or right-click and choose Move to Trash from there.
01:33So designing a template with preformatted styles, tables, charts and other
01:37objects can save users the time and effort that would otherwise be required to
01:41create a spreadsheet from scratch.
Collapse this transcript
Conclusion
Goodbye
00:00Congratulations! You have just reached the end of Numbers '09 Essential Training.
00:04You should now be feeling comfortable with many of the features and
00:07functionality of this powerful yet easy-to-use spreadsheet application.
00:12This is David Rivers wishing you all the best as you move forward with Numbers '09.
00:15Thanks for watching.
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