Many Excel workbooks are straightforward data collections, while others require explanation or annotation. In this video, learn how to add and format text boxes to enhance the content in your workbooks.
- [Instructor] Many Excel workbooks are straightforward data collections, while others could use a little explanation or annotation. In this movie I will show you how to add and format text boxes to enhance the content in your workbooks. My sample file is the TextBox workbook and you can find it in the Chapter Eight folder of the Exercise Files Collection. This workbook contains a single worksheet, and in it I have a summary of sales data by product category for three years.
And let's that say we're toward the end of 2018 and that those numbers are currently an estimate. I don't want to play with formatting to make that note in any of the worksheet cells so instead I'll put in a text box that I can delete after the data does go final. To add a Text Box go to the Insert tab on the ribbon. Then click Shapes. And then the first item under Recently Used Shapes is the Text Box. It also appears under Basic Shapes.
So I'll click the Text Box button. And you see that my mouse pointer changes to an up left pointing arrow I call it the Scoop Arrow. And then the letter A below that. And now I can draw so that I have the size of text box that I want. And that can be adjusted later. So there I have my text box and I can just type in the text that I want. I'll say Data for 2018 is still preliminary.
Now that I have my text box there are a number of things that I can do to it. The first is that I can resize it or move it just like any other shape. So if I want to move it, I move the mouse pointer over the edge you can see that my mouse pointer changes to a 4-way pointing arrow and I can drag left and right. If I want to resize it, perhaps by making it longer then I can drag the horizontal edge here. I can also make it shorter or taller by dragging either the bottom or the top edge.
Do that there. If I want to change the format of the text I can do that by selecting an element of the text or part of it. So let's say I want to make the word preliminary, which I have just selected, italicized. So I will go to the Home tab and click the Italics button I could have also pressed Command-I. And let's say that I want to remove it. So I'll press Command-I again, and then Command-B, which makes the text bold. If I want to affect all the text at the same time, then I can click to select the entire text box, and then make the changes that I want on the Home tab.
So if I want to increase the size I can do that by clicking the Increase Font Size button. And then if the text is too large to fit in the box, it goes down to a second row. And you can see that by dragging it to resize the box that I now have a box with the text that I want, and a light gray border. Let's say that I click the box again, and I click it to select the entire thing. If I want to format the text box I can go to the Shape Format contextual tab, and change the formatting we have here.
So there are a number of built-in styles if I click that gallery's down arrow. Then I can apply a number of different styles. So let's say that I want to go for the color fill with blue and white text. So I click that and you can see that it was applied. And if I go back to the Home tab and center my text, that's centered horizontally and I'll center it vertically within the text box. Click away. And I have a very readable warning that the data from 2018 is still preliminary but also it's a text box I can get rid of very easily when I'm done with it.
- Creating workbooks
- Manipulating cell data
- Sorting, filtering, and managing worksheets
- Using core functions and formulas
- Formatting worksheet elements
- Creating and managing conditional formats
- Working with charts
- Adding images and shapes
- Working with PivotTables
- Exporting workbooks
Skill Level Beginner
What you should know1m 11s
1. Getting Started with Excel
2. Managing Workbooks
3. Working with Worksheets, Cells, and Cell Data
4. Sorting, Filtering, and Managing Worksheets
5. Summarizing Data Using Formulas and Functions
6. Formatting Worksheet Elements
7. Working with Charts
8. Working with External Data and Objects
9. Exploring PivotTables
10. Reviewing and Sharing Spreadsheets
Further information1m 2s
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