In this video, learn how to display the Preferences dialog and explore some of the options you might want to change.
- [Instructor] When the Excel programming team determined how the program should behave when it's first installed, they had to cover hundreds, if not thousands, of details. In this movie I'll show you how to display the Preferences dialog box and point out some of the options you might want to change. I'm working in the Preferences workbook, but you can use any file that you like including a blank workbook. There are two ways to open the Excel Preferences dialog box. The first is to go to the Excel menu, and then click Preferences.
However, you can also see that there is a shortcut, a keyboard shortcut for that, and that is Command + comma. So I'll click away from the menu, and press Command + comma to open the Excel Preferences dialog box. Then you can see that you have a number of different options. I'll summarize the most common. On the General page under Authoring, you can make a number of changes. The one that I usually turn off, and it's the only one that's checked right now, is the Show Workbook Gallery when opening Excel.
When you start Excel, you'll see a number of templates including a blank workbook. Because I'm either opening an existing file or using a blank workbook, and I hardly ever use templates, I usually turn off the workbook gallery. However, if you prefer to display it, then you certainly can. I don't turn any of these other initial settings on. You can change the ruler units from inches to centimeters or millimeters if you're working to that level of precision. You can also change the number of sheets in a new workbook.
Excel used to use three, it now includes one, but you can add more if you want by using the spin control. I'll just go back to one. You can change the default font. I rarely, if ever, change that. I, instead, apply formatting either to individual cells or through themes, which I do talk about. If you typically open all the files in a specific folder, you can use the Select button and its interface to select the folders that contain the files you want to choose.
I'll click the back button to go back. Clicking View, you see that you can show the Formula bar sheet tabs display zero values if you want, also page breaks and if you want to display formulas within the workbook instead of the formula results, you can check this box here. You can also change how comments and objects are displayed. In the ribbon, if you are a programmer and you work with macros, then you can select the Developer tab check box and if you want to see group titles, for example, for formatting or for charts, then you can check the Group Titles box.
I tend not to make any changes, so I will click the go back arrow here or the left arrow. Ribbon and Toolbar allows you to add or remove elements from the ribbon or the quick access toolbar, which is the element here with the save, undo, redo button, and so on. Go back, under editing, you can edit directly in cells, you can allow the fill handle, which I cover extensively elsewhere, for drag and drop and so on.
The only options that are not selected, are provide feedback with animation, which I personally do not care to turn on, so I leave it turned off and also display this number of decimal places. Most of the numbers that I use do not have decimal places, I just round to the nearest dollar. So, I let any individual formats that need to display currency amounts display two digits, however, if you work mostly or perhaps even exclusively with financial data then selecting Display this number of decimal places and indicating two could be a good option for you.
I'll click back. All the other options that you see here I cover elsewhere in the course. When you're done making your changes, you can click the close button here to close out of Excel Preferences, and then once you save and restart your program your changes will take effect.
- 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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