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9780619206659

New Perspectives on Microsoft Excel 2003

by
  • ISBN13:

    9780619206659

  • ISBN10:

    0619206659

  • Format: Paperback
  • Copyright: 2003-12-17
  • Publisher: Cengage Learning
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Summary

Part of the New Perspectives series, this text offers a case-based, problem-solving approach and innovative technology for meaningful learning of Microsoft Excel 2003.

Table of Contents

Preface v
File Management 1(1)
Read This Before You Begin 2(1)
Managing Your Files
3(1)
Creating and Working with Files and Folders in Windows XP
3(1)
Organizing Files and Folders
4(3)
Understanding the Need for Organizing Files and Folders
5(1)
Developing Strategies for Organizing Files and Folders
6(1)
Planning Your Organization
7(1)
Exploring Files and Folders
7(5)
Using Windows Explorer
9(1)
Navigating to Your Data Files
10(2)
Working with Folders and Files
12(6)
Creating Folders
12(2)
Moving and Copying Files and Folders
14(2)
Naming and Renaming Files
16(1)
Deleting Files and Folders
17(1)
Working with Compressed Files
18(2)
Quick Check
20(1)
Tutorial Summary
21(1)
Key Terms
21(1)
Review Assignments
21(1)
Case Problems
22(2)
SAM Assessment and Training
24(1)
Lab Assignments
24(1)
Quick Check Answers
24
Office
1(2)
Read This Before You Begin
2(1)
Using Common Features of Microsoft Office 2003
3(1)
Preparing Promotional Materials
3(1)
Exploring Microsoft Office 2003
4(1)
Integrating Office Programs
5(1)
Starting Office Programs
5(4)
Switching Between Open Programs and Files
8(1)
Exploring Common Window Elements
9(1)
Using the Window Sizing Buttons
9(2)
Using Menus and Toolbars
11(3)
Viewing Personalized Menus and Toolbars
11(3)
Using Task Panes
14(2)
Opening and Closing Task Panes
14(1)
Navigating Among Task Panes
15(1)
Using the Research Task Pane
16(2)
Working with Files
18(5)
Creating a File
19(1)
Saving a File
19(2)
Closing a File
21(1)
Opening a File
22(1)
Getting Help
23(6)
Using Screen Tips
23(1)
Using the Type a Question for Help Box
23(2)
Using the Help Task Pane
25(2)
Using Microsoft Office Online
27(2)
Printing a File
29(1)
Existing Programs
30(1)
Quick Check
31(1)
Tutorial Summary
31(1)
Key Terms
31(1)
Review Assignments
31(1)
SAM Assessment and Training
32(1)
Quick Check Answers
32
Excel Level I Tutorials
1(192)
Read This Before You Begin
2(1)
Using Excel to Manage Data
3(48)
Creating a Sales Order Report
3(1)
Session 1.1
4(1)
Introducing Excel
4(3)
Understanding Spreadsheets
4(1)
Parts of the Excel Window
5(2)
Navigating a Worksheet
7(2)
Navigating Between Worksheets
9(1)
Developing a Worksheet
9(2)
Entering Data into a Worksheet
11(8)
Entering Text
11(1)
Entering Several Lines of Text Within a Cell
12(1)
Entering Dates
13(1)
Entering Values
14(1)
Entering Formulas
14(3)
Using AutoComplete
17(2)
Changing the Size of a Column or Row
19(4)
Session 1.1 Quick Check
23(1)
Session 1.2
23(1)
Working with Ranges
23(3)
Selecting Ranges
24(1)
Other Selection Techniques
25(1)
Moving a Selection of Cells
26(2)
Calculating Sums with AutoSum
28(2)
Working with Rows and Columns
30(3)
Inserting a Row or Column
30(2)
Deleting a Row or Column
32(1)
Editing Your Worksheet
33(1)
Undoing an Action
34(1)
Working with Worksheets
35(2)
Adding and Removing Worksheets
35(1)
Renaming a Worksheet
36(1)
Moving a Worksheet
37(1)
Using the Spell Checker
37(1)
Previewing and Printing a Worksheet
38(5)
Working with Portrait and Landscape Orientation
40(1)
Printing the Worksheet Formulas
41(2)
Session 1.2 Quick Check
43(1)
Tutorial Summary
43(1)
Key Terms
44(1)
Review Assignments
44(2)
Case Problems
46(3)
Internet Assignments
49(1)
SAM Assessment and Training
50(1)
Lab Assignments
50(1)
Quick Check Answers
50(1)
Working with Formulas and Functions
51(44)
Developing a Family Budget
51(1)
Session 2.1
52(1)
Working with Excel Functions
52(4)
Copying and Pasting Formulas
56(6)
Using Relative and Absolute References
58(3)
Working with Other Paste Options
61(1)
Changing the Magnification of a Worksheet
62(3)
Using the Insert Function Dialog Box
65(3)
Filling in Formulas and Series
68(4)
Auto Fill Options
70(1)
Filling a Series
70(2)
Working with Date Functions
72(1)
Session 2.1 Quick Check
73(1)
Session 2.2 (Optional)
74(1)
Working with Financial Functions
74(8)
Using the PMT Function
77(5)
Working with Logical Functions
82(2)
Using the IF Function
82(2)
Session 2.2 Quick Check
84(1)
Tutorial Summary
84(1)
Key Terms
85(1)
Review Assignments
85(2)
Case Problems
87(6)
Internet Assignments
93(1)
SAM Assessment and Training
93(1)
Quick Check Answers
94(1)
Developing a Professional-Looking Worksheet
95(50)
Formatting a Sales Report
95(1)
Session 3.1
96(1)
Formatting Worksheet Data
96(6)
Using the Formatting Toolbar
97(2)
Copying Formats
99(1)
Using the Format Cells Dialog Box
100(2)
Changing Font Type, Size, Style, and Color
102(3)
Aligning Cell Contents
105(3)
Indenting and Wrapping Text
106(2)
Other Formatting Options
108(1)
Working with Cell Borders and Backgrounds
108(6)
Adding a Cell Border
108(3)
Applying Background Colors and Patterns
111(3)
Session 3.1 Quick Check
114(1)
Session 3.2
114(1)
Formatting the Worksheet
114(5)
Merging Cells into One Cell
115(1)
Hiding Rows, Columns and Worksheets
116(1)
Adding a Background Image
117(2)
Formatting Sheet Tabs
119(1)
Clearing and Replacing Formats
119(3)
Using Styles
122(2)
Creating a Style
122(1)
Applying a Style
123(1)
Using AutoFormat
124(2)
Formatting the Printed Worksheet
126(9)
Defining the Page Setup
126(2)
Working with Headers and Footers
128(3)
Working with the Print Area and Page Breaks
131(4)
Session 3.2 Quick Check
135(1)
Tutorial Summary
135(1)
Key Terms
135(1)
Review Assignments
135(2)
Case Problems
137(5)
Internet Assignments
142(1)
SAM Assessment and Training
142(1)
Quick Check Answers
143(2)
Working with Charts and Graphics
145(48)
Charting Sales Data
145(1)
Session 4.1
146(1)
Excel Charts
146(1)
Creating a Chart Using the Chart Wizard
147(11)
Choosing a Chart Type
149(2)
Choosing a Data Source
151(2)
Choosing Chart Options
153(3)
Choosing the Chart Location
156(2)
Moving and Resizing an Embedded Chart
158(1)
Updating a Chart
159(1)
Creating a Pie Chart
159(4)
Rotating the Pie Chart
161(1)
Exploding a Slice of a Pie Chart
162(1)
Session 4.1 Quick Check
163(1)
Session 4.2
164(1)
Modifying a Chart
164(4)
Editing the Data Source
164(2)
Changing the Chart Location
166(1)
Changing Chart Options
167(1)
Formatting Chart Elements
168(10)
Formatting Chart Text
168(2)
Inserting Unattached Text
170(2)
Working with Colors and Fills
172(2)
Using a Graphic Image as a Background
174(2)
Changing the Axis Scale
176(2)
Working with Three-Dimensional Charts
178(2)
Using the Drawing Toolbar
180(5)
Displaying the Drawing Toolbar
181(1)
Working with AutoShapes
181(2)
Formatting an AutoShape
183(2)
Printing Your Charts
185(1)
Session 4.2 Quick Check
186(1)
Tutorial Summary
186(1)
Key Terms
186(1)
Review Assignments
187(1)
Case Problems
187(5)
Internet Assignments
192(1)
SAM Assessment and Training
192(1)
Quick Check Answers
192(1)
Excel Level II Tutorials
193(216)
Read This Before You Begin
194(1)
Working with Excel Lists
195(58)
Tracking Vehicle Data
195(1)
Session 5.1
196(1)
Introduction to Lists
196(1)
Planning and Creating a List
197(1)
Freezing Rows and Columns
198(1)
Using Find and Replace
199(1)
Creating a List Range
200(2)
Sorting Data
202(5)
Sorting a List Using Sort Buttons on the Standard Toolbar
203(1)
Sorting a List Using the AutoFilter Sort Options
204(1)
Sorting a List Using the Sort Commands
205(2)
Maintaining a List
207(5)
Using the Insert Row to Add a Record
207(1)
Using a Data Form to Add a Record
208(2)
Using a Data Form to Search for a Record
210(1)
Using a Data Form to Delete a Record
211(1)
Session 5.1 Quick Check
212(1)
Session 5.2
212(1)
Filtering a List Using AutoFilters
212(3)
Using Custom AutoFilters to Specify More Complex Criteria
215(2)
Using Conditional Formatting
217(2)
Using the Total Row to Calculate Totals in a List
219(3)
Inserting Subtotals into a List
222(2)
Using the Subtotals Outline View
224(2)
Session 5.2 Quick Check
226(1)
Session 5.3
226(1)
Creating and Using PivotTables to Summarize a List
226(2)
Creating a PivotTable
228(6)
Laying Out a PivotTable Directly on a Worksheet
231(3)
Changing the Layout of a PivotTable
234(3)
Formatting Numbers in a PivotTable
234(1)
Modifying the Layout of a PivotTable
235(1)
Sorting Items Within a PivotTable
236(1)
Adding a Field to a PivotTable
237(1)
Adding a Page View of a PivotTable
238(3)
Removing a Field from a PivotTable
240(1)
Hiding Field Items on a PivotTable
240(1)
Refreshing a PivotTable
241(2)
Creating a PivotChart
243(1)
Session 5.3 Quick Check
244(1)
Tutorial Summary
245(1)
Key Terms
245(1)
Review Assignments
245(1)
Case Problems
246(5)
Internet Assignments
251(1)
SAM Assessment and Training
251(1)
Quick Check Answers
251(2)
Working with Multiple Worksheets and Workbooks
253(48)
Tracking Cash Flow
253(1)
Session 6.1
254(1)
Using Multiple Worksheets
254(1)
Grouping Worksheets
255(3)
Entering Formulas in a Worksheet Group
255(1)
Formatting a Worksheet Group
256(2)
Referencing Cells and Ranges in Other Worksheets
258(2)
Consolidating Data from Multiple Worksheets Using a 3-D Reference
260(5)
Copying Information Across Worksheets
261(1)
Summing Values Across Worksheets
262(3)
Printing Worksheet Groups
265(1)
Session 6.1 Quick Check
266(1)
Session 6.2
266(1)
Using Templates
266(1)
Creating a Workbook Based on a Template
267(2)
Creating and Saving a Custom Workbook Template
269(6)
Using the Templates Folder
271(1)
Using the LBC Cash Flow Template
272(1)
Editing a Template
273(1)
Changing the Default Workbook Template
273(1)
Organizing Folders and Files
274(1)
Session 6.2 Quick Check
275(1)
Session 6.3
275(1)
Using Data from Multiple Workbooks
275(3)
Managing Multiple Workbooks
277(1)
Working with Linked Workbooks
278(6)
Editing Workbook References
279(4)
Working with a List of Links
283(1)
Using Lookup Tables
284(5)
Using Lookup Functions
286(3)
Creating an Excel Workspace
289(2)
Session 6.3 Quick Check
291(1)
Tutorial Summary
291(1)
Key Terms
291(1)
Review Assignments
292(1)
Case Problems
293(6)
Internet Assignments
299(1)
SAM Assessment and Training
299(1)
Quick Check Answers
299(2)
Working with Excel's Editing and Web Tools
301(54)
Collaborating on a Workbook and Web Page
301(1)
Session 7.1
302(1)
Splitting a Worksheet into Panes
302(1)
Auditing Formulas
303(5)
Tracing Precedent Cells
305(1)
Tracing Dependent Cells
306(2)
Tracing and Fixing Errors
308(6)
Using the Watch Window
314(1)
Evaluating a Complex Formula
314(1)
Session 7.1 Quick Check
314(1)
Session 7.2
315(1)
Adding Comments to a Workbook
315(2)
Creating a Shared Workbook
317(4)
Sharing a Workbook
317(2)
Resolving Conflicts
319(2)
Tracking Changes
321(7)
Reviewing and Deleting Comments
321(2)
Reviewing Changes
323(3)
Accepting and Rejecting Changes
326(2)
Mailing a Workbook
328(2)
Mailing a Workbook for Review
329(1)
Routing a Workbook
330(1)
Merging Workbooks
330(2)
Online Meetings and Web Discussions
332(1)
Session 7.2 Quick Check
332(1)
Session 7.3
333(1)
Working with the Web
333(2)
Introducing the World Wide Web
333(1)
Understanding Web Pages, Browsers, and HTML
333(1)
Creating Web Pages in Excel
334(1)
Publishing a Noninteractive Workbook on a Web Page
335(5)
Choosing Between a Noninteractive and Interactive Web Page
336(1)
Setting the Page Title
337(1)
Setting the Publishing Options
338(2)
Creating and Using Hyperlinks
340(3)
Inserting a Hyperlink
340(1)
Editing and Using a Hyperlink
341(2)
Setting Excel's Web Options
343(1)
Saving a Workbook as an XML File
344(1)
Session 7.3 Quick Check
344(1)
Tutorial Summary
345(1)
Key Terms
345(1)
Review Assignments
345(1)
Case Problems
346(6)
Internet Assignments
352(1)
SAM Assessment and Training
352(1)
Quick Check Answers
352(3)
Developing an Excel Application
355(54)
Creating a Stock Reporter
355(1)
Session 8.1
356(1)
Planning an Excel Application
356(1)
Validating Data Entry
357(7)
Specifying a Data Type and Acceptable Values
357(3)
Specifying an Input Message
360(1)
Specifying an Error Alert Style and Message
361(2)
Circling Invalid Data
363(1)
Protecting a Worksheet and Workbook
364(4)
Locking and Unlocking Cells
364(1)
Protecting a Worksheet
365(2)
Protecting a Workbook
367(1)
Unprotecting a Worksheet
367(1)
Session 8.1 Quick Check
368(1)
Session 8.2
368(1)
Naming Cells and Ranges
368(9)
Creating a Name
369(4)
Replacing Cell References with Names
373(2)
Changing a Name Definition
375(2)
Session 8.2 Quick Check
377(1)
Working with Macros
377(1)
Session 8.3
378(1)
Protecting Yourself Against Macro Viruses
378(1)
Working with Digital Certificates
378(1)
Setting the Security Level
378(1)
Recording a Macro
379(6)
Running a Macro
385(4)
Fixing Macro Errors
386(1)
Creating the NewData Macro
386(3)
Working with the Macro Editor
389(4)
Understanding the Structure of Macros
390(1)
Writing a Macro Command
391(1)
Printing the Macro Code
392(1)
Creating Macro Buttons
393(4)
Session 8.3 Quick Check
397(1)
Tutorial Summary
397(1)
Key Terms
397(1)
Review Assignments
397(2)
Case Problems
399(8)
Internet Assignments
407(1)
SAM Assessment and Training
407(1)
Quick Check Answers
408(1)
Excel Level III Tutorials
409(1)
Read This Before You Begin
410(1)
Data Tables and Scenario Management
411(48)
Performing a Cost-Volume-Profit Analysis
411(1)
Session 9.1
412(1)
Principle of Cost-Volume-Profit Relationships
412(6)
Types of Expenses
412(2)
The Break-Even Point
414(2)
Planning Income and Expenses at Front Range Rafting
416(2)
One-Variable Data Tables
418(7)
Creating a One-Variable Data Table
419(4)
Charting a One-Variable Data Table
423(2)
Two-Variable Data Tables
425(9)
Creating a Two-Variable Table
427(3)
Charting a Two-Variable Data Table
430(4)
Using Array Formulas
434(1)
Session 9.1 Quick Check
435(1)
Session 9.2
436(1)
Using Scenario Manager
436(8)
Defining Scenarios
437(3)
Viewing Scenarios
440(3)
Editing Scenarios
443(1)
Creating a Scenario Summary Report
444(1)
Creating a Scenario PivotTable Report
445(3)
Session 9.2 Quick Check
448(1)
Tutorial Summary
448(1)
Key Terms
448(1)
Review Assignments
449(1)
Case Problems
450(7)
Internet Assignments
457(1)
SAM Assessment and Training
457(1)
Quick Check Answers
457(2)
Using Solver for Complex Problems
459(38)
Determining the Optimal Product Mix
459(1)
Session 10.1
460(1)
Optimizing the Product Mix
460(3)
Finding a Solution Using Trial and Error
463(2)
Finding a Solution Using Goal Seek
465(4)
Session 10.1 Quick Check
469(1)
Session 10.2
469(1)
Finding a Solution Using Solver
469(10)
Installing and Activating Solver
470(2)
Setting Up Solver to Find a Solution
472(3)
Inserting Additional Constraints
475(2)
Inserting an Integer Constraint
477(2)
Creating a Solver Answer Report
479(2)
Saving and Loading Solver Models
481(5)
Understanding Solver
486(1)
Working with the Iterative Process
486(1)
Working with Linear and Nonlinear Models
486(1)
Using the Analysis ToolPak
487(1)
Session 10.2 Quick Check
488(1)
Tutorial Summary
489(1)
Key Terms
489(1)
Review Assignments
489(1)
Case Problems
490(5)
Internet Assignments
495(1)
SAM Assessment and Training
495(1)
Quick Check Answers
496(1)
Importing Data into Excel
497(60)
Working with a Stock Portfolio
497(1)
Session 11.1
498(1)
Planning Data Needs at Davis and Larson
498(1)
Working with Text Files
499(10)
Text File Formats
499(2)
Starting the Text Import Wizard
501(1)
Specifying the Starting Row
502(1)
Editing Column Breaks
503(2)
Formatting and Trimming Incoming Data
505(4)
Databases and Queries
509(2)
Using the Query Wizard
511(6)
Connecting to a Data Source
512(1)
Choosing Tables and Columns
512(3)
Filtering and Sorting Data
515(2)
Saving a Query
517(3)
Session 11.1 Quick Check
520(1)
Session 11.2
521(1)
Working with External Data and Queries
521(4)
Refreshing External Data
521(1)
Setting External Data Properties
522(2)
Editing a Query
524(1)
Creating a PivotTable and PivotChart from External Data
525(7)
Session 11.2 Quick Check
532(1)
Session 11.3
533(1)
Creating a Web Query
533(4)
Formatting a Web Query
535(2)
Saving a Web Query
537(1)
Retrieving Data from the World Wide Web
537(5)
Retrieving Multiple Stock Quotes
537(2)
Refreshing a Web Query
539(2)
Using Hyperlinks
541(1)
Working with XML
542(6)
Loading an XML Map
543(2)
Importing Data from an XML Document
545(3)
Real-Time Data Acquisition
548(1)
Session 11.3 Quick Check
549(1)
Tutorial Summary
549(1)
Key Terms
549(1)
Review Assignments
550(1)
Case Problems
551(4)
Internet Assignments
555(1)
SAM Assessment and Training
555(1)
Quick Check Answers
555(2)
Enhancing Excel with Visual Basic for Applications
557(1)
Creating a Quality Control Application
557(1)
Session 12.1
558(1)
Developing an Excel Application
558(2)
Starting the Visual Basic Editor
560(1)
Elements of the Visual Basic Editor
561(7)
Project Explorer
562(2)
The Properties Window
564(2)
Modules
566(1)
The Code Window
567(1)
Working with Visual Basic Sub Procedures
568(7)
Introducing Sub Procedures
568(1)
Creating a Sub Procedure Using Copy and Paste
569(3)
Running a Sub Procedure
572(3)
Session 12.1 Quick Check
575(1)
Session 12.2
576(1)
Introducing Visual Basic for Applications
576(6)
Objects
576(2)
Properties
578(2)
Methods
580(1)
Variables
581(1)
Creating a Program to Switch Fillers
582(4)
Editing the Choose_Filler Macro
584(2)
Retrieving Information from the User
586(2)
Session 12.2 Quick Check
588(1)
Session 12.3
589(1)
Introducing Control Structures
589(7)
Using the If-Then-Else Control Structure
590(2)
Comparison and Logical Operators
592(2)
Writing an If-Then-Elself Control Structure
594(2)
Creating a Message Box
596(3)
Creating Customized Toolbars and Menus
599(10)
Customizing Toolbars and Menus
599(1)
Inserting a Button or Menu Command
600(2)
Editing a Menu Item or Button
602(2)
Inserting a Submenu
604(4)
Attaching a Toolbar or Menu to a Workbook
608(1)
Working with Graphics
609(4)
Customizing Excel Screen Elements
613(4)
Editing Built-In Toolbars and Menus
614(1)
Resetting Built-in Menus and Toolbars
615(2)
Session 12.3 Quick Check
617(1)
Tutorial Summary
618(1)
Key Terms
618(1)
Review Assignments
618(2)
Case Problems
620(7)
Internet Assignments
627(1)
SAM Assessment and Training
627(1)
Quick Check Answers
627
Additional Case 1 Creating a Sales Invoice
1(4)
Additional Case 2 Reporting Quarterly Performance
5(3)
Additional Case 3 Negotiating Salaries
8(2)
Additional Case 4 Analyzing Product Mix
10
Appendix A Working with Logical Functions, Database Functions, and Advanced Filtering
1(1)
Reviewing Employee Data
1(1)
Working with Excel's Logical Functions
2(7)
Using the IF Function
2(3)
Using the And Function
5(2)
Creating Nested IF Functions
7(2)
Calculating Conditional Counts and Sums
9(2)
Using the COUNTIF Function
9(1)
Using the SUMIF Function
10(1)
Advanced Filtering
11(3)
Setting Advanced Filtering Criteria
11(2)
Copying Filtered Records to a New Location
13(1)
Using Database Functions to Summarize an Excel List
14(3)
Appendix Summary
17(1)
Key Terms
17(1)
Review Assignments
17(1)
Case Problems
18
Appendix B Integrating Excel with Other Windows Programs
1(1)
Creating Integrated Documents
1(1)
Methods of Integration
2(1)
Copying and Pasting Data
2(1)
Object Linking and Embedding
3(1)
Linking an Excel Worksheet to a Word Document
3(3)
Updating a Linked Object
6(1)
Embedding an Object
7(1)
Modifying an Embedded Object
8(1)
Appendix Summary
9(1)
Key Terms
10(1)
Review Assignments
10(1)
Case Problems
11
Appendix C Creating Custom Formats
1(1)
Formatting Stock Market Data
1(1)
Using Format Codes
2(6)
Working with Numeric Codes
3(2)
Working with Text Codes
5(3)
Using Conditional Formats
8(3)
Formatting Dates
11(1)
Appendix Summary
12(1)
Key Terms
12(1)
Review Assignments
13(1)
Case Problems
13
Appendix D Saving PivotTables in HTML Format
1(1)
Creating Interactive PivotTables for the Web
1(1)
Saving Workbooks as Web Pages
2(1)
Web Pages with Spreadsheet Functionality
2(2)
Web Pages with PivotTable Lists
4(1)
Web Pages with Interactive Charts
5

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The Used, Rental and eBook copies of this book are not guaranteed to include any supplemental materials. Typically, only the book itself is included. This is true even if the title states it includes any access cards, study guides, lab manuals, CDs, etc.

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