- •About the Author
- •About the Technical Editor
- •Credits
- •Is This Book for You?
- •Software Versions
- •Conventions This Book Uses
- •What the Icons Mean
- •How This Book Is Organized
- •How to Use This Book
- •What’s on the Companion CD
- •What Is Excel Good For?
- •What’s New in Excel 2010?
- •Moving around a Worksheet
- •Introducing the Ribbon
- •Using Shortcut Menus
- •Customizing Your Quick Access Toolbar
- •Working with Dialog Boxes
- •Using the Task Pane
- •Creating Your First Excel Worksheet
- •Entering Text and Values into Your Worksheets
- •Entering Dates and Times into Your Worksheets
- •Modifying Cell Contents
- •Applying Number Formatting
- •Controlling the Worksheet View
- •Working with Rows and Columns
- •Understanding Cells and Ranges
- •Copying or Moving Ranges
- •Using Names to Work with Ranges
- •Adding Comments to Cells
- •What Is a Table?
- •Creating a Table
- •Changing the Look of a Table
- •Working with Tables
- •Getting to Know the Formatting Tools
- •Changing Text Alignment
- •Using Colors and Shading
- •Adding Borders and Lines
- •Adding a Background Image to a Worksheet
- •Using Named Styles for Easier Formatting
- •Understanding Document Themes
- •Creating a New Workbook
- •Opening an Existing Workbook
- •Saving a Workbook
- •Using AutoRecover
- •Specifying a Password
- •Organizing Your Files
- •Other Workbook Info Options
- •Closing Workbooks
- •Safeguarding Your Work
- •Excel File Compatibility
- •Exploring Excel Templates
- •Understanding Custom Excel Templates
- •Printing with One Click
- •Changing Your Page View
- •Adjusting Common Page Setup Settings
- •Adding a Header or Footer to Your Reports
- •Copying Page Setup Settings across Sheets
- •Preventing Certain Cells from Being Printed
- •Preventing Objects from Being Printed
- •Creating Custom Views of Your Worksheet
- •Understanding Formula Basics
- •Entering Formulas into Your Worksheets
- •Editing Formulas
- •Using Cell References in Formulas
- •Using Formulas in Tables
- •Correcting Common Formula Errors
- •Using Advanced Naming Techniques
- •Tips for Working with Formulas
- •A Few Words about Text
- •Text Functions
- •Advanced Text Formulas
- •Date-Related Worksheet Functions
- •Time-Related Functions
- •Basic Counting Formulas
- •Advanced Counting Formulas
- •Summing Formulas
- •Conditional Sums Using a Single Criterion
- •Conditional Sums Using Multiple Criteria
- •Introducing Lookup Formulas
- •Functions Relevant to Lookups
- •Basic Lookup Formulas
- •Specialized Lookup Formulas
- •The Time Value of Money
- •Loan Calculations
- •Investment Calculations
- •Depreciation Calculations
- •Understanding Array Formulas
- •Understanding the Dimensions of an Array
- •Naming Array Constants
- •Working with Array Formulas
- •Using Multicell Array Formulas
- •Using Single-Cell Array Formulas
- •Working with Multicell Array Formulas
- •What Is a Chart?
- •Understanding How Excel Handles Charts
- •Creating a Chart
- •Working with Charts
- •Understanding Chart Types
- •Learning More
- •Selecting Chart Elements
- •User Interface Choices for Modifying Chart Elements
- •Modifying the Chart Area
- •Modifying the Plot Area
- •Working with Chart Titles
- •Working with a Legend
- •Working with Gridlines
- •Modifying the Axes
- •Working with Data Series
- •Creating Chart Templates
- •Learning Some Chart-Making Tricks
- •About Conditional Formatting
- •Specifying Conditional Formatting
- •Conditional Formats That Use Graphics
- •Creating Formula-Based Rules
- •Working with Conditional Formats
- •Sparkline Types
- •Creating Sparklines
- •Customizing Sparklines
- •Specifying a Date Axis
- •Auto-Updating Sparklines
- •Displaying a Sparkline for a Dynamic Range
- •Using Shapes
- •Using SmartArt
- •Using WordArt
- •Working with Other Graphic Types
- •Using the Equation Editor
- •Customizing the Ribbon
- •About Number Formatting
- •Creating a Custom Number Format
- •Custom Number Format Examples
- •About Data Validation
- •Specifying Validation Criteria
- •Types of Validation Criteria You Can Apply
- •Creating a Drop-Down List
- •Using Formulas for Data Validation Rules
- •Understanding Cell References
- •Data Validation Formula Examples
- •Introducing Worksheet Outlines
- •Creating an Outline
- •Working with Outlines
- •Linking Workbooks
- •Creating External Reference Formulas
- •Working with External Reference Formulas
- •Consolidating Worksheets
- •Understanding the Different Web Formats
- •Opening an HTML File
- •Working with Hyperlinks
- •Using Web Queries
- •Other Internet-Related Features
- •Copying and Pasting
- •Copying from Excel to Word
- •Embedding Objects in a Worksheet
- •Using Excel on a Network
- •Understanding File Reservations
- •Sharing Workbooks
- •Tracking Workbook Changes
- •Types of Protection
- •Protecting a Worksheet
- •Protecting a Workbook
- •VB Project Protection
- •Related Topics
- •Using Excel Auditing Tools
- •Searching and Replacing
- •Spell Checking Your Worksheets
- •Using AutoCorrect
- •Understanding External Database Files
- •Importing Access Tables
- •Retrieving Data with Query: An Example
- •Working with Data Returned by Query
- •Using Query without the Wizard
- •Learning More about Query
- •About Pivot Tables
- •Creating a Pivot Table
- •More Pivot Table Examples
- •Learning More
- •Working with Non-Numeric Data
- •Grouping Pivot Table Items
- •Creating a Frequency Distribution
- •Filtering Pivot Tables with Slicers
- •Referencing Cells within a Pivot Table
- •Creating Pivot Charts
- •Another Pivot Table Example
- •Producing a Report with a Pivot Table
- •A What-If Example
- •Types of What-If Analyses
- •Manual What-If Analysis
- •Creating Data Tables
- •Using Scenario Manager
- •What-If Analysis, in Reverse
- •Single-Cell Goal Seeking
- •Introducing Solver
- •Solver Examples
- •Installing the Analysis ToolPak Add-in
- •Using the Analysis Tools
- •Introducing the Analysis ToolPak Tools
- •Introducing VBA Macros
- •Displaying the Developer Tab
- •About Macro Security
- •Saving Workbooks That Contain Macros
- •Two Types of VBA Macros
- •Creating VBA Macros
- •Learning More
- •Overview of VBA Functions
- •An Introductory Example
- •About Function Procedures
- •Executing Function Procedures
- •Function Procedure Arguments
- •Debugging Custom Functions
- •Inserting Custom Functions
- •Learning More
- •Why Create UserForms?
- •UserForm Alternatives
- •Creating UserForms: An Overview
- •A UserForm Example
- •Another UserForm Example
- •More on Creating UserForms
- •Learning More
- •Why Use Controls on a Worksheet?
- •Using Controls
- •Reviewing the Available ActiveX Controls
- •Understanding Events
- •Entering Event-Handler VBA Code
- •Using Workbook-Level Events
- •Working with Worksheet Events
- •Using Non-Object Events
- •Working with Ranges
- •Working with Workbooks
- •Working with Charts
- •VBA Speed Tips
- •What Is an Add-In?
- •Working with Add-Ins
- •Why Create Add-Ins?
- •Creating Add-Ins
- •An Add-In Example
- •System Requirements
- •Using the CD
- •What’s on the CD
- •Troubleshooting
- •The Excel Help System
- •Microsoft Technical Support
- •Internet Newsgroups
- •Internet Web sites
- •End-User License Agreement
Chapter 6: Worksheet Formatting
Using Colors and Shading
Excel provides the tools to create some very colorful worksheets. You can change the color of the text or add colors to the backgrounds of the worksheet cells.
Note
Prior to Excel 2007, workbooks were limited to a palette of 56 colors. Excel 2010 allows a virtually unlimited number of colors. n
You control the color of the cell’s text by choosing Home Font Font Color. Control the cell’s background color by choosing Home Font Fill Color. Both of these color controls are also available on the Mini toolbar, which appears when you right-click a cell or range.
Tip
To hide the contents of a cell, make the background color the same as the font text color. The cell contents are still visible in the Formula bar when you select the cell. Keep in mind, however, that some printers may override this setting, and the text may be visible when printed. n
Even though you have access to an unlimited number of colors, you might want to stick with the ten theme colors (and their light/dark variations) displayed in the various color selection controls. In other words, avoid using the More Color option, which lets you select a color. Why? First of all, those ten colors were chosen because they “go together” (well, at least somebody thought they did). Another reason involves document themes. If you switch to a different document theme for your workbook, nontheme colors aren’t changed. In some cases, the result may be less than pleasing, aesthetically. See “Understanding Document Themes,” later in this chapter, for more information about themes.
Using Colors with Table Styles
In Chapter 5, I discuss the handy Table feature. One advantage to using tables is that it’s very easy to apply table styles. You can change the look of your table with a single mouse click.
It’s important to understand how table styles work with existing formatting. A simple rule is that applying a style to a table doesn’t override existing formatting. For example, assume that you have a range of data that uses yellow as the background color for the cells. When you convert that range to a table (by choosing Insert Tables Table), the default table style (alternating row colors) isn’t visible. Rather, the table will display the previously applied yellow background.
To make table styles visible with this table, you need to remove the manually applied background cell colors. Select the entire table and then choose Home Font Fill Color No Fill.
You can apply any type of formatting to a table, and that formatting will override the table style formatting. For example, you may want to make a particular cell stand out by using a different fill color.
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Part I: Getting Started with Excel
Adding Borders and Lines
Borders (and lines within the borders) are another visual enhancement that you can add around groups of cells. Borders are often used to group a range of similar cells or to delineate rows or columns. Excel offers 13 preset styles of borders, as you can see in the Home Font Borders dropdown list shown in Figure 6.9. This control works with the selected cell or range and enables you to specify which, if any, border style to use for each border of the selection.
FIGURE 6.9
Use the Borders drop-down list to add lines around worksheet cells.
You may prefer to draw borders rather than select a preset border style. To do so, use the Draw Border or Draw Border Grid command from the Home Font Borders drop-down list. Selecting either command lets you create borders by dragging your mouse. Use the Line Color or Line Style commands to change the color or style. When you’re finished drawing borders, press Esc to cancel the border-drawing mode.
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Chapter 6: Worksheet Formatting
Another way to apply borders is to use the Border tab of the Format Cells dialog box, which is shown in Figure 6.10. One way to display this dialog box is to select More Borders from the Borders drop-down list.
FIGURE 6.10
Use the Border tab of the Format Cells dialog box for more control over cell borders.
Before you display the Format Cells dialog box, select the cell or range to which you want to add borders. First, choose a line style and then choose the border position for the line style by clicking one of the Border icons (these icons are toggles).
Notice that the Border tab has three preset icons, which can save you some clicking. If you want to remove all borders from the selection, click None. To put an outline around the selection, click Outline. To put borders inside the selection, click Inside.
Excel displays the selected border style in the dialog box; there is no live preview. You can choose different styles for different border positions; you can also choose a color for the border. Using this dialog box may require some experimentation, but you’ll get the hang of it.
When you apply diagonal lines to a cell or range, the selection looks like it has been crossed out.
Tip
If you use border formatting in your worksheet, you may want to turn off the grid display to make the borders more pronounced. Choose View Show Gridlines to toggle the gridline display. n
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Part I: Getting Started with Excel
Adding a Background Image to a Worksheet
Excel also enables you to choose a graphics file to serve as a background for a worksheet. This effect is similar to the wallpaper that you may display on your Windows desktop or as a background for a Web page.
To add a background to a worksheet, choose Page Layout Page Setup Background. Excel displays a dialog box that enables you to select a graphics file; all common graphic file formats are supported. When you locate a file, click Insert. Excel tiles the graphic across your worksheet. Some images are specifically designed to be tiled, such as the one shown in Figure 6.11. This type of image is often used for Web page backgrounds, and it creates a seamless background.
FIGURE 6.11
You can add almost any image file as a worksheet background image.
On the CD
This workbook, named background image.xlsx, is available on the companion CD-ROM. n
You also want to turn off the gridline display because the gridlines show through the graphic. Some backgrounds make viewing text difficult, so you may want to use a solid background color for cells that contain text.
Keep in mind that using a background image will increase the size of your workbook. This may be a consideration if you plan to e-mail the workbook to others.
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