Monday, December 27, 2021

TEACHING EXCEL FOR DATA ANALYSIS: HANDS ON 31 Customizing workbooks

 

Customizing workbooks

Note: You will need both these files to complete this activity:

  • https://github.com/alcadelina/Excel-

Your supervisor has sent you a workbook with notes indicating his requests.

1. Click on the link below to open the Microsoft Excel exercise document you can use to complete this exercise.

https://github.com/alcadelina/Excel-

2. First, you would like to view all the notes on the worksheet. Click Review → Notes → Show All Notes:

Excel worksheet open, Review tab selected, Notes selected and Show All Notes chosen

3. There are two notes from John Smith. The first, in cell A2, asks you to add a background to the worksheet:

Excel Worksheet open, two notes from John Smith appears, one in cell A2 asks to add a background to the worksheet

4. Click Page Layout → Background:

Microsoft Excel window open, Page layout tab selected, Background option selected

5. The Insert Pictures dialog box opens. Click From a file:

Insert Pictures dialog box opens, From a file option selected

6. Browse to your exercise folder and select Exercise_Customizing workbooks_image.png, then click Insert:

Note: In this activity we used Activity 7-1 as an example as seen below.

Sheet Background window open, Activity 7-1.png was selected, Insert button was selected

7. The background picture is added to the worksheet:

Microsoft Excel window open, the background picture was applied in the worksheet

8. The second note asks how much it would cost to lower the daily sales goal to $2,000:

Microsoft Excel window open, a note appears asking how much t would cost to lower the daily sales goal to $2,000

9. First note that the total of bonuses in cell I10 are $1,350. Now click cell I2 and type “2000” to change the daily goals value, then press Enter:

Excel Microsoft window open, table appears, Cell 12 selected, "2000" typed inside the cell 12, Enter key selected

10. The calculated total bonuses in cell I10 is now $1,500. It would cost $150 to lower the daily sales goal. Press Ctrl + Z to undo the change made to cell I2, then click Review → Notes → Convert to Comments so you can add your comments to the notes:

Microsoft Excel window open, Review tab selected, Notes selected, small pane opened, Convert to Comments option chosen

11. In the Excel alert dialog box, click Convert all notes:

Microsoft Excel dialog box open, Convert all notes button selected

12. Now click Review → Show Comments:

Excel window open, Review option selected, Show Comments option selected

13. In the Comments task pane, in the first comment, in the reply text box, type “Done”, then click Post:

Comments panel open, "done" typed in the first comment file, Post option selected

14. In the second comment type “An extra $150.” Again, click Post:

Comments panel open, "An extra $150" typed in the second comment field, Post option selected

15. Close the Comment task pane, then hover your cursor over cell I2. Note that only your comment has a date and time, as the previous comment was converted from a note:

Excel Window open, cursor hovered over cell12, the comment appears with date and time

16. Save the current workbook as Activity 7-1 Complete and then close Microsoft 365 Excel to complete this exercise.

17. Now, you can check out an example of a completed document in the link below:

https://github.com/alcadelina/Excel-

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