THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 1 Lesson Objectives Lesson 5 objectives Use a template to create a workbook. Build addition and subtraction formulas. Build multiplication and division formulas. Use order of precedence in a formula. Use relative, absolute, and mixed references. Work with the Page Layout tab.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 2 Creating a Workbook from a Template A template is a model or sample workbook. It can include font types and styles, borders, labels, values, and formulas. Templates are automatically saved with an.xltx filename extension in a Templates folder.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 3 The New Workbook Dialog Box

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 4 Building Addition Formulas Addition formulas total or sum cell values using the + operator. You can key the cell addresses or you can point and click each one.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 5 Building Subtraction Formulas Subtraction formulas compute the difference between cells using the – operator. You can use the – sign in the ten-key pad or in the row of numbers at the top of the keyboard.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 6 Building Multiplication and Division Formulas Multiplication formulas use the * (asterisk) symbol. Division formulas use the / (forward slash) symbol. Results are formatted with decimals if the result is not a whole number. When multiplying or dividing by a percent, you can key the actual percent (75%) or its decimal equivalent (.75).

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 7 Editing a Formula You can edit formulas within the cell or in the formula bar.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 8 Applying Percent Style and Increasing Decimal Positions The Percent Style multiplies a value by 100 to convert it. The Increase Decimal button adds a decimal position with each click. Both of these buttons are on the Home command tab.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 9 Using Order of Precedence Order of precedence determines what part of a formula is calculated first. These math rules are also known as order of operation or math hierarchy. Parentheses can be used to control the order of precedence.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 10 Operator Precedence

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 11 Using Relative, Absolute, and Mixed References In a relative reference, Excel adjusts the formula relative to the row or column where the copy is located. This is the default reference type and behavior. In an absolute reference, nothing is changed when the formula is copied. In a mixed reference, part of the cell reference is adjusted when a formula is copied. The dollar sign in a cell reference is a reserved symbol.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 12 Cell References

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 13 Using a Color Scale A color scale is conditional formatting that applies fill to a range based on the value. Color scales can use two or three colors.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 14 Choosing a Color Scale

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 15 Working with the Page Layout Tab Change margins. Change the page orientation. Choose a paper size. Set a print area or print titles. Scale the worksheet to fit the page or print larger than the page. Change page breaks. Add a background image. From the Page Layout tab, you can:

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 16 Scaling the Worksheet Scaling commands allow you to set an increased or decreased size percentage for how the worksheet prints.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 17 Displaying Formulas Press [Ctrl]+[~] to display or hide formulas. It is a good practice to copy the sheet to create a separate formula display. Formulas can also be displayed and hidden from the Advanced tab in the Excel Options dialog box.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 18 Displaying Formulas

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 19 Saving a Workbook as a Web Page A workbook can be saved as an HTML file. HTML means Hypertext Markup Language, a recognized Web format. You can save the entire workbook or a single sheet for display. The filename extension is.htm.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 20 Saving a Web Page

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 21 Summary Use a template to create workbooks that use the same labels and other basic information on a routine basis. Templates can include labels, values, formatting, formulas, and pictures. You can edit a formula in the formula bar and within the cell in Edit mode. The Percent Style converts a decimal value to its percent equivalent.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 22 Summary In calculating formulas, Excel follows mathematical order of precedence. You can establish a different order of precedence in a formula by keying parentheses around the calculations that you want performed first. Excel has relative, absolute, and mixed references. These references determine what happens when a formula is copied.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 23 Summary A color scale is a conditional formatting rule that fills a range of cells with various intensities of a color based on the values. A portrait orientation prints a vertical page. A landscape page prints a horizontal page. The Scale to Fit group on the Page Layout tab enables you to print the worksheet in a reduced or enlarged size. You can also choose to have Excel fit the worksheet on a page.

THE PROFESSIONAL APPROACH SERIES © 2008 The McGraw-Hill Companies, Inc. All rights reserved. 24 Summary To set a precise margin, use the Margins tab in the Page Setup dialog box. You can print a worksheet with formulas displayed for documentation or help in locating problems. You can save a workbook as a Web page for viewing in most browsers.