INSERT BOOK COVER 1Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. Exploring Microsoft Office Excel 2010 by Robert Grauer, Keith Mulbery, and Mary Anne Poatsy Chapter 11 Templates, Styles, & Macros

Objectives Select a template Apply themes and backgrounds Apply cell styles Create and use a template Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 2

Objectives (continued) Protect a cell, a worksheet, and a workbook Create a macro Create macro buttons Set macro security Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 3

Templates, Themes, and Styles Excel is the right tool to develop consistently formatted workbooks Tools include: – Templates – Themes – Backgrounds – Styles Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 4

Select a Template Template — a special workbook file used as a model to create similarly structured workbooks Typically contains standard labels, formulas, and formatting but little or no data Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 5

Select a Template Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 6

Select a Template Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 7

Apply a Theme Theme — a collection of colors, fonts, and special effects Some organizations have a style that encompasses particular fonts, colors, and a logo or trademark Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 8

Customize a Theme Three elements comprise a theme: – Colors – Fonts – Effects Use the Themes group on the Page Layout tab to customize your theme Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 9

Insert a Background Background — an image that appears behind the worksheet data onscreen – Does not print Insert an image as a watermark in a header to have it appear on the printed page Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 10

Insert a Background Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 11

Apply Cell Style Cell style — a set of formatting options applied to worksheet cells Changing the theme results in Excel updating cells formatted by cell styles to reflect the new theme Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 12

Apply Cell Styles Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 13

Create Custom Cell Style To create a custom cell style: Click the cell that contains the desired formatting Click the Home tab and Cell Styles Select New Cell Style Type the name for your new style Click the check boxes to select the style options you want Click OK Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 14

Create Custom Cell Style Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 15

Edit/Remove Custom Cell Style To modify a style: Right-click the style in the Custom section of the Cell Styles gallery Select Modify Make the desired format changes Click OK To delete a cell style: Right-click the style name in the Custom section of the Cell Styles gallery Select Delete Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 16

Custom Templates and Workbook Protection Templates save time when designing workbooks You can create custom templates if predefined ones do not meet your needs Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 17

Create a Template Use descriptive labels, empty cells, and formulas Use cell references in formulas where possible Use an appropriate function to trap errors Include data-validation settings and instructions for the template Turn off worksheet gridlines, if desired Apply appropriate formatting Give worksheets meaningful names and delete worksheets that are not used Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 18

Save a Template To save a workbook as a template: Click the File tab Click Save & Send Click Change File Type Click Template Click Save As Select the location, enter a name, and click Save Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 19

Save to Template Gallery To save your custom template to Template Gallery: 1.Click the File tab 2.Click Save As 3.Click the Save as type arrow 4.Select Excel Template — Excel then selects the C:\...\Templates folder automatically 5.Enter a name and click Save Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 20

Protect a Template Excel permits you to protect a cell, a worksheet, and a workbook Design your template to enable users to change only the necessary cells in a worksheet Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 21

Lock and Unlock Cells Locked cells prevent users from making changes to that cell in a protected worksheet Locked cells are not protected until you protect the worksheet Unlock cells requiring user input before protecting the workbook Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 22

Lock and Unlock Cells Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 23

Protect a Worksheet Create passwords you can remember – Up to 255 characters – Combination of letters, numbers, and symbols Use upper and lower case – Passwords are case sensitive Store your password in a secure location Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 24

Protect a Worksheet Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 25

Unprotect a Worksheet To unprotect a worksheet: Click Unprotect Sheet in the Changes group on the Review tab, OR Click Format in the Cells group on the Home tab; then select Unprotect Sheet Type the password in the Password box; then click OK Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 26

Protect a Workbook Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 27

Unprotect a Workbook To unprotect a workbook: Click the Review tab Click Protect Workbook Type the password Click OK Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 28

Macros Macro — a set of instructions that tells Excel which commands to execute – A macro is your personal assistant File formats that support macros include: – Excel Macro-Enabled Workbook (.xlsm) – Excel Binary Workbook (.xlsb) – Excel Macro-Enabled Template (.xltm) Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 29

Create a Macro Macro Recorder — a tool for recording a sequence of commands and converting them into programming syntax Remember: – It records every action taken – Practice the steps before recording – Make them broad – Use the correct cell references Relative, absolute, or mixed Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 30

Use the Macro Recorder Access the Macro Recorder by: – View tab contains the Macros group with the macros command – Developer tab (when displayed) – Status bar which can display the Macro recording button Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 31

Display Developer Tab Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 32

Add Macro Recording to Status Bar Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 33

Record a Macro 1. Click the View tab 2. Click the Macros arrow in the Macros group 3. Select Record 4. Type a name for the macro 5. Type a keyboard shortcut if desired Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 34

Record a Macro (continued) 6.Click Store macro in arrow and select a location 7. Type a description and purpose 8. Click OK 9. Perform the commands 10. Click View tab, Macros in the macros group, and then Stop Recording Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 35

Record a Macro Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 36

Run a Macro Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 37

Run a Macro To run a macro: 1.Select the location where you will test the macro 2.Click the View tab 3.Click the Macros arrow in the Macros group 4.Select View Macros 5.Select the macro 6.Click Run Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 38

Edit a Macro in VBA Editor Visual Basic for Applications (VBA) — an Office application used to create, edit, execute, and debug macros using programming language Procedure — a named sequence of statements that execute as one unit Keyword — a special programming syntax used for a specific purpose Comment — documents programming code Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 39

Code in VBA Editor Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 40

Create Macro Buttons To add a macro button to a worksheet: 1.Click the Developer tab 2.Click Insert in the Controls group 3.Click Button (Form Control) 4.Drag the crosshair pointer to draw the button on the worksheet 5.Select the macro to assign to the button and click OK 6.Edit the button text and click the worksheet Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 41

Form Controls Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 42

Macro Security Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 43

Set Macro Security To open the Trust Center: 1.Click the File tab 2.Click Options 3.Click Trust Center on the left side of the Excel Options dialog box 4.Click Trust Center Settings Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 44

Trust Center Dialog Box Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 45

Summary In this chapter you learned how to: Select, create and use a template Apply themes and backgrounds Apply cell styles Protect a cell, worksheet, and workbook Work with macros – Create macros and macro buttons – Set macro security Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 46

Questions Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 47

Copyright Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall. 48 All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher. Printed in the United States of America.