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Page

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6-1

LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Microsoft Excel 2003 - Specialist

MAINTAINING WORKBOOKS

CHAPTER

6

BACK NEXT END

6-2

LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Performance ObjectivesPerformance Objectives

Create and rename a folder

Delete workbooks and folders

Copy and move workbooks within andbetween folders

Copy, move, and rename worksheets withina workbook

Save a workbook in a variety of formats

Search for specific workbooks

Maintain consistent formatting with styles

Use comments for review and response

Create financial forms using templates

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Open Dialog BoxOpen Dialog Box

Open buttonOR Ctrl + O

File, Open

Back

Up One Level

Search the Web

Delete

Create New Folder

Views

Tools

CHAPTER

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6-4

LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Save As Dialog BoxSave As Dialog Box

same toolbar buttonsas in Open dialog box

Save buttonOR Ctrl + S

File, Save As

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Creating a FolderCreating a Folder

becomes the

active folder

use buttons tochange active folder

Create New Folder button

type newfolder name

click

CHAPTER

6

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6-6

LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Renaming a FolderRenaming a Folder

select folder

click

Type the new name for the folder and thenpress Enter.

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Selecting WorkbooksSelecting Workbooks

Selected workbooks can be opened,deleted, copied, moved, and printed.

File, Open

select files using

Ctrl and/or Shift keys

CHAPTER

6

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6-8

LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Deleting Workbooks and FoldersDeleting Workbooks and Folders

clickDelete buttonor Tools menu

optionselect files

click

Delete a folder and its contents in thesame manner.

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Deleting to the Recycle BinDeleting to the Recycle Bin

double-click

select files

Files from a data disk are deletedpermanently. Files from the hard drive are

sent to the Window s Recycle Bin.

File, Restore

CHAPTER

6

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Copying WorkbooksCopying Workbooks

File, Save As

change to desireddrive/folder

click

w ith opening the workbook

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Copying Workbooks/2Copying Workbooks/2

File, Open (or File, Save As)

without opening the workbook

select files

right-click andclick Copy

change todesired folder

right-click andclick Paste

CHAPTER

6

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6-12

LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Copying Workbooks/3Copying Workbooks/3

into the same folder

names the duplicateswith Copy of xxx

File, Open (or File, Save As), select files,Copy, Paste

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Sending WorkbooksSending Workbooks

to quickly send a copy of a workbook toanother drive or folder

File, Open

select file

right-click andclick Send To

select desiredlocation

CHAPTER

6

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Cutting and Pasting a WorkbookCutting and Pasting a Workbook

File, Open (or File, Save As)

select files

right-click andclick Cut

change todesired folder

right-click andclick Paste

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Renaming WorkbooksRenaming Workbooks

changes the name and keeps in same folder

select file

click

Type the new name for the file and thenpress Enter.

CHAPTER

6

BACK NEXT END

6-16

LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Printing WorkbooksPrinting Workbooks

allows you to print workbooksw ithout opening them

File, Open

select file(s)

click

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Copying a Worksheet to Another WorkbookCopying a Worksheet to Another Workbook

open the source and thedestination workbooks

Edit, Move or Copy Sheet OR

right-click sheet tab

selectdestination

selectlocation

click tocreate a copy

click

CHAPTER

6

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Moving a Worksheet to Another WorkbookMoving a Worksheet to Another Workbook

open the source and thedestination workbooks

Edit, Move or Copy Sheet OROR

right-click sheet tab

selectdestination

selectlocation

click

Be careful formulas may notcalculate properly.

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Renaming a WorksheetRenaming a Worksheet

Able to use up to 31 characters.

right-click sheet tab

double-click sheet tabType the new name for the worksheet and

then press Enter.

OROR

CHAPTER

6

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Saving in a Variety of FormatsSaving in a Variety of Formats

File, Save As

click desired formatat the drop-down list

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Searching for Specific WorkbooksSearching for Specific Workbooks

enter search textand options

click to begin search

displays AdvancedSearch Task Pane

(options for settinglimits and conditions)

File, File Search

CHAPTER

6

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Formatting with StylesFormatting with Styles

A style is a predefined set offormatting attributes.

automates the formatting of cells in a

workbook and maintains consistency

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Defining a StyleDefining a Style

w ith existing formatting

select cell(s) containing desired formatting

type a new name

clickFormat, Style

CHAPTER

6

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Defining a Style/2Defining a Style/2

with new formatting

click

Format, Style

select the formats toinclude in the style

click

click OK to define andapply or click Add to

define without applying

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Applying a StyleApplying a Style

select cell(s)

Format, Style

click desiredstyle name indrop-down list

click

CHAPTER

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Copying Styles to Another WorkbookCopying Styles to Another Workbook

defined styles are saved with theworkbook in w hich they are created

open source and destination workbooks

Format, Style

double-clickworkbook name

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Removing a StyleRemoving a Style

select cell(s)

Format, Style

click Normalin drop-down list

CHAPTER

6

BACK NEXT END

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Deleting a StyleDeleting a Style

Format, Style

click

select Style

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Inserting CommentsInserting Comments

A comment is useful forproviding specific instructions,

identifying criticalinformation,

or for multiple users.

The Reviewing toolbar contains buttons for

inserting and managing comments.

CHAPTER

6

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Reviewing Toolbar ButtonsReviewing Toolbar Buttons

View, Toolbars, Reviewing

New CommentPrevious Comment

Next CommentShow/Hide Comments

Show All CommentsDelete Comment

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Inserting a CommentInserting a Comment

when you click outside the box,the box is removed

and a red triangle appears

New Comment button

type desiredinformation

CHAPTER

6

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Displaying a CommentDisplaying a Comment

hover over cell

button changes to

Hide All Comments

comment displays

click to Show All

Comments

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Printing a CommentPrinting a Comment

File, Page Setup

click and selectdesired option

CHAPTER

6

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Editing a CommentEditing a Comment

click cell containing comment

New Comment button changesto Edit Comment button - click

edit comment as desired

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Deleting a CommentDeleting a Comment

click cell containing comment

click Delete Comment button

CHAPTER

6

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

Using Excel TemplatesUsing Excel Templates

File, New

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Entering Data in a TemplateEntering Data in a Template

Sales Invoice Template

enterinformation

move to another cellwith Tab or Shift + Tab

CHAPTER

6

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

How do you display the Open dialog box?Features SummaryFeatures Summary

Open buttonOROR Ctrl + O

File, Open

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

How do you display the Save As dialog box?

Features SummaryFeatures Summary

Save buttonOROR Ctrl + S

File, Save As

CHAPTER

6

BACK NEXT END

6-40

LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

How do you display the Print dialog box?Features SummaryFeatures Summary

File, Print

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

How do you display the Move or Copy Sheetdialog box?

Features SummaryFeatures Summary

Edit, Move or Copy Sheet

CHAPTER

6

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

How do you display the Basic File Search task

pane?

Features SummaryFeatures Summary

File, File Search

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

How do you display the Style dialog box?

Features SummaryFeatures Summary

Format, Style

CHAPTER

6

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

How do you display the Merge Styles dialog box?Features SummaryFeatures Summary

Format, Style

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

How do you display the Reviewing toolbar?

Features SummaryFeatures Summary

View, Toolbars, Reviewing

CHAPTER

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments Templates

Features Summary

How do you display the Templates dialog box?Features SummaryFeatures Summary

File, New

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CHAPTER

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LINKS TOOBJECTIVES

Create and Rename

a Folder

Delete Workbooks

and Folders

Copy and Move

Between Folders

Copy, Move, and

Rename Worksheets

Save in a Variety of

Formats

Search for Specific

Workbooks

Styles

Comments

Templates

Features Summary

Coming NextComing Next

CREATING A CHART INEXCEL