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Lesson 19
Organizing and
Enhancing Worksheets
Computer Literacy
BASICS: A
Comprehensive Guide
to IC3, 4th Edition

1

Morrison / Wells
Objectives



Lesson 19



2




Hide, show, and freeze columns and rows.
Create, rename, and delete worksheets.
Change the page setup of a worksheet and
add headers and footers.
Customize the print options.
Apply fonts, alignments, number formats, and
conditional formatting to worksheet cells.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Objectives (continued)


Lesson 19



3



Apply borders, shading, and styles to
worksheet cells.
Sort and filter data in a worksheet.
Save a workbook in PDF and XPS formats.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Vocabulary


Lesson 19









4

cell style
conditional
formatting
filter
footer
freeze
header

Morrison / Wells






header row
sheet tab
split
table style

CLB: A Comp Guide to IC3 4E
Managing Worksheets


Lesson 19



5



Hiding and Showing Worksheet Data
A header row contains column headings or
field names in a data source, such as a table
or spreadsheet.
When you hide rows and columns, the data
remains intact; it is just not visible on the
screen.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Managing Worksheets (continued)


Lesson 19



6



Freezing Rows and Columns
When you freeze columns and/or rows, you
lock them so you can keep an area visible as
you scroll through the worksheet.
An alternative way to freeze rows and
columns is to split a worksheet, which divides
the worksheet into two panes.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Managing Worksheets (continued)


Lesson 19



7

Working with Multiple Worksheets
At the bottom of the workbook window, a
sheet tab is displayed for quick and easy
access to the worksheet.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Formatting the Page Layout


Lesson 19







8

Changing the Page Setup
Create your own page break by dragging the
page break to a new location or by selecting a
row or cell and inserting a manual page break.
You can change to landscape orientation, which
formats the document with the long edge of the
page at the top.
Use the Fit to command to fit the worksheet to a
number of pages you designate.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Formatting the Page Layout
(continued)


Lesson 19



9



Creating a Header and a Footer
A header is information and/or graphics that
are printed in the top margin of a worksheet.
A footer is printed in the bottom margin of the
worksheet.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Formatting the Page Layout
(continued)


Lesson 19



10

Customizing Print
Options
Change the print
settings using
commands in the
Page Layout dialog
box or in Backstage
view.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Formatting the Cell Contents


Lesson 19



11




Merging Cells and Changing Font Styles
and Sizes
You can merge cells and combine several
cells into a single cell.
Bold, italic, underline, and color formats can
also add emphasis to the contents of a cell.
You can use the Format Painter feature to
copy formats.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Formatting the Cell Contents
(continued)


Lesson 19



12

Changing Alignment and Wrapping Text
in Cells
Buttons for adjusting alignment, wrapping
text, and more are in the Alignment group on
the Home tab.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Formatting the Cell Contents
(continued)


Lesson 19



13

Formatting Numbers and Dates
You can format numbers and dates using the
commands in the Number group on the
Home tab.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Formatting the Cell Contents
(continued)


Lesson 19



14



Applying Conditional Formatting
Conditional formatting applies designated
formats to cells when the cell value meets
specified conditions (criteria).
Use buttons in the Styles group on the Home
tab.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Formatting the Cell Contents
(continued)


Lesson 19



15



Adding Shading, Borders, and Styles
You can emphasize important information in
a cell, a row of cells, or a column by applying
color, shading, or border formats.
A cell style is a set of predefined formats you
can apply to some of the worksheet data,
such as a header row, a cell showing a total,
or cells showing the date and time.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Formatting the Cell Contents
(continued)


Lesson 19



Adding Shading, Borders, and Styles (continued)
A table style is a set of predefined formats that you
can apply to all the worksheet data with a single
click.

16

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Sorting and Filtering Data
You can sort the data and numbers in the
columns based on one criteria or on multiple
criteria.

Lesson 19



17

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Sorting and Filtering Data
(continued)
When you filter data, the data that does not
meet the criteria is hidden, and only the data
that meets the criteria is shown.

Lesson 19



18

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Saving a Workbook as a PDF or
XPS File

Lesson 19



19



PDF and XPS file formats preserve the visual
appearance and layout of each worksheet,
but don’t allow the recipient to modify the
data.
Both formats enable fast viewing and
printing.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Lesson 19

Summary

20

In this lesson, you learned:
 To keep the header row in view when navigating
through a large worksheet, you can change the
zoom setting. If that does not work because the
worksheet is too large, you can hide some of the
rows and columns so you can focus on a particular
range of data, or you can freeze some rows and
columns.
 You can delete or add one or several worksheets to
a workbook, and you can rename each worksheet.
Morrison / Wells

CLB: A Comp Guide to IC3 4E
Summary (continued)



Lesson 19



21

Headers and footers can be added to worksheets to provide
information such as the source and date of the data.
You can change the page orientation or use the Fit to
feature to fit all the data on a specified number of pages.
You can control the print output by inserting page breaks
manually or creating a print area for the worksheet. With the
default settings, the gridlines and row and column headings
appear on the screen in worksheets but they do not appear
when the worksheets are printed. You can change the
settings to hide these elements on the screen and/or include
them in printed worksheets.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Summary (continued)

Lesson 19



22



Before you print, you can preview the worksheet to
see what it will look like when it is printed. You can
choose to print the active worksheet only, or you
can choose to print all worksheets in the
workbook.
There are many options available for formatting
cell contents, including merging cells, changing
font styles and sizes, changing the alignment
within the cells, and applying number and date
formats.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Summary (continued)


Lesson 19



23

Conditional formatting enables you to quickly
identify exceptions or trends in data as well as
unusual cell values.
To enhance the appearance and highlight data
within the worksheet, you can add borders and
shading to cells. There are also many predefined
styles available that you can quickly apply to
give the worksheet a professional look and make
reading the data easier.

Morrison / Wells

CLB: A Comp Guide to IC3 4E
Summary (continued)

Lesson 19



24



To organize worksheet data numerically or
alphabetically, you can sort the data based on a
single column, or you can sort the data based on
multiple criteria. To screen for data that meets
certain criteria, you can filter the data.
To preserve the visual appearance and layout of
each worksheet, you can save all the workbook
data in a PDF or an XPS file format.

Morrison / Wells

CLB: A Comp Guide to IC3 4E

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Organizing and Enhancing Excel Worksheets

  • 1. Lesson 19 Organizing and Enhancing Worksheets Computer Literacy BASICS: A Comprehensive Guide to IC3, 4th Edition 1 Morrison / Wells
  • 2. Objectives   Lesson 19  2   Hide, show, and freeze columns and rows. Create, rename, and delete worksheets. Change the page setup of a worksheet and add headers and footers. Customize the print options. Apply fonts, alignments, number formats, and conditional formatting to worksheet cells. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 3. Objectives (continued)  Lesson 19  3  Apply borders, shading, and styles to worksheet cells. Sort and filter data in a worksheet. Save a workbook in PDF and XPS formats. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 4. Vocabulary  Lesson 19      4 cell style conditional formatting filter footer freeze header Morrison / Wells     header row sheet tab split table style CLB: A Comp Guide to IC3 4E
  • 5. Managing Worksheets  Lesson 19  5  Hiding and Showing Worksheet Data A header row contains column headings or field names in a data source, such as a table or spreadsheet. When you hide rows and columns, the data remains intact; it is just not visible on the screen. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 6. Managing Worksheets (continued)  Lesson 19  6  Freezing Rows and Columns When you freeze columns and/or rows, you lock them so you can keep an area visible as you scroll through the worksheet. An alternative way to freeze rows and columns is to split a worksheet, which divides the worksheet into two panes. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 7. Managing Worksheets (continued)  Lesson 19  7 Working with Multiple Worksheets At the bottom of the workbook window, a sheet tab is displayed for quick and easy access to the worksheet. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 8. Formatting the Page Layout  Lesson 19    8 Changing the Page Setup Create your own page break by dragging the page break to a new location or by selecting a row or cell and inserting a manual page break. You can change to landscape orientation, which formats the document with the long edge of the page at the top. Use the Fit to command to fit the worksheet to a number of pages you designate. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 9. Formatting the Page Layout (continued)  Lesson 19  9  Creating a Header and a Footer A header is information and/or graphics that are printed in the top margin of a worksheet. A footer is printed in the bottom margin of the worksheet. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 10. Formatting the Page Layout (continued)  Lesson 19  10 Customizing Print Options Change the print settings using commands in the Page Layout dialog box or in Backstage view. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 11. Formatting the Cell Contents  Lesson 19  11   Merging Cells and Changing Font Styles and Sizes You can merge cells and combine several cells into a single cell. Bold, italic, underline, and color formats can also add emphasis to the contents of a cell. You can use the Format Painter feature to copy formats. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 12. Formatting the Cell Contents (continued)  Lesson 19  12 Changing Alignment and Wrapping Text in Cells Buttons for adjusting alignment, wrapping text, and more are in the Alignment group on the Home tab. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 13. Formatting the Cell Contents (continued)  Lesson 19  13 Formatting Numbers and Dates You can format numbers and dates using the commands in the Number group on the Home tab. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 14. Formatting the Cell Contents (continued)  Lesson 19  14  Applying Conditional Formatting Conditional formatting applies designated formats to cells when the cell value meets specified conditions (criteria). Use buttons in the Styles group on the Home tab. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 15. Formatting the Cell Contents (continued)  Lesson 19  15  Adding Shading, Borders, and Styles You can emphasize important information in a cell, a row of cells, or a column by applying color, shading, or border formats. A cell style is a set of predefined formats you can apply to some of the worksheet data, such as a header row, a cell showing a total, or cells showing the date and time. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 16. Formatting the Cell Contents (continued)  Lesson 19  Adding Shading, Borders, and Styles (continued) A table style is a set of predefined formats that you can apply to all the worksheet data with a single click. 16 Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 17. Sorting and Filtering Data You can sort the data and numbers in the columns based on one criteria or on multiple criteria. Lesson 19  17 Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 18. Sorting and Filtering Data (continued) When you filter data, the data that does not meet the criteria is hidden, and only the data that meets the criteria is shown. Lesson 19  18 Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 19. Saving a Workbook as a PDF or XPS File Lesson 19  19  PDF and XPS file formats preserve the visual appearance and layout of each worksheet, but don’t allow the recipient to modify the data. Both formats enable fast viewing and printing. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 20. Lesson 19 Summary 20 In this lesson, you learned:  To keep the header row in view when navigating through a large worksheet, you can change the zoom setting. If that does not work because the worksheet is too large, you can hide some of the rows and columns so you can focus on a particular range of data, or you can freeze some rows and columns.  You can delete or add one or several worksheets to a workbook, and you can rename each worksheet. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 21. Summary (continued)   Lesson 19  21 Headers and footers can be added to worksheets to provide information such as the source and date of the data. You can change the page orientation or use the Fit to feature to fit all the data on a specified number of pages. You can control the print output by inserting page breaks manually or creating a print area for the worksheet. With the default settings, the gridlines and row and column headings appear on the screen in worksheets but they do not appear when the worksheets are printed. You can change the settings to hide these elements on the screen and/or include them in printed worksheets. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 22. Summary (continued) Lesson 19  22  Before you print, you can preview the worksheet to see what it will look like when it is printed. You can choose to print the active worksheet only, or you can choose to print all worksheets in the workbook. There are many options available for formatting cell contents, including merging cells, changing font styles and sizes, changing the alignment within the cells, and applying number and date formats. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 23. Summary (continued)  Lesson 19  23 Conditional formatting enables you to quickly identify exceptions or trends in data as well as unusual cell values. To enhance the appearance and highlight data within the worksheet, you can add borders and shading to cells. There are also many predefined styles available that you can quickly apply to give the worksheet a professional look and make reading the data easier. Morrison / Wells CLB: A Comp Guide to IC3 4E
  • 24. Summary (continued) Lesson 19  24  To organize worksheet data numerically or alphabetically, you can sort the data based on a single column, or you can sort the data based on multiple criteria. To screen for data that meets certain criteria, you can filter the data. To preserve the visual appearance and layout of each worksheet, you can save all the workbook data in a PDF or an XPS file format. Morrison / Wells CLB: A Comp Guide to IC3 4E