The Opening Display




Excel may take a minute or so to load, but once it has done so your screen should look like the diagram shown below.

Figure 2 The Opening Excel Screen

The Excel interface follows many Microsoft Windows conventions that users of other Windows programs will be familiar with. There is the main Excel window, menus, toolbars, a status bar and sub-windows.

The Main Excel Window

The main Excel window contains a title bar, a collection of menus, two toolbars, a formula bar and a status bar. If one of the subwindows becomes larger than the main window, or if it shifts outside the area of the main window, then the main window will also develop scroll bars.

Menus

Excel has nine main menus available when you are working on a worksheet. As far as is possible these menus are organized and labelled exactly the same as the menus in Word for Windows 6.0. If you are already familiar with Word for Windows then you will be able to navigate your way around the menus quite easily. The list of menu options available changes when you are viewing charts. The menus follow the standard windows format of having the File and Edit menus to the left hand side of the screen, and the Window and Help menus on the right. The menus are described in more detail below:

The File Menu

The File menu deals with all the file handling aspects of Excel. If you want to open an existing file, create a new file, save a file or print a file the commands are all here. You also have the option of saving your sheets in the way they are currently arranged on screen by saving your Workspace.

Excel has some of its own file management capabilities, so there is a Find File capability to help you search for an elusive sheet, and there is also the option of saving summary information about the sheet you have created, similar to the information people have been able to save with Word documents.

Finally the command to exit Excel is here.





The Edit Menu

The Edit menu also shares much in common with other MS Windows applications. This menu contains commands for undoing the last action, cut, copy and paste actions, with some special copy options for certain elements. In addition to the normal Paste option there is a Paste Special that allows you to link the information you are pasting - e.g. from another worksheet - or else just paste part of the information (e.g. just the values but not the formulae that created the values).

The Delete and Clear options relate to the removal of data inside a range of cells, or the removal of columns or rows in a worksheet, or else the removal of an entire sheet.

One change from Excel 4 is that the text find and replace functions are now in this menu (in common with Word) rather than in the old Formula menu.





The View Menu

The View menu deals with how you see and view the Excel interface you are working with. Primarily it deals with what is shown and what is hidden. In Excel it is assumed that normally you want to see the sheet you are working on (although you can hide sheets if you are writing an Excel application) but you may not always want the clutter that surrounds them. In the View menu you have the option to turn off the Formula bar, the status bar and one or more of the available toolbars. From here you can also customise the toolbars that are available to you.

Excel also has a View Manager that lets you organise how you view areas of your worksheet. These views are especially useful as they contain printer settingetstart. This means that you could have one view for printing on a dot-matrix printer, and another one for printing on a Laserwriter.

The Insert Menu

The Insert menu deals with anything you might want to insert into Excel. A lot of your work will be to do with this menu as setting up a Worksheet largely involves inserting something into it. This can be as simple as another element of the sheet, or else it can be a chart or macro.

The Function command allows you to select your function from a categorised list when you are creating a formula. This is especially useful when you can't exactly remember the name or syntax of a particular function. The command dealing with the naming of ranges is also here.

From this menu you can also insert objects from other Windows programs such as a drawings, photographs or snippets of sound.



The Format Menu

The Format menu is all to do with the way the information is displayed. The variety of options available with Excel's formatting commands are really quite bewildering. From options within the Format menu you can decide what font, size, style and colour the information is to be in. You can then define borders around your cells, patterns behind them, and cell protection over the top of them.

One excellent idea in Excel is the ability to save all these formatting options together in a style, just like you can in a word processor. This greatly enhances the ease with which consistently formatted spreadsheets can be produced.



The Tools Menu

The Tools menu might equally be titled "Miscellaneous". It contains all the commands that do not comfortably fit in anywhere else. The first set of commands are to do error checking your spreadsheet. The second set are to do with performing what-if analysis on your spreadsheet using Goal Seek, the Solver and the Scenario manager. There is then the command for turning document protection on or off, and what Add-Ins you have installed. Add-Ins can augment the functionality of Excel by adding commands, routines, menu items and functions to the base set provided with Excel. After that there are the commands to record macros which are the first step to automating your work and programming Excel with Visual Basic. Finally there is an options command that brings up a 10-page dialogue box of settings for Excel that you can alter to suit your preferences.



The Data Menu

The Data menu is all to do with using Excel as a database and data modeller. From here you can search for information in a list, set criteria for searches so that you only see the relevant part of the list, sort the data and extract records from the database table into another area of the worksheet.

The Consolidate command is one of the ways Excel uses its 3-D spreadsheet capabilities to compile the information from several sheets into one summary sheet.

The PivotTable.. command at the bottom of the menu is one of the most powerful features in Excel, allowing you to view information from your spreadsheet in a dynamic 3-dimensional model.



The Window Menu

The Window menu is found in many MS Windows programs, and it is usually a series of commands to let you move, select and resize the subwindows in Excel. As some users of Excel will need to work with several subwindows open at once there is the Arrange command for arranging all your subwindows on screen.

The middle section has to do with the worksheet you are looking at. The split command allows you to see up to four different areas of one spreadsheet all at once, and the freeze panes enables you to keep column and row headings on screen as you scroll through your document. Both of these features are extremely useful for managing large worksheets.



The Help Menu

This menu contains the commands for the Excel Help System. Under this menu users can access the excellent Excel Tutorials. These have been improved on since version 4 so that it is now possible to have more task-oriented demonstrations and explanations than before. Also users who have previously used Lotus 1-2-3 (or As-Easy-As) can access help specifically directed at them.





Shortcut Menus

Having menus to select your commands from often makes Windows programs easy to learn but slow to use. Excel has two methods of avoiding a trawl through complicated menus in order to find the relevant command. The first is the use of the shortcut menu. If, at any point during your working with Excel, you click the right mouse button then you will get up a list of menu commands relevant to what you are doing at that point in time. For example, if you have a single cell selected the commands in the pop-up menu will allow you to cut/copy/paste information, clear the cell, add or remove columns and rows, or else format the cell.

Toolbars

The second method Excel has to reduce your effort is a set of 9 toolbars which contain buttons for many of the menu commands. These toolbars greatly enhance the speed with which you will be able to use Excel. The standard two toolbars are shown below.

Figure 13 The Two Standard Toolbars

To operate the buttons simply move the mouse over the button and click once. If you leave the mouse cursor over a button then you will soon get a little note up to tell you what that button does.

Figure 14 - Button Labels

The nine toolbars are as follows: Standard, Formatting, Chart, Drawing, Forms, Visual Basic, Auditing, Workgroup and Microsoft.

These can be called up by using the View Toolbars... command. When on screen they can either be as a line at the top of the screen (like the illustration above) or else they can be in a Window of their own that can be moved anywhere within the main Excel window.

Figure 15 The Standard Toolbar as a Floating Palette

Sub-Windows

Inside the main window are a collection of subwindows. The total number of subwindows you can have open is limited by your computer's system resources, but their types fall into three categories. When you first open Excel a single subwindow opens automatically for you - the Workbook. The workbook itself consists of a number of 'pages' and they can be of three different types. The first is an ordinary Worksheet with the grid of cells. The other two windows you will have to request specifically, either by asking for a chart (which produces the Chart sheet) or by creating a new macro (the Macro sheet).

The Worksheet

This is where all the main spreadsheeting work is done. The sheet consists of a simple grid of cells with 16,384 rows and 256 columns. The columns are labelled by letter A - IV, and the rows are numbered 1 - 16384. Around the worksheet are standard windows items - a title bar, two scroll bars and maximise and minimise buttons. In addition in the bottom left hand corner of the sheet there are the Workbook controls - sheet tabs and the VCR controls to move from sheet to sheet.

Figure 16 A Blank Excel Worksheet

The way the worksheet appears can be altered by the Tools Options command. This lets you decide whether to show formulas or values, whether to display gridlines (data is often clearer without them) and whether to display row and column headings.

When working on a worksheet you work usually on one cell at a time, and sometimes on groups of cells together. If you are working on a single cell, the cell in question is surrounded by a thick border with a little box in the bottom right hand corner. This border not only tells you which cell you are working on but is also instrumental in many of Excel's cell moving and copying operations.

If you are working on a range of cells, the selected range will appear black on the white background of the worksheet, and the border with its box will surround the entire range. However within that range there will still be on active cell and this will be white on the black background of the selected range.

Figure 17 A Selected Range

Chart Sheet

Charts can be stored either as embedded objects in an Excel worksheet, or else in separate sheets of their own. If you double click on an embedded chart the border around it will change from a thin black line to a thick striped one and this signifies that the chart is ready for editing. At this point the menu titles in the main Excel Window do not change, but the contents of most of them do. There is also a Chart toolbar which you can make visible using the View Toolbars... which contains shortcuts to many of the common tasks in charting:

Figure 18 The Chart Toolbar

Most of the editing of a chart is done either by double clicking one area of the chart, or else by selecting commands from the altered menus and the Chart Toolbar.

Macro Worksheet

In Excel 5 there are three types of Macro sheet you can insert into a Workbook. The first type is a Visual Basic Module. This sort of sheet looks like a blank piece of paper and here you will directly type Visual Basic code.

Figure 19 - The Macro Submenu

The second type is a dialogue sheet. This replaces the old Dialogue Editor that was in Excel 4. Here you can draw out dialogue boxes for use with a Visual Basic module and thus create your own Excel applications.

The Excel 4 macro worksheet looks very like a normal worksheet, but with two major differences. The first and most noticeable difference is that the default column width on a macro sheet is much wider than it is in a normal worksheet. The second, and more important, difference is that by default normal worksheets display values rather than formulae - i.e. the results of a calculation rather than the syntax of a calculation. Macro sheets on the other hand display the formulae by default.

If you are already familiar with the Excel 4 macro language then you may want to continue using it and creating Excel 4 style macros. However, if you are new to Excel and/or new to writing Excel macros you are very strongly advised to go straight into using Visual Basic. Not only is it easier to use, but it is widely considered to be a more powerful language. If you learn Visual Basic for Excel then you will find it very easy to use the full Visual Basic professional. Also, and maybe more seriously, the Excel 4 macro language is being phased out, and there is a good chance that future versions of Excel will not support it, whereas they will support Visual Basic.

The only time the user needs to see a macro sheet is if they are writing their own macros. Users wanting to write their own macros are referred to the General Comments section at the end of this document.




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Last Updated Monday, 25-Aug-1997 13:03:44 PDT