Microsoft Excel 2013 Quick Start Guide.PDF

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Published: 2018-04-09 Author:Bieber 23 Browses

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Add commands to the Quick Access Toolbar
Keep favorite commands and buttons visible, even when you hide
the ribbon.
Explore commands on the ribbon
Each ribbon tab has groups, and each group has a set
of related commands.
Show or hide the ribbon
Click Ribbon Display Options or press Ctrl+F1 to hide or show
the ribbon.
Manage les
Open, save, print and share your
les. Also change options and
account settings in this view.
Show shortcut menus
Get in the habit of right-clicking
your sheet, chart, or PivotTable data.
Excel will show you commands that
are relevant for your data.
Access other tabs
More tabs appear on the ribbon
when you need them, like chart
or PivotTable tabs.
Zoom in or out
Drag the zoom slider to change
the zoom level.
Get visual cues
Watch for action buttons that
appear in the sheet and anima-
tions that show data changes.
Open a dialog box
Click the launcher icon to show
more options for a group.
Change views
Work faster in the right view.
Choose Normal, Page Layout,
or Page Break Preview.
Create sheets
Start with one sheet and add
more sheets as needed.
Show Key Tips
If you’d rather use the keyboard,
press Alt to show keys that let you
access commands on the ribbon.
And yes — the keyboard shortcuts
you’ve used before will still work.
Quick Start Guide
Microsoft Excel 2013 looks different from previous versions, so we created
this guide to help you minimize the learning curve.
How to get started
with Excel 2013
If you’ve been using Excel 2007 or 2010 and are familiar with the ribbon, you’ll want
to know what changed in Excel 2013. If you’ve been using Excel 2003, you’ll want to
know where to nd the Excel 2003 commands and toolbar buttons on the ribbon.
We have many free resources to help you learn Excel 2013, including online training.
Just click the question mark in the top-right corner above the ribbon to open Excel Help.
Explore the ribbon
If you’ve used the ribbon in an earlier version of Excel, you’ll notice a few changes.
The Insert tab has new buttons to help you create charts and PivotTables. There’s
also a new Filters group with buttons for creating slicers and timelines.
Other tabs appear when you’re working on certain things like charts and
PivotTables. Those tabs have also changed to make things easier to nd.
Things you might be looking for
Use the list below to nd some of the more common tools and commands in Excel 2013.
To... Click... And then look in the...
Create, open, save, print, share, or export les, or change options File Backstage view (click the commands in the left pane).
Format, insert, delete, edit or nd data in cells, columns, and rows Home Number, Styles, Cells, and Editing groups.
Create tables, charts, sparklines, reports, slicers, and hyperlinks Insert Tables, Charts, Sparklines, Filters, and Links groups.
Set page margins, page breaks, print areas, or sheet options Page Layout Page Setup, Scale to Fit, and Sheet Options groups.
Find functions, dene names, or troubleshoot formulas Formulas Function Library, Dened Names, and Formula Auditing groups.
Import or connect to data, sort and lter data, validate data, ash ll
values, or perform a what-if analysis
Data Get External Data, Connections, Sort & Filter, and Data Tools groups.
Check spelling, review and revise, and protect a sheet or workbook Review Proong, Comments, and Changes groups.
Change workbook views, arrange windows, freeze panes, and
record macros
View Workbook Views, Window, and Macros groups.
Apply features without
the ribbon
In Excel 2013, we’ve placed some frequently used but hard to nd commands and
buttons within easy reach.
When you select data on your worksheet, the Quick Analysis button appears. It
gives you quick access to many useful features you may not have been aware of,
and lets you preview them on your data before you make them stick.
Better access to chart features
Creating a recommended chart is great way to get started, but you’ll still want to
customize the style and show the exact data you need to make it your own.
Excel 2013 gives you these options right next to the chart. Just click the Chart
Elements, Chart Styles, or Chart Filters buttons to ne-tune your chart.
When entering data, you might notice that Excel lls values automatically as it
detects a pattern. You’ll get the Flash Fill Options button to make further decisions.
How to work with people
who don’t yet have Excel 2013
Here are some of the things to keep in mind when sharing or exchanging les
with people who are using an older version of Excel.
In Excel 2013 What happens? What should I do?
You open a workbook
that was created with
Excel 97-2003.
Excel opens the workbook in compatibility mode and keeps it in
Excel 97-2003 le format (*.xls).
When you save the workbook, Excel will tell you about compatibility
issues if you’ve used new features that aren’t supported in earlier
versions of Excel.
Keep working in compatibility mode if you’re sharing the workbook
with people who don’t have Excel 2013.
If you’re not sharing the workbook, convert it to the Excel 2007-2013
le format (*.xlsx) to take advantage of all new Excel 2013 features
(click File > Info > Convert).
You save your workbook
as an Excel 2013 le.
Excel saves the workbook in the Excel 2007-2013 le format (*.xlsx)
so you can take advantage of all new Excel 2013 features .
If you plan to share this workbook with people who use an earlier
version of Excel, check the workbook for compatibility issues (click
File > Info > Check for Issues).
You can then see the issues and resolve them before you share the
You save your workbook
as an Excel 97-2003 le.
Excel automatically checks the le for compatibility issues and
shows them for any new Excel 2013 feature you used.
Assess any compatibility issues and resolve them before you share
the workbook.
Find advanced features
To record an occasional macro, you can use the Macros button on the View tab.
But if you plan to routinely create or edit macros and forms, or use XML or VBA
solutions, you’ll want to add the Developer tab to the ribbon.
You can select it on the Customize tab of the Excel Options dialog box (click
File > Options > Customize Ribbon).
Enable add-ins that come
with Excel
Excel 2013 comes with several add-in programs that let you do some advanced
data analysis. There are common Excel add-ins, such as the Analysis ToolPak or the
Solver add-in.
Enabling add-ins adds them to the ribbon. Just select them in the Manage box on
the Add-ins tab of the Excel Options dialog box (click File > Options > Add-ins),
and then click Go.
The Developer tab appears on the ribbon to the right of the View tab.
If you have a Professional Plus version of Ofce, you’ll also have some new add-ins,
such as the Inquire, PowerPivot for Excel 2013, or Power View add-in. The Power
View add-in even has a designated button on the Insert tab. Clicking that button
the rst time enables the add-in.