Quick Guide to Learning How To Use Excel 2007 - What's Different from 2003 & Where to Find What Was Familiar Before
Overview
Each section in this quick guide refers to a toolbar menu in Excel 2003. You can peruse each toolbar menu to learn where the items are in Excel 2007, print this quick guide to keep on hand as a reference, or if you need to know where to find a specific command quickly, use the keyboard shortcut Ctrl+F. This will open your browser’s Find window. Type in the command or the toolbar menu name into the Find box and press Enter. This will take you directly through the guide to the Excel tool or function you seek.
The first page of this article lists the commands in the File, Edit, View and Insert menus. Go to page 2 of this article for the remaining menu lists.
Also, if you are a fan of keyboard shortcuts, most of your old faithful Excel shortcuts will work just as nicely in Excel 2007.
File Menu
These are the commands listed in the File menu in Excel 2003. Follow this quick guide to learn where you can find them in Excel 2007.
New: click the Office Button and then click New
Open: click the Office Button and then click Open
Close**:** click the Office Button and then click Close
Save**:** click Save on the Quick Access Toolbar
Save As**:** click the Office Button and then click Save As
Save As Webpage**:** click the Office Button and then click Save As. Select Save As Webpage in the Save As Filetype box on the Save As dialog.
Save As Workspace**:** go to the View tab and click Save As Workspace in the Window group.
File Search**:** this command is not available in Excel 2007. Use the Search feature in the Windows Start Menu instead.
Permissions**:** click the Office Button, click Prepare, click Restrict Permission and then select the type of permission you wish to apply.
Web Page Preview**:** you will need to add this command to the Quick Access Toolbar. You can find instructions on customizing the QAT in this Bright Hub article.
Page Setup**:** go to the Page Setup tab and click the arrow at the bottom right of the Page Setup section.
Print Area**:** go to the Page Setup tab and click Print Area
Print Preview**:** click the Office Button, click Print and click Print Preview
Print**:** click the Office Button and click Print
Send To**:** you will need to add this command to the Quick Access Toolbar. You can find instructions on customizing the QAT in this Bright Hub article.
Properties**:** click the Office Button, click Prepare and click Properties
Exit**:** click the Office Button and click Exit
Edit Menu
These are the commands listed in the Edit menu in Excel 2003. Follow this quick guide to learn where you can find them in Excel 2007.
Undo**:** click Undo on the Quick Access Toolbar
Redo**:** click Redo on the Quick Access Toolbar
Cut**:** go to the Home tab and click Cut in the Clipboard group
Copy**:** go to the Home tab and click Copy in the Clipboard group
Office Clipboard**:** go to the Home tab and click the arrow in the bottom right of the Clipboard group
Paste**:** go to the Home tab and click Paste in the Clipboard group
Paste Special**:** go to the Home tab and click the arrow under Paste in the Clipboard group; select Paste Special
Paste As Hyperlink**:** go to the Home tab and click the arrow under Paste in the Clipboard group; select Paste as Hyperlink
Fill**:** go to the Home tab and click Fill in the Editing group
Clear**:** go to the Home tab and click Clear in the Editing group
Delete**:** go to the Home tab and click Delete in the Cells group
Delete Sheet**:** go to the Home tab and click the arrow next to Delete in the Cells group; select Delete Sheet
Move or Copy Sheet**:** go to the Home tab and click Format in the Cells group; select Move or Copy Sheet
Find**:** go to the Home tab and click Find & Select in the Editing group
Replace**:** go to the Home tab and click Find & Select in the Editing group
Go To**:** go to the Home tab and click Find & Select in the Editing group
Links**:** click the Office Button, click Prepare and click Edit Links to Files
View Menu
These are the commands listed in the View menu in Excel 2003. Follow this quick guide to learn where you can find them in Excel 2007.
Normal: go to the View tab and click Normal in the Workbook Views group
Page Break Preview: go to the View tab and click Page Break Preview in the Workbook Views group
Toolbars: because Excel 2007 uses the “Ribbon” rather than toolbars, this menu item is not applicable
Formula Bar: go to the View tab and click Formula Bar in the Show/Hide group
Status Bar: the Status Bar is displayed by default in Excel 2007
Header and Footer: go to the Insert tab and click Header&Footer in the Text group
Comments: go to the Review tab and click Show All Comments in the Comments group
Custom Views: go to the View tab and click Custom Views in the Workbook Views group
Full Screen: go to the View tab and click Full Screen in the Workbook Views group
Zoom: go to the View tab and click Zoom in the Zoom group
Insert Menu
These are the commands listed in the Insert menu in Excel 2003. Follow this quick guide to learn where you can find them in Excel 2007.
Cells: go to the Home tab and click Insert Cells in the Cells group
Rows: go to the Home tab and click Insert Rows in the Cells group
Columns: go to the Home tab and click Insert Columns in the Cells group
Worksheet: go to the Home tab and click Insert Worksheet in the Cells group
Chart: go to the Insert tab and select an option in the Charts group
Symbol: go to the Insert tab and click Symbol in the Text group
Page Break: go to the Page Layout tab and click Breaks in the Page Setup group
Function: go to the Formulas tab and click Insert Function in the Function Library group
Name: go to the Formulas tab and select an option in the Defined Names group
Ink Annotations: go to the Review tab and click Start Inking in the Ink group
Comment: go to the Review tab and click New Comments in the Comments group
Picture: go to the Insert tab and make a selection from the Illustrations group
Diagram: go to the Insert tab and click Smart Art in the Illustrations group
Object: go to the Insert tab and click Object in the Text group
Hyperlink: go to the Insert tab and click Hyperlink in the Links group
Format Menu
These are the commands listed in the Format menu in Excel 2003. Follow this quick guide to learn where you can find them in Excel 2007.
Cells: go to the Home tab and click Format in the Cells group; select Format Cells
Rows: go to the Home tab and click Format in the Cells group; make a selection such as Row Height
Columns: go to the Home tab and click Format in the Cells group; make a selection such as Column Width
Sheets: go to the Home tab and click Format in the Cells group; make a selection such as Rename Sheet
AutoFormat: go to the Home tab and click Format as Table in the Styles group
Conditional Formatting: go to the Home tab and click Conditional Formatting in the Styles group
Style: go to the Home tab and click Cell Styles in the Styles group
Tools Menu
These are the commands listed in the Tools menu in Excel 2003. Follow this quick guide to learn where you can find them in Excel 2007.
Spelling: go to the Review tab and click Spelling in the Proofing group
Research: go to the Review tab and click Research in the Proofing group
Error Checking: go to the Formulas tab and click Error Checking in the Formula Auditing group
Speech: this command is not available in Excel 2007, although there are some third-party add-ins that might replicate this command
Shared Workspace: click the Office Button, click Publish and then click Create Document Workspace
Share Workbook: go to the Review tab and click Share Workbook in the Changes group
Track Changes: go to the Review tab and click Track Changes in the Changes group
Protection: go to the Review tab and click Protect Workbook in the Changes group
Goal Seek: go to the Data tab and click What If Analysis in the Data Tools group; select Goal Seek
Scenarios: go to the Data tab and click What If Analysis in the Data Tools group; select Scenario Manager
Formula Auditing: go to the Formulas tab and make a selection from the Formula Auditing group
Macro: in order to create macros in Excel 2007, you must turn on the Developer tab. Find instructions in this Bright Hub article.
Add-Ins: click the Office Button, click Excel Options and then click Add-Ins
AutoCorrect Options: click the Office Button, click Excel Options and then click AutoCorrect Options
Customize: you cannot customize the Excel 2007 ribbon. However, you can add items to the Quick Access Toolbar. You can find instructions on customizing the QAT in this Bright Hub article.
Options: click the Office Button and then click Excel Options
Data Menu
These are the commands listed in the Data menu in Excel 2003. Follow this quick guide to learn where you can find them in Excel 2007.
Sort: go to the Data tab and click Sort in the Sort & Filter group
Filter: go to the Data tab and select an option in the Sort & Filter group
Form: you will need to add this command to the Quick Access Toolbar. You can find instructions on customizing the QAT in this Bright Hub article.
Subtotals: go to the Data tab and click Subtotal in the Outline group
Validation: go to the Data tab and click Data Validation in the Data Tools group
Table: go to the Data tab and click What If Analysis in the Data Tools group; select Data Table
Text to Columns: go to the Data tab and click Text to Columns in the Data Tools group
Consolidate: go to the Data tab and click Consolidate in the Data Tools group
Group and Outline: go to the Data tab and make a selection in the Outline group
PivotTables: go to the Insert menu and select Pivot Table in the Tables group
Import External Data: you will need to add this command to the Quick Access Toolbar. You can find instructions on customizing the QAT in this Bright Hub article.
List: go to the Insert tab and select Table in the Tables group
XML: in order to use XML commands, you must turn on the Developer tab. Find instructions in this Bright Hub article.
Refresh Data: go to the Data tab and select Refresh All in the Connections group
Chart Menu
These are the commands listed in the Chart menu in Excel 2003. Follow this quick guide to learn where you can find them in Excel 2007.
Chart Type: select the chart, go to the Design tab and click Change Chart Type in the Type group
Source Data: select the chart, go to the Design tab and click Select Data in the Data group
Chart Options: select the chart and go to the Layout tab
Locations: select the chart, go to the Design tab and click Move Chart in the Location group
Add Data: select the chart, go to the Design tab and click Select Data in the Data group
Add Trendline: select the chart, go to the Layout tab and click Trendline in the Analysis group
3D Views: select the chart, go to the Layout tab and click 3-D Rotation in the Background group
Window Menu
These are the commands listed in the Window menu in Excel 2003. Follow this quick guide to learn where you can find them in Excel 2007.
New Window: go to the View tab and select New Window in the Window group
Arrange: go to the View tab and select Arrange All in the Window group
Compare Side by Side: go to the View tab and select View Side-by-Side in the Window group
Hide: go to the View tab and select Hide in the Window group
Unhide: go to the View tab and select Unhide in the Window group
Split: go to the View tab and select Split in the Window group
Freeze Panes: go to the View tab and select Freeze Panes in the Window group
List of Windows: go to the View tab and select Switch Windows in the Window group; select List of Open Documents
Help Menu
These are the commands listed in the Help menu in Excel 2003. Follow this quick guide to learn where you can find them in Excel 2007.
Microsoft Office Help: Click the Question Mark at the right end of the ribbon
Show the Office Assistant: This feature is not available in Excel 2007
Microsoft Office Online: click the Office Button, click Excel Options and then click Register in the Resources group
Contact Us: click the Office Button, click Excel Options and then click Contact Us in the Resources group
Check for Updates: click the Office Button, click Excel Options and then click Check for Updates in the Resources group
Detect and Repair: click the Office Button, click Excel Options and then click Diagnose in the Resources group
Activate Product: click the Office Button, click Excel Options and then click Activate in the Resources group
Customer Feedback Options: click the Office Button, click Excel Options and then go to the Trust Center group
About Microsoft Excel: click the Office Button, click Excel Options and then click About in the Resources group
