PEROSoftware

Product Help for XLSX Editor PLUS

1. Working with Spreadsheets

Basic Spreadsheet Operations

Creating and Opening Spreadsheets

  • Creating a new spreadsheet:
    • Navigate to “File” > “New” > “Spreadsheet”.
    • A new blank spreadsheet will open, ready for data entry.
  • Opening an existing spreadsheet:
    • Select “File” > “Open”.
    • Browse to the desired file, select it, and click “Open”.

Saving and Closing Spreadsheets

  • Saving a spreadsheet:
    • Click the “Save” icon in the toolbar or choose “File” > “Save”.
    • For first-time saves, choose a location, enter a file name, and click “Save”.
  • Closing a spreadsheet:
    • Select “File” > “Close”.
    • Save any unsaved changes when prompted.

Entering and Editing Data

  • Entering data:
    • Click on a cell and start typing.
    • Press “Enter” to move to the next cell below or “Tab” to move to the next cell to the right.
  • Editing data:
    • Double-click a cell to edit its content or click once and start typing to overwrite existing content.
    • Edit data in the formula bar at the top of the window.

Formatting Cells, Rows, and Columns

  • Formatting cells:
    • Select cells, then right-click and choose “Format Cells” or use the toolbar options to change font style, size, cell color, borders, etc.
  • Adjusting column width and row height:
    • Position the cursor on the line between columns or rows in the header, click, and drag to adjust.
  • Applying formatting to rows or columns:
    • Click the row or column header to select the entire row or column.
    • Right-click and choose “Format Cells” or use toolbar options for alignment, number formats, and more.

2. Advanced Spreadsheet Features

Formulas and Functions

Inserting a Formula

  • Click on the cell where you want the result of the formula.
  • Type “=” followed by the formula. For example, “=A1+B1” to add values from cells A1 and B1.
  • Press “Enter” to complete the formula.

Using Basic Functions

  • Click on the cell where you want to use a function.
  • Type “=” followed by the function name and arguments. For example, “=SUM(A1:A10)” to sum values from A1 to A10.
  • Press “Enter” to execute the function.

Using the Function Wizard

  • Select the cell where you want to insert a function.
  • Go to “Insert” > “Function” to open the Function Wizard.
  • Choose a function from the list, fill in the required arguments, and click “OK”.

Charts and Graphs

Creating a Chart

  • Select the data range for the chart.
  • Click “Insert” > “Chart”.
  • Choose the chart type and follow the Chart Wizard to customize it.
  • Click “Finish” to insert the chart into your spreadsheet.

Customizing Charts

  • Click on the chart to select it.
  • Use the chart tools in the toolbar to change chart type, style, and other settings.
  • Right-click on chart elements to format specific parts like the title, legend, or data series.

Pivot Tables

Creating Pivot Tables

  • Select the data range you want to analyze.
  • Go to “Data” > “Pivot Table” > “Create”.
  • In the Pivot Table Layout dialog, drag fields to the row, column, and data areas.
  • Click “OK” to generate the pivot table.

Configuring Pivot Tables

  • Click on the pivot table to activate the Pivot Table toolbar.
  • Use the toolbar options to modify the layout, filter data, and update the table.
  • Right-click on pivot table cells to access additional formatting and calculation options.

3. Data Management

Sorting and Filtering Data

Basic Sorting Techniques

  • Select the range of cells you want to sort.
  • Go to “Data” > “Sort”.
  • Choose the column to sort by and select the sort order (ascending or descending).
  • Click “OK” to apply the sort.

Using AutoFilter

  • Select the range of cells you want to filter.
  • Go to “Data” > “AutoFilter”.
  • Use the drop-down arrows in the column headers to filter data based on specific criteria.

Advanced Filters

  • Select the range of cells you want to filter.
  • Go to “Data” > “Filter” > “Advanced Filter”.
  • Set the criteria range and click “OK” to apply the advanced filter.

Data Validation

Setting Up Data Validation Rules

  • Select the cells where you want to apply data validation.
  • Go to “Data” > “Validity”.
  • In the “Criteria” tab, set the validation criteria (e.g., whole numbers, decimals, dates).
  • Click “OK” to apply the validation rules.

Using Drop-Down Lists

  • Select the cells where you want to add a drop-down list.
  • Go to “Data” > “Validity”.
  • In the “Criteria” tab, choose “Cell range” and specify the range containing the list items.
  • Click “OK” to create the drop-down list.

Conditional Formatting

Applying Conditional Formatting

  • Select the cells you want to format conditionally.
  • Go to “Format” > “Conditional” > “Condition”.
  • Set the condition criteria (e.g., cell value is greater than a specific number).
  • Choose the formatting style to apply when the condition is met.
  • Click “OK” to apply the conditional formatting.

Creating Custom Formatting Rules

  • Select the cells you want to format conditionally.
  • Go to “Format” > “Conditional” > “Manage”.
  • Click “Add” to create a new conditional format rule.
  • Set the condition criteria and choose the formatting style.
  • Click “OK” to apply the custom formatting rule.

4. Importing and Exporting Files

Supported File Formats

  • Supported Import Formats:
    • .xls, .xlsx (Microsoft Excel)
    • .ods (OpenDocument Spreadsheet)
    • .csv (Comma-Separated Values)
    • .txt (Plain Text)
    • …and more.
  • Supported Export Formats:
    • .xls, .xlsx (Microsoft Excel)
    • .ods (OpenDocument Spreadsheet)
    • .csv (Comma-Separated Values)
    • .pdf (Portable Document Format)
    • …and more.

Importing Data from Other Formats

  • Select “File” > “Open”.
  • Browse to the file you want to import and select it.
  • Click “Open”.
  • Follow any import wizard prompts to configure the import settings.
  • Click “Finish” to complete the import.

Exporting to Different Formats

  • Select “File” > “Save As”.
  • Choose the desired file format from the “Save as type” dropdown menu.
  • Enter a file name and select a location to save the file.
  • Click “Save”.

5. Customizing the Interface

Customizing Toolbars and Menus

  • Select “View” > “Toolbars”.
  • Check or uncheck toolbars to show or hide them.
  • Right-click on any toolbar to customize it by adding or removing buttons.

Using Themes and Skins

  • Select “Tools” > “Options”.
  • Go to “Personalization” or “Appearance”.
  • Choose a theme or skin from the available options.
  • Click “OK” to apply the changes.

Keyboard Shortcuts

  • Select “Tools” > “Customize”.
  • Go to the “Keyboard” tab.
  • Choose a command and assign a keyboard shortcut.
  • Click “Modify” and then “OK” to save the changes.

6. Advanced Tools and Features

Macros and Automation

Recording and Running Macros

  • Select “Tools” > “Macros” > “Record Macro”.
  • Perform the actions you want to record.
  • Click “Stop Recording”.
  • Save the macro with a name.
  • To run the macro, go to “Tools” > “Macros” > “Run Macro” and select the macro.

Editing Macros

  • Select “Tools” > “Macros” > “Organize Macros” > “Basic”.
  • Choose the macro to edit and click “Edit”.
  • Make your changes in the Basic IDE and save the macro.

Data Analysis Tools

Goal Seek

  • Select “Tools” > “Goal Seek”.
  • Set the target cell, target value, and the cell to change.
  • Click “OK” to find the solution.

Solver

  • Select “Tools” > “Solver”.
  • Set the objective, variable cells, and constraints.
  • Click “Solve” to find the solution.

Collaborative Features

Sharing and Collaboration

  • Select “File” > “Save As” and choose a shared location (e.g., network drive, cloud storage).
  • Enable collaboration features by selecting “Edit” > “Track Changes”.

Track Changes and Comments

  • To track changes, go to “Edit” > “Track Changes” > “Record”.
  • To manage changes, select “Edit” > “Track Changes” > “Manage”.
  • To add comments, right-click on a cell and choose “Insert Comment”.

7. Troubleshooting and FAQs

Common Issues and Solutions

  • Problem: Spreadsheet won’t open.
    • Solution: Ensure the file format is supported and the file is not corrupted. Try opening it with a different application to check.
  • Problem: Formulas not calculating correctly.
    • Solution: Verify that the cell references and formula syntax are correct. Ensure automatic calculation is enabled in “Tools” > “Options” > “Calc” > “Calculate”.

Frequently Asked Questions

  • Q: How do I recover an unsaved document?
    • A: Check the AutoRecovery feature in “Tools” > “Options” > “Load/Save” > “General”. If enabled, check the recovery folder specified.
  • Q: How can I improve performance with large spreadsheets?
    • A: Increase memory allocation in “Tools” > “Options” > “Memory”. Also, consider breaking the spreadsheet into smaller files.

Table of Contents