eSteps5Exc.html Excalindur Step-by-step

APPENDIX D

Numbers platform

The Tables step-by-step

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5

EXCALINDUR - step by step

Estimated time to completion: 30 min

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Excalindur calculates the amount each Income Earner needs to contribute toward infrequent Scheduled expenses like Auto Insurance (if paid quarterly), Vehicle Registration, Income Taxes due, Dues paid annually, etc, and Non-scheduled (random) expenses, like Groceries, Gas, Entertainment, Special Occasions, Professional Fees, Bail, etc.

The OCCASIONAL EXPENDITURES table

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EXCALINDUR - step by step

Open the Numbers Appllication

OPEN THE NUMBERS APPLICATION

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Insert a Sheet

INSERT SHEET

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FORMAT SHEET

Format the Workspace (sheet)

    Sheet Name

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    Background

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    Buttons - Duplicate Sheet / Delete Sheet

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Select Sheet

Select Entire Sheet

THE FORMAT PANE

Entire Table

    Table Tab

    Table Styles

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    Table Options

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    Headers & Footers

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    (Number of) Rows & Columns

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    Table Font Size

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    Table Outline

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    Gridlines

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    Alternating Row Color

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    Headers & Footers

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    Row & Column Size

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Table Tab

Table Styles

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Table Options

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Headers & Footers

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(Number of) Rows & Columns

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Font

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Text Color

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(alignment)

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Spacing

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Text Inset

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Indents

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Tabs

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Borders & Rules

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Paragraph Background

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Arrange Tab

Z-index & Align

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Size

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Position

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Rotate

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    Cells

    Cell Tab

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Text

Text Tab

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Arrange

Arrange Tab

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ADD LABELS

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ENTER DATA

Data

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FORMAT

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    Cells

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    Text

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    Arrange

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FORMULA

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    From the Insert menu, choose Sheet. A Worksheet containing a table titled “Table 1” is added to the Workbook.

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    Format Sheet

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    1. Click outside the table to select the Sheet.

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    1. click the Format button to open the Sheet properties pane.
    2. Triple-click inside the text box in the Sheet Name section.
    3. Type “EXPENSE CALENDAR TEMPLATE”.
    4. Press the “return/enter“ key.

      5. result:A new name appears in the Sheet tab  

    note: If Numbers won’t accept your entry, it’s because you already have a sheet with that name

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    1. Click the colorful circle in the Background section of the Properties pane.

      2. result:  The Sheet Color dialog box appears.

    1. Select “RGB Sliders” from the drop-down menu (if not selected by default).
    2. Click the text box to the right of “Hex Color #”.
    3. Type “d1d1d1”.
    4. Press return/enter.
    5. Close the Sheet Color dialog (by clicking the red button).

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FORMAT

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    Table

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    1. Click anywhere inside the table to make it the active object.

      2. result:  Note: Column letters and Row numbers appear on guides above and to the left of the table

    In the Format pane to the right,

    1. Click the Table tab (if not already selected).

      2. In the Table Options section (below Table Styles - you may need to scroll up to see it), the check box next to the Title property should be “checked” by default. If not,

    2. Click it.
    3. Locate the default title, above the table (currently, “Table 1”).
    4. Triple-click it.
    5. Type “Excalindur Template”.
    6. Press return/enter.

      7. note: If Numbers will not accept your entry, it’s because you already have a table with that name.

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SELECT ENTIRE TABLE

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    1. Click the circle at the top left corner of the table (where the column and row guides intersect) to select the entire table.

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Conclusion

Restate the opening paragraph.

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Proceed to the next page

In the Headers & Footer section of the Format pane, set the number of Column and Row Headers, each to “0” (the number of Footers should be set to “0” by default). Double-click the text box to the right of the Rows property. Cell Type “62” to set the number of Rows. Double-click the text box to the right of the Columns property. Type “90” set the number of Columns. Text Press return/enter. In the Gridlines section, deselect the two boxes on the left. In the Row & Column Size section (you may need to scroll down to see it), double-click the text box to the right of the Column Height property, and type “.22”. Double-click the text box to the right of the Width property, and type “.22”. Press return/enter. At the left side of the toolbar at the top of the window (below the red, yellow, and green buttons) is a Zoom control. Click the “down” caret in the selection box above “Zoom”, and select “200%” from the drop-down menu. Select Row 1 (click on the “1” in the vertical Row bar to the left of the table). In the Row & Column Size section, set the Row Height property “.33”. Press return/enter. SELECT NON-ADJACENT ROWS Select Row 16. Press and hold the command key (⌘). Add Rows 31, 46, and 61 to the selection. Set the Row Height to “.19”, and press return/enter. Select Row 62. Set the Height property to “.11”, and press return/enter. Select Column A (click on the “A” in the horizontal Column guide above the table. Set the Column Width property to “.11”, and press return/enter. SELECT NON-ADJACENT COLUMNS Select Column B. Press and hold down the command key to add non-adjacent Columns M, X, AI, AT, BE, BP, and CA to the selection. Set the Column Width property to “.13”, and press return/enter. Select Column CJ on the horizontal guide above the table. Add non-adjacent Columns BY, BN, BC, AR, AG, V, and K to the selection. Set the Column Width to “.2”, and press return/enter. Select Column L. Add non-adjacent Columns W, AH, AS, BD, BO, BZ, and CK. Set the Width property to “.15”, and press return/enter. Select Column CL Width to “.11”, and press return/enter. Format Cells Click the Cell tab. ADD FILL COLOR In the Fill section of the Format pane, select “Color Fill” from the “No Fill” drop-down menu. Click on the colorful circle below “Color Fill” (not the one in the Borders section). The Color Fill dialog box will open. Choose “RGB Sliders” from the drop-down menu, if not already selected. Click the text box next to “Hex Color #”, and type “ebebeb”. Press return/enter. Close the “Color Fill” dialog (click the red dot). FORMAT ENTIRE TABLE Click on the circle where the Column Letter guide and the Row Number guide intersect. In the Data Format section, select “Number” from the drop-down list. Double-click the text box to the right of “Decimals: “, and type “2” to set the number of decimals to 2. Press return/enter twice. Click the check box next to “Thousands Separator”. Note: In the Fill section, you’ll see a text box with three grey dots in it. Below that is a drop-down menu (may say “Multiple Fill Types”). Select non-adjacent Rows 1, 3, and 16 (you may need to scroll up to see it). In the Fill section, select “Color fill” from the “Multiple Fill Types” drop-down menu (the spreadsheet automatically applies the last Fill Color used). REMOVE A CELL FROM A SELECTION Select Row 2. Hold down the command key and click Cell (CL2). The Cell is removed from the selected Range. Select “Color fill” from the No Fill drop-down menu. Click on the colorful circle below “Color Fill”. Click the “Hex Color #” text box, and type “d4e3fe”. Press return/enter. Close the “Color Fill” dialog. ADD BORDERS Select Row 3. Hold down the command key and click Cell (CL3) to remove it from the selection. In the Border section you will find group of icons (Outline, Top border, Left border, etc.). Select the Top Border icon (the bottom-left icon in the box). Note: The Border section contains two drop-down menus. By default, the upper menu should say “Border Styles”, and the lower menu should say “No Border”. Click on the No Border menu, and select the solid line. A solid line will appear in the drop-down menu. Also, a black “Border Color” selection box with a colorful circle next to it, and a “Border Width” menu will appear. Click on the “Border Color” selection box. A Color Palette appears. From the bottom row of the Color Palette, select the grey rectangle below the yellow and orange colors, immediately to the left of the black rectangle. This sets the Border Color property to “75%” grey (some say “25%” black). Note: To the right of the Border Width selection menu you will notice an “up” caret, and a “down” caret. Click the “up” caret twice to set the line width to “0.75 pt” type (if it changes to ”1 pt” on the first click, click the “down” caret once). Select the Bottom Border icon (the bottom-right icon in the box). From the No Border menu, set the Border properties to “solid”, “75%” grey, “0.75 pt” type. Note: After formatting a border, the Border Styles drop-down menu will store the settings for quick reference. Select Row 16. Hold down the command key and click, to deselect Cell (CL16). In the Border section, choose the Top Border icon. From the Border Styles menu, choose “0.75 pt” (at the top of the list). Press “return/enter”. Using the scroll bar at the bottom of the window, scroll all the way left SELECT A RANGE OF CELLS Note: You can select a Range of Cells by click-dragging across the Rows and Columns, or by clicking the top-left Cell, holding down the shift key, and clicking the bottom-right Cell. Select Cell A1 (the top-left Cell in the table). Hold down the shift key and select Cell A16. From the Multiple Fill Types drop-down menu, select “Color Fill”. DELETE BORDERS In the Border section, select the Middle Border icon (bottom row, center). From the lower drop-down menu (may say “Multiple”, choose No Border. Select Cell C1 (third cell from the left, in Row 1). Hold down the shift key and select Cell AB1. MERGE CELLS Note: Merging cells makes a group of cells behave as one cell. Move your cursor to the top of the screen. A menu bar will drop down. Click on the Table menu, and select “Merge Cells” from the drop-down list (fourth selection from the bottom). Press the tab key. The Cells merge, and the cursor moves one Column to the right (to Cell AC1). Hold down the shift key and select Cell AJ1 (not Column AJ). You may need to scroll Right to see it. From the Table menu, select “Merge Cells”. In the Border section, select the Left Border icon. Click on the No Border menu. Set the Border properties to “solid”, “50%” grey (below the greens, on the color palette). Click the “up” caret once to set the Border Width to “0.5 pt” type. Press the tab key (cursor moves one Column to the right of the Range of merged Cells). Cell (AK1) should now be the active cell. Hold down the shift key and select Cell AO1. From the Table menu, select “Merge Cells”. In the Fill section, click on the colorful circle to open the Color Fill dialog. Click on the “Hex Color #” text box, and type “fffbb9”. Press “return/enter”. Close the “Color Fill” dialog. Select the Left Border icon. From the Border Styles menu, select “0.5 pt” (at the top of the list). Select the Right Border icon, and do the same. Scroll Left. Note: Sometimes it’s easier to click-drag to select a Range of Cells. Click-drag to select a Range of Cells from B2 through G2, referred to as “Cells (B2:G2)”. From the Table menu, select “Merge Cells”. Press “tab”. While holding down the shift key, click Cell (J2), and “Merge Cells”. Set the Left Border properties, using the “Border Styles” menu, to: “0.5 pt”. Set the Right Border properties, the same way. Note: Below the Border section is a Conditional Highlighting… button. Click the Conditional Highlighting… button. Click the Add a Rule button. Select “Number” from the list on the left (if not already selected). Click “Less than” from the list on the right. Type “0”. Click the Red Fill drop-down menu. Scroll to the bottom of the list and select “Custom Style”. Click on the black rectangle and select dark red from the Color Palette. Click on the Color Fill box and choose white from the Color Palette. Note: As displayed in the drop-down menu, the text displayed in the cell will be red if it falls below zero… Click the Done button. Click-drag to select Cells K2 and L2, and “Merge Cells”. In the Data Format section, select “Number” from the drop-down menu, if not already selected. Double-click the text box and reset the number of Decimals: to “0”. Press “return/enter” twice. Deselect the Thousands Separator check box. From the Fill section text box (the one above the Color Fill drop-down menu), choose white fill (bottom-left corner of the Palette). Press “return/enter”. Click-drag to select Cells (C3:H3), and “Merge Cells”. Set the Left Border properties to “0.5 pt”, then the Left Border properties to “0.5 pt”, using the “Border Styles” menu both times. Click-drag to select Cells (I3:K3), and “Merge Cells”. Set the Left border properties, then the Right Border properties, using the “Border Styles” menu both times, to “0.5 pt”. Click-drag to select Cells (I16:K16), and “Merge Cells”. Set the Left border and Right border properties to “0.5 pt”, using the Border Styles menu both times. Merge Cells (C4:H4). Merge Cells (I4:K4). Merge Cells (C5:H5). Merge Cells (I5:K5). Merge Cells (C15:H15). Merge Cells (I15:K15). Note: a shorthand way to refer to “Cells (C5:H5)” is “Range (H5)”. Click-drag to select Cells (B4:L15). From the Fill section text box, select white fill from the text box (which now has a red diagonal line running across it). Select the Inside Borders icon from the Borders section dialog (top row, center). From the No Borders menu, set the Border properties thus: “solid”, “50%”, “0.25 pt” (click the “down” caret once). COPY AND PASTE ROWS Select Row (5). Choose Copy from the Edit menu, or press command-C (⌘-C) Select Rows (6:14) - Note: a different way to refer to Rows 6 through 14. Choose Paste from the Edit menu, or press command-V (⌘-V) Click-drag to select Cells (B2:L16). In the Border section, the Outline icon (top-left) should be selected by default. If not, please select it. Click on the No Border drop-down menu, and set the Border properties to “solid”, “black”, “0.75 pt”. Press “return/enter”. Format Text Click the Text tab. Click the circle where the Column Letters and Row Numbers guides intersect. Click the Layout button in the Format pane. In the Text Inset section, double-click on the text box and type “1” to set the space between the text and the cell it resides in. Press return/enter twice. Select Range (C1). Click the Style button in the Format pane. In the Font Section, choose “Arial Rounded MT Bold” from the Font Family drop-down menu. Double-click on the Font Size text box and type “18”. Press return/enter twice. Note: Below the Text Color section are three rows of button for positioning text inside a cell. The top row is to align text left, center, or right. The middle row increases or decreases the indent. The bottom row is to align text top, middle, or bottom. Note: If you’re ever in doubt about what a feature does, rest your cursor over it for a few seconds and an explanation will appear. On the top row in the text alignment section, click the second box from the left (align text center). Type “Excalindur - Worksheet Template” . Press tab. On the top row in the text alignment section, click the third box from the left (align text right). On the bottom row in the same section, click the second box from the left (align text middle). Type “Opening Balance: “. Press tab. Align the text center (top row, second box from the left), and middle. Press return/enter. Range (B2) [Cells (B2:G2)] should become the active Range. If not, please select it. Align text right, and middle. Type “Balance: “ Press tab. Align text middle. Type an equal sign (“= . . . ) a formula box will appear. Continue typing ( . . . AK1+I3-I16”). Note: Don’t look now, but you just typed a formula. Click the green check mark to accept the formula. Press tab. Range (K2) should become the active Range. Align text to center, and middle. Type “1”. Press return/enter. Cell (B3) should become the active Cell. Press tab twice to select Range (I3). In the Text Color section, choose the darkest green from the Color Palette. Click-drag to select Range (I4:K15) In the Text Color section, choose the darkest red from the Color Palette. Select Range (I16) In the Text Color section, choose 50% grey from the Color Palette. Type “=SUM(I4:I15)”, and press tab to accept the formula, and move the cursor one Column to the right. COPY AND PASTE THE BASIC DAY MODULE Select Range (B2:L16), and copy to the clipboard. Select Cell (M2), and paste. EDIT THE BASIC DAY MODULE FORMULAS Double-click Range (S2). A formula box appears, with a formula already in it. Double-click the first reference (“AV1”) to select it for editing. Select Range (H2). The “AV1” changes to “H2”. Press tab twice to accept the formula, and move the cursor one Column to the right. Type an equal sign (“=“). The formula box appears, with a formula already in it. Select Range (K2). The reference is inserted into the formula bar. Type “+1”. Your entry is added to the formula. Press tab once to accept the formula, and move the cursor one Column to the right. COPY AND PASTE THE “SMART” DAY MODULE Select Range (M2:W16), and copy. Select Cell (X2), and paste. Select Cell (AI2), and paste. Select Cell (AT2), and paste. Select Cell (BE2), and paste. Select Cell (BP2), and paste. Select Cell (CA2), and paste. Select Rows (2:16), and copy. Select Rows (17:31), and paste. EDIT THE “SMART” DAY MODULE FORMULAS Double-click Range (H17) to open the Edit Formula bar. Double-click the first reference (AK16), to select for editing. Type “CG2”. Click the green check mark to accept the edit. Press tab. Type “=CJ2+1”, and press tab twice. COPY AND PASTE THE REST OF THE “SMART” DAY MODULES Copy Rows (17:31). Select Rows (32:46), and paste. Select Rows (47:61), and paste. Select the Cell tab. Select Row (62). In the Fill section, select “Color Fill” from the “Multiple Fill types” drop-down menu. SAVE YOUR WORK 1. From the Menu Bar at the top of the Window, choose File > Save, or press command-S.
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