Customizing data present in the document

Perform the following steps to customize the document that is created:

  1. Open the created Excel template:
  1. Now, you can enable editing in the document and add some new user-defined columns in the template. For example, in the preceding Excel document, we can add a new column, whose value should be a combination of Main Phone and City. Check out the following screenshot:
  1. In the same manner, we can add more text values:

Click OK and see that the value in the newly added column is generated automatically. Please note that Microsoft Excel provides a rich set of features such as pivot table, chart, calculated columns, and many more. All of these features can also be utilized in the Excel template. For doing so, you can just navigate to Insert | Charts, as shown in the following screenshot:

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