EditGrid Tutorial by shuifanglj

VIEWS: 111 PAGES: 70

									Tutorial 1 - Getting Started!
Creating a New Spreadsheet
Step 1.                   Create at workspace:                                   Create at spreadsheet view:
              Workspace > Create New > New From Blank /                  Menu Bar > File > New / Template Library...
                          Template Library...

                                 #NAME?                                                    #NAME?




Step 2. i) Name your Spreadsheet

          ii) Select access permission as "Private", "Public Read-
          only", or "Public Read and Write"
          iii) Spreadsheet can be set as type "Spreadsheets", or                Please note that you have to own an EditGrid account to
          "Templates".

          iv) Complete blank spreadsheet creation by clicking [      Note: You will be redirected to the User Login Page if you haven't logged in yet.
          Save ] .


Copying from an existing EditGrid Spreadsheet
                           Copy at workspace:                                     Copy at spreadsheet view:
            ▼(triangle next to file name)> Properties> Save As                   Menu Bar > File > Save As …


                                #NAME?                                                     #NAME?




                                                                                                                                 http://www.editgrid.com




Importing an external spreadsheet file
                          Import at workspace:                                   Import at spreadsheet view:
                          Workspace > Upload                                      Menu Bar > File > Import...

                                 #NAME?                                                    #NAME?




                                            EditGrid supports import of MS Excel, OpenDocument, Gnumeric, OpenOffice, Lotus 1-2-3 and
                                                  Creating, copying & importing spreadsheets



                                             Create by Permalink:
                                  Key in the below Permalink in browser




                               http://www.editgrid.com/new




have to own an EditGrid account to save the spreadsheet.

r Login Page if you haven't logged in yet.




                                             Copy by Permalink:
                     Key in ".copy" at the end of the chosen spreadsheet permalink




                     http://www.editgrid.com/tnc/demo/EditGrid_Tutorial.copy




                                             Import via Permalink:
                               Key in the below Permalink as an alternative.




                       http://www.editgrid.com/workspace/import




numeric, OpenOffice, Lotus 1-2-3 and CSV.
Tutorial 2 - Basic Editing
EditGrid toolbar
                                                             #NAME?
EditGrid toolbar offers buttons for cell, text, and number formatting.


Text, font, and cell format                                                                                   Try
Text Format                                Button  Hotkey                               Example               Text Format
Bold                                        #NAME? <Ctrl+B>                               ABC                       ABC
Italics                                     #NAME? <Ctrl+I>                              ABC                        ABC
Underline                                   #NAME? <Ctrl+U>                              ABC                        ABC
Strike                                      #NAME? <Ctrl+S>                              ABC                        ABC
Text Alignment                                                                                                Text Alignment
Left                                        #NAME? <Ctrl+L>                       ABC                                ABC
Center                                      #NAME? <Ctrl+E>                              ABC                         ABC
Right                                       #NAME?                                                ABC                ABC
Font Style                                                                                                    Font Style
Arial, font size 6 pt                                -                        -           ABC                        ABC
Times New Roman, font size 8 pt                      -                        -          ABC                        ABC
Century Gothic, font size 10 pt                      -                        -          ABC                        ABC
Change Font Color to Red                   #NAME?                             -          ABC                        ABC
Change Font Color to Blue                  #NAME?                             -          ABC                        ABC
Cell Format                                                                                                   Cell Format
Background (Cell backround= Green)          #NAME?                            -          ABC                        ABC
Border (Border = Green)                     #NAME?                            -          ABC                        ABC
Word Wrap                                   #NAME?                            - ABC ABC ABC ABC               ABC ABC ABC ABC

Merge Cells                                 #NAME?                            -   ABC ABC ABC ABC             ABC ABC ABC ABC




Number format                                                                                                 Try

Number Format                              Button        Hotkey                            Menu Bar
All Types                                   #NAME? <Ctrl+1>                       Format> Number Formatting


Number Format                                       Format Category                     Example               Number Format
Add a US dollar sign                       Accounting/Currency                                  $100.00                      100
Add a Chinese Yuan sign                    Accounting/Currency                                  Ұ100.00                      100
To 2 decimal places                        Number                                                123.46               123.45678
To 4 decimal places                        Number                                               12.3457               123.45678
Do Not use 1000 Separator(,)               Number                                                 1000                      1,000
To Use 1000 Separator                      Number                                                 1,000                     1000
Set the date format to d/m/yyyy            Date                                             3/31/2007                 3/31/2007


Formulas & Functions                                      Method                        Example
Quick Sum                                                 #NAME?                                     -                       100
Key in formula                             Start cell content with ' = '          "=average(H47:J47)""                       100
Insert function                            Menu bar > Insert > Functions...                          -                       100
                                      Introduction of EditGrid toolbar; text, font, cell & number formatting


                           Hints
                           View EditGrid Hotkey List




                           Hints
                  Highlight the cell first before format
                  editing. the EditGrid toolbar/ hotkeys
                         Use




                  Highlight the cell first before format
                  editing. the EditGrid toolbar/ hotkeys
                         Use


                  Highlight the cell first before format
                  editing.



                           Alternative: Menu Bar > Format > Font Color

                  Highlight the cell first before format
                  editing.
                         Alternative: Menu Bar > Format > Font Color
                           Press [Advanced] in borders menu for more options
ABC ABC ABC ABC

ABC ABC ABC ABC            Select 2 or more cells and then click button




                                         Hints

                                         Choose a suitable category to perform format numbers
                                                                 #NAME?
                  Highlight the cell first before format
                  editing.



                  Number Format dialog box > Number >
                  Untick box "Use 1000 Separator (,) "




                     100
                                                                         Select the two cells on the
                     100
                                                                         Start formula click on with
                                                                         left, and then building the
                                        Click to view the list of functions in EditGrid wiki
                     100            100
                                                                         "=""
                                                                         summation button in the
                                                                         EditGrid toolbar
Tutorial 3 - Charts & Chart Mashups
Examples

      Example: Pie Chart                                             Using EditGrid Charts

      Hong Kong Weather in July
                                                                         Days in July
      Drizzle                                        3
      Sunny                                          15
      Cloudy                                         8
      Thunderstorm                                   5
      Total                                          31



Creating EditGrid Charts
      Google Chart Creation                 Button        Menu Bar
      Choose the range of cells you want    #NAME? Menu bar> Insert> Chart...
      to plot
      Chart Editing
                                                                      #NAME?

      1. Right click on the created chart

      2. Manage chart properties

      3. Click [Apply] to preview

      4. Click [Ok]




Creating Charts with EditGrid's Google Chart Mashup
      Google Chart Creation                 Button        Menu Bar
      Assign and highlight the cell for     #NAME? Menu bar> Insert> Mashup...
      Google chart display
      When inserting Google Chart
                                                                      #NAME?


      1. Choose "Google Charts" option

      2. Click [Insert]




Try

      Pie Chart                                                      Insert EditGrid chart


      Hong Kong Weather in July
      Drizzle                                        3
      Sunny                                          15          Try create a chart yourself.
      Cloudy                                         8
      Thunderstorm                                   5
Total                       31




Copying from an existing EditGrid Spreadsheet




Importing an external spreadsheet file
                                                             Creating EditGrid Charts




                 Using EditGrid's Google Chart Mashup

                                 #NAME?




Hints
                   View all available EditGrid chart types




Formula
=Googlechart(type,data,[,options])

Hints
View the Mashup form (Menu bar> Insert> Mashup) for more formula details
about Google Chart Creation




                            Insert Google chart

                  Insert google chart function here
Tutorial 4 - Share spreadsheets with others
EditGrid Spreadsheet sharing
                    Method                          Sharing purpose




                    Menu bar> Share> Share          Set Sharing permissions at different levels and
  Share via
                    with others...
  Spreadsheet                                       occasions as show in the picture
  view:




  Share via Sheet   ▼(triangle next to file name)   Set Sharing permissions at different levels and
  Properties        > Properties > Properties       occasions at the sheet properties
                    Summary
                          Sharing, co-editing, and exporting spreadsheets


                        Hints
Illustration
               #NAME?




                        Additional sharing option:

                        Share to workspaces within an
                        organization (Organisation Users)




#NAME?
Tutorial 5 - Publishing Spreadsheets
EditGrid Spreadsheet sharing

                     Method              Sharing purpose

  Publish through                        - Dynamic HTML table inside an IFrame (Supported
                                         by most Blogging systems)
  EditGrid
  Widgets:        Menu bar > Publish >
                                         - Featured Mini-EditGrid inside an IFrame
                     Widgets

                                         - Calculator (Visitors can work on the sheet online,
                                         but changes will not apply to the original.)
                       Publishing Spreadsheets


               Hints

Illustration
#NAME?
Tutorial 6 - Collaborate with others
Functions for shared spreadsheets

   Function        Method                                  Sharing purpose
   Cell/Range
                   1.Highlight cell/range
   Lock
                   2. Right click
                                                           Apply lock to prevent
                                                           cell/range changes by others
                   3. Apply Cell/range lock



   Linked
   Sheets
                   1. Menu Bar > Insert > Sheet Before/
                   After

                   2. Choose: Link from another
                   spreadsheet
                                                           Clipping sheets from other
                   OR                                      spreadsheets for easier data
                                                           handling

                   1. Right click on sheet tab >Insert
                   Sheet Before/After

                   2. Choose: Link from another
                   spreadsheet

                                                           *Link sheets will be read-only




Revision History

   Mark Revision                                           Notes/ Illustration
  Menu bar > Collaborate > Revisions > Mark Revisions...                                                   #NAME?

  Menu bar > File > Properties... > History > Mark
  Revision
  Workspace > ▼(triangle next to file name) > Properties   Add description define revision identity
  > History... > Mark Revision
                                                           * a marked revision will be permanently stored in EditGrid




   View previous revision                                  Illustration
  Menu bar > Collaborate > Revisions > View Revisions...                                                  #NAME?
  Menu bar > File > Properties... > History > View
  Workspace > ▼(triangle next to file name) > Properties
  > History... > View


   Roll back to previous version
Menu bar > File
> Properties... >
History > Roll
back to this
version


Workspace > ▼(triangle next to file name) > Properties > History... > Roll back to this version


Last Modified Person                                      Illustration
Right Click on a cell > Properties                                                            #NAME?
                                                                                                                         Cell/Range Lock, and linked sheets




                            Illustration                               Try it now

                                                Demo                                               Try
                                           Cell/Range Locked
                                                                                                                                  Select F7:F8 , right click,
                                                                                             Lock Cell/Range
                                           Cell/Range Locked
                                                                                                                                  apply cell/range lock
                                                                                             Lock Cell/Range
                                                Demo                                               Try



                            #NAME?




                            Classification = Personal/ Organisation Users
                            Organisation = Organisation name (if Organisation user chosen)
                            Username = User name
                            Spreadsheet = Spreadsheets from the chosen user's workspace
                            Sheet = Sheet of the chosen spreadsheet for linking purpose




ion                                                                    Hints
                           #NAME?                                      A revision will be made when the spreadsheet is
                                                                       closed



define revision identity

ill be permanently stored in EditGrid




                          #NAME?
#NAME?
Cell/Range Lock, and linked sheets




         Select F7:F8 , right click,
         apply cell/range lock
Tutorial 7 - Data Functions
  Remote Data                                                         Practice Area

  USA Stock Market                                                    USA Stock Market
  Company                Last Price Last Trade Date Last Trade Time   Company
             #NAME?       #NAME?        #NAME?          #NAME?
             #NAME?       #NAME?        #NAME?          #NAME?
             #NAME?       #NAME?        #NAME?          #NAME?
             #NAME?       #NAME?        #NAME?          #NAME?
             #NAME?       #NAME?        #NAME?          #NAME?



  Currency Exchange                                                   Currency Exchange
                                   Chinese Yuan
                         Japanese Yen               US Dollars
  1 Hong Kong Dollar =    #NAME?        #NAME?          #NAME?        1 Hong Kong Dollar =
  1 Euro =                #NAME?        #NAME?          #NAME?        1 Euro =



  Alexa Rank                                                          Alexa Rank
                         Rank       3mon reach/mm 3mon pageview/mm
  Facebook.com            #NAME?        #NAME?          #NAME?
  CNN.com                 #NAME?        #NAME?          #NAME?
                                           Getting live data in your spreadsheets through functions!


                                                         Hints


Last Price     Last Trade Date Last Trade Time           Documentation at:
                                                         Insert > Remote Data > YSTOCK




Japanese Yen   Chinese Yuan    US Dollar                 Documentation at:
                                                         Insert > Remote Data > YCURRENCY




Rank           3mon reach/mm 3mon pageview/mm            Documentation at:
                                                         Insert > Remote Data > ALEXA


                                                         * The set of data available are expanding!
Tutorial 8 - Chart Mashups
Chart Mashups with Yahoo! Finance, Reuters, Alexa and Compete
  Financial              Button    Menu Bar                  Formula

  Reuters Charts


                         #NAME?    Menu bar>         =reuterschart(symbol[,range,options])
                                   Insert> Mashup...




  Yahoo!Finance          #NAME?    Menu bar>         =yfinancechart(symbol[,range,options])
  Charts                           Insert> Mashup...




  Web Analytics          Button    Menu Bar                  Formula

  Alexa Charts


                         #NAME?    Menu bar>         =alexachart(website[,range,options])
                                   Insert> Mashup...




  Compete Charts


                         #NAME?    Menu bar>         =competechart(websites[options])
                                   Insert> Mashup...




  Note: Please click the Mashup button for further details
                                    Capture charts from specific data providers




Example (stock: Yahoo, range: 3 months)

YHOO
             #NAME?




                              #NAME?




Example (site: facebook.com, range: 1 yr)
                               #NAME?




#NAME?
EditGrid Templates
                                                                        See also the featured Spreadsheets!
Category          Template                  Thumbnail            Get it now!

Accounting        Cheque Register                       #NAME?      Copy




                  Balance Sheet                         #NAME?      Copy




                  Income Statement                      #NAME?      Copy




                  Statement of Cash Flows               #NAME?      Copy




                  Expense Tracker                       #NAME?      Copy




Administrations   2008 Calendar                         #NAME?      Copy




                  Preparation Schedule                  #NAME?      Copy




                  Mail Merger                           #NAME?      Copy




                  Guest List                            #NAME?      Copy




Human             Time Sheet                            #NAME?      Copy
Resources
                   Absence Tracker                 #NAME?          Copy




                   Employee Record                 #NAME?          Copy




Management         Project Management              #NAME?          Copy




                   Issue Tracker                   #NAME?          Copy




                   Issue Tracking Log              #NAME?          Copy




                   Dashboard                       #NAME?          Copy




Marketing          Sales Forecast                  #NAME?   Copy




                   Sales Pipeline                  #NAME?   Copy




WebAnalytics       Website Tracker                 #NAME?   Copy




Academic           Student Timetable               #NAME?   Copy




Personal Finance Real Estate Investment Analysis   #NAME?   Copy




                   Currency Converter              #NAME?   Copy




                   Financial Charts                #NAME?   Copy
Health       Diabetes Manager                  #NAME?   Copy




             Weightloss calculator for Men     #NAME?   Copy




             Weightloss calculator for Women   #NAME?   Copy




             Ideal Weight                      #NAME?   Copy




             Calorie Calculator                #NAME?   Copy




             Daily Blood Sugar Tracker         #NAME?   Copy




Personal     Movie Center                      #NAME?   Copy




Travelling   One Paged Itinerary               #NAME?   Copy




             Itinerary and budget              #NAME?   Copy
See also the featured Spreadsheets!
                    Note

								
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