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Intelligent Media Management:Manual for Table Document

Last Updated:Mar 07, 2025

Table Document can fulfill your daily office needs and help financial professionals in enterprises and institutions process financial data. This topic describes the user interface, basic operations, and features of Table Document.

Overview

Worksheet interface

The following figure shows the worksheet interface of a table document. A worksheet consists of the following elements.表格

No.

Name

Description

Title bar

Displays the name of the file. When you create a new file, the program automatically names the file as workbook, workbook (1)...

Ribbon

Provides commands that you can use to edit the table.

Name box

Displays the address name of the selected cell. If more than one cell is selected, the name box displays the selected range.

Edit bar

Displays the data that you can edit in the selected cell, or displays the edits when you edit the cell directly.

Column headers

A vertical series of cells make up a column, and a horizontal series of cells make up a row. A worksheet consists of multiple rows and columns which are marked with row numbers and column headers.

  • Column headers are at the top of the table editing window and are labeled with capital letters A, B, C... The corresponding columns are column A, column B, column C...

  • Row numbers are on the left side of the table editing window and are labeled with numbers 1, 2, 3... The corresponding rows are row 1, row 2, row 3...

Row number

Active cell

The minimum unit of data stored in a cell. You can directly edit the data in the active cell.

Active worksheet

A worksheet consists of cells, and a file consists of worksheets. The name of the active worksheet is highlighted. You can directly edit the data in the cells of the active worksheet.

Worksheet tabs

Display the names of worksheets in a file. Click the tab of a worksheet to select the worksheet as the active worksheet. Double-click the tab of a worksheet to rename the worksheet.

Workbook and worksheet

A workbook consists of multiple worksheets in which different types of data can be stored. Workbook and worksheet are foundational concepts in table documents.

  • Workbook

    A workbook is a table document, which can store and compute data. When you open a table document, a workbook is automatically opened. A workbook can contain multiple worksheets. This helps you manage information of various types in a single file. A workbook is stored as a file on your disk. The following figure shows a workbook that contains one worksheet.工作簿

  • Worksheet

    Worksheets help you organize and analyze data. A worksheet consists of rows and columns. By default, a workbook contains one worksheet named Sheet1. You can add or delete worksheets based on your requirements. You can use the worksheet tabs at the bottom of the table editing window to switch between worksheets. If a workbook contains more worksheets than the worksheet tab bar displays, you can click 左 to the left of the tabs or 右 to the right of the tabs to find the worksheet you want. 工作表

Cell, cell address, and active cell

  • Cell

    A worksheet consists of multiple rectangular storage units. A unit is referred to as a cell. A cell is the most basic unit of a table document. A cell is also the most basic unit for data entry, editing, and formatting.

  • Cell address

    A cell has a fixed address. The column header and row number of a cell make up a coordinate. The coordinate is referred to as the address for the cell. A cell address consists of a column header and a row number. It uniquely identifies the position of a cell. For example, the address of a cell at the intersection of column A and row 2 is A2. The address of a cell at the intersection of column C and row 5 is C5. In most cases, a cell is referred to by its address.

  • Active cell

    The active cell is also known as the current cell. Among the cells in the current worksheet, the active cell is the cell that is surrounded by a thick box. The thick box is called the active cell pointer. Data is always entered into the active cell. All data you enter is saved in the cells. The data can be a string, a set of numbers, a formula, or an image. Click a cell to select it as the active cell. The address of the active cell is displayed in the name box in the edit bar.活动单元格

Basic operations

Edit a cell

You can perform operations such as selecting a cell, entering text in a cell, copying a cell, and cutting a cell.

  • Select a cell.

    You need to select a cell before you can clear, cut, paste, move, or perform other operations on the cell.

    • Select a single cell: Click the cell.

    • Select non-adjacent cells: Hold down Ctrl and click the cells.

    • Select adjacent cells: Hold down your mouse and drag over the cells.

    • Select a multi-row or multi-column range between two cells: Select one cell, then hold down Shift and click the cell at the end of the range.

  • Copy a cell

    You can select one of the following methods to copy a cell.

    • Move your mouse pointer to the border of a cell. When the pointer changes to a cross arrow, hold down Ctrl and click. After a dash line box that surrounds the cell appears, drag the dash line box to the cell that you want to paste.

    • Select a cell and right-click the cell. On the right-click menu, select Copy. Then, right-click the cell that you want to paste and select Paste in the right-click menu.

    • Select a cell and press Ctrl+C. Then, select the cell that you want to paste and press Ctrl+V.

  • Cut a cell

    You can select one of the following methods to cut a cell.

    • Select a cell and right-click the cell. On the right-click menu, select Cut. Then, right-click the cell that you want to paste and select Paste in the right-click menu.

    • Select a cell and press Ctrl+C. Then, select the cell that you want to paste and press Ctrl+V.

Edit a table

Table editing mainly involves editing the data in a table, including automatic data filling, custom sequence, searching, replacing, and entering formulas.

The following table describes the two types of data in a table document.

Type

Description

Text

Plain text or text mixed with numbers. For example, names, Class A, Grade 2005.

Numeric

Pure numbers that can be used in calculations.

Note

By default, text data is aligned left, and numeric data is aligned right.

  • Enter text

    Text refers to a combination of characters or a combination of numbers and characters. All character sets that you enter in cells are of the text type unless Table Document interprets a character set as a number, formula, date, or logical value.

    A number stored as text cannot be used in calculations. For example, telephone numbers are pure numbers that can be stored as text, because you do not need to use telephone numbers in calculations. If the serial number 010 is not defined as text type, the preceding placeholder 0 cannot be displayed. 010 and 10 are completely equal if they are of the numerical type. Perform the following operations to define pure numbers as text type:

    • To enter text data that consists of a pure number, enter a single quotation mark (') in front of the number.

    • Drag the fill handle to fill the data. Hold down Ctrl and drag the fill handle to copy the data.

  • Enter a number

    A number consists of 0 to 9 and special characters such as plus sign (+), hyphen (-), dollar sign ($), and percent sign (%).

    Note

    Note the following points when entering a number:

    • To enter a positive number, you do not need to add a plus sign (+) before the number.

    • To enter a negative number, enclose the number in parentheses (). For example, (123) means -123.

    • To enter a fraction, add a 0 in front of the fraction. Otherwise, the data can be interpreted as a date. For example, for 1/2, enter 0 1/2. A space is required between 0 and 1/2. If you do not add a 0 in front of the fraction, the fraction is treated as a date. For example, if you enter 1/2, it will be displayed as January 2.

    • When the length of the entered value exceeds the cell width or exceeds 11 digits, it is automatically displayed in scientific notation.

  • Enter date and time

    • To enter a date, separate the year, month, and day with backlashes (/) or hyphens (-). For example, 05/4/19 or 05-4-19.

    • To enter a time, separate the hour, minute, and second with colons (:). For example, 9:30 or 10:30 AM.

    Note

    Dates and times are treated as numbers in table documents. You can perform calculations on dates and times.

  • Enter the same data in non-adjacent ranges

    To enter data in non-adjacent cells, perform the following steps:

    1. Hold down Ctrl and drag to select the ranges of cells.

    2. Enter data into the active cells.

  • Information displayed in the status bar

    The status bar provides a large amount of real-time information. If you select several values at the same time, the status bar displays the Sum, Average, and Count of the values.栏

    Note

    The figure shows the default settings for table documents. You can right-click the status bar to add or remove the items based on your requirements.

Copy, cut, and paste

You can move, copy, cut, and paste the selected content by using control commands, shortcuts, or mouse operations.

Cut

Cut is the process of removing the selected content from the file and moving the content on the system clipboard. You can paste the content to another position.

You can select one of the two methods to perform cut.

  • Use the Ctrl+X shortcut.

  • Right-click and select Cut in the right-click menu.

Copy

Copy is the process of replicating the selected content to the system clipboard without removing the content from the file. You can paste the content to another position.

You can select one of the two methods to perform copy.

  • Use the Ctrl+C shortcut.

  • Right-click and select Copy in the right-click menu.

Paste

Paste is the process of inserting the content from the system clipboard to the insertion point in the file You can only perform paste if the system clipboard is not empty.

You can select one of the two methods to perform paste.

  • Use the Ctrl+V shortcut to paste the entire content that you cut or copy.

  • Right-click and select Paste in the right-click menu.

Note

Use the Ctrl+Shift+V shortcut to paste without format.

Format painter

You can use format painter to copy the format from one selected object or cell and apply the format to another object, text, or cell.

To use format painter, perform the following steps:

  1. Click the cell or object from which you want to copy the format.

  2. In the Start ribbon, click the 格式刷 icon.

  3. After the pointer changes to a brush, select the object or cell that you want to apply the format to.

Note

Double-click the 格式刷 icon to use the format brush continuously.

Font settings

You can apply different font formats, borders, and fill colors to cells to highlight important information.

Font formats

Font formats include font, font size, font style, and color.

  • Specify font

    You can specify a font based on your habit or requirements. To specify a font, perform the following steps:

    1. Select the cells or text whose font you want to change.

    2. In the Start ribbon, click the font drop-down list and select a font.

  • Specify font size

    Font size represents the size of the characters. To specify font size, perform the following steps:

    1. Select the cells or text whose font size you want to change.

    2. In the Start ribbon, click the font size drop-down list and select a font size.字号

    Note

    You can also click the 增大 icon in the Start ribbon to increase the font size or click the 减小 icon to decrease the font size.

  • Specify font style

    Font style represents the character format of the text. Use the control icons in the Start ribbon to specify font style. The following table lists the control icons and their functions.

    Icon

    Description

    加粗

    Sets or unsets bold for the selected text.

    斜体

    Sets or unsets italics for the selected text.

    下划线

    Sets or unsets underline for the selected text.

    删除线

    Sets or unsets delete line for the selected text.

    颜色

    Click 箭头 to the right of the icon to select a color for the selected text from the drop-down list.

Specify cell borders

Cell borders are gray by default and cannot be printed. If you want to print the cell borders, add borders to the worksheet.

To add cell borders, perform the following steps:

  1. Select the cells to which you want to add borders.

  2. In the Start ribbon, click the arrow to the right of the 边框 icon and select a border style that you want to apply.边框

  3. Click the arrow to the right of the 颜色 icon to specify a color for the border.

  4. Click the arrow to the right of the 粗细 icon to specify a style for the border.

Specify cell fill color

You can select one of the following methods to fill a cell with color.

  • In the Start ribbon, click the arrow to the right of the 填充 icon and select a color that you want to fill.

  • Right-click the cell that you want to fill and select Format Cells in the right-click menu. In the right-side pane, click the Cell tab and specify a fill color.填充

Align, wrap, and merge

Specify cell alignment

Alignment refers to the relative position of the content of a cell to the cell. By default, text is aligned left, number is aligned right. Logical values and error values are centered. You can also specify other alignments for the contents in cells.

To specify cell alignment, perform the following steps:

  1. Select the cell for which you want to specify alignment.

  2. In the Start ribbon, click the cell alignment type that you want to specify.对齐

    Icon

    Description

    左

    Alignment left

    水平居中

    Horizontal Center

    右

    Alignment right

    下

    顶

    Top alignment

    垂直

    Vertical Center

    低

    Bottom alignment

Set auto wrap

If you need to enter multiple lines of text in a cell, you can set auto wrap by performing the following steps:

  1. Select the cells for which you want to set auto wrap.

  2. In the Start ribbon, click the 图标 icon.

Merge cells

To merge cells, perform the following steps:

  1. Select the cells you want to merge.

  2. In the Start ribbon, click the arrow to the right of the 合并 icon and select a merge type.合并

    Icon

    Description

    1

    Merges the selected cells and center the contents.

    1

    Merges the cells with the same content within the selection.

    1

    Merges the contents in the cells.

    1

    If you select multiple rows, merges the cells in the same column.

    1

    Unmerge cells.

    Note

    You can also unmerge cells by click the merge icon for a second time.

Specify cell format

Quick cell format

In the Start ribbon, click the 大 icon to increase the number of decimal places that is displayed or click the 小 icon to decrease the number of decimal places that is displayed.

Cell Format

Table Document provides 13 cell formats: general, number, currency, accounting, short date, long date, time, percentage, fraction, scientific, text, comma style, and custom.

To format a cell, perform the following steps:

  1. Select the cells you want to format.

  2. In the Start ribbon, click the arrow to the right of the 格式 icon and select a format from the drop-down list. The following table describes the formats.

    Icon

    Description

    1

    The default cell format. The general format contains no specific format for numbers.

    1

    The number in the cell retains two decimal places.

    1

    The number in the cell contains the currency symbol, for example, $4.00.

    1

    The number in the cell is displayed in the accounting number format that contains decimal places and the currency symbol.

    1

    The number in the cell is displayed in the short date format, for example, 2018/8/31.

    1

    The number in the cell is displayed in the long date format, for example, August 31, 2018.

    1

    The number in the cell is displayed in the time format, for example, 0:00:00.

    1

    The number in the cell is displayed as a percentage that contains the percentage symbol and decimal places.

    1

    The number in the cell is displayed as a fraction, for example, 1/8.

    1

    The number in the cell is displayed in the scientific notation, for example, 1.23E +09.

    1

    The numeric data in the cell is specified as text.

    1

    The numeric data in the cell is displayed in the comma style.

    1

    Creates a custom number format based on an existing number format.

Style settings

Table style

Table Document provides a variety of table styles that you can apply conveniently. You can select and apply a style based on the contents of your table. The properties of the table can vary significantly among the table styles, such as the font weight, border thickness, and background color saturation.

In the Start ribbon, click the arrow to the right of the 样式 icon and select a table style.样式

Conditional format

You can use the conditional format feature to apply a certain format to a cell automatically when a certain condition is met. You can specify three conditions at the same time. A condition can be based on a formula or cell values. For example, to fill the cells that contains the date of today with yellow, perform the following steps:

  1. Select the column.

  2. In the Data ribbon, click the 条件格式 icon to open the Conditional Format panel.格式

  3. Click the drop-down lists 条件and 条件 to specify the condition.

  4. Click the Format Style drop-down list to specify the cell format that you want to apply to the cells that meet the specified condition.

  5. Click Create Rule to apply the settings.

Cell settings

Insert a cell

You can select one of the following methods to insert a cell.

  • Method 1

    1. Select the position where you want to insert the cell.

    2. In the Insert ribbon, click the 单元格 icon and select how to insert the cell.

  • Method 2

    1. Select the position where you want to insert the cell.

    2. Right-click.

    3. Click Insert in the right-click menu and select how to insert the cell.插入

Delete a cell

You can select one of the following methods to delete a cell:

  • Method 1

    1. Select the cell that you want to delete.

    2. In the Insert ribbon, click the 单元格 icon and select how to delete the cell.1

  • Method 2

    1. Select the cell that you want to delete.

    2. Right-click.

    3. Click Delete in the right-click menu and select how to delete the cell.1

Row and column settings

You can modify the structure of a table by selecting, inserting, and deleting rows and columns.

Select a row or column

You need to select a row or column before you can delete or move the row or column.

  • Select a row or column: Click the row number or column header.

  • Select a multi-row range between two row numbers or a multi-column range between two column headers: Select a row or column, then hold down Shift and select the other row or column.

  • Select non-adjacent rows or columns: Hold down Ctrl and click the row numbers or column headers respectively.

Hide and unhide a row or column

  • To hide a row or column, perform the following steps:

    1. Select the row or column that you want to hide.

    2. Right-click.

    3. Click Hide Row or Hide Column in the right-click menu. The following figure shows how to hide a column.隐藏

  • To unhide a row or column, perform the following steps:

    1. Click the 全选 icon in the upper left corner of the active worksheet to select the entire worksheet.全选

    2. Right-click.

    3. Click Unhide Row or Unhide Column in the right-click menu.取消

Insert a row or column

You can select one of the following methods to insert a row or column:

  • Method 1

    1. Select the position where you want to insert the row or column.

    2. In the Insert ribbon, click the 行列 icon and select Insert Row or Insert Column.行列

  • Method 2

    1. Select the position where you want to insert the row or column.

    2. Right-click.

    3. Click Insert Row or Insert Column in the right-click menu.1

Delete a row or column

You can select one of the following methods to delete a row or column:

  • Method 1

    1. Select the row and column that you want to delete.

    2. In the Insert ribbon, click the 1 icon and select Delete Row or Delete Column.1

  • Method 2

    1. Select a cell in the row or column that you want to delete.

    2. Right-click.

    3. Click Delete in the right-click menu and select Delete Row or Delete Column.1

  • Method 3

    1. Select the row or column that you want to delete.

    2. Right-click.

    3. Click Delete in the right-click menu.1

Specify row height or column width

You can select one of the following methods to specify row height or column width:

  • Method 1

    1. Select the row or column that you want to modify.

    2. In the Insert ribbon, click the 1 icon and specify Row Height or Column Width.1

  • Method 2

    1. Select the row or column that you want to modify.

    2. Right-click.

    3. In the right-click menu specify Row Height or Column Width. The following figure shows how to specify row height.1

Note
  • If you select Fittest Row Height or Fittest Column Width, table document automatically adjusts the row height or column width based on the text length.

  • If you select Standard Column Width, you can set a uniform column width for the current worksheet. You can manually specify column width.

Worksheet settings

A workbook can contain multiple worksheets. You can create, copy, paste, move, delete, and rename worksheets.

Select a worksheet

Click the worksheet tab. The name of the selected worksheet is highlighted. In the following figure, Sheet1 is selected as an example.1

Move a worksheet

You can select one of the following methods to move a worksheet:

  • Drag and move a worksheet. This method is effective if you want to move a worksheet within one workbook. Perform the following operations:

    1. Select the worksheet tab that you want to move and drag it along the tab bar.

    2. Release the left mouse button when the worksheet tab moves to the position that you want.

  • Use the Move To feature. Perform the following operations:

    1. Select the worksheet that you want to move and right-click the worksheet tab.

    2. In the right-click menu, click Move To and select the position where you want to move the worksheet.1

Copy a worksheet

To copy a worksheet, perform the following steps:

  1. Select the worksheet you want to copy and right-click the worksheet tab.

  2. In the right-click menu, click Create copy.1

Create or insert a worksheet

  • Create a worksheet

    To create a worksheet, click the 1 icon to the right of the worksheet tab.

  • Insert a worksheet

    To insert a worksheet, perform the following steps:

    1. Select the active worksheet and right-click the worksheet tab.

    2. Click Insert in the right-click menu.插入

Delete a worksheet

To delete a worksheet, perform the following steps:

  1. Select the worksheet that you want to delete and right-click the worksheet tab.

  2. Click Delete in the right-click menu.1

  3. In the delete worksheet dialog box, click OK.

Rename a worksheet

By default, worksheets are named in the Sheet+Sequence number format. You can select one of the following methods to rename a worksheet:

  • Method 1

    1. Double-click the tab of the worksheet that you want to rename. When the worksheet tab is selected, enter a new name.1

    2. Press Enter or click anywhere in the worksheet except the worksheet tab.

  • Method 2

    1. Select the worksheet that you want to rename and right-click the worksheet tab.

    2. Click Rename in the right-click menu and enter a new name. 1

    3. Press Enter or click anywhere in the worksheet except the worksheet tab.

Hide a sheet

To hide a worksheet, perform the following steps:

  1. Select the worksheet that you want to hide and right-click the worksheet tab.

  2. Click Hide in the right-click menu.1

Edit a table

Filling

  • Autofill

    You can use the autofill feature to copy data to cells or fill a series of data in cells.

    • Copy cell

      To copy cell, perform the following steps:

      1. Enter data in a cell and select the cell.

      2. Move your mouse pointer to the lower right corner of the cell and the mouse pointer becomes a cross.

      3. Hold down Ctrl and the left mouse button, and then drag the pointer downward.

      4. After you drag the pointer to the last cell that you want to fill, release the left mouse button.

    • Fill series

      Table document supports two types of series:

      • Text series: years, months, weeks, quarters.

        The following example describes how to fill a text series of days in a week.

        1. Enter Monday in the first cell and select the cell.

        2. Move your mouse pointer to the lower right corner of the cell and the mouse pointer becomes a cross.

        3. Press the left mouse button and drag the mouse down.

        4. After you drag the pointer to the last cell that you want to fill, release the left mouse button.

      • Numeric series: 1, 2, 3, or 2, 4, 6.

        For a numeric series, you need to enter two numbers that show a changing pattern. Then, you can drag the fill handle to fill the series. The following example describes how to fill a numeric sequence 2, 4, 6:

        1. Enter 2 in the first cell and 4 in the second cell. Then, select both cells.

        2. Move your mouse pointer to the lower right corner of the cells and the mouse pointer becomes a cross.

        3. Press the left mouse button and drag the mouse down.

        4. After you drag the pointer to the last cell that you want to fill, release the left mouse button.1

  • Smart fill

    You can use the smart fill feature by the shortcut Ctrl+E. Smart fill can help you in the following scenarios:

    • Extract one item from a series of contents.

    • Combine multiple columns into one column.

    • Convert between upper and lower cases. Adjust the order of strings.

    • Organize and standardize data.

    The following example shows how to extract a phone number:

    1. In the Phone Number column, enter one phone number as a sample.1

    2. Select the cells that you want to fill, press Ctrl+E or click the 1 icon in the Data ribbon to extract the phone numbers and fill the phone numbers in the cells.1

Clear format or content

  • Clear format

    To clear format, perform the following steps:

    1. Select the cell whose format you want to clear and right-click the cell.

    2. Click Clear Format in the right-click menu to clear the format and retain the content.

  • Clear content

    To clear content, perform the following steps:

    1. Select the cell whose content you want to clear and right-click the cell.

    2. Click Clear Content in the right-click menu to clear the content and retain the format.

Sort and filter

  • Sort

    Table document provides various methods for you to sort data. For example, you can sort the rows and columns in ascending or descending order. To sort data, perform the following steps:

    1. Select the cells you want to sort.

    2. In the Start ribbon, click the 1 icon and select a sorting method.1

  • Filter

    By filtering data, the system displays data which meet the conditions that you specify and hide all other data. This helps you find and manage data subsets quickly. Filtering is different from sorting. Filtering does not reorganize the tables, but temporarily hides the rows that are not needed. To filter data, perform the following steps:

    1. Select a data column.

    2. In the Start ribbon, click the 1 icon.

    3. Buttons appear at the title of each field in the selected data column. Click this button to filter the data that you want to display. The following figure shows how to filter years.1

Find and replace cell contents

Table document provides the find and replace feature which helps you quickly find a specified data or replace a specified data with other data.

  • Find cell content

    To find the content of a cell, perform the following steps:

    1. Click the 1 icon in the Start ribbon to open the Find & Replace dialog box.1

    2. Enter the content that you want to find.

    3. Press Enter or click Search.

      Note
      • If the content does not exist in the selected range, a No data matching the query content was found message is displayed in the dialog box.

      • Click the 上一个 icon to locate the previous cell that is found. Click the 下一个 icon to locate the next cell that is found.

  • Replace cell content

    The replace feature helps you edit a table quickly by replacing contents in cells that meets specified methods, conditions, and ranges. To replace cell content, perform the following steps:

    1. Click the 1 icon in the Start ribbon to open the Find & Replace dialog box.

    2. Click the 1 icon to open the Enter Replace Content field.1

    3. Enter the content that you want to find in the Search field and enter the content that you want to replace with in the Replace with field.

      Important

      If you do not enter any content in the Replace with field, the content that is found is deleted when you replace it.

    4. Click Replace all to replace all the found content.

Insert an image

You can insert images into a table to express the data more vividly and help your audience understand what the data indicates.

To insert an image, perform the following steps:

  1. Select one of the following methods to insert an image.

    • In the Start ribbon, click the 图片 icon and select Image from the drop-down list.

    • In the Insert ribbon, click the 图片 icon.

  2. Select the format of the image.1

    • Floating picture: The image floats over the cells.

    • Cell picture: The image is in a cell.

    Note

    You can click When pasting pictures from outside to specify The default is a floating picture or The default is a cell picture.

  3. In the Open dialog box, select the folder where the image is located and select the image file that you want to insert.

  4. Click Open to insert the selected image file into the table.

Insert a link

You can insert a link into a cell to link the cell to other web pages.

To insert a link, perform the following steps:

  1. Select the cell where you want to insert the link.

  2. In the Insert ribbon, click the 1 icon.

  3. In the Insert Link dialog box, configure the following parameters:1

    • Text: Enter a name for the link.

    • Type: Select Link from the drop-down list and enter the URL of the link in the field.

  4. Click OK.

Note
  • If the cell already contains the URL of the link, right-click the cell and choose Insert Link in the right-click menu to change the URL into a link.

  • Hold down Ctrl and click the cell to select the cell where a link is inserted.

  • Hold down Ctrl and double-click the cell to modify the text in the cell where a link is inserted.

Insert a symbol

You can use the insert symbol feature of Table Document to insert symbols that are not available on the keyboard, such as Greek letters, mathematical symbols, and graphic symbols.

To insert a symbol, perform the following steps:

  1. Select the cell where you want to insert the symbol.

  2. In the Insert ribbon, click the 1 icon and select the symbol that you want to insert.1

Insert a checkbox

You can record completed items and tasks by using checkboxes.

To insert checkboxes, perform the following steps:

  1. Select a range of cells into which you want to insert checkboxes.

  2. In the Insert ribbon, click the 1 icon to insert checkboxes. By default, the checkboxes are not selected.

  3. If you no longer need check boxes, select the cells that contain check boxes. In the Insert ribbon, click the arrow to the right of the 1 icon and select Clear the checkbox. This step is optional.

Insert a PivotTable

PivotTable is a powerful tool that compares and analyzes data from multiple perspectives. It transforms data into meaningful information and help you see comparisons, patterns, and trends in your data.

To insert a PivotTable, perform the following steps:

  1. Select a range of cells that contain data in the worksheet.

  2. In the Insert ribbon, click the 1 icon.

  3. In the Create PivotTable dialog box that appears, select a position that you want the PivotTable to be inserted.1

  4. Click OK.

  5. Select the PivotTable range. In the right-side pane, click the · icon and add the data columns to the corresponding rows, columns, and values to analyze and compare the data.

Note

By default, the PivotTable calculate the sum of the numeric fields. Click the 1 icon in the upper-right corner to specify other calculation methods, such as count, maximum value, and variance.

Display ratio

You can adjust the display ratio when you view a table. If the worksheet is small, you can increase the display ratio. If the worksheet is large and you want the whole table to be displayed, you can reduce the display ratio. Table Document supports a range of 50% to 400%.

Click the 缩放 icon in the lower-right corner of the page. In the Display Ratio list, select a ratio.1

Formula settings

A formula is an equation that analyzes and calculates data in a worksheet. Table Document provides a wide range of functions. You can use these functions to create formulas and perform mathematical operations on values in a worksheet.

Table Document supports more than 300 functions that can be divided into several types, including date and time, math and trigonometry, statistical, lookup and reference, text, logical, and information.

AutoSum

Table Document provides the AutoSum feature, which facilitates the sum operation for values in your table.

  • Sum a row

    To sum a row, perform the following steps:

    1. Select a range of cells that you want to sum in the row.

    2. In the Start ribbon, click the arrow to the right of the 1 icon.

    3. Select Sum from the drop-down list.

    4. The result of AutoSum is displayed in the next cell of the row.1

  • Sum a column

    To sum a column, perform the following steps:

    1. Select a range of cells that you want to sum in the column.

    2. In the Start ribbon, click the arrow to the right of the 1 icon.

    3. Select Sum from the drop-down list.

    4. The result of AutoSum is displayed in the next cell of the column.1

Error checking

Table Document provides the error checking feature that checks for common errors that occur when you use formulas.

  • When a formula in a cell triggers an error, an error indicator appears as a small green triangle in the upper left corner of the cell and a · icon to the left.1

    • Move the pointer over the · icon to view the type of the error.1

    • Click · the icon to view the type of the error and how to solve the error.1

  • Supported error types:

    • Calculation mistake: The formula generates an error value, such as# VAUE! or# DIV/0!. An error indicator is displayed.

    • This number is a text type: The cell contains a number that is stored as a text. An error indicator and a correction option is displayed. For example, 1 and "1" have different meanings in a table.

    • Formula inconsistent with other formulas in the range: The formula of the specified cell does not match the other formulas in adjacent cells when the formulas in adjacent cells match each other. A correction option is displayed.

    • Formula omits cells in a range: The formula references most, but not all, of the data in a range.A correction option is displayed. For example, if cells A1:A100 contain data, but the formula is "=SUM(A1:A98)", this error is triggered.

    • Formula references empty cell: The formula references an empty cell. An error indicator is displayed.

    • Data validation: Data does not meet the validation conditions that you specify. An error indicator is displayed.

Calculation

Table Document can perform operations on the values and formulas in tables and display the results as values in cells that contain formulas. By default, the formulas in worksheets are calculated automatically when a table is opened. Table Document provides a variety of calculation methods. You can perform various operations on the data in your table, such as automatic recalculation, cyclic calculation, and manual recalculation.

Configure recalculation for a workbook

By default, Table Document enables auto recalculation. If the formulas in your table contains circular references, you can perform the following steps to disable auto recalculation and enable manual recalculation.

  1. In the Formulas ribbon, click the 1 icon.

  2. In the Options dialog box, click Manual Recalculation.1

  3. Click OK.

Note

If you specify manual recalculation, Table Document does not automatically recalculate all formulas when the data in the worksheet changes. If you need to recalculate formulas, click the 1 icon in the Formulas ribbon to force Table Document to recalculate all formulas in the active workbook.

Configure iterative calculation

You can configure iterative calculation to repeat the calculation for a specified number of times or until the result reaches a specified limit. In iterative calculation, the formula that is calculated repeatedly must reference directly or indirectly the cell that contains the formula itself. This is also called circular reference.

To configure iterative calculation, perform the following steps:

  1. In the Formulas ribbon, click the 1 icon.

  2. In the Options dialog box, select Iterative Calculation and specify Maximum Iterations and Maximum Deviation.1

  3. Click OK.

Set calculation to be based on the displayed accuracy

Table Document calculates the value in a cell based on the display value instead of the original value. The accuracy of the display value is specified by the number format of the cell. Therefore, the sum result of Table Document can be different from the result of your manual calculation. In this case, you can enable the calculation based on displayed accuracy feature to ensure that the result of Table Document is the same as the result of your manual calculation

To set calculation to be based on the displayed accuracy, perform the following steps:

  1. In the Formulas ribbon, click the 1 icon.

  2. In the Options dialog box, select Calculation is based on the displayed accuracy.1

  3. Click OK.

Custom name

Names are a special type of formulas that are not stored in a cell. You can predefine names. A name is a formula which is specified with a name. You can call the result of the formula based on the specified name.

Naming conventions

A name must meet the following requirements:

  • A name can contain uppercase letters and lowercase letters and is not case-sensitive. For example, if you created the name ABC before you create the name abc in the same document, the second name is invalid.

  • A name cannot contain numbers, punctuations, and spaces.

  • A name cannot be a cell address.

  • A name can contain underscores (_) and periods (.) as word delimiters.

Create a name

To create a name, perform the following steps:

  1. Select a range of cells that you want to create a name.

  2. On the Formulas tab, click the 1 icon to open the Name Management panel.

  3. In the Name Management panel, click Create Name and enter a name.1

  4. Click OK.

  5. Select the new name and click the 1 icon in the upper-right corner to edit or delete the name. This step is optional.1

Reference a name

You can reference a name directly in a cell or a range of cells. For example, you can create a name summary range=$A$1:$A$12. To reference the name, enter =SUM (summary range)*0.2. This formula is equivalent to =SUM($A$1:$A$12)*0.2.

Note

When you reference names in a cell, the reference can be a relative reference or an absolute reference. If you use a relative reference in the name, the actual reference range can change when the name is referenced in a formula.

Data tools

Data Validation

You can configure data validation in your table to check whether the data you enter is correct and standard.

To configure data validation, perform the following steps:

  1. Select a range of cells for which you want to configure data validation.

  2. In the Data ribbon, click the 1 icon to open the Data Validation dialog box.1

  3. On the Settings tab, specify validation conditions.

  4. On the Error Alert tab, specify the error alert that is displayed when invalid data is entered.

  5. Click OK.

Duplicates

You can use the duplicates feature to highlight duplicate data in a single row or column. You can also configure alert messages that appears when you enter duplicate data in a single row or column. You can delete duplicates and retain only non-duplicate data.

In the Data ribbon, click the 1 icon and select Highlight Duplicates or Delete Duplicates from the drop-down list.

  • Highlight Duplicates: If duplicate data exists in a single column or row, the cells are highlighted by the color that you specify.

  • Delete Duplicates: If duplicate data exists in a single column or row, delete the duplicate data and retain only non-duplicate data.

Comment

You can use the comment feature of Table Document to annotate cells. After you add a comment to a cell, a small red triangle appears in the upper right corner of the cell. When you move your mouse pointer to the cell, the comment is displayed.

Add a comment

You can add a comment to a cell or a range of cells as a simple tip.

To add a comment, perform the following steps:

  1. Select the cells where you want to add a comment.

  2. Select one of the following methods to open the comment text box.

    • In the Insert ribbon, click the 1 icon.

    • Right-click and select Add comment in the right-click menu.

  3. Enter your comment in the text box. Press Alt+Enter to wrap.

  4. Click Comment or press Enter to send the comment.

Edit a comment

You can edit existing comments.

To edit a comment, perform the following steps:

  1. Hover your pointer over the cell that contains the cell that you want to edit.

  2. In the comment dialog box that appears, click the 1 icon in the upper-right corner and select Edit.

  3. Enter the new comment and click Save.

Delete a comment

You can delete existing comments.

To delete a comment, perform the following steps:

  1. Hover your pointer over the cell that contains the cell that you want to edit.

  2. In the comment dialog box that appears, click the 1 icon in the upper-right corner and select Delete This Item.

    Note

    Click Delete All to delete all comments in this cell.

Freeze pane

You can use the freeze pane feature to keep an area of a worksheet visible while you scroll to another area of the worksheet.

The following example shows how to freeze to Row 1, Column A.

  1. In the worksheet, select the leftmost cell in the next row of the range you want to freeze. In this example, cell B2 is selected.1

  2. In the Start ribbon, click the 1 icon, or, in the View ribbon, click the 1 icon.

  3. Select Freeze to Active Cell (Row 1 Column A) from the drop-down list.·

    Note

    You can also select Freeze first row or Freeze first column.

  4. When you drag the scroll bar, the frozen rows and columns stay at the top and the left.1

  5. To unfreeze, click the 1 icon in the Start ribbon or click the 1 icon in the View ribbon. Select Unfreeze from the drop-down list. This step is optional.

Group

You can use the group feature to group rows or columns when a table contains a large amount of data.

Select one of the following methods to group.

  • Method 1

    1. Select the columns or rows that you want to group.

    2. Right-click the selected range and select Group in the right-click menu. The following figure shows how to group column C.·

  • Method 2

    1. Select the columns or rows that you want to group.

    2. In the Data ribbon, click the 1 icon and select Group. The following figure shows how to group Column C.1

Note

You can click the · icon or the q icon to collapse the group or expand the group based on your requirements.

Print

Table Document allows you to print online files from the browser.

To print a document, perform the following steps:

  1. In the Start ribbon, click the 1 icon. The Print dialog box appears.1

  2. Select Current Worksheet or All Worksheets as the print range. Click Page Settings to configure more print parameters.

  3. Click Next to print from the browser.

    Note

    Table Document generates a PDF copy of your document. If your browser does not support online printing, you can download the PDF and print it.

Export file

Export as an image

Table Document allows you to export a document as an image.

To export a document as an image, perform the following steps:

  1. In the Special Function ribbon, click the 导出 icon. The Export as Image dialog box appears 1

  2. Select an export method and export format.

  3. Click Export to download the image.

Export as a PDF

Table Document allows you to export a document as a PDF file. You can use a PDF reader to read the exported PDF file.

To export a document as a PDF, perform the following steps:

  1. On the Special Function ribbon, click the 导出 icon. The Export as PDF dialog box appears.`

  2. Select an export range and export format.

  3. Click Export to download the PDF.

Area permissions

You can use the area permission feature of Table Document to protect a range of cells from modifications. You can manage the permissions to prevent leakage, reduce interference, and protect privacy information in a collaborative table.

To configure permissions for a range, perform the following steps:

  1. In the Collaboration ribbon, click the 1 icon. The Area Permissions panel appears.1

  2. In the Area Permissions panel, click Enable. The Set Area Permission Password dialog box appears.1

  3. Specify a password and click OK.

  4. In the Area Permissions panel, click Add Area to add an editable range.

  5. After you assign a region, click the 1 icon to further restrict operations that editable users can perform in the document.1

Note

By default, if you enable the area permissions feature, you own the edit permission for the entire table. If you enable Area Permissions and do not add an area, the active worksheet is editable for you and view only for other users.