Apple NUMBERS User Manual 2008

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Numbers ’08
User’s Guide
Page 2
K
Apple Inc.
Under the copyright laws, this manual may not be copied, in whole or in part, without the written consent of Apple. Your rights to the software are governed by the accompanying software license agreement.
The Apple logo is a trademark of Apple Inc., registered in the U.S. and other countries. Use of the “keyboard” Apple logo (Option-Shift-K) for commercial purposes without the prior written consent of Apple may constitute trademark infringement and unfair competition in violation of federal and state laws.
Every effort has been made to ensure that the information in this manual is accurate. Apple is not responsible for printing or clerical errors.
Apple 1 Infinite Loop Cupertino, CA 95014-2084 408-996-1010 www.apple.com
Apple, the Apple logo, AppleWorks, ColorSync, iMovie, iPhoto, iTunes, Keynote, Mac, Mac OS, Numbers, Pages, Quartz, and QuickTime are trademarks of Apple Inc., registered in the U.S. and other countries.
Finder, iWeb, iWork, Safari, and Spotlight are trademarks of Apple Inc.
AppleCare is a service mark of Apple Inc., registered in the U.S. and other countries.
Adobe and Acrobat are trademarks or registered trademarks of Adobe Systems Incorporated in the U.S. and/or other countries.
Other company and product names mentioned herein are trademarks of their respective companies. Mention of third-party products is for informational purposes only and constitutes neither an endorsement nor a recommendation. Apple assumes no responsibility with regard to the performance or use of these products.
019-1277 06/2008
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Contents

Preface 16 Welcome to the
Numbers User’s Guide
Chapter 1 18 Numbers Tools and Techniques
18
Spreadsheet Templates
20
The Numbers Window
21
Spreadsheet Viewing Aids
21
21 22 22 23 24 25 25 26 28 28 29 29 30
Zooming In or Out The Sheets Pane Print View
Alignment Guides The Styles Pane The Toolbar The Format Bar The Inspector Window Formula Tools The Media Browser The Colors Window The Font Panel The Warnings Window Keyboard Shortcuts and Shortcut Menus
Chapter 2 31 Working with a Numbers Spreadsheet
31
Creating, Opening, and Importing Spreadsheets
31 33 33 34 34 35 35 35 36
Creating a New Spreadsheet Importing a Document Opening an Existing Spreadsheet
Saving Spreadsheets
Saving a Spreadsheet Undoing Changes Automatically Saving a Backup Version of a Spreadsheet Saving a Spreadsheet as a Template Saving Search Terms for a Spreadsheet
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36 36 37 37 38 38 39 39 40
41
41 42 42 42 43
Saving a Copy of a Spreadsheet Closing a Spreadsheet Without Quitting Numbers
Using Sheets to Organize a Spreadsheet
Viewing Sheets Adding and Deleting Sheets Reorganizing Sheets and Their Contents Changing Sheet Names
Dividing a Sheet into Pages
Setting a Spreadsheet’s Page Size Using Headers and Footers Arranging Objects on a Page Setting Page Orientation Setting Pagination Order Numbering Pages Setting Page Margins
Chapter 3 44 Using Tables
44
About Tables
45
Working with Tables
45 45 48 48 49 49 50
51
51
51 52 52 53 54 54 55 56 57 57 58 59 60
61
Adding a Table Using Table Tools Resizing a Table Moving Tables Naming Tables Defining Reusable Tables Copying Tables Among iWork Applications
Selecting Tables and Their Components
Selecting a Table Selecting a Table Cell Selecting a Group of Table Cells Selecting a Row or Column Selecting Table Cell Borders
Working with Content in Table Cells
Adding and Editing Cell Values Working with Text in Cells Working with Numbers in Cells Working with Dates in Cells Displaying Content Too Large for Its Cell Formatting Cell Values
Using the Number Format Using the Currency Format Using the Percentage Format
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62 63 63 64 65 67 68 68 69 69 70 70 70
71 72 72 73 73 74 74 74 75 76 76 77 77 78
Using the Date and Time Format Using the Fraction Format Using the Scientific Format Using the Text Format
Using a Checkbox and Other Control Formats Monitoring Cell Values Adding Images or Color to Cells Autofilling Table Cells
Working with Rows and Columns
Adding Rows Adding Columns Rearranging Rows and Columns Deleting Table Rows and Columns Using a Table Header Row or Column Using a Footer Row Hiding Rows and Columns Resizing Table Rows and Columns Alternating Row Colors
Working with Table Cells
Merging Table Cells Splitting Table Cells Formatting Table Cell Borders Copying and Moving Cells Adding Comments
Reorganizing Tables
Sorting Table Cells Filtering Rows
Chapter 4 79 Working with Table Styles
79
Using Table Styles
80
Applying Table Styles
80
Modifying a Table’s Style
80
81
81 82 82 82
Modifying Table Style Attributes
Copying and Pasting Table Styles Using the Default Table Style Creating New Table Styles Renaming a Table Style Deleting a Table Style
Chapter 5 83 Using Formulas and Functions in Tables
83
Using Formulas
84
A Tour of Using Formulas
Contents
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86
Performing Instant Calculations
87 Adding a Quick Formula 87 Performing a Basic Calculation Using Column Values 88 Performing a Basic Calculation Using Row Values 88 Removing a Formula 88 Using the Formula Editor 89 Adding a New Formula with the Formula Editor 89 Editing a Formula with the Formula Editor 90 Using the Formula Bar 90 Adding a New Formula with the Formula Bar
91 Editing a Formula with the Formula Bar 91 Using Cell References
91 Adding Cell References to a Formula 92 Copying or Moving Formulas with Cell References 93 Applying a Formula Once to Cells in a Column or Row 93 Handling Errors and Warnings 94 Using Operators 94 Performing Arithmetic Operations 95 Understanding the Arithmetic Operators 96 Understanding the Comparison Operators 96 Using Functions
Chapter 6 98 Using Charts
98 About Charts
101 Adding a Chart 10 2 Editing Charts 10 3 Changing the Plotting Orientation 10 3 Changing the Data Plotted in a Chart 10 3 Adding Data to a Chart 10 4 Adding Data to a Chart from Multiple Tables 10 4 Removing Data from a Chart 10 5 Replacing a Data Series 10 5 Deleting a Chart 10 5 Moving a Chart 10 5 Changing a Chart from One Type to Another 10 6 Formatting General Chart Attributes 10 6 Using a Legend 10 7 Using a Chart Title 10 7 Resizing a Chart 10 7 Rotating Charts 10 8 Adding Labels and Axis Markings 10 8 Showing Axes and Borders
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10 9 Using Axis Titles 10 9 Showing Data Point Labels
11 0 Formatting the Value Axis 11 0 Placing Labels, Gridlines, and Tick Marks 112 Formatting the Elements in a Data Series 112 Formatting Titles, Labels, and Legends 113 Adding Descriptive Text to a Chart 113 Formatting Specific Types of Charts 113 Pie Charts 113 Selecting Individual Pie Wedges 11 4 Showing Series Names in a Pie Chart 11 4 Separating Individual Pie Wedges 11 4 Adding Shadows to Pie Charts and Wedges 11 5 Adjusting the Opacity of Pie Charts 11 5 Rotating 2D Pie Charts 11 5 Bar and Column Charts 11 5 Adjusting Spacing of Bar and Column Charts 11 6 Adding Shadows to Bar and Column Charts 11 6 Adjusting the Opacity of Bar and Column Charts 11 6 Area Charts and Line Charts 117 Scatter Charts 11 8 3D Charts
Chapter 7 119 Working with Text
11 9 Adding Text
11 9 Deleting, Copying, and Pasting Text 12 0 Selecting Text 12 0 Formatting Text Size and Appearance 121 Using the Format Bar to Format Text 121 Using the Format Menu to Format Text 121 Making Text Bold or Italic Using the Menus 121 Creating Outlined Text Using the Menus 12 2 Underlining Text Using the Menus 12 2 Changing Text Size Using the Menus 12 2 Making Text Subscript or Superscript Using the Menus 12 3 Changing Text Capitalization Using the Menus 12 3 Using the Font Panel to Format Text 12 4 Making the Font Panel Easy to Use 12 4 Changing Fonts Using the Font Panel 12 5 Changing Underlining Using the Font Panel 12 5 Adding a Strikethrough to Text Using the Font Panel 12 5 Changing Text Color Using the Font Panel
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12 6 Changing the Paragraph Background Color Using the Font Panel 12 6 Creating Shadows on Text Using the Font Panel 12 6 Adding Accents and Special Characters 12 6 Adding Accent Marks 12 7 Viewing Keyboard Layouts for Other Languages 12 8 Typing Special Characters and Symbols 12 8 Using Smart Quotes 12 9 Using Advanced Typography Features 12 9 Adjusting Font Smoothing 13 0 Setting Text Alignment, Spacing, and Color 131 Aligning Text Horizontally 131 Aligning Text Vertically 13 2 Adjusting the Spacing Between Lines of Text 13 3 Adjusting the Spacing Before or After a Paragraph 13 3 Adjusting the Spacing Between Characters 13 3 Changing Text Color 13 4 Setting Tab Stops to Align Text 13 5 Setting a New Tab Stop 13 5 Changing a Tab Stop 13 5 Deleting a Tab Stop 13 6 Setting Indents 13 6 Setting Indents for Paragraphs 13 6 Changing the Inset Margin of Text in Objects 13 7 Setting Indents for Lists 13 7 Using Bulleted, Numbered, and Ordered Lists (Outlines) 13 7 Generating Lists Automatically 13 8 Using Bulleted Lists 13 9 Using Numbered Lists
14 0 Using Ordered Lists (Outlines)
141 Using Text Boxes and Shapes to Highlight Text 141 Adding Text Boxes 141 Presenting Text in Columns
14 2 Putting Text Inside a Shape 14 3 Formatting a Text Box or Shape 14 3 Using Hyperlinks 14 3 Linking to a Webpage 14 4 Linking to a Preaddressed Email Message 14 4 Editing Hyperlink Text 14 5 Inserting Page Numbers and Other Changeable Values 14 5 Automatically Substituting Text 14 6 Inserting a Nonbreaking Space
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14 6 Checking for Spelling Mistakes 14 6 Finding Misspelled Words 14 7 Working with Spelling Suggestions 14 8 Finding and Replacing Text
Chapter 8 149 Working with Shapes, Graphics, and Other Objects
14 9 Selecting Objects 15 0 Copying or Duplicating Objects 15 0 Deleting Objects 15 0 Moving Objects
151 Moving an Object Forward or Backward 151 Aligning Objects 151 Aligning Objects Relative to Each Other
15 2 Spacing Objects Evenly on a Page 15 2 Using Alignment Guides 15 3 Creating New Alignment Guides 15 3 Setting Precise Positions of Objects 15 4 Modifying Objects 15 4 Resizing Objects 15 4 Flipping and Rotating Objects 15 5 Changing the Style of Borders 15 6 Framing Objects 15 6 Adding Shadows 15 8 Adding a Reflection 15 8 Adjusting Opacity 15 9 Grouping and Locking Objects 15 9 Grouping and Ungrouping Objects 160 Locking and Unlocking Objects 160 Filling Objects 160 Filling an Object with Color
161 Using the Colors Window
162 Filling an Object with an Image 164 Using Shapes 164 Adding a Predrawn Shape 164 Adding a Custom Shape 165 Making Shapes Editable 166 Manipulating Points of a Shape 166 Reshaping a Curve 167 Reshaping a Straight Segment 167 Transforming Corner Points into Curved Points and Vice Versa 168 Editing Specific Predrawn Shapes 168 Editing a Rounded Rectangle
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168 Editing Single and Double Arrows 169 Editing a Star 169 Editing a Polygon 17 0 Using Media Placeholders
171 Working with Images 171 Importing an Image
17 2 Masking (Cropping) Images 17 2 Cropping an Image Using the Default (Rectangular) Mask 17 3 Masking an Image with a Shape 17 3 Unmasking an Image 17 3 Removing the Background or Unwanted Elements from an Image
174 Changing an Image’s Brightness, Contrast, and Other Settings
17 6 Using PDF Files as Graphics 17 7 Using Sound and Movies 17 7 Adding a Sound File 17 7 Adding a Movie File 17 8 Adjusting Media Playback Settings
Chapter 9 179 Adding Address Book Data to a Table
17 9 Using Address Book Fields 18 0 Mapping Column Names to Address Book Field Names 18 2 Adding Address Book Data to an Existing Table 18 2 Adding Address Book Data to a New Table
Chapter 10 183 Sharing Your Numbers Spreadsheet
183 Printing a Sheet 18 4 Choosing Printer Layout Options 185 Adjusting the Printed Color with ColorSync 18 6 Exporting to Other Document Formats 187 Sending a Spreadsheet to iWeb
Chapter 11 188 Designing Your Own Numbers Spreadsheet Templates
18 8 Designing a Template 18 8 Step 1: Define Table Styles 18 9 Step 2: Define Reusable Tables 18 9 Step 3: Define Default Charts, Text Boxes, Shapes, and Images 18 9 Defining Default Attributes for Charts 19 0 Defining Default Attributes for Text Boxes and Shapes 19 0 Defining Default Attributes for Imported Images
191 Step 4: Create Initial Spreadsheet Content 191 Predefining Tables and Other Objects for a Custom Template 191 Creating Media Placeholders for a Custom Template
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19 2 Predefining Sheets for a Custom Template 19 2 Step 5: Save a Custom Template
Chapter 12 193 Dictionary of Functions
19 3 About Functions 19 5 Date and Time Functions 19 6 Financial Functions 19 8 Logical Functions 19 8 Information Functions 19 9 Reference Functions
200 Numeric Functions
201 Trigonometric Functions 202 Statistical Functions 204 Text Functions 205 Function Descriptions 205 ABS 205 ACCRINT 206 ACCRINTM 206 ACOS 207 ACOSH 207 ADDRESS 208 AND 208 AREAS 209 ASIN 209 ASINH 209 ATAN
210 ATAN2 210 ATANH 210 AVEDEV
211 AVERAGE
211 AVERAGEA 212 CEILING 212 CHAR 213 CHOOSE 213 CLEAN 214 CODE 214 COLUMN 215 COLUMNS 215 COMBIN 216 CONCATENATE 216 CONFIDENCE 217 CORREL
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217 COS 218 COSH 218 COUNT 219 COUNTA
220 COUNTBLANK 220 COUNTIF
221 COUPDAYBS
221 COUPDAYS 222 COUPDAYSNC 223 COUPNUM 224 COVAR 224 DATE 225 DATEDIF 226 DAY 226 DB 227 DDB 227 DEGREES 228 DISC 228 DOLLAR 229 EDATE 229 EVEN 230 EXACT 230 EXP 230 FAC T
231 FALSE
231 FIND
232 FIXED
232 FLOOR
233 FORECAST
233 FV 234 GCD 234 HLOOKUP
235 HOUR 236 HYPERLINK 236 IF
237 INDEX
237 INDIRECT 238 INT 238 INTERCEPT 239 IPMT 240 IRR
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240 ISBLANK
241 ISERROR
241 ISEVEN
241 ISODD 242 ISPMT 242 LARGE 243 LCM 244 LEFT 244 LEN 244 LN 245 LOG 245 LOG10 245 LOOKUP 246 LOWER 246 MATCH 247 MAX 248 MAXA 248 MEDIAN 248 MID 249 MIN 249 MINA 250 MINUTE 250 MIRR 250 MOD
251 MODE
251 MONTH
252 MROUND
252 NOT
253 NOW
253 NPER 254 NPV 254 ODD
255 OFFSET
255 OR 256 PERCENTILE 256 PI
257 PMT
257 POISSON 258 POWER 258 PPMT 259 PRICE
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260 PRICEDISC 260 PRICEMAT
261 PROB 262 PRODUCT 262 PROPER 262 PV
263 QUOTIENT
263 RADIANS 264 RAND 264 RANDBETWEEN 264 RANK 265 RATE 266 REPLACE 266 REPT
267 RIGHT
267 ROMAN 268 ROUND 268 ROUNDDOWN
269 ROUNDUP 270 ROW 270 ROWS 270 SEARCH
271 SECOND
271 SIGN
271 SIN
272 SINH
272 SLN
273 SLOPE
273 SMALL
274 SQRT
274 STDEV
275 STDEVA
275 STDEVP
276 STDEVPA
277 SUBSTITUTE
277 SUM
278 SUMIF
278 SUMPRODUCT
279 SUMSQ
279 SYD 280 T
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280 TAN
281 TANH
281 TIME 282 TIMEVALUE 282 TODAY 283 TRIM 283 TRUE 283 TRUNC 284 UPPER 284 VALUE 284 VAR 285 VAR A 286 VARP 286 VARPA
287 VDB 288 VLOOKUP 289 WEEKDAY 289 YEAR
Index 290
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Welcome to the
Numbers User’s Guide
This full-color PDF document provides extensive instructions for using Numbers.
Before using this document, you may want to look at the Numbers tutorial in iWork ’08 Getting Started. It’s a quick way to prepare yourself to be a self-sufficient Numbers user. iWork ’08 Getting Started also provides additional resources for getting acquainted with
Numbers, such as a tour of its features and how-to videos.
When you need detailed instructions to help you accomplish specific tasks, you’ll find them in this user’s guide. Most of the tasks in this guide are also available in online help.
Preface
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The following table tells you where to find information in this guide. In Numbers Help, you can find information by browsing or searching.
For information about See
Using Numbers windows and tools to create and format spreadsheets
Creating and saving Numbers spreadsheets, and managing sheets and pages
Creating, organizing, and formatting tables and values in them
Using table styles to change the appearance of tables
Using formulas and functions for calculations in table cells
Creating charts to graphically display numeric data in one or more tables
Formatting text in a Numbers spreadsheet
Using graphics, shapes, sound, and more to enhance a spreadsheet
Displaying Address Book data in tables
Printing and exporting spreadsheets and sending them to iWeb
Creating custom Numbers templates
Using individual functions in table cells
Chapter 1, “Numbers Tools and Techniques,” on page 18
Chapter 2, “Working with a Numbers Spreadsheet,” on page 31
Chapter 3, “Using Tables,” on page 44
Chapter 4, “Working with Table Styles,” on page 79
Chapter 5, “Using Formulas and Functions in Tables,” on page 83
Chapter 6, “Using Charts,” on page 98
Chapter 7, “Working with Text,” on page 119
Chapter 8, “Working with Shapes, Graphics, and Other Objects,” on page 149
Chapter 9, “Adding Address Book Data to a Table,” on page 179
Chapter 10, “Sharing Your Numbers Spreadsheet,” on page 183
Chapter 11, “Designing Your Own Numbers Spreadsheet Templates,” on page 188
Chapter 12, “Dictionary of Functions,” on page 193
Preface Welcome to the Numbers User’s Guide 17
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1 Numbers Tools and Techniques

1
This chapter introduces you to the windows and tools you use to work with Numbers spreadsheets.
When you create a Numbers spreadsheet, you first select a template to start from.

Spreadsheet Templates

When you first open the Numbers application (by clicking its icon in the Dock or double-clicking its icon in the Finder), the Template Chooser window presents a variety of spreadsheet types from which to choose.
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Pick the template that best fits your purpose. If you want to start from a plain spreadsheet, without preformatting, pick the Blank template. After selecting a template, click Choose to work with a new spreadsheet based on the selected template.
Templates contain predefined sheets, tables, and other elements that help you get started.
Sheets let you divide information into groups of related objects. You might use one sheet for data from 2006 and another sheet for data from 2007.
Predefined tables usually contain text, formulas, and sample data. You can replace data in the predefined tables with your own data, and you can add columns and rows or reformat the tables. You can also add sheets and other objects, such as charts, images, and text.
Explanatory comments are included in some of the templates.
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The Sheets pane:
See an overview
of the tables and charts on the sheets of your spreadsheet.

The Numbers Window

The Numbers window has elements that help you develop and organize your spreadsheet.
Customize it to include the
The toolbar:
tools you use most often.
The Formula Bar: Create and edit formulas in table cells.
The Format Bar: Quickly format the selected object.
View the results of
calculations for values
in selected cells, and
drag calculations into
The Styles pane: Select a predefined table style to quickly format a table.
 Quickly add a new sheet by clicking the Sheet button in the toolbar. After you add
tables, charts, and other objects to a sheet, including imported graphics, movies, and sound, you can drag objects around on the Numbers canvas to rearrange them.
 Use the Sheets pane to see a list of the tables and charts on any sheet.
 Apply predefined table styles listed in the Styles pane to change the appearance of a
selected table.
 Use the area in the lower left to perform instant calculations on values in selected
table cells.
20 Chapter 1 Numbers Tools and Techniques
The sheet canvas:
Create and edit tables, charts, and other objects on a sheet.
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 Use buttons in the toolbar to quickly add tables, charts, text boxes, media files, and
other objects.
For example, click the Tables button in the toolbar to add a new table that’s been preformatted for the template you’re using. All templates contain several preformatted tables for you to choose from.
See “The Toolbar” on page 24 to learn how to customize the toolbar so it includes the tools you use most often.
 Use the Format Bar to quickly format a selected object.
 Use the Formula Bar to add and edit formulas in table cells.

Spreadsheet Viewing Aids

As you work on your spreadsheet, you may want to zoom in or out to get a better view of what you are doing, or use other techniques for viewing the spreadsheet.

Zooming In or Out

You can enlarge (zoom in) or reduce (zoom out) your view of a sheet.
Here are ways to zoom in or out of a sheet:
m Choose View > Zoom > zoom level.
m Choose a magnification level from the pop-up menu at the bottom left of the canvas.
When you view a sheet in Print View, decrease the zoom level to view more pages in the window at one time.
Click to show or hide a
sheet’s tables and charts.

The Sheets Pane

The Sheets pane is located along the top left side of the Numbers canvas. It lets you quickly view and navigate to tables and charts in a sheet.
Click to add a new sheet.
Click a table or chart in the list to select it and show it in the window.
See “Using Sheets to Organize a Spreadsheet” on page 37 for more information.
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Print View

When you want to print a sheet or make a PDF of it, you can use Print View to visualize the layout of objects on a sheet on individual pages.
Click to view pages in
landscape (horizontal)
orientation.
Click to view pages in
portrait (vertical)
orientation.
Click to choose a page
zoom level that lets you
see more or fewer pages.
Click to show or hide Print View.
Footer area
Slide to shrink or enlarge all the sheet’s objects.
Header area
See “Dividing a Sheet into Pages” on page 39 to learn more about Print View.

Alignment Guides

As you move objects around in a spreadsheet, alignment guides automatically appear to help you position them on the page. See “Using Alignment Guides” on page 152 for details about using alignment guides.
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The Styles Pane

The styles pane lets you quickly apply predefined formatting to tables in a spreadsheet. Table styles define such attributes as color, text size, and cell border formatting of table cells.
To apply a table style, simply select the table and click a style in the Styles pane.
Switching from one table style to another takes only one click.
See “Using Table Styles” on page 79 for details.
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The Toolbar

The Numbers toolbar gives you one-click access to many of the actions you perform as you work in Numbers. As you discover which actions you perform most often, you can add, remove, and rearrange toolbar buttons to suit your working style.
To see a description of what a button does, hold your pointer over it.
The default set of toolbar buttons is shown below.
Add a chart, text box,
Add a sheet.
Sort and filter rows.
shape, or comment.
Add a table.
Show or hide Print View, comments, and more.
Add a formula.
Open the Inspector window,
Media Browser, Colors
window, and Font panel.
To customize the toolbar:
1 Choose View > Customize Toolbar. The Customize Toolbar sheet appears.
2 Make changes to the toolbar as desired.
To add an item to the toolbar, drag its icon to the toolbar at the top. If you frequently reconfigure the toolbar, you can add the Customize button to it.
To remove an item from the toolbar, drag it out of the toolbar.
To restore the default set of toolbar buttons, drag the default set to the toolbar.
To make the toolbar icons smaller, select Use Small Size.
To display only icons or only text, choose an option from the Show pop-up menu.
To rearrange items in the toolbar, drag them.
3 Click Done when you’ve finished.
You can perform several toolbar customization activities without using the Customize Toolbar sheet:
 To remove an item from the toolbar, press the Command key while dragging the item
out of the toolbar.
You can also press the Control key while you click the item, and then choose Remove Item from the shortcut menu.
 To move an item, press the Command key while dragging the item around in the
toolbar.
To show and hide the toolbar, choose View > Show Toolbar or View > Hide Toolbar.
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The Format Bar

Use the Format Bar, displayed beneath the toolbar, to quickly change the appearance of tables, charts, text, and other elements in your spreadsheet.
The controls in the Format Bar vary with the object selected. To see a description of what a Format Bar control does, hold the pointer over it.
Here’s what the Format Bar looks like when a table or table cell is selected.
Show or hide a table’s name.
Format text in table cells.
Format cell values.
Format cell borders.
Manage headers
and footer.
Arrange text in table cells.
Add background
color to a cell.
To show and hide the format bar:
m Choose View > Show Format Bar or View > Hide Format Bar.

The Inspector Window

Most elements of your spreadsheet can be formatted using the Numbers inspectors. Each inspector focuses on a different aspect of formatting. For example, the Cells Inspector lets you format cells and cell values. Hold your pointer over buttons and other controls in the Inspector panes to see a description of what the controls do.
The buttons at the top of the Inspector window open the ten inspectors: Document, Sheet, Table, Cells, Chart, Text, Graphics, Metrics, Hyperlink, and QuickTime.
Opening multiple Inspector windows can make it easier to work on your spreadsheet. For example, if you open both the Graphic Inspector and the Cells Inspector, you’ll have access to all the image- and cell-formatting options.
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Here are ways to open an Inspector window:
m Click Inspector in the toolbar.
m Choose View > Show Inspector.
m To open another Inspector window, press the Option key while clicking an Inspector
button.
After an Inspector window is open, click one of the buttons at the top to display a different inspector. Clicking the second button from the left, for example, displays the Sheet Inspector.

Formula Tools

You add a formula to a table cell when you want to display a value in the cell that’s derived using a calculation. Numbers has several tools for working with formulas in table cells: Â The Formula Editor lets you create and modify formulas. Open the Formula Editor by
selecting a table cell and typing the equal sign (=). You can also open it by choosing Formula Editor from the Function pop-up menu in the toolbar.
Move the Formula Editor
by grabbing here
and dragging.
Click to open the
Function Browser.
Text field
View or edit a formula.
Accept button
Save changes.
Cancel button
Discard changes.
Learn more about this editor in “Using the Formula Editor” on page 88.
 The Formula Bar, always visible beneath the Format Bar, can also be used to create
and modify formulas.
Cancel button
Discard changes.
Accept button
Save changes.
Text field
View or edit a formula.
Instructions for adding and editing formulas using this tool are in “Using the Formula Bar” on page 90.
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 Using the Function Browser is the fastest way to add a function. A function is a
predefined formula that has a name (such as SUM and AVERAGE).
To open the Function Browser, click the Function Browser button in the Formula Bar.
Click to open the Function Browser.
“Using Functions” on page 96 tells you how to use the Function Browser.
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The Media Browser

The Media Browser provides access to all the media files in your iPhoto library, your iTunes library, and your Movies folder. You can drag an item from the Media Browser to your spreadsheet or to an image well in an inspector.
Click a button to view the files in your iTunes library, your iPhoto library, your Aperture library, or your Movies folder.
Drag a file to your spreadsheet.
Search for a file.
Here are ways to open the Media Browser:
m Click Media in the toolbar.
m Choose View > Show Media Browser.

The Colors Window

You use the Mac OS X Colors window to choose colors for text, table cells, cell borders, and other objects. While you can also use the Format Bar to apply colors, the Colors window offers advanced color management options.
To open the Colors window:
m Click Colors in the toolbar.
For more information, see “Using the Colors Window” on page 161.
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The Font Panel

Using the Mac OS X Font panel, accessible from any application, you can change a font’s typeface, size, and other options. Use the Format Bar for quick font formatting, but use the Font panel for advanced font formatting.
To open the Font panel:
m Click Fonts in the toolbar.
For more detailed information about using the Font panel and changing the look of text, see “Using the Font Panel to Format Text” on page 123.

The Warnings Window

When you import a document into Numbers, or export a Numbers spreadsheet to another format, some elements might not transfer as expected. The Document Warnings window lists any problems encountered.
If problems are encountered, you’ll see a message enabling you to review the warnings. If you choose not to review them, you can see the Warnings window at any time by choosing View > Show Document Warnings.
If you see a warning about a missing font, you can select the warning and click Replace Font to choose a replacement font.
You can copy one or more warnings by selecting them in the Document Warnings window and choosing Edit > Copy. You can then paste the copied text into an email message, text file, or some other window.
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Keyboard Shortcuts and Shortcut Menus

You can use the keyboard to perform many of the Numbers menu commands and tasks. To see a comprehensive list of keyboard shortcuts, open Numbers and choose Help > Keyboard Shortcuts.
Many objects also have shortcut menus with commands you can use on the object. Shortcut menus are especially useful for working with tables and charts.
To open a shortcut menu:
m Press the Control key while you click an object.
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2 Working with a Numbers
Spreadsheet
2
This chapter describes how to manage Numbers spreadsheets.
You can create a Numbers spreadsheet by opening Numbers and choosing a template. You can also import a document created in another application, such as Microsoft Excel or AppleWorks 6. This chapter tells you how to create new Numbers spreadsheets, as well as how to open existing spreadsheets and save spreadsheets.
This chapter also provides instructions for using sheets and managing the layout of printed or PDF versions of Numbers sheets.

Creating, Opening, and Importing Spreadsheets

When you create a new Numbers spreadsheet, you pick a template to provide its initial format and content. You can also create a new Numbers spreadsheet by importing a document created in another application, such as Microsoft Excel or AppleWorks.

Creating a New Spreadsheet

To create a new Numbers spreadsheet, you pick the template that provides appropriate formatting and content characteristics.
Start with the Blank template to build your spreadsheet from scratch. Or select one of the many other templates to create a budget, plan a party, and more without having to do all the design work. Many templates include predefined tables, charts, and sample data to give you a head start with your spreadsheet.
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To create a new spreadsheet:
1 Open Numbers by clicking its icon in the Dock or by double-clicking its icon in the
Finder.
If Numbers is open, choose File > New from Template Chooser.
2 In the Template Chooser window, select a template category in the left column to
display related templates, and then select the template that best matches the spreadsheet you want to create. If you want to begin in a spreadsheet without any predefined content, select Blank.
3 Click Choose. A new spreadsheet opens on your screen.
To open a Blank template and bypass the Template Chooser window when you create a new spreadsheet, select “Don’t show this dialog again.” To make the Template Chooser reappear when you create a new spreadsheet, choose Numbers > Preferences, click General, and then select “For New Documents: Show Template Chooser dialog.” Or you can choose File > New from Template Chooser.
You can also have Numbers automatically open a particular template every time you open Numbers or create a new spreadsheet. Choose Numbers > Preferences, click General, select “For New Documents: Use template: template name,” and then click Choose. Select a template name, and then click Choose.
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Importing a Document

You can create a new Numbers spreadsheet by importing a document created in Microsoft Excel or AppleWorks 6. Numbers can also import files in comma-separated value (CSV) format, tab-delimited format, and Open Financial Exchange (OFX) format.
From AppleWorks, you can only import spreadsheets.
Here are ways to import a document:
m Drag the document to the Numbers application icon. A new Numbers spreadsheet
opens, and the contents of the imported document are displayed.
m Choose File > Open, select the document, and then click Open.
m You can import Address Book data to quickly create tables that contain names, phone
numbers, addresses, and other information for your contacts. See “Using Address Book Fields” on page 179 for instructions.
If you can’t import a document, try opening the document in another application and saving it in a format Numbers can read, or copy and paste the contents into an existing Numbers spreadsheet.
You can also export Numbers spreadsheets to Microsoft Excel, PDF, and CSV files. See “Exporting to Other Document Formats” on page 186 for details.

Opening an Existing Spreadsheet

There are several ways to open a spreadsheet that was created using Numbers.
Here are ways to open a spreadsheet:
m To open a spreadsheet when you’re working in Numbers, choose File > Open, select
the spreadsheet, and then click Open.
m To open a spreadsheet you’ve worked with recently, choose File > Open Recent and
choose the spreadsheet from the submenu.
m To open a Numbers spreadsheet from the Finder, double-click the spreadsheet icon or
drag it to the Numbers application icon.
If you see a message that a font or file is missing, you can still use the spreadsheet. Numbers lets you choose fonts to substitute for missing fonts. Or you can add missing fonts by quitting Numbers and adding the fonts to your Fonts folder (for more information, see Mac Help). To make missing movies or sound files reappear, add them to the spreadsheet again.
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Saving Spreadsheets

When you create a Numbers spreadsheet, all of the graphics are saved with the spreadsheet so they display correctly if the spreadsheet is opened on another computer. Fonts, however, are not included as part of the spreadsheet. If you transfer a Numbers spreadsheet to another computer, make sure the fonts used in the spreadsheet have been installed in the Fonts folder of that computer.
You can choose whether to save audio and movie files with a Numbers spreadsheet. If you don’t save them with the spreadsheet, you need to transfer them separately to view the spreadsheet on another computer.

Saving a Spreadsheet

It’s a good idea to save your spreadsheet often as you work. After you’ve saved it for the first time, you can press Command-S to re-save it using the same settings.
To save a spreadsheet for the first time:
1 Choose File > Save, or press Command-S.
2 In the Save As field, type a name for the spreadsheet.
3 If your file directory isn’t visible in the Where pop-up menu, click the disclosure triangle
to the right of the Save As field.
4 Choose where you want to save the spreadsheet.
5 If you or someone else will open the spreadsheet on another computer, click Advanced
Options and set up options that determine what’s copied into your spreadsheet.
Copy audio and movies into document: Selecting this checkbox saves audio and video files with the spreadsheet, so the files play if the spreadsheet is opened on another computer. You might want to deselect this checkbox so that the file size is smaller, but media files won’t play on another computer unless you transfer them as well.
Copy template images into document: If you don’t select this option and you open the spreadsheet on a computer that doesn’t have Numbers installed, the spreadsheet might look different.
6 Click Save.
You can generally save Numbers spreadsheets only to computers and servers that use Mac OS X. Numbers is not compatible with Mac OS 9 computers and Windows servers running Services for Macintosh. If you must use a Windows computer, try using AFP server software available for Windows to do so.
If you plan to share the spreadsheet with others who don’t have Numbers installed on their computers, you can export it for use in another application. To learn about exporting your spreadsheet in other file formats, see “Exporting to Other Document Formats” on page 186.
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You can also send a spreadsheet to iWeb. For more information, see “Sending a Spreadsheet to iWeb” on page 187.

Undoing Changes

If you don’t want to save changes you made to your spreadsheet since opening it or last saving it, you can undo them.
Here are ways to undo changes:
m To undo your most recent change, choose Edit > Undo.
m To undo multiple changes, choose Edit > Undo multiple times. You can undo any
changes you made since opening the spreadsheet or reverting to the last saved version.
m To restore changes you’ve undone using Edit > Undo, choose Edit > Redo one or more
times.
m To undo all changes you made since the last time you saved your spreadsheet, choose
File > “Revert to Saved” and then click Revert.

Automatically Saving a Backup Version of a Spreadsheet

Each time you save a spreadsheet, you can save a copy without the changes you made since last saving it. That way, if you change your mind about edits you have made, you can go back to (revert to) the backup version of the spreadsheet.
Here are ways to create and use a backup version:
m To automatically save a backup version of a spreadsheet, choose Numbers >
Preferences, click General, and then select “Back up previous version when saving.”
The next time you save your spreadsheet, a backup version is created in the same location, with “Backup of” preceding the filename. Only one version—the last saved version—is backed up. Every time you save the spreadsheet, the old backup file is replaced with the new backup file.
m To revert to the last saved version after making unsaved changes, choose File > Revert
to Saved. The changes in your open spreadsheet are undone.

Saving a Spreadsheet as a Template

When you save a spreadsheet as a template, it appears in the Template Chooser.
To save a spreadsheet as a template:
m Choose File > Save as Template.
See “Designing a Template” on page 188 for additional details.
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Saving Search Terms for a Spreadsheet

You can store such information as author name and keywords in Numbers spreadsheets, and then use Spotlight to locate spreadsheets containing that information.
To store information about a spreadsheet:
1 Click Inspector in the toolbar, and then click the Document Inspector button.
2 In the Spotlight fields, enter or change information.
To search for spreadsheets containing Spotlight information, click the Spotlight icon at the top right of the menu bar, and then type what you want to search for.

Saving a Copy of a Spreadsheet

If you want to make a copy of your spreadsheet (for example, to create a backup copy or multiple versions), you can save it using a different name or location. (You can also automate saving a backup version, as “Automatically Saving a Backup Version of a Spreadsheet” describes.)
To save a copy of a spreadsheet:
m Choose File > Save As and specify a name and location.
The spreadsheet with the new name remains open. To work with the previous version, choose File > Open Recent and choose the previous version from the submenu.

Closing a Spreadsheet Without Quitting Numbers

When you have finished working with a spreadsheet, you can close it without quitting Numbers.
To close the active spreadsheet and keep the application open:
m Choose File > Close or click the close button in the upper-left corner of the Numbers
window.
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Click to show or hide a
sheet’s tables and charts.
If you’ve made changes since you last saved the spreadsheet, Numbers prompts you to save.

Using Sheets to Organize a Spreadsheet

Like chapters in a book, sheets let you divide information into manageable groups. For example, you might want to place charts in the same sheet as the tables whose data they display. Or you may want to place all the tables on one sheet and all the charts on another sheet. You might want to use one sheet for keeping track of business contacts and other sheets for friends and relatives.
The sheets in a spreadsheet and the tables and charts on each sheet are represented in the Sheets pane, located to the left of the canvas above the styles pane.
Click to add a new sheet.
Only tables and charts are listed for any sheet, even if you have text, images, and other objects in your spreadsheet.
The order of a sheet’s tables and charts in the Sheets pane may not match their order in the spreadsheet, as “Reorganizing Sheets and Their Contents” on page 38 describes.

Viewing Sheets

The Sheets pane on the left of the Numbers window lists all the sheets in your spreadsheet and the tables and charts in each sheet.
Here are ways to see a sheet’s tables and charts:
m To show or hide all a sheet’s tables and charts in the Sheets pane, click the triangle to
the left of the sheet in the pane.
m To display the contents of a sheet, click the sheet in the Sheets pane.
When you’re working on a table or chart in the spreadsheet, the table or chart is highlighted in the Sheets pane.
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Adding and Deleting Sheets

There are several ways to add and delete sheets.
Here are ways to create and remove sheets:
m To add a new sheet, click the Sheet button in the toolbar. You can also choose Insert >
Sheet.
A new sheet containing a predefined table is added at the bottom of the Sheets pane. You can move the sheet by dragging it to a new location in the Sheets pane.
m To add a sheet that’s a copy of a sheet in the spreadsheet, select the sheet to copy,
choose Edit > Copy, select the sheet after which you want the copy located, and choose Edit > Paste.
m To delete a sheet and its contents, select it in the Sheets pane and press the Delete key.
When you add a sheet, Numbers assigns it a default name, but you can change the name, as “Changing Sheet Names” on page 39 describes.

Reorganizing Sheets and Their Contents

In the Sheets pane, you can move sheets around and reorder their tables and charts. You can also move tables and charts from one sheet to another.
Reordering tables and charts in the Sheets pane doesn’t affect their location in a sheet. In a sheet in the Sheets pane, for example, you may want to place charts next to the tables they’re derived from, or list tables in the order in which you want to work on them. But in the sheet itself, you may want to present these objects in a different order (for example, when you lay out your spreadsheet for printing).
Here are ways to reorganize sheets in the Sheets pane:
m To move a sheet, select it and drag it to a new location in the pane. Sheets shift to
make room for your insertion as you drag.
You can also select multiple sheets and move them as a group.
m To copy (or cut) and paste sheets, select the sheets, choose Edit > Cut or Edit > Copy,
select the sheet after which you want to place the sheets you’re moving, and choose Edit > Paste.
m To move one or more tables and charts associated with a sheet, select them and drag
them to a new location in the same sheet or to a different sheet.
You can also use cut/paste or copy/paste actions to move tables and charts in the pane.
To move an object within a sheet in the spreadsheet, select it and drag it to a different location, or use cut/paste or copy/paste actions. To place objects on specific pages, follow the instructions in “Dividing a Sheet into Pages” on page 39.
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Changing Sheet Names

A name distinguishes each sheet in the Sheets pane. The sheet name is assigned by default when you add a sheet, but you can change it to a more descriptive name.
Here are ways to change a sheet’s name:
m In the Sheets pane, double-click the name and edit it.
m In the Sheet Inspector, edit the name in the Name field.
You can also change the names of a sheet’s tables and charts. See “Naming Tables” on page 49 and “Using a Chart Title” on page 107 for instructions.

Dividing a Sheet into Pages

Using Print View, you can view a sheet as individual pages, moving and resizing objects until you achieve the layout you want for a printed or PDF version of the sheet. You can also add headers, footers, page numbers, and more.
Click to view pages in
landscape (horizontal)
orientation.
Click to view pages in
portrait (vertical)
orientation.
Click to choose a page
zoom level that lets you
see more or fewer pages.
Click to show or hide Print View.
Footer area
Slide to shrink or enlarge all the sheet’s objects.
Header area
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Here are ways to show or hide Print View:
m Click View in the toolbar, and then choose Show Print View or Hide Print View.
m Choose File > Show Print View, View > Show Print View, File > Hide Print View, or
View > Hide Print View.
m Click the page icon next to the page zoom control in the lower left of the canvas.
When you use Print View, the zoom level you choose from the pop-up menu in the lower left determines how many pages you can view in the window at one time.
You set up page attributes, such as page orientation and margins, separately for each sheet, using the Sheet Inspector.
Type a name for the sheet.
Shrink or enlarge all the sheet’s objects.
Set the page orientation and pagination order.
Specify the sheet’s starting page number.
Set page margins.

Setting a Spreadsheet’s Page Size

Before working with Print View, set the size of the pages to reflect the size of the paper you’ll be using.
To set the page size:
1 Click Inspector in the toolbar, and then click the Document Inspector button.
2 Choose a page size from the Paper Size pop-up menu.
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Using Headers and Footers

You can have the same text appear on multiple pages in a sheet. Recurring information that appears at the top of the page is called a header; at the bottom it’s called a footer.
You can put your own text in a header or footer, and you can use formatted text fields. Formatted text fields allow you to insert text that is automatically updated. For example, inserting the date field shows the current date whenever you open the spreadsheet. Similarly, page number fields keep track of page numbers as you add or delete pages.
To define the contents of a header or footer:
1 Click View in the toolbar and choose Show Print View.
2 To see header and footer areas, hover the pointer near the top or bottom of a page.
You can also click View in the toolbar and choose Show Layout.
3 To add text to a header or footer, place the insertion point in the header or footer and
insert text.
4 To add page numbers or other changeable values, see the instructions in “Inserting
Page Numbers and Other Changeable Values” on page 145.

Arranging Objects on a Page

Resize objects, move them around on a page or between pages, and break up long tables across pages when you’re viewing a sheet in Print View.
To show Print View, click View in the toolbar and choose Show Print View.
Here are ways to lay out objects on a selected sheet’s pages:
m To adjust the size of all the objects in the sheet in order to change the number of
pages they occupy, use the Content Scale controls in the Sheet Inspector.
You can also drag the Content Scale slider at the bottom left of the canvas to resize everything on a sheet.
m To resize individual objects, select them and drag their selection handles or change the
Size field values in the Metrics Inspector.
To resize a table, see “Resizing a Table” on page 48. To resize a chart, see “Resizing a Chart” on page 107. To resize other objects, see “Resizing Objects” on page 154.
m Header rows and header columns can be set to appear on each page if a table spans
more than one page by selecting “Repeat header cells on each page” in the Table Inspector. You can also choose Table > Repeat Header Rows or Table > Repeat Header Columns.
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To avoid showing header rows or columns when a table spans pages, deselect “Repeat header cells on each page” in the Table Inspector or choose Table > Don’t Repeat Header Rows or Table > Don’t Repeat Header Columns.
m Move objects from page to page by dragging them or by cutting and pasting them.

Setting Page Orientation

You can lay out pages in a sheet in a vertical orientation (portrait) or a horizontal orientation (landscape).
To set a sheet’s page orientation:
1 Click View in the toolbar and choose Show Print View.
2 Click Inspector in the toolbar, click the Sheet Inspector button, and click the
appropriate page orientation button in the Page Layout area of the pane.
You can also click a page orientation button at the bottom left of the canvas.

Setting Pagination Order

You can order pages viewed in page mode from left to right or from top to bottom when you print them or create a PDF.
To set pagination order:
m Click Inspector in the toolbar, click the Sheet Inspector button, and then click the top-
to-bottom or left-to-right button in the Page Layout area of the pane.

Numbering Pages

You can display page numbers in a page’s header or footer.
To number a sheet’s pages:
1 Select the sheet.
2 Click View in the toolbar and choose Show Print View.
3 Click View in the toolbar and choose Show Layout so you can see the headers and
footers.
You can also see the headers and footers by hovering the pointer over the top or bottom of a page.
4 Click into the first header or footer to add a page number, following the instructions in
“Inserting Page Numbers and Other Changeable Values” on page 145.
5 Click Inspector in the toolbar, click the Sheet Inspector button, and then specify the
starting page number.
To continue page numbers from the previously selected sheet, select “Continue from previous sheet.”
To start the sheet’s page numbers at a particular number, use the Start At field.
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Setting Page Margins

In Print View, every sheet’s page has margins (blank space between the sheet’s edge and the edges of the paper). These margins are indicated onscreen by light gray lines, visible when you use layout view.
To set the page margins for a sheet:
1 Select the sheet in the Sheets pane.
2 Click View in the toolbar and choose Show Print View and Show Layout.
3 Click Inspector in the toolbar, and then click the Sheet Inspector button.
4 To set the distance between the layout margins and the left, right, top, and bottom
sides of a page, enter values in the Left, Right, Top, and Bottom fields.
5 To set the distance between a header or a footer and the top or bottom edge of the
page, enter values in the Header and Footer fields.
To print the spreadsheet using the largest printing area possible with any printer you use, select Use Printer Margins. Any margin settings specified in the Sheet Inspector will be ignored when you print.
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3 Using Tables

This chapter tells you how to add and format tables and cell values.
Several other chapters provide instructions that focus on particular aspects of tables:
 To learn about using styles to format tables, see Chapter 4, “Working with Table
Styles,” on page 79.
 To learn about using formulas in table cells, see Chapter 5, “Using Formulas and
Functions in Tables,” on page 83.
 To learn about displaying table values in charts, see Chapter 6, “Using Charts,” on
page 98.

About Tables

Tables help you organize, analyze, and present data.
3
44
Numbers provides a wide variety of options for building and formatting tables and handling values of different types. You can also use special operations such as sorting and conditional formatting (a technique for automating the monitoring of cell values).
 “Working with Tables” on page 45 teaches you how to add tables, resize them, move
them, name them, and more.
 “Selecting Tables and Their Components” on page 51 describes how to select tables,
columns, and other table elements in order to work with them.
 “Working with Content in Table Cells” on page 54 tells you how to add text, numbers,
dates, images, and other content to table cells as well as how to monitor cell values automatically.
 “Working with Rows and Columns” on page 69 covers adding rows and columns,
resizing them, and more.
 “Working with Table Cells” on page 74 contains instructions for splitting cells,
merging them, and copying and moving them as well as formatting cell borders.
 “Reorganizing Tables” on page 77 describes how to sort and filter rows.
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Working with Tables

Use a variety of techniques to create tables and manage their characteristics, size, and location.

Adding a Table

While most templates contain one or more predefined tables, you can add additional tables to your Numbers spreadsheet.
Here are ways to add a table:
m Click Tables in the toolbar and choose a predefined table from the pop-up menu.
You can add your own predefined tables to the pop-up menu. See “Defining Reusable Tables” on page 49 for instructions.
m Choose Insert > Table > table.
m To create a new table based on one cell or several adjacent cells in an existing table,
select the cell or cells, click and hold the selection, and then drag the selection to the sheet. To retain values in the selected cells in the original table, hold down the Option key while dragging.
See “Selecting Tables and Their Components” on page 51 to learn about cell selection techniques.
m To create a new table based on an entire row or column in an existing table, click the
reference tab associated with the row or column, click and hold the reference tab, drag the row or column to the sheet, and then release the tab. To retain values in the column or row in the original table, hold down the Option key while dragging.

Using Table Tools

You can format a table and its columns, rows, cells, and cell values using various Numbers tools.
Here are ways to manage table characteristics:
m Select a table and use the Format Bar to quickly format the table.
Show or hide a table’s name.
Format text in table cells.
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Format cell values.
Arrange text in table cells.
Format cell borders.
Add background
color to a cell.
Manage headers
and footer.
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m Use the Table Inspector to access table-specific controls, such as fields for precisely
controlling column width and row height. To open the Table Inspector, click Inspector in the toolbar, and click the Table Inspector button.
Add a table name.
Add and remove a header row, a header column, and a footer row.
Merge or split selected cells.
Adjust the size of rows and columns.
Set the style, width, and color of cell borders.
Add color or an image to a cell.
Change the behavior of the Return and Tab keys. See “Selecting a Table Cell”
Control the visibility of header cells in multipage tables.
on page 51 for details.
m Use the Cells Inspector to format cell values. For example, you can display a currency
symbol in cells containing monetary values.
You can also set up conditional formatting. For example, you can make a cell red when its value exceeds a particular number.
To open the Cells Inspector, click Inspector in the toolbar, and click the Cells Inspector button.
46 Chapter 3 Using Tables
Set up the format for displaying values in selected cells.
Use color to highlight cells whose values obey your rules.
Select to wrap text in selected cells.
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m Use table styles to adjust the appearance of tables quickly and consistently. See “Using
Table Styles” on page 79 for more information.
m Use the reference tabs and handles that appear when you select a table cell to quickly
reorganize a table, select all the cells in a row or column, add or delete rows and columns, and more.
Drag the Table handle to move the table.
Click the Row handle to add one row. Drag it to add more rows.
Reference tab numbers can be used to refer to rows.
Reference tab letters can be used to refer to columns.
Click the Column handle to add one column. Drag it to add multiple columns.
Drag the Column and Row handle down to add rows. Drag it to the right to add columns.
You also use reference tabs when you work with formulas (“Using Cell References” on page 91 tells you how).
m Use the Graphics Inspector to create special visual effects, such as shadows. To open
the Graphics Inspector, click Inspector in the toolbar and then click the Graphics Inspector button.
m Access a shortcut menu by selecting a table or cell(s) and then holding down the
Control key as you click again.
You can also use the pop-up menus on the column and row reference tabs.
m Use the Formula Editor and Formula Bar to add and edit formulas. See “Using the
Formula Editor” on page 88 and “Using the Formula Bar” on page 90 for details.
m Use the Formula Browser to add and edit functions. See “Using Functions” on page 96
for details.
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Resizing a Table

You can make a table larger or smaller by dragging one of its selection handles or by using the Metrics Inspector. You can also change the size of a table by resizing its columns and rows.
Here are ways to resize a table that’s selected:
m Drag one of the square selection handles that appear when a table is selected. See
“Selecting a Table” on page 51 for instructions.
To maintain a table's proportions, hold down the Shift key as you drag to resize the table.
To resize from the table’s center, hold down the Option key as you drag.
To resize a table in one direction, drag a side handle instead of a corner handle.
m To resize by specifying exact dimensions, select a table or table cell, click Inspector in
the toolbar, and then click the Metrics Inspector button. Using the Metrics Inspector, you can specify a new width and height, and you can change the table’s distance from the margins by using the Position fields.
m If a table spans more than one page, you must use the Metrics Inspector to resize the
table. To resize by adjusting the dimensions of rows and columns, see “Resizing Table Rows and Columns” on page 73.

Moving Tables

You can move a table by dragging it, or you can relocate a table using the Metrics Inspector.
Here are ways to move a table:
m If the table isn’t selected, click and hold at the edge of the table, and drag the table.
If the table is selected, drag the table while holding down the Table handle in the upper left.
m To constrain the movement to horizontal, vertical, or 45 degrees, hold down the Shift
key as you drag.
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m To move a table more precisely, click any cell, click Inspector in the toolbar, click the
Metrics Inspector button, and then use the Position fields to relocate the table.
m To copy a table and move the copy, hold down the Option key, click and hold at the
edge of an unselected table, and drag.

Naming Tables

Every Numbers table has a name that’s displayed in the Sheets pane and can optionally be displayed above the table. The default table name (Table 1, Table 2, and so forth) can be changed, hidden, and formatted, but not moved or resized.
Here are ways to work with table names:
m To change the name, edit it in the Sheets pane or in the Table Inspector’s Name field.
On any sheet, two tables can’t have the same name.
m To show the table name on the sheet, select Name in the Format Bar or the Table
Inspector.
To hide the table name on the sheet, deselect Name.
m To format the name, make sure the table isn’t selected, select Name in the Format Bar
or the Table Inspector, click the table name to select the name region on the sheet, and use the Format Bar, Font panel, or Text pane of the Text Inspector.
m To increase the distance between the table name and the table body, select Name in
the Table Inspector, click the name on the canvas, and then use the Text Inspector to modify the After Paragraph value.

Defining Reusable Tables

You can add your own tables to the menu of predefined tables that appears when you click Tables in the toolbar or choose Insert > Table. Reusable tables have the table style and geometry of your choice and can contain content (header text, formulas, and so forth).
To define a reusable table:
1 Select a table.
2 Define a table style for the table. The table style determines the formatting of borders,
background, and text in the table’s cells.
One way to define the table style is by following the instructions in “Modifying a Table’s Style” on page 80.
Alternatively, you can use the default table style that’s in effect when you add a table to the spreadsheet that’s based on the reusable table. (See “Using the Default Table Style” on page 81 to learn about the default table style.) Step 7 tells you how to use this option.
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3 Define the table’s geometry.
To resize the table, see “Resizing a Table” on page 48 and “Resizing Table Rows and Columns” on page 73.
To define columns and rows, see “Working with Rows and Columns” on page 69.
To split or merge, and resize table cells, see “Splitting Table Cells” on page 74 or “Merging Table Cells” on page 74.
4 Add and format any content you want to reuse. See “Working with Content in Table
Cells” on page 54 for instructions. Any formulas you add should refer only to cells in the table you’re defining.
5 Choose Format > Advanced > Capture Table.
6 Type a name for the table.
7 Select “Use the default style from the document” if you want the table to be styled
using the default table style in effect when the table is added to the spreadsheet. Otherwise the table style used is the one you defined in step 2.
8 Click OK.
A copy of your reusable table can now be added to the current spreadsheet by choosing it from the menu of predefined tables that appears when you click Tables in the toolbar or choose Insert > Table.
To rearrange, rename, or delete tables on the menu, choose Format > Advanced > Manage Tables. Double-click a name to change the name of a predefined table. Select a table and click the up or down arrow buttons to move it up or down in the list of tables. Click the Delete (–) button to remove a table. Click Done when you’ve finished.
The table and menu changes apply only to the current spreadsheet. If you want your reusable tables and menu changes to be available in other spreadsheets, save the spreadsheet as a template, using the instructions in “Designing a Template” on page 188.

Copying Tables Among iWork Applications

You can copy a table from one iWork application to another.
The table retains its appearance, data, and other attributes, but some Numbers features aren’t supported in the other applications:
 Rows or columns that are hidden in Numbers aren’t visible in the other applications
until you select the table and choose Format > Table > Unhide All Rows or Unhide All Columns.
 Comments added to Numbers table cells aren’t copied.
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To copy a table from one iWork application to another:
1 Select the table you want to copy, as “Selecting a Table” on page 51 describes.
2 Choose Edit > Copy.
3 In the other application, set an insertion point for the copied table, and then choose
Edit > Paste.

Selecting Tables and Their Components

You select tables, rows, columns, table cells, and table cell borders before you work with them.

Selecting a Table

When you select a table, selection handles appear on the edges of the table.
Here are ways to select a table:
m If the table cell isn’t selected, move your pointer to the edge of the table. When the
pointer changes to include a black cross, and you can click to select the table.
m If a table cell or border segment is selected, click the Table handle in the upper left to
select the table. You can also press Command-Return.

Selecting a Table Cell

When you select a cell, the border of the selected cell is highlighted.
Selecting a cell also displays reference tabs along the top and sides of the table.
To select a single table cell:
1 Move the pointer over the cell. The pointer changes into a white cross.
2 Click the cell.
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When a cell is selected, use the Tab, Return, and arrow keys to move the selection to an adjacent cell. Selecting “Return key moves to next cell” under Table Options in the Table Inspector sometimes changes the effect of the Return and Tab keys.
If “Return key” option is
To select
The next cell to the right Press Tab.
The previous cell Press Shift-Tab. Press Shift-Tab.
The next cell down Press Down Arrow or Return.
The next cell up Press Up Arrow or Shift-Return. Press Up Arrow.
selected
If you press Tab when the last cell in a column is selected, a new column is added.
If you add or change data in the last column, press Tab twice to add a new column.
If you’ve been using the Tab key to navigate between cells, pressing Return selects the next cell down from the cell in which you started tabbing.
If you press Return when the last cell in a row is selected, a new row is added.
If you add or change data in the last cell, press Return twice to add a new row.
If “Return key” option isn’t selected
Press Tab. If you press Tab in the last
column, the first cell in the next row is selected.
If you press Tab in the last cell of the table, a new row is added.
If you press Shift-Tab in the first cell, the last cell is selected.
Press Down Arrow.

Selecting a Group of Table Cells

You can select adjacent or nonadjacent cells.
Here are ways to select a group of cells:
m To select adjacent table cells, select a single cell, and then hold down the Shift key as
you select adjacent cells.
You can also click a cell, hold it, and then drag through a range of cells.
m To select nonadjacent table cells, hold down the Command key as you select cells. Use
Command-click to deselect a cell in the group.

Selecting a Row or Column

Select rows and columns using their reference tabs.
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To select an entire row or column:
1 Select any table cell so that the reference tabs are showing.
2 To select a column, click its reference tab (above the column).
To select a row, click its reference tab (to the left of the row).

Selecting Table Cell Borders

Select cell border segments when you want to format them. A single border segment is one side of a cell. A long border segment includes all adjacent single border segments.
A single (horizontal) border segment
A single (vertical) border segment
A long (vertical) border segment
A long (horizontal) border segment
Here are ways to select border segments:
m To select border segments in a single step, select a table, row, column, or cell.
Click the Borders button in the Format Bar, and choose an option from the pop-up menu.
Borders button
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You can also use the Cell Borders buttons in the Table Inspector to select a border segment.
m To select and deselect segments by clicking them in a table, use border selection
mode. Choose Allow Border Selection from the Borders pop-up menu in the Format Bar or choose Table > Allow Border Selection, and then select the table you want to work with.
The pointer changes shape when it’s over a horizontal or vertical segment. The pointer appears to straddle the segment.
The pointer looks like this when it’s over a horizontal segment.
The pointer looks like this when it’s over a vertical segment.
To select a long segment, click a cell’s horizontal or vertical border. To change the selection to a single segment, click it again.
Click to go back and forth between single-segment and long-segment selection.
To add a single or long segment to the selection, hold down the Shift or Command key while clicking.
To deselect a selected single segment, click it while holding down the Shift or Command key.
To stop using border selection mode, choose Disallow Border Selection from the Borders pop-up menu in the Format Bar or choose Table > Disallow Border Selection.

Working with Content in Table Cells

You can add text, numbers, and dates to table cells, and you can format values in cells. You can also add images and background color, as well as checkboxes, sliders, and other controls. And you can use autofilling to use the content in one or more cells to automatically add values to adjacent cells.

Adding and Editing Cell Values

You can add, change, and delete the content in cells.
Here are ways to add and edit values:
m If the cell is empty, select it and then type a value. “Selecting a Table Cell” on page 51
tells you how to select cells.
m To replace specific content already in the cell, select the cell and then select what you
want to replace by double-clicking; hold down the Shift key and select more content if you want to replace more. Type to replace the selected content.
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m To replace everything in the cell, select the cell and then begin typing.
If “Return key moves to next cell” isn’t selected in the Table Inspector, you can also select the cell and then press Return or Enter, which selects everything in the cell, and then start typing.
m To insert content within existing content, select the cell, click to set the insertion point,
and begin typing.
m To undo changes made to a table cell since selecting the cell, press Esc.
m To delete the content of table cells, rows, or columns, select the cells, rows, or columns
and then press the Delete key or choose Edit > Delete.
To delete the contents, background fill, and any style settings, choose Edit > Clear All. The default style is applied to the selection.
m To copy, paste, and move cell values, see the instructions in “Copying and Moving Cells”
on page 76.
m To add formulas and functions to cells, see the instructions in “Using Formulas” on
page 83 and “Using Functions” on page 96.

Working with Text in Cells

You can control the format and alignment of text in table cells, and you can use find/ replace and spell-checking features.
When you type text into a cell, Numbers displays text that might be used to complete the cell content based on similar text elsewhere in the table. You can use the suggested text if it’s appropriate, or you can keep typing to override suggestions.
Here are techniques for working with text in table cells:
m To insert a line break, press Control-Return.
m To insert a paragraph break, If “Return key moves to next cell” under Table Options in
the Table Inspector isn’t selected, press Return. Otherwise, press Option-Return.
m To insert a tab in a table, press Option-Tab.
m To adjust text alignment, use the alignment buttons in the Format Bar.
Align text to the top, middle, or bottom of cells.
Align text to the left, center, right; justify text; or align text to the left and numbers to the right.
The Text Inspector gives you additional text formatting options (click Inspector in the toolbar and click the Text Inspector button).
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m To control font attributes, use the text formatting buttons in the Format Bar.
Choose a typeface.
Choose the text color.
Choose a font.
Choose the font size.
You can also use the Font panel (click Fonts in the toolbar).
m To check spelling, follow the instructions in “Checking for Spelling Mistakes” on
page 146.
m To find and optionally replace text in cells, follow the instructions in “Finding and
Replacing Text” on page 148.
m To avoid having Numbers interpret what you type as a number, use the text format.
See “Using the Text Format” on page 64 for details.
Note: Text strings are ignored in functions that use values to perform calculations.

Working with Numbers in Cells

Some table operations, such as formulas and functions that perform mathematical operations, depend on cells containing numeric values.
Here are techniques for working with numbers in table cells:
m In a numeric cell use only numbers (0 through 9) or one of the following characters: +,
–, (, ), /, $, %, a period, E, or e.
m You can type some characters (such as %) into a cell, or you can use a cell format, as
“Formatting Cell Values” on page 58 describes.
m To specify a negative number, precede it with the minus sign (–).
When you put a number in a table cell that’s too large to display, Numbers converts the number:
 When a decimal number doesn’t fit in a cell, the number is rounded. For example,
1.77777777777777777777 becomes 1.77777777777778.
 When a whole number doesn’t fit in a cell, the number is displayed using scientific
notation. For example, 77777777777777777777 becomes 7.7.77778E+19.
Scientific notation displays numbers using an exponent raised by the power of 10. The exponent is displayed following the E.
If the converted number still doesn’t fit, it’s clipped. See “Displaying Content Too Large for Its Cell” on page 57 for suggestions.
Instructions for using formulas and functions in table cells are in “Using Formulas” on page 83 and “Using Functions” on page 96.
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Working with Dates in Cells

Unless a cell has a date and time format associated with it, when you type a value that can be interpreted as a date or time value, Numbers might reformat the value.
For example, if you type 1/22/45 or 1-22-45 into a table cell with the Automatic cell format and leave the cell, the value changes to Jan 22, 2045. If you enter a 2-digit year value greater than or equal to 50, Numbers adds the prefix “19”; otherwise Numbers adds the prefix “20.”
And if you type 12 pm, the value becomes 12:00 PM. You can edit the value if you need to change it.
See “Using the Date and Time Format” on page 62 to learn about the date and time format.

Displaying Content Too Large for Its Cell

When a cell is too small to display all its content, here is what happens: Â If the content is a number or date, a clipping indicator appears.
The clipping indicator
 For other types of values, no clipping indicator appears. You can only see content
that’s visible within the boundaries of its cell.
You can enlarge a cell so that more content is visible, and you can let numbers and dates spill into adjacent blank cells.
Here are ways to handle content too large for a cell:
m To let a numeric or date value in a cell spill into adjacent cells, deselect Wrap Text in Cell
in the Cells Inspector.
If the adjacent cells are empty, they’ll display spilled content. But if they contain data, content that doesn’t fit isn’t displayed and the clipping indicator appears.
To cause content to wrap instead of spill, select Wrap in the Format Bar or Wrap Text in the Cells Inspector.
m If cell values aren’t visible because columns are too narrow, you can use the Fit button
next to the Column Width controls in the Table Inspector to make values visible. Select a cell, column(s), or the table, and then click the Fit button.
You can also resize a column by dragging the right border of its reference tab to the right, or by using the Column Width controls in the Table Inspector.
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m If cell values aren’t visible because rows are too narrow, you can use the Fit button next
to the Row Height controls in the Table Inspector to make values visible. Select a cell, row(s), or the table, and then click the Fit button. As row content is added or removed, row height automatically changes to match content height.
You can also resize a row by clicking the bottom border of its reference tab and dragging down, or by using the Row Height controls in the Table Inspector.
m You can also resize columns and rows to accommodate content by using the reference
tabs.
To increase the height of a row to accommodate its largest content, double-click the lower border of the row’s reference tab. Column width does not adjust automatically when you make content changes.
To increase the width of a column to accommodate its largest content, double-click the right border of the column’s reference tab.

Formatting Cell Values

You can apply a format to a cell so its value is displayed in a particular way. For example, you can format cells that hold monetary values so that a currency symbol (such as $, £, or ¥) appears in front of numbers in them. Or you can format cells to contain controls, such as checkboxes and sliders, which are used to add or change cell values.
When you use a cell format, you are only setting the display characteristics of a value. When the value is used in formulas, the actual value is used, not the formatted value. The only exception is when there are too many numbers following a decimal point, in which case the number is rounded.
You define cell formats using the Format Bar or the Cell Format pop-up menu in the Cells Inspector. To display cell values exactly as you type them, choose Automatic; otherwise, choose the item that provides the specific formatting you want to use.
Here are ways to work with cell formats:
m To add a value to an empty cell that has a format, select the cell and enter a value. The
format is applied when you leave the cell.
m To apply a cell format to an existing value, select one or more cells that contain values.
Use the Cells Inspector or the Format Bar to define a cell format. The format you define is applied to values in the selected cell(s).
m To display a value exactly as you type it, select the cell, and then choose Automatic
from the Format Bar or the Cell Format pop-up menu of the Cells Inspector. The value remains, but its formatting is removed.
m If you delete a value from a cell with a format, the format isn’t deleted. To delete the
format, choose Automatic from the Format Bar or the Cell Format pop-up menu of the Cells Inspector.
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m After you define a cell format, you can associate the format with multiple cells by using
autofilling. See “Autofilling Table Cells” on page 68 for instructions.
Using the Number Format
Use the number format to format the display of a number’s decimal places, thousands separator, and negative values.
To define a number format that displays two decimal places, no thousands separator, and negative numbers with the negative symbol, select one or more cells and then click the Number Format button in the Format Bar. Use the Decrease Decimal Places and Increase Decimal Places buttons located nearby to change the number of decimal places.
Increase Decimal Places button
Number Format button
Decrease Decimal Places button
For more control over the number format, use the Cells Inspector.
To define a number format using the Cells Inspector:
1 Select the cell or cells.
2 Click Inspector in the toolbar, and then click the Cells Inspector button.
3 Choose Number from the Cell Format pop-up menu.
4 To specify how many decimal places to display, use the Decimals field. If a value
contains more decimal places than you specify, the decimal value displayed is rounded, not truncated. For example, if a cell is formatted to display two decimal places, the value 3.456 is displayed as 3.46, not 3.45.
5 To specify how to display negative values, choose an entry from the pop-up menu
adjacent to the Decimals field.
6 To specify whether to use a thousands separator, select Thousands Separator.
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Using the Currency Format
Use the currency format to format the display of monetary values.
To define a currency format that displays two decimal places, a thousands separator, and negative numbers with the negative symbol, select one or more cells and then click the Currency Format button in the Format Bar. Use the Decrease Decimal Places and Increase Decimal Places buttons located nearby to change the number of decimal places.
Increase Decimal Places button
Currency Format button
Decrease Decimal Places button
For more control over the currency format, use the Cells Inspector.
To define a currency format using the Cells Inspector:
1 Select the cell or cells.
2 Click Inspector in the toolbar, and then click the Cells Inspector button.
3 Choose Currency from the Cell Format pop-up menu.
4 To specify a currency symbol, choose an option from the Symbol pop-up menu.
You can maximize the number of options in the Symbol pop-up menu by choosing Numbers > Preferences and selecting “Show complete list of currencies in Cell Inspector” in the General pane.
5 To specify how many decimal places to display, use the Decimals field. If a value
contains more decimal places than you specify, the decimal value displayed is rounded, not truncated. For example, if a cell is formatted to display two decimal places, the value 3.456 is displayed as 3.46, not 3.45.
6 To specify how to display negative values, choose an entry from the pop-up menu
adjacent to the Decimals field.
7 To specify whether to use a thousands separator, select Thousands Separator.
8 To display the currency symbol at the edge of the cell, select Accounting Style.
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Using the Percentage Format
Use the percentage format to display numeric values followed by the % symbol.
If the value is used in a formula, its decimal number version is used. For example, a value that displays as 3% is used as 0.03 in a formula.
If you type 3% in a cell formatted using the automatic format and then apply the percentage format to the cell, the value displayed is 3%. However, if you type 3 in a cell formatted using the automatic format and then apply the percentage format to the cell, the value displayed is 300%.
To define a percentage format that displays two decimal places, a thousands separator, and negative numbers with the negative symbol, select one or more cells and then click the Percentage Format button in the Format Bar. Use the Decrease Decimal Places and Increase Decimal Places buttons located nearby to change the number of decimal places.
Increase Decimal Places button
Percentage Format button
Decrease Decimal Places button
For more control over the percentage format, use the Cells Inspector.
To define a percentage format using the Cells Inspector:
1 Select the cell or cells.
2 Click Inspector in the toolbar, and then click the Cells Inspector button.
3 Choose Percentage from the Cell Format pop-up menu.
4 To specify how many decimal places to display, use the Decimals field. If a value
contains more decimal places than you specify, the decimal value displayed is rounded, not truncated. For example, if a cell is formatted to display two decimal places, the value 3.456 is displayed as 3.46, not 3.45.
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5 To specify how to display negative values, choose an entry from the pop-up menu
adjacent to the Decimals field.
6 To specify whether to use a thousands separator, select Thousands Separator.
If a cell you’re formatting already contains a value, the value is assumed to be a decimal value, and it’s converted into a percentage. For example, 3 becomes 300%.
Using the Date and Time Format
Use the date and time format to display date and/or time values.
To define a date and time format, click the More Cell Formats button in the Format Bar, select one or more cells, choose Date & Time from the pop-up menu, and then choose an option from the submenu.
More Cell Formats button
For more control over the date and time format, use the Cells Inspector.
To define a date and time format using the Cells Inspector:
1 Select the cell or cells.
2 Click Inspector in the toolbar, and then click the Cells Inspector button.
3 Choose Date and Time from the Cell Format pop-up menu.
4 To specify how you want a date formatted, choose a format from the Date pop-up
menu.
5 To specify how you want a time value formatted, choose a format from the Time pop-
up menu.
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Using the Fraction Format
Use the fraction format to control the display of values smaller than 1. For example, 27.5 displays as 27 1/2 when the format is Halves and as 27 4/8 when the format is Eighths.
To define a fractions format, select one or more cells, choose Fractions from the More Cell Formats pop-up menu in the Format Bar, and choose a format from the submenu.
More Cell Formats button
You can also use the Cells Inspector.
To define a fraction format for selected cells using the Cells Inspector:
1 Select the cell or cells.
2 Click Inspector in the toolbar, and then click the Cells Inspector button.
3 Choose Fraction from the Cell Format pop-up menu.
4 Choose a display format from the Accuracy pop-up menu.
Using the Scientific Format
Use the scientific format to display numbers using an exponent raised by the power of
10. The exponent is displayed following an “E.” For example, the value 5.00 in scientific format displays as 5.00E0. And the value 12345 displays as 1.2345E4.
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To define a scientific format that displays two decimal places, select one or more cells and then choose Scientific from the More Cell Formats button in the Format Bar.
More Cell Formats button
For more control over the number of decimal places, use the Cells Inspector.
To define a scientific format for one or more cells using the Cells Inspector:
1 Select the cell or cells.
2 Click Inspector in the toolbar, and then click the Cells Inspector button.
3 Choose Scientific from the Cell Format pop-up menu.
4 Use the Decimals field to specify the number of decimal places to display.
Using the Text Format
Use the text format when you want all of a cell’s content to be treated as text, even when it’s a number.
Here are ways to define a text format for one or more selected cells:
m Click the More Cell Formats button in the Format Bar and then choose Text.
More Cell Formats button
m Click Inspector in the toolbar, click the Cells Inspector button, and choose Text from the
Cell Format pop-up menu.
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Using a Checkbox and Other Control Formats
You can add a checkbox, slider, stepper, or pop-up menu to a cell:
 A checkbox is for cells whose value indicates one of two states, such as on or off, or
yes or no.
 A slider is useful for quickly making large changes to numbers so you can see the
effects of the changes on other cells in the table or on a chart.
 A stepper lets you increase or decrease numbers in specific increments.
 A pop-up menu lets you predefine the values a cell can contain.
When a cell is formatted to use a checkbox or pop-up menu, you can add or change a cell’s content only by using the control. Cells that use a slider or stepper let you type a value into the cell or use the control; when you click off the cell, the value changes depending on the settings you make when you define the slider and stepper.
Here are ways to add controls to cells:
m To add a checkbox, select the cell or cells.
Click the Checkbox button in the Format Bar. Unchecked checkboxes are added to selected cells.
Checkbox button
You can also click Inspector in the toolbar, and then click the Cells Inspector button. Choose Checkbox from the Cell Format pop-up menu, and then select the initial State (Checked or Unchecked).
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m To add a slider, click the More Cell Formats button in the Format Bar and then choose
Slider in the pop-up menu. A slider with default settings, visible in the Cells Inspector, is created.
More Cell Formats button
You can also open the Cells Inspector and choose Slider from the Cell Format pop-up menu.
In the Cells Inspector, change default settings if desired:
Minimum and Maximum: Indicates the lowest and highest cell values.
Increment: Indicates the amount by which the cell value increases or decreases when
you move the slider (or arrow keys) one increment.
Position: Lets you locate the slider to the right of the cell or at the bottom of the cell.
Display as: Applies a number, currency, percentage, or scientific format to the cell
values.
Decimals: Indicates how many decimal places to display.
m To add a pop-up menu, click the More Cell Formats button in the Format Bar and then
choose Pop-up Menu in the pop-up menu to create a pop-up menu with default settings.
You can also open the Cells Inspector and choose Pop-up Menu from the Cell Format pop-up menu.
In the Cells Inspector, edit the placeholder entries in the list by selecting them and typing values of your choice.
To add an item to the list, click + and type the item. If you specify a number, it’s treated as a number, not as text.
To remove an item, select it and click –.
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m To add a stepper, click the More Cell Formats button in the Format Bar and then choose
Stepper in the pop-up menu to create a stepper with default settings.
You can also open the Cells Inspector and choose Stepper from the Cell Format pop-up menu.
In the Cells Inspector, change the default settings if desired:
Minimum and Maximum: Indicates the lowest and highest cell values.
Increment: Indicates the amount by which the cell value increases or decreases when
you click the stepper control (or an arrow key) once.
Display as: Applies a number, currency, percentage, or scientific format to the cell values.
Decimals: Indicates how many decimal places to display.

Monitoring Cell Values

You can have Numbers change a cell’s fill and/or text color when its content exhibits a particular condition.
You define simple rules that test for the condition and then change fill and/or text color if the condition is met. For example, you can define a rule that turns a cell blue if it contains a particular value and another rule that turns the cell green if it contains another value.
You can apply a rule to a single cell or to a range of cells. Rules applied to multiple cells trigger color changes when any of the cells meet the rule’s condition.
To define rules:
1 Select one or more cells.
2 Click Inspector in the toolbar and click the Cells Inspector button.
3 Select Conditional Format, and then click “Show rules.”
4 Select “Highlight cells using the following rules.”
5 Choose a condition from the “Choose a rule” pop-up menu.
The conditions in the top section of the menu apply tests to numeric values. Conditions for text values are in the middle section of the list, and date conditions are at the bottom.
Note that the Between condition requires that you specify two numbers. The condition is met if either of the numbers or any number in between them appears in the cell(s).
6 Provide additional information as required to fully specify a particular condition to test
for.
7 Select Fill Color and/or Text Color and click the color wells (see “Using the Colors
Window” on page 161) to define the background and value colors to apply to the cell if the condition is met.
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8 To add another rule, click + and repeat steps 5 through 7.
If more than one rule is defined for a cell and the cell’s content satisfies the conditions of multiple rules, the colors associated with the higher rule in the list of rules are applied to the cell.
To stop using a rule, click its – button to delete the rule, or deselect Fill Color and Text Color to disable the rule. To stop using a list of rules, deselect “Highlight cells using the following rules.”

Adding Images or Color to Cells

You can add graphics or color to individual table cells or to an entire table.
To add an image or color to a table cell:
1 Select the cell.
2 Click Inspector in the toolbar, and then click the Table Inspector.
3 To add an image, choose Image Fill from the Cell Background pop-up menu. See
“Filling an Object with an Image” on page 162 for instructions.
4 To add background color, choose Color Fill or Gradient Fill from the Cell Background
pop-up menu. See “Filling an Object with Color” on page 160 for more information.

Autofilling Table Cells

Autofilling lets you use the content in one or more cells to automatically add values to adjacent cells.
Here are ways to autofill table cells:
m To paste the content and fill of a cell into adjacent cells, select the cell and then drag
the Fill handle in its lower right corner over the cells into which you want to paste.
Any data, cell format, formula, or fill associated with the selected cell is pasted, but comments aren’t pasted. If any target cell contains data, autofilling overwrites that data with the value you’re repeating.
m To paste the content and fill of a cell into one or more cells in the same row or column,
select two or more adjacent cells. Choose Insert > Fill Right to assign selected cells the value that resides in the leftmost selected cell(s). Choose Insert > Fill Down to assign selected cells the value that resides in the topmost selected cell(s).
Any data, cell format, formula, or fill associated with the selected cell is pasted, but comments aren’t pasted. If any target cell contains data, autofilling overwrites that data with the value you’re repeating.
m You can also add values to cells based on value patterns. For example, if a cell contains
a day of the week or a month, you can select the cell and then drag to the right or down to add the next day of the week or month to the adjacent cell.
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To create new values based on numeric patterns, select two or more cells before dragging. For example, if two selected cells contain 1 and 2, the values 3 and 4 are added when you drag through the adjacent two cells. And if two selected cells contain 1 and 4, the values 7 and 10 are added when you drag through the adjacent two cells (values are incremented by 3).
Autofilling doesn’t set up an ongoing relationship among cells in the group. After autofilling, you can change the cells independently of each other.

Working with Rows and Columns

You can quickly add or remove rows and columns, create a header row or column or a footer row, and more.
When you insert, remove, resize, hide, or show rows or columns in a table, other objects on the sheet may be moved to avoid overlapping or to maintain relative object positions. To prevent automatic movement of objects, choose Numbers > Preferences and in the General pane deselect “Automatically move objects when tables resize.”

Adding Rows

You can add rows within a table or at the end of a table.
If the table contains a footer row, rows added at the bottom of the table are added above the footer row. If the table has filtering criteria associated with it, you can’t add new rows until you stop filtering rows; see “Filtering Rows” on page 78 for instructions.
Here are ways to add rows:
m To add a single row, hover your pointer over a row’s reference tab to see its menu
arrow, and then click the arrow and choose Add Row Above or Add Row Below from the pop-up menu. You can also choose these commands from the Table menu.
m To add a row at the end of the table, press Return when the last cell is selected. Press
Return twice if you’ve just added or changed the cell value.
If “Return key moves to next cell” under Table Options in the Table Inspector isn’t selected, press Tab instead from the last cell in the row.
m To add one or more rows at the end of the table, you can use the Row handle in the
lower left, visible when a cell is selected.
To add a row at the end of the table, click the Row handle once.
To add multiple rows at the end of the table, drag the Row handle or the Column and Row handle (in the lower right) down.
To add rows and columns at the same time, drag the Column and Row handle diagonally.
m You can split cells into two equal rows. “Splitting Table Cells” on page 74 tells you how.
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Adding Columns

You can add new columns to a table.
Here are ways to add columns:
m To add a single column, hover your pointer over a column’s reference tab to see its
menu arrow. Click the arrow and then choose Add Column Before or Add Column After from the pop-up menu. You can also choose these commands from the Table menu.
m You can use the Tab key to add a column to the right side of the table when “Return
key moves to next cell” under Table Options in the Table Inspector is selected.
Press Tab once when the last cell is selected. Press Tab twice if you’ve just added or changed the cell value.
m To add one or more columns to the right side of a table, you can use the Column
handle in the upper right, visible when a cell is selected.
To add a column to the right side of the table, click the Column handle once.
To add multiple columns to the right side of the table, drag the Column handle or the Column and Row handle (in the lower right) to the right.
To add rows and columns at the same time, drag the Column and Row handle diagonally.
m You can split cells into two equal columns. “Splitting Table Cells” on page 74 tells you
how.

Rearranging Rows and Columns

Using a row’s or column’s reference tab, you can move or copy the row or column to a different location in the same table or another table.
Here are ways to rearrange rows and columns:
m To move a column or row to a different location in the same table or a different table,
click the column or row reference tab, and then click and drag the reference tab. Release the tab when the bold line highlights where you want to insert the column or row.
m To insert a copy of a row or column elsewhere in the table or in another table, click the
reference tab, click again, and hold down the Option key and the reference tab while you drag the column or row to the desired location.
You can also copy or move a single cell or a group of adjacent cells within or between tables. See “Copying and Moving Cells” for instructions.

Deleting Table Rows and Columns

There are several techniques available for deleting one or more rows or columns of a table.
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Here are ways to delete rows or columns:
m Select the row(s) or column(s) or a cell in them, and then choose Table > Delete Row or
Table > Delete Column.
m To delete a single row or column, hover your pointer over the row or column reference
tab to see the menu arrow, and then choose Delete Row or Delete Column from the pop-up menu.
m To delete several adjacent rows or columns, select the rows or columns and choose
Delete Selected Rows or Delete Selected Columns from the pop-up menu of a selected row’s or column’s reference tab.
m Drag the Row handle in the lower left or the Column handle in the lower right up to
delete empty rows.
To remove rows with content, hold down the Option key while dragging.
m Drag the Column handle in the upper right inward to delete empty columns.
To remove columns with content, hold down the Option key while dragging.

Using a Table Header Row or Column

Use header rows and columns to label the data in rows and columns. Header rows and columns are formatted so that they stand out from the other rows and columns. A header row consists of the topmost cell in each column. A header column consists of the leftmost cell in each row.
Header rows and header columns appear at the beginning of the table and on each page if the table spans more than one page. If a table spans multiple pages, editing the text or changing the look of the header row or column in one place changes it consistently throughout the table.
You can’t split a header row or footer row into multiple rows or header columns into multiple columns.
Here are ways to add or delete a header row or column:
m Select the table and then click the appropriate Header button in the Format Bar.
Add a header row.
Add a header column.
If the table has no header row or column, one is added. If the table has a header row or column, it’s deleted.
m Select the table. Click Inspector in the toolbar, click the Table Inspector button, and
then click the appropriate Headers & Footer button.
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m Select the table and then choose one of the following from the Table menu: Add
Header Row, Delete Header Row, Add Header Column, or Delete Header Column.
m If a table spans pages and you want to repeat headers at the top of each page, select
“Repeat header cells on each page” in the Table Options area of the Table Inspector.
The cells in a header row or header column are referred to as header cells. Header cells play an important role in making formulas in table cells easier to read and create. See “Using Cell References” on page 91 and “Applying a Formula Once to Cells in a Column or Row” on page 93 to learn more.

Using a Footer Row

Use a footer row when you want to draw attention to the last row in a table. A footer row can contain the same content as any other row, but its formatting makes it visually prominent.
Here are ways to add or delete a footer row:
m Select the table and then click the Footer button in the Format Bar.
Add a footer row.
If the table has no footer row, one is added. If the table has a footer row, it’s deleted.
m Select the table. Click Inspector in the toolbar, click the Table Inspector button, and
then click the appropriate Headers & Footer button.
If the table has no footer row, one is added. If the table has a footer row, it’s deleted.
m Select the table and then choose Add Footer Row or Delete Footer Row from the Table
menu.

Hiding Rows and Columns

Hide specific rows or columns when you want to avoid showing or using them but don’t want to delete them. While a row or column is hidden, it can’t be reformatted, merged, split, or otherwise manipulated. However, any formula that uses a hidden cell isn’t affected, and sorting takes hidden values into account.
To hide a row or column:
m Choose Hide Row or Hide Column from a row or column reference tab’s pop-up menu.
To show hidden rows and columns, choose Table > Unhide All Rows or Table > Unhide All Columns.
Rows or columns that are hidden in Numbers tables aren’t visible when the tables are copied into other iWork ’08 applications. To see the hidden rows, select the table and choose Format > Table > Unhide All Rows or Unhide All Columns.
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Resizing Table Rows and Columns

Resize all rows and columns so they’re equal in size, or resize only specific rows and columns in a table.
Here are ways to resize rows and columns:
m To make all rows the same size, select the table and choose Table > Distribute Rows
Evenly.
m To make all columns the same size, choose Table > Distribute Columns Evenly.
m To resize a single row, drag the bottom border of the row’s reference tab up or down.
You can also select the row and use the Row Height field in the Table Inspector.
m To resize one column, drag the right border of the column’s reference tab right or left.
You can also select a cell and use the Column Width field in the Table Inspector.
m To make several rows the same size, select one or more cells in the rows and choose
Table > Distribute Rows Evenly. The rows don’t have to be adjacent.
You can also drag the bottom border of the reference tab of one of the rows up or down or use the Row Height field in the Table Inspector.
m To make several columns the same size, select one or more cells in the columns and
choose Table > Distribute Columns Evenly. The columns don’t have to be adjacent.
You can also drag the right border of the reference tab of one of the columns left or right or use the Column Width field in the Table Inspector.
m To shrink a row or column in order to remove unused space when cell values don’t fill
their cells, select a cell and click one of the Fit buttons in the Table Inspector.
If cell content is clipped as a result of resizing, see “Displaying Content Too Large for Its Cell” on page 57 for options.

Alternating Row Colors

Use a different color background for alternate rows to give a table a banded effect.
To alternate row colors:
1 Select the table.
2 Click Inspector in the toolbar and then click the Table Inspector button.
3 Select Alternating Row Color.
4 Click the adjacent color well to open the Colors Window, and then choose a color for
the alternate rows. See “Using the Colors Window” on page 161 for instructions.
5 To change the fill attributes of the other rows, use the Cell Background controls in the
Table Inspector. See “Filling an Object with Color” on page 160 for instructions.
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Working with Table Cells

You can split and merge table cells, resize them, format them, hide them, add comments, and more.

Merging Table Cells

Merging table cells combines adjacent cells into one, eliminating the borders so that they behave as a single cell.
To merge table cells:
1 Select a group of two or more adjacent table cells. The group of cells you choose must
form a rectangle, and they must be all body cells or all header cells.
2 Choose Table > Merge Cells.
You can also click the Merge button in the Table Inspector.
Merging horizontally contiguous cells containing only text or a mixture of text, numbers, formatted values, and formulas joins the content from all the original cells as text separated by tabs. Merging vertically contiguous cells containing only text or a mixture of text, numbers, formatted values, and formulas joins the content from all the cells as text separated by carriage returns.
When you merge column cells, the cell background takes on the image or color that was in the topmost cell. When you merge row cells, the cell background takes on the image or color that was in the leftmost cell.
When a cell containing text, a number, a formula, or a cell format is merged with an empty cell, the new cell retains the content of the non-empty cell.
When a cell containing a number format is merged with an empty cell, the new cell retains the number format.

Splitting Table Cells

Splitting cells divides each selected cell into two equal parts, horizontally (rows) or vertically (columns). Both of the new cells have identical background colors or images. Any text that was in the original cell remains in the topmost or leftmost cell.
To split cells horizontally or vertically:
1 Select a table cell or cells. To split an entire row or column, select all the cells in the row
or column.
2 To split cells into rows, choose Table > Split into Rows. To split cells into columns,
choose Table > Split into Columns.
You can also click the Split button in the Table Inspector.
3 To create smaller and smaller units, repeat steps 1 and 2 for the split cells.
To rejoin split cells, merge them as “Merging Table Cells” on page 74 describes.
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Formatting Table Cell Borders

You can change the line thickness and color of table cell borders. Or you can hide the cell border of any cell.
To format table cell borders:
1 Select the cell border segments you want to format. See “Selecting Table Cell Borders”
on page 53 for instructions.
2 Use the controls in the Format Bar or in the Table Inspector.
Click to choose a line thickness.
Click to choose a stroke color.
Click to choose a stroke style.
Stroke pop-up menu: Lets you choose a stroke style. Choose None to hide borders.
Line thickness: Controls the thickness of the stroke.
Color well: Lets you choose a stroke color.
When you click the color well in the Format Bar, a color matrix appears. Select a color by clicking it in the matrix, or click Show Colors to open the Colors window for additional color options.
When you click the color well in the Table Inspector, the Colors window opens. “Using the Colors Window” on page 161 provides instructions for using this tool.
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Copying and Moving Cells

You can use commands or dragging to move or copy table cells.
Here are ways to copy and move cells:
m To move cells within a table or to another table, select a cell or several adjacent cells,
and then drag the selection by its border until the destination cells are selected. Any values in the destination cells are replaced.
m To copy cells within or between tables, drag selected cells while holding down the
Option key. Any values in the destination cells are replaced.
You can also copy cells by selecting them, choosing Edit > Copy, selecting destination cells, and then choosing Edit > Paste.
You can also paste a cell’s content into multiple cells, which don’t have to be adjacent to the copied cell or to each other. After copying a cell, select the destination cells and choose Edit > Paste. The cell’s contents are copied to all the destination cells, in the same or another table, replacing any existing content.
m To insert copied cells without overwriting destination cells, choose Insert > Copied
Columns or Insert > Copied Rows after selecting destination cells.
Copied Columns: Adds new columns to accommodate copied cells.
Copied Rows: Adds new rows to accommodate copied cells.
When a cell value is replaced, so is any comment associated with the cell.
See “Rearranging Rows and Columns” on page 70 to learn how to copy and move rows and columns using the reference tabs.
See “Copying or Moving Formulas with Cell References” on page 92 to learn about techniques for duplicating or moving a cell that contains a formula.

Adding Comments

Use comments to record information about table cells.
Here are ways to work with comments:
m To add a comment to a cell, select the cell and click Comment in the toolbar. Type in
the comment box.
m To move a comment, drag it.
m To hide all comments, choose View > Hide Comments. A yellow marker appears in any
table cell containing a comment.
To hide one comment, click the “–” in the upper right of the comment box.
m To show a hidden comment, click its marker.
To show all comments, choose View >Show Comments.
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m To delete a comment, click the X in the upper right of the comment box.
m To include comments when you print a sheet, show any comments you want to print,
and then choose File > Print Sheet.

Reorganizing Tables

You can use sorting and filtering to reorganize the data in tables. Â Sorting: Lets you arrange values in some or all the cells in a column in ascending or
descending order. Rows containing cells being sorted are reordered.
 Filtering: Lets you hide rows in a table that don’t contain the values you specify.

Sorting Table Cells

You can arrange values in some or all the cells in a column in ascending or descending order. Rows containing cells being sorted are reordered. Header cells aren’t sorted.
Sorting takes into account values in hidden rows and hidden columns.
Here are ways to sort:
m To sort all the cells in a column, choose Sort Ascending or Sort Descending from the
pop-up menu for the column’s reference tab.
You can also click Sort & Filter in the toolbar or choose Show Sort & Filter Panel from a reference tab’s pop-up menu. Use the pop-up menus under Sort to choose a column and sort order.
m To re-sort values after changing them, click Refresh in the Sort & Filter panel.
m To sort only some of the cells in a column, select the cells, open the Sort & Filter panel,
choose a sort order, and then click Refresh.
m To sort all the cells in a column and then re-sort the results using another column’s
values, open the Sort & Filter panel, choose a column and sort order in the Sort pop-up menus, click +, choose another column and sort order, and then click Refresh.
To use additional sort criteria, click + to define each one you want to add.
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The following table describes how different types of data are sorted in ascending or descending order.
Type of data Ascending order Descending order
Text aA–zZ Zz–Aa
Dates Year (earliest first), then Month
(January first), then day (1–31)
Numbers –2, –1, 0, 1, and so on 1, 0, –1, –2, and so on
Cells containing only text, mixed with cells containing only numbers
Cells containing a mixture of text and numbers
Empty cells At the bottom At the bottom
Boolean (TRUE, FALSE) Below text and above an empty
–2, –1, 0, 1, and so on, then aA–zZZz–Aa, then 1, 0, –1, –2, and so
Values starting with numbers first (1z, 1Z, a1, A1)
cell
Year (most current first), then month (December first), then day (31–1)
on
Values starting with text first (A1, a1, 1A, 1z)
Above text

Filtering Rows

You can hide rows in a table that don’t contain the values you specify.
To specify criteria for rows you want to show:
1 Select the table.
2 Click Sort & Filter in the toolbar or choose Show Sort & Filter Panel from a reference
tab’s pop-up menu.
3 Select “Show rows that match the following,” and then choose the column whose
values you want to use to create filter criteria.
4 Use the remaining controls to define the column value for rows you want to show.
5 To use additional filter criteria, click + to define each one you want to add.
If you choose “is in the top n values” or “is in the bottom n values,” all values matching the top or bottom n will be shown, which may be more than n.
Note: You can’t add any new rows to the table until you stop filtering rows. To stop filtering rows in the table, deselect “Show rows that match the following.”
When you sort table cells, values in hidden rows are taken into account.
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4 Working with Table Styles

4
This chapter explains how to use table styles to quickly and consistently manage the appearance of tables.
You can use different visual characteristics to distinguish different tables in your Numbers spreadsheet. For example, you can format a table containing inputs and assumptions using a blue background and matching borders, but format a table containing calculation results using a gray background and matching borders.
The simplest way to change the appearance of a table is to apply a table style to it. Table styles also ensure that tables are consistently formatted.
The Numbers templates include a variety of table styles that are ready to use. You can also modify the template styles or create your own styles.

Using Table Styles

A table style is predefined formatting that you can apply to a table with the click of a mouse.
A table style predefines the following attributes:
 The table background (color or image) and its opacity
 The stroke, color, and opacity of the outside border of body cells, and the outside
borders of the header row, header column, and footer row.
 The background (color or image and opacity) and the text attributes of table cells,
including header and footer cells
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Applying Table Styles

After applying a table style to a table, you can change any of the formatting defined by the style. Such a change is called an override. If you later assign a different style to the table, you can keep or remove any overrides you created.
Here are ways to apply a table style:
m To replace a table’s existing style and remove any overrides, click the arrow to the right
of the style you want to apply and then choose Clear and Apply Style.
You can also choose Format > Reapply Table Style.
m To replace a table’s existing style but keep any overrides, select the table and then click
the name of a style in the Styles pane at the left of the window. You can also select a table, click the arrow to the right of the style you want to apply, and then choose Apply Style.
You can also drag a style name from the Styles pane to a table. The table doesn’t need to be selected in this case.
m To replace the style of all tables in a sheet but keep any overrides, drag a style name
from the Styles pane to a sheet icon in the Sheets pane.

Modifying a Table’s Style

Most of the time you change the appearance of a table by applying a different table style. You can also redefine attributes of the style assigned to the table or use a copy/ paste style operation to modify a table’s style.

Modifying Table Style Attributes

You can change a table’s appearance by modifying the attributes of the table’s style.
Here are ways to modify table style attributes:
m To change the background color of a table, header cells, or body cells, select the table
or cells and click the Fill well in the Format Bar.
You can use the Cell Background controls in the Table Inspector to make more extensive changes to the selection. “Filling an Object with an Image” on page 162 and “Filling an Object with Color” on page 160 provide instructions for these controls.
To change the opacity of the background, use the Opacity controls in the Graphic Inspector. See “Adjusting Opacity” on page 158 for instructions.
m To change the stroke and color of table cell borders, follow the instructions in
“Formatting Table Cell Borders” on page 75.
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m To format text in one or more cells, select the cells.
To modify the color, alignment, and spacing of text within a cell, use the Format Bar or the Text Inspector (click Inspector in the toolbar and click the Text Inspector button).
To modify font attributes, use the Font panel (click Fonts in the toolbar).
If you want to use the changes you make to redefine the table style for the whole spreadsheet, click the arrow to the right of the style and then choose Redefine Style from Table. All tables in the spreadsheet that use the style are updated to reflect the changes you made, but overrides are maintained.
You can also create a new style using the changes you’ve made by clicking the arrow to the right of the style and then choosing Create New Style.

Copying and Pasting Table Styles

You can change a table’s appearance by copying and pasting table and table cell styles.
Here are ways to copy and paste table styles:
m To copy a cell’s style, select the cell and choose Format > Copy Style.
m To apply a copied cell style to other cells, select the cells and choose Format > Paste
Style.
m To paste a copied table using the spreadsheet’s default table style, choose Edit > Paste
and Match Style.

Using the Default Table Style

Every spreadsheet has a table style that’s designated as the default table style. It’s the table style that’s applied to new tables.
To change the default table style:
m Click the arrow to the right of the style you want to use as the default table style and
then choose Set as Default Style for New Tables.
To use the default table style for a reusable table you define, follow the instructions in “Defining Reusable Tables” on page 49.
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Creating New Table Styles

You can create a new table style by reformatting a table and saving the formatting as a table style.
To create a new table style:
1 Use the instructions in “Modifying Table Style Attributes” on page 80 to achieve the
visual effects you want.
2 Select the table, click the arrow to the right of any style in the Styles pane, and then
choose Create New Style.
3 Type a unique name for your new table style, and click OK.
The new table style now appears in the Styles pane and can be applied to any table in your spreadsheet.
To make a new table style available in other spreadsheets, create a template from the spreadsheet. See “Designing a Template” on page 188 for details.

Renaming a Table Style

You can change the name of a table style.
To rename a table style:
1 Click the arrow to the right of the style in the Styles pane.
2 Choose Rename Style.
3 Edit the style name, making sure it’s unique in the spreadsheet.
4 Press Return.

Deleting a Table Style

When you delete a table style that’s used in a spreadsheet, you need to choose a different style to replace it.
To delete a style:
1 Click the arrow to the right of the style in the Styles pane.
2 Choose Delete Style.
3 If the style you want to delete is being used in the current spreadsheet, choose a style
to replace it and then click OK.
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5 Using Formulas and Functions in
Tables
5
This chapter tells you how to perform calculations in table cells using formulas and functions.
See Chapter 3, “Using Tables,” on page 44 for instructions for adding and formatting tables and data in them and Chapter 12, “Dictionary of Functions,” on page 193 for complete information about individual functions.

Using Formulas

A formula is a mathematical expression that uses operations to derive a value. You can add a formula to a table cell to display a value derived from values in other table cells.
For example, you can add a formula to the bottom cell of a column that adds the numbers in all the other cells in the column. If any of the column values change, the total in the bottom cell changes automatically.
Formulas derive values by using operators and functions.
 Operators perform operations such as addition (+) and multiplication (*).
Here’s a formula that adds values: =A2 + 16. A2 is called a cell reference; A2 refers to the second cell in the first column. The value 16 is called a constant, because it’s a specific value that uses no operators or functions.
The value in cell A2 is added to the value 16, and the result is displayed in the cell that contains the formula.
Formulas always begin with an equal sign (=). For simplicity, the examples throughout the Numbers documentation omit the equal sign.
 Functions are predefined, named operations, such as SUM and AVERAGE.
To use a function, you name the function and, in parentheses following the name, you provide the arguments it needs. Arguments specify the data the function will use when it performs its operations.
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Here’s a formula that adds the values in nine cells of the first column: SUM(A2:A10). There is one argument, A2:A10. The colon means the function should use the values in cells A2 through A10.
You don’t need to understand more than this to use formulas in tables. Templates (such as the Loan Comparison and Mortgage templates) and formula editing tools (such as the Formula Editor and the Formula Bar) make basic formulas easy to use.

A Tour of Using Formulas

Reviewing the formulas built into the Invoice template is a good introduction to Numbers formulas.
1 Create a new Numbers spreadsheet using the Invoice template.
Open Numbers, in the Template Chooser click Business, select Invoice, and then click Choose.
The Invoice table in this template uses formulas to derive the values in the Cost column.
A formula in each cell of the Cost column updates Cost values when values in other cells change.
2 Double-click the topmost dollar value in the Cost column. The Formula Editor opens,
revealing that the value is derived using a formula.
The asterisk symbol (*) is the multiplication operator.
The formula multiplies the value in the Quantity cell and the value in the Unit Price cell in the row.
Header row names (Quantity and Unit Price) are used in the formula to refer to two cells. Using header text to refer to cells makes formulas more readable. But you can also use the letters and numbers in the reference tabs to refer to cells, as you’ll see in step 4.
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3 If the value in a Quantity cell or in a Unit Price cell changes, the formula associated with
the Cost cell updates the value it displays. To see this happen, type a value in the Quantity and Unit Price cells in any row and notice how the value in the adjacent Cost cell is updated.
4 Double-click the cell in the Cost column that’s in the row containing Subtotal. In this
formula, two cells are identified by using reference tab identifiers. When you use reference tab identifiers to identify a cell in a formula, you first specify the column letter and then you specify the row number.
Columns are referenced alphabetically.
Rows are referenced numerically.
Cell D2 is the cell at the intersection of column D and row 2.
The notation used to refer to a cell in a formula is called a cell reference. As you’ve seen, a cell reference can be created by using header text or by using a reference tab identifier.
5 The Subtotal formula uses a function named SUM.
A function is a predefined operation. The SUM function adds the values you specify within the parentheses. In this example, the SUM function adds the values in cells D2 through D9. The colon (:) is a shorthand way of referring to a range of cells.
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A $ is displayed in front of numbers in the cells.
6 The values in the Cost column are formatted for display using a cell format (currency).
To see the cell format settings, close the Formula Editor by clicking outside the table. Then click the table, click any cell in the Cost column, click Inspector in the toolbar, and then click the Cells Inspector button.
Numbers are displayed using two decimal places.
See “Formatting Cell Values” on page 58 for more information about options for displaying values in table cells.

Performing Instant Calculations

In the lower left of the Numbers window, you can view the results of common calculations using values in two or more selected table cells.
To perform instant calculations:
1 Select two or more cells in a table. They don’t have to be adjacent.
The results of calculations using the values in those cells are instantly displayed in the lower left.
The results in the lower left are based on values in these two selected cells.
sum: The sum of numeric values in selected cells.
avg: The average of numeric values in selected cells.
min: The smallest numeric value in selected cells.
max: The largest numeric value in selected cells
count: The number of numeric values and date/time values in selected cells.
Empty cells and cells that contain other kinds of values aren’t used in the calculations.
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2 To perform another set of instant calculations, select different cells.
If you find a particular calculation very useful and you want to incorporate it into a table, you can add it as a formula to an empty table cell. Simply drag sum, avg, or one of the other items in the lower left to an empty cell. The cell doesn’t have to be in the same table as the cells used in the calculations.

Adding a Quick Formula

An easy way to perform a basic calculation using values in a range of adjacent table cells is to add a quick formula using the pop-up menu visible when you click Function in the toolbar.
You can also choose Insert > Function and use the submenu that appears.
Here are operations you can perform using the pop-up menu or submenu:
m Choose one of the following to perform calculations using values in the selected cells.
Empty cells and cells containing values that aren’t mentioned are ignored.
Sum: Totals numeric values in the cells.
Average: Calculates the arithmetic mean of numeric values in the cells.
Minimum: Determines which numeric value in the cells is the smallest.
Maximum: Determines which numeric value in the cells is the largest.
Count: Determines how many of the values in the cells are numeric or date/time
values.
Product: Multiplies all the numeric values in the cells.
m Choose More Functions to open the Function Browser. See “Using Functions” on
page 96 for details about this tool.
m Choose Formula Editor to open the Formula Editor. See “Using the Formula Editor” on
page 88 for instructions.
Performing a Basic Calculation Using Column Values
Using the pop-up menu of the Function button in the toolbar makes it easy to perform basic calculations on adjacent values in a column and display the results.
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Here are ways to perform basic calculations using values in a column:
m To use values in a range of adjacent cells, select the cells, click Function in the toolbar,
and choose a calculation from the pop-up menu.
Numbers places the formula and its result in the first empty cell beneath the selected cells. If there is no empty cell, Numbers adds a row to hold the result.
m To use all the values in a column, click the column’s header cell or reference tab, click
Function in the toolbar, and choose a calculation from the pop-up menu.
Numbers places the formula and its result in a footer row. If a footer row doesn’t exist, Numbers adds one.
Performing a Basic Calculation Using Row Values
Using the pop-up menu of the Function button in the toolbar makes it easy to perform basic calculations on adjacent values in a row and display the results.
Here are ways to perform basic calculations using values in a row:
m To use values in a range of adjacent cells, select the cells, click Function in the toolbar,
and choose a calculation from the pop-up menu.
Numbers places the formula and its result in the first empty cell to the right of the selected cells. If there is no empty cell, Numbers adds a column to hold the result.
m To use all the values in a row, click the row’s header cell or reference tab, click Function
in the toolbar, and choose a calculation from the pop-up menu.
Numbers places the formula and its result in a new column.

Removing a Formula

If you no longer want to use a formula that's associated with a cell, you can quickly remove the formula.
To remove a formula from a cell:
1 Select the cell.
2 Press the Delete key.

Using the Formula Editor

The Formula Editor lets you create and modify formulas.
Cancel button
Discard changes.
Move the Formula Editor
by grabbing here
and dragging.
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Text field
View or edit a formula.
Accept button
Save changes.
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Here are ways to open the Formula Editor:
m Select a table cell and then type the equal sign (=).
m Double-click a table cell that contains a formula.
m Select a table cell, click Function in the toolbar, and then choose Formula Editor from
the pop-up menu.
m Select a table cell and then choose Insert > Function > Formula Editor.
When the Formula Editor opens, it appears over the selected cell. To move the Formula Editor, hover the cursor over the left side of the Formula Editor until the cursor changes into a hand, then click and drag.
When you select a cell that contains a formula, its arguments are highlighted in color and the formula is displayed in the Formula Bar, which can also be used to edit a formula. See “Using the Formula Bar” on page 90 for details.
Adding a New Formula with the Formula Editor
Use the Formula Editor to create a formula.
To add a new formula using the Formula Editor:
1 Select the cell in which you want to display the result of the formula.
2 Open the Formula Editor. For example, type the equal sign (=).
3 Use the text field to specify the formula, making sure the equal sign is the first
character in your formula.
To learn techniques for including cell references in your formulas, see “Using Cell References” on page 91.
To learn about using operators in formulas, see “Using Operators” on page 94.
To learn how to insert a function into a formula, see “Using Functions” on page 96.
4 To save changes, press Return, press Enter, or click the Accept button in the Formula
Editor. You can also click outside the table.
To close the Formula Editor and discard changes, press Esc or click the Cancel button in the Formula Editor.
Editing a Formula with the Formula Editor
You can use the Formula Editor when you want to edit a formula.
To edit a formula:
1 Double-click a table cell that contains a formula. The Formula Editor opens, with the
formula displayed in the text field and its arguments highlighted in color.
2 Make changes as required. You can use the arrow keys to move the insertion point
around in the text field.
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3 To save changes, press Return, press Enter, or click the Accept button in the Formula
Editor. You can also click outside the table.
To close the Formula Editor and discard changes, press Esc or click the Cancel button in the Formula Editor.

Using the Formula Bar

The Formula Bar, located beneath the Format Bar, lets you create and modify formulas in a selected cell.
Cancel button
Discard changes.
Click to open the
Function Browser.
Text field
View or edit a formula.
Accept button
Save changes.
If you click a selected formula cell, the Formula Editor opens and you can use it to edit your formula instead of using the Formula Bar. See “Editing a Formula with the Formula Editor” on page 89 for details.
Adding a New Formula with the Formula Bar
Use the Formula Bar to create a formula.
To add a new formula using the Formula Bar:
1 Select the cell in which you want to display the result of the formula.
2 Click in the text field of the Formula Bar to enter the formula. Make sure that the equal
sign (=) is the first character in your formula.
To learn techniques for including cell references in your formulas, see “Using Cell References” on page 91.
To learn about using operators in formulas, see “Using Operators” on page 94.
To learn how to insert a function into a formula, see “Using Functions” on page 96.
3 To save changes, press Return, press Enter, or click the Accept button in the Formula
Bar.
To discard changes, press Esc or click the Cancel button in the Formula Bar.
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Editing a Formula with the Formula Bar
You can use the Formula Bar when you want to edit a formula.
To edit a formula:
1 Select a table cell that contains a formula.
The formula is displayed in the text field of the Formula Bar, and its arguments are highlighted in color.
2 Click in the Formula Bar, and make changes as required. You can use the arrow keys to
move the insertion point around in the text field.
3 To save changes, press Return, press Enter, or click the Accept button in the Formula
Bar.
To discard changes, press Esc or click the Cancel button in the Formula Bar.

Using Cell References

You use cell references to identify specific cells in formulas. For example, if you add a formula that averages the values in two cells, you use cell references to identify those cells. The cells can be in the same table as the cell with the formula, or they can be in another table on the same or a different sheet.
You can create cell references using the letters and numbers of reference tabs or using header cell names:
 If your table has both a header row and a header column, you can identify a cell
using the column name followed by the row name.
For example, if a column is named 2006 and a row is named Class Enrollment, the cell where the row and column intersect would be referred to as 2006 Class Enrollment.
 You can use the letters and numbers of reference tabs to identify a specific cell. You
specify the column letter and then the row number.
For example, C55 refers to the fifty-fifth row in the third column.
Adding Cell References to a Formula
To insert a cell reference, you can click a cell, click a reference tab, or select a range of cells when there’s an insertion point in the text field of the Formula Editor or the Formula Bar. You can also insert a cell reference by typing it.
When you insert a cell reference by selecting cells or reference tabs, Numbers adds cell references that use header cell names if “Use header cell names as references” is selected in the General pane of Numbers preferences.
When you type a cell reference that includes the name of a header cell, table, or sheet, Numbers displays a list of suggestions that match what you’ve started to type. You can select from the list or continue typing.
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Here are ways to add a cell reference at the insertion point in the text field:
m To create a reference to a specific cell by using your mouse, click the cell.
You can also type a reference to a specific cell. Use the column letter followed by the row number (A4) in the reference tabs or use the column name followed by the row name (2006 Class Enrollment).
If the other table is on a different sheet, click the sheet in the Sheets pane before selecting the cell.
To refer to a cell in a different table, use the table name followed by two colons (::) and then the cell identifier (Table 2::B5). To refer to a cell in a table on another sheet, use the sheet name first (Sheet 2::Table 2::2006 Class Enrollment) if the table name isn’t unique in the spreadsheet.
m To add a reference to a list of individual cells, click each cell. If the references are
arguments in a function, Numbers automatically inserts a comma (,) between the references, which you can replace with a different character if needed. For example, if you’re in a location where the decimal separator is a comma, you can separate multiple cell references using a semicolon instead of a comma.
m To add a reference to a range of adjacent cells, drag over the cells you want to add.
You can also type or click the first cell, type a colon, and then type or click the last cell. For example B2:B5 refers to four cells in the second column. B2:C3 refers to two cells in the second column and two cells in the third column.
m To refer to all the cells in a column, click the column’s reference tab or click its header
cell if there is one.
You can type the reference by using the column letter (C or C:C) or the column name if there’s a header cell. For example, SUM(B) or SUM(B:B) adds all the values in the cells of the second column.
m To refer to all the cells in a row, click the row’s reference tab or click its header cell if
there is one.
You can type the reference by using the row number (1:1) or the row name if there’s a header cell. For example, SUM(1:1) adds all the values in the cells of the first row.
Copying or Moving Formulas with Cell References
You can copy or move a formula that contains cell references without invalidating the references.
Here are techniques for relocating formulas:
m To move a formula to a different cell, move the formula’s cell by dragging it to another
cell.
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If the table is large and you want to move the formula to a cell that’s out of view, select the cell, choose Edit > Mark for Move, select the other cell, and then choose Edit > Move. For example, if the formula =A1 is in cell D1 and you want to move the same formula to cell X1, select D1, choose Edit > Mark for Move, select X1, and then choose Edit > Move. The formula =A1 appears in cell X1.
m To move a cell that a formula refers to, move the cell by dragging it or use Edit > Mark
for Move followed by Edit > Move.
For example, if the formula =A1 appears in cell D1 and you want to move cell A1 to cell D95, select A1, choose Edit > Mark for Move, select D95, and then choose Edit > Move. The formula in D1 becomes =D95.
m To paste a copy of a formula in a different cell and use the same cell references in both
formulas, place a dollar sign ($) in front of column and row identifiers (=$A$1). This technique creates what’s called an absolute cell reference.
For example, if the formula =A1 appears in cell D1 and you want to paste a copy of the formula in cell E1, change the formula to =$A$1, select D1, copy it, and paste the copy into E1. The formula $A$1 is copied into cell E1. If you didn’t change the formula to use an absolute cell reference the formula in E1 would be =B1.

Applying a Formula Once to Cells in a Column or Row

When a table has header cells, you can use them to quickly apply a formula to all the cells in a row or column. The values in the cells are recomputed using the formula. This formula is called a header formula.
To apply a header formula to cells in a column or row:
1 Select the header cell for the column or row.
2 Open the Formula Editor. For example, type the equal sign (=).
3 Type the formula you want to apply to each cell in the column or row.
For example, to assign values to the cells of column C that are five times greater than the corresponding cell in column B, you’d use the formula B*5 or B:B*5.
The formula is duplicated in all the cells in the column or row. In this example, cell C4 would contain the value computed by using the formula B4*5.
4 Click the Accept button or press Return or Enter to save the formula.

Handling Errors and Warnings

When a formula in a table cell is incomplete, contains invalid cell references, or is otherwise incorrect, or when an import operation creates an error condition in a cell, Numbers displays an icon in the cell. A blue triangle in the upper left of a cell indicates one or more warnings. A red triangle in the middle of a cell means that a formula error occurred.
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To view error and warning messages:
m Click the icon.
A message window summarizes each error and warning condition associated with the cell.
To have Numbers issue a warning when a cell referenced in a formula is empty, choose Numbers > Preferences and in the General pane select “Show warnings when formulas reference empty cells.”

Using Operators

Use operators in formulas to perform arithmetic operations and compare values: Â Arithmetic operators perform arithmetic operations, such as addition and subtraction,
and return numerical results.
 Comparison operators compare two values and return TRUE or FALSE.

Performing Arithmetic Operations

To create a formula that performs an arithmetic operation, you use arithmetic operators. For example, to add three values in a column, you could create a formula that looks like this: A2 + A3 + A5.
Here are the basic arithmetic operators. For complete information about arithmetic operators that Numbers supports, see “Understanding the Arithmetic Operators” on page 95.
To perform this operation Use this arithmetic operator For example
Sum two values + A2 + B2
Subtract one value from another value
Multiply two values * A2 * B2
Divide one value by another value
A2 – B2
/ A2 / B2
To add an arithmetic formula to a cell:
1 Select an empty cell for displaying the results of the formula.
2 Open the Formula Editor. For example, type an equal sign (=).
3 Enter the formula in the text field following the equal sign.
For example, to enter the formula A3 * B5 + B6, in the text field following the equal sign you could click or type A3, type * (the multiplication operator), click or type B5, and then click B6 (if you don’t type an operator before clicking, Numbers adds the plus sign (+) automatically when you’re not specifying function arguments).
4 Click the Accept button or press Return or Enter to save the formula.
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Understanding the Arithmetic Operators

Arithmetic operators in table cell formulas perform arithmetic operations and return numerical results.
Here are the arithmetic operators (examples presume that cell A2 contains 20 and that B2 contains 2):
m The operator + returns the sum of two values.
For example, A2 + B2 returns 22.
m The operator – returns the difference between two values.
For example A2 – B2 returns 18.
m The operator * returns the product of two values.
For example, A2 * B2 returns 40.
m The operator / returns the result of dividing one value by another value.
For example, A2/B2 returns 10.
m The operator ^ returns the result of raising one value to the power of another value.
For example, A2 ^ B2 returns 400.
m The operator % returns the result of dividing a value by 100.
For example, A2% returns 0.2, formatted for display as 20%.
When a cell reference points to an empty cell, 0 is the value used.
When a cell reference points to a cell containing FALSE, 0 is used. If the cell contains TRUE, 1 is used. For example, TRUE + 1 returns 2.
Using a string with an arithmetic operator returns an error. For example, 3 + "hello" is not a correct arithmetic operation.
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Understanding the Comparison Operators

Comparison operators compare two values and return TRUE or FALSE.
Here are the comparison operators (examples presume that cell A2 contains 20 and that B2 contains 2):
m The operator = returns TRUE if two values are equal.
For example, A2 = B2 returns FALSE.
m The operator <> returns TRUE if two values aren't equal.
For example, A2<>B2 returns TRUE.
m The operator > returns TRUE if the first value is greater than the second value.
For example, A2 > B2 returns TRUE.
m The operator < returns TRUE if the first value is less than the second value.
For example, A2 < B2 returns FALSE.
m The operator >= returns TRUE if the first value is greater than or equal to the second
value.
For example, A2 >= B2 returns TRUE.
m The operator <= returns TRUE if the first value is less than or equal to the second value.
For example, A2 <= B2 returns FALSE.
Strings are larger than numbers. For example, "hello" > 5 returns TRUE.
TRUE and FALSE can be compared with each other, but not with numbers or strings. TRUE > FALSE, and FALSE < TRUE, because TRUE is interpreted as 1 and FALSE is interpreted as 0. TRUE = 1 returns FALSE, and TRUE = "SomeText" returns FALSE.

Using Functions

A function is a predefined, named operation (such as SUM and AVERAGE) that you can use to perform a calculation in a table cell.
There are several families of functions, ranging from financial functions that calculate interest rates, investment values, and more to statistical functions that calculate averages, probabilities, standard deviations, and more. See “About Functions” on page 193 for complete information about all the functions, including the arguments you specify to provide the data for functions to use in their calculations.
Although you can type a function into the text field of the Formula Editor or Formula Bar, you can also use the Function Browser to add a function to a formula.
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To use the Function Browser to add a function:
1 Select the cell in which you want to add a function.
2 Click the Function Browser button in the Formula Bar, or choose Insert > Function >
More Functions. The Function Browser opens.
3 Select a function.
To find a function, scroll through the list on the right, optionally subdividing the list by selecting a function category on the left. You can also search for a specific function within the selected function category by using the search field in the upper right.
4 Click Insert.
The Formula Editor is displayed in the cell, with the selected function in the text field, followed by one or more argument placeholders within parentheses.
5 Use the Formula Editor or Formula Bar to replace each placeholder with a cell reference
or other value or perform any additional formula editing required.
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6 Using Charts

6
You can convert table data into attractive charts. This chapter describes how to create and format charts.
Numbers provides tools for creating visually appealing charts to present some or all of the data in one or more tables. By default, the appearance of charts is coordinated with the template you’re using, but you can adjust colors, textures, shadows, labels, and more to emphasize various chart elements.

About Charts

You can turn data that appears in one or more tables into charts. Charts can visually reveal trends or relationships that aren’t as apparent when you view the data in rows and columns.
98
A chart is linked to data in the table or tables it’s based on. If you change table data, the chart updates automatically.
You can choose from a variety of chart types to present your data, including pie charts, line charts, bar charts, column charts, area charts, and scatter charts. Most charts have both two-dimensional and three-dimensional versions.
For example, a business may use a table to keep track of how many employees work in Region 1 and Region 2 each year. Such a table might have two rows (one for Region 1 and one for Region 2) and four columns (one for each year from 2007 through 2010).
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There are several ways to represent the data in this table in a chart. In a bar chart, for example:
 You can plot 2007 employee counts for Region 1 and Region 2 in side-by-side bars,
followed by pairs of bars for 2008, 2009, and 2010. Such a chart would have two data series and four data sets.
Region 1 and Region 2 are called data series; each region is represented by a series of data values. Data values (data points) for each region are represented by bars that are grouped side by side in the chart; each group is called a data set (2007 is a data set, 2008 is a data set, and so on).
The data sets contain one data point (one bar) from each of the data series.
These four bars represent one data series.
The chart legend denotes the two data series.
 Alternatively, you can change the chart orientation so that data points are grouped
by region rather than by year. In this case, the years are data series and the regions are data sets. The bar chart would contain two groups of bars, one for Region 1 and one for Region 2.
The data sets contain one data point (one bar) from each of the four data series.
These two bars represent one data series.
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When you select a chart, the cells plotted in it are highlighted in the related table. In addition, colored squares appear next to columns and rows in the table to show which color represents each data series in the chart.
Click this button to change the chart orientation.
These squares indicate which color represents each data series.
A button in the upper left of the table lets you switch between using columns and rows as data series.
When the button looks like this, the columns are data series. Click the button to make rows the data series.
When the button looks like this, the rows are data series. Click the button to make columns the data series.
You can also click a series element in the chart to view its related data in the chart and the underlying table.
Selecting a bar highlights bars in the chart in the same data series as well as related values in the underlying table.
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