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time. If you want to print a copy, your PDF viewer should
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Creative Commons Attribution-Share Alike License, version 3.0.
All trademarks within this guide belong to their legitimate owners.
Authors
Rick BarnesPeter Kupfer
James AndrewKrishna Aradhi
Andy BrownStephen Buck
Bruce ByfieldMartin J. Fox
T. J. FrazierStigant Fyrwitful
Spencer E. HarpeRegina Henschel
Peter Hillier-BrookJohn Kane
KirkEmma Kirsopp
Jared KobosSigrid Kronenberger
Shelagh MantonAlexandre Martins
Kashmira PatelAnthony Petrillo
Andrew PitonyakIain Roberts
Hazel RussmanGary Schnabl
Rob ScottSowbhagya Sundaresan
Nikita TelangBarbara M Tobias
John ViestenzJean Hollis Weber
Stefan WeigelSharon Whiston
Claire WoodLinda Worthington
Michele ZarriMagnus Adielsson
Sandeep Samuel Medikonda
Feedback
Please direct any comments or suggestions about this document to:
authors@documentation.openoffice.org
Publication date and software version
Published 8 September 2010. Based on OpenOffice.org 3.2.
Calc is the spreadsheet component of OpenOffice.org (OOo). You can
enter data (usually numerical) in a spreadsheet and then manipulate
this data to produce certain results.
Alternatively, you can enter data and then use Calc in a ‘What if...’
manner by changing some of the data and observing the results
without having to retype the entire spreadsheet or sheet.
Other features provided by Calc include:
•Functions, which can be used to create formulas to perform
complex calculations on data
•Database functions, to arrange, store, and filter data
•Dynamic charts; two new types of charts—Bubble Charts and
Filled Net Charts—have been introduced in OOo 3.2
•Macros, for recording and executing repetitive tasks; scripting
languages supported include OpenOffice.org Basic, Python,
BeanShell, and JavaScript
•Ability to open, edit, and save Microsoft Excel spreadsheets
•Import and export of spreadsheets in multiple formats, including
HTML, CSV, PDF, and PostScript
If you want to use macros written in Microsoft Excel using the
Note
VBA macro code in OOo, you must first edit the code in the
OOo Basic IDE editor.
Spreadsheets, sheets, and cells
Calc works with elements called spreadsheets. Spreadsheets consist of
a number of individual sheets, each sheet containing cells arranged in
rows and columns. A particular cell is identified by its row number and
column letter.
Cells hold the individual elements—text, numbers, formulas, and so on
—that make up the data to display and manipulate.
Each spreadsheet can have many sheets, and each sheet can have
many individual cells. In Calc 3.x, each sheet can have a maximum of
65,536 rows and a maximum of 1024 columns, for a total of over 67
million cells.
10OpenOffice.org 3.x Calc Guide
Parts of the main Calc window
When Calc is started, the main window looks similar to Figure 1.
Figure 1: Parts of the Calc window
If any part of the Calc window in Figure 1 is not shown, you can
display it using the View menu. For example, View > Status
Note
Bar will toggle (show or hide) the Status Bar. It is not always
necessary to display all the parts, as shown; show or hide any of
them, as desired.
Title bar
The Title bar, located at the top, shows the name of the current
spreadsheet. When the spreadsheet is newly created, its name is
Untitled X, where X is a number. When you save a spreadsheet for the
first time, you are prompted to enter a name of your choice.
Menu bar
Under the Title bar is the Menu bar. When you choose one of the
menus, a submenu appears with other options. You can modify the
Menu bar, as discussed in Chapter 14 (Setting up and Customizing
Calc).
Chapter 1 Introducing Calc11
•File contains commands that apply to the entire document such
as Open, Save, Wizards, Export as PDF, and Digital Signatures.
•Edit contains commands for editing the document such as Undo,
Changes, Compare Document, and Find and Replace.
•View contains commands for modifying how the Calc user
interface looks such as Toolbars, Full Screen, and Zoom.
•Insert contains commands for inserting elements such as cells,
rows, columns, sheets, and pictures into a spreadsheet.
•Format contains commands for modifying the layout of a
spreadsheet such as Styles and Formatting, Paragraph, and Merge Cells.
•Tools contains functions such as Spelling, Share Document,
Cell Contents, Gallery, and Macros.
•Data contains commands for manipulating data in your
spreadsheet such as Define Range, Sort, Filter, and DataPilot.
•Window contains commands for the display window such as New
Window, Split, and Freeze.
•Help contains links to the Help file bundled with the software,
What's This?, Support, Registration, and Check for Updates.
Toolbars
Three toolbars are located under the Menu bar by default: the
Standard toolbar, the Formatting toolbar, and the Formula Bar.
The icons (buttons) on these toolbars provide a wide range of common
commands and functions. You can also modify these toolbars, as
discussed in Chapter 14 (Setting up and Customizing Calc).
Placing the mouse pointer over any of the icons displays a small box,
called a tooltip. It gives a brief explanation of the icon’s function. For a
more detailed explanation, choose Help > What’s This? and hover
the mouse pointer over the icon. To turn this feature off again, click
once or press the Esc key twice. Tips and extended tips can be turned
on or off from Tools > Options > OpenOffice.org > General.
In the Formatting toolbar, the three boxes on the left are the Apply Style, Font Name, and Font Size lists (see Figure 2). They show the
current settings for the selected cell or area. (The Apply Style list may
not be visible by default.) Click the down-arrow to the right of each box
to open the list.
12OpenOffice.org 3.x Calc Guide
Figure 2: Apply Style, Font Name and Font Size lists
If any of the icons (buttons) in Figure 2 is not shown, you can
display it by clicking the small triangle at the right end of the
Formatting toolbar, selecting Visible Buttons in the drop-
Note
down menu, and selecting the desired icon (for example, Apply
Style) in the drop-down list. It is not always necessary to display
all the toolbar buttons, as shown; show or hide any of them, as
desired.
Formula Bar
On the left hand side of the Formula Bar is a small text box, called the
Name Box, with a letter and number combination in it, such as D7. This
combination, called the cell reference, is the column letter and row
number of the selected cell.
Figure 3: Formula Bar
To the right of the Name Box are the the Function Wizard, Sum, and
Function buttons.
Clicking the Function Wizard button opens a dialog from which you
can search through a list of available functions. This can be very useful
because it also shows how the functions are formatted.
In a spreadsheet the term function covers much more than just
mathematical functions. See Chapter 7 for more details.
Clicking the Sum button inserts a formula into the current cell that
totals the numbers in the cells above the current cell. If there are no
numbers above the current cell, then the cells to the left are placed in
the Sum formula.
Chapter 1 Introducing Calc13
Clicking the Function button inserts an equals (=) sign into the
selected cell and the Input line, thereby enabling the cell to accept a
formula.
When you enter new data into a cell, the Sum and Equals buttons
change to Cancel and Accept buttons .
The contents of the current cell (data, formula, or function) are
displayed in the Input line, which is the remainder of the Formula Bar.
You can either edit the cell contents of the current cell there, or you
can do that in the current cell. To edit inside the Input line area, click
in the area, then type your changes. To edit within the current cell, just
double-click the cell.
Individual cells
The main section of the screen displays the cells in the form of a grid,
with each cell being at the intersection of a column and a row.
At the top of the columns and at the left end of the rows are a series of
gray boxes containing letters and numbers. These are the column and
row headers. The columns start at A and go on to the right, and the
rows start at 1 and go down.
These column and row headers form the cell references that appear in
the Name Box on the Formula Bar (see Figure 3). You can turn these
headers off by selecting View > Column & Row Headers.
Sheet tabs
At the bottom of the grid of cells are the sheet tabs. These tabs enable
access to each individual sheet, with the visible (active) sheet having a
white tab. Clicking on another sheet tab displays that sheet, and its tab
turns white. You can also select multiple sheet tabs at once by holding
down the Control key while you click the names.
Status bar
The Calc status bar provides information about the spreadsheet and
convenient ways to quickly change some of its features.
Figure 4: Left end of Calc status bar
14OpenOffice.org 3.x Calc Guide
Figure 5: Right end of Calc status bar
Sheet sequence number ()
Shows the sequence number of the current sheet and the total
number of sheets in the spreadsheet. The sequence number may not
correspond with the name on the sheet tab.
Page style ()
Shows the page style of the current sheet. To edit the page style,
double-click on this field. The Page Style dialog opens.
Insert mode ()
Click to toggle between INSRT (Insert) and OVER (Overwrite)
modes when typing. This field is blank when the spreadsheet is not
in a typing mode (for example, when selecting cells).
Selection mode ()
Click to toggle between STD (Standard), EXT (Extend), and ADD
(Add) selection. EXT is an alternative to Shift+click when selecting
cells. See page 27 for more information.
Unsaved changes ()
An asterisk (*) appears here if changes to the spreadsheet have not
been saved.
Digital signature ()
If the document has not been digitally signed, double-clicking in this
area opens the Digital Signatures dialog, where you can sign the
document. See Chapter 6 (Printing, Exporting, and E-mailing) for
more about digital signatures.
If the document has been digitally signed, an icon shows in this
area. You can double-click the icon to view the certificate. A
document can be digitally signed only after it has been saved.
Cell or object information ()
Displays information about the selected items. When a group of cells
is selected, the sum of the contents is displayed by default; you can
right-click on this field and select other functions, such as the
average value, maximum value, minimum value, or count (number of
items selected).
Chapter 1 Introducing Calc15
When the cursor is on an object such as a picture or chart, the
information shown includes the size of the object and its location.
Zoom ()—new in OOo 3.1
To change the view magnification, drag the Zoom slider or click on
the + and – signs. You can also right-click on the zoom level
percentage to select a magnification value or double-click to open
the Zoom & View Layout dialog.
Starting new spreadsheets
You can create a new, blank spreadsheet from the Start Center
(Welcome to OpenOffice.org), from within Calc, or from any other
component of OOo such as from Writer or Draw.
From the Start Center
Click the Spreadsheet icon.
From the Menu bar
Choose File >New > Spreadsheet.
From a toolbar
If a document is open in any component of OOo (for example,
Writer), you can use the New Document icon on the Standard
toolbar. If you already have a spreadsheet open, clicking this button
opens a new spreadsheet in a new window. From any other
component of OOo (for example, Writer), click the down-arrow and
choose spreadsheet.
From the keyboard
If you already have a spreadsheet open, you can press Control+N to
open a new spreadsheet in a new window.
From a template
Calc documents can also be created from templates. Follow the
above procedures, but instead of choosing Spreadsheet, choose the
Templates icon from the Start Center or File > New >Templates
and Documents from the Menu bar or toolbar. On the Templates
and Documents window, navigate to the appropriate folder and
double-click on the required template. A new spreadsheet, based on
the selected template, opens.
A new OpenOffice.org installation does not contain many templates,
but you can add more by downloading them from
16OpenOffice.org 3.x Calc Guide
http://extensions.services.openoffice.org/ and installing them as
described in Chapter 14 (Customizing Calc).
Figure 6: Starting a new spreadsheet from a template
Opening existing spreadsheets
You can open an existing spreadsheet from the Start Center or from
any component of OOo. Calc can open spreadsheets in a wide range of
file formats, including Microsoft Excel (*.xls and *.xlsx).
From the Start Center
Click the Open a document icon.
From the Menu bar
Choose File >Open.
From a toolbar
Click the Open icon on the Standard toolbar.
Chapter 1 Introducing Calc17
From the keyboard
Press the key combination Control+O.
Each of these options displays the Open dialog, where you can locate
the spreadsheet that you want to open.
You can also use the Recent Documents list to open a
Tip
spreadsheet. This list is located on the File menu, directly
below Open. The list displays the last 10 files that were
opened in any of the OOo components.
Opening CSV files
Comma-separated-values (CSV) files are text files that contain the cell
contents of a single sheet. Each line in a CSV file represents a row in a
spreadsheet. Commas, semicolons, or other characters are used to
separate the cells. Text is put in quotation marks; numbers are written
without quotation marks.
To open a CSV file in Calc:
1) Choose File > Open.
2) Locate the CSV file that you want to open.
3) If the file has a *.csv extension, select the file and click Open.
4) If the file has another extension (for example, *.txt), select the
file, select Text CSV (*csv;*txt;*xls) in the File type box (scroll
down into the spreadsheet section to find it) and then click Open.
5) On the Text Import dialog (Figure 7), select the Separator options
to divide the text in the file into columns.
You can preview the layout of the imported data at the bottom of
the dialog. Right-click a column in the preview to set the format
or to hide the column.
If the CSV file uses a text delimiter character that is not in the
Text delimiter list, click in the box, and type the character.
6) Click OK to open the file.
Caution
If you do not select Text CSV (*csv;*txt;*xls) as the file type
when opening the file, the document opens in Writer, not Calc.
18OpenOffice.org 3.x Calc Guide
Figure 7: Text Import dialog, with Comma (,) selected as the separator
and double quotation mark (“) as the text delimiter.
Saving spreadsheets
Spreadsheets can be saved in three ways.
From the Menu bar
Choose File >Save (or Save All or Save As).
From the toolbar
Click the Save button on the Standard toolbar. If the file has
been saved and no subsequent changes have been made, this button
is grayed-out and not clickable.
From the keyboard
Press the key combination Control+S.
If the spreadsheet has not been saved previously, then each of these
actions will open the Save As dialog. There you can specify the
spreadsheet name and the location in which to save it.
Chapter 1 Introducing Calc19
If the spreadsheet has been previously saved, then saving it
using the Save (or Save All) command will overwrite an
Note
existing copy. However, you can save the spreadsheet in a
different location or with a different name by selecting File > Save As.
Password protection
To protect an entire document from being viewable without a
password, use the option on the Save As dialog to enter a password.
This option is only available for files saved in OpenDocument formats
or the older OpenOffice.org 1.x formats.
On the Save As dialog, select the Save with password option, and
then click Save. You will be prompted to type the same password in
two fields. If the passwords match, the OK button becomes active.
Click OK to save the document as password-protected. If the
passwords do not match, you will be prompted to type the password
again.
OOo uses a very strong encryption mechanism that makes it almost
impossible to recover the contents of a document in case you lose the
password.
Saving a document automatically
You can choose to have Calc save your spreadsheet automatically at
regular intervals. Automatic saving, like manual saving, overwrites the
last saved state of the file. To set up automatic file saving:
1) Choose Tools > Options > Load/Save > General.
2) Click on Save AutoRecovery information every. This enables
the box to set the interval. The default value is 15 minutes. Enter
the value you want by typing it or by pressing the up or down
arrow keys.
Saving as a Microsoft Excel document
If you need to exchange files with users of Microsoft Excel, they may
not know how to open and save *.ods files. Only Microsoft Excel 2007
with Service Pack 2 (SP2) can do this. Users of Microsoft Excel 2007,
2003, XP, and 2000 can also download and install a free
OpenDocument Format (ODF) plugin from Sun Microsystems.
20OpenOffice.org 3.x Calc Guide
Some users of Microsoft Excel may be unwilling or unable to receive
*.ods files. (Perhaps their employer does not allow them to install the
plug-in.) In this case, you can save a document as a Excel file (*.xls or
*.xlsx).
1) Important—First save your spreadsheet in the file format used
by OpenOffice.org, *.ods. If you do not, any changes you may have
made since the last time you saved it will only appear in the
Microsoft Excel version of the document.
2) Then choose File > Save As.
3) On the Save As dialog (Figure 8), in the File type (or Save as type) drop-down menu, select the type of Excel format you need.
Click Save.
Figure 8. Saving a spreadsheet in Microsoft Excel format
From this point on, all changes you make to the spreadsheet
Caution
Chapter 1 Introducing Calc21
will occur only in the Microsoft Excel document. You have
actually changed the name of your document. If you want to go
back to working with the *.ods version of your spreadsheet, you
must open it again.
To have Calc save documents by default in a Microsoft Excel
file format, go to Tools > Options > Load/Save > General.
Tip
In the section named Default file format and ODF settings,
under Document type, select Spreadsheet, then under Always save as, select your preferred file format.
Saving as a CSV file
To save a spreadsheet as a comma separate value (CSV) file:
1) Choose File > Save As.
2) In the File name box, type a name for the file.
3) In the File type list, select Text CSV (*.csv;*.txt;*.xls) and click Save.
You may see the message box shown below. Click Keep Current Format.
4) In the Export of text files dialog (Figure 9), select the options you
want and then click OK.
Figure 9: Choosing options when exporting to Text CSV
22OpenOffice.org 3.x Calc Guide
Saving in other formats
Calc can save spreadsheets in a range of formats, including HTML
(Web pages), through the Save As dialog. Calc can also export
spreadsheets to the PDF and XHTML file formats. See Chapter 6
(Printing, Exporting, and E-mailing) for more information.
Navigating within spreadsheets
Calc provides many ways to navigate within a spreadsheet from cell to
cell and sheet to sheet. You can generally use whatever method you
prefer.
Going to a particular cell
Using the mouse
Place the mouse pointer over the cell and click.
Using a cell reference
Click on the little inverted black triangle just to the right of the
Name Box (Figure 3). The existing cell reference will be highlighted.
Type the cell reference of the cell you want to go to and press Enter.
Cell references are case insensitive: a3 or A3, for example, are the
same. Or just click into the Name Box, backspace over the existing
cell reference, and type in the cell reference you want and press
Enter.
Using the Navigator
Click on the Navigator button in the Standard toolbar (or press F5)
to display the Navigator. Type the cell reference into the top two
fields, labeled Column and Row, and press Enter. In Figure 22 on
page 39, the Navigator would select cell A7. For more about using
the Navigator, see page 38.
Moving from cell to cell
In the spreadsheet, one cell normally has a darker black border. This
black border indicates where the focus is (see Figure 10). The focus
indicates which cell is enabled to receive input. If a group of cells is
selected, they have a highlight color (usually gray), with the focus cell
having a dark border.
Chapter 1 Introducing Calc23
Figure 10. (left) One selected cell and (right) a group of
selected cells
Using the mouse
To move the focus using the mouse, simply move the mouse pointer
to the cell where you want the focus to be and click the left mouse
button. This action changes the focus to the new cell. This method is
most useful when the two cells are a large distance apart.
Using the Tab and Enter keys
•Pressing Enter or Shift+Enter moves the focus down or up,
respectively.
•Pressing Tab or Shift+Tab moves the focus to the right or to the
left, respectively.
Using the arrow keys
Pressing the arrow keys on the keyboard moves the focus in the
direction of the arrows.
Using Home, End, Page Up and Page Down
•Home moves the focus to the start of a row.
•End moves the focus to the column furthest to the right that
contains data.
•Page Down moves the display down one complete screen and
Page Up moves the display up one complete screen.
•Combinations of Control (often represented on keyboards as Ctrl)
and Alt with Home, End, Page Down (PgDn), Page Up (PgUp), and
the arrow keys move the focus of the current cell in other ways.
Table 1 describes the keyboard shortcuts for moving about a
spreadsheet.
24OpenOffice.org 3.x Calc Guide
Use one of the four Alt+Arrow key combinations to resize the
Tip
height or width of a cell. (For example: Alt+↓ increases the
height of a cell.)
Table 1. Moving from cell to cell using the keyboard
Key CombinationMovement
→
←
↑
↓
Control+→
Control+←
Control+↑
Control+↓
Control+HomeTo Cell A1
Control+EndTo lower right-hand corner of the rectangular area
Right one cell
Left one cell
Up one cell
Down one cell
To the next column to the right containing data in
that row or to Column AMJ
To the next column to the left containing data in that
row or to Column A
To the next row above containing data in that
column or to Row 1
To the next row below containing data in that
column or to Row 65536
containing data
Alt+Page DownnOne screen to the right (if possible)
Alt+Page UpOne screen to the left (if possible)
Control+Page DownOne sheet to the right (in sheet tabs)
Control+Page UpOne sheet to the left (in sheet tabs)
TabTo the next cell on the right
Shift+TabTo the next cell on the left
EnterDown one cell (unless changed by user)
Shift+EnterUp one cell (unless changed by user)
Chapter 1 Introducing Calc25
Customizing the effects of the Enter key
You can customize the direction in which the Enter key moves the
focus, by selecting Tools > Options > OpenOffice.org Calc > General.
The four choices for the direction of the Enter key are shown on the
right hand side of Figure 11. It can move the focus down, right, up, or
left. Depending on the file being used or on the type of data being
entered, setting a different direction can be useful.
Figure 11: Customizing the effect of the Enter key
The Enter key can also be used to switch into and out of the editing
mode. Use the first two options under Input settings in Figure 11 to
change the Enter key settings.
Moving from sheet to sheet
Each sheet in a spreadsheet is independent of the others, though they
can be linked with references from one sheet to another. There are
three ways to navigate between different sheets in a spreadsheet.
Using the keyboard
Pressing Control+Page Down moves one sheet to the right and
pressing Control+Page Up moves one sheet to the left.
Using the mouse
Clicking on one of the sheet tabs at the bottom of the spreadsheet
selects that sheet.
If you have a lot of sheets, then some of the sheet tabs may be
hidden behind the horizontal scroll bar at the bottom of the screen.
If this is the case, then the four buttons at the left of the sheet tabs
can move the tabs into view. Figure 12 shows how to do this.
26OpenOffice.org 3.x Calc Guide
Move to the first sheet
Move left one sheet
Move right one sheet
Move to the last sheet
Sheet tabs
Figure 12. Sheet tab arrows
Notice that the sheets here are not numbered in order. Sheet
numbering is arbitrary; you can name a sheet as you wish.
The sheet tab arrows that appear in Figure 12 only appear if
Note
you have some sheet tabs that can not be seen. Otherwise,
they appear faded as in Figure 1.
Selecting items in a sheet or spreadsheet
Selecting cells
Cells can be selected in a variety of combinations and quantities.
Single cell
Left-click in the cell. The result will look like the left side of Figure 10.
You can verify your selection by looking in the Name Box.
Range of contiguous cells
A range of cells can be selected using the keyboard or the mouse.
To select a range of cells by dragging the mouse:
1) Click in a cell.
2) Press and hold down the left mouse button.
3) Move the mouse around the screen.
4) Once the desired block of cells is highlighted, release the left
mouse button.
To select a range of cells without dragging the mouse:
1) Click in the cell which is to be one corner of the range of cells.
2) Move the mouse to the opposite corner of the range of cells.
Chapter 1 Introducing Calc27
3) Hold down the Shift key and click.
You can also select a contiguous range of cells by first clicking
in the STD field on the status bar and changing it to EXT,
Tip
before clicking in the opposite corner of the range of cells in
step 3 above. If you use this method, be sure to change EXT
back to STD or you may find yourself extending the selection
unintentionally.
To select a range of cells without using the mouse:
1) Select the cell that will be one of the corners in the range of cells.
2) While holding down the Shift key, use the cursor arrows to select
the rest of the range.
The result of any of these methods looks like the right side of Figure
10.
You can also directly select a range of cells using the Name
Box. Click into the Name Box as described in “Using a cell
reference” on page 23. To select a range of cells, enter the cell
Tip
reference for the upper left-hand cell, followed by a colon (:),
and then the lower right-hand cell reference. For example, to
select the range that would go from A3 to C6, you would enter
A3:C6.
Range of noncontiguous cells
1) Select the cell or range of cells using one of the methods above.
2) Move the mouse pointer to the start of the next range or single
cell.
3) Hold down the Control key and click or click-and-drag to select
another range of cells to add to the first range.
4) Repeat as necessary.
You can also select a noncontiguous range of cells by first
clicking twice in the STD field on the status bar to change it to
ADD, before clicking on a cell that you want to add to the
Tip
range of cells in step 3 above. This method works best when
adding single cells to a range. If you use this method, be sure
to change ADD back to STD or you may find yourself adding
more selections unintentionally.
28OpenOffice.org 3.x Calc Guide
Selecting columns and rows
Entire columns and rows can be selected very quickly in OOo.
Single column or row
To select a single column, click on the column identifier letter (see
Figure 1).
To select a single row, click on the row identifier number.
Multiple columns or rows
To select multiple columns or rows that are contiguous:
1) Click on the first column or row in the group.
2) Hold down the Shift key.
3) Click the last column or row in the group.
To select multiple columns or rows that are not contiguous:
1) Click on the first column or row in the group.
2) Hold down the Control key.
3) Click on all of the subsequent columns or rows while holding
down the Control key.
Entire sheet
To select the entire sheet, click on the small box between the A column
header and the 1 row header.
Select All
Figure 13. Select All box
You can also press Control+A to select the entire sheet.
Selecting sheets
You can select either one or multiple sheets. It can be advantageous to
select multiple sheets at times when you want to make changes to
many sheets at once.
Single sheet
Click on the sheet tab for the sheet you want to select. The active sheet
becomes white (see Figure 12).
Chapter 1 Introducing Calc29
Multiple contiguous sheets
To select multiple contiguous sheets:
1) Click on the sheet tab for the first desired sheet.
2) Move the mouse pointer over the sheet tab for the last desired
sheet.
3) Hold down the Shift key and click on the sheet tab.
All the tabs between these two sheets will turn white. Any actions that
you perform will now affect all highlighted sheets.
Multiple noncontiguous sheets
To select multiple noncontiguous sheets:
1) Click on the sheet tab for the first desired sheet.
2) Move the mouse pointer over the sheet tab for the second desired
sheet.
3) Hold down the Control key and click on the sheet tab.
4) Repeat as necessary.
The selected tabs will turn white. Any actions that you perform will
now affect all highlighted sheets.
All sheets
Right-click any one of the sheet tabs and choose Select All Sheets
from the pop-up menu.
Working with columns and rows
Inserting columns and rows
Columns and rows can be inserted individually or in groups.
When you insert a single new column, it is inserted to the left
of the highlighted column. When you insert a single new row, it
is inserted above the highlighted row.
Note
Cells in the new columns or rows are formatted like the
corresponding cells in the column or row before (or to the left
of) which the new column or row is inserted.
Single column or row
Using the Insert menu:
1) Select the cell, column, or row where you want the new column or
row inserted.
30OpenOffice.org 3.x Calc Guide
2) Choose either Insert > Columns or Insert > Rows.
Using the mouse:
1) Select the cell, column, or row where you want the new column or
row inserted.
2) Right-click the header of the column or row.
3) Choose Insert Rows or Insert Columns.
Multiple columns or rows
Multiple columns or rows can be inserted at once rather than inserting
them one at a time.
1) Highlight the required number of columns or rows by holding
down the left mouse button on the first one and then dragging
across the required number of identifiers.
2) Proceed as for inserting a single column or row above.
Deleting columns and rows
Columns and rows can be deleted individually or in groups.
Single column or row
A single column or row can be deleted by using the mouse:
1) Select the column or row to be deleted.
2) Choose Edit > Delete Cells from the menu bar.
Or,
1) Right-click on the column or row header.
2) Choose Delete Columns or Delete Rows from the pop-up menu.
Multiple columns or rows
Multiple columns or rows can be deleted at once rather than deleting
them one at a time.
1) Highlight the required columns or rows by holding down the left
mouse button on the first one and then dragging across the
required number of identifiers.
2) Proceed as for deleting a single column or row above.
Instead of deleting a row or column, you may wish to delete
Tip
Chapter 1 Introducing Calc31
the contents of the cells but keep the empty row or column.
See Chapter 2 (Entering, Editing, and Formatting Data) for
instructions.
Working with sheets
Like any other Calc element, sheets can be inserted, deleted, and
renamed.
Inserting new sheets
There are several ways to insert a new sheet. The first step for all of
the methods is to select the sheets that the new sheet will be inserted
next to. Then any of the following options can be used.
•Choose Insert >Sheet from the menu bar.
•Right-click on the sheet tab and choose Insert Sheet.
•Click in an empty space at the end of the line of sheet tabs.
Click here to insert
a new sheet
Figure 14. Creating a new sheet
Each method will open the Insert Sheet dialog. Here you can select
whether the new sheet is to go before or after the selected sheet and
how many sheets you want to insert. If you are inserting only one
sheet, there is the opportunity to give the sheet a name.
Figure 15: Insert Sheet dialog
32OpenOffice.org 3.x Calc Guide
Deleting sheets
Sheets can be deleted individually or in groups.
Single sheet
Right-click on the tab of the sheet you want to delete and choose
Delete Sheet from the pop-up menu, or choose Edit > Sheet >
Delete from the Menu bar. Either way, an alert will ask if you want to delete the sheet permanently. Click Yes.
Multiple sheets
To delete multiple sheets, select them as described earlier, then
either right-click over one of the tabs and choose Delete Sheet
from the pop-up menu, or choose Edit > Sheet > Delete from the
Menu bar.
Renaming sheets
The default name for the a new sheet is SheetX, where X is a number.
While this works for a small spreadsheet with only a few sheets, it
becomes awkward when there are many sheets.
To give a sheet a more meaningful name, you can:
•Enter the name in the Name box when you create the sheet, or
•Right-click on a sheet tab and choose Rename Sheet from the
pop-up menu; replace the existing name with a different one.
•(New in OOo3.1) Double-click on a sheet tab to pop up the
Rename Sheet dialog.
Sheet names must start with either a letter or a number; other
characters including spaces are not allowed. Apart from the
Note
first character of the sheet name, allowed characters are
letters, numbers, spaces, and the underscore character.
Attempting to rename a sheet with an invalid name will
produce an error message.
Viewing Calc
Using zoom
Use the zoom function to change the view to show more or fewer cells
in the window.
Chapter 1 Introducing Calc33
In addition to using the Zoom slider (new in OOo 3.1) on the Status bar
(see page 16), you can open the Zoom dialog and make a selection on
the left-hand side.
•Choose View >Zoom from the Menu bar, or
•Double-click on the percentage figure in the Status bar at the
bottom of the window.
Figure 16. Zoom dialog
Optimal
Resizes the display to fit the width of the selected cells. To use this
option, you must first highlight a range of cells.
Fit Width and Height
Displays the entire page on your screen.
Fit Width
Displays the complete width of the document page. The top and
bottom edges of the page may not be visible.
100%
Displays the document at its actual size.
Variable
Enter a zoom percentage of your choice.
Freezing rows and columns
Freezing locks a number of rows at the top of a spreadsheet or a
number of columns on the left of a spreadsheet or both. Then when
scrolling around within the sheet, any frozen columns and rows remain
in view.
34OpenOffice.org 3.x Calc Guide
Figure 17 shows some frozen rows and columns. The heavier horizontal
line between rows 3 and 14 and the heavier vertical line between
columns C and H denote the frozen areas. Rows 4 through 13 and
columns D through G have been scrolled off the page. The first three
rows and columns remained because they are frozen into place.
Figure 17. Frozen rows and columns
You can set the freeze point at one row, one column, or both a row and
a column as in Figure 17.
Freezing single rows or columns
1) Click on the header for the row below where you want the freeze
or for the column to the right of where you want the freeze.
2) Choose Window > Freeze.
A dark line appears, indicating where the freeze is put.
Freezing a row and a column
1) Click into the cell that is immediately below the row you want
frozen and immediately to the right of the column you want
frozen.
2) Choose Window > Freeze.
Two lines appear on the screen, a horizontal line above this cell
and a vertical line to the left of this cell. Now as you scroll around
the screen, everything above and to the left of these lines will
remain in view.
Unfreezing
To unfreeze rows or columns, choose Window > Freeze. The check
mark by Freeze will vanish.
Chapter 1 Introducing Calc35
Splitting the screen
Another way to change the view is by splitting the window, also known
as splitting the screen. The screen can be split horizontally, vertically,
or both. You can therefore have up to four portions of the spreadsheet
in view at any one time.
Figure 18. Split screen example
Why would you want to do this? Imagine you have a large spreadsheet
and one of the cells has a number in it that is used by three formulas in
other cells. Using the split-screen technique, you can position the cell
containing the number in one section and each of the cells with
formulas in the other sections. Then you can change the number in the
cell and watch how it affects each of the formulas.
Splitting the screen horizontally
To split the screen horizontally:
1) Move the mouse pointer into the vertical scroll bar, on the righthand side of the screen, and place it over the small button at the
top with the black triangle.
Split screen bar
Figure 19. Split screen bar on
vertical scroll bar
36OpenOffice.org 3.x Calc Guide
2) Immediately above this button, you will see a thick black line
(Figure 19). Move the mouse pointer over this line, and it turns
into a line with two arrows (Figure 20).
Figure 20. Split-screen bar on
vertical scroll bar with cursor
3) Hold down the left mouse button. A gray line appears, running
across the page. Drag the mouse downwards and this line follows.
4) Release the mouse button and the screen splits into two views,
each with its own vertical scroll bar. You can scroll the upper and
lower parts independently.
Notice in Figure 18, the Beta and the A0 values are in the upper part
of the window and other calculations are in the lower part. Thus, you
can make changes to the Beta and A0 values and watch their effects on
the calculations in the lower half of the window.
You can also split the screen using a menu command. Click in a
Tip
cell immediately below and to the right of where you wish the
screen to be split, and choose Window > Split.
Splitting the screen vertically
To split the screen vertically:
1) Move the mouse pointer into the horizontal scroll bar at the
bottom of the screen and place it over the small button on the
right with the black triangle.
Split screen bar
Figure 21: Split bar on
horizontal scroll bar
2) Immediately to the right of this button is a thick black line (Figure
21). Move the mouse pointer over this line and it turns into a line
with two arrows.
Chapter 1 Introducing Calc37
3) Hold down the left mouse button, and a gray line appears,
running up the page. Drag the mouse to the left and this line
follows.
4) Release the mouse button, and the screen is split into two views,
each with its own horizontal scroll bar. You can scroll the left and
right parts of the window independently.
Removing split views
To remove a split view, do any of the following:
•Double-click on each split line.
•Click on and drag the split lines back to their places at the ends of
the scroll bars.
•Choose Window > Split to remove all split lines at the same
time.
Using the Navigator
In addition to the cell reference boxes (labeled Column and Row), the
Navigator provides several other ways to move quickly through a
spreadsheet and find specific items.
To open the Navigator, click its icon on the Standard toolbar, or
press F5, or choose View > Navigator on the Menu bar, or doubleclick on the Sheet Sequence Number in the Status Bar. You
can dock the Navigator to either side of the main Calc window or leave
it floating. (To dock or float the Navigator, hold down the Control key
and double-click in an empty area near the icons at the top.)
The Navigator displays lists of all the objects in a spreadsheet
document, grouped into categories. If an indicator (plus sign or arrow)
appears next to a category, at least one object of this kind exists. To
open a category and see the list of items, click on the indicator.
To hide the list of categories and show only the icons at the top, click
the Contents icon . Click this icon again to show the list.
Table 2 summarizes the functions of the icons at the top of the
Navigator.
38OpenOffice.org 3.x Calc Guide
Figure 22: The Navigator in Calc
Table 2: Function of icons in the Navigator
IconAction
Data Range. Specifies the current data range denoted by the
position of the cell cursor.
Start/End. Moves to the cell at the beginning or end of the
current data range, which you can highlight using the Data Range button.
Contents. Shows or hides the list of categories.
Toggle. Switches between showing all categories and showing
only the selected category.
Displays all available scenarios. Double-click a name to apply that
scenario. See Chapter 7 (Data Analysis) for more information.
Drag Mode. Choose hyperlink, link, or copy. See “Choosing a drag
mode” for details.
Chapter 1 Introducing Calc39
Moving quickly through a document
The Navigator provides several convenient ways to move around a
document and find items in it:
•To jump to a specific cell in the current sheet, type its cell
reference in the Column and Row boxes at the top of the
Navigator and press the Enter key; for example, in Figure 22 the
cell reference is A7.
•When a category is showing the list of objects in it, double-click
on an object to jump directly to that object’s location in the
document.
•To see the content in only one category, highlight that category
and click the Toggle icon. Click the icon again to display all the
categories.
•Use the Start and End icons to jump to the first or last cell in the
selected data range.
Ranges, scenarios, pictures, and other objects are much easier
to find if you have given them informative names when creating
Tip
them, instead of keeping Calc’s default Graphics 1, Graphics 2,
Object 1, and so on, which may not correspond to the position of
the object in the document.
Choosing a drag mode
Sets the drag and drop options for inserting items into a document
using the Navigator.
Insert as Hyperlink
Creates a hyperlink when you drag and drop an item into the
current document.
Insert as Link
Inserts the selected item as a link where you drag and drop an
object into the current document.
Insert as Copy
Inserts a copy of the selected item where you drag and drop in the
current document. You cannot drag and drop copies of graphics,
OLE objects, or indexes.
40OpenOffice.org 3.x Calc Guide
Chapter 2
Entering, Editing, and
Formatting Data
Introduction
You can enter data into Calc in several ways: using the keyboard, the
mouse (dragging and dropping), the Fill tool, and selection lists. Calc
also provides the ability to enter information into multiple sheets of the
same document at the same time.
After entering data, you can format and display it in various ways.
Entering data using the keyboard
Most data entry in Calc can be accomplished using the keyboard.
Entering numbers
Click in the cell and type in the number using the number keys on
either the main keyboard or the numeric keypad.
To enter a negative number, either type a minus (–) sign in front of it or
enclose it in parentheses (brackets), like this: (1234).
By default, numbers are right-aligned and negative numbers have a
leading minus symbol.
Entering text
Click in the cell and type the text. Text is left-aligned by default.
Entering numbers as text
If a number is entered in the format 01481, Calc will drop the leading
0. (Exception: see Tip below.) To preserve the leading zero, for example
for telephone area codes, type an apostrophe before the number, like
this: '01481.
The data is now treated as text and displayed exactly as entered.
Typically, formulas will treat the entry as a zero and functions will
ignore it.
Numbers can have leading zeros and still be regarded as
numbers (as opposed to text) if the cell is formatted
Tip
appropriately. Right-click on the cell and chose Format Cells
> Numbers. Adjust the leading zeros setting to add leading
zeros to numbers.
42OpenOffice.org 3.x Calc Guide
Note
When a plain apostrophe is used to allow a leading 0 to be
displayed, it is not visible in the cell after the Enter key is
pressed. If “smart quotes” are used for apostrophes, the
apostrophe remains visible in the cell.
To choose the type of apostrophe, use Tools > AutoCorrect Options > Custom Quotes. The selection of the apostrophe
type affects both Calc and Writer.
Caution
When a number is formatted as text, take care that the cell
containing the number is not used in a formula because Calc
will ignore the value.
Entering dates and times
Select the cell and type the date or time. You can separate the date
elements with a slash (/) or a hyphen (–) or use text such as 10 Oct 03.
Calc recognizes a variety of date formats. You can separate time
elements with colons such as 10:43:45.
1) Place the cursor in your document where you want the character
to appear.
2) Click Insert > Special Character to open the Special
Characters dialog (Figure 23).
3) Select the characters (from any font or mixture of fonts) you wish
to insert, in order; then click OK. The selected characters are
shown in the bottom left of the dialog. As you select each
character, it is shown alone at the bottom right, along with the
numerical code for that character.
Different fonts include different special characters. If you do
Note
Chapter 2 Entering, Editing, and Formatting Data43
not find a particular special character you want, try changing
the Font selection.
Figure 23: The Special Characters dialog
Inserting dashes
To enter en and em dashes, you can use the Replace dashes option
under Tools > AutoCorrect Options. This option replaces two
hyphens, under certain conditions, with the corresponding dash.
In the following table, the A and B represent text consisting of letters A
to z or digits 0 to 9.
Text that you type:Result
A - B (A, space, minus, space, B)A – B (A, space, en-dash, space, B)
A -- B (A, space, minus, minus, space, B)A – B (A, space, en-dash, space, B)
A--B (A, minus, minus, B)A—B (A, em-dash, B)
A-B (A, minus, B)A-B (unchanged)
A -B (A, space, minus, B)A -B (unchanged)
A --B (A, space, minus, minus, B)A –B (A, space, en-dash, B)
Deactivating automatic changes
Calc automatically applies many changes during data input, unless you
deactivate those changes. You can also immediately undo any
automatic changes with Ctrl+Z.
AutoCorrect changes
Automatic correction of typing errors, replacement of straight
quotation marks by curly (custom) quotes, and starting cell content
with an uppercase (capital) letter are controlled by Tools >
AutoCorrect Options. Go to the Custom Quotes, Options, or
Replace tabs to deactivate any of the features that you do not want.
44OpenOffice.org 3.x Calc Guide
On the Replace tab, you can also delete unwanted word pairs and
add new ones as required.
AutoInput
When you are typing in a cell, Calc automatically suggests matching
input found in the same column. To turn the AutoInput on and off,
set or remove the check mark in front of Tools > Cell Contents > AutoInput.
Automatic date conversion
Calc automatically converts certain entries to dates. To ensure that
an entry that looks like a date is interpreted as text, type an
apostrophe at the beginning of the entry. The apostrophe is not
displayed in the cell.
Speeding up data entry
Entering data into a spreadsheet can be very labor-intensive, but Calc
provides several tools for removing some of the drudgery from input.
The most basic ability is to drop and drag the contents of one cell to
another with a mouse. Many people also find AutoInput helpful. Calc
also includes several other tools for automating input, especially of
repetitive material. They include the Fill tool, selection lists, and the
ability to input information into multiple sheets of the same document.
Using the Fill tool on cells
At its simplest, the Fill tool is a way to duplicate existing content. Start
by selecting the cell to copy, then drag the mouse in any direction (or
hold down the Shift key and click in the last cell you want to fill), and
then choose Edit > Fill and the direction in which you want to copy:
Up, Down, Left or Right.
Caution
Choices that are not available are grayed out, but you can still
choose the opposite direction from what you intend, which
could cause you to overwrite cells accidentally.
A shortcut way to fill cells is to grab the “handle” in the lower
right-hand corner of the cell and drag it in the direction you
Tip
Chapter 2 Entering, Editing, and Formatting Data45
want to fill. If the cell contains a number, the number will fill in
series. If the cell contains text, the same text will fill in the
direction you chose.
Figure 24: Using the Fill tool
Using a fill series
A more complex use of the Fill tool is to use a fill series. The default
lists are for the full and abbreviated days of the week and the months
of the year, but you can create your own lists as well.
To add a fill series to a spreadsheet, select the cells to fill, choose Edit
> Fill > Series. In the Fill Series dialog, select AutoFill as the Series
type, and enter as the Start value an item from any defined series. The
selected cells then fill in the other items on the list sequentially,
repeating from the top of the list when they reach the end of the list.
Figure 25: Specifying the start of a fill series (result is in Figure 26)
46OpenOffice.org 3.x Calc Guide
Figure 26: Result of fill series
selection shown in Figure 25
You can also use Edit > Fill > Series to create a one-time fill series
for numbers by entering the start and end values and the increment.
For example, if you entered start and end values of 1 and 7 with an
increment of 2, you would get the sequence of 1, 3, 5, 7.
In all these cases, the Fill tool creates only a momentary connection
between the cells. Once they are filled, the cells have no further
connection with one another.
Defining a fill series
To define your own fill series, go to Tools > Options >
OpenOffice.org Calc > Sort Lists. This dialog shows the previously-
defined series in the Lists box on the left, and the contents of the
highlighted list in the Entries box.
Figure 27: Predefined fill series
Click New. The Entries box is cleared. Type the series for the new list
in the Entries box (one entry per line), and then click Add.
Chapter 2 Entering, Editing, and Formatting Data47
Figure 28: Defining a new fill series
Using selection lists
Selection lists are available only for text, and are
limited to using only text that has already been entered
in the same column.
To use a selection list, select a blank cell and press
Ctrl+D. A drop-down list appears of any cell in the same
column that either has at least one text character or
whose format is defined as Text. Click on the entry you
require.
Sharing content between sheets
You might want to enter the same information in the same cell on
multiple sheets, for example to set up standard listings for a group of
individuals or organizations. Instead of entering the list on each sheet
individually, you can enter it in all the sheets at once. To do this, select
all the sheets (Edit > Sheet > Select), then enter the information in
the current one.
This technique overwrites any information that is already in
Caution
48OpenOffice.org 3.x Calc Guide
the cells on the other sheets—without any warning. For this
reason, when you are finished, be sure to deselect all the
sheets except the one you want to edit. (Ctrl+click on a sheet
tab to select or deselect the sheet.)
Validating cell contents
When creating spreadsheets for other people to use, you may want to
make sure they enter data that is valid or appropriate for the cell. You
can also use validation in your own work as a guide to entering data
that is either complex or rarely used.
Fill series and selection lists can handle some types of data, but they
are limited to predefined information. To validate new data entered by
a user, select a cell and use Data > Validity to define the type of
contents that can be entered in that cell. For example, a cell might
require a date or a whole number, with no alphabetic characters or
decimal points; or a cell may not be left empty.
Depending on how validation is set up, the tool can also define the
range of values that can be entered and provide help messages that
explain the content rules you have set up for the cell and what users
should do when they enter invalid content. You can also set the cell to
refuse invalid content, accept it with a warning, or—if you are
especially well-organized—start a macro when an error is entered.
Validation is most useful for cells containing functions. If cells are set
to accept invalid content with a warning, rather than refusing it, you
can use Tools > Detective > Mark Invalid Data to find the cells with
invalid data. The Detective marks with a circle any cells containing
invalid data.
Note that a validity rule is considered part of a cell’s format. If you
select Format or Delete All from the Delete Contents window, then it
is removed. (Repeating the Detective’s Mark Invalid Data command
then removes the invalid data circle, because the data is no longer
invalid.) If you want to copy a validity rule with the rest of the cell, use
Edit > Paste Special > Paste Formats or Paste All.
Figure 29 shows the choices for a typical validity test. Note the Allow
blank cells option under the Allow list.
Chapter 2 Entering, Editing, and Formatting Data49
Figure 29: Typical validity test choices.
The validity test options vary with the type of data selected from the
Allow list. For example, Figure 30 shows the choices when a cell must
contain a cell range.
Figure 30: Validity choices for a cell range.
To provide input help for a cell, use the Input Help page of the Validity
dialog (Figure 31). To show an error message when an invalid value is
entered, use the Error Alert page (Figure 32). Be sure to write
something helpful, explaining what a valid entry should contain—not
just “Invalid data—try again” or something similar.
50OpenOffice.org 3.x Calc Guide
Figure 31: Defining input help for a cell
Figure 32: Defining an error message for a cell with
invalid data
Editing data
Editing data is done is in much the same way as entering it. The first
step is to select the cell containing the data to be edited.
Removing data from a cell
Data can be removed (deleted) from a cell in several ways.
Removing data only
The data alone can be removed from a cell without removing any of
the formatting of the cell. Click in the cell to select it, and then press
the Backspace key.
Removing data and formatting
The data and the formatting can be removed from a cell at the same
time. Press the Delete key (or right-click and choose Delete
Contents, or use Edit > Delete Contents) to open the Delete
Contents dialog (Figure 33). From this dialog, different aspects of
Chapter 2 Entering, Editing, and Formatting Data51
the cell can be deleted. To delete everything in a cell (contents and
format), check Delete all.
Figure 33: Delete Contents dialog
Replacing all the data in a cell
To remove data and insert new data, simply type over the old data. The
new data will retain the original formatting.
Changing part of the data in a cell
Sometimes it is necessary to change the contents of cell without
removing all of the contents, for example if the phrase “See Dick run”
is in a cell and it needs to be changed to “See Dick run fast.” It is often
useful to do this without deleting the old cell contents first.
The process is the similar to the one described above, but you need to
place the cursor inside the cell. You can do this in two ways.
Using the keyboard
After selecting the appropriate cell, press the F2 key and the cursor
is placed at the end of the cell. Then use the keyboard arrow keys to
move the cursor through the text in the cell.
Using the mouse
Using the mouse, either double-click on the appropriate cell (to
select it and place the cursor in it for editing), or single-click to
select the cell and then move the mouse pointer up to the input line
and click into it to place the cursor for editing.
52OpenOffice.org 3.x Calc Guide
Formatting data
The data in Calc can be formatted in several ways. It can either be
edited as part of a cell style so that it is automatically applied, or it can
be applied manually to the cell. Some manual formatting can be
applied using toolbar icons. For more control and extra options, select
the appropriate cell or cells range, right-click on it, and select Format Cells. All of the format options are discussed below.
All the settings discussed in this section can also be set as a
Note
Formatting multiple lines of text
Multiple lines of text can be entered into a single cell using automatic
wrapping or manual line breaks. Each method is useful for different
situations.
part of the cell style. See Chapter 4 (Using Styles and
Templates) for more information.
Using automatic wrapping
To set text to wrap at the end of the cell, right-click on the cell and
select Format Cells (or choose Format > Cells from the menu bar, or
press Ctrl+1). On the Alignment tab (Figure 34), under Properties,
select Wrap text automatically. The results are shown in Figure 35.
Figure 34: Format Cells > Alignment dialog
Chapter 2 Entering, Editing, and Formatting Data53
Figure 35: Automatic text wrap
Using manual line breaks
To insert a manual line break while typing in a cell, press Ctrl+Enter.
This method does not work with the cursor in the input line. When
editing text, first double-click the cell, then single-click at the position
where you want the line break.
When a manual line break is entered, the cell width does not change.
Figure 36 shows the results of using two manual line breaks after the
first line of text.
Figure 36: Cell with manual line breaks
Shrinking text to fit the cell
The font size of the data in a cell can automatically adjust to fit in a
cell. To do this, select the Shrink to fit cell option in the Format Cells
dialog (Figure 34). Figure 37 shows the results.
Figure 37: Shrinking font size to fit cells
54OpenOffice.org 3.x Calc Guide
Formatting numbers
Several different number formats can be applied to cells by using icons
on the Formatting toolbar. Select the cell, then click the relevant icon.
Some icons may not be visible in a default setup; click the down-arrow
at the end of the Formatting bar and select other icons to display.
Figure 38: Number format icons. Left to right: currency, percentage,
date, exponential, standard, add decimal place, delete decimal place.
For more control or to select other number formats, use the Numbers
tab (Figure 39) of the Format Cells dialog.
•Apply any of the data types in the Category list to the data.
•Control the number of decimal places and leading zeros.
•Enter a custom format code.
The Language setting controls the local settings for the different
formats such as the date order and the currency marker.
Figure 39: Format Cells > Numbers
Chapter 2 Entering, Editing, and Formatting Data55
Formatting the font
To quickly choose the font used in a cell, select the cell, then click the
arrow next to the Font Name box on the Formatting toolbar and choose
a font from the list.
To choose whether to show the font names in their font or in
plain text, go to Tools > Options > OpenOffice.org > View
Tip
To choose the size of the font, click the arrow next
to the Font Size box on the Formatting toolbar. For
other formatting, you can use the Bold, Italic, or
Underline icons.
To choose a font color, click the arrow next to the
Font Color icon to display a color palette. Click on
the required color.
and select or deselect the Show preview of fonts option in the
Font Lists section. For more information, see Chapter 14
(Setting Up and Customizing Calc).
(To define custom colors, use Tools > Options > OpenOffice.org > Colors. See Chapter 14 for
more information.)
To specify the language of the cell (useful because it allows different
languages to exist in the same document and be spell checked
correctly), use the Font tab of the Format Cells dialog. See Chapter 4
for more information.
Choosing font effects
The Font Effects tab (Figure 40) of the Format Cells dialog offers more
font options.
Overlining and underlining
You can choose from a variety of overlining and underlining options
(solid lines, dots, short and long dashes, in various combinations)
and the color of the line.
Strikethrough
The strikethrough options include lines, slashes, and Xs.
Relief
The relief options are embossed (raised text), engraved (sunken
text), outline, and shadow.
56OpenOffice.org 3.x Calc Guide
Figure 40: Format Cells > Font Effects
Setting cell alignment and orientation
Some of the cell alignment and orientation icons are not shown by
default on the Formatting toolbar. To show them, click on the small
arrow at the right-hand end of the toolbar and select them from the list
of icons.
Figure 41: Cell alignment and orientation
Some of the alignment and orientation icons are available only if you
have Asian or CTL (Complex Text Layout) languages enabled (in Tools > Options > Language Settings > Languages). If you choose an
unavailable icon from the list, it does not appear on the toolbar.
Chapter 2 Entering, Editing, and Formatting Data57
For more control and other choices, use the Alignment tab (Figure 34)
of the Format Cells dialog to set the horizontal and vertical alignment
and rotate the text. If you have Asian languages enabled, then the Text
orientation section shows an extra option (labeled Asian layout
mode) under the Vertically stacked option, as shown in Figure 41.
Figure 42: Asian layout mode option
The difference in results between having Asian layout mode on or off
is shown in Figure 43.
Figure 43: Types of vertical stacking
Formatting the cell borders
To quickly choose a line style and color for the borders of a cell, click
the small arrows next to the Line Style and Line Color icons on the
Formatting toolbar. If the Line Style and Line Color icons are not
displayed in the formatting toolbar, select the down arrow on the right
side of the bar, then Visible Buttons. In each case, a palette of
choices is displayed.
For more control, including the spacing between the cell borders and
the text, use the Borders tab of the Format Cells dialog. There you can
also define a shadow. See Chapter 4 for details.
58OpenOffice.org 3.x Calc Guide
The cell border properties apply to a cell, and can only be
changed if you are editing that cell. For example, if cell C3 has
Note
a top border (which would be equivalent visually to a bottom
border on C2), that border can only be removed by selecting
C3. It cannot be removed in C2.
Formatting the cell background
To quickly choose a background color for a cell, click the small arrow
next to the Background Color icon on the Formatting toolbar. A palette
of color choices, similar to the Font Color palette, is displayed.
(To define custom colors, use Tools > Options > OpenOffice.org > Colors. See Chapter 14 for more information.)
You can also use the Background tab of the Format Cells dialog. See
Chapter 4 for details.
Autoformatting cells and sheets
You can use the AutoFormat feature to quickly apply a set of cell
formats to a sheet or a selected cell range.
1) Select the cells that you want to format, including the column and
row headers.
2) Choose Format > AutoFormat.
Figure 44: Choosing an AutoFormat
Chapter 2 Entering, Editing, and Formatting Data59
Note
3) To select which properties (number format, font, alignment,
borders, pattern, autofit width and height) to include in an
AutoFormat, click More. Select or deselect the required options.
4) Click OK.
If you do not see any change in color of the cell contents, choose View > Value Highlighting from the menu bar.
If the selected cell range does not have column and row
headers, AutoFormat is not available.
Defining a new AutoFormat
You can define a new AutoFormat that is available to all spreadsheets.
1) Format a sheet.
2) Choose Edit > Select All.
3) Choose Format > AutoFormat. The Add button is now active.
4) Click Add.
5) In the Name box of the Add AutoFormat dialog, type a meaningful
name for the new format.
6) Click OK to save. The new format is now available in the Format
list in the AutoFormat dialog.
Formatting spreadsheets using themes
Calc comes with a predefined set of formatting themes that you can
apply to your spreadsheets.
It is not possible to add themes to Calc, and they cannot be modified.
However, you can modify their styles after you apply them to a
spreadsheet.
To apply a theme to a spreadsheet:
1) Click the Choose Themes icon in the Tools toolbar. If this toolbar
is not visible, you can show it using View > Toolbars > Tools.
The Theme Selection dialog appears. This dialog lists the
available themes for the whole spreadsheet.
2) In the Theme Selection dialog, select the theme that you want to
apply to the spreadsheet.
60OpenOffice.org 3.x Calc Guide
As soon as you select a theme, some of the properties of the
custom styles are applied to the open spreadsheet and are
immediately visible.
3) Click OK. If you wish, you can now go to the Styles and
Formatting window to modify specific styles. These modifications
do not change the theme; they only change the appearance of this
specific spreadsheet document.
Using conditional formatting
You can set up cell formats to change depending on conditions that you
specify. For example, in a table of numbers, you can show all the values
above the average in green and all those below the average in red.
Note
Conditional formatting depends upon the use of styles. If you are not
familiar with styles, please refer to Chapter 4. An easy way to set up
the required styles is to format a cell the way you want it and click the
New Style from Selection icon in the Styles and Formatting window.
After the styles are set up, here is how to use them.
1) In your spreadsheet, select the cells to which you want to apply
conditional formatting.
2) Choose Format > Conditional Formatting from the menu bar.
3) On the Conditional Formatting dialog (Figure 45), enter the
conditions. Click OK to save. The selected cells are now
formatted in the relevant style.
Cell value is / Formula is
Specifies whether conditional formatting is dependent on a cell
value or on a formula. If you select cell value is, the Cell Value
Condition box is displayed, as shown in the example. Here you can
choose from conditions including less than, greater than, between,
and others.
To apply conditional formatting, AutoCalculate must be
enabled. Choose Tools > Cell Contents > AutoCalculate.
Parameter field
Enter a reference, value, or formula in the parameter field, or in
both parameter fields if you have selected a condition that requires
two parameters. You can also enter formulas containing relative
references.
Chapter 2 Entering, Editing, and Formatting Data61
Figure 45: Conditional formatting dialog
Cell style
Choose the cell style to be applied if the specified condition
matches. The style must have been defined previously.
See the Help for more information and examples of use.
To apply the same conditional formatting
later to other cells:
1) Select one of the cells that has been
assigned conditional formatting.
2) Copy the cell to the clipboard.
3) Select the cells that are to receive this
same formatting.
4) Choose Edit > Paste Special.
5) On the Paste Special dialog, in the
Selection area, select only the Formats
option. Make sure all other options are
not selected. Click OK.
62OpenOffice.org 3.x Calc Guide
Hiding and showing data
When elements are hidden, they are neither visible nor printed, but
can still be selected for copying if you select the elements around
them. For example, if column B is hidden, it is copied when you select
columns A and C. When you need a hidden element again, you can
reverse the process, and show the element.
To hide or show sheets, rows, and columns, use the options on the
Format menu or the right-click (context) menu. For example, to hide a
row, first select the row, and then choose Format > Row > Hide (or
right-click and choose Hide).
To hide or show selected cells, choose Format > Cells from the menu
bar (or right-click and choose Format Cells). On the Format Cells
dialog, go to the Cell Protection tab.
Figure 46: Hiding or showing cells
Outline group controls
If you are continually hiding and showing the same cells, you can
simplify the process by creating outline groups, which add a set of
controls for hiding and showing the cells in the group that are quick to
use and always available.
If the contents of cells falls into a regular pattern, such as four cells
followed by a total, then you can use Data > Group and Outline > AutoOutline to have Calc add outline controls based on the pattern.
Otherwise, you can set outline groups manually by selecting the cells
for grouping, then choosing Data > Group and Outline > Group. On
the Group dialog, you can choose whether to group the selected cells
by rows or columns.
Chapter 2 Entering, Editing, and Formatting Data63
When you close the dialog, the outline group controls are visible
between either the row or column headers and the edges of the editing
window. The controls resemble the tree-structure of a file-manager in
appearance, and can be hidden by selecting Data > Group and Outline > Hide Details. They are strictly for online use, and do not
print.
The basic outline controls have plus or minus signs at the start of the
group to show or hide hidden cells. However, if outline groups are
nested, the controls have numbered buttons for hiding the different
levels.
If you no longer need a group, place the mouse cursor in any cell in it
and select Data > Group and Outline > Ungroup. To remove all
groups on a sheet, select Data > Group and Outline > Remove.
Figure 47: Outline group controls
Filtering which cells are visible
A filter is a list of conditions that each entry has to meet in order to be
displayed. You can set three types of filters from the Data > Filter
sub-menu.
Automatic filters add a drop-down list to the top row of a column that
contains commonly used filters. They are quick and convenient and
almost as useful with text as with numbers, because the list includes
every unique entry in the selected cells.
In addition to these unique entries, automatic filters include the option
to display all entries, the ten highest numerical values, and all cells
that are empty or not empty, as well as a standard filterthat you can
customize (see below). However, they are somewhat limited. In
particular, they do not allow regular expressions, so you cannot use
them to display cell contents that are similar but not identical.
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Standard filters are more complex than automatic filters. You can set
as many as three conditions as a filter, combining them with the
operators AND and OR. Standard filters are mostly useful for numbers,
although a few of the conditional operators, such as = and < > can
also be used for text.
Other conditional operators for standard filters include options to
display the largest or smallest values, or a percentage of them. Useful
in themselves, standard filters take on added value when used to
further refine automatic filters.
Advanced filters are structured similarly to standard filters. The
differences are that advanced filters are not limited to three
conditions, and their criteria are not entered in a dialog. Instead,
advanced filters are entered in a blank area of a sheet, then referenced
by the advanced filter tool in order to apply them.
Sorting records
Sorting rearranges the visible cells on the sheet. In Calc, you can sort
by up to three criteria, which are applied one after another. Sorts are
handy when you are searching for a particular item, and become even
more powerful after you have filtered data.
In addition, sorting is often useful when you add new information.
When a list is long, it is usually easier to add new information at the
bottom of the sheet, rather than inserting rows in the proper places.
After you have added the information, you can sort it to update the
sheet.
Highlight the cells to be sorted, then select Data > Sort to open the
Sort dialog (Figure 48) or click the Sort Ascending or Sort Descending toolbar buttons. Using the dialog, you can sort
the selected cells using up to three columns, in either
ascending (A-Z, 1-9) or descending (Z-A, 9-1) order.
You can define a custom sort order if the supplied
Tip
alphanumeric ones do not fit your requirements. See “Defining
a fill series” on page 47 for instructions.
On the Options tab of the Sort dialog (Figure 49), you can choose the
following options.
Chapter 2 Entering, Editing, and Formatting Data65
Figure 48: Choosing the criteria and order of sorting
Figure 49: Options for sorting
Case sensitive
If two entries are otherwise identical, one with an upper case letter
is placed before one with a lower case letter in the same position if
the sort is descending; if the sort is ascending, then the entry with
an upper case letter is placed after one with a lower case letter in
the same position.
66OpenOffice.org 3.x Calc Guide
Range contains column labels
Does not include the column heading in the sort.
Include formats
A cell's formatting is moved with its contents. If formatting is used
to distinguish different types of cells, then use this option.
Copy sort results to
Sets a spreadsheet address to which to copy the sort results. If a
range is specified that does not have the necessary number of cells,
then cells are added. If a range contains cells that already have
content, then the sort fails.
Custom sort order
Select the box, then choose from the drop-down list one of the sort
orders defined in Tools > Options > OpenOffice.org Calc > Sort Lists.
Direction
Sets whether rows or columns are sorted. The default is to sort by
columns unless the selected cells are in a single column.
Finding and replacing in Calc
In spreadsheet documents you can search for text, formulas, and
styles. You can navigate from one occurrence to the next using Find,
or you can highlight all matching cells at once using Find All, then
apply another format or replace the cell contents by other content.
Text and numbers in cells may have been entered directly or may be
the result of a calculation. The search method you use depends on the
type of data you are searching for.
Cell contents can be formatted in different ways. For example,
Tip
By default, Calc searches the current sheet. To search through all
sheets of the document, click More Options, then select Search in all sheets option.
a number can be formatted as a currency, to be displayed with
a currency symbol. You see the currency symbol in the cell, but
you cannot search for it.
Chapter 2 Entering, Editing, and Formatting Data67
Caution
Use Replace All with caution; otherwise, you may end up with
some highly embarrassing mistakes. A mistake with Replace All might require a manual, word-by-word search to fix, if it is
not discovered in time to undo it.
Figure 50: Expanded Find & Replace dialog
Finding and replacing formulas or values
You can use the Find & Replace dialog to search in formulas or in the
displayed values that result from a calculation.
1) To open the Find & Replace dialog, use the keyboard shortcut
Control+F or select Edit > Find & Replace.
2) Click More Options to expand the dialog.
68OpenOffice.org 3.x Calc Guide
3) Select Formulas or Values in the Search in drop-down list.
•Formulas finds parts of the formulas.
•Values finds the results of the calculations.
4) Type the text you want to find in the Search for box.
5) To replace the text with different text, type the new text in the
Replace with box.
6) When you have set up your search, click Find. To replace text,
click Replace instead.
Finding and replacing text
1) Open the Find & Replace dialog, click More Options to expand
the dialog, and select Values or Notes in the Search in drop-down
list.
2) Type the text you want to find in the Search for box.
3) To replace the text with different text, type the new text in the
Replace with box.
4) Click Find, Find All, Replace, or Replace All.
When you click Find, Calc selects the next cell that contains your text.
You can edit the text, then click Find again to advance to the next
found cell. If you closed the dialog, you can press Ctrl+Shift+F to find
the next cell without opening the dialog.
When you click Find All, Calc selects all cells that contain your entry.
Now you can, for example, apply a cell style to all of them at once.
Finding and replacing cell styles
To quickly change all the paragraphs of one (unwanted) style to
another (preferred) style:
1) On the expanded Find & Replace dialog, select Search for Styles. The Search for and Replace with boxes now contain a list
of styles.
2) Select the styles you want to search for and replace.
3) Click Find, Find All, Replace, or Replace All.
Using wildcards (regular expressions)
Wildcards (also known as regular expressions) are combinations of
characters that instruct OOo how to search for something. Regular
expressions are very powerful but not very intuitive. They can save
time and effort by combining multiple finds into one.
Chapter 2 Entering, Editing, and Formatting Data69
To use wildcards and regular expressions when searching and
replacing:
1) On the Find & Replace dialog, click More Options to see more
choices. On this expanded dialog, select the Regular expressions option.
2) Type the search text, including the wildcards, in the Search for
box and the replacement text (if any) in the Replace with box.
3) Click Find, Find All, Replace, or Replace All (not
recommended).
Tip
The online help describes many of the regular expressions and
their uses.
The following points are interesting to Calc users:
•In Calc, regular expressions are applied separately to each cell.
So a search for r.d will match red in cell A1 but will not match r
in cell A2 and d (or ed) in cell A3. (The regular expression r.d
means “try to match r followed by any other character followed
by d.”)
•When a match is found, the whole cell is shown highlighted, but
only the text found will be replaced. For example, searching for
brown will highlight a cell containing redbrown clay, and
replacing with nothing will leave the cell containing red clay.
•If Find is used twice in a row, the second time with Current
selection only activated, then the second search will evaluate
the whole of each selected cell, not just the strings found which
caused the cells to be selected in the first search. For example,
searching for joh?n, then activating Current selection only and
searching for sm.th will find cells containing Jon Smith and
Smythers, Johnathon.
•If a cell contains a hard line break (entered by Ctrl+Enter), this
may be found by \n. For example if a cell contains red hard_line_break clay then searching for d\nc and replacing with
nothing leaves the cell containing relay.
•The hard line break acts to mark “end of text” as understood by
the regular expression special character $ (in addition of course
to the end of text in the cell). For example, if a cell contains red hard_line_break clay then a search for d$ replacing with al
leaves the cell with real hard_line_break clay. Note that with
this syntax the hard line break is not replaced—it simply marks
the end of text.
70OpenOffice.org 3.x Calc Guide
•Using \n in the Replace with box will replace with the literal
characters \n, not a hard line break.
•The Find & Replace dialog has an option to search Formulas,
Values, or Notes. This applies to any search, not just one using
regular expressions. Searching with the Formulas option would
find SUM in a cell containing the formula =SUM(A1:A6). If a cell
contains text instead of a function, the text will still be found - so
that the simple text SUMMARY in a cell would also give a match
to SUM using the Formulas option.
•Searching for the regular expression ^$ will not find empty cells.
This is intentional—the rationale being to avoid performance
issues when selecting a huge number of cells. Note that empty
cells will not be found even if you are only searching a selection.
•Find .+ (or similar) and Replace with & effectively re-enters the
contents of cells. This can be used to strip formatting
automatically applied by Calc (often needed to clean data
imported from the clipboard or badly formatted files), for
example, to convert text strings consisting of digits into actual
numbers (the cells must first be correctly formatted numbers).
The leading apostrophes, telling Calc to treat the numbers as text,
are removed.
See Chapter 7 (Using Formulas and Functions) for the use of regular
expressions within formulas.
Chapter 2 Entering, Editing, and Formatting Data71
Chapter 3
Creating Charts and
Graphs
Presenting information visually
Introduction
Charts and graphs can be powerful ways to convey information to the
reader. OpenOffice.org Calc offers a variety of different chart and
graph formats for your data.
Using Calc, you can customize charts and graphs to a considerable
extent. Many of these options enable you to present your information
in the best and clearest manner.
For readers who are interested in effective ways to present information
graphically, two excellent introductions to the topic are William S.
Cleveland’s The elements of graphing data, 2nd edition, Hobart Press
(1994) and Edward R. Tufte’s The Visual Display of Quantitative Information, 2nd edition, Graphics Press (2001).
Creating a chart
To demonstrate the process of making charts and graphs in Calc, we
will use the small table of data in Figure 51.
Figure 51: Table of data for charting examples
To create a chart, first highlight (select) the data to be included in the
chart. The selection does not need to be in a single block, as shown in
Figure 52; you can also choose individual cells or groups of cells
(columns or rows). See Chapter 1 (Introducing Calc) for more about
selecting cells and ranges of cells.
Chapter 3 Creating Charts and Graphs73
Figure 52: Selecting data for plotting
Next, open the Chart Wizard dialog using one of two methods.
•Choose Insert > Chart from the menu bar.
•Or, click the Chart icon on the main toolbar.
Figure 53: Insert chart from main toolbar
Either method inserts a sample chart on the worksheet, opens the
Formatting toolbar, and opens the Chart Wizard, as shown in Figure
54.
Before choosing the Chart Wizard, place the cursor anywhere in
Tip
74OpenOffice.org 3.x Calc Guide
the area of the data. The Chart Wizard will then do a fairly good
job of guessing the range of the data. Just be careful that you
have not included the title of your chart.
Figure 54: Chart Wizard, Step 1—Choose a chart type
Choosing a chart type
The Chart Wizard includes a sample chart with your data. This sample
chart updates to reflect the changes you make in the Chart Wizard.
The Chart Wizard has three main parts: a list of steps involved in
setting up the chart, a list of chart types, and the options for each
chart type. At any time you can go back to a previous step and change
selections.
Calc offers a choice of 10 basic chart types, with a few options for each
type of chart. The options vary according to the type of chart you pick.
The first tier of choice is for two-dimensional (2D) charts. Only those
types which are suitable for 3D (Column, Bar, Pie, and Area) give you
an option to select a 3D look.
On the Choose a chart type page (Figure 54), select a type by clicking
on its icon. The preview updates every time you select a different type
of chart, and provides a good idea of what the finished chart will look
like.
The current selection is highlighted (shown with a surrounding box) on
the Choose a chart type page. The chart’s name is shown just below
Chapter 3 Creating Charts and Graphs75
the icons. For the moment, we will stick to the Column chart and click
on Next again.
Changing data ranges and axes labels
In Step 2, Data Range, you can manually correct any mistakes you
have made in selecting the data.
On this page you can also change the way you are plotting the data by
using the rows—rather than the columns—as data series. This is useful
if you use a style of chart such as Donut or Pie to display your data.
Lastly, you can choose whether to use the first row or first column, or
both, as labels on the axes of the chart.
You can confirm what you have done so far by clicking the Finish
button, or click Next to change some more details of the chart.
We will click Next to see what we can do to our chart using the other
pages of the Wizard.
Figure 55: Changing data ranges and axes labels
76OpenOffice.org 3.x Calc Guide
Selecting data series
Figure 56: Amending data series and ranges
On the Data Series page, you can fine tune the data that you want to
include in the chart. Perhaps you have decided that you do not want to
include the data for canoes. If so, highlight Canoes in the Data series
box and click on Remove. Each named data series has its ranges and
its individual Y-values listed. This is useful if you have very specific
requirements for data in your chart, as you can include or leave out
these ranges.
You can click the Shrink button next to the Range for Name
Tip
box to work on the spreadsheet itself. This is handy if your data
ranges are larger than ours and the Chart Wizard is in the way.
Another way to plot any unconnected columns of data is to select the
first data series and then select the next series while holding down the
Ctrl key. Or you can type the columns in the text boxes. The columns
must be separated by semi-colons. Thus, to plot B3:B11 against
G3:G11, type the selection range as B3:B11;G3:G11.
The two data series you are selecting must be in separate columns or
rows. Otherwise Calc will assume that you are adding to the same data
series.
Click Next to deal with titles, legend and grids.
Chapter 3 Creating Charts and Graphs77
Adding or changing titles, legend, and grids
Figure 57: Titles, legend and grids
On the Chart Elements page, you can give your chart a title and, if
desired, a subtitle. Use a title that draws the viewers’ attention to the
purpose of the chart: what you want them to see. For example, a better
title for this chart might be The Performance of Motor and Other Rental Boats.
It may be of benefit to have labels for the x axis or the y axis. This is
where you give viewers an idea as to the proportion of your data. For
example, if we put Thousands in the y axis label of our graph, it
changes the scope of the chart entirely. For ease of estimating data you
can also display the x or y axis grids by selecting the Display grids
options.
You can leave out the legend or include it and place it to the left, right,
top or bottom.
To confirm your selections and complete the chart, click Finish.
Editing charts
After you have created a chart, you may find things you would like to
change. Calc provides tools for changing the chart type, chart
elements, data ranges, fonts, colors, and many other options, through
the Insert and Format menus, the right-click (context) menu, and the
Chart toolbar.
78OpenOffice.org 3.x Calc Guide
Changing the chart type
You can change the chart type at any time. To do so:
1) First select the chart by double-clicking on it. The chart should
now be surrounded by a gray border.
2) Then do one of the following:
•Choose Format > Chart Type from the menu bar.
•Click the chart type icon on the Formatting toolbar.
•Right-click on the chart and choose Chart Type.
In each case, a dialog similar to the one in Figure 54 opens. See page
75 for more information.
Adding or removing chart elements
Figures 58 and 59 show the elements of 2D and 3D charts.
The default 2D chart includes only two of those elements:
•Chart wall contains the graphic of the chart displaying the data.
•Chart area is the area surrounding the chart graphic. The
(optional) chart title and the legend (key) are in the chart area.
The default 3D chart also has the chart floor, which is not available in
2D charts.
Chart title
Chart wall
Legend
Chart area
Axis labels
Figure 58: Elements of 2D chart
Chapter 3 Creating Charts and Graphs79
Chart floor
Figure 59: Elements of 3D chart
You can add other elements using the commands on the Insert menu.
The various choices open dialogs in which you can specify details.
First select the chart so the green sizing handles are visible. This is
done with a single click on the chart.
The dialogs for Titles, Legend, Axes, and Grids are self-explanatory.
The others are a bit more complicated, so we’ll take a look at them
here.
Data labels
Data labels put information about each data point on the chart. They
can be very useful for presenting detailed information, but you need to
be careful to not create a chart that is too cluttered to read.
Choose Insert > Data Labels. The options are as follows.
Show value as number
Displays the numeric values of the data points. When selected, this
option activates the Number format... button.
Number format...
Opens the Number Format dialog, where you can select the number
format. This dialog is very similar to the one for formatting numbers
in cells, described in Chapter 2 (Entering, Editing, and Formatting
Data).
80OpenOffice.org 3.x Calc Guide
Figure 60: Data Labels dialog
Show value as percentage
Displays the percentage value of the data points in each column.
When selected, this option activates the Percentage format...
button.
Percentage format...
Opens the Number Format dialog, where you can select the
percentage format.
Show category
Shows the data point text labels.
Show legend key
Displays the legend icons next to each data point label.
Separator
Selects the separator between multiple text strings for the same
object.
Placement
Selects the placement of data labels relative to the objects.
Figure 71 on page 95 shows examples of values as text (neither Show value as number nor Show value as percentage selected) and values as
percentages, as well as when data values are used as substitutes for
legends or in conjunction with them.
Chapter 3 Creating Charts and Graphs81
Trend lines
When you have a scattered grouping of points in a graph, you may
want to show the relationship of the points. A trend line is what you
need. Calc has a good selection of regression types you can use for
trend lines: linear, logarithm, exponential, and power. Choose the type
that comes closest to passing through all of the points.
To insert trend lines for all data series, double-click the chart to enter
edit mode. Choose Insert > Trend Lines, then select the type of trend
line from None, Linear, Logarithmic, Exponential, or Power. You can
also choose whether to show the equation for the trend line and the
coefficient of determination (R2).
To insert a trend line for a single data series, first select the data series
in the chart, and then right-click and choose Insert > Trend Line
from the context menu. The dialog for a single trend line is similar to
the one below but has a second tab (Line), where you can choose
attributes (style, color, width, and transparency) of the line.
To delete a single trend line or mean value line, click the line, then
press the Del key.
To delete all trend lines, choose Insert > Trend Lines, then select None.
A trend line is shown in the legend automatically.
Figure 61: Trend Lines dialog
82OpenOffice.org 3.x Calc Guide
If you insert a trend line on a chart type that uses categories, such as
Line or Column, then the numbers 1, 2, 3, … are used as x-values to
calculate the trend line.
The trend line has the same color as the corresponding data series. To
change the line properties, select the trend line and choose Format Trend Line. This opens the Line tab of the Trend Lines dialog.
To show the trend line equation, select the trend line in the chart,
right-click to open the context menu, and choose Insert Trend Line Equation.
When the chart is in edit mode, OpenOffice.org gives you the equation
of the trend line and the correlation coefficient. Click on the trend line
to see the information in the status bar. To show the equation and the
correlation coefficient, select the line and choose Insert R2 and
Trend Line Equation.
For more details on the regression equations, see the topic Trend lines in charts in the Help.
Mean value lines
If you select mean value lines, Calc calculates the average of each
selected data series and places a colored line at the correct level in the
chart.
Y error bars
If you are presenting data that has a known possibility of error, such as
social surveys using a particular sampling method, or you want to show
the measuring accuracy of the tool you used, you may wish to show
error bars on the chart. Select the chart and choose Insert > Y Error Bars.
Several options are provided on the Y Error Bars dialog (Figure 62).
You can only choose one option at a time. You can also choose whether
the error indicator shows both positive and negative errors, or only
positive or only negative.
•Constant value – you can have separate positive and negative
values.
•Percentage – choose the error as a percentage of the data points.
•In the drop-down list:
–Standard error
–Variance – shows error calculated on the size of the biggest and
smallest data points
Chapter 3 Creating Charts and Graphs83
–Standard deviation – shows error calculated on standard
deviation
–Error margin – you designate the error
•Cell range – calculates the error based on cell ranges you select.
The Parameters section at the bottom of the dialog changes to
allow selection of the cell ranges.
Figure 62: Specifying the parameters of error bars
Formatting charts
The Format menu has many options for formatting and fine-tuning the
appearance of your charts.
Double-click the chart so that it is enclosed by a gray border indicating
edit mode; then, select the chart element that you want to format.
Choose Format from the menu bar, or right-click to display a pop-up
(context) menu relevant to the selected element. The formatting
choices are as follows.
Format Selection
Opens a dialog in which you can specify the area fill, borders,
transparency, characters, font effects, and other attributes of the
selected element of the chart (see page 91).
Position and Size
Opens a dialog (see page 94).
84OpenOffice.org 3.x Calc Guide
Arrangement
Provides two choices: Bring Forward and Send Backward, of
which only one may be active for some items. Use these choices to
arrange overlapping data series.
Title
Formats the titles of the chart and its axes.
Legend
Formats the location, borders, background, and type of the legend.
Axis
Formats the lines that create the chart as well as the font of the text
that appears on both the X and Y axes.
Grid
Formats the lines that create a grid for the chart.
Chart Wall, Chart Floor, Chart Area
Described in the following sections.
Chart Type
Changes what kind of chart is displayed and whether it is two- or
three-dimensional.
Data Ranges
Explained on page 76 (Figure 55 and Figure 56).
3D View
Formats 3D charts (see page 87).
Chart Floor and 3D View are only available for a 3D chart.
Note
These options are unavailable (grayed out) if a 2D chart is
selected.
In most cases you need to select the exact element you want to format.
Sometimes this can be tricky to do with the mouse, if the chart has
many elements, especially if some of them are small or overlapping. If
you have Tooltips turned on (in Tools > Options > OpenOffice.org > General > Help, select Tips), then as you move the mouse over each
element, its name appears in the Tooltip. Once you have selected one
element, you can press Tab to move through the other elements until
you find the one you want. The name of the selected element appears
in the Status Bar.
Chapter 3 Creating Charts and Graphs85
Moving chart elements
You may wish to move or resize individual elements of a chart,
independent of other chart elements. For example, you may wish to
move the legend to a different place. Pie charts allow moving of
individual wedges of the pie (in addition to the choice of “exploding”
the entire pie).
1) Double-click the chart so that it is enclosed by a gray border.
2) Double-click any of the elements—the title, the legend, or the
chart graphic. Click and drag to move the element. If the element
is already selected, then move the pointer over the element to get
the move icon (small hand), then click, drag and move the
element.
3) Release the mouse button when the element is in the desired
position.
If your graphic is 3D, round red handles appear which control
the three-dimensional angle of the graphic. You cannot resize or
Note
reposition the graphic while the round red handles are showing.
With the round red handles showing, Shift + Click to get the
green resizing handles. You can now resize and reposition your
3D chart graphic. See the following tip.
You can resize the chart graphic using its green resizing handles
Tip
(Shift + Click, then drag a corner handle to maintain the
proportions). However, you cannot resize the title or the key.
Changing the chart area background
The chart area is the area surrounding the chart graphic, including the
(optional) main title and key.
1) Double-click the chart so that it is enclosed by a gray border.
2) Choose Format > Chart Area.
3) On the Chart Area dialog (Figure 63), choose the desired format
settings.
On the Area tab, you can change the color, or choose a hatch pattern,
bitmap or some preset gradients. Click on the drop-down box to see
the options. Patterns are probably more useful than color if you have to
print out your chart in black and white.
You can also use the Transparency tab to change the area’s
transparency. If you used a preset gradient from the Area tab, you can
see the different parameters of which it is composed.
86OpenOffice.org 3.x Calc Guide
Figure 63: Chart Area dialog
Changing the chart graphic background
The chart wall is the area that contains the chart graphic.
1) Double-click the chart so that it is enclosed by a gray border.
2) Choose Format > Chart Wall. The Chart Wall dialog has the
same formatting options as described in “Changing the chart area
background” above.
3) Choose your settings and click OK.
Changing colors
If you need a different color scheme from the default for the charts in
all your documents, go to Tools > Options > Charts > Default Colors, which has a much wider range of colors to choose from.
Changes made in this dialog affect the default chart colors for any
chart you make in future.
Formatting 3D charts
Use Format > 3D View to fine tune 3D charts. The 3D View dialog has
three pages, where you can change the perspective of the chart,
whether the chart uses the simple or realistic schemes, or your own
custom scheme, and the illumination which controls where the
shadows will fall.
Chapter 3 Creating Charts and Graphs87
Rotation and perspective
To rotate a 3D chart or view it in perspective, enter the required values
on the Perspective page of the 3D View dialog. You can also rotate 3D
charts interactively; see page 90.
Figure 64: Rotating a chart
Some hints for using the Perspective page:
•Set all angles to 0 for a front view of the chart. Pie charts and
donut charts are shown as circles.
•With Right-angled axes enabled, you can rotate the chart contents
only in the X and Y direction; that is, parallel to the chart borders.
•An x value of 90, with y and z set to 0, provides a view from the
top of the chart. With x set to –90, the view is from the bottom of
the chart.
•The rotations are applied in the following order: x first, then y,
and z last.
•When shading is enabled and you rotate a chart, the lights are
rotated as if they are fixed to the chart.
•The rotation axes always relate to the page, not to the chart’s
axes. This is different from some other chart programs.
•Select the Perspective option to view the chart in central
perspective as through a camera lens instead of using a parallel
projection.
Set the focus length with the spin button or type a number in the
box. 100% gives a perspective view where a far edge in the chart
looks approximately half as big as a near edge.
88OpenOffice.org 3.x Calc Guide
Appearance
Use the Appearance page to modify some aspects of a 3D chart’s
appearance.
Figure 65: Modifying appearance of 3D chart
Select a scheme from the list box. When you select a scheme, the
options and the light sources are set accordingly. If you select or
deselect a combination of options that is not given by the Realistic or
Simple schemes, you create a Custom scheme.
Select Shading to use the Gouraud method for rendering the surface.
Otherwise, a flat method is used. The flat method sets a single color
and brightness for each polygon. The edges are visible, soft gradients
and spot lights are not possible. The Gouraud method applies gradients
for a smoother, more realistic look. Refer to the Draw Guide for more
details on shading.
Select Object Borders to draw lines along the edges.
Select Rounded Edges to smooth the edges of box shapes. In some
cases this option is not available.
Illumination
Use the Illumination page (Figure 66) to set the light sources for the
3D view. Refer to the Draw Guide for more details on setting the
illumination.
Click any of the eight buttons to switch a directed light source on or
off. By default, the second light source is switched on. It is the first of
Chapter 3 Creating Charts and Graphs89
seven normal, uniform light sources. The first light source projects a
specular light with highlights.
For the selected light source, you can then choose a color and intensity
in the list just below the eight buttons. The brightness values of all
lights are added, so use dark colors when you enable multiple lights.
Figure 66: Setting the illumination
Each light source always points at the middle of the object initially. To
change the position of the light source, use the small preview inside
this page. It has two sliders to set the vertical and horizontal position
of the selected light source.
The button in the corner of the small preview switches the internal
illumination model between a sphere and a cube.
Use the Ambient light list to define the ambient light which shines with
a uniform intensity from all directions.
Rotating 3D charts interactively
In addition to using the Perspective page of the 3D View dialog to
rotate 3D charts, you can also rotate them interactively.
Select the Chart Wall, then hover the mouse pointer over a corner
handle or the rotation symbol found somewhere on the chart. The
cursor changes to a rotation icon.
Press and hold the left mouse button and drag the corner in the
direction you wish. A dashed outline of the chart is visible while you
drag, to help you see how the result will look.
90OpenOffice.org 3.x Calc Guide
Formatting the chart elements
Depending on the purpose of your document, for example a screen
presentation or a printed document for a black and white publication,
you might wish to use more detailed control over the different chart
elements to give you what you need.
To format an element, left-click on the element that you wish to
change, for example one of the axes. The element will be highlighted
with green squares. Then, right-click and choose an item from the
context menu. Each chart element has its own selection of items. In the
next few sections we explore some of the options.
Formatting axes and inserting grids
Sometimes you need to have a special scale for one of the axes of your
chart, or you need smaller grid intervals, or you want to change the
formating of the labels on the axis. After highlighting the axis you wish
to change, right-click and choose one of the items from the pop-up
menu.
Choosing Format Axis opens the dialog shown in (Figure 67). On the
Scale tab, you can choose a logarithmic or linear scale (default), how
many marks you need on the line, where the marks are to appear, and
the increments (intervals) of the scale. You must first deselect the
Automatic option in order to modify the value for any scale.
On the Label tab (Figure 68), you can choose whether to show or hide
the labels and how to handle them when they won’t all fit neatly into
one row (for example, if the words are too long).
Not shown here are the tab with options for choosing a font,
formatting the lines, and positioning the elements of the line and
interval marks.
Figure 67: Formatting axis scales
Chapter 3 Creating Charts and Graphs91
Figure 68: Formatting axis labels
Formating data labels
You can choose properties for the labels of the data series. Carefully
click on the chart element, then right-click and choose the property
you want to change. This opens a dialog with several tabs where you
can change the color of the label text, the size of the font, and other
attributes. The Label tab is shown in Figure 68.
On the Data Labels tab, you can choose whether to:
•Show the labels as text
•Show numeric values as a percentage or a number
•Include the legend box as part of the label
These choices are the same as those shown in Figure 60 on page 81.
The text for labels is taken from the column labels and it cannot be
changed here. If the text needs to be abbreviated, or if it did not label
your graph as you were expecting, you need to change it in the original
data table.
Choosing and formatting symbols
In line and scatter charts the symbols representing the points can be
changed to a different symbol shape or color through the object
properties dialog. Select the data series you wish to change, rightclick, and choose Format > Data Series from the context menu.
On the Line tab of the Data Series dialog, in the Icon section, choose
from the drop-down list Select > Symbols. Here you can choose no
symbol, a symbol from an inbuilt selection, a more exciting range from
92OpenOffice.org 3.x Calc Guide
the gallery, or if you have pictures you need to use instead, you can
insert them using Select > From file.
Figure 69: Symbol selection
Resizing and moving the chart
You can resize or move all elements of a chart at the same time, in two
ways: interactively, or by using the Position and Size dialog. You may
wish to use a combination of both methods: interactive for quick and
easy change, then the dialog for precise sizing and positioning.
To resize a chart interactively:
1) Click once on the chart to select it. Green sizing handles appear
around the chart.
2) To increase or decrease the size of the chart, click and drag one
of the markers in one of the four corners of the chart. To maintain
the correct ratio of the sides, hold the Shift key down while you
click and drag.
To move a chart interactively:
1) Click on the chart to select it. Green sizing handles appear around
the chart.
2) Hover the mouse pointer anywhere over the chart. When it
changes to the move icon, click and drag the chart to its new
location.
3) Release the mouse button when the element is in the desired
position.
Chapter 3 Creating Charts and Graphs93
Using the Position and Size dialog
To resize or move a chart using the Position and Size dialog:
1) Click on the chart to select it. Green sizing handles appear around
the chart.
2) Right-click and choose Position and Size from the pop-up menu.
3) Make your choices on this dialog.
Figure 70: Defining the position and size of an object
Position is defined as an X,Y coordinate relative to a fixed point (the
base point), typically located at the upper left of the document. You can
temporarily change this base point to make positioning or
dimensioning simpler (click on the spot corresponding to the location
of the base point in either of the two selection windows on the right
side of the dialog—upper for positioning or lower for dimensioning).
The possible base point positions correspond to the handles on the
selection frame plus a central point. The change in position lasts only
as long as you have the dialog open; when you close this dialog, Calc
resets the base point to the standard position.
Tip
The Keep ratio option is very useful. Select it to keep the ratio
of width to height fixed while you change the size of an object.
Either or both the size and position can be protected so that they
cannot be accidentally changed. Select the appropriate options.
94OpenOffice.org 3.x Calc Guide
Tip
If you cannot move an object, check to see if its position is
protected.
Gallery of chart types
Its important to remember that while your data can be presented with
a number of different charts, the message you want to convey to your
audience dictates the chart you ultimately use. The following sections
present examples of the types of charts that Calc provides, with some
of the tweaks that each sort can have and some notes as to what
purpose you might have for that chart type. For details, see the Help.
Column charts
Column charts are commonly used for data that shows trends over
time. They are best for charts that have a relatively small number of
data points. (For large time series a line chart would be better.) It is
the default chart type, as it is one of the most useful charts and the
easiest to understand.
Bar charts
Figure 71: Three bar graph treatments.
Bar charts are excellent for giving an immediate visual impact for data
comparison in cases when time is not an important factor, for example,
when comparing the popularity of a few products in a marketplace.
•The first chart is achieved quite simply by using the chart wizard
with Insert > Grids, deselecting y-axis, and using Insert >
Mean Value Lines.
Chapter 3 Creating Charts and Graphs95
•The second chart is the 3D option in the chart wizard with a
simple border and the 3D chart area twisted around.
•The third chart is an attempt to get rid of the legend and put
labels showing the names of the companies on the axis instead.
We also changed the colors to a hatch pattern.
Pie charts
Pie charts are excellent when you need to compare proportions. For
example, comparisons of departmental spending: what the department
spent on different items or what different departments spent. They
work best with smaller numbers of values, about half a dozen; more
than this and the visual impact begins to fade.
As the Chart Wizard guesses the series that you wish to include in your
pie chart, you might need to adjust this initially on the Wizard’s Data
Ranges page if you know you want a pie chart,or by using the Format > Data Ranges > Data Series dialog.
You can do some interesting things with a pie chart, especially if you
make it into a 3D chart. It can then be tilted, given shadows, and
generally turned into a work of art. Just don’t clutter it so much that
your message is lost, and be careful that tilting does not distort the
relatively size of the segments.
You can choose in the Chart Wizard to explode the pie chart, but this is
an all or nothing option. If your aim is to accentuate one piece of the
pie, you can separate out one piece by carefully highlighting it after
you have finished with the Chart Wizard, and dragging it out of the
group. When you do this you might need to enlarge the chart area
again to regain the original size of the pieces.
Figure 72: Pie charts
The effects achieved in Figure 72 are explained below:
•2D pie chart with one part of the pie exploded: Choose Insert >
Legend and deselect the Display legend box. Choose Insert >
96OpenOffice.org 3.x Calc Guide
Data Labels and choose Show value as number. Then carefully
select the piece you wish to highlight, move the cursor to the
edge of the piece and click (the piece will have nine green
highlight squares to mark it), and then drag it out from the rest of
the pieces. The pieces will decrease in size, so you need to
highlight the chart wall and drag it at a corner to increase the
size.
3D pie chart with realistic schema and illumination: Choose
Format > 3D view > Illumination where you can change the
direction of the light, the color of the ambient light, and the depth
of the shade. We also adjusted the 3D angle of the disc in the
Perspective dialog on the same set of tabs.
The chart updates as you make changes, so you can immediately
see the effects.
If you want to separate out one of the pieces, click on it carefully;
you should see a wire frame highlight. Drag it out with the mouse
and then, if necessary, increase the size of the chart wall.
•3D pie chart with different fill effects in each portion of the pie:
Choose Insert > Data labels and select show value as percentage. Then carefully select each of the pieces so that it has
a wire frame highlight and right-click to get the object properties
dialog; choose the Area tab. For one we chose a bitmap, for
another a gradient and for the third we used the Transparency
tab and adjusted the transparency to 50%.
Area charts
An area chart is a version of a line or column graph. It may be useful
where you wish to emphasize volume of change. Area charts have a
greater visual impact than a line chart, but the data you use will make
a difference.
Figure 73: Area charts—the good, the bad, and the ugly
Chapter 3 Creating Charts and Graphs97
As shown in Figure 73, an area chart is sometimes tricky to use. This
may be one good reason to use transparency values in an area chart.
After setting up the basic chart using the Chart Wizard, do this:
•Right-click on the Y axis and choose Delete Major Grid. As the
data overlaps, some of it is missing behind the first data series.
This is not what you want. A better solution is shown in Chart 2.
•After deselecting the Y axis grid, right-click on each data series in
turn and choose Format Data Series. On the Transparency tab,
set Transparency to 50%. The transparency makes it easy to see
the data hidden behind the first data series. Now, right-click on
the X axis and choose Format Axis. On the Label tab, choose Tile
in the Order section and set the Text orientation to 55 degrees.
This places the long labels at an angle.
•To create the third variation, after doing the steps above, right-
click and choose Chart Type. Choose the 3D Look option and
select Realistic from the drop-down list. We also twisted the
chart area around and gave the chart wall a picture of the sky. As
you can see, the legend turns into labels on the z-axis. But overall,
though it is visually more appealing, it is more difficult to see the
point you are trying to make with the data.
Other ways of visualizing the same data series are represented by the
stacked area chart or the percentage stacked area chart. The first does
what it says: each number of each series is added to the others so that
it shows an overall volume but not a comparison of the data. The
percentage stacked chart shows each value in the series as a part of
the whole. For example in June all three values are added together and
that number represents 100%. The individual values are a percentage
of that. Many charts have varieties which have this option.
Figure 74: Stacked and percentage stacked area charts
98OpenOffice.org 3.x Calc Guide
Line charts
A line chart is a time series with a progression. It is ideal for raw data,
and useful for charts with plentiful data that show trends or changes
over time where you want to emphasize continuity. On line charts, the
x-axis is ideal to represent time series data.
Things to do with lines: thicken them, make them 3D, smooth the
contours, just use points.
3D lines confuse the viewer, so just using a thicker line often works
better.
Figure 75: Line charts
Scatter or XY charts
Scatter charts are great for visualizing data that you have not had time
to analyze, and they may be the best for data when you have a constant
value against which to compare the data; for example, weather data,
reactions under different acidity levels, conditions at altitude, or any
data which matches two series of numeric data. In contrast to line
charts, the x-axis are the left to right labels, which usually indicate a
time series.
Scatter charts may surprise those unfamiliar with how they work.
While constructing the chart, if you choose Data Range > Data series in rows, the first row of data represents the x-axis. The rest of
the rows of data are then compared against the first row data. Figure
76 shows a comparison of three currencies with the Japanese Yen.
Even though the table presents the monthly series, the chart does not.
In fact the Japanese Yen does not appear; it is merely used as the
constant series that all the other data series are compared against.
Chapter 3 Creating Charts and Graphs99
Figure 76: A particularly volatile time in the world currency market.
Bubble charts
A bubble chart is a variation of a scatter chart in which the data points
are replaced with bubbles. It shows the relations of three variables in
two dimensions. Two variables are used for the position on the X-axis
and Y-axis, while the third is shown as the relative size of each bubble.
One or more data series can be included in a single chart.
Bubble charts are often used to present financial data. The data series
dialog for a bubble chart has an entry to define the data range for the
bubbles and their sizes.
Figure 77: Bubble chart showing three data series
100OpenOffice.org 3.x Calc Guide
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