Pocket Excel Help

# Overview of Excel Mobile

Not only can you edit Excel workbooks and templates created on your PC, you can create and edit workbooks and templates on your device with Excel Mobile.

- View, edit, and create charts and graphs, which can be embedded as objects in a worksheet or placed on a separate worksheet.
- Enter formulas and functions, and then filter data to see the subset of information you want.
- Split panes to view different parts of a worksheet at the same time.
- Freeze the top and left-most panes in a worksheet to keep row and column labels or other data visible as you scroll through a sheet.

When you close a newly created workbook, it is automatically named and placed in the Excel Mobile workbook list. You can easily rename the workbook with a more meaningful name and move it to another folder or a storage card.

Tips

Work in full-screen mode to see as much of your workbook as possible.

Tap View > Zoom and select a percentage so that you can easily read the worksheet.

#### See also

Create a chart

# Adjust column widths and row heights

1. In an Excel Mobile workbook, select the column or row you want to change.
2. Then do one or both of the following:
   - If you selected a column or columns, adjust the width by dragging the right border of the column heading.
   - If you selected a row or rows, adjust the height by dragging the lower border in the row heading.

Tip

To specify an exact column width and row height, tap and hold the column or row, tap Format Cells and enter the measurements on the Size tab.

#### See also

Apply cell borders

Fit rows and columns to data

# Automatically calculate values

You can quickly calculate the largest number, smallest number, average number, and sum of the numbers in a selected range of values.

1. In an Excel Mobile workbook, tap View > Status Bar.
2. Select the range of values you want to calculate.

   The AutoCalculate area, on the right side of the status bar, contains a function and a value, for example: SUM=0.

3. Tap the AutoCalculate arrow and tap the type of calculation you want to perform.

   The result appears in the AutoCalculate area.

#### See also

Enter a formula

Automatically add values

# Automatically enter a sequence of values

1. In an Excel Mobile workbook, select both the range containing the data you want to reference and the adjacent destination cells.
2. Tap Menu > Edit > Fill.
3. In Direction, tap the direction you want.
4. In Fill type, tap Series.
5. In Series type, tap the type of series you want, Autofill, Date, or Number.
6. If you selected Date or Number, in Step value, select the increment you want.
7. Tap OK.

Note

With Autofill you can quickly fill cells with repetitive data such as numbers or repeated text. Autofill takes the content of the first cell in the selected row or column and copies it down or across the rest of the selection.

Tip

To preserve memory, Fill is limited to an area of 127 rows by 31 columns. To copy information into more rows or columns, reduce the amount of information copied at one time and perform the fill procedure multiple times.

#### See also

Copy and paste data

Enter a value or text in a cell

# Automatically add values

1. In an Excel Mobile workbook, tap View > Toolbar.
2. Tap the cell where you want to insert the sum of the selected values.
3. On the toolbar, tap .

   =SUM() appears in the input box at the top of the workbook.

4. Drag the stylus across the range of cells you want to add.

   The cells will not be highlighted, but the cell range in =SUM() is updated.

5. Tap ENTER on the keyboard.

   The sum appears in the selected cell.

Note

Any time you change a value in the cells you originally selected to add, the sum will be updated.

#### See also

Enter a formula

# Copy and paste data

You can copy data from one cell to another in an Excel Mobile workbook by using the Copy and Paste commands on the shortcut menu. In addition, you can do the following:

- Copy data from one set of cells to another. Select both the range containing the data that you want to copy and the adjacent destination cells. Tap Edit > Fill. From the Direction list, tap the direction you want. In the Fill type list, tap Copy.
- Paste only formulas, values, or other options. Select the cells that you want to copy. Tap and hold the selected area, and tap Copy. Select the destination cells. Tap and hold the selected area, and tap Paste.

Tip

To preserve memory, Paste is limited to an area of 127 rows by 31 columns. To copy information into more rows or columns, reduce the amount of information copied at one time and perform the copy and paste procedure multiple times.

#### See also

Enter a formula

Automatically enter a sequence of values

# Delete cells, rows, or columns

1. In an Excel Mobile workbook, select one or more cells, rows, or columns.
2. Tap and hold the selected area, and tap Delete to remove rows and columns, or Delete Cells to remove cells.
3. If you are deleting a cell or range of cells, tap one of the following:
   - Shift cells left: Deletes the selected cell, and moves all cells located right one column to the left.
   - Shift cells up: Deletes the selected cell, and moves all cells located below up one row.
   - Entire row: Deletes the entire row in which the selected cell is located, and moves all rows located below up one row.
   - Entire column: Deletes the entire column in which the selected cell is located, and moves all columns located right one column to the left.

Note

Excel Mobile keeps formulas up to date by adjusting references to the shifted cells to reflect their new locations. However, a formula that refers to a deleted cell displays the #REF! error value.

#### See also

Adjust column widths and row heights

# Enter a formula

1. In an Excel Mobile workbook, select the cell in which you want to enter a formula.
2. Begin the formula with an equal sign (=).
3. Enter values, cell references, name references, operators, and functions as appropriate.

   Example:=(B4/25)+100=Revenue-Expenses

4. Tap ENTER on the keyboard when finished entering the formula.

#### See also

Refer to a cell or range in a formula

# Enter a value or text in a cell

1. In an Excel Mobile workbook, tap the cell in which you want to enter a value or text.
2. Enter the value or text and then tap ENTER on the keyboard.

   The text is automatically left-aligned in the cell.

Note

To enter text, you may need to tap to display Input Panel.

Tip

To quickly edit cell contents, tap the cell and replace or edit the text or value. To undo an edit, tap Menu > Undo Typing in x.

#### See also

Enter a formula

Format numbers and text

# Filter data in a worksheet

1. In an Excel Mobile workbook, select a cell or range of cells that contains the type of information you want to filter.
2. Tap Menu > Tools > AutoFilter.

   A drop-down arrow appears at the top of each selected column.

3. Tap the arrow to display a list of the data in the column.
4. Select a value (filter criterion) from the list to display only rows containing that value. Tap Custom to display the Custom AutoFilter dialog box, where you can specify comparisons.
5. To further refine the displayed rows, repeat steps 3 and 4 as needed.

Note

The data in the top row of the selected cells or range of cells will not be filtered. The row should contain column headings.

Tips

To turn off AutoFilter, tap Tools > AutoFilter.

To display all rows again, tap All in the filter list in each of the selected columns.

#### See also

Sort data in a worksheet

# Fit rows and columns to data

1. In an Excel Mobile workbook, select the rows or columns you want to automatically fit to their contents.
2. Double-tap the lower border of the row heading or the right border of the column heading.

#### See also

Adjust column widths and row heights

# Format numbers and text

You can easily format numbers in an Excel Mobile workbook by assigning a numeric category such as number, currency, date, or fraction to a cell. You can also format text by changing the font type, size, or color, applying bold or italic formatting, and underlining text.

1. In an Excel Mobile workbook, select the cell or range of cells in which you want to format text.
2. Tap Menu > Format > Cells.
3. Do one of the following:
   - On the Number tab, select a numeric category and then specify the related formatting options.
   - On the Font tab, select the desired text formatting options.
4. Tap OK.

#### See also

Apply cell borders

Position data in a cell

# Go to a cell or region

1. In an Excel Mobile workbook, tap Menu > Edit > Go To.
2. Do one of the following:
   - To go to a specific cell, enter the cell reference, for example: C4. If the cell has a defined name, you can enter the name instead of the reference.
   - To go to the currently selected cell or region, tap Current region.
3. Tap OK.

Note

The current region is defined as the block of filled-in cells that includes the currently selected cell or cells. The region extends in all directions to the first empty row or column.

Tip

To go to a specific cell, you can also enter the cell reference in the name box and then tap Enter.

#### See also

Enter a value or text in a cell

Name a cell or range

# Hide and display rows and columns

- In an Excel Mobile workbook, do any of the following:
  - To hide a row or column, tap a cell in the row or column you want to hide. Tap Menu > Format > Row or Column, and tap Hide.
  - To display a hidden row or column, select the cells which span the missing row or column, and then tap Menu > Format > Row or Column, and tap Unhide.

#### See also

Adjust the view of a worksheet

# Insert a function

1. In an Excel Mobile workbook, tap Menu > Insert > Function.
2. In the Category list, tap a function category.
3. In the Function list, tap a function.
4. Tap OK.

Tip

To learn about a function, review the information provided in the description area below the Function list.

#### See also

Enter a formula

Enter a value or text in a cell

Insert a symbol

# Insert cells, rows, and columns

1. In an Excel Mobile workbook, select the location where you want to insert cells, rows, or columns.
2. Tap and hold the selected area, and tap Insert to add rows and columns, or Insert Cells to add cells.
3. Select how you want the cells, rows, or columns inserted.
   - Shift cells right: Moves the selected cell and all cells located right one column to the right, and inserts a new cell.
   - Shift cells down: Moves the selected cell and all cells located below down one row, and inserts a new cell.
   - Entire row: Moves the entire row in which the selected cell is located and all rows located below down one row, and inserts a new row.
   - Entire column: Moves the entire column in which the selected cell is located and all columns located right one column to the right, and inserts a new column.

Note

Excel Mobile keeps formulas up to date by adjusting references to the shifted cells to reflect their new locations.

#### See also

Delete cells, rows, or columns

Enter a value or text in a cell

# Insert a symbol

1. In an Excel Mobile workbook, tap a cell and place the insertion point where you want to insert the symbol.
2. Tap Menu > Insert > Symbol.
3. Tap the symbol you want (it will be enlarged when you tap it), tap Insert, and then tap ENTER on the keyboard.

Tips

If you select a different font or subset, a different set of symbols displays.

To use Microsoft Wingdings or Microsoft Webdings that are available on your PC, connect your device to your PC and open ActiveSync. Copy the Wingdings.ttf and Webdings.ttf files from the Font folder on your PC to the My Windows Mobile Device /Windows/Fonts folder in the ActiveSync window. For more information, see ActiveSync Help on the PC.

#### See also

Enter a value or text in a cell

Enter a formula

Insert a function

Format numbers and text

# Name a cell or range

1. In an Excel Mobile workbook, select the cell or range you want to name.
2. Tap Menu > Insert > Define Name.
3. Enter the name and tap Add.
4. Tap OK.

   The name appears in the name box at the top of the worksheet.

Tips

To delete a name, tap Menu > Insert > Define Name, tap a cell name in the list, and tap Delete.

To paste the list of cell names and their locations on the worksheet, tap Paste List.

#### See also

Go to a cell or region

Refer to a cell or range in a formula

# Unsupported features in Excel Mobile

Excel workbooks created on your PC can be opened and edited on your device. However, Excel Mobile does not fully support some features such as formulas and cell comments. Some data and formatting may be lost when you save the workbook on your device. Note the following regarding these Excel Mobile formatting considerations:

- Alignment. Horizontal, vertical, and wrap text attributes remain the same, but vertical text appears horizontal.
- Borders. Appear as a single line.
- Cell patterns. Patterns applied to cells are removed.
- Fonts and font sizes. Fonts not supported by your device are mapped to the closest font available. The original font is listed on your device. When the workbook is opened in Excel on your PC again, the data is displayed in the original font.
- Number formats. Numbers formatted using the Microsoft Excel 97 conditional formatting feature are displayed in Number format.
- Formulas and functions. If an Excel file contains a function that is not supported by Excel Mobile, the function is removed, and only the returned value of the function appears. The following formulas are also converted to values: formulas entered as an array or containing an array argument, for example, =SUM({1;2;3;4}); formulas containing external link references or an intersection range reference; and formulas containing references past row 16384 are replaced with #REF!
- Protection settings. Most worksheet and workbook protection features are disabled but not removed. However, support for password protection has been removed. Workbooks that are password-protected or workbooks in which one or more worksheets are password-protected cannot be opened. You must remove the password protection in Excel on the PC and then synchronize to open the file on the device.
- Zoom settings. Are not retained. Excel supports a per worksheet zoom setting, while the Excel Mobile zoom setting is applied to the entire workbook.
- Worksheet names. Names that reference worksheets within the same workbook are displayed accurately, but names that refer to other workbooks, arrays, for example, ={1;2;3;4}, array formulas, or intersection ranges are removed from the name list. If a name is removed from the list, it is left in formulas and functions, causing those formulas to be resolved as "#NAME?" All hidden names are not hidden.
- AutoFilter settings. Are removed. However, you can use the AutoFilter command in Excel Mobile to perform similar functions. If you have an AutoFilter applied to a worksheet that causes rows to be hidden, the rows remain hidden when the file is opened in Excel Mobile. Use the Unhide command to display the hidden rows.
- Chart formatting. All charts will be saved the way they are shown in Excel Mobile. Unsupported chart types are changed to one of these supported types: Column, Bar, Line, Pie, Scatter, and Area. Background colors, gridlines, data labels, trend lines, shadows, 3D effects, secondary axes, and logarithmic scales are turned off.
- Worksheet features. The following features are not supported in Excel Mobile and are removed or modified when a workbook is opened on the device: hidden sheets are not hidden; VBA modules, macro sheets, and dialog sheets are removed and replaced with a place holder sheet; text boxes, drawing objects, pictures, lists, conditional formats, and controls are removed; pivot table data is converted to values.

#### See also

Overview of Excel Mobile

Unsupported features in Word Mobile

Synchronizing documents, workbooks, and notes

# Refer to a cell or range in a formula

1. In an Excel Mobile workbook, begin entering a formula in a cell.
2. Tap the cell or select the range to set the reference.
3. Finish entering the formula and tap ENTER on the keyboard.

Tips

To refer to a cell in another worksheet in your formula, enter the worksheet name followed by an exclamation point (!) and the cell, range, or name reference.

Example: =Sheet1!Earnings

To create a 3-D reference, in your formula, specify two or more sheets in a workbook; use a colon between the first and last worksheet names.

Example: =SUM(Sheet2:Sheet6!$A$2:$C$5)

#### See also

Enter a formula

Go to a cell or region

Name a cell or range

# Sort data in a worksheet

You can sort data in ascending order (A-Z, or 0-9) or descending order (Z to A, or 9 to 0).

1. In an Excel Mobile workbook, select the range you want to sort.
2. Tap Menu > Tools > Sort.
3. In Sort by, select the first column you want to sort on.
4. The Ascending check box is selected by default, indicating that the column will be sorted in ascending order. If you want the column sorted in descending order, tap to clear the check box.
5. Repeat steps 3 and 4 in the Then by lists for additional columns as needed.

Tip

To undo a sort, tap Menu > Undo Sort.

#### See also

Filter data in a worksheet

# Switch to another worksheet

1. In an Excel Mobile workbook, in the middle of the status bar, tap the active worksheet's name, for example: Sheet1.

   If you don't see the status bar, tap View > Status Bar.

2. In the list of worksheets, tap the sheet you want to switch to.

#### See also

Move a worksheet

Rename a worksheet

# How do I...

Set the default template

Automatically save files on a storage card

# How do I...

Enter a formula

Enter a value or text in a cell

Select a different chart type

Add titles to a chart

# How do I...

Zoom in or out

# How do I...

Insert a symbol

# How do I...

Insert a function

# How do I...

Go to a cell or region

# How do I...

Name a cell or range

# How do I...

Sort data in a worksheet

# How do I...

Automatically enter a sequence of values

# How do I...

Rename a worksheet

# How do I...

Insert a worksheet

# How do I...

Insert a worksheet

Rename a worksheet

Delete a worksheet

Move a worksheet

# How do I...

Insert cells, rows, and columns

# How do I...

Delete cells, rows, or columns

# How do I...

Adjust column widths and row heights

# How do I...

Format numbers and text

# How do I...

Format numbers and text

# How do I...

Apply cell borders

# How do I...

Position data in a cell

# How do I...

Find or replace text or data

# How do I...

Copy and paste data

# How do I...

Beam an item

Open a file

Automatically save files on a storage card

Send an item via e-mail

Move a file or note

Delete an item

Synchronizing documents, workbooks, and notes

Overview of Excel Mobile

# How do I...

Add titles to a chart

Add a legend to a chart

# How do I...

Change the scale of a chart

# How do I...

Select a different chart type

# How do I...

Add a data series

Change data series names or legend text

Change how a data series is displayed

# How do I...

Add a data series

# How do I...

Change data series names or legend text

# How do I...

Change how a data series is displayed

# Position data in a cell

1. In an Excel Mobile workbook, select the cells you want to format.
2. Tap Menu > Format > Cells.
3. On the Align tab, do any of the following:
   - To display multiple lines of text within a cell, select the Wrap text check box.
   - To align text at the top, center, or bottom of a cell, in the Vertical list, tap the option you want.
   - To align text to the left, center, or right in a cell, in the Horizontal list, tap the option you want.

#### See also

Enter a value or text in a cell

# Apply cell borders

1. In an Excel Mobile workbook, select the cells you want to add a border to.
2. Tap Menu > Format > Cells.
3. On the Borders tab, do any of the following:
   - To add cell borders, under Border, select the Outline check box to place a line all around the outside of the selected cells or select any of the check boxes to add borders to the bottom, top, or sides of the selected cell(s).
   - To apply a different border line color, tap the arrow next to Borders, and tap a color on the palette.

Tip

To fill a cell or range of cells with color, tap the arrow next to Fills and tap a color on the palette.

#### See also

Adjust the view of a worksheet

# Add titles to a chart

1. In an Excel Mobile workbook, open the chart you want to add a title to.
2. Tap Menu > Format > Chart.
3. On the Titles tab, do any of the following:
   - To add a name to the chart, in Chart, enter a name.
   - To add a name for the X or Y axis, in X Axis or Y Axis, enter a name.

#### See also

Select a different chart type

Add a legend to a chart

# Select a different chart type

You can easily change the chart type to present your data in a different way.

1. In an Excel Mobile workbook, open the chart you want to revise.
2. Tap Menu > Format > Chart.
3. On the Type tab, tap the type of chart you want, and tap OK.

#### See also

Add titles to a chart

Change the scale of a chart

# Change the scale of a chart

1. In an Excel Mobile workbook, open the chart you want to revise.
2. Tap Menu > Format > Chart.
3. On the Scale tab, do any of the following:
   - To use automatic minimum and maximum values for the axes depending on the data present in the chart, select the Auto check box.
   - To change the number at which the axis value starts and ends, type a different number in the Minimum box and Maximum box.

#### See also

Add titles to a chart

Select a different chart type

# Add a data series

You can add a data series to a chart without affecting the data on your worksheet.

1. In an Excel Mobile workbook, open the chart you want to revise.
2. Tap Menu > Format > Chart.
3. On the Series tab, tap New.
4. Enter a name and values for the series and tap OK.

Note

The name of the new series will appear in the chart legend.

#### See also

Change data series names or legend text

Add titles to a chart

# Change data series names or legend text

1. In an Excel Mobile workbook, open the chart you want to revise.
2. Tap Menu > Format > Chart.
3. On the Series tab, select a series, and tap Edit.
4. In Name, enter a new name for the data series, and tap OK.

Note

The updated series name will appear in the chart legend.

#### See also

Change how a data series is displayed

Change the data series for a chart

# Change how a data series is displayed

You can change the color and style of lines, data markers, and fills in a chart.

1. In an Excel Mobile workbook, open the chart you want to revise.
2. Tap Menu > Format > Chart.
3. On the Series tab, tap the series you want to update, and tap Patterns.
4. Select the options you want.

#### See also

Add a data series

Change data series names or legend text

# Adjust the view of a worksheet

In an Excel Mobile workbook, you can display and hide window elements such as scroll bars, view two areas of a worksheet and lock rows or columns in one area by splitting or freezing panes, and use the full screen to see as much data as possible.

- In an Excel Mobile workbook, do any of the following:
  - To display and hide window elements such as column headings and scroll bars, tap View > Show and tap the elements you want displayed or hidden.

    A check mark appears next to the element when it is visible in the workbook.

  - To lock rows and columns so they remain visible while you scroll to see the rest of your data, tap the cell where you want to freeze the panes. Then tap View > Freeze Panes. To unlock the rows or columns, tap Unfreeze Panes.
  - To split the window into two scrollable areas, tap Split and then drag the split bar to a new location. To remove the split bar, tap Remove Split.
  - To see as much data on the screen as possible, tap View > Full Screen. To return to the normal view, tap Full Screen again.
  - Zoom in on data. Tap Zoom and tap the percentage you want.

#### See also

Adjust column widths and row heights

Zoom in or out

# Insert a worksheet

An Excel Mobile workbook contains three worksheets by default. You can easily add more sheets if you need them to help organize your data.

1. In an Excel Mobile workbook, tap Menu > Format > Modify Sheets.
2. Tap Insert, enter a name for the new worksheet, and tap OK.
3. To move the new worksheet to the desired location in the workbook, tap Move Up or Move Down.
4. Tap OK to return to the workbook.

#### See also

Rename a worksheet

Move a worksheet

# Delete a worksheet

You can delete a worksheet you no longer need from your workbook.

1. In an Excel Mobile workbook, tap Menu > Format > Modify Sheets.
2. Select the worksheet you want to delete and tap Delete.
3. Tap OK to return to the workbook.

#### See also

Move a worksheet

Insert a worksheet

Rename a worksheet

# Rename a worksheet

Worksheets are named Sheet1, Sheet2, and so on, by default. You can easily rename the worksheets with meaningful names.

1. In an Excel Mobile workbook, tap Menu > Format > Modify Sheets.
2. Select the worksheet you want to rename.
3. Tap Rename, enter a name for the worksheet, and tap OK.
4. Tap OK to return to the workbook.

#### See also

Move a worksheet

Insert a worksheet

# Move a worksheet

You can easily change the order of sheets in your Excel Mobile workbook.

1. In an Excel Mobile workbook, tap Menu > Format > Modify Sheets.
2. Select the worksheet you want to move, and tap Move Up or Move Down.
3. Tap OK to return to the workbook.

#### See also

Insert a worksheet

Rename a worksheet

# How do I...

Create a chart

# How do I...

Create a chart

# How do I...

Create a chart

# How do I...

Create a chart

# How do I...

Create a chart

# Create a chart

1. In an Excel Mobile workbook, select the data you want to include in the chart.
2. Tap Menu > Insert > Chart.
3. Follow the instructions in the Chart Wizard to:
   - choose a chart type
   - confirm the data range
   - choose the data layout
   - add labels to the chart
   - insert the chart as a new sheet or as an object on the current worksheet
4. Tap Finish to create the chart.

#### See also

Add titles to a chart

Change the scale of a chart

# Change the data series for a chart

You can edit the data series from a chart without affecting the data on your worksheet.

1. In an Excel Mobile workbook, open the chart you want to revise.
2. Tap Menu > Format > Chart.
3. On the Series tab, select a series, and tap Edit.
4. In Values, edit the range for the data series, and tap OK.

   The characters in the values box reference the range of cells displayed in the chart.

#### See also

Change how a data series is displayed

Add a data series

# Add a legend to a chart

1. In an Excel Mobile workbook, open the chart you want to add a title to.
2. Tap Menu > Format > Chart.
3. On the Titles tab, select the Show Legend check box, and tap the location where you want the legend to appear.

#### See also

Select a different chart type