Manual PlanMaker - softmaker.net

1 Manual PlanMaker 1987-2018 SoftMaker Software GmbH Manual PlanMaker Contents iii Contents Welcome! 21 Technical support .. 22 About this Manual .. 23 System requirements .. 23 Installation and program startup 25 Installing under Windows .. 25 Installing under macOS .. 26 Installing under 27 Installing on an Android device .. 27 Screen elements 31 Title bar .. 31 Menu bar .. 32 Standard toolbar .. 33 Formatting toolbar .. 33 Edit toolbar .. 34 Ribbon .. 34 Document tabs .. 35 Document .. 36 Worksheet register .. 36 Status bar .. 37 PlanMaker basics 39 The structure of a spreadsheet .. 39 Moving around in a worksheet .. 41 Entering data .. 41 Deleting data .. 42 Undoing changes .. 42 Starting a new 42 Opening a document .. 43 Printing a document .. 45 Saving a document .. 45 Exiting PlanMaker .. 46 iv Contents Manual PlanMaker The PlanMaker Tour 47 Five minutes of theory.

2 47 First steps with PlanMaker .. 48 Entering values and formulas .. 49 Going three-dimensional .. 53 Changing the layout of worksheets .. 53 Charts .. 55 Outlook .. 56 Editing worksheets 57 Entering data in cells .. 60 Undoing changes .. 63 Repeating commands .. 64 Selecting cells and cell contents .. 64 Selecting in the Windows, Mac, and Linux version .. 65 Selecting in the Android version .. 67 Deleting cells and cell contents .. 68 Deleting the contents of cells .. 68 Deleting whole cells .. 69 Deleting empty rows .. 70 Deleting duplicate rows .. 71 Inserting new cells .. 71 Moving and copying cells .. 72 Pasting cells selectively .. 74 Filling cells automatically .. 79 Working with multiple worksheets .. 85 Creating new worksheets .. 86 Working with the worksheet 86 Managing worksheets .. 87 Calculating in three dimensions .. 89 Naming cell ranges .. 89 Assigning names to cell ranges.

3 90 Deleting and renaming names .. 91 Defining names automatically from the selection .. 92 Creating a list of all named ranges .. 93 Putting named ranges to use .. 93 Applying names in existing 94 Sorting cells .. 95 Transposing cells .. 97 Distributing text into multiple columns .. 98 Filtering cells by their contents .. 99 Special filter .. 99 Manual PlanMaker Contents v AutoFilter .. 102 Analyzing tables .. 104 Displaying formulas instead of results .. 105 Syntax highlighting .. 105 Watch window for cell contents .. 107 Formula auditing .. 108 Displaying the relationships between cells .. 110 Selecting the cells related to a Detecting errors in calculations .. 112 Detecting invalid data in cells .. 112 Updating tables .. 113 Inserting comments .. 114 Goal-seeking .. 115 Scenarios .. 117 Creating scenarios .. 118 Viewing scenarios .. 119 Managing 120 Merging scenarios.

4 120 Creating a scenario summary .. 121 Consolidating data .. 122 Consolidating data by position .. 123 Consolidating data by labels .. 125 Modifying and updating consolidations .. 127 Tables in tables .. 128 Creating tables in tables .. 130 Removing tables in tables .. 131 Editing tables in tables .. 132 Formatting tables in tables .. 134 Using the total row of tables in tables .. 137 Tables in tables and cell references .. 138 Freezing rows and columns .. 140 Inserting special characters .. 141 Formatting worksheets 145 Cell size .. 147 Changing cell sizes using the mouse .. 147 Changing cell sizes using menu commands .. 147 Hiding rows or columns .. 148 Number format .. 149 List of all number formats available .. 151 Working with user-defined number formats .. 154 Structure of a user-defined 156 Borders and lines .. 161 vi Contents Manual PlanMaker Shading .. 164 Alignment.

5 166 Protection .. 169 Character format .. 169 Typeface and font size .. 171 Text styles .. 171 Text color .. 173 Superscript and subscript .. 173 Letter spacing and character pitch .. 174 Kerning .. 174 Removing character formatting .. 175 Paragraph format (text frames only) .. 175 Paragraph indents (text frames only) .. 176 Line spacing (text frames only) .. 176 Paragraph alignment (text frames only) .. 178 Spacing above/below a paragraph (text frames only) .. 179 Character 179 Creating character styles .. 180 Applying character styles .. 180 Modifying character styles .. 181 The character style Normal .. 182 Creating linked character styles .. 182 Cell styles .. 183 Applying cell styles .. 184 Creating cell styles .. 184 Modifying cell styles .. 186 The cell style Normal .. 186 Document templates .. 187 Creating document templates .. 187 Using document templates .. 188 Modifying document templates.

6 188 The document template .. 188 AutoFormat .. 189 Conditional 189 Creating a new conditional formatting rule .. 190 Types of conditional formatting rules .. 191 Managing conditional formatting rules .. 195 Removing conditional formatting .. 197 Input validation .. 198 Transfer formatting .. 204 Page setup .. 205 Page format .. 206 Additional page setup options .. 207 Headers and footers .. 210 Manual PlanMaker Contents vii Page breaks .. 213 Search & replace 215 Search .. 215 Replace .. 216 Search again & replace 217 Search and replace options .. 217 Jumping to specific cell addresses .. 219 Jumping to specific contents of a table .. 220 Objects (pictures, drawings, etc.) 223 Objects basic procedures .. 223 Inserting objects .. 224 Selecting objects .. 224 Object mode .. 224 Changing position and size of objects .. 227 Rotating and flipping objects .. 227 Aligning and distributing objects.

7 228 Duplicating objects .. 229 Changing the properties of objects .. 229 Object properties, Format tab .. 229 Object properties, Filling tab .. 230 Object properties, Lines tab .. 233 Object properties, Shadow tab .. 234 Object properties, 3D tab .. 235 Object properties, Effects tab .. 236 Object properties, Properties tab .. 236 Additional tabs .. 238 Changing the default settings for objects .. 238 Objects advanced 239 Hiding objects .. 239 Changing the order of objects .. 239 Grouping objects .. 240 Charts .. 242 Text frames .. 242 Inserting text 242 Changing the properties of text frames .. 243 Pictures .. 245 Inserting pictures .. 245 Scanning pictures .. 246 Inserting pictures from the gallery (Android) .. 247 Changing the properties of picture frames .. 247 viii Contents Manual PlanMaker Using the Picture toolbar .. 249 OLE objects .. 250 Inserting OLE objects.

8 251 Editing OLE objects .. 253 Editing links to OLE objects .. 253 Changing the properties of OLE objects .. 254 Using the SoftMaker Equation Editor .. 256 Drawings .. 257 Inserting drawings .. 257 Adding text to AutoShapes .. 260 Changing the properties of drawings .. 261 AutoShapes tab (available only for AutoShapes) .. 262 Inner text tab (available only for AutoShapes with text added).. 262 Text tab (available only for TextArt objects) .. 263 Deformation tab (available only for TextArt objects).. 264 Charts 265 Inserting charts .. 266 Editing charts .. 267 Changing the chart type .. 268 Changing the arrangement of data series .. 273 Working with chart 273 Chart area .. 276 Plot area .. 277 Walls (three-dimensional charts only) .. 277 Floor (three-dimensional charts only) .. 278 Corners (three-dimensional charts only) .. 279 Data series and data points .. 279 Trend lines.

9 283 Category axis (x axis) .. 285 Value axis (y axis) .. 287 Series axis (z axis) .. 288 Gridlines .. 290 Legend .. 291 Changing common chart properties .. 292 Chart properties, Format tab .. 293 Chart properties, Properties tab .. 293 Chart properties, Chart Type tab .. 293 Chart properties, Data Source tab .. 293 Chart properties, Series 294 Chart properties, Elements tab .. 295 Chart properties, 3D View tab .. 296 Chart properties, Radar tab .. 296 Manual PlanMaker Contents ix Updating charts .. 297 Moving charts to another worksheet .. 298 Saving charts as images .. 298 Forms 301 Working with form objects .. 302 Inserting form objects .. 303 Editing form objects .. 304 Operating and evaluating form objects .. 304 Form objects and Excel macros and scripts .. 305 Form objects in detail .. 305 Checkboxes .. 305 Changing the properties of checkboxes .. 306 Radio buttons.

10 307 Changing the properties of radio buttons .. 308 Dropdowns .. 309 Changing the properties of dropdowns .. 309 Listboxes .. 310 Changing the properties of listboxes .. 310 Pushbuttons .. 312 Changing the properties of pushbuttons .. 312 Spinners .. 313 Changing the properties of spinners .. 313 Scrollbars .. 314 Changing the properties of scrollbars .. 314 Labels and groupboxes .. 315 Changing the properties of labels and groupboxes .. 316 Language tools 317 Setting up the language .. 317 Spell 318 Manual spell checking .. 318 Spell checking as you type .. 320 Editing user dictionaries .. 320 321 Hyphenation in text frames .. 322 Hyphenation in table cells .. 323 324 Creating SmartText entries .. 324 Inserting SmartText entries .. 326 Editing SmartText entries .. 326 x Contents Manual PlanMaker Managing documents 329 Quick paths .. 329 Defining quick paths .. 330 Using quick paths.