Extended Learning Module D Decision Analysis With Spreadsheet Software

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Extended Learning Module DExtended Learning Module D

Decision Analysis With Decision Analysis With Spreadsheet SoftwareSpreadsheet Software

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Overview of Module DOverview of Module D

ListsLists Basic AutoFilterBasic AutoFilter Custom AutoFilterCustom AutoFilter Conditional FormattingConditional Formatting Pivot TablesPivot Tables Back to Decision SupportBack to Decision Support

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IntroductionIntroduction

Connect to the Web site that supports Connect to the Web site that supports this text (this text (www.mhhe.com/haagwww.mhhe.com/haag and and select XLM/D). select XLM/D).

Download the file called Download the file called XLMD_Customer.xls. XLMD_Customer.xls.

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ListsLists

ListList - - a collection of information arranged a collection of information arranged in columns and rows in which each in columns and rows in which each column displays one particular type of column displays one particular type of information. information.

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ListsLists

Each column has only one type of information.Each column has only one type of information.

The first row in the list contains the labels or The first row in the list contains the labels or column headings.column headings.

The list does not contain any blank rows.The list does not contain any blank rows.

The list is bordered on all four sides by blank The list is bordered on all four sides by blank rows and blank columns.rows and blank columns.

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ListsLists List definition table - List definition table - a description of a list by a description of a list by

column. column.

The columns of information in Figure D.2 include:The columns of information in Figure D.2 include: CUST IDCUST ID – a unique ID for each customer – a unique ID for each customer REGIONREGION – the region in which the customer lives – the region in which the customer lives RENT VS. OWNRENT VS. OWN – whether the customer rents or owns a – whether the customer rents or owns a

homehome NUM HOUSEHOLDNUM HOUSEHOLD – number of family members – number of family members ANNUAL INCOMEANNUAL INCOME – total combined annual income – total combined annual income TOTAL PURCHASESTOTAL PURCHASES – dollar total of all purchases made – dollar total of all purchases made

by the customer within the last six monthsby the customer within the last six months NUM PURCHASESNUM PURCHASES – count of all purchase made by the – count of all purchase made by the

customer within the last six months.customer within the last six months.

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ListsLists

Column headings

Each column has only one type of information.

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Basic AutoFilterBasic AutoFilter

AutoFilter functionAutoFilter function - filters a list and allows you - filters a list and allows you to hide all the rows in a list except those that to hide all the rows in a list except those that match criteria you specify. match criteria you specify.

To use AutoFilter:To use AutoFilter: Click in any cell in the list.Click in any cell in the list. Click on Click on DataData, point at , point at FilterFilter, and click on , and click on AutoFilter.AutoFilter. Click on a list arrow box and choose filtering.Click on a list arrow box and choose filtering.

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Basic AutoFilterBasic AutoFilter

Shows only customers in the North REGION.

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Basic AutoFilterBasic AutoFilter

You can filter on multiple columns.You can filter on multiple columns.

Customers in the North REGION who own a home with only 1 household member.

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Custom AutoFilterCustom AutoFilter

Custom AutoFilter functionCustom AutoFilter function - allows you to hide all - allows you to hide all the rows in a list except those that match criteria, the rows in a list except those that match criteria, besides “is equal to,” you specify. besides “is equal to,” you specify.

To perform Custom AutoFilter, click on To perform Custom AutoFilter, click on (Custom…)(Custom…) in in list arrow box.list arrow box.

To see all customers who have at least 4 people in To see all customers who have at least 4 people in their household, perform the steps on the following their household, perform the steps on the following slides.slides.

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Custom AutoFilterCustom AutoFilter

Select Select (Custom…)(Custom…) from list arrow box for from list arrow box for NUM HOUSEHOLD.NUM HOUSEHOLD.

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Custom AutoFilterCustom AutoFilter

You will then see a You will then see a Custom AutoFilter Custom AutoFilter box.box.

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Custom AutoFilterCustom AutoFilter

In top-left entry box, In top-left entry box, click on the pull-down click on the pull-down arrow and click on arrow and click on is is greater than.greater than.

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Custom AutoFilterCustom AutoFilter

In top-right entry box, In top-right entry box, click on the pull down click on the pull down arrow and click on arrow and click on 3.3.

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Custom AutoFilterCustom AutoFilter

Only customers with more than four people in their households.

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Custom AutoFilterCustom AutoFilter

You can also use “and” and “or” with You can also use “and” and “or” with Custom AutoFilter.Custom AutoFilter.

What customers have spent less than $20 What customers have spent less than $20 or more than $100 in the past six months?or more than $100 in the past six months?

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Custom AutoFilterCustom AutoFilter

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Custom AutoFilterCustom AutoFilter

Only customers who have spent less than $20 or more than $100

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Conditional FormattingConditional Formatting

Conditional formattingConditional formatting - highlights - highlights the information in a cell that meets the information in a cell that meets some criteria you specify.some criteria you specify.

To conditionally format in red all To conditionally format in red all TOTAL TOTAL PURCHASESPURCHASES greater than $100, greater than $100, perform the steps on the following slides.perform the steps on the following slides.

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Conditional FormattingConditional Formatting

Select entire Select entire TOTAL TOTAL PURCHASESPURCHASES column.column.

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Conditional FormattingConditional Formatting

Click on Click on FormatFormat and and then then Conditional Conditional Formatting.Formatting.

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Conditional FormattingConditional Formatting

Pull down arrow for the field second from the left and click Pull down arrow for the field second from the left and click on the on the greater than.greater than.

In the field on the right, enter In the field on the right, enter 100.100.

Click on Click on Format.Format.

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Conditional FormattingConditional Formatting

Click on Patterns tab.Click on Patterns tab.

Choose the color red.Choose the color red.

Click on Click on OkOk (twice). (twice).

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Conditional FormattingConditional Formatting

Only customers whose number of employees exceeds 100 are highlighted in red.

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Pivot TablesPivot Tables

Pivot tablePivot table - - enables you to enables you to group and group and summarize summarize information. information.

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Pivot TablesPivot Tables

To create a pivot table, perform the To create a pivot table, perform the following steps:following steps: Click on Click on DataData and then and then PivotTable and PivotTable and

PivotChart Report.PivotChart Report. In Step 1 of 3, click on In Step 1 of 3, click on Next.Next. In Step 2 of 3, click on In Step 2 of 3, click on Next.Next. In Step 3 of 3, click on In Step 3 of 3, click on Finish.Finish.

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Pivot TablesPivot Tables

First, from the menu First, from the menu bar, click on bar, click on Data Data and and then then PivotTable and PivotTable and PivotChart Report.PivotChart Report.

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Pivot TablesPivot Tables

Second, click on Second, click on NextNext in the Step 1 of 3 box.in the Step 1 of 3 box.

Assumes pivot table Assumes pivot table will come from a list.will come from a list.

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Pivot TablesPivot Tables

Third, click on Third, click on NextNext in the Step 2 of 3 box. in the Step 2 of 3 box.

This defaults to the entire list.This defaults to the entire list.

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Pivot TablesPivot Tables

Fourth, click on Fourth, click on FinishFinish in the Step 3 of 3 box. in the Step 3 of 3 box.

This places the pivot table in a new worksheet.This places the pivot table in a new worksheet.

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Pivot TablesPivot Tables

You will then You will then see a skeletal see a skeletal structure of a structure of a pivot table.pivot table.

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Pivot TablesPivot Tables

We want to build a pivot table just the like the We want to build a pivot table just the like the one in Figure D.1 on page 225.one in Figure D.1 on page 225.

It shows number of customers by It shows number of customers by REGIONREGION and and RENT VS OWN.RENT VS OWN.

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Pivot TablesPivot Tables

From Pivot Table Field List box:From Pivot Table Field List box: Drag Drag REGIONREGION and drop it into “Drop Row and drop it into “Drop Row

Fields Here.”Fields Here.” Drag Drag RENT VS OWNRENT VS OWN and drop it into “Drop and drop it into “Drop

Column Fields Here.”Column Fields Here.” Drag Drag CUST IDCUST ID and drop it into “Drop Data and drop it into “Drop Data

Items Here.”Items Here.”

Result is shown on next slide.Result is shown on next slide.

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Pivot TablesPivot Tables

Drag and drop CUST ID here.

Drag and drop REGION here.

Drag and drop RENT VS. OWN here.

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Pivot TablesPivot Tables

The default aggregation is by summing, The default aggregation is by summing, not what we want.not what we want.

To change to counting of To change to counting of CUST IDCUST ID, , perform the steps on the following slides.perform the steps on the following slides.

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Pivot TablesPivot Tables

Click on the Click on the Field Field SettingsSettings button in the button in the Pivot Table toolbar.Pivot Table toolbar.

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Pivot TablesPivot Tables

Click on Click on Count Count in in Summarize bySummarize by::

Click on Click on OK.OK.

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Pivot TablesPivot Tables

Now, the pivot table counts the number of customers.

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Pivot TablesPivot Tables

You can add as many pieces of You can add as many pieces of information to a pivot table as you want.information to a pivot table as you want.

We added We added TOTAL PURCHASESTOTAL PURCHASES in Figure in Figure D.13. (p. 238)D.13. (p. 238)

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Pivot TablesPivot Tables

Drag and drop TOTAL PURCHASES here to obtain a summary of another dimension of information.

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BACK TO DECISION SUPPORTBACK TO DECISION SUPPORT

AutoFilter - helps you quickly create a view of a partial list of information.

Conditional Formatting - maintains the view of the entire list of information but highlights key pieces of information that you may be looking for.

Pivot table - helps you quickly aggregate or summarize information by dimension.

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Summary Summary Student Learning Outcomes Student Learning Outcomes

1. Define a list and list definition table within the context of spreadsheet software and describe the importance of each.

2. Compare and contrast the AutoFilter function and Custom AutoFilter function in spreadsheet software.

3. Describe the purpose of using conditional formatting.

4. Define a pivot table and describe how you can use it to view summarized information by dimension.