Spreadsheet Productivity Session Roger Grinde, Ph.D

Spreadsheet Spreadsheet Productivity SessionProductivity Session

Roger Grinde, Ph.D.Roger Grinde, Ph.D.

OutlineOutline

Online InformationOnline Information Quick TipsQuick Tips Add-Ins General IssuesAdd-Ins General Issues Useful FunctionsUseful Functions Advanced FeaturesAdvanced Features Excel Issues To Date, Individual-Excel Issues To Date, Individual-

Specific IssuesSpecific Issues

Online InformationOnline Information

http://pubpages.unh.edu/~rbg/http://pubpages.unh.edu/~rbg/blackboard/general_excel_links.htmlblackboard/general_excel_links.html

Quick TipsQuick Tips Keyboard shortcuts: Keyboard shortcuts:

Valuable_Keyboard_Shortcuts_02.pdfValuable_Keyboard_Shortcuts_02.pdf Format PainterFormat Painter Pasting Excel excerpt into Word or PowerPointPasting Excel excerpt into Word or PowerPoint

– Paste SpecialPaste SpecialMetafile preserves true look of Metafile preserves true look of spreadsheetspreadsheet

– Paste usually pastes as a Word tablePaste usually pastes as a Word table– Paste link can preserve the linkage between the Paste link can preserve the linkage between the

documentsdocuments Moving formulasMoving formulas

– Use Cut and Paste, not Copy and PasteUse Cut and Paste, not Copy and Paste– This preserves cell references properlyThis preserves cell references properly

Add-Ins General IssuesAdd-Ins General Issues

SolverSolver Crystal BallCrystal Ball Sensitivity ToolkitSensitivity Toolkit Data AnalysisData Analysis Documentation ToolsDocumentation Tools Managing Add-Ins: ToolsManaging Add-Ins: ToolsAdd InsAdd Ins

– Don’t open more than you need. Don’t open more than you need. Sometimes add-ins can conflict with one Sometimes add-ins can conflict with one another.another.

Useful FunctionsUseful Functions Mathematical FunctionsMathematical Functions

– ABS, INT, ROUND, ROUNDUP, ROUNDDOWNABS, INT, ROUND, ROUNDUP, ROUNDDOWN– EXP, LN, LOG10, PIEXP, LN, LOG10, PI– SUM, SUM, SUMIFSUMIF, , SUMPRODUCTSUMPRODUCT

Logical FunctionsLogical Functions– IF, ANDIF, AND

Statistical FunctionsStatistical Functions– AVERAGE, STDEV, MIN, MAX, MODE, MEDIAN, LARGE, SMALLAVERAGE, STDEV, MIN, MAX, MODE, MEDIAN, LARGE, SMALL– COUNT, COUNT, COUNTIFCOUNTIF– RANK, PERCENTILE, PERCENTRANKRANK, PERCENTILE, PERCENTRANK– FREQUENCY, NORMDIST, NORMINV, NORMSDIST, NORMSINVFREQUENCY, NORMDIST, NORMINV, NORMSDIST, NORMSINV– SLOPE, INTERCEPT, RSQ, CORRELSLOPE, INTERCEPT, RSQ, CORREL

Financial functionsFinancial functions– PMT, PV, NPV, IRR, XNPV, XIRRPMT, PV, NPV, IRR, XNPV, XIRR

Lookup & Reference FunctionsLookup & Reference Functions– VLOOKUPVLOOKUP, HLOOKUP, , HLOOKUP, MATCH, INDEXMATCH, INDEX– TRANSPOSE, TRANSPOSE, HYPERLINKHYPERLINK

Text FunctionsText Functions– CONCATENATECONCATENATE

““Advanced” FeaturesAdvanced” Features

Conditional FormattingConditional Formatting Range namesRange names Sorting, Auto Filter & Pivot TableSorting, Auto Filter & Pivot Table Data ValidationData Validation Protection: Workbook, Worksheet, Protection: Workbook, Worksheet,

CellCell Controls: Scroll Boxes, Spinners, etc.Controls: Scroll Boxes, Spinners, etc. Macros & VBAMacros & VBA

Demonstration & ExperimentationDemonstration & Experimentation

EXA_2.xlsEXA_2.xls– SUMPRODUCT, MATCH, INDEXSUMPRODUCT, MATCH, INDEX– Range NamesRange Names– Format PainterFormat Painter– Conditional FormattingConditional Formatting– IF functions to inform user of eventsIF functions to inform user of events

Demo & Experimentation (cont)Demo & Experimentation (cont)

SPSS data.SPSS data.xlsxls– AutoFilter, Pivot TableAutoFilter, Pivot Table– COUNTIF, SUMIFCOUNTIF, SUMIF– RANK, PERCENTILE, PERCENTRANKRANK, PERCENTILE, PERCENTRANK

Demo & Experimentation (cont)Demo & Experimentation (cont)

Atlas_SES_RBG_demo.Atlas_SES_RBG_demo.xlsxls– Scroll Bars, Spinners, Check BoxesScroll Bars, Spinners, Check Boxes– Range Name (for single value)Range Name (for single value)

Road Trip Model.xlsRoad Trip Model.xls– Check Boxes, Combo BoxesCheck Boxes, Combo Boxes– Decision Support SystemDecision Support System

Demo & Experimentation (cont)Demo & Experimentation (cont)

Data Retriever.Data Retriever.xlsxls– Getting data from web (best-case Getting data from web (best-case

situation)situation)– Data validationData validation– Static HyperlinksStatic Hyperlinks– Dynamic Hyperlinks (HYPERLINK Dynamic Hyperlinks (HYPERLINK

function)function)– CONCATENATE functionCONCATENATE function– SortingSorting

Visual Basic for Applications (VBA)Visual Basic for Applications (VBA)

Reference SheetReference Sheet Simple Macros.xlsSimple Macros.xls Forecasting Functions.xls (Function Forecasting Functions.xls (Function

Macros)Macros) Docmentation Macros Add-InDocmentation Macros Add-In

– Password to unlock: docmac1203Password to unlock: docmac1203

VLOOKUP FunctionVLOOKUP Function

TaxLookup.xlsTaxLookup.xls

Excel & Content Issues to DateExcel & Content Issues to Date

Data Tables: CarLoan.xlsData Tables: CarLoan.xls NPVNPV Sensitivity AnalysisSensitivity Analysis OtherOther