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Excel Tutorials(MS Excel 2003)

Excel Basics Data Analysis Solver XLSim Tornado Diagram

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Excel Basics

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Excel tutorial: Excel Information

• Excel training offered by University Computing Service: http://www.cam.ac.uk/cs/courses/

• Excel handbooks available in JBS Computer Lab• On-Line excel tutorials:

http://www.usd.edu/trio/tut/excel/• Book available from JBS library

B.V. Liengme, A Guide to Microsoft Excel for Scientists and Engineers, Arnold Publisher, London 1997.

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Excel tutorial: Some tips

• Separate data, model (containing many formulas), and results• Ensure that you document and organize your models

properly so that others can easily understand your model and repeat your experiments in the future

• Use absolute and relative references but not use any numbers in formulas

• Ensure the model is scalable so that you can modify it easily• Validate your models carefully • Use Excel building functions such as SUMPRODUCT• Use DATA TABLE which allows you to repeatedly

evaluate a particular formula within the model while systematically varying one or two input cells on which the formula depends

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Excel tutorial: Some basic Excel functions

• FILLDOWN for editing efficiency

• RELATIVE and ABSOLUTE REFERENCE for creating formulas

• IF for logical computations

• SUM, MAX, MIN for computations

• SUMPRODUCT for scaling-free calculations

• RAND, RANDBETWEEN for simulation

• DATA TABLE for parametric calculation/simulation

• HLOOPUP, VLOOKUP for sampling

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Excel tutorial: Data Table

• Create a table with values of the parameter in one column, say A2:A101 and copy the value of the output in B1• Select/highlight the whole table A1:B101• Invoke DataData Table from Excel menu and you get a dialogue box• Select column input cell, and click the input parameter cell, and then click OK. You get the whole data table• WARNING: In order for Data Table to work, ensure that option

Automatic in ToolsOptionsCalculation is ticked.• You could have a Data Table without a parameter in simulation or a

Data Table with two parameters in a data table matrix. In the former, you need to choose an empty cell for the column input cell and in the latter, you need to correctly choose cells for both column input cell and row input cell.

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Excel Data Analysis

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Excel tutorial: Install Analysis ToolPak

• Open Excel

• Go to ToolsAdd-Ins, tick Analysis ToolPak, and then click OK

• Data Analysis will appear in your Tools menu

• You may need the computer installation CD to finish this task

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Excel tutorial: Create a histogram (frequency table)

• Open Excel with your data

• Create bins, say, 0, 2500, 5000, ..., 7500, ... arranged in a column

• Go to ToolsData Analysishistogram. You get a dialogue window

• In Input Range: Select all data area. To highlight or select a whole rectangular area (control-shift and right-arrow to populate the row, control-shift and down-arrow to populate the column)

• In Bin Range: Select the bin range

• Output options: Select new workbook and chart output for charts too

• Click OK

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Excel Solver

• Open Excel• Install Solver:

Tools->Add-Ins->Solver Add-In->OK You will see Solver in Tools menu

Excel tutorial: Install Solver

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• Arrange data

• Allocate Change Cell

• Allocate Target Cell

• Allocate Constraint Cells

• Assign proper tags

• Add proper comments

• Add proper colours

Excel tutorial: Solver- design and build models

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• Go to Tools->Solver

• Set Target Cell

• Equal To

• By Changing Cells

• Subject to the Constraints: Add, Change,

Delete

• Set Solver Options

Excel tutorial: Link to Solver

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• Max Time

• Iterations

• Tolerance

• Assume Linear Model

• Use Automatic Scaling

• Assume Non-Negative

Excel tutorial: Solver Options and Solution Reports

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Excel tutorial: View Solver Reports

• Answer

• Sensitivity

• Limits

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• Insert names: Highlight the area and then

insert name

• SUMPRODUCT(row_variables,

row_constraint_i)

• Add comments and proper tags

Excel tutorial: Solver Enhancements

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Excel XLSim

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Excel tutorial: Install XLSim

Download XLSim from http://www.analycorp.com or install XLSim from the CD of the book of Sam Savage: Decision Making with Insight

Installation is accomplished by running Setup.exe Launch Excel Open XLSim.xla from File menu of Excel Select Tools Add-Ins and then select XLSim. You should

see Simulate on your Excel menu. If it does not, it won’t work

• You may also need to (1) Copy XLSim.xla into Excel Library or MSOffice\Library directory (2) Copy SIM5016.DLL and SIM5032.DLL to Windows\System directory

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Excel tutorial: Conduct simulation

Go to Simulate Simulation (You are given an editing window)

Add outputs Choose simulation size Click OK You get another worksheet called Statistic Go to Simulate Graphs Choose Bin Size for histograms Click histogram to generate a histogram Click cumulative to generate a CD graph

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Excel tutorial: Parametric simulation Determine which parameter for your sensitivity analysis Select a few values for your parameter and store them in your

worksheet Go to Simulate Parameterized Sim You get a new dialog window Select your output cell and give a name Select the number of trials Select the parameter cell used in your model Give a name for your parameter Select a range of values for your parameter that you stored before Save this parametric simulation in a cell

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Excel tutorial: Parametric simulation You can save and load parametric simulations After creating or loading a parametric simulation, click OK for

experiments Go to Simulate Common Graphs in order to plot either

histograms or CD graphs in one diagram. You could have a choice of 3D histograms

By varying parameter values or changing ranges of parameter values, you can conduct and refine your parametric simulation experiments

For more detail, see Chapters 2 and 3 of Sam Savage,

Decision Making with Insight

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Excel Tornado Diagrams

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We use Customer Manag.xls as an example and assume that you have

already done your calculations in workbook “Sensitivity”. We want to

test how the system output is sensitive to various inputs.

• Open Customer Manag.xls

• Move to workbook “Sensitivity”

• Open Tornado.xls and you see “TM” tab in the Excel menu bar

• Go to TMTornado Diagram and window “Tornado Dialog” pops

up

Excel tutorial: Experiment with Tornado Diagram

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• Move your curser to the box underneath “Data Range”

• Select range A22:D25, which contains input parameters and the

ranges of values in a pre-specified format. The first row of this matrix

is for labels: Assumptions, Base, Low, High, each of the remaining

rows are for a particular input parameter. For each row other than the

first, the first column stores the parameter name, the second, third and

fourth store its base, low and high values.

• Move your curser to the box underneath “Result Cell”

• Select P13, which stores the system output

• Click “OK”

• We are done!

Excel tutorial: Experiment with Tornado Diagram