Excel Tips and Tricks

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    01-Jan-2016

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Excel Tips and Tricks. Important. Learn how to use help!. Excel Tips. Working with Hyperlinks Task: create 2 .xls files, with mutual hyperlinks Shortcut to enter todays date Ctrl + ;. Excel Tips. Right click status bar, choose quick functions Can select multiple non-contiguous cells - PowerPoint PPT Presentation

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<ul><li><p>Excel Tips and TricksPgP MIS 462</p><p>PgP MIS 202</p></li><li><p>ImportantLearn how to use help!PgP MIS 462</p><p>PgP MIS 462</p></li><li><p>PgP MIS 202Excel TipsWorking with HyperlinksTask: create 2 .xls files, with mutual hyperlinksShortcut to enter todays dateCtrl + ;</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Excel TipsRight click status bar, choose quick functionsCan select multiple non-contiguous cellsAutoFill to speed up data entryOffice Button&gt;Excel Options&gt;Edit Custom Lists</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Excel TipsCreating a custom template (.xlt)\Program Files\Microsoft Office\Templates\1033Seven available- Billing, BloodPressure,Expenses, Loan, Budget, Sales, TimeCardOpen and examine</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Breakeven AnalysisSearch for template(s) at http://office.microsoft.com 3 availableDownload and examine Breakeven analysis</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Custom Formats</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Columns &amp; RowsWhat is maximum row height?AutoFormat</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Conditional FormattingExamine CondForm.xlsFind Conditional Formatting- Edit&gt;GoTo&gt; special</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Page Breaks Page Break Preview</p><p>PgP MIS 202</p></li><li><p>Workbook Organization</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Understand Locking and ProtectionFormat&gt;Cells&gt;Protection tabAll cells initially lockedAdd protection to invoke locking selected cells</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Protecting WorkbookStructure-cannot insert, deleteworksheetsWindows-prevent resizing</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Protecting WorksheetsPrevent inadvertent changes to formulas</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Worksheet TabsAdd namesChange tab colors</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202InterWorksheet ReferencesExamine SalesSum.xls</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Inter Workbook ReferencesExamine SalesLnk.xls</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Shared WorkbooksCreate one on \\store\classes\200900..\sharedExperiment with settings, Tools&gt;Share Workbook</p><p>Create shared workbook on Portal, My Site</p><p>PgP MIS 202</p></li><li><p>Customizing Excel</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Custom ViewsFor current workbookSave timeView&gt;Custom Views</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202PrintingExamine tabs in File&gt;Page SetupScaling, Header/Footer, Print titles, Gridlines, Row and column headings, comments</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202PanesFreezeSplit</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202OptionsCalculation-F9, Manual, IterationFormulas-R1C1 referenceCustom ListsSecurity-Digital Signatures</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Add-Ins, .xla, .xll</p><p>Provide special functionalityAnalysis ToolpakAnalysis Toolpak-VBASolver</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Add-InsCreate your ownSee MSDN</p><p>PgP MIS 202</p></li><li><p>Formulas and Functions</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Formulas vs ResultsToggle using Ctrl + ~Formula vs Values </p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Relative, Absolute and Mixed ReferencesExamine Log.xls from Companion ContentHighlight formula bar, cycle references using F4Do exercise in book, Building a Formula</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Operator PrecedenceSearch Help!Parentheses to override!</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Built-In FunctionsFormulas&gt;Insert Function200 functions by categoryExamine argumentsNote required, optional</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Function Errors</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Named RangesSimplify FormulasFormulas&gt;Name ManagerReview section material carefully, important!</p><p>PgP MIS 202</p></li><li><p>Charts</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202ChartsInsert&gt;ChartExamine SalesSum.xls</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Chart PlanningData set?Most other options can be changed later</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Chart FormattingReview options, choicesExamine SalesSum.xls</p><p>PgP MIS 202</p></li><li><p>Lists, Filters, PivotTables</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202ListsExamine Pivot.xlsProvided guidelines follow database theoryNote use of data entry formsReview Sorting options</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202AutoFilterUse Pivot.xls, set AutoFilterSet up Custom AutoFilter</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202List SubtotalsNote levelsNote function subtotalsSum, Count, Average</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Converting Lists to .mdbWhy? Excel has limitationsSimple to do, use Access, File&gt;Open</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202PivotTables, PivotChartsData Analysis and OrganizationExperiment with the Wizard using Pivot.xls</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Lists in SharePointCreate list with Pivot.xlsSave to WSU portal</p><p>PgP MIS 202</p></li><li><p>Business Analysis</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Goal SeekExamine GoalSeek.xls</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202SolverExamine Solver.xlsMake sure to install Solver Add-InOffice Button&gt;Excel Options&gt;Add-Ins&gt;click GoNamed Ranges simplifies understandingFollow book example</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Scenario Manager for What-IfExamine Scenario.xls Scenarios for Best Case/Worst CaseScenario reports-Summary</p><p>PgP MIS 202</p></li><li><p>Web Publishing and XML</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Excel Web Page Be aware of feature limitationsStatic vs dynamic.html snapshot.xls file, requires IE 4.01+</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Excel Web PagePublish Pivot.xls to your web siteBrowse to and try to open itTry to use SolverTry to use Goal SeekWhat are the benefits?</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202Excel on the WebWeb Queryhttp://moneycentral.msn.com/scripts/webquote.dllGet DataData&gt;From WebModify DataData&gt;ConnectionsData refreshed when workbook is opened</p><p>PgP MIS 202</p></li><li><p>PgP MIS 202XML DataXML is a universal, open, nonproprietary, text-based format that is rapidly becoming the common medium for data exchangeUse Inventory.xml</p><p>PgP MIS 202</p></li></ul>