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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