PgP MIS 202
Excel Tips
• Working with Hyperlinks– Task: create 2 .xls files,
with mutual hyperlinks
• Shortcut to enter today’s date– Ctrl + ;
PgP MIS 202
Excel Tips
• Right click status bar, choose ‘quick functions’– Can select multiple non-
contiguous cells
• AutoFill to speed up data entry– Office Button>Excel
Options>Edit Custom Lists…
PgP MIS 202
Excel Tips
• Creating a custom template (.xlt)
• \Program Files\Microsoft Office\Templates\1033
• Seven available- Billing, BloodPressure,Expenses, Loan, Budget, Sales, TimeCard
• Open and examine
PgP MIS 202
Breakeven Analysis
• Search for template(s) at http://office.microsoft.com
• 3 available• Download and examine
“Breakeven analysis”
PgP MIS 202
Custom FormatsTable 23-3. Useful Formatting Characters for Building Custom Number Formats
Character Purpose Example Number Entered
Result
# Creates a placeholder for significant digits, rounding to fit if necessary.
##.### 50.0048 2.30
50.005 2.3
0 Rounds numbers to fit like the # character, but fills any empty positions with zeros to align numbers and to fill all specified positions.
00.00 50.1 5
50.10 05.00
? Also rounds numbers to fit, but fills any empty positions with spaces rather than extra zeros (if necessary) to align numbers and fill positions.
??.?? 5.6 .70 73.27
5.6 .7 73.27
"text" Adds the characters within the quotes to the value in the cell.
"ID " ## 75 2
ID 75 ID 2
comma (,) Separates thousands in numbers. #,### 5600 5,600
$, –, +, :, /, (, ), space
Standard formatting characters. Each appears as specified in the custom numeric format.
$#.000 500.5 $500.500
% Multiplies value by 100 and adds percent sign.
##% .25 25%
PgP MIS 202
Conditional Formatting
• Examine CondForm.xls• Find Conditional
Formatting- Edit>GoTo> special…
PgP MIS 202
Understand Locking and Protection• Format>Cells>Protection
tab• All cells initially locked• Add protection to invoke
locking selected cells
PgP MIS 202
Protecting Workbook
• Structure-cannot insert, delete…worksheets
• Windows-prevent resizing
PgP MIS 202
Shared Workbooks
• Create one on \\store\classes\200900..\shared
• Experiment with settings, Tools>Share Workbook…
• Create shared workbook on Portal, My Site
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Printing
• Examine tabs in File>Page Setup…
• Scaling, Header/Footer, Print titles, Gridlines, Row and column headings, comments
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Options
• Calculation-F9, Manual, Iteration
• Formulas-R1C1 reference• Custom Lists• Security-Digital
Signatures
PgP MIS 202
Add-Ins, .xla, .xll
• Provide special functionality– Analysis Toolpak– Analysis Toolpak-VBA– Solver
PgP MIS 202
Add-Ins
• Create your own• See MSDN
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Relative, Absolute and Mixed References• Examine Log.xls from
Companion Content• Highlight formula bar,
cycle references using F4• Do exercise in book,
Building a Formula
PgP MIS 202
Built-In Functions
• Formulas>Insert Function…
• 200 functions by category• Examine arguments
– Note required, optional
PgP MIS 202
Function ErrorsTable 26-3. Common Error Values in Excel Formulas
Error Value
Description
#DIV/0! You’re dividing by zero in this formula. Verify that no cell references refer to blank cells.
#NA You might have omitted a function argument. No value is available.
#NAME? You’re using a name in this formula that hasn’t been defined in the workbook. (See the next section, “Using Names in Functions.”)
#NULL! In a formula, you referred to the intersection of two ranges that don’t intersect.
#NUM! Your function arguments might be out of range or otherwise invalid, or an iterative function you’re using might not have computed long enough to reach a solution. (Entering a rough answer in the Guess argument might reduce the number of iterations Excel needs.)
#REF! Your formula includes range references that have been deleted.
#VALUE! Your formula is using a text entry as an argument.
###### Your calculation results were too wide to fit in the cell. Increase the column width.
PgP MIS 202
Named Ranges
• Simplify Formulas• Formulas>Name Manager• Review section material
carefully, important!
PgP MIS 202
Lists
• Examine Pivot.xls• Provided guidelines follow
database theory• Note use of data entry
forms• Review Sorting options
PgP MIS 202
Converting Lists to .mdb
• Why? Excel has limitations
• Simple to do, use Access, File>Open
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PivotTables, PivotCharts
• Data Analysis and Organization
• Experiment with the Wizard using Pivot.xls
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Solver
• Examine Solver.xls• Make sure to install Solver
Add-In– Office Button>Excel
Options>Add-Ins…>click Go…
• Named Ranges simplifies understanding
• Follow book example
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Scenario Manager for What-If
• Examine Scenario.xls • Scenarios for Best
Case/Worst Case– Scenario reports-Summary
PgP MIS 202
Excel Web Page
• Be aware of feature limitations
• Static vs dynamic– .html snapshot– .xls file, requires IE 4.01+
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Excel Web Page
• Publish Pivot.xls to your web site– Browse to and try to open it– Try to use Solver– Try to use Goal Seek
• What are the benefits?
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Excel on the Web
• Web Query– http://moneycentral.msn.co
m/scripts/webquote.dll
• Get Data– Data>From Web
• Modify Data– Data>Connections
• Data refreshed when workbook is opened