Excel Overview
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Customize Your Excel
• Tools>Customize>Options tab
• Shortcut menus are location sensitive
• Formula Bar• Quick Totals
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MySite
• WSU portal• Document Sharing
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Customized Blank Workbooks
• C:\Documents and Settings<your name>\Application Data\Microsoft\Excel\XLStart
• Book.xlt-new workbook format and content
• Sheet.xlt-inserted worksheet format and content
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File Extensions
Add-in .XLA
Backup .XLK
Template .XLT
Workbook .XLS
Workspace .XLW
XML Spreadsheet .XML
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Automatic Backups
• Office Button> Save As> Tools> General Options> check ‘Always create backup’
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Corrupted Files
• Use Office Button> Open• Select File• Pick Open> Open and
Repair…
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File Import/Export
• Use with– .txt, .csv, .xml…
• Use with Access
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Help
• Review using help
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Fine-tuning Excel
Excel Workspace
• Set up for yourself• If in workgroup,
standardize• Consider Add-Ins
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Printing
• Color?• Print Titles?• Multiple pages?
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Worksheet Purposes
• Scratch pad• Self documenting• Only for you• Shared
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Data Sources
• Internal • External
– Linked– Networked– Web
• Mail merge, databases, web…
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Multiple Worksheets
• Introduction/overview• Source Data• Calculations• Charts• Summary/conclusions
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Worksheet Navigation
Keyboard Shortcuts
• Ctrl +Home• Ctrl +End• Search Help• Time Saver!
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Keyboard Modes
• F8– Extend current selection
using the keyboard or mouse
• Shift+F8– Extend current selection to
include non-contiguous cells
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Selection
• Areas• Rows• Columns
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Worksheet Management
• Add• Move • Copy• Rename, color tabs
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Worksheet Protection
• All cells initially locked• Takes effect when
protection is enabled• No visual clues
– Use special formatting
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Workbook Management
• Arrange Windows• Multiple Windows
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Compare Sheets
• Multiple workbooks open• Select Window>Compare
Side by Side• Note synchronous
scrolling
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Hiding Workbooks
• Windows>Hide/Unhide• Easy access to workbook
information kept invisible• Personal.xls macro file is
hidden by default
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Editing Worksheets
Review and Practice Skills
• Cut, Copy, Paste• Insert, Delete• Undo, Redo• Editing-cells and Formula
Bar
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Fundamentals
• Format Dialog Box• Format Painter• Auto Format• Row & Column Sizes
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Conditional Formats
• Emphasize data• Highlight certain values
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Customized Worksheets
• Styles• Custom Templates
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Drawing Toolbar
• Highlight Data • Highlight Charts
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Graphics
• Add drawings• Add pictures
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Page Setup
• Review Page Setup Dialog Box– Page– Margins– Header/Footer– Sheet
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Preview
• Print Preview• Page Break Preview
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Fundamentals
• Operator Precedence• Cell References• Review Built-in Functions• Error Values!
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Advanced
• Auto vs Manual Calculation– Tools>Options>Calculation
• Arrays• Linking Workbooks• Conditional Expressions
– X1<Y1– =Len(Q23) = 15
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Types
• Built-in• Add-ins
– Analysis ToolPak– 3rd Party
• Insert Function Dialog Box
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Math
• AutoSum• Product• SumProduct
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Text
• Text, Dollar• Len• Char, Code• String-Trim, Clean, Upper,
Lower, Proper
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Logical
• If• And, Or, Not
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Information
• Type• CountBlank• Is…Blank, Error, Logical…
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Lookup & Reference
• V&H Lookup
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Internal Excel Workings
• Base Date– January 1, 1900
• Serial Date Value– xxxx.yyyy
• xxxx=days
• yyyy=day fraction
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Date Formats and Functions
• Wide range of divisions– Year/quarter/month
• Review available functions– Workday, Networkday,
Now…
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Financial Analysis
Areas
• Investments• Depreciation• Securities
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Data Distributions
• Statistical Functions– Average, Median, Mode…
• Regression• Analysis ToolPak
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Data Tables
• One and Two Variables
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Scenario Manager
• Up to 32 Variables• Records, tracks and
applies variable combinations
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Goal Seek
• Solve for unknown variable value
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Solver
• Use when seeking multiple unknown variable values
• Use with constraints
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Options
• Remote Computers• Network Servers• Ftp server• Merge and Share• Information Rights
Management
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SharePoint
• WSU Portal!• Practice sharing a file!
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Excel on Web Sites
FTP
• For file distribution
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HTML
• Make available on the web
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Interactive Web Components
• Requires– IE 4.01+– MS Office Web Components
• Spreadsheet• Chart• PivotTable Report
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Linking and Embedding
Pros and Cons
• Storage space• Network connectivity• Bandwidth• Application availability
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Uses
• Not just Internet• Local computer• Local Network• Create documentation
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Excel in Word & PowerPoint
Use Excel For
• Tables• Charts• Mail Merge
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Charting
• F11-AutoChart
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Chart Wizard
• Chart Type• Source Data• Chart Options• Location
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Improve Appearance
• Refine Axis• Labels• Titles• Legend• Plot Area
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Working With Data
• Modifying• Suppressing Points• Multilevel Categories• Trend Lines
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Techniques
• Dynamic with Named Ranges
• Bubble, Radar Charts• Gannt Charts (use Visio?)
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Prelude to Databases
• Lists = database• Data Validation• Forms to Simplify Data
Input• Subtotals and Filters
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Practical Uses
• Import & Convert Data• Apply Special Formats• Export
– XML– HTML– Whatever…
• Web Queries
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PivotTable Reports
Analyzing Data
• Source– Excel– Database– OLAP cube
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Powerful Tool
• Revise Variables• Rearrange Variables• Chart Results
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User Defined Functions
• VBA– Create your own
• Extends power of Excel• Time Saver• Share with others
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