Excel Module DECISION ANALYSIS WITH SPREADSHEET SOFTWARE

D-2 STUDENT LEARNING OUTCOMES 1.Define a list and list definition table for spreadsheet applications 2.Compare/contrast AutoFilter and custom AutoFilter functions for spreadsheet applications 3.Describe conditional formatting 4.Define/describe a pivot table

D-3 INTRODUCTION IT plays an important role in aiding decision making Spreadsheet tools can aid in decision making –AutoFilter –Conditional formatting –Pivot table

D-4 LISTS List – information arranged in columns and rows –Each column has one information type –First row contains headings or labels –No blank rows –Blank columns/rows all around

D-5 LISTS

D-6 List Definition Table List definition table – description of a list by column (see Figure D.2 on page 218) A.CUST ID – unique ID for customer B.REGION – North, South, etc. C.RENT VS. OWN – customer rents or owns a home –And so on

D-7 BASIC AUTOFILTER AutoFilter function – filters a list and hides rows that don’t match a criteria Good for seeing only certain rows of information Basic AutoFilter supports only “equal to” criteria

D-8 Basic AutoFilter Steps 1.Open workbook (XLMD_Customer.xls from D2L) 2.Click any cell in the list 3.Men bar – click on Data, point at Filter, click on AutoFilter –Will see list box arrows next to each label or column heading

D-9 Basic AutoFilter Steps Turn on AutoFilter, by clicking on Data, pointing at Filter, and clicking on AutoFilter in the Menu bar

D-10 Basic AutoFilter Steps To see customers in the North REGION, click on the pull-down arrow for REGION and choose North

D-11 Basic AutoFilter Steps

D-12 Turning Off Basic AutoFilter From Menu bar –Click on Data –Point at Filter –Click on AutoFilter

D-13 Basic AutoFilter Can also filter on multiple columns Example –Customers in North region (select North in REGION) –Own a home (select Own in RENT VS. OWN) –Only one household member (select 1 in NUM HOUSEHOLD)

D-14 Basic AutoFilter

D-15 CUSTOM AUTOFILTER Custom AutoFilter function – hides all rows except those that match criteria, besides “is equal to” Example –Customers with more than 3 household members

D-16 Custom AutoFilter Steps First, select Custom in the pull-down box for NUM HOUSEHOLD

D-17 Custom AutoFilter Steps You will then see this box

D-18 Custom AutoFilter Steps Select is greater than in the first box

D-19 Custom AutoFilter Steps Select or type 3 in the box to the right and click on OK

D-20 Custom AutoFilter Steps

D-21 Another Custom AutoFilter Example Customers who spent less than $20 or more than $100

D-22 Another Custom AutoFilter Example In the Custom AutoFilter box, enter the appropriate criteria

D-23 Another Custom AutoFilter Example

D-24 CONDITIONAL FORMATTING Conditional formatting – highlights the information in a cell that meets some criteria you specify –Does not hide any rows –Lets you see the whole list –While highlighting certain information Example –Customers who purchased more than $100

D-25 Conditional Formatting Steps First, highlight the TOTAL PURCHASES column

D-26 Conditional Formatting Steps From the Menu bar, click on Format and Conditional Formatting

D-27 Conditional Formatting Steps In the Conditional Formatting box, choose greater than and 100 and then click on Format

D-28 Conditional Formatting Steps In the Format Cells box, click on the color red and then OK

D-29 Conditional Formatting Steps

D-30 PIVOT TABLES Pivot table – enables you to group and summarize information –Shows summaries of information by dimension –Can be two-dimensional –Can be three-dimensional Similar to data warehouse from Chapter 3

D-31 Pivot Table Example

D-32 Pivot Table Steps From the Menu bar, click on Data and PivotTable and PivotChart Report

D-33 Pivot Table Steps In this screen, specify that you want to use an Excel list and create a PivotTable, then click on Next

D-34 Pivot Table Steps Excel will default to the range of your list. Click on Next

D-35 Pivot Table Steps In the final screen, you specify a placement, either in a new worksheet or in the existing worksheet. Click on Finish

D-36 Pivot Table Steps You finally have a pivot table

D-37 Pivot Table Steps Now, you drag and drop the appropriate column headings (labels) from the Pivot Table Field List Box to the appropriate place in the pivot table Example –Number of customers by REGION RENT VS. OWN

D-38 Pivot Table Steps This is correct but the default aggregation is summation, not count, so you must change it

D-39 Pivot Table Steps Click on the Field Settings button to get this screen.

D-40 Pivot Table Steps Change Summarize by to Count and click on OK

D-41 Pivot Table Steps

D-42 Pivot Tables Can have multiple pieces of information in body of pivot table Example –Count of customers –Total of purchases –Drag/drop TOTAL PURCHASES into pivot table

D-43 Pivot Tables

D-44 3-D Pivot Tables Desired dimensions –REGION –RENT VS. OWN –NUM HOUSEHOLD Drag/drop NUM HOUSEHOLD into “Drop Page Fields Here” location

D-45 3-D Pivot Tables

D-46 3-D Pivot Tables

D-47 SUMMARY AutoFilter – view a partial list of information Conditional formatting – see all information with some highlighted Pivot table – summarize information by dimension It’s all about decision support

D-48 CAN YOU… 1.Define a list and list definition table for spreadsheet applications 2.Compare/contrast AutoFilter and custom AutoFilter functions for spreadsheet applications 3.Describe conditional formatting 4.Define/describe a pivot table

Extended Learning Module D End of Extended Learning Module D