Decision Analysis With Spreadsheet Software Skills Module 1 Decision Analysis With Spreadsheet Software Skills Module 1- Slide 1 Management Information Systems for the Information Age Second Canadian Edition

Main Map Lists Basic AutoFilter Custom AutoFilter Conditional Formatting Pivot Tables Back to Decision Support Skills Module 1- Slide 2 Management Information Systems for the Information Age Second Canadian Edition

Access the Online Learning Centre at www.mcgrawhill.ca/college/haag Introduction Access the Online Learning Centre at www.mcgrawhill.ca/college/haag Select Data Files and download the file called SLM1_Customer.xls. Skills Module 1- Slide 3 Management Information Systems for the Information Age Second Canadian Edition

Lists Lists  Basic AutoFilter Custom AutoFilter Conditional Formatting Pivot Tables Back to Decision Support Skills Module 1- Slide 4 Management Information Systems for the Information Age Second Canadian Edition

Lists List - a collection of information arranged in columns and rows in which each column displays one particular type of information. Skills Module 1- Slide 5 Management Information Systems for the Information Age Second Canadian Edition

Lists Figure M1.1 Number of Customers by Region and Rent Versus Own module page 2 Skills Module 1- Slide 6 Management Information Systems for the Information Age Second Canadian Edition

Each column has only one type of information. Lists Each column has only one type of information. The first row in the list contains the labels or column headings. The list does not contain any blank rows. The list is bordered on all four sides by blank rows and blank columns. Skills Module 1- Slide 7 Management Information Systems for the Information Age Second Canadian Edition

Lists List definition table - a description of a list by column. The columns of information in Figure M1.2 include: CUST ID – a unique ID for each customer REGION – the region in which the customer lives RENT VS. OWN – whether the customer rents or owns a home NUM HOUSEHOLD – number of family members ANNUAL INCOME – total combined annual income TOTAL PURCHASES – dollar total of all purchases made by the customer within the last six months NUM PURCHASES – count of all purchase made by the customer within the last six months. Skills Module 1- Slide 8 Management Information Systems for the Information Age Second Canadian Edition

Figure M1.2 The Complete List of Customers module page 4 Lists Figure M1.2 The Complete List of Customers module page 4 Skills Module 1- Slide 9 Management Information Systems for the Information Age Second Canadian Edition

Basic AutoFilter Lists Basic AutoFilter  Custom AutoFilter Conditional Formatting Pivot Tables Back to Decision Support Skills Module 1- Slide 10 Management Information Systems for the Information Age Second Canadian Edition

Basic AutoFilter AutoFilter function - filters a list and allows you to hide all the rows in a list except those that match criteria you specify. To use AutoFilter: Click in any cell in the list. Click on Data, point at Filter, and click on AutoFilter. Click on a list arrow box and choose filtering. Skills Module 1- Slide 11 Management Information Systems for the Information Age Second Canadian Edition

Basic AutoFilter Figure M1.3 Using AutoFilter to See Customers in the North Region module page 5 Skills Module 1- Slide 12 Management Information Systems for the Information Age Second Canadian Edition

You can filter on multiple columns. Basic AutoFilter You can filter on multiple columns. Figure M1.4 on module page 6 filters on: REGION: North RENT VS. OWN: Own NUM HOUSEHOLD: 1 Skills Module 1- Slide 13 Management Information Systems for the Information Age Second Canadian Edition

Figure M1.4 A List Generated with Three Filters module page 6 Basic AutoFilter Figure M1.4 A List Generated with Three Filters module page 6 Skills Module 1- Slide 14 Management Information Systems for the Information Age Second Canadian Edition

Lists, List Definition Tables, Basic AutoFilter On Your Own Lists, List Definition Tables, and Using AutoFilter Skills Module 1- Slide 15 Management Information Systems for the Information Age Second Canadian Edition

Custom AutoFilter Lists Basic AutoFilter Custom AutoFilter  Conditional Formatting Pivot Tables Back to Decision Support Skills Module 1- Slide 16 Management Information Systems for the Information Age Second Canadian Edition

To perform Custom AutoFilter, click on (Custom…) in list arrow box. Custom AutoFilter function - allows you to hide all the rows in a list except those that match criteria, besides “is equal to,” you specify. To perform Custom AutoFilter, click on (Custom…) in list arrow box. To see all customers who have at least 4 people in their household, perform the steps on the following slides. Skills Module 1- Slide 17 Management Information Systems for the Information Age Second Canadian Edition

Select (Custom…) from list arrow box for NUM HOUSEHOLD. Custom AutoFilter Select (Custom…) from list arrow box for NUM HOUSEHOLD. Skills Module 1- Slide 18 Management Information Systems for the Information Age Second Canadian Edition

You will then see a Custom AutoFilter box. Skills Module 1- Slide 19 Management Information Systems for the Information Age Second Canadian Edition

Custom AutoFilter In top-left entry box, click on the pull-down arrow and click on is greater than. Skills Module 1- Slide 20 Management Information Systems for the Information Age Second Canadian Edition

In top-right entry box, click on the pull down arrow and click on 3. Custom AutoFilter In top-right entry box, click on the pull down arrow and click on 3. Skills Module 1- Slide 21 Management Information Systems for the Information Age Second Canadian Edition

Custom AutoFilter Skills Module 1- Slide 22 Management Information Systems for the Information Age Second Canadian Edition

You can also use “and” and “or” with Custom AutoFilter. What customers have spent less than $20 or more than $100 in the past six months? Skills Module 1- Slide 23 Management Information Systems for the Information Age Second Canadian Edition

Custom AutoFilter Skills Module 1- Slide 24 Management Information Systems for the Information Age Second Canadian Edition

Custom AutoFilter Figure M1.6 Using a Custom AutoFilter with Multiple Criteria module page 9 Skills Module 1- Slide 25 Management Information Systems for the Information Age Second Canadian Edition

Using Custom AutoFilters Team Work Using Custom AutoFilters Skills Module 1- Slide 26 Management Information Systems for the Information Age Second Canadian Edition

Conditional Formatting Lists Basic AutoFilter Custom AutoFilter Conditional Formatting  Pivot Tables Back to Decision Support Skills Module 1- Slide 27 Management Information Systems for the Information Age Second Canadian Edition

Conditional Formatting Conditional formatting - highlights the information in a cell that meets some criteria you specify. To conditionally format in red all TOTAL PURCHASES greater than $100, perform the steps on the following slides. Skills Module 1- Slide 28 Management Information Systems for the Information Age Second Canadian Edition

Conditional Formatting Select entire TOTAL PURCHASES column. Skills Module 1- Slide 29 Management Information Systems for the Information Age Second Canadian Edition

Conditional Formatting Click on Format and then Conditional Formatting. Skills Module 1- Slide 30 Management Information Systems for the Information Age Second Canadian Edition

Conditional Formatting Pull down arrow for the field second from the left and click on the greater than. In the field on the right, enter 100. Click on Format. Skills Module 1- Slide 31 Management Information Systems for the Information Age Second Canadian Edition

Conditional Formatting Click on Patterns tab. Choose the colour red. Click on Ok (twice). Skills Module 1- Slide 32 Management Information Systems for the Information Age Second Canadian Edition

Conditional Formatting Figure M1.8 The Result of Applying Conditional Formatting module page 12 Skills Module 1- Slide 33 Management Information Systems for the Information Age Second Canadian Edition

Conditional Formatting Team Work Conditional Formatting Skills Module 1- Slide 34 Management Information Systems for the Information Age Second Canadian Edition

Pivot Tables Lists Basic AutoFilter Custom AutoFilter Conditional Formatting Pivot Tables  Back to Decision SupporT Skills Module 1- Slide 35 Management Information Systems for the Information Age Second Canadian Edition

Figure M1.9 The First Steps in Creating a Pivot Table module page 14 Pivot Tables Pivot table - enables you to group and summarize information. Figure M1.9 The First Steps in Creating a Pivot Table module page 14 Skills Module 1- Slide 36 Management Information Systems for the Information Age Second Canadian Edition

To create a pivot table, perform the following steps: Pivot Tables To create a pivot table, perform the following steps: Click on Data and then PivotTable and PivotChart Report. In Step 1 of 3, click on Next. In Step 2 of 3, click on Next. In Step 3 of 3, click on Finish. Skills Module 1- Slide 37 Management Information Systems for the Information Age Second Canadian Edition

Pivot Tables First, from the menu bar, click on Data and then PivotTable and PivotChart Report. Skills Module 1- Slide 38 Management Information Systems for the Information Age Second Canadian Edition

Second, click on Next in the Step 1 of 3 box. Pivot Tables Second, click on Next in the Step 1 of 3 box. Assumes pivot table will come from a list. Skills Module 1- Slide 39 Management Information Systems for the Information Age Second Canadian Edition

Third, click on Next in the Step 2 of 3 box. Pivot Tables Third, click on Next in the Step 2 of 3 box. This defaults to the entire list. Skills Module 1- Slide 40 Management Information Systems for the Information Age Second Canadian Edition

Fourth, click on Finish in the Step 3 of 3 box. Pivot Tables Fourth, click on Finish in the Step 3 of 3 box. This places the pivot table in a new worksheet. Skills Module 1- Slide 41 Management Information Systems for the Information Age Second Canadian Edition

You will then see a skeletal structure of a pivot table. Pivot Tables You will then see a skeletal structure of a pivot table. Skills Module 1- Slide 42 Management Information Systems for the Information Age Second Canadian Edition

Pivot Tables We want to build a pivot table just the like the one in Figure M1.1 on module page 2. It shows number of customers by REGION and RENT VS OWN. Skills Module 1- Slide 43 Management Information Systems for the Information Age Second Canadian Edition

From Pivot Table Field List box: Pivot Tables From Pivot Table Field List box: Drag REGION and drop it into “Drop Row Fields Here.” Drag RENT VS OWN and drop it into “Drop Column Fields Here.” Drag CUST ID and drop it into “Drop Data Items Here.” Result is shown on next slide. Skills Module 1- Slide 44 Management Information Systems for the Information Age Second Canadian Edition

Pivot Tables Figure M1.11 Creating a Pivot Table by Dragging and Dropping Information module page 16 Skills Module 1- Slide 45 Management Information Systems for the Information Age Second Canadian Edition

The default aggregation is by summing, not what we want. Pivot Tables The default aggregation is by summing, not what we want. To change to counting of CUST ID, perform the steps on the following slides. Skills Module 1- Slide 46 Management Information Systems for the Information Age Second Canadian Edition

Click on the Field Settings button in the Pivot Table toolbar. Pivot Tables Click on the Field Settings button in the Pivot Table toolbar. Skills Module 1- Slide 47 Management Information Systems for the Information Age Second Canadian Edition

Click on Count in Summarize by: Pivot Tables Click on Count in Summarize by: Click on OK. Skills Module 1- Slide 48 Management Information Systems for the Information Age Second Canadian Edition

Pivot Tables Skills Module 1- Slide 49 Management Information Systems for the Information Age Second Canadian Edition

We added TOTAL PURCHASES in Figure M1.13. Pivot Tables You can add as many pieces of information to a pivot table as you want. We added TOTAL PURCHASES in Figure M1.13. Skills Module 1- Slide 50 Management Information Systems for the Information Age Second Canadian Edition

Pivot Tables Figure M1.13 An Added Field of Information to a Pivot Table module page 18 Skills Module 1- Slide 51 Management Information Systems for the Information Age Second Canadian Edition

Pivot Tables On Your Own Creating a Pivot Table Skills Module 1- Slide 52 Management Information Systems for the Information Age Second Canadian Edition

Back to Decision Support Lists Basic AutoFilter Custom AutoFilter Conditional Formatting Pivot Tables Back to Decision Support  Skills Module 1- Slide 53 Management Information Systems for the Information Age Second Canadian Edition

BACK TO DECISION SUPPORT AutoFilter - helps you quickly create a view of a partial list of information. Conditional Formatting - maintains the view of the entire list of information but highlights key pieces of information that you may be looking for. Pivot table - helps you quickly aggregate or summarize information by dimension. Skills Module 1- Slide 54 Management Information Systems for the Information Age Second Canadian Edition

Summary Student Learning Outcomes Define list and list definition table within the context of spreadsheet software and describe the importance of each. Compare and contrast the AutoFilter function and the Custom AutoFilter function in spreadsheet software. Describe the purpose of using conditional formatting. Define a pivot table and describe how you can use it to view summarized information by dimension. Skills Module 1- Slide 55 Management Information Systems for the Information Age Second Canadian Edition

Summary Assignments and Exercises What production problems do you have? Evaluating total purchases and annual income Finding out information about your employees Exploring information at B&B travel Create a list for a bookstore Skills Module 1- Slide 56 Management Information Systems for the Information Age Second Canadian Edition