Spreadsheet Engineering

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Presentation transcript:

Spreadsheet Engineering Designing a Workbook

Workbook Design Use separate sheets to group similar kinds of information. Design workbooks for ease of navigation. Protect workbooks from unwanted changes during use.

Example: Northern Museum Capital Campaign

Use Separate Sheets to Group Similar Kinds of Information Workbooks should be designed to make a model easy to understand and use. Individual worksheets should each have a well-defined purpose and be given descriptive names. They should also appear in a natural order. Assumptions, calculations and results should be placed on separate worksheets whenever possible to allow users to view assumptions and results without being distracted by the details of the calculations.

Guide to Sheets

Design Workbooks for Ease of Navigation and Use Any form of structural help for users is beneficial. Use revealing names for individual sheets. Double-click on name tab at bottom of spreadsheet to edit name

Outlining

Design a Workbook as a Decision Support System A decision support system is an integrated information system that provides data, analytics, and reporting capabilities over an extended period of time to multiple users. Effective decision support systems are designed to present information in a manner that is most useful to decision makers. Use graphs instead of tables of numbers.

Protect Workbooks From Unwanted Changes During Use Lock cells not to be changed. Use worksheet protection. Use data validation.

Locking Cells To lock all cells: To unlock variable cells: Select entire worksheet Select Home►Font , choose the Protection tab, and check the box for Locked To unlock variable cells: Select desired cells Select Home►Font and choose the Protection tab, but this time we uncheck the box for Locked

Example of Locking Cells

Protecting Worksheets Review►Changes►Protect Sheet At top of Protect Sheet window check box for Protect worksheet If check only Select Unlocked Cells User will be able to only select and modify unlocked cells. If check Select Locked and Unlocked Cells User will be able to select any cell but only modify unlocked cells.

Example of Protecting Worksheet

Data Validation Controls input values Highlight cells then click Data►Data Tools ►Data Validation Three tabs Settings: Restrict inputs (e.g., range of cell values) Input Message: Create message when cursor on cell Error Alert: Alert for invalid entry

The Data Validation Window

Example: Error alert produced by Data Validation