Lecture 3 Advanced Excel

OVERVIEW Reviewing and Sharing Workbooks Templates Charts and Graphs Sparklines Conditional Formatting Pivot Tables What-If Analysis

REVIEWING & SHARING WORKBOOKS In your organization documents may require some review and comments from others before approval Excel’s Track Changes and Comments features enable users to track changes, add comments, check spelling, compare two versions of a workbook, and prepare a final version for sharing

Track Changes Go to the Review tab. Click Track Changes, then select Highlight Changes

Track Changes Any changes you make to the worksheet will be highlighted with a unique border and indicator

Turn Off Track Changes

Adding Comments

Editing a Comment

Deleting a Comment

Accepting/ Rejecting Changes

Listing Changes Elsewhere

Show/ Hide Comments

Spell Checking

Document Inspector

Protecting Your Final Workbook Click File – Info – Protect Workbook

TEMPLATES A template is a pre-designed spreadsheet that you can use to create new spreadsheets with the same formatting and predefined formulas

Create New Workbook From Template

CHARTS & GRAPHS A chart is a tool you can use in Excel to communicate your data graphically

Create a Chart

Change Chart Type

Switch Row/ Column Data

Change Chart Layout

Change the Chart Style

Move Chart to Another Worksheet

WORKING WITH SPARKLINES Sparklines are miniature charts that fit into a single cell Sparklines are ideal for situations a user wants to make the data clearer and more eye- catching On the other hand, charts are ideal for representing the data in greater detail, and they are often better for comparing different data series

Creating Sparklines

Identifying Points on Sparklines

Change Style of Sparklines

Change Sparkline Type

Change Sparkline Display range

CONDITIONAL FORMATTING Conditional formatting applies one or more rules to any cells in order to make them stand out This is advantageous when working with large datasets

Set Up Conditional Formatting Rule

Preset Conditional Formatting

Remove Conditional Formatting Rules

PIVOT TABLES A PivotTable summarizes the data, making it easier to manage The PivotTable can quickly and easily be changed to see the data in a different way, making this an extremely powerful tool

Create Pivot Table Create Pivot table that determines the sales amount by each salesperson in the company

Create Pivot Table

Add Fields to Pivot Table

Change the Row Labels

Add Column Labels

Add Report Filters

Adding Slicers

Using the Slicer

Create Pivot Chart Pivot Chart is a graph if data from a Pivot Table

Create Pivot Chart

WHAT-IF ANALYSIS This tool enables the user to solve for unknowns as in mathematical equation In this example the Goal Seek feature will be used to determine the interest based on a loan amount, monthly payment amount and loan period

Goal Seek

Scenario Scenarios let you substitute values for multiple cells (up to 32) at the same time It is especially well-suited to showing best- case and worst-case scenarios

Data Tables Data Tables allow you to take one or two variables in a formula and replace them with as many different values as you want, and then view the results in a table. This option is especially powerful because it shows multiple results at the same time

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