Excel Tips and Tricks PgP MIS 462. Important Learn how to use help! PgP MIS 462.

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Presentation transcript:

Excel Tips and Tricks PgP MIS 462

Important Learn how to use help! PgP MIS 462

PgP MIS 202 Excel Tips Working with Hyperlinks –Task: create 2.xls files, with mutual hyperlinks Shortcut to enter today’s date –Ctrl + ;

PgP MIS 202 Excel Tips Right click status bar, choose ‘quick functions’ –Can select multiple non- contiguous cells AutoFill to speed up data entry –Office Button>Excel Options>Edit Custom Lists…

PgP MIS 202 Excel Tips Creating a custom template (.xlt) \Program Files\Microsoft Office\Templates\1033 Seven available- Billing, BloodPressure,Expenses, Loan, Budget, Sales, TimeCard Open and examine

PgP MIS 202 Breakeven Analysis Search for template(s) at available Download and examine “Breakeven analysis”

PgP MIS 202 Custom Formats

PgP MIS 202 Columns & Rows What is maximum row height? AutoFormat

PgP MIS 202 Conditional Formatting Examine CondForm.xls Find Conditional Formatting- Edit>GoTo> special…

PgP MIS 202 Page Breaks Page Break Preview

Workbook Organization

PgP MIS 202 Understand Locking and Protection Format>Cells>Protection tab All cells initially locked Add protection to invoke locking selected cells

PgP MIS 202 Protecting Workbook Structure-cannot insert, delete…worksheets Windows-prevent resizing

PgP MIS 202 Protecting Worksheets Prevent inadvertent changes to formulas…

PgP MIS 202 Worksheet Tabs Add names Change tab colors

PgP MIS 202 InterWorksheet References Examine SalesSum.xls

PgP MIS 202 Inter Workbook References Examine SalesLnk.xls

PgP MIS 202 Shared Workbooks Create one on \\store\classes\ \shared \\store\classes\ \shared Experiment with settings, Tools>Share Workbook… Create shared workbook on Portal, My Site

Customizing Excel

PgP MIS 202 Custom Views For current workbook Save time View>Custom Views…

PgP MIS 202 Printing Examine tabs in File>Page Setup… Scaling, Header/Footer, Print titles, Gridlines, Row and column headings, comments

PgP MIS 202 Panes Freeze Split

PgP MIS 202 Options Calculation-F9, Manual, Iteration Formulas-R1C1 reference Custom Lists Security-Digital Signatures

PgP MIS 202 Add-Ins,.xla,.xll Provide special functionality –Analysis Toolpak –Analysis Toolpak-VBA –Solver

PgP MIS 202 Add-Ins Create your own See MSDNMSDN

Formulas and Functions

PgP MIS 202 Formulas vs Results Toggle using Ctrl + ~ –Formula vs Values

PgP MIS 202 Relative, Absolute and Mixed References Examine Log.xls from Companion Content Highlight formula bar, cycle references using F4 Do exercise in book, Building a Formula

PgP MIS 202 Operator Precedence Search Help! Parentheses to override!

PgP MIS 202 Built-In Functions Formulas>Insert Function… 200 functions by category Examine arguments –Note required, optional

PgP MIS 202 Function Errors

PgP MIS 202 Named Ranges Simplify Formulas Formulas>Name Manager Review section material carefully, important!

Charts

PgP MIS 202 Charts Insert>Chart Examine SalesSum.xls

PgP MIS 202 Chart Planning Data set? Most other options can be changed later

PgP MIS 202 Chart Formatting Review options, choices Examine SalesSum.xls

Lists, Filters, PivotTables

PgP MIS 202 Lists Examine Pivot.xls Provided guidelines follow database theory Note use of data entry forms Review Sorting options

PgP MIS 202 AutoFilter Use Pivot.xls, set AutoFilter Set up Custom AutoFilter

PgP MIS 202 List Subtotals Note levels Note function subtotals –Sum, Count, Average…

PgP MIS 202 Converting Lists to.mdb Why? Excel has limitations Simple to do, use Access, File>Open

PgP MIS 202 PivotTables, PivotCharts Data Analysis and Organization Experiment with the Wizard using Pivot.xls

PgP MIS 202 Lists in SharePoint Create list with Pivot.xls Save to WSU portal

Business Analysis

PgP MIS 202 Goal Seek Examine GoalSeek.xls

PgP MIS 202 Solver Examine Solver.xls Make sure to install Solver Add-In –Office Button>Excel Options>Add-Ins…>click Go… Named Ranges simplifies understanding Follow book example

PgP MIS 202 Scenario Manager for What-If Examine Scenario.xls Scenarios for Best Case/Worst Case –Scenario reports-Summary

Web Publishing and XML

PgP MIS 202 Excel Web Page Be aware of feature limitations Static vs dynamic –.html snapshot –.xls file, requires IE 4.01+

PgP MIS 202 Excel Web Page Publish Pivot.xls to your web site –Browse to and try to open it –Try to use Solver –Try to use Goal Seek What are the benefits?

PgP MIS 202 Excel on the Web Web Query – m/scripts/webquote.dllhttp://moneycentral.msn.co m/scripts/webquote.dll Get Data –Data>From Web Modify Data –Data>Connections Data refreshed when workbook is opened

PgP MIS 202 XML Data XML is a universal, open, nonproprietary, text-based format that is rapidly becoming the common medium for data exchange Use Inventory.xml