a lesson approach Microsoft® Excel 2013

a lesson approach 2 Monitor workbook security. 1 Create a scenario. 2 Set conditional formatting. 3 Manage scenarios. 4 Forecast with a trendline. 5 Use Goal Seek. 6 Use Solver. 7 Use the Research tool. 8 Work with the Info pane. 9

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 An Excel macro performs a task in a workbook such as inserting or formatting data.  A macro is a Visual Basic routine saved in a macro-enabled workbook.  A macro-enabled workbook has an.xlsm file name extension.

a lesson approach The Trust Center in the Excel Options dialog box has options for how macro-enabled workbooks are opened.

a lesson approach You must enable macros in order to use them. An Excel workbook may be Marked As Final by its author.

a lesson approach A macro-enabled workbook can be saved as a regular Excel workbook.

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 A scenario is a set of values for a specific range of cells, saved with the workbook.  Scenarios are what-if analysis tools.  You can save many scenarios for a particular range of cells.  One scenario at a time is visible on screen.

a lesson approach Scenarios are named. The changing cells range can use cell addresses or a range name.

a lesson approach Changing cell values use General format in the dialog box but show the applied format in the worksheet.

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a lesson approach  A color scale is conditional formatting that uses gradation of color in a cell range to illustrate high, middle, and low values.  Color scales are data visualization commands.  A color scale can be edited like any conditional formatting rule.

a lesson approach Select the cell range and choose the color scale.

a lesson approach You can create your own conditional formatting rule.

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a lesson approach  Edited to include different values  Displayed in the worksheet  Listed in a scenario summary report Saved scenarios in an Excel workbook can be:

a lesson approach Choose the scenario name and click Show to display the scenario’s values in the worksheet.

a lesson approach A scenario summary report lists result and changing cells with their values for all scenarios in the workbook.

a lesson approach A scenario summary report is formatted as an outline. This outline has two levels and can be collapsed or expanded as needed.

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a lesson approach  A trendline is a line in an Excel chart that predicts general directions in values.  Trendlines are well-suited to column, line, area, or scatter charts.  Trendlines can project values forward or backward.

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A trendline can be formatted to set the type of line, the line color and style, and the number of forecast periods.

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a lesson approach Goal Seek backsolves or resets one cell value to reach a desired result in another cell. You can save the Goal Seek solution as a scenario.

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a lesson approach  Solver backsolves the value for a cell with a formula.  Solver is used in optimization modeling, a process of finding the most desirable results for a formula.  Solver is an Excel add-in, a feature or command that supplies some type of enhanced capability.

a lesson approach  An objective formula that you want to result in a particular value.  Variable cells that relate to the objective. Values in these cells are changed to produce the desired result.  Limitations, or constraints, placed on the objective, on the variable cells, or on other cells related to the objective. A Solver problem has these components:

a lesson approach The value in cell G15 will be changed to 1,000,000 by adjusting the values in cells C7:F7.

a lesson approach Constraints are added to the problem one at a time.

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a lesson approach The Research task pane includes tools that help you insert data from an outside source into a worksheet.

a lesson approach  A Thesaurus helps you find an alternative word with the same meaning as a selected word in the worksheet.  Translation tools help you locate words in another language for selected labels in a worksheet.

a lesson approach  Your research tools may include a dictionary for checking definitions.  Your research tools may include an online encyclopedia for general research or fact-finding.

a lesson approach The label in cell A4 has been checked. The alternative word will be inserted in cell B4.

a lesson approach The label in cell B4 has been checked. The French phrase is keyed.

a lesson approach Show accented characters or other special symbols when needed. The Symbols command is on the Insert command tab in the Ribbon.

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a lesson approach From the Properties arrow in Backstage view, you can display the Document Information Panel.

a lesson approach All document properties are available from the Properties dialog box. A thumbnail is a tiny image of the worksheet.

a lesson approach  Excel macros are recorded programming routines that run a task.  Security settings can be set to disable macros as a measure against malware.  Mark as Final is a command that protects a workbook from editing.

a lesson approach  What-if analysis tests and displays values in a worksheet to predict future results.  What-if analysis tools include scenarios, Goal Seek, and Solver.

a lesson approach  A scenario is a set of values for specific cells, saved with a name in the workbook.  You can add multiple scenarios to a workbook.  Scenarios can be edited, displayed, or deleted.  A scenario summary report is an outline with details about each scenario in the workbook.

a lesson approach  Color scales are conditional formatting for cells that fills each cell with a color variation based on its value.  Highlight cells rules use comparison and relational operators.  Multiple conditional formatting rules can be set for a range of cells.

a lesson approach  A trendline illustrates and predicts general tendencies of values in a chart.  In backsolving, you specify the desired results of a formula and adjust values to reach those results.  Goal Seek adjusts a single cell value to reach a desired outcome in a formula.

a lesson approach  Solver is a sophisticated what-if analysis tool, capable of optimization modeling.  Solver uses an objective cell, adjustable cells, and constraints or limitations on the objective or adjustable cells.

a lesson approach  Research tools in Excel include a thesaurus and translation dictionaries.  The Thesaurus lists alternative words for a selected label.  Translation tools find words in another language for a selected label.

a lesson approach  Document properties are metadata that are saved with the workbook.  Some metadata is automatically maintained.  Editable document properties include an optional thumbnail preview that is visible in Backstage view and in several dialog boxes.