1. Exploring Excel Chapter 8 The Expert User:
Workgroups, Auditing, and Templates By
Robert T. Grauer
Maryann Barber
Exploring Microsoft Office Exploring Excel Chapter 8 1

2. Exploring Microsoft Office 2000 - Exploring Excel Chapter 8
Objectives (1 of 2)
Develop spreadsheet model for financial forecast
Use styles to automate formatting
Differentiate between precedent and dependent cells
Track editing changes
Use cell comments
Exploring Microsoft Office Exploring Excel Chapter 8

3. Exploring Microsoft Office 2000 - Exploring Excel Chapter 8
Objectives (2 of 2)
Explain how workgroup functions enable collaborative work
Resolve conflicts between users
Describe the use of data validation
Use conditional formatting
Explain how template facilitates the creation of a new spreadsheet
Create a template
Exploring Microsoft Office Exploring Excel Chapter 8

4. Exploring Microsoft Office 2000 - Exploring Excel Chapter 8
Overview
Learn to use worksheets for financial and budget planning
Use a financial forecast
Spreadsheet as a decision making tool
Use the Auditing toolbar to ensure accuracy
Exploring Microsoft Office Exploring Excel Chapter 8

5. Exploring Microsoft Office 2000 - Exploring Excel Chapter 8
A Financial Forecast
Enter row and column heading
Enter initial conditions and assumptions
Develop the formulas for the first year
Develop the formulas for second year and assumed rates of change
Copy the formulas and format
Exploring Microsoft Office Exploring Excel Chapter 8

6. Building a Financial Forecast
Decide which cell references should be relative and which should be absolute
Isolate assumptions and conditions separately from forecast
Conditional formatting
Setting styles
Exploring Microsoft Office Exploring Excel Chapter 8

7. Exploring Microsoft Office 2000 - Exploring Excel Chapter 8
A Financial Forecast
Exploring Microsoft Office Exploring Excel Chapter 8

8. Exploring Microsoft Office 2000 - Exploring Excel Chapter 8
Checking the Forecast
Potential for user error exists in spreadsheets
Check spreadsheets for math and logic errors not just formatting mistakes
Use functions rather than formulas
Auditing toolbar helps you trace the relationships between cells
Exploring Microsoft Office Exploring Excel Chapter 8

9. Exploring Microsoft Office 2000 - Exploring Excel Chapter 8
Hands-On Exercise 1
Enter the Formulas for Year One
Enter the Formulas for Year Two
Copy the Formulas to the Remaining Years
Create a Style
Rotate and Indent Text
Conditional Formatting
Complete the Formatting
Exploring Microsoft Office Exploring Excel Chapter 8

10. Workgroups and sharing files
Workgroups make it easier to share Excel files among a group of users
Use Reviewing toolbar to Track changes made by others
Allows for changes to be monitored
Comments can help other users
Can be shared on the Web on an Intranet
Exploring Microsoft Office Exploring Excel Chapter 8

11. Auditing the Worksheet
Shows graphical relationships built into formulas
Identifies Precedents and Dependents
Precedents are the cells referenced by the formula
Dependents identify the formulas that reference a cell
Exploring Microsoft Office Exploring Excel Chapter 8

12. Exploring Microsoft Office 2000 - Exploring Excel Chapter 8
The Workbook
Trace
dependents
Trace
precedents
Exploring Microsoft Office Exploring Excel Chapter 8

13. Exploring Microsoft Office 2000 - Exploring Excel Chapter 8
Data Validation
Data Validation command restricts values to be accepted in a cell
Data validation is useful in shared workbooks
Garbage In Garbage Out (GIGO) implies that spreadsheet is only as data it is based on
Exploring Microsoft Office Exploring Excel Chapter 8

14. Data Validation command
Exploring Microsoft Office Exploring Excel Chapter 8

15. Exploring Microsoft Office 2000 - Exploring Excel Chapter 8
Hands-On Exercise 2
Display the Auditing and Reviewing Toolbars
Highlight Changes
Trace Dependents
Trace Precedents
Accept of Reject Changes (Resolve Conflicts)
Insert a Comment
Data Validation
Exploring Microsoft Office Exploring Excel Chapter 8

16. Exploring Microsoft Office 2000 - Exploring Excel Chapter 8
Templates
Most templates are based on protected workbooks
Certain cells are changed but others are protected
Unlock cells that are subject to change
Templates are stored in the template folder file
Exploring Microsoft Office Exploring Excel Chapter 8

17. Exploring Microsoft Office 2000 - Exploring Excel Chapter 8
Hands-On Exercise 3
Clear the Assumption Area
Protect the Worksheet
Test the Template
Save the Template
Open the Template
Exploring Microsoft Office Exploring Excel Chapter 8

18. Exploring Microsoft Office 2000 - Exploring Excel Chapter 8
Summary (1 of 2)
Spreadsheet used as a decision making tool
What if analysis can e employed
Use a style to set formatting
Apply conditional formatting
Use the Auditing Toolbar
Exploring Microsoft Office Exploring Excel Chapter 8

19. Exploring Microsoft Office 2000 - Exploring Excel Chapter 8
Summary (2 of 2)
Build a shared workbook to be edited by multiple users
Use the Data Validation command to restrict poor data entry
Build a template to create other workbooks
Protect the worksheet
Exploring Microsoft Office Exploring Excel Chapter 8

20. Exploring Microsoft Office 2000 - Exploring Excel Chapter 8
Practice with Excel
Your Homework
The #VALUE Error
Erroneous Grade Book
The Power of Compound Interest
Add Macros to a Template
The Scenario Manager
The Expense Report
Exploring Microsoft Office Exploring Excel Chapter 8

21. Exploring Microsoft Office 2000 - Exploring Excel Chapter 8
Case Studies
The Entrepreneur
Publishing to the Web
Spreadsheet Solutions
The License Agreement
Password Protection
Exploring Microsoft Office Exploring Excel Chapter 8