1. Spreadsheet Manager Training Module
DSS Training Material
Spreadsheet Manager Training Module
Spreadsheet Manager Module
NBI Secretariat

2. What you learn in this module?
This module Introduces you to
Spreadsheet concepts and uses.
Spreadsheet Manager basics.
Spreadsheet formatting and visualization
Handling changes and metadata
Advanced spreadsheet tasks

3. Spreadsheet Concepts and Uses

4. Spreadsheet concepts and uses
What is a spreadsheet?
A spreadsheet, also known as a worksheet, contains rows and columns and is used to record, compare, and process numerical, logical or text data.

5. Spreadsheet concepts and uses
What are the uses of spreadsheet? Examples are:
Accounting, budgeting, sales forecasting and financial analysis
Teachers can use them to store and average grades
Other individuals can use them to track a personal budget or store sports team statistics.
Scientists mostly use spreadsheets for math calculations and some basic database functions and for creating charts of - for example - time series data.

6. The Spreadsheet Manager Components
The Spreadsheet Explorer
The Spreadsheet window area.
Tools Explorer window
The Properties Window.

7. The Spreadsheet Manager functions
The DSS Spreadsheet manager function categories
Database and list management.
Date and Time.
Financial.
Information
Logical
Lookup and reference
Math and trigonometry

8. The Spreadsheet Manager functions (2)
The DSS Spreadsheet manager function categories
Statistical
Text
Analysis toolpak
Range
GIS
Time Series
Indicator
DSS Scripts
DSS Related

9. Review Questions Question 1: What is a spreadsheet?
Question 2: Give two examples of the spreadsheet uses.
Question 3: List 4 built-in function categories of the spreadsheet manager focusing on DSS added functionality
Question 4: The financial function category has functions related to the DSS objects (i.e. Time series data). (True/False)

10. Spreadsheet Manager Basics

11. Spreadsheet Manager basics
Spreadsheet window can be used for:
Data entry
Formatting
Visualization.

12. The Spreadsheet Toolbar
The spreadsheet view toolbar allows you to do the following tasks:

13. The Spreadsheet Toolbar (cont.)
The spreadsheet view toolbar allows you to do the following tasks:

14. The Spreadsheet Context Menus
The cell context menu
Editing operations such as cut, copy, paste and paste special the content of a cell.
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Cell manipulation operations such as adding, deleting, formatting and clear formatting of a cell or a number of cells.
Insert a comment into the selected cell
Various navigation operations such as 'GoTo' (a cell or a reference), 'Find and Replace' text or a formula and explore the properties of a range or the whole worksheet
Insert a hyperlink into the selected cell.

15. The Spreadsheet Context Menus
The chart context menu
Editing operations such as cut, copy or paste the selected chart.
Set the order of the select chart (back or front of the cells)
Various navigation operations such as 'GoTo' (a cell or a reference) and explore the properties of the selected chart or the whole worksheet
Insert a hyperlink into the selected cell or chart

16. Exercises and Review Questions
Exercise 1: Activating the Spreadsheet Manager
Exercise 2: Adding and renaming a 'user defined' groups
Exercise 3: Adding a new Spreadsheet
Exercise 4: Opening and adding data into and saving a spreadsheet
Exercise 5: Adding a new sheet into a spreadsheet
Question 1: Describe the components of the spreadsheet view.
Question 2: You can insert a chart using the toolbar within the spreadsheet view. (True\False)
Question 3: The chart context menu is used to deal with cell operations. (True/False)

17. Spreadsheet Data Formatting and Visualization

18. Spreadsheet Data formatting and visualization
Data can be formatted using the 'Range' explorer to deal with various formatting requirements such as
number format,
cell content alignment, fonts,
borders and interior
conditional formatting.

19. Spreadsheet Data formatting and visualization
Visualizing data in a chart can also be achieved using the following chart types:
Basic (Column, line , pie, bar or area) charts
Scatter
Stock
Bubble
Radar

20. Exercises and Review Questions
Exercise 1: Formatting spreadsheet cells
Exercise 2: Visualizing data in a chart
Exercise 3: Customizing a chart
Question 1: List three formatting options that are available in the 'Range' Explorer.
Question 2: List three formatting options that are available in the 'Chart' Explorer.
Question 3:3D charts are not available in the Spreadsheet manager. (True/False)

21. Handling Changes and Metadata

22. Handling changes and metadata
Displayed in the Properties window.
All operations are logged from recent to old.
Metadata can be imported and edited.

23. Exercises and Review Questions
Exercise 1: Handling Spreadsheet data change Log
Exercise 2: Handling Metadata
Question 1: Explain how spreadsheet metadata schema is imported and updated in the DSS.
Question 2: The DSS keeps track of all the operations made on a spreadsheet. (True/False)
Question 3: When a spreadsheet metadata schema is imported into the DSS, can this schema be made available for time series data? (True/False)

24. Advanced Spreadsheet Tasks

25. Advanced Spreadsheet tasks
More advanced tasks can be undertaken in the Spreadsheet Manager such as :
Using built-in functions
These can be used in a similar way to MS Excel using the function tool bar menu.
More functions can be inserted from a list
Functions can be added by typing an '=' sign followed by the function name.

26. Advanced Spreadsheet tasks
More advanced tasks can be undertaken in the Spreadsheet Manager such as :
Importing and exporting data
Data can be imported into a spreadsheet either directly from the DSS database or from an excel file.
Data can also be exported into an Excel format.
This is all done seamlessly within the DSS user interface.

27. Advanced Spreadsheet tasks
More advanced tasks can be undertaken in the Spreadsheet Manager such as :
Using scripts in a spreadsheet
If you are familiar with 'macros' in Microsoft Excel, their equivalent in the DSS is called 'Scripts'.
They both help in automating common repetitive tasks.
Scripts can be called in similar way to functions by typing the '=' sign followed by the script name
A script can be also associated with a button and is called when this button is clicked

28. Exercises and Review Questions
Exercise 1: Using built-in functions in a spreadsheet
Exercise 2: Importing time series data
Exercise 3: Importing a spreadsheet
Exercise 4: Exporting spreadsheet data to the database
Exercise 5: Using a script as a spreadsheet function
Exercise 6: Using a script with a button
Question 1: List the related DSS function categories?
Question2: A script cannot be used as a function in a spreadsheet. (True\False)?