1. Decision Analysis With Spreadsheet Software
Skills Module 1
Decision Analysis With Spreadsheet Software
Skills Module 1- Slide 1
Management Information Systems for the Information Age Second Canadian Edition

2. Main Map Lists Basic AutoFilter Custom AutoFilter
Conditional Formatting
Pivot Tables
Back to Decision Support
Skills Module 1- Slide 2
Management Information Systems for the Information Age Second Canadian Edition

3. Access the Online Learning Centre at www.mcgrawhill.ca/college/haag
Introduction
Access the Online Learning Centre at
Select Data Files and download the file called SLM1_Customer.xls.
Skills Module 1- Slide 3
Management Information Systems for the Information Age Second Canadian Edition

4. Lists Lists  Basic AutoFilter Custom AutoFilter
Conditional Formatting
Pivot Tables
Back to Decision Support
Skills Module 1- Slide 4
Management Information Systems for the Information Age Second Canadian Edition

5. Lists
List - a collection of information arranged in columns and rows in which each column displays one particular type of information.
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Management Information Systems for the Information Age Second Canadian Edition

6. Lists
Figure M1.1 Number of Customers by Region and Rent Versus Own module page 2
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Management Information Systems for the Information Age Second Canadian Edition

7. Each column has only one type of information.
Lists
Each column has only one type of information.
The first row in the list contains the labels or column headings.
The list does not contain any blank rows.
The list is bordered on all four sides by blank rows and blank columns.
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Management Information Systems for the Information Age Second Canadian Edition

8. Lists List definition table - a description of a list by column.
The columns of information in Figure M1.2 include:
CUST ID – a unique ID for each customer
REGION – the region in which the customer lives
RENT VS. OWN – whether the customer rents or owns a home
NUM HOUSEHOLD – number of family members
ANNUAL INCOME – total combined annual income
TOTAL PURCHASES – dollar total of all purchases made by the customer within the last six months
NUM PURCHASES – count of all purchase made by the customer within the last six months.
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Management Information Systems for the Information Age Second Canadian Edition

9. Figure M1.2 The Complete List of Customers module page 4
Lists
Figure M1.2 The Complete List of Customers module page 4
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Management Information Systems for the Information Age Second Canadian Edition

10. Basic AutoFilter Lists Basic AutoFilter  Custom AutoFilter
Conditional Formatting
Pivot Tables
Back to Decision Support
Skills Module 1- Slide 10
Management Information Systems for the Information Age Second Canadian Edition

11. Basic AutoFilter
AutoFilter function - filters a list and allows you to hide all the rows in a list except those that match criteria you specify.
To use AutoFilter:
Click in any cell in the list.
Click on Data, point at Filter, and click on AutoFilter.
Click on a list arrow box and choose filtering.
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Management Information Systems for the Information Age Second Canadian Edition

12. Basic AutoFilter
Figure M1.3 Using AutoFilter to See Customers in the North Region module page 5
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Management Information Systems for the Information Age Second Canadian Edition

13. You can filter on multiple columns.
Basic AutoFilter
You can filter on multiple columns.
Figure M1.4 on module page 6 filters on:
REGION: North
RENT VS. OWN: Own
NUM HOUSEHOLD: 1
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Management Information Systems for the Information Age Second Canadian Edition

14. Figure M1.4 A List Generated with Three Filters module page 6
Basic AutoFilter
Figure M1.4 A List Generated with Three Filters module page 6
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Management Information Systems for the Information Age Second Canadian Edition

15. Lists, List Definition Tables,
Basic AutoFilter
On Your Own
Lists, List Definition Tables,
and Using AutoFilter
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Management Information Systems for the Information Age Second Canadian Edition

16. Custom AutoFilter Lists Basic AutoFilter Custom AutoFilter 
Conditional Formatting
Pivot Tables
Back to Decision Support
Skills Module 1- Slide 16
Management Information Systems for the Information Age Second Canadian Edition

17. To perform Custom AutoFilter, click on (Custom…) in list arrow box.
Custom AutoFilter function - allows you to hide all the rows in a list except those that match criteria, besides “is equal to,” you specify.
To perform Custom AutoFilter, click on (Custom…) in list arrow box.
To see all customers who have at least 4 people in their household, perform the steps on the following slides.
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Management Information Systems for the Information Age Second Canadian Edition

18. Select (Custom…) from list arrow box for NUM HOUSEHOLD.
Custom AutoFilter
Select (Custom…) from list arrow box for NUM HOUSEHOLD.
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Management Information Systems for the Information Age Second Canadian Edition

19. You will then see a Custom AutoFilter box.
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Management Information Systems for the Information Age Second Canadian Edition

20. Custom AutoFilter
In top-left entry box, click on the pull-down arrow and click on is greater than.
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Management Information Systems for the Information Age Second Canadian Edition

21. In top-right entry box, click on the pull down arrow and click on 3.
Custom AutoFilter
In top-right entry box, click on the pull down arrow and click on 3.
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Management Information Systems for the Information Age Second Canadian Edition

22. Custom AutoFilter Skills Module 1- Slide 22
Management Information Systems for the Information Age Second Canadian Edition

23. You can also use “and” and “or” with Custom AutoFilter.
What customers have spent less than $20 or more than $100 in the past six months?
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Management Information Systems for the Information Age Second Canadian Edition

24. Custom AutoFilter Skills Module 1- Slide 24
Management Information Systems for the Information Age Second Canadian Edition

25. Custom AutoFilter
Figure M1.6 Using a Custom AutoFilter with Multiple Criteria module page 9
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Management Information Systems for the Information Age Second Canadian Edition

26. Using Custom AutoFilters
Team Work
Using Custom AutoFilters
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Management Information Systems for the Information Age Second Canadian Edition

27. Conditional Formatting
Lists
Basic AutoFilter
Custom AutoFilter
Conditional Formatting 
Pivot Tables
Back to Decision Support
Skills Module 1- Slide 27
Management Information Systems for the Information Age Second Canadian Edition

28. Conditional Formatting
Conditional formatting - highlights the information in a cell that meets some criteria you specify.
To conditionally format in red all TOTAL PURCHASES greater than $100, perform the steps on the following slides.
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Management Information Systems for the Information Age Second Canadian Edition

29. Conditional Formatting
Select entire TOTAL PURCHASES column.
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Management Information Systems for the Information Age Second Canadian Edition

30. Conditional Formatting
Click on Format and then Conditional Formatting.
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Management Information Systems for the Information Age Second Canadian Edition

31. Conditional Formatting
Pull down arrow for the field second from the left and click on the greater than.
In the field on the right, enter 100.
Click on Format.
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Management Information Systems for the Information Age Second Canadian Edition

32. Conditional Formatting
Click on Patterns tab.
Choose the colour red.
Click on Ok (twice).
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Management Information Systems for the Information Age Second Canadian Edition

33. Conditional Formatting
Figure M1.8 The Result of Applying Conditional Formatting module page 12
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Management Information Systems for the Information Age Second Canadian Edition

34. Conditional Formatting
Team Work
Conditional Formatting
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Management Information Systems for the Information Age Second Canadian Edition

35. Pivot Tables Lists Basic AutoFilter Custom AutoFilter
Conditional Formatting
Pivot Tables 
Back to Decision SupporT
Skills Module 1- Slide 35
Management Information Systems for the Information Age Second Canadian Edition

36. Figure M1.9 The First Steps in Creating a Pivot Table module page 14
Pivot Tables
Pivot table - enables you to group and summarize information.
Figure M1.9 The First Steps in Creating a Pivot Table module page 14
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Management Information Systems for the Information Age Second Canadian Edition

37. To create a pivot table, perform the following steps:
Pivot Tables
To create a pivot table, perform the following steps:
Click on Data and then PivotTable and PivotChart Report.
In Step 1 of 3, click on Next.
In Step 2 of 3, click on Next.
In Step 3 of 3, click on Finish.
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Management Information Systems for the Information Age Second Canadian Edition

38. Pivot Tables
First, from the menu bar, click on Data and then PivotTable and PivotChart Report.
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Management Information Systems for the Information Age Second Canadian Edition

39. Second, click on Next in the Step 1 of 3 box.
Pivot Tables
Second, click on Next in the Step 1 of 3 box.
Assumes pivot table will come from a list.
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Management Information Systems for the Information Age Second Canadian Edition

40. Third, click on Next in the Step 2 of 3 box.
Pivot Tables
Third, click on Next in the Step 2 of 3 box.
This defaults to the entire list.
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Management Information Systems for the Information Age Second Canadian Edition

41. Fourth, click on Finish in the Step 3 of 3 box.
Pivot Tables
Fourth, click on Finish in the Step 3 of 3 box.
This places the pivot table in a new worksheet.
Skills Module 1- Slide 41
Management Information Systems for the Information Age Second Canadian Edition

42. You will then see a skeletal structure of a pivot table.
Pivot Tables
You will then see a skeletal structure of a pivot table.
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Management Information Systems for the Information Age Second Canadian Edition

43. Pivot Tables
We want to build a pivot table just the like the one in Figure M1.1 on module page 2.
It shows number of customers by REGION and RENT VS OWN.
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Management Information Systems for the Information Age Second Canadian Edition

44. From Pivot Table Field List box:
Pivot Tables
From Pivot Table Field List box:
Drag REGION and drop it into “Drop Row Fields Here.”
Drag RENT VS OWN and drop it into “Drop Column Fields Here.”
Drag CUST ID and drop it into “Drop Data Items Here.”
Result is shown on next slide.
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Management Information Systems for the Information Age Second Canadian Edition

45. Pivot Tables
Figure M1.11 Creating a Pivot Table by Dragging and Dropping Information module page 16
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Management Information Systems for the Information Age Second Canadian Edition

46. The default aggregation is by summing, not what we want.
Pivot Tables
The default aggregation is by summing, not what we want.
To change to counting of CUST ID, perform the steps on the following slides.
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Management Information Systems for the Information Age Second Canadian Edition

47. Click on the Field Settings button in the Pivot Table toolbar.
Pivot Tables
Click on the Field Settings button in the Pivot Table toolbar.
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Management Information Systems for the Information Age Second Canadian Edition

48. Click on Count in Summarize by:
Pivot Tables
Click on Count in Summarize by:
Click on OK.
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Management Information Systems for the Information Age Second Canadian Edition

49. Pivot Tables Skills Module 1- Slide 49
Management Information Systems for the Information Age Second Canadian Edition

50. We added TOTAL PURCHASES in Figure M1.13.
Pivot Tables
You can add as many pieces of information to a pivot table as you want.
We added TOTAL PURCHASES in Figure M1.13.
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Management Information Systems for the Information Age Second Canadian Edition

51. Pivot Tables
Figure M1.13 An Added Field of Information to a Pivot Table module page 18
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Management Information Systems for the Information Age Second Canadian Edition

52. Pivot Tables On Your Own Creating a Pivot Table
Skills Module 1- Slide 52
Management Information Systems for the Information Age Second Canadian Edition

53. Back to Decision Support
Lists
Basic AutoFilter
Custom AutoFilter
Conditional Formatting
Pivot Tables
Back to Decision Support 
Skills Module 1- Slide 53
Management Information Systems for the Information Age Second Canadian Edition

54. BACK TO DECISION SUPPORT
AutoFilter - helps you quickly create a view of a partial list of information.
Conditional Formatting - maintains the view of the entire list of information but highlights key pieces of information that you may be looking for.
Pivot table - helps you quickly aggregate or summarize information by dimension.
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Management Information Systems for the Information Age Second Canadian Edition

55. Summary Student Learning Outcomes
Define list and list definition table within the context of spreadsheet software and describe the importance of each.
Compare and contrast the AutoFilter function and the Custom AutoFilter function in spreadsheet software.
Describe the purpose of using conditional formatting.
Define a pivot table and describe how you can use it to view summarized information by dimension.
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Management Information Systems for the Information Age Second Canadian Edition

56. Summary Assignments and Exercises
What production problems do you have?
Evaluating total purchases and annual income
Finding out information about your employees
Exploring information at B&B travel
Create a list for a bookstore
Skills Module 1- Slide 56
Management Information Systems for the Information Age Second Canadian Edition