1. Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103 Craig Forster – BEHS 101

2. Files for this Class Session  Chapter 3 ConditionalFormat.xls Subtotal.xls Filter.xls Scenario.xls Validation.xls  Chapter 4 Autosum.xls ChangeValues.xls ConditionalFormula.xls

3. Conditional Formatting  This allows you to automatically designate a format for data that fit a particular condition.  Select a range of cells  Format => Conditional Formatting For example, if the value is negative, make the text red  To remove formatting: Format => Conditional Formatting => Delete  You can nest 3 conditional formats Simon, Chapter 3

4. Conditional Formatting (ConditionalFormat.xls)  Format => Conditional Formatting Simon, Chapter 3

5. Subtotals  Subtotals are useful when data are formatted symmetrically Dimensioned with multiple categories  This can be useful in many applications Accounting Data summary Reports Simon, Chapter 3

6. Subtotals: Subtotal.xls  Select entire data block  Data => Subtotal=>By month, etc.  Explore options Simon, Chapter 3

7. Filtering Data  Filtering data allows you to Highlight particular characteristics in the data Identify data elements based on comparisons to the rest of the data set  You can build customized filters that useful for you routine reports and analyzes. Automates your work. Simon, Chapter 3

8. Filters: Filter.xls  Data => Filter => Indicated Options  Explore customized filter options Simon, Chapter 3

9. Scenarios Analysis  Excel Scenario Manager helps you Set up scenarios Explore alternative assumptions Save “what if” results to compare effects  Note: Scenarios change your data. Back up your original data set  Tools => Scenario Simon, Chapter 3

10. Scenarios: Scenario.xls  Save “what if” results to compare effects  Tools  Scenario  Add Simon, Chapter 3

11. Scenarios: Scenario.xls  Name Scenario  Identify target cells (B2 & B4)  OK  Now change values in B2 & B4 for scenario  Save Simon, Chapter 3

12. Validation: Validation.xls  Prevent data entry errors  Data  Validate  Specify rule Simon, Chapter 3

13. Entering Formulas: Autosum.xls  Have cursor in the cell that you want the formula to appear  Variety of ways to enter formula Manually key them in (begin with =) Buttons on tool bar Drop down menu Insert => Function  Editing Formulas  Copy and Paste Formulas Simon, Chapter 4

14. Solver: ChangeValues.xls  Use to target results – “reverse solution”  Provide solution and solve for parameters that produce the solution  Tools  Solver  Set Target (B4)  Value = -1550  By Changing (“Guess”) B2..B3  Solve Simon, Chapter 4

15. Solver Set Target B4 Select Variables B2..B3 Simon, Chapter 4 Specify Value for Solution: -1550

16. IF Statements: ConditionalFormula.xls  Cell takes a value determined by a condition  IF(logical_test,value_if_true,value_if_false) Simon, Chapter 4

17. Additional Information in Chapter 4  Including ranges of data in formulas  Tracing formulas This is useful with complex spreadsheets  Looking up values  Ranking  Amortization tables  NOTE: Chapter 4 is chalked full of very useful information. Simon, Chapter 4