1. Formula Auditing, Data Validation, and Complex Problem Solving
Microsoft Excel 2010
Chapter 9
Formula Auditing, Data Validation, and Complex Problem Solving

2. Objectives Use formula auditing techniques to analyze a worksheet
Trace precedents and dependents
Add data validation rules to cells
Use Error Checking to identify and correct errors
Use trial and error to solve a problem on a worksheet
Use goal seeking to solve a problem
Formula Auditing, Data Validation, and Complex Problem Solving

3. Objectives Circle invalid data on a worksheet
Use Solver to solve a complex problem
Use the Scenario Manager to record and save sets of what-if assumptions
Create a Scenario Summary report
Create a Scenario PivotTable report
Save a workbook for use in a previous version of Excel
Formula Auditing, Data Validation, and Complex Problem Solving

4. Project – River’s Edge Handweavers Show Inventory Worksheet
Formula Auditing, Data Validation, and Complex Problem Solving

5. General Project Guidelines
Analyze the formulas in the workbook to learn about the workbook
Establish data validation rules for changing cells
Propose strategies for solving a complex problem
Consider which cells in the worksheet constitute a scenario
Evaluate the steps to take in finalizing a workbook
Formula Auditing, Data Validation, and Complex Problem Solving

6. Tracing Precedents
Select the cell for which you wish to trace the precedents
Click the Trace Precedents button (Formula Auditing group | Formulas tab) to draw a tracer arrow across precedents of the selected cell
Click the Trace Precedents button (Formula Auditing group | Formulas tab) again to draw arrows indicating the next level of precedents
Formula Auditing, Data Validation, and Complex Problem Solving

7. Tracing Precedents
Formula Auditing, Data Validation, and Complex Problem Solving

8. Reviewing Precedents on a Different Worksheet
Double-click the dashed arrow pointing to the dot identifying precedents on another worksheet to display the Go To dialog box
Select the desired sheet and cell reference
Click the OK button to switch to the other worksheet
Formula Auditing, Data Validation, and Complex Problem Solving

9. Reviewing Precedents on a Different Worksheet
Formula Auditing, Data Validation, and Complex Problem Solving

10. Removing the Precedent Arrows
Click the Remove Arrows button arrow (Formulas tab | Formula Auditing group) to display the Remove Arrows menu
Click Remove Precedent Arrows to remove precedent arrows
Click the Remove Arrows button arrow (Formulas tab | Formula Auditing group) again to display the Remove Arrows menu
Click Remove Arrows to remove the remaining tracer arrows
Formula Auditing, Data Validation, and Complex Problem Solving

11. Removing the Precedent Arrows
Formula Auditing, Data Validation, and Complex Problem Solving

12. Tracing Dependents
Click the cell for which you want to trace dependents
Click the Trace Dependents button the desired number of times (Formulas tab | Formula Auditing group) to draw arrows to dependent cells
Formula Auditing, Data Validation, and Complex Problem Solving

13. Tracing Dependents
Formula Auditing, Data Validation, and Complex Problem Solving

14. Removing the Dependent Arrows
Click the Remove Arrows button (Formula Auditing group | Formulas tab) to remove all of the dependent arrows
Formula Auditing, Data Validation, and Complex Problem Solving

15. Opening the Watch Window and Adding Cell Watches
Click the Watch Window button (Formulas tab | Formula Auditing group) to open the Watch Window
Click the Add Watch button on the Watch Window toolbar to display the Add Watch dialog box
Select the desired cell(s) to watch
Click the Add button to add the selected cells to the Watch Window
Formula Auditing, Data Validation, and Complex Problem Solving

16. Opening the Watch Window and Adding Cell Watches
Formula Auditing, Data Validation, and Complex Problem Solving

17. Using Error Checking to Correct Errors
Select the cell with an error code
Click the Error Checking button (Formulas tab | Formula Auditing group) to display the Error Checking dialog box
Click the Trace Error button to highlight the precedent of the active cell
Click the Resume button to resume checking errors
Click the OK button to close the dialog box
Formula Auditing, Data Validation, and Complex Problem Solving

18. Using Error Checking to Correct Errors
Formula Auditing, Data Validation, and Complex Problem Solving

19. Adding Data Validation to Cells
Select the cells to which you wish to add the data validation
Click the Data Validation button (Data tab | Data Tools group) to display the Data Validation dialog box
Set the desired values on the Settings, Input Message, and Error Alert tabs
Click the OK button to accept the data validation settings for the selected cells
Formula Auditing, Data Validation, and Complex Problem Solving

20. Adding Data Validation to Cells
Formula Auditing, Data Validation, and Complex Problem Solving

21. Adding Data Validation to Cells
Formula Auditing, Data Validation, and Complex Problem Solving

22. Adding Data Validation to Cells
Formula Auditing, Data Validation, and Complex Problem Solving

23. Using Trial and Error to Attempt to Solve a Complex Problem
Trial and error is not making blind guesses
If you understand how the spreadsheet is set up and how the various variables interact, you can use this knowledge and logic to inform each subsequent trial following the first trial
Formula Auditing, Data Validation, and Complex Problem Solving

24. Using Trial and Error to Attempt to Solve a Complex Problem
Formula Auditing, Data Validation, and Complex Problem Solving

25. Using the Goal Seek Command to Attempt to Solve a Complex Problem
Click the What-If Analysis button (Data tab | Data Tools group) to display the What-If Analysis menu
Click Goal Seek to display the Goal Seek dialog box
Enter the desired values in the Set cell, To value, and ‘By changing cell’ text boxes
Click the OK button to seek the goal
Formula Auditing, Data Validation, and Complex Problem Solving

26. Using the Goal Seek Command to Attempt to Solve a Complex Problem
Formula Auditing, Data Validation, and Complex Problem Solving

27. Circling Invalid Data and Clearing Validation Circles
Click the Data Validation button arrow (Data tab | Data Tools group) to display the Data Validation menu
Click Circle Invalid Data on the Data Validation menu to place a red validation circle around invalid data
Click Clear Validation Circles on the Data Validation menu to remove the red validation circle(s)
Formula Auditing, Data Validation, and Complex Problem Solving

28. Circling Invalid Data and Clearing Validation Circles
Formula Auditing, Data Validation, and Complex Problem Solving

29. Using Solver to Find the Optimal Solution to a Complex Problem
Click the Solver button (Data tab | Analysis group) to display the Solver Parameters dialog box
Click the Collapse Dialog button in the Set Objective text box to collapse the Solver Parameters dialog box
Click the desired target cell
Click the Expand Dialog button on the right side of the collapsed Solver Parameters dialog box to expand the dialog box
If desired, click the Max, Min, or Value Of option button
Formula Auditing, Data Validation, and Complex Problem Solving

30. Using Solver to Find the Optimal Solution to a Complex Problem
Click the Collapse Dialog button in the By Changing Variable Cells text box to collapse the Solver Parameters dialog box
Select the range(s) to enter the cells containing the set(s) of values to adjust
Click the Expand Dialog button on the right side of the collapsed Solver Parameters dialog box to expand the dialog box
Click the Add button to display the Add Constraint dialog box
Select the range of values you wish to add as the cell reference for the constraint to set the value of the Cell Reference box
Formula Auditing, Data Validation, and Complex Problem Solving

31. Using Solver to Find the Optimal Solution to a Complex Problem
Click the middle box arrow, and then select the desired value
Type the desired value in the Constraint box
Click the Add button
Repeat the previous four steps to add additional constraints
When finished with the final constraint, click the OK button to close the dialog box and display the Solver Parameters dialog box
Click the Select a Solving Method arrow button to display a list of solving methods
Formula Auditing, Data Validation, and Complex Problem Solving

32. Using Solver to Find the Optimal Solution to a Complex Problem
Click the desired solving method
Click the Solve button to display the Solver Results dialog box
Click the desired item in the Reports list to select the type of report to generate
Click the OK button to display the values found by Solver and the newly recalculated totals
Formula Auditing, Data Validation, and Complex Problem Solving

33. Using Solver to Find the Optimal Solution to a Complex Problem
Formula Auditing, Data Validation, and Complex Problem Solving

34. Viewing the Solver Answer Report
Click the Answer Report 1 sheet tab to display the Solver Answer Report
Formula Auditing, Data Validation, and Complex Problem Solving

35. Saving the Current Data as a Scenario
Click the What-If Analysis button (Data tab | Data Tools group) to display the What-If Analysis menu
Click Scenario Manager on the What-If Analysis menu to display the Scenario Manager dialog box
Click the Add button to prepare for adding a scenario to the workbook
When Excel displays the Add Scenario dialog box, type the desired name in the Scenario name text box
Click the Collapse Dialog button to collapse the dialog box
Select the range(s) to select the cells for the scenario
Formula Auditing, Data Validation, and Complex Problem Solving

36. Saving the Current Data as a Scenario
Click the Expand Dialog button to change the Add Scenario dialog box to the Edit Scenario dialog box
Click the OK button to accept the settings in the dialog box and display the Scenario Values dialog box
Click the OK button to display the Scenario Manager dialog box with the new scenario selected in the Scenarios list
Click the Close button in the Scenario Manager dialog box to save the new scenario in the workbook
Formula Auditing, Data Validation, and Complex Problem Solving

37. Saving the Current Data as a Scenario
Formula Auditing, Data Validation, and Complex Problem Solving

38. Using Solver to Find a New Solution
Click the Solver button (Data tab | Analysis group) to display the Solver Parameters dialog box with the target cell, changing cells, and constraints used with the previous scenario
Click the Solve button to solve the problem using Solver and the constraints just entered and display the Solver Results dialog box
Click the desired item in the Reports list to select a report type
Click the OK button to display the values found by solver
Formula Auditing, Data Validation, and Complex Problem Solving

39. Using Solver to Find a New Solution
Formula Auditing, Data Validation, and Complex Problem Solving

40. Showing a Saved Scenario
Click the What-If Analysis button (Data tab | Data Tools group) to display the What-If Analysis menu
Click Scenario Manager on the What-If Analysis menu to display the Scenario Manager dialog box
Select the desired scenario in the Scenarios list
Click the Show button to display the data for the selected scenario in the worksheet
Click the Close button to close the dialog box
Formula Auditing, Data Validation, and Complex Problem Solving

41. Showing a Saved Scenario
Formula Auditing, Data Validation, and Complex Problem Solving

42. Creating a Scenario Summary Worksheet
Select the result cells to summarize
Click the What-If Analysis button (Data tab | Data Tools group) to display the What-If Analysis menu
Click Scenario Manager on the What-If Analysis menu to display the Scenario Manager dialog box
Click the Summary button to display the Scenario Summary dialog box
Click the OK button to generate a Scenario Summary report
Formula Auditing, Data Validation, and Complex Problem Solving

43. Creating a Scenario Summary Worksheet
Formula Auditing, Data Validation, and Complex Problem Solving

44. Creating a Scenario PivotTable Worksheet
Click the What-If Analysis button (Data tab | Data Tools group) to display the What-If Analysis menu
Click Scenario Manager to display the Scenario Manager dialog box
Click the Summary button to display the Scenario Summary dialog box
In the Scenario Summary dialog box, click the Scenario PivotTable report option button in the Report type area
Click the OK button to display the Scenario PivotTable
Formula Auditing, Data Validation, and Complex Problem Solving

45. Creating a Scenario PivotTable Worksheet
Formula Auditing, Data Validation, and Complex Problem Solving

46. Inspecting a Document for Hidden and Personal Information
Click File on the Ribbon to open the Backstage view
If necessary, click the Info tab in the Backstage view to display the Info gallery
Click the Check for Issues button in the Info gallery to display the Check for Issues menu
Click Inspect Document to display the Document Inspector dialog box
Click the Inspect button to run the Document Inspector and display its results
Formula Auditing, Data Validation, and Complex Problem Solving

47. Inspecting a Document for Hidden and Personal Information
Formula Auditing, Data Validation, and Complex Problem Solving

48. Click the Save As command (File tab) to display the Save As dialog box
Checking Compatibility and Saving a Workbook Using the Excel Workbook File Format and Marking a Workbook as Final
Click the Save As command (File tab) to display the Save As dialog box
Click the ‘Save as type’ button and then click Excel Workbook to select the file format
Click the Save button to display the Microsoft Excel – Compatibility Checker dialog box
Click the Continue button to save the workbook in the Excel Workbook file format
Click File on the Ribbon to open the Backstage view
Click the Protect Workbook button to display the Protect Workbook menu
Formula Auditing, Data Validation, and Complex Problem Solving

49. Click Mark as Final to display the Microsoft Excel dialog box
Checking Compatibility and Saving a Workbook Using the Excel Workbook File Format and Marking a Workbook as Final
Click Mark as Final to display the Microsoft Excel dialog box
Click the OK button to indicate you want to mark the workbook as final
If necessary, click the Continue button to display the Microsoft Excel dialog box
Click the OK button to close the Microsoft Excel dialog box and mark the workbook as final
Formula Auditing, Data Validation, and Complex Problem Solving

50. Checking Compatibility and Saving a Workbook Using the Excel Workbook File Format and Marking a Workbook as Final
Formula Auditing, Data Validation, and Complex Problem Solving

51. Checking Compatibility and Saving a Workbook Using the Excel Workbook File Format and Marking a Workbook as Final
Formula Auditing, Data Validation, and Complex Problem Solving

52. Chapter Summary Use formula auditing techniques to analyze a worksheet
Trace precedents and dependents
Add data validation rules to cells
Use Error Checking to identify and correct errors
Use trial and error to solve a problem on a worksheet
Use goal seeking to solve a problem
Formula Auditing, Data Validation, and Complex Problem Solving

53. Chapter Summary Circle invalid data on a worksheet
Use Solver to solve a complex problem
Use the Scenario Manager to record and save sets of what-if assumptions
Create a Scenario Summary report
Create a Scenario PivotTable report
Save a workbook for use in a previous version of Excel
Formula Auditing, Data Validation, and Complex Problem Solving

54. Microsoft Excel 2010
Chapter 9 Complete