1. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall1 PowerPoint Presentation to Accompany GO! with Microsoft ® Excel 2007 Comprehensive 1e Chapter 8 Creating Macros, Using Depreciation and Conditional Functions, and Creating PivotTables and PivotChart Reports

2. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall2 Objectives Create and Run a Macro Apply Depreciation Functions Evaluate Worksheet Data with Conditional IF Functions Create a PivotTable and PivotChart

3. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall3 Create and Run a Macro A macro is a series of commands grouped together as a single command. –Examples include: Selections from menus and dialog boxes Keystrokes Clicks on toolbar buttons Macro tools are located on the Developer tab. –Do not normally show up on the Ribbon

4. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall4 Create and Run a Macro Show Developer tab in the Ribbon checkbox Popular option Excel Options dialog box

5. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall5 Create and Run a Macro The Code group displays the buttons for macros. –Only displays when macros are available The Trust Center contains security and privacy settings for Microsoft Office 2007 applications.

6. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall6 Create and Run a Macro To display the Trust Center –Click on the Developer tab –Look in the Code group –Click on the Macro Security button A macro virus is unauthorized code attached to a macro. –May damage or erase files

7. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall7 Create and Run a Macro

8. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall8 Create and Run a Macro Macro recorder: Every keystroke and mouse click is recorded and saved with a macro. A macro can be run (replayed) in any cell. Each macro needs to be named. –The first character must be a letter. –Spaces are not allowed. –No cell references.

9. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall9 Create and Run a Macro Save macro options are This Workbook, New Workbook, or Personal Macro Workbook. Macros are stored in a module using the Visual Basic for Applications (VBA) program. –VBA is a programming language. –Each macro is stored in a different module. –They are numbered consecutively.

10. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall10 Create and Run a Macro Microsoft Visual Basic window VBA code

11. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall11 Apply Depreciation Functions Depreciation is the amount that an asset decreases in value over time. Long term assets are expected to last longer than one year. –Examples: car, property owned by a firm Depreciation is an expense. There are several methods for calculating the amount of depreciation.

12. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall12 Apply Depreciation Functions

13. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall13 Apply Depreciation Functions Types of depreciation: –Straight line Equal amount each year –Sum of years’ digits Will depreciate faster during early years –Declining balance Will depreciate faster during early years The relative reference feature is used when the actions in the macro are relative to the selected cell.

14. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall14 Evaluate Worksheet Data with Conditional IF Functions Conditional functions test whether a condition is true or false by using logical or comparison expressions: –COUNTIF –SUMIF –AVERAGEIF –COUNTIFS –SUMIFS

15. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall15 Evaluate Worksheet Data with Conditional IF Functions COUNTIF –Counts items within a range that match a specific condition SUMIF –Adds the cells in a range that meet a specific condition AVERAGEIF –Calculates the average of a range of data that meets a specified condition

16. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall16 Evaluate Worksheet Data with Conditional IF Functions COUNTIFS –Counts the number of items in a list when there is more than one condition to be met SUMIFS –Adds data that matches two or more criteria

17. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall17 Create a PivotTable and PivotChart A PivotTable report displays large amounts of numerical data in different ways that can be analyzed. The source data is the range of the table. The report will be created in the PivotTable report layout area. The PivotTable Field List displays each of the column titles (fields).

18. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall18 Create a PivotTable and PivotChart Pivot Report Layout Area Areas section Fields section PivotTable Tools tab

19. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall19 Create a PivotTable and PivotChart The Areas section is used to place field names. Fields that do not contain numbers display in the Row Labels area. Fields that contain numbers display in the Values area. –Used to summarize data in the PivotTable

20. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall20 Create a PivotTable and PivotChart Data in a PivotTable is linked to the original worksheet and can be updated using the Refresh command. Custom calculations are calculations that are created in the PivotTable. You can sort data in PivotTables.

21. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall21 Create a PivotTable and PivotChart A PivotChart visually displays the data. A PivotChart is interactive and the object changes as the data changes. Data can be quickly moved so the chart displays different trends.

22. with Microsoft Excel 2007 Comprehensive 1e© 2008 Pearson Prentice Hall22 Covered Objectives Create and Run a Macro Apply Depreciation Functions Evaluate Worksheet Data with Conditional IF Functions Create a PivotTable and PivotChart