1. Spreadsheet Productivity Session Roger Grinde, Ph.D.

2. Outline  Online Information  Quick Tips  Add-Ins General Issues  Useful Functions  Advanced Features  Excel Issues To Date, Individual- Specific Issues

3. Online Information  http://pubpages.unh.edu/~rbg/black board/general_excel_links.html http://pubpages.unh.edu/~rbg/black board/general_excel_links.html http://pubpages.unh.edu/~rbg/black board/general_excel_links.html

4. Quick Tips  Keyboard shortcuts: Valuable_Keyboard_Shortcuts_02.pdf Valuable_Keyboard_Shortcuts_02.pdf  Format Painter  Pasting Excel excerpt into Word or PowerPoint –Paste Special  Metafile preserves true look of spreadsheet –Paste usually pastes as a Word table –Paste link can preserve the linkage between the documents  Moving formulas –Use Cut and Paste, not Copy and Paste –This preserves cell references properly

5. Add-Ins General Issues  Solver  Crystal Ball  Sensitivity Toolkit  Data Analysis  Documentation Tools  Managing Add-Ins: Tools  Add Ins –Don’t open more than you need. Sometimes add-ins can conflict with one another.

6. Useful Functions  Mathematical Functions –ABS, INT, ROUND, ROUNDUP, ROUNDDOWN –EXP, LN, LOG10, PI –SUM, SUMIF, SUMPRODUCT  Logical Functions –IF, AND  Statistical Functions –AVERAGE, STDEV, MIN, MAX, MODE, MEDIAN, LARGE, SMALL –COUNT, COUNTIF –RANK, PERCENTILE, PERCENTRANK –FREQUENCY, NORMDIST, NORMINV, NORMSDIST, NORMSINV –SLOPE, INTERCEPT, RSQ, CORREL  Financial functions –PMT, PV, NPV, IRR, XNPV, XIRR  Lookup & Reference Functions –VLOOKUP, HLOOKUP, MATCH, INDEX –TRANSPOSE, HYPERLINK  Text Functions –CONCATENATE

7. “Advanced” Features  Conditional Formatting  Range names  Sorting, Auto Filter & Pivot Table  Data Validation  Protection: Workbook, Worksheet, Cell  Controls: Scroll Boxes, Spinners, etc.  Macros & VBA

8. Demonstration & Experimentation  EXA_2.xls EXA_2.xls –SUMPRODUCT, MATCH, INDEX –Range Names –Format Painter –Conditional Formatting –IF functions to inform user of events

9. Demo & Experimentation (cont)  SPSS data.xls SPSS data.xls SPSS data.xls –AutoFilter, Pivot Table –COUNTIF, SUMIF –RANK, PERCENTILE, PERCENTRANK

10. Demo & Experimentation (cont)  Atlas_SES_RBG_demo.xls Atlas_SES_RBG_demo.xls –Scroll Bars, Spinners, Check Boxes –Range Name (for single value)  Road Trip Model.xls –Check Boxes, Combo Boxes –Decision Support System

11. Demo & Experimentation (cont)  Data Retriever.xls Data Retriever.xls Data Retriever.xls –Getting data from web (best-case situation) –Data validation –Static Hyperlinks –Dynamic Hyperlinks (HYPERLINK function) –CONCATENATE function –Sorting

12. Visual Basic for Applications (VBA)  Reference Sheet Reference Sheet Reference Sheet  Simple Macros.xls Simple Macros.xls Simple Macros.xls  Forecasting Functions.xls (Function Macros) Forecasting Functions.xls Forecasting Functions.xls  Docmentation Macros Add-In –Password to unlock: docmac1203

13. VLOOKUP Function  TaxLookup.xls TaxLookup.xls

14. Excel & Content Issues to Date  Data Tables: CarLoan.xls CarLoan.xls  NPV  Sensitivity Analysis  Other