1. Excel @ a Glance Henry C. Co Technology and Operations Management, California Polytechnic and State University

2. Sorting 2Excel @ a Glance (Henry C. Co)

3. Using Ctrl, Shift and Arrow Keys  To move the first or last cell of a contiguous data block without scrolling  How? Ctrl-Arrow  Move to the first/last data cell in the arrow direction Ctrl-Shift-Arrow  Selects the cells between the current cell and the first/last data cell  Learn by Doing: 3Excel @ a Glance (Henry C. Co)

4. Relative and Absolute References  Put a “$” before the Row or the Column you want to toggle to Absolute or Relative  F4 key toggles through the different options Excel @ a Glance (Henry C. Co)4 Double Click to copy down formula Double Click here to copy down the formula

5. Function IF  Conditional comparisons are used in virtually all spreadsheets  Use “AND” “OR” functions to enable more complicated logical comparisons Excel @ a Glance (Henry C. Co)5 AND(Comparison 1,Comparison2,Comparison3,…) OR(Comparison 1,Comparison2,Comparison3,…) Example: IF(Comparison,TrueAction,FalseAction) D2=IF(AND(B2="Senior Consultant",C2>=200000), C2*3%, IF(AND(B2="Junior Consultant",C2>=150000),C2*2%, "No Bonus"))

6. Counting  COUNT: count the number of cells containing numbers  COUNTA: count the number of non-empty cells  COUNTBLANK : count the number of empty cells 6Excel @ a Glance (Henry C. Co)

7.  COUNTIF: 7Excel @ a Glance (Henry C. Co) D10=COUNTIF(C2:C6,“>200000”) D10=COUNTIF(C2:C6,">" &$C$8) Notice the “” sign for the Comparison value.

8. SUM(Range1,Range2,Value1,…) SUMIF(Range, “Comparison”, SumRange) If a SumRange IS NOT specified, SUMIF sums the cells meeting the Comparison criteria in the specified Range If a SumRange IS specified, SUMIF sums the cells in SumRange where the corresponding cells in Range meets the Comparison criteria SUMIF(B2:B14,“>15) SUMIF(B2:B14,">" &$B$20) Functions SUM and SUMIF Excel @ a Glance (Henry C. Co)8 Notice the “” sign for the Comparison value.

9. ROUND(Number,Digits) ==> Round the number (or cell) to the specified number of digits If Digit = 0, then Number is rounded to nearest integer If Digit > 0, then Number is rounded to the specified number of decimal places If Digit < 0, then Number is rounded to the specified number of digits left of the decimal place Function Round Excel @ a Glance (Henry C. Co)9

10. Function NPV Excel @ a Glance (Henry C. Co)10 NPV (Rate, Value1, [Value2],…) returns the net present value of an investment based on a discount rate and a series of future (negative values) and income (positive values). Rate = the discount % over the length of one period.

11. Excel @ a Glance (Henry C. Co)11 Note: F20=NPV($H$4,G18:J18)+F18

12. VLOOKUP(SearchValue,Range,ColumnNumber, Error) SearchValue indicates the “match key” (i.e., find the row that contains the SearchValue in the first column) Range specifies the cells containing the data ColumnNumber specifies the column that contains the data element you want Error determines what happens when Excel does not find the exact SearchValue you want. FALSE leads Excel to display a #N/A when an exact match cannot be found. TRUE leads Excel to display the next smaller value than SearchValue Function VLOOKUP Excel @ a Glance (Henry C. Co)12 Note: The 1st column of data must be in ascending order.

13. Using RAND() and VLOOKUP Based on: G.D.Eppen, F.J.Gould, C.P.Schmidt, Jeffrey H. Moore, and Larry R. Weatherford, Introductory Management Science: Decision Modeling with Spreadsheets, 5th Edition, Prentice Hall, ISBN 0- 13-907536-4, pages 518-532.

14. Stochastic Demand Function RAND() returns a random number between 0 and 1.

15. Excel @ a Glance (Henry C. Co)15 G10=VLOOKUP(RAND(),$B$4:$C$10,2,1); copy and paste onto H10:J10

16. Using Data Tables Generating 100 Trials using Data Table

17. Excel @ a Glance (Henry C. Co)17 B2 = Simulated NPV value from the “Random Demand” Worksheet. Select the range A2:B101

18. Excel @ a Glance (Henry C. Co)18 Click the Data menu and select Table. In the Table Dialog box, enter C1 as shown. RAND() is volatile. Convert the formulas to values by copying and pasting the range A2:B101, as shown:

19. Data Analysis (Descriptive Statistics)

20. Excel @ a Glance (Henry C. Co)20

21. Excel @ a Glance (Henry C. Co)21

22. Excel @ a Glance (Henry C. Co)22 Confidence Interval  95% Confidence Interval = Mean  (1.96 * Standard Deviation/Sqrt (count)  E21=$E$4-1.96*$E$8/SQRT($E$16)  E22=$E$4+1.96*$E$8/SQRT($E$16)

23. Excel @ a Glance (Henry C. Co)23 Histogram

24. Excel @ a Glance (Henry C. Co)24

25. Protecting a spreadsheet or workbook involves two steps Designating which cells to be locked or hidden Protecting the spreadsheet or workbook Note several weird peculiarities: The default for all cells in a spreadsheet if LOCKED. So if you want the receiver of your worksheet to change the content of a cell, unlock the cell before protecting the spreadsheet The formulas in a cell can be seen even if the spreadsheet is lock -- UNLESS you hide that cell before protecting the spreadsheet To lock/unlock and hide/unhide a cell, select the cell(s) and select Format  Cell. Select the Protection tab when the dialog box appears To protect/unprotect a spreadsheet, select Tools  Protection  Protect Sheet Protecting Cells and Worksheets Excel @ a Glance (Henry C. Co)25