1. Office 2003 Post-Advanced Concepts and Techniques M i c r o s o f t Excel Project 8 Formula Auditing, Data Validation, and Complex Problem Solving

2. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 2 Objectives Use the Formula Auditing toolbar to analyze a worksheet Trace precedents and dependents Use the Watch Window to monitor cell values Add data validation rules to cells Circle invalid data on a worksheet

3. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 3 Objectives Use trial and error to solve a problem on a worksheet Use goal seeking to solve a problem Use Excel’s Solver to solve a complex problem Password-protect a workbook file Use Excel’s Scenario Manager to record and save different sets of what-if assumptions and the corresponding results

4. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 4 Objectives Create a Scenario Summary of scenarios Create a Scenario PivotTable Set and change the properties of a workbook Attach a custom toolbar to a workbook

5. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 5 Showing the Formula Auditing Toolbar Start Excel, open, and make the necessary adjustments to the workbook as described on page EX 575 Click Tools on the menu bar and then point to Formula Auditing Click Show Formula Auditing Toolbar

6. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 6 Showing the Formula Auditing Toolbar

7. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 7 Tracing Precedents Click cell E14 and then click the Trace Precedents button on the Formula Auditing toolbar Click the Trace Precedents button two more times

8. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 8 Removing the Precedent Arrows Click the Remove Precedent Arrows button on the Formula Auditing toolbar twice Click the Remove Precedent Arrows button again

9. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 9 Tracing Dependents Click cell B8 and then click the Trace Dependents button on the Formula Auditing toolbar Click the Trace Dependents button two more times

10. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 10 Removing the Dependent Arrows Click the Remove All Arrows button on the Formula Auditing toolbar

11. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 11 Adding Data Validation to Cells Select the range B8:B11 While holding down the CTRL key, select the range C8:C10 While holding down the CTRL key, select the range D8:D9 Click Data on the menu bar Click Validation

12. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 12 Adding Data Validation to Cells When Excel displays the Data Validation dialog box, click the Allow box arrow and then click Whole number in the Allow list Click the Data box arrow and then click greater than or equal to in the Data list Type 0 in the Minimum box Click the Input Message tab and then type Discs to Replicate in the Title text box Type Enter the number of discs to replicate on the machine. The number must be a whole number that is greater than or equal to zero

13. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 13 Adding Data Validation to Cells Click the Error Alert tab and then type Input Error in the Title text box Type You must enter a whole number that is greater than or equal to zero. In the Error message text box Click the OK button Click cell E21

14. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 14 Adding Data Validation to Cells

15. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 15 Opening the Watch Window and Adding Cell Watches Click the Show Watch Window button on the Formula Auditing toolbar Click the Add Watch button on the Watch Window toolbar If necessary, move the Add Watch dialog box so that column E is not hidden Select the range E8:E11

16. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 16 Opening the Watch Window and Adding Cell Watches Hold down the CTRL key and then click cell E14 Click the Add button If necessary, expand the Name column to view the cell names in the third column

17. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 17 Using Trial and Error to Attempt to Solve a Complex Problem If necessary, resize the Watch Window so that only the cell watches appear as shown in Figure 8-19 on page EX 588 Click cell B8 and type 2.5 as the number of CDs to replicate on Machine 1 and then press the ENTER key Click the Retry button Type 200 as the number of CDs to replicate on Machine 1 in cell B8 Click cell B10 and type 300 as the number of DVDs to replicate on Machine 1

18. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 18 Using Trial and Error to Attempt to Solve a Complex Problem Click cell B11 and type 285 as the number of SACDs to replicate on Machine 1 Click cell C9 and type 255 as the number of VCDs to replicate on Machine 2 and then press the ENTER key Click cell D8 and type 200 as the number of CDs to replicate on Machine 3 Click cell B8, type 0 as the number of CDs to replicate on Machine 1, and then press the ENTER key

19. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 19 Using Trial and Error to Attempt to Solve a Complex Problem

20. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 20 Using the Goal Seek Command to Attempt to Solve a Complex Problem Click cell B13, the cell that contains the total hours for the order Click Tools on the menu bar Click Goal Seek Click the To value text box Type 50 and then click the By changing cell box

21. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 21 Using the Goal Seek Command to Attempt to Solve a Complex Problem Click cell B9 on the worksheet If necessary, move the Goal Seek dialog box Click the OK button Click cell E21 to deselect cell B13

22. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 22 Using the Goal Seek Command to Attempt to Solve a Complex Problem

23. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 23 Circling Invalid Data and Clearing Validation Circles Click the Circle Invalid Data button on the Formula Auditing toolbar Click the Clear Validation Circles button on the Formula Auditing toolbar If necessary, select cell E21 Click the Close button on the Watch Window Click the Close button on the Formula Auditing toolbar

24. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 24 Circling Invalid Data and Clearing Validation Circles

25. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 25 Using Solver to Find the Optimal Solution to a Complex Problem Click Tools on the menu bar Click Solver When Excel displays the Solver Parameters dialog box, click cell E14 to set the target cell Click Min in the Equal To area Click the Collapse Dialog button in the By Changing Cells area

26. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 26 Using Solver to Find the Optimal Solution to a Complex Problem Click the By Changing Cells box and then select the range B8:B11 Hold down the CTRL key and then select the ranges C8:C10 and D8:D9 Click the Expand Dialog button Click the Add button If necessary, move the Add Constraint dialog box so that the range B8:B11 is visible

27. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 27 Using Solver to Find the Optimal Solution to a Complex Problem Select the range B8:B11 to set the value of the Cell Reference box Click the middle box arrow and then select >= in the list Type 0 in the Constraint box Click the Add button Select the range B8:B11 to set the value of the Cell Reference box

28. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 28 Using Solver to Find the Optimal Solution to a Complex Problem Click the middle box arrow and then select int in the list Click the Add button Click cell E8 to set the value of the Cell Reference box Click the middle box arrow and then select >= in the list Click the Constraint box and then click cell B18

29. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 29 Using Solver to Find the Optimal Solution to a Complex Problem Click the Add button Enter the remaining constraints shown in Table 8-2 on page EX 595, beginning with the constraints for the range C8:C10 When finished with the final constraint, click the OK button in the Add Constraint dialog box Click the Options button When Excel displays the Solver Options dialog box, click Assume Linear Model

30. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 30 Using Solver to Find the Optimal Solution to a Complex Problem Click the OK button Click the Solve button in the Solver Parameters dialog box Click Answer in the Reports list Click the OK button

31. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 31 Using Solver to Find the Optimal Solution to a Complex Problem

32. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 32 Viewing the Solver Answer Report for Order 1 Click the Answer Report 1 tab at the bottom of the Excel window Drag the Answer Report 1 tab to the right of the Order Scheduling tab Double-click the Answer Report 1 tab and type Optimal Schedule Answer Report1 as the worksheet name

33. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 33 Viewing the Solver Answer Report for Order 1 Click cell A1. Right-click the Optimal Schedule Answer Report1 tab and then click Tab Color on the shortcut menu Click yellow (column 3, row 4) and then click the OK button Scroll down to view the remaining cells of the Answer Report

34. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 34 Viewing the Solver Answer Report for Order 1

35. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 35 Saving the Workbook with Passwords Click the Order Scheduling tab at the bottom of the window Click File on the menu bar and then click Save As Type Reasonable Replications2 in the File name text box and, if necessary, click 3½ Floppy (A:) in the Save in list Click the Tools button in the Save As dialog box Click General Options

36. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 36 Saving the Workbook with Passwords Type mincost in the Password to open text box Type mincost in the Password to modify text box Click the OK button When Excel displays the Confirm Password dialog box, type mincost in the Reenter password to proceed text box

37. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 37 Saving the Workbook with Passwords Click the OK button When Excel displays the Confirm Password dialog box, type mincost in the Reenter password to modify text box Click the OK button Click the Save button

38. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 38 Saving the Workbook with Passwords

39. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 39 Saving the Current Data as a Scenario Click Tools on the menu bar and select Scenarios Click the Add button When Excel displays the Add Scenario dialog box, type Order 1 in the Scenario name text box Click the Collapse Dialog button When Excel displays the Add Scenario – Changing cells dialog box, select the range B8:B11, hold down the CTRL key, and then select the ranges C8:C10, D8:D9, and B17:B21

40. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 40 Saving the Current Data as a Scenario Release the CTRL key Click the Expand Dialog button Click the OK button Click the Close button on the Scenario Manager dialog box

41. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 41 Saving the Current Data as a Scenario

42. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 42 Adding the Data for a New Scenario Click cell B17 and type 80 as the maximum hours for the order Click cell B18 and type 1000 as the number of CDs Click cell B19 and type 100 as the number of VCDs Click cell B20 and type 75 as the number of DVDs Click cell B21, type 480 as the number of SACDs, and then click cell E21

43. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 43 Adding the Data for a New Scenario

44. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 44 Using Solver to Find a New Solution Click Tools on the menu bar Click Solver Click the Solve button Click Answer in the Reports list Click the OK button

45. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 45 Viewing the Solver Answer Report for Order 2 Click the Answer Report 1 tab at the bottom of the Excel window Drag the Answer Report 1 tab to the right of the Optimal Schedule Answer Report1 tab Double-click the Answer Report 1 tab and type Optimal Schedule Answer Report2 as the worksheet name Click cell A1

46. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 46 Viewing the Solver Answer Report for Order 2 Right-click the Optimal Schedule Answer Report2 tab and then click Tab Color on the shortcut menu Click maroon (column 2, row 1) and then click the OK button Scroll down to view the remaining cells of the Order 2 Answer Report

47. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 47 Viewing the Solver Answer Report for Order 2

48. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 48 Saving the Second Solver Solution as a Scenario Click the Order Scheduling tab at the bottom of the window Click Tools on the menu bar Click Scenarios Click the Add button

49. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 49 Saving the Second Solver Solution as a Scenario Type Order 2 in the Scenario name text box Click the OK button Click the Close button

50. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 50 Showing a Saved Scenario Click Tools on the menu bar Click Scenarios If necessary, in the Scenario Manager dialog box, select Order 1 in the Scenarios list Click the Show button and then click the Close button

51. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 51 Creating a Scenario Summary Worksheet Click Tools on the menu bar Click Scenarios If necessary, in the Scenario Manager dialog box, select Order 1 Click the Summary button Click the OK button

52. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 52 Creating a Scenario Summary Worksheet When Excel displays the Scenario Summary, double-click the Scenario Summary tab and type Weekly Orders Scenario Summary as the worksheet name Right-click the Weekly Orders Scenario Summary tab and then click Tab Color on the shortcut menu Click blue (column 6, row 2) and then click the OK button Drag the Weekly Orders Scenario Summary tab to the right of the Optimal Schedule Answer Report2 tab

53. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 53 Creating a Scenario Summary Worksheet

54. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 54 Creating a Scenario PivotTable Worksheet Scroll to the Order Scheduling tab and then click the Order Scheduling tab at the bottom of the window Click Tools on the menu bar and then click Scenarios If necessary, when Excel displays the Scenario Manager dialog box, select Order 1 Click the Summary button

55. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 55 Creating a Scenario PivotTable Worksheet In the Scenario Summary dialog box, click Scenario PivotTable report in the Report type area Click the OK button Double-click the Scenario PivotTable tab and type Order Scenario PivotTable as the worksheet name Click cell A8

56. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 56 Creating a Scenario PivotTable Worksheet Right-click the Order Scenario PivotTable tab and then click Tab Color on the shortcut menu Click green (column 4, row 3) and then click the OK button Drag the tab to the right of the Weekly Orders Scenario Summary tab Click the Save button on the Standard toolbar to save the workbook using the file name, Reasonable Replications2

57. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 57 Creating a Scenario PivotTable Worksheet

58. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 58 Changing Workbook Properties Scroll to the Order Scheduling tab and then click the Order Scheduling tab at the bottom of the window Click File on the menu bar Click Properties If necessary, in the Reasonable Replications2 Properties dialog box, click the Summary tab Type Order Scheduling in the Title text box

59. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 59 Changing Workbook Properties Type Optimal Disc Replication Calculation in the Subject text box Type Anita Peresh in the Manager text box Type Order planning for April 2005, week 4. Order constraints met for these orders. in the Comments text box Click the OK button Click the Save button on the Standard toolbar to save the workbook using the file name, Reasonable Replications2

60. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 60 Changing Workbook Properties

61. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 61 Creating a Toolbar and Attaching a Toolbar to a Workbook Right-click anywhere on a toolbar When the shortcut menu is displayed, click the Customize command If necessary, when Excel displays the Customize dialog box, click Toolbars, and then click the New button When Excel displays the New Toolbar dialog box, type Order Scenarios in the Toolbar name text box

62. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 62 Creating a Toolbar and Attaching a Toolbar to a Workbook Click the OK button Click the Commands tab and then select Tools in the Categories list Scroll down the Commands list until the Scenario command is displayed Drag the Scenario command to the Order Scenarios toolbar

63. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 63 Creating a Toolbar and Attaching a Toolbar to a Workbook Click the Toolbars tab on the Customize dialog box Click the Attach command When Excel displays the Attach Toolbars dialog box, click the Order Scenarios toolbar in the Custom toolbars list Click the Copy button

64. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 64 Creating a Toolbar and Attaching a Toolbar to a Workbook Click the OK button in the Attach Toolbars dialog box Click the Close button in the Customize dialog box Drag the Order Scenarios toolbar to the right of the Formatting toolbar Click the Save button on the Standard toolbar

65. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 65 Creating a Toolbar and Attaching a Toolbar to a Workbook

66. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 66 Summary Use the Formula Auditing toolbar to analyze a worksheet Trace precedents and dependents Use the Watch Window to monitor cell values Add data validation rules to cells Circle invalid data on a worksheet

67. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 67 Summary Use trial and error to solve a problem on a worksheet Use goal seeking to solve a problem Use Excel’s Solver to solve a complex problem Password-protect a workbook file Use Excel’s Scenario Manager to record and save different sets of what-if assumptions and the corresponding results

68. Excel Project 8: Formula Auditing, Data Validation, and Complex Problem Solving 68 Summary Create a Scenario Summary of scenarios Create a Scenario PivotTable Set and change the properties of a workbook Attach a custom toolbar to a workbook

69. Office 2003 Post-Advanced Concepts and Techniques M i c r o s o f t Excel Project 8 Complete