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Report
DAY 10:
MICROSOFT EXCEL – CHAPTER 8
MICROSOFT EXCEL – CHAPTER 9
MICROSOFT EXCEL – CHAPTER 10
Akhila Kondai
[email protected]
September 23, 2013
ANNOUNCEMENTS
• Homework # 3 is due on 09/27/2013 by
11.59pm
WHAT – IF ANALYSIS
• Data Table
• Goal Seek
• Scenario Manager
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WHAT-IF ANALYSIS
• What if analysis is the process of changing
variables to observe how changes effects
calculated results.
• A variable is an input value that can
change to other values to affect the results
of a situation.
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DATA TABLE
• One variable Data Table
• Two variable Data Table
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CREATING A ONE VARIABLE
DATA TABLE
• A data analysis tool that provides various
results based on changing one variable.
• 3 steps
– Enter Substitution values for a one-variable
data table
– Enter formulas and complete the data table
– Format the one-variable data table
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SUBSTITUTION VALUES…
• Click cell D4, enter 4%
• Home ribbon -> Editing group -> Fill ->
Series
• Select column radio button, and give Step
value box value as 0.25% and Stop value
box value as 6%
• Format the range D4:D12 to percentages
with 2 decimal points.
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COMPLETING THE DATA
TABLE…
• E3->B12 : F3->B13 : G3->B14
• Select D3:G12
• Under DATA TAB go to What-If Analysis ->
Data table
• Give column input cell as $B$4 and click
OK
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FORMAT THE TABLE…
• Select range E4:G12 and give the number
format as Accounting with 2 decimal points
• Enter APR in cell D3
• Select cell E3  Format cells  Select
Custom  General  type “Payment” and
click OK.
• F3 as Total Repaid and G3 as Total
Interest.
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CREATING A TWO VARIABLE
DATA TABLE
• A data analysis tool that provides various
results based on changing two variables.
• 2 steps
– Set up the structure for a Two-Variable data table
– Complete the Two-Variable Data Table
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DATA TABLE STRUCTURE…
• Different “cost of car” in row J3:L3
– Enter 20000,25000,30000
• Different APR in column I4:I20
– Increasing values from 4% to 6% at a step value
od 0.125%
– Format I4:I20 as Percent style with 3 decimal
points
• Specify which variation do you want to
observe (eg. Monthly Payment B12) in cell I3
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COMPLETING THE TABLE...
• Select I3:L20
• Under DATA TAB go to What-If Analysis ->
Data table
• Give B2 as row input cell box and B4 as
column input cell box.
• Format cell I3 to display APR
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GOAL SEEK
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CREATE A GOAL SEEK
• Goal seek is a tool that identifies the
necessary input value to obtain a desired
goal.
• What If Analysis ->Goal seek
• Set cell box  B12
• Enter 300 in To Value box
• By changing cell box  B2
• Click OK to accept the solution
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SCENARIO MANAGER
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SCENARIO MANAGER
• Scenario is a set of values that represent a
possible situation.
• Scenario manager enables you to define
and manage scenarios to compare how
they affect results.
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USING SCENARIO MANAGER
• Create and edit Scenarios
• View Scenarios
• Generate Scenario Summary Report
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CREATE A SCENARIO
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What-If Analysis -> Scenario manager
Click Add
Scenario name : Best-case
Changings cell : B2:B5
Enter : 25000 in $B$2 , 5000 in $B$3, 0 in $B$4, 6 in
$B$5
Create Additional Scenarios
Click Add
Scenario name : Most Likely-case
Changings cell : B2:B5
Enter : 22500 in $B$2, 6500 in $B$3, 4.25% in $B$4,
5 in $B$5
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CREATE A SUMMARY REPORT
• What-If Analysis  Scenario manager 
Summary
• Result cells box : Range B12:B14
• Click OK
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SOLVER
• Solver is an add-in application that
manipulates variables based on
constraints to find the optimal solution to a
problem.
• Solver is one of the most sophisticated
what-if analysis tools, and people use
Solver in a variety of situations and
industries.
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LOADING THE SOLVER ADD-IN
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•
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Go to file tab
Select options  Add-ins
Manage->Excel Add-ins and click GO
Select Solver Add-in
You can see Solver option in Data ribbon
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OPTIMIZING RESULTS WITH
SOLVER
• Identify Objective cell, contains the
formula-based value that you want to
maximize, minimize. Or set to a value in
Solver.
• Identify Changing cells, contains a variable
whose value changes until Solver
optimizes the value in the objective cell
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SOLVER EXAMPLE
• Step 1: Set the Objective and Variable
cells
• Step 2: Define Constraints
• Step 3: Generate a report
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STEP 1…
• Enter 25000 in B2 and 5000 in B3
• Define objective cell and changing variable
cells.
– Objective cell -> B12
– To value off : 300
– By changing variable cells : B2:B5
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STEP 2…
• Define constraints
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–
B2<=30,000
B2>=20,000
B3<=7,500
B3>=5,000
B4<=6%
B4>=4%
B5<=6
B5=integer
B5>=4
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STEP 3…
• Generate a report.
– Click on SOLVE
– Select ANSWER in the REPORT LIST
– Observe the result in Answer Report 1
worksheet tab.
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MULTIPLE-SHEET WORKBOOK
MANAGEMENT
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GROUPING AND UNGROUPING
WORKSHEETS
• All worksheets
• Adjacent worksheets use SHIFT
• Non Adjacent worksheets use CONTROL
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WORKSHEET REFERENCE
• Pointer to a cell in another worksheet
• Syntax :
‘Worksheet_name’!Range_Of_Cells
• Select cell B1 in sheet 1 and calculate the
average for cells J4:J20
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3D FORMULA
• Formula or function that refers to the same
range in multiple worksheets.
• Select cell B2 in sheet 1
• Type =SUM(
• Click sheet 2, press and hold shift and
then click sheet 3 and select cell A1
• The formula becomes
=SUM(Sheet2:Sheet3!A1)
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INSERTING HYPERLINKS
• Hyperlink is an electronic marker to
another location in a worksheet,
workbook, file, web page or email.
• Select B1  Insert ribbon  Hyperlink in
the Links group
• Type J4:J20 in the Type the cell reference
box and click OK.
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TEMPLATES, THEMES AND
STYLES
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SELECTING A TEMPLATE
• Template is a special workbook file used
as a model to create similarly structured
workbooks
• File -> New
• Search for template
• Select one
• Preview of selected template
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APPLYING THEMES AND
BACKGROUNDS
• A theme is a collection of colors, fonts, and
special effects.
• Page Layout ribbon
• Themes
• Select one
• A background is an image that appears
behind the worksheet data onscreen
• Page Layout ribbon
• Background -> select desired file
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APPLYING CELL STYLES
• A cell style is a set of formatting options
applied to worksheet cells
• Home ribbon
• Styles -> Cell styles
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