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Lecture 3 Advanced Excel. OVERVIEW Reviewing and Sharing Workbooks Templates Charts and Graphs Sparklines Conditional Formatting Pivot Tables What-If.

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Presentation on theme: "Lecture 3 Advanced Excel. OVERVIEW Reviewing and Sharing Workbooks Templates Charts and Graphs Sparklines Conditional Formatting Pivot Tables What-If."— Presentation transcript:

1 Lecture 3 Advanced Excel

2 OVERVIEW Reviewing and Sharing Workbooks Templates Charts and Graphs Sparklines Conditional Formatting Pivot Tables What-If Analysis

3 REVIEWING & SHARING WORKBOOKS In your organization documents may require some review and comments from others before approval Excel’s Track Changes and Comments features enable users to track changes, add comments, check spelling, compare two versions of a workbook, and prepare a final version for sharing

4 Track Changes Go to the Review tab. Click Track Changes, then select Highlight Changes

5 Track Changes Any changes you make to the worksheet will be highlighted with a unique border and indicator

6 Turn Off Track Changes

7 Adding Comments

8

9 Editing a Comment

10 Deleting a Comment

11 Accepting/ Rejecting Changes

12 Listing Changes Elsewhere

13 Show/ Hide Comments

14 Spell Checking

15 Document Inspector

16 Protecting Your Final Workbook Click File – Info – Protect Workbook

17 TEMPLATES A template is a pre-designed spreadsheet that you can use to create new spreadsheets with the same formatting and predefined formulas

18 Create New Workbook From Template

19

20 CHARTS & GRAPHS A chart is a tool you can use in Excel to communicate your data graphically

21 Create a Chart

22

23 Change Chart Type

24 Switch Row/ Column Data

25 Change Chart Layout

26 Change the Chart Style

27 Move Chart to Another Worksheet

28 WORKING WITH SPARKLINES Sparklines are miniature charts that fit into a single cell Sparklines are ideal for situations a user wants to make the data clearer and more eye- catching On the other hand, charts are ideal for representing the data in greater detail, and they are often better for comparing different data series

29 Creating Sparklines

30

31 Identifying Points on Sparklines

32 Change Style of Sparklines

33 Change Sparkline Type

34 Change Sparkline Display range

35 CONDITIONAL FORMATTING Conditional formatting applies one or more rules to any cells in order to make them stand out This is advantageous when working with large datasets

36 Set Up Conditional Formatting Rule

37 Preset Conditional Formatting

38 Remove Conditional Formatting Rules

39 PIVOT TABLES A PivotTable summarizes the data, making it easier to manage The PivotTable can quickly and easily be changed to see the data in a different way, making this an extremely powerful tool

40 Create Pivot Table Create Pivot table that determines the sales amount by each salesperson in the company

41 Create Pivot Table

42 Add Fields to Pivot Table

43 Change the Row Labels

44 Add Column Labels

45 Add Report Filters

46 Adding Slicers

47 Using the Slicer

48 Create Pivot Chart Pivot Chart is a graph if data from a Pivot Table

49 Create Pivot Chart

50 WHAT-IF ANALYSIS This tool enables the user to solve for unknowns as in mathematical equation In this example the Goal Seek feature will be used to determine the interest based on a loan amount, monthly payment amount and loan period

51 Goal Seek

52

53 Scenario Scenarios let you substitute values for multiple cells (up to 32) at the same time It is especially well-suited to showing best- case and worst-case scenarios

54 Data Tables Data Tables allow you to take one or two variables in a formula and replace them with as many different values as you want, and then view the results in a table. This option is especially powerful because it shows multiple results at the same time

55 References http://office.microsoft.com/en- us/support/results.aspx?av=zxl http://office.microsoft.com/en- us/support/results.aspx?av=zxl http://www.functionx.com/excel/index.htm www.youtube.com

56


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