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Lynn Mann July 24, 2008 For audio call Toll Free 1 - 888-886-3951 and use PIN/code 114310 Harness the Power of Excel 2007 Part 2: Data Analysis.

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Presentation on theme: "Lynn Mann July 24, 2008 For audio call Toll Free 1 - 888-886-3951 and use PIN/code 114310 Harness the Power of Excel 2007 Part 2: Data Analysis."— Presentation transcript:

1 Lynn Mann July 24, 2008 For audio call Toll Free and use PIN/code Harness the Power of Excel 2007 Part 2: Data Analysis

2 Maximize your CCC Confer window. Mute your phone (*6) if you have visitors or noise in your office. Please note phone audio may be in presenter-only mode. Ask questions over the phone when the presenter prompts. Ask questions throughout presentation via the chat window. Turn on or off Closed Captioning by clicking on the icon. Save the presentation or chat by clicking on the icon. Housekeeping

3 Agenda Manage your data with built-in functions, or create your own formulas Use data from multiple sheets in your analyses Summarize data with PivotTables Create informative charts and embed them into reports and presentations Reduce repetitive work using Macros

4 There are about 340 built-in functions categorized in the function library by type of function Financial Logical Date & Time Lookup & Reference Math & Trig Text Database More Functions Statistical Engineering Cube Information

5 Financial – FV, PMT Logical – AND, IF Date & Time – DATE, NOW Lookup & Reference – HYPERLINK, VLOOKUP Math & Trig – SUM, PRODUCT Text – CONCATENATE, PROPER Statistical – AVERAGE, STDEV Engineering – CONVERT

6 + Addition - Subtraction * Multiplication / Division Combination of built-in and/or user formulas

7 Programming is required

8 3-D Referencing within a workbook Used in formula, syntax is =WorksheetRange!CellRange Ex: Quarter1!B7 or Quarter1:Quarter4!H2:H5 Grouping Sheets Click the first sheet to group, hold Shift (for adjacent) then click on the last sheet you want to group or Ctrl (for nonadjacent) click on each of the sheets you want to add to the group. Hyperlinking within a workbook On the Insert tab, in the Links group, click Hyperlink. Select Place in this Document in the Link to: menu Type the cell and select the sheet of the linked location Type the Text to Display, click OK.

9 A PivotTable is an interactive table that will allow us to group and summarize data quickly and easily. Click in the table or select the range of data On the Insert tab, click the PivotTable button Click the Select a table or range option button and verify the reference in the Table/Range box Choose either New Worksheet or Existing Worksheet and select a starting cell Click OK Select the fields you want to add to the PivotTable by clicking on the check boxes or drag fields to the box in the layout section

10 Charts allow us a visual representation of a set of data showing trends or relationships of data that are more difficult to see by looking at numbers. Select the data source with the range of data you want to chart Click Insert tab, in the Charts group click a chart type, and select a chart subtype in the Chart Gallery. On the Chart Tools Design tab, in the Location group, click Move Chart button to place the chart on its own worksheet

11 Each chart type will display data a specific way therefore its important to know which chart will display your information in a meaningful way.

12 Chart TypeDescription ColumnCompares values from different categories. Values are indicated by the height of the columns. LineCompares values from different categories. Values are indicated by the height of the line. Often used to show trends and changes over time. PieCompare relative values of different categories to the whole. Values are indicated by the areas of the pie slices. BarCompares values from different categories. Values are indicated by the length of the bars. AreaCompares values from different categories. Similar to the line chart except that areas under the line are filled with color. XY (Scatter)Shows the patterns r relationship between two or more sets of values. Often used in scientific studies and statistical analyses. StockDisplays stock market data, including the high, low, opening, and closing prices of a stock. SurfaceCompares three sets of values in a three dimensional chart. DoughnutCompares relative values of different categories to the whole. Similar to pie chart except that it can display multiple sets of data. BubbleShows the patterns or relationship between two or more sets of values. Similar to XY (Scatter) chart except the size of the data marker is determined by a third value. RadarCompares a collection of values from several different data sets.

13 One of the many benefits of using Microsoft Office suite is that the applications work nicely with one another. You can link an Excel chart from one workbook into PowerPoint presentation, Word document or another Excel workbook. Upon any changes in the source the chart will be updated.

14 A macro is a series of stored commands that can be run whenever you need to perform the recorded task. If you have macros in your workbook you will need to save your workbook as Excel Macro-Enabled Workbook.xlmx To add Developer tab to your Ribbon, click on Office button, Excel Options, on the Popular menu check Show Developer tab in the Ribbon, click OK.

15 Recording: Click the Developer tab, in the Code group, (or on the View tab), click Record Macro button. Enter a name for the Macro, and specify the location to store the macro. Specify a shortcut key, if youd like. Enter a description of the macro. Click OK to begin recording. Perform the tasks you want to automate. Click Stop Recording button. Running: Press the shortcut key you assigned the macro OR Click the Developer tab, in the Code group, click Macro button. Select the macro from the list of macros, and click Run button.

16 Programming is required

17 Do one of the following: Open the workbook that contains the macro that you want to delete. If the macro that you want to delete is stored in the personal macro workbook (Personal.xlsb), and this workbook is hidden, do the following to unhide the workbook: On the View tab, in the Window group, click Unhide. Under Unhide workbooks, click PERSONAL, and then click OK. On the Developer tab, in the Code group, (or on the View tab), click Macros. In the Macros in list, select the workbook that contains the macro that you want to delete. For example, click This Workbook. In the Macro name box, click the name of the macro that you want to delete. Click Delete.

18 Lynn Mann Q&A

19 Evaluation Survey Link

20 Thanks for Attending For upcoming desktop seminars and links to recently archived seminars, check Web site at:


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