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Excel Review – Part 2 (Tutorials 6-10) Some information contained from Tutorials 1-5 also Excel Review – Part 2 (Tutorials 6-10) Some information contained from Tutorials 1-5 also What have you learned? * On Case Exam study guide! *

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*Simple Formulas / Functions * (Tutorials 2 & 3) *Simple Formulas / Functions * (Tutorials 2 & 3) Simple Formula =C2*C3 =C2/5 =C2*C3 =C2/5 Auto Sum =SUM(A5:A8) Other Auto Sum options Average / Count / Min / Max =AVERAGE(A5:A8) =COUNT(A5:A8) =MIN(A5:A8) =MAX(A5:A8) =AVERAGE(A5:A8) =COUNT(A5:A8) =MIN(A5:A8) =MAX(A5:A8) Use Cell References NOT numbers if possible!

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* Cell Referencing * (Tutorial 3) * Cell Referencing * (Tutorial 3) Relative When copy; changes to relative position of cells A3 When copy; changes to relative position of cells A3 Absolute When copy; stays constant; always same cell $A$3 When copy; stays constant; always same cell $A$3 Mixed When copy; portion stays constant and portion changes relative $A3 or A$3 When copy; portion stays constant and portion changes relative $A3 or A$3

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* Pivot Tables * (Tutorial 5) * Pivot Tables * (Tutorial 5) Create Pivot Tables Select fields to include Row Labels / Column Labels / Sum Values / Report Filter Format Pivot Table Styles / Layout Options Field Settings to format Sort Group Items Report Filter – to filter Slicer – to filter Report Filter – to filter Slicer – to filter Pivot Chart Create Filter Create Slicer Format Slicer Filter With Slicer Create Slicer Format Slicer Filter With Slicer Sum Values Change to other options…count, average, etc Sum Values Change to other options…count, average, etc

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IF statements (Basic) (Tutorial 3) IF statements (Basic) (Tutorial 3) Components Logical Decision (D), Value if True(T), Value if False (F) Logical Decision (D), Value if True(T), Value if False (F) Format =IF(D,T,F) =IF(A5>=1000,A5,0) =IF(D,T,F) =IF(A5>=1000,A5,0) NOTES: D must be an equation; T & F maybe a value, function, or equation D must be an equation; T & F maybe a value, function, or equation

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* Advanced IF Functions * IF(OR and IF(AND (Tutorial 7) * Advanced IF Functions * IF(OR and IF(AND (Tutorial 7) IF(OR Function Nested IF/OR Function Logical Decision (D) Value if True (T) Value if False (F) Logical Decision (D) Value if True (T) Value if False (F) Components =IF(OR(D1,D2,…),T,F) =IF(OR(G1=0,F1=0),H1,0) =IF(OR(D1,D2,…),T,F) =IF(OR(G1=0,F1=0),H1,0) IF(AND Function Nested IF/AND Function =IF(AND(D1, D2,…),T,F) =IF(AND(G1=0,F1=0),H1,0) =IF(AND(D1, D2,…),T,F) =IF(AND(G1=0,F1=0),H1,0)

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* Advanced IF Functions * Nested IF (Tutorial 7) * Advanced IF Functions * Nested IF (Tutorial 7) Nested IF Function Logical Decision (D) Value if True (T) Value if False (F) Logical Decision (D) Value if True (T) Value if False (F) Components One IF statement with an IF statement as either the Value if True or Value if False (CAN HAVE MORE THAN 2 IFs Nested) Nested IF Function =IF(D1, T1, IF(D2, T2,F2)) =IF(G1=0,500,IF(G1=1,1000,0)) =IF(D1, T1, IF(D2, T2,F2)) =IF(G1=0,500,IF(G1=1,1000,0))

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* Advanced Functions * VLOOKUP (Tutorial 7) * Advanced Functions * VLOOKUP (Tutorial 7) VLOOKUP Lookup Value (LV) Table Array (T) Column Index Number (#) Range Lookup (R) Lookup Value (LV) Table Array (T) Column Index Number (#) Range Lookup (R) Components =VLOOKUP(LV,T,#,R) NOTES: LV – Where is the value you are looking up (NOT in the table that is being used to lookup the information!) T – The entire table that you are looking up the information in. # - What column number contains your answer (1,2,…) R – FALSE = Exact Match; TRUE = Approximate Match LV – Where is the value you are looking up (NOT in the table that is being used to lookup the information!) T – The entire table that you are looking up the information in. # - What column number contains your answer (1,2,…) R – FALSE = Exact Match; TRUE = Approximate Match

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* Advanced Functions * COUNTIF (Tutorial 7 & 9) * Advanced Functions * COUNTIF (Tutorial 7 & 9) COUNTIF Range (R) Criteria (C) Range (R) Criteria (C) Components =COUNTIF(R,C) =COUNTIF(F2:F101,B4) =COUNTIF(R,C) =COUNTIF(F2:F101,B4) NOTES: RANGE- Data where we are looking for the matches to count CRITERIA – Cell that contains the information that match that you are looking for RANGE- Data where we are looking for the matches to count CRITERIA – Cell that contains the information that match that you are looking for

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* Advanced Functions * SUMIF & AVERAGEIF (Tutorial 7 & 9) * Advanced Functions * SUMIF & AVERAGEIF (Tutorial 7 & 9) SUMIF Range (R) Criteria (C) Sum Range (S) or Average Range (A) Range (R) Criteria (C) Sum Range (S) or Average Range (A) Components =SUMIF(R,C,S) =SUMIF(F2:F101,B4,G2:G101) =SUMIF(R,C,S) =SUMIF(F2:F101,B4,G2:G101) NOTES: RANGE- Data where we are looking for the matches to count (Same as COUNTIF) CRITERIA – Cell that contains the information that match that you are looking for (Same as COUNTIF) SUM RANGE or AVERAGE RANGE – Data you want to add or average RANGE- Data where we are looking for the matches to count (Same as COUNTIF) CRITERIA – Cell that contains the information that match that you are looking for (Same as COUNTIF) SUM RANGE or AVERAGE RANGE – Data you want to add or average AVERAGEIF =AVERAGEIF(R,C,A) =AVERAGEIF(F2:F101,B4,G2:G101) =AVERAGEIF(R,C,A) =AVERAGEIF(F2:F101,B4,G2:G101)

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* Grouping Worksheets * (Tutorial 6) * Grouping Worksheets * (Tutorial 6) Group to Format or Print Click first worksheet, hold shift, Click last worksheet, release – says [Group] after file name Ungroup Click on worksheet NOT in the group – no longer says [Group] after file name 3-D Reference formula =SUM(Sheet1:Sheet3!B4) Note: (Sheet1:Sheet3 – Group of Worksheets) =SUM(Sheet1:Sheet3!B4) Note: (Sheet1:Sheet3 – Group of Worksheets)

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* Macros * (Tutorial 8) * Macros * (Tutorial 8) Data Validation Rules Lists Input & Error Messages Turn on Developer Tab on Ribbon Create Macro by recording Run Macro using Ribbon Run Macro using combination key (Ctrl) Run Macro using Ribbon Run Macro using combination key (Ctrl) Save As Macro Enabled (.xlsm) Create / Name / Use Macro Button

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* What-IF Analysis * (Tutorial 10) * What-IF Analysis * (Tutorial 10) Turn on Solver on Data tab of Ribbon (Add-in) Data Table (1 Variable) Setup: Solution cells across top row; Values to substitute in down left column Setup: Solution cells across top row; Values to substitute in down left column Data Table Dialog Box: Column input cell: cell you are substituting values for Data Table Dialog Box: Column input cell: cell you are substituting values for {=TABLE(,B4)} Solver Objective to what? Changing Cells Constraints Objective to what? Changing Cells Constraints Solve – Keep Solution – Answer Report Load / Save Solver Setup Solve – Keep Solution – Answer Report Load / Save Solver Setup

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* What-IF Analysis * (Tutorial 10) * What-IF Analysis * (Tutorial 10) Data Table (2 Variable) Setup: Solution cell in top-left corner (outside all changing values); One set of values to substitute in down left column; A second set of values to substitute in across the top row Setup: Solution cell in top-left corner (outside all changing values); One set of values to substitute in down left column; A second set of values to substitute in across the top row Data Table Dialog Box: Row input cell: cell you are substituting values for in the top row Column input cell: cell you are substituting values for in the left column Data Table Dialog Box: Row input cell: cell you are substituting values for in the top row Column input cell: cell you are substituting values for in the left column {=TABLE(B3,B4)}

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Excel Basics Enter Review Comments Hyperlinks Fill a Series Using Step Value Using Trend Fill a Series Using Step Value Using Trend Conditional Formatting Highlight Cells - Duplicate Values Conditional Formatting Highlight Cells - Duplicate Values

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Working with Multiple Workbooks (Tutorial 6) Working with Multiple Workbooks (Tutorial 6) Linking in formulas Switch Windows Manage Links View Multiple workbooks with Arrange All Workspace Templates

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Financial Functions (PMT) (Tutorial 3 & 9) Financial Functions (PMT) (Tutorial 3 & 9) Components RATE, NPER, PV, FV, Type Format =PMT(RATE,NPER,PV,FV,Type) NOTES: RATE = interest rate per payment period ( annual rate / periods in a year) NPER = number of payments (number of years * periods in a year) PV: Loan is amount borrowed; Investment is Initial Investment FV: Loan is zero; Investment is goal TYPE = 0 at end of month; 1 beginning of month RATE = interest rate per payment period ( annual rate / periods in a year) NPER = number of payments (number of years * periods in a year) PV: Loan is amount borrowed; Investment is Initial Investment FV: Loan is zero; Investment is goal TYPE = 0 at end of month; 1 beginning of month

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Other Financial Functions & Other Advanced Functions (Tutorial 7 & 9) Working with Investments or Loans PMT, RATE, NPER, PV, FV, PPMT, IPMT Depreciation SLN, DB Investment Analysis NPV, IRR =IFERROR(equation,”error message”) IFERROR

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What-IF Analysis (Tutorial 10) What-IF Analysis (Tutorial 10) Scenario Manager Scenario Name Changing Cells – Set once and do not change for all scenarios Second screen enter values for changing cells Scenario Name Changing Cells – Set once and do not change for all scenarios Second screen enter values for changing cells Scenario Summary Report Scenario Pivot Table Report Scenario Summary Report Scenario Pivot Table Report Goal Seek Set cell…To Value…By Changing Cell

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