1. Customization, Calculations and Charts Myra Whittemore for Blackbaud, Inc. 09/16/2011

2.  Open the provided Excel spreadsheet: Spreadsheet Microsoft Office Button Ribbon Quick Access Toolbar Mini Toolbar

3.  Click the Office Button  Click Excel Options

4. The Excel options screen: ‣ Try these options on your spreadsheet.

5. Terms used in Excel Formulas : References: The cell or range of cells to be used in calculations Operators: Symbols that specify the calculation to be performed Constants: numbers or values that do not change Functions: pre-programmed calculation formulas Argument: mathematical function Calculate with Functions : Sum: adds all values of cells in a given argument Average: calculates average of cells in an argument Minimum: identifies minimum value in selected cells Maximum: identifies maximum value in selected cells Count: number of cells within the range of a given argument

6. Function Library Includes such features as: AutoSum: Calculates the sum of a range Recently Used: All recently used functions Financial: Accrued interest, cash flow return rates and additional financial functions Logical: And, If, True, False, etc. Text: Text based functions Date & Time: Functions calculated on date and time Math & Trig: Mathematical Functions ‣ Review these options on your spreadsheet, then try a calculation.

7. Charts: graphic iteration of numerical data  Select the insert tab to display the Charts toolbar, a.k.a Chart Wizard.

8.  Chart Source Data: the default range is the selection of data cells on your spreadsheet.  Chart options: Titles, lables for X- and y- axes.

9.  Contact your consultant: Myra Whittemore mwhitte@bellsouth.net 843.559.7244