Excel Project 3

Office 2003Introductory Concepts

and Techniques

M i c r o s o f t

Excel Project 3

What-If Analysis, Charting, and Working with Large Worksheets

2Excel Project 3: What-If Analysis, Charting, and Working with Large Worksheets

Objectives

• Rotate text in a cell• Create a series of month names• Use the Format Painter button to format cells• Copy, paste, insert, and delete cells• Format numbers using format symbols


Objectives

• Freeze and unfreeze titles

• Show and format the system date

• Use absolute cell references in a formula

• Use the IF function to perform a logical test

• Show and dock toolbars


Objectives

• Create a 3-D Pie chart on a separate chart sheet

• Color and rearrange worksheet tabs

• Change the worksheet view

• Goal seek to answer what-if questions


Starting and Customizing Excel

• Click the Start button on the Windows taskbar, point to All Programs on the Start menu, point to Microsoft Office on the All Programs submenu, and then click Microsoft Office Excel 2003 on the Microsoft Office submenu

• If the Excel window is not maximized, double-click its title bar to maximize it

• If the Language bar appears, right-click it and then click Close the Language bar on the shortcut menu

• If the Getting Started task pane appears in the Excel window, click its Close button in the upper-right corner

• If the Standard and Formatting toolbars are positioned on the same row, click the Toolbar Options button and then click Show Button on Two Rows


Bolding the Font of the Entire Worksheet• Click the Select All button immediately

above row heading 1 and to the left of column heading A

• Click the Bold button on the Formatting toolbar


Entering the Worksheet Titles and Saving the Workbook• Select cell A1 and then enter Aquatics Wear as the

worksheet title• Select cell A2 and then enter Six-Month Financial Projections as the worksheet subtitle

• With a floppy disk in drive A, click the Save button on the Standard toolbar

• When Excel displays the Save As dialog box, type Aquatics Wear Six-Month Financial Projection in the File name text box

• If necessary, click 3½ Floppy (A:) in the Save in list. Click the Save button in the Save As dialog box


Rotating Text and Using the Fill Handle to Create a Series of Month Names

• Select cell B3• Type July as the cell entry and then click the

Enter box• Click the Font Size box arrow on the Formatting

toolbar and then click 11 in the Font Size list• Click the Borders button arrow on the Formatting

toolbar and then click the Bottom Border button (column 2, row 1) on the Borders palette

• Right-click cell B3



• Click Format Cells on the shortcut menu

• When the Format Cells dialog box is displayed, click the Alignment tab

• Click the 45° point in the Orientation area

• Click the OK button

• Point to the fill handle on the lower-right corner of cell B3



• Drag the fill handle to the right to select the range C3:G3

• Release the mouse button

• Click the Auto Fill Options button below the lower-right corner of the fill area

• Click the Auto Fill Options button to hide the Auto Fill Options menu


Copying a Cell’s Format Using the Format Painter Button• Click cell H3

• Type Total and then press the LEFT ARROW key

• With cell G3 selected, click the Format Painter button on the Standard toolbar

• Point to cell H3

• Click cell H3 to assign the format of cell G3 to cell H3. Click cell A4


Copying a Cell’s Format Using the Format Painter Button


Increasing Column Widths and Entering Row Titles• Move the mouse pointer to the boundary between

column heading A and column heading B so that the mouse pointer changes to a split double arrow

• Drag the mouse pointer to the right until the ScreenTip displays, Width: 35.00 (250 pixels)

• Release the mouse button• Click column heading B and drag through column

heading G to select columns B through G• Move the mouse pointer to the boundary between

column headings B and C and then drag the mouse to the right until the ScreenTip displays, Width: 14.00 (103 pixels)


Increasing Column Widths and Entering Row Titles• Release the mouse button• Use the technique described in Step 1 to

increase the width of column H to 15.00• Enter the row titles in the range A4:A18 as

shown on the next slide, but without the indents• Click cell A5 and then click the Increase Indent

button on the Formatting toolbar• Select the range A9:A13 and then click the

Increase Indent button on the Formatting toolbar


Increasing Column Widths and Entering Row Titles• Click cell A19


Copying a Range of Cells to a Nonadjacent Destination Area• Select the range A9:A13 and then click the

Copy button on the Standard toolbar• Click cell A19, the top cell in the

destination area• Click the Paste button on the Standard

toolbar• Scroll down so row 5 appears at the top of

the window• Press the ESC key


Copying a Range of Cells to a Nonadjacent Destination Area


Inserting a Row

• Right-click row heading 21, the row below where you want to insert a row

• Click Insert on the shortcut menu• Click cell A21 in the new row and then enter Margin as the row title

• Right-click row heading 24 and then click Insert on the shortcut menu

• Click cell A24 in the new row and then enter Revenue for Bonus as the row title


Inserting a Row


Entering a Number with Format Symbols• Enter 250,000.00 in cell B19, 5.00% in

cell B20, 62.00% in cell B21, 14.00% in cell B22, 6.75% in cell B23, 15,000,000.00 in cell B24, and 30.00% in cell B25


Entering a Number with a Format Symbol


Freezing Column and Row Titles

• Press CTRL+HOME to select cell A1 and ensure that Excel displays row 1 and column 1 on the screen

• Select cell B4

• Click Window on the menu bar

• Click Freeze Panes on the Window menu


Freezing Column and Row Titles


Entering the Projected Monthly Total Net Revenue• Enter 23538000 in cell B4, 10781000 in

cell C4, 18875345 in cell D4, 11451990 in cell E4, 15109656 in cell F4, and 25235860 in cell G4

• Click cell H4 and then click the AutoSum button on the Standard toolbar twice


Entering the Projected Monthly Total Net Revenue


Entering and Formatting the System Date• Click cell H2 and then click the Insert Function

box on the formula bar• When Excel displays the Insert Function dialog

box, click the Or select a category box arrow, and select Date & Time in the list

• Scroll down in the Select a function list and then click NOW

• Click the OK button• When Excel displays the Function Arguments

dialog box, click the OK button


Entering and Formatting the System Date• Right-click cell H2• Click Format Cells on the shortcut menu• When Excel displays the Format Cells

dialog box, if necessary, click the Number tab

• Click Date in the Category list. Scroll down in the Type list and then click 3/14/2001



Entering and Formatting the System Date


Entering a Formula Containing Absolute Cell References• Press CTRL+HOME and then click cell B5• Type = (equal sign), click cell B4, type *(1-b21, and then press F4 to change b21 from a relative cell reference to an absolute cell reference

• Type ) to complete the formula• Click the Enter box in the formula bar• Click cell B6, type = (equal sign), click cell

B4, type -, and then click cell B5


Entering a Formula Containing Absolute Cell References• Click the Enter box in the formula bar


Entering an IF Function

• Click cell B9. Type =if(b4>=$b$24, $b$19,0 in the cell

• Click the Enter box in the formula bar


Entering the Remaining July Formulas

• Enter the remaining formulas, as instructed on page EX 173


Copying Formulas with Absolute Cell References Using the Fill Handle

• Select the range B5:B16 and then point to the fill handle in the lower-right corner of cell B16

• Drag the fill handle to the right to select the destination area C5:G16


Determining Row Totals in Nonadjacent Cells

• Select the range H5:H16. Hold down the CTRL key and select the range H9:H14 and cell H16

• Click the AutoSum button on the Standard toolbar


Unfreezing the Worksheet Titles and Saving the Workbook• Press CTRL+HOME

to select cell B4 and view the upper-left corner of the screen

• Click Window on the menu bar and then click Unfreeze Panes

• Click the Save button on the Standard toolbar


Assigning Formats to Nonadjacent Ranges• Select the range B4:H4• While holding down the CTRL key, select the

nonadjacent ranges B6:H6, B9:H9, B14:H14, and B16:H16 and then release the CTRL key

• Right-click the selected range• Click Format Cells on the shortcut menu• When Excel displays the Format Cells dialog box, click

the Number tab, click Currency in the Category list, select 2 in the Decimal places box, click $ in the Symbol list to ensure a dollar sign shows, and click ($1,234.10) in the Negative numbers list


Assigning Formats to Nonadjacent Ranges• Click the OK button

• Select the range B5:H5

• While holding down the CTRL key, select the range B10:H13, and then release the CTRL key

• Right-click the selected range

• Click Format Cells on the shortcut menu


Assigning Formats to Nonadjacent Ranges• When Excel displays the Format Cells

dialog box, click Currency in the Category list, select 2 in the Decimal places box, click None in the Symbol list so a dollar sign does not show, click (1,234.10) in the Negative numbers list


• Press CTRL+HOME to select cell A1


Assigning Formats to Nonadjacent Ranges


Formatting the Worksheet Titles

• Select cell A1 and then click the Font box arrow on the Formatting toolbar

• Scroll down and point to Franklin Gothic Medium (or a similar font) in the Font list

• Click Franklin Gothic Medium• Click the Font Size box arrow on the Formatting

toolbar and then click 36 in the Font Size list• Click cell A2 and then click the Font box arrow



• Click Franklin Gothic Medium (or a similar font) in the Font list

• Click the Font Size box arrow and then click 16 in the Font Size list

• Select the range A1:H2 and then click the Fill Color button arrow on the Formatting toolbar

• Click Green (column 4, row 2) on the Fill Color palette and then click the Font Color button arrow on the Formatting toolbar

• Click White (column 8, row 5) on the Font Color palette


Displaying the Drawing Toolbar

• Click the Drawing button on the Standard toolbar


Moving and Docking a Toolbar

• Point to the Drawing toolbar title bar or to a blank area in the Drawing toolbar

• Drag the Drawing toolbar over the status bar at the bottom of the screen


Adding a Drop Shadow

• With the range A1:H2 selected, click the Shadow Style button on the Drawing toolbar

• Click Shadow Style 14 (column 2m row 4) on the Shadow Style palette

• Click cell A4 to deselect the range A1:H2


Changing Font Size, Adding Underlines, Adding Background Colors, and Adding Drop Shadows to Nonadjacent Cells• With Cell A4 selected, hold down the CTRL key, click

cells A6, A8, A14, and A16• Click the Font box arrow on the Formatting toolbar, scroll

down and click Franklin Gothic Medium (or a similar font) in the Font list

• Click the Font Size box arrow on the Formatting toolbar and then click 12 in the Font Size list

• Use the CTRL key to select the nonadjacent ranges B5:H5 and B13:H13 and then click the Borders button on the Formatting toolbar

• Click cell A4 and then while holding down the CTRL key, click cells A6, A8, A14, and select the range A16:H16


Changing Font Size, Adding Underlines, Adding Background Colors, and Adding Drop Shadows to Nonadjacent Cells

• Click the Fill Color button arrow on the Formatting toolbar and then click Light Yellow (column 3, row 5)

• Click the Shadow Style button on the Drawing toolbar

• Click Shadow Style 14 (column 2m row 4) on the Shadow palette


Changing Font Size, Adding Underlines, Adding Background Colors, and Adding Drop Shadows to Nonadjacent Cells


Formatting the Assumptions Table

• Scroll down to view rows 18 through 25 and then click cell A18

• Click the Font Size box arrow on the Formatting toolbar and then click 16 in the Font Size list. Click the Italic button and then click the Underline button on the Formatting toolbar

• Select the range A18:B25, click the Fill Color button arrow on the Formatting toolbar, and then click Green (column 4, row 2) on the Fill Color palette

• Click the Font Color button on the Formatting toolbar to change the font in the selected range to white

• Click the Shadow Style button on the Drawing toolbar and then click Shadow Style 14 on the Shadow Style palette


Formatting the Assumptions Table

• Click cell D25 to deselect the range A18:B25


Hiding the Drawing Toolbar and Saving the Workbook• Click the Drawing

button on the Standard toolbar



Drawing a 3-D Pie Chart on a Separate Chart Sheet• Select the range B3:G3• While holding down the CTRL key, select the

range B16:G16• Click the Chart Wizard button on the Standard

toolbar• When Excel displays the Chart Wizard – Step 1

of 4 – Chart Type dialog box, click Pie in the Chart type list and then click the 3-D Pie chart (column 2, row 1) in the Chart sub-type box

• Click the Next button


Drawing a 3-D Pie Chart on a Separate Chart Sheet• Click the Next button• When Excel displays the Chart Wizard – Step 3

of 4 – Chart Options dialog box, type Six-Month Projected Operating Income in the Chart title text box

• Click the Legend tab and then click Show legend to remove the check mark

• Click the Data Labels tab• In the Label Contains area, click Category name

and click Percentage to select them


Drawing a 3-D Pie Chart on a Separate Chart Sheet• If necessary, click Show leader lines to

select it• Click the Next button• When Excel displays the Chart Wizard –

Step 4 of 4 – Chart Location dialog box, click As new sheet

• Click the Finish button• If the Chart toolbar appears, click its Close

button


Drawing a 3-D Pie Chart on a Separate Chart Sheet


Formatting the Chart Title and Data Labels• Click the chart title. On the Formatting toolbar,

click the Font Size box arrow, click 28 in the Font Size list, click the Underline button, click the Font Color button arrow, and then click Red (column 1, row 3) on the Font Color palette

• Click one of the five data labels that identify the slices. On the Formatting toolbar, click the Font Size box arrow, click 12 in the Font Size list, click the Bold button, and then click the Font Color button to change the font to the color red


Formatting the Chart Title and Data Labels


Changing the Colors of the Pie Slices• Click the July slice twice (do not double-click).

Click the Fill Color button arrow on the Formatting toolbar

• Click Orange (column 2, row 2). One at a time, click the remaining slices and then use the Fill Color button arrow on the Formatting toolbar to change each slice to the following colors: August – Yellow; September – Green; October – Plum; November – Red; and December – Blue. Click outside the Chart Area


Changing the Colors of the Pie Slices


Exploding a 3-D Pie Chart

• Click the slice labeled December twice (do not double-click)

• Drag the slice to the desired position


Rotating and Tilting the 3-D Pie Chart• With the December slice selected, click Chart on

the menu bar• Click 3-D View• When Excel displays the 3-D View dialog box,

click the up arrow button until 25 shows in the Elevation box

• Click the Left Rotation button until the Rotation box displays 270

• Click the OK button. Click outside the chart area


Rotating and Tilting the 3-D Pie Chart


Showing Leader Lines with the Data Labels• Click the December data label

twice (do not double-click)• Point to the upper-left sizing

handle on the box border and drag the December data label away from the December slice

• Select and drag the remaining data labels away from their corresponding slices as shown

• Click outside the chart area


Renaming and Reordering the Sheets, and Coloring Their Tabs• Double-click the tab labeled Chart1 at the

bottom of the screen• Type 3-D Pie Chart and then press the

ENTER key• Right-click the tab• Click Tab Color on the Shortcut menu• When Excel displays the Format Tab

Color dialog box, click Red (column 1, row 3) in the Tab Color area


Renaming and Reordering the Sheets, and Coloring Their Tabs• Click the OK button

• Follow the first two steps, naming Sheet1 Six Month Financial Projection, and use Light Yellow as the Tab Color

• Drag the Six-Month Financial Projection tab to the left in front of the 3-D Pie Chart tab and then click cell E18


Renaming and Reordering the Sheets, and Coloring Their Tabs


Checking Spelling in Multiple Sheets• With the Six-Month Financial Projection

sheet active, hold down the CTRL key and then click the 3-D Pie Chart tab

• Click the Spelling button on the Standard toolbar

• Correct any errors and then click the OK button when the spell check is complete



Previewing and Printing the Workbook

• Ready the printer. If both sheets are not selected, hold down the CTRL key and then click the tab of the inactive sheet

• Click File on the menu bar and then click Page Setup. Click the Page tab and then click Landscape. Click Fit to in the Scaling area

• Click the Print Preview button in the Page Setup dialog box. When the preview of the first of the selected sheets appears, click the Next button at the top of the Print Preview window to view the next sheet. Click the Previous button to redisplay the first sheet



• Click the Print button at the top of the Print Preview window. When Excel displays the Print dialog box, click the OK button

• Right-click the Six-Month Financial Projection tab. Click Ungroup Sheets on the shortcut menu to deselect the 3-D Pie Chart tab



Shrinking and Magnifying the View of a Worksheet or Chart• If cell A1 is not active, press CTRL+HOME• Click the Zoom box arrow on the Standard

toolbar.• Click 75%• Click the Zoom box arrow on the Standard

toolbar and then click 100%• Click the 3-D Pie Chart tab at the bottom of the

screen. Click the Zoom box arrow on the Standard toolbar and then click 100%


Shrinking and Magnifying the View of a Worksheet or Chart• Enter 66 in the Zoom box to return the

chart to its original magnification


Splitting a Window into Panes

• Click the Six-Month Financial Projections tab at the bottom of the screen

• Click cell C7, the intersection of the four proposed panes

• Click Window on the menu bar

• Click Split on the Window menu

• Use the scroll arrows to show the four corners of the worksheet at the same time


Splitting a Window into Panes


Removing the Panes from the Window• Position the mouse pointer at the

intersection of the horizontal and vertical split bars

• When the mouse pointer changes to a four-headed arrow, double-click


Analyzing Data in a Worksheet by Changing Values• Use the vertical scroll bar to move the window so cell A6

is in the upper-left corner of the screen• Drag the vertical split box from the lower-right corner of

the screen to the left so that the vertical split bar is positioned as shown on the next slide

• Use the right scroll arrow to view the totals in column H in the right pane

• Click cell B19 in the left pane• Enter 100000 in cell B19, 10 in cell B22, and 32 in cell

B25


Analyzing Data in a Worksheet by Changing Values


Goal Seeking

• Close the workbook without saving changes and then reopen it

• Drag the vertical split box to the middle of column F

• Scroll down so row 6 is at the top of the screen

• Show column H in the right pane• Click cell H16, the cell that contains the

six-month total operating income


Goal Seeking

• Click Tools on the menu bar

• Click Goal Seek

• When Excel displays the Goal Seek dialog box, click the To value text box, type 7,000,000 and then click the By changing cell box

• Click cell B25 on the worksheet


Goal Seeking

• Click the OK button• Click the Cancel

button in the Goal Seek Status dialog box


Quitting Excel

• Click the Close button on the title bar

• If the Microsoft Excel dialog box is displayed, click the No button


Summary

• Rotate text in a cell

• Create a series of month names

• Use the Format Painter button to format cells

• Copy, paste, insert, and delete cells

• Format numbers using format symbols


Summary

• Freeze and unfreeze titles

• Show and format the system date

• Use absolute cell references in a formula

• Use the IF function to perform a logical test

• Show and dock toolbars


Summary

• Create a 3-D Pie chart on a separate chart sheet

• Color and rearrange worksheet tabs

• Change the worksheet view

• Goal seek to answer what-if questions

Office 2003Introductory Concepts

and Techniques

M i c r o s o f t

Excel Project 3 Complete

Excel Project 3

Documents

Transcript of Excel Project 3