Chapter.01

Applying  Fundamental  Excel  Skills  and  Tools  in  Problem  Solving  

Chapter  1  

Learning  Objec-ves  

Level  1  •  Define  common  Excel  error  messages  •  Correct  basic  formaBng  problems  in  a  worksheet  

•  Correct  errors  in  formulas  •  Understand  precision  vs.  display  of  cell  values  

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Learning  Objec-ves  

Level  2  •  Work  with  mulGple  worksheets  •  Calculate  total,  average,  minimum,  and  maximum  values  with  funcGons  

•  Understand  how  funcGons  work:  syntax,  arguments,  and  algorithms  

•  Use  the  AutoSum  feature  to  perform  calculaGons  quickly  

•  Calculate  the  number  of  values  using  both  COUNT  and  COUNTA  

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Learning  Objec-ves  

Level  3  •  Organize  a  workbook  •  Understand  relaGve,  absolute,  and  mixed  cell  referencing  

•  Write  formulas  with  different  types  of  cell  referencing  

•  Copy  formulas  with  different  types  of  cell  referencing  

•  Name  a  cell  or  cell  range  

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Func-ons  Covered  in  This  Chapter  

•  AVERAGE  •  COUNT  •  COUNTA  •  MIN  •  MAX  •  SUM  

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Chapter  Introduc-on  

•  Fundamental  skills  and  tools  encountered  when  working  with  Excel  to  solve  problems  and  support  decision  making  

•  WriGng  formulas  in  cells  to  perform  calculaGons  •  Designing  a  workbook  so  that  calculaGons  can  be  automaGcally  updated  if  input  values  are  changed  

•  FormaBng  opGons  that  can  be  applied  to  cells  and  ranges  of  cells  

•  Rules  that  affect  how  informaGon  is  displayed  and  calculaGons  are  performed  in  an  Excel  worksheet  

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Chapter  Introduc-on  (con-nued)  

•  Use  of  simple  funcGons  (i.e.,  shortcuts  available  for  predefined  tasks)  

•  Results  of  copying  formulas  with  different  kinds  of  cell  references    

To  go  to  Level  1,  click  here  To  go  to  Level  2,  click  here  To  go  to  Level  3,  click  here  

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Level  1  Objec-ves:  Iden-fying  and  Correc-ng  Common  Errors  in  FormaEng  and  

Formulas  

•  Define  common  Excel  error  messages  •  Correct  basic  formaBng  problems  in  a  worksheet  

•  Correct  errors  in  formulas  •  Understand  precision  vs.  display  of  cell  values  

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Examining  a  Basic  Worksheet  for  Errors  

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Excel  Error  Messages  

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Correc-ng  FormaEng  Problems  

•  Modifying  column  width  – Double-­‐click  column  dividing  line  to  make  the  column  as  wide  as  the  longest  entry    

– Drag  column  dividing  line  to  desired  width  – Click  format  bu[on  in  Cells  group  on  Home  tab  -­‐  Click  Auto-­‐fit  Column  Width  

•  Checking  error  messages  (Error  Alert  bu[on)  •  FormaBng  numbers  •  InserGng  and  aligning  a  Gtle  

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FormaEng  Numbers  

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Worksheet  aMer  Correc-ng  FormaEng  Problems  

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Modifying  Cell  FormaEng  

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Documen-ng  a  Worksheet  

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Correc-ng  Errors  in  Formulas  

•  Print  the  worksheet  in  two  different  formats  – Default  format  (displays  values)  –  Format  that  displays  formulas  

•  Check  simple  formulas  for  accuracy  •  Use  formulas  and  cell  references  instead  of  values  

•  Determine  order  of  precedence  •  Understand  precision  vs.  display  of  cell  values  •  Check  accuracy  in  formula  updates  Succeeding in Business with Microsoft Excel 2010 16 Level 1 home

Checking  Simple  Formulas  for  Accuracy  

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Determining  Order  of  Precedence  Rules  

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Understanding  Precision  Versus  Display  of  Cell  Values  

•  Excel  can  display  values  in  several  different  formats  without  changing  the  precise  value  stored  in  the  program  

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Understanding  Precision  Versus  Display  

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Checking  Accuracy  in  Formula  Updates  

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Checking  Accuracy  in  Formula  Updates  

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Level  1  Summary  

•  LocaGng  and  correcGng  common  errors  in  formaBng  or  formulas  to  make  the  worksheet  readable  and  funcGonal  

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Level  2  Objec-ves:  Calcula-ng  and  Comparing  Data  Using  Simple  

Func-ons  

•  Work  with  mulGple  worksheets  •  Calculate  total,  average,  minimum,  and  maximum  values  with  funcGons  

•  Understand  how  funcGons  work:  syntax,  arguments,  and  algorithms  

•  Use  the  AutoSum  feature  to  perform  calculaGons  quickly  

•  Calculate  the  number  of  values  using  both  COUNT  and  COUNTA  

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Working  with  Mul-ple  Worksheets  

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Func-ons  

•  Predefined  formula  that  performs  calculaGons  •  Structure  

–  FuncGon  name  and  open  parenthesis  mark  – Arguments  (list  of  inputs  in  a  specific  order,  separated  by  commas)  

–  Closing  parenthesis  mark  •  Has  its  own  syntax  (specifies  funcGon  name  and  order  of  arguments)  

•  Behaves  according  to  its  algorithm  (rules  programmed  into  the  funcGon)  

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Calcula-ng  Totals  Using  the  SUM  Func-on  

•  SUM  funcGon  – Adds  a  list  of  values  and/or  cell  ranges  

•  Excel  has  an  AutoSum  feature  for  quick  calculaGon  

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Inser-ng  a  Func-on  into  a  Formula  

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Common  Excel  Func-ons  

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Calcula-ng  Average,  Minimum,  and  Maximum  Values  

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The AVERAGE function ignores blank cells and cells with text.

Level 2 home

Calcula-ng  the  Number  of  Values  Using  COUNT  and  COUNTA  Func-ons  

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COUNT function ignores blank cells and cells with text; COUNTA function does not ignore text cells.

Level 2 home

Level  2  Summary  

•  Simple  funcGons  (SUM,  AVERAGE)  and  how  to  use  them  in  formulas  

•  Syntax  of  funcGons  and  their  underlying  algorithms  

•  AutoSum  tool  

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Level  3  Objec-ves:  Analyzing  Cell  References  When  Wri-ng  and  Copying  

Formulas  

•  Organize  a  workbook  •  Understand  relaGve,  absolute,  and  mixed  cell  referencing  

•  Write  formulas  with  different  types  of  cell  referencing  

•  Copy  formulas  with  different  types  of  cell  referencing  

•  Name  a  cell  or  cell  range  

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Crea-ng  a  Budget  Workbook  

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Setting up a preliminary budget

Level 3 home

Organizing  the  Workbook  

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Inputs and outputs on separate worksheets

One worksheet for each quarter with all inputs and outputs for all three pricing alternatives on a single worksheet

One worksheet for each pricing alternative with all inputs and outputs for all four quarters on a single worksheet

Understanding  Rela-ve  Cell  Referencing  

•  Allows  use  of  a  “general”  formula  over  and  over  again,  but  with  a  different  set  of  numbers  

•  Can  also  copy  formulas  using  the  fill  handle  

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Rela-ve  Cell  Referencing  

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Excel automatically alters the new formula relative to the location of the original formula

Level 3 home

Understanding  Absolute  and  Mixed  Cell  Referencing  

•  Absolute  cell  referencing  – To  indicate  that  a  cell  reference  (both  column  and  row)  –  or  even  a  part  of  a  cell  reference  –  should  remain  unchanged  when  copying  

– Syntax  =  $  before  column  le[er,  before  reference  number,  or  both  

•  Mixed  cell  referencing  – A  cell  reference  that  has  only  one  $  – Common  when  you  need  to  copy  a  formula  both  down  a  column  and  across  a  row  at  the  same  Gme  

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Understanding  Absolute  and  Mixed  Cell  Referencing  

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The formula entered in cell C11 applies absolute and mixed cell referencing

Level 3 home

Other  Cell  Referencing  Techniques  

•  Naming  a  cell  or  cell  range  •  WriGng  a  formula  to  subtotal  the  cost  of  goods  sold  

•  WriGng  a  formula  to  calculate  selling  expense  •  WriGng  a  formula  to  calculate  projected  earnings  

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Comple-ng  the  Budget  Worksheet  

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Comple-ng  the  Budget  Workbook  

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Level  3  Summary  

•  WriGng  and  copying  formulas  •  RelaGve,  absolute,  and  mixed  cell  references  

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Chapter  Summary  

•  IdenGfying  and  correcGng  common  errors  in  formaBng  and  formulas  

•  CalculaGng  and  comparing  data  using  simple  funcGons  

•  Analyzing  cell  references  when  wriGng  and  copying  formulas  

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