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Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103 Craig Forster – BEHS 101
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Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Dec 14, 2015

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Page 1: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Lab 2Data Evaluation & ValidationExcel Scenarios & Functions

Simon Chapter 2 & 3

URBPL 5/6010: Urban ResearchUniversity of Utah

Pam Perlich – BUC 103Craig Forster – BEHS 101

Page 2: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Files for this Class Session Chapter 3

ConditionalFormat.xls Subtotal.xls Filter.xls Scenario.xls Validation.xls

Chapter 4 Autosum.xls ChangeValues.xls ConditionalFormula.xls

Page 3: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Conditional Formatting This allows you to automatically designate

a format for data that fit a particular condition.

Select a range of cells Format => Conditional Formatting

For example, if the value is negative, make the text red

To remove formatting: Format => Conditional Formatting => Delete

You can nest 3 conditional formats

Simon, Chapter 3

Page 4: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Conditional Formatting(ConditionalFormat.xls) Format => Conditional Formatting

Simon, Chapter 3

Page 5: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Subtotals Subtotals are useful when data are

formatted symmetrically Dimensioned with multiple categories

This can be useful in many applications Accounting Data summary Reports

Simon, Chapter 3

Page 6: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Subtotals: Subtotal.xls Select entire data block Data => Subtotal=>By month, etc. Explore options

Simon, Chapter 3

Page 7: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Filtering Data

Filtering data allows you to Highlight particular characteristics in the data Identify data elements based on comparisons

to the rest of the data set You can build customized filters that useful

for you routine reports and analyzes. Automates your work.

Simon, Chapter 3

Page 8: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Filters: Filter.xls Data => Filter => Indicated Options Explore customized filter options

Simon, Chapter 3

Page 9: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Scenarios Analysis Excel Scenario Manager helps you

Set up scenarios Explore alternative assumptions Save “what if” results to compare effects

Note: Scenarios change your data. Back up your original data set

Tools => Scenario

Simon, Chapter 3

Page 10: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Scenarios: Scenario.xls Save “what if” results to compare effects Tools Scenario Add

Simon, Chapter 3

Page 11: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Scenarios: Scenario.xls Name Scenario Identify target

cells (B2 & B4) OK Now change

values in B2 & B4 for scenario

Save

Simon, Chapter 3

Page 12: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Validation: Validation.xls

Prevent data entry errors Data Validate Specify rule

Simon, Chapter 3

Page 13: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Entering Formulas: Autosum.xls Have cursor in the cell that you want the formula to appear Variety of ways to enter formula

Manually key them in (begin with =) Buttons on tool bar Drop down menu Insert => Function

Editing Formulas Copy and Paste Formulas

Simon, Chapter 4

Page 14: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Solver: ChangeValues.xls Use to target results – “reverse solution” Provide solution and solve for parameters that produce

the solution Tools Solver Set Target (B4)Value = -1550 By

Changing (“Guess”) B2..B3 Solve

Simon, Chapter 4

Page 15: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Solver

Set Target B4

SelectVariables

B2..B3

Simon, Chapter 4

Specify Value for Solution: -1550

Page 16: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

IF Statements: ConditionalFormula.xls Cell takes a value determined by a condition IF(logical_test,value_if_true,value_if_false)

Simon, Chapter 4

Page 17: Lab 2 Data Evaluation & Validation Excel Scenarios & Functions Simon Chapter 2 & 3 URBPL 5/6010: Urban Research University of Utah Pam Perlich – BUC 103.

Additional Information in Chapter 4 Including ranges of data in formulas Tracing formulas

This is useful with complex spreadsheets Looking up values Ranking Amortization tables

NOTE: Chapter 4 is chalked full of very useful information.

Simon, Chapter 4