Microsoft Excel 2010 Chapter 9 Formula Auditing, Data Validation, and Complex Problem Solving.

MicrosoftExcel 2010

Chapter 9

Formula Auditing, Data Validation, and Complex

Problem Solving

Formula Auditing, Data Validation, and Complex Problem Solving 2

• Use formula auditing techniques to analyze a worksheet

• Trace precedents and dependents• Add data validation rules to cells • Use Error Checking to identify and correct errors• Use trial and error to solve a problem on a

worksheet• Use goal seeking to solve a problem

Objectives


• Circle invalid data on a worksheet• Use Solver to solve a complex problem• Use the Scenario Manager to record and save sets

of what-if assumptions• Create a Scenario Summary report• Create a Scenario PivotTable report• Save a workbook for use in a previous version of

Excel

Objectives


Project – River’s Edge Handweavers Show Inventory Worksheet


• Analyze the formulas in the workbook to learn about the workbook

• Establish data validation rules for changing cells• Propose strategies for solving a complex problem• Consider which cells in the worksheet constitute a

scenario• Evaluate the steps to take in finalizing a workbook

General Project Guidelines


• Select the cell for which you wish to trace the precedents

• Click the Trace Precedents button (Formula Auditing group | Formulas tab) to draw a tracer arrow across precedents of the selected cell

• Click the Trace Precedents button (Formula Auditing group | Formulas tab) again to draw arrows indicating the next level of precedents

Tracing Precedents


Tracing Precedents


• Double-click the dashed arrow pointing to the dot identifying precedents on another worksheet to display the Go To dialog box

• Select the desired sheet and cell reference• Click the OK button to switch to the other

worksheet

Reviewing Precedents on a Different Worksheet


Reviewing Precedents on a Different Worksheet


• Click the Remove Arrows button arrow (Formulas tab | Formula Auditing group) to display the Remove Arrows menu

• Click Remove Precedent Arrows to remove precedent arrows

• Click the Remove Arrows button arrow (Formulas tab | Formula Auditing group) again to display the Remove Arrows menu

• Click Remove Arrows to remove the remaining tracer arrows

Removing the Precedent Arrows


Removing the Precedent Arrows


• Click the cell for which you want to trace dependents

• Click the Trace Dependents button the desired number of times (Formulas tab | Formula Auditing group) to draw arrows to dependent cells

Tracing Dependents


Tracing Dependents


• Click the Remove Arrows button (Formula Auditing group | Formulas tab) to remove all of the dependent arrows

Removing the Dependent Arrows


• Click the Watch Window button (Formulas tab | Formula Auditing group) to open the Watch Window

• Click the Add Watch button on the Watch Window toolbar to display the Add Watch dialog box

• Select the desired cell(s) to watch• Click the Add button to add the selected cells to

the Watch Window

Opening the Watch Window and Adding Cell Watches


Opening the Watch Window and Adding Cell Watches


• Select the cell with an error code• Click the Error Checking button (Formulas tab |

Formula Auditing group) to display the Error Checking dialog box

• Click the Trace Error button to highlight the precedent of the active cell

• Click the Resume button to resume checking errors

• Click the OK button to close the dialog box

Using Error Checking to Correct Errors


Using Error Checking to Correct Errors


• Select the cells to which you wish to add the data validation

• Click the Data Validation button (Data tab | Data Tools group) to display the Data Validation dialog box

• Set the desired values on the Settings, Input Message, and Error Alert tabs

• Click the OK button to accept the data validation settings for the selected cells

Adding Data Validation to Cells








• Trial and error is not making blind guesses • If you understand how the spreadsheet is set up

and how the various variables interact, you can use this knowledge and logic to inform each subsequent trial following the first trial

Using Trial and Error to Attempt to Solve a Complex Problem


Using Trial and Error to Attempt to Solve a Complex Problem


• Click the What-If Analysis button (Data tab | Data Tools group) to display the What-If Analysis menu

• Click Goal Seek to display the Goal Seek dialog box • Enter the desired values in the Set cell, To value,

and ‘By changing cell’ text boxes• Click the OK button to seek the goal

Using the Goal Seek Command to Attempt to Solve a Complex Problem


Using the Goal Seek Command to Attempt to Solve a Complex Problem


• Click the Data Validation button arrow (Data tab | Data Tools group) to display the Data Validation menu

• Click Circle Invalid Data on the Data Validation menu to place a red validation circle around invalid data

• Click the Data Validation button arrow (Data tab | Data Tools group) to display the Data Validation menu

• Click Clear Validation Circles on the Data Validation menu to remove the red validation circle(s)

Circling Invalid Data and Clearing Validation Circles


Circling Invalid Data and Clearing Validation Circles


• Click the Solver button (Data tab | Analysis group) to display the Solver Parameters dialog box

• Click the Collapse Dialog button in the Set Objective text box to collapse the Solver Parameters dialog box

• Click the desired target cell• Click the Expand Dialog button on the right side of the

collapsed Solver Parameters dialog box to expand the dialog box

• If desired, click the Max, Min, or Value Of option button

Using Solver to Find the Optimal Solution to a Complex Problem


• Click the Collapse Dialog button in the By Changing Variable Cells text box to collapse the Solver Parameters dialog box

• Select the range(s) to enter the cells containing the set(s) of values to adjust

• Click the Expand Dialog button on the right side of the collapsed Solver Parameters dialog box to expand the dialog box

• Click the Add button to display the Add Constraint dialog box• Select the range of values you wish to add as the cell

reference for the constraint to set the value of the Cell Reference box



• Click the middle box arrow, and then select the desired value

• Type the desired value in the Constraint box• Click the Add button• Repeat the previous four steps to add additional

constraints• When finished with the final constraint, click the OK button

to close the dialog box and display the Solver Parameters dialog box

• Click the Select a Solving Method arrow button to display a list of solving methods



• Click the desired solving method• Click the Solve button to display the Solver Results

dialog box• Click the desired item in the Reports list to select

the type of report to generate• Click the OK button to display the values found by

Solver and the newly recalculated totals





• Click the Answer Report 1 sheet tab to display the Solver Answer Report

Viewing the Solver Answer Report



• Click Scenario Manager on the What-If Analysis menu to display the Scenario Manager dialog box

• Click the Add button to prepare for adding a scenario to the workbook

• When Excel displays the Add Scenario dialog box, type the desired name in the Scenario name text box

• Click the Collapse Dialog button to collapse the dialog box• Select the range(s) to select the cells for the scenario

Saving the Current Data as a Scenario


• Click the Expand Dialog button to change the Add Scenario dialog box to the Edit Scenario dialog box

• Click the OK button to accept the settings in the dialog box and display the Scenario Values dialog box

• Click the OK button to display the Scenario Manager dialog box with the new scenario selected in the Scenarios list

• Click the Close button in the Scenario Manager dialog box to save the new scenario in the workbook





• Click the Solver button (Data tab | Analysis group) to display the Solver Parameters dialog box with the target cell, changing cells, and constraints used with the previous scenario

• Click the Solve button to solve the problem using Solver and the constraints just entered and display the Solver Results dialog box

• Click the desired item in the Reports list to select a report type

• Click the OK button to display the values found by solver

Using Solver to Find a New Solution


Using Solver to Find a New Solution



• Click Scenario Manager on the What-If Analysis menu to display the Scenario Manager dialog box

• Select the desired scenario in the Scenarios list• Click the Show button to display the data for the

selected scenario in the worksheet• Click the Close button to close the dialog box

Showing a Saved Scenario


Showing a Saved Scenario


• Select the result cells to summarize• Click the What-If Analysis button (Data tab | Data

Tools group) to display the What-If Analysis menu• Click Scenario Manager on the What-If Analysis

menu to display the Scenario Manager dialog box• Click the Summary button to display the Scenario

Summary dialog box• Click the OK button to generate a Scenario

Summary report

Creating a Scenario Summary Worksheet


Creating a Scenario Summary Worksheet



• Click Scenario Manager to display the Scenario Manager dialog box

• Click the Summary button to display the Scenario Summary dialog box

• In the Scenario Summary dialog box, click the Scenario PivotTable report option button in the Report type area

• Click the OK button to display the Scenario PivotTable

Creating a Scenario PivotTable Worksheet


Creating a Scenario PivotTable Worksheet


• Click File on the Ribbon to open the Backstage view• If necessary, click the Info tab in the Backstage view

to display the Info gallery• Click the Check for Issues button in the Info gallery

to display the Check for Issues menu• Click Inspect Document to display the Document

Inspector dialog box• Click the Inspect button to run the Document

Inspector and display its results

Inspecting a Document for Hidden and Personal Information


Inspecting a Document for Hidden and Personal Information


• Click the Save As command (File tab) to display the Save As dialog box

• Click the ‘Save as type’ button and then click Excel 97-2003 Workbook to select the file format

• Click the Save button to display the Microsoft Excel – Compatibility Checker dialog box

• Click the Continue button to save the workbook in the Excel 97-2003 Workbook file format

• Click File on the Ribbon to open the Backstage view• Click the Protect Workbook button to display the Protect

Workbook menu

Checking Compatibility and Saving a Workbook Using the Excel 97-2003 Workbook File Format and Marking a Workbook as Final


• Click Mark as Final to display the Microsoft Excel dialog box

• Click the OK button to indicate you want to mark the workbook as final

• If necessary, click the Continue button to display the Microsoft Excel dialog box

• Click the OK button to close the Microsoft Excel dialog box and mark the workbook as final







• Use formula auditing techniques to analyze a worksheet

• Trace precedents and dependents• Add data validation rules to cells• Use Error Checking to identify and correct errors• Use trial and error to solve a problem on a

worksheet• Use goal seeking to solve a problem

Chapter Summary


• Circle invalid data on a worksheet• Use Solver to solve a complex problem• Use the Scenario Manager to record and save sets

of what-if assumptions• Create a Scenario Summary report• Create a Scenario PivotTable report• Save a workbook for use in a previous version of

Excel

Chapter Summary

Chapter 9 Complete

MicrosoftExcel 2010

Microsoft Excel 2010 Chapter 9 Formula Auditing, Data Validation, and Complex Problem Solving.

Documents

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