Microsoft Excel 2013

Spreadsheet program






Part of Microsoft Office package
Organizer of data
Big computing power
Display charts and graphs
Small databases
Differences from previous versions


30 Jul 2015
Excel 2003: menus are completely reorganized
Excel 2007 and Excel 2010: almost none
1
Cells
Work-book


Work-sheets, cells
Cells





References, columns and rows
Name box and formula bar
Sheet tabs
Autocalculate
Sheet operations





Right-click
Right-click
Right-click
Right-click
30 Jul 2015




Insert…
Rename
Tab Color…
Move or Copy…
2
Types

Numbers’ formats
 File Options  Advanced  Editing options

Types
 Home  Numbers 
 Value
 Formula (begins with =)
 Text (use ‘ to convince Excel)
30 Jul 2015
3
Types

Value (aligned to the right)






Formula


Everything which begins with =
Text (aligned to the left)

30 Jul 2015
Number: 23 or 56,45 or -0,4 or ,23 or (24)
Currency: €34,2 or 9€ or 0,7 €
Date: 3 Mar or 7/10/05 or Jun 2005 or 3-5
Time: 2:34 am or 17:28
Percentage: 34,5%
Everything else: alphanumeric characters and symbols
4
Data entry suggestions



Use the cells format dialog box before typing
values!
Pay attention to what Excel understands,
especially dates!
Pay special attention when converting
between numbers and percentages!



30 Jul 2015
0,02  2%
2  200%
0,56 %  0,0056
5
Autotasks

Autofill
drag
Repeat the same value
 Increment the value
When not satisfied of Excel behaviour:
CTRL + drag


30 Jul 2015
6
Importing data
Home  Clipboard  Paste 
 Paste Value
 Paste Special…
Data  Get External Data  From Text


30 Jul 2015
Fixed fields
Delimited fields
7
Formula

Choosing the cells



Operations



Cell pointing with mouse
Cell name with keyboard
Mathematical operations: + - * / ^
Parenthesis
Errors






30 Jul 2015
#DIV/0!
#NAME?
#REF!
#NULL!
#NUM!
#VALUE!
Division by zero
Wrong cell name
Wrong cell reference
Function’s arguments missing or too many
Wrong number in a function or too large number
Wrong type in a function
8
Formula references


Relative A1
Dragging the formula
Absolute
$A$1
 Partial absolute $A1 A$1
 F4


References from other sheets


30 Jul 2015
sheetname!A1
[filename.xls]sheetname!A1
9
Formulas  Function Library 
Warning: names are language dependent! Use
the conversion table if studying in other
languages
  Math & Trig 





30 Jul 2015
SQRT, EXP, PI, LN, LOG
ROUND, ROUNDDOWN, ROUNDUP
ABS, RAND, RANDBETWEEN
MAX, MIN, SUM, AVERAGE
SUMIF, COUNTIF, AVERAGEIF
10
Functions
  Logical 
 IF(test; value if true; value if false)
 AND is ( ) * ( ) , OR is ( ) + ( )
 NOT
  Text 
 LEN
 RIGHT, LEFT, CONCATENATE, REPT
30 Jul 2015
11
Slide only for ISDM27006
Date functions
  Date & Time 
 NOW, TODAY
 WEEKDAY
 Serial number format and +/- operations

Date exact calculation
 DAY, MONTH, YEAR
 DATE
 DATEDIF (the undocumented function)
30 Jul 2015
12
Slide only for ISDM27006
Financial functions
 Financial

net present value
  XNPV

internal rate of return
 XIRR
 existence and uniqueness


Loan


30 Jul 2015
T.A.N. Tasso Annuale Netto (Yearly Net Rate)
T.A.E.G. Tasso Annuale Effettivo Globale (Yearly Real
Global Rate)
13
Slide only for ISDM27006
Mortgage loan

constant payments and constant
interest rate
 PMT, IPMT, RATE, NPER

adjustable interest rate

Must build the table
Constant payments and adjustable length
Adjustable payments and constant length
30 Jul 2015
14


Slide only for ISDM27006 from March 2016
Visual Basic for Applications

Easy functions to expand Excel


User-defined functions
If Then Else
Save the file as .xlsm
 ALT+F11
Insert  Module

Do not write code in sheets
Reset button
30 Jul 2015
15
Slide only for ISDM27006 from March 2016
Visual Basic for Applications

Function declaration




Comments
MsgBox
If Then Else



Optional parameters
ElseIf
Nested Ifs
Internal functions: Ucase, Left, Sqr
30 Jul 2015
16
Functions
 Statistical 
 AVERAGE, VAR.S, STDEV.S
 NORM.DIST, NORM.INV
30 Jul 2015
17
Data  Data Tools  What-If Analysis
  Goal Seek…
  Scenario Manager…
  Add
  Summary
Assigning cell’s name
  Data table…
 Select entire table
 One parameter:  Column input cell
 Two parameters

30 Jul 2015
18
Solver example

My profession is writing books and giving seminars.





I want to maximize my earnings. The obvious choice would be
to give as many seminars as possible.
However, in order to be called by universities for seminars I
need to write at least one book every year!
Moreover, I have further constraints:




Each book requires 300 working hours and I earn 15000 euro.
Each seminar requires 20 working hours and I earn 10000 euro.
I do not want to work more than 1600 hours per year
I must give at least 4 seminars per year in order to advertise my books
I have only 18000 euro funding and each book uses 500 euro, while each
seminar uses 2500 euro
How to maximize my earnings satisfying my constraints?
30 Jul 2015
19
Solver
 File  Excel Options  Add-Ins  Go  Solver
 Solver – Risolutore
Write variables, possibly using cell names
 Write objective and constraints
 Data  Analysis  Solver







30 Jul 2015
set variables (Variablenzellen, Celle variabili)
set objective (Ziel, Obiettivo)
set constraints (Nebenbedingungen, Vincoli)
set constraints for integer and binary variables
 Solve (Lösen, Risolvi)
Answer report (Antwort, Valori)
20
Printing
 Page Layout  Page Setup 
  Page 
  Orientation
  Scaling
  Margins 
  Center on page
  Header/Footer
  Sheet 
  Print area:
  Print  Gridlines
 ViewWorkbook ViewsPage Break Preview
 File  Print
30 Jul 2015
21
Portable Document File format

Portable Document File .pdf
PDF advantages
 Adobe Acrobat Reader and Adobe Acrobat
File  Print  choose printer Adobe PDF
 Alternative ways to produce PDFs
 Protecting documents with Adobe Acrobat



30 Jul 2015
kill other PDF readers programs
Tools  Protection  Encrypt with Password
22
Saving in other formats

Excel document .xlsx

Excel 97-2003 document .xls

Plain Text .txt .csv

30 Jul 2015
Always close Excel after saving in plain text
23
Automatic format
Home  Styles  Format as Table
 My table has headers
 Design  Table styles  Clear
 Data  Filter
HomeStyles  Conditional Formatting
Apply a rule which looks good
 Manage rules…  Edit Rule…

 Reverse Icon order
30 Jul 2015
24
Chart building
Select cell range
Insert  Charts 
 Choose chart type and subtype
Chart Tools  Design 






30 Jul 2015





Data  Switch Row/Column
Data  Select Data  Add/Edit
Chart Layouts
Chart Styles
Location
25
Chart Tools  Design  Add Chart Element 
 Axes  More axis options…
 Text Options
 Axis Titles / Chart Titles
 Legend / Gridlines
 Data Labels / Data Table
double-click on an element 
 Plot area
 Series
 Element of a series
30 Jul 2015
26
Chart types


Multiple selection: CTRL + mouse
1 data series




Columns and bar plots
Line and Area (not a math graph!)
Pie
Multiple data series



30 Jul 2015
Clustered and stacked columns/bar/lines/area
Scatter (only tool for mathematical graphs)
Bubble
27
Extra
 InsertIllustrationsShapesInsert Shapes
 Non trasparent text box with arrow

Sheet protection except some cells
Review  Changes 
 Allow Users to Edit Ranges  New
 Protect Sheet…
30 Jul 2015
28
Extras

Hide and unhide
 HomeCellsFormatVisibilityHide & Unhide…
right-click  Hide/Unhide…

Split and freeze pane
Put cursor in the top left of the lower pane
View  Window  Freeze Panes

Review  Comments  New Comment
30 Jul 2015
29
Extras

List (small database)
 Data  Sort
 Add Field
 Data  Filter

Hyperlink
 Select area, right-click  Remove Hyperlink
 File  Options  Proofing  Autocorrect
Options…  Autoformat as you type
30 Jul 2015
30
PivotTable
Select well-structured cells
Insert  Tables  PivotTable
 Drag items from PivotTable Field List

Left-click  Value Field Settings
 Filter
 Sort
Options  Group Field
Options  Tools  PivotChart
30 Jul 2015
31
Statistics with Excel Add-ins
File  Excel Options  Add-Ins  Go
 Analysis ToolPak
 Analyse-Funktionen – Strumenti di Analisi
Data  Analysis  Data Analysis
 Descriptive Statistics
 Histogram
(Popolationskenngrößen)
Display Chart
Right-click  Format Data Series  No Gap
 Bin range (Klassenbereich)
30 Jul 2015
32