Excel Project 3

M i c r o s o f t

Office

2003

Introductory Concepts and Techniques

Excel 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

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

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

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

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)


• 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)




• 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



• 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


• When Excel displays the Function Arguments dialog box, click the OK button



• Right-click cell H2


• 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 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



Entering an IF Function

• Click cell B9. Type

=if(b4>=$b$24,

$b$19,0 in the cell



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


• 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




• 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




• 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




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 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


• 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




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




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




• 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



• If necessary, click Show leader lines to select it


• 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




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





• 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





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 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


M i c r o s o f t

Office

2003

Introductory Concepts and Techniques

Excel Project 3

Complete

Excel Project 3

Office

Excel Project 3

Objectives

Objectives

Objectives

Starting and Customizing Excel

Inserting a Row

Inserting a Row

Entering an IF Function

Formatting the Worksheet Titles

Formatting the Worksheet Titles

Formatting the Worksheet Titles

Displaying the Drawing Toolbar

Adding a Drop Shadow

Exploding a 3-D Pie Chart

Splitting a Window into Panes

Splitting a Window into Panes

Goal Seeking

Goal Seeking

Goal Seeking

Quitting Excel

Summary

Summary

Summary

Office

Related documents

Products

Support

Excel Project 3

Office

Excel Project 3

Objectives

Objectives

Objectives

Starting and Customizing Excel

Inserting a Row

Inserting a Row

Entering an IF Function

Formatting the Worksheet Titles

Formatting the Worksheet Titles

Formatting the Worksheet Titles

Displaying the Drawing Toolbar

Adding a Drop Shadow

Exploding a 3-D Pie Chart

Splitting a Window into Panes

Splitting a Window into Panes

Goal Seeking

Goal Seeking

Goal Seeking

Quitting Excel

Summary

Summary

Summary

Office

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