Advanced APTEC Microsoft Excel cour UEATION© APTECH LIMITED vo pet ti enka gts Sore tase aver ar en ei or randated inary frm of anne oF Record» Coss ofa row in the Exel wonshaet > Field - Corsist ofa col inthe Excl worksheet > Fld Name - Const of he is row fan Exel worksheet hat contains the name ofthe filspares Mech Ex ‘pot Dats om Extra Sous ‘To impot from an extemal source such 2s, Aces ito Exc 1. ‘Sie Dita-> mort External shown in Figure 1.3. ‘Data > Import Data. The Select Data Source dialog box appears as. “The trminooges ofa database are shown in Figure 11 al =o a ae a ferom Soteh Number Sold Region [ey Pet Nome an Cason Sar West | | 92 cDPlyet| eaEat | pe leo Pays] we} _—_ Stas ian, 57 Ow $5 ew ——t | Ft] Liss? Teavson| St earn || Ban, 00 co Paye| aT Nr a | _lewsin| Pear west | a Figure 1.1 Database Terminologies oe 1.4.2. imporing Data nto. Excel Figure 1.3 Seeet Data Source Dislog Box 2 Browse te Aces fen the Look in in Actas o Excl Hofzon nate i nT ome» a Bk ep om oe pn lo cningn i ar ober px os Pow Noam ng aan, eer Me crn el Se ew cx whe em tee BIS, an Sang ee oe Ast io Ee. | te tbl a cen eppaars os shown mn Figure 12 E Figure 1.4 Inport Data Dialog Box mpot Data dog box enables us to port he text deta on the curen worksheet or on anew worksheet. 2 Sait ol Ah El te sess Ti ‘hae aa he Erg Wort ox orgs wen we deton cel 2 NP 4 Click the OK buton, The datas imported ino the Excel worksheat es shown in Fgue 1* eee ceo &E NH MORE saan say anes S oe aay toting Salon | Ti ng Fame Epo act [runt Gaeee—Penein— 5 eS oa =F Bee ra =. tes aS aoe ee purposes Importing Text Files, am tom ete We can 3 wile . rrr vz al tess boon wane fe pes he ot ea cnc errata oven wav rn te daa non Fone ao na cake eae ae eal ena We wn éaam an Be Hee ‘The data in he text fs appears as show in Figue 16 ‘ping Ota ton Enter Sues To import data fom att fle: 1. ‘Ohne cl ne woes wae tHe none a a ei i 2. Select Data > Import External Data > Import Data. The Select Data Sours dog box appears 8 Select the tt source fle om where we ned io impor data and cick Open, The Text Ingen Wizard ‘Slop 1 of 3 alo box appears, as sown in Figue 17 Figure 1.7 Text import Ward - Step 1 of 3 Dialog Box ‘The Text inpon Ward - Step 1 of 3 dog box enables us o select the fl type as Delined or Fixed wich and ao provides & preview tho tet le fat we are inpoing 4 (ick to Net buston. The Tot impor Wear - Step 2 of 3 log box agpesrs, shown in Figure 18 Figure 1.8 Text Import Wizard - Stop 2 of 3 Dialog Boxowes ‘si eo eens ste eet gt crust oot bs Tce ‘one check bor and clk Next. The Text Import Wizard cone rs 9 5 Sees agora anon FS 12 igure 19 Text Import Wizard - Step of 3 Dialog Box ne a ni speretngot Wear Sp 3018 Dog Box rate uo sect eta Sr into Excal wortshest. ‘lok the Finish buton, The import Dea dog bax pee. 5 das rondo te Excl wrseet, as shown in gue 110. 7. lek the OK buon Ts puting Osa ton Earl Sues eo Ed ane ed La Wt ay Te Le Take ‘Figure 1.10 Data Imported trom the Text Fle ‘Atomatly, we can lo impot data rom tho tot es using the rap cep maths. Te pert deta fro he tox fle using this met: 1. Open an Eiel worksheet where the imparted dala isto be pace. ‘Open a Werd document fom which the data isto be ingotd. ‘Select he data that needs to be copied fom the Word doeurant source fe ‘Drag the slectd data and cop tro to Exol werkt whore the data ood to be coped. The dla ‘simp om het fl ta the Evel worhost. Excel aso enebes uso update ho data ported fom fs sours fle. Ay changes inthe source le canbe shown into Ex fe. T eesh data in he Exoa woke. 1. Select the data that nods tobe reeshed inthe Excl worksheet 2 Select Vew > Toobars > External Data, Tho Esomal Dea tobar appears as shown in Fig 1.1 nen ‘Fgure 1.11 External Data Toolbar 8. Chck the Fresh bution cn the Extonal Data tolbar.Th Select Osta Source dog bor appoars. 4 Select the tt source fle ram whore we need to update data and ck Impor.: The da inthe Excel wokshet cts updated,pavers Miso Eel 1.3 Using Microsoft Query Wem ba pot xn pan prt a om nea count Wee Ms OH option when we noed to: > Fir to data that is beng impo > Sot the data tats beng imparted port daa rom ore tan one tables a & ne ‘ec a eMac Quy eptonokgt ao an ng dt mac ann a ow OF aa sure 4.9 Creating a Data Source Toiput aon an otra sue sues Anata wordings cade 288 SA OV, pecy the canons of he daa tobe imp. Torsone Inlach wants to propa a paral acsaring 12 ee ono pat dt tat ao ah epi navn suchas IT dopartmen We wil rata a data source using fhe Erpioye Data ttle fom Aces Jo rete a new data sure: 1, Open a new worshest in Exc 2, Set Data > Inport Exemal Data > New Database Quer “The Choose data Sours clog box appears as shown n Figur 1.12 —_———_ Fire 1.12 Choose Data Source Dialog Box ‘he Caos Data Sou dl box cra aes, unis, 1 Sans “he Databases tab Te roto cent anew cata souce ot se ay ane fe vate dia S275, suchas Base, Exe, ‘iobre and MS Aces databases fo reso que. 3 axe ta te Use he Gury Ward to crn cur hock ors es 4 crue ick th lew Data Sur opto net of database = fo dan SO. The Deu on Data Source dag box appear, as shown in FQue 113. Inpong Data tom Exel Sauces pittance Badias scien: ce eo RPA ie eerie cies, af 2 owes Flqure 1.18 Create New Data Source Dialog Box Entra nama, 3 ay IT Database, nthe fst ot box. Note he second option bec stn et oan vs etre cone eee: ‘Click the Coanect button, : me Gxt coms COC cet A en oh cae gure 1.14 008 Micros Access Setup Cig Boxareas Moot Ex se cose woven cs Sup dbx ot Das atu ana Sen aise A, Database group proves the ops: >Select Eabls ust selec an sing Aas databse > ate — Enables us to cen now Access deb Repair — Enables us o fx a damaged Aces deabase amperes us 1 renve urd space fom he Acres ahs | “The Sym Detabase grup provides to opens ! ‘> None ~Enaties us to soot a pve database Database ~ Enabes us to select a shared database ‘Cloke Selct tonto sla database The Selec 18 iabase log box appears, as stow nFig® Figure 1.15 Select Database Dialog Bx 8 Locate be debate hat sob inpated and lek OK i fe Sls subse dog 2 10, Gick tho OK bution ne ODBC Moose Acces Sep dab ‘A conmedton tothe seeced th Ot rae an po le ec cee torn nan PCr AT aya Won Data Source dog box, as shown Fig 1.16. 2 [MoonAcors Diver) Hh Select the Employee Data table rom te crop-down Ist box of he fourth cpt, 12 Clek the OK buon in the Crate inte Or Dt sear ees nnn iy le lb san Dan Fre 1.17 New Ota Source Ade 18 ick Conc tin oh Excl wast 182 Creating 2 Query ee. See auS ‘extemal data soures usin tn the for of tables fin ca pg Hn mtn epee rok tema cata deo cons. Wo can it a am Serco il Wehr, Nolet ive goal dealibecca Mert xe using he newly created view cea cue a set ato an te Epon Oa dubs oa ny TT Database data suse: the cot nthe wathoe were we wan oe te knpred dal using He ey ‘Database Query. The Choose data Source dalog box 4. Cl 2 Sols Data > Import Eternal Data > New pests. i osm the ‘Seles ho IT Department dla Su alg box appear as shown in gue 118. rabaces st box. The Query Wiz - Choose Corin hes nyse Om oe vn ann a et ovo onc a tein ores oe = Sasam bi urges cotaaceemoa ae mee a = rae pe : air added in the Colurmns in your eee Joanne eon (uoy Hist bo. eterna rane rpg Osta tom xe Souoes 5. Click he Next buon. The Quy Wizard -Fitr Data dog box appears, as shown n Fg 1.20. ‘Figure 1.20 Query Wizard -Fiter Data Dialog Box Tho Query Wizard Fiter Dats clog box enables us ofl data so hat we can view ol the dala that saises ‘efit crea, Tre Column fit Ist box cota a ist of cours that are tobe cluded inthe query. Whon we slect a column rom is lis, tbe drop-down Ist box below the Only include row where: becomes acive andthe rare of hat elm appear ovr the depo It box. The st kop down listbox contain a Ist. ‘of condos such as equ, nt equal, greater han, begins wi, ands wi, Ike, and isnot. Te second ‘rop-doun Ist boxcortins te data or he slated column. We can use the And an Or operas to spoaly ‘more than one condo. The And opealordspiays ony thse recres whch sls the conto speed. “he OR operator dsplays the records that stl eter of eondtons Select the cnn, Department, to spect the concn forthe query The fist drop-down st box inthe Only include rows where group becones acs. ‘Sole he equa option om the Ft chop doun tbo to ae he epi to Me the dat, ‘Select fom the serond crop donn st bx to spect that we requre the ecards thet conan he ‘department value equal oT, Fg 1.21 shows th condton specie in the Query Wiad Fite Data dlog box10. 1. Figure 1.21 Specifying a Condition (Click the Next but, The Qury Wizard ~ Sor Order dlog box appear, ‘Figure 1.22 Query Wizard - Sort Order Dialog Box “The Query Wis - ort Orr og box enables uso spec the order fo soring he ‘alee! upto vee levels of song. op oun et bo Salt te Empl cron ron ns Sort cpio tothe sgh of he Sorby dep down tox became tobe dono. Te Ascending ae. ‘cick the Ascending option oso the In the Query Wizard - Fiter Data Dialog Box 8 shown in Figue 122. ayo cata, We can oct he et on whch ne soringis data inthe ascending odor, s shown in gue 1.28, ‘Figure 123 Speétying the Sort Order inthe Query Weard- Sort Order Dialog Box 12 Click the Net buton, The Quy Wiad - Finish dag box sppears, as shown in Figur 1.24. Figure 1.24 Query Wizard - Fish Dialog Box ‘The Query Vizard Fish dlog box enables us oVew he quar result in an Exzel worisheet,vew or ect the query in Micosdt Quey, or create an OLAP Cube ftom he steed quan, The Save Query buon i used to save cur query tothe dese locaton, 18. Select the Return Data to Microsoft Excel option 14 Clete Finh buon inthe Query Wizard - Finish dialog box. The ReturingExemal Data to coset roa deg box appears, as shown in gu 125,npg Daa tom onl Sous ve eet 8 << ‘The Web page pears as shown in Figure 127 tw oyornat oats? (esa : patron = | open Tare Ut | ee eee | een : ! eure 1.25 turing Etre Data 0 Merosot Eee Die x by 7 the Existing worksheet option used 0 view he 1 I Inthe Retuing External Data to Mirsot Exe! dag bX ie aac ae a ay Inport External | 5 Data | shown in Figure 1.28 New Web Query. The Now Web Quer ilo bx appears 2& 16 Tar ges i Sone @F HMSO? we Bie Orbe 2 Aloe ver bo Deen ear be Sore aes ae Ee SS eee = ‘gure 1.26 Ried Eternal Dats In Merosot Exel Shot \ \ re hove resol rye nar alate deparmenob eae | Treo Se aor ave ban sod ascent 14 ueryng Data from he Web Ter be ees Nw Web Cure, in emesis Excel enables vs to inpot data fom the web. TS Fc err ts mony ors sche onthe Wed, Te onus se needed to cle the bonus - } Fe pay The conpay decides se he da wall 9 pupoee Ae ra he ata cn cond tem & eb page an Excl wos retievedin te Exo Figure 128 Now Web Query Dialog Boxpaareos nso Inport as om sera Sc rey wn cur daly pay dat Wed te lett ae poe ene We Treen Non Wb Query dig bx tas flor oes cee ar nln vs ek eit be ees of he Webpage we ea» ‘Stop ~ Restit th cent Web page fom ona Fefrsh - Upistes the data of the cent Web p89 Fara Comers teens, tat nabs us abe aie wip ile ‘Save Query ~ Enables us to save a query, ceed for Rr use | ‘pions ~ Provides fomating and seting ontons ars bute oat tw oe Veo ag ead me Now ib Cu ded | a ecient pnt hen Ta en sm | Ey vyvvyvvvY Epes gta is Sousa Pca | ee En Figure 10 Web Page imported into 8 eee 2 He Me aed whan qymemnden, ® Testes ee teeny wig eine Oat opt, TN & 3 Hazon tc an 3 tech an ow dt nthe Excel war gees 1 pay caleulatons instead of refering to ) Figure 1.29 Wed page dpiayed In New Web Query Disiog Bor cackito Save Gury xno sve e gy reed. Te Save Cay dab] ba SPSS. ‘rter Monthly Bonus Query s the rare for he query saved. ‘ik mp bton nth Now Wot Quy bg ta, Te brat saci os Poa (he OX. Tho Wed pge is pote oh El wofhet a show Foye 12. nee“The steps giv inte session are detae, comprehensive ard carly thaughtrough This hasbeen done ‘0 thet hearing objectives are mat and he understanding ofthe fools compet, Please flaw the steps cet. Part |= For the fist 15 Hours: Importing Data from External Sources roe enables us tempor data fram extemal sources. NowTech Systoms lan company tht has an mpoyee tabasen acces. The database conta an erpoyee masta lbe. The company wants the sane enpioyee ‘maser table in an excel worksheet o hap them in easy clean of pay. We wil inp th table fem ‘Acces no eco Tho table in Accossappoars as shown in Figure 2.1.severed erst as, Aozss ino Exot: ‘To inpot rom an extemal source euch 8, Actes ‘Figure 24 Data imported into Excel ‘The cata ols inpated wi the fst ow blank The data can now be used in Excl for clog pay of corpses. Importing Test Fes ‘We may nood to hae the sare dota that ex in a tot fle nan Excel workshost. Excel nates us to pect ta from tt les. NowTech Stems maintains he ifomatin on prs salt for is employees in a rolopad ‘The company decides o ior te table into Excl to help in ayrol clon. ‘The Ports Data tbe appoars in Notepad as shown in Fgue 25.‘gure 28 Text nport Wiad - Sep 9 of il Boxnog Date Gh Te Finoh baton. The tipo Data dialog box “Clk the OK button. The data Is imported into the Exel 1s Gulce iirc Figure 210 Choose Data Source Dialog Box Sales Executre No Ele wOs Massing Manager Yes [cP0s Production oad No [ESt” Sales Exscuine No POE Production Head Yes GEMS Marcoting Manager_No [EDs Manager No jer Manegat [EK2 (Tanager evs HR Naneget [Evo7__ Marastig Nanaget Ha Nanager No 1 Manager —__ No Ensure at he Uoo the vey Wizard Wo eeledt ques chodbar Ts 4. Double-click tho ew Data Source» | The ‘option in the Cats Now Daa Sou og tox sper es sons Pigae 2 a, De ae Ea te toyrr dtd schon} Teimor aa om neal sxe ch zn endo tet oe peat th condtons of the dala toe imparted. ‘ares Syste wants data. on employees in New Yor who ‘eam less than $90. ‘We wit create a datasource using the Employee Master tbe In Macs. “To creto @ new datasource:npg Ota Figure 219 Selec aes Daley Boxpared Moot ss a sere aah anton enna mane gta pon Vee Se ti eo Pan vt ‘Delabase dea source: ‘Figure 2.18 Query Wiad - Ft ata Disog BoxFilter Data Dialog Box ‘Figure 221 Query Wizard - Sort Order Disog Box ‘gue 219 Specifying Cty Condon inthe Query Wizard - ‘Figure 222 Spectying the Sort Order nthe Query Wierd - Sort Order Delog BoxFigure 225 Retrieved External Data In Mlroson Excel Sheet ‘The above ur sons that onthe eco hata tec valu equal to Now Yok and slay es than 900, ‘are reteved in the Excel see. Not that the records have bean sored nthe ascending oder ofthe EplD fel, Querying Data from the Web Excel enates us folmgot dat fromthe web, NewTech Syste hast department stengh srusure onthe ‘Wie, The corpany deciles tose he data eval on he Web to preparer pal dala, We wl leam how the dea can be coped from a Web page to an Exel orshest. ‘The Department Srengh tebe on ho Web page appess as shown in gure 226. ‘tpatnert Existing Saf Songh, Maximum Sif Sung Roque Sa Praton ‘0 Stes, 0 ‘Figure 226 Department Strength Table n Web Pageares w aia i , [seve ert Essig Stat Sangh Moun Sa Seg Reed St tering Fi Mort To port data om @ Web poe: 5 " Figure 228 Web page displayed in Now Web Query Dsog Box ‘Rowe 227 New Wb Quay Dilog Box a aenog Dla Part Fo th sx hal an our [ArPomted De Gre New Yor “Ai Powered Goer _New Jey ‘At Powers Da Ge Beson Ege Clever Besen Ege leer Marton Eng Cert Fans. Engoe Clearer ana “Now Yor Fo ow ery instead of fering | 1 wns Sona an now te dat te Esco wank pe ans to mail les.Product D Region Unis Sod Nant oot New York 21000 NewJersey 15500, Boston i Boston Fonda Manhatan New York Fon New Jersey Introduction ‘When we warto crete @new wrtbock having aspera, wo can base the new wafook on el. ‘tuple cn nto ses, fomating, nical fet such as headers and fot, ow and corm heaaings, formules, macros and custom toes. Using taplses save imo when we need create several workbooks wih sir features Eel enables us to create wottook and worksheet tplses. We can also elt these ‘emplais whenever reed. ‘As we creat tempo, we can aso crea ses Ass ase of formating atbutes ats epped to a acon of ole Inti chapter we wi eam how o creat and apply tates. In aditon wo wiles ea to rete, et, spy and marge ses. aa with Templates ‘tempat based ca workbook that oan sec oat While creating be template he basic roman, formating, and omuias are etred. The rest of fe oration ld out and customized when to temple ‘sued. ‘41 Grosting Templates ‘We can cea tempites for woooks and worksheets. The default empl for wotbooks scaled Book And fr werksoets i caled Sheloregon ran apy anon ns ote yma POT feroanoe, sca eran une afar He paved ex. eave ms rare arous formu to ele the net salary of he empoves tnt ant cosa. el. Ne Snes read we Ey rh i ee ce caro efor a ane 8 rt lay ofthe eplyees. voor rant zwei orgie can ne ane paral a aT oS Wo cee ya We wanes wie ump conan an SY ‘erbook gles dfn th mating or coat of anew wos We can so crate a delat workbook ara el Pe lp bo en weak tt ce ween wt Ee, We een wontock tga fa cote fhe payod mat fhe compan “To creato 2 workbook tia: 4. Greate an Excel workbook as shown in Fgue 1 ‘Figure 3.1 Employee Peyrol Data elect Fle > Save As 0 open the Save 2 dog BOX center Employee Payroll Data inthe File name fx bo. sae repli pt ah Sav 0p pdr Bt The See on nS “Templates flr, 95 shawn in Figure 92. ie 32 Sve og Box 5 Cle Settee wottk a eri, tel ot st seen tr err fo Tens ‘orn belgie psn te gs cme Tas ona fairy see en, rs reset ne Toles ret tre : io Der The ma i hen sp oa wa an sao be rane besa | aera ene ees ereerenan meg en on rosie nce mcrenn pee eee eaee ee Wena cat a yabcckopi anes 2 vottet pa al cane eon say Gas oe ngoyee nnn tame To create a workhntterpate: 1. Creata an Excel worbook as shown in gue 23.Teles Sie BE Tonos on my Wb ts, ©) rents on tose com ror a B mocet ap EZ sowststate ‘Flgue 34 New Workbook Task Pane 2 Click General Templates. Tho Tomplats dog box appears as shown in Fgue 25, Select Fle > Save As 0 open the Save As dg BOX 4 lor aramo, Monthly Pyrl Temps, fo ete fe Fle name tb | Sean Template on fom be Svea type cp down tt. The Save enon canes 2 ‘Templates. 5 Clk the Save buton to save the worksheet a tmp. 3:12 Anplying Templates ie avapenc rgts at eee dda ego Te ga at ‘Tarr ee ie tn can 0 ar oF MOO oping oe Cust Toles etn net ct emit, os Pat aa are FO ve con wat ado he Ee Pay bs roa / em Fe > New Th New snk kp pean shan ae 4 Figure 35 Templates Diog Box The soe ave stows Gee a of he omits dat The Gre bo Ene ay Oe an oth Payal nga a we hee ceated ne {Soh Employ ayo Data wg nek OX Excl sane wood ton vik on tenors tg been ar, F' exept twos sane Enger ‘Payroll Data, the second workbook is named Employee Payroll Data2, and so on. The Employee Payroll Dalat Wothke shown Fg 38,Figur 36 Employee Payroll Data! Workbook , We an heat a wtsheet tenia inte wostack. When wed ison he ead wotsoat = bow on the selced temple ‘To insert a worahoot empl: 4 Open a now Esa watbeok based on he Employee Paya Dela tee 2 ghcik th Sheet tb and selec te aarp fom te state mer. The eet dog Po sppears, a8 shown In Fque 37. “Teas nd S08 9 Sekette Ment Payal eae. 38 and clk he OK button. The worksheet appear, as shown in Figure a ‘igre 28 Worksheet Inserted Based on = ‘Applving the Detaut Template oe ‘Excl provides a st ef eed) 0-190 templates ha ores, hes to crete business CY fete arenguara saaeeeencis ta ne To apy a cleus tna: 1. Selec File > New to open the Now Workbook task pane. . (ick on Ganaal Templates to open ho Template cog box (kn Spresstet Suton 18, The SproadshetSoltons tb appear, as shown in Fie 3.9.‘Figure 39 Spread Solutions Tab yeadsheat mnpates provided by Exel ‘The above gure shows to Sp Solon ta hat cota thet oe ppoar inte PF ri 4 See Bac hur. Ta oe oe nes eri 5 Ch OK. The Balance Sheet! weribook appear, as shown Figo 2.2 Working with Ses — anc ot psa wo sve or ped tw El A. clan abaya nat eqs wre 80 ‘also modity a custom or builtin syle. Tops ar See ‘32.1 Crating a sive ‘We cin create sts according to our equrements, For example, we have several workshe’s ina wobook that have he same ype of heacngs and ever tie we raed fo change the fang of he eens Ding this woud consure ato ure, Ista of rapping the frmating foreach oa, we can cea ase, To create a sty 1. Greta an Excel worshoet as shown in Figure 2.11 2 Select cl a. © Select Format > Style. The Sie dalog bx eppears, as shown in Figur 2.12, Fur 812 Se iaeg Borpaarees Micon Eel “Tes nt Sos “The shove fue shows the Style dialog ox that cans: > Style rime ~ Contains he various bultin ses of Excel yond docimal manor 4. Set ne Fort style to Bold, Set th Underine Se Unto se Sa ad ko OX btn. The Se obo pea shown a canna: ts xa oe be 0 SE + cana As conn a rand 8 wo mabe Comer Forts nner can) a ar ey, cman an Wo Ss boyd Pe ceo! ot | «sere ( ons te carey foe and ud 1 @ wl nat + nama res ay tage gre rue mat ore: agi tenure oa pren an ats 2 po Sn ‘tye fnchudes- Corti he fomat elements ofthe selected sie Mody - Modes the selec ste ‘A= Ath erred styl name inthe styl nae drop-down fst box ‘Merge Copies sys fom one open warbeck o ether ter Lael in th Style name cop-down st Box. 8 hte nama Ta orto eb wren NS vvvy. ‘ure 314 Se Dlg Box Ate Sting The 8 cick Ad baton tate abe Sree Men aie Label se te Se name cop own ist The Exel osha ayer, Figure 313 Format Celts Dilog Box “Th ebove gure shows the Forat Cel diag box wth he Font ab sledvn apy sito ot a be aig ccs creda ter ard oe re ak now apply ba Label ye to dlret cls the Paysip Excel washes To appy a se: 1. Open ho Paylip Worksheet. 2. Select the caso wich te Label sve Is be apalled, ‘3 Select Format > Style to open te Sve dalog box ‘4 Sela the Labels rom the Style name éop-down lst Bok 5. Clck he OK baton. 323 Eting a Sve ‘Menmr yu et a e,Eel euatay pi a cas oad win ft sie, We wow et De aba. edt a syle: 4, Open the Paysip worksheet, Select Format > Style open the Styl dog box. alc Label fom the Style name drop-down it box ik Mody tt etre le ced ae. Tn Fora Cte bx, a Feet selected appoas. Selec the None option fom the Undertnecrop-dows men Sethe Color to Blue. ‘Gk OK. The Sie dalog box sppears. ‘idkoK ante Se day bt The charges oe sonata apd tae als wich ae abel te. The Pal worshoe appear, as shown in Fig 3.16, see ewe = os (Exar ? ea [chen oRieone Esteem ES | Infotech. ‘324 Dalating a Sle ‘As we create and et ses, we can aso dete the shes. To delet a se: 1 2 ‘Sct Format > Stylo open the Style ig bor ‘Select the se fom the Style name drop-down It box that hast be deleted. 3 Click Deo b delete tho selected tye, We can con yes tatveon ox wreck, ‘ile that we creetec in the Payslip which is good way to maintain consistancy. We wil copy the Label ‘To copy shes rom moter workbook 1 (pen tne wobec from where the sys ned tobe copid. For example pen the Payap workbook pen enoterwonbook where we want o copy the Labels Select Format > Stylo to open the Sie alg box x ‘he Merge bution. The Merge Styles dialog box appears, as shown in Figure 817 2 a 4‘Figure 3.17 Marge Styles Dialog Box je sore fg shows he Mare Sis dog bx hat cota te Map ses fu et bx. The ore sistant bo is names of te woos ata operat Sol Pye ond lok OK. The sven of Paya we aed he Stes rane Sop “down lst 23 sown in Figs 2.18.ie season Templates and Styles ‘The steps given in te session are dotale, comprehensive and carly ought rough. This has been done 0 tat he leaning objocives ee met and the understanding lhe tol is complete. Pease flow the stps cay Part |= For the frst 15 Hours: Creating Templates a re ee Se ee RIG | ‘Wie can crate empatesfor wonkDooks and worksheets. The delaut pate for workbooks is called Booka and for worshoo scaled Shoot For example, a company maintains the employee's monly slay infomation on an Exco spreadsheet. This Sprache conan varus fis and formu that calcul the nat clay fhe employes. Every month he company noods to update he pay maser data wih the monty net sly ofthe eplyoo. We wil create a tml forthe mainly et salary calculations. Tis mpl wl contin vatious fom that ‘alate tho net sly. To create a trparen Mert Es ‘Figure 42 Wonthly Salary Workbook After Entering Formulas Now, wo wil ave te Monfy Salary wokbook asa tempo. To sae he woibock asa template: Figure 41 Monthly Salary Worksheet wow, we wear ores fr eaing te fx decor, atone alors, powers nd oducton, and net sly “Th wees aro be cloud a flows: > Tax Deduction ~ 1% of gross sly > Provident Fund Deduction ~ 5 of rss sary er exig te tors and coping R19 aan of cee, Moy Sly wot pesos Son in Pure 42.tne Mert xa ‘Applying Custom Templates, Wie wil now crate a workbook thats based onthe Meihy Salary eel, To-apply a tempat Tels re Ses ‘Figure 4.9 Monthly Salary! Workbook Creating a Style ‘Aste is a calletn of oats tat we can eply oa selection of cos, We can also create our own sles tos cur needs Stes save time as and maintain constency.Apping the same forma to several worksheets Is tedious jb. Exo provies sovea bulin shes We wa create se formating fe company name in the Moiy Salary worbook Tocratea sya:Tong re Ses ‘Company Name Monthiy Salary = Moth Tear Geass s Figure 4.11 Style Dialog Box Figure 4.19 Style Dlaog Box AterSetng the Atrbuteseres Meat Eso Tepes and Se siting a Siyle ‘Whenever you ed a ie, Excel etomatialy update al col fomated wh that sve. We wi now et he ‘Conary Name se. ‘To eda sie: Figure 414 Border Tab aaa ———eoreTamas ant Ses sercee Mert xa Applying a Style ‘Wi wit sow api he Company Name syle our workbook, To apply a se: ‘Figure 417 Appling the Company Name Sle | Copying Styles Be as We con py es bawoon our woos, wih aoa gnd way makin cise. We wi rare he ‘Company Nar sven another workbook ‘As we can create ar edt ses, wo can also delet he sve ha we have cr To delet a sie: ae, To marge a sive:Excel provides us wah various toto analyze data such a, Gal Sook, Data Tabs, Soanario Manager, an ‘Solver. Each of hee tools use ferent finctonltis to analyze data, Data analyse dene using these fas S ‘own as ‘What enasis, Toso tools enable us othe etecte decisons. In tis chapter we wl fam how to use the Goal Seek and Salve tol. nadton, we wl eam how to work wit Scenario Manager an Data Tatas. 5.1. Goal Seok pe Se ee Goa Sek is verypowort analyte that enables the user oat a vale in fomula inorder reach deo ret r answer. Te Goal Seek tol can elminate unnaessary eacuatons and can save tne, The Goal Sek tai can be used to aust single variable va in a formula. For example, in Hotzon Intec, te conte salary cra byte employes inthe producton department managers $40. The Ht manage ofthe convany decides to increase tho net salary of th production cert without ceasing the oss saan. This is achived by increasing te editonalalowance, The HA manager can use the Goal Sock ‘ooo i te ase inte adcionalalowarce made for creasing the net salary To use te Goal Seok took: 1. Create an Exel worbook es shown in gure 5.1.a } gure 5:1 Employee Perl sia Workbook 1 2 Select Cal 8 ‘Select Tools > Goel Seek. The Goel Seek dag box appears a shown in Figur 5.2, ‘The Goal Sok ilog bx is used to se a cal to a parca ave by changing the value of ander ot “Te opens aval in tis dog box ae > Set ell- Specs he reference forte oa at contin the formula to resohe, > To-vale- Species the ried result ett ot 8 cn c-Si bo ore cal a ta ea > By aa os cota 3 ema ott oo a's oC 4 Emer 650 in he To vale tot box. |S Cick he Colapee Dialog baton ofthe By changing cll ox and see! the cat ES in the worksheet, osng Data {6 ick he OK buton, The Goal Seok Status dalog bx appears, as shown in gure 5.3. 7. Clk the OK baton to aoopt he result Excel Goal Sek to cals, 52 Solver ral Seeks used acuta snl varie na formula Wo an se fe Soe ol aust mpl variables |nafornua. The Saver tool determines he resutng values whon we need fo change more than one cl used ina formula and have mpl consis for tose valves. Soher ats he values in he cals wo pect to produce the result you wan fm the formu, $52. Intaling Saver ‘The Sohver tol an Adin, Adtns are extra programs that enhance he funerals of Excel Adin can be loadelunioaded according to ou eiteent. Tonal the Sober oak 1, Select Tools > Adé- ns. The Adins log bx appears as shown Figure 4ences Mert xa siete Saher Adin kor om he ie vale torn lk OK The Soe a gow me fv ro 6.22 Using Solver seth HR npc hare lo cal, Se a cere sg Gos Se ei sera an ee Se lak anes o ios Pa ee rode we cele Tete bse) maga Slate an/otoe the esS. Tous Sve 1. opm ergs Pool Ds wrk add he nse 2, Select Tools > Solver. The Solver Paramotors dog box pear, as show in Figue 55. ‘nna nt She Poa dbo ert cat pare fea hw wart wa, Ee Sarscol tae fom > Equal Specs bro met te a em, hit of 8 ete va nla - pan ltl nb ari ho crt 0 ae eee he cane St rg Cal xe ae > Subject othe Consrats - Cones esti he vas that Sober can vse. You can Ad (Change, ot Dele a constant > Add Ads consti to the speced solver parameter. > Reset All- Resets al the sokr options end co sloctons. ‘Guess - Displays the reference cols that ae the precedents ofthe sot ago et eara a 5. Sect he cel, in the woksest n spay tat we wart to change the vale ol his get cl dete eo pon ot ae re tpt | 7. Etter 8 valu: say 725 nthe Value of txt boxset anew value othe tet cl, 8 a ‘ck the Clipse Dog buton in ne By Changing Celis bx select a ange of oa inthe worksheet. Select he ces 06 and FS inthe worksheet 10. Cick again othe Collapse Dig bute, "Che Soe hn ater stg to. Te Ser ets sb eps stom Flgure 56 Solver Results Dislog Box ‘The opons evalabe inthe Sotver Ress dog box ee: > Keep Salve Solution: Aceps he solution and places the rsuting values in the adutabe cl > Restow Original Values: Resets the orga valves inthe asta cols, > Report: Spel pe of por also be ce, The vals es of prs eae + tnome Dap ba pt lant aio hb ora ‘constraints, and information about the constraints, ed ae + testy: Poses omen ston sae e skort nal targsnte Etat cl pete Sp aor be cea Ths pat ‘pn nse tt ep cota + Unis: Pv of eta an abi cl wh er ep as ovr ‘re is, ous, Ths eps ogre! oes ethane 12 Click the OK buton. The Jan sheet appears, as shown in Figure 57.at dong te Ske tang as Cortes nto pot et eae eee atc els ate ctr eed fetes ot Seas ster eon uta ny nats site now poe nd decors. The angry as tan aaa te a cose The Wana cn0@ scree te fot ‘in eet 4, Salt Tools > Solver to open the SotverParaetrsdlog box. Ensuro tat the Solver Parameters sppoars wih th stings, as shawn in Figure 5.8, ed 2 ‘Figure 9 Add Constraint Dialog Box ‘The apo avalabie inthe Add Costratdalog box ar: > Call Reeronce: Speciis the coor ange of els whore you want econo the vals. > Constraint: Species aresticton onthe values fhe Call Reference box. Select the relatonstp you vant to add or change such as, <, =, >; Ino Bn betwean fe refers cal andthe ‘const In he Constant box you can emer @nuraer, col orange reterence of rrmua. 15. Using the Cal Roeronce Colapse Dialog buon selec ha oo FB 18. Select > = rlatonsp operate. 17, Enor 65 in he Constant box 18. Chok the OK buton. The Sor Parameters dog box appears, 2s shown in gue §.10,Figure 610 Solver Parameters Disiog Box Afer Aang a Constant 49, lok the Solve buton. 22. Seba rot tom he Rpt box The Aswer Feo eps stew nie 5 ‘gure 5.11 Answer Report 1 ‘We can delete constants hat are no longer requred in aur Sor schon. i To delete constraint 4, Select Tools > Solver to op the Saver Prema dog bo. ‘Sel a constant fom the Subject to Constant st box. 2 ‘Click he Delete buon to delet the selected contrat. 4, Glek the Ciose but. oaarg Oa 5.3 Scenario Manager 52 Soom Magen itt ai etnandncnitcnerbad tv coi a sibitris ‘A warkshet ca te used o conduct whatifanahis on a partculr set of data. Several ipa vas in a worsheet might ctangedeperdng on deren stator, Values tet produce diferent resus canbe sored 4 soanars. The Sonario Manager is hen used to selectively splay the dced values or scanaio In te \wersheet. The Scenario Manager ini the noed have mpl copies of the seme workshoot presenting For example, in Haizons InfoTech the nat slay ofan employee cau as folows: Net Salary = Gross Salary + AcitonalAlowancos ~ (Tax deduction + Provident fund deduction) ‘Due fo increase in soi, tho HR manager wants ori the aden alowances ofthe employees. Riso in ational lowarces wih nea te at salary cho employee, Wt th erase net slay the eporses of the company incase ‘The HR manager was to compare the to sonar, one wh the curant nel salary and another wih nerease In the eceitonal alowance. 53.1 Adding a Seinario Esch group of input values or cerao must be named and stored belo canbe used. Szenaos ae stored th te worshaet. We wil cestotwo sesarcs, on wth he curent deduction rates and ance ih he eed eduction rate. To add a scenar: 4. Open the Enploye Payal Data workbook. 2 Select Tools > Scenarios, The Scenario Manager dalog bx appears, as shown in Figue 6.12. Figure 5:12 Scenario Manager Dialog Box 8dard Most Bal 4 Cick he Ad buton. The Add Scenafo dog box eppears a shown in Figur 5.13. ‘Figure 5:18 Add Scenario Dialog Box ‘4. Ertor a name, Current Net Salary, forthe scenario in the Seanerio name txt bor. Cok he Collapse Dialog buton. The Add Scenario éalog box cokapses. Select the range im EB to 20 Inthe worshoet o spec he range of aso be charged. Enso ‘that the relerence calls do nt conan a forma. +1 Clk agin on he Colape Dialog bution to expand the Ad Scenario og box. The Edt Scenario ‘aog box appears, as shown in Figure 8.14. 8 ‘nag Data (lick OK to ad the scenario. The Scenario Vales dig box appears, as shown in Figure 5.18. ‘Figur 6:15 Scenario Values Dialog Box We nt hare Be sof tanga as, we mar certo at cas sy oe errs wl Gorge aes nt sxe oman eR (ck he Ad buton to open he Add Scenario dog box Err a name, Inereased Wet Salary, forthe scenao In the Scenario name text box Repeat sop 60 8. I Sx aes da xo Senza 222023 00202820080 028) 2 (Cick he OK buton. The Scenario Manager dao box appear, ab shown in Figu 5.16 ‘Figur 516 Scenario Manager After Addlng ScenariosWe cancel he scenarios uslng th Scenao Manager. One the scan splayed, the wekshet will ‘conan th scenario fques and all mus that use these values wil be edusted. To dopay a scenarios Select Tools > Seenaros to open the Scenario Manager dio box. Seloct Inerased Net Salary scenario from Scenarios Ist box. (lick the Show buon. (ick the Close button. The Inreased Net Salary soenario appears, as shown in Figure 6.17 eo = [a0 ‘Figure 8:17 Displaying the Increased Net Salary 5.3 Editing 2 Scenario ‘Once a scenario has been defined, the data values inthe scenafio can be mosid, es needed. To od a soenato: 1. Select Tools > Scenarios to open the Sooario Manager dialog box. 2, Select a scenario from the Scanarios lit box that sto be ected. ‘3. Ck the Eat buton to open the Est Scenarios dialog box. tng Data 4 Edie sonar ifomaton. Cick te OK buton to open the Scenario Vales dag box 5." Edttne vaes of he changing cols and cick the OK bution 6 Clk Close onthe Soanario Manager dialog box. $34 Summaring Scenarios The Scenao Manager too ako incudes a feature tat rates a repo, wich summaze the recut cals that te aflected bya cena, The Summary Report sppeas inthe frm a a summary tabetha placed on raw worksheet ard can be pied. To create @ Soonafo Summary repo | Select Tools > Scenarios to open the Sconario Manager dag to. 2 Clek the Summary bon. The Scenario Summary dog box appear, as shown in Fgue 5.8 Figure 518 Scenario Summary Dialog Box (ck the Colapse Dialog buton. The Scoario Summary dlog box colepoes. Sec the range from G6 to G20 inthe wershest as the resulting cal ‘Gi agen on the Catlapse Dialog buon to espa the Scenario Summary dal bok. (ick he OK bution. The Saerario Summary sheet sppeas, as shown in Figure 519 eo eerang Oa in goss slay, the HR manager wants doen anlss tat wil enable him B bt nana 0 decide the amaunt by which the ‘The HAL manager can wsethe one- vail pu ta tbs salary and four ouput that wil be caluted ar: > Tex Deduction > onl Alowances > Provitent nd deductions > NetSalary he ana The sng put wil be the gross ‘Wie can organize cne-arible put tables in two way: column np oF rw input. To crate a one-vatiblo iput data tbl f gaguesageas uguaueseszae Insert new sheet nthe Employee Paya Data woxkbook and rename i as Data Ans In cos 85: 69 ene the folowing values for various gos sla: 650,700 750,800. ‘Select onl CS Enter the formula B25, to cult he ve f tx ceaucon ‘Select cel 0. Enter the formula =85.15, o calculate the value of acon alowances ‘Sele ol 5. Ent he formula B52, to cause the valve of provident fund deduct ‘Aer eve vas and fers os tate Deta Aral sheet emerson in Fue $535 Delting a Scenario “The scenes that ae no Inger required canbe deleted rom the Sree Manager dialog box To dalete a scene: 1. Sect Tools > Seenaios to open the Soenaro Manager dog box. 12 Salet a scanaio from the Seanaros Ist bor hati tobe det. eee 3. Clck te Delete bution, 4. Click Close on te Scenario Manager dog bx. sa pan he +y oan wis ange fae al dla Tow dle inp aes fete resus ofa om, Using dla Ae antares oa. rere ae 0 yes of aa ties: i > Onelnp Vasile Tate \ > TWworpi Vail Tite ‘le rating a onevarbl pt dala al, we eter leet vas for one vara nso te ofl on i multiple fornia. ero yn wows pts arg wr on gs Sy Fn Ne cay a van oars, Wi 0D ‘ dite gis en ys rar onsenavsce Meo sa 7. Select Data > Table. The Table dog box appees, as shown in Figure 52, Figure 621 Tle Dialog box {& the Column input Cal bo, ener 85. Because tis i @ one input be, leave the Row Input Call box bank Gite OK buton. The Data Aras shst apse, as town in Fe 5:22, ‘Figure 22 One-Variable put DataTable In tis example, wo ar using tho con np ‘542 Creating Two-Variable DataTable ‘Wh coating 2 tre-safable input cata tbl, wo el deen values for wo vals and se the efloc on fora con a St compu, ys ay acannon toy cu x weve tp ane woven ed a vcr tN wes ed voy ow ore. gmt cian in cy eye ar! vc teste en Orton imac op ly. cor nanos wa pans ly ade oer oi ty eayang Dla Tp crate a two-variable input dt table: 4. Select he Data Anais sheet. ‘nos B16821, ener theres for adtona aflowarce: 155, 14,135, and 12.5 Incas CI77, eter te vas fo gross slay: 650,700,750, ara 800 viene te ao casi et sty B4sB1¢ 5 (8162)614025, Ts kinda wi cle tenet salty rung the vas cf tax dedcion and pov tnd cca Select cls B16FOn ‘Select Data > Tale to open the Table dog box Inthe Row Input Cell tox, enter B14, 'n the Coun put Cel bx, ener B18, ick ne OK but The Data Anais soo appens, a sown n Figure 523 Pie rece 1.04 708 1308770 2508 Ted\) ovances Meret Exot This page hasbeen Inertia lt bank | ‘Testes aivn in te session are dete, comprahensve and carey ought rough. This has been done 0 tal he lating cbjecbes are met and the understanding ofthe toa is compile. Peas flow the seps cay Part» For the frst 3 Hours Using the Goal Seek Too! (Goal Seeks «power anal too that enables the user toads valu ina fomula inorder to voach a ested result or answer Th Goal Sak oo can elmira unnecessary calulatons ard can save tine,ji Dla Using the Solver Tool he Uso Gel Saket pat ou on har he ef eT Sve rate \stncaoe e a of nro a t pinet an en rere et loa ere ae : i [eee ese: a ‘SoWver Parameters dialog box appears, a8 shown in Figure 64. \ rx Mon est tn NewTech Systm, the oth slay of the englayes is clostod as felons: Not Salary = Gross Salary + Aditonal Alowances ~ (Tax deducon + Proven ind deducor) “Te vas of re detns are acute a: tax deduction 12% of gross salary and provident find deduction 1 {fe fos Slay, The aes ofthe deducons are acorng to he Alonance is cledted by the company and vanes every month. Forexapl,monholJarwar the HR dparent vars ose ent say othe areoyee wih he Ero ERor tyes, The HR deparment can change the amount of akional alowances. The HA. department can tse the Gol Seek to 1 Kw the value of atonal alowence. "Ck te Sete ton ate specthng Glee Ste buen afte speching he tpt cal. The Sor Rats do box agen,Figure 86 Using the Solver Took ‘Adding a Constraint We used ne Saver too witout add constants. Contains ae lian spected while sing the Sober {oo We can aply cosas to changing cl, th target cel, or othe ces at are cect or ndrecty read tothe target cel. “The Sole solfon without ay constr esti lw proven fnd deducons, The company has cen limit or he tx deduction. The HR saparment can add constant to meintan the fit of ax deducon Figure 87 Solver Parameters After Setting the Options ua c — Figure 8 Add Constraint Dialog Box‘Figure 6.10 Answer Report 1 Constraint We can delete consis fat aro no lngor required in our Sor souton. Fre 611 Scar Manage ig Box‘Figure 3.14 Scenario Values Dialog Box Wo wi ot charge ho values ofthe changing casas we want a sceavio that corns the cuertetonal _alowances ofthe employees, We wil change the values inthe second scenario. ona ane ‘Figure 615 Scenario Manager After Adding Scenarios\ Adverced Miso Excel | Displaying Scenarios ‘Wie can display he scenafos using the Scenaro Manager. One the sera dslayed, te worksheet wil | Cian the scenario fous and al formas that use tese vas wil te asd. Yo deplay a cenaros | ‘Figure 6.16 Increased Addtonal Allowance Scenario F ‘Summarizing Scenarios E “The Scorrio Manager ool ls ndudes fete hat creates a repo, which sunmarizs the estos that | —-_ TSS ebrara Te Sunmay Rot opin em a tay ats pedo a ue 618 Sao Summary ‘new worksheet and can be printed. Deleting a Scenario 4 To cxate a Somaro Summary repo: ‘The scones tat ae no longer required can be deéted from the Sceraro Manager dog box. LS Sees aavrond neal Ex Creating One-Variable Input Data Table Creating One-Veriable Input Data Table ‘data able arango of lsat splay how cee put valves ect te rsuts of afomala. While retin ‘one-variabe rp data table, we ef diferent values fone vaiabe an se the tect on muti formulas, For example, n NewTech Systems due fo increase in profs the HR departments wants fo increase he ross ‘lary fhe eloyees. crease n gross slay wilt he vues of deductions and acon which are wed to caalte he net slr. Ines inet slay acts te expenses. Hence, before desing te ise in ross ‘alan, the HR department warts do an ana that wl enable im to dai he amount by which the ross salary stold be ried. “The HR department can we the che-aiable ist data tables to do he ana. The srg Inout wl be the goss salary and fur outs tat wil be cloud are: % Tax Dedheton: 12% of Gross Salary > tonal Alonancos : 11% of Gos Salary > Prvitent fund deductions: 18% of Gross Salary > NetSalany ‘o crete onewafabe input data table: ‘Aer entofng the values and forndas ensure hat the Dsta Analysis sheet appears as shawn in Figure 6.19.Creting a Two-Variable Data Table “Tne one-variable input able tha we created had only one rgut viable, gross salary. We can make this analysis Bectve by creating a wo-aribe input data tate. In two-varbl int at tbl, wo can input two values and ave ony one formula ‘As the goverment decdes the deduction rls, te company can enly vay the addon alwance a ‘naive the changes inthe ne sal, Currey, the actonel alwance ls at 11% of rose salary. Wo wi now ‘ral a daa ttle wher there are wo inputs: goss salary end adtonsl allowance rate, and on genera pat et salary. “To crate a wo-varibl int data table:arco Mesh Bl ee i) Ho ase ine ware cu esi ona cc is Buse Lem Ct itso baz bas bas ban 10 108 Mazes Macros and Custom Controls roa provides us wth too called Maco that hes to automat tasks suchas formating of cls and eng ‘8 worahoo tal are repeatedly pefomed, We can record a seres of commands ina macro to eccompish & task and then run tht maco whorever wo want open to sare task apain and agin We can also crete conmand bits to un a macro. In this caper we wlleam fo ete and nun a macro. pide ee ‘Amacro isa set of sonmands and functions ha regrouped together A macro is used to oma a sees of commands that we epee perm to accomplish a task. We can un these mactes whenever we want to perm the tsk. For example, we can create a mac fo format a range foals based onthe conton, 71_Using Macros Excel provides two nays o create a maco: > Using the Maro Recorder: In ihis method, we tun on rcasng, pom all the commands thet reed {0 be audonaed to eccomplsh a tsk, and sop the recnrdng > Using the Visual Basic Eftor: In his motos, we wit the cod operate commands tat ned {oe automa to accomplish a askin the Visual Base Estr In Exe, wo nomalycroato a mae using the macro rear While recording a macro, Excel sores all the ‘tops tat we perfom to accomplish a task We can hen run hs mace wherever we want orped ask ‘Amar can be un by seeing fom asin the Macros dialog box. Amaro cn alo be assigned to toler buon ora shout. We can copy @ maco to another document or tpl, We can also change the name of a macco and also obo @ mavo. 108