Advanced Microsoft Excel: Part 1

RUBRIC Each step to complete is considered a single item, even if it is part of a larger string of steps.

Calculate a Car Payment

Start Microsoft Excel and type the following labels: In Cell A1 type: Present Value In Cell A2 type: Interest In Cell A3 type: Months In Cell A4 type: Payment Select Column A and format the labels bold Add the following information and format the cells Select Cell B1 and format for Currency In Cell B1 type: 20,000 In Cell B2 type: 6.5 In Cell B3 type: 48 Select Cell B2 and format for Percent: increase or decrease the decimal places if needed
A Present Value Interest Months Payment B $20,000 6.5% 48 C D

1 2 3 4

Insert Functions Select Cell B4 and use the Function tool to calculate the PMT The Rate (Cell B4) is divided by 12 to get a monthly payment Your equation should look like this: =PMT(B2/12,B3,B1) The payment is a negative number Use Goal Seek What would you meet the goal of a paying $350.00 for 60 months? Save the spreadsheet and name it: Excel Advanced Part 1

Advanced Microsoft Excel: Part 2

Objectives: The Learner will be able to: 1. Copy a spreadsheet at least 75% of the time 2. AutoFill a Series with the Autofill command at least 75% of the time 3. Add data to a Summary sheet using Reference links at least 75% of the time 4. Understand Relative and Absolute references

Use Cell References

Open the sample Excel spreadsheet, Legs, Eggs, and Pigs in a Basket When prompted, SAVE to your Documents folder
Initial Increment Date February 17, 2003 February 18, 2003 February 19, 2003 February 20, 2003 Product Eggs Eggs Eggs Eggs 100 15 Net $ $ $ $ Quantity Revenue 100 $ 150.00 115 $ 172.50 130 $ 195.00 145 $ 217.50

1.50 1.50 1.50 1.50

Add Another Product Copy the Eggs spreadsheet Rename the copied spreadsheet: Fruit Change the Product from Eggs to Fruit Baskets Edit the Data Change the Net: $2.25 Change the Initial: 50 Edit the Increment : 5 Update the Summary Sheet Add the Fruit Basket data to the equations in the Summary Sheet in Cell C3 would be: =Eggs!E6+Legs!E3+Pigs!E3+Fruit!E3 Try It! Test your equations. Do they work? Save the spreadsheet and name it: Excel Advanced Part 2

Advanced Microsoft Excel: Part 3

Objectives: The Learner will be able to: 1. Use absolute and relative references at least 75% of the time 2. Explain the difference between absolute and relative references 3. Enter data and equations into an Excel Spreadsheet 4. Check the Formula with the Trace Precedents command at least 75% of the time 5. Use What-If Scenarios at least 75% of the time 6. Use Goal Seeking at least 75% of the time

Work with Goal Seek and What If

Open the sample Excel spreadsheet, Legs, Eggs, and Pigs in a Basket When prompted, SAVE to your Documents folder Edit the Data Go to the "Eggs" spreadsheet Type the Initial data: 100 (the same value should be the first value under Quantity) Type the Increment: 5 Create an equation that adds the initial sales plus the previous day's sale, plus the increment. Hint: You can use a relative reference for the first value under Quantity, but you need absolute references for the remainder of the formulas. The equation in cell D7 should be =D6+$B$3 Fill the formula in column D Test your Spreadsheet Change the Initial to 200. Do your subtotals change? Change the Increment to 20. Do your subtotals change? Formula Auditing Go to the Eggs spreadsheet and select Cell E25 Check the formula with Trace Precedents Working with Scenarios Create a What-If scenario for the Best Case where the Initial value in Cell B2 is 200. Create What-If scenario for Worst Case where the Initial value in Cell B2 is 50. Create a What-If scenario for the Expected Case where the Initial value in Cell B2 is 100. Working with Goal Seek Apply Goal Seeking to Cell E25 What are the changes to the Initial and the Increment if the goal for Cell E25 is $5000? Save the spreadsheet and name it: Excel Advanced Part 3

Advanced Microsoft Excel: Part 4

Objectives: The Learner will be able to: 1. Copy worksheets 2. Use AutoFilter and display select filtered data at least 75% of the time 3. Use Subtotal Function at least 75% of the time 4. Group and Outline at least 75% of the time 5. Create a PivotTable at least 75% of the time

Use the Data Tools

Open the sample Excel spreadsheet, Sales When prompted, SAVE to your Documents folder Filter the data Make a COPY of the original data worksheet and rename it: Sales Filtered. Select the first row with the labels and go to Data ->Filter Filter the Category: Educational Filter the Class: Excel Subtotal the data Make another Copy of the Original Data worksheet and rename it: Subtotal by Rep Select the entire spreadsheet and Go to Data-> Sort Sort by Sales Rep Select the entire spreadsheet and Go to Data-> Subtotal Select Sales Rep for the first group Sum for the Function Add the Sum to the Amount for each Sales Rep Use the Subtotal Outline Make another Copy of the Original Data worksheet and rename it: Subtotal by Month Select the entire spreadsheet and Go to Data-> Sort Sort by Month Select the entire spreadsheet and Go to Data-> Subtotal Select Month for the first group Sum for the Function Add the Sum to the Amount for each Month Create a Pivot Table Make another Copy of the Original Data worksheet and rename it: Pivot by Month Select the entire spreadsheet and Go to Insert-> PivotTable Use the Month Field in the Columns Use the Category Field in the Rows Use the Amount for the Data Change the Values from Count to Sum Save the spreadsheet and name it: Excel Advanced Part 4

Advanced Microsoft Excel: Part 5

Objectives: The Learner will be able to: 1. Enter and format labels and data at least 75% of the time 2. Use Subtotal Function at least 75% of the time 3. Group and Outline at least 75% of the time 4. Insert a VLookup reference at least 75% of the time 5. Refer to a Lookup Array at least 75% of the time

Create a Sales spreadsheet

Open a new worksheet and rename it Bonus Add the following labels across Row 1: Add the names of the sales reps in Column A: Alex, Connie, Elizabeth, and Niki. Add the following sales data in Column B. Format Column D for currency and Column E for percent Add the following data:
A 1 Reps 2 3 4 5 6 Alex Connie Elizabeth Niki Deeter B Sales $ 3,500.00 $ 8,310.00 $ 8,170.00 $13,560.00 $ 3,500.00 C Bonus Percent D Goal $2,500 $5,000 $7,500 $10,000 E Percent 5% 10% 15% 20% F Bonus Check

Name the Range: Select cell D1 through E5 and use the Name Box to name the range: Sales Calculate the Bonus Percent with the Sales Lookup table Select cell C2 and go to Formulas-> Insert Function From the category list, choose Lookup and Reference, find VLookup The first argument asks: "Where is the data?" The sales data for Alex is Cell B2. The second argument asks: "Where is the look up table? For the range, type the name "Sales" (or use the red, white and blue Find button to go to the spreadsheet to select the cells D1 through E5) The third argument asks: Where are the answers? In our two column Sales table, the correct percents are located in Column 2. Calculate the Bonus Check Now all of the pieces are in place to figure out how much bonus the sales reps receive. Select Cell F2 and enter the following equation =B2*C2

Save the spreadsheet and name it: Excel Advanced Part 5