1 / 68

Excel Chapter 8

Excel Chapter 8. Formula Auditing, Data Validation, and Complex Problem Solving. Objectives. Use formula auditing techniques to analyze a worksheet Trace precedents and dependents Add data validation rules to cells Use trial and error to solve a problem on a worksheet

cathy
Télécharger la présentation

Excel Chapter 8

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Excel Chapter 8 Formula Auditing, Data Validation, and Complex Problem Solving

  2. Objectives • Use formula auditing techniques to analyze a worksheet • Trace precedents and dependents • Add data validation rules to cells • Use trial and error to solve a problem on a worksheet • Use goal seeking to solve a problem • Circle invalid data on a worksheet Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  3. Objectives • Use Excel’s Solver to solve a complex problem • Password-protect a workbook file • Use Excel’s Scenario Manager to record and save different sets of what-if assumptions • Create a Scenario Summary of scenarios • Create a Scenario PivotTable • Save a workbook for use in a previous version of Excel Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  4. Plan Ahead • 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 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  5. Starting Excel and Opening a Workbook • Start Excel • Open the file Perfected Packaging from the Data Files for Students and then save the workbook using the file name, Perfected Packaging2 • If the Excel window is not maximized, double-click its title bar to maximize it • If the worksheet window in Excel is not maximized, click the Maximize button next to the Close button on its title bar to maximize the worksheet within Excel Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  6. Starting Excel and Opening a Workbook Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  7. Tracing Precedents • Click the Formulas tab on the Ribbon • Click cell E13 and then click the Trace Precedents button on the Ribbon to draw an arrow across the range B13:E13 • Click the TracePrecedents button two more times to draw arrows indicating precedents of cells B13:D13 and the precedents of B12:D12 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  8. Tracing Precedents Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  9. Removing the Precedent Arrows • Click the Remove All Arrows button arrow to display the Remove All Arrows menu and then point to the Remove Precedent Arrows command on the Remove All Arrows menu • Click Remove Precedent Arrows to remove precedent arrows from the range B4:D12 • Repeat Steps 1 and 2 to remove the remaining precedent arrows from the range B13:D13 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  10. Removing the Precedent Arrows Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  11. Tracing Dependents • Click cell B8 and then click the Trace Dependents button on the Ribbon to draw arrows to dependent cells E8 and B12 • Click the Trace Dependents button two more times to draw arrows indicating the remaining dependents of cell B8 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  12. Tracing Dependents Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  13. Removing the Dependent Arrows • Click the Remove All Arrows button on the Ribbon to remove all of the dependent arrows Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  14. Adding Data Validation to Cells • Select the range B8:B10 • While holding down the CTRL key, select the range C8:C9 • While holding down the CTRL key, select the cell D8 • Click the Data tab on the Ribbon • Click the Data Validation button on the Ribbon to display the Data Validation dialog box Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  15. Adding Data Validation to Cells • When Excel displays the Data Validation dialog box, click the Allow box arrow and then click Whole number in the Allow list • Click the Data box arrow and then click ‘greater than or equal to’ in the Data list • Type 0 in the Minimum box • Click the Input Message tab and then type Bags to Fill in the Title text box • Type Enter the number of bags to fill on the machine. The number must be a whole number that is greater than or equal to zero. in the Input message box Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  16. Adding Data Validation to Cells • Click the Error Alert tab and then type Input Error in the Title text box • Type You must enter a whole number that is greater than or equal to zero. in the Error message box • Click the OK button • Click cell E21 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  17. Adding Data Validation to Cells Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  18. Opening the Watch Window and Adding Cells Watches • Click the Formulas tab on the Ribbon • Click the Watch Window button on the Ribbon to open the Watch Window • Click the Add Watch button on the Watch Window toolbar to display the Add Watch dialog box • If necessary, move the Add Watch dialog box so that rows 8 through 10 of column E are not hidden • Select the range E8:E10 • Hold down the CTRL key and then click cell E13 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  19. Opening the Watch Window and Adding Cells Watches • Click the Add button in the Add Watch dialog box • If necessary, expand the Name column to view the cell names in the third column and information about the four watched cells Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  20. Opening the Watch Window and Adding Cells Watches Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  21. Using Trial and Error to Attempt to Solve a Complex Problem • If necessary, resize the Watch Window so that only the cell watches appear • Click cell B8 and type 82.5 as the number of retail-sized bags to fill on Machine 1 and then press the ENTER key • Click the Retry button • Type 700 as the number of retail sized bags to fill on Machine 1 in cell B9 • Click cell B10 and type 95 as the number of industrial- sized bags to fill on Machine 1 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  22. Using Trial and Error to Attempt to Solve a Complex Problem • Click cell D8 and type 1500 as the number of consumer-sized bags to fill on Machine 3 and then press the ENTER key to display the new values and update the totals in the range B12:D13 and column E • Click cell B8 and type 1500 as the number of consumer sized bags to fill on Machine 1 • Click cell D8, type 0 as the number of consumer-sized bags to fill on Machine 3, and then press the ENTER key. Select cell E19 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  23. Using Trial and Error to Attempt to Solve a Complex Problem Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  24. Using the Goal Seek Command to Attempt to Solve a Complex Problem • Click the Data tab on the Ribbon and then click the What- If Analysis button on the Ribbon to display the What-If Analysis menu • Click Goal Seek to display the Goal Seek dialog box • Type $B$12 in the Set cell text box • Click the To value text box • Type 120 and then click the ‘By changing cell’ text box Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  25. Using the Goal Seek Command to Attempt to Solve a Complex Problem • Click cell B9 on the worksheet • If necessary, move the Goal Seek dialog box • Click the OK button to seek the goal of 120 minutes in cell B12 • Click the OK button to close the Goal Seek Status dialog-box and display the updated worksheet. • Click cell E19 to deselect cell B12 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  26. Using the Goal Seek Command to Attempt to Solve a Complex Problem Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  27. Circling Invalid Data and Clearing Validation Circles • Click the Data Validation button arrow on the Ribbon to display the Data Validation menu • Click Circle Invalid Data on the Data Validation menu to place a red validation circle around cell B9 • Click the Data Validation button arrow on the Ribbon to display the Data Validation menu • Click Clear Validation Circles on the Data Validation menu to clear the red validation circles • If necessary, select cell E19 • Click the Close button on the Watch Window title bar to close the Watch Window Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  28. Circling Invalid Data and Clearing Validation Circles Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  29. Using Solver to Find the Optimal Solution to a Complex Problem • If necessary, click the Data tab on the Ribbon • Click the Solver button on the Ribbon to display the Solver Parameters dialog box • When Excel displays the Solver Parameters dialog box, click cell E13 to set the target cell to the name of cell E13, Total_Cost • Click Min in the Equal To area • Click the • Collapse Dialog button in the By Changing Cells area to minimize the Solver Parameters dialog box Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  30. Using Solver to Find the Optimal Solution to a Complex Problem • Click the By Changing Cells box and then select the range B8:B10 • Hold down the CTRL key and then select the ranges C8:C9 and D8 • Click the Expand Dialog button on the right side of the minimized Solver Parameters dialog box to maximize it • Click the Add button to display the Add Constraint dialog box • If necessary, move the Add Constraint dialog box so that the range B8:B10 is visible • Select the range B8:B10 to set the value of the Cell Reference box Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  31. Using Solver to Find the Optimal Solution to a Complex Problem • Click the middle box arrow and then select >= in the list • Type 0 in the Constraint box to set the constraint on the cells in the range B8:B10 to be greater than or equal to 0 • Click the Add button • Select the range B8:B10 to set the value of the Cell Reference box • Click the middle box arrow and then select int in the list to set a constraint on the cells in the range B8:B10 to be assigned only integer values Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  32. Using Solver to Find the Optimal Solution to a Complex Problem • Click the Add button • Click cell E8 to set the value of the Cell Reference box • Click the middle box arrow and then select >= in the list • Click the Constraint box and then click cell B17 to add a constraint to cell E8 indicating that its value must be greater than or equal to the value in cell B17 • Click the Add button Enter the remaining constraints shown in Table 8–2 on page EX 651, beginning with the constraints for the range C8:C9 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  33. Using Solver to Find the Optimal Solution to a Complex Problem • When finished with the final constraint, click the OK button in the Add Constraint dialog box to close it • Click the Options button. • When Excel displays the Solver Options dialog box, click Assume Linear Model • Click the OK button • Click the Solve button in the Solver Parameters dialog box to display the Solver Results dialog box, indicating that Solver found a solution to the problem • Click Answer in the Reports list • Click the OK button to display the values found by Solver and the newly recalculated totals Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  34. Using Solver to Find the Optimal Solution to a Complex Problem Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  35. Viewing the Solver Answer Report for Order 1 • Click the Answer Report 1 tab at the bottom of the Excel window to display the Solver Answer Report • Drag the Answer Report 1 tab to the right of the Order Optimization tab • Double-click the Answer Report 1 tab and type Optimal Schedule Answer Report1 as the worksheet name • Click cell A1. Right-click the Optimal Schedule Answer Report1 tab and then point to Tab Color on the shortcut menu • Click Dark Teal, Text 2 (column 4, row 1) • Scroll down to view the remaining cells of the Answer Report Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  36. Viewing the Solver Answer Report for Order 1 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  37. Saving the Workbook with Passwords • Click the Order Optimization tab at the bottom of the window • Click the Office Button and then click Save As • Click the Tools button in the Save As dialog box • Click General Options on the Tools menu to display the General Options dialog box • Type mincost in the ‘Password to open’ text box • Type mincostin the ‘Password to modify’ text box Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  38. Saving the Workbook with Passwords • Click the OK button • When Excel displays the Confirm Password dialog box, type mincost in the ‘Reenter password to proceed’ text box • Click the OK button • When Excel displays the Confirm Password dialog box, type mincost in the ‘Reenter password to modify’ text box • Click the OK button • Click the Save button in the Save As dialog box to save the file to the UDISK 2.0 (E:) drive with the file name, Perfected Packaging2. If the Microsoft Office Excel dialog box appears, click the OK button to close it Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  39. Saving the Workbook with Passwords Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  40. Saving the Current Data as a Scenario • With the Data tab active, click the What-If Analysis button on the Ribbon • Click Scenario Manager on the What-If Analysis menu to display the Scenario Manager dialog box, which indicates that no scenarios are defined • Click the Add button • When Excel displays the Add Scenario dialog box, type Order 1 in the Scenario name text box • Click the Collapse Dialog button Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  41. Saving the Current Data as a Scenario • When Excel displays the Add Scenario - Changing cells dialog box, select the range B8:B10, hold down the CTRL key, and then select the ranges C8:C9, D8, and B16:B19 • Release the CTRL key to display a marquee around the selected cells and assign the cells to the Changing cells text box • Click the Expand Dialog button to change the Add Scenario dialog box to the Edit Scenario dialog box • Click the OK button • Click the OK button to display the Order 1 scenario in the scenarios list • Click the Close button in the Scenario Manager dialog box Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  42. Saving the Current Data as a Scenario Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  43. Adding the Data for a New Scenario • Click cell B16 and type 200 as the maximum minutes for the order • Click cell B17 and type 1400 as the number of consumer-sized bags • Click cell B18 and type 1600 as the number of retail-sized bags • Click cell B19, type 300 as the number of industrial-sized bags, and then click cell E19 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  44. Adding the Data for a New Scenario Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  45. Using Solver to Find a New Solution • Click the Solver button on the Data tab on the Ribbon to display the Solver Parameters dialog box with the target cell, changing cells, and constraints used with Order 1 • Click the Solve button to solve the problem using Solver • Click Answer in the Reports list • Click the OK button to display the values found by Solver Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  46. Using Solver to Find a New Solution Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  47. Viewing the Solver Answer Report for Order 2 • Click the Answer Report 1 tab at the bottom of the Excel window • Drag the Answer Report 1 tab to the right of the Optimal Schedule Answer Report1 tab • Double-click the Answer Report 1 tab and type Optimal Schedule Answer Report2 as the worksheet name • Click cell A1 • Right-click the Optimal Schedule Answer Report2 tab and then point to Tab Color on the shortcut menu • Click Bright Green, Accent 4 (column 8, row 1) • Scroll down to view the remaining cells of the Order 2 Answer Report Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  48. Viewing the Solver Answer Report for Order 2 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  49. Saving the Second Solver Solution as a Scenario • Click the Order Optimization tab at the bottom of the window • Click the What-If Analysis button on the Ribbon • Click Scenario Manager on the What-If Analysis menu to display the Scenario Manager dialog box • Click the Add button • Type Order 2 in the Scenario name text box Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  50. Saving the Second Solver Solution as a Scenario • Click the OK button to display the Scenario Values dialog box with the current values from the worksheet • Click the OK button to display Order 2 along with Order 1 in the Scenarios list • Click the Close button Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

More Related