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Microsoft® Excel 2013
Lesson 9
Using What-If Analysis Toolspage 366
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Objectives
2
• Monitor workbook security.1• Create a scenario.2• Set conditional formatting.3• Manage scenarios.4• Forecast with a trendline.5• Use Goal Seek.6• Use Solver.7• Use the Research tool.8• Work with the Info pane.9
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Objective 1
Monitoring Workbook Security
3
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Monitoring Workbook Security An Excel macro performs a task in a
workbook such as inserting or formatting data.
A macro is a Visual Basic routine saved in a macro-enabled workbook.
A macro-enabled workbook has
an .xlsm file name extension.
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Monitoring Workbook SecurityThe Trust Center in the Excel Options dialog box has options for how macro-enabled workbooks are opened.
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Monitoring Workbook Security
You must enable macros in order to use them.
An Excel workbook may be Marked As Final by its author.
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Monitoring Workbook SecurityA macro-enabled workbook can be saved as a regular Excel workbook.
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Objective 2
Creating a Scenario
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Creating a Scenario A scenario is a set of values for a
specific range of cells, saved with the workbook.
Scenarios are what-if analysis tools. You can save many scenarios for a
particular range of cells. One scenario at a time is visible on
screen.
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The Add Scenario Dialog BoxScenarios are named. The changing cells range can use cell addresses or a range name.
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Changing Scenario ValuesChanging cell values use General format in the dialog box but show the applied format in the worksheet.
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Objective 3
Setting Conditional Formatting
12
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Setting Conditional Formatting A color scale is conditional
formatting that uses gradation of color in a cell range to illustrate high, middle, andlow values.
Color scales are data visualization commands.
A color scale can be edited like any conditional formatting rule.
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Setting Conditional FormattingSelect the cell range and choose the color scale.
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Setting Conditional FormattingYou can create your own conditionalformatting rule.
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Objective 4
Managing Scenarios
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Managing Scenarios
Edited to include different values Displayed in the worksheet Listed in a scenario summary
report
Saved scenarios in an Excel workbook can be:
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Managing Scenarios
Choose the scenario name and click Show to display the scenario’s values in the worksheet.
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Creating a Scenario Summary Report
A scenario summary report lists result and changing cells with their values for all scenarios in the workbook.
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Creating a Scenario Summary Report
A scenario summary report is formatted as an outline. This outline has two levels and can be collapsed or expanded as needed.
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Objective 5
Forecasting with a Trendline
21
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Forecasting with a Trendline A trendline is a line in an Excel
chart that predicts general directions in values.
Trendlines are well-suited to column, line, area, or scatter charts.
Trendlines can project values forward or backward.
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Forecasting with a Trendline
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Forecasting with a TrendlineA trendline can be formatted to set the type of line, the line color and style, and the number of forecast periods.
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Objective 6
Using Goal Seek
25
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Using Goal Seek
Goal Seek backsolves or resets one cell value to reach a desired result in another cell.
You can save the Goal Seek solution as a scenario.
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Objective 7
Using Solver
27
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Using Solver Solver backsolves the value for a
cellwith a formula.
Solver is used in optimization modeling, a process of finding the most desirable results for a formula.
Solver is an Excel add-in, a feature or command that supplies some type of enhanced capability.
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Using Solver
An objective formula that you want to result in a particular value.
Variable cells that relate to the objective. Values in these cells are changed to produce the desired result.
Limitations, or constraints, placed on the objective, on the variable cells, or on other cells related to the objective.
A Solver problem has these components:
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Using Solver
The value in cell G15 will be changed to 1,000,000 by adjusting the values in cells C7:F7.
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Using Solver with Constraints
Constraints are added to the problem one at a time.
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Objective 8
Using the Research Tool
32
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Using the Research Tool
The Research task pane includes tools that help you insert data from an outside source into a worksheet.
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Using the Research Tool
A Thesaurus helps you find an alternative word with the same meaning as a selected word in the worksheet.
Translation tools help you locate words in another language for selected labels in a worksheet.
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Using the Research Tool
Your research tools may include a dictionary for checking definitions.
Your research tools may include an online encyclopedia for general research or fact-finding.
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Using the Research Tool
The label in cell A4 has been checked. The alternative word will be inserted in cell B4.
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Using the Research Tool
The label in cell B4 has been checked. The French phrase is keyed.
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Inserting Symbols
Show accented characters or other special symbols when needed. The Symbols command is on the Insert command tab in the Ribbon.
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Objective 9
Working with the Info Pane
39
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Working with the Info PaneFrom the Properties arrow in Backstage view, you can display the Document Information Panel.
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Working with the Info PaneAll document properties are available from the Properties dialog box. A thumbnail is a tiny image of the worksheet.
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Summary
Excel macros are recorded programming routines that run a task.
Security settings can be set to disable macros as a measure against malware.
Mark as Final is a command that protects a workbook from editing.
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Summary
What-if analysis tests and displays values in a worksheet to predict future results.
What-if analysis tools include scenarios, Goal Seek, and Solver.
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Summary
A scenario is a set of values for specific cells, saved with a name in the workbook.
You can add multiple scenarios to a workbook.
Scenarios can be edited, displayed, or deleted.
A scenario summary report is an outline with details about each scenario in the workbook.
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Summary
Color scales are conditional formatting for cells that fills each cell with a color variation based on its value.
Highlight cells rules use comparison and relational operators.
Multiple conditional formatting rules can be set for a range of cells.
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Summary
A trendline illustrates and predicts general tendencies of values in a chart.
In backsolving, you specify the desired results of a formula and adjust values to reach those results.
Goal Seek adjusts a single cell value to reach a desired outcome in a formula.
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Summary
Solver is a sophisticated what-if analysis tool, capable of optimization modeling.
Solver uses an objective cell, adjustable cells, and constraints or limitations on the objective or adjustable cells.
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Summary
Research tools in Excel include a thesaurus and translation dictionaries.
The Thesaurus lists alternative words for a selected label.
Translation tools find words in another language for a selected label.
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Summary
Document properties are metadata that are saved with the workbook.
Some metadata is automatically maintained.
Editable document properties include an optional thumbnail preview that is visible in Backstage view and in several dialog boxes.
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