Office 2003 Advanced Concepts and Techniques M i c r o s o f t
Excel Project 4 Financial Functions, Data Tables, Amortization
Schedules, and Hyperlinks Slide 2 Excel Project 4: Financial
Functions, Data Tables, Amortization Schedules, and Hyperlinks 2
Objectives Control the color and thickness of outlines and borders
Assign a name to a cell and refer to the cell in a formula using
the assigned name Determine the monthly payment of a loan using the
financial function PMT Use the financial functions PV (present
value) and FV (future value) Create a data table to analyze data in
a worksheet Slide 3 Excel Project 4: Financial Functions, Data
Tables, Amortization Schedules, and Hyperlinks 3 Objectives Add a
pointer to a data table Create an amortization schedule Analyze
worksheet data by changing values Add a hyperlink to a worksheet
element Use names and the Set Print Area command to print
selections of a worksheet Slide 4 Excel Project 4: Financial
Functions, Data Tables, Amortization Schedules, and Hyperlinks 4
Objectives Set print options Protect and unprotect cells in a
worksheet Use the formula checking features of Excel Hide and
unhide cell gridlines, rows, columns, sheets, and wokbooks Slide 5
Excel Project 4: Financial Functions, Data Tables, Amortization
Schedules, and Hyperlinks 5 Starting and Customizing Excel Start
Microsoft Office Excel 2003 and create a new worksheet using the
instructions on pages EX 245 through EX 247 Slide 6 Excel Project
4: Financial Functions, Data Tables, Amortization Schedules, and
Hyperlinks 6 Slide 7 7 Adding Custom Borders Select the range B2:E6
and then right-click Click Format Cells on the shortcut menu When
Excel displays the Format Cells dialog box, click the Border tab
Click the Color box arrow, click Blue on the Color palette, and
then click the medium line style in the Style box Click the Outline
button in the Presets area Slide 8 Excel Project 4: Financial
Functions, Data Tables, Amortization Schedules, and Hyperlinks 8
Adding Custom Borders Click the Color box arrow and then click
Automatic on the Color palette Click the light border in the Style
box and then click the Vertical Line button in the Border area
Click the Patterns tab and then click Tan on the Color palette
Click the OK button and then select cell B8 to deselect the range
B2:E6 Slide 9 Excel Project 4: Financial Functions, Data Tables,
Amortization Schedules, and Hyperlinks 9 Adding Custom Borders
Slide 10 Excel Project 4: Financial Functions, Data Tables,
Amortization Schedules, and Hyperlinks 10 Creating Names Based on
Row Titles Select the range B4:C6 Click Insert on the menu bar and
then point to Name on the Insert menu Click Create on the Name
submenu Click the OK button Slide 11 Excel Project 4: Financial
Functions, Data Tables, Amortization Schedules, and Hyperlinks 11
Creating Names Based on Row Titles Select the range D2:E6, click
Insert on the menu bar, and then point to Name on the Insert menu
Click Create on the Name submenu and then click the OK button in
the Create Names dialog box Select cell B8 to deselect the range
D2:E6 and then click the Name box arrow in the formula bar to view
the names created Slide 12 Excel Project 4: Financial Functions,
Data Tables, Amortization Schedules, and Hyperlinks 12 Creating
Names Based on Row Titles Slide 13 Excel Project 4: Financial
Functions, Data Tables, Amortization Schedules, and Hyperlinks 13
Entering the Loan Amount Formula Using Names Select cell C6 Type =
(equal sign), click cell C4, type - (minus sign), and then click
cell C5 Click the Enter box Slide 14 Excel Project 4: Financial
Functions, Data Tables, Amortization Schedules, and Hyperlinks 14
Entering the PMT Function Select cell E4. Type -pmt(rate / 12, 12 *
years, loan_amt as the function Click the Enter box in the formula
bar Slide 15 Excel Project 4: Financial Functions, Data Tables,
Amortization Schedules, and Hyperlinks 15 Financial Functions Slide
16 Excel Project 4: Financial Functions, Data Tables, Amortization
Schedules, and Hyperlinks 16 Defining a Range as a Data Table Use
the instructions on pages EX 258 through EX 260 to enter the values
and formulas to be used in the data table Select the range B9:E20
Click Data on the menu bar Slide 17 Excel Project 4: Financial
Functions, Data Tables, Amortization Schedules, and Hyperlinks 17
Defining a Range as a Data Table Click Table on the Data menu When
Excel displays the Table dialog box, click the Column input cell
box, and then click cell E2 in the Loan Payment Calculator section
Click the OK button Slide 18 Excel Project 4: Financial Functions,
Data Tables, Amortization Schedules, and Hyperlinks 18 Defining a
Range as a Data Table Slide 19 Excel Project 4: Financial
Functions, Data Tables, Amortization Schedules, and Hyperlinks 19
Adding a Pointer to the Data Table Select the range B10:B20 Click
Format on the menu bar Click Conditional Formatting on the Format
menu When Excel displays the Conditional Formatting dialog box, if
necessary, click the Cell Value Is in the left list and then click
equal to in the middle list Slide 20 Excel Project 4: Financial
Functions, Data Tables, Amortization Schedules, and Hyperlinks 20
Adding a Pointer to the Data Table Type =$E$2 in the right box
Click the Format button, click the Patterns tab, and then click
Orange on the Color palette Click the Font tab, click the Color box
arrow, and then click White on the Color palette Click Bold in the
Font Style list. Click the OK button in the Format Cells dialog box
Slide 21 Excel Project 4: Financial Functions, Data Tables,
Amortization Schedules, and Hyperlinks 21 Adding a Pointer to the
Data Table Click the OK button in the Conditional Formatting dialog
box. Click cell G20 to deselect the range B10:B21 Select cell E2
and then enter 7.75 as the interest rate Enter 6.25 in cell E2 to
return the Loan Payment Calculator section and Interest Rate
Schedule section to their original states Slide 22 Excel Project 4:
Financial Functions, Data Tables, Amortization Schedules, and
Hyperlinks 22 Adding a Pointer to the Data Table Slide 23 Excel
Project 4: Financial Functions, Data Tables, Amortization
Schedules, and Hyperlinks 23 Entering the Formulas in an
Amortization Schedule Format the worksheet and enter the values as
instructed in page EX 267 Select cell H3 and then enter =c6 as the
beginning balance of the loan Select cell I3 and then type =if(g3
Excel Project 4: Financial Functions, Data Tables, Amortization
Schedules, and Hyperlinks 24 Entering the Formulas in an
Amortization Schedule Select cell J3. Type =h3 i3 and then press
the RIGHT ARROW key Type =if(h3 > 0, 12 * $e$4 j3, 0) in cell K3
Click the Enter box in the formula bar Copy the formulas to fill
the amortization schedule Slide 25 Excel Project 4: Financial
Functions, Data Tables, Amortization Schedules, and Hyperlinks 25
Entering the Total Formulas in the Amortization Schedule Select
cell I18. Enter Subtotal as the row title. Select the range
J18:K18. Click the AutoSum button on the Standard toolbar Select
cell I19. Type Down Pymt as the row title. Select cell K19 and then
enter =c5 as the down payment Select cell I20. Type Total Cost as
the row title. Select cell K20, type =j18 + k18 + k19 as the total
cost, and then click the Enter box in the formula bar Slide 26
Excel Project 4: Financial Functions, Data Tables, Amortization
Schedules, and Hyperlinks 26 Entering the Total Formulas in the
Amortization Schedule Slide 27 Excel Project 4: Financial
Functions, Data Tables, Amortization Schedules, and Hyperlinks 27
Assigning a Hyperlink to an Embedded Graphic With the graphic
selected, right-click it Click Hyperlink on the shortcut menu Make
sure the data disk is in drive A When Excel displays the Insert
Hyperlink dialog box, click the Look in box arrow, click 3 Floppy
(A:) in the Look in list, and then click the file name e-Money
Lenders Statement of Condition Slide 28 Excel Project 4: Financial
Functions, Data Tables, Amortization Schedules, and Hyperlinks 28
Assigning a Hyperlink to an Embedded Graphic Click the OK button If
a Microsoft Office Excel dialog box appears, click the yes button
Select cell J19 to deselect the graphic Click the Save button on
the Standard toolbar to save the workbook using the file name
E-Money Lenders Loan Payment Calculator Slide 29 Excel Project 4:
Financial Functions, Data Tables, Amortization Schedules, and
Hyperlinks 29 Assigning a Hyperlink to an Embedded Graphic Slide 30
Excel Project 4: Financial Functions, Data Tables, Amortization
Schedules, and Hyperlinks 30 Setting the Print Area Select the
range B1:E6, click File on the menu bar, and then point to Print
Area Click Set Print Area on the Print Area submenu Click the Print
button on the Standard toolbar Click Clear Print Area on the Print
Area submenu to reset the print area to the enter worksheet Slide
31 Excel Project 4: Financial Functions, Data Tables, Amortization
Schedules, and Hyperlinks 31 Naming and Printing Sections of a
Worksheet Select the range B1:E6, click the Name box, and then type
Loan_Payment as the name of the range Press the ENTER key Select
the range B7:E20, click the Name box, type Interest_Schedule as the
name of the range, and then press the ENTER key Select the range
G1:K20, click the Name box, type Amortization_Schedule as the name
of the range, and then press the ENTER key Select the range B1:K20,
click the Name box, type All_Sections as the name of the range, and
then press the ENTER key Slide 32 Excel Project 4: Financial
Functions, Data Tables, Amortization Schedules, and Hyperlinks 32
Naming and Printing Sections of a Worksheet Select any cell on the
worksheet and then click the Name box arrow in the formula bar
Click Loan_Payment in the Name list Click File on the menu bar and
then click Print When Excel displays the Print dialog box, click
Selection in the Print what area Slide 33 Excel Project 4:
Financial Functions, Data Tables, Amortization Schedules, and
Hyperlinks 33 Naming and Printing Sections of a Worksheet Click the
OK button One at a time, use the Name box to select the names
Interest_Schedule, Amortization_Schedule, and All_Sections and then
print them following the final two instructions on the previous
slide Click the Save button on the Standard toolbar to save the
workbook using the file name e-Money Lenders Loan Payment
Calculator Slide 34 Excel Project 4: Financial Functions, Data
Tables, Amortization Schedules, and Hyperlinks 34 Naming and
Printing Sections of a Worksheet Slide 35 Excel Project 4:
Financial Functions, Data Tables, Amortization Schedules, and
Hyperlinks 35 Protecting a Worksheet Select the range C3:C5 Hold
down the CTRL key and then select the nonadjacent range E2:E3
Right-click one of the selected ranges Click Format Cells on the
shortcut menu Slide 36 Excel Project 4: Financial Functions, Data
Tables, Amortization Schedules, and Hyperlinks 36 Protecting a
Worksheet When Excel displays the Format Cells dialog box, click
the Protection tab, and then click Locked to remove the check mark
Click the OK button and then select cell J19 to deselect the ranges
C3:C5 and E2:E3 Click Tools on the menu bar and then point to
Protection Click Protect Sheet on the Protection submenu Slide 37
Excel Project 4: Financial Functions, Data Tables, Amortization
Schedules, and Hyperlinks 37 Protecting a Worksheet When Excel
displays the Protect Sheet dialog box, make sure the Protect
worksheet and contents of locked cells check box at the top of the
dialog box and the first two check boxes in the list contain check
marks Click the OK button in the Protect Sheet dialog box Click the
Save button on the Standard toolbar Slide 38 Excel Project 4:
Financial Functions, Data Tables, Amortization Schedules, and
Hyperlinks 38 Hiding and Unhiding a Sheet If the e-Money Lenders
sheet is not active, click its tab Click Format on the menu bar and
then point to Sheet Click Hide on the Sheet submenu Slide 39 Excel
Project 4: Financial Functions, Data Tables, Amortization
Schedules, and Hyperlinks 39 Hiding and Unhiding a Sheet Click
Format on the menu bar, point to Sheets, and then click Unhide on
the Sheets submenu When Excel displays the Unhide dialog box, click
e-Money Lenders in the Unhide sheet list Click the OK button Slide
40 Excel Project 4: Financial Functions, Data Tables, Amortization
Schedules, and Hyperlinks 40 Hiding and Unhiding a Workbook Click
Window on the menu bar Click Hide on the Window menu Click Window
on the menu bar and then click Unhide When Excel displays the
Unhide dialog box, if necessary, click e-Money Lenders Loan Payment
Calculator in the Unhide workbook list Click the OK button Slide 41
Excel Project 4: Financial Functions, Data Tables, Amortization
Schedules, and Hyperlinks 41 Hiding and Unhiding a Workbook Slide
42 Excel Project 4: Financial Functions, Data Tables, Amortization
Schedules, and Hyperlinks 42 Formula Checking Slide 43 Excel
Project 4: Financial Functions, Data Tables, Amortization
Schedules, and Hyperlinks 43 Enabling Background Formula Checking
Click Tools on the menu bar, click Options, and then click the
Error Checking tab in the Options dialog box If necessary, click
Enable background error checking in the Settings area to select it
Click any check box in the Rules area that does not contain a check
mark Click the OK button Slide 44 Excel Project 4: Financial
Functions, Data Tables, Amortization Schedules, and Hyperlinks 44
Enabling Background Formula Checking Slide 45 Excel Project 4:
Financial Functions, Data Tables, Amortization Schedules, and
Hyperlinks 45 Summary Control the color and thickness of outlines
and borders Assign a name to a cell and refer to the cell in a
formula using the assigned name Determine the monthly payment of a
loan using the financial function PMT Use the financial functions
PV (present value) and FV (future value) Create a data table to
analyze data in a worksheet Slide 46 Excel Project 4: Financial
Functions, Data Tables, Amortization Schedules, and Hyperlinks 46
Summary Add a pointer to a data table Create an amortization
schedule Analyze worksheet data by changing values Add a hyperlink
to a worksheet element Use names and the Set Print Area command to
print selections of a worksheet Slide 47 Excel Project 4: Financial
Functions, Data Tables, Amortization Schedules, and Hyperlinks 47
Summary Set print options Protect and unprotect cells in a
worksheet Use the formula checking features of Excel Hide and
unhide cell gridlines, rows, columns, sheets, and wokbooks Slide 48
Office 2003 Advanced Concepts and Techniques M i c r o s o f t
Excel Project 4 Complete
