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© 2014 by McGraw-Hill Education. This proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part.

THE O’LEARY SERIES

Lab


Managing and Analyzing a Workbook

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Objectives

1.  Use absolute references 2.  Copy, move, name, and delete sheets 3.  Use AutoFill 4.  Reference multiple sheets 5.  Use Find and Replace 6.  Zoom the worksheet

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Objectives

7.  Split windows and freeze panes 8.  Use what-if analysis and Goal Seek 9.  Create Sparklines 10.  Control page breaks 11.  Add custom headers and footers 12.  Print selected sheets and areas

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Concept Preview

1.  Absolute Reference 2.  Sheet Name 3.  AutoFill 4.  Sheet and 3-D References 5.  Find and Replace

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Concept Preview

6.  Split Window 7.  Freeze Panes 8.  What-If Analysis 9.  Goal Seek 10.  Conditional Formatting

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Outline

•  Correcting Formulas •  Identifying Formula Errors •  Using Absolute References

•  Creating a Second-Quarter Worksheet •  Copying between Workheets •  Renaming Sheets and Coloring Sheet Tabs •  Filling a Series •  Using a 3-D Reference •  Hiding Gridlines and Headings •  Deleting and Moving Sheets

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Outline

• Finding and Replacing Information •  Finding Information •  Replacing Information

•  Saving to a New Folder • Managing Large Worksheets •  Going to a Specific Cell •  Splitting Windows •  Freezing Panes •  Watching Cells

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Outline

• Forecasting Values •  Performing What-If Analysis Manually •  Using Goal Seek

• Using Conditional Formatting •  Creating Cell Rules •  Applying Top/Bottom Rules, Data Bars, Color Scales, and

Icon Sets Conditional Formatting •  Clearing Conditional Formatting

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Outline

• Using Sparklines •  Creating a Sparkline •  Enhancing a Sparkline

• Customizing Print Settings •  Controlling Page Breaks •  Applying a Custom Header and Footer •  Printing Selected Sheets •  Printing Selected Areas

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Outline

• Key Terms • FAQs • Discussion Questions

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© 2014 by McGraw-Hill Education. This proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part. © 2014 by McGraw-Hill Education. This proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part.

Correcting Formulas

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Identifying Formula Errors

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Concept 1: Absolute Reference

•  An absolute reference is a cell or range reference in a formula whose location does not change when the formula is copied. •  To stop the relative adjustment of cell references, enter a $ (dollar sign)

character before the column letter and the row number. •  When a formula containing an absolute cell reference is copied to

another row and column location in the worksheet, the cell reference does not change.

•  A cell reference also can be a mixed reference. •  In this type of reference, either the column letter or the row number is

preceded with the $. •  This makes only the row or the column absolute. •  When a formula containing a mixed cell reference is copied to another location

in the worksheet, only the part of the cell reference that is not absolute changes relative to its new location in the worksheet.

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Using Absolute References

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Creating a Second-Quarter Worksheet

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Copying Worksheets

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Concept 2: Sheet Name

•  Each sheet in a workbook can be assigned a descriptive sheet name to help identify the contents of the sheet. •  The following guidelines should be followed when naming a sheet. A

sheet name •  Can be up to 31 characters. •  Can be entered in uppercase or lowercase letters or a combination (it will

appear as entered). •  Can contain any combination of letters, numbers, and spaces. •  Cannot contain the characters : ? * / \. •  Cannot be enclosed in square brackets [ ].

•  Double-clicking the sheet tab makes the sheet active and highlights the existing sheet name in the tab. •  The existing name is cleared as soon as you begin to type the new

name.

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Renaming Sheets and Coloring Sheet Tabs

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Concept 3: AutoFill

• The AutoFill feature makes entering a series of numbers, numbers and text combinations, dates, or time periods easier by logically repeating and extending the series. •  AutoFill recognizes trends and automatically extends data

and alphanumeric headings as far as you specify.

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Filling a Series

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Concept 4: Sheet and 3-D References

• Formulas can reference cells in other sheets of a workbook •  A sheet reference in a formula consists of the name of

the sheet, followed by an exclamation point and the cell or range reference. •  A 3-D reference uses the same cell or range on multiple

sheets.

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Using a 3-D Reference

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Hiding Gridlines and Headings

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Deleting and Moving Worksheets

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Finding and Replacing Information

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Concept 5: Find and Replace

•  The Find and Replace feature helps you quickly find specific information and automatically replace it with new information. •  The Find command locates all occurrences of the text or numbers

you specify. •  The Replace command is used with the Find command to locate the

specified entries and replace the located occurrences with the replacement text you specify. •  You also can find cells that match a format you specify and replace the

format with another.

•  Finding and replacing data and formats is both fast and accurate, but you need to be careful when replacing that you do not replace unintended matches.

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Finding Information

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Replacing Information

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Saving to a New Folder

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Saving to a New Folder

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Managing Large Worksheets

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Going to a Specific Cell

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Concept 6: Split Window

• Allows you to divide a worksheet into sections, called panes •  Each pane can be scrolled independently

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Splitting Windows

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Concept 7: Freeze Panes

• Freezing panes prevents the data in the pane from scrolling as you move to different areas in a worksheet. •  You can freeze rows at the

top and columns on the left side of the worksheet only.

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Freezing Panes

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Watching Cells

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Forecasting Values

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Concept 8: What-If Analysis

• What-if analysis is a technique used to evaluate the effects of changing selected factors in a worksheet. •  This technique is a common accounting function that has

been made much easier with the introduction of spreadsheet programs. •  By substituting different values in cells that are

referenced by formulas, you can quickly see the effect of the changes when the formulas are recalculated.

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Performing What-If Analysis Manually

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Concept 9: Goal Seek

• The Goal Seek tool is used to find the value needed in one cell to attain a result you want in another cell. •  Goal Seek varies the value in the cell you specify until a

formula that is dependent on that cell returns the desired result. •  The value of only one cell can be changed.

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Using Goal Seek

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Using Conditional Formatting

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Concept 10: Conditional Formatting

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Creating Cell Rules

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Applying Top/Bottom Rules, Data Bars, Color Scales, and Icon Sets Conditional Formatting

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Clearing Conditional Formatting

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Using Sparklines

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Creating a Sparkline

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Enhancing a Sparkline

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Customizing Print Settings

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Controlling Page Breaks

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Adding a Custom Header and Footer

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Printing Selected Sheets

•  Open the Home tab. •  Right-click on a sheet tab and choose Ungroup Sheets. • Make the first sheet active. •  Open the Page Layout tab and choose Print in the

Gridlines section of the Sheet Options group. •  Hold down [CTRL] and click the second sheet tab to add

it to the selection of sheets to print. •  Open the File tab and choose Print. •  Preview the three pages and then print the worksheets.

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Printing Selected Areas

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Key Terms

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Key Terms

• 3-D reference • absolute reference • AutoFill •  conditional formatting

• Find and Replace •  freeze panes • Goal Seek • mixed reference

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Key Terms

• page break • Pane • print area •  sheet name

•  sheet reference •  split window • what-if analysis

8/8/14 Sample footer text

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FAQs

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FAQs

1.  How do I change the name of a worksheet? 2.  Is there an easy way to enter a series of headings

in Excel? 3.  I need to rearrange the order of my worksheets.

How can I do this? 4.  How can I split my Excel window to view more

information?

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FAQs

5.  Help! I can't see the column and row heading when I scroll through my worksheet. What can I do?

6.  How does the Watch Window function work? 7.  Is there a way to do forecasting in Excel? 8.  How can I change the color on the worksheet tabs?

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FAQs

9.  How can I display gridlines when printing? 10. What is goal seek? 11.  I need to print only a range of cells from my

worksheet. How can I do this? 12.  I want the date to appear on the bottom of my

worksheet. How can I do this?

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Discussion Questions

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1.  Your project involves working with multiple Excel worksheets for sales for the different quarters. Explain how the 3-D function can assist you in calculating totals for the year. How does this work?

2.  Explain What-If-Analysis and how Goal Seek works in Excel.

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4. Discuss the various options available in Excel to work with a large worksheet.

5. Give two examples of using the Watch Window function in Excel.

6.  It is time to print your worksheet. What print options in Excel can assist you in making your sheet more professional?

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