extended learning module d (office 2010 version)

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Extended Learning Module D (Office 2010

Version)Decision Analysis with Spreadsheet Software

Mod D-2

INTRODUCTION

IT plays an important role in aiding decision making

Spreadsheet tools can aid in decision making Filter Conditional formatting Pivot tables

Mod D-3

LISTS

List – information arranged in columns and rows Each column has one type of

information First row contains headings or

labels No blank rows Blank columns/rows all around

Mod D-4

LISTS

A A listlist

Total Total number of number of customerscustomers

Mod D-5

List Definition Table

List definition table – description of a list by column (see Figure D.2 on pp. 388-389) CUST ID – Unique ID for customer REGION – North, South, etc. RENT VS. OWN – customer rents or

owns a home And so on

Mod D-6

BASIC FILTER

Filter function – filters a list and hides rows that don’t match criteria

Good for seeing only certain rows of information

Basic Filter supports only “equal to” criteria

Example: customers in the North REGION

Mod D-7

Basic Filter Steps

1. Open workbook (XLMD_Customer.xls from www.mhhe.com/haag)

2. Click in any cell in the list3. Menu bar – click on Data and

then click on Filter Will see list box arrows next to

each label or column heading

Mod D-8

Basic Filter Steps

From the menu bar, click on From the menu bar, click on DataData and and then click on then click on FilterFilter

Mod D-9

Basic Filter Steps

Each column will have a pull-down arrow. Click Each column will have a pull-down arrow. Click on it and select the criteriaon it and select the criteria

Mod D-10

Basic Filter Steps

To select only customers in the North To select only customers in the North REGIONREGION, , you must deselect all other regionsyou must deselect all other regions

Mod D-11

Basic Filter Steps

Excel will respond by showing only those records Excel will respond by showing only those records that meet the selection criteria (i.e., North that meet the selection criteria (i.e., North

REGIONREGION))

Mod D-12

Turning off Basic Filter

Perform either of the following From the menu bar, click on Data

and then Filter Turn off selected column filtering

by clicking on the appropriate list arrow box and clicking on Clear Filter from “columnname” where columnname is the name of the column

Mod D-13

Basic Filter

Can also filter on multiple columns

Example Customers in North region (select

North in REGION) Own a home (select Own in RENT

VS. OWN) Only one household member

(select 1 in NUM HOUSEHOLD)

Mod D-14

Basic Filter

Customers in the Customers in the North North REGIONREGION

who own a home who own a home with only 1 with only 1 household household membermember

Mod D-15

CUSTOM FILTER

Custom Filter function – hides all rows except those that meet criteria, besides “is equal to”

Example Customers with more than 3

household members

Mod D-16

Custom Filter Steps

1. Turn on Filter2. Click on pull-down arrow in

appropriate column3. Click on Number Filters4. Complete Custom AutoFilter

dialog box with criteria5. Click on OK

Mod D-17

Custom Filter Steps

To use Custom AutoFilter, click on the appropriate To use Custom AutoFilter, click on the appropriate pull-down arrow, select pull-down arrow, select Number FiltersNumber Filters and and

boolean operatorboolean operator

Mod D-18

Custom Filter Steps

You will then see a Custom You will then see a Custom AutoFilter boxAutoFilter box

Mod D-19

Custom Filter Steps

Enter the appropriate value and Enter the appropriate value and click on click on OKOK

Mod D-20

Custom Filter Steps

Excel will respond by presenting only the records Excel will respond by presenting only the records that meet the selection criteriathat meet the selection criteria

Mod D-21

Another Custom Filter Example

Customers who spent less than $20 or more than $100

Mod D-22


Complete Complete bothboth selection criteria selection criteria appropriatelyappropriately

Mod D-23


Excel will respond Excel will respond appropriatelyappropriately

Mod D-24

CONDITIONAL FORMATTING

Conditional formatting – highlights the information in a cell that meets some criteria Does not hide any rows Let’s you see the whole list While highlighting certain information

Example Customers show purchased more

than $100

Mod D-25

Conditional Formatting Steps

1. Select entire appropriate column2. From menu bar, click on Home and

then Conditional Formatting within Styles

3. Select Highlight Cells Rules4. Click on the appropriate boolean

operator5. Complete the dialog box6. Click on OK

Mod D-26


First, highlight the First, highlight the appropriate columnappropriate column

Mod D-27


From the menu bar, click on From the menu bar, click on HomeHome and then and then Conditional FormattingConditional Formatting within within StylesStyles, then select , then select Highlight Cells Rules Highlight Cells Rules and click on the appropriate and click on the appropriate

boolean operatorboolean operator

Mod D-28


In the Conditional Formatting box, In the Conditional Formatting box, enter the appropriate value and click enter the appropriate value and click

on on OKOK

Mod D-29


Excel will highlight those cells meeting Excel will highlight those cells meeting your selection criteriayour selection criteria

Mod D-30

Removing Conditional Formatting

Option #1 (click anywhere in the list)1. Click on Conditional Formatting2. Select Clear Rules3. Click on Clear Rules from Entire Sheet

Option #2 (select the entire column)1. Click on Conditional Formatting2. Select Clear Rules3. Click on Clear Rules from Selected

Cells

Mod D-31

PIVOT TABLES

Pivot table – enables you to group and summarize information Shows summaries of information by

dimension Can be two-dimensional Can be three-dimensional

Similar to data warehouse concept from Chapter 3

Mod D-32

Pivot Table Example

This is a pivot tableThis is a pivot table

Mod D-33

2D Pivot Table Steps

1. Click anywhere in list2. From menu bar, click on Insert

and then PivotTable3. Click on OK4. Drag/drop labels in row and

column fields5. Provide appropriate formatting

Mod D-34

2D Pivot Table

Count of customers By REGION By RENT VS. OWN

Mod D-35


To create a 2D pivot table, from the menu bar click To create a 2D pivot table, from the menu bar click on on InsertInsert and then and then PivotTablePivotTable

Mod D-36


Click on Click on OKOK

Mod D-37


Pivot Pivot tabletable

PivotTable PivotTable Field ListField List

Summary Summary

Mod D-38


Now, drag and drop appropriate column headings (labels) from the Pivot Table Field List Box to the appropriate places in the pivot table summary area

Example: Number of customers by REGION RENT VS. OWN

Mod D-39


Drag and Drag and drop drop

REGIONREGION herehere

Drag and Drag and drop drop RENT RENT VS. OWN VS. OWN

herehereDrag and Drag and drop drop CUST CUST

ID ID herehere

Mod D-40


The default aggregation for a pivot table is The default aggregation for a pivot table is summing. To change that, click on the pull-down summing. To change that, click on the pull-down

arrow next to Sum of arrow next to Sum of CUST IDCUST ID

Mod D-41


You will then see the Value You will then see the Value Field Settings dialog boxField Settings dialog box

Mod D-42


To change it, select another aggregation in the To change it, select another aggregation in the Summarize value field by box and click on Summarize value field by box and click on OKOK

Mod D-43


Excel will change the Excel will change the aggregation in the pivot tableaggregation in the pivot table

Mod D-44

Pivot Tables

Can have multiple pieces of information in the body of the pivot table

Example Count of customers (already present) Total of purchases (new information)

Drag/drop TOTAL PURCHASES into Values in lower right portion of screen

Mod D-45

Pivot Tables

Mod D-46

3D Pivot Tables

Desired dimensions REGION RENT VS. OWN NUM HOUSEHOLD

Drag/drop NUM HOUSEHOLD into lower right portion of the screen called “Report Filter”

Mod D-47

3D Pivot Tables

Depth Depth dimensiondimension

Mod D-48

3D Pivot Tables

Mod D-49

GOAL SEEK

Goal Seek works backward from objective to compute an unknown value

Scenario (movie posters from Chapter 1): Buy poster for $4 and sell for $9 $2 shipping for each poster Fixed costs of $1,500 per year What is the breakeven point?

Mod D-50

GOAL SEEK – BREAKEVEN POINT

Download XLMD_BreakEven.xls C14 = C13*C7 C15 = C13*C8 C16 = C13*C9 C18 = C14 – C15 – C16 – C17 Now, for a given net profit, we

want Excel to compute Units Sold (C13)

Mod D-51


1. From menu bar, click on Data and What-If Analysis

2. Select Goal Seek3. For Set cell, enter C184. For To value, enter 300005. For By changing cell, enter C136. Click on OK

Mod D-52


Mod D-53


Sell 10,500 units Sell 10,500 units to achieve a to achieve a

profit of $30,000profit of $30,000

extended learning module d (office 2010 version)

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