excel modeling 1

7/30/2019 Excel Modeling 1

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Excel Modeling -Ashwani


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Topics to be coveredThe Excel Environment

Working with Data: Basic Techniques

Increasing Spreadsheet Readability

Excel Formulas

Useful Excel Functions

Charts

Importing Data into Excel

The Art of Spreadsheet Modeling

Using Excel Solver

Three-Dimensional Formulas, the Table Feature and Circular References

Monte Carlo Simulation


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Evaluation PatternTotal marks : 50

Quiz : 20

Assignment(Individual): 10

Project (Individual): 20

Full details of all would be provided later


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1. The Excel EnvironmentOpening workbooks

The Excel Ribbon and the Quick Access Toolbar

Working with worksheets

Workbook- and worksheet-level navigation

Printing worksheets

Saving workbooks as Excel and other file types


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Opening a workbookDouble-click its icon in Windows Explorer.

If Excel is running, hit Ctrl-O or the Office Button (the roundbutton in the upper-left-hand corner of the Excel window) and

browse for the file. You can use the "Files of type" drop-down box

to view a number of different file types.

If Excel is running and the icon representing your file is the genericWindows icon (example below), but you know that Excel can read

it, it might be easiest to drag the icon into the Excel window. You

can use this method for any file type that Excel can open.


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The Excel RibbonThe Ribbon in each of the Office programs organizes

commonly used commands and features into categories.

Each category is represented by a tab, and each tabcontains groups of subcategories.


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The Quick Access ToolbarThe Quick Access Toolbar is a

customizable docking place for features

and commands that you use most

frequently.

It is found just to the right of the Office

Button and by default displays buttons

for Save, Undo, and Redo.

Explore the customization options for

the Quick Access Toolbar.

Once you configure the Quick Access

Toolbar to suit your needs, you are only

a click away from the features that you

use the most.


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WorksheetsEach workbook file contains one or more tabbed

worksheets.

You can easily set the number of worksheets that youwant new workbooks to contain, rename sheets, and move

and delete worksheets.

Note that spaces, dashes, and certain other special

characters are legal in sheet names, while other characters,

such as\ / ? are not.


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Moving Around a Worksheet and

WorkbookCtrl-Home: Selects cell A1

Ctrl-End: Selects the cell at the intersection of the last-used column and

last-used row on the worksheet

Page Up: Scrolls up one screen

Page Down: Scrolls down one screen

Alt-Page Up: Scrolls left one screen

Alt-Page Down: Scrolls right one screen

Ctrl-Page Up: Selects the previous worksheet

Ctrl-Page Down: Selects the next worksheet

Ctrl-Tab: Moves to the next open Excel workbook


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Printing a WorksheetPrinting a worksheet is

similar to other MS Office

programs but can require

adjusting the Page Setup.

If a worksheet has a large

amount of data or uses more

columns than can be printedvertically on a sheet of

paper, you will need to

adjust the Page setup.


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2. Working with Data : BasicCells and Ranges

User Interface Ribbon

Format Cells Menu

Selecting Ranges

Selecting All Cells in a Dataset Using Shortcut Keys

Selecting All Cells on a Worksheet

Selecting Noncontiguous Ranges

Selecting Cells and Named Ranges

Filling Series

Copying and Moving Cell Entries

The Undo Command


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Cells & RangesCells : Each rectangular block in which data can be entered is a cell.

Each cell has an address. This is the letter of the column and the number of the

row that intersect at that cell.

Naming Cells is useful for organizing data by defing a group of cells as arange. The Defined Names group provides easy-to-access tools for naming

cells.

A range is the name assigned to the group of cells.

Every range must have a different name.Ranges : A block of cells that is to be treated as a unit in some operation

(e.g., formatting, summation) is called a range. Ranges are known by the

addresses of their upper-left-most cell and lower-right-most cell. A colon

serves to separate the two addresses.


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Selecting all CellsSelecting All Cells in a Dataset Using Shortcut Keys ctrl

+ A

Selecting All Cells on a Worksheet : The Select All buttonallows you to quickly select all cells on a worksheet.


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Selecting Noncontiguous RangesSometimes we want to select noncontiguous ranges, for example, to

format a number of isolated cells at once, or to include them in a

function. In this section, we will explore two ways to select such

ranges.

Using the Ctrl Key

Using F8 (Extend Selection) : When you hit F8 the first time,

Excel enters "Extend Selection" mode and behaves as if you had the

Shift key held down.

Shift-F8 (Add to Selection) : Use Shift+F8 to select a second

range (which can also then be done with the F8/Extend Selection

technique).


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Selecting Cells and Named RangesIn Name Box : The Name Box, found just above the

header for column A, shows the name of the currently

selected cell or range.

With the F5 Key (Go To Dialog Box) : The function key

F5 brings up the Go To dialog box, which can be used to

select cells and jump to named ranges.


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Splitting the ScreenThe Split button on the View tab, in the Window group,

can also be used to quickly split the screen both

horizontally and vertically.

if the screen is split, click the Split button on the View tab

to un-split it.


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Filling SeriesUsing the Autofill Handle : For commonly used series

and entries that Excel can populate to be part of a series

you can use the Autofill handle to fill in as much of the

series as you need. The Autofill handle appears at the

bottom right of a selected cell or range of cells; it appears

to be a small square superimposed on that corner of the

black border around the selected cell.

When the pointer hovers over the Autofill handle, it

changes shape to resemble a cross.


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Filling SeriesClick to edit Master text stylesSecond levelThird level Fourth level

Fifth level


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Using the Fill Series CommandAnother way to create a series like {1, 2, 3 . . .} is to use

the Fill Series command. This is especially useful if you

often find yourself overshooting the mark when you drag

with the mouse.


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Other Predefined SeriesClick to edit Master text styles

Second level

Third level Fourth level

Fifth level


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Copying and Moving Cell EntriesTo copy and paste data, select the range to be copied and use

Ctrl-C, the Copy button on the Home tab, or the right-click

context menu to copy the data.

Then select the upper-right-most cell in your desired

destination range, and use Ctrl-V, the Paste button on the

Home tab, or the right-click context menu to paste the data.

To move data, you can Cut rather than Copy, and then Paste.Alternatively, you can use the move pointer.


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The Undo CommandMany operations can be undone using either Ctrl-Z or the Undo

button on the Quick Access Toolbar:

Or, if you need to undo multiple operations, the drop-down list

next to the Undo button

Be aware that the undo stack is shared by all open workbooks;

i.e., you cannot undo only a change to Book1 if after that changeyou made a change to Book2. You could, however, undo the

change to Book2 and then the change to Book1.


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3. Increasing Spreadsheet ReadabilityWorking with Rows and Columns

Making Better Use of Screen Space

Basic Cell Formatting

Basic Number Formats

Conditional Formatting

Formatting and Other Options with Paste Special


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Working with Rows & ColumnsInserting and deletingrows will add/remove rows above

or below existing data.

Inserting and deletingcolumns will add/removecolumns to the left or right of existing data.

Inserting and deletingcells will add/remove selected

cells.


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Working with DataAdjusting the column width will increase or decrease the

length of a column.

Adjusting the row height will increase or decrease thetallness of a row.

Excel does not provide the option to adjust the width or

height of a single cell.


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Click to edit Master text styles

Second levelThird level Fourth level

Fifth level


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Hide Columns/Rows

Click to edit Master text styles

Second levelThird level Fourth level

Fifth level


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Home User Interface RibbonThe User Interface Ribbon contains seven groups. The

first four provide quick access to options for managing the

appearance of a worksheet.

Clipboard Copy, Paste, Cut, and Format Painter

Font Style, Size, Color and Effects

Alignment Alignment, Wrap Text and Merge & CenterNumber Currency, Percent and Decimal


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Format Cells MenuThe Format Cells Menu has similar features as the User Interface

Ribbon and contains six tabs that provide advanced options.

Only the cells that you highlight before pulling up the menu will be

formatted.

The menu is accessed by

clicking on the arrow in the

bottom right corner of theFont, Alignment or Number group. You can also press Ctrl+1.


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Format Cells MenuNumber Similar to the Number group in the User

Interface Ribbon, but contains additional options such as

fractions, date and time.

Alignment Similar to the Alignment group, also

provides the option of choosing the angle of alignment.

Font Provide more advanced options than the Front

group, such as superscript and subscript.


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Conditional FormattingConditional Formatting makes changes to the

appearance(e.g., color, size) of data based on an if/then

statement.


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Formatting and Other Options with

Paste SpecialSometimes we format a cell or range of cells with the font

colors, borders, patterns, and number formats we want, only to

find that there are other cells that need to be formatted in a

similar manner.

The Format Painter, found on the Home tab, will allow us to

copy all of the formats from a cell and then paint other cells with

these formats.

Excel has special options that you can choose from when

completing a copy-paste operation. The Paste Special dialog box

(accessible via the Paste drop-down list on the Home tab)

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