excel training manualrev 12.19 - sju sites · 2017-12-21 · this module will cover some of the...

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Microsoft Excel for Finance Majors

© 2007 Saint Joseph's University Version: 12/21/2017

Microsoft Excel

for Finance Majors




of 37 © 2007 Saint Joseph's University Version: 12/21/2017

Contents Introduction ................................................................................................................. 3 Working with Tables ..................................................................................................... 3

Exercise .................................................................................................................. 10 Pivot Tables ................................................................................................................ 12

Exercise: ................................................................................................................. 17 Conditional Formatting ............................................................................................... 18

Exercise: ................................................................................................................. 22 Working with Hyperlinks ............................................................................................ 23

Exercise .................................................................................................................. 25 Creating a Hyperlink to Another Excel Worksheet ...................................................... 26

Exercise .................................................................................................................. 29 VLOOKUP .................................................................................................................... 29

Exercise .................................................................................................................. 31 Macros ....................................................................................................................... 32

Exercise .................................................................................................................. 37





Introduction

This module will cover some of the more advanced functions of Microsoft Excel including Data tables, Pivot Tables, VLOOKUP, Conditional Formatting, Macros and Hyperlinks. Working with Tables

1) Open the Tables workbook. 2) Click on cell A1. 3) On the Insert tab, click Table.

4) In the Create Table dialog box, click OK.

5) Compare your worksheet to the following.





6) Click in any cell in the table. 7) On the Design tab, in the Style Options group, select Total Row.





8) Compare your table with the following example.

9) Click in cell D20. 10) Click the dropdown and select Average.

Total row added





11) Compare your table with the following.

12) Click the Name Filter dropdown.





13) Uncheck (Select All). 14) Check Anne Wilson.





15) Click OK. 16) Compare your table with the following.

17) Click the Name Filter dropdown. 18) Check (Select All). 19) Click OK.





20) On the Table Tools tab, in the Table Styles group, click the More button.

21) In the Table Style gallery, select Table Style Medium 12.

22) Observe your table.





23) Close the workbook without saving changes.

Exercise

1) Open the Tables workbook. 2) Insert a table into the worksheet. 3) Add a Total row to the table. 4) Display the Average of the grades in the Total row. 5) Display only the grades for Hal Jordan and Anne Wilson. 6) Change the style of the table to in the Table Style gallery, select Table Style Medium

12.





7) Compare your table with the following.






Pivot Tables

Pivot Tables allow you to perform a flexible analysis of the data found in your spreadsheets.

1) Open the Pivot Tables workbook. 2) On the Insert tab, in the Tables group, click the Pivot Table dropdown and select

PivotTable.

3) In the Create Pivot Table dialog box, click OK.





4) Observe the Pivot Table Field List on the right side of your screen.

5) In the Choose fields to add to report area, select Salesperson, Shipped Date, Product Name and Quantity.





6) In the Summarize Values field section, click the Sum of Quantity dropdown and select Value Field Settings.

7) In the Custom Name field, enter Total Quantity Sold, and click OK.





8) Drag Sales Person from Row Labels to the Report Filter field.

9) Close the Pivot Table Field List. 10) On the worksheet, click the Salesperson dropdown and select Janet Leverling

and click OK. (You may choose more than one value by first checking Select Multiple Items).





11) Observe your Pivot Table.


Pivot Table displays the Total

Quantities sold for Janet Leverling





Exercise:

1) Open the Pivot Tables workbook. 2) Using the fields Salesperson, Shipped Date, Product Name and Quantity, create a

Pivot Table titled Total Quantity Sold. 3) Filter the Pivot Table data to display the sales data for Margaret Peacock. 4) Compare your table to the following:






Conditional Formatting

1) Open the Commission Workbook. 2) Highlight the cell range E3:E26. 3) On the Home tab, in the Styles group, click the Conditional Formatting dropdown

and select New Rule.





4) In the New Formatting Rule dialog box, in the Select a Rule Type area, select Format only cells that contain.

5) In the Format only cells with: area, click the second dropdown and select greater than.





6) In the third field, enter 100,000.

7) Click Format.





8) In the Format Cells dialog box, in the Font Style area, select Bold. 9) In the Color area, select Red.

10) Click OK.





11) Compare your spreadsheet with the following:

12) Close the spreadsheet without saving changes.

Exercise:

1) Open the Commission Workbook. 2) Using conditional formatting, create a rule for the cell range E3:E26 in which cells with a

value greater than 100,000 will be formatted Red and Bold. 3) Close the spreadsheet without saving changes.

Numbers greater than 100,000

highlighted in red





Working with Hyperlinks

1) In the Exercises folder, open the Keynotes workbook. 2) If necessary, select the Atlanta tab. 3) Select cell A1. 4) On the Insert tab, in the Links group, select Hyperlink.

5) In the Insert Hyperlink dialog box, in the Address field, enter http://www.sju.edu





6) Click OK. 7) Compare your worksheet to the following.

8) Click on the hyperlink. 9) Close the webpage.

10) Highlight Keynotes Books and Music. 11) On the Insert tab, in the Links group, select Hyperlink.

12) In the Edit Hyperlink dialog box, click Remove Link.

Hyperlink





13) Click OK. 14) Observe that the hyperlink has been removed.

l


Exercise

1) In the Exercise folder, open the Keynotes workbook. 2) In cell A1, insert the hyperlink http://www.sju.edu. 3) Display the webpage. 4) Close the webpage. 5) Remove the hyperlink from cell A1. 6) Close the Keynotes workbook without saving changes.

Hyperlink removed





Creating a Hyperlink to Another Excel Worksheet

1) Open the Commission workbook. 2) Select cell A1. 3) On the Insert tab, in the Links group, select Hyperlink.

4) In the Insert Hyperlink dialog box, click on the Browse for File button.

5) Browse out to the Exercises folder on your desk top. 6) Select the Key Notes workbook.





7) Click OK. 8) Observe the hyperlink on the Commission worksheet.





9) Click the hyperlink. This opens the Key Notes workbook.

10) Close the Keynotes workbook. 11) Close the Commission workbook without saving changes.

Hyperlink





Exercise

1) Open the Commission workbook. 2) Insert a hyperlink to the Keynotes workbook in cell A1. 3) Click on the hyperlink. 4) Close both workbooks without saving changes.

VLOOKUP

The VLOOKUP (which stands for Vertical Lookup) can be used to look up values in a table and compare them against specific data fields in another table. By creating a sample table generally referred as lookup table you can extract info from it and compare it with the desired field to yield required results.

1) Open the VLOOKUP workbook. 2) In cell E3, enter the following function:

=VLOOKUP(D3,$H$3:$I$7,2, TRUE)

In this function:

• D3 indicates the cell whose data will be compared to the array. • $H$3:$I$7 indicates the array against which the data will be compared. • 2 indicates that the populating data will come from the second column of the array.





• TRUE indicates that we only need an approximate match against the ranges we’ve created.

3) Press Enter. 4) Compare your worksheet to the following.

5) AutoFill the value of cell E3 down the column to cell E20. 6) Compare your worksheet to the following.






Exercise

1) Open the VLOOKUP workbook. 2) Enter a VLOOKUP function in cell E3 which will pull a letter grade from column 2 of the

array H3:I7 based on the score in cell D3. 3) AutoFill the returned value down the column through cell E20. 4) Compare your worksheet with the following.






Macros

Macros allow you to automate tasks that you find yourself performing over and over again, and repeat those tasks with one click of a mouse.

1) Open the Macros workbook. 2) If necessary, click the Atlanta tab at the bottom of the workbook. 3) On the View tab, in the Macros group, click the Macros dropdown and select Record

Macro.

4) In the Record macro dialog box, in the Macro name field, enter AddSheet.





5) In the Description field, enter Adds a preformatted worksheet to the workbook.

6) Click OK to begin recording the Macro. 7) Click the indicator between Column A and Row 1.

8) Right-click in the highlighted area and select Copy.





9) At the bottom of the worksheet, click on the Add Worksheet button.

10) Click on the new sheet tab. 11) Right-click in cell A1 and select Paste. 12) Compare your worksheet to the following.





13) On the View tab, in the Macros group, click the Macros dropdown and select Stop Recording.

14) On the View tab, in the Macros group, click the Macros dropdown and select View Macros.

15) In the Macro dialog box, select AddSheet and click Run to run the Macro.

Click here





16) Compare your workbook to the following.


New worksheet

added





Exercise

1) Open the Macros worksheet. 2) Create a macro called AddSheet that copies the contents of the Atlanta sheet, inserts a

new worksheet, and pastes the copied data onto the new worksheet. 3) Run the Macro. 4) Close the workbook without saving changes.

excel training manualrev 12.19 - sju sites · 2017-12-21 · this module will cover some of the...

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