extended learning module d decision analysis with spreadsheet software
DESCRIPTION
Extended Learning Module D Decision Analysis With Spreadsheet Software. Overview of Module D. Lists Basic AutoFilter Custom AutoFilter Conditional Formatting Pivot Tables Back to Decision Support. Introduction. - PowerPoint PPT PresentationTRANSCRIPT
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Extended Learning Module DExtended Learning Module D
Decision Analysis With Decision Analysis With Spreadsheet SoftwareSpreadsheet Software
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Overview of Module DOverview of Module D
ListsLists Basic AutoFilterBasic AutoFilter Custom AutoFilterCustom AutoFilter Conditional FormattingConditional Formatting Pivot TablesPivot Tables Back to Decision SupportBack to Decision Support
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IntroductionIntroduction
Connect to the Web site that supports Connect to the Web site that supports this text (this text (www.mhhe.com/haagwww.mhhe.com/haag and and select XLM/D). select XLM/D).
Download the file called Download the file called XLMD_Customer.xls. XLMD_Customer.xls.
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ListsLists
ListList - - a collection of information arranged a collection of information arranged in columns and rows in which each in columns and rows in which each column displays one particular type of column displays one particular type of information. information.
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ListsLists
Each column has only one type of information.Each column has only one type of information.
The first row in the list contains the labels or The first row in the list contains the labels or column headings.column headings.
The list does not contain any blank rows.The list does not contain any blank rows.
The list is bordered on all four sides by blank The list is bordered on all four sides by blank rows and blank columns.rows and blank columns.
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ListsLists List definition table - List definition table - a description of a list by a description of a list by
column. column.
The columns of information in Figure D.2 include:The columns of information in Figure D.2 include: CUST IDCUST ID – a unique ID for each customer – a unique ID for each customer REGIONREGION – the region in which the customer lives – the region in which the customer lives RENT VS. OWNRENT VS. OWN – whether the customer rents or owns a – whether the customer rents or owns a
homehome NUM HOUSEHOLDNUM HOUSEHOLD – number of family members – number of family members ANNUAL INCOMEANNUAL INCOME – total combined annual income – total combined annual income TOTAL PURCHASESTOTAL PURCHASES – dollar total of all purchases made – dollar total of all purchases made
by the customer within the last six monthsby the customer within the last six months NUM PURCHASESNUM PURCHASES – count of all purchase made by the – count of all purchase made by the
customer within the last six months.customer within the last six months.
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ListsLists
Column headings
Each column has only one type of information.
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Basic AutoFilterBasic AutoFilter
AutoFilter functionAutoFilter function - filters a list and allows you - filters a list and allows you to hide all the rows in a list except those that to hide all the rows in a list except those that match criteria you specify. match criteria you specify.
To use AutoFilter:To use AutoFilter: Click in any cell in the list.Click in any cell in the list. Click on Click on DataData, point at , point at FilterFilter, and click on , and click on AutoFilter.AutoFilter. Click on a list arrow box and choose filtering.Click on a list arrow box and choose filtering.
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Basic AutoFilterBasic AutoFilter
Shows only customers in the North REGION.
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Basic AutoFilterBasic AutoFilter
You can filter on multiple columns.You can filter on multiple columns.
Customers in the North REGION who own a home with only 1 household member.
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Custom AutoFilterCustom AutoFilter
Custom AutoFilter functionCustom AutoFilter function - allows you to hide all - allows you to hide all the rows in a list except those that match criteria, the rows in a list except those that match criteria, besides “is equal to,” you specify. besides “is equal to,” you specify.
To perform Custom AutoFilter, click on To perform Custom AutoFilter, click on (Custom…)(Custom…) in in list arrow box.list arrow box.
To see all customers who have at least 4 people in To see all customers who have at least 4 people in their household, perform the steps on the following their household, perform the steps on the following slides.slides.
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Custom AutoFilterCustom AutoFilter
Select Select (Custom…)(Custom…) from list arrow box for from list arrow box for NUM HOUSEHOLD.NUM HOUSEHOLD.
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Custom AutoFilterCustom AutoFilter
You will then see a You will then see a Custom AutoFilter Custom AutoFilter box.box.
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Custom AutoFilterCustom AutoFilter
In top-left entry box, In top-left entry box, click on the pull-down click on the pull-down arrow and click on arrow and click on is is greater than.greater than.
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Custom AutoFilterCustom AutoFilter
In top-right entry box, In top-right entry box, click on the pull down click on the pull down arrow and click on arrow and click on 3.3.
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Custom AutoFilterCustom AutoFilter
Only customers with more than four people in their households.
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Custom AutoFilterCustom AutoFilter
You can also use “and” and “or” with You can also use “and” and “or” with Custom AutoFilter.Custom AutoFilter.
What customers have spent less than $20 What customers have spent less than $20 or more than $100 in the past six months?or more than $100 in the past six months?
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Custom AutoFilterCustom AutoFilter
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Custom AutoFilterCustom AutoFilter
Only customers who have spent less than $20 or more than $100
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Conditional FormattingConditional Formatting
Conditional formattingConditional formatting - highlights - highlights the information in a cell that meets the information in a cell that meets some criteria you specify.some criteria you specify.
To conditionally format in red all To conditionally format in red all TOTAL TOTAL PURCHASESPURCHASES greater than $100, greater than $100, perform the steps on the following slides.perform the steps on the following slides.
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Conditional FormattingConditional Formatting
Select entire Select entire TOTAL TOTAL PURCHASESPURCHASES column.column.
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Conditional FormattingConditional Formatting
Click on Click on FormatFormat and and then then Conditional Conditional Formatting.Formatting.
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Conditional FormattingConditional Formatting
Pull down arrow for the field second from the left and click Pull down arrow for the field second from the left and click on the on the greater than.greater than.
In the field on the right, enter In the field on the right, enter 100.100.
Click on Click on Format.Format.
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Conditional FormattingConditional Formatting
Click on Patterns tab.Click on Patterns tab.
Choose the color red.Choose the color red.
Click on Click on OkOk (twice). (twice).
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Conditional FormattingConditional Formatting
Only customers whose number of employees exceeds 100 are highlighted in red.
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Pivot TablesPivot Tables
Pivot tablePivot table - - enables you to enables you to group and group and summarize summarize information. information.
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Pivot TablesPivot Tables
To create a pivot table, perform the To create a pivot table, perform the following steps:following steps: Click on Click on DataData and then and then PivotTable and PivotTable and
PivotChart Report.PivotChart Report. In Step 1 of 3, click on In Step 1 of 3, click on Next.Next. In Step 2 of 3, click on In Step 2 of 3, click on Next.Next. In Step 3 of 3, click on In Step 3 of 3, click on Finish.Finish.
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Pivot TablesPivot Tables
First, from the menu First, from the menu bar, click on bar, click on Data Data and and then then PivotTable and PivotTable and PivotChart Report.PivotChart Report.
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Pivot TablesPivot Tables
Second, click on Second, click on NextNext in the Step 1 of 3 box.in the Step 1 of 3 box.
Assumes pivot table Assumes pivot table will come from a list.will come from a list.
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Pivot TablesPivot Tables
Third, click on Third, click on NextNext in the Step 2 of 3 box. in the Step 2 of 3 box.
This defaults to the entire list.This defaults to the entire list.
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Pivot TablesPivot Tables
Fourth, click on Fourth, click on FinishFinish in the Step 3 of 3 box. in the Step 3 of 3 box.
This places the pivot table in a new worksheet.This places the pivot table in a new worksheet.
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Pivot TablesPivot Tables
You will then You will then see a skeletal see a skeletal structure of a structure of a pivot table.pivot table.
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Pivot TablesPivot Tables
We want to build a pivot table just the like the We want to build a pivot table just the like the one in Figure D.1 on page 225.one in Figure D.1 on page 225.
It shows number of customers by It shows number of customers by REGIONREGION and and RENT VS OWN.RENT VS OWN.
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Pivot TablesPivot Tables
From Pivot Table Field List box:From Pivot Table Field List box: Drag Drag REGIONREGION and drop it into “Drop Row and drop it into “Drop Row
Fields Here.”Fields Here.” Drag Drag RENT VS OWNRENT VS OWN and drop it into “Drop and drop it into “Drop
Column Fields Here.”Column Fields Here.” Drag Drag CUST IDCUST ID and drop it into “Drop Data and drop it into “Drop Data
Items Here.”Items Here.”
Result is shown on next slide.Result is shown on next slide.
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Pivot TablesPivot Tables
Drag and drop CUST ID here.
Drag and drop REGION here.
Drag and drop RENT VS. OWN here.
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Pivot TablesPivot Tables
The default aggregation is by summing, The default aggregation is by summing, not what we want.not what we want.
To change to counting of To change to counting of CUST IDCUST ID, , perform the steps on the following slides.perform the steps on the following slides.
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Pivot TablesPivot Tables
Click on the Click on the Field Field SettingsSettings button in the button in the Pivot Table toolbar.Pivot Table toolbar.
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Pivot TablesPivot Tables
Click on Click on Count Count in in Summarize bySummarize by::
Click on Click on OK.OK.
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Pivot TablesPivot Tables
Now, the pivot table counts the number of customers.
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Pivot TablesPivot Tables
You can add as many pieces of You can add as many pieces of information to a pivot table as you want.information to a pivot table as you want.
We added We added TOTAL PURCHASESTOTAL PURCHASES in Figure in Figure D.13. (p. 238)D.13. (p. 238)
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Pivot TablesPivot Tables
Drag and drop TOTAL PURCHASES here to obtain a summary of another dimension of information.
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BACK TO DECISION SUPPORTBACK TO DECISION SUPPORT
AutoFilter - helps you quickly create a view of a partial list of information.
Conditional Formatting - maintains the view of the entire list of information but highlights key pieces of information that you may be looking for.
Pivot table - helps you quickly aggregate or summarize information by dimension.
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Summary Summary Student Learning Outcomes Student Learning Outcomes
1. Define a list and list definition table within the context of spreadsheet software and describe the importance of each.
2. Compare and contrast the AutoFilter function and Custom AutoFilter function in spreadsheet software.
3. Describe the purpose of using conditional formatting.
4. Define a pivot table and describe how you can use it to view summarized information by dimension.