Defined Name & N

Questions
Create each month's name range as per their heading
Get sum of each month and use named ranges in formula

Formulas --> Defined Names --> Define Name

Sales Rep Jan'23 Feb'23

Andrew $37,651 $43,278
Alexis $48,506 $30,485
Sabina $20,000 $31,402
Valencia $37,684 $36,779
Sachi $30,833 $33,510
Alexis $34,392 $40,709
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Mar'23 Apr'23
$46,244 $48,941
$41,996 $45,656
$36,154 $47,969
$43,952 $39,157
$43,030 $41,532
$47,235 $46,540

$209,066
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Jan Total Jan AveragJan Max Jan Min
$209,066 $34,844 $48,506 $20,000

467677
 Conditio

Exploring Basic Rules of Conditional Formatting

Situation
Format the Range1 based on their cell values (Apply 2 Color and 3 Color Scale Formatting)
Get databar in each cell basis on the numbers given in Range 2
Apply Icon (Traffic Lights/3 Flags) formatting on Range 3

Range 1 Range 2
120
67
55
51
88
95
54
71
40
65

Situation
Let's say we have sales target v/s achv. Report, in which we want see 90% and above in "green", 60% - 90% in

Agent Name Target

Connor $2,000.00
Hall $1,500.00
Bruno $3,000.00
Stuart $3,000.00
Craig $3,500.00
Hiram $2,500.00
Brenden $1,500.00
Joel $2,000.00

Situation
If any cell in particular task is incomplete (NO) then highlight cell in RED otherwise it should be Green. Task is s

Task Status
Task Attempt 1
 Store Monthly Report No
Sales Tax Yes
State WH Tax No
941 Filing Yes
Bank Statement Reconcile
PNL and Balance Sheet Yes
941 Qtry Report No
State WH Tax Qtry Report Yes
DOL Qtry Report No
Misc Task No

Situation
Highlight Agent Names if the Target Achievement% is above 70%
Modify the rule and highlight the entire row if it matches the criteria

Agent Name Target

Brian Lara $2,000.00
Christopher Gayle $1,500.00
Ricky Ponting $3,000.00
William Pitt $3,000.00
Henry Perot $3,500.00
John Depp $2,500.00
Joseph Kipling $1,500.00
Matthew Perry $2,000.00

Situation
Highlight week off dates using conditional formatting

Dummy Dates
20-May-25
21-May-25
22-May-25
23-May-25
24-May-25
25-May-25
26-May-25
27-May-25
28-May-25
29-May-25
30-May-25
31-May-25
1-Jun-25
2-Jun-25
3-Jun-25
 Conditional Formatting

lor Scale Formatting)

40

Range 3
92
66
66
40
66
55
56
39
98
34

t see 90% and above in "green", 60% - 90% in "Yellow" and below to 60% in "Red"

Achievement Achievement %age

$1,402.00 91%
$2,931.00 65%
$2,358.00 92%
$2,753.00 60%
$1,209.00 59%
$1,558.00 91%
$2,744.00 59%
$2,554.00 64%

in RED otherwise it should be Green. Task is showing in column A and its status is showing in columns C, D, E, F

Task Status
Attempt 2 Attempt 3 Attempt 4
 No Yes No
Yes No Yes
No No No
No Yes Yes
Yes No No
No No No
Yes Yes
No No No
No Yes Yes
Yes No No

Achievement Achievement %age

$1,402.00 92%
$2,931.00 55%
$2,358.00 60%
$2,753.00 91%
$1,209.00 35%
$1,558.00 65%
$2,744.00 99%
$2,554.00 50%

2 FALSE
3 FALSE
4 FALSE
5
6
7
1
2
3
4
5
6
7
1
2
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columns C, D, E, F
 Dat

Exploring Basic Rules of Data Validation

Situations
Allow a user to enter any whole number only between 1 and 100 in the corresponding cell
Note: Give input message along with error message in case the entered number is out of range.

Prevent user to enter only numbers/text in the corresponding cell

Creating Simple Drop-down List of Names using Data Validation

Situation
Get the following names in the drop-down list in the corresponding cell

Name
Purnima Joshi
Ishita Pohoja
Aashna Jain
Nikita Maheshwari
Itika Gupta
Ashish Patra
Meenakshi Pareek
Prapti Patel
Anil Dhawan

Dynamic Data Validation (Drop Down) List

Situation
Get the dynamic list of following names in the drop-down in the corresponding cell

Name
Purnima Joshi
Ishita Pohoja
Aashna Jain
Nikita Maheshwari
 Itika Gupta
Ashish Patra
Meenakshi Pareek
Prapti Patel

Dependent Drop Down List

Region North
East Haryana
North Himachal Pradesh
South Jammu & Kashmir
West New Delhi
Punjab

Situation
Create a dependent drop-down list of states depending on the region
picked up in the primary drop-down

BREAK TIME: Over

Perform the Activity in the Break Time
Step 1: Define a name to the Region column
Step 2: Use that name reference to get the Primary Drop Down List of Regio
Step 3: Go and create name reference for each column for Secondary drop-
Step 4: Go to the secondary drop-down cell location, open data validation, a
 Data Validation

Result
0 in the corresponding cell 100
mber is out of range.

Result

corresponding cell

Result
Ashish Patra
 D65

D65

East

East South West

Arunachal Pradesh Andhra Pradesh Chhattisgarh
Assam Karnataka Goa
Manipur Kerala Madhya Pradesh
Orissa Tamilnadu Maharashtra
West Bengal Telangana Mumbai

Select Region South

Select State

Region column
nce to get the Primary Drop Down List of Region
reference for each column for Secondary drop-down
drop-down cell location, open data validation, and use INDIRECT function and supply the primary drop-down value
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-down value
Scenario Summary
Current Values: Product Price Increase Low Material
Changing Cells:
$C$37 $1,300 $1,350 $1,300
$C$42 $740 $740 $700
$C$44 $210 $210 $190
Result Cells:
$C$55 $ 4,940,000 $ 5,130,000 $ 4,940,000
$C$56 $ 4,806,500 $ 4,806,500 $ 4,578,500
$C$57 $ 133,500 $ 323,500 $ 361,500
Notes: Current Values column represents values of changing cells at
time Scenario Summary Report was created. Changing cells for each
scenario are highlighted in gray.
 What-If A

Goal Seek
Goal Seek feature, part of What-If Analysis works in the different way. It starts with the desired result and calcu

Situations 1: A person is looking to take a loan to buy a new house. He needs a loan amount of Rs.
58,000/- Per Month.

Loan Amount ₹ 5,000,000

Interest Rate 6.98%
Terms in Months 120
Monthly Payment ₹ 58,000

Exploring What-If Analysis with Examples

Situation
Run a different scenario such (e.g. with Reduced Pricing, Reduced Operations, Expanded Operations and Curre

ATHENA CYCLES
Income Analysis for the Athena Cycle
Revenue
Units Sold 3,800
Sales Price per Unit $1,300
Total Revenue $ 4,940,000

Variable Expenses
Units Produced 3,800
Material Cost per Unit $740
Total Material Cost $2,812,000
Manufacturing Cost per Unit $210
Total Manufacturing Cost $798,000
Total Variable Expenses $ 3,610,000

Fixed Expenses
Salaries and Benefits $ 616,500
Shipping and Distribution 190,000
Miscellaneous 390,000
Total Fixed Expenses $ 1,196,500

Summary
Total Revenue $ 4,940,000
Total Expenses $ 4,806,500
Net Income (Revenue - Expenses $ 133,500
 What-If Analysis - Goal Seek

way. It starts with the desired result and calculates the Input Value that gives you the result. In other words, it is used for Reverse calcula

ouse. He needs a loan amount of Rs. 50,00,000 for 120 months but monthly EMI should not exceed more th

Operations, Expanded Operations and Current Value) [Hint: Scenario Manager]

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words, it is used for Reverse calculations

MI should not exceed more than Rs.