ASM452

MICROSOFT EXCEL
2016
Module 03: Working with Large
Worksheets, Charting, and What-If
Analysis

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ROADMAP

• Enter the headings and data in the

worksheet
• Enter formulas and functions in the
worksheet
• Create sparkline charts in a range of cells
• Format the worksheet
• Create a column chart on a separate chart
sheet
• Change views of the worksheet
• Ask what-if questions

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DATA

3
 TASK 1: HEADINGS AND DATA IN THE
WORKSHEET

• Rotate text in a cell

• Create a series of month names

4
OUTPUT

5
TASK 1: HEADINGS AND DATA IN THE
WORKSHEET

Copy, paste,
insert, and
delete cells

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DATA

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 TASK 2: FORMULAS AND FUNCTIONS IN THE WORKSHEET

• Use absolute, relative and mixed cell

references in a formula
Cell Type of Meaning
Reference Reference
$B$4 Absolute cell Both row & column remain the same
reference
B4 Relative cell Both row & column will be adjusted to reflect
reference the new location
B$4 Mixed reference The column reference changes

$B4 Mixed reference The row reference changes

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 TASK 2: FORMULAS AND FUNCTIONS IN THE WORKSHEET

RELATIVE CELL REFERENCE

Cell Row Title Formula

B5 Cost of Goods Sold =B4*(1-$B$19)

B6 Gross Margin =B4-B5 Revenue B4

B9 Bonus =IF(B4>=$B$21, $B$20,
0)
B10 Commission =B4*$B$22

B11 Size Rental =B4*$B$23

B12 Marketing =B4*$B$24

B13 Equipment Repair & =B4*$B$25

Maintenance
B14 Total Expenses =SUM(B9:B13)

B15 Operating Income =B6-B14)

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DATA

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DATA

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 TASK 2: FORMULAS AND FUNCTIONS IN THE WORKSHEET

MIXED CELL REFERENCE

Cell Row Title Formula

B5 Cost of Goods Sold =B4*(1-$B$19)

B6 Gross Margin =B4-B5 Revenue B4

B9 Bonus =IF(B4>=B21, B20, 0)

B10 Commission =B4*B22

B11 Size Rental =B4*B23

B12 Marketing =B4*B24

B13 Equipment Repair & =B4*B25

Maintenance
B14 Total Expenses =SUM(B9:B13)

B15 Operating Income =B6-B14)

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 TASK 2: FORMULAS AND FUNCTIONS IN THE WORKSHEET

• Use the IF function to perform a logical test

Bonus
=IF(B4>=B21, B20, 0)

IF Sales revenue is greater than $65,000 (B21) LOGICAL TEST

then, Bonus is $3500 TRUE

IF Sales revenue is less than $65,000 (B21)

then, Bonus is $0 FALSE

FORMULA ABSOLUTE CELL REFERENCE

=IF(B4>=$B$21, $B$20, 0)

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 TASK 2: FORMULAS AND FUNCTIONS IN THE WORKSHEET

MIXED CELL REFERENCE

Cell Row Title Formula

B5 Cost of Goods Sold =B4*(1-$B$19)

B6 Gross Margin =B4-B5 Revenue B4

B9 Bonus =IF(B4>=$B$21, $B$20,
0)
B10 Commission =B4*$B$21

B11 Size Rental =B4*$B$22

B12 Marketing =B4*$B$23

B13 Equipment Repair & =B4*$B$24

Maintenance
B14 Total Expenses =SUM(B9:B13)

B15 Operating Income =B6-B14)

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 TASK 3: CREATE SPARKLINE CHARTS

• Create and format sparkline charts

• Change sparkline chart types and styles

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TASK 3: CREATE SPARKLINE CHARTS

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SPARKLINES CHART

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CHANGE SPARKLINES CHART

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COLUMN SPARKLINES CHART

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 TASK 3: CREATE SPARKLINE CHARTS

• Create a clustered column chart on a

separate chart sheet
• Change the chart style and type

SELF-EXERCISE

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ADDING A CLUSTERED COLUMN CHART
TO THE WORKBOOK (1 OF 7)
• To Draw a Clustered Column Chart on a Separate Chart Sheet
Using the Recommended Charts Features
• Select a range to identify the range of the categories
• Hold down the CTRL key and select a non adjacent data range
• Click the Recommended Charts button on the INSERT tab to display
the Insert Chart dialog box with the Recommended Charts tab active
• Click the recommended chart to select it and then click the OK
button
• When Excel draws the chart, click the Move Chart button on the
CHART TOOLS DESIGN tab to display the Move Chart dialog box
• Click New sheet and then enter a name in the in the New sheet text
box to enter a sheet tab name for the chart sheet
• Click the OK button to move the chart to a new chart sheet with a
new sheet tab name

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 ADDING A CLUSTERED COLUMN CHART
TO THE WORKBOOK (2 OF 7)
• To Insert a Chart Title
• Click anywhere in the chart title placeholder to select it
• Select the text in the chart title placeholder and then type a new
chart title

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ADDING A CLUSTERED COLUMN CHART
TO THE WORKBOOK (3 OF 7)

• To Add Data Labels

• Click the Chart Elements button to display the CHART
ELEMENTS gallery
• Point to Data Labels to display an arrow and then click
the arrow to display the Data Labels fly-out menu
• Click a selection from the Data Labels fly-out menu so
that data labels are displayed as desired
• Click the Chart Elements button to close the gallery

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ADDING A CLUSTERED COLUMN CHART
TO THE WORKBOOK (4 OF 7)

• To Apply Chart Filters

• Click the Chart Filters button (on the chart) to display
the Chart Filters gallery
• In the SERIES section, click the desired check boxes to
remove their check marks and then click the Apply
button to filter these series from the chart
• Click the Chart Filters button to close the gallery

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 ADDING A CLUSTERED COLUMN CHART
TO THE WORKBOOK (5 OF 7)
• To Add an Axis Title to the Chart
• Click anywhere in the chart area outside the chart to select the chart, and
then click the Chart Elements button to display the CHART ELEMENTS
gallery
• Point to Axis Titles to display an arrow and then click the arrow to display
the Axis Titles fly-out menu
• Click an axis on the Axis Titles fly-out menu to add an axis title, and then
click the Chart Elements button to remove the CHART ELEMENTS gallery
• Select the placeholder text in the axis title and replace it with the desired
text
• Right-click the axis title to display a shortcut menu, and then click ‘Format
Axis Title’ on the shortcut menu to open the Format Axis Title task pane
• Click the TITLE OPTIONS tab, click the ‘Size & Properties’ button, and then, if
necessary, click the ALIGNMENT arrow to expand the ALIGNMENT section
• Click the Text direction arrow, and then click the desired direction from the
direction list to change the orientation of the axis title

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 ADDING A CLUSTERED COLUMN CHART
TO THE WORKBOOK (6 OF 7)
• To Change the Chart Style
• Click the More button on the CHART TOOLS DESIGN tab to display the
Chart Styles gallery
• Click a style to apply a new style to the chart

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ADDING A CLUSTERED COLUMN CHART
TO THE WORKBOOK (7 OF 7)

• To Modify the Chart Axis Number Format

• Right-click any value on the vertical axis to display the
shortcut menu, and then click Format Axis to open the
Format Axis task pane
• If necessary, click the AXIS OPTIONS tab and then scroll
until NUMBER is visible
• Click the NUMBER arrow to expand the NUMBER section
and then scroll to display options related to formatting
numbers
• Change the number to the desired format

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 TASK 4: CHANGE VIEWS OF THE WORKSHEET
ASK WHAT-IF QUESTIONS

• Reorder worksheet tabs

• Change the worksheet view
• Freeze and unfreeze rows and columns
• Answer what-if questions
• Goal seek to answer what-if questions
• Use the Smart Lookup insight
• Understand accessibility features

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 WHAT-IF ANALYSIS
• To Goal Seek
• If you know the result you want a formula to produce, you
can use goal seeking to determine the value of a cell on
which the formula depends
• Goal Seek command on the Data tab
• Goal seeking assumes you can change the value of only
one cell referenced directly or indirectly to reach a
specific goal for a value in another cell

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 INSIGHTS
• To Use the Smart Lookup Insight

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ACCESSIBILITY FEATURES

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 COMPLETION OF THIS MODULE
1. Determine the workbook structure
• Data, layout, features of workbook

2. Create the worksheet

• Enter titles, subtitles and headings
• Enter data, functions and formulas

3. Format the worksheet

• Titles, numbers, text

4. Create and use charts

• Select data
• Chart type
• Format chart
• Filter charts

5. Perform what-if analyses

• importance
• Adjust values
• Use goal-seek

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