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Week1 Excel Introduction

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5 views

Week1 Excel Introduction

Uploaded by

g00093322
Copyright
© © All Rights Reserved
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 30

Introduction to Excel

Chapters 24, 25, and 26

1
Outline

 Basics about Excel


 Copying the formula by dragging
 Formatting cells
 Relative to Absolute references
 Excel shortcuts
 Excel Charts
 Data functions
 Main Excel shortcuts and functions

2
Basics about Excel

 Open, create, save, and close an Excel file

3
Copying the formula by
dragging
 Copy the formula in B4 cell for all the
remaining years

4
Copying the formula by
dragging
 Instead of dragging cell B4, there’s an even
simpler way to copy.
 Put your cursor on the handle and double-
click with the left mouse button
 The formula will be copied through the last
row of the adjacent filled column.
 In this case: from cell B5 through B13.

5
Formatting cells

 Press right mouse button and choose


Format Cells

6
Relative to Absolute
references
 Convert the following amounts in EUR into
USD given an exchange rate of
1.29USD/EUR

7
Exercise: Building
multiplication table
 Build multiplication table using relative and
absolute copying

A B C D E F G
1 BUILDING A MULTIPLICATION TABLE IN EXCEL
2
3 1 2 3 4 5
4 1
5 2
3
Here's where you put the
6
7 4 multiplication table
8 5

8
Shortcuts in Excel: Shift+Ctrl+Down
Arrow

9
Shortcuts in Excel:
Alt+Ctrl+Down Arrow

10
Main Excel Shortcuts

 Ctrl+Z Undo
 Ctrl+C Copy,
 Ctrl+V Paste,
 Ctrl+X Cut
 Ctrl+F Find
 Ctrl+H Find&Replace
 Ctrl+P Print
 Ctrl+S Save
 Ctrl + pgdown or up  move between sheets
11
Main Excel Shortcuts

 Ctrl+F4 Save and Close


 Ctrl+A Select all cells
 Ctrl+Home Select A1
 Ctrl+End Select last cell in used range
 Ctrl+Shift+End Select from active cell to last
cell in used range
 Ctrl+Shift+Home Select from active cell
to A1

12
Main Excel Shortcuts

 Ctrl+Page Down Move to the previous sheet


 Ctrl+Page Up Move to the next sheet
 Ctrl+Tab Move to next open workbook
 Ctrl+N Open new workbook
 Ctrl+shift+: Current time

13
Excel Charts

14
Excel Charts
A B C D E F G H I J
CHART TITLES THAT UPDATE
1 Step 5: Edit chart for minor esthetics
2 Growth 14%
3
4 Year Cash flow
5 1 100.00 Cash Flow growth = 14.00%
6 2 114.00 <-- =B5*(1+$B$2) 180
7 3 129.96 160
8 4 148.15 140
9 5 168.90 120
10
100
11
80
12
13 60
14 40
15 20
16 0
17 1 2 3 4 5
18
19 Chart title below
20 Cash Flow growth = 14.00%

15
Excel Charts

 Use the Lecture1-IBM.xlsx file


A B C D E F G H I J K
PRICE OF FORD MOTOR
1 CO. STOCK
Daily
volume
2 Date Price (millions)
180.00
3 30-Jun-00 19.45 13.68
4 3-Jul-00 21.29 5.77 160.00
5 1-Aug-00 19.33 9.18
6 1-Sep-00 20.38 9.56 140.00
7 2-Oct-00 21.12 5.30
8 1-Nov-00 18.40 4.96 120.00
9 1-Dec-00 18.96 6.08 Price
10 2-Jan-01 23.05 6.23 100.00
11 1-Feb-01 22.73 5.02
12 1-Mar-01 22.99 6.13 80.00 Daily
13 2-Apr-01 24.35 5.97 volume
60.00 (millions)
14 1-May-01 20.11 6.91
15 1-Jun-01 20.27 5.94 40.00
16 2-Jul-01 21.03 4.20
17 1-Aug-01 16.61 5.91 20.00
18 4-Sep-01 14.50 9.04
19 1-Oct-01 13.54 5.88 0.00
20 1-Nov-01 15.98 5.61 6-Dec-99
19-Apr-01
1-Sep-02
14-Jan-04
28-May-05
10-Oct-06
22-Feb-08
6-Jul-09
18-Nov-10
1-Apr-12
21 3-Dec-01 13.26 7.58
22 2-Jan-02 13.00 17.02
23 1-Feb-02 12.64 9.95
24 1-Mar-02 14.01 10.46
25 1-Apr-02 13.59 7.51

16
Excel Filters

 Use Lecture1-DataStream.xlsx file


 Find stocks that are traded on Abu Dhabi
Stock Exchange
 Extract stocks that are traded (currency) in
EUR
 Extract dead stocks

17
Conditional Formatting

 Highlight cells where the stock status is


“Dead”

18
Sort Data in Excel

 Sort DataStream File by Market


 Sort DataStream File by Market, Currency
 Sort DataStream File by Market, Currency,
Status

19
Remove Duplicates

 What are the different markets where


DataStream stocks are listed?

20
What-if/Goal seek

 Solve for X given that 6*X-100=0

21
Solver

 Solve for X given that 6*X-100=0

22
Regression

 Download Lecture1-Grades.xlsx file


 Run a regression where the dependent
variable is “GPA” and the explanatory
variable is “Time spent to study FIN394”

23
Data Subtotal

 Calculate the average time spent to study


FIN394 per GPA

24
Main Excel Functions
 SUM
 AVERAGE
 MIN
 MAX
 STDEVP/STD or STDEV.P/STDEV.S
 VARP/VAR or VAR.P/VAR.S
 EXP, LN
 Round, RoundDown, RoundUp, Trunc

25
Main Excel Functions

 IF
 SUMIF
 AVERAGEIF

Category Food Sales


Vegetables Tomatoes $2,300.00
Vegetables Celery $5,500.00
Fruits Oranges $800.00
Grocery Butter $400.00
Vegetables Carrots $4,200.00
Fruits Apples $1,200.00

26
Main Excel Functions
 VLOOKUP: convert the GPA into a letter grade
in Lecture1-Grades.xlsx file. Use
“Grade_Conversion” sheet
 Text functions: LEFT, RIGHT, MID, LEN
 Financial functions: NPV, IRR, FV, PV, PMT,
RATE, NPER

27
Macros

 An Excel macro is a set of instructions that


can be triggered by a keyboard shortcut,
toolbar button or an icon in a spreadsheet
 Macros are used to eliminate the need to
repeat the steps of common tasks over and
over

28
Record and Run Macros

29
Macros

 Sub Multiplication1()
 For x = 1 To 10
 Cells(x, 3) = Cells(x, 1) * Cells(x, 2)
 Next x
 End Sub

30

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