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# Efm Excel Workshop

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• Good afternoon and welcome to EFM’s Excel workshop!
• ### Efm Excel Workshop

1. 2. Workshop Format <ul><li>1: Explain Features </li></ul><ul><li>Excel features explained in slides </li></ul><ul><li>Step-by-step </li></ul><ul><li>Traditional learning </li></ul><ul><li>2: Synchronized Task </li></ul><ul><li>Practical application </li></ul><ul><li>Important features from explanation </li></ul><ul><li>Learning by doing </li></ul><ul><li>3: Reference </li></ul><ul><li>Handouts online </li></ul><ul><li>Print at home for future reference </li></ul>
2. 3. Workshop Overview <ul><li>The Beginning </li></ul><ul><ul><li>Explanation of basic features </li></ul></ul><ul><ul><li>Synchronized Task #1 </li></ul></ul><ul><li>The Middle </li></ul><ul><ul><li>Explanation of advanced features </li></ul></ul><ul><ul><li>Synchronized Task #2 </li></ul></ul><ul><li>The Last Part </li></ul><ul><ul><li>Explanation of statistical features </li></ul></ul><ul><ul><li>Synchronized Task #3 </li></ul></ul><ul><li>Discussion </li></ul>
3. 4. Disclaimer <ul><li>This is NOT a statistics workshop! </li></ul><ul><li>Only technical info about Excel 2003 </li></ul>
4. 5. However… Let's have fun!
5. 6. The Beginning <ul><ul><ul><ul><li>Explanation of basic features </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Synchronized task #1 </li></ul></ul></ul></ul>
6. 7. Beginning Terminology <ul><li>Excel file = Workbook </li></ul>Parts of an Excel file = Worksheet
7. 8. Beginning Terminology Worksheet Tabs: Right-click for options
8. 9. Beginning Terminology <ul><li>Cell </li></ul>
9. 10. Beginning Terminology <ul><li>Cell </li></ul><ul><li>Row </li></ul>
10. 11. Beginning Terminology <ul><li>Cell </li></ul><ul><li>Row </li></ul><ul><li>Column </li></ul>
11. 12. Beginning Terminology <ul><li>Cell </li></ul><ul><li>Row </li></ul><ul><li>Column </li></ul><ul><li>Cell headings </li></ul>
12. 13. Beginning Terminology <ul><li>Cell </li></ul><ul><li>Row </li></ul><ul><li>Column </li></ul><ul><li>Cell headings </li></ul><ul><li>Cell reference </li></ul>
13. 14. <ul><li>Click row or column heading </li></ul>To Select Entire Rows/Columns
14. 15. <ul><li>Click row or column heading </li></ul><ul><li>Column A </li></ul>To Select Entire Rows/Columns
15. 16. <ul><li>Click row or column heading </li></ul><ul><li>Column A </li></ul><ul><li>Row 1 </li></ul>To Select Entire Rows/Columns
16. 17. <ul><li>Dates and times automatically recognized </li></ul>Entering Dates/Times
17. 18. <ul><li>Times by using a colon ( : ) </li></ul>Entering Dates/Times 16:30
18. 19. <ul><li>Dates by using either </li></ul><ul><li>dashes ( - ) or </li></ul><ul><li>Slashes ( / ) </li></ul>Entering Dates/Times 8-3-07 8/3/07
19. 20. <ul><li>Remember: Negative numbers in parentheses () </li></ul><ul><li>E.g. -34 is in Excel (34) </li></ul>Entering Data (34)
20. 21. Bored yet?
21. 22. Changing Cell Format <ul><li>Font </li></ul><ul><li>Text size </li></ul><ul><li>Text alignment (Left, center, or right) </li></ul><ul><li>Text decoration (Bold, italic, underline) </li></ul><ul><li>Cell border(s) </li></ul><ul><li>Cell color </li></ul><ul><li>Text color </li></ul>
22. 23. Changing Cell Format <ul><li>First, select cells </li></ul>
23. 24. Changing Cell Format <ul><li>Then, change format property </li></ul><ul><li>Font </li></ul>
24. 25. Changing Cell Format <ul><li>Then, change format property </li></ul><ul><li>Text size </li></ul>
25. 26. Changing Cell Format <ul><li>Then, change format property </li></ul><ul><li>Text decoration </li></ul>
26. 27. Changing Cell Format <ul><li>Then, change format property </li></ul><ul><li>Text alignment </li></ul>
27. 28. Changing Cell Format <ul><li>Then, change format property </li></ul><ul><li>Cell border(s) </li></ul>
28. 29. Changing Cell Format <ul><li>Then, change format property </li></ul><ul><li>Cell color </li></ul>
29. 30. Changing Cell Format <ul><li>Then, change format property </li></ul><ul><li>Text color </li></ul>
30. 31. Changing Cell Format <ul><li>Or, right-click </li></ul><ul><li>Select “Format Cells” </li></ul>
31. 32. Changing Cell Format <ul><li>Font </li></ul><ul><li>Text size </li></ul><ul><li>Text alignment </li></ul><ul><li>Text decoration </li></ul><ul><li>Text color </li></ul>“ Font” Tab
32. 33. <ul><li>Cell border </li></ul>Changing Cell Format “ Border” Tab
33. 34. <ul><li>Cell color </li></ul>Changing Cell Format “ Patterns” Tab
34. 35. Using Functions <ul><li>Formula bar </li></ul>
35. 36. Using Functions <ul><li>All functions, same syntax: </li></ul>=sum(345,432,C4,D5) Equals sign: Tells Excel that this is a function
36. 37. Using Functions <ul><li>All functions, same syntax: </li></ul>=sum(345,432,C4,D5) Function: Tells Excel which function
37. 38. Using Functions <ul><li>All functions, same syntax: </li></ul>=sum(345,432,C4,D5) Arguments: Tells Excel how to apply the function
38. 39. Using Functions <ul><li>All functions, same syntax: </li></ul>=sum(345,432,C4,D5) Arguments: Each separated by comma
39. 40. Using Functions <ul><li>All functions, same syntax: </li></ul>=sum(345,432,C4,D5) <ul><li>Numbers: </li></ul><ul><li>Applies function to numbers </li></ul><ul><li>Must change function </li></ul>
40. 41. Using Functions <ul><li>All functions, same syntax: </li></ul>=sum(345,432,C4,D5) <ul><li>Cell references: </li></ul><ul><li>Applies to cell values </li></ul><ul><li>Need not change function </li></ul>
41. 42. Using Functions <ul><li>All functions, same syntax: </li></ul>=sum(345,432,C4,D5) Translation: A cell with this function will display the result of: 345 + 432 + contents in C4 + contents in D5
42. 43. Everything clear so far?
43. 44. Using Functions <ul><li>Four ways: </li></ul><ul><li>Type directly </li></ul><ul><li>Use Auto-Sum button </li></ul><ul><li>Select from drop-down box </li></ul><ul><li>Call “Insert Functions” menu </li></ul>
44. 45. 1: Type Functions Directly <ul><li>Direct input into formula bar or cell </li></ul>=sum(34,45)
45. 46. 1: Type Functions Directly <ul><li>Cell references as arguments </li></ul><ul><li>Can be typed </li></ul><ul><li>Can be clicked </li></ul>=sum(B3,C3,D3)
46. 47. 2: Use Auto-Sum Button <ul><li>Clicking the Auto-Sum button: </li></ul><ul><li>Is quick </li></ul><ul><li>Inputs SUM() function immediately </li></ul>=sum()
47. 48. 2: Use Auto-Sum Button <ul><li>For more functions: </li></ul><ul><li>Click the downward arrow </li></ul><ul><li>Choose function to input </li></ul>
48. 49. 3: Select From Drop-Down Box <ul><li>For even more functions: </li></ul><ul><li>Enter an equals sign </li></ul><ul><li>Click drop-down arrow </li></ul><ul><li>Select function </li></ul>=
49. 50. 4: Call “Insert Function” Menu <ul><li>Click “Insert” </li></ul><ul><li>Select “ F unction…” </li></ul>
50. 51. Insert Function Menu <ul><li>Function Window: </li></ul><ul><li>Displays all functions </li></ul><ul><li>Select from here </li></ul>
51. 52. Insert Function Menu <ul><li>Description: </li></ul><ul><li>Describes selected function </li></ul><ul><li>Displays correct arguments </li></ul>
52. 53. Insert Function Menu <ul><li>Search Window: </li></ul><ul><li>Filters functions in function window </li></ul><ul><li>Input keywords to search </li></ul><ul><li>Click “ G o” </li></ul>
53. 54. Insert Function Menu <ul><li>Category Menu: </li></ul><ul><li>Filters functions in function window </li></ul><ul><li>Click drop-down arrow </li></ul><ul><li>Select a category </li></ul>
54. 55. Insert Function Menu <ul><li>Help link: </li></ul><ul><li>Displays Help topics relevant to selected function </li></ul>
55. 56. Auto-Filling Functions <ul><li>Same function on different values </li></ul><ul><li>Columns or rows </li></ul><ul><li>Great for grand totals </li></ul>
56. 57. Auto-Filling Functions <ul><li>Activated with fill handle </li></ul><ul><ul><li>Lower-right of selected cell </li></ul></ul><ul><ul><li>Cursor becomes a black cross </li></ul></ul>+
57. 58. Auto-Filling Functions <ul><li>Enter function </li></ul><ul><ul><li>Cell references as arguments </li></ul></ul>
58. 59. Auto-Filling Functions <ul><li>Enter function </li></ul><ul><ul><li>Cell references as arguments </li></ul></ul><ul><li>Drag fill handle over desired cells </li></ul>
59. 60. Exporting Tables to Word <ul><li>Putting your Excel table into your paper </li></ul>
60. 61. Exporting Tables to Word <ul><li>Select cells to export </li></ul>
61. 62. Exporting Tables to Word <ul><li>Select cells to export </li></ul><ul><li>Call “ E dit” menu </li></ul><ul><li>Select “ C opy” </li></ul>
62. 63. Exporting Tables to Word <ul><li>Open Word </li></ul><ul><li>Call “ E dit” menu </li></ul><ul><li>Select “ P aste” </li></ul>
63. 64. Exporting Tables to Word <ul><li>There it is! </li></ul>
64. 65. Questions?
65. 66. Synchronized Task #1 <ul><li>Create an Excel workbook </li></ul><ul><li>Enter functions </li></ul><ul><li>Auto-fill functions </li></ul><ul><li>Edit worksheet tabs </li></ul>
66. 67. The Middle <ul><ul><ul><ul><li>Explanation of advanced features </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Synchronized task #2 </li></ul></ul></ul></ul>
67. 68. Creating A Chart <ul><li>Visual representation of data </li></ul><ul><li>Make a chart in 10 seconds </li></ul>
68. 69. Creating A Chart <ul><li>Select data to be charted </li></ul>
69. 70. Creating A Chart <ul><li>Select data to be charted </li></ul><ul><li>Click Chart Wizard button </li></ul>
70. 71. Creating A Chart <ul><li>Select chart type </li></ul>
71. 72. Creating A Chart <ul><li>Select chart type </li></ul><ul><li>Click “ F inish” </li></ul>
72. 73. Creating A Chart <ul><li>Chart in 10 seconds! </li></ul><ul><li>Simple </li></ul><ul><li>No-frills </li></ul>
73. 74. More on Charts <ul><li>More options available </li></ul><ul><li>More chart types </li></ul><ul><li>Fully customizable </li></ul>
74. 75. More on Charts <ul><li>Example: non-adjacent rows: </li></ul>
75. 76. More on Charts <ul><li>Example: non-adjacent rows: </li></ul><ul><li>Start with the Chart Wizard </li></ul>
76. 77. More on Charts <ul><li>Select chart type </li></ul>
77. 78. More on Charts <ul><li>Select chart type </li></ul><ul><li>Click “ N ext >” </li></ul>
78. 79. <ul><li>Delete anything here </li></ul>More on Charts
79. 80. <ul><li>Click “Series” tab </li></ul>More on Charts
80. 81. <ul><li>Click “Series” tab </li></ul><ul><li>Click “ A dd” button </li></ul>More on Charts
81. 82. <ul><li>Click “Series” tab </li></ul><ul><li>Click “ A dd” button </li></ul><ul><li>Input series name </li></ul>More on Charts USA
82. 83. <ul><li>Click “Series” tab </li></ul><ul><li>Click “ A dd” button </li></ul><ul><li>Input series name </li></ul><ul><li>Click here for data </li></ul>More on Charts
83. 84. More on Charts <ul><li>Select data for first series </li></ul>
84. 85. More on Charts <ul><li>Select data for first series </li></ul><ul><li>Click to return to dialogue </li></ul>
85. 86. <ul><li>Repeat for Series 2 </li></ul><ul><li>Click “ A dd” button </li></ul><ul><li>Input series name </li></ul><ul><li>Click here for data </li></ul>More on Charts
86. 87. <ul><li>Repeat for Series 2 </li></ul><ul><li>Click “ A dd” button </li></ul><ul><li>Input series name </li></ul><ul><li>Click here for data </li></ul>More on Charts
87. 88. <ul><li>Repeat for Series 2 </li></ul><ul><li>Click “ A dd” button </li></ul><ul><li>Input series name </li></ul><ul><li>Click here for data </li></ul>More on Charts Argentina
88. 89. <ul><li>Repeat for Series 2 </li></ul><ul><li>Click “ A dd” button </li></ul><ul><li>Input series name </li></ul><ul><li>Click here for data </li></ul>More on Charts
89. 90. More on Charts <ul><li>Select data for second series </li></ul>
90. 91. More on Charts <ul><li>Select data for second series </li></ul><ul><li>Click to return to dialogue </li></ul>
91. 92. <ul><li>Notice chart preview </li></ul>More on Charts
92. 93. <ul><li>Notice chart preview </li></ul><ul><ul><li>X-axis has no labels </li></ul></ul>More on Charts
93. 94. <ul><li>Notice chart preview </li></ul><ul><ul><li>X-axis has no labels </li></ul></ul><ul><ul><li>Should be years </li></ul></ul>More on Charts
94. 95. <ul><li>Notice chart preview </li></ul><ul><ul><li>X-axis has no labels </li></ul></ul><ul><ul><li>Should be years </li></ul></ul><ul><li>For category labels, </li></ul><ul><ul><li>Click button </li></ul></ul>More on Charts
95. 96. More on Charts <ul><li>Select data for category labels </li></ul>
96. 97. More on Charts <ul><li>Select data for category labels </li></ul><ul><li>Click to return to dialogue </li></ul>
97. 98. <ul><li>Notice chart preview </li></ul><ul><ul><li>X-axis has no labels </li></ul></ul><ul><ul><li>Should be years </li></ul></ul><ul><li>For category labels, </li></ul><ul><ul><li>Click button </li></ul></ul><ul><li>Notice chart preview </li></ul><ul><ul><li>Years in place </li></ul></ul>More on Charts
98. 99. <ul><li>Notice chart preview </li></ul><ul><ul><li>X-axis has no labels </li></ul></ul><ul><ul><li>Should be years </li></ul></ul><ul><li>For category labels, </li></ul><ul><ul><li>Click button </li></ul></ul><ul><li>Notice chart preview </li></ul><ul><ul><li>Years in place </li></ul></ul><ul><li>Click “ N ext >” </li></ul>More on Charts
99. 100. More on Charts <ul><li>Change chart options: </li></ul><ul><li>Chart and axis titles </li></ul>
100. 101. <ul><li>Change chart options: </li></ul><ul><li>Axis labels </li></ul>More on Charts
101. 102. <ul><li>Change chart options: </li></ul><ul><li>Gridline display </li></ul>More on Charts
102. 103. <ul><li>Change chart options: </li></ul><ul><li>Legend display and location </li></ul>More on Charts
103. 104. <ul><li>Change chart options: </li></ul><ul><li>Data label display </li></ul>More on Charts
104. 105. <ul><li>Change chart options: </li></ul><ul><li>Data table display </li></ul>More on Charts
105. 106. <ul><li>When finished with options: </li></ul><ul><li>Click “ N ext >” </li></ul>More on Charts
106. 107. <ul><li>Chart location: </li></ul><ul><li>Click for new worksheet </li></ul>More on Charts
107. 108. <ul><li>Chart location: </li></ul><ul><li>Click for existing worksheet </li></ul>More on Charts
108. 109. <ul><li>Chart location: </li></ul><ul><li>Click “ F inish” </li></ul>More on Charts
109. 110. Exporting Charts to Word <ul><li>Copy and paste </li></ul><ul><li>Just like exporting tables </li></ul>
110. 111. Questions?
111. 112. Freezing Panes <ul><li>For large worksheets </li></ul><ul><li>Scrolling makes titles disappear </li></ul>
112. 113. Freezing Panes <ul><li>For large worksheets </li></ul><ul><li>Scrolling makes titles disappear </li></ul>
113. 114. Freezing Panes <ul><li>For large worksheets </li></ul><ul><li>Scrolling makes titles disappear </li></ul>
114. 115. Freezing Panes <ul><li>Keep titles on page while scrolling data </li></ul>
115. 116. Freezing Panes <ul><li>To freeze rows: </li></ul><ul><li>Select row below last to be frozen </li></ul>
116. 117. Freezing Panes <ul><li>To freeze rows: </li></ul><ul><li>Select row below last to be frozen </li></ul><ul><li>Call “ W indow” menu </li></ul><ul><li>Select “ F reeze Panes” </li></ul>
117. 118. Freezing Panes <ul><li>To freeze columns: </li></ul><ul><li>Select column right of last to be frozen </li></ul>
118. 119. Freezing Panes <ul><li>To freeze columns: </li></ul><ul><li>Select column right of last to be frozen </li></ul><ul><li>Call “ W indow” menu </li></ul><ul><li>Select “ F reeze Panes” </li></ul>
119. 120. Freezing Panes <ul><li>To freeze rows and columns: </li></ul><ul><li>Select cell below and to the right </li></ul>
120. 121. Freezing Panes <ul><li>To freeze rows and columns: </li></ul><ul><li>Select cell below and to the right </li></ul><ul><li>Call “ W indow” menu </li></ul><ul><li>Select “ F reeze Panes” </li></ul>
121. 122. Freezing Panes <ul><li>Titles stay while scrolling! </li></ul>
122. 123. Freezing Panes <ul><li>Titles stay while scrolling! </li></ul>
123. 124. Freezing Panes <ul><li>Titles stay while scrolling! </li></ul>
124. 125. Questions?
125. 126. Synchronized Task #2 <ul><li>Download sample workbook </li></ul><ul><li>Create a chart </li></ul><ul><li>Use Chart Options </li></ul><ul><li>Freeze Panes </li></ul>
126. 127. The Last Part <ul><ul><ul><ul><li>Explanation of statistical features </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Synchronized task #3 </li></ul></ul></ul></ul>
127. 128. Data Analysis Menu <ul><li>Menu contains all statistics tools </li></ul>
128. 129. Data Analysis Menu <ul><li>Menu contains all statistics tools </li></ul><ul><li>Call Menu: </li></ul><ul><li>Click “ T ools” </li></ul>
129. 130. Data Analysis Menu <ul><li>Menu contains all statistics tools </li></ul><ul><li>Call Menu: </li></ul><ul><li>Click “ T ools” </li></ul><ul><li>Select “ D ata Analysis…” </li></ul>
130. 131. Data Analysis Menu <ul><li>Menu contains all statistics tools </li></ul>
131. 132. Descriptive Statistics
132. 133. Descriptive Statistics <ul><li>Input Range: </li></ul><ul><li>Tells Excel which data to analyze </li></ul>
133. 134. Descriptive Statistics <ul><li>Grouped by: </li></ul><ul><li>Columns or rows? </li></ul>
134. 135. Descriptive Statistics <ul><li>If labels in first row/column: </li></ul><ul><li>This box must be checked </li></ul>
135. 136. Descriptive Statistics <ul><li>Output Options: </li></ul><ul><li>Output in existing worksheet, new worksheet, or new workbook? </li></ul>
136. 137. Descriptive Statistics <ul><li>Further information: </li></ul><ul><li>Check boxes to include additional info </li></ul>
137. 138. T-Tests
138. 139. T-Tests <ul><li>Input: </li></ul><ul><li>Ranges for each variable in dataset </li></ul>
139. 140. T-Tests <ul><li>Hypothesized Mean Difference: </li></ul><ul><li>If null hypothesis is µ1-µ2=0, then input 0 </li></ul>
140. 141. T-Tests <ul><li>Labels: </li></ul><ul><li>Check if first row/column has labels </li></ul>
141. 142. T-Tests <ul><li>Alpha: </li></ul><ul><li>Enter test confidence level </li></ul><ul><li>Must be value from 0 to 1 </li></ul>
142. 143. T-Tests <ul><li>Output Options: </li></ul><ul><li>Output in existing worksheet, new worksheet, or new workbook? </li></ul>
143. 144. Z-Tests
144. 145. Z-Tests <ul><li>Input: </li></ul><ul><li>Range in workbook for variables </li></ul>
145. 146. Z-Tests <ul><li>Hypothesized Mean Difference: </li></ul><ul><li>If null hypothesis is µ1-µ2=0, then input 0 </li></ul>
146. 147. Z-Tests <ul><li>Variable Variances: </li></ul><ul><li>Known population variance per variable </li></ul>
147. 148. Z-Tests <ul><li>Labels: </li></ul><ul><li>Check if first row/column has labels </li></ul>
148. 149. Z-Tests <ul><li>Alpha: </li></ul><ul><li>Enter test confidence level </li></ul><ul><li>Must be value from 0 to 1 </li></ul>
149. 150. Z-Tests <ul><li>Output Options: </li></ul><ul><li>Output in existing worksheet, new worksheet, or new workbook? </li></ul>
150. 151. ANOVA
151. 152. ANOVA <ul><li>Input: </li></ul><ul><li>Range in workbook for variables </li></ul>
152. 153. ANOVA <ul><li>Grouped by: </li></ul><ul><li>Columns or rows? </li></ul>
153. 154. ANOVA <ul><li>Labels: </li></ul><ul><li>Check if first row/column has labels </li></ul>
154. 155. ANOVA <ul><li>Alpha: </li></ul><ul><li>Enter test confidence level </li></ul><ul><li>Must be value from 0 to 1 </li></ul>
155. 156. ANOVA <ul><li>Output Options: </li></ul><ul><li>Output in existing worksheet, new worksheet, or new workbook? </li></ul>
156. 157. Regression
157. 158. Regression <ul><li>Input: </li></ul><ul><li>Range in workbook for variables </li></ul>
158. 159. Regression <ul><li>Labels: </li></ul><ul><li>Check if first row/column has labels </li></ul>
159. 160. Regression <ul><li>Confidence Level: </li></ul><ul><li>Check box to include additional level in output </li></ul>
160. 161. Regression <ul><li>Constant is Zero: </li></ul><ul><li>Check box to force regression line to pass through zero </li></ul>
161. 162. Regression <ul><li>Output Options: </li></ul><ul><li>Output in existing worksheet, new worksheet, or new workbook? </li></ul>
162. 163. Regression <ul><li>Plot Options: </li></ul><ul><li>Check boxes to include additional plots in output </li></ul>
163. 164. Questions, SUCKA?
164. 165. Synchronized Task #3 <ul><li>Use sample workbook </li></ul><ul><li>Perform statistical tests </li></ul><ul><li>YOU get to choose which tests! </li></ul>
165. 166. Discussion <ul><li>Any more questions? </li></ul><ul><li>Any complaints or comments? </li></ul>
166. 167. Thanks, and have a great day, FOOL!
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