Corality - Excel secrets and shortcuts

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Dr Liam Bastick (Director of Corality, Melbourne) explains various tools to save time and increase productivity when working with Excel.

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Corality - Excel secrets and shortcuts

  1. 1. CoralityExcel Secrets and Shortcuts
  2. 2. Keyboard shortcuts Mouse  Intuitive; useful for hyperlinks and placement 2 Keyboard 1  Can speed up working in Excel 3
  3. 3. Formats and stylesStyles are pre-defined formats to be applied to a cell Number format Alignment Font Border Patterns ProtectionCommon applications are Assumptions Headings Top sections of models Sensitivities
  4. 4. Example‘Assumption Section’ ‘Assumption’ ‘Table Heading’ Opex Assumptions‘Heading’ ‘Input’ Op. Costs Maintenance Major repair Frequency cost costs Roads Roads & roads drainage USD000 p.a. 680,084 2,470,249 3,246,250 5 years Buildings Clinic USD000 p.a. 5,459,072 171,164 - - Administration USD000 p.a. 414,767 240,683 55,000 1 years Water projects Potable and Fire water USD000 p.a. 1,757,980 164,764 100,000 1 years Fire Fighting USD000 p.a. 569,670 223,135 50,000 1 years Communication Communication & Security USD000 p.a. 289,248 224,279 60,000 1 years Power Distribution Power Distribution USD000 p.a. 254,516 1,455,247 1,744,098 5 years Total 9,425,337 4,949,521 5,255,348 ‘Unit’
  5. 5. Data validation Only allows certain entries in a cell Can use lists similar to Drop Down Boxes Difficult to identify Does not update automatically
  6. 6. Useful Functions:A subjective list
  7. 7. IF Evaluates a condition for TRUE or FALSE outcome and returns one specified value if the condition is TRUE and another specified value if the condition is FALSE Evaluate a condition or multiple conditions allowing the model developer to specify what to return for both the TRUE and FALSE outcomes  The "value_if_true" and "value_if_false" can be expressions with functions themselves  The most common function for conducting conditional tests on values and formulae
  8. 8. SUMIF Performs addition of cells or an array of cells if a given criteria is satisfied.  Allows the model developer to specify what cells to add according to the condition satisfied  Combinations of the functions "IF" and "SUM" can be replaced by a single "SUMIF" function
  9. 9. SUMPRODUCT Multiplies corresponding components in the given arrays, and returns the sum of those products.  Enables the user to avoid using complicated formulas by summing up the products of individual corresponding cells within the indicated arrays  Array arguments to be calculated must be of the same dimension
  10. 10. Example
  11. 11. LOOKUP The LOOKUP function returns a value either from a one-row or one-column range or from an array. The LOOKUP function has two syntax forms: the vector form and the array form.  Use the vector form when you have a large list of values to look up or when the values may change over time  Use the array form when you have a small list of values and the values remain constant over time
  12. 12. Example Replace an ‘assumption’ with a ‘lookup’ or ‘choose’ Last row can be copied down. All assumptions in the model could be in this format….
  13. 13. EOMONTH Returns the serial number for the last day of the month that is the indicated number of months before or after start date. Use this function to calculate maturity dates or due dates that fall on the last day of the month.  Excel stores dates as serial numbers so they can be used in calculations  If start_date is not a valid date, EOMONTH returns the #NUM! error value  If start_date plus months yields an invalid date, EOMONTH returns the #NUM! error value  Analysis Toolpak function
  14. 14. Example
  15. 15. INDEX Returns a value or the reference to a value from within a table or range. Used to return either the value or reference of a cell within a range for a given row and column.  On its own, this function will always output the value of the referenced cell  Its output may be return either a value or cell reference, when nested within certain functions
  16. 16. MATCH Returns the relative position of an item in an array that matches a specified value in a specified order.  MATCH returns the position of the item in the range, not the item itself
  17. 17. Thank you!SydneyMichael Michaelides+61 2 9222 9222sales@corality.comMelbourneLiam Bastick+61 3 8610 6301contact@corality.com

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