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# Excel chapter-8

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### Excel chapter-8

1. 1. Excel Chapter 8<br />Formula Auditing, Data Validation, and Complex Problem Solving<br />
2. 2. Objectives<br />Use formula auditing techniques to analyze a worksheet<br />Trace precedents and dependents<br />Add data validation rules to cells<br />Use trial and error to solve a problem on a worksheet<br />Use goal seeking to solve a problem<br />Circle invalid data on a worksheet<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
3. 3. Objectives<br />Use Excel’s Solver to solve a complex problem<br />Password-protect a workbook file<br />Use Excel’s Scenario Manager to record and save different sets of what-if assumptions<br />Create a Scenario Summary of scenarios<br />Create a Scenario PivotTable<br />Save a workbook for use in a previous version of Excel<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
4. 4. Plan Ahead<br />Analyze the formulas in the workbook to learn about the workbook<br />Establish data validation rules for changing cells<br />Propose strategies for solving a complex problem<br />Consider which cells in the worksheet constitute a scenario<br />Evaluate the steps to take in finalizing a workbook<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
5. 5. Starting Excel and Opening a Workbook<br />Start Excel<br />Open the file Perfected Packaging from the Data Files for Students and then save the workbook using the file name, Perfected Packaging2<br />If the Excel window is not maximized, double-click its title bar to maximize it<br />If the worksheet window in Excel is not maximized, click the Maximize button next to the Close button on its title bar to maximize the worksheet within Excel<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
6. 6. Starting Excel and Opening a Workbook<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
7. 7. Tracing Precedents<br />Click the Formulas tab on the Ribbon<br />Click cell E13 and then click the Trace Precedents button on the Ribbon to draw an arrow across the range B13:E13<br />Click the TracePrecedents button two more times to draw arrows indicating precedents of cells B13:D13 and the precedents of B12:D12<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
8. 8. Tracing Precedents<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
9. 9. Removing the Precedent Arrows<br />Click the Remove All Arrows button arrow to display the Remove All Arrows menu and then point to the Remove Precedent Arrows command on the Remove All Arrows menu<br />Click Remove Precedent Arrows to remove precedent arrows from the range B4:D12<br />Repeat Steps 1 and 2 to remove the remaining precedent arrows from the range B13:D13<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
10. 10. Removing the Precedent Arrows<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
11. 11. Tracing Dependents<br />Click cell B8 and then click the Trace Dependents button on the Ribbon to draw arrows to dependent cells E8 and B12<br />Click the Trace Dependents button two more times to draw arrows indicating the remaining dependents of cell B8<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
12. 12. Tracing Dependents<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
13. 13. Removing the Dependent Arrows<br />Click the Remove All Arrows button on the Ribbon to remove all of the dependent arrows<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
14. 14. Adding Data Validation to Cells<br />Select the range B8:B10<br />While holding down the CTRL key, select the range C8:C9<br />While holding down the CTRL key, select the cell D8<br />Click the Data tab on the Ribbon<br />Click the Data Validation button on the Ribbon to display the Data Validation dialog box<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
15. 15. Adding Data Validation to Cells<br />When Excel displays the Data Validation dialog box, click the Allow box arrow and then click Whole number in the Allow list<br />Click the Data box arrow and then click ‘greater than or equal to’ in the Data list<br />Type 0 in the Minimum box <br />Click the Input Message tab and then type Bags to Fill in the Title text box<br />Type Enter the number of bags to fill on the machine. The number must be a whole number that is greater than or equal to zero. in the Input message box<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
16. 16. Adding Data Validation to Cells<br />Click the Error Alert tab and then type Input Error in the Title text box<br />Type You must enter a whole number that is greater than or equal to zero. in the Error message box<br />Click the OK button<br />Click cell E21<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
17. 17. Adding Data Validation to Cells<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
18. 18. Opening the Watch Window and Adding Cells Watches<br />Click the Formulas tab on the Ribbon<br />Click the Watch Window button on the Ribbon to open the Watch Window<br />Click the Add Watch button on the Watch Window toolbar to display the Add Watch dialog box<br />If necessary, move the Add Watch dialog box so that rows 8 through 10 of column E are not hidden<br />Select the range E8:E10<br />Hold down the CTRL key and then click cell E13<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
19. 19. Opening the Watch Window and Adding Cells Watches<br />Click the Add button in the Add Watch dialog box<br />If necessary, expand the Name column to view the cell names in the third column and information about the four watched cells<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
20. 20. Opening the Watch Window and Adding Cells Watches<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
21. 21. Using Trial and Error to Attempt to Solve a Complex Problem<br />If necessary, resize the Watch Window so that only the cell watches appear<br />Click cell B8 and type 82.5 as the number of retail-sized bags to fill on Machine 1 and then press the ENTER key<br />Click the Retry button<br />Type 700 as the number of retail sized bags to fill on Machine 1 in cell B9<br />Click cell B10 and type 95 as the number of industrial- sized bags to fill on Machine 1<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
22. 22. Using Trial and Error to Attempt to Solve a Complex Problem<br />Click cell D8 and type 1500 as the number of consumer-sized bags to fill on Machine 3 and then press the ENTER key to display the new values and update the totals in the range B12:D13 and column E<br />Click cell B8 and type 1500 as the number of consumer sized bags to fill on Machine 1<br />Click cell D8, type 0 as the number of consumer-sized bags to fill on Machine 3, and then press the ENTER key. Select cell E19<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
23. 23. Using Trial and Error to Attempt to Solve a Complex Problem<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
24. 24. Using the Goal Seek Command to Attempt to Solve a Complex Problem<br />Click the Data tab on the Ribbon and then click the What- If Analysis button on the Ribbon to display the What-If Analysis menu<br />Click Goal Seek to display the Goal Seek dialog box<br />Type \$B\$12 in the Set cell text box<br />Click the To value text box<br />Type 120 and then click the ‘By changing cell’ text box<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
25. 25. Using the Goal Seek Command to Attempt to Solve a Complex Problem<br />Click cell B9 on the worksheet<br />If necessary, move the Goal Seek dialog box<br />Click the OK button to seek the goal of 120 minutes in cell B12<br />Click the OK button to close the Goal Seek Status dialog-box and display the updated worksheet.<br />Click cell E19 to deselect cell B12<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
26. 26. Using the Goal Seek Command to Attempt to Solve a Complex Problem<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
27. 27. Circling Invalid Data and Clearing Validation Circles<br />Click the Data Validation button arrow on the Ribbon to display the Data Validation menu<br />Click Circle Invalid Data on the Data Validation menu to place a red validation circle around cell B9<br />Click the Data Validation button arrow on the Ribbon to display the Data Validation menu<br />Click Clear Validation Circles on the Data Validation menu to clear the red validation circles<br />If necessary, select cell E19<br />Click the Close button on the Watch Window title bar to close the Watch Window<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
28. 28. Circling Invalid Data and Clearing Validation Circles<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
29. 29. Using Solver to Find the Optimal Solution to a Complex Problem<br />If necessary, click the Data tab on the Ribbon<br />Click the Solver button on the Ribbon to display the Solver Parameters dialog box<br />When Excel displays the Solver Parameters dialog box, click cell E13 to set the target cell to the name of cell E13, Total_Cost<br />Click Min in the Equal To area<br />Click the<br />Collapse Dialog button in the By Changing Cells area to minimize the Solver Parameters dialog box<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
30. 30. Using Solver to Find the Optimal Solution to a Complex Problem<br />Click the By Changing Cells box and then select the range B8:B10<br />Hold down the CTRL key and then select the ranges C8:C9 and D8<br />Click the Expand Dialog button on the right side of the minimized Solver Parameters dialog box to maximize it<br />Click the Add button to display the Add Constraint dialog box<br />If necessary, move the Add Constraint dialog box so that the range B8:B10 is visible<br />Select the range B8:B10 to set the value of the Cell Reference box<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
31. 31. Using Solver to Find the Optimal Solution to a Complex Problem<br />Click the middle box arrow and then select >= in the list<br />Type 0 in the Constraint box to set the constraint on the cells in the range B8:B10 to be greater than or equal to 0<br />Click the Add button<br />Select the range B8:B10 to set the value of the Cell Reference box<br />Click the middle box arrow and then select int in the list to set a constraint on the cells in the range B8:B10 to be assigned only integer values<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
32. 32. Using Solver to Find the Optimal Solution to a Complex Problem<br />Click the Add button<br />Click cell E8 to set the value of the Cell Reference box<br />Click the middle box arrow and then select >= in the list<br />Click the Constraint box and then click cell B17 to add a constraint to cell E8 indicating that its value must be greater than or equal to the value in cell B17<br />Click the Add button Enter the remaining constraints shown in Table 8–2 on page EX 651, beginning with the constraints for the range C8:C9<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
33. 33. Using Solver to Find the Optimal Solution to a Complex Problem<br />When finished with the final constraint, click the OK button in the Add Constraint dialog box to close it<br />Click the Options button.<br />When Excel displays the Solver Options dialog box, click Assume Linear Model<br />Click the OK button<br />Click the Solve button in the Solver Parameters dialog box to display the Solver Results dialog box, indicating that Solver found a solution to the problem<br />Click Answer in the Reports list<br />Click the OK button to display the values found by Solver and the newly recalculated totals<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
34. 34. Using Solver to Find the Optimal Solution to a Complex Problem<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
35. 35. Viewing the Solver Answer Report for Order 1<br />Click the Answer Report 1 tab at the bottom of the Excel window to display the Solver Answer Report<br />Drag the Answer Report 1 tab to the right of the Order Optimization tab<br />Double-click the Answer Report 1 tab and type Optimal Schedule Answer Report1 as the worksheet name<br />Click cell A1. Right-click the Optimal Schedule Answer Report1 tab and then point to Tab Color on the shortcut menu<br />Click Dark Teal, Text 2 (column 4, row 1)<br />Scroll down to view the remaining cells of the Answer Report<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
36. 36. Viewing the Solver Answer Report for Order 1<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
37. 37. Saving the Workbook with Passwords<br />Click the Order Optimization tab at the bottom of the window<br />Click the Office Button and then click Save As<br />Click the Tools button in the Save As dialog box<br />Click General Options on the Tools menu to display the General Options dialog box<br />Type mincost in the ‘Password to open’ text box<br />Type mincostin the ‘Password to modify’ text box<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
38. 38. Saving the Workbook with Passwords<br />Click the OK button<br />When Excel displays the Confirm Password dialog box, type mincost in the ‘Reenter password to proceed’ text box<br />Click the OK button<br />When Excel displays the Confirm Password dialog box, type mincost in the ‘Reenter password to modify’ text box<br />Click the OK button<br />Click the Save button in the Save As dialog box to save the file to the UDISK 2.0 (E:) drive with the file name, Perfected Packaging2. If the Microsoft Office Excel dialog box appears, click the OK button to close it<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
39. 39. Saving the Workbook with Passwords<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
40. 40. Saving the Current Data as a Scenario<br />With the Data tab active, click the What-If Analysis button on the Ribbon<br />Click Scenario Manager on the What-If Analysis menu to display the Scenario Manager dialog box, which indicates that no scenarios are defined<br />Click the Add button<br />When Excel displays the Add Scenario dialog box, type Order 1 in the Scenario name text box<br />Click the Collapse Dialog button<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
41. 41. Saving the Current Data as a Scenario<br />When Excel displays the Add Scenario - Changing cells dialog box, select the range B8:B10, hold down the CTRL key, and then select the ranges C8:C9, D8, and B16:B19<br />Release the CTRL key to display a marquee around the selected cells and assign the cells to the Changing cells text box<br />Click the Expand Dialog button to change the Add Scenario dialog box to the Edit Scenario dialog box<br />Click the OK button<br />Click the OK button to display the Order 1 scenario in the scenarios list<br />Click the Close button in the Scenario Manager dialog box<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
42. 42. Saving the Current Data as a Scenario<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
43. 43. Adding the Data for a New Scenario<br />Click cell B16 and type 200 as the maximum minutes for the order<br />Click cell B17 and type 1400 as the number of consumer-sized bags<br />Click cell B18 and type 1600 as the number of retail-sized bags<br />Click cell B19, type 300 as the number of industrial-sized bags, and then click cell E19<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
44. 44. Adding the Data for a New Scenario<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
45. 45. Using Solver to Find a New Solution<br />Click the Solver button on the Data tab on the Ribbon to display the Solver Parameters dialog box with the target cell, changing cells, and constraints used with Order 1<br />Click the Solve button to solve the problem using Solver<br />Click Answer in the Reports list<br />Click the OK button to display the values found by Solver<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
46. 46. Using Solver to Find a New Solution<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
47. 47. Viewing the Solver Answer Report for Order 2<br />Click the Answer Report 1 tab at the bottom of the Excel window<br />Drag the Answer Report 1 tab to the right of the Optimal Schedule Answer Report1 tab<br />Double-click the Answer Report 1 tab and type Optimal Schedule Answer Report2 as the worksheet name<br />Click cell A1<br />Right-click the Optimal Schedule Answer Report2 tab and then point to Tab Color on the shortcut menu<br />Click Bright Green, Accent 4 (column 8, row 1)<br />Scroll down to view the remaining cells of the Order 2 Answer Report<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
48. 48. Viewing the Solver Answer Report for Order 2<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
49. 49. Saving the Second Solver Solution as a Scenario<br />Click the Order Optimization tab at the bottom of the window<br />Click the What-If Analysis button on the Ribbon<br />Click Scenario Manager on the What-If Analysis menu to display the Scenario Manager dialog box<br />Click the Add button<br />Type Order 2 in the Scenario name text box<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
50. 50. Saving the Second Solver Solution as a Scenario<br />Click the OK button to display the Scenario Values dialog box with the current values from the worksheet<br />Click the OK button to display Order 2 along with Order 1 in the Scenarios list<br />Click the Close button<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
51. 51. Saving the Second Solver Solution as a Scenario<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
52. 52. Showing a Saved Scenario<br />Click the What-If Analysis button on the Ribbon<br />Click Scenario Manager on the What-If Analysis menu<br />If necessary, in the Scenario Manager dialog box, select Order 1 in the Scenarios list<br />Click the Show button and then click the Close button to display the data for the Order 1 scenario in the worksheet<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
53. 53. Showing a Saved Scenario<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
54. 54. Creating a Scenario Summary Worksheet<br />Click the What-If Analysis button on the Ribbon<br />Click Scenario Manager on the What-If Analysis menu to display the Scenario Manager dialog box<br />If necessary, in the Scenario Manager dialog box, select Order 1<br />Click the Summary button to display the Scenario Summary dialog box<br />Click the OK button<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
55. 55. Creating a Scenario Summary Worksheet<br />When Excel displays the Scenario Summary, double-click the Scenario Summary tab, type Orders Scenario Summary as the new worksheet name, and then press the ENTER key<br />Right-click the Orders Scenario Summary tab and then point to Tab Color on the shortcut menu<br />Click Black, Text 1, Lighter 50% (column 2, row 2)<br />Drag the Orders Scenario Summary tab to the right of the Optimal Schedule Answer Report2 tab<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
56. 56. Creating a Scenario Summary Worksheet<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
57. 57. Creating a Scenario PivotTable Worksheet<br />Scroll to the Order Optimization tab and then click the Order Optimization tab at the bottom of the window<br />Click the What-If Analysis button on the Ribbon and then click Scenario Manager to display the Scenario Manager dialog box<br />If necessary, when Excel displays the Scenario Manager dialog box, select Order 1<br />Click the Summary button to display the Scenario Summary dialog box<br />In the Scenario Summary dialog box, click Scenario PivotTable report in the Report type area<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
58. 58. Creating a Scenario PivotTable Worksheet<br />Click the OK button Double-click the Scenario PivotTable tab and type Order Scenario PivotTable as the worksheet name<br />Click cell A8<br />Right-click the Order Scenario PivotTable tab and then point to Tab Color on the shortcut menu<br />Click Lime, Accent 6 (column 10, row 1)<br />Drag the tab to the right of the Orders Scenario Summary tab<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
59. 59. Creating a Scenario PivotTable Worksheet<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
60. 60. Inspecting a Document for Hidden and Personal Information<br />Click the Order Optimization tab at the bottom of the Excel window<br />Click the Office Button and then point to the Prepare command on the Office Button menu<br />Click Inspect Document on the Prepare submenu to display the Document Inspector dialog box<br />Click the Inspect button in the Document Inspector dialog box to run the Document Inspector<br />Click the Close button in the Document Inspector dialog box<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
61. 61. Inspecting a Document for Hidden and Personal Information<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
62. 62. Checking Compatibility and Saving a Workbook Using the Excel 97-2003 Workbook File Format and Marking a Workbook as Final<br />Click the Office Button and then click the Save As button arrow on the Office Button menu to display the Save As submenu<br />Click Excel 97-2003 Workbook on the Save As submenu to display the Save As dialog box<br />Click the Save button in the Save As dialog box to display the Microsoft Office Excel dialog box<br />Click the No button in the Microsoft Office Excel dialog box to display the Microsoft Office Excel – Compatibility Checker dialog box<br />Click the Continue button in the Microsoft Office Excel – Compatibility Checker dialog box to save the workbook in the Excel 97-2003 Workbook file format<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
63. 63. Checking Compatibility and Saving a Workbook Using the Excel 97-2003 Workbook File Format and Marking a Workbook as Final<br />Click the Office Button, point to the Prepare command on the Office Button menu, and then point to the Mark as Final command on the Prepare submenu<br />Click Mark as Final to display the Microsoft Excel dialog box<br />Click the OK button and then click the OK button if the Compatibility Checker dialog box is displayed to display the Microsoft Office Excel dialog box<br />Click the OK button to close the Microsoft Office Excel dialog box<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
64. 64. Checking Compatibility and Saving a Workbook Using the Excel 97-2003 Workbook File Format and Marking a Workbook as Final<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
65. 65. Quitting Excel<br />Click the Close button on the right side of the title bar<br />If Excel displays a Microsoft Office Excel dialog box, click the No button<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
66. 66. Summary<br />Use formula auditing techniques to analyze a worksheet<br />Trace precedents and dependents<br />Add data validation rules to cells<br />Use trial and error to solve a problem on a worksheet<br />Use goal seeking to solve a problem<br />Circle invalid data on a worksheet<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
67. 67. Summary<br />Use Excel’s Solver to solve a complex problem<br />Password-protect a workbook file<br />Use Excel’s Scenario Manager to record and save different sets of what-if assumptions<br />Create a Scenario Summary of scenarios<br />Create a Scenario PivotTable<br />Save a workbook for use in a previous version of Excel<br />© OpenCastLabs Consulting. www.opencast-labs.com<br />
68. 68. Excel Chapter 8 Complete<br />