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Microsoft Excel – Advance level
Mahfuzul Huq
Data Science
mahfuzulhuq@live.com
https://www.linkedin.com/in/mahfuzul-huq-49371126/
2
Content
S/N Content Time
1 Overview on Database and Spread Sheet 10 Min
2 Data validation, protecting and sharing, conditional formatting 30 Min
3 Few important formulas which will reduce working time dramatically 30 Min
4 Analytical tool – PivotTable and its uses and advantage 30 Min
5 Chart/Graph(Basic) 30 Min
6 Macro (Basic) 30 Min
7 Exercise – Lets prepare a Dashboard * 30 Min
* mandatory
Database Dashboard
Savings through nego PR to PO Cycle Payment Cycle
Monthly
Performan
Overall SCM Score Card
L2 Target
L3 Target
L4 Target
106.5%
L2 Target
L3 Target
L4 Target
114.9%
L2 Target
L3 Target
L4 Target
93.5%
L2 Target
L3 Target
L4 Target
102.9%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
1 2 3 4 5 6 2H13
Savings thourgh Nego
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
1 2 3 4 5 6 2H13
PR to PO Cycle Time
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
1 2 3 4 5 6 2H13
Payment Cycle Time
3
Data is a collection of facts, such as values or measurements. It can be Number, currency, text,
date, time etc.
A database is an organized collection of data.
In relational databases and flat file databases, a table is an organized set of data elements (values)
using a model of vertical columns
A unique key or primary key is a key that uniquely
defines the characteristics of each row.
A recording, record, records or the record may
mean: An item or collection of data:
Secondary Key. An entity may have one or more
choices for the primary key. Collectively these are
known as candidate keys
In the context of relational databases, a foreign key
is a field (or collection of fields) in one table that
uniquely identifies a row of another table.
Overview on Spread Sheet & Database
4
Spreadsheet and Database
 Workbook
 Sheet
 Table
 Column
 Row
 Field/Cell
 Save As
 New file/Template
 Info
 Recent
 New file/Template
 Print
 Option
 Quick Access Toolbar
 Ribbon
 Status bar
A spreadsheet is an
interactive computer
application program for
organization and analysis
of data in tabular form.
5
Spreadsheet and Database
 Workbook
 Sheet
 Table
 Column
 Row
 Field/Cell
 Save As
 New file/Template
 Info
 Recent
 New file/Template
 Print
 Option
 Quick Access Toolbar
 Ribbon
 Status bar
Few things we are going to discuss …
1
How to save a macro file
2
How to save a template for future use
3
How to customize “Quick Access Toolbar”
4
How to customize Ribbon
5
How to use status bar
6
How to freeze and arrange window
7
How to format
8
How to enable macro/security
Spreadsheet and Database
How to customize “Quick Access Toolbar” (QAT)
1
Rearrange button in QA
2
Universal/This file
Click on file tab
4
Click on Option
5
Click QAT
6
Available button
7
This part is visible
8
Add/remove button
1
2
3
3
QAT rearrange9
4
5
6
7
8
9
4
Steps
By clicking RIGHT MOUSE on any button we can quickly go to QAT
1
Spreadsheet and Database
How to customize Ribbon
1
Rearrange button in QA
2
Choose available info
This a ribbon
4
Click on file
5
Click on Option
6
Available button
7
This part is visible
8
Add/remove button
3
New Tab/Group/Rename9
Steps
2
3
4
4
5 6 7
8
9 9 9
By clicking RIGHT MOUSE on any button we can quickly go to QAT
1
1
2 3 4 4
4 4 5 6
Spreadsheet and Database
How to use status bar
1
Right click on status ba
2
Select/deselect by
clicking
This a “Status Bar”
4
Cell Mode
5
Macro
6
Many results
7
Zoom
8
Page Layout
3
n/a9
Steps
7
8
Spreadsheet and Database
How to format cells
1
Font
2
Border
Select desired cells
4
Click right mouse on
any selected cells
5
Click on Format Cells
and find window
6
Lets say color fill
7
Alignment
8
Number format
3
Protection9
Steps
1
2
4
4
3
4
4 4
5
6
7
8 9After formatting by filling colors file may look like as follows:
Spreadsheet and Database
How to freeze and arrange window
1
Hide workbook
2
Border
Put the cursor in the
desired place
4
Click on freeze
panes button
5
Click on desired
option
6
New window
7
Split window
8
Arrange all window
3
Protection9
Steps
1
2
3
Place the cursor in the place from where up and left side will be freezed
2
4 5
6
7
5
6
After clicking OK (Arrange All Window), all active window will be displayed
Spreadsheet and Database
How to enable macro/security (try if macro don’t run)
1
n/a
2
n/a
Click on file tab
4
Click on Option
5
Click on Trust Center
Settings…
6
Click on macro Settings
7
Protected view
8
Select option
3
n/a9
Steps
1
2
3
4
5
6
6
Spreadsheet and Database
How to save a macro file/Template file
1
n/a
2
n/a
Click on file tab
4
Click on Save As
5
Select File type
6
After savings
7
Protected view
8
Select option
3
n/a9
Steps
1
2 3
4
Spreadsheet and Database
Password setting
1
n/a
2
n/a
Click on file tab
4
Click on Save As
5
Click on Tools
6
Click on General Option
7
Re-enter password
8
Enter password
3
n/a9
Steps
1
2
3
4
5
6
14
Spreadsheet and Database
Exercise …
1
Set password in your file (Please remember your password)
2
3
Add Printer and Print Preview icon in the Quick Access Toolbar
4
Add Developer Tab in the Ribbon
5
Prepare the RAW file for final Database with color formatting
6
Use freeze in the database
7
Try to show sum and average in the status bar
Save the file as Macro Enable File
Data Validation & Data Protecting
Few things we are going to discuss …
1
Traffic light uses
2
3
Prevent invalid data e.g. enter only number and date
4
No validation but instruction (Input message) to enter data
5
Enter data from dropdown (from list)
6
Protect all sheet except few columns
7
Share the workbook
Want to see complete info in GREEN and incomplete info in RED
Prevent invalid data e.g. enter only number and date
1
Input (right & wrong)
2
Input message
Click on Data tab
4
Click on Data
Validation
5
Click on Tools
6
Enter Allow, Range
Data, Min & Max tec
7
Error Alert
8
Input Message
3
Wrong Input message9
Steps
1
2
2
4
By default any value is allowed
4
4
4
5 6
5
6
7
89
Data Validation & Data Protecting
4
4
Enter data from dropdown (from list)
1
Input (right & wrong)
2
Name same as link
Prepare list
4
Select the area
5
Click on Data Validation
6
Select List from Allow
combo
7
Select “Ignore Blank”
8
Address Source
3
‘=INDIRECT
(dependable link)
9
Steps
Data Validation & Data Protecting
1
1
3
4
5
6
8
9
Allow few column/cell to provide info
1
Try to put info
2
Protect other than
selected area
Select column/cell
4
Click on Review Tab
5
Click on “Allow people
edit range”
6
Click new & OK
7
Provide password
8
Click on “Protect
Sheet”
3
n/a9
Steps
Data Validation & Data Protecting
1 1 1 1 1 1 1
2
3
4
5
6
7
8
Sharing workbook
1
File is shared
2
Track changes
Click on Review Tab
4
Click on Share
Workbook icon
5
Checked it
6
Click on Advance Tab
7
Click OK
8
Change if required
3
n/a9
Steps
File Sharing & Conditional formatting
1
2
3
4
7
8
8
Completed info in GREEN and incomplete info in RED
1
Click on Fill Effects
2
Select Shading style
Click on File Tab
4
Click on Conditional
Formatting
5
Click on Manage Rules
6
Click on New Rule
7
Click on Format
8
Click on Rule Type
3
Click OK
Multiple rules possible
9
Steps
File Sharing & Conditional formatting
1
2
3
4
5
6
7
8
9
Traffic light uses
1
Click on Fill Effects
2
Select Shading style
Click on File Tab
4
Click on Conditional
Formatting
5
Click on Manage Rules
6
Click on New Rule
7
Click on Format
8
Click on Rule Type
3
Click OK9
Steps
File Sharing & Conditional formatting
Validation, Protecting, Sharing & Conditional formatting
Exercise …
1
Traffic light uses
2
3
Prevent invalid in two columns other than number and date respectively
4
Use only Input message instructing to update data in right format
5
In a column only dropdown (from list) values are allowed
6
Protect all sheet except few columns
7
Share the workbook
Want to see complete info in GREEN and incomplete info in RED
Few important function/formulas
Few things we are going to discuss …
1
Rank, small, large
2
3
Vlookup, Hlookup, Offset, index, match
4
Sum, sumif, sumifs, subtotal, sumproduct
5
Count, countif, countifs, Counta
6
average, averageif, averageifs
7
if (ifs)
Mid, right, left, trim, find, AND, OR, CONCATENATE (&)
Formula auditing8
Few important function/formulas
Vlookup, Hlookup, Offset, index, match
1
2
What you are looking for (Primary key of another table)
Where you are looking , it should start from Primary key and end desired column
How are is your data from starting column
VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup])
2
1
3
4
3
4 What type of match you want
Few important function/formulas
Sum, sumif, sumifs, subtotal, sumproduct
2
The column/range where we need to find the criteria
Criteria – what you are looking for
Values will be sum for this column/range
SUMIF(range, criteria, [sum_range])
1
3
3
4 n/a
SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2, criteria2], ...)
1
2
3 2
1
2
1
Few important function/formulas
Count, countif, countifs, Counta
2
Where you looking for to count
Criteria – what you want to count
n/a
COUNTIF(range, criteria)
1
3
4 n/a
COUNTIFS(criteria_range1, criteria1, [criteria_range2, criteria2]…)
1 2
1 2 1 2
Few important function/formulas
average, averageif, averageifs
2
The column where you will find the criteria
Criteria – if this criteria meet your requirement than do average
If the criteria found in the range than this column’s respective values
average will be the result
AVERAGEIF(range, criteria, [average_range])
1
3
4 n/a
AVERAGEIFS(average_range, criteria_range1, criteria1, [criteria_range2, criteria2],...)
1
2
1 2
3
3
Few important function/formulas
if (ifs)
2
n/a
n/a
n/a
IF(logical_test, [value_if_true], [value_if_false])
1
3
4 n/a
[value_if_true]/[value_if_false] = IF(logical_test, [value_if_true], [value_if_false])
1
2
1
3
3
2
3
2
Few important function/formulas
Formula Auditing
2
Find formula
Keep cursor & click
Keep cursor & click
1
3
4 Remove arrows
Steps
1 1
1
5 Select & Click OK
2
3
4
5
30
PivotTable
We are going to discuss the following:
1
How to add Slicer
2
How to format Slicer
3
How to create PivotTable
4
How to add column, row, filter and values (incl format)
5
How to add/delete subtotal and group/ungroup
6
How to format PivotTable
7
How to add formula field
8
How to add new row/column in PivotTable
31
PivotTable
Create and format PivotTable
1
Remove auto fit
2
Select Classic
3
Select the Table
4
Click on PivotTable in
Insert Tab
5
Click OK
6
It will look like
7
Drag and Drop
8
Right click on Pivot Table,
click on Option or go to
Option Tab
Steps
1
2
3
4
5
5
6
7
8
6
32
PivotTable
Format and design PivotTable
1
n/a
2
n/a
3
Click on PivotTable
4
Click on Design Tab
and select design
5
Right click PivotTable a
select Expand/Collapse
click +/- sign
6
7
Final PivotTable
8
Right click on Pivot Tab
and click on subtotal
Steps
1
2
3
5
33
PivotTable
How to add formula field & other default calculation
1
Final Pivot using
calculation fields
2
You can use same fields
many times in values
3
Click on PivotTable
4
Click on Option Tab and
select from calculation
Group
5
Name it
6
7
PivotTable may look
like
8
Right click on Pivot Tab
and click on subtotal
Steps
1
3
Inserting field
prepare the formula
4
4
5
7
34
PivotTable
How to add and format Slicer
1
Format as you like
2
You can fix the button
3
Click on PivotTable
4
Click on Insert Tab and
click on Slicer
5
Select field(s)
6
7
Click on Slicer
8
Find Option Button
Steps
It will look like
1
2
2
3
4
5
6
7
8 8
35
Chart/Graph
We are going to discuss the following:
1
n/a
2
n/a
3
How to create a simple chart
4
How to Create a Secondary Chart and add it to Primary Chart
5
How to format a Chart e.g. Bar width, label, axis title, background etc.
6
How to create a Speedometer Chart to show Performance Score
7
How to change design, layout and format
8
How to use a Camera Tool (not a part of Chart)
36
Chart/Graph
Create a Simple Chart
1
n/a
2
n/a
3
Select data
4
Click on Chart
5
Simple Chart
6
Format the Chart
7
After few
formatting
8
How to use a
Camera Tool (not a
part of Chart)
Steps
1
2
2
3
4
4
5
37
Chart/Graph
Create a Simple Chart and add a Secondary Chart
1
n/a
2
n/a
3
Create another
simple Chart
4
Copy the 2nd Chart and
paste to 1st Chart
5
Change the Chart
Type
6
Format the Chart
7
Final Chart
8
All three Charts
Steps
1
2
3
4
5
6
38
Chart/Graph
Lets Create a Speedometer Chart
1
Doughnut looks
like
2
n/a
3
Set KPI Scale
4
Select data and click on
doughnut chart
5
Chart looks like
6
Right Click on
Doughnut and click
on format data series
7
Rotate it 270
degree
8
Choose your color
Steps
1
2
2
2
3
4
4
5
6
7
39
Chart/Graph
Lets Create a Secondary Chart for Pointer
Format color, only
pointer will visible
2
It will be look like
Select the label and
address it to achievemen
3
Select range
4
Go to Pie Chart and
clink on it
5
Chart looks like
6
Copy doughnut Chart and
paste it in Pie Chart
7
Select make it Pie and
and make it secondary
8
Rotate it 270 degree
Steps
1
2
3
4
5
5
6
8
7
40
Dashboard
Savings through nego PR to PO Cycle Payment Cycle
Monthly
Performan
Overall SCM Score Card
L2 Target
L3 Target
L4 Target
106.5%
L2 Target
L3 Target
L4 Target
114.9%
L2 Target
L3 Target
L4 Target
93.5%
L2 Target
L3 Target
L4 Target
102.9%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
1 2 3 4 5 6 2H13
Savings thourgh Nego
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
1 2 3 4 5 6 2H13
PR to PO Cycle Time
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
1 2 3 4 5 6 2H13
Payment Cycle Time
Using Camera
tool or Paste
as link Picture
and format it
and place and
color to make
it attractive.
That’s all for a
Dashboard
41
Macro
1
1
Thank YOU
Detail slides

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Ms excel 2016 Advance Learning

  • 1. Microsoft Excel – Advance level Mahfuzul Huq Data Science mahfuzulhuq@live.com https://www.linkedin.com/in/mahfuzul-huq-49371126/
  • 2. 2 Content S/N Content Time 1 Overview on Database and Spread Sheet 10 Min 2 Data validation, protecting and sharing, conditional formatting 30 Min 3 Few important formulas which will reduce working time dramatically 30 Min 4 Analytical tool – PivotTable and its uses and advantage 30 Min 5 Chart/Graph(Basic) 30 Min 6 Macro (Basic) 30 Min 7 Exercise – Lets prepare a Dashboard * 30 Min * mandatory Database Dashboard Savings through nego PR to PO Cycle Payment Cycle Monthly Performan Overall SCM Score Card L2 Target L3 Target L4 Target 106.5% L2 Target L3 Target L4 Target 114.9% L2 Target L3 Target L4 Target 93.5% L2 Target L3 Target L4 Target 102.9% 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% 120.0% 140.0% 160.0% 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% 120.0% 140.0% 160.0% 1 2 3 4 5 6 2H13 Savings thourgh Nego 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% 120.0% 140.0% 160.0% 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% 120.0% 140.0% 160.0% 1 2 3 4 5 6 2H13 PR to PO Cycle Time 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% 120.0% 140.0% 160.0% 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% 120.0% 140.0% 160.0% 1 2 3 4 5 6 2H13 Payment Cycle Time
  • 3. 3 Data is a collection of facts, such as values or measurements. It can be Number, currency, text, date, time etc. A database is an organized collection of data. In relational databases and flat file databases, a table is an organized set of data elements (values) using a model of vertical columns A unique key or primary key is a key that uniquely defines the characteristics of each row. A recording, record, records or the record may mean: An item or collection of data: Secondary Key. An entity may have one or more choices for the primary key. Collectively these are known as candidate keys In the context of relational databases, a foreign key is a field (or collection of fields) in one table that uniquely identifies a row of another table. Overview on Spread Sheet & Database
  • 4. 4 Spreadsheet and Database  Workbook  Sheet  Table  Column  Row  Field/Cell  Save As  New file/Template  Info  Recent  New file/Template  Print  Option  Quick Access Toolbar  Ribbon  Status bar A spreadsheet is an interactive computer application program for organization and analysis of data in tabular form.
  • 5. 5 Spreadsheet and Database  Workbook  Sheet  Table  Column  Row  Field/Cell  Save As  New file/Template  Info  Recent  New file/Template  Print  Option  Quick Access Toolbar  Ribbon  Status bar Few things we are going to discuss … 1 How to save a macro file 2 How to save a template for future use 3 How to customize “Quick Access Toolbar” 4 How to customize Ribbon 5 How to use status bar 6 How to freeze and arrange window 7 How to format 8 How to enable macro/security
  • 6. Spreadsheet and Database How to customize “Quick Access Toolbar” (QAT) 1 Rearrange button in QA 2 Universal/This file Click on file tab 4 Click on Option 5 Click QAT 6 Available button 7 This part is visible 8 Add/remove button 1 2 3 3 QAT rearrange9 4 5 6 7 8 9 4 Steps By clicking RIGHT MOUSE on any button we can quickly go to QAT
  • 7. 1 Spreadsheet and Database How to customize Ribbon 1 Rearrange button in QA 2 Choose available info This a ribbon 4 Click on file 5 Click on Option 6 Available button 7 This part is visible 8 Add/remove button 3 New Tab/Group/Rename9 Steps 2 3 4 4 5 6 7 8 9 9 9 By clicking RIGHT MOUSE on any button we can quickly go to QAT
  • 8. 1 1 2 3 4 4 4 4 5 6 Spreadsheet and Database How to use status bar 1 Right click on status ba 2 Select/deselect by clicking This a “Status Bar” 4 Cell Mode 5 Macro 6 Many results 7 Zoom 8 Page Layout 3 n/a9 Steps 7 8
  • 9. Spreadsheet and Database How to format cells 1 Font 2 Border Select desired cells 4 Click right mouse on any selected cells 5 Click on Format Cells and find window 6 Lets say color fill 7 Alignment 8 Number format 3 Protection9 Steps 1 2 4 4 3 4 4 4 5 6 7 8 9After formatting by filling colors file may look like as follows:
  • 10. Spreadsheet and Database How to freeze and arrange window 1 Hide workbook 2 Border Put the cursor in the desired place 4 Click on freeze panes button 5 Click on desired option 6 New window 7 Split window 8 Arrange all window 3 Protection9 Steps 1 2 3 Place the cursor in the place from where up and left side will be freezed 2 4 5 6 7 5 6 After clicking OK (Arrange All Window), all active window will be displayed
  • 11. Spreadsheet and Database How to enable macro/security (try if macro don’t run) 1 n/a 2 n/a Click on file tab 4 Click on Option 5 Click on Trust Center Settings… 6 Click on macro Settings 7 Protected view 8 Select option 3 n/a9 Steps 1 2 3 4 5 6 6
  • 12. Spreadsheet and Database How to save a macro file/Template file 1 n/a 2 n/a Click on file tab 4 Click on Save As 5 Select File type 6 After savings 7 Protected view 8 Select option 3 n/a9 Steps 1 2 3 4
  • 13. Spreadsheet and Database Password setting 1 n/a 2 n/a Click on file tab 4 Click on Save As 5 Click on Tools 6 Click on General Option 7 Re-enter password 8 Enter password 3 n/a9 Steps 1 2 3 4 5 6
  • 14. 14 Spreadsheet and Database Exercise … 1 Set password in your file (Please remember your password) 2 3 Add Printer and Print Preview icon in the Quick Access Toolbar 4 Add Developer Tab in the Ribbon 5 Prepare the RAW file for final Database with color formatting 6 Use freeze in the database 7 Try to show sum and average in the status bar Save the file as Macro Enable File
  • 15. Data Validation & Data Protecting Few things we are going to discuss … 1 Traffic light uses 2 3 Prevent invalid data e.g. enter only number and date 4 No validation but instruction (Input message) to enter data 5 Enter data from dropdown (from list) 6 Protect all sheet except few columns 7 Share the workbook Want to see complete info in GREEN and incomplete info in RED
  • 16. Prevent invalid data e.g. enter only number and date 1 Input (right & wrong) 2 Input message Click on Data tab 4 Click on Data Validation 5 Click on Tools 6 Enter Allow, Range Data, Min & Max tec 7 Error Alert 8 Input Message 3 Wrong Input message9 Steps 1 2 2 4 By default any value is allowed 4 4 4 5 6 5 6 7 89 Data Validation & Data Protecting 4 4
  • 17. Enter data from dropdown (from list) 1 Input (right & wrong) 2 Name same as link Prepare list 4 Select the area 5 Click on Data Validation 6 Select List from Allow combo 7 Select “Ignore Blank” 8 Address Source 3 ‘=INDIRECT (dependable link) 9 Steps Data Validation & Data Protecting 1 1 3 4 5 6 8 9
  • 18. Allow few column/cell to provide info 1 Try to put info 2 Protect other than selected area Select column/cell 4 Click on Review Tab 5 Click on “Allow people edit range” 6 Click new & OK 7 Provide password 8 Click on “Protect Sheet” 3 n/a9 Steps Data Validation & Data Protecting 1 1 1 1 1 1 1 2 3 4 5 6 7 8
  • 19. Sharing workbook 1 File is shared 2 Track changes Click on Review Tab 4 Click on Share Workbook icon 5 Checked it 6 Click on Advance Tab 7 Click OK 8 Change if required 3 n/a9 Steps File Sharing & Conditional formatting 1 2 3 4 7 8 8
  • 20. Completed info in GREEN and incomplete info in RED 1 Click on Fill Effects 2 Select Shading style Click on File Tab 4 Click on Conditional Formatting 5 Click on Manage Rules 6 Click on New Rule 7 Click on Format 8 Click on Rule Type 3 Click OK Multiple rules possible 9 Steps File Sharing & Conditional formatting 1 2 3 4 5 6 7 8 9
  • 21. Traffic light uses 1 Click on Fill Effects 2 Select Shading style Click on File Tab 4 Click on Conditional Formatting 5 Click on Manage Rules 6 Click on New Rule 7 Click on Format 8 Click on Rule Type 3 Click OK9 Steps File Sharing & Conditional formatting
  • 22. Validation, Protecting, Sharing & Conditional formatting Exercise … 1 Traffic light uses 2 3 Prevent invalid in two columns other than number and date respectively 4 Use only Input message instructing to update data in right format 5 In a column only dropdown (from list) values are allowed 6 Protect all sheet except few columns 7 Share the workbook Want to see complete info in GREEN and incomplete info in RED
  • 23. Few important function/formulas Few things we are going to discuss … 1 Rank, small, large 2 3 Vlookup, Hlookup, Offset, index, match 4 Sum, sumif, sumifs, subtotal, sumproduct 5 Count, countif, countifs, Counta 6 average, averageif, averageifs 7 if (ifs) Mid, right, left, trim, find, AND, OR, CONCATENATE (&) Formula auditing8
  • 24. Few important function/formulas Vlookup, Hlookup, Offset, index, match 1 2 What you are looking for (Primary key of another table) Where you are looking , it should start from Primary key and end desired column How are is your data from starting column VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup]) 2 1 3 4 3 4 What type of match you want
  • 25. Few important function/formulas Sum, sumif, sumifs, subtotal, sumproduct 2 The column/range where we need to find the criteria Criteria – what you are looking for Values will be sum for this column/range SUMIF(range, criteria, [sum_range]) 1 3 3 4 n/a SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2, criteria2], ...) 1 2 3 2 1 2 1
  • 26. Few important function/formulas Count, countif, countifs, Counta 2 Where you looking for to count Criteria – what you want to count n/a COUNTIF(range, criteria) 1 3 4 n/a COUNTIFS(criteria_range1, criteria1, [criteria_range2, criteria2]…) 1 2 1 2 1 2
  • 27. Few important function/formulas average, averageif, averageifs 2 The column where you will find the criteria Criteria – if this criteria meet your requirement than do average If the criteria found in the range than this column’s respective values average will be the result AVERAGEIF(range, criteria, [average_range]) 1 3 4 n/a AVERAGEIFS(average_range, criteria_range1, criteria1, [criteria_range2, criteria2],...) 1 2 1 2 3 3
  • 28. Few important function/formulas if (ifs) 2 n/a n/a n/a IF(logical_test, [value_if_true], [value_if_false]) 1 3 4 n/a [value_if_true]/[value_if_false] = IF(logical_test, [value_if_true], [value_if_false]) 1 2 1 3 3 2 3 2
  • 29. Few important function/formulas Formula Auditing 2 Find formula Keep cursor & click Keep cursor & click 1 3 4 Remove arrows Steps 1 1 1 5 Select & Click OK 2 3 4 5
  • 30. 30 PivotTable We are going to discuss the following: 1 How to add Slicer 2 How to format Slicer 3 How to create PivotTable 4 How to add column, row, filter and values (incl format) 5 How to add/delete subtotal and group/ungroup 6 How to format PivotTable 7 How to add formula field 8 How to add new row/column in PivotTable
  • 31. 31 PivotTable Create and format PivotTable 1 Remove auto fit 2 Select Classic 3 Select the Table 4 Click on PivotTable in Insert Tab 5 Click OK 6 It will look like 7 Drag and Drop 8 Right click on Pivot Table, click on Option or go to Option Tab Steps 1 2 3 4 5 5 6 7 8 6
  • 32. 32 PivotTable Format and design PivotTable 1 n/a 2 n/a 3 Click on PivotTable 4 Click on Design Tab and select design 5 Right click PivotTable a select Expand/Collapse click +/- sign 6 7 Final PivotTable 8 Right click on Pivot Tab and click on subtotal Steps 1 2 3 5
  • 33. 33 PivotTable How to add formula field & other default calculation 1 Final Pivot using calculation fields 2 You can use same fields many times in values 3 Click on PivotTable 4 Click on Option Tab and select from calculation Group 5 Name it 6 7 PivotTable may look like 8 Right click on Pivot Tab and click on subtotal Steps 1 3 Inserting field prepare the formula 4 4 5 7
  • 34. 34 PivotTable How to add and format Slicer 1 Format as you like 2 You can fix the button 3 Click on PivotTable 4 Click on Insert Tab and click on Slicer 5 Select field(s) 6 7 Click on Slicer 8 Find Option Button Steps It will look like 1 2 2 3 4 5 6 7 8 8
  • 35. 35 Chart/Graph We are going to discuss the following: 1 n/a 2 n/a 3 How to create a simple chart 4 How to Create a Secondary Chart and add it to Primary Chart 5 How to format a Chart e.g. Bar width, label, axis title, background etc. 6 How to create a Speedometer Chart to show Performance Score 7 How to change design, layout and format 8 How to use a Camera Tool (not a part of Chart)
  • 36. 36 Chart/Graph Create a Simple Chart 1 n/a 2 n/a 3 Select data 4 Click on Chart 5 Simple Chart 6 Format the Chart 7 After few formatting 8 How to use a Camera Tool (not a part of Chart) Steps 1 2 2 3 4 4 5
  • 37. 37 Chart/Graph Create a Simple Chart and add a Secondary Chart 1 n/a 2 n/a 3 Create another simple Chart 4 Copy the 2nd Chart and paste to 1st Chart 5 Change the Chart Type 6 Format the Chart 7 Final Chart 8 All three Charts Steps 1 2 3 4 5 6
  • 38. 38 Chart/Graph Lets Create a Speedometer Chart 1 Doughnut looks like 2 n/a 3 Set KPI Scale 4 Select data and click on doughnut chart 5 Chart looks like 6 Right Click on Doughnut and click on format data series 7 Rotate it 270 degree 8 Choose your color Steps 1 2 2 2 3 4 4 5 6 7
  • 39. 39 Chart/Graph Lets Create a Secondary Chart for Pointer Format color, only pointer will visible 2 It will be look like Select the label and address it to achievemen 3 Select range 4 Go to Pie Chart and clink on it 5 Chart looks like 6 Copy doughnut Chart and paste it in Pie Chart 7 Select make it Pie and and make it secondary 8 Rotate it 270 degree Steps 1 2 3 4 5 5 6 8 7
  • 40. 40 Dashboard Savings through nego PR to PO Cycle Payment Cycle Monthly Performan Overall SCM Score Card L2 Target L3 Target L4 Target 106.5% L2 Target L3 Target L4 Target 114.9% L2 Target L3 Target L4 Target 93.5% L2 Target L3 Target L4 Target 102.9% 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% 120.0% 140.0% 160.0% 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% 120.0% 140.0% 160.0% 1 2 3 4 5 6 2H13 Savings thourgh Nego 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% 120.0% 140.0% 160.0% 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% 120.0% 140.0% 160.0% 1 2 3 4 5 6 2H13 PR to PO Cycle Time 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% 120.0% 140.0% 160.0% 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% 120.0% 140.0% 160.0% 1 2 3 4 5 6 2H13 Payment Cycle Time Using Camera tool or Paste as link Picture and format it and place and color to make it attractive. That’s all for a Dashboard