The document provides an overview of macros, pivot tables, and the VLOOKUP function in Excel as practical analytical tools. It defines each tool, explains how they work and are used, and provides examples. It concludes with practice exercises for readers to record macros, create pivot tables, and use the VLOOKUP function with sample data.

1. Spreadsheet Practical Analytical Tools A Strategic Approach to Spreadsheet Analysis An overview of Macros, Pivot Tables and VLOOKUP By Joselito Pérez

2. Presentation Overview Introduction Overview of Tools Macros Pivot Table VLOOKUP() Practice Exercise Slide A. Introduction E. Practice D . VLOOKUP C . Pivot Tables B . Macros

3. Overview: Tools Macros – a series of command recorded or created in order to automate a task. Pivot Table – a dynamic summary report of your data in which you can change the position of fields. Pivot tables are useful to analyze big databases. VLOOKUP() – is a function that returns the value in a given column that matches a value in the left most column of a table. Slide A. Introduction

4. Macros What is a Macros? An action or a set of actions you can use to automate tasks. Macros are recorded in the Visual Basic for Applications programming language (VBS). These macros run completely within Excel and require no additional software. After knowing a few codes you can create your own macros. Slide B . Macros

5. Macros How do Macros works? Macros record all the key strokes and commands and set codes in the VBA (Visual Basic Editor). Macro Recorder is the easiest way to quickly automate your tasks. The Macro Recorder does all the code writing in the background without you actually coming in contact with any code. Once you create a macro you can either run it, modify it or delete it. Slide B . Macros

6. Macros What is the VBA? The term VBA is short for Visual Basic for Applications and is the name of the programming language used to represent the commands. This window provides a dedicated environment where you can edit and write VBA code. This window can be displayed by selecting (Tools > Macro > Visual Basic Editor) . Slide B . Macros

7. Recording a Macro Because Macro requires Excel to be program, the security level needs to be set to Medium. Select (Tools > Macro > Record New Macro) to display the Record Macro dialog box. Slide B . Macros

8. Recording a Macro A floating toolbar with the Stop Recording button will appear to indicate that macro is recording. Relative vs. Absolute f you want the macro to run relative to the position of the active cell, record it using relative cell references. On the Stop Recording toolbar, click Relative Reference Carry out the actions you want to record. Click Stop Recording when done recording the task. Slide B . Macros

9. Creating a Macro Select (Tools > Macro > Macros) to display the Macros dialog box. The Visual Basic for Applications window will be opened automatically. You will see that a code module has been added to the active workbook. Type or copy your code into the code window of the module. Then select (File > Save) to save the macro in that workbook. Slide B . Macros

10. Useful Macros Change Number format Selection.NumberFormat = "$#,##0.00" Range("I2").Select Selection.NumberFormat = "m/d/yyyy" Range("I3").Select Selection.NumberFormat = "@" Range("I1").Select Selection.NumberFormat = "General" Range(“I1”).Select Selection.NumberFormat = ”Number” Columns("J:O").Select Selection.Style = "Comma" End Sub InputBox Range(“A1”).Select ActiveCell.Value = InputBox("Text") End Sub Add Value with Name Reference and Input Box Range("D5").Select ActiveCell.Value = "=" + InputBox("Enter Tax") + "-Gardner" End Sub Slide B . Macros

11. Pivot Table You create a pivot table report by selecting (Data > PivotTable and PivotChart Wizard) . Select any cell within the list from which you want to create your table. You can use pivot tables to aggregate data from a wide range of sources including external databases. There are four places you can use for the data for your pivot table A list or database table in Excel. The excel data must be arranged in the correct way to get the maximum benefit. An external source, database or another workbook A consolidation of multiple ranges from different worksheets. Another Pivot Table or Pivot Chart. Slide C . Pivot Table

12. VLOOKUP() Slide The function VLOOKUP() is a function that performs a vertical lookup for a value in the first column of the array. lookup_value The value to be found in the first column of the array. table_array The cell range or a range name containing the table of data. col_index_num The column number for the value you want returned. range_lookup (optional) True or False to specify whether to find an approximate or exact match. D . VLOOKUP

13. Practice Exercises Record a macro: Change the Page Setup to Landscape. Change the margins to .5 inches. Change the font to Bell MT. Create a macro: Create and input box for expense report. Create a macro to Fit columns. Create a Pivot table from Tuition Payment Data. Change the row to data and Data to rows. Change rows to columns. Change names to row. Perform a vlookup for Exercise vlookup 1. Find revenue of item T2562. Find quantity order of item T3391. Slide E. Practice

14. Practice Exercises Slide E. Practice

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