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McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved.
Extended Learning Module D (Office 2007
Version)Decision Analysis with Spreadsheet Software
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INTRODUCTION
IT plays an important role in aiding decision making
Spreadsheet tools can aid in decision making Filter Conditional formatting Pivot tables
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LISTS
List – information arranged in columns and rows Each column has one type of
information First row contains headings or
labels No blank rows Blank columns/rows all around
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LISTS
A A listlist
Total Total number of number of customerscustomers
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List Definition Table
List definition table – description of a list by column (see Figure D.2 on p. D.4) CUST ID – Unique ID for customer REGION – North, South, etc. RENT VS. OWN – customer rents or
owns a home And so on
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BASIC FILTER
Filter function – filters a list and hides rows that don’t match criteria
Good for seeing only certain rows of information
Basic Filter supports only “equal to” criteria
Example: customers in the North REGION
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Basic Filter Steps
1. Open workbook (XLMD_Customer.xls from www.mhhe.com/haag)
2. Click in any cell in the list3. Menu bar – click on Data and
then click on Filter Will see list box arrows next to
each label or column heading
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Basic Filter Steps
From the menu bar, click on From the menu bar, click on DataData and and then click on then click on FilterFilter
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Basic Filter Steps
Each column will have a pull-down arrow. Click Each column will have a pull-down arrow. Click on it and select the criteriaon it and select the criteria
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Basic Filter Steps
To select only customers in the North To select only customers in the North REGIONREGION, , you must deselect all other regionsyou must deselect all other regions
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Basic Filter Steps
Excel will respond by showing only those records Excel will respond by showing only those records that meet the selection criteria (i.e., North that meet the selection criteria (i.e., North
REGIONREGION))
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Turning off Basic Filter
Perform either of the following From the menu bar, click on Data
and then Filter Turn off selected column filtering
by clicking on the appropriate list arrow box and clicking on Clear Filter from “columnname” where columnname is the name of the column
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Basic Filter
Can also filter on multiple columns
Example Customers in North region (select
North in REGION) Own a home (select Own in RENT
VS. OWN) Only one household member
(select 1 in NUM HOUSEHOLD)
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Basic Filter
Customers in the Customers in the North North REGIONREGION
who own a home who own a home with only 1 with only 1 household household membermember
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CUSTOM FILTER
Custom Filter function – hides all rows except those that meet criteria, besides “is equal to”
Example Customers with more than 3
household members
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Custom Filter Steps
1. Turn on Filter2. Click on pull-down arrow in
appropriate column3. Click on Number Filters4. Complete Custom AutoFilter
dialog box with criteria5. Click on OK
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Custom Filter Steps
To use Custom AutoFilter, click on the appropriate To use Custom AutoFilter, click on the appropriate pull-down arrow, select pull-down arrow, select Number FiltersNumber Filters and and
boolean operatorboolean operator
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Custom Filter Steps
You will then see a Custom You will then see a Custom AutoFilter boxAutoFilter box
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Custom Filter Steps
Enter the appropriate value and Enter the appropriate value and click on click on OKOK
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Custom Filter Steps
Excel will respond by presenting only the records Excel will respond by presenting only the records that meet the selection criteriathat meet the selection criteria
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Another Custom Filter Example
Customers who spent less than $20 or more than $100
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Another Custom Filter Example
Complete Complete bothboth selection criteria selection criteria appropriatelyappropriately
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Another Custom Filter Example
Excel will respond Excel will respond appropriatelyappropriately
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CONDITIONAL FORMATTING
Conditional formatting – highlights the information in a cell that meets some criteria Does not hide any rows Let’s you see the whole list While highlighting certain information
Example Customers show purchased more
than $100
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Conditional Formatting Steps
1. Select entire appropriate column2. From menu bar, click on Home and
then Conditional Formatting within Styles
3. Select Highlight Cells Rules4. Click on the appropriate boolean
operator5. Complete the dialog box6. Click on OK
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Conditional Formatting Steps
First, highlight the First, highlight the appropriate columnappropriate column
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Conditional Formatting Steps
From the menu bar, click on From the menu bar, click on HomeHome and then and then Conditional FormattingConditional Formatting within within StylesStyles, then select , then select Highlight Cells Rules Highlight Cells Rules and click on the appropriate and click on the appropriate
boolean operatorboolean operator
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Conditional Formatting Steps
In the Conditional Formatting box, In the Conditional Formatting box, enter the appropriate value and click enter the appropriate value and click
on on OKOK
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Conditional Formatting Steps
Excel will highlight those cells meeting Excel will highlight those cells meeting your selection criteriayour selection criteria
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Removing Conditional Formatting
Option #1 (click anywhere in the list)1. Click on Conditional Formatting2. Select Clear Rules3. Click on Clear Rules from Entire Sheet
Option #2 (select the entire column)1. Click on Conditional Formatting2. Select Clear Rules3. Click on Clear Rules from Selected
Cells
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PIVOT TABLES
Pivot table – enables you to group and summarize information Shows summaries of information by
dimension Can be two-dimensional Can be three-dimensional
Similar to data warehouse concept from Chapter 3
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Pivot Table Example
This is a pivot tableThis is a pivot table
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2D Pivot Table Steps
1. Click anywhere in list2. From menu bar, click on Insert
and then PivotTable3. Click on OK4. Drag/drop labels in row and
column fields5. Provide appropriate formatting
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2D Pivot Table
Count of customers By REGION By RENT VS. OWN
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2D Pivot Table Steps
To create a 2D pivot table, from the menu bar click To create a 2D pivot table, from the menu bar click on on InsertInsert and then and then PivotTablePivotTable
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2D Pivot Table Steps
Click on Click on OKOK
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2D Pivot Table Steps
Pivot Pivot tabletable
PivotTable PivotTable Field ListField List
Summary Summary
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2D Pivot Table Steps
Now, drag and drop appropriate column headings (labels) from the Pivot Table Field List Box to the appropriate places in the pivot table
Example: Number of customers by REGION RENT VS. OWN
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2D Pivot Table Steps
Drag and Drag and drop drop
REGIONREGION herehere
Drag and Drag and drop drop RENT RENT VS. OWN VS. OWN
herehere
Drag and Drag and drop drop CUST CUST
ID ID herehere
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2D Pivot Table Steps
The default aggregation for a pivot table is The default aggregation for a pivot table is summing. To change that, click on the summing. To change that, click on the Field Field
Settings Settings button in the menu barbutton in the menu bar
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2D Pivot Table Steps
You will then see the Value You will then see the Value Field Settings dialog boxField Settings dialog box
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2D Pivot Table Steps
To change it, select another aggregation in the To change it, select another aggregation in the Summarize value field by box and click on Summarize value field by box and click on OKOK
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2D Pivot Table Steps
Excel will change the Excel will change the aggregation in the pivot tableaggregation in the pivot table
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Pivot Tables
Can have multiple pieces of information in the body of the pivot table
Example Count of customers (already present) Total of purchases (new information)
Drag/drop TOTAL PURCHASES into pivot table
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Pivot Tables
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3D Pivot Tables
Desired dimensions REGION RENT VS. OWN NUM HOUSEHOLD
Drag/drop NUM HOUSEHOLD into “Drop Page Fields Here” location
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3D Pivot Tables
Depth Depth dimensiondimension
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3D Pivot Tables
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BACK TO DECISION SUPPORT
It’s all about decision support Filter – view partial list of
information based on criteria Conditional formatting – see all
information with some highlighted
Pivot table – summarize information by dimension