Subtotals tool. 3) Using scenarios and the Tools > Scenarios feature to model "what if" situations by storing variable cell values and switching between scenarios by name."> Subtotals tool. 3) Using scenarios and the Tools > Scenarios feature to model "what if" situations by storing variable cell values and switching between scenarios by name.">
1st IT Cls10
1st IT Cls10
1st IT Cls10
Data > Consolidate provides a graphical interface for copying data from one range of cells to
another, then running one of a dozen functions on the data. During consolidation, the contents of
cells from several sheets can be combined in one place.
2) Choose Data > Consolidate to open the Consolidate dialog (Figure 1).
3) If the Source data range list contains named ranges, you can select a source cell
range to consolidate with other areas.
If the source range is not named, click in the field to the right. and either type a
reference for the first source data range or use the mouse to select the range on the sheet.
(You may need to move the Consolidate dialog to reach the required cells.)
4) Click Add. The selected range now appears on the Consolidation ranges list.
5) Select additional ranges and click Add after each selection.
6) Specify where you want to display the result by selecting a target range from the Copy
results to box.
If the target range is not named, click in the field next to Copy results to and enter the
reference of the target range or select the range using the mouse or position the cursor in
the top left cell of the target range.
7) Select a function from the Function list. The function specifies how the values of the
consolidation ranges are linked. The Sum function is the default setting.
Most of the available functions are statistical (such as AVERAGE, MIN, MAX, STDEV),
and the tool is most useful when you are working with the same data over and over.
8) Optionally click More in the Consolidate dialog to display additional settings.
• Select Link to source data to insert the formulas that generate the results in the
target range, rather than the actual results. If you link the data, any values modified
in the source range are automatically updated in the target range. The corresponding
cell references in the target range are inserted in consecutive rows, which are
automatically ordered and then hidden from view. Only the final result, based on the
selected function, is displayed.
• Under Consolidate by, select either Row labels or Column labels if the cells of the
source data range are not to be consolidated corresponding to the identical position of
the cell in the range, but instead according to a matching row label or column label.
To consolidate by row labels or column labels, the label must be contained in the
selected source ranges. The text in the labels must be identical, so that rows or
columns can be accurately matched. If the row or column label does not match any
that exist in the target range, it will be appended as a new row or column.
The data from the consolidation ranges and target range are saved when you save the document. If
you later open a document in which consolidation has been defined, this data will again be
available.
Creating subtotals
SUBTOTAL is a function listed under the Mathematical category when you use the Function
Wizard (Insert > Function). Because of its usefulness, the function has a graphical interface
accessible from Data
> Subtotals.
As the name suggests, SUBTOTAL totals data arranged in a array—that is, a group of cells with
labels for columns and/or rows. Using the Subtotals dialog, you can select arrays, and then choose
a statistical function to apply to them. For efficiency, you can choose up to three
groups of arrays to which to apply a function. When you click OK, Calc adds
subtotals and grand totals to the selected arrays, using the Result and Result2 cell
styles for them.
By adding a scenario, you can quickly change the arguments of a formula and view the
new results. For example, if you wanted to calculate different interest rates on an
investment, you could add a scenario for each interest rate, and quickly view the results.
If you had another formula that calculated your yearly income and included the result of
the interest rate formula as an argument, it would also be updated. If all your sources of
incomes used scenarios, you could efficiently build a complex model of your possible
income.
Creating scenarios
To create a scenario, select all the cells that provide the data for the scenario.
1) Select the cells that contain the values that will change between scenarios. To
select multiple cells, hold down the Ctrl key as you click each cell.
2) Choose Tools > Scenarios.
3) On the Create Scenario dialog (Figure 4), enter a name for the new scenario. It’s
best to use a name that clearly identifies the scenario, not the default name as
shown in the illustration. This name is displayed in the Navigator and on the title
bar of the scenario on the sheet itself.
Settings
The lower portion of the Create Scenario dialog contains several options. In most cases the
default settings (shown selected in the example) are suitable.
Display border
Highlights the scenario in your table with a border. The color for the border is specified
in the field to the right of this option. The border has a title bar displaying the name of
the last scenario. The button on the right of the scenario border offers you an overview
of all the scenarios in this area, if several have been defined. You can choose any of the
scenarios from this list without restrictions.
Copy back
Copies the values of cells that you change into the active scenario. If you do not select
this option, the scenario is not changed when you change cell values. The behavior of the
Copy back setting depends on the cell protection, the sheet protection, and the Prevent
changes settings.
Prevent changes
Prevents changes to the active scenario.
• You can only change the scenario properties if the Prevent changes option is not
selected and if the sheet is not protected.
• You can only edit cell values if the Prevent changes option is selected, if the
Copy back option is not selected, and if the cells are not protected.
• You can only change scenario cell values and write them back into the scenario if the
Prevent changes option is not selected, if the Copy back option is selected, and if
the cells are not protected.
Working with scenarios using the Navigator
After scenarios are added to a spreadsheet, you can jump to a particular scenario by
using the Navigator, then selecting a scenario from the list. You can also color code
scenarios to make them easier to distinguish from one another.
To select a scenario in the Navigator, click the Scenarios icon in the Navigator. The
defined scenarios are listed, with the comments that were entered when the scenarios
were created.
Double-click a scenario name in the Navigator to apply that scenario to the current
sheet.
To edit a scenario, including its name and comments, right-click the name in the
Navigator and choose Properties. The Edit Properties dialog is the same as the
Create Scenario dialog (Figure 4).
To learn which values in the scenario affect other values, choose Tools
> Detective > Trace Dependents. Arrows point to the cells that are directly
dependent on the current cell.
Providing alternate versions of formulas
Like scenarios, Data > Multiple Operations is a planning tool for “what if”
questions. Unlike a scenario, the Multiple Operations tool does not present the
alternate versions in the same cells or with a drop-down list. Instead, the Multiple
Operations tool creates a formula array: a separate set of cells that give all the
alternative results for the formulas used. Although the tool is not listed among the
functions, it is really a function that acts on other functions, allowing you to calculate
different results without having to enter and run them separately.
To use the Multiple Operations tool, you need two arrays of cells. The first array
contains the original or default values and the formulas applied to them. The formulas
must be in a range.
The Multiple Operations tool can use any number of formulas, but only one or two
variables. With one variable, you add different values for the variables as column or
row labels. You then add a column to the right of the column labels or a row below the
row labels (whichever you are using) for the results of each formula using the variable
values. With two variables, the values for one variable are used as column labels, and
the values for the other variable as row labels.
Setting up multiple operations can be confusing at first. For example, when using
two variables, you need to select them carefully, so that they form a meaningful table.
Not every pair of variables is useful to add to the same formula array. Yet, even when
working with a single variable, a new or tired user can easily make mistakes or forget
the relation between cells in the original array and cells in the formula array. In
these situations, Tools > Detective can help to clarify the relations.
You can also make formula arrays easier to work with if you apply some simple design
logic Place the original and the formula array close together on the same sheet, and use
labels for the rows and columns in both. These small exercises in organizational design
will make working with the formula array much less painful, particularly when you
are correcting mistakes or adjusting results.
In your spreadsheet, enter a formula to calculate a result from values that are stored in
other cells. Then, set up a cell range where you enter some fixed values, and the
Multiple Operations command will calculate the results depending on the formula.
In the Formula field, enter the cell reference to the formula that applies to the data
range. In the Column input cell/Row input cell field, enter the cell reference to the
corresponding cell that is part of the formula. This can be explained best by examples.
(Cell references correspond to those in the following figures.)
Let’s say you produce toys that you sell for $10 each (cell B1). Each toy costs $2 to
make (cell B2), in addition to which you have fixed costs of $10,000 per year (cell
B3). How much profit will you make in a year if you sell a particular number of toys?
7) Click OK. Now the profits are listed in column E and the annual profit per
item in column F. See Figure 9. (You might want to format column F to show
2 decimal points, for easier comparison of the amounts.)
Figure 9: Results of multiple operations calculations
You can carry out joint multiple operations for columns and rows in so- called cross-
tables. The formula cell must refer to both the data range arranged in rows and the one
arranged in columns. Select the range defined by both data ranges and call the
multiple operation dialog. Enter the reference to the formula in the Formula field. The
Row input cell and the Column input cell fields are used to enter the reference to the
corresponding cells of the formula.
Expand the table shown above. D2 thru D11 contain the numbers 500, 1000 and so on,
up to 5000. In E1 through H1 enter the numbers 8, 10, 15 and 20.
6) Click OK. The profits for the different selling prices are now shown in
the range E2:H11.
Tools > Goal Seek reverses the usual order for a formula. Usually, you run a formula
to get the result when certain arguments are entered. By contrast, with Goal Seek,
you work with a completed formula to see what values you need in an argument to get
the results that you want.
To take a simple example, imagine that the Chief Financial Officer of a company is
developing sales projections for each quarter of the forthcoming year. She knows what
the company’s total income must be for the year to satisfy stockholders. She also has a
good idea of the company’s income in the first three quarters, because of the contracts
that are already signed. For the fourth quarter, however, no definite income is
available. So how much must the company earn in Q4 to reach its goal? To answer, the
CFO enters the projected earnings for each of the other three quarters and the
projection for the entire year. Then she runs a goal seek on the cell for Q4 sales, and
receives her answer.
Other uses of goal seek may be more complicated, but the method remains the same. To
run a goal seek, at least one of the values for an argument must be a referenced cell or
range. Only one argument can be altered in a single goal seek. After you get the result of
a goal seek, you can replace the original value in the referenced cell with the result, or
record the result elsewhere for later use, possibly as a scenario.
With the help of Goal Seek you can calculate a value that, as part of a formula, leads to the
result you specify for the formula. You thus define the formula with several fixed values
and one variable value and the result of the formula.
To calculate annual interest (I), create a table with the values for the capital (C),
number of years (n), and interest rate (i). The formula is I=C*n*i.
Let us assume that the interest rate i of 7.5% and the number of years n (1) will remain
constant. However, you want to know how much the investment capital C would have to
be modified in order to attain a particular return I. For this example, calculate how much
capital C would be required if you want an annual return of $15,000.
Enter each of the values for Capital C (an arbitrary value like
$100,000), number of years n (1), and interest rate i (7.5%) in one cell each. Enter the
formula to calculate the interest I in another cell. Instead of C, n, and i use the reference
to the cell with the corresponding value. In our example, these are B1, B2, and B3.
1) Place the cursor in the formula cell (the cell containing the interest I),
and choose Tools > Goal Seek.
2) On the Goal Seek dialog, the correct cell is already entered in the Formula cell field.
3) Place the cursor in the Variable cell field. In the sheet, click in the cell that contains
the value to be changed, in this example it is the cell with the capital value C.
4) Enter the desired result of the formula in the Target value field. In this example,
the value is 15000. Figure 12 shows the cells and fields.
Figure 12: Example setup for goal seek
5) Click OK. A dialog appears informing you that the Goal Seek was successful.
Click Yes to enter the result in the cell with the variable value. The result is
shown in Figure 13.
Each of these rules sets up whether an argument in the formula should be greater than,
lesser than, or equal to the figure you enter. If you want the argument to remain
unchanged, you enter a rule that the cell that contains it should be equal to its current
entry. For arguments that you would like to change, you need to add two rules to define
a range of possible values: the limiting conditions. For example, you can set the
constraint that one of the variables or cells must not be bigger than another variable, or
not bigger than a given value. You can also define the constraint that one or more
variables must be integers (values without decimals), or binary values (where only 0
and 1 are allowed).
Once you have finished setting up the rules, you can adjust the argument and the
results by clicking the Solve button.
1. A student is planning her goals about the marks she should attain in the forthcoming
Semester 4 examinations in order to achieve a distinction (75%). Assuming that examination of
each subject is for 100 marks, her marks of the previous semesters are given as under.
Find out how many marks should she obtain in 4th semester to secure distinction.
2. A business owner wants to decide if he should try to increase the sales a product or price of
an existing product in order to increase the profit by 10%.
Current Sales 82
Cost per Unit 75
Profit per unit 12
The owner believes that he can either increase sales by 5 units without incurring additional costs
while the price can be increased by Rs 8 without affecting the sales.
Current Sales 82
Cost per Unit 75
Profit per unit 12
Using the scenario manager, find the effect of in the new profit in case of the following situations.
RELEVANT Knowledge
Spreadsheet also allows you to link the cells from various worksheets and from various spread
sheets to summarize data from several sources. In this manner, you can create formulas that span
different sources and make calculations using a combination of local and linked information.
Multiple sheets help keep information organized;
In one or several formulas, you can use a cell reference to refer to:
In the formula bar , type = (equal sign) and the formula you want to use.
On the Total Sale sheet, set up a place for all four salesman Total Sales, so we know where to
put the cell reference. The figure below shows a Total Sale sheet with a Sale column. We want
to place the reference for the checking total Sale Month in cell B3.
To make the cell reference in cell B3, select the cell and follow these steps.
1. Type = in the formula bar, type sum and click on the sheet tab for the sheet containing the cell to be
referenced. In this case, it is January sheet as shown below.
2. Click on cell B2 (where January sale for Ajay is) in the January sheet. The phrase
=SUM(January!B2 should appear in the input line as shown below
1. Repeat the Steps for February and March. Click the green checkmark in the input line to finish.
2. The Total Sale should now look like the figure below
Note: The sheet will be in single quotes because it contains a space, and the mandatory period (.) always
falls outside any quotes.
You can also right-click the cell or graphic and then click Hyperlink on the shortcut menu,
or you can press Ctrl+K.
2. Under Link to, click Create New Document.
3. In the Name of new document box, type a name for the new file.
4. Under When to edit, click Edit the new document later or Edit the new document now to
specify when you want to open the new file for editing.
5. In the Text to display box, type the text that you want to use to represent the hyperlink.
6. To display helpful information when you rest the pointer on the hyperlink, click ScreenTip,
type the text that you want in the ScreenTip text box, and then click OK.
Session 3:
Sharing Worksheet Data
Relevant Knowledge
In most office settings, there is a shared drive where teams can store common files for
everyone to use. This usually leads to sighting of the message: “The document [file name] is
locked for editing by another user. To open a read-only copy of this document, click“!! This
message appears because someone else already has the file open. Sometimes however, it is
necessary to have multiple people working on a file at the same time. This can be to either
speed up data entry or simply make things easier for collaboration purposes.
Spreadsheet software allows the user to share the workbook and place it in the network
location where several users can access it simultaneously. in this exercise, you will learn how to
share a worksheet.
• Click on Share workbook option under Changes group in the Review tab.
Check the option Allow changes by more than one user at the same time. This also allows
workbook merging.
Click OK.
Note: Most spreadsheets software automatically turns off some features in shared work books.
This is to simplify the workbook since multiple people can be working on the file at the same
time. For example, shared workbooks don’t allow merging cells, conditional formatting, or
inserting pictures/graphs/etc.
S.No. Activity
1. Share worksheet data with other users.
Assessment
In excel, macros can be used to name and record a set of actions or set of actions. These named set
of recorded can be used again and again. The macros (recorded set of actions) are stored in the
same workbook in which you created.
To create a macro for calculating the average, minimum and maximum in each subject,
9. Click ok.
12. Do some formatting in the appearance of the cells as shown in the example. Give some background
colour of the cell to highlight the cell as shown
13. Click the button ‘Stop Recording’ in Developer tab to complete the macro recording. The
macro names ‘Macro8’ in the example has been saved.
14. To apply same formatting and have similar calculations for other subjects, click on the first
value of other subject as shown
15. Click on icon to set the relative position of cells where formula is to be
applied.
Writing equations in the MS –word while typing the equations or mathematical expression can be easily
done using Equation option on Symbols Group under Insert Tab.
To write a mathematical expression, click on under Insert tab and the following window
appears:
Under the equation tools a wide range of options for writing equations are available. Select
Similarly there are options for integral equations, summation, pi equations, trigonometric functions etc.