30 Jul 2015 1

Microsoft Excel 2013

Spreadsheet program Part of Microsoft Office package Organizer of data Big computing power Display charts and graphs Small databases

Differences from previous versions Excel 2003: menus are completely reorganized Excel 2007 and Excel 2010: almost none

30 Jul 2015 2

Cells Work-book

Work-sheets, cells Cells

References, columns and rows Name box and formula bar Sheet tabs Autocalculate

Sheet operations Right-click Insert… Right-click Rename Right-click Tab Color… Right-click Move or Copy…

30 Jul 2015 3

Types Numbers’ formats

File Options Advanced Editing options

Types Home Numbers Value Formula (begins with =) Text (use ‘ to convince Excel)

30 Jul 2015 4

Types Value (aligned to the right)

Number: 23 or 56,45 or -0,4 or ,23 or (24) Currency: €34,2 or 9€ or 0,7 € Date: 3 Mar or 7/10/05 or Jun 2005 or 3-5 Time: 2:34 am or 17:28 Percentage: 34,5%

Formula Everything which begins with =

Text (aligned to the left) Everything else: alphanumeric characters and

symbols

30 Jul 2015 5

Data entry suggestions Use the cells format dialog box before

typing values! Pay attention to what Excel

understands, especially dates! Pay special attention when converting

between numbers and percentages! 0,02 2% 2 200% 0,56 % 0,0056

30 Jul 2015 6

Autotasks

Autofill drag

Repeat the same value Increment the value

When not satisfied of Excel behaviour:

CTRL + drag

30 Jul 2015 7

Importing data

Home Clipboard Paste Paste Value Paste Special…

Data Get External Data From Text Fixed fields Delimited fields

30 Jul 2015 8

Formula Choosing the cells

Cell pointing with mouse Cell name with keyboard

Operations Mathematical operations: + - * / ^ Parenthesis

Errors #DIV/0! Division by zero #NAME? Wrong cell name #REF! Wrong cell reference #NULL! Function’s arguments missing or too many #NUM! Wrong number in a function or too large number #VALUE! Wrong type in a function

30 Jul 2015 9

Formula references

Relative A1 Dragging the formula

Absolute $A$1 Partial absolute $A1 A$1 F4

References from other sheets sheetname!A1 [filename.xls]sheetname!A1

30 Jul 2015 10

Formulas Function Library Warning: names are language dependent!

Use the conversion table if studying in other languages

Math & Trig SQRT, EXP, PI, LN, LOG ROUND, ROUNDDOWN, ROUNDUP ABS, RAND, RANDBETWEEN MAX, MIN, SUM, AVERAGE SUMIF, COUNTIF, AVERAGEIF

30 Jul 2015 11

Functions Logical

IF(test; value if true; value if false) AND is ( ) * ( ) , OR is ( ) + ( ) NOT

Text LEN RIGHT, LEFT, CONCATENATE, REPT

30 Jul 2015 12

Slide only for ISDM27006

Date functions Date & Time

NOW, TODAY WEEKDAY Serial number format and +/- operations

Date exact calculation DAY, MONTH, YEAR DATE DATEDIF (the undocumented function)

30 Jul 2015 13

Slide only for ISDM27006

Financial functions

Financial net present value

XNPV internal rate of return

XIRR existence and uniqueness

Loan T.A.N. Tasso Annuale Netto (Yearly Net Rate) T.A.E.G. Tasso Annuale Effettivo Globale (Yearly Real

Global Rate)

30 Jul 2015 14

Slide only for ISDM27006

Mortgage loan

constant payments and constant interest rate PMT, IPMT, RATE, NPER

adjustable interest rate Must build the table Constant payments and adjustable length Adjustable payments and constant length

30 Jul 2015 15

Easy functions to expand Excel User-defined functions If Then Else

Save the file as .xlsm ALT+F11 Insert Module

Do not write code in sheets Reset button

Slide only for ISDM27006 from March 2016

Visual Basic for Applications

30 Jul 2015 16

Function declaration Optional parameters

Comments MsgBox If Then Else

ElseIf Nested Ifs

Internal functions: Ucase, Left, Sqr

Slide only for ISDM27006 from March 2016

Visual Basic for Applications

30 Jul 2015 17

Functions Statistical

AVERAGE, VAR.S, STDEV.S NORM.DIST, NORM.INV

30 Jul 2015 18

Data Data Tools What-If Analysis

Goal Seek… Scenario Manager…

Add Summary Assigning cell’s name

Data table… Select entire table One parameter: Column input cell Two parameters

30 Jul 2015 19

Solver example My profession is writing books and giving seminars.

Each book requires 300 working hours and I earn 15000 euro. Each seminar requires 20 working hours and I earn 10000 euro.

I want to maximize my earnings. The obvious choice would be to give as many seminars as possible.

However, in order to be called by universities for seminars I need to write at least one book every year!

Moreover, I have further constraints: I do not want to work more than 1600 hours per year I must give at least 4 seminars per year in order to advertise my

books I have only 18000 euro funding and each book uses 500 euro,

while each seminar uses 2500 euro How to maximize my earnings satisfying my constraints?

30 Jul 2015 20

Solver File Excel Options Add-Ins Go Solver

Solver – Risolutore

Write variables, possibly using cell names Write objective and constraints Data Analysis Solver

set variables (Variablenzellen, Celle variabili) set objective (Ziel, Obiettivo) set constraints (Nebenbedingungen, Vincoli) set constraints for integer and binary variables Solve (Lösen, Risolvi) Answer report (Antwort, Valori)

30 Jul 2015 21

Printing Page Layout Page Setup

Page Orientation Scaling

Margins Center on page

Header/Footer Sheet

Print area: Print Gridlines

ViewWorkbook ViewsPage Break Preview

File Print

30 Jul 2015 22

Portable Document File format Portable Document File .pdf

PDF advantages Adobe Acrobat Reader and Adobe

Acrobat File Print choose printer Adobe PDF Alternative ways to produce PDFs Protecting documents with Adobe

Acrobat kill other PDF readers programs Tools Protection Encrypt with Password

30 Jul 2015 23

Saving in other formats Excel document .xlsx

Excel 97-2003 document .xls

Plain Text .txt .csv Always close Excel after saving in plain text

30 Jul 2015 24

Automatic format Home Styles Format as Table

My table has headers Design Table styles Clear Data Filter

HomeStyles Conditional Formatting Apply a rule which looks good Manage rules… Edit Rule…

Reverse Icon order

30 Jul 2015 25

Chart building

Select cell range Insert Charts Choose chart type and subtype Chart Tools Design

Data Switch Row/Column Data Select Data Add/Edit Chart Layouts Chart Styles Location

30 Jul 2015 26

Chart Tools Design Add Chart Element

Axes More axis options… Text Options

Axis Titles / Chart Titles Legend / Gridlines Data Labels / Data Table double-click on an element

Plot area Series Element of a series

30 Jul 2015 27

Chart types Multiple selection: CTRL + mouse 1 data series

Columns and bar plots Line and Area (not a math graph!) Pie

Multiple data series Clustered and stacked

columns/bar/lines/area Scatter (only tool for mathematical graphs) Bubble

30 Jul 2015 28

Extra InsertIllustrationsShapesInsert

Shapes Non trasparent text box with arrow

Sheet protection except some cells Review Changes

Allow Users to Edit Ranges New Protect Sheet…

30 Jul 2015 29

Extras Hide and unhide

HomeCellsFormatVisibilityHide & Unhide…

right-click Hide/Unhide…

Split and freeze pane Put cursor in the top left of the lower pane View Window Freeze Panes

Review Comments New Comment

30 Jul 2015 30

Extras List (small database)

Data Sort Add Field

Data Filter

Hyperlink Select area, right-click Remove Hyperlink File Options Proofing Autocorrect

Options… Autoformat as you type

30 Jul 2015 31

PivotTable

Select well-structured cells Insert Tables PivotTable Drag items from PivotTable Field List

Left-click Value Field Settings Filter Sort

Options Group Field Options Tools PivotChart

30 Jul 2015 32

Statistics with Excel Add-ins

File Excel Options Add-Ins Go Analysis ToolPak Analyse-Funktionen – Strumenti di Analisi

Data Analysis Data Analysis Descriptive Statistics

(Popolationskenngrößen) Histogram

Display Chart Right-click Format Data Series No Gap Bin range (Klassenbereich)