Professional Documents
Culture Documents
Excel 2007
TableofContents
Inthissectionyouwilllearnhowto:
Createcharts
Formatcharts
Enhancechartswithdrawingtools
Changethecharttype
Changethesourcedataforachart
Workwithchartaxesanddataseries
Createacharttemplate
MicrosoftOfficeExcel2007Foundation 2
Lesson1.1:WorkingWithCharts,Part1
Sometimesitcanbehardtodiscernpatternsorrelationshipsinyourdatafrombasictablesof
numericalentries.Excel2007spowerfulcharttoolscanhelpyoucreateamoremeaningful
representationofyourdata,bymakingiteasytobuildprofessionallookingcharts.
Inthislessonyouwilllearnhowtocreate,format,andmanipulateachart.Youwillalsolearn
howtoenhanceyourchartwithExcelsdrawingtoolsandhowtoaddtitlesandtables.
Inthepracticeexerciseyouwillcreateandmodifyachart,stepbystep.
CreatingaChart
OneofthemajorchangesinExcel2007isthewaythatchartsarecreatedandhandled.In
previousversionsofExcel,chartswereoftencreatedwiththechartwizard.InExcel2007,a
newapproachistakeninhopesthataprofessionallookingchartcanbecreatedinjustafew
clicks.Insteadofachartwizard,Excel2007providesaseriesofchartbuttonsandcontrolson
theInserttab.
Beforeyoucreateachart,firstconsiderthetypeofchartthatyourequire.Piechartsandbar
chartsaregoodforshowingcomparisons.Linegraphscanbeusefulforshowingtrendsand
MicrosoftOfficeExcel2007Foundation 3
plottingrelationshipsbetweenvariables.Ifyouwantareallyvisuallyinterestingchart,consider
athreedimensionaltype.
Tocreateachart,firstselectthedatathatyouwanttobaseyourcharton.
Ouraimhereistocreateapiechart.Todothis,wehaveselectedtheregionlabelsandthe
salesdata.Theregionlabelswillgiveuscategoryheadingsforourchartandthesalesfigures
willcomprisetheactualdataforourchart.
Onceyouselectthedata,youcanproceedbyclickingtheInserttabtodisplaytheInsertTab.
OntheInserttab,clickthePieChartsbuttontodisplayamenuofpossiblepiecharts.Forthis
example,wewillclickontheExploding3DPieChartoption.
MicrosoftOfficeExcel2007Foundation 4
Thisactioncreatesanexploding3Dchartinthespreadsheet,showingcomparativeslicesfor
thesalesperregion.
FormattingaChart
Evenafteryoucreateachart,youcanstillalteritsappearance.Theeasiestwaytodothisisto
singleclickinsidethebox(chartarea)thatsurroundsthechart.Whenyoudothis,youwillsee
thewordsChartToolsappearintheExceltitlebar.
IfyouclickonthewordsChartTools,youwillseetheDesigntabappear.
Thistabprovidesyouwithavarietyofquickandeasychartreformattingoptions.Atthefarleft
ofthetab,thereisabuttontocompletelychangethecharttypeifyouwish.
Fornow,wewillonlyworryaboutchangingthegeneralformatofthechart.
MicrosoftOfficeExcel2007Foundation 5
Tobegin,ifyourightclickonthechartlegendandchooseFormatLegendfromthepopup
menu,youwillseeaboxappeararoundit,andyouwillseeaFormatLegenddialogboxonyour
Excelscreen.
Chart
legend
Inthisdialogbox,youcanselectanyoneofthelegendpositionradiobuttonstoplacethe
legendinthepositionspecified.IfyouclicktheFilloptiononthepanelontheleft,youwillsee
optionspertainingtothelegendbackgroundfillcolor.
MicrosoftOfficeExcel2007Foundation 6
Asanexample,ifyouselecttheGradientFillradiobutton,youwillseeoptionsforfillgradients.
MicrosoftOfficeExcel2007Foundation 7
IfyouclickthePresetsarrow,youcanchooseafillgradientforthelegendbackgroundfroma
dropmenu.
Hereyoucanseetheresultsofselectingthetopradiobuttonforthelegendposition,anda
gradientfillforthelegendbackground.
Ifyouclickintheareaoftheboxthatisclosetothechartitself,youwillseeasecondinnerbox
surroundthechart.Thisboxdefinestheplotareaofthechart.(Intheimageabove,youcansee
athinlineformingaboxthatisinsidetheheavyouterbox.)
IfyourightclickinsidetheplotareaandselectFormatPlotAreafromthepopupmenu,you
willdisplayaFormatPlotareadialogbox.
MicrosoftOfficeExcel2007Foundation 8
YoucanusetheoptionsinthisdialoginthesamewayastheFormatLegenddialog.
Hereisthesamechartwiththeplotareaformattedasaparchmentgradient.
Finally,ifyourightclickontheblankwhiteareaofthechart(aroundthesalesheadingand
legend)andthenselectFormatChartAreafromthepopupmenu,youwilldisplaytheFormat
ChartAreadialogbox.
Justasintheprevioustwoexamplesforthelegendandplotarea,youcanusethisdialogboxto
formattheChartArea.JustselectaradiobuttonforGradientfill,Solidfill,orNofill,andthen
choosefromtheavailableoptions.
MicrosoftOfficeExcel2007Foundation 9
Thefollowingimageshowsthepiechartfromabovewithasolidfillcoloraddedtothechart
area.
Asmentionedatthebeginningofthisformattingdiscussion,clickinginsidethebox(chartarea)
aroundachartwillallowyoutodisplaytheDesigntab.
IntheDesigntab,youwillseeaChartStylesgroupthatisfantasticforreformattingyourchart.
Withthesestylebuttons,Excel2007canprovideprofessionallookingchartsinjustafewclicks.
ThestylesavailableintheChartStylesgrouphavebeencarefullycomposedtouse
complementarycolors,shading,andformatting.Itismostoftenthecasethataquickstylewill
produceabetterlookingchartthanmanualformatting,andwithlesstimeandeffort!
Youcancyclethroughthequickstylesbyclickingthebuttonsandwatchingyourcharts
formattingchange.Youcanusethescrollbarattherightofthegrouptodisplayseveralmore
styleoptions.
MicrosoftOfficeExcel2007Foundation 10
Moreoftenthannot,thequickstylesbuttonswillprovideaformattingoptionthatyouwillfind
quitesatisfying.
Hereisthesamechartthatwehavebeenusing,afterbeingformattedwithaquickstyle.
MicrosoftOfficeExcel2007Foundation 11
Ifyousingleclickonthetitleofthechart,aboxwithathinborderwillformaroundthetitle.If
youthendoubleclickonthetitle,formattingoptionswillbedisplayed.
Youcanusetheseoptionstoalignyourtitle,boldyourtitle,italicizeit,changethefontcolor,
andmore.
ModifyingChartswiththeLayoutTab
Asyoualreadyknow,whenyoucreateachartinExcel2007,therewillbenewtabsintroduced
ontheuserinterface.Forexample,theDesigntab(discussedpreviously)becomesavailable
whenyouselectthechart.YoucanusethebuttonsontheDesigntabtoquicklychangethe
overallappearanceandstyleofyourchart.
AnothertabthatcanbeveryhelpfulwhenworkingwithchartsistheLayouttab.Whenyou
createachart,andselectitbyclickingonit,youshouldseeaLayouttabnearthetopofthe
Excel2007screen.ClickthewordLayouttoseethistabsoptions.
ThemostimportantsectionsoftheLayouttab(intermsofcharts)aretheLabelsgroup,the
Axesgroup,theBackgroundgroup,andtheAnalysisgroup.
MicrosoftOfficeExcel2007Foundation 12
Toseehowthesetoolswork,takethefollowingExcelchartasanexample.
Ifweclickonthecharttoselectit,wecanthenclicktheLayouttabtoseewhatlayoutoptions
wehaveforthischart.
IntheLayouttab,ifyouclickontheChartTitleButton(IntheLabelsgroup),youwillreveala
smallmenuoftitleoptions.
Currentlythechartinthisexamplehasnotitle,sotherearetwooptionsonthistitlemenuthat
wecanuse.YoucandisplayatitleabovethechartbyclickingtheAboveChartoption,oryou
canplaceatitleoverthechartbyclickingtheCenteredOverlayoption.
MicrosoftOfficeExcel2007Foundation 13
LetsusetheCenteredOverlaytitle.
Ifwedecidewedontlikethatone,wecaneasilyswitchtotheAboveChartoption.
Onceyouhavechosenatitleoption,youcanclickonthewordsChartTitletodisplayacursor.
Whenthecursorappears,youcantypewhatevertextyouwantforyourcharttitle.
YoumayhavenoticedaMoreTitleOptionsitematthebottomofthetitlemenu.Ifyouclick
thisitem,aFormatChartTitledialogboxwillappear.
MicrosoftOfficeExcel2007Foundation 14
Thiswillallowyoutochangevirtuallyeveryaspectofyourtitle.
IfyouclicktheLegendbuttonontheLayouttab,aseriesofoptionsformodifyingthechart
legendwillappear.
Clickingonanyoftheseoptionswillimplementtheparticularstyleoflegenddescribed.
Youshouldnoticethateachlegendoptionhasasmalliconshowingthelocationofthelegend
inrelationtothechart.
MicrosoftOfficeExcel2007Foundation 15
Ifyouwanttoapplylabelsdirectlytothedatainthechart,clicktheDataLabelsbutton.
Onceagain,thesmallimagesthataccompanyeachoptionwillgiveyouaroughideaofwhat
theresultsofthegivenoptionwilllooklike.
Hereisthechartwithoutdatalabels.
MicrosoftOfficeExcel2007Foundation 16
Hereisthesamechartafteraddingatitleanddatalabels.Thechartwasalsoresizedby
draggingwiththemouseinordertomakethedatalabelslegible.
TheAxesbuttonwillprovideyouwithseveraloptionsformodifyingthechartaxes.
NoticethattherearetwomainoptionslabeledPrimaryHorizontalAxisandPrimaryVertical
Axis.Eachofthesetwomainoptionscontainsasubmenuofmodificationoptions.
MicrosoftOfficeExcel2007Foundation 17
Thesesubmenusallowyoutochangethescaleandnumericalvaluesusedontheaxisto
coordinatethedata.
TheGridlinesbutton(alsofoundintheAxesgroup)willallowyoutoaddorremoveMinorand
MajorGridlinestoandfromyourchart.Youcanaddhorizontalgridlines,verticalgridlines,or
bothifyouwish.Thegridlineswillrepresenttheaxisunitsonthecharttogiveyouaclearer
pictureofthespecificvalueofthedataatagivenplaceinthechart.
Hereisthesamechartasbefore,withminorhorizontalgridlinesadded.
MicrosoftOfficeExcel2007Foundation 18
YoucanalsoaddadatatabletoyourchartbyusingtheDataTablebuttonontheLabelsgroup
intheLayouttab.
Adatatablewillhelptoclarifythemeaningofyourchartbydisplayingthedatagroupingsin
yourchartintabularform.
TheTrendlinebuttonintheAnalysisgroupcanbeusefulforpointingoutaspecificbehavioror
trendinyourchartsdata.
MicrosoftOfficeExcel2007Foundation 19
Underthisbutton,youwillseeanumberofoptions.
Onceagain,theimageaccompanyingagivenoptionshowsapreviewofwhattheoptionmay
looklikewhenimplemented.
Ifyouwanttoadderrorbarstoyourchartdata(toshowarangearoundthevaluesdepictedin
thechartthatthedatamayormaynotassume)justclickontheErrorBarsbutton.
MicrosoftOfficeExcel2007Foundation 20
Hereisthesamechartasbeforewith5%errorbarsaddedtoit.Theerrorbarsshowthevalues
thatthedatacolumnscouldassume,ifwehaveanestimateof5%error.
Ifyouareworkingwith3Dcharts,theBackgroundgrouphassomeusefulandconvenient
options.
Letstakethefollowing3Dchartasanexample.
MicrosoftOfficeExcel2007Foundation 21
IfyouclicktheChartWallbuttonontheLayouttabintheBackgroundgroup,youwillsee
optionsforshowingorclearingthechartwall.Thefollowingimageshowsthesamechartas
above,withthechartwallcleared.
Asyoucansee,thechartwallrepresentsthebackplaneandbottomplaneofthechart.These
areasshowtheunitsthatthechartdataismeasuredby.(Ifyouclearthechartwall,thedata
unitsandgridlineswillremain,justthefillcolorwillberemoved.)
Thechartfloor,ontheotherhand,representsthebottomorsideplaneofthechart,wherethe
datalabelsareshown.Hereisthesamechartwiththewallfillcoloraddedandthefloorfill
colorcleared.ThiswasdonewiththeChartFloorbutton.
MicrosoftOfficeExcel2007Foundation 22
Theorientationofthechartfloorandchartwallmaydependonthetypeofchartthatyou
create.Hereisa3Dchartwiththefloorremoved.
Hereisthesamechartwiththeflooradded.Asyoucansee,theorientationofthefloorand
wallofthechartdiffersfromthechartinthepreviousexample.
MicrosoftOfficeExcel2007Foundation 23
Whenyouareworkingwith3Dcharts,youcanalsousealloftheoptionsintheLabelsgroup
andtheAxesgroup.
ThisLabelsgroupwasdiscussedpreviouslyinthecontextof2Dcharts.Thebuttonsandmenus
workwith3Dchartsinasimilarway.Hereisa3Dchartthathasbeenmodifiedwiththe
LayouttabandDesigntab.
Remember,theresultsyougetwhenyouusethebuttonsontheLayouttabmayvarybetween
charttypes,differentsizedcharts,andbetween2Dand3Dcharts.
Itisusuallyfairlyeasytoundoachangethatyoumaketoachart,sodontbeafraidto
experimentwiththeLayouttab.
MicrosoftOfficeExcel2007Foundation 24
ManipulatingaChart
Sometimesitmaybenecessarytoresizeorevenmoveyourchartaroundinyourspreadsheet.
Todothis,firstsingleclickinthechartareatodisplaythechartareaborder.
Ifyouplaceyourmousepointeronthecornerofthechartborderandletithover,youwillsee
yourpointerturnintoadoubleheadedarrow.
MicrosoftOfficeExcel2007Foundation 25
Ifyoudragthechartcornerwithyourmouse,youcanresizethechart.
Draggingyourmousehorizontallywillresizethelengthofthechart.Draggingyourmouse
verticallywillresizetheheightofthechart.Finally,draggingyourmousediagonallywillresize
bothdimensionsofthechart.
Ifyoulookcarefullyatthesidesofthechartborder,youwillseeaseriesoffourdots.Ifyoulet
yourmousepointerhoveroverthesedots,youwillseeadoubleheadedarrow.
MicrosoftOfficeExcel2007Foundation 26
Youcandragthesessideedges(withthedoubleheadedarrowpointer)toincreasethelength
orheightofyourchart.
MicrosoftOfficeExcel2007Foundation 27
Ifyoudragthecornerofthechartinwardstowardthecenter,youwillmakethechartsmaller.
Tomovethechart,letyourmousepointerhoverovertheoneofthesidesoftheborder,or
overthetoporbottomedgeoftheborder.
MicrosoftOfficeExcel2007Foundation 28
Whenyouseeyourmousepointerturnintotwocrossedarrows,youwillbeabletomovethe
chartaroundyourscreenbymousedragging.
Here,thecharthasbeenresized(smaller)andrelocated(dragged)underneaththedata.
MicrosoftOfficeExcel2007Foundation 29
Ifyouwanttomakeachartanobjectinanotherworksheet,ormovethecharttoasheetofits
own,dothefollowing.
First,rightclickonthechartandchooseMoveChartfromthedropdownmenu.
ThiswilldisplaytheMoveChartdialogbox.
Inthisexample,theNewSheetradiobuttonhasbeenselected,whichwillplacethechartina
newsheetcalledChart1.(Youcanenterwhatevernameyoulikeforthenewsheet.)
MicrosoftOfficeExcel2007Foundation 30
Afteryouareready,clicktheOKbuttontomovethechart.
Thecharthasbeennowbeenmovedtoasheetofitsown.
NotethatyoucanalsoclicktheMoveChartbuttonintheDesigntabtodisplaytheMoveChart
dialogbox.
Thistime,ifyouselecttheObjectInradiobutton,youcanspecifyanexistingsheettoplacethe
chartin.Inthiscase,wewilluseSheet2.
MicrosoftOfficeExcel2007Foundation 31
Assoonasyouareready,clicktheOKbuttontomovethechart.
Now,thecharthasbeenembeddedasanobjectintotheworksheet.
Toremoveachartfromyourworksheet,clickinthechartarea,andpresstheBackspaceor
Deletekeyonyourkeyboard.
EnhancingaChartwithShapesandGraphics
Therearetimeswhenyoumaywanttoaddadditionalgraphicelementstoachart,suchas
arrowsorcallouts,topointoutandexplainimportantfeatures.
MicrosoftOfficeExcel2007Foundation 32
Inachartlikethefollowing,youmaywanttopointoutthatconenumber4showsthegreatest
percentageofprofits.
Toaddacallouttothechart,clickthelowestdownpointingarrowbesidetheShapesgroupon
theInsertTab.
MicrosoftOfficeExcel2007Foundation 33
Thisactionwilldisplayalargemenuofpresetshapeoptions.
MicrosoftOfficeExcel2007Foundation 34
Findandselectacalloutfromthebottomoftheshapesmenu,andthendrawitoutbydragging
withthemouseoverthechart.(Forourpurposes,wellusethecloudcallout.)
YoucanentertextintothecalloutbyrightclickingonitandselectingEditTextfromthedrop
downmenu.
Youcanusethisproceduretoaddasmanyshapesorgraphicelementstoyourchartasyou
thinkarenecessary.
MicrosoftOfficeExcel2007Foundation 35
Lesson1.2:WorkingwithCharts,Part2
Thislessonwillexpandontheconceptscoveredinthepreviouslesson.Inthislessonyouwill
learnhowtoapplyanewcharttypetoyoursourcedataandhowtochangethesourcedata
whilemaintainingthesamecharttype.Youwillalsolearnhowtocreatecharttemplatesand
howtoworkwiththechartaxisanddataseries.
ChangingtheTypeofChart
Whatdoyoudoifyoucreateachartbasedonyourspreadsheetdataandyoufindthatitjust
isntquitewhatyouwerehopingfor?IfyouareusingExcel2007,itisaquickandsimplematter
toapplyanewcharttypetoyourdata.
Tochangethecharttype,firstdisplaytheDesigntabbyclickingonthechartareaandthenclick
theDesigntab.Now,lookfortheChangeChartTypebutton.
Ifyouclickthisbutton,youwilldisplaytheChangeChartTypedialogbox.
MicrosoftOfficeExcel2007Foundation 36
Withthisbox,youcanselectanewcharttypeorvariationbasedonthedataintheexisting
chart.Forexample,tochangethischarttoaclusteredpyramidcolumnchart,simplyselect
Columnfromthepanelontheleft,andthenclicktheclusteredpyramidcharttypefromthe
columnchartoptionsthataredisplayed.Afteryoumakeyourchoices,clicktheOKbuttonto
changethecharttype.
Yourchartwillbeautomaticallychangedaccordingtotheselectionsyoumake.
MicrosoftOfficeExcel2007Foundation 37
Hereisanexampleofthenewcharttype.
YoucanalsodisplaytheChangeChartTypedialogboxbyrightclickingonthechartareaand
selectingChangeChartTypefromthedropdownmenuthatappears.
MicrosoftOfficeExcel2007Foundation 38
ChangingtheSourceData
Asyouhavejustseen,Excel2007makesiteasytochangethecharttypeforagivensetofchart
data.ThegreatthingisthatExcel2007alsomakesiteasytochangethesourcedataforyour
chartwhileretainingtheoriginalcharttype.
Inthisexample,thepiechartaboveisbasedonsalesdataperregion.Ifyouwantedthechart
todepictExpensesperRegion,youwouldhavetochangethesourcedataofthechartfromthe
salesdata(cellsB2throughtoB5),totheexpensesdata(cellsD2throughtoD5).
ThefirststepindoingthisistorightclickonthechartareaandclickSelectDatafromthemenu
thatappears.
MicrosoftOfficeExcel2007Foundation 39
ThisactionwilldisplaytheEditDatadialogbox.
Atthetopofthedialogbox,youwillseealongtextfieldlabeledChartDataRange.Thiswill
showtherangeofcellsthatserveasthecurrentdatasourceforthechart.Tochangethedata
source,useyourmousetoselectthenewdatarangefromthespreadsheet.Asyoudothis,you
willseethenewrangeenteredintothedatasourcefield.
MicrosoftOfficeExcel2007Foundation 40
Whenyoucompleteyourdataselection,youwillseethenewdatarangeintheEditData
Sourcedialogbox.
ThenextstepistoclicktheOKbuttoninthelowerrightofthebox.Now,youcanseethatthe
sizeofthepiesliceshavechangedtoreflectthenewdata.
MicrosoftOfficeExcel2007Foundation 41
Youmaynoticethatnow,havingchangedthesourcedata,thetitleofthechart(Sales)isnot
accurate.Tochangethetitle,rightclickonitandselecttheEditTextoptionfromthedrop
downmenu.Youcannoweditthetexttochangethetitletowhateveryouwish.(Inthiscase,
theappropriatetitlechoiceisExpenses.)
Keepinmindthatifyouenternewdatadirectlyintothespreadsheetcellsthatserveasthe
datasourceforthechart,thechartitselfwillbeupdatedautomaticallytorepresentthe
changes.Youdonothavetodoanythingspecialtoupdatedirectmodificationstothesource
datacells.
WorkingwiththeChartAxisandDataSeries
Inatypicalchart,theaxesarethehorizontalandverticalscalesthatyouusetocoordinateyour
data.Basically,dataischartedwithrespecttoitsnumericalpositionalonganaxis.
Aseriesisagroupofdata(normallyaselectionofcells)thatistobechartedagainstanaxis.
Youcanhavemorethanoneseriesrepresentedinacharttoshowhowthedifferentseries
(selectionsofdata)comparetoeachother.
Toaddmorethanoneseriestoachart,rightclickonthechartandclickSelectDatafromthe
menuthatappears.
MicrosoftOfficeExcel2007Foundation 42
ThiswilldisplaytheEditDatadialogbox.Inthisdialogboxyouwillseebuttonsforaddingand
removingaseries.
ToaddanewseriestothechartclicktheAddbutton.ThiswilldisplayanEditSeriesboxwhere
youcanenteranamefortheseriesinthenamefieldthatisprovided.
Next,youcanenterarangeofdatafortheseriesbydraggingyourmousepointertoselecta
rangefromyourspreadsheet.(Inthisexample,weareaddingthesalesdatatoacolumngraph
thatshowsexpensedata.)Youcanenterdatasourcesandseriesbytypingarangedirectlyinto
itsfieldinadialogbox,butselectingwiththemouseisusuallysimpler.
Afteryouselecttheappropriatedata,clicktheOKbuttonontheEditSeriesdialogandthenon
theEditDataSourcedialog.
MicrosoftOfficeExcel2007Foundation 43
Hereyoucanseethattwoseries(ExpensesandSales)arerepresentedinthechart.
IfyoudisplaytheEditDataSeriesdialog,youwillseetwonamesintheseriessectionofthe
dialogbox.
YoucanselecteitheroneoftheseseriesandclickRemovetoremoveitfromthechart.Youcan
alsoclicktheAddbuttontoaddevenmoredataseriestothechartifyouwish.
MicrosoftOfficeExcel2007Foundation 44
Inthefollowingstackedlinechart,theSalesdataandProfitdataarerepresentedagainstaY
axisconsistingofdollaramounts.
IfyourightclickononeofthedollaramountsontheYaxis,youwilldisplayadropdownmenu.
Fromthismenu,youcanchooseaFormatAxisoption.
MicrosoftOfficeExcel2007Foundation 45
ThiswilldisplayaFormatAxisdialogbox.
Inthisbox,youwillfindcontrolstospecifytheunitsandadjustthescale,tickmark,and
positionoftheAxislabels.
Ifyouselectadifferentheadingfromthepanelontheleftofthebox(theheadinghighlighted
inthisimageisAxisOptions)youcanchangethelinestyleoftheaxis,theshadow,andother
aspectsofitsformat.
MicrosoftOfficeExcel2007Foundation 46
Ifyouwanttochangethelabelsonanaxis,invoketheSelectDatadialogbox.
YoucanseeaneditbuttonintheAxisLabelsarea(ontheleft)ofthedialogbox.Ifyouclickthe
Editbutton,anAxisLabelsboxwillappear,andyouwillbeabletoselectthelabelsyouwant
fromthespreadsheet.Justdragyourmousetoselecttheappropriatecellsormanuallytypethe
cellrangeintotheboxprovided.
MicrosoftOfficeExcel2007Foundation 47
Hereisthesamechartthatwasshownpreviously,withitsaxisandlabelschanged.
AmoreconvenientwaytoquicklyselectachartlayoutistousetheChartLayoutsavailableon
theDesigntab.
Withthesebuttons,youcanquicklyapplynumerouslayoutstoyourchartbyclicking.Youcan
alsousethescrollbarattherightofthegrouptoviewmorelayouttypes.
MicrosoftOfficeExcel2007Foundation 48
Hereareacoupleofdifferentlayoutsforthechart.Bothwerechosenwiththechartlayout
buttons.
MicrosoftOfficeExcel2007Foundation 49
SavingaChartasaTemplate
Onceyougetyourchartlookingjustthewayyoulikeit,youcansavethecharttype,colors,and
formattingasatemplatethatcanbereusedtomakeonfuturecharts.
Assumethatthisimagerepresentsachartstyleandformatthatwearehappywithandthatwe
wouldliketouseinthefuture.
Tosavethischartasatemplate,displaytheDesigntabbyclickingonthechartarea.Onthe
Designtab,clicktheSaveasTemplatebutton.
ThiswilldisplayaSaveChartTemplatedialogbox;itsvirtuallyidenticaltotheregularSave
dialog.JustenteranappropriatenameforyourcharttemplateandthenclicktheSavebutton.
Bydefault,thetemplateswillbesavedinanExcelchartfolder.
Whenyouwanttousethetemplate,justselectadatarangeforthenewchartfromwhatever
spreadsheetyouareworkingonandthenclickthesmallarrowatthelowerrightoftheCharts
group.
MicrosoftOfficeExcel2007Foundation 50
ThiswilldisplaytheCreateChartdialogbox.
IfyouselectTemplatesinthepaneontheleftofthebox,youwillseethecharttemplatethat
yousaveddisplayedontherightside.Justclickthetemplateicontoapplythetemplatetothe
selecteddata.
MicrosoftOfficeExcel2007Foundation 51
Section2:GettingtheMostFromYourData
Inthissectionyouwilllearnhowto:
Useautomaticoutlining
Displayandcollapselevels
Groupdatamanually
Createsubtotals
CreateaPivotTable
SpecifydatainaPivotTable
RearrangePivotTabledata
ModifyPivotTablecalculations
FormataPivotTable
RefreshaPivotTable
ChartaPivotTable
CreateaPivotTablebasedonexternaldata
Createascenario
Createascenariosummaryreport
Savemultiplescenarios
Useaoneandtwoinputdatatable
UseGoalSeek
Usethesolver
MicrosoftOfficeExcel2007Foundation 52
Lesson2.1:GettingtheMostfromYourData
Sometimes,aworksheetcanbecomesolargeandcontainsomuchdatathatitbecomes
unwieldy.Totalsandsubtotalsthatsummarizethedataarelostinscreenafterscreenof
numbers.Thankfully,Excel2007hasanexcellentfeaturetohelpwiththiskindofproblem.
Excelsgroupingandoutliningfeatureswillallowyoutocollapsealargeworksheettoshowor
printsummarydata,andtoexpandthesameworksheettoshowormodifythedetails.Youwill
findthesefeaturesintheOutlinebuttongroupontheDatatab.
UsingAutomaticOutlining
Excelsautomaticoutliningfeaturemakesoutliningaworksheetfairlystraightforward.
Automaticoutliningworksbestwithnumericaldataorganizedintogroupsandsubgroupsby
formulasorfunctions.Thefollowingworksheet,forexample,containsmonthlyfinancialdata
forabusiness,organizedintoquarterlyandyearlytotalsusingformulasandtheSUMfunction.
MicrosoftOfficeExcel2007Foundation 53
Itcanbedifficulttodiscernquarterlyandyearlytotalsataglancebecausethesefiguresarelost
inamongsttheotherdata.
Toautomaticallyoutlinethisworksheet,clickthesmallarrownexttotheGroupbuttoninthe
OutlinebuttongroupontheDatatab.
Thisactionwilldisplayamenuwithtwooptions:GroupandAutoOutline.IfyouclicktheAuto
Outlinebutton,thespreadsheetwillbeoutlinedautomatically.
HereyoucanseetheresultsofExcelsautomaticoutline.Alloftheoriginaldataisshown,as
wellasoutlinegroupingindicatorsandcollapsebuttonsmarkedwitha().Youcanseethatthe
quarters(setsofthreemonths)aregroupedtogethertobesummarizedbyQuarterlyTotals,
andthateachyearhasbeengroupedtobesummarizedbyYearlyTotals.
MicrosoftOfficeExcel2007Foundation 54
NoticealsothatthecolumnsSupplies,Wages,andRenthavebeengroupedunderTotal
Expenses,andthatthereisanoverarchinggroupofallcolumnsunderProfit.
HereyoucanseethesummaryresultsofExcelsautomaticoutline.Theoriginalinformationis
stillavailableinallofitsdetail,butitisnowpresentedinasummaryview,showingonlythe
yearlyprofittotals.Ofcourse,automaticoutlineswilldifferfromworksheettoworksheet
dependingonthewaythedataisorganized.
Toremovetheoutliningfromyourworksheet,choosetheClearOutlineoptionfromthe
submenuundertheUngroupbutton.
DisplayingandCollapsingLevels
Noticethatintheprecedingoutlineimage,therearenumberedbuttonsarrangedinarow
besidethecolumnlettersandinacolumnabovetherownumbers.Clickingononeofthese
numberedbuttonsarrangedinarowwillexpandtherowsintheworksheettoprovideagiven
levelofdetail.Clickingononeofthenumberedbuttonsarrangedinacolumnwillexpandthe
columnsinasimilarway.
Theviewofthedataintheprecedingimageisprovidedbythebuttonsnumbered1.
MicrosoftOfficeExcel2007Foundation 55
Clickingonthenumber2buttonwillexpandtheworksheettothesecondlevelofdetailforthe
rows,columns,orboth.
Thisisthesameworksheetafterbothnumber2buttonshavebeenclicked.Theworksheet
rowsandcolumnhavebeenexpandedtoshowanotherlevelofdetail.Youcannowseerows
withquarterlytotalsaswellasyearlytotals.YoucanalsoseecolumnswithfiguresforSalesand
totalExpenses.
Ifyouclickonanexpandbutton(markedwitha+sign),aspecificsectionoftheoutlined
worksheetcorrespondingtothebuttonwillbeshown.Clickingthecollapse()buttonwill
collapsethecorrespondingexpandedsection.
Ifyouclickthenumber3buttonfortherowsandcolumns,alllevelsofdetailwillbeexpanded
toexposeallofthedata,asshownintheoriginalimage.
Rememberthatwithoutlines,onlythedatathatisvisibleonyourscreenwillbeprinted.Thisis
agreatwaytoprintonlythepertinentinformationfromanexpansiveworksheet.Youcan
expandandcollapsetheoutlinedworksheetwiththenumberedoutlinebuttonsorwiththe
MicrosoftOfficeExcel2007Foundation 56
expansion(+)andcollapse()buttonstorevealthelevelofdetailyouwantinyourprinted
copy.
GroupingDataManually
Automaticoutliningmaynotbeadequateforworksheetswithnonnumericalvaluesorwithno
distinctivetotals(fromformulasorfunctions).
Ifautomaticoutliningdoesnot,orcannot,organizeyourdatainthewayyouwant,youcan
manuallygroupyourdataasrequired.Takethefollowingworksheetasanexample.
Wewouldliketogroupthedataaccordingtoteamsanddivisions,butifyouusetheAuto
OutlineoptionundertheGroupbutton,Exceldisplaysthefollowingalert.
MicrosoftOfficeExcel2007Foundation 57
Becausethedatacontainsnoformulasorfunctionsprovidingnumerictotals,Excelcannot
implementautomaticoutliningfortheworksheet.Youcan,however,createyourown
groupingsbyselectingtherowsorcolumnsthatyouwanttogroup,andthenclickingtheGroup
button.
Forexample,ifyouselectthemembersofTeam1(cellsB4:B6)andclicktheGroupbuttonon
theDatatab,Excelwilldisplaythefollowingboxaskingifyouwanttogroupbyrowsor
columns.
IfyouselecttheRowsradiobuttonandclickOK,Excelwillprovideanoutlineindicatoranda
collapse/expandbuttonforthenewgrouping.
Youshouldalsonoticenumberedbuttonsinthetopleftcorner.Theseoutlinelevelbuttons
workthesameasbefore.Clickingonthenumber1buttonwillshowthefirstlevelofdetail,and
clickingonthe2buttonwillshowthesecond,moredetailedlevel.
MicrosoftOfficeExcel2007Foundation 58
IfyoufollowthesameprocedureforcellsB8:B10,andthenselectcellsB2:B10andgroupthem,
youwillendupwithaworksheetlikethis.
Thisimageshownaboveisofthefullydetailedview.Ifyouclickthe2button,youwillseethe
followingviewofthedata.
Youcanseethattheindividualplayerinformationforthefirsttwoteamshasbeencollapsed
fromview.
MicrosoftOfficeExcel2007Foundation 59
Clickingthenumber1buttonwilldisplaythehighestlevelview(lowestdetail)ofthemanual
groupings.
Inthisimageyoucanseethattheentirefirstdivisiongroupinghasbeencollapsedfromview.
Youcanalsoselectrowsorcolumnsforgroupingbydraggingyourmouseoverthecolumn
lettersorrownumbersaccordingly.Ifyouselecttherowsorcolumnsthisway,youwillnotbe
askedwhethertogroupbyrowsorcolumns,astheselectionyouchoosewillclearlyindicate
thistoExcel.
Toremovemanualgroupings,selecttherowsorcolumnscorrespondingtothegroupingyou
wishtoremoveandclicktheUngroupbutton.
WhenyouseetheUngroupdialogbox,selecttheappropriateradiobutton,andclickOK.The
selectedrowsorcolumnswillbeungrouped.
CreatingSubtotals
AnotherkindofoutliningorgroupingtechniqueavailableinExcelisthesubtotalsfeature.Ifyou
havenumericdataorganizedwithclearcolumnandrowheadings,youcanuseExceltocreate
automaticsubtotalsandgrandtotalsforthedata.
MicrosoftOfficeExcel2007Foundation 60
Thefollowingworksheetcontainssalesinformationfordifferentproductsacrossgeographical
regions.
TouseExcelssubtotalfeature,selecttherangeofdatayouwanttoapplysubtotalstoandclick
theSubtotalbuttonontheDatatab.Besuretoincludethecolumnlabelsinyourselectionso
Excelwillbeabletodiscernwhatnumberstototal.Forthisexample,youcouldselectA1:E10
andclicktheSubtotalbuttonontheDatatabtoinvokethefollowingSubtotaldialog.
ThedroplistundertheAteachchangeinheadinggivesyouoptionsastothenumberofrows
thatwillbetotaled.(Totalswillbeappliedeverytimethevaluesunderthechosencolumnlabel
changes.)
MicrosoftOfficeExcel2007Foundation 61
TheUsefunctiondroplistletsyouchoosefromalistoffunctionsincludingSUM,AVERAGE,
COUNT,PRODUCT,andSTDEVtoapplytoyourdata.Thefunctionyouchoose(normallySUM)
willbeusedtocalculatethetotals.
UndertheAddsubtotalstooptionlist,youcanselectwhichcolumnstoapplythetotalsto.
Youcanapplytotalstoasinglecolumnortomultiplecolumnsintheselectedrange.
Finally,therearethreecheckboxesatthebottomofthedialogboxthatwillallowyouto:
Replaceanypreexistingsubtotals
Putpagebreaksbetweentotaledgroupssotheywillbeprintedonseparatepages
Placethesubtotalsandgrandtotalsaboveorbelowthecorrespondingdata
IfyouchoosetoapplytotalstoeachchangeintheregioncolumnwhileusingtheSumfunction
fortheprofitcolumn,andwithnopagebreaks,theresultingworksheetwilllooklikethis.
Noticethatthereisasubtotalfortheprofitfiguresateverychangeintheregionvalue.Thereis
alsoagrandtotalfortheProfitcolumnattheendofthedata.YoucanalsothatExcelhas
providedoutlinedlevels,collapse/expandbuttons,andnumberedoutlinelevelbuttons
associatedwiththetotals.Thesebuttonsandoutlinesworkexactlyaspreviouslyexplained.The
lowerthenumberonthebutton,thelessdetailedinformationwillbeshown.
MicrosoftOfficeExcel2007Foundation 62
Toremovethesesubtotals,selecttherangeofdatainquestion(A1:E14)andclicktheSubtotal
buttontoinvokethesubtotaldialogbox.Whenyouseethebox,clicktheRemoveAllbutton.
MicrosoftOfficeExcel2007Foundation 63
Lesson2.2:PivotTables
Amajorfunctionofanyspreadsheetprogramistohelpyouderivemeaningfromyourdata.An
ExcelPivotTableisagreattoolforgettingperspectiveon,andanalyzingrelationshipsbetween,
thecolumnsandrowsofyourworksheet.
InthislessonyouwilllearnwhataPivotTableisandhowtocreateone.Youwillalsolearnhow
tospecifyandrearrangePivotTabledata.Finally,intheStepbyStepexercise,youwillpractice
creatingaPivotTable.
WhatisaPivotTable?
APivotTableisapowerfultoolforexploringandanalyzinginformation.APivotTablehelpsyou
organizeandmanipulatetherawdatainyourspreadsheet,givingyouinsightintopatternsor
relationshipsthatmightnotbeobviousatfirstglance.PivotTablesalsogiveyouthepowerto
viewyourdatainadifferentcontextwithoutchangingtheoriginalcontentorstructure.
YoucanbaseaPivotTableondatainyourcurrentworkbookorevenexternaldatafrom
anothersourceifyouwish.WithaPivotTable,youcanconvenientlydraganddropcolumnsof
yourdatatodifferentareasofthetabletoexaminerelationshipsortrendsthatmaynotbe
obviousinatraditionalExceltableordatabase.Youcouldbuildseveralseparatetablesto
explorehowcolumnsfromanExcelworksheetrelatetoeachother,oryoucanuseone
PivotTabletodothesamething.WithaPivotTable,youcanalterthetabledesignwithout
MicrosoftOfficeExcel2007Foundation 64
cutting,copying,pasting,oradjustingformulasandcellreferences.(Thesetaskscanbe
frustratingwhendealingwithalargevolumeofdata.)Inshort,PivotTablesenableyouto
organizeyourdatainmeaningfulwayswithoutdoingalotoftediouswork.Youcouldsaythata
PivotTableislikeseveraldatatablesrolledintoone.
Ideally,sourcedataforaPivotTableshouldbestructuredlikeatraditionalExceltableor
database.Thesourcedatashouldhavearowofuniquecolumnheadingsdistinguishingthe
dataandthereshouldbenoemptycolumnsinterspersedwithinthedata.Also,blankrowsina
sourcelistordatabasecanlimittheusefulnessofyourPivotTable.
ThefollowingimageshowsablockofcontiguousdatathatiswellsuitedforaPivotTable.
Noticethattherearenoemptyrowsorcolumnsandthateverycolumnofdatahasaunique
label.
CreatingaPivotTable
TocreateanExcel2007PivotTable,justselecttherangeofdatathatyouwanttobasethetable
onandthenclickthePivotTablebuttonontheInserttabtodisplaythePivotTabledialog.
MicrosoftOfficeExcel2007Foundation 65
WhentheCreatePivotTabledialogboxappears,youshouldnoticethatyouareallowedto
selectdatafromanExceltableorrangeorfromanexternaldatasource.Ifyouchoosethetable
orrangeoption,thePivotTablewillbebasedontheExceltableorrangeyouselect.
YoucanselectatableorrangebydraggingwithyourmousebeforeclickingthePivotTable
button(beforeyouinvokethedialog),orbyspecifyingarangewiththekeyboardormouse
afteryouinvokethedialog.(Whenyouselectyourdatasource,makesurethatthecolumn
headingsareincluded.)
IfyouchoosetheExternalDataSourceoption,youcanbaseyourPivotTableondataoutside
yourcurrentworkbook(suchasanotherworkbookorperhapsanexternaldatabase).Ifyou
selecttheUseanExternalDataSourceradiobutton,youwillbeabletodisplayadroplistof
existingconnectionsintheConnectionNamefield.Atypicalexistingconnectioncouldbea
MicrosoftQueryoraconnectionyoupreviouslymadetoanAccessdatabaseforsomeother
purpose.
Onceyouselectyourdatasource,youcanthenchoosetolocateyourPivotTableinanExisting
WorksheetoraNewWorksheet.Ifyouchoosetolocateitinanexistingworksheet,youcan
specifythelocationfortheupperleftcornerofthePivotTablebyenteringitdirectlyintothe
Locationdatafield(asacellreference)orbyclickingthetargetcellwithyourmouse.
Ifyouchoosethenewworksheetoption,yourPivotTablewillbelocatedintheupperleft
cornerofanewworksheetthatwillbeaddedtoyourworkbook.
Insummary,whenusingthedialogbox,makesurethattherangeofdatathatyouwanttouse
isvisibleintheTable/Rangefield.Usetheradiobuttonsnearthebottomofthedialogto
choosewhereintheworkbookyouwantthePivotTabletobelocated.Onceyouareready,click
MicrosoftOfficeExcel2007Foundation 66
theOKbuttontocreateyourPivotTable.Whenyoucreateyourtable,aPivotTablefieldListwill
beplacedinthesameworksheetasyourPivotTable.
HereyoucanseeanewPivotTablearea,andthecorrespondingPivotTablefieldList,placedin
theexistingworksheetwiththesourcedata.
OnceyourPivotTableappears,youcanaddinformationtoitbyplacingchecksintheboxesnext
totheheadingsinthePivotTablefieldlist.
MicrosoftOfficeExcel2007Foundation 67
Forthisexample,checkswillbeplacednexttotheMonthfieldheading,theSalesmanfield
heading,theRegionfieldheading,andtheProfitfieldHeading.
ThePivotTablewillnowbepopulatedwithdata.
Asyoucanseeinthisimage,theprofithasbeenorganizedbyMonthwithatotalprofitforthe
monthatthetopoftheSumofProfitcolumnheading.IthasalsobeenorganizedbySalesman,
withatotalprofitforeachSalesmanbeingshownintheSumofProfitcolumn.BecauseRegion
hasbeencheckedinthePivotTablefieldlist,youcanalsoseeaprofitbreakdownbyregionfor
eachsalesman.
MicrosoftOfficeExcel2007Foundation 68
ThefollowingcloseupviewofthetabletellsusthatthetotalprofitforMonth1is4090.The
SalesmanA.Smithgeneratedatotalof1020inprofitwith780fromtheEastregion,and240
fromtheNortheastregion.
ThesalesmanB.Doegeneratedatotalof600inprofitfromtheNorthregion.Ifyouclickonthe
minus()signprecedingasalesmansname,thedataforthatspecificsalesmanwillbe
collapsed,andyouwillonlyseethetotalprofitforthatpersonasshowninthefollowing
example.
Ifyouclickonthe(+)signinfrontofaname,thedatawillbeexpandedagain.Thisholdstrue
forthe()signinfrontoftheMonthheadingsaswell.
CreatingaPivotTableFrame
YoucanalsocreateaPivotTablebycreatinganemptytableframe(alsoknownasaclassic
layout)andaddingandarrangingdatainthetablebydroppinganddraggingcolumnheadings
ontotheframe.
TocreateaPivotTableframe,clickthePivotTablebuttonontheInserttabtodisplaythe
PivotTabledialogbox.Fromthispoint,youessentiallyfollowthesameprocessasdescribed
beforeforcreatinganExcel2007PivotTable.
MicrosoftOfficeExcel2007Foundation 69
Youselectarangeofdata,choosealocationforthetable,andclicktheOKbuttonwhenyou
areready.
Thistime,beforeaddingdatatothePivotTabletable,rightclickonitandchooseTableOptions
fromthepopupmenu.
MicrosoftOfficeExcel2007Foundation 70
ThiswilldisplaythePivotTableOptionsdialogbox.
Intheoptionsbox,choosetheDisplaytabandthenputacheckmarkintheClassicPivotTable
Layoutbox.
MicrosoftOfficeExcel2007Foundation 71
ThiswillchangetheExcel2007PivotTableintoaclassicPivotTableframe.(Ifyouarealready
workingwithaclassicPivotTableframe,youcanclearthischeckboxtoconvertittoanExcel
2007stylePivotTable.)
HereyoucanseeanemptyPivotTableframeenhancedwithblueborders.Besideittotheright,
youcanseethePivotTableFieldList.Youcaneasilyaddanyofthedataavailableinthe
PivotTableFieldListtoyourPivotTablebydraggingittothetablewithyourmouse.
SpecifyingPivotTableData
TomakethebestuseofyourPivotTable,youshouldunderstandwhatthevariousareasina
PivotTablearefor.
MicrosoftOfficeExcel2007Foundation 72
YoucanseebyexamininganemptyPivotTableframethataPivotTableisbrokenintofourmain
areas:Page,Data,Row,andColumn.
ThePageareaisideallysuitedtocolumnheadings(fields)thatareusedtoidentifyperiodicor
organizationalgroupingsofthedatainyourothercolumns.Forexample,youmayhavecolumn
headingsforsales,profit,andexpenses,whicharegroupedaccordingtothespecificmonthor
yearoverwhichthesales,profits,andexpenseshaveoccurred.Inthiscase,themonthorthe
yearcolumnheadingwouldbeplacedinthepageareaofthePivotTable.Thiswouldallowyou
topopulatethetablewiththedatacorrespondingtowhateverpagefield(yearormonth)you
select.Youcanselectagivenpage(yearormonth)andthetablewilldisplaythedataforthat
yearormonth.
TheDataareaprovidestheunderlyingcontextfortherestofthePivotTable.Thecolumn
headingyouchooseforthedataareaofthetablenormallyhasnumericvaluesassociatedwith
it(likeunitssold,profit,orexpenses).Thisisthekindofdatathatcanbemeasuredandtotaled
torevealtrendsorindicaterelationshipsbetweennonnumericdata.
TheRowandColumnfieldsareusedtocategorizethedatayouwanttoexamine.Whenyou
choosecolumnheadingstobeplacedintherowandcolumnfields,youcanseehowyour
choicesrelatetoeachotherinthecontextoftheDatabeingexamined.
Asanexample,supposeyouselectaheadinglikeProductTypefortherowarea,Salesmanfor
thecolumnarea,andProfitforthedataarea.
MicrosoftOfficeExcel2007Foundation 73
TheresultingPivotTablewillshowtheprofitfordifferentproducttypesacrosssalespeople.
NowthatyouhaveanideaofhowthepartsofaPivotTablerelate,itiseasytospecifydatafor
thetable.YoujustuseyourmousetodraganddropitemsfromthePivotTablefieldlisttothe
appropriateareasofthetable.
Onceagain,youshouldspecifyacolumnheading(field)thatrepresentsnumericvaluesforthe
dataarea.Fortherowandcolumnareasofthetable,draganddropitemsthatyouwantto
analyzewithrespecttothechosenitemforthedataarea.
Youcandraganddropmorethanonecolumnheadingtoatablearea.Theresultingtablewill
displaythecombineddatafromalloftheheadingsyouplaceinasingletablearea,asshown
below.
MicrosoftOfficeExcel2007Foundation 74
Here,boththeproducttypeheadingandthesalesmanheadinghavebeendraggedtotherow
areaofthetable.Youcannowseethesalesbysalesmanandproducttypedisplayedacross
regions.
YouwillnoticethatthePivotTablefieldlistattherightofyourPivotTablewillhavecheckmarks
correspondingtothecolumnheadingsusedinthetableitself.
Ifyouclearacheckbox,theassociateddatawillberemovedfromthePivotTable.Ifyouputa
checkinacheckboxthatwascleared,thedatawillreturntoitsplaceinthetable.
RearrangingPivotTableData
OnceaPivotTablehasbeencreated,itiseasytorearrangethedataifnecessary.Notethatyou
mustbeusingtheClassicLayout(asdescribedinthelastlesson)torearrangedata.
Herewehaveatableshowingprofitbyproducttypeacrossregions.
MicrosoftOfficeExcel2007Foundation 75
Ifwewantedtoshowsalesfiguresinsteadofprofitfigures,youcanremovetheprofit
informationfromthedataareabydraggingtheSumofProfitheadingintheupperleftcorner
ofthetableoutofthetableareatodropitanywhereoutsidethebluetableborders.
Thiswillemptythedataarea.
Oncethedataareahasbeencleared,itisjustamatterofdragginganddroppingtheSalesfield
fromthePivotTableFieldListtotheDropDataItemsHereareaofthetable.
MicrosoftOfficeExcel2007Foundation 76
Inthisimage,theSalesheadingisbeingdraggedfromthefieldlisttotheDataareaofthe
table.Oncethemoveiscomplete,thisiswhatthetablewilllooklike:
NoticethatSumofSalesisintheupperleftcornerandtheSalesheadinghasachecknexttoit
inthePivotTablefieldlist.
Youcanrearrangeanyofthecategoriesofdatainyourtablebyfollowingthisprocessof
draggingheadingsoutofthetableandthenreplacingthemwithheadingsfromthePivotTable
fieldlist.
Youwillalsonoticethattherow,column,andpageareasofthePivotTablefieldlisthavedrop
listsassociatedwiththem,indicatedbysmalldownwardpointingtriangles.
Youcanusethesedropliststorearrangeyourdataaccordingtospecificelementsinagiven
category.
MicrosoftOfficeExcel2007Foundation 77
Theproductdroplist,forexample,willletyouseedataforonlyType1,orType2,orfora
specificcombinationoftypes,dependingonhowyouconfigurethecheckboxes.
ThisisthedroplistfortheProductheading.(AnyoftheheadingsinthePivotTablethathave
droplistscanbeconfiguredinthesameway.)
ThistableonlyshowsdatafortheproductsofType1andType2,asspecifiedbyintheProduct
droplist.(Bydefault,thedroplistsareconfiguredtoshowall.)
Inthefollowingimage,theMonthfieldhasbeendraggedtothePageareaofthetable.The
droplistfortheMonthfieldcanbeusedtoshowthedataforaspecificmonth,orallofthe
months.
MicrosoftOfficeExcel2007Foundation 78
Asyounowknow,youcanspecifyandrearrangedatabydraggingheadingsfromthePivotTable
FieldListtothePivotTableitself.
IfyouclosethePivotTableFieldList,youcanalwaysgetitbackbyclickingtheFieldListbutton
ontheOptionsTab.
TheOptionstabandtheDesigntabwillbecomeavailablewheneveryouclickinsidethe
bordersofyourPivotTable.
ThepreviousdiscussionhasdealtprimarilywithPivotTableframes,alsoknownasclassic
PivotTablelayouts.NowyouwilllearnhowtoarrangedatainthedefaultExcel2007PivotTable
layout.
YouwillrememberfromtheearlierdiscussionthatwhenyoucreateastandardPivotTablein
Excel2007,itlookslikethis:
HereyoucanseetheemptyPivotTableontheleftandthePivotTablefieldListontheright.
MicrosoftOfficeExcel2007Foundation 79
AtthebottomofthePivotTablefieldlist,youwillnoticeapaneloffourdataboxes.
TheseboxesarenamedReportFilter,ColumnLabels,RowLabels,andValues.They
correspondtothePagefields,theColumnfields,theRowfields,andtheDataItemareasofa
classicPivotTableframe.
DragginganitemfromthePivotTablefieldlisttotheValuesdataboxproducessimilarresults
asdraggingtheitemtotheDataitemsareaofaclassicPivotTableframe.Thisholdstrueforthe
otherdataboxesaswell.
Asanexample,ifwedragMonthfromthefieldlisttotheReportfilterbox,Regionfromthe
fieldlisttotheColumnLabelsbox,ProductfromthefieldlisttotheRowLabelsbox,andSales
fromthefieldlisttotheValuesbox,ourresultingPivotTablewilllooklikethefollowing.
MicrosoftOfficeExcel2007Foundation 80
Thecorrespondingpanelofdataboxeswilllooklikethis.
Youcaneasilydragfieldheadingstoandfromthedataboxesinthepaneltorearrangethe
layoutofthePivotTable.
HereisaclassicPivotTableshowingprofitperproduct,acrossregions.Noticethattheclassic
tablehasthickblueborders.
MicrosoftOfficeExcel2007Foundation 81
Lesson2.3:MoreAboutPivotTables
ThepreviouslessondescribedhowtocreateaPivotTableandarrangethedatainit.Thislesson
willcarryonfromLesson2.2andexploreotherwaystomanipulateandpresentPivotTables
andtheirdata.
InthislessonwewilldiscusshowtomodifyPivotTablecalculations,howtoformataPivotTable,
andhowtorefreshPivotTabledata.YouwillalsolearnhowtocreateachartfromaPivotTable
andhowtocreateaPivotTableusingexternaldata.Intheexercise,youwilladddatatoa
PivotTable,formatthePivotTableData,changePivotTablecalculations,andcreateachartfrom
thePivotTable.
MicrosoftOfficeExcel2007Foundation 82
ModifyingPivotTableCalculations
ThedefaultsettingforPivotTablecalculationsisSUM.Thismeansthatthetotalsshowninthe
GrandTotalareasofthePivotTablewillbederivedfromsummingthevaluesintherowsand
columns.
Tomodifythewaythesetotalsarecalculated,rightclickontheSumofProfitfieldintheupper
leftcornerofthePivotTable.ThisfieldrepresentsthedataareaofthePivotTable(youcould
alsorightclickonanycellinthedataareaofthePivotTable).Whenyourightclickonacellin
thedataareaoronthecellintheupperleft(SumofProfit),youwillseeapopupmenuwith
severaloptions.
Nearthebottomofthemenu(thirdfromthebottominthisimage),youwillseeanoption
calledValueFieldSettings.
MicrosoftOfficeExcel2007Foundation 83
Ifyouclickonthisoption,youwilldisplaythePivotTableDataFieldSettingsdialogbox.
Inthisdialogbox,youcanswitchthetypeofcalculationtoCount,Average,MaxorMin,
Product,Standarddeviation,orVariance.Forthisexample,Averagehasbeenselected.
IfyouclicktheNumberbutton,youcanchooseaformatlikecurrency,accounting,ortextfor
thevaluesinthedataareaofthetable.
UndertheShowValuesAsbutton,youcanmodifythedataareavaluesfurtherbyexpressing
themaspercentagesordifferences.
ClickingOKwillincorporatethechangesintothePivotTable.
HereyoucanseethatthedatafieldlabelintheupperleftofthePivotTablenowsaysAverage
ofProfit,andthevaluesinthegrandtotalrowandcolumnareaveragesratherthansums.You
canmodifyanyfieldthatyouplaceinthedataareaofthetableinthissameway.
MicrosoftOfficeExcel2007Foundation 84
FormattingaPivotTable
ToformataPivotTable,firstclickonanycellinthetabletodisplaytheOptionstabnearthetop
ofyourExcelscreen.
AttheleftoftheOptionsTab,inthePivotTablebuttongroup,youwillfindanOptionsbutton.
ClickingthisbuttonwilldisplaythePivotTableOptionsdialogbox.
UndertheLayoutandFormattab,makesurethePreservecellformattingonupdateboxis
checked(itshouldbebydefault).Thiswillensurethatanyformattingyouapplywillberetained
ifthetableismodifiedorrefreshed.
MicrosoftOfficeExcel2007Foundation 85
UndertheTotalsandFilterstab,youcanspecifyifgrandtotalsforrowsorcolumnswillbe
shown.
UndertheDisplaytab,youcanconfigurehowfilterdropdowns,fieldcaptions,expand/collapse
buttons,andcontextualtooltipsareshown.
UnderthePrintingtabyoucanalterthelayoutofaPivotTableprintout.Finally,undertheData
tabyoucanspecifyPivotTabledataoptions,likehavingthetablerefreshedwhentheworkbook
opens.
ClickOKwhenyouarefinishedwiththePivotTableoptionsdialog.
InExcel2007,theeasiestwaytoformatyourPivotTableistousethenewPivotTableStylesthat
areprovidedontheDesigntab.WhenyouclickonacellinyourPivotTable,anOptionstaband
aDesigntabwillappearnearthetopoftheExcelscreen.
OntheDesigntab,youcanclickononeofthepresetstylesinthePivotTableStylesgroupto
quicklyapplypresetformattingtothetable.TherearealsocheckboxesinthePivotTableStyle
Optionssectionofthetabthatwillletyouspecifybandedcolumnsorrows,rowheaders,or
columnheaders.Attheleftofthetabarecontrolsthatyoucanusetovieworhidesubtotals
andgrandtotalsandtospecifyaPivotTablereportlayouttype.
HereisastylewithbandedrowsappliedtoanexistingPivotTable.
Ifyouwouldliketoapplyspecificformattingtoatablethatisnotavailableasastyle,youcan
alwaysselectarangeofcellsfromthetableandusethebuttonsontheHometabtoformatthe
MicrosoftOfficeExcel2007Foundation 86
selectedrange.Anothermethodistoselectarangeofcellsfromthetable,rightclickinthe
selectedrange,andchooseFormatCellsfromthedropdownmenu.Youcanthenchoosefrom
aseriesoftabsintheformatcellsdialogboxthatwillletyouselectnumberformats,font
styles,borders,andprotectionoptions.
YoucanalsorightclickacellinthedataareaofthetableandselecttheValueFieldSettings
optionfromthepopupmenu.
MicrosoftOfficeExcel2007Foundation 87
WhenyouseetheDataFieldSettingsdialogbox,clicktheNumberFormatbuttontoviewthe
numberformattingoptions.
Here,youcanselectanumberformatfromthelistandclickOKtoreturntotheDatafield
settingsdialogbox.ClickOKagaintoformattheentiredataareaofthePivotTablewiththe
chosennumberformat.
MicrosoftOfficeExcel2007Foundation 88
ThepreviousimageshowsaPivotTablewiththeAccountingnumberformatappliedtothedata
area.NoticealsothatthewordsNorthandNortheastinthecolumnareaofthetablehavebeen
formattedinboldbyusingtheHometabbuttons.
RefreshingaPivotTable
ThedatainaPivotTableisnotlinkeddirectlytothesourcetableorrange.Instead,the
PivotTableisbasedonahiddencopyofthesourcedatathatiskeptinmemorybyExcel.This
meansthatchangestotheoriginalsourcelistordatabasewillnotbeautomaticallyupdatedin
thePivotTable.Ifyoumakechangesinthesourcedata,youmustrefreshthePivotTableto
updateit.
YoucanrefreshaPivotTablebyclickingtheRefreshbuttonontheDatataborontheOptions
Tab.YoucouldalsorightclickonacellinthedataareaofthetableandthenclicktheRefresh
Dataoptionfromthepopupmenu.
HereisarangeofdataandaPivotTablethatusesthedatarangeasitssource.
IfwechangethesalesforASmithintheEast,(inthesourcedatarange),therewillbeno
changeinthePivotTable.(ThedataincellE8hasbeenchangedto20000andthecorresponding
profitincellF8isnow40000.)
MicrosoftOfficeExcel2007Foundation 89
HereisthesamedataandPivotTableafterthePivotTablehasbeenrefreshed.Noticethatcell
I4nowhasavalueof40500.
ChartingaPivotTable
InExcel2007,youcancreateaPivotChartfromscratch,oryoucancreateaPivotChartbased
onanexistingPivotTable.TocreateachartbasedonanexistingPivotTable,simplyclickacellin
thetableandthenclickonacharttypefromtheChartsareaontheInserttab.
Intheimageabove,abasiccolumncharthasbeenselectedandcreatedfromanexisting
PivotTable.Thisparticularchartshowsprofitsgeneratedbyeachsalesmanbrokendownover
regions.AnychangesorrearrangingoffieldvaluesinthePivotTablewillbeautomatically
MicrosoftOfficeExcel2007Foundation 90
reflectedinthePivotChart.IftherearechangesmadetothesourcedataforthePivotTable,any
oftherefreshoptionspreviouslymentionedwillupdateboththePivotTableandthe
PivotChart.ThismakesthePivotCharteverybitasmalleableasthePivotTableuponwhichitis
based.
Ifabasiccolumnchartisnotwhatyouareafter,youcanselectanyothercharttypefromthe
InserttabexceptXYScatter,Bubble,orStockcharts.Onceyoucreateyourchart,youcanclick
onyourchartareaandthendisplaytheDesigntabwhichwillallowyoutoapplyapreset
formattoyourchartviathechartstylesbuttons.
KeepinmindthatallcharttypesmaynotbeequallysuitedfordisplayingyourPivotTabledata.
Pickthecharttypethatmostclearlyillustratesthepointyouwanttoputforward.
HereisthesamePivotTabledataasbefore,butnowitisdisplayedasathreedimensionalbar
chart.Again,changestothesourcedatawillbereflectedinthePivotTable/Chartafterithas
beenrefreshed.
YoucanalsocreateaPivotTable/PivotChartcombinationfromscratchbychoosingthe
PivotChartoptionfromthePivotTablebuttonspopupmenu.
MicrosoftOfficeExcel2007Foundation 91
Remember,thePivotTablebuttonislocatedontheInserttab.
WhenyouclickthePivotChartoptioninthePivotTablebuttonmenu,youwillseethefollowing
PivotTablewithPivotChartdialogbox.
Inthisdialog,clickintheTable/Rangefieldtoplaceacursorinsideandthenselecttherangeof
cellsthatyouwanttousefromthespreadsheet.Youcanalsoselecttherangebeforeinvoking
thedialogifyouwish.Oncetherangeortablehasbeenselected,youcanchoosetoplacethe
newtable/chartonanewworksheet,orontheexistingworksheet,byselectingtheappropriate
radiobutton.Intheimageabove,theNewWorksheetoptionhasbeenselected.
MicrosoftOfficeExcel2007Foundation 92
Assoonasyouareready,clicktheOKbuttontocreatethenewPivotTable/PivotChart
combination.
MicrosoftOfficeExcel2007Foundation 93
Ifyouwish,youcanrightclickonthePivotTablearea,selectthePivotTableOptionsitemfrom
thepopupmenu,andthenchoosetheDisplaytabandchecktheClassicPivotTableLayout
optiontocreateaclassicframe.
HereyoucanseeaclassicPivotTableframe,emptyPivotChart,andPivotTablefieldlist.
YourPivotChartwillfirstappearempty,verymuchlikeyourbasicemptyPivotTable.Whenyou
dragfieldheadingsfromthePivotTablefieldlistovertoyourTableframe,thedatafromthe
fieldswillalsobegintopopulatethechart.Inasense,thelayoutthatyoucreatefortheactual
PivotTablewillbemirroredautomaticallyinthePivotChart.
MicrosoftOfficeExcel2007Foundation 94
IfyouprefertobuildyourPivotTablewithoutswitchingtotheclassiclayout,thechartwillbe
createdautomaticallyasyoudragyourfieldheadingstothepanelofdataboxesatthebottom
ofthePivotTablefieldlist.
MicrosoftOfficeExcel2007Foundation 95
HereisthechartandPivotTableafterdraggingfieldheadingsfromthePivotTablefieldlistto
theappropriatetablelocations.YoucaneasilyformatthePivotChartbyclickingonthechart
area,andthenusingtheStylesontheDesigntabtochooseapresetdesign.
(NotethenewtabsavailableforformattingandeditingPivotCharts.)
MicrosoftOfficeExcel2007Foundation 96
CreatingaPivotTableBasedonExternalData
WhenyoufirstinvoketheCreatePivotTabledialogbox,youcanselecttheUseanExternalData
Sourceradiobutton.
Whenyoudothis,youwillbeabletoselectfromalistofexistingconnections(ifthereareany)
touseasadatasource.(Iftherearenoexistingconnections,youwillseetheChoose
Connectionbuttonasshowninthefigureabove.)
MicrosoftOfficeExcel2007Foundation 97
WhenyouselectanitemfromthelistandclickOK,youwillseethePivotTableareaand
PivotTablefieldlistarrangementasbefore,thedifferencebeingthatnowthefieldheadingsin
thePivotTablefieldlistwillbefromtheexternaldatasourcethatyouselected.
Youcannowdraganddropthefieldheadingsintothepanelofdataboxestobuildyourtable.
MicrosoftOfficeExcel2007Foundation 98
Dependingontheexternaldatasourceyouchoose,itispossiblethatyoumayhavetoentera
username/passwordcombinationtogetaccesstothedata(asshownbelow).
Onceyouhaveenteredtheappropriateinformationinthefieldsprovided,clicktheOKbutton
tobegincreatingyourPivotTable.
MicrosoftOfficeExcel2007Foundation 99
YoucanalsoclickontheExistingConnectionsbuttonintheDatatabandthenselectadata
sourcefromthedialogboxthatappears.
MicrosoftOfficeExcel2007Foundation 100
Onceyouselectoneofthedatasourceconnections,clicktheOpenbuttoninthelowerrightto
revealtheImportDatapanel.
Onceyouseethispanelofcontrols,youcanspecifyaTable,aPivotTableReport,ora
PivotChartandPivotTablereport,foryourimporteddata.Youcanalsospecifyaneworexisting
worksheetforyourPivotTablelocation.Onceyouarefinishedmakingyourselections,clickthe
OKbuttontocreateyourPivotTableframeandPivotTablefieldlist.
Ifyoudonothaveanyexistingconnections,youcancreateanewoneaslongasyouhave
accesstoanexternaldatasource.Tocreateanewconnection,usetheFromOtherSources
buttonontheDatatab.
MicrosoftOfficeExcel2007Foundation 101
YoucancreateaconnectiontoanSQLserver,anAnalysisServicescube,orwithMicrosoft
Queryifyouwish.(SeeExcelIntermediatemanual,lesson5.5).Onceyouhavecreateda
connectiontoanexternaldatasource,youcanproceedtocreateyourPivotTablebyfollowing
thesameprocedureusedforanexistingconnection.
Youmayalsoremember(fromExcelIntermediatelesson5.4),thatyoucanimportdatadirectly
fromanAccessdatabasebyusingtheFromAccessbuttonontheDatatab.
Whenyouclickthisbutton,aSelectDataSourcedialogboxwillappear,allowingyouto
navigatetoagivenAccessdatabase.
MicrosoftOfficeExcel2007Foundation 102
Whenyouselectadatabaseandclicktheopenbuttoninthelowerrightofthedialog,youwill
bepresentedwiththefamiliarImportDatapanel.
Onceagain,youcanusetheoptionsintheImportDatapaneltospecifythetypeandlocationof
thetableyouwanttobuildfromtheimporteddata.
HereisanAccessdatabasetablecontainingthesourcedata.
HereisaclassicPivotTableframeandfieldlistcreatedbyimportingthedatafromAccess.
OnceyoubuildaPivotTableusingexternaldata,youcanrefreshthetablebyclickingthe
RefreshbuttonontheDatatab.
MicrosoftOfficeExcel2007Foundation 103
ThiswillupdatethePivotTablewithanychangesmadetopertinentdatainthesource
database.
YoucanalsorefreshthePivotTablebyrightclickingacellinthetableandselectingtheRefresh
optionfromthepopupmenu.
MicrosoftOfficeExcel2007Foundation 104
Lesson2.4:ExploringScenarios
Inbusiness,itisoftenbeneficialtoexploremultiplescenariosforagivensituationtoseewhat
combinationoffactorsgivesthebestresults.WithExcel2007youcaneasilyexploremultiple
scenariosbasedonthesameworksheetlayout.
Inthislessonyouwilllearnwhatascenarioisandhowtocreateone.Youwilllearnabout
scenariosummaryreportsandyouwilllearnhowtosavemultiplescenariosforagiven
situation.
WhatisaScenario?
InExcel,ascenariocanbedescribedasasetofcellvaluesthatissavedandsubstitutedinto
yourworksheetasrequired.Ifyouhavemultiplescenariossaved,youcanloaddifferent
scenariosintoyourworksheetandcompareandcontrastthemtoseewhichonegivesthebest
results.Sincetheworksheetwillbefullycalculatedaccordingtothegivensetofscenariodata
beingused,youcancompareandcontrasttheresultsofonesetofdata(scenario)withanother
bysimplyswitchingbetweendifferentscenarios.Theendresultisthatscenariosprovidea
greatwayofperformingWhatif?analysis.
Youmightusescenariostorepresentdifferentbudgetoptions,evaluatedifferentfinancial
forecasts,ortocomparedifferentdataprojectionsbasedonanumberoffactors.Thedatathat
makesupyourscenarioissavedwithyourworkbook,butremainshiddenuntilyouusethe
ScenarioManagertoloadthescenariodata.Allofthescenariosyoucreatearejustversionsof
thesameworksheetlayout,witheachdifferentscenariohavingdifferentvaluesforcertain
cells.
MicrosoftOfficeExcel2007Foundation 105
CreatingaScenario
TocreateascenarioinExcel,beginwiththeworksheetthatyouwanttoaddscenariostoand
clicktheScenarioManageroptionfromtheWhatIfAnalysismenuontheDatatab.
Whenyouclickonthisoption,theScenarioManagerdialogwillappear.
MicrosoftOfficeExcel2007Foundation 106
Tocreateascenario,clicktheAddbuttontodisplaytheAddScenariodialogbox.
TheAddScenariodialogisusedtospecifyanameforthegivenscenarioandtoenterthecells
thatwillhavevaluechangesaccordingtothisscenario.
Toenteraname,makesurethatyourcursorisintheScenarioNametextboxandtypeaname
thatdescribesthescenarioyouarecreating.
Next,decidewhichcellsyouwanttochangewiththisscenario,andthenputyourcursorinthe
ChangingCellstextbox.Selectthecellsthatwillbechangingwithyourmouse,andremember
tousetheCtrlbuttonfornonadjacentselections.
IftheAddScenariodialogboxgetsinthewaywhenyouareselectingcells,youcandragitto
onesidewithyourmouse,orcollapseitbyclickingtheCollapseDialogbutton.
YoucanalsoaddsomeremarksdescribingthescenariointheCommentareaofthedialogbox
ifyouwish.
YouwillseetwocheckboxesatthebottomoftheaddscenariodialogthatarelabeledPrevent
ChangesandHide.IfyoucheckthePreventChangesbox,changestothisscenariowillnotbe
permittedifthecorrespondingworksheetisprotected.IfyouchecktheHidebox,thescenario
willbehiddenifthecorrespondingworksheetisprotected.
MicrosoftOfficeExcel2007Foundation 107
Onceyouenteraname,selectthecellstobechanged,andaddsomecomments;clicktheOK
buttontoshowtheScenarioValuesbox.
Hereyouwillseeaseriesoftextfieldslabeledwiththecellreferencesforthecorresponding
changingcells.Ineachtextfield,youshouldentertheappropriatevalueforthisscenario.
Whenyouusethisscenario,thevaluesyouenterherewillbeloadedintothecorresponding
worksheet.Remember,youcanmovebetweentextboxesbypressingtheTabkey.
ClicktheOKbuttontocreatethescenario,andyouwillthenseetheScenarioManagerboxwith
yournewlycreatedscenarioavailableintheScenariosarea.
MicrosoftOfficeExcel2007Foundation 108
Inthisdialogbox,youcanseethechangingcellsintheChangingCellsareaandanycomments
youenteredforthisscenarioarevisibleintheCommentarea.Ifthereisanassortmentof
scenariosintheScenarioManager,justselectoneandthenclicktheShowbuttontoseethe
resultsofthegivenscenariointhespreadsheet.
CreatingaScenarioSummaryReport
TocreateasummaryreportforagivenScenario,clicktheScenarioManageroptionunderthe
WhatIfAnalysisbuttononthedatamenu.
WhentheScenarioManagerdialogappears,clicktheSummarybutton.
MicrosoftOfficeExcel2007Foundation 109
ThiswilldisplaytheScenarioSummarybox.HereyoucanchoosetocreateaPivotTable(based
onthescenariodata)orascenariosummarybyselectingtheappropriateradiobutton.
Inthisexample,theScenarioSummarybuttonisselected.Thenextstepistoselecttheresult
cellsthatyouwanttobeshowninthesummaryreport.Finally,clickOKtocreatethesummary.
Thesummaryreportwillbecreatedandinsertedintoanewworksheet.Thereportcontainsa
listofcellreferencescorrespondingtothechangingcellsinyourvariousscenarios.Italso
containsacolumnofcurrentvaluesforthechangingcells,aswellascolumnsofchangedvalues
correspondingtoeachoftheavailablescenarios(Currentvalues,Projection1,Projection2).
MicrosoftOfficeExcel2007Foundation 110
Thereisalsoarowofscenarionamesacrossthetopofthecolumnstoidentifywhichscenarioa
givencolumnofvaluesbelongsto.(Thescenariosinthereportshownaboveare:Current
values,Projection1,andProjection2.)Atthebottomofthereport,youcanseethevaluesfor
theresultscellsthatcorrespondtoeachscenario.
SavingMultipleScenarios
Tosavemultiplescenariosforaworksheet,choosetheScenarioManageroptionfromthe
WhatIfAnalysismenutodisplaytheScenarioManagerdialog.UsetheAddbuttoninthe
ScenarioManagertocreateasmanyscenariosasyourequire.Allofthescenariosyoucreate
foragivenworksheetwillbeavailableinthescenarioslistintheScenarioManagerdialog.
Inthisexample,youcanseefourscenariosinthescenariolist.Thesescenarioswillbesaved
withthisworkbookwhentheworkbookitselfissaved.Whenyouopentheworkbook,youcan
seetheavailablescenariosbydisplayingtheScenarioManager.
Toloadascenariointotheworksheet,selectitfromtheScenarioslistandclicktheShow
button.Toremoveascenario,selectitandclickDelete.Tomakechangestoascenario,selectit
andclicktheEditbutton.
Youcanhaveadifferentsetofscenariosforeachworksheetinyourworkbook.Whenyou
displaytheScenarioManager,onlyscenariosforthecurrentlyactiveworksheetwillbeshown
intheScenarioslist.
MicrosoftOfficeExcel2007Foundation 111
Lesson2.5:WhatIfAnalysis
OneoftheadvantagesofaspreadsheetprogramlikeExcel2007isitsabilitytoexplorewhatif
situations.Scenarios(discussedinLesson2.4)provideonewaytoexplorethepotential
outcomesfromdifferentsetsofpossibledata,butthatisnotallthatExcelhastoofferinthis
regard.
Excelalsoprovidesafewotheroptionsforexperimentingwithyourworksheetdataunder
differentconditionsorconstraints.Excelsoneandtwoinputdatatablefeaturescanshowyou
theresultsofworksheetformulasbasedondifferentrangesofhypotheticalvalues.ExcelsGoal
SeekandSolverfeaturescantakewhatifanalysisonestepfurtherbylettingyoufindoptimal
valuesbasedonconstraintsorconditionsyouimpose.
Inthislessonyouwilllearnaboutoneinputandtwoinputdatatables,ExcelsGoalSeek
feature,andExcelssolver.Inthestepbystepexercise,youwillpracticeusingGoalSeek.
UsingaOneandTwoInputDataTable
YoucanuseExceldatatablestoseehowyourformularesultschangewhenthedatathatthe
formulaisbasedonchanges.YoudothisbyspecifyingaseriesofhypotheticalvaluesforExcel
toevaluatetheformulaswithandthenviewtheresultsoftheevaluations.Forexample,you
couldexaminehowchangesinthenumberofclientsforabusinesswillaffecttheincomeor
profit.
Datatablessaveyouthetroubleofenteringseveralvaluesintotheworksheetandrecording
eachrecalculationoftheworksheetresultsforlatercomparison.Whenyouuseadatatable,
MicrosoftOfficeExcel2007Foundation 112
Excelwillsubstitutearangeofvaluesintotheworksheetformulasforyouandtabulatethe
resultssotheycanbeviewedeasily.
InExcel,youcancreateasingleinputdatatableoratwoinputdatatable.Asingleinputtable
willsubstitutearangeofvaluesasasinglevariableinasmanyformulasasyoulike.Withatwo
inputdatatable,youcanspecifyrangesfortwoinputvariables,buttheseinputvariablescan
onlybeappliedtooneformula.
Thefollowingexampleinvolvesahypotheticalconsultingfirm.Ourfirstgoalistoexaminethe
effectofthenumberofclientsforthefirm,onthetotalprofit,totalexpenses,andtotalincome.
Currently,thefirmhas10clients.Thevaluesforwages,totalclientcosts,totalexpenses,and
profitareallcalculatedbyformulasdependentonthenumberofclientsthefirmcanretain.To
seewhatresultstheprofitformulaandotherformulaswouldproduceforarangeof
hypotheticalclientnumbers,wecanuseasingleinputdatatable.
Therearesomerulesyoushouldfollowwhenbuildingyourdatatabletohelpensurethatit
workscorrectly.First,listthevaluesthatyouwanttoinputintotheformulasinarowor
columnofadjacentcells.Forthisexample,acolumnofinputvaluesisused.Intherowjust
aboveyourinputcolumn,entercellreferencestotheformulasthatyouwanttoevaluate.
Makesureyouenterthereferencesstartingonecelltotherightofthecolumnofinputvalues.
Intheexamplespreadsheetthatfollows,theinputvariablesareinthecellrangeE5:E30.CellF4
containsthereference=C5,cellG4containsthereference=C13,andcellH4containsthe
reference=C15,forthetotalincome,totalexpenses,andtotalprofitformulasrespectively.
MicrosoftOfficeExcel2007Foundation 113
Itisagoodideatolabelyourcolumnsappropriately,soyoucanclearlyunderstandthedata
tableresults.Inthisexample,thesamelabelsthatappearinthesourcedataareusedforthe
singleinputdatatable.
Noticethattheformulareferences(F4:H4)areinarowjustaboveandonecelltotherightof
thefirstinputvariable(E5).Thedatatableisnowready.Theinputvariablesarelistedinthe
Clientscolumnandtheformulareferencesareonerowaboveandonecelltotheright.Allof
theelementsinthedatatableareclearlyidentified.
MicrosoftOfficeExcel2007Foundation 114
Thenextstepistoselecttherangeofcellsfromthedatatablecontainingtheinputvariables
andtheformulareferences.Inthisexample,therangeisE4:H30.
Next,choosethedatatableoptionfromtheWhatIfAnalysismenutodisplaytheDataTable
dialogbox.
MicrosoftOfficeExcel2007Foundation 115
Therangeofinputvariablesandformulareferenceshasbeenselected,andtheDataTable
dialogboxisreadyforinput.
Becausetheinputvariablesarearrangedinacolumn,wewillusetheColumninputcelltext
fieldinthetabledialogboxratherthantheRowinputcellfield.IntheColumninputcelltext
field,enterC3,whichisthecellfromoriginaldataareathatcontainsthenumberofclients.
(Rememberthatthenumberofclientsisalsoourchoseninputvariable.)
ClickingtheOKbuttonintheDataTabledialogboxwillcompletethedatatable.
MicrosoftOfficeExcel2007Foundation 116
Youcannowseeataglancehowthe26differentvaluesintheClientscolumninfluencethe
income,totalexpenses,andtotalprofitresults.
MicrosoftOfficeExcel2007Foundation 117
IfyouchangethevaluesintheClientcolumn,thedatatablewillrecalculateinaccordancewith
thenewvaluesautomatically.Youcanapplyformattingstyles,borders,shading,andother
enhancementstothedatatableinthesamewayasyouwouldanyotherareaofyour
worksheet.
Ifyouwanttoexaminetheeffectsoftwoinputvariablesonasingleformula,youcanuseatwo
inputdatatable.
MicrosoftOfficeExcel2007Foundation 118
Tobuildatwoinputdatatable,firstchooseanemptycellandenterareferencetotheformula
youwanttoexamine.Usingthesameconsultingfirmexampleasbefore,wewillchoosecellE2
andenterthereference=C15fortheProfitformula.
Thenextstepistocreatetwovariableranges.Onerangewillbeacolumnstartinginthecell
immediatelybeneaththeformulacellandtheotherrangewillbearowstartingonthe
immediaterightoftheformulacell.Thismeansthattheformulacell(E2)willbeattheupper
leftcornerofthetwoinputdatatable.Forthecolumnofinputvariables,wewillagainusethe
numberofclients.Fortherowofinputvariables,wewillusetheFeePerClient.(Theformula
fortheProfitvaluesisindirectlydependantonbothofthesevariables.)
AfterenteringsomehypotheticalvaluesforthenumberofclientsincellsE3:E15andsome
differentclientfeevaluesincellsF2:J2,wewillendupwithaworksheetsomethinglikethis:
MicrosoftOfficeExcel2007Foundation 119
(Shading,labels,andcurrencyformattinghavebeenaddedtothedatatableforclarity.)
Thenextstepistoinvokethedatatabledialog.Thistime,theformulareferencedinE2willbe
evaluatedonceforeverycombinationofClientsandClientfees,thatexistsinthetable.
FirstwewillselecttherangeofdatacellsE2:J14andthenwewillchoosethedatatableoption
fromtheWhatIfAnalysismenu.
Thistime,wehavetwoinputvariables:onecorrespondingtotherowofClientfeesandone
correspondingtothecolumncontainingtheClientsdata.
IntheRowInputCelltextareatypeC4,becausetherowofclientfeescorrespondstocellC4in
theoriginaldata.Similarly,intheColumnInputCell,typeC3.TheDataTabledialogboxshould
looklikethis.
MicrosoftOfficeExcel2007Foundation 120
ItisnowjustamatterofclickingtheOKbuttontocompletethetable.
Nowthedatatablecontainsspeculativeprofitvaluesbasedonthenumberofclientsandthe
feeperclient.
UsingGoalSeek
GoalSeekisanotherusefulwhatifanalysistoolprovidedbyExcel.WithGoalSeek,Excelwill
findavalueforaspecifiedcellthatmakesagivenworksheetformulaequaltoavaluethatyou
define.Inotherwords,youcansetaformulatoavalue(goal)thatyouwouldliketoattain,and
thenspecifyoneofthecellsthattheformulareferencesasacellthatExcelcanadjustinorder
toreachthegoal.
Takethefollowingworksheetasanexample.
Theworksheetclearlyshowsanegativeprofit(loss)forthecurrentworksheetvalues.Wecan
useGoalSeektofindabreakevenpointbasedonchangestoacellthatisreferenced(directly
orindirectly)bytheprofitformulaincellB8.TheprofitformulaisTotalIncomeTotal
Expenses,orB4B7.CellB2containsthenumberofunitssold.Thiswillbethecellthatwewill
adjusttobreakeven.
MicrosoftOfficeExcel2007Foundation 121
First,selectcellB8(thecellwiththeprofitformula),andtheninvokeGoalSeekbychoosingthe
GoalSeekoptionfromtheWhatIfAnalysismenuontheDatatab.
CellB8isenteredintotheSetCelltextfield,becausethatisthecellthatyouselectedjust
beforeinvokingGoalSeek.IntheToValuetextfieldtype0andintheByChangingCellfield
enterB2(bytypingitindirectlyorbyclickingwithyourmouse).TheresultingGoalSeekbox
shouldlooklikethefollowing.
MicrosoftOfficeExcel2007Foundation 122
IfyouclicktheOKbutton,GoalSeekwillfindavalueforCellB2(Unitssold)thatwillmakethe
profitequalto0(breakeven).
TheGoalSeekStatusboxreportsthatasolutionhasbeenfound.Youcanseethevalue300in
cellB2.Thismeansthatifallothervariablesremainunchanged,youmustsell300unitsto
breakeven.ClickingtheCancelbuttonwillrestoretheoriginalworksheetvalues,andclicking
OKwillentertheGoalSeeksolutionvaluesintotheworksheet.
YoucanjustaseasilyuseGoalSeektofindthepriceperunitorthecostperunitthatwould
maketheworksheetbreakeven.
UsingSolver
Sometimes,whendealingwithmorecomplexproblems,ExceldatatablesortheGoalSeek
featurecannotprovidethekindofforecastoranalysisyouarelookingfor.Inthistypeof
situation,Excel2007sSolverfeaturemightbeabletohelp.
ThesolverisanExcelfeaturethatisdesignedforoptimizingsystemsofequationssubjectto
specificconstraints.Thesolvercanbeusedtofindoptimalsolutionsforlinearprogramming
problemsinvolvingmultipleequationsandmultipleunknowns.Anoptimalsolutionmightbe
onethatmaximizesprofit,oritcouldbeonethatminimizescosts.Basically,theoptimal
solutionwilldependonthecontextofthesituationandwhatyouarelookingfor.
Ifyouaretryingtosolveacomplexproblem,thesolverwillrequirecertaininformationforitto
workcorrectly.Youwillhavetodesignateaformulathatreferencestheunknownsyouwantto
solvefor,andyouwillhavetodefineconstraintsthatmodelthegivensituation.Thebestway
togetanideaofhowsolverworksistoseeitusedinanexample.
MicrosoftOfficeExcel2007Foundation 123
First,sincesolverisanExceladdin,itmaynotyetbeinstalled.Youcancheckthisbyclicking
theDatatab.YoumayseetheSolverbuttontothefarrightofthetab.
Ifthereisnosolveroption,theSolverhasnotyetbeeninstalled.Toinstallthesolver,display
theOfficemenuandclicktheExcelOptionsbuttonatthebottom.
WhenyouseetheExcelOptionswindow,chooseAddInsfromthepanelontheleft,andthen
usethedroplistatthebottomtospecifyExcelAddins.
Whenyouareready,clickGotodisplaytheExcelAddins.
WhenyouseetheExcelAddInsbox,putachecknexttotheSolverAddinoptioninthe
availableaddinslistandclickOK.WhenExcelfinishesinstallingtheSolver,youshouldbeable
toaccesstheSolveroptionontheDatatab.
MicrosoftOfficeExcel2007Foundation 124
InordertousetheExcelsolver,youmustsetuptheworksheetcorrectly.Thisrequiresasolid
understandingoftheproblemyouaretryingtosolve.
Thefollowingexampleinvolvesabusinessthatassemblesandsellscomputers.Thebusiness
sellstwodesktopmodels:theBudgetPCandthePowerPC.TheBudgetmodelislesspowerful
thantheothermodel,butthepriceisveryreasonable.ThePowerPChasmorecomputing
powerandstoragethanthebudgetmodel,butitisalsomoreexpensive.
Fromtheworksheet,youcanseethatittakes3hoursofhardwarelabortoassemblethe
BudgetPCand4hoursofhardwarelabortoassemblethePowerPC.Oncethehardwareis
assembled,ittakes1hourofsoftwarelabortoinstallandconfiguretheoperatingsystemand
otherprogramsontheBudgetPC,and2hoursofsoftwarelabortoinstallallthenecessary
programsonthePowerPC.
Ourgoalistofindouthowmanyofeachtypeofcomputerweshouldmaketomaximizeour
weeklytotalrevenue,andwhatthemaximumtotalrevenuewouldbe.Tocomplicatematters,
thebusinessemploysoneparttimesoftwareinstalleravailablefor30hoursofsoftwarelabor
perweek,andtwofulltimehardwaretechniciansthatprovide80hoursofhardwarelabora
week.Also,thecompanythatsuppliesthebusinesswithprocessorscansupplyonly10Power
PCprocessorsaweek.
Thismeansthatthetotalsoftwarelaborusedmustbelessthanorequalto30hoursforthe
weekandthetotalhardwarelabormustbelessthanorequalto80hours.Furthermore,the
numberofPowerPCmodelswecanmakeinaweekmustbelessthanorequalto10.
MicrosoftOfficeExcel2007Foundation 125
Thefollowingworksheetisthesameasthepreviousone,exceptthatthecellformulasarenow
visible.Takeyourtimeandexaminethecellreferencesintheformulascarefully.
CellsB4andC4holdthenumberofhardwareandsoftwarelaborhoursrequiredtobuilda
BudgetPC.Similarly,cellsB5andC5containthenumberofhardwareandsoftwarehours
requiredtoassembleaPowerPC.TherevenuesfromtheBudgetcomputerscanbecalculated
bymultiplyingthenumberassembledbythesaleprice.(ThisiswhattheformulainF4does.)
TherevenuesfromthepowercomputersarecalculatedbyasimilarformulaincellF5.
Noticethatinbothcases,therevenueformulasdependonthenumberofcomputers
assembled(cellsD4andD5).Becauseofthis,thetotalrevenueformula(F6)isindirectly
dependentonD4andD5.
Theformulawewanttooptimize(alsoknownastheobjectiveformula)representsthetotal
revenue(F6).Thecellswewillchangetomaximizethetotalrevenueformularepresentthe
quantitiesofeachtypeofcomputerassembled(D4forBudgetPC,andD5forPowerPC).
Theconstraintsforthisproblemareshowninthegreenhighlightedarea.Itisnotabsolutely
necessarytolabeltheconstraintsastheyareshownhere,butclearlyidentifyingthemonthe
worksheethelpswhenenteringtheconstraintsinthesolver.Basicallytheconstraintsspecify
thatthehardwarehoursaretobelessthanorequalto80,thesoftwarehoursaretobeless
thanorequalto30,thenumberofPowerPCsthatcanbeassembledislessthanorequalto
10,andthenumberofeachtypeofcomputerassembledhastobegreaterthanorequalto0.
Thislastconstraintmayseemobviousandsilly,butitisimportanttoincludeitsothesolver
knowsthatusingnegativevaluesinthechangingcellsisnotanoptionwhenoptimizingthe
objectiveformula.
TheformulasthatcalculatethetotalsoftwarehoursandhardwarehoursusedareincellsG4
andH4respectively.Youshouldnoticethattheseformulasarealsodependentonthenumber
ofeachcomputertypeassembled.
Tosummarize,inordertouseExcelssolveryoumusthaveaformulatooptimize(calledthe
objectiveformula)andyoumusthavecellsthatcanbechangedtooptimizetheobjective.The
MicrosoftOfficeExcel2007Foundation 126
cellstobechangedshouldbeprecedentstotheobjectiveformula;thatis,thecalculationofthe
objectiveformulashoulddependonresultsintheprecedentcells.Ifconstraintsareinvolved,
theformulastobesubjectedtotheconstraintsshouldalsobedependentonthechangingcells.
Intheprecedingworksheet,CellsG4andH4containformulasthataresubjecttothe
constraints.CellF6containstheobjectiveformula,andcellsD4andD5arethechangingcells.
YoushouldnoticethattheformulasincellsG4,H4,andF6,arealldependentonthechanging
cells(eitherdirectlyorindirectly).
Note:Itisassumedthroughoutthatthereisenoughdemandtoensurethateverycomputer
madewillbesold.
Tousethesolver,clicktheSolverbuttonontheDatatabtodisplaytheSolverParameters
dialogbox.
PlaceyourcursorintheSetTargetCelltextboxandclickontheworksheetcellthatcontains
yourobjectiveformula(cellF6fromtheprecedingworksheet).
Sincewewanttofindthemaximumtotalrevenue,selecttheMaxradiobuttonnexttothe
Equaltolabel.Toenterthechangingcells,placeyourcursorinthetextareaundertheBy
Changingcellsheading,andselecttheappropriatecellsfromtheworksheetwithyourmouse.If
theyarenonadjacentcells,presstheCtrlbuttonwhenselectingthem.Fortheproblemshown
here,thechangingcellsareD4andD5.
MicrosoftOfficeExcel2007Foundation 127
ThenextstepistoaddtheconstraintsbyclickingtheAddbuttontotherightofthelargewhite
constraintsarea.ThiswilldisplaytheAddConstraintbox.
PlacethecursorintheCellReferencetextfield,andthenselectacellwithaformulayouwant
toconstrain.Inthisparticularexample,cellG4isselected,whichcontainstheformulafor
calculatingthetotalsoftwarehoursused.FollowthesameprocessfortheConstrainttextfield.
Inthisexample,cellH11;containingthevalue80isentered.Next,usethedropdownlistinthe
centertospecifythetypeofrelationshiprequiredbetweenthetwocells.Inthiscase,the
constraintreadsG4<=H11(thatis,totalsoftwarehours<=80).
ClickOKtoentertheconstraintintotheSolverParametersdialogbox,whichnowlookslike
this.
ClicktheAddbuttonagainandfollowthesameprocesstoenterthecellreferencesfortherest
oftheconstraints:
Totalhardwarehours<=30(H4<=H10)
NumberofPowerPCs<=10(D5<=H12)
NumberofPowerPCs>=0(D5>=H13)
NumberofBudgetPCs>=0(D4>=H13)
MicrosoftOfficeExcel2007Foundation 128
HereistheresultingSolverParametersdialog.
Hereisthecorrespondingworksheetwithformulasshown.
Examinetheworksheetsothatyouunderstandtherelationshipsbetweenthetargetcell,the
changingcells,andtheconstraintsspecifiedintheSolverParametersbox.
MicrosoftOfficeExcel2007Foundation 129
Toimplementthesolver,clicktheSolvebuttonintheSolverParametersdialog.Ifyoudesigned
theworksheetcorrectly,andenteredthecorrectcellreferencesandconstraints,youshould
seethefollowingSolverResultsbox.
Thevaluesthatmaximizethetotalprofitwillnowbevisibleinthechangingcells(D4andD5).
Thevalueofthemaximumprofitwillbevisibleinthetargetcell(F6).Thekeepsolversolution
radiobuttonwillbeselectedbydefault.IfyouclickOKthenewvalueswillremaininthe
worksheet.IfyouselectRestoreoriginalvalues,thesolutionsthatthesolverfoundwillnotbe
enteredintotheworksheetandtheoriginalvalueswillberetained.
Youhavetheoptiontosavethesolverresultsasascenariothatyoucannameandreloadinto
theworksheetatalaterdate(refertolesson1.4).Youcanalsoselectoneormorereporttypes
fromthelistattherightoftheSolverResultsbox.Theseformattedreportswillbegeneratedon
separateworksheets.
MicrosoftOfficeExcel2007Foundation 130
Thisfollowingimageshowsananswerreportbasedonthesolversolution.Itisgeneratedona
separateworksheetifyouselectAnswerfromthereportlistinthesolverresultsbox.
ThisisthesameworksheetafterthepriceoftheBudgetPChasbeenchangedto750;andthe
solverhasbeenappliedwiththesametarget,changingcells,andconstraintsasbefore.Notice
thatbecausethepricehasbeenchanged,thesolutionisnow20BudgetPCsand5PowerPCs
foratotalrevenueof21000.
MicrosoftOfficeExcel2007Foundation 131
Index
Chart
Chartfloor ................................................................................................................................. 21
Creatingachart........................................................................................................................... 3
Moving ...................................................................................................................................... 27
Resizing ..................................................................................................................................... 24
Charts
Addingacharttitle.................................................................................................................... 12
Addingtrendlines...................................................................................................................... 18
Asanobjectinanotherworksheet........................................................................................... 29
Axes......................................................................................................................... 11,16,17,23
Calloutsin.................................................................................................................................. 32
ChangesinExcel2007................................................................................................................. 2
Changingaxislabelsin .............................................................................................................. 45
Changingthesourcedata ......................................................................................................... 38
Changingthetype ..................................................................................................................... 35
Chartwall .................................................................................................................................. 21
Datalabels................................................................................................................................. 15
Datatable.................................................................................................................................. 18
DesignTab......................................................................................................4,11,30,35,47,49
Errorbars ............................................................................................................................ 19,20
Formattingthechartarea........................................................................................................... 8
Formattingthelegend .......................................................................................................... 5,14
Formattingtheplot..................................................................................................................... 7
Gridlines .................................................................................................................................... 17
LayoutTab................................................................................................................................. 11
Savingasatemplate ................................................................................................................. 49
Seriesin..................................................................................................................................... 41
Styles ........................................................................................................................................... 9
Typeofchart ............................................................................................................................... 2
DataTab ...................................................52,53,57,60,88,99,100,101,102,105,121,123,126
ExcelOptions
Installingaddins ..................................................................................................................... 123
GoalSeek....................................................................................................... 51,111,120,121,122
HomeTab................................................................................................................................ 85,88
InputTables
Creatingsingle......................................................................................................................... 113
Creatingtwoinput .................................................................................................................. 117
DataTabledialog ............................................................................................................ 115,119
Formatting .............................................................................................................................. 117
Rules........................................................................................................................................ 112
MicrosoftOfficeExcel2007Foundation 132
Single....................................................................................................................................... 112
TwoInput ................................................................................................................................ 112
InsertTab .................................................................................................2,3,32,64,68,89,90,91
Outlining
Automatic.................................................................................................................................. 52
Collapsinglevels........................................................................................................................ 55
Expandinglevels........................................................................................................................ 55
Groupingdatamanually ........................................................................................................... 56
Removingsubtotals .................................................................................................................. 62
Ungroupingdata ....................................................................................................................... 59
Usingsubtotals.......................................................................................................................... 59
PivotChart ..................................................................................................................................... 95
Creating................................................................................................................. 90,91,92,100
DesignTab................................................................................................................................. 90
Frames....................................................................................................................................... 93
Inserting .................................................................................................................................... 89
Populatingwithdata................................................................................................................. 93
Refreshingdata ......................................................................................................................... 90
Styles ......................................................................................................................................... 90
PivotTable .................................... 51,63,64,73,79,80,81,83,85,88,89,90,93,94,95,96,109
AndtheImportDatapanel ..................................................................................................... 100
Basicsof .................................................................................................................................... 63
Calculations......................................................................................................................... 82,83
ClassicLayout ........................................................................................... SeePivotTable,Frames
Creating........................................................................................64,78,90,91,92,98,100,102
Dataarea....................................................................................................................... 72,75,76
Databoxes ................................................................................................................................ 80
Databoxesvs.dataareas ......................................................................................................... 79
DataFieldSettings .................................................................................................................... 83
DesignTab........................................................................................................................... 78,85
Expandingandcollapsingdata ................................................................................................. 68
Fieldlist ..................................................................................................66,67,74,76,77,79,93
Frames..................................................................................................68,70,71,72,78,93,102
Manuallyformatting ................................................................................................................. 85
Numberformats ................................................................................................................. 83,87
OptionsTab......................................................................................................................... 78,88
Pagearea................................................................................................................................... 77
Placing ....................................................................................................................................... 65
Populatingdata......................................................................................................................... 73
Rearrangingdata..................................................................................................... 74,75,76,80
Refreshingdata ................................................................................................................. 89,103
Removingdata .......................................................................................................................... 74
Rowandcolumnareas........................................................................................................ 72,76
Sourcedata ............................................................................................................. 64,65,71,88
MicrosoftOfficeExcel2007Foundation 133
Styles ......................................................................................................................................... 85
TableOptions .................................................................................................... 69,70,78,84,85
Usingexternaldatasources........................................................................................ 65,96,101
Whatis? .................................................................................................................................... 63
Scenarios
Adding ..................................................................................................................................... 106
Creating................................................................................................................................... 105
Deleting................................................................................................................................... 110
Editing ..................................................................................................................................... 110
Savingmultiple........................................................................................................................ 110
ScenarioManager ................................................................................... 104,105,107,108,110
Showing................................................................................................................................... 108
Solverresultsand.................................................................................................................... 129
Summaryreports .................................................................................................................... 108
Whatare?................................................................................................................................ 104
Solver
Addingconstraints .................................................................................................................. 127
Examples ................................................................................................................................. 128
Implementingsolution............................................................................................................ 129
Installing.................................................................................................................................. 123
Launching ........................................................................................................................ 123,126
Reports.................................................................................................................................... 129
Results..................................................................................................................................... 129
Settingupworksheettouse ........................................................................................... 124,125
SolverParametersdialog ........................................................................................................ 126
Whatis? .................................................................................................................................. 122