Excel07 Sample

THE COMPLETE
Microsoft Excel 2007

LEVEL 3
CompleteVISUALTM Step-by-step Series Computer Training Manual www.computertrainingmanual.com
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Microsoft
Excel 2007
HOW TO USE THIS MANUAL
Level 3
The CompleteVISUALTM step-by-step computer training manual is specially developed and organized based on the Instructional Design concepts, to ensure the effectiveness of the learning process. Most of the tasks in each chapter fit into a single page for easy reference. Most tasks are summarized to less than 10 key steps and accompanied by actual screen illustrations. Every step you go through is practical and relevant. All chapters are independent. No exercise files need to be installed prior to the training, so you can start training from the modules that best suit you or your trainees. However, the module sequence that we suggest is designed to optimize your computer learning process.
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Instructions
You are asked to
Microsoft
Excel 2007
HOW TO USE THIS MANUAL
Click the Office Button >> Open. Press <Shift>+<Tab> Type Photo from Kevin Jeff.
Level 3
Click the Office Button to expand the menu, and then click the Open command. Hold down the Shift key while pressing the Tab key on the keyboard. Type the phrase Photo from Kevin Jeff. Handy summary. Each Handy summary. Each
Task Name. Each task consists of aa series of fully Task Name. Each task consists of series of fully
illustrated step-by-step instructions, which help you illustrated step-by-step instructions, which help you through the hands-on activities. through the hands-on activities.
task concludes with aa task concludes with summary that reinforces the summary that reinforces the key steps in the task. ItIt also key steps in the task. also serves as aa cue card for a serves as cue card for a specific task. specific task.
Visual step-by-step Visual step-by-step instructions take you instructions take you
through hands-on activities through hands-on activities to accomplish each task. to accomplish each task. These instructional actions These instructional actions appear in bold. appear in bold. The important commands or The important commands or keywords are highlighted in keywords are highlighted in this font and style. this font and style. The text that you need to The text that you need to type in appears in this font type in appears in this font and styles. and styles.
Detailed descriptions Detailed descriptions and explanations on and explanations on
each step help you to learn each step help you to learn more about the step that you more about the step that you have just performed. have just performed.
Actual screen Actual screen illustrations such as the illustrations such as the
dialog boxes and the result dialog boxes and the result outcomes are displayed to outcomes are displayed to show you how they appear show you how they appear on screen. This helps you to on screen. This helps you to learn visually and effectively. learn visually and effectively. AA rectangle or circle is used rectangle or circle is used to draw your attention to the to draw your attention to the part of the illustration that part of the illustration that you are dealing with. you are dealing with.
Appropriate tips, tricks, and Appropriate tips, tricks, and shortcuts that you may find shortcuts that you may find
useful are included to further useful are included to further enhance your skills. enhance your skills.
Microsoft
Excel 2007
TABLE OF CONTENTS
Level 3
HOW TO USE THIS MANUAL.........................................................................4 CREATING A PIVOTTABLE AND ANALYZING DATA.........................................................................................7

Creating A PivotTable ..............................................................................................................8 How To Create A PivotTable...............................................................................................9 Updating A PivotTable............................................................................................................11 How To Update The Information In A PivotTable...............................................................12 How To Change The Layout Of A PivotTable ...................................................................13 How To Add An Information Field To A PivotTable............................................................14 How To Arrange Information In A PivotTable....................................................................15 How To Filter The Report In A PivotTable.........................................................................16 How To Filter Specific Records.........................................................................................17 Working With Calculated Fields In A PivotTable...................................................................18 How To Change The Calculated Field Value Settings.......................................................19 How To Insert A Calculated Field......................................................................................20 How To Delete Calculated Fields......................................................................................22 How To Change A PivotTable Options..............................................................................23 Creating A Chart From A PivotTable......................................................................................24 How To Create A Chart From A PivotTable.......................................................................25 Exploring What-If Tables.........................................................................................................27 How To Create A One Variable What-If Table...................................................................28 How To Create A Two Variables What-If Table.................................................................30 Using Scenarios......................................................................................................................32 How To Create Scenarios.................................................................................................33 How To Apply A Scenario.................................................................................................36 Implementing Problem Solving..............................................................................................37 How To Use The Goal Seek Tool......................................................................................39 How To Load Add-Ins.......................................................................................................41 How To Use The Solver Tools..........................................................................................43
Creating A PivotTable And Analyzing Data
Objectives:
When you have completed these lessons, you will be able to:

Create A PivotTable Update The Information In A PivotTable Change The Layout Of A PivotTable Add An Information Field To A PivotTable Arrange Information In A PivotTable Filter The Report In A PivotTable Filter Specific Records Change The Calculated Field Value Settings Insert A Calculated Field Delete Calculated Fields Change A PivotTable Options Create A Chart From A PivotTable Create A One Variable What-If Table Create A Two Variables What-If Table Create Scenarios Apply A Scenario Use The Goal Seek Tool Load Add-Ins Use The Solver Tools
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Microsoft
Excel 2007
Creating A PivotTable
Databases or data lists consist of many fields and records.
LEVEL 3
CREATING A PIVOTTABLE AND ANALYZING DATA
These records are
considered raw data. To convert the data into useful information, you need to organize the list and summarize specific details while excluding the irrelevant ones. At times, you may have several similar Microsoft Excel lists, which need to be consolidated to produce a single report. In this, PivotTable report can be used to accomplish the task.
This is a raw data in a database that need to be summarized in order to produce an informative report.
PivotTable helps to convert the raw data into a useful report.
Filter Area You can select the criteria to filter the records you. want.
Column Area Show field details in column headings.
Row Area Show field details in row headings.
Data Area Show calculated field details.
Microsoft
Excel 2007
LEVEL 3

How To Create A PivotTable
Before you begin, create a new worksheet with the data as shown below or copy the [PivotTable] worksheet from the `Level3 workbook.
1.
SUMMARY
Click any cell in the range of cells from which you want to create a PivotTable.
1.Click any cell in a range of data. 2.Click the Insert tab. In the Tables group, click the PivotTable button. 3.Specify the options in the Create PivotTable dialog box. 4. Click the OK button. 5. In the PivotTable Field List pane, select the fields you want to show in the PivotTable.
2.
Click the Insert tab. In the Tables group, click the PivotTable button.
Make sure you click the upper part of the PivotTable button. The Create PivotTable dialog box appears.
TIPS
You can also create a
Pivot Table by clicking the PivotTable dropdown arrow, and then, click the PivotTable.
3.
In the Location box, type B11.

The table/range is automatically selected. Here, you will create a PivotTable at the cell B11 on the same sheet.
Microsoft
Excel 2007
LEVEL 3

4.
Click the OK button.
A PivotTable is created with no data in it. PivotTable Field List pane appears on the right, as shown below.
5.
In the PivotTable Field List pane, click to select the Month, Sales Person and Sales Value fields you want to show in the PivotTable.
The selected information appears in the PivotTable, as shown below. Note that the fields are automatically added to the Row Labels area and Values area in the PivotTable Field List pane.
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Updating A PivotTable
LEVEL 3
A PivotTable will not be updated automatically when you edit the source database. You have to manually update the PivotTable. In Office Excel 2007, PivotTables are much easier to use than in earlier versions of Excel. By using the new PivotTable user interface, the information that you want to view about your data is just a few clicks away. You no longer have to drag data to drop zones. Now, you can simply select the fields that you want to see in a new PivotTable field list. And after you create a PivotTable, you can take advantage of many other new or improved features to summarize, analyze, and format your PivotTable data. Using Undo in PivotTables You can now undo most actions that you take to create or
rearrange a PivotTable. Plus and minus drill-down indicators are used to indicate whether you can expand or collapse parts of the PivotTable to see more or less information. Sorting is now a lot simpler than the previous version. You can also filter data by using PivotTable filters, such as Greater than, Equals, or Contains. You can also apply conditional formatting to an Office Excel 2007 Pivot Table. You can quickly apply a predefined or custom style to a PivotTable just like you can for Excel tables and charts.
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Excel 2007
LEVEL 3

How To Update The Information In A PivotTable
1.
Click the cell E8, update the sales value to 5400.

This will update the record from 5200 to 5400. Note that the information is not updated automatically in the PivotTable.
SUMMARY
1.Edit the source database. 2.Click the PivotTable. 3.Click the Options tab. In the Data group, click the Refresh button.
2.
Click the PivotTable.

The PivotTable Tools ribbons appear, as shown below.
TIPS
You can also right-
click the PivotTable, then click Refresh from the shortcut menu.
3.
Click the Options tab. In the Data group, click the Refresh button.
Make sure you click the upper part of the Refresh button. The total for John Cage in Mar is now updated from 5200 to 5400.
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Microsoft
Excel 2007
LEVEL 3

How To Change The Layout Of A PivotTable
1.
Click any cell in the PivotTable.

The PivotTable Field List pane appears on the right.
SUMMARY
1.Click any cell in the PivotTable. 2. Drag the field you want to appear as the column label and drop it to the Column Labels area. 3.Drag the field you want to appear as the row label and drop it to the Row Labels area.
2.
Drag the Month field you want to appear as the column label and drop it to the Column Labels area.
The product details appear as the column heading in the PivotTable, as shown below. You can also drag the Month field from the Row Labels area to the Column Labels area. Note that the Month field is automatically removed from the Row Labels area, as shown below.
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Excel 2007
LEVEL 3

How To Add An Information Field To A PivotTable
1.

SUMMARY
1.Click the PivotTable. 2.Drag and drop the field from the PivotTable Field List to the Column Labels area, Row Labels area or Values area you want.
2.
Drag and drop the Product field from the PivotTable Field List to the Column Labels area.
Here, you will place the Product field below the Month field in the Column Labels area.
3.
Release the mouse.

The information is added into the PivotTable as shown below.
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Excel 2007
How To Arrange Information In A PivotTable
LEVEL 3

1. 2.
Drag and drop the Month field from the Column Labels area to the Row Labels area.
Here, you will drop the field below the Sales Person.
SUMMARY
1.Click the PivotTable. 2.Drag and drop the field between the Column Labels area, Row Labels area and the Values area.
TIPS
You can also remove

the field by dragging the field away from the area.
3.
Release the mouse.

The information is arranged into the PivotTable as shown below.
4.
Click the Month field and then click Remove Field.

The month details are removed from the PivotTable.
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Excel 2007
How To Filter The Report In A PivotTable
LEVEL 3

1.
Drag and drop the Month field to the Report Filter area in the PivotTable.
Note: Before you begin, move the PivotTable to cell B13 so that when you create a filter, it will not overlap the source table above the PivotTable.
SUMMARY
1.Click the PivotTable. 2.Drag and drop the field from the PivotTable Field List to the Report Filter area.
The filter is added above the PivotTable. It shows all the records by default.
2.
Click the Month drop-down arrow.

A drop-down list showing all the criteria in the month field appears.
3.
Click Feb from the list. Click the OK button.

The records are filtered to show only Feb records, as shown below.
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Excel 2007
How To Filter Specific Records
LEVEL 3

1.
In the PivotTable, click the Row Labels drop-down button.
A drop-down list appears, as shown below.
SUMMARY
1.In the PivotTable, click the Row Labels dropdown button. 2.Select the data you want to show. 3.Click the OK button.
TIPS
You can also use this Row Labels dropdown button to sort your data.
To remove the filter,
click the Clear Filter From <Field_Name> command.
2.
Select only Mary Davis and Steve Brown.

Here, you want to hide the records for John Cage and John Smith.
3.

The PivotTable does not show the records for John Cage and John Smith. Note: Make sure you show all the records for the next exercise.
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Excel 2007
Working With Calculated Fields In A PivotTable
LEVEL 3
Besides using the Sum function to find the total for the number fields, you are able to use other functions such as Average, Maximum, and Minimum etc. PivotTable with that calculates the total sales
PivotTable with that calculates the average sales
Besides the existing summary functions, Excel lets you create your own formulas in calculated fields and calculated items . For instance, you can add a new calculated field that calculates the sales commission, as shown below.
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Microsoft
Excel 2007
How To Change The Calculated Field Value Settings
LEVEL 3

1.
In the Values area, click the Sum of Sales field.
The pull down menu appears, as show below.
SUMMARY
1.In the Values area, click the field you want to change. 2.Click the Value Field Settings. 3.Click the type of function you want. 4.Click the OK button.
2.
Click the Value Field Settings from the menu.

The Value Field Settings dialog box appears, as shown below.
3.
In the Summarize value field by box, click Average. And then, click the OK button.
Here, you want to find the average sales instead of the total sales. Note that the text `Grand Total remains unchanged. You will have to change it to `Average manually.
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Microsoft
Excel 2007
How To Insert A Calculated Field
LEVEL 3

1.
Click the Options tab. In the Tools group, click Formula >> Calculated Field.
The Insert Calculated Field dialog box appears.
SUMMARY
1.Click the PivotTable. 2.Click the Options tab. In the Tools group, click the Formula >> Calculated Field. 3.In the Name box, type the calculated field name you want. 4.In the Formula box, type the formula for the calculated field. 5.Click the Add button. 6.Click the OK button.
2.
In the Name box, type Commission. In the Formula box, type =Sales Value*20%.
The Insert Calculated Field dialog box appears as shown below.
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Microsoft
Excel 2007
LEVEL 3

3.
Click the Add button.
The new calculated field (Commission) is added into the Fields box, as shown below.
4.

The new calculated field is shown in the PivotTable.
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Microsoft
Excel 2007
LEVEL 3

How To Delete Calculated Fields
1.
Click the Options tab. In the Tools group, click Formulas >> Calculated Field.
A drop-down menu appears.
SUMMARY
1.Click the PivotTable. 2.Click the Options tab. In the Tools group, click the Formula >> Calculated Field. 3.Click the Name dropdown arrow. 4.Select the field you want to delete. 5.Click the Delete button. 6.Click the OK button.
2.
Click the Name drop-down arrow and click Commission.

The Add button changes to a Modify button when you select the Commission field from the list.
3.
Click the Delete button, and then click the OK button.

The Commission field is now deleted.
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Microsoft
Excel 2007
LEVEL 3

How To Change A PivotTable Options
1. 2.

The PivotTable Tools tabs appear.
Click the Options tab. In the PivotTable group, click the Options button.
SUMMARY
1.Click any cell in the PivotTable. 2.Click the Option tab. In the PivotTable group, click the Options button. 3.Make the changes. 4.Click the OK button.
The PivotTable Options dialog box appears, as shown below.
3.

The PivotTable option is set.
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Excel 2007
Creating A Chart From A PivotTable
You can create a Pivot Chart from the table or from an existing PivotTable.
LEVEL 3
When you create a PivotChart, specific PivotChart Tools ribbons are available to help you work with the chart. You can change the layout, style, and format of the chart or its elements just like a regular chart easily.
All of the filtering improvements are also available in the PivotChart Filter Pane. In Office Excel 2007, the chart formatting that you apply is preserved when you make changes to the PivotChart, which is an improvement from the earlier versions of Excel.
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Microsoft
Excel 2007
How To Create A Chart From A PivotTable
LEVEL 3

1.
The PivotTable Tools tabs appear.
SUMMARY
1.Click any cell in the PivotTable. 2.Click the Options tab. In the Tools group, click the PivotChart button. 3.Select the chart type you want. 4.Click the Axis Field drop-down arrow. 5.Click to check or uncheck the items to show or hide the information you want. 6.Click the OK button.
2.
Click the Options tab. In the Tools group, click the PivotChart button.
The Insert Chart dialog box appears.
TIPS
If you want to create
the chart from the source table instead of the PivotTable, click the table and then click the Insert tab. In the Tables group, click the PivotTable drop-drop down arrow. Then, click the PivotChart.
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3.
LEVEL 3

Select the chart you want and then click the OK button.
The chart is created and placed on the existing worksheet.
4.
In the PivotChart Filter Pane, click the Sales Person drop-down arrow. Then click to specify which sales persons you want to show in the chart.
Uncheck the boxes to hide the sales persons. You can also hide the information for the Legend and the Page.
5.

The chart shows only the records for John Smith and Steve Brown.
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Excel 2007
Exploring What-If Tables
LEVEL 3
You can analyze data with a series of What-If questions and produce a table to show the results.
Example: You want to find the Revenue and the Grand Total if the variables change in the table.
One Variable What-If Table

Your management wants you to produce a What-If analysis report from the source above. Here, you will find the Revenue and the Grand Total if a single variable like unit price increases to $630, $640, $650 and $660. The one variable What-If table is used here.
Two Variables What-If Table
Here you will find the total sales if the unit price changes to $630, $640, $650 and $660 while the projected number of units sold changes to 170000, 180000, 190000 and 200000. The two variables What-If table is used here.
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Microsoft
Excel 2007
How To Create A One Variable What-If Table
LEVEL 3

Before you begin, create a new worksheet with the data as shown below or copy the [What-If (1var)] worksheet from the `Level3 workbook.
1.
SUMMARY
In the cell B12, enter the formula =D5 in the What-If table column heading.
Enter both the tables to do this exercise. B12 is the column heading for the Projected Revenue in the What-If table.
1.Create a What-If table. 2.Enter the formulas in the What-If table column headings. 3.Select the entire What-If table. 4. Click the Data tab. In the Data Tools group, click the WhatIf Analysis >> Data Table. 5.In the Row input cell or Column input cell box, enter the cell reference. 6.Click the OK button.
2.
In the cell C12, enter the formula =D7 in the table column heading. Press <Enter>.
C12 is the column heading for the Grand Total in the What-If table.
3.
Select the entire What-If table range A12:C16.

When you select the table range, do not select the label above the column headings.
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LEVEL 3

4.
Click the Data tab. In the Data Tools group, click the What-If Analysis >> Data Table.
The Data Table dialog box appears.
5.
In the Column input cell box, enter the cell reference $B$5.
Use the mouse to click the column input cell and click the cell B5. If you type the cell reference manually, use absolute reference with a $ sign.
6.

The What-If table is created as shown below. Use cell formatting to format the Revenue and Grand Total value to currency in the What-If table.
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Microsoft
Excel 2007
LEVEL 3

How To Create A Two Variables What-If Table
Before you begin, create a new worksheet with the data as shown below or copy the [What-If (2var)] worksheet from the `Level3 workbook.
1.
SUMMARY
In the first cell of the What-If table, at the cell B11, enter the formula =D7. Press <Enter>.
A11 is the formula to calculate the Grand Total for the What-If table.
1.Create a What-If table. 2.Enter the formulas in the What-If table column headings. 3.Select the entire What-If table. 4. Click the Data tab. In the Data Tools group, click the WhatIf Analysis >> Data Table. 5.In both the Row input cell and Column input cell boxes, enter the cell references. 6.Click the OK button.
2.
Select the entire What-If table range B11:E15.

When you select the table range, do not select the cells above the column headings.
3.
Click the Data tab. In the Data Tools group, click the What-If Analysis >> Data Table.
The Data Table dialog box appears.
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Excel 2007
LEVEL 3

4.
In the Row input cell box, enter the cell reference $B$5. In the Column input cell box, enter the cell reference $C$5.
Use the mouse to click the row input cell and click the cell B5, then click the column input cell and click the cell C5. If you type the cell reference manually, use absolute reference with a $ sign.
5.

The What-If table is created as shown below. Use cell formatting to format the Grand Total value to currency in the What-If table.
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Using Scenarios
LEVEL 3
Data tables analyze data with 1 or 2 variables while the Scenario Manager enables you to create more than 2 input variables and save the values with a scenario name. Multiple scenarios allow you to perform a series of comparisons within a worksheet without having to update individual cell value.
Example: You want to find the Revenues for each Product and their Grand Total.
There are 2 different possible scenarios/projections for all the 4 variables (unit price for each product). If you apply a specific scenario to the table, it is updated instantly to display the new values.
Scenario A
For Scenario A, the table is updated as below:
Scenario B
For Scenario B, the table is updated as below:
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How To Create Scenarios
LEVEL 3

Before you begin, create a new worksheet with the data as shown below or copy the [Scenario] worksheet from the `Level3 workbook.
1.
SUMMARY
Click the Data tab. In the Data Tools group, click What-If Analysis >> Scenario Manager.
1.Click the Data tab. In the Data Tools group, click What-If Analysis >> Scenario Manager. 2.Click the Add button. 3.In the Scenario name box, enter the scenario name. 4.In the Changing cells box, enter the range of cells that will change and click the OK button. 5.Type in the value for each changing cell. 6.Click the Add button and then enter the second scenario. 7.Click the OK button. 8.Click the Close button.
The Scenario Manager dialog box appears.
TIPS
Use the Merge button
to copy a scenario from another workbook. The workbook contains the scenario must be opened in order for you to merge.
2.

This is to add the first scenario to the workbook. The Edit Scenario dialog box appears.
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3.
LEVEL 3

In the Scenario name box, type Scenario A. In the Changing cells box, type $B$3:$B$6.
Comments are optional. You can click the Changing cells box and select the range B3:B6 instead of typing the cell reference.
4. 5.

The Scenario Values dialog box appears.
In the $B$3 box, type 520. In the $B$4 box, type 340. In the $B$5 box, type 630. In the $B$6 box, type 270.
This is to enter value for all the changing cells in Scenario A.
6.

This is to add the second scenario. The Edit Scenario dialog box appears.
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7.
In the Scenario name box, type Scenario B.
LEVEL 3

By default, the changing cells range uses the range specified in the previous scenario. Since the range remains unchanged in this new scenario, just leave it as it is.
8.
In the $B$3 box, type 510. In the $B$4 box, type 350. In the $B$5 box, type 620. In the $B$6 box, type 280.
This is to enter the values for all the changing cells in Scenario B.
9.

The Scenario Manager dialog box appears. Two scenarios now appear in the list. Click the close button if you do not want to apply any further scenarios.
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LEVEL 3

How To Apply A Scenario
1. 2.
Click the Data tab. In the Data Tools group, click What-If Analysis >> Senario Manager.
The Scenario Manager dialog box appears.
In the Scenarios box, click Scenario B.

You may double-click Scenario B to apply the values immediately.
SUMMARY
1.Click the Data tab. In the Data Tools group, click What-If Analysis >> Scenario Manager. 2.In the Scenarios box, select the scenario you want to apply. 3.Click the Show button.
TIPS
To Edit the existing
scenario, click the scenario and then click the Edit button.
To Delete the
scenario, click the scenario and then click the Delete button.
3.
Click the Show button.

The Scenario Bs values are applied to the worksheet.
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Excel 2007
Implementing Problem Solving
LEVEL 3
Goal Seek is a tool for you to find solutions to a problem. It helps you to find the best solution by analyzing single variable. Problem: You need to get a Total Income of $6,000.00. So you should increase the Sales. How much sales do you need to achieve? Solution: To calculate the new sales value, use goal seek to set cell B5 to value 6000 by changing cell B1. You will get the solution that your sales need to be increased to $40,000.00 in order to reach your goal of getting a total income of $6,000.00. Create the following data on a new worksheet.
=B1*B2 =B3+B4
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Excel 2007
LEVEL 3

Solver is a tool for you to find solutions to a problem. It helps you to find the best solution by analyzing multiple variables. Problem: You need to find the maximum net income you can put into your savings for the month. You need to increase the sales and decrease your monthly expenses. However, there are certain limitations and constraints. For example, the constraints here might be 1) There is always a limit or maximum sales you can achieve within the month. 2) There is a minimum monthly expense you must spend within the month. Solution: To calculate the maximum Balance for Saving, use the Solver tool to set cell B7 to maximum. Define the following constraints: 1) Cell B1 (Sales) <= 50,000. 2) Cell B6 (Expenses) >= 3,500 You will get the solution that your maximum Balance for Saving is $3,000. Before you begin, create the following table on a new worksheet.
=B1*B2 =B3+B4 =B3+B4
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Microsoft
Excel 2007
LEVEL 3

How To Use The Goal Seek Tool
Before you begin, create a new worksheet with the data as shown below or copy the [Goal Seek] worksheet from the `Level3 workbook.
1.
SUMMARY
Click the cell B5.

This is where you will set the new goal value you want to achieve. B5 is used for the Set cell box automatically in the Goal Seek dialog box if you click the cell reference (see step 2 below). If not, you can still select the cell reference manually after the Goal Seek dialog box appears.
1.Click the cell for which you want to set the goal. 2.Click the Data tab. In the Data Tools group, click What-If Analysis >> Goal Seek. 3.In the To value box, enter the value. 4.In the By changing cell box, enter the cell. 5.Click the OK button. 6.Click the OK button.
2.
Click the Data tab. In the Data Tools group, click What-If Analysis >> Goal Seek.
The Goal Seek dialog box appears.
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Microsoft
Excel 2007
LEVEL 3

3.
In the To value box, type 6000. In the By changing cell box, type $B$1.
You can click the By changing cell box and select B1 instead of typing in the cell reference $B$1.
4.

The Goal Seek Status dialog box displays the solution. Click the OK button to accept the solution or Cancel to reject it.
5.

Total Sales and Total Income are updated.
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Microsoft
Excel 2007
LEVEL 3

How To Load Add-Ins
1. 2.
Click the Office button. Click the Excel Options button.

The Excel Options dialog box appears.
SUMMARY
1.Click the Office Button. Click the Excel Options button. 2.On the left pane, click Add-Ins. On the right pane, in the Manage box, click the Excel Add-Ins. 3.Click the Go button. 4.Select the add-ins you want. 5.Click the OK button.
On the left pane, click Add-Ins. On the right pane, in the Manage box, click the Excel Add-ins. Click the Go button.
The Excel Add-ins is selected by default. The Add-Ins dialog box appears.
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Microsoft
Excel 2007
3.
TIPS
LEVEL 3

Click the Go button. Check the Solver Add-in check box.
By default, not all the add-ins is loaded when you install Microsoft Excel.
If Solver Add-in is not

listed, click the Browse button to locate the add-in.
If you are prompted
that the Solver Add-in is not currently installed on your computer, click Yes to install it.
4.

The Solver command is now available in the Analysis group on the Data tab.
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Microsoft
Excel 2007
How To Use The Solver Tools
LEVEL 3

Before you begin, create a new worksheet with the data as shown below or copy the [Solver] worksheet from the `Level3 workbook.
1.
SUMMARY
Click the cell B7.

You will find the maximum balance you can achieve for your savings.
1.Click the cell you want to solve. 2.Click the Data tab. In the Analysis group, click the Solver button. 3.For Equal To, select the option you want. 4.In the By Changing Cells box, select the cells that you want to change. 5.Under Subject to The constraints, click the Add button. 6.Specify the constraints. 7.Click the OK button. 8.Click the Solve button.
2. 3.
Click the Data tab. In the Analysis group, click the Solver button.
The Solver Parameters dialog box appears.
For Equal To, click Max. In the By Changing Cells box, select cell B1 and cell B6.
You will find the maximum balance you can achieve. To select the changing cells, click in the By Changing Cells box, and then select the cells you want. To select multiple non-adjacent cells, hold down <Ctrl> while selecting the cells. The selected cells appear as absolute references (with a $ sign), as shown below.
4.
Under Subject to the Constraints, click the Add button. Specify the constraint cell B1 <= 50000.
This will set the maximum sales to 50000 as the first constraint.
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Microsoft
Excel 2007
5.
LEVEL 3

Click the Add button. Specify the constraint cell B6 >= 3500.
This set the minimum expenses to 3500 as the second constraint.
6.

The constraints are listed in the Subject to the Constraints box, as shown below.
7.
Click the Solve button.

The maximum Balance for Savings is 3,000. To replace the existing value with the new values, click the OK button. You can also save these values as a new scenario.
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THE COMPLETE

Microsoft Excel 2007

CompleteVISUALTM Step-by-step Series Computer Training Manual www.computertrainingmanual.com

Seven (7) Key Benefits

Unlimited Printing Rights

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Complete Visual Step-by-step

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Section name. Each Section name. Each

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Detailed descriptions Detailed descriptions and explanations on and explanations on

HOW TO USE THIS MANUAL.........................................................................4 CREATING A PIVOTTABLE AND ANALYZING DATA.........................................................................................7

Creating A PivotTable And Analyzing Data

CREATING A PIVOTTABLE AND ANALYZING DATA

These records are

PivotTable helps to convert the raw data into a useful report.

Column Area Show field details in column headings.

Row Area Show field details in row headings.

Data Area Show calculated field details.

CREATING A PIVOTTABLE AND ANALYZING DATA

You can also create a

In the Location box, type B11.

CREATING A PIVOTTABLE AND ANALYZING DATA

CREATING A PIVOTTABLE AND ANALYZING DATA

CREATING A PIVOTTABLE AND ANALYZING DATA

Click the cell E8, update the sales value to 5400.

Click the PivotTable.

You can also right-

CREATING A PIVOTTABLE AND ANALYZING DATA

Click any cell in the PivotTable.

CREATING A PIVOTTABLE AND ANALYZING DATA

Click the PivotTable.

Release the mouse.

CREATING A PIVOTTABLE AND ANALYZING DATA

You can also remove

Release the mouse.

Click the Month field and then click Remove Field.

CREATING A PIVOTTABLE AND ANALYZING DATA

Click the Month drop-down arrow.

Click Feb from the list. Click the OK button.

CREATING A PIVOTTABLE AND ANALYZING DATA

To remove the filter,

click the Clear Filter From <Field_Name> command.

Select only Mary Davis and Steve Brown.

Click the OK button.

CREATING A PIVOTTABLE AND ANALYZING DATA

PivotTable with that calculates the average sales

CREATING A PIVOTTABLE AND ANALYZING DATA

Click the Value Field Settings from the menu.

CREATING A PIVOTTABLE AND ANALYZING DATA

CREATING A PIVOTTABLE AND ANALYZING DATA

Click the OK button.

CREATING A PIVOTTABLE AND ANALYZING DATA

Click the Name drop-down arrow and click Commission.

Click the Delete button, and then click the OK button.

CREATING A PIVOTTABLE AND ANALYZING DATA

Click any cell in the PivotTable.

The PivotTable Options dialog box appears, as shown below.

Click the OK button.

CREATING A PIVOTTABLE AND ANALYZING DATA

CREATING A PIVOTTABLE AND ANALYZING DATA