Download Microsoft Excel Mania

Microsoft Excel Mania
Brian Kovar and Stacy Kovar
Tips and Tricks
• What’s New in Excel 2010 (OK, so that is not
so new, but some folks are just now
implementing)
• Old Standbys
• Ideas for Using Them
Introductions
• Stacy Kovar
• Brian Kovar
What’s New
• Sparklines
• Conditional Formatting – Icon Sets, Color
Scales and Data Bars
• Custom Ribbon Tabs
• Screenshots
• Paste Preview
• Print to Single Page options - Scaling
Sparklines
• You know how to make a graph in Excel
• These are neat little graphs that show up in a
single cell
• Great for visually representing underlying data
• Like any Excel graph, they update when you
change the underlying data cells
• Great for creating a financial dashboard for a
client
Conditional Formatting
• Conditional Formatting – Formats cells based
on the data in the cell.
• Icon Sets – Put an icon in a cell based on the
value in the cell.
• Data Bars – Represent the data visually,
overlaid on the cell.
• Color Scales – changes the background color
based on the values in the cell relative to
other cells in the range.
Make your own Tab on the Ribbon
• Improve your workflow through easy access to the
things you do all of the time
• First you
 find the ribbon…
 create a new tab
 then a new group within the tab
 and finally add commands to the group
• You can also add groups with commands to existing
ribbon tabs as well
• You can also export and import ribbons, if you want to
share it within the office (but we’ll leave that to next
year!)
Other Useful Tools
• Screenshots
• Paste Preview
• Print to Single Page options - Scaling
• Paste
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Paste
Formulas
Formulas and Number Formatting
Keep Source Formatting
No Borders
Keep Source Column Widths
Transpose
• Paste Values
 Values
 Values and Number Formatting
 Values and Source Formatting
• Other Paste Options
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Formatting
Link
Picture
Linked Picture
Other Useful Tools
• Screenshots
• Paste Preview
• Print to Single Page options - Scaling
Old Standby: The Pivot Table
• Pivot Table – Summarize data of interest in a
large database by the values in a field to
better understand the data. For example,
sales by region and salesperson, or expenses
by month.
• Many software systems (SAP, for example)
have similar tools built in.
Pivot Tables What’s New
• Slicers – Allow you to easily filter the data in a
PivotTable by Single or Multiple Fields.
By adding a pivot table and slicers, you can
actually create an interactive, data analysis
application for users to generate their own
data.
PowerPivot
• Pivot tables are a simple example of a larger, more
complex category of data analytics tools. These tools
are the components of data mining, knowledge
management, business analytics, business intelligence
and other popular buzz phrases.
• While it used to be that you needed special software to
perform analysis on multiple databases, the most
recent version of Excel has an add-on called
PowerPivot, that allows for a lot more powerful
analysis.
• http://technet.microsoft.com/en-us/bi/ff966490.aspx
Old Standbys
Demos
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Small / Large
Autosum
Formatting versus rounding?
&/Concatenate
Sumproduct
Conditional Formatting
Goal Seek