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Chapter 2

Chapter 2. Let the students know that at least 75% of all my work as an analyst is done in Excel. I can be a real-life example for students. – Thomas Wang, quant student Introduction to Spreadsheets with Excel. Initial Excel Spreadsheet. The Fill Handle and the Formula Bar.

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Chapter 2

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  1. Chapter 2 Let the students know that at least 75% of all my work as an analyst is done in Excel. I can be a real-life example for students. – Thomas Wang, quant student Introduction to Spreadsheets with Excel

  2. Initial Excel Spreadsheet

  3. The Fill Handleand the Formula Bar The Formula Bar shows what is entered in a cell The Fill Handle is used for highlighting, copying and deleting.

  4. Spreadsheet Arithmetic • Addition: =A1+A2 • =SUM(A1:A2) • Subtraction: =A1-A2 • Multiplication: =A1*A2 • Division: =A1/A2 • Exponents: =A1^A2

  5. Relative Versus Absoloute References When copied to cell C3, the relative references refer to the 2 cells above cell C3. The relative references A1:A2 in cell A3 refer to the 2 cells above cell A3. The absolute references $A$1;$A$2 in cell A3 always refer to cell $A$1:$A$2. When copied to cell C3, the absolute references refer to $A$1:$A$2

  6. Tool Bar Icons for Font , Size, Bold, Italics, and Underline Clicking on one of the icons gives the characteristic to a cell or group of cells. Underline Bold Font Font size Italics

  7. The Format Cells, Drop Down Menu, and the Font Tab of the Formal Cells Dialog Box Click on Format and Cells to get the Format Cells dialog box. Then select the Font tab. The Font tab of the Format Cells dialog box is another way to change the format of a cell or a group of cells.

  8. Tool Bar Iconsfor Formatting Numbers Clicking on one of the icons gives the characteristic to the numbers in a cell or group of cells: Changes numbers to dollars Changes numbers to percent Inserts comma separators in numbers Increases the number of decimal showing Decreases the number of decimal showing

  9. The Number Tab of theFormat CellsDialog Box Click on Format and then Cells to get the Format Cells dialog box. Then select the Number tab. The Number tab of the Format Cells dialog box is another way to change the format of a number in a cell or a group of cells.

  10. Tool Bar Iconsfor Aligning Cell Contents Clicking on one of the first 3 icons will left, center, or right adjust a cell’s contents. Highlighting several cells and clicking on the last icon will merge the cells and center a cell’s contents.

  11. Special Symbols • Greek Letters • Use Symbol font: l becomes l • Equal to or less (greater) than signs • Use inequality key and then underline • Equal to signs as text • Type apostrophe and then =

  12. Displaying Subscripts with the Format Cells Dialog Box Click on Format and then Cells to get the Format Cells dialog box. Then select the Font tab and click on the Subscript box.

  13. Displaying Gridline and Row and Column Headings with the Page Setup Dialog Box Click on File and the Page Setup to get the Page Setup dialog box. Then select the Gridlines and Row and column headings boxes.

  14. Swatville Sluggers Example • Question: Will Swatville Sluggers make any money fulfilling making eighty 30-inch bats? • Data: • Sale price, p = $22 per bat • Fixed cost, k = $1,000 • Variable cost, c = $4.95 per bat • Number sold = S • Cost = k + cS Revenue = pS

  15. The Breakeven Quantity • Cost = Revenue • k + cS = pS • Solving for S gives the • Breakeven Quantity • S = k/(p – c)

  16. Breakeven Chart

  17. Breakeven AnalysisSwatville Sluggers 1. Enter data in cells D6:D8 and A13:A25. 2. If more rows are needed insert the appropriate number at any intermediate row. It is easiest not to add the new rows at the end of the table.

  18. Charts • Charts are easy to do using • Excel’s Chart Wizard. Highlight your data and click on the chart icon. • Step 1 - Chart Type • Step 2 - Chart Source Data • Step 3 - Chart Options • Step 4 - Chart Location

  19. Chart WizardStep 1 - Chart Type Step 1 - Chart Type is where you select the type of chart: bar, pie, scatter, etc.

  20. Chart Wizard Step 2 - Chart Source Data, Range Tab Step 2 - Chart Source Data, Data Range tab, is where you verify the range of the data you selected and indicate whether the data is in columns or rows.

  21. Chart Wizard Step 2 - Chart Source Data, Series Tab Step 2 Chart Data Source, Series tab can be used to make changes to the x-axis if it is not correct

  22. Chart WizardStep 3 - Chart Options Step 3 Chart Options is used to enter the chart and axes titles. The tab give other options that can be adjusted.

  23. Chart WizardStep 4 - Chart Location Step 4 - Chart Location lets you pick where the chart will be displayed.

  24. The Initial Breakeven Chart Changing Chart Formats: Highlight the characteristic, right click, then select the option desired from the dropdown menu.

  25. 1. Highlight the Number of Bats on the x-axis. 2. Select Format Axis Title on the drop down menu. 3. Make any changes on the Font tab of the Format Axis Title dialog box. Changing the X-Axis Font

  26. Using Excel with this Text • The Guide to Excel on the CD-ROM accompanying this contains more information about Excel: • Formatting • Displaying results • Printing • Special Excel Functions • Excel Add-Ins (Solver & Analysis ToolPak)

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