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Excel Chapter 8

Excel Chapter 8. Formula Auditing, Data Validation, and Complex Problem Solving. Objectives. Use formula auditing techniques to analyze a worksheet Trace precedents and dependents Add data validation rules to cells Use trial and error to solve a problem on a worksheet

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Excel Chapter 8

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  1. Excel Chapter 8 Formula Auditing, Data Validation, and Complex Problem Solving

  2. Objectives • Use formula auditing techniques to analyze a worksheet • Trace precedents and dependents • Add data validation rules to cells • Use trial and error to solve a problem on a worksheet • Use goal seeking to solve a problem • Circle invalid data on a worksheet Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  3. Objectives • Use Excel’s Solver to solve a complex problem • Password-protect a workbook file • Use Excel’s Scenario Manager to record and save different sets of what-if assumptions • Create a Scenario Summary of scenarios • Create a Scenario PivotTable • Save a workbook for use in a previous version of Excel Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  4. Plan Ahead • Analyze the formulas in the workbook to learn about the workbook • Establish data validation rules for changing cells • Propose strategies for solving a complex problem • Consider which cells in the worksheet constitute a scenario • Evaluate the steps to take in finalizing a workbook Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  5. Starting Excel and Opening a Workbook • Start Excel • Open the file Perfected Packaging from the Data Files for Students and then save the workbook using the file name, Perfected Packaging2 • If the Excel window is not maximized, double-click its title bar to maximize it • If the worksheet window in Excel is not maximized, click the Maximize button next to the Close button on its title bar to maximize the worksheet within Excel Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  6. Starting Excel and Opening a Workbook Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  7. Tracing Precedents • Click the Formulas tab on the Ribbon • Click cell E13 and then click the Trace Precedents button on the Ribbon to draw an arrow across the range B13:E13 • Click the TracePrecedents button two more times to draw arrows indicating precedents of cells B13:D13 and the precedents of B12:D12 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  8. Tracing Precedents Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  9. Removing the Precedent Arrows • Click the Remove All Arrows button arrow to display the Remove All Arrows menu and then point to the Remove Precedent Arrows command on the Remove All Arrows menu • Click Remove Precedent Arrows to remove precedent arrows from the range B4:D12 • Repeat Steps 1 and 2 to remove the remaining precedent arrows from the range B13:D13 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  10. Removing the Precedent Arrows Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  11. Tracing Dependents • Click cell B8 and then click the Trace Dependents button on the Ribbon to draw arrows to dependent cells E8 and B12 • Click the Trace Dependents button two more times to draw arrows indicating the remaining dependents of cell B8 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  12. Tracing Dependents Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  13. Removing the Dependent Arrows • Click the Remove All Arrows button on the Ribbon to remove all of the dependent arrows Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  14. Adding Data Validation to Cells • Select the range B8:B10 • While holding down the CTRL key, select the range C8:C9 • While holding down the CTRL key, select the cell D8 • Click the Data tab on the Ribbon • Click the Data Validation button on the Ribbon to display the Data Validation dialog box Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  15. Adding Data Validation to Cells • When Excel displays the Data Validation dialog box, click the Allow box arrow and then click Whole number in the Allow list • Click the Data box arrow and then click ‘greater than or equal to’ in the Data list • Type 0 in the Minimum box • Click the Input Message tab and then type Bags to Fill in the Title text box • Type Enter the number of bags to fill on the machine. The number must be a whole number that is greater than or equal to zero. in the Input message box Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  16. Adding Data Validation to Cells • Click the Error Alert tab and then type Input Error in the Title text box • Type You must enter a whole number that is greater than or equal to zero. in the Error message box • Click the OK button • Click cell E21 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  17. Adding Data Validation to Cells Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  18. Opening the Watch Window and Adding Cells Watches • Click the Formulas tab on the Ribbon • Click the Watch Window button on the Ribbon to open the Watch Window • Click the Add Watch button on the Watch Window toolbar to display the Add Watch dialog box • If necessary, move the Add Watch dialog box so that rows 8 through 10 of column E are not hidden • Select the range E8:E10 • Hold down the CTRL key and then click cell E13 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  19. Opening the Watch Window and Adding Cells Watches • Click the Add button in the Add Watch dialog box • If necessary, expand the Name column to view the cell names in the third column and information about the four watched cells Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  20. Opening the Watch Window and Adding Cells Watches Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  21. Using Trial and Error to Attempt to Solve a Complex Problem • If necessary, resize the Watch Window so that only the cell watches appear • Click cell B8 and type 82.5 as the number of retail-sized bags to fill on Machine 1 and then press the ENTER key • Click the Retry button • Type 700 as the number of retail sized bags to fill on Machine 1 in cell B9 • Click cell B10 and type 95 as the number of industrial- sized bags to fill on Machine 1 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  22. Using Trial and Error to Attempt to Solve a Complex Problem • Click cell D8 and type 1500 as the number of consumer-sized bags to fill on Machine 3 and then press the ENTER key to display the new values and update the totals in the range B12:D13 and column E • Click cell B8 and type 1500 as the number of consumer sized bags to fill on Machine 1 • Click cell D8, type 0 as the number of consumer-sized bags to fill on Machine 3, and then press the ENTER key. Select cell E19 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  23. Using Trial and Error to Attempt to Solve a Complex Problem Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  24. Using the Goal Seek Command to Attempt to Solve a Complex Problem • Click the Data tab on the Ribbon and then click the What- If Analysis button on the Ribbon to display the What-If Analysis menu • Click Goal Seek to display the Goal Seek dialog box • Type $B$12 in the Set cell text box • Click the To value text box • Type 120 and then click the ‘By changing cell’ text box Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  25. Using the Goal Seek Command to Attempt to Solve a Complex Problem • Click cell B9 on the worksheet • If necessary, move the Goal Seek dialog box • Click the OK button to seek the goal of 120 minutes in cell B12 • Click the OK button to close the Goal Seek Status dialog-box and display the updated worksheet. • Click cell E19 to deselect cell B12 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  26. Using the Goal Seek Command to Attempt to Solve a Complex Problem Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  27. Circling Invalid Data and Clearing Validation Circles • Click the Data Validation button arrow on the Ribbon to display the Data Validation menu • Click Circle Invalid Data on the Data Validation menu to place a red validation circle around cell B9 • Click the Data Validation button arrow on the Ribbon to display the Data Validation menu • Click Clear Validation Circles on the Data Validation menu to clear the red validation circles • If necessary, select cell E19 • Click the Close button on the Watch Window title bar to close the Watch Window Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  28. Circling Invalid Data and Clearing Validation Circles Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  29. Using Solver to Find the Optimal Solution to a Complex Problem • If necessary, click the Data tab on the Ribbon • Click the Solver button on the Ribbon to display the Solver Parameters dialog box • When Excel displays the Solver Parameters dialog box, click cell E13 to set the target cell to the name of cell E13, Total_Cost • Click Min in the Equal To area • Click the • Collapse Dialog button in the By Changing Cells area to minimize the Solver Parameters dialog box Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  30. Using Solver to Find the Optimal Solution to a Complex Problem • Click the By Changing Cells box and then select the range B8:B10 • Hold down the CTRL key and then select the ranges C8:C9 and D8 • Click the Expand Dialog button on the right side of the minimized Solver Parameters dialog box to maximize it • Click the Add button to display the Add Constraint dialog box • If necessary, move the Add Constraint dialog box so that the range B8:B10 is visible • Select the range B8:B10 to set the value of the Cell Reference box Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  31. Using Solver to Find the Optimal Solution to a Complex Problem • Click the middle box arrow and then select >= in the list • Type 0 in the Constraint box to set the constraint on the cells in the range B8:B10 to be greater than or equal to 0 • Click the Add button • Select the range B8:B10 to set the value of the Cell Reference box • Click the middle box arrow and then select int in the list to set a constraint on the cells in the range B8:B10 to be assigned only integer values Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  32. Using Solver to Find the Optimal Solution to a Complex Problem • Click the Add button • Click cell E8 to set the value of the Cell Reference box • Click the middle box arrow and then select >= in the list • Click the Constraint box and then click cell B17 to add a constraint to cell E8 indicating that its value must be greater than or equal to the value in cell B17 • Click the Add button Enter the remaining constraints shown in Table 8–2 on page EX 651, beginning with the constraints for the range C8:C9 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  33. Using Solver to Find the Optimal Solution to a Complex Problem • When finished with the final constraint, click the OK button in the Add Constraint dialog box to close it • Click the Options button. • When Excel displays the Solver Options dialog box, click Assume Linear Model • Click the OK button • Click the Solve button in the Solver Parameters dialog box to display the Solver Results dialog box, indicating that Solver found a solution to the problem • Click Answer in the Reports list • Click the OK button to display the values found by Solver and the newly recalculated totals Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  34. Using Solver to Find the Optimal Solution to a Complex Problem Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  35. Viewing the Solver Answer Report for Order 1 • Click the Answer Report 1 tab at the bottom of the Excel window to display the Solver Answer Report • Drag the Answer Report 1 tab to the right of the Order Optimization tab • Double-click the Answer Report 1 tab and type Optimal Schedule Answer Report1 as the worksheet name • Click cell A1. Right-click the Optimal Schedule Answer Report1 tab and then point to Tab Color on the shortcut menu • Click Dark Teal, Text 2 (column 4, row 1) • Scroll down to view the remaining cells of the Answer Report Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  36. Viewing the Solver Answer Report for Order 1 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  37. Saving the Workbook with Passwords • Click the Order Optimization tab at the bottom of the window • Click the Office Button and then click Save As • Click the Tools button in the Save As dialog box • Click General Options on the Tools menu to display the General Options dialog box • Type mincost in the ‘Password to open’ text box • Type mincostin the ‘Password to modify’ text box Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  38. Saving the Workbook with Passwords • Click the OK button • When Excel displays the Confirm Password dialog box, type mincost in the ‘Reenter password to proceed’ text box • Click the OK button • When Excel displays the Confirm Password dialog box, type mincost in the ‘Reenter password to modify’ text box • Click the OK button • Click the Save button in the Save As dialog box to save the file to the UDISK 2.0 (E:) drive with the file name, Perfected Packaging2. If the Microsoft Office Excel dialog box appears, click the OK button to close it Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  39. Saving the Workbook with Passwords Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  40. Saving the Current Data as a Scenario • With the Data tab active, click the What-If Analysis button on the Ribbon • Click Scenario Manager on the What-If Analysis menu to display the Scenario Manager dialog box, which indicates that no scenarios are defined • Click the Add button • When Excel displays the Add Scenario dialog box, type Order 1 in the Scenario name text box • Click the Collapse Dialog button Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  41. Saving the Current Data as a Scenario • When Excel displays the Add Scenario - Changing cells dialog box, select the range B8:B10, hold down the CTRL key, and then select the ranges C8:C9, D8, and B16:B19 • Release the CTRL key to display a marquee around the selected cells and assign the cells to the Changing cells text box • Click the Expand Dialog button to change the Add Scenario dialog box to the Edit Scenario dialog box • Click the OK button • Click the OK button to display the Order 1 scenario in the scenarios list • Click the Close button in the Scenario Manager dialog box Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  42. Saving the Current Data as a Scenario Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  43. Adding the Data for a New Scenario • Click cell B16 and type 200 as the maximum minutes for the order • Click cell B17 and type 1400 as the number of consumer-sized bags • Click cell B18 and type 1600 as the number of retail-sized bags • Click cell B19, type 300 as the number of industrial-sized bags, and then click cell E19 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  44. Adding the Data for a New Scenario Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  45. Using Solver to Find a New Solution • Click the Solver button on the Data tab on the Ribbon to display the Solver Parameters dialog box with the target cell, changing cells, and constraints used with Order 1 • Click the Solve button to solve the problem using Solver • Click Answer in the Reports list • Click the OK button to display the values found by Solver Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  46. Using Solver to Find a New Solution Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  47. Viewing the Solver Answer Report for Order 2 • Click the Answer Report 1 tab at the bottom of the Excel window • Drag the Answer Report 1 tab to the right of the Optimal Schedule Answer Report1 tab • Double-click the Answer Report 1 tab and type Optimal Schedule Answer Report2 as the worksheet name • Click cell A1 • Right-click the Optimal Schedule Answer Report2 tab and then point to Tab Color on the shortcut menu • Click Bright Green, Accent 4 (column 8, row 1) • Scroll down to view the remaining cells of the Order 2 Answer Report Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  48. Viewing the Solver Answer Report for Order 2 Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  49. Saving the Second Solver Solution as a Scenario • Click the Order Optimization tab at the bottom of the window • Click the What-If Analysis button on the Ribbon • Click Scenario Manager on the What-If Analysis menu to display the Scenario Manager dialog box • Click the Add button • Type Order 2 in the Scenario name text box Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

  50. Saving the Second Solver Solution as a Scenario • Click the OK button to display the Scenario Values dialog box with the current values from the worksheet • Click the OK button to display Order 2 along with Order 1 in the Scenarios list • Click the Close button Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition

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