Topics

Conditional Format
Scenario Manager
Data Table
Goal Seek
Import Data Into Excel:
Delimited
Fixed Width
Access
Web
Text
 To get to Conditional Formatting in Excel 2003: Format menu, Conditional Format

To get to Conditional Formatting in Excel 2007: Home Ribbon, Styles group, Conditional Format

In Excel 2007 there are many new Conditional Formats such as: 1) "Highlight Cell Rules", 2)
"Top/Bottom Rules", 3) "Data Bars" (Assigns format according to ranking), 4) "Color Scales"
(Assigns format according to ranking), 5) "Icon Sets" (Assigns format according to ranking)
The real power of Conditional Formatting comes when you use a TRUE FALSE formula to apply
Conditional Formatting.
To add Conditional Formatting with a TRUE FALSE formula, in Excel 2003 select the first text box
in the Format cells dialog box and select "Formula Is"
To add Conditional Formatting with a TRUE FALSE formula, in Excel 2007 go to "New Rule" and
then click on "Use formula to determine which cells to format"
The easy way to add a Conditional Formatting with a TRUE FALSE formula is to use the keyboard
shortcut; Alt + O + D
To Manage Rules (change, delete, edit, move up or down to determine which gets applied first),
use Alt + O + D
Order matters: Apply this, then this, then this (the one at the top has precedents over the ones
below (Example: red at top, black at bottom, red appears).
Stop if true will apply that format and then not any of the others below it

Data Bars Icons 1 StDev above MIN MAX LARGE 2

Numbers Numbers Numbers Numbers Numbers Numbers
251 212 261 462 372 244
329 362 333 420 178 92
389 259 477 476 279 36
17 61 180 296 340 8
73 1 211 326 122 10
208 253 303 259 487 81
66 445 382 219 187 154
475 235 161 480 254 447
287 445 165 74 480 9

Highlight Row
Highlight Row Before 02:00 PM
Time Weight (Oz) Size (inches) 2:00 PM
11:50:24 AM 1.48 2.92
03:12:00 PM 2.68 0.05
11:07:12 AM 3.18 1.28
11:50:24 AM 1.94 1.54
04:09:36 PM 3.18 3.11
04:38:24 PM 2.14 3.97
02:14:24 PM 3.05 0.23
09:12:00 AM 0.78 1.22
04:38:24 PM 0.12 1.4
 11:21:36 AM 1.95 0.81
03:12:00 PM 1.07 1.01
09:40:48 AM 3.83 1.1
01:16:48 PM 2.34 0.3
01:02:24 PM 0.13 3.47

Highlight 'Time'
Highlight Column Column
Time Weight (Oz) Size (inches) Time
11:36:00 AM 3.42 0.46
02:28:48 PM 2.5 2.69
10:24:00 AM 1.1 0.06
10:24:00 AM 2.76 3.81
10:38:24 AM 3.54 0.98
05:21:36 PM 0.53 3.9
08:57:36 AM 3.24 1.8
09:55:12 AM 0.43 1.67
09:26:24 AM 1.16 2.96
12:04:48 PM 2.33 0.71
09:26:24 AM 3.21 3.89
08:28:48 AM 3.77 1.18
12:19:12 PM 3.78 0.49
03:12:00 PM 1.25 3.8

Highlight Cell
Highlight cell based on a different cell Before 12:00 PM
Time Weight (Oz) Size (inches) 12:00 PM
08:43:12 AM 2.41 2.75
12:48:00 PM 0.06 0.91
05:07:12 PM 1.41 2.54
02:57:36 PM 2.23 1.26
09:26:24 AM 1.32 2.16
03:55:12 PM 3.31 0.22
12:19:12 PM 3.81 3.54
05:07:12 PM 3.3 1.15
05:07:12 PM 3.13 0.96
01:16:48 PM 0.47 1.45
08:00:00 AM 3.71 0.99
03:55:12 PM 2.17 1.23
09:12:00 AM 0.35 3.24
04:38:24 PM 1.22 2.12
 Binomial Distribution
Pi = Probability of Success

# of Successes 0.1 0.2 0.3 0.4 0.5 0.6 0.7

0 0.590 0.328 0.168 0.078 0.031 0.010 0.002
1 0.328 0.410 0.360 0.259 0.156 0.077 0.028
2 0.073 0.205 0.309 0.346 0.313 0.230 0.132
3 0.008 0.051 0.132 0.230 0.313 0.346 0.309
4 0.000 0.006 0.028 0.077 0.156 0.259 0.360
5 0.000 0.000 0.002 0.010 0.031 0.078 0.168
# of Successes 1
Pi = Probability of Success 0.3
n = Fixed # Trials 5
 Be sure when you build a budget to place all variable formula input numbers into an assumption
1) area.
Be sure when building Budget formulas to set up assumption tables and Budget tables with the
2) same orientation so that you can use Mixed Cell References for efficient formula creation
3) Scenarios are great when you have What-If analysis to do.
In Excel 2007, to add a group of variables as a scenario go to Data Ribbon, Data Tools Group,
4) What-If Analysis, Scenario Manager
5) In Excel 2003, to add a group of variables as a scenario go to Tools menu, Scenarios…
To get a Summary Report that compares variables, click the Summary bottom in the Scenarios
6) dialog box and select a "Result Cells"
To Add a Scenario button the the QAT (Quick Access Toolbar): 1) right-click the QAT and point to
Customize QAT, 2) Select "All Commands" from the "Choose commands from" text box drop down,
7) 3) add the Scenarios button (not Scenario Manager)

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Total
Sales
Expense Group 1
Expense Group 2
Expense Group 3
Expense Group 4
Net Income
Assumptions
Rev Start 1000
Rev % Increase 0.02
Expense Group 1 0.15
Expense Group 2 0.07
Expense Group 3 0.06
Expense Group 4 0.08
1) Data Table 1 Variable

Data Tables allow you to do what if analysis for 1 or more

formulas by changing 1 variable that is present in the "1 or more
2) formulas"
You must set up the inputs for the "1 variable" as row headers or
3) column headers.
If your inputs are row headers, the formulas (or references to the
4) formulas) must be listed at the top of the table area.

The formulas must refer to (directly or indirectly) the original

5) input value cell that all the formulas at the top of the table use.
6) The upper left cell should be empty.
Highlight the empty cell, row headers, formulas and blank table
7) area.
8) In Excel 2003, go to the Data menu, Tables
In Excel 2007, go to the Data Ribbon, Data Tools group, what if
9) analysis, Data Tables

In the Data Table dialog box: "Row input cells" refers to the
column headers (these are the values that sit in a row): what
goes in this text box is the "the original input value cell";
"Column input cells" refers to the row headers (these are the
values that sit in a column): what goes in this text box is the "the
10) original input value cell".

In Excel 2003, to See Precedents, go to the Tools menu, Formula

Auditing, Trace Precedents. In Excel 2007, to See Precedents, go
to the Formulas Ribbon, Formula Auditing group, Trace
11) Precedents.

When you create a 1 variable or 2 variable Data Table, an array

formula is entered that uses the array function TABLE. The first
argument in the table function is the "Row input cells"; The
second argument in the table function is the "Column input
12) cells".
13) For a other videos on this topic, see these videos:
1) Data Table 1 Variable
2) Data Tables allow you to do what if analysis for 1 or more formulas by changing 1 variable that is present in the
3) You must set up the inputs for the "1 variable" as row headers or column headers.
4) If your inputs are row headers, the formulas (or references to the formulas) must be listed at the top of
5) The formulas must refer to (directly or indirectly) the original input value cell that all the formulas at the top
6) The upper left cell should be empty.
7) Highlight the empty cell, row headers, formulas and blank table area.
8) In Excel 2003, go to the Data menu, Tables
9) In Excel 2007, go to the Data Ribbon, Data Tools group, what if analysis, Data Tables

In the Data Table dialog box: "Row input cells" refers to the column headers (these are the values that sit in a row): what
original input value cell"; "Column input cells" refers to the row headers (these are the values that sit in a column): wh
10) "the original input value cell".
In Excel 2003, to See Precedents, go to the Tools menu, Formula Auditing, Trace Precedents. In Excel 2007, to See Pre
11) Ribbon, Formula Auditing group, Trace Precedents.
When you create a 1 variable or 2 variable Data Table, an array formula is entered that uses the array function TABLE. T
12) function is the "Row input cells"; The second argument in the table function is the "Column input
link to this video: Excel Magic Trick 253: Data Table 1 V
Price $ 250,000.00
Down $ 25,000.00
Loan Amount
Annual Rate 12.0000%
Month Rate
Years 30
# Months
Monthly PMT
Annual Rate Start 5.00%
Annual Rate Increment 1.00%

1 Variable Data Table

Annual Rate Monthly PMT Month Rate Same W Formulas
Monthly PMT Month Rate
ble that is present in the "1 or more formulas"
s or column headers.
st be listed at the top of the table area.
ll the formulas at the top of the table use.

nk table area.
s
analysis, Data Tables

s that sit in a row): what goes in this text box is the "the
that sit in a column): what goes in this text box is the

n Excel 2007, to See Precedents, go to the Formulas

ents.
e array function TABLE. The first argument in the table
tion is the "Column input cells".
Trick 253: Data Table 1 Variable What If Analysis
1) Data Table 1 Variable
2) Data Tables allow you to do what if analysis for 1 or more formulas by changing 1 varia
3) You must set up the inputs for the "1 variable" as row header
4) If your inputs are row headers, the formulas (or references to the formulas) mu
5) The formulas must refer to (directly or indirectly) the original input value cell that a
6) The upper left cell should be empty.
7) Highlight the empty cell, row headers, formulas and bla
8) In Excel 2003, go to the Data menu, Table
9) In Excel 2007, go to the Data Ribbon, Data Tools group, what i
In the Data Table dialog box: "Row input cells" refers to the column headers (these are the values that sit in a row): wha
10) refers to the row headers (these are the values that sit in a column): what goes in this

11) In Excel 2003, to See Precedents, go to the Tools menu, Formula Auditing, Trace Precedents. In Excel 2007, to See Prec
When you create a 1 variable or 2 variable Data Table, an array formula is entered that uses the array function TABLE
12) argument in the table function is the "Column inp
Conditional Formatting is on the Home Ribbon in Excel 2007 and in the Formatting menu in Excel 2003. When you crea
13) want the whole row to be highlighted: 1) be sure the active cell is in the upper left corner, 2) Lo
link to this video: Excel Magic Trick # 254: Data Table Creates 100 Formulas
Rad Corp. Units Sales Variable Costs Contribution Margin
Income Statement
June, 2008
Sales
Variable Costs
Contribution Margin
Fixed Costs
Net Income

Total Costs

Assumptions
Units Sold 5,000.00
Price per Unit $30.00
VariableCost per Unit $13.69
Fixed Costs $79,250.00
Start Units Sold 0
Increment Units Sold 1000
rmulas by changing 1 variable that is present in the "1 or more formulas"
"1 variable" as row headers or column headers.
ences to the formulas) must be listed at the top of the table area.
ginal input value cell that all the formulas at the top of the table use.
eft cell should be empty.
headers, formulas and blank table area.
o to the Data menu, Tables
n, Data Tools group, what if analysis, Data Tables
ues that sit in a row): what goes in this text box is the "the original input value cell"; "Column input cells"
column): what goes in this text box is the "the original input value cell".

In Excel 2007, to See Precedents, go to the Formulas Ribbon, Formula Auditing group, Trace Precedents.
s the array function TABLE. The first argument in the table function is the "Row input cells"; The second
unction is the "Column input cells".
Excel 2003. When you create a formula that evaluates to TRUE or False for Conditional Formatting, if you
he upper left corner, 2) Lock the Column Reference only, not the Row reference.

Net Income Total Costs

1) Data Table 2 Variable
2) Data Tables allow you to do what if analysis for 1 by changing 2 variables
3) You must set up the inputs for the "2 variables" as row headers and column headers
5) The upper left cell must contain the formula that has the variables you want to change or it must refe
5) The formula in the upper left cell must refer to (directly or indirectly) the original input val
6) Highlight the upper left cell, row headers, column headers and blank table area.
7) In Excel 2003, go to the Data menu, Tables
8) In Excel 2007, go to the Data Ribbon, Data Tools group, what if analysis, Data Tables

In the Data Table dialog box: "Row input cells" refers to the column headers (these are the values that sit in a row): w
original input value cell"; "Column input cells" refers to the row headers (these are the values that sit in a column): w
9) original input value cell".
In Excel 2003, to See Precedents, go to the Tools menu, Formula Auditing, Trace Precedents. In Excel 2007, to See Prec
10) Formula Auditing group, Trace Precedents.
When you create a 1 variable or 2 variable Data Table, an array formula is entered that uses the array function TABLE. Th
11) is the "Row input cells"; The second argument in the table function is the "Column input
link to this video: Excel Magic Trick 255: Data Ta
Price $ 500,000.00
Down $ 25,000.00
Loan Amount
Annual Rate 10.0000%
Month Rate
Years 25
# Months
Monthly PMT
Total Months Start 60
Total Months Increment 60
Annual Rate Start 5.00%
Annual Rate Increment 5.00%

2 Variable Data Table

PMT / Months/Annual Rate

2 Variable Data Table

Months/
Annual Rate
 by changing 2 variables
headers and column headers.
want to change or it must refer to that Formula
irectly) the original input value cells
aders and blank table area.
u, Tables
what if analysis, Data Tables

e values that sit in a row): what goes in this text box is the "the
alues that sit in a column): what goes in this text box is the "the

ts. In Excel 2007, to See Precedents, go to the Formulas Ribbon,

cedents.
the array function TABLE. The first argument in the table function
unction is the "Column input cells".
cel Magic Trick 255: Data Table 2 Variable What If Analysis
 In Excel 2003, Goal Seek is in the Tools menu. In Excel
2007, Goal Seek is in the Data Ribbon, Data Tools group,
What-If Analysis icon. The keyboard shortcut that works
1) for both is: Alt + T + G

Goal Seek will change the formula result to a value you

2) want by adjusting one of the formula input values.

"Set cell" must be the cell reference where the formula

is; "To value" must be the value you want the formula to
evaluate to; "By changing cell" must be a number (not a
formula) that is in a cell and is used by the formula in the
3) "Set cell" cell.

House Price 500,000.00 link to this video: YTLE#103: Excel Goal Seek
% Down 0.15
Down 75,000.00
Loan 425,000.00
Amount Due in 25 Years 50,000.00
PMT type (0=end of month) 0
Annual Rate 0.125
Monthly Rate 0.010416667
Years 25
Months 300
PMT 4,658.35
Excel Goal Seek
1) In Excel 2003, the "Get External Data" feature is in the Data menu
2) In Excel 2007, the "Get External Data" feature is in the Data Ribbon

Text Import Wizard Step 1: Delimited means some character separate the data;
3) Fixed Width means that the column width of each data element are the same
4) Text Import Wizard Step 2: What is Delimiter? Space, Comma, Tab, other?
5) Text Import Wizard Step 3: Do you want to format the fields?
Importing Access Database data or using Microsoft Query to get an Excel Table
will bring the data in as an "Excel Table". If you don't want that, right click "Excel
6) Table" and point to Table, then to "Convert To Range"
If you don't want to use the Microsoft Query to bring Excel data in, Add the
"Import Data" button to the QAT and use that. You can also use the keyboard
7) shortcut Alt + D + D + D.

Date Region Sales Rep Customer Product Sales