customization, calculations and charts myra whittemore for blackbaud, inc. 09/16/2011

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Customization, Calculations and Charts Myra Whittemore for Blackbaud, Inc. 09/16/2011

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Page 1: Customization, Calculations and Charts Myra Whittemore for Blackbaud, Inc. 09/16/2011

Customization, Calculations and Charts

Myra Whittemore for Blackbaud, Inc. 09/16/2011

Page 2: Customization, Calculations and Charts Myra Whittemore for Blackbaud, Inc. 09/16/2011

Open the provided Excel spreadsheet:

Spreadsheet

Microsoft Office Button

Ribbon

Quick Access Toolbar

Mini Toolbar

Page 3: Customization, Calculations and Charts Myra Whittemore for Blackbaud, Inc. 09/16/2011

Click the Office Button

Click Excel Options

Page 4: Customization, Calculations and Charts Myra Whittemore for Blackbaud, Inc. 09/16/2011

The Excel options screen:

‣ Try these options on your spreadsheet.

Page 5: Customization, Calculations and Charts Myra Whittemore for Blackbaud, Inc. 09/16/2011

Terms used in Excel Formulas :

References: The cell or range of cells to be used in calculations

Operators: Symbols that specify the calculation to be performed

Constants: numbers or values that do not change

Functions: pre-programmed calculation formulas

Argument: mathematical function

Calculate with Functions :

Sum: adds all values of cells in a given argument

Average: calculates average of cells in an argument

Minimum: identifies minimum value in selected cells

Maximum: identifies maximum value in selected cells

Count: number of cells within the range of a given argument

Page 6: Customization, Calculations and Charts Myra Whittemore for Blackbaud, Inc. 09/16/2011

Function Library

Includes such features as:

AutoSum:  Calculates the sum of a range

Recently Used:  All recently used functions

Financial: Accrued interest, cash flow return rates and additional financial functions

Logical: And, If, True, False, etc.

Text: Text based functions

Date & Time: Functions calculated on date and time

Math & Trig:  Mathematical Functions

‣ Review these options on your spreadsheet, then try a calculation.

Page 7: Customization, Calculations and Charts Myra Whittemore for Blackbaud, Inc. 09/16/2011

Charts: graphic iteration of numerical data

Select the insert tab to display the Charts toolbar, a.k.a Chart Wizard.

Page 8: Customization, Calculations and Charts Myra Whittemore for Blackbaud, Inc. 09/16/2011

Chart Source Data: the default range is the selection of data cells on your spreadsheet.

Chart options: Titles, lables for X- and y- axes.

Page 9: Customization, Calculations and Charts Myra Whittemore for Blackbaud, Inc. 09/16/2011

Contact your consultant:

Myra [email protected]