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    TABLE OF CONTENTS

    Getting Started.................................................................................1

    Starting Excel...............................................................................1

    Understanding the Workbook Window..........................................1

    Getting Around in Excel................................................................2

    Managing Worksheets..................................................................2

    Moving Around the Worksheet using Scroll Bars...........................4

    Moving to a Specific Cell...............................................................4

    Moving Around the Worksheet using Keyboard Shortcuts ............4

    File Management in Excel..................................................................6

    Creating, Saving and Opening Files..............................................6

    Closing a Workbook.....................................................................8

    Entering Text...............................................................................8

    Entering Numbers........................................................................8

    Entering Dates.............................................................................8

    Automatically Entering a Series of Data........................................9

    Editing a Cell..............................................................................11

    Selection Techniques in Excel.....................................................12

    Clearing Data in a Worksheet.....................................................13

    Moving Data (Cut and Paste)......................................................14

    Copying Data (Copy and Paste)..................................................15

    Multiple Undo/Redo....................................................................15

    Copying Data to Another Document............................................16Moving Between Multiple Workbooks .........................................16

    Inserting and Deleting Rows or Columns....................................16

    Working with Formulas...................................................................18

    Creating Basic Formulas in Excel................................................18

    Using Worksheet Functions .......................................................20

    Using the Paste Function Wizard................................................22

    Copying Formulas.......................................................................23

    Improving the Presentation of your Worksheets..............................24

    Format Text...............................................................................24

    Format Painter...........................................................................25Formatting Numbers..................................................................26

    Formatting Dates.......................................................................27

    Drawing Borders Around Cells ...................................................27

    Filling Cells with Colour..............................................................28

    Changing the Width of Columns.................................................29

    Changing the Row Height...........................................................31

    Sorting............................................................................................33

    Sort Using the Data Menu..........................................................33

    Filtering Information.......................................................................34

    AutoFilter...................................................................................34

    Custom AutoFilter.......................................................................34

    Using Filtered Data.....................................................................35

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    Removing Filters........................................................................35

    Advance Filters...........................................................................35

    Pivot Tables....................................................................................37

    Pivot Table Jargon......................................................................37

    What Makes A Data List Suitable For Pivot Table Analysis?.........37

    Creating a Pivot Table................................................................37

    Recalculate Pivot Table...............................................................40

    Creating PivotChart Reports.......................................................40

    Creating Charts using the Chart Wizard...........................................43

    Chart Elements..........................................................................45

    Moving and Resizing a Chart......................................................46

    Editing Chart Options.................................................................46

    Formatting and Editing Charts.........................................................47

    The Chart Toolbar......................................................................47

    Changing the Font of all Text in the Chart..................................48

    Formatting Elements of a Chart..................................................48Coloured Fill Effects....................................................................49

    Creating Pictographs..................................................................50

    The Different Types of Charts.........................................................51

    Changing the Chart Type...........................................................51

    Choosing an Appropriate Chart Type..........................................51

    Area Chart.................................................................................51

    Line Chart..................................................................................51

    Bar Chart...................................................................................51

    Column Chart.............................................................................52

    Pie Chart....................................................................................52

    Doughnut...................................................................................52

    Manipulating Chart Data..................................................................53

    Understanding the links between the Chart and Data.................53

    Adding New Data.......................................................................53

    Printing...........................................................................................54

    Printing the Chart Alone.............................................................54

    Printing the Chart and Data........................................................54

    Page Break Preview....................................................................54

    Changing the Page Setup...........................................................54

    Printing Worksheets...................................................................57

    Print a Range of Cells.................................................................57

    Freezing a Title Area..................................................................57

    Comments................................................................................58

    Worksheet FunctionsIRR............................................................................................59

    NPV...........................................................................................59

    FV..............................................................................................60

    VLOOKUP...................................................................................61

    Goal Seek...................................................................................62

    Scenario.....................................................................................62

    Set up a shared workbook..........................................................63

    Creating Macros.........................................................................64

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    Record a macro..........................................................................64

    Run a macro .............................................................................65

    Edit a macro...............................................................................65

    Macro Example : - .....................................................................66

    lets edit the macro Gridshow.....................................................67

    Run a macro from a toolbar button............................................68

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    Getting Started

    Excel is a powerful electronic data organiser and calculator that

    makes day to day business tasks easier to manage. It looks like a

    grid divided into cells and each cell has its own unique reference.

    Data is entered into these cells and can then be used to createcharts, databases and perform calculations.

    Point and click on the button, move your mouse pointer

    up the menu to and across to

    When you open Microsoft Excel, it opens a collection of worksheets(known as a workbook). Think of a worksheet as a large piece of

    accountants paper where you can enter headings, numbers, dates,lists and calculations.

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    Microsoft Excel 2000 Advance Page 1

    Menu bar

    Standard toolbar

    Formatting toolbar

    Name Box

    Active Cell

    Rows

    Cells

    Drawing toolbar

    Sheet Names Scroll bars

    Columns

    Formula bar

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    A worksheet is made up of the following:

    Rows: Along the left hand side of the worksheet running down

    from 1 to 65536

    Columns: Along the top of the worksheet running from A to IV.A total of 256 columns

    Cells: The worksheet is made up of cells. You can enter values

    (numeric, date, etc.), text, graphic objects, formulas or links todata stored in other locations

    The Active Cell is the cell selected. It has a highlighted border

    around it. This is where your data will appear when you type on the

    keyboard and the press Enter. Before you type, always make surethat the active cell is where you require the entry to go.

    Point to a cell and click into it to make it the .

    The active cell reference appears in the Name Box and refers to the

    cell by the column letter and the row number, e.g. A1 or B6. The

    column and row headings appear in 3D.

    At the bottom of the window, there are sheet tabs for the worksheetsthat make up the workbook. There are sheet navigation buttons

    located here. The white sheet tab indicates the active worksheet.

    Click on a to select that sheet

    Use the buttons to move between the

    sheets in a workbook. The middle two buttons move one sheetleft and right. The outer two buttons move to the first sheet

    and the last sheet

    Click on the to select and display that worksheet

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    Move to previoussheet

    Move to last sheet

    Move to next sheet

    Move to f irst sheet

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    Click on the to select the sheet you want to delete

    Click on the menu and select

    or

    Click on the with the right mouse button

    Select

    Click on to confirm deletion

    Double click on the sheet tab you want to rename

    Type in the and press

    Click on the you want to move

    Click on the menu and select

    Click on the for the selected worksheet in theMove or Copy dialog box that opens, and press

    NOTE: You can also point on the sheet tab that you wish to moveand drag it to its new location

    Click on the you want to copy

    Click on the menu and select

    Click on the for the copied worksheet in the

    Move or Copy dialog box that opens

    Tick in the checkbox , and then press

    NOTE: You can also point on the sheet tab you wish to copy, hold

    down the key and drag it to its new location. A copy of the

    sheet will be made

    Click on the menu and select

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    A new worksheet will be inserted immediately before the selected

    worksheet, and will take the next free number, e.g. Sheet4

    Point and click on pointing up and down in

    the scroll bar

    Point and click in the in the scroll bar, above orbelow the scroll box

    Drag the in the scroll bar up or down

    Point and click on the cell to make it active

    If you cannot see the target cell in the window, then click on the

    menu and select

    Type in the and press

    .

    Ctrl + Home Cell A1

    Ctrl + End End of current data block

    End key then Left Arrow Beginning of row

    End key then Right Arrow End of row

    End key then Up Arrow Beginning of column block

    End key then Down Arrow End of column block

    Page Up Up one screen

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    Click to scroll up

    Click to scroll up a screen

    Drag scroll box up or down

    Click to scroll down a screen

    Click to scroll down

    Click to scroll leftClick to scroll left a screen Click to scroll right a screen

    Click to scroll right

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    Page Down Down one screen

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    File Management in Excel

    When you run Excel you automatically start with a blank Workbook.If you want to create another blank Workbook:

    Click on the menu in the program window and select

    Ensure is selected in the dialog box,

    then click on

    A new workbook will have Microsoft Excel - Book1 on the title bar

    Click on the menu and select

    Use the to quickly navigate to the location whereyou would like to store your Workbook. The preferred area is

    .

    You can navigate to another area on your computer using the

    list box.

    Type a significant name for your file in the box and

    press

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    Select the Drive and Folder

    Places Bar

    File Name

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    Click on the menu and choose

    Use the to quickly navigate to the location where

    Workbook is stored.

    You can navigate to another area on your computer using the

    list box.

    When you find the desired Workbook in the dialog box,

    click on it to select it and then Press

    Note: You can have multiple Workbooks open at one time, but youwill only see one Microsoft Excel button on your Taskbar.

    A workbook that has already been saved will have its filename on the

    title bar.

    Click on the menu and choose

    The previous version of the Workbook will be replaced with the

    version that you are working on now.

    Save an existing workbook with a new name to make a copy of it.

    Choose from the menu

    Type a new name in the box

    Click on the button

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    Click on the menu and select .

    Note: If you have multiple Workbooks open, this will only close theactive one.

    Entering and Editing Data

    There are three different ways to enter data of any type into aworksheet. The difference is where the active cell is after the data

    has been entered.

    Click on the button (green tick) on the formula bar. The

    active cell remains in the same place

    Press on your keyboard. The active cell moves down the

    row one cell.

    Press on your keyboard. The active cell moves right one

    column.

    Click in the cell and type the text

    Enter the data using one of the methods as above

    Note: By default Excel aligns text to the left of a cell.

    Click in the cell and type the numbers

    Enter the data using one of the methods as above

    Do not enter (Rs.,) or whenentering numbers. Excel will automatically do this for you.

    (Refer to the section, Formatting Numbers later in this manual).

    Do not enter between numbers

    Use a (.) for a

    Note: By default Excel aligns numbers to the right of a cell.

    If you wish Excel to recognise a date, it needs to be entered in aparticular way:

    With a or (but not full stops) separating the day,

    month, year, e.g. 14/7/01 or 14-7-01. You can use four-digitdate format, e.g. 2001 instead of 01

    Excel assumes you mean the when it is not

    specified. Click into the cell and look at the date on the formula

    bar to check

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    Excel can help you create an automatic list of entries in the form of a

    series. Excel already recognises the following series:

    Jan, January, Mon or Monday

    Dates e.g. 12/12/2000, A heading with a number following it, e.g. Product 1,

    Item 1, 1st Qtr

    See examples in the table below:

    the first entry, but do not press Enter

    Point to the at the bottom right of the active cell.Your mouse should turn into a thin black cross +

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    the fill handle up, down, left or right across the cells that

    you want to automatically fill

    Type at least the for the series, (more ifmathematically required)

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    Fill Handle

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    the cells, then drag the fill handle up, down, left or right

    across the cells that you want to fill

    Click into the cell to be edited

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    Click to accept changes

    Click in the to edit textClick to cancel changes

    Select both cells thendrag the cell handle

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    Click into the at the position where you wish to

    make the change

    and the corrected data

    Before you can copy or move cells, clear cell contents or formatting,you must select (highlight) the cell(s)

    Position your mouse in the middle of the strarting cell so the

    pointer is a

    over the cells

    The selection is highlighted but you will be able to see through the

    highlight to the data behind. This is called see-through view.

    Click on the

    across the of the columns you want to

    select

    Click on the

    across the of the rows you want to

    select

    Using a standard Windows method, you can select any items that are

    next to each other (contiguous). In this case it would be a range of

    cells.

    Click into the in the range you want to select

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    Hold down the key on your keyboard and into the

    last cell in the range

    Using a standard Windows method, you can select any items that are

    not next to each other (non-contiguous). In this case it would

    ranges of cells. Select the first column, row, cell or range of

    Hold down the key and select the next

    Keep the key pressed down and any further

    Click on the button just above Row 1 in the

    Worksheet.

    Select the cell or cells you wish to clear and press the

    (DEL) key on the keyboard

    Select the

    Click on the menu, point to , and then select

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    Click here to selectthe entire worksheet

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    Select the

    Click on the menu, point to , and then select

    When editing a Worksheet you may want to move data from one

    position to another. The and feature makes this easy to

    achieve.

    the cells to be moved

    Click on the menu and select

    Note: The selected cells are still highlighted in their original location,and have a flashing black outline.

    Click into the cell at the top left of the range where you want the

    cut cells to move to

    Click on the menu and select

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    To save time you can copy data you want to duplicate without having

    to retype it. You can use and .

    the cells to be copied

    Click on the menu and select

    Click into the cell at the top left of the range where you want thecopied cells to paste to

    Click on the menu and select

    If you have deleted something in error, you can use the

    option to reverse your last action.

    Select a cell and Press the key

    From the menu select and whatever you

    have deleted will be restored

    From the menu select to reverse the last

    action.

    NOTE: If you were undoing a copy action, the menu would read

    , therefore the commands you are using are contextsensitive.

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    the cell(s) containing data you want to copy

    From the menu select

    (switch to) the you wish to copy the data into

    Click into the cell at the top left of the range where you want thecopied cells to paste to

    Click on the menu and select

    Click on menu

    The tick indicates the document currently displayed Click on another Workbook you wish to work on and it will be

    presented on the screen

    Columns are inserted to the left of the selected column. In theexample below a column would be inserted after column B and

    before column C.

    Select a

    From the menu choose

    Or click on selected column letter. Choosefrom the shortcut menu

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    Rows are inserted above the selected row. In the example below a

    new row would be inserted above row 5 (Steve Tricksy) and after

    row 4 (Sue Driller).

    Select a

    From the menu choose

    Or click on selected row number. Choose

    from the shortcut menu

    Click anywhere in the you want to delete

    Choose from the menu

    Choose and then press

    Or click on the column letter that you wish to

    delete. Choose from the shortcut menu

    Click anywhere in the you want to delete

    Choose from the menu

    Choose and then press

    Or click on the Row

    number that you wish to delete.Choose from the pop up menu

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    Working with Formulas

    One of the main purposes of spreadsheets is to perform calculations.

    You can tell Excel to perform calculations on values in the Worksheet

    cells. When values are changed the calculations automatically

    update.

    There are many built-in Functions in Excel to cater for many different

    needs of mathematical equations.

    Click into the cell that will contain the of the calculation

    Type the sign (to tell Excel to perform a calculation)

    Click on the you wish to add i.e. B4

    Type the math required i.e. +

    Click on the you wish to add i.e. B5 and then press

    If you change any values in cells B4 or B5 the result in the cellcontaining the formula (B6) will automatically re-calculate

    You can also calculate across the cells.

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    =B2*10% tells Excel to take Cost figure of Rs.14,000.00 in cell

    B2 and multiply it by 10% Tax

    =B2+C2 tells Excel to Add Cost of Rs.14,000.00 and Tax ofRs.1,400.00 to give a Total

    Where a formula includes more than one mathematical operator,there is a strict order of precedence that Excel adheres to.

    Excel will perform calculations in the following order:

    1 % Percentage =90*10% 9

    2 ^

    Exponentiation

    (to the power

    of)

    =4^2 16

    3 * Multiplication =3*2 6

    4 / Division =100/4 25

    5 + Addition =10+10 20

    6 - Subtraction =10-3 7

    Brackets ( ) are used to force a change to the order of calculation.

    Anything in brackets is calculated first. There must be an equalnumber of open brackets ( and close brackets ) in each formula. All

    formulae are read from left to right.

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    =2*10+1 21

    =1+2*10 21 Multiplication performed beforeaddition

    =(1+2)*10 30 Values in brackets calculated first

    =2*10+5*10 70 Both multiplications performed

    before the addition

    =(2*10+5)*10 250 Values in brackets calculated first

    Excel has many built-in Functions that can save you time when you

    need to perform complex calculations.

    You can use to add up any range of cells, either across therows or down the columns. The AutoSum command button on the

    Standard toolbar uses the Sum function to calculate totals.

    Click in the cell where you want the of the calculation toappear

    Click on the button on the Standard toolbar

    Excel will select the range of numbers it guesses you wish to

    add and you should visually check this selection

    If the range is incorrect, to select the correct range, and

    press

    Using AutoSum you can calculate the sum of a range of cells both

    across the rows and down the columns, as in the example below.

    Select the you want to calculate totals for, (including a

    blank row and a blank column for the results

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    Click on the button

    All the results are calculated at once and displayed.

    Click in the cell where you want the result of the calculation to

    appear

    Type

    Select the you wish to calculate the average for

    When the range appears in the result cell, type and then press

    The sample Worksheet above gives the following results:

    =SUM Adds a range of cells =sum(B4:B7) 240

    =AVERAGEFinds the average

    value

    =average(B4:B7) 60

    =MAXFinds the highest

    value=max(B4:B7) 90

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    =MINFinds the lowest

    value=min(B4:B7) 35

    =COUNT

    Counts how many

    cells contain

    numeric values

    =count(B4:B7) 4

    The Paste Function lists all of the predefined Excel Functions with a

    concise explanation of its purpose. Searching for the appropriateFunction is more

    Select the cell where you want the of the calculation to

    appear

    Click on the command button on

    the Standard toolbar

    Select the required e.g. AVERAGE, then press

    The Formula Palette then opens with boxes where the values or cell

    references should be entered, for all of the arguments in the

    calculation. The result of the calculation is displayed in the Formula

    Palette.

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    Excel assumes the range of cells you want to calculate.

    If the range is incorrect, click in the N box and

    the . Then the on

    the Worksheet and click on

    The formula Palette collapses while you are highlighting the range,

    but reappears automatically.

    If you want the same formula all the way down a column or across a

    row, type the formula into one cell and copy it to the remaining cells.The cell references in the formula will automatically adjust for the

    new locations.

    Type the but do not press Enter

    Drag the across (or down) over the cells you want

    to copy the formula to

    The formula will adjust to the relative column as in the table below

    when it is copied:

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    Click and drag the Fill handle

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    Improving the Presentation of your Worksheets

    You can format your document for a clearer and more professional

    presentation.

    Excel offers all the formatting options through the

    menu then , which opens the dialog box.

    Some of these options can also be applied using buttons on the

    .

    you want to format

    Choose the , , , , andon the in the dialog box

    Font Colour Palette

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    Change Font Change AlignmentChange Style of Text

    Change Size of TextMerge and Centre Textin selected cells

    Font ListBox

    Font Style

    List Box

    Font SizeList Box

    Colour Drop-down Palette

    Effects

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    you want to align, wrap or merge

    Select the required and alignment,

    , , and on the

    tab in the dialog box

    Use the to copy the formatting of selected text or

    an object and apply the formatting to the text or object you click on.

    the text or object that contains the formatting that you

    want to copy From the Formatting Toolbar, once on the

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    TopCentre

    Bottom

    Horizontalalignment

    including left,

    center, right and

    justify

    Vertical

    alignment

    including top,center, bottom

    and justify

    Text Control

    Text Orientation drag the

    indicator or selectDegrees

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    The mouse pointer will now display a paint brush

    mouse over the object or text that you want to apply

    the copied format and

    To apply the copied format to a group of words,

    the mouse over the text

    on the to copy and apply

    the formatting to more than one item.When finished, the Format Painter by pressing or

    clicking again on the Format Painter button in the toolbar.

    When you need to format the number more precisely than you

    can using the Formatting toolbar buttons,

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    Currency

    Dollar, Pound Sterling orEuro sign, 2 decimal

    places, comma separating

    thousands

    Rs.20,000.0

    0

    Percentage

    Displays number as a

    percentage (multiplies by

    100 and adds % sign)

    50%

    Comma2 decimal places, comma

    separating thousands20,000.00

    Increase DecimalDecrease decimal

    Increases or Decreases

    the number of decimal

    places - one place at atime

    20,000.0

    20,000.000

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    you want to format, then click on the menu and choose

    Select the required options on the tab and press

    containing the dates you wish to format.

    Note: you need to use a format that Excel recognises as dates,i.e. 12/12/2001 or 12-12-2001

    Click on the menu and then select , then choosethe tab

    Click on in the category list and choose the requiredformat

    you want to add borders to

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    Click on the menu and then select , then choose

    the tab

    Select the you want to apply a colour to

    Click on the menu and select

    Choose a from the palette on the Patterns tab, and

    select a if required, then press

    Pattern Palette

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    Click here

    to select

    which

    borders toapply

    Choose thestyle of

    border you

    want

    Choose the

    colour ofthe border

    lines

    Click on the colour

    you want

    Choose a pattern

    from the drop-downpalette

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    Select the you want to adjust

    Click on the menu and select

    You can choose and enter a value if you need to be

    precise

    Or, choose . Excel will calculate how wide

    the column needs to be to show the widest cell

    Position the mouse pointer on the line to the right of column

    heading you wish to adjust

    The mouse pointer will change to a double-arrow

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    Click and drag the mouse right or left to the required width

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    Drag to resize

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    Select the you want to adjust

    Click on the menu and select

    You can choose and enter a value if you need to be

    precise

    Or, choose . Excel will calculate how high the column

    needs to be to show the tallest cell

    Position the mouse pointer on the line below the row number you

    wish to adjust

    The mouse pointer will change to a double-arrow

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    Drag down or up to the required height

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    Drag to resize

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    Sorting

    Click anywhere in the column by which you wish to sort

    Click on the tool or the

    tool

    When sorting using the Data menu, up to three levels of sort can be

    specified. If there are any duplicate items in the first sort field then

    the second specified sort field will be used to sub-sort, and if thereare still duplicate items, the third field specified will also be used.

    Click anywhere within the data list

    Choose from the menu

    Select the first field to sort by from the drop down list in the

    S box

    To sort by more than one field, you may specify other fields in

    the boxes

    Select or for each field specified

    Specify whether or not your data list has a header row

    i.e. do you have field names on the top row of the list?

    If you have a header row but do not specify that you have, thefield name row will be sorted in with the other rows of data

    If you do not have a header row, you can sort by column letterrather than by field name.

    Click on .

    Note: If you wish to cancel the sort, immediately choosefrom the menu or click on the button

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    Filtering Information

    Filtering is a quick way to find a sub-set of data in a data listeg to find all employees in the Sales department

    Click on a cell in your list

    Choose - from the menu

    Notice the down arrow next to each of your field names. Use

    the down arrow to display a list of unique entries in that field.(The example above shows Dept with the down arrow displaying

    unique entries)

    Select one of the unique entries. The other records are filtered

    out (note the row numbers, where filtered items are hidden)

    Note: you can set additional filters on the other fields too

    The AutoFilter allows the following logical operations insteadof specifying a particular value eg Salary is greater than 20000

    Click on the down arrow on the field to be filtered

    Select

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    The Custom AutoFilter dialog box is displayed

    Choose an from the drop down list

    Enter your , either from the drop down list or directly by

    typing it in

    Click

    The results of the filter can be copied and pasted elsewhere

    or

    The filtered table can be printed

    To display all records again, choose , from the

    menu

    When you have finished, choose, and thenfrom the menu to switch the filters off

    To find specific values in rows in a list by using one or two

    comparison criteria for the same column, point to on the

    menu, click , click the arrow in the column

    that contains the data you want to compare, and then click

    .

    To match one criterion, click the comparison operator you want

    to use in the first box under , and then

    enter the value you want to match in the box immediately to the

    right of the comparison operator.

    To display rows that meet two conditions, enter the comparison

    operator and value you want, and then click the button. Inthe second comparison operator and value boxes, enter the

    operator and value you want.

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    Click the down arrowto select an operator Enter criteria

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    To display rows that meet either one condition or another

    condition, enter the comparison operator and value you want,and then click the button. In the second comparison operator

    and value boxes, enter the operator and value you want.

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    Pivot Tables

    Pivot tables can be used to summarise and analyse a data list. They

    can provide a useful way of preparing complex data for charting.

    The Pivot table Wizard feature guides you through the stages ofcreating a pivot table.

    Source List The original data, usually an Excel list

    Field A category of data, such as a Department or

    Region

    Item An element in a field

    Row Field A data field to use as row headings in the

    finished table

    Column Field A data field to use as column headings in the

    finished table

    Page Field A data field which canbe used rather like

    AutoFilter to filter the views of the table

    The data list should have groupable data in at least one field.

    Groupable data is distinguished by having a limited number of

    distinct text, numeric or date values. Fields such as region,

    department, sex, year or product are examples.

    Each field in the list must have a heading

    For example the data below needs to be summarised to show

    the total salary for each department, split between the sexes

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    Click in the Data List

    Choose from the

    menu, this will open the Pivot Table Report Wizard

    Choose and click on .

    Confirm the selected range is correct. If the range is incorrect

    use the mouse to re-select the range to be used

    Click on

    Choose to put the Pivot Table into a New Worksheet

    Click Finish

    Note: At the 3rd step, click on the Options button to choose

    specific format and data options that you wish to apply to your

    PivotTable

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    The New Worksheet is inserted and the PivotTable toolbar will appear

    on your screen.

    Point to the in the toolbar you wish to use as

    headings in your report and drag them onto the blue outlined

    field areas on the left and top of the table

    Note: The fields can be re-arranged at any time by clicking and

    dragging them to a new location or removing them completely.

    Note: In the example above

    The DEPT field is dragged onto Row

    The SEX field is dragged onto Column

    The SALARY field is dragged onto Data

    Click on the arrows beside the field names and tick or untick theboxes to display a filtered version of the data

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    Drag field intoblue outlinedareas

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    When you add, delete or edit records in your database, the pivot

    table can be recalculated to reflect these changes.

    Click anywhere in the Pivot table

    Click on the button on the Pivot Table toolbar

    A PivotChart combines the interactive summarisation of data

    provided by a PivotTable with the visual appeal and benefits of achart. A PivotChart report can be pivoted to view the same data in

    different ways. Use a PivotChart report when you want to quicklychange the view of the chart to see a variety of comparisons and

    trends.

    When creating a PivotTable, the data used must be in headed

    columns.

    Click in the Data List

    Choose from the

    menu, this will open the Pivot Table Report Wizard

    Choose and click on

    Confirm the selected range is correct. If the range is incorrect

    use the mouse to re-select the range to be used

    Click on

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    Choose to put the Pivot Chart into a

    Click

    Note: At the 3rd step, click on the Options button to choose

    specific format and data options that you wish to apply to your

    PivotChart

    The New Worksheet is inserted and the willappear on your screen.

    Point to the in the toolbar you wish to use ascategories in your chart and drag them onto the blue outlined

    field areas to the area you want the data placed in

    Note: The fields can be re-arranged at any time by clicking and

    dragging them to a new location or removing them completely.

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    Eg: Drag DEPT intothe Category Field

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    Note: In the example above

    The DEPT field is dragged onto the Category

    The SEX field is dragged onto the Series field

    The SALARY field is dragged on the Data

    The arrows beside the field names can be clicked on, and the

    data you wish to view chosen by ticking or un-ticking the boxes

    In all other aspects the PivotChart can be formatted as any

    other chart

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    Creating Charts using the Chart Wizard

    Use the Chart Wizard to simply create a chart either on the same

    sheet of the Workbook as your data, or on a new chart sheet. Each

    step of the Chart Wizard can be re-visited even after you have

    finished creating the chart.

    the range of cells that contain the series data, togetherwith the cells that contain the label data

    Click on button on the toolbar

    on required the from the Chart Type list

    the type of if required

    Press

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    If the Data range is , click on the button so

    that you can see the data, thenon the Worksheet

    Press

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    Preview of chart

    Selected cells

    Type Titles todisplay on thechart

    Preview of Chartwith display ofOptions chosen

    Collapse

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    Step 3 shows a dialog box you can choose precisely how the chart

    will display the data.

    Titles Add a chart title and labels for your axis

    Axes Display/hide the X or Y axis

    Gridlines Display/hide gridlines

    Legend Display/hide or reposition legend

    Data Labels Choose to display labels, such as value percent,

    above the data point

    Data Table Display/hide a table displaying the data

    Make the selections you require, then press

    Choose to create your chart either:

    As a new sheet is automatically created for you

    As choose where in the Workbook the chart will be

    located

    Press

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    Chart Area

    Plot Area Gridline

    Legend

    Chart TitleData Point -(one point in a

    series)

    Data Series

    (all points in a series)

    Value (y) Axis

    Category (x) Axis

    Selection handlesappear when Chartis selected

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    into the and to new position

    the chart to make a chart bigger or

    smaller

    When the chart is selected the Data Menu changes to a Chart Menu

    This is of the Chart Wizard where you can choose a

    different

    This is of the Chart Wizard where you can select adifferent

    This is of the Chart Wizard where you can add ,set , and add

    This is of the Chart Wizard where you can chooseanother for your chart

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    The first four items under this menu areSteps 1-4 of the Chart Wizard

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    Formatting and Editing Charts

    When a chart is selected the chart toolbar will automatically bedisplayed.

    The buttons on the toolbar allow for easy selection and formatting ofan element and the switching of common options on and off.

    Note: Use the Chart Menu to display more Chart Options

    If the Chart toolbar is not displayed

    Choose from the menu

    Click to select the

    Click on

    Click on the chart to make it active

    Select an element in the chart by clicking on it once

    eg. the Legend

    or

    Click the down arrow on the select chart element button to

    select it by name

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    Select a chartelement

    Format selectedelement

    Chart Type

    Hide/DisplayLegend

    Hide/DisplayData Table

    Plot chart byrow or column

    Angle Text

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    Make sure the chart is active

    Click in the Chart Area (or choose Chart Area from the Chart

    toolbar)

    Choose the and from the standard formattingtoolbar

    Make the chart active

    Select the Element to format

    Click on the button to access all theformatting options for the selected element

    The Format box will be displayed

    In this example the Legend was the element selected

    Note: To open the Format box you can also either double click

    on the element of the chart or click the right mouse button onthe element of the chart and choose format

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    You can apply a gradient fill to a data series, plot area and chart

    area.

    Select the element to be formatted. eg. data series

    Click on the format element button on the Chart toolbar

    Click on the tab

    Click on the button

    Gradients are available in Single, Double or multiple Preset

    colour schemes. They can have different shading styles

    Note: Make further choices from the Texture and Pattern Tabs

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    Pictures can be used to fill bars or columns

    Select the graphic you wish to use (this could be from

    PowerPoint)

    Choose from the menu

    Click on the chart to make it active

    Click on the you wish to represent with the graphic (i.e.

    bar or column)

    Choose from the menu

    A stretched version of the picture will replace the bar or column.

    Select the data series with the stretched picture

    Click on the button on the Chart toolbar

    Click on the tab then click on the button

    Click on the tab

    Select the option

    Click

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    The Different Types of Charts

    The Chart Type tool gives a limited selection of the many chart typesoffered by Excel.

    Click on the arrow of the Chart Type tool

    Select a chart type from the palette

    or

    Choose from the to display all chart

    choices

    A variety of different chart types are available. The appropriate chart

    type to choose will depend on the data you are charting and whatyou wish to illustrate.

    This will indicate the amount of change as well as show the

    relationship of each part to the whole:

    The Line Chart displays trends over time. The emphasis is on time

    and the rate of change rather than on the amount of change.

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    The Bar Chart is used to display individual values that can be

    compared. The values are displayed on the Horizontal axis.

    The Column Chart is similar to the Bar Chart except that the values

    are displayed along the Vertical axis.

    The Pie Chart is used to display one series of data. Each part of the

    series represents a percentage of the whole.

    The Doughnut Chart is similar to the Pie Chart but it displays more

    than one data series at a time - each part representing a percentage

    of the whole amount.

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    Manipulating Chart Data

    The Chart and the Data from which the chart was created are linked.Therefore if you change any information on the data sheet, the chart

    will automatically update to reflect the changes.

    Once you have created a chart you can still add data from the data

    sheet at a later date:

    Highlight the data to be added to the Chart

    Click on the button on the toolbar

    Click to select the chart

    Click on the button on the toolbar

    A new data series will appear on the chart

    Select the series, within the chart, that you wish to delete

    Press the key on the keyboard

    Select the Chart

    Choose from the menu

    Use your mouse to select all the data to create your chart

    Click

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    Printing

    To print the chart landscape on A4 paper:- Click on the chart to make it active

    Choose from the Menu

    To print both the chart and the data :-

    Make sure the chart is NOT selected

    Choose from the File Menu

    Tip: Select Print Preview to view how it will look when printed

    If you have a great deal of information on a Worksheet, Excel will

    automatically divide it into separate pages for printing.

    Excel makes it very easy to set manual page breaks so that you candecide where a new page should start. You can set vertical and

    horizontal page breaks - or a combination.

    From the menu, choose

    You can enter and edit data in Page Break Preview.

    Solid and dotted lines indicate Page Breaks.

    and can be changed by pointing

    to the Page Break lines and them into a new position

    Click on the menu and choose to switch back to

    normal view

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    You can change the way your page is set up so that it looks better

    when it is printed. All the options you can choose from are in oneplace, the dialog box.

    Click on the menu and choose

    Select the tab and choose

    Select the tab in the dialog box

    In the section, choose a percentage in the to

    box

    If you need to be more precise, you can click in the box

    and enter the you want your Worksheet to

    fit onto

    Click on the tab in the dialog box

    Select what should be , and then press

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    Click to change

    page orientationto Landscape

    Click here to scaleworksheet

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    A Header is the text that prints at the top of every page.

    A Footer is the text that prints at the bottom of every page.

    Click on the tab in the dialog box

    Choose from the list of predefined and , then

    press

    If you want to, you can click on the r orbuttons and type your own text in either the

    left, center or right sections, then press

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    Click on down

    arrows to selectfrom lists of

    header andfooters

    Click on buttons

    to create custom

    header or footer

    Type in customfooter in any section

    Click on Collapse, thenhighlight Rows or Columns

    you want to be repeated

    Choose to print Gridlines,Row and Column Headings

    When the printout is more

    than one page, choose thepage order

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    Click on the menu and choose

    When you have made your selections, press

    You can select a range of cells to print.

    Select the you want to print

    Click on the menu and select

    In the section, select the option andPress

    Additional Features

    There may be times when your worksheet is more than one screen

    long or wide. It is easier to continue working with the data when you

    can still see the column and row headings.

    Click in the cell and to the of the title area. In

    the example below cell B4 is selected

    Click on the menu and choose

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    Choose what youwant to print

    Choose the

    printer

    Select thenumber of

    copies

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    Row 1 to 3 will still be displayed as you scroll down

    Column A will still be displayed screen as you scroll to the right

    Click on the menu and choose

    You can add comments to give more information about the data in

    the cell, for yourself or for other users who may share the Workbook.

    Comments are displayed when pointing to the cell where there is ared triangle at the top right-hand corner of the cell.

    Select the where you want to add a comment

    Click on the menu and choose

    your comment, then from the cell to enter

    Select the cell containing the comment that you want to edit

    Click on the menu and choose

    the text and when finished to enter

    Select the cell containing the comment that you want to delete

    Click on the menu and choose

    Click on the of the to select the whole

    comment, then press

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    Returns the internal rate of return for a series of cash flows

    represented by the numbers in values. These cash flows do not

    have to be even, as they would be for an annuity. However, the

    cash flows must occur at regular intervals, such as monthly or

    annually. The internal rate of return is the interest rate receivedfor an investment consisting of payments (negative values) andincome (positive values) that occur at regular periods.

    Example

    Suppose you want to start a restaurant business. You estimate it will cost Rs.70,000 to start the business

    and expect to net the following income in the first five years: Rs.12,000, Rs.15,000, Rs.18,000, Rs.21,000,and Rs.26,000. B1:B6 contain the following values: Rs.-70,000, Rs.12,000, Rs.15,000, Rs.18,000,

    Rs.21,000 and Rs.26,000, respectively.

    To calculate the investment's internal rate of return after four years:

    IRR(B1:B5) equals -2.12 percent

    To calculate the internal rate of return after five years:

    IRR(B1:B6) equals 8.66 percent.

    Calculates the net present value of an investment by using a

    discount rate and a series of future payments (negative values)

    and income (positive values).

    Examples

    Suppose you're considering an investment in which you pay Rs.10,000 one year from today and receive an

    annual income of Rs.3,000, Rs.4,200, and Rs.6,800 in the three years that follow. Assuming an annualdiscount rate of 10 percent, the net present value of this investment is:

    NPV(10%, -10000, 3000, 4200, 6800) equals Rs.1,188.44

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    Returns the future value of an investment based on periodic,

    constant payments and a constant interest rate.

    Examples

    Suppose you want to save money for a special project occurring a year from now. You deposit Rs.1,000

    into a savings account that earns 6 percent annual interest compounded monthly (monthly interest of6%/12, or 0.5%). You plan to deposit Rs.100 at the beginning of every month for the next 12 months.

    How much money will be in the account at the end of 12 months?

    FV(0.5%, 12, -100, -1000, 1) equals Rs.2301.40.

    Returns the interest rate per period of an annuity. RATE is

    calculated by iteration and can have zero or more solutions. If

    the successive results of RATE do not converge to within0.0000001 after 20 iterations, RATE returns the #NUM! error

    value.

    Examples

    To calculate the rate of a four-year Rs.8,000 loan with monthly payments of Rs.200:

    RATE(48, -200, 8000) equals 0.77 percent

    This is the monthly rate, because the period is monthly. The annual rate is 0.77%*12, which equals 9.24

    percent.

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    Searches for a value in the leftmost column of a table, and then

    returns a value in the same row from a column you specify inthe table. Use VLOOKUP instead of HLOOKUP when your

    comparison values are located in a column to the left of the data

    you want to find.

    Examples

    Create a sheet named Vlookup and enter the data in the following style.

    for table array reference, use Empdata sheet as reference.

    Position the cell in b5 and use the VLOOKUP function and enter the following references.

    Enter S1 in cell b1 and the answer will be displayed in cell b5 as s1.

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    Copy the formula in the remaining columns and edit the remaining columns by only changing the

    col_index_num box in the vlookup formula.(as 2 for column 2 reference and so on).

    As you are editing the cells containing vlookup functions the corresponding reference values are displayed.

    When you know the desired result of a single formula but not

    the input value the formula needs to determine the result, youcan use the feature. When goal seeking, Microsoft

    Excel varies the value in one specific cell until a formula that's

    dependent on that cell returns the result you want.

    For example, use to change the

    interest rate incrementally until thepayment value equals 900.

    A scenario is a set of values that Microsoft Excel saves and can

    substitute automatically in your worksheet. You can usescenarios to forecast the outcome of a worksheet model. You

    can create and save different groups of values on a worksheet

    and then switch to any of these new scenarios to view different

    results.

    For example, if you want to create a budget but are uncertain of your revenue, you

    can define different values for the revenue and then switch between the scenarios to perform what-if

    analyses.

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    In the example above, you could name the scenario Worst Case, set the value in cell B1 to Rs.50,000, and

    set the value in cell B2 to Rs.13,200.

    You could name the second scenario Best Case and change the values in B1 to Rs.150,000 and B2 to

    Rs.26,000.

    On the menu, click , and then clickthe tab.

    Select thecheck box, and then click .

    When prompted, save the workbook.

    On the menu, click , and then save the shared

    workbook on a network location where other users can gain

    access to it.

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    To interrupt a macro before it completes its actions, press ESC.

    Open the workbook that contains the macro.

    On the menu, point to , and then click .

    In the box, enter the name of the macro you

    want to run.

    Click .

    Before you edit a macro, you should be familiar with the Visual

    Basic Editor. The Visual Basic Editor can be used to write and

    edit macros attached to Microsoft Excel workbooks.

    On the menu, point to , and then click .

    In the box, enter the name of the macro.

    Click .

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    Create a macro

    Lets Create a macro which toggles between show and hide gridlines. First Record a Macro.

    First goto to Tools menu, point to options, view tab and deselect

    the gridlines checkbox.

    On the menu, point to , and then click

    .

    In the box, enter Gridshow.

    Assign a shortcut key .

    Select Personal Macro Workbook in store macro in.(this will

    make the macro run in each and every workbook on excel)

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    Click ok, this will activate the macro recording toolbar.

    Now start recording the steps for the macro Gridshow.

    Goto to menu, point to , tab and select

    the gridlines checkbox, then click ok.

    Stop the macro recording by clicking stop icon on the macrorecording toolbar.

    Now we have just created the macro to show the gridlines.

    Note to run this macro check whether the gridlines are off.

    Goto to menu, point to Macro , Macros.

    Select the macro gridshow

    click Edit.

    When you click edit, it will switch to visual basic editor for Ms

    Excel displaying the window below.

    Now, make the following changes in the macro window

    Remove the line ActiveWindow.DisplayGridlines = True

    And enter the following VBA statements : -

    mygrid = ActiveWindow.DisplayGridlines

    ActiveWindow.DisplayGridlines = Not mygrid

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    Then click on and select

    ,Now the Gridshow macro has been edited to

    toggle to show / hide the gridlines.

    To check whether the macro is working you can press the

    following key combinations which you assigned while creating

    the macro eg. Ctrl + Shift + G.

    You can run a macro from a button on a built- in toolbar or acustom toolbar.

    On the menu, click .

    If the toolbar that contains the button is not visible, click the

    tab, and then select the check box next to the toolbarname.

    If the button you want to run the macro from is not on atoolbar, click the tab, and then click in the

    list. In the list, drag thebutton onto a toolbar.

    Right-click the toolbar button, and then click onthe shortcut menu.

    In the box, enter the name of the macro.

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