Microsoft Excel Mania

Brian Kovar and Stacy Kovar

Tips and Tricks• What’s New in Excel 2010 (OK, so that is not

so new, but some folks are just now implementing)

• Old Standbys• Ideas for Using Them

Introductions• Stacy Kovar

• Brian Kovar

What’s New• Sparklines• Conditional Formatting – Icon Sets, Color

Scales and Data Bars• Custom Ribbon Tabs• Screenshots • Paste Preview• Print to Single Page options - Scaling

Sparklines• You know how to make a graph in Excel• These are neat little graphs that show up in a

single cell• Great for visually representing underlying data• Like any Excel graph, they update when you

change the underlying data cells• Great for creating a financial dashboard for a

client

Conditional Formatting• Conditional Formatting – Formats cells based

on the data in the cell.• Icon Sets – Put an icon in a cell based on the

value in the cell.• Data Bars – Represent the data visually,

overlaid on the cell.• Color Scales – changes the background color

based on the values in the cell relative to other cells in the range.

Make your own Tab on the Ribbon• Improve your workflow through easy access to the things

you do all of the time• First you

find the ribbon… create a new tab then a new group within the tab and finally add commands to the group

• You can also add groups with commands to existing ribbon tabs as well

• You can also export and import ribbons, if you want to share it within the office (but we’ll leave that to next year!)

Other Useful Tools• Screenshots

• Paste Preview

• Print to Single Page options - Scaling

• Paste Paste Formulas Formulas and Number Formatting Keep Source Formatting No Borders Keep Source Column Widths Transpose

• Paste Values Values Values and Number Formatting Values and Source Formatting

• Other Paste Options Formatting Link Picture Linked Picture

Other Useful Tools• Screenshots

• Paste Preview

• Print to Single Page options - Scaling

Old Standby: The Pivot Table• Pivot Table – Summarize data of interest in a

large database by the values in a field to better understand the data. For example, sales by region and salesperson, or expenses by month.

• Many software systems (SAP, for example) have similar tools built in.

Pivot Tables What’s New• Slicers – Allow you to easily filter the data in a

PivotTable by Single or Multiple Fields. By adding a pivot table and slicers, you can actually create an interactive, data analysis application for users to generate their own data.

PowerPivot• Pivot tables are a simple example of a larger, more

complex category of data analytics tools. These tools are the components of data mining, knowledge management, business analytics, business intelligence and other popular buzz phrases.

• While it used to be that you needed special software to perform analysis on multiple databases, the most recent version of Excel has an add-on called PowerPivot, that allows for a lot more powerful analysis.

• http://technet.microsoft.com/en-us/bi/ff966490.aspx

Old Standbys

Demos• Small / Large• Autosum• Formatting versus rounding?• &/Concatenate• Sumproduct• Conditional Formatting• Goal Seek