powerpoint presentation to accompany go! with microsoft ® excel 2007 comprehensive 1e chapter 8
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PowerPoint Presentation to Accompany GO! with Microsoft ® Excel 2007 Comprehensive 1e Chapter 8 Creating Macros, Using Depreciation and Conditional Functions, and Creating PivotTables and PivotChart Reports. Objectives. Create and Run a Macro Apply Depreciation Functions - PowerPoint PPT PresentationTRANSCRIPT
with Microsoft Excel 2007 Comprehensive 1e © 2008 Pearson Prentice Hall 1
PowerPoint Presentation to AccompanyGO! with Microsoft® Excel 2007
Comprehensive 1e
Chapter 8Creating Macros, Using Depreciation and Conditional
Functions, and Creating PivotTables and PivotChart Reports
with Microsoft Excel 2007 Comprehensive 1e © 2008 Pearson Prentice Hall 2
Objectives
• Create and Run a Macro• Apply Depreciation Functions• Evaluate Worksheet Data with
Conditional IF Functions• Create a PivotTable and PivotChart
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Create and Run a Macro• A macro is a series of commands
grouped together as a single command.– Examples include:
• Selections from menus and dialog boxes• Keystrokes• Clicks on toolbar buttons
• Macro tools are located on the Developer tab.– Do not normally show up on the Ribbon
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Create and Run a Macro
Show Developer tab in the Ribbon
checkbox
Popular option
Excel Options dialog box
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Create and Run a Macro• The Code group displays the buttons
for macros.– Only displays when macros are available
• The Trust Center contains security and privacy settings for Microsoft Office 2007 applications.
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Create and Run a Macro• To display the Trust Center
– Click on the Developer tab– Look in the Code group– Click on the Macro Security button
• A macro virus is unauthorized code attached to a macro.– May damage or erase files
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Create and Run a Macro
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Create and Run a Macro• Macro recorder: Every keystroke and
mouse click is recorded and saved with a macro.
• A macro can be run (replayed) in any cell.
• Each macro needs to be named.– The first character must be a letter.– Spaces are not allowed.– No cell references.
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Create and Run a Macro• Save macro options are This Workbook,
New Workbook, or Personal Macro Workbook.
• Macros are stored in a module using the Visual Basic for Applications (VBA) program.– VBA is a programming language.– Each macro is stored in a different module.– They are numbered consecutively.
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Create and Run a Macro
Microsoft Visual Basic
window
VBA code
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Apply Depreciation Functions• Depreciation is the amount that an
asset decreases in value over time.• Long term assets are expected to last
longer than one year.– Examples: car, property owned by a firm
• Depreciation is an expense.• There are several methods for
calculating the amount of depreciation.
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Apply Depreciation Functions
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Apply Depreciation Functions• Types of depreciation:
– Straight line• Equal amount each year
– Sum of years’ digits• Will depreciate faster during early years
– Declining balance• Will depreciate faster during early years
• The relative reference feature is used when the actions in the macro are relative to the selected cell.
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Evaluate Worksheet Data with Conditional IF Functions
• Conditional functions test whether a condition is true or false by using logical or comparison expressions:– COUNTIF– SUMIF– AVERAGEIF– COUNTIFS– SUMIFS
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Evaluate Worksheet Data with Conditional IF Functions
• COUNTIF– Counts items within a range that match a
specific condition• SUMIF
– Adds the cells in a range that meet a specific condition
• AVERAGEIF– Calculates the average of a range of data that
meets a specified condition
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Evaluate Worksheet Data with Conditional IF Functions
• COUNTIFS– Counts the number of items in a list when
there is more than one condition to be met• SUMIFS
– Adds data that matches two or more criteria
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Create a PivotTable and PivotChart
• A PivotTable report displays large amounts of numerical data in different ways that can be analyzed.
• The source data is the range of the table.
• The report will be created in the PivotTable report layout area.
• The PivotTable Field List displays each of the column titles (fields).
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Create a PivotTable and PivotChart
Pivot Report Layout Area
Areas section
Fields section
PivotTable Tools tab
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Create a PivotTable and PivotChart
• The Areas section is used to place field names.
• Fields that do not contain numbers display in the Row Labels area.
• Fields that contain numbers display in the Values area.– Used to summarize data in the PivotTable
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Create a PivotTable and PivotChart
• Data in a PivotTable is linked to the original worksheet and can be updated using the Refresh command.
• Custom calculations are calculations that are created in the PivotTable.
• You can sort data in PivotTables.
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Create a PivotTable and PivotChart
• A PivotChart visually displays the data.• A PivotChart is interactive and the
object changes as the data changes.• Data can be quickly moved so the
chart displays different trends.
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Covered Objectives
• Create and Run a Macro• Apply Depreciation Functions• Evaluate Worksheet Data with
Conditional IF Functions• Create a PivotTable and PivotChart