Copyright 2007, Paradigm Publishing Inc. EXCEL 2007 Chapter 4 BACKNEXTEND 4-1 LINKS TO OBJECTIVES...

Copyright 2007, Paradigm Publishing Inc.

EXCEL 2007Chapter 4

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4-1

LINKS TO OBJECTIVES• Summarizing with

Range names and 3-D formulas

• Modify range names

• Formulas with links

• The Consolidate Feature

• Create, edit, & format a PivotTable

• Create & format a PivotChart

• Format a chart’sx-, y-, or z- axis

• Modify or remove chart gridlines

• Add a trendline to a chart

• Features Summary

Microsoft Excel 2007 – Level 2

SUMMARIZING AND CONSOLIDATING DATA


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Performance ObjectivesPerformance Objectives

• Summarize data by creating formulas with range names that reference other worksheets

• Modify the range assigned to a range name• Summarize data by creating 3-D formulas• Create formulas that link to cells in other

workbooks• Edit a link to a source workbook• Break a link to an external reference• Use the Consolidate feature to summarize data in

multiple worksheets• Create, edit, and format a PivotTable• Create and format a PivotChart• Format the x-, y-, or z-axis in a chart• Modify or remove chart gridlines• Add a trendline to a chart to forecast future values• Modify trendline options


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Summarizing Data in Multiple Worksheets

Sheet1 Sheet2 Sheet3

3-D reference – formula reference to the same cell address in multiple worksheets

=Sheet1!C3+Sheet2!C3+Sheet3!C3

=sum(Sheet1:Sheet3!C3)

ORUse range

names=Sales1+Sales2+Sales3

=sum(Sheet1!C3,Sheet2!C3,Sheet3!C3)

OR

OR

Named ranges use absolute addresses


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Naming a RangeNaming a Range

Select the cell or range of cellsto be named

Click the Name box,type the name, and press Enter

ORClick

Type name and

Click OK


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Modify a Named Range

Click Formulas tab, Name Manager button

Select the

name to modify

and click Edit

Click to select cells in the worksheet

Select all cells for the range and

click

Click OK

Then click Close


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Totaling Named RangesTotaling Named RangesTo analyze data in multiple

worksheetsusing named ranges

Step 1: Make cell active where function will appear

Step 2: Type =SUM(Bryce,Grand,Mesa) and press Enter

Sum of ranges forall three sheets


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Data Linked to Other WorkbooksData Linked to Other Workbooks

1. Open both workbooks2. Arrange windows panes to see both

3. Click in formula cell and type =

4. Click desired cell in the other workbook

='[GroupSalesbyPark-May.xlsx]AttendanceSummary'!$F$7

Workbook namein brackets

Worksheet namefollowed by !

Cell orrange

5. Press the Enter key


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Maintaining External References

External References include drive and folder paths to the source workbook;

moving the source workbook breaks the link

Appears when opening a workbook with external references

Click to enable content or change default

Click

OR

Select and change as desired


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Using the Consolidate Feature

To summarize from multiple worksheets or another workbook into a master worksheet

3. Then click

1. Create a range name for each desired range 2. Click the cell to contain the summary

Choose aggregate function

Add ranges from this workbook

or another workbook

Include label ranges or not


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Creating a PivotTable Report

A PivotTable is an interactive table that organizes

and summarizes data

Click

First row of data must have unique column headings;

rows or columns may NOT be blank


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Creating a PivotTable Report../2

Noticerepeate

ddatain

columns

List of data for PivotTable


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Select a range in this workbook or another workbook

Choose where the

PivotTable Report should

be placed Click OK


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Insert tab, PivotTable

Check or drag-drop into

appropriatearea


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Filter by clicking arrows

Can change aggregate function

Can format as desired, print unfiltered / filtered view



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Click then click

OR

Click down arrow

Changing the aggregate function


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Creating a PivotChart

To display PivotTable data in a chart

--from an existing PivotTable--

--from scratch--

Click in the PivotTable,then click

Click in the list of data,

then click thePivotTable down

arrowand click PivotChart

Excel displays the Insert Chart dialog box

Excel displays a blank chart with the PivotTable Field list pane


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Creating a PivotChart ../2

--existing PivotTable--

Click in the PivotTable,then click

Filter by

clicking

arrows


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--from scratch--Click in the data

list,then click

Select a range in this workbook or another workbook

Choose where the

PivotChart should be

placedClick OK


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--from scratch--

PivotTable created with PivotTable Field List

Filter by

clicking

arrows


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Format Chart Axes

Two-dimensional chart

Three-dimensional chart

Can add or delete chart elements, change scaling, gridlines, fonts,

color, size of labels, etc.


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Format Chart Axes …/2

Right-click

vertical (value)

axisThen click

Format Axis…

Customize minimum, maximum values on y-axis

Set theseto affect the

values on the y-axis


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Format Chart Axes …/3

Click on the chart, then click

Choose

Customize the display of gridlines

Choose


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Add a Trendline to a ChartUse to illustrate the direction or

trend that the data is presenting in the

chartTrend / Regression Type Description

Exponential Curved line to display values that are increasing or decreasing at higher rates

Linear For values that increase / decrease at a steady rate(best-fit-straight line)

Logarithmic For values that increase / decrease quickly and level out (best-fit curved line)

Polynomial For values that fluctuate (curved line)

Power For values that increase / decrease at a specific rate(curved line)

Moving Average For values with fluctuations smoothed out to show a pattern (curved line)


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Add a Trendline to a Chart../2

Trendlines cannot be added to 3-D, stacked chart subtypes, doughnut, pie, radar, or surface

charts

Click on a data series, then click

Choose desired options and click

Close


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Add a Trendline to a Chart../3

Choose desired options and click

Close

To change its properties,Right-click a trendline and choose Format Trendline…


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How do you name a range?

Features Summary

Select the range to be named, then

Click the Name box,type the name, and press Enter


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How do you modify a range name?

Features Summary

Click Formulas tab, Name Manager button

Select the

name to modify

and click Edit


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What is a 3-D reference?

A reference to the same cell in a range that

extends over multiple worksheets

Features Summary


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How do you enter a link to a cell in another worksheet?

Features Summary

1. Open both workbooks2. Arrange windows panes to see both

3. Click in formula cell and type =

4. Click desired cell in the other workbook5. Press the Enter key


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What must you do after moving a file that has been linked with an external reference?

Edit the linked reference

Features Summary

Click


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How must the data list be set up before you can create a PivotTable?

Features Summary

The first row must contain unique column headings,

There may be no blank rows or columns


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How do you add fields to a PivotTable?

Features Summary

Checkmark each field box in the PivotTable Field

List pane or

drag the name to the desired area


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How do you filter a PivotTable?

Features Summary

Filter by clicking arrows


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How do you filter a PivotChart?

Features Summary

Filter by

clicking

arrows


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How do you show gridlines in a chart?

Features Summary

Choose

Click on the chart, then click

Choose


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How do you add a trendline to a chart?

Features Summary

Click on a data series, then click

Then click desired option


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Coming Next

USING DATA ANALYSIS FEATURES

Copyright 2007, Paradigm Publishing Inc. EXCEL 2007 Chapter 4 BACKNEXTEND 4-1 LINKS TO OBJECTIVES...

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