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PowerPoint Presentation to AccompanyGO! with Microsoft® Excel 2007

Comprehensive 1e

Chapter 8Creating Macros, Using Depreciation and Conditional

Functions, and Creating PivotTables and PivotChart Reports

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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