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Excell Theory

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12 views2 pages

Excell Theory

Uploaded by

matii i
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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EXCELL THEORY

TOPIC 1.1: STRUCTURE AND BASIC OPERATIONS

-A spreadsheet is a type of document, which allows to manipulate numeric and alphanumeric data arranged in the
form of tables made of cells (which are usually organized in a two-dimensional matrix of rows and columns)"

-Function: organize and process information

-Used for: presenting information, analyzing information, creating charts and making simple or complex calculations.

-Book (workbook): a spreadsheet file containing the information organized into sheets

-Sheet: a set of cells organized in rows and columns where the information is stored

-Cell: the intersection between a row and column, where values are entered. Content can be text, numbers, dates
and formulas and functions.

-Range: set of cells that we will refer to **

TOPIC 1.2.: WORKING WITH CELLS AND SHEETS, IMPORTING DATA AND REFERENCES

-Data can be imported in Excel in other formats

-CSV (Comma Separated Values), in which data is obtained from a text file and is separated by commas.

-References serve to use the contents of other cells. We have relative, absolute and mixed. Range of references can
also be made.

-Links may also be done to other sheets, or another open/closed document

TOPIC 1.3. TASK AUTOMATION

-Macros allow us to automate tasks and merge them into a single one, also adding a button on the workbook (when
you press the button, all the automatic tasks will be done). It allows the user to perform repetitive tasks with
minimum effort.

TOPIC 2.1.: FORMULA AND FUNCTIONS (formula big functions small)

-Formula (main function): manage data before using it to perform other complex operations and analysis.

-Lookup and reference functions have as a goal searching and matching some value or reference in our data.

-Hlookup (horizontal) and Vlookup (vertical). False will give you an exact value and True an approximate match.

TOPIC2.2. TABLES AND PIVOT TABLES

-Tables store information and there exist operations for easy data analysis and management.

-Pivot tables allow for the easy summary and analysis of large amounts of data by simply dragging and dropping the
different columns that will be part of the report, based on different grouping criteria.
TOPIC 2.3: DATA ANALYSIS: SOLVER AND SCENARIOS

-This is a tool in order to forecast data

-Scenario: impact of the different values in some variables.

-Goal seek get the value of some variable

-Solver: for optimization, cost-Benefit… (subjected to constraints). Linear programming and integer programming.

TOPIC 3.1. VISUALIZATION AND DYNAMIC CHARTS

-A chart is a visual representation of numerical values: data. It summarizes series of numbers and interrelationships,
and also helps the visualization of trends and patterns.

-Column charts: comparing discrete items to depict the differences between items in a series or items across
multiple series.

-Bar charts: (column charts rotated 90 degrees): easier to read or display in order to be more legible.

-Line charts: plot continuous data and identifying trends.

-Pie charts: relative proportions and contributions. Only for one data series. Effective with a small number of data
points.

-Scatter plots/ XY charts shows the relationship between two variables.

-Area chart: shows the total plus the contribution by each series.

-Radar chart: specialized that has a separate axis for each category, and the axes extend outward from the center of
the chart.

-Surface chart: displays two or more data series on a surface.

-Stock chart: useful for displaying stock-market information. 3 to 5 data series. Useful for ``high-low-close´´ charts.

-Histogram: Displays the count of data items in each of several discrete bins.

-Box and whisker chart: visually summarized data, allows quick comparison among groups of data.

-Conditional formatting in cells: it applies in the selected cells of a table, colors, or icons according to specific
conditions (rules).

TOPIC 3.2: USER FORMS AND APPLICATION

-User form is an emerging window that allows users to input information.

-A MsgBox Shows a personalized message to the user and enables some limited interaction via Yes/No or
Accept/Cancel buttons.

-An InputBox Shows an input box that allows the user to enter information in addition to the Accept/Cancel
interaction.

-An application is several macros working together to perform and advance tasks. For instance: mail merge and
import and export in external formats.

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