Advanced Excel Training December 2007
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1 Advanced Excel Training December Create worksheet of economic data. A. Import Data to import data into the current spreadsheet do the following: a. Click Data on the menu bar. b. Choose Get External Data. c. Choose From Web from the submenu. d. Enter and click Go. When the data appears in the New Web Query window, click Import and OK. Copyright 2007, Regent University. All rights reserved. Page 1 of 11
2 Importing from a text file instead of a webpage would cause the Text Import Wizard to open and take you through the following steps A-E. (Review these steps as necessary, but the path of this tutorial continues with Step 2 on page 4.) A. Make sure Delimited is the data type that is selected. It is usually the default setting. B. Click Next. Copyright 2007, Regent University. All rights reserved. Page 2 of 11
3 C. In Text Import Wizard Step 2, make sure the Delimiter is Tab. Click Next. D. Text Import Step 3 of the wizard allows you to change the data formatting for each column. Leaving the column data format set to General is a good idea while importing the data. The data can be changed at any time, if desired. Click Finish. E. The last step of the wizard will ask where you want the imported data to be placed. The default choice is cell A1 of the current worksheet. Since we don t have any other information in our worksheet, we would click OK to place the data at the top left corner of our spreadsheet. Copyright 2007, Regent University. All rights reserved. Page 3 of 11
4 The data would be placed in the appropriate cells of the spreadsheet beginning at A1. 2. Auto-format the table To auto format the table we will work from a copy. To duplicate the table by creating a copy of the sheet you must: Right click the Sheet1 tab. Choose Move or Copy. Copyright 2007, Regent University. All rights reserved. Page 4 of 11
5 Click the Create a copy check box. Click OK. The new sheet will be temporarily called Sheet1 (2) until a name is assigned. Double click the tab name to select it, type AutoFormat, then press Enter. Next, set the column widths for B-G at 12 characters: Select columns B-G. From the Cells menu on the Home tab, select Format > Column Width. Enter 12 in the Column Width dialog box and click OK. Copyright 2007, Regent University. All rights reserved. Page 5 of 11
6 To Format the data: Select Row 1 (A1:G1). On the Home tab s scrolling Style menu, use the down arrow to scroll down to the Heading 1 option and select Heading 1. Select Row 2 (A2:G2). On the Home tab s scrolling Style menu, select Heading 2. Select Rows 4 through 12 (A4:G12). NOTE: A new row 3 will be automatically inserted. On the Home tab s Style menu, click on Format as Table, and select Table Style Light 16. Click OK on the Format as Table dialog box that opens, and click Yes when the message appears, Your selection overlaps Do you want to convert? Right click on the number 3 at the left margin of row 3 and select Hide. 3. Change cell formats to include dollar signs ($) where needed. Select cells (B6:G12). On the Home tab s Cells menu, click on Format, and then Format Cells. From the Number tab, choose Currency, change decimal places to 0, and change negative numbers to show in parentheses. Click OK. Copyright 2007, Regent University. All rights reserved. Page 6 of 11
7 4. In cell A6 (Total Gross Domestic Product) add "In billions of constant 2000 U.S. dollars" as a comment: Click on cell A6 to select it. Right click the cell and choose Insert Comment from the menu. Delete any text from the comment box, if applicable. Type In Billions of Constant US dollars. Click on another cell to close the comment box. When the mouse pointer is positioned over the red triangle in the upper right corner of the cell, the comment will appear. 5. Set a formula to calculate year to year growth. Insert a blank row after Total Gross Domestic Product (row 6). o Right click in row 7. o Select Insert. o Select Entire Row on the Insert menu that appears, and click OK. In cell A7, enter GDP Year to Year Growth. Select cell C7. On the Home tab s Cell menu, click on Format and select Format Cells. o Select Percentage, 2 decimal places, and OK. Copyright 2007, Regent University. All rights reserved. Page 7 of 11
8 In cell C7, enter the following formula: =(C6-B6)/C6 and press Enter. o This will calculate the percentage of increase between 2001 and Drag the formula in cell C7 to the right to copy it by placing your mouse pointer on the bottom right corner of the cell, clicking and holding the left mouse button, and dragging over to G7. (When you place your mouse pointer on the bottom right corner of C7 it must be a black + in order to copy the formula correctly.) 6. Use conditional formatting to highlight years with growth above 2%. Conditional formatting allows Excel to change the appearance of data based on certain criteria. Select the row of year to year growth percentages (C7 G7) On the Home tab s Styles menu, click on Conditional Formatting, New Rule, and then Format only cells that contain. Copyright 2007, Regent University. All rights reserved. Page 8 of 11
9 For each condition you set, you will need to fill in the boxes that appear in the Format only cells with section. o For Condition 1: Leave the words cell value in the first box. Select greater than or equal to in the second box. Type 2% in the third box. Set the formatting for bold font with a blue font color. Click on the Format button to open the Formal Cell dialog box. Click on the Font tab. Select Bold under Font style, use the drop-down arrow next to the Color box to select a blue tone, then click OK. o For Condition 2: Leave the words cell value in the first box. Select less than in the second box. Type 2% in the third box. Set the formatting for bold font with a red font color, as in Condition 1, above. Step 7. Use absolute references to calculate the percentage of the total gross domestic product for each year that each line item (A9 A13) represents. Copy the AutoFormat worksheet (see Step 2 on page 3 for instructions). Rename the new worksheet GDP Percentages. Insert one new column to the right of each year. o To insert a new column after the 2000 column (column B), right click on the C at the head of Column C. o Select Insert. o Repeat for remaining columns. Key a percent sign (%) in row 8 for each of the new columns. Align these cells to the right by selecting them with your cursor, then clicking on the Align Text Right icon on the Home tab s Alignment menu. Change Format to percentage with 2 decimals. Copyright 2007, Regent University. All rights reserved. Page 9 of 11
10 o On the B tab s Cells menu, click on Format, and then Format Cells. o From the Number tab, choose Percentage, and change decimal places to 2. In cell C9 enter the formula =B9/$B$6. Copy this formula into cells E9, G9, I9, K9, and M9, then drag the formula down each column (as in Step 5 on page 8). Format the entire table again (make sure column width for columns B through M are set for a width of 12 see Step 2, page 5). Step 8. Freeze panes so that row and column labels are fixed as you scroll. Click in cell B4. On the View tab s Window menu bar click Freeze Panes, and select Freeze Panes. Step 9. Create a chart and link it to PowerPoint. Click the AutoFormat worksheet tab. o Select cells B2 to G2. Right click and choose Copy o Right click in cell B20 and select Paste Special. In the Paste Special dialog box that opens, select Values in the Paste section, None in the Operation section, check the Transpose check box, and click OK. Copy the Total Gross Domestic Product for each year (B6 to G6) and special paste and transpose them next to the years (into cell C20, using the same steps as above). Click on cell B20. Move your cursor to the formula bar and insert an apostrophe before the number. This tells Excel to treat the value as text instead of as a number. A small green mark will appear in the corner of the cell when this has been done. Repeat for cells B21-B25. This is very important when creating a table using the Chart Wizard. Highlight cells B20 to C25. On the Insert tab s Charts menu, click the Column icon and select the 2-D Clustered Column option. With the chart still selected, click on the Move Chart button from the Design tab s Location menu, and select New Sheet, leaving the sheet labeled Chart 1, and click OK. On the Design tab s Data menu, click on Switch Row/Column and Layout 3 from the Chart Layouts menu, then click on highlight Chart Title and type in Gross Domestic Product in Billions of Constant 2000 U.S. Dollars. Copyright 2007, Regent University. All rights reserved. Page 10 of 11
11 Copy the chart to PowerPoint. Click to select the entire chart. Right click and select copy. Go to the Start menu and open PowerPoint. In PowerPoint choose a page in which to paste the chart. Right click and select Paste. Resize and label slide as desired. Copyright 2007, Regent University. All rights reserved. Page 11 of 11
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