Advanced Excel Techniques for Management
Advanced Excel Techniques for Management
EXCEL level 3?
Good to know about
Excel at the moment of
leave for a company?
Toolbox?
In short, this supplementary course is aimed at students whose proficiency in Excel
is already somewhat established: basic work and everything related to filters
automatic, pivot tables and other formulas such as =VLOOKUP().
In particular, the use of named areas seems, at the very least, recommended.
From experience with internship reports, and thanks to the contributions of colleagues on the list
In eco-management diffusion, you will find a fairly wide range of useful procedures here.
to the establishment of dashboards or tools for management control.
A priori, this course can be used for individual learning, provided that one is in
professional urgency and/or curious by nature and/or addicted to logic.
In fact, we will avoid waiting for revenues because everything is the result of prior analysis.
(let's say it's the intended objective).
We will forgive some puns, pathetic certainly, but whose origin would be
linked to an excessively prolonged exposure to the infernal screen/keyboard pair.
IUT GEA Aix-en-Provence PC Excel Add-ins Version XL 2003
2. WORKS. PRELIMINARIES : 3
3. THE TREATMENTS 9
3.8. EQUIV() et =INDEX() pour repérer dans une plage et exploiter le rang renvoyé 14
Family allowance: linked to the level and a family index for management
=INDEX()
b) In order to illustrate =SUMIF() and =COUNTIF() we will return the total number of days
absence of employees whose seniority reaches 10 years (it seems that
absenteeism would be correlated there) and the number of people absent more than
14 days.
e) The entry of the step and the family index will be an excuse for the implementation
of control of entries (only accept for step value an integer from 1 to
5) and list areas (to propose the values 1, 2, and 3).
f) To conclude, with a thought for the secretary who will have long had to rewrite.
the amounts of our remuneration in full (and who will have lost a
crazy weather until I found this solution to ... a year until his retirement), we
will use a supplementary macro to transform the numbers into
letters.
g) Since we're talking about letters, we will see how to handle the strings of
characters and dates.
As can be seen in the copy of the final table on the next page, the
statistics appear above the data. As far as the list of
employees are called, we hope, to lengthen, it will be a good habit to
to take
☺ The space remains free underneath in an almost infinite way (63536 lines).
☺ Naming the beaches is more practical
☺ The use of shutters allows to always keep the first 8 lines visible.
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IUT GEA Aix-en-Provence PC Excel Add-ins Version XL 2003
At the top the main sheet. At the bottom the tables for calculating the three sub-primes.
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IUT GEA Aix-en-Provence PC Excel Add-ins Version XL 2003
2. Preliminary Work:
2.1. The shutters
To keep the first 8 rows in view (and no columns):
place yourself in cell A9
WINDOW
FIGER BLINDS
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IUT GEA Aix-en-Provence PC Excel Add-ins Version XL 2003
SUMMARY EXPLANATION: the range will start in A8 (top corner of the table)
without line or column offset (hence the double; 0; 0) and will extend over the
number of rows and columns that the table has at all times.
ATTENTION: to make this work, make sure not to put anything in the
column A and on row 8 use the names in the named range dynamic.
Below, a variant using the area named MATRICULE which we measure
the number of lines (with + 1 to count the title).
ALERT: "Damned!" would say Etienne, the name does not appear in the dropdown list.
to the left of the formula bar. To control the update of the named area, it
"suffira" to return by INSERTION NAME DEFINE, to choose a name and to
click on the 'Refers to' box and there... the range is outlined.
Feel free to add employee rows or new columns and
noting that all this works well and LONG LIVE the upcoming pivot tables !!!!
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IUT GEA Aix-en-Provence PC EXCEL add-ons Version XL 2003
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IUT GEA Aix-en-Provence PC Excel Add-ins Version XL 2003
It should be noted that in the case of a tie at the extremes, each is in color ...
Here, we have placed the condition on the value of the cell itself. How to put in
Apply conditional formatting based on the content of another cell.
Beyond the coloring of the extreme values of the number of days absent,
we also want to highlight the people involved:
Analyze:
If, for the person concerned, the number
days of absence corresponds to the maximum
des jours d’absence alors format en rouge (en
turn for the opposite as it should be.
Illustration: the 5 cells A27:E27 are in
red car because in F27 we meet the
maximum of the series.
Tip: we will be able to manage everything in one.
only time
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Procedure:
Select employee information from A9: E48
FORMAT
Conditional Formatting
$F9 allows you to test the content of the cell in column F but remains in
relative for the line (to copy downwards $F10, $F11 etc.
Surprising: we must refer to the cell address and not to the area.
named =NB_days_absence=MAX(NB_days_absence) does not work!
The second = is the operator (one can also use: > ; < ; ; >= ; <= ; <> etc).
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IUT GEA Aix-en-Provence PC Excel Add-ins Version XL 2003
Decimal problem: we will denote the point for the decimal and the position to the left
in the cells No calculation possible!
Solution: You must replace the point with the comma, so: for the affected cells
REPLACE [Link], ...
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IUT GEA Aix-en-Provence PC Excel Add-ins Version XL 2003
3. The treatments
We can start, as a review by:
Set up the automatic filter to extract employees by level.
attendance and other family elements.
Set up pivot tables, the source range of which I remind you is set to
day automatically, to study absenteeism (it will be useful beforehand to
calculate seniority to find a correlation.
Use =VLOOKUP() to return from the employee ID all the
information about an employee ...
The time will then have come to go further to meet the inevitable demands.
of the company.
Here, it is about extracting the hire year which constitutes the first 4 characters of
registration in order to calculate seniority.
=LEFT(IDENTIFICATION;4) returns the value 1998 for the ID 1998001.
=RIGHT(EMPLOYEE_ID, 3) returns 001 and, although aligned to the right like text,
can perform calculations on it.
Since we are here and to have encountered students facing the problem
When importing a list of data, let's take it a step further.
One will be able to 'play' with the words on the sheet CHARACTER GAMES
Problème : j’importe l’identité sur une seule cellule et je veux scinder nom et prénom
Analyze:
To get the name, I am looking for the rank of
the space and I take n characters to the left
with n = rank -1 (space in 6 5 characters).
For the first name: I extract to the right the number of
characters of the word (here 10) – the rank of the space.
So 10 - 6 = 4 letters of the first name.
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=RIGHT(identity;LEN(identity)-SEARCH(" ";identity))
Note: in a table, the identity column is set to disappear. If it
is erased, extraction becomes impossible. Perform a SPECIAL PASTE
VALUES and replace the formulas with the single result in text form, the
suppression of the source then becomes possible.
And the question is awaited: "I have the first name and last name in two cells how do I
associate?
The answer always comes from Latin: concatenate comes from "CUM CATENARE"
(for those who may have forgotten 'to chain with').
=LEFT(ID, 4)
To calculate seniority, simply subtract this year from the current year.
=TODAY() returns today's date
=YEAR(TODAY()) extracts the year from today's date.
Seniority is calculated as follows in G9:
=YEAR(TODAY())-LEFT(REGISTER;4)
Attention: consider returning the current year and using it in a calculation by formatting
a date with 'YYYY' reveals a culpable ignorance of the treatment of
dates on EXCEL...
Attention again: since we are revisiting the formats, the addition of year(s)
(same in I3 and I6), employees in B2 or other day(s) in B5 fall under a FORMAT
CELL NUMBER CUSTOM and not an entry ... (see 1st EXCEL TD
level 1)
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=COUNTIF(Array ; "condition")
let : =COUNTIF(NB_days_Absence ; '>14')
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Let it be in B5:
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IUT GEA Aix-en-Provence PC Excel Add-ins Version XL 2003
Analyze:
The first employee, who is actually a
employee, is at level 3 and 2 for
the family index.
The beach "tableprimefamiliale" refers to,
Beach "tableprimefamiliale": in its row 3 and its column
C17 :E21 from rank 2, the bonus of 200.00 €
The 2andemployee with couple 5.3 will have
well 600.00 €
INDEX() takes arguments in this order: range; row number; column number
Thus in H9:
=INDEX(family_prime_table; Level; Family_Index)
As we will see later, in 3-9, a single argument is sufficient if we work on a
matrix of a row or a column.
You would have been disappointed not to find the other way to write the formula (which me
gives me nausea just thinking about it) :
=INDEX(Detail premiums'!$C$17:$E$21 ,D9 ,E9)
Upon closer inspection, the task is greatly simplified because the levels (1 to 5) and
The family index (1 to 3) corresponds to the position in the double-entry table.
What happens if the rank in the range is not explicit, as for the so-called bonus?
Presence?
We will have to combine =INDEX() and MATCH() ...
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IUT GEA Aix-en-Provence PC Excel Add-ins Version XL 2003
3.8. EQUIV() and =INDEX() to locate in a range and make use of the returned rank
The formula will need to be written in J9, but beforehand, it seems appropriate to examine the
calculation table for the 'attendance' bonus:
Seniority
0 year(s) 6 year(s) 13 years 21 year(s)
0 day(s) 150,00 € 220.00 € 300,00 € 400,00 €
4 day(s) 100,00 € 140,00 € 200,00 € 275,00 €
9 day(s) 70,00 € 100,00 € 150,00 € 200,00 €
15 day(s) 40,00 € 70,00 € 100,00 € 150,00 €
22 day(s) - € - € - € - €
Attention: It has been a long time... the display in the last row of the table of - €
the number 0 is acceptable in accounting. The same goes for the day(s) and the
but I am repeating myself (see above in case you missed it).
That said, what follows deserves analysis and clarity from me and sustained attention from the
reader. Don't hesitate to take a break.
Absent for 21 days and with 25 years of seniority, our "friend" Aurioli will have a
bonus of 150.00 €
Let's check if you understood: the 3efrom the list 12 days and 25 year(s) will have €200.00.
It is imperative to dissect the mechanism to understand:
a) on the column of days (in turquoise; in black and white photocopy?) 25
does not exist, I rely on the lower value which turns out to be in position
5.
This is where EQUIV() comes in after naming the cells 'echelleabsence'.
concerned.
=MATCH(NB_days_Absent;echelleabsences;1)
To remember: EQUIV() returns the position (the rank) in a matrix of a row or
column. Argument 1 allows you to go back to the directly lower value if you are
folded croissant (this is indeed the case here).
Argument 0, discussed further on, returns the position only if the value exists.
By default, the argument is 1.
Try with argument 0 as 25 does not exist error message: #N/A !
b) on the top line (yellow), well named "seniority scale", 25 year(s)
will be brought back to 21 and therefore a return of position (rank) 4.
=MATCH(Seniority;seniority_scale;1)
At this stage, we have position 5, 4 which, thanks to the timely use of
INDEX() on 'tableprimepresence' will return €150.00.
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IUT GEA Aix-en-Provence PC Excel Add-ins Version XL 2003
Verification for the 3andemployee: 12 day(s) returns to 9 day(s) and therefore position 3
25 years returns to 21 years hence position 5
The couple 3, 5 in the table indeed gives 200.00 €.
Procedure:
Three beaches to name for the calculation of the bonus:
Certainly, this may seem "somewhat" obscure, but we find the syntax
=INDEX(range ; row_number ; column_number) with MATCH() used 2 times, precisely for
send back these 2 positions.
And ... at the general request and in total hilarity but ... certified to be functioning and
left in J10 for fun!
=INDEX('Detail premiums'!$C$30:$F$34;MATCH(List!$F$9:$F$65536;'Detail premiums
!$B$30:$B$34;1);MATCH(List!$G$9:$G$65536;'Detail premiums '!$C$29:$F$29;1))
Copy two or three lines down from J10 and note that the gas plant
works.
In simpler terms, but on the same basis, we will take care of the table.
of honor of absences.
3.9.
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In H3: =INDEX(FirstName;maxRank)
In I3: =INDEX(NB_days_Absence;rankmax)
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IUT GEA Aix-en-Provence PC EXCEL Add-ins Version XL 2003
The message in J3 pertains to a classic IF() statement whose condition focuses on the
number of records constituting the maximum. If there are ties,
number of values is greater than 1 and the message is displayed. Otherwise we
does not display anything. The yellow color is obtained through a CONDITIONAL FORMAT
reviewed on 1-4-3.
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