Advanced Excel Practical Training Guide
Advanced Excel Practical Training Guide
COURSE OBJECTIVES
The sessions dedicated to this course will allow an approach to the
notion of spreadsheet, complementary tools and very common in software of
word processing and file management. The main objectives that guide the
The course outline is as follows:
Knowledge of a standard management, simulation and support tool
decision
Appropriation d’un outil de présentation de tableaux encomplètements des
text processing and better suited.
Appropriation of a graphical representation tool knowledge of a tool
very powerful yet simple calculation (numerical, accounting, financial...)
Approach to a programming mode of computational algorithms, very
different from classical programming.
Click on add
Enter the list by clicking on OK then OK
3)-Simultaneously entering data on multiple sheets (creating a working group)
Select multiple sheets, Enter your data, format the active sheet
according to your wishes.
To complete your simultaneous input, click on an unselected tab, and click with the
right-click and choose unbind the sheets
4)-Name a range of cells
Sélectionner les cellules
Click on the formula tab
Enter to define a name
Enter the name and validate by clicking ok
8)-Locked commands
When a sheet or workbook is protected with Review / protect the sheet the command
cell format is inaccessible. It is also impossible to insert cells, rows or
columns this so as not to disrupt the structure of the sheet likewise in the Data menu the
Orders pull, subtotals etc. are disabled.
9) Protect a file
Click on file (Office button)
Click on save as...
Roll out Tools - Choose General Options...
Enter a password to protect the document and confirm it.
Example 1:
Using a spreadsheet per month, enter the tables below.
January
February
Example 2:
Suppose a trading company with two branches SA, SB for which we want
Group the monthly sales. Individual monthly sales can be on sheets.
from the same workbook or from different workbooks. The model for data presentations
is the following:
Binder 1
Binder 2
You can place the fields you need in four different areas: Filter of
rapport, Etiquettes de colonnes, Etiquettes lignes et Somme des valeurs.
Sum of values: this area displays the results you want to see for a .par field.
défaut, le tableau affiche la somme des valeurs si celui-ci est composé dechiffres. S’ilest compose
The table will display records that meet the criteria.
Column Labels: displays each value of a field in its own column.
Line Labels: displays each value of a field on its own line.
Report filter: allows you to 'filter' the values of the table based on the values of a field.
This allows you to see only the records that meet a certain criterion.
Questionnaires
Place the fields to answer the different questions
Question 1: find the total of all the salaries of the company.
Holding a finger on the left mouse button, move the salary field into the area
Sum of values. Release the mouse button as soon as the box for the salary field is...
on the area above the range of values.
Question 2: What is the distribution of this amount by title within the company?
Keeping a finger on the left mouse button, move the title field into the area of
The label lines. Release the mouse button as soon as the square for the title field is done.
above the column area.
Question3 :répartir le total des salaires par titre et par Sexe.
While holding a finger on the left mouse button, move the gender field into the area of
The column labels. Release the mouse button as soon as the square for the title field is
above the column label area.
Question 4: give priority to the title field over Gender.
Place the pointer over the title field of the column area of the pivot table.
Keeping a finger on the left mouse button, move the title field in front of the field
sex.
Once in front of the gender field. Release the mouse button. See the data.
Question 5: What are the records of the total administrators?
-(153 500)
Double-click on the cell.
Question 7: Determine the total number of women
The pivot table allows you to 'mask' or hide the values that you do not have.
No need. In this case, men must be hidden.
To the right of the sex field, click the button with a downward pointing triangle. By
For example, there are only two possible values: F or M.
Question8 :montrer les valeurs des employés qui sont de la catégorie 3.
Click on the button with a downward-pointing triangle to the right of the category field.
From the list of possible values, select value 3. Press the ok button.
Note: Move the Name field below the Title field in the Rows area.
Move the first name field above the last name field in the rows area.
The IF function: consider the table below:
We want to calculate the amount of the commission if the sale of the land is above 1200.
000 GNF. To select the SUMIF function, click on the Insert menu and then function. If the
function in the category of Maths and Trigonometry. A dialog box opens where:
Beach: these are the data that will allow us to perform the calculation i.e. A4:C4
Criterion: it is the condition for a calculation to occur, i.e. > 1,200,000 GNF
Sum range: Addition to the calculation range, based on the criterion, i.e. A9:C9
Note: the syntax for sum if is as follows:
Sum if (cell_range_to_compare; cell_range_to_sum)
MATRICES AND MATRIX CONSTANTS:
Array formulas act directly on an array of values. An array formula
can result in a table or a unique numeric value. These formulas can be identified
accolades (introduced Ctrl+Shift+Enter).
Exercise 1
In cell C4, calculate the total as follows: =SUM(B2:B3*C2:C3) instead of pressing Enter.
on tape Ctrl+Shift+Enter
In the matrix formula above, if instead of typing B2:B3: you type {10 ; 15} then {10,15} is
matrix constant called; thus a matrix formula can contain a constant
matrix
The formula above would be=SUM(10:15*C2:C3)
To calculate the benefit obtained for each item, instead of typing the formula in E2,
then copy it to the other cells, select the range E2:E5, and then introduce the formula
array{= (D2:D5-C2:C5)*B2:B5}. Then Ctrl+Shift+Enter.
Note: to remove an array formula and keep only the values, copy it to
the clipboard and use Special Edition-College and choose values, in the dialog box
special collage.
Formula audit:
To create an audit of a formula, click on the cell containing the formula to be audited:
Click on the Formulas menu and then hover over Formula Auditing
Click on Identify precedents (to know the cells involved in this)
formula) or click on locate on the dependents (to know the formulas in
which are involved in this cell).
rename this new menu, right-click, and in the Name field: type the name of the menu.
For example, organizational chart.
And to insert the submenus, still in category commands. Choose for example:
insertion and in the Commands–categories–choose Hierarchical Flowcharts zone, which must
pull and place.
For example, between Data and Window. And to rename this new menu, click the button.
right, and in the Name area: type the name of the menu. For example, Organizational Chart.
And to insert the submenus, still in Category Commands. Choose a category by
example: Insertion and in the command area, choose a category to drag and place in the
menu organigram. And so on for the other submenus.
To delete a menu, select it and click the "Delete" button to restore the
In the standard Excel menus, click the "Restore All" button.
THE REFERENCES
1- Relative reference: A relative reference is dependent on the position of the cell.
active.
Example: B1 is a relative reference
2- Absolute reference: An absolute reference is independent of the position of the
active cell.
$B$1 is an absolute reference, invariant when copied.
Example of compound interest calculation:
Mr. Touré has placed his savings, 1000 GNF, in a savings book, listed at 3.5% per year.
How old will he be next year?
Réponse :L’anprochain il aura 1000+1000*0,035. En Excel. On obtiendra :
This sum of 1035 euros obtained at the end of year 1 will earn interest during year 2. At the end
from this 2, he will have on his booklet the capital 1035 GNF plus the interests of the year 1035*0.035. And so
next...
Capital year at the beginning interests new capital
Of the year at the end of the year
The calculation is therefore always done with the same rules as for the first year, it is enough to
copy below the established formulas for this first year. Content is on the beach
A5 :[Link] leads to :
Mixed references
$B$1 is a mixed reference: relative for the row, absolute for the column.
$B$1 is a mixed reference: absolute for the row, relative for the column
B- COMPOUND INTERESTS
B1Principle:
B2Acquired Value:
Let C be a given initial capital, the interest for one Franc (1F) invested. The value acquired at the end of a
duration expressed in years is:
1erayear: Va = C + i = C + Ci = C(1+i)
2thannée: Va =C (1+i) + [C(1+i)] = C(1+i)[1+i]=C(1+i)2
…………………………….…………….
…………………………………………..
nthyear: Va = C (1+i)n called the Capitalization formula
depreciation
1 1 i n o*i 0*I
a a
0
I 1 1 i n ;
1 i 1 n
The amortizations vary in a geometric program with a ratio of (1+i)
The value of the sum of the n constant annuities is expressed by:
a 1 I n 1
n
i
Depreciations
The types of amortizations can be:
Linear depreciation: the amount of depreciation is the same each year
of the duration
Declining balance depreciation: the amount varies according to the year of depreciation.
The initial depreciation being greater than the final depreciation (end of the life of the
good investment).
Declining balance depreciation at double rate: the amount varies depending on the year.
of depreciation. The initial depreciation being greater than the depreciation
final (end of life of an investment asset). It is a variation of diminishing depreciation.
Exercise 4: A company purchases a machine tool for 4,525,000 FG and incurs costs
transport of 125,000 FG. The asset is depreciated over 5 years (at a rate of 20%)
Draw up the amortization table.
Softy Method
It is an American method that consists of:
Calculate the total years planned for amortization,
FINANCIAL FUNCTIONS
The arguments:
Most financial functions accept similar parameters. The most common ones
used are:
Settings Description
Future value (Cv) Term investment value
Valeur 1, Valeur 2, Valeur n Receipts, payments
Period name (npm) Investment terms
Payment (VPM) Periodic payments
Type When the repayment is due, we have:
0 at the end of the period
1 at the beginning of the period
1-The VPM function: amount period
2-Deposit (economy, savings account)
3-Withdrawing (placement)
Exercise 6: An investment of 300,000 yields 100,000 per year for 5 years. The rate of
The profitability on the stock market is 10%. Is it interesting to invest 300,000 today to withdraw?
5000000 spread over 5 years?
Solution :
=Va (0, 10, 5,100000)=-3790787f
So it is very interesting to invest 300,000 today to get 500,000 over the years.
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Advanced Excel practical work
Because in reality, you need to invest 3,790,787 today to get 500,000 instead of 1,000,000.
At the end of each year. Is the investment still interesting?
=Va (0, 10, 5,500000)=-3104607f or 5000 000 =vc
One can always invest, but the first option is better.
NB: If I get a current value result <3000000 it is better to buy the shares.
The type parameter: Type: due date of payments (beginning or end of the month).
The term is whether the repayment is at the beginning or at the end of the period (default value of Excel).
If type=1 the reimbursements due at the beginning of the period.
Note: loans are generally repayable at the end of the month. Some credits.
Mortgages are repayable at the beginning of the month.
Note: RATE, NPM, and VPM must be calculated over the same period (monthly,
quarterly, annual.
Exercise 8: You deposit 2,000,000 at the beginning of each year and wait for this
investment that gives you an average return of 11% per year in the long run.
Today you are 30 years old. How much will you have saved by the age of 65?
6- The INTERPEL function:
It calculates interest on an investment for a given period based on payments.
constant periodic payments at a constant interest rate
Syntax :=INTERPEL (rate; period; npm; va; type)
Exercise 9: calculate the interest of the first period of an investment of 25,000,000 at 14%
for a duration of 60 periods.
Exercise 12: Suppose you want to see how much you should limit your loan.
sur 30 ans si le taux d’intérêt est 9,5% et que lesmensualités ne doivent pas dépasser 4 000 000
GNF.
Solution12: consider the following parameters:
Prêt=50 000 000GNF taux=9.50% ; année=30 ; paiement= ?
=Vpm (taux ; Année ; Va)=Vpm (9,5 ; 30 ; 50 000 000)=-5084 029 ,22GNF
Target value to determine the interest rate of cell B3 based on the amount of the
cellB4
Use the goal seek function to incrementally adjust the interest rate in cell B3.
until the repayment value of cell B4 is equal to 900 GNF.
Exercise 13: Let's take the example of calculating the interest on a sum that we know the
amount, the rate, and the duration. The problem can be solved by the following formula:
Intérêt=Montant*Taux*Durée
Exercise 14: We want to request a loan that we plan to repay in 15 annual installments. We can
reimburse 29,500 GNF at the end of each period. The current interest rate is 7.75% for c
type of loan. What should be the amount of this loan?
Solution: this problem is solved with the function V A() := V A (rate: duration: repayment)
The function returns +256 405.25 which corresponds to the time of the loan that we can.
to ask.
But we observe that this amount is insufficient to finance the project. We need 300,000 GNF.
Since the bank is not willing to lower the interest rates, there are only two
possibilities! either we extend the loan duration, or we increase the amount of
refunds. To implement the target value function, let's build a sheet of
calculation in which we copy the initial calculation twice in order to be able to answer both
questions.
In the same way, we can see what happens if we extend the duration of the loan.
new enter the value of -300,000 as the target value the cell to be modified would this time be this
cell containing the duration of the loan, that is to say the number of annuities. (C18 in the example)
If you try in the same way to extend the duration to obtain a loan of 385,000 units.
Monetary, the research status dialog box indicates that no solution could be found.
found. This simply comes from the fact that it is impossible to finance a loan in this way
since the annual interest exceeds 29,500 in annual repayment and there would be none left
so not a single cent to start paying back the principal.
Exercise 15: The company Djamal Multiservices sells printers at a unit price of 6500.
The profits of this company have recently fallen due to competition and
price.
The cost price of an HP printer is 210,000 GNF. We are given the relation: sales
mensuelles =500 000 000/ (prix) 2 GNF
The Director of Halal asks you to use Excel and make a decision for
improve its profit outlook.
a) What is the highest monthly selling price (i.e. the profit) based on a simulation?
the highest)?
b) Establish the profit curve.
Exercise 16: The Djamal Multiservices company wants to know what unit selling price will ensure it
the maximum monthly profit knowing that she cannot sell more than 275 printers per month
has a profit margin of 50%
THE SOLVER
The solver allows solving problems that are more or less complex by obeying certain rules.
constraints defined by the user.
Exercise 19: The company Djamal multiservice has seven mutually exclusive projects.
A, B, C, D, E, F, and G. The net revenues and required investments are given in the table below.
The document describes several financial computations, including the Present Value (PV), NPV, and future value (VC) functions, for assessing investment profitability. For instance, the NPV function calculates whether an investment has a net present value greater than zero, which indicates profitability. These tools help evaluate the feasibility and profitability of investments by providing a structured way to compute returns against present and future values, thus informing decision-making by quantitatively analyzing the viability of financial ventures .
Linear depreciation involves decreasing the value of an asset by a consistent amount each year, representing part of the asset's initial value, over its useful life. In the course scenario, a machine purchased for 4,525,000 FG with additional transport costs of 125,000 FG is depreciated over five years at a rate of 20%, resulting in equal annual depreciation amounts, calculated from the compounded initial investment, reflecting the systematic allocation of the asset's expense over its useful life .
Excel's data consolidation feature allows users to aggregate data from various sources (such as different worksheets or workbooks) into a single summary sheet. This can be done by selecting 'Data', then 'Consolidate', and choosing the appropriate range and file references. For managing monthly sales data from different branches or months, users can consolidate data to compute total sales, average quantities, and maximum unit prices across specified periods, enabling a comprehensive analysis of sales performance .
The primary objectives of the Advanced Excel course are to provide students with knowledge of a standard management tool for decision support, to help them appropriate graphical representation and spreadsheet tools, to introduce a new mode of programming computational algorithms, and to ensure they have a broad understanding of contemporary computer techniques. Additionally, the course aims to enable students to analyze management activities, handle trainings, model and forecast, make decisions, and analyze company needs while having a strong grasp on information technologies both methodologically and operationally .
Conditional formatting enhances Excel's functionality by visually differentiating data based on specific criteria, which helps in quickly identifying whether particular objectives are met. By applying special formatting to values meeting specified conditions, users can insert alarms that make data interpretation more intuitive and immediate, thereby facilitating more effective data analysis and decision-making .
Excel's password protection on files and sheets plays a critical role in safeguarding sensitive data by preventing unauthorized access to and modification of crucial information. According to the course, applying password protection can restrict cell modifications, secure file access, and ensure that sensitive computations and business data remain intact. This level of protection is imperative for maintaining data integrity and privacy, particularly in environments dealing with financial, strategic, or proprietary data .
The procedures for protecting Excel sheets involve selecting the Review tab, clicking on 'Protect Sheet', and setting a password. To exclude certain cells from being protected, users should first select those cells, access the Format option, disable the Locked box, and then proceed with protecting the entire sheet. Unprotecting requires accessing the Review tab and selecting 'Remove Sheet Protection', then entering the password. These protections are important because they secure data integrity by preventing unauthorized alterations of critical formulas and data structures .
The document discusses simulation processes in Excel such as using the Data Table function to assess the impact of parameter changes on spreadsheet formulas. This involves creating a matrix to visualize how variable shifts affect results, like monthly loan payments under different interest rates and terms. These simulations are valuable as they provide predictive insights and allow users to model different financial scenarios and outcomes without manually recalculating for each alteration, thus informing strategic financial planning .
The course suggests creating custom lists in Excel by accessing Excel Options and entering custom data into lists. Practical applications of this feature in data management include optimizing repetitive data entry tasks, ensuring consistency in data input, and enhancing data sorting and filtering processes. Custom lists increase efficiency by reducing manual entry errors and speeding up data operations across spreadsheets .
Dynamic tables such as pivot tables can be utilized to analyze employee data by allowing users to summarize and reorient the data dynamically. In Excel, one can create a pivot table by placing the pointer on relevant data (e.g., from A1 to G16), selecting the PivotTable Report option, and configuring the necessary fields into distinct areas like 'Report Filter', 'Column Labels', 'Row Labels', and 'Values'. This enables the user to generate summaries, such as total salaries by gender and position, providing insights into workforce demographics .