Excel 2010: Real-World Projects

Excel 2010: Real-World Projects

with Curt Frye

 


In Excel 2010: Real-World Projects, author Curt Frye demonstrates five important new features in Excel 2010. Using real-world examples, Curt shows how Excel 2010 will be a beneficial upgrade for all users. He highlights the improvements in PivotTables and the visual presentation of data. The release of this important business application will give users a number of new ways to review and present information. Exercise files accompany this course.
Topics include:
  • Using Sparklines to summarize business performance
  • Customizing the Excel 2010 user interface
  • Pasting data and formatting with precision
  • Analyzing data with improved PivotTable capabilities

show more

author
Curt Frye
subject
Business
software
Excel 2010
level
Appropriate for all
duration
25m 0s
released
Jan 21, 2010

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Introduction
Welcome
00:00(Music playing.)
00:04Hi! I'm Curt Frye.
00:06Welcome to Excel 2010 Real-World Projects.
00:09In this course, I'll show you how to summarize your data using Sparklines,
00:12customize the Excel 2010 user interface,
00:15analyze data using the improved PivotTable capabilities,
00:18pace data and manage images for effectively,
00:21and summarize data visually using new Smart Art diagrams and improved charting performance. In short,
00:27I'll provide an overview of some very useful features that are brand-new in Excel 2010.
00:31Lets get started.
Collapse this transcript
Using the exercise files
00:00If you are a Premium member of the lynda.com Online Training Library or if
00:05you're watching this tutorial on a disc, you have access to the Exercise files
00:09used throughout this title.
00:10This is a fairly short course so there are only a few exercise files.
00:14In this case, I put them in a folder on my Desktop called Exercise_files.
00:19When you double-click it, you'll see all the files ready for you to use.
00:23If you're a Monthly or Annual subscriber to lynda.com, you don't have access to
00:27the Exercise_files, but you can follow along or create your own assets.
00:31Let's get started.
Collapse this transcript
1. Microsoft Excel
Summarizing business performance using sparklines
00:00Petal Jones keeps a close eye on how the company's mail order and web sales have progressed.
00:05The company first started accepting mail and web orders from outside the Los
00:08Angeles area two years ago.
00:11When she started tracking sales in Excel, she created the Summary Worksheet or
00:15Dashboard that included the actual numbers and the conditional format that
00:18indicated how sales performance measured up against the monthly targets.
00:23The Conditional Format measures how Revenue compared to the Goal for a given month.
00:28In this case, the Conditional Format uses an icon set to indicate whether the
00:34Value is above the Goal, which is $14,600, whether it fell between $14,600 and
00:41$13,510, or weather it was below $13,510.
00:44$14,600 was the sales goal for the month. $13,510 is the amount that is 15%
00:54less or 85% of the Goal, and then any amount that was below 85% of the Goal is marked in red.
01:01So as you can see, there were only two months out of the year, March and
01:06October, where sales were in the red.
01:09But on the other hand, there were 1, 2, 3, 4 other months where sales were in the yellow.
01:15The good news, of course, is that the company did meet its goals six of the 12
01:19months and those months are all indicated in green.
01:22Conditional Formats provide a useful summary of how a business performs in
01:25relation to its goals, but they don't provide any context.
01:29In other words, Petal could discover whether sales for the current month met the
01:33target amount, but she couldn't see how sales had trended for the past year
01:37without creating a separate chart.
01:39Excel 2010 introduced Sparklines, a set of small, compact charts Petal can use
01:43to add context to her summary workbooks.
01:47The first Sparkline, a line chart, indicates how sales have increased and
01:51decreased from month-to- month over the past year.
01:54So she moves to the Sparklines group and then selects the data she wants.
01:59The data she wants on another sheet, so she goes to that another sheet, copies
02:04the revenue and clicks OK.
02:09The Sparkline just created provides the context that the Conditional Format doesn't.
02:13The Conditional Format in the other table provides an instantaneous measure, but
02:18this Sparkline indicates how sales have trended over the past 12 months.
02:21If we want to indicate whether the sales team met their goals for each of the
02:25past 12 months, we can create what's called a Win/Loss Sparkline.
02:29To do that, on the Insert tab, click Win/Loss and select the data.
02:37The date that you use for a Win/Loss Sparkline needs to have either positive
02:42or negative values.
02:43Positive values are considered a win, which means that they are placed on the
02:46upper part of the Sparkline.
02:49Negative values are considered losses and are placed in the bottom part of the Sparkline.
02:53You'll see what that looks like in a moment.
02:55The data in the Difference column here is perfect for a Win/Loss Sparkline,
02:59because we have positive values, such as for January and February, and negative
03:03values such as the one in March.
03:05We're ready to create the Sparkline, so we can just click OK, and there you have
03:08the 12-month Performance.
03:10As you can see the company met its sales goal six months out of the year but
03:14fell short during the other six.
03:16Now that Petal has Sparklines at her disposal, she can summarize her data using
03:20the three complementary methods.
03:22The raw numbers present the results literally.
03:24Second, Conditional Formats indicate how the result compares to the goal.
03:28And finally, Sparklines allow her to see the last 12 months to put her
03:32present results in context.
03:34Taken as a group, the Numbers, Conditional Formats, and Sparklines give Petal a
03:38perspective that business owners require to be successful.
Collapse this transcript
Customizing the Excel 2010 user interface
00:00Kirk Hansel, one of the cofounders of Hansel & Petal, asks his assistant
00:04Timothy to manage the company's Excel workbooks.
00:06Timothy wants to customize the Excel 2010 user interface to suit his workflow.
00:11To do that, Timothy will go into backstage view.
00:14To move into backstage view, he clicks the File button, which is new in Excel
00:172010, and then clicks Options.
00:21From within the Excel Options dialog box, he can click Customize Ribbon to
00:25display the Customize Ribbon page.
00:27The first thing Timothy wants to do is create a custom tab named 'document
00:31prep' to bring all the controls he uses in document preparation into the same workspace.
00:36To do that, he clicks to the tab within the list and then clicks Rename so that
00:40he can change its name.
00:42In this case, he'll change it to DocPrep.
00:46Now that he's created his custom group, he can start adding controls to it.
00:50If he wants to add controls from an existing Ribbon tab, he can do that by
00:54clicking the Choose commands from down arrow and selecting All Tabs.
00:59If he wants to add the clipboard item from the Home tab, he can display the
01:02items on the Home tab, click Clipboard and then click the Add button.
01:06When he does, the clipboard appears on his Custom tab document prep.
01:10He can add other elements as well.
01:11For example, he can add the Styles group and from the Page Layout tab, he can
01:18add Page Setup and Scale to Fit.
01:21If he wants to add any items from the File tab, such as printing, he needs to
01:25display the File tab separately.
01:27To do that, he clicks the list again and clicks File tab.
01:31Now he can go down, click Print and he'll add it to his Custom group.
01:38When Excel creates a Custom tab, it adds a single custom group to it as well, so
01:42that you can add any commands that you need.
01:44So he clicks New Group, clicks Print, clicks Add and the print controls will
01:50appear in his new group.
01:51If he wants to change the name of that group, he can click New Group, click
01:56Rename and then in the Display name box, type a new name.
01:59In this case, we'll just call it Printing and Excel changes the name.
02:04Now let's suppose that Timothy wants to run Macros from the Ribbon.
02:08He can do that, but he needs to add the control separately.
02:11First, he'll add the new group and he'll change that group to the name of
02:16'Charting' and then display the Macros that are available within this workbook.
02:23The macro he wants to use is the only one available, ApplyLineStyle, and the
02:27Charting group is still available.
02:30Clicks Add and the macro appears where it's supposed to.
02:33If he wants to give the ApplyLineStyle macro a new icon on the Ribbon, he can.
02:38All he needs to do is click it, click Rename and select a new button from the Rename box.
02:43He is done changing the ribbon for now, so he can click OK, and the new tab
02:50appears here on the Ribbon.
02:51When you click it, you see all of the controls that he added.
02:54If he wants to run the ApplyLineStyle macro, all he needs to do is click a Chart
02:59and then click the ApplyLineStyle button and Excel runs the Macro, applying the
03:04style that he selected.
03:05The ability to record chart-related macros wasn't present in Excel 2007, but
03:10in Excel 2010, you can record any chart macro that you like and run it from the ribbon.
03:15Now let's say that Timothy wants to change the order of the items that he has on
03:19his document prep custom tab.
03:21For example, he uses the ApplyLineStyle macro a lot less than he uses the other
03:26controls, so he can move that to the far right side.
03:29To do that, he goes back into backstage view, clicking File>Options>Customize
03:34Ribbon and then in the list of tabs and groups that are present on the Ribbon,
03:38he can click the group he wants to move.
03:39In this case, it is Charting.
03:42Click the down arrow to move it to the bottom of the group, and Excel makes the change.
03:48If he wants to hide this Ribbon entirely, he can, once again, customize the
03:52Ribbon and clear the check box next to his custom tab.
03:57He can also hide any other tabs that are on the Ribbon.
04:00So let's say that he hasn't been using the Add-Ins or Background Removal tabs.
04:05If he clears the checkboxes next to them and clicks OK, they go away.
04:09Although Timothy would love to have Excel 2010 provide the almost complete
04:12control over the user interface he had in Excel 2003, he can work with the
04:16improved Ribbon customization capabilities in Excel 2010.
04:20The custom DocPrep Ribbon tab he created makes it easier for him to find the
04:24controls he needs when he is preparing a document for distribution.
Collapse this transcript
Analyzing data with improved PivotTable capabilities
00:00Petal Jones, one of the founders of Hansel and Petal, uses PivotTables to
00:04analyze her company's sales data.
00:06She's collected all of her sales data, which is spread out over several Excel
00:10tables into a single Excel table, from which she can discover insights that
00:14help her analyze her business's performance.
00:16Petal has used PivotTables since Excel 2002, but even the numerous advances in
00:21Excel 2007 left out a few capabilities she wish she had at her disposal.
00:25One of the most common notes that she received after her presentations was that
00:29the onlookers could never remember which items were included in or excluded from
00:33a filter, because only the values present in the PivotTable, usually displayed
00:37in very small type, provided any visual evidence of what was in or out.
00:41In Excel 2010, Petal uses slicers to create filters and indicate which values are
00:46included in, or excluded from, a PivotTable.
00:49To create a slicer, we select any cell in the PivotTable, click Options and
00:55then click Insert Slicer and select the field on which you want to filter using a slicer.
01:02In this case, we want to filter by region.
01:04So I will click Customer Region and click OK.
01:09When I do, a slicer with all of the available regions appears.
01:13If I only want to see sales from Region no.
01:141, I can click number 1 and when I do, Excel limits the items displayed in the
01:20PivotTable to just that region.
01:22If I want to change to Region 6, I click 6 and there it is.
01:25If you want to select multiple regions or multiple items at the same time, you can.
01:30You can do so using a combination of the Ctrl and Shift keys.
01:33For example, if I wanted to select Region 6 and Region 2, I can select Region 6,
01:40as I have here, hold down the Ctrl key and then click Region 2.
01:45When I release the Ctrl key, Excel displays all the sales for Region 2 and for Region 6.
01:51If I want to select only Regions 1 through 3, I can click Region 1 and then
01:57holding down the Shift key, click Region 3.
02:01When I do, Excel adds Region 1 and Region 3, which I clicked, and also Region 2,
02:06which was between Regions 1 and 3 in the slicer.
02:09If I want to get rid of the filter entirely, I can click the Clear Filter button
02:13here at the top-right corner of the slicer and if I want to get rid of the
02:16slicer, I can right-click it and click Cut.
02:20If you want to change the formatting of the slicer, you can do so.
02:24Let's say, for example, that I want to filter using a slicer that is based on the OrderMonth.
02:33If I wanted to change the formatting of my slicer, I can select a slicer style.
02:37To do that, you click the slicer and then, in the Styles gallery here, you'll
02:42select the style that want.
02:44I'll go for something a little bit darker and something that contrasts to the
02:47colors in the PivotTable, such as the style here with orange.
02:51Now my slicer is definitely visible.
02:53If I wanted to see sales that occurred during January, I can click January and
02:58Excel applies the filter.
02:59Again to clear it, click Clear Filter and to get rid of the slicer,
03:03right-click it and click Cut.
03:05Another way that we can limit the data that appears in Excel 2010 PivotTables is
03:10to use what is called a Search Filter.
03:12Previously, you could filter based on items or based on certain rules.
03:16For example, if you wanted all sales after 2007, you could create that kind of
03:21rule but it was very difficult to find items within a PivotTable list.
03:26So let's say that I wanted to filter based on the names of plants.
03:31In this case, Hansel & Petal carries two different varieties of rosebushes and I
03:35know from experience that those names have Rosa at the front of them.
03:40So if I want to filter based on product names, all I need to do is create a
03:44filter that searches for Rosa, R-O-S-A.
03:49To create the product name filter, click the Down arrow and then, in the
03:53search box, type 'Rosa'.
03:57When I do, Rosa "Burgundy" and Rosa "Iceberg" appear.
04:00Those are the items that I want and they're already selected.
04:03So they will appear in the PivotTable, click OK and there you have it.
04:08I'll get rid of some of these other row labels, such as the Region, and we'll get
04:13rid of the Year, so that we just see sales for the Burgundy and the Iceberg
04:19rosebushes for each month.
04:22If we want to create a chart in Excel 2010 that uses this PivotTable data, we
04:27can create a pivot chart.
04:29To do that, click any cell in the PivotTable, on the Insert tab, click the type
04:33of chart you want to create.
04:35In this case, I'll just create a column chart and there it appears.
04:39Now this chart isn't laid out particularly well.
04:41So what I will do is I will change the order of the fields on the horizontal
04:45axis, so that we get the product name first and then the order. There we are.
04:50Now we can see our Burgundy and Iceberg sales based on each month and if I
04:55want, I can expand the chart, so that we get the names of each of the months,
04:59visible within the chart.
05:01Pedal Jones' sales analysis relies on the flexibility of PivotTable, which she
05:05can use to rearrange her data to emphasize the aspects of her data that she
05:09finds to be most important.
05:11The new capabilities in Excel 2010 enable her to present her data more
05:15visually, find the specific data she wants to work with and summarize her data
05:19using more advanced pivot charts than were available in previous versions of
05:23the program.
Collapse this transcript
Summarizing data visually
00:01As the business has grown, Hansel & Petal have revised their product pulling
00:04procedures to make them more efficient.
00:06While the current process is simply a reordering of the previous steps the order
00:10runners were expected to take, it is different enough that the owners wanted to
00:14distribute a document that contains a summary of the steps and a conceptual
00:17diagram indicating how the greenhouse and nursery areas are grouped together.
00:22When the owners analyze their old process, they realize that the runners, the
00:26employees who went out into the greenhouse and nursery to pull products for
00:28orders, weren't taking efficient routes.
00:31When Hansel & Petal designed the new process, they had a consultant build a
00:34program that would analyze the incoming orders and set a route that would allow
00:38the runner to take the most efficient path possible through the greenhouse and
00:41nursery and without overloading their cart.
00:44The diagram here on the left shows the way that the greenhouse and nursery and
00:48packing area are laid out.
00:50The Shrubs and Container Plants are out in the nursery and the Herbaceous
00:54Perennials and Cacti & Succulents are in the greenhouse.
00:58The owners created this SmartArt diagram to indicate the way things will be laid out.
01:03To illustrate the new process, the owners created a new SmartArt image.
01:06On the Insert tab, they just clicked SmartArt.
01:09The process is a cycle, meaning that it repeats and they used their favorite
01:14Block Cycle diagram.
01:16The basic diagram that they selected has five items, which is correct.
01:19The process they're describing has exactly five steps.
01:22With the diagram in place, they can start adding text.
01:26First item and the second and they're just changing the text.
01:31All you do is click on a block and start typing.
01:38Finally, unload cart and once the cart is unloaded, they can start the
01:43process all over again.
01:45Rather than stay with this simple blue diagram, we can change the color so it
01:48fits in with a Hansel & Petal corporate color scheme.
01:51To do that, you right-click any of the boxes, click Format Shape and then click
01:56Solid Fill, which is already selected because the box does have a solid fill.
01:59Go to Color and select the color that you want to use.
02:03This workbook has already had a number of colors applied so we can select one of
02:07the recent colors and I will select Lime.
02:11Click Close, go to the next shape, click Format Shape, Solid Fill, click the
02:16color and we'll use blue, very close to the blue that we have there.
02:21And because the Format Shape dialog box is what's called a modal dialog box.
02:26You don't have to close it, if you want to use it for another shape.
02:29So for example, after I click this shape, I can click this shape and the dialog
02:33box changes to reflect the settings for the block that I've currently selected.
02:38So now I can change to another color, click another box, select another color,
02:46click the final box, click the final color and now click Close.
02:52The company has been using the new procedure in a limited way for the past three
02:55months and they've collected some data that shows how much better this process
02:59is working than the previous process.
03:02That data is contained on sheet number one.
03:05This table, the Shipping Times table, contains all the packing times for the
03:09orders that were created since January 4, 2007.
03:14The table on the right contains the average time for each of those months.
03:17To illustrate how much more effectively things are working under the new system,
03:21we can create the chart that shows how the packing time has decreased.
03:25If we are looking for just the individual orders, we can create a chart,
03:28clicking any cell on the table and creating an XY scatter chart.
03:34The XY scatter chart gives an individual data point to each measure within the table.
03:39So for example, if we looked closely enough, we could find the dot in this XY
03:43scatter chart that corresponds to the number 42, which was the packing time.
03:47You'll see that for the first several hundred orders, or 150 orders, packing
03:52times average around 50.
03:54After they revised the process for the first time, packing times were anywhere
03:58from about 40 until 13 minutes, but then under the new system, which started very
04:03recently, packing times have come down dramatically.
04:06If you want to see how those times work as an average, then you can create a line chart.
04:12To do that, you use the data on the right side and then on the Insert tab, click
04:17Line and click the type of chart that you want.
04:20This chart appeared very quickly as did the previous XY scatter chart.
04:24Charts in Excel 2010 are much more efficient and appear and are re-rendered
04:28much more quickly than it was possible in Excel 2007.
04:32For example, if I want to move this chart to its own chart sheet, I can click
04:37the chart and then click Move Chart and select a new chart sheet.
04:41When I click OK, the chart appears there and again, the rendering is smooth,
04:46seamless, and very quick.
04:48The new plant pulling procedure has increased the order renders
04:51efficiency significantly.
04:53When the runners aren't gathering products for the company's web and mail
04:55orders, they are free to help customers visiting the store or who call in with a question.
05:00The less time the runners spend pushing heavy carts, the more time they can
05:03spend with the store's customers.
Collapse this transcript
Pasting data and formatting with precision
00:00Petal Jones received a note from a regional sales representative indicating that
00:04hydrangeas were selling very well for another mail order company.
00:08Hansel and Petal doesn't currently offer hydrangeas by mail order,
00:11so we're pulling the sales rep's data into a workbook for analysis.
00:14The first thing we'll do is copy the data from the other workbook into this
00:19NewProductReports workbook.
00:20So we're just going over here and I will copy the headers, press Ctrl+C, shift
00:27back to the other workbook and now I can paste in what I have just copied.
00:32In previous versions of Excel, we would've had to try a bunch of different paste
00:37options to see which one we wanted.
00:38But instead, in Excel 2010, we can use what's called Paste Preview or Paste Live Preview.
00:44To do that, we click the Down Arrow of the Paste button on the Home tab of the
00:48Ribbon and then hover the mouse pointer over one of these icons, which shows
00:52us, without actually doing the paste what the data will look like when we
00:56paste it into the worksheet.
00:57So for example, if I wanted to paste it normally, I could hover over this icon.
01:02If I wanted to only paste the formulas, I could do that.
01:05If I wanted to paste it and keep the source formatting, I could do that.
01:09In this case, what I want to do is paste in the values along with the formatting
01:13and keeping column width.
01:14To do that, I hover over this icon, which is the Keep Source Column Widths icon,
01:19click it and Excel finishes the paste operation for me.
01:23If I thought that I saw something I liked, but I realize that I want to do it
01:26over, I can click the Paste Options button here at the bottom right side, and I
01:31get my palette back, and I can paste any of the other options that I want here.
01:35If I want to get rid of the palette, I can either click up here, or I can
01:39press the Escape key.
01:41I can also copy the data from the previous worksheet onto this worksheet.
01:45So switching back to the other document, I can select those cells, press
01:50Ctrl+C to copy, switch back over to the other window and paste. I can either
01:57paste the values only, paste the values with number formatting or paste the
02:01values with all formatting.
02:03In this case, there is no difference because I only had number formatting in
02:06those cells, so I'll select this option.
02:10Now that I have the data in the worksheet, I can add an image of a hydrangea flower.
02:14To do that, I can insert the picture, click the file I want to add and then click Insert.
02:20When I do, the photo appears on my screen.
02:23The photo is quite large, so I'll change the Height down to 2 inches and Excel
02:30changes the Width automatically to match the change in height.
02:33Now that the image is small enough for me to work with all at one time on the
02:36screen, I can remove the image's background.
02:39In other words, I want to focus on the hydrangea flowers themselves and get rid
02:43of the green leaves in the back.
02:45To do that, I select the image and then on the Picture Tools, Format custom tab
02:49of the ribbon, I can click the Remove Background button.
02:52When I do, Excel analyzes the image and it separates the foreground from the background.
02:58In this case, everything looks to be correct.
03:00So I can click the Remove Background button again and Excel removes the background.
03:05But notice that the image is still the same size as it was.
03:10In other words, even though the background is clear, it is still
03:12technically part of the image.
03:14If I were to drag one of the handles on the side, I would resize the entire
03:18image, I wouldn't take away any of the blank space around it.
03:21I'll undo the change I just made.
03:23If I want to eliminate those null areas from the background of the image, then
03:27I can crop the image.
03:29To do that, select the image, again on the Format tab, I can click Crop.
03:34When I do, Excel displays crop handles around the image.
03:38I can move my mouse pointer over one of the controls to drag them.
03:41In this case, I'll move in from a corner, so I'm affecting the bottom and right
03:47side at the same time and I'll do the same thing for the other three corners.
03:52And in this case, actually I can just drag in from the left side so I already
03:56have my top and bottom set and there we are.
04:00When I'm done, I can click Crop, and Excel reduces the image to a manageable size.
04:05Rather than have the image set by itself though, I would like to add a little bit of flair to it.
04:10So I'll change the picture style.
04:12To do that, with the image selected, go up to the Picture Styles gallery and
04:18select the style that I want to add.
04:20I will add a black matte frame, click it and Excel provides the matte around the side.
04:26The black matte, to me, is a little bit overwhelming, especially when you consider
04:29the other colors that are being used in the worksheet right now.
04:32So what I'll do is I will keep the interior black, but I'll change the outlying
04:37border to a slightly softer color, such as a dark gray.
04:41To do that, I can click Picture Border and select a new color.
04:48The new Paste Preview feature in Excel 2010 helps you determine how data will
04:52appear when you paste it into a workbook without the drudgery of finishing the
04:56paste and then undoing the operation and trying another option.
04:59In addition, the new image editing tools enable you to make changes that
05:03normally would have required you to open another program.
05:06You can't do everything in Excel 2010 that you could do in a dedicated image
05:10editing program, but the new capabilities let you stay in Excel and work
05:14more efficiently.
Collapse this transcript


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