Course Overview

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  • Need to have 75% in each in order to pass the module

EXAM (50%)

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  • consists of 11-12 questions
  • conditional formatting
  • formulas
  • Average: 85%
  • Open book (but most likely it won't help)
  • Probably just one question about charts
  • Questions will not be theoretical but all about actual actions within Excel

PROJECT (50%)

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  • To be submitted by Friday evening
  • Average: 90%
  • Does have VBA in it
  • Big table with data from different tables
    • Algorithm based on which rule to separate people from different companies into different tables containing certain company's people
  • All formulas need to be structured
    • Otherwise we would lose 10% of the marks

General Excel Notes

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  • Modellers and Forecasters often use a separate worksheet for input values (Inflation Rates etc)
  • List of all created cell and table names can be viewed in Formulas > Defined Names > Name Manager

Cell Referencing

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  • CTRL + D to copy a formula down (D = down)
  • CTRL + R to copy a formula across (R = right)
  • Dynamic referencing is the one that changes as you drag a formula
  • Absolute referencing remains the same (with % sign)
  • Structured referencing works in tables
  • Ways in which to apply a formula to all cells:
    • CTRL + D and CTRL + R
    • Drag the bottom right corner
    • Select all cells, enter the formula and CTRL + ENTER
  • Across sheets references include ! after the sheet name
    • Never need to manually write these out, but simply opening the sheet and clicking the cells should do

Structured Referencing

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  • Structured referencing is the name of the referencing in tables
  • Table Name Rules
    • It can't have special characters or spaces
    • Have some sort of convention, e.g. start with 'Tbl'
  • Using the Name field at the top left of the workbook, doesn't rename the table
  • If a column contains a space, the reference needs to have another square bracket around
    • e.g. [@[Hours Worked]]
    • Not having a @ deals with them as an array, so in some cases it will still give the same results
  • Absolute structured referencing:
    • [@[Hours Worked]:[Hours Worked]]*[Rate]
    • Hours worked does not shift, Rate does
  • Naming a cell can be helpful when a column or row uses a multiplier for example
    • It does not need to be absolute when this is used

Functions

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  • Functions return one value
    • Some return an array of values, but that is an exception
  • Accept multiple inputs
  • In the input box, anything that doesn't have a square bracket ( [] ) around it, is a required input arguments
    • Squared brackets are optional arguments
  • '...' at the end means that infinite number of arguments can be entered

Example Functions

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  • Count - number of cells that have a value
  • Counta - number of all cells
  • Countblank - number of blank cells
  • Sum - sum of all values in the selected cells
  • Subtotal - this only applies the particular formula on the visible cells