Learn Excel tools by utilizing them in various cases Tools and Learning Slides[ pdf ] formulas are the backbone for VBA programming foundation
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Fall 2012 Workshop
George Zhao
gz2165@columbia.eduGoals of the Workshop
yLearn Excel tools by utilizing them in various cases yTools and materials covered here are merely a sample ofExcel functionality
yUnderstand the logic and syntax behind Visual Basic programming, which interacts with the Excel interface yNo programming background required yCreate dynamic algorithms to approach cases yWhen data is changed, but retains its original format, the algorithm should be able to automatically handle the transition appropriatelyCreated by George Zhao2
Workshop Structure
yInstead of providing function and programming syntax to memorize, this workshop emphasizes case studies, through which the skills are utilized yCases: applicable situational tasks yTutorials: supplemental teaching material to understand foundational materials yBest recommended to follow along and do the exercises with accompanying spreadsheetsCreated by George Zhao3
Workshop Resources
Lesson materials:
yLearning Slides[.pdf] yExercises -Blank [.xlsx] yExercises -Filled [.xlsm]Created by George Zhao4
Contents Overview
yCase 1: Multiplication Table yCase 2: Percentile Calculations yTutorial 1: Variables and Arrays yCase 3: Hello World yTutorial 2: Functions yTutorial 3: Loops and Decisions yCase 4: Gradebook Tallying yCase 5: Loop through Data yTutorial 4: Recording Macro yCase 6: Select, Pull, Display yTutorial 5: Userform yCase 7: Subway Data All-Around AnalysisCreated by George Zhao5
Multiplication Table
yTask: If given the following on an Excel worksheet, how do we fill this up? 123451 2 3 4 5
Created by George Zhao7
First Task: Building the Table
ySuppose we are only given one side of the table initially: yWe need 1, 2, 3, 4, 5 to be filled up on the top row, beginning in cell B1, going rightward yWe also want both sets of numbers to be boldedCreated by George Zhao8
Shift + Control + Arrow
yBegin by selecting cell B2 yShift + Control + Down arrow to select all elements until an empty cell (or the end of capacity limit of the worksheet) is reached yShift + Control + (Up / Down / Left / Right) arrow all work similarly yControl + B for bold yControl + C for copyCreated by George Zhao9
Paste Special with Shortcut
yUse arrow to move to cell B1 yCan Right Click > Paste Special yOr simply Alt + E + S ySelect Transpose (E)Created by George Zhao10
Where to Start
yUse fixed reference cells 123451 2 3 4 5
Created by George Zhao11
1-Dimensional Fixed Reference
yExample: y = (1+r)*x^2, given a fixed value r r = 0.1 xy -39.9 -2 -1 0 1 2 3Created by George Zhao12
Show Formulas
yFormulas > Show Formulas yToggle on and off between showing / not showingCreated by George Zhao13
Error: No Fixing Reference
yError r = 0.1 xy -39.9 -24 -1#VALUE! 00 152#VALUE!
39Created by George Zhao14
1-Dimensional Fixed Reference
yFix cell reference in cells A1, B2, BB32: $A$1, $B$2, $BB$32 r = 0.1 xy -39.9 -24.4 -11.1 00 11.1 24.439.9
Created by George Zhao15
Deeper Look into Fixing Reference
yA1: not fixing column A nor row 1 y$A$1: fixing column A and row 1 y$A1: fixing ONLY column A, not row 1 yA$1: fixing ONLY row 1, not column A yWhatever (row and/or column) right after the $ sign is fixed yIf fixing BOTH row and column, press F4 while cursor is over the reference in the formula editingCreated by George Zhao16
Algorithm: Multiplication Table
yMultiply the row index by the column index yDo this for each cell in the row, and then for each row 123451 2 312
4 5
Created by George Zhao17
Example: Multiplication Table
yFocus again on cell E4: (12 = 3 x 4) yAll entries on row 4: product of 3 (A4) and ___ yAll entries on column E: product of 4 (E1) and ___Created by George Zhao18
Think About It
yFocus on any single row: yWe are traversing through various columns, but want to fix the first term (A4), so fix the column letter (A) yFocus on any single column: yWe are traversing through various rows, but want to fix the second term (E1), so fix the row number (1)Created by George Zhao19
Result of Fixing
yFix the column (A) from the first reference, and the row (1) from the second reference yF2 to illustrate the formula and the references (colored)Created by George Zhao20
Shortcuts to Paste Formula
yDouble click on the square at the lower-right corner of the cell yThis pastes the formula down the column, avoids the effort of dragging the formula down across rowsCreated by George Zhao21
Shortcuts to Paste Formula
columns yHave to manually drag it across the columnsCreated by George Zhao22
Performance Evaluation
yHow would performance have been if we were dealing with a 50 x 50 table instead? yShift + Control + Down, copy, paste special (transpose) occurs constant time yDouble clicking to paste to formulas down occurs constant time yManually dragging the formulas across columns depends linearly on number of columnsCreated by George Zhao23
Alt + Enter Pasting Method
yPaste the formula on one corner yPaste the formula on the other corner ySelect all of the cells in-between to apply the same formula, using Shift + Control + arrow to get all of the wanted data yClick Alt + Enter yMuch more useful when dealing with 1-dimensional list than 2-dimensional tableCreated by George Zhao24
Alt + Enter Illustrated
yCopy the formula in cell B2, paste into F6, select everything in-between, and hit Alt + Enter yDifficult to capture the desired region efficiently with the Shift + Control + arrow methodCreated by George Zhao25
Quick Way to Paste Formula
12345112345
2246810
33691215
448121620
5510152025
Created by George Zhao26
Remarks
yWhen fixing cell reference, think: yAre we fixing the column? yAre we fixing the row? yBoth? yNeither? yAlt + Enter way to paste formulas is more useful in 1- dimensional situationsCreated by George Zhao27
Pseudocode: The Approach
yMultiply the row index by the column index yDo this for each cell in the row, and then for each row 123451 2 312
4 5
Created by George Zhao28
Actual Code Juxtaposed
yMultiply the row index by the column index yDo this for each cell in the row, and then for each rowCreated by George Zhao29
Task 1
yWe are given 20 x 10 matrix of all random numbers yUpon supplying various integer values between 0 and100, denoted n, give the n-th percentile of each column
Created by George Zhao31
=PERCENTILE() y=PERCENTILE([array], k) yLet k be within [0, 1] y=PERCENTILE(A1:A10, .75) gives the 75thpercentile value of the data from A1 to A10 y=PERCENTILE(B1:B10, .05) gives the 5thpercentile value of the data from B1 to B10Created by George Zhao32
Right Formula?
Created by George Zhao33
Need to Fix Reference
yB1:B20 Ȃfix the row? Column? Both? Neither? yA23/100 Ȃfix the row? Column? Both? Neither?Created by George Zhao34
B1:B20
yStores the column of data points to be analyzed yThink of what happens when the formula is dragged on to adjacent cells yDO NOT want to shift down to B2:B21 and so forth Ȃ fix the row references yBut DO want shift right to C1:C20 Ȃdo not fix the column references yB$1:B$20Created by George Zhao35
A23/100
yStores the k value yThink of what happens when the formula is dragged on to adjacent cells yDO want to shift down to A24 Ȃdo not fix row references yDO NOT want to shift right to B23 Ȃfix the column references y$A23/100Created by George Zhao36
Refined Formula
Created by George Zhao37
Dynamic Formulas
yResults updates automatically for different k valuesCreated by George Zhao38
Task 2
yGiven several integers, called x, calculate the percentile rank of those integers yWhat percentile would these integers fit into? yIf x is out of the range, error would return y=PERCENTRANK([array], x)Created by George Zhao39
Without Error Trapping
ySimilar cell reference fixing as previous y#N/A errors whenever: yx is smaller than the minimum value in the set yx is larger than the maximum value in the setCreated by George Zhao40
=IF() yReturns different values given the certainty of a condition y=IF([condition],[value if true],[value if false] yϋȋ͝ϋ͝ǡ̾E3̾ǡ̾BC̾Ȍ "-" DzE3dz yϋȋ͝ϋ͞ǡ̾E3̾ǡ̾BC̾Ȍ "-" DzBCdz y3"" ... A͝ ...- Dz͞͠dz ySuppose A2 wants to show the value in A1, but only the value is divisible by 11, otherwise leave blank y=IF(MOD(A1,11)=0,A1,"")Created by George Zhao41
Nested =IF()
y3"" ... A͝ ...- Dz͞͠dz yIn cell A2, type =IF(MOD(A1,2)=0,IF(MOD(A1,3)=0,"DIVBY 6","DIV BY 2"),"NOT DIV BY 2")
yIf divisible by 2: yIf not divisible by 2: yChange the value in A1 and see the resultCreated by George Zhao42
=IFERROR() y=IFERROR([normal value], [value if error]) yFor B23 cell for example, we want =IFERROR(PERCENTRANK(B$1:B$20,$A32),"Out ofRange")
yReturn PERCENTRANK(B$1:B$20,$A32) to B23 cell, but -- "- """ǡ "-" DzC- 2dz
insteadCreated by George Zhao43
=IFERROR() vs. =IF() yLogically, =IFERROR(PERCENTRANK(B$1:B$20,$A32),"Out ofRange") is essentially this:
=IF(PERCENTRANK(B$1:B$20,$A32)=#N/A,"Out ofRange")
yPERCENTRANK(B$1:B$20,$A32) immediately throws ySo =IFERROR() is the only way to trap that errorCreated by George Zhao44
=IFERROR() vs. =IF() y=IFERROR() is also much cleaner ySuppose in cell row 39, we want to display sum of rows1 through 20
instead of the actual sum yIn B23 cell: =IF(SUM(B1:B20)<1000,"< 1000",SUM(B1:B20))Created by George Zhao45
=SUMIF() yIn the previous example, output changed depending on the final output yIf the total final out is less than 1000, display the string yWhat if we want conditions for each entry? yIn row 40, sum the entries of rows of 1 to 20, but only each individual entry is greater than 70Created by George Zhao46
Criteria
yBoolean condition within quotation marks yExamples: y - ͜͜͝ǣ Dzώ͜͜͝dz y - ͜͜͝ǣ Dzϋ͜͜͝dz y yy - " - ͜͜͝ǣ Dzώϋ͜͜͝dz
y=SUMIF(B1:B20, ">70") in this scenario