Excel 201

Advanced Skills

This presentation is solely for the use of ZS Associates personnel. No part of it may be circulated, quoted or reproduced for distribution outside of ZS Associates without prior written approval of ZS Associates.

ZS Associates 609.419.3800 Tel www.zsassociates.com

Required Materials

Please ensure you have the Excel 201 training materials on your computer
Training materials for this session may have already been loaded on your laptops If not, download all files from:
[ENTER PATH HERE]

For all exercises, refer to Excel 201 Exercises v1.0.xls Solutions can be found in Excel 201 - Solution v1.0.xls

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Introduction

Agenda
Introduction Concepts to Improve Workbook Usability Advanced Functions and Formulae Advanced Defined Names 5 min 45 min 45 min 30 min

Controls
Array Formulae

30 min
30 min

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Introduction

Excel 201 is designed to enhance and expand your Excel skills

Excel 201 is designed to enhance your Excel skills through powerful formulae and functionality At the end of this course, you will be able to: Work more efficiently in Excel by using advanced functionalities Perform powerful analysis in Excel by understanding a wider range of options available to you Develop more dynamic Excel tools through the use of advanced formulae and functions Create user-friendly Excel workbooks by incorporating dynamic ways to interact with data

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Introduction

Agenda
Introduction Concepts to Improve Workbook Usability Advanced Functions and Formulae Advanced Defined Names 5 min 45 min 45 min 30 min

Controls
Array Formulae

30 min
30 min

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Workbook Concepts

Conditional Formats change the appearance of a cell to reflect the value it contains
When dealing with large amounts of data, it can be helpful to highlight records that meet certain criteria

Example: Highlight Sales greater than $300

Cell formats can be specified using your customized toolbars or the cell properties menu Can be used to highlight values that meet certain criteria (e.g. outliers)

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Workbook Concepts

Advanced uses of conditional formats allow for multiple formats and multiple conditions A formula can be used instead of the cell value to take advantage of relative references or worksheet functions
If the formula evaluates to TRUE, the formatting will be applied

Multiple conditions can be used to create different conditional formats

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Workbook Concepts

Data Validation restricts the possible values of a cell to a given list or range
The list option of Data Validation can be used as a simple version of a drop down box.
Customized Alerts

Type of Criteria Criteria

e.g. Can be useful to ensure client enters appropriate data

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Workbook Concepts

Worksheet protection can be used to prevent changes to all or part of a worksheet

Both a worksheet and the individual cells must have protection enabled (locked) to prevent changes from being made

To lock a worksheet intended for client use: Step 1: Unlock cells that users should be able to edit Step 2: Lock the worksheet
Passwords can be required to unlock the worksheet Worksheet passwords are not secure!

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Workbook Concepts

Workbook protection can be used to limit access to the workbook or changes to its structure

Workbook protection can be used to require a password to open a workbook or save changes to a workbook

Password to open Password for write access

Other workbook protection options can be found in Tools > Protection ([Alt]+T, P)

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Workbook Concepts

ZS has been hired by ABC Pharma to set product sales goals for each geography in their sales force
ABC Pharma has a single product with access to accurate and reliable account level product and market sales data They would like to use a goal based plan for their sales forces IC plan
In a goal based plan, the field gets a bonus proportional to their goal attainment Attainment is calculated by dividing sales by the goal

Situation

Complication

ABC pharmas product is very mature and they would like their goals to be based 90% on the previous years product sales and 10% on each geographys untapped potential
How can we best design and create an excel workbook to calculate their goals?

Question

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Workbook Concepts

After completing these exercises, you will understand the inputs to ABC Pharmas goal setting process Review the inputs on the Inputs worksheet and review the raw account level sales data on the Raw Account Sales Data worksheet Complete the tasks 1 5 listed on the Exercises worksheet

After completing the exercises in this section, you should understand data validation, formula auditing, named ranges and conditional formatting
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Functions and Formulae

Agenda
Introduction Concepts to Improve Workbook Usability Advanced Functions and Formulae Advanced Defined Names 5 min 45 min 45 min 30 min

Controls
Array Formulae

30 min
30 min

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Functions and Formulae

We will discuss a few advanced features that provide functionality beyond what was covered in Excel 101
Function
VLOOKUP HLOOKUP MATCH INDEX OFFSET INDIRECT ADDRESS ROW COLUMN

Syntax
VLOOKUP(Lookup value, Lookup table, Offset, Type) HLOOKUP(Lookup value, Lookup table, Offset, Type) MATCH (Lookup value, Lookup range, Type) INDEX (Index range, Row, Column) OFFSET (Reference, Rows, Columns, Height, Width) INDIRECT(Reference) ADDRESS(Row_num, Col_num) ROW(Reference) COLUMN(Reference)

Comments
Searches for a value in the leftmost column of a table, and then returns a value in the same row from the column specified Searches for a value in the topmost row of a table, and then returns a value in the same column from the row specified Returns the relative position of an item in an array that matches a specified value in a specified order Returns a value or the reference to a value from within a table or range Returns a range of specified Height and Width, which is located a specific number of Rows and Columns from the stated reference Returns the value in the cell which is specified by the stated reference Returns the address of the cells whose row and column numbers are used as parameters Returns the row number of a reference Returns the column number of a reference

SUMIF
COUNTIF RANK SUMPRODUCT TRANSPOSE FREQUENCY TABLE
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SUMIF(range, criteria, sum_range)

COUNTIF(range, criteria) Rank(Number, Ref, [Order]) SUMPRODUCT(array1,array2,array3, ...) TRANSPOSE(Source Range) FREQUENCY(data_array, bins_array) TABLE(Input1,Input2)

Adds the cells specified by a given criteria

Counts the number of cells within a range that meet the given criteria Returns the rank of a value within a specified range of values Multiplies corresponding components in the given arrays, and returns the sum of those products Returns a vertical range of cells as horizontal, or vice versa Calculates how often values occur within a range of values, and then returns a vertical array of numbers Used to perform sensitivity analysis on one and two variable tables 14
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Functions and Formulae

SUMIF() and COUNTIF() functions can be used to aggregate data to a desired level
Aggregate functions helps allow the same dataset to be used for different analyses These functions are preferred over Pivot tables as they eliminate the refresh task

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Functions and Formulae

Use the rank function to determine a values size relative to others in a list
A 1 2 3 4 5 6 7 Territory A B C D Sales ($MM) 2.1 1.7 3.0 1.8 B C D E

Rank formula to use in column D

=RANK(C3,C$3:C$6,0) =RANK(C4,C$3:C$6,0) =RANK(C5,C$3:C$6,0) =RANK(C6,C$3:C$6,0)

Sales Rank 2 4 1 3

Returns the rank of a number in a list of numbers Syntax: RANK(number,ref,order)

Number is the number whose rank you want to find. Ref is an array of, or a reference to, a list of numbers Order is a number specifying how to rank number. Use 0 (zero) for descending order and 1 (or any nonzero value) for ascending order

After using the rank function, use other functions such as index and match to quickly produce tables for a given attribute listing the top or bottom items in a list
A 11 12 13 14 15 16 17
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B Sales Rank 1 2 3 4

Index-Match formula to use in column C

=INDEX(B$3:B$6,MATCH(B13,$D$3:$D$6,0)) =INDEX(B$3:B$6,MATCH(B14,$D$3:$D$6,0)) =INDEX(B$3:B$6,MATCH(B15,$D$3:$D$6,0)) =INDEX(B$3:B$6,MATCH(B16,$D$3:$D$6,0))
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Territory C A D B

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Functions and Formulae

The OFFSET function is used to return a value or range of values based on location inputs
OFFSET (Reference, Rows, Columns, Height, Width) Returns a range of specified Height and Width, which is located a specific number of Rows and Columns from the stated reference

If the Reference is a range of cells, the offset is counted from the upper left corner of the Reference range.
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Functions and Formulae

TRANSPOSE can be used to normalize or denormalize data

TRANSPOSE(Source Range) Returns a vertical range of cells as a horizontal range, or vice versa Example:

TRANSPOSE() is different from pasting values; like any other function, it dynamically updates values when the underlying data changes

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Functions and Formulae

FREQUENCY can be used to quickly create histograms

FREQUENCY(data_array, bins_array) Highlight entire column when entering formula
69 26 14 49 29 19 76 9 64 18 51 28 12 7 12 78 9 7 84 80 data_array: 68 34 1 34 67 91 55 53 70 84 29 20 14 91 43 37 79 80 55 36 84 21 95 72 58 63 64 52 23 3 89 79 42 19 40 86 86 74 52 89 52 79 6 79 6 21 74 52 48 58 35 55 79 46 81 95 70 52 1 6 bins_array: 10 20 30 40 50 60 70 80 90 100 Frequency: 10 8 7 6 5 12 8 12 8 4

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Functions and Formulae

One and two-variable data tables can be used to easily perform sensitivity analysis on a complicated model
A 1 2 3 4 5 6 7 B mROI Forecast ($MM) Cost / PDE C 25% 550 110 D E F G H I J K L M

Complicated Sizing Model

Optimal Size 144

Example: To enter the formula

10 11 12 13 14 15 16 17 18
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select the entire table (C12:G17) On the Data menu, click Table In the Row input cell box, enter the reference to the input cell for the input values in the row (C4) In the Column input cell box, enter the reference to the input cell for the input values in the column (C2) Click OK
A B D E F G H Optimal Size Forecast ($MM) =L4 525 550 575 600 0% 25% 50% {=Table(C4,C2)} 75% 100% C A B
10 11 12 13 14 15 16 17 18

144 0% 25% 50% 75% 100%

D E F G H Optimal Size Forecast ($MM) 525 550 575 600 147 154 162 171 138 144 151 159 129 134 140 147 120 124 129 135 111 114 118 123

Note: this formula is not an array formula (even though it will appear with brackets). It must be entered using the data table prompt 20

mROI

mROI

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Functions and Formulae

We will also discuss how IS functions can be used to check results, and improve the appearance of workbooks IS functions check the type of the parameters and return TRUE or FALSE The IS functions are useful in formulae for testing the outcome of a calculation
Function
ISBLANK ISERR ISERROR ISLOGICAL ISNA ISNONTEXT ISNUMBER ISREF ISTEXT

Syntax *
ISBLANK(value) ISERR(value) ISERROR(value) ISLOGICAL(value) ISNA(value) ISNONTEXT(value) ISNUMBER(value) ISREF(value) ISTEXT(value) An empty cell. Any error value except #N/A.

Tests for

Any error value (#N/A, #VALUE!, #REF!, #DIV/0!, #NUM!, #NAME?, or #NULL!). A logical value. The #N/A (value not available) error value. Any item that is not text. (Note that this function returns TRUE if value refers to a blank cell.) A number. A reference. Text.
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Functions and Formulae

ISERROR can be used to make cleaner workbooks

ISERROR(Value) Value is the value you want tested Example:
Referencing blanks in a formula returns an error.

To avoid error messages we can use IF(ISERROR(Sales/Reps), ,Sales/Reps).

This is an example of on IS function. Other functions can be used in different situations

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Functions and Formulae

Lets use functions and formulae to calculate each territorys goal

Complete the exercises 6 13 listed on the Exercises worksheet Calculate each territorys previous year product sales and market sales Calculate each territorys goal by adding the historical portion and untapped potential portion of each territorys goal Create ranks for territories based on their total goal and also their required growth rate A territorys required growth rate is their goal divided by their previous year product sales minus 1 Goal Required Growth Rate = Previous Year Product Sales -1

After completing the exercises in this section, you will have successfully set the goals for each of ABC Pharmas territories

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Advanced Defined Names

Agenda
Introduction Concepts to Improve Workbook Usability Advanced Functions and Formulae Advanced Defined Names 5 min 45 min 45 min 30 min

Controls
Array Formulae

30 min
30 min

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Advanced Defined Names

Defined Names are more powerful than cell references

Simplify formulae Create more robust analyses

Design tools that are not dependent on a fixed amount of data

Build graphs that automatically resize themselves to cover all of (and no more than) your data

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Advanced Defined Names

We can use OFFSET() for resizing named ranges

To create self-resizing named ranges we can combine COUNTA() and OFFSET() in Define Name window

Use offset to define the named range!

Dynamic named ranges update when the length of an array changes.

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Advanced Defined Names

Addressing functions can create dynamic ranges that resize themselves

Addressing functions take advantage of Excels tabular structure Cells can have an address (A1:C1) or a name (myData) Worksheets also have names (Sheet1)
Sum(Sheet1!$A$1:$A$4)

Worksheet Name

! (Separator)

Range Name

ADDRESS() will help identify the location name used by Excel INDIRECT() will help you use names that have been defined ROW() / COLUMN() return the number of a row or column
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Advanced Defined Names

ADDRESS returns the location of a cell

ADDRESS(Row_num, Col_num) is a powerful addressing function in Excel that lets us use our knowledge of how a spreadsheet is designed Example: ADDRESS(1,2) returns $B$1

2nd Column

1st Row

= ADDRESS(1,2)
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Advanced Defined Names

INDIRECT uses a location or named range to return a stored value

We can use INDIRECT() when we want to change the reference to a cell within a formula without changing the formula itself.

Example:
Named Range MDs Named Range Details
= SUM(INDIRECT(C1))

= SUM(INDIRECT(B1))

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Advanced Defined Names

Formulae can provide added functionality when used as a defined name

The cell reference and dimensions of a dynamic named range are functions of the value of some other cell(s) in the workbook

Enter a formula instead of a reference.

While it is important to be aware of this functionality in case you encounter it, we recommend that you do NOT use it; it makes workbooks very difficult to understand
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Advanced Defined Names

Use relative references with defined names to create custom functions

Example:

= MySum

We can define a named range called MySum that sums the range given in Refers to:

The same function can be used to calculate the total number details.

While it is important to be aware of this functionality in case you encounter it, we recommend that you do NOT use it; it makes workbooks very difficult to understand
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Advanced Defined Names

Lets make our workbook more dynamic by replacing some of the static named ranges with dynamic ones Complete exercise 14 listed on the Exercises worksheet of the goal setting workbook Delete the named ranges on the worksheet Raw Account sales Data Replace them with dynamically defined named ranges
Use the offset and counta functions in the named range definition

In future goal setting cycles, if the number of accounts changes, the goal setting workbook will now calculated territory level sales correctly!
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Controls

Agenda
Introduction Concepts to Improve Workbook Usability Advanced Functions and Formulae Advanced Defined Names 5 min 45 min 45 min 30 min

Controls
Array Formulae

30 min
30 min

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Controls

Controls are great for building Excel tools

What are controls? Controls are elements on a worksheet that the user can interact with There are 2 types of controls Forms Control Toolbox (ActiveX controls) To access Forms Select View > Toolbars > Forms to bring up the controls toolbar Control formatting options are available by rightclicking on the control

ActiveX controls provide many more options than Forms. But, sufficient care must be taken as ActiveX controls are sometimes unstable.
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Controls

Excel provides the user with various types of Controls

Drop Down Box

List Box

Option Button

Group Boxes

Check Box

Button

Text Box or Label

Spinner

Scroll Bar

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Controls

Controls interact with the spreadsheet via cell links

1. The drop-down control takes an input range, from which the user can select one item
1
The input range is defined under the Control tab of the Format Control dialog box

2. Based on the users selection, the control outputs a result to the cell link

The cell link is designated under the Control tab in the Format Control dialog box

named ranges

3. Use INDEX() to find the matching data

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Controls

The Drop Down/Combo Box and List Box allow the user to select from a pre-defined list
Functionality: Drop Down/Combo and List Boxes The item selected is highlighted and displayed in the text box The control returns a value representing the position of the selected Drop Down Box List Box item

When to use which ? Drop Down/Combo Boxes requires less space on the worksheet The List Box provides faster access Control Properties INPUT RANGE CELL LINK DROP DOWN LINES SELECTION TYPE
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Controls

Option Buttons and Check Boxes are used to select multiple or a single option within a group
Functionality
Both allow for a choice to be turned off/on Return a value related to the choice selected Group Boxes Option Button Single Selection: Selecting one button will deselect any others The # of the button checked Tell Excel which buttons work together Format options for the user Check Box Mutliple Selections: Boxes are independent Value for each box Format options for the user

Check Box

Group Box Option Buttons

Control Properties VALUE CELL LINK

Multiple sets of Option Buttons on the same worksheet be in a Group Box or they will ALL be linked together

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Controls

Scroll Bars and Spinners are linked to a cell or a text box to manipulate the values inside
Functionality: Scroll Bar and Spinner Adjust the value of a cell (cell link) from a range of integer values Spinner Scroll Bar

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Control Properties CURRENT VALUE MINIMUM VALUE MAXIMUM VALUE INCREMENTAL CHANGE PAGE CHANGE CELL LINK
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Controls

Buttons, Labels, Text Boxes, and AutoShapes can initiate the execution of VBA code and can display cell contents
Button Label Text Box AutoShape
Show Graph

Functionality An advantage of displaying data in a control versus a cell is the ability to freeze the size, position and format of the control regardless of what happens on the rest of the worksheet. They do not pass a value back to a cell They do not have a Control tab on the Format Control dialog box.

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Controls

Capabilities of Controls can be further enhanced by assigning Macros

A Macro can be executed from the Macro dialog box Macros assigned to controls will execute every time the control is used Macros can also be recorded using the record Macro functionality

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Controls

Improve the user interface of a workbook by replacing some of the inputs cells with forms and/or controls Complete exercise 15 listed on the Exercises worksheet of the goal setting workbook Replace the input cells for maximum achievable share and the % of goal based on history with horizontal scroll bar forms Set appropriate minimum, maximum, and increment values for the scroll bars

Forms and controls can make it easy for users to refine workbook inputs

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Array Formulae

Agenda
Introduction Concepts to Improve Workbook Usability Advanced Functions and Formulae Advanced Defined Names 5 min 45 min 45 min 30 min

Controls
Array Formulae

30 min
30 min

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Array Formulae: Introduction

Array formulae allow for more complex calculations

An array is a collection of cells or values that is operated on as a group
Array functions Perform the same task on each cell of an input array Return multiple values We use array formulae all the time SUM and COUNT functions summarize data in ranges

Array formulae are a powerful feature of Excel that can be used to summarize lists of data by operating on each cell in an array

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Array Formulae: Introduction

Array formulae are very powerful formulae that also provide flexibility in designing Excel tools

A combo box is utilized to display different region choices

The offset worksheet function is used with array formulae to show territories in the selected region

The values get updated automatically when data is refreshed convenient when data refresh happens often There is only one table to deal with easy to expand to accommodate additional columns
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Array Formulae: Concepts

An array formula can perform multiple calculations

Entering an array formula Type the array formula in the formula box Press CTRL + SHIFT + ENTER

When using multi-cell array formulae, all single-cell references are treated as absolutes In the example below, a multi-cell array formula is entered while selecting cells A2 to B2. The same value will result in all cells, because the reference to A1 is treated as an absolute
A 1 2 3 4 5 10 20 20 B 25 20 35 C 82 20 92

= { A1 + 10 } = { A1:C1 + 10 }

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Array Formulae: Binary Logic

We can use the binary logic shortcuts instead of writing out the IF() function
Comparison operators like < , > result in a TRUE or FALSE (Boolean) reply
A 5 B 10 = (A>B) FALSE = (A<B) TRUE = (A=B) FALSE

To convert Boolean (True/False) values to Binary (1/0) values that can be used in other calculations, multiply the result by 1 True * 1 = 1 False * 1 = 0
A 5 B 10 = (A>B)*1 = (A<B)*1 = (A=B)*1 0 1 0

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Array Formulae: Binary Logic

Using binary logic with array formulae allows you to create advanced formulae with multiple criteria The AND operator can be simulated with multiplication ( * )
X 0 0 1 1 AND Y 0 1 0 1 X AND Y FALSE FALSE FALSE TRUE

X 0 0 1 1

AND Y 0 1 0 1

X*Y 0 0 0 1

The OR operator can be simulated with addition ( + )

X 0 0 1 1 OR Y 0 1 0 1 X OR Y FALSE TRUE TRUE TRUE
X 0 0 1 1 OR Y 0 1 0 1 X+Y 0 1 1 2

Note: There is no direct arithmetic operator that is equivalent to the NOT operator
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Array Formulae: Appropriate Use

Array formulae are appropriate in many, but not all situations

Can increase complexity of work / Black-Box effect Calculation time can increase dramatically Easily broken Requirements of array formula components to be the same size Limitations of multi-cell array editing

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Advanced Functions and Formulae

ZS will also set district and regional goals and provide several territory goal summaries for ABC Pharma Complete exercises 16 - 24 listed on the Exercises worksheet of the goal setting workbook Calculate district and region historical product and market sales Use advanced conditional formatting to highlight territories with the highest goals or growth Use the frequency function to create a histogram Use index, match, and indirect to fill in values inside summary tables

Using advanced functions and formulae gives your workbooks tremendous power and flexibility!
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Appendix

Appendix A
Keyboard Shortcuts

Appendix

Keyboard shortcuts
F1 F2 F3 F4 F5 F6 F7 F8 F9 F10 F11 F12 Alone Help Formula Bar Paste Refer/Repeat Goto Next Pane Check Spelling Extend Toggle Calculate Menu Bar New Chart Save As Shift+ Context Help Edit a Cell Note Function Wizard Find Next Find Previous Pane Add Mode Toggle Calculate Sheet Shortcut Menu New Worksheet Save Ctrl+ Show Info Window Define Name Close Restore Next Window Move Size Minimize Workbook Maximize Workbook Excel 4 Macro Sheet Open Ctrl+Shift+ Alt+ F11 F12 Exit

Create Names Find Previous Prev Window

Print

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Appendix

Keyboard shortcuts (cont.)

Editing Ctrl C Ctrl Ins Ctrl X Shift Del Ctrl V Delete Ctrl + Ctrl Workbook Ctrl N Ctrl O Ctrl P Ctrl S Ctrl W Ctrl Pg Up Ctrl Pg Down Display Ctrl 7 Ctrl 8 Ctrl 9 Ctrl 0 Ctrl ( Ctrl ) Ctrl ` Copy Copy Cut Cut Paste Clear Insert Delete Highlight Section Ctrl A Ctrl Space Shift Space Ctrl Shift Space Ctrl / Ctrl * Ctrl } Ctrl ] Ctrl { Ctrl [ Ctrl ? Ctrl \ Ctrl | Alt ; Formatting Ctrl 1 Ctrl 2, Ctrl B Ctrl 3, Ctrl I Ctrl 4, Ctrl U Ctrl 5 Alt ' Ctrl & Ctrl _ Select Select Select Select Select Select Select Select Select Select Select Select Select Select All Column Row Worksheet Current Array Current Region All Dependents Direct Dependents All Precedents Direct Precedents Notes Row Differences Column Differences Visible Cells Formula Bar Ctrl ; Ctrl : Alt = Alt + Ctrl ' Ctrl " Alt Enter Ctrl Alt Tab Ctrl Del Ctrl Shift Del Other Ctrl F Ctrl H Ctrl G Ctrl Z Alt Bkspace Alt Enter Ctrl Y Ctrl R Ctrl D Ctrl Tab Ctrl Shift Tab

New Open Print Save Close Next Sheet in Workbook Prev Sheet in Workbook

Show/Hide Std Toolbar Show/Hide Outline Symbols Hide Selected Rows Hide Selected Columns Display Selected Rows Display Selected Columns Display formulas/values

Format Cells Bold Italic Underline Strike through Style Box Add Outline Border Remove All Borders

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Appendix

Appendix B
Adding drop-down menus to charts

Appendix

Adding Drop Down/Combo and List Boxes can be time intensive, but creates a dramatic effect Graphs with Drop Downs ease the presentation of multiple graphs: Present different scenarios in an easily accessible, uncluttered worksheet User can focus on what he/she wants Eliminates time necessary to scroll through multiple graphs When used effectively, creates a more appealing user interface Refer to an entire data range

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Appendix

To add Drop Down boxes to your graphs, prepare the underlying data first
Prepare the raw data table Create a table with columns for each of the pull-down boxes and the x- and y-axis values
Add a unique key by concatenating the pulldown box columns with the x-axis values
Unique Key A _1_1_0 A _1_1_1 A _1_1_2 A _1_1_3 A _1_1_4 A _1_1_5 Product Ventile Time Period A 1 1 A 1 1 A 1 1 A 1 1 A 1 1 A 1 1 P1E 0 1 2 3 4 5 Market Share # Doctors 8.61% 291 13.20% 352 17.46% 176 18.15% 122 15.36% 62 26.19% 41

Pull-down box values

Xaxis values

Yaxis values

Separately, create a list of unique values for each control

E.g. if one control will allow the user to select from a list of products create a unique list of products to use as the INPUT RANGE for the control

Prepare a final table to show the data for the graph well use INDEX/MATCH functions to fill in the table dependant on the users selections
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Appendix

Create a graph based on a final, fixed dimension data table

The final data table will use lookup formulae to assemble the data Create a unique list of the possible x-axis values Create an associated list of y-axis values in the next column
Use a lookup function to find the values associated with the x-values based on the values chosen from the pull-down boxes The unique key will serve as an index to pull information from the raw data table

Create the graph based on this final data table Changing the drop down boxes will update the data table and your graphs
P1E 0 1 2 3 4 5 Market Share 8.61% 13.20% 17.46% 18.15% 15.36% 26.19% # doctors 291 352 176 122 62 41 Product 1 A Cell designated as "Cell Link" Cell referenced to variable chosen with pull-down box

Xaxis values
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Yaxis values

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Appendix

Appendix C
Using dynamic ranges with graphs

Appendix

Graphs and charts can use Dynamic Ranges to ensure the correct scale is used to present data
Dynamic named ranges can be used to limit the cells in a named range only to nonempty cells Useful as inputs to graphs Ensures that the data range consists of only nonempty cells Changes the scale of the graph to exactly fit the data points

* For continuous data

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Appendix

Special settings are needed to use Dynamic Ranges in Charts

Select Chart | Source Data

Rather than entering cell references, enter Workbookname.xls!Rangename When the named range changes size, the data on which the graph is based also changes size.

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Appendix

Appendix D
Formula Auditing

Appendix

Use Formula Auditing features and F9 to troubleshoot complex formulae

Use precedents and dependents to trace data through a sheet Use Evaluate Formula to step through the parts of a formula

Highlight a section of a formula in the formula bar and hit F9 to see that portion of the formula evaluated

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Appendix

Appendix E
Background Information for Exercise

Workbook Concepts

Goal setting review how we will set goals for ABC Pharma
Analysis Approach
1
The sum of every territory goal should equal the national forecast Goal1 + Goal2 + Goal3 + + Goaln = ABCs national forecast Goal1(historical component) + Goal2(historical component) + Goal3(historical component) + + Goaln(historical component) = 90% * national forecast For example, if in the previous year territory 1 accounted for 3.2% of national sales, then: Goal1(historical component) = 90% * national forecast * 3.2%

2
90% of the national forecast will be allocated to every territory as the history portion of their goal based on each territorys proportion of the nations previous year product sales

3
10% of the national forecast will be allocated to every territory as the untapped potential (U.P.) portion of their goal based on each territorys proportion of the nations untapped potential Untapped potential in a given territory is found by subtracting the current product sales from the maximum achievable sales (M.A.S.) The maximum achievable sales (M.A.S.) are the market sales multiplied by the maximum achievable share
2009 ZS Associates

Goal1(U.P. component) + Goal2(U.P. component) + Goal3(U.P. component) + + Goaln(U.P. component) = 10% * national forecast U.P. = M.A.S. Current Product Sales For example, if in the previous year territory 1 had $1.2 MM in sales and has M.A.S. of $1.5 MM, then territory 1s untapped potential is $300K For example, market sales in territory 1 are $3.0 MM and the maximum acheivable share is 50%, so the maximum achievable sales are: $3.0 MM * 50% = $1.5 MM
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