Lucky IT Skills
Lucky IT Skills
PROJECT FILE
ON
“IT SKILLS LAB-2”
Academic Session:
(2023-2025)
Certificate
Mr. Piyush
Date: Signature of the Faculty Guide
TABLE OF CONTENTS
Assignment 1:
Pivot Table 1-7
Analyzing Data using goal seek and solver.
Assignment 2:
Scenarios
Create named Scenarios. 8-10
Show, Edit, Delete Scenarios.
Creating Scenario summary report.
Assignment 3:
Validation and Auditing.
Set, edit validation criteria for data entry in a cell range like: 11-15
whole number, decimal, list, date, time.
Trace precedent and dependents.
Assignment 4:
Macros.
Creating Macros.
16-20
Defining Macro Buttons
Assignment 5:
Creating and formatting charts.
Understanding chart types.
Differentiate between different charts.
21-29
Create combination charts like: column and line, column and
area.
Assignment 6:
Column Chart.
Bar Chart.
Line Chart.
Pie Chart. 30-37
XY Scatter Chart.
Area Chart.
Surface Chart.
Bubble Chart.
List of Figure
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Figure 23..............................................................................................................................................37
ASSIGNMENT-1
PIVOT TABLE
Meaning:
A pivot table is a powerful tool in data analysis, especially useful for summarizing, sorting,
reorganizing, grouping, counting, totalling, or averaging data stored in a table. It allows you
to transform large datasets into meaningful summaries and insights.
Rows Area: Drag the fields you want to group by into the Rows area.
Columns Area: Drag fields to categorize your data horizontally.
Values Area: Drag fields that contain numerical data you want to summarize.
Filters Area: Drag fields here to be able to filter your data interactively.
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Example:
Figure 1
Steps to Create a Pivot Table:
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Resulting Pivot Table:
Figure 2
Region (All)
A 600
B 750
Figure 3
Total
800
700
600
500
Total
400
300
200
100
0
A B
Figure 4
7
Pivot tables are versatile and can be used for a variety of data analysis tasks, making them an
essential tool for anyone working with large datasets in Excel. If you need more specific help
with creating a pivot table, feel free to ask!
Goal Seek and Solver are two powerful tools in Excel for performing what if analysis,
helping you make data driven decisions by setting specific objectives and finding the required
inputs to achieve them. Here's a detailed guide on how to use each tool:
Goal Seek:
Goal Seek is used to find the input value needed to achieve a specific goal for a formula. It is
particularly useful for simple scenarios where you need to adjust one variable to reach a
target value.
Ensure your data is organized in a way that includes the formula you want to adjust.
2. Example Scenario:
Suppose you have the following data and you want to find the sales price that will
result in a total revenue of $10,000
The formula for Total Revenue is: = Units Sold * Price per Unit
Figure 5
8
3. Use Goal Seek:
Set cell`: The cell containing the Total Revenue formula (e.g., C2).
To value`: The target value you want (e.g., 10000).
By changing cell`: The cell you want to adjust (e.g., B2).
Click `OK`. Excel will adjust the Price per Unit to meet your target Total
Revenue.
Figure 6
9
Solver:
Solver is a more advanced tool that allows for the optimization of multiple variables to meet a
set of constraints. It can be used for complex scenarios such as linear programming, nonlinear
optimization, and more.
Organize your data, including all relevant variables, constraints, and objective
functions.
2. Example Scenario:
Suppose you want to maximize profit, given constraints on production capacity and
budget.
Figure 7
3. Set Up Constraints:
Constraints might include total production capacity (e.g., Units Produced ≤ 1000)
and budget limitations.
4. Use Solver:
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In the Solver Parameters dialog box:
Set Objective`: The cell containing the Total Profit formula (e.g., D5).
To`: Select `Max` to maximize the objective.
By Changing Variable Cells`: Select the cells you want to adjust (e.g., B2:B3).
Subject to the Constraints`: Add constraints by clicking `Add`. For example:
B2 + B3 <= 1000` (production capacity)
Budget constraint (if applicable
Click `Solve. Solver will adjust the Units Produced for each product to maximize the Total
Profit while satisfying the constraints.
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ASSIGNMENT-2
Scenarios in Excel are part of the What-If Analysis tools that allow you to create and save
different sets of values (scenarios) for your data and then switch between these scenarios to
see how they affect the results. This is particularly useful for comparing different strategies or
plans without altering the actual data.
Prepare a spreadsheet with the data you want to analyse. For example, let's say you are
analysing a company's budget with variables for sales, costs, and profits.
Figure 8
In this example:
A2 is Sales.
A3 is Costs.
A4 is Profit calculated as Sales minus Cos
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2. Add a Scenario:
Repeat the steps to add more scenarios (e.g., "Worst Case" and
"Expected Case").
Input different values for each scenario.
1. Show Scenarios:
In the Scenario Manager, select a scenario and click `Show` to see how
it changes the results in your worksheet.
Switch between different scenarios to compare results.
1. Generate a Summary:
Excel will create a new worksheet with a summary of all scenarios, showing the different
values and their impact on the results.
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Example Scenarios:
1. Best Case:
Sales: 70000
Costs: 25000
2. Worst Case:
Sales: 40000
Costs: 35000
3. Expected Case:
Sales: 50000
Costs: 30000
Figure 9
Using scenarios helps you understand the range of possible outcomes and prepares you for
various future conditions, making it a valuable tool in any analytical toolkit.
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ASSIGNMENT-3
Data Validation
Data validation is a powerful feature in Excel that ensures users enter valid data into cells. It
can prevent data entry errors by restricting the type of data that can be entered.
Here's how you can set and edit validation criteria for various data types:
Set: Select the cell or range where you want to apply the validation.
Go to the `Data` tab.
Click on `Data Validation` in the `Data Tools` group.
In the `Settings` tab, choose `Whole number` from the `Allow` drop-down.
Set the criteria (e.g., between 1 and 100).
Edit: To change the criteria, repeat the steps above and adjust the values.
2. Decimal Validation:
3. List Validation:
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4. Date Validation:
5. Time Validation:
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Trace Precedents and Dependents
Tracing precedents and dependents is crucial for understanding the flow of data and formulas
in your worksheet.
Trace Precedents
Trace Precedents shows you which cells affect the value of the currently selected cell.
1. Trace Precedents:
Trace Dependents
Trace Dependents shows you which cells are affected by the value of the currently selected
cell.
1. Trace Dependents:
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Example Scenario:
Let's consider a scenario where we have a sales data entry form with the
following fields:
Figure 10
Trace Precedents: Select a cell with a formula (e.g., Total Sales), click `Trace
Precedents` to see all cells that contribute to this formula.
Trace Dependents: Select a key input cell (e.g., Quantity Sold), click `Trace
Dependents` to see all cells that are affected by changes in this input.
Summary
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Data Validation
Helps maintain data integrity by restricting data entry to specific criteria.
Trace Precedents
Shows which cells affect a particular cell's value.
Trace Dependents
Shows which cells are affected by a particular cell's value.
These tools are essential for ensuring accurate data entry and understanding the relationships
within your data, making your analysis more reliable and easier to manage.
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ASSIGNMENT-4
Macros
Macros in Excel are a powerful way to automate repetitive tasks, increase efficiency, and
reduce the risk of errors. They are created using Visual Basic for Applications (VBA), a
programming language for Excel and other Office applications.
Creating Macros:
1. Start Recording:
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3. Perform the Actions:
Perform the actions you want to automate. Excel will record these steps.
4. Stop Recording:
In the VBA editor, find your macro in the `Modules` folder under your workbook.
Edit the VBA code to fine-tune your macro or add additional functionality.
3. Stop Recording:
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Defining Macro Buttons
Creating a button to run a macro makes it easy to execute the macro without needing to
remember a shortcut key or navigate through the menu.
2. Insert a Button:
After drawing the button, the `Assign Macro` dialog box will appear.
Select the macro you recorded (e.g., `Format Cells`).
Click `OK`.
Right-click the button and choose `Format Control` to adjust the appearance.
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Example: Creating and Assigning a Macro Button
1. Record a Macro:
2. Insert a Button:
Right-click the button, choose `Edit Text`, and change the text to "Format Cells".
Optionally, right-click and choose `Format Control` to customize the appearance.
Summary
Using macros and macro buttons can significantly enhance your productivity in Excel by
automating common tasks and making them easily accessible.
Figure 11
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Figure 12
Figure 13
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ASSIGNMENT-5
Creating and formatting charts in Excel is essential for visually representing data. Excel
offers a variety of chart types, each suitable for different kinds of data analysis.
Understanding the differences between these charts helps in selecting the most appropriate
one for your data.
Highlight the data range you want to chart. Ensure you include headers for labels.
2. Insert Chart:
Formatting Charts
Click on the chart to select it. Chart Tools will appear in the Ribbon.
Chart Title: Click the chart title to edit. You can format it using the `Home` tab.
Axes Titles: Add and format axes titles from the `Chart Elements` button (plus icon)
next to the chart.
Legend: Add, remove, or position the legend using the `Chart Elements` button or
the `Design` tab.
Data Labels: Add and format data labels to show values directly on the chart.
Gridlines: Add or remove gridlines for better readability.
Design Tab: Change chart type, save as a template, switch rows/columns, and select
different chart layouts and styles.
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Format Tab: Customize the appearance, including shape styles, word art, and
arranging elements.
Different chart types are suited for different kinds of data and analysis.
1. Column Chart:
2. Line Chart:
3. Pie Chart:
4. Bar Chart:
5. Area Chart:
6. Scatter Plot:
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Differentiating Between Different Charts
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Creating Combination Charts
Combination charts combine two different chart types to highlight different types of
information within the same chart.
Go to `Insert` > `Insert Column or Bar Chart` and select a column chart.
If the data series have different value ranges, use a secondary axis.
Right-click the line series and select `Format Data Series`.
Check the box for `Secondary Axis`.
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Example: Column and Line Combination Chart
In this example, we'll create a combination chart that displays monthly sales data using both
columns and a line to show a trend.
Step-by-Step Guide:
Figure 14
Right-click on any of the columns in the chart (make sure the chart is selected).
Select `Change Series Chart Type`.
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In the `Change Chart Type` dialog box, select `Line` for the Sales series.
Keep `Column` for the Month series.
Click `OK`.
Format your chart as needed: add titles, adjust axis labels, and legend position to
enhance readability.
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Creating a Column and Area Combination Chart
1. Select Your Data:
Go to `Insert` > `Insert Column or Bar Chart` and select a column chart.
If the data series have different value ranges, use a secondary axis.
Right-click the area series and select `Format Data Series`.
Check the box for `Secondary Axis`.
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Example: Column and Area Combination Chart
In this example, we'll create a combination chart that uses columns to represent monthly
expenses and an area chart to show cumulative expenses over time.
Step-by-Step Guide:
Assume we have the following data for monthly expenses and cumulative expenses:
Figure 15
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4. Change Chart Type for Series:
Right-click on any of the columns in the chart (make sure the chart is selected).
Select `Change Series Chart Type`.
In the `Change Chart Type` dialog box, select `Area` for the Cumulative Expenses
series.
Keep `Column` for the Expenses series.
Click `OK`.
Format your chart as desired: add titles, adjust axis labels, and legend position to
improve clarity.
Summary
Creating and Formatting Charts: Select data, insert chart, and use Chart Tools for
customization.
Understanding Chart Types: Choose the right chart based on the data and the type
of analysis needed.
Differentiating Between Charts: Understand the specific use cases and differences
between chart types.
Creating Combination Charts: Combine different chart types (e.g., column and line)
for a more comprehensive view of the data.
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ASSIGNMENT-6
CHARTS:
1. Column Chart
2. Insert Chart: Go to `Insert` > `Column Chart` and choose a subtype (e.g., Clustered
Column).
3. Format: Adjust chart elements like titles, axes, and colors as needed.
Figure 16
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2. Bar Chart
Use: Similar to column charts but with horizontal bars, useful for comparing data
across categories where category names are long.
Example: Comparison of sales performance across different regions.
2. Insert Chart: Go to `Insert` > `Bar Chart` and choose a subtype (e.g., Clustered Bar).
Figure 17
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3. Line Chart
Use: Display trends over time or show continuous data.
Example: Stock price over a period of months.
2. Insert Chart: Go to `Insert` > `Line Chart` and choose a subtype (e.g., Line with
Markers).
Figure 18
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4. Pie Chart
Use: Show proportions of a whole, where each slice represents a category's share.
Example: Market share distribution of different products.
2. Insert Chart: Go to `Insert` > `Pie Chart` and choose a subtype (e.g., 3D Pie).
3. Format: Explode slices, add data labels, and adjust chart layout as needed.
Figure 19
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5. XY Scatter Chart
Use: Display relationships between numerical values, where each point represents a
set of values.
2. Insert Chart: Go to `Insert` > `Scatter` and choose a subtype (e.g., Scatter with Straight
Lines).
3. Format: Add trendlines, customize markers, and adjust axes for better visualization.
Figure 20
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6. Area Chart
Use: Show trends over time while emphasizing the magnitude of change.
Example: Quarterly revenue growth.
2. Insert Chart: Go to `Insert` > `Area Chart` and choose a subtype (e.g., Stacked Area).
3. Format: Adjust fill colors, add data labels, and format axes.
Figure 21
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7. Surface Chart
Use: Visualize a three-dimensional surface over a set of data points.
Example: Temperature variations across geographical locations.
2. Insert Chart: Go to `Insert` > `3D Surface` and choose a subtype (e.g., Surface).
3. Format: Adjust the rotation, perspective, and shading options to enhance visibility.
Figure 22
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8. Bubble Chart
Use: Show relationships between sets of data with three dimensions: X-axis, Y-axis,
and bubble size.
Example: Compare countries based on GDP (X-axis), Population (Y-axis), and
Economic Growth (Bubble Size).
1. Select Data: Highlight the data range including headers (X-axis values, Y-axis values,
Bubble size values).
2. Insert Chart: Go to `Insert` > `Bubble Chart` and choose a subtype (e.g., Bubble with 3D
effect).
3. Format: Adjust bubble sizes, add data labels, and format axes to enhance clarity.
Figure 23
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