Microsoft Office 2007
Excel Chapter 8
Formula Auditing, Data
Validation, and Complex
Problem Solving
Objectives
• Use formula auditing techniques to analyze a
worksheet
• Trace precedents and dependents
• Add data validation rules to cells
• Use trial and error to solve a problem on a
worksheet
• Use goal seeking to solve a problem
• Circle invalid data on a worksheet
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Objectives
• Use Excel’s Solver to solve a complex problem
• Password-protect a workbook file
• Use Excel’s Scenario Manager to record and save
different sets of what-if assumptions
• Create a Scenario Summary of scenarios
• Create a Scenario PivotTable
• Save a workbook for use in a previous version of
Excel
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Plan Ahead
• Analyze the formulas in the workbook to learn
about the workbook
• Establish data validation rules for changing cells
• Propose strategies for solving a complex problem
• Consider which cells in the worksheet constitute
a scenario
• Evaluate the steps to take in finalizing a
workbook
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Starting Excel and Opening a
Workbook
• Start Excel
• Open the file Perfected Packaging from the Data Files for
Students and then save the workbook using the file
name, Perfected Packaging2
• If the Excel window is not maximized, double-click its
title bar to maximize it
• If the worksheet window in Excel is not maximized, click
the Maximize button next to the Close button on its title
bar to maximize the worksheet within Excel
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Starting Excel and Opening a
Workbook
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Tracing Precedents
• Click the Formulas tab on the Ribbon
• Click cell E13 and then click the Trace Precedents
button on the Ribbon to draw an arrow across
the range B13:E13
• Click the Trace Precedents button two more
times to draw arrows indicating precedents of
cells B13:D13 and the precedents of B12:D12
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Tracing Precedents
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Removing the Precedent Arrows
• Click the Remove All Arrows button arrow to
display the Remove All Arrows menu and then
point to the Remove Precedent Arrows
command on the Remove All Arrows menu
• Click Remove Precedent Arrows to remove
precedent arrows from the range B4:D12
• Repeat Steps 1 and 2 to remove the remaining
precedent arrows from the range B13:D13
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Removing the Precedent Arrows
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Tracing Dependents
• Click cell B8 and then click the Trace Dependents
button on the Ribbon to draw arrows to
dependent cells E8 and B12
• Click the Trace Dependents button two more
times to draw arrows indicating the remaining
dependents of cell B8
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Tracing Dependents
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Removing the Dependent Arrows
• Click the Remove All Arrows button on the
Ribbon to remove all of the dependent arrows
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Adding Data Validation to Cells
• Select the range B8:B10
• While holding down the CTRL key, select the
range C8:C9
• While holding down the CTRL key, select the cell
D8
• Click the Data tab on the Ribbon
• Click the Data Validation button on the Ribbon to
display the Data Validation dialog box
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Adding Data Validation to Cells
• When Excel displays the Data Validation dialog box, click the
Allow box arrow and then click Whole number in the Allow list
• Click the Data box arrow and then click ‘greater than or equal to’
in the Data list
• Type 0 in the Minimum box
• Click the Input Message tab and then type Bags to Fill in
the Title text box
• Type Enter the number of bags to fill on the
machine. The number must be a whole number
that is greater than or equal to zero. in the
Input message box
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Adding Data Validation to Cells
• Click the Error Alert tab and then type Input
Error in the Title text box
• Type You must enter a whole number
that is greater than or equal to
zero. in the Error message box
• Click the OK button
• Click cell E21
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Adding Data Validation to Cells
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Opening the Watch Window and
Adding Cells Watches
• Click the Formulas tab on the Ribbon
• Click the Watch Window button on the Ribbon to open
the Watch Window
• Click the Add Watch button on the Watch Window
toolbar to display the Add Watch dialog box
• If necessary, move the Add Watch dialog box so that
rows 8 through 10 of column E are not hidden
• Select the range E8:E10
• Hold down the CTRL key and then click cell E13
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Opening the Watch Window and
Adding Cells Watches
• Click the Add button in the Add Watch dialog box
• If necessary, expand the Name column to view
the cell names in the third column and
information about the four watched cells
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Opening the Watch Window and
Adding Cells Watches
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Using Trial and Error to Attempt to
Solve a Complex Problem
• If necessary, resize the Watch Window so that only the
cell watches appear
• Click cell B8 and type 82.5 as the number of retail-sized
bags to fill on Machine 1 and then press the ENTER key
• Click the Retry button
• Type 700 as the number of retail sized bags to fill on
Machine 1 in cell B9
• Click cell B10 and type 95 as the number of industrialsized bags to fill on Machine 1
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Using Trial and Error to Attempt to
Solve a Complex Problem
• Click cell D8 and type 1500 as the number of
consumer-sized bags to fill on Machine 3 and then press
the ENTER key to display the new values and update the
totals in the range B12:D13 and column E
• Click cell B8 and type 1500 as the number of consumer
sized bags to fill on Machine 1
• Click cell D8, type 0 as the number of consumer-sized
bags to fill on Machine 3, and then press the ENTER key.
Select cell E19
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Using Trial and Error to Attempt to
Solve a Complex Problem
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Using the Goal Seek Command to
Attempt to Solve a Complex Problem
• Click the Data tab on the Ribbon and then click
the What- If Analysis button on the Ribbon to
display the What-If Analysis menu
• Click Goal Seek to display the Goal Seek dialog
box
• Type $B$12 in the Set cell text box
• Click the To value text box
• Type 120 and then click the ‘By changing cell’
text box
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Using the Goal Seek Command to
Attempt to Solve a Complex Problem
• Click cell B9 on the worksheet
• If necessary, move the Goal Seek dialog box
• Click the OK button to seek the goal of 120
minutes in cell B12
• Click the OK button to close the Goal Seek Status
dialog-box and display the updated worksheet.
• Click cell E19 to deselect cell B12
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Using the Goal Seek Command to
Attempt to Solve a Complex Problem
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Circling Invalid Data and Clearing
Validation Circles
• Click the Data Validation button arrow on the Ribbon to
display the Data Validation menu
• Click Circle Invalid Data on the Data Validation menu to
place a red validation circle around cell B9
• Click the Data Validation button arrow on the Ribbon to
display the Data Validation menu
• Click Clear Validation Circles on the Data Validation
menu to clear the red validation circles
• If necessary, select cell E19
• Click the Close button on the Watch Window title bar to
close the Watch Window
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Circling Invalid Data and Clearing
Validation Circles
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Using Solver to Find the Optimal
Solution to a Complex Problem
• If necessary, click the Data tab on the Ribbon
• Click the Solver button on the Ribbon to display the
Solver Parameters dialog box
• When Excel displays the Solver Parameters dialog box,
click cell E13 to set the target cell to the name of cell
E13, Total_Cost
• Click Min in the Equal To area
• Click the
• Collapse Dialog button in the By Changing Cells area to
minimize the Solver Parameters dialog box
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Using Solver to Find the Optimal
Solution to a Complex Problem
• Click the By Changing Cells box and then select the range
B8:B10
• Hold down the CTRL key and then select the ranges C8:C9
and D8
• Click the Expand Dialog button on the right side of the
minimized Solver Parameters dialog box to maximize it
• Click the Add button to display the Add Constraint dialog box
• If necessary, move the Add Constraint dialog box so that the
range B8:B10 is visible
• Select the range B8:B10 to set the value of the Cell
Reference box
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Using Solver to Find the Optimal
Solution to a Complex Problem
• Click the middle box arrow and then select >= in the list
• Type 0 in the Constraint box to set the constraint on
the cells in the range B8:B10 to be greater than or equal
to 0
• Click the Add button
• Select the range B8:B10 to set the value of the Cell
Reference box
• Click the middle box arrow and then select int in the list
to set a constraint on the cells in the range B8:B10 to be
assigned only integer values
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Using Solver to Find the Optimal
Solution to a Complex Problem
•
•
•
•
Click the Add button
Click cell E8 to set the value of the Cell Reference box
Click the middle box arrow and then select >= in the list
Click the Constraint box and then click cell B17 to add a
constraint to cell E8 indicating that its value must be
greater than or equal to the value in cell B17
• Click the Add button Enter the remaining constraints
shown in Table 8–2 on page EX 651, beginning with the
constraints for the range C8:C9
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Using Solver to Find the Optimal
Solution to a Complex Problem
• When finished with the final constraint, click the OK button in the
Add Constraint dialog box to close it
• Click the Options button.
• When Excel displays the Solver Options dialog box, click Assume
Linear Model
• Click the OK button
• Click the Solve button in the Solver Parameters dialog box to
display the Solver Results dialog box, indicating that Solver found
a solution to the problem
• Click Answer in the Reports list
• Click the OK button to display the values found by Solver and the
newly recalculated totals
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Using Solver to Find the Optimal
Solution to a Complex Problem
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Viewing the Solver Answer Report for
Order 1
• Click the Answer Report 1 tab at the bottom of the Excel
window to display the Solver Answer Report
• Drag the Answer Report 1 tab to the right of the Order
Optimization tab
• Double-click the Answer Report 1 tab and type Optimal
Schedule Answer Report1 as the worksheet name
• Click cell A1. Right-click the Optimal Schedule Answer
Report1 tab and then point to Tab Color on the shortcut
menu
• Click Dark Teal, Text 2 (column 4, row 1)
• Scroll down to view the remaining cells of the Answer Report
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Viewing the Solver Answer Report for
Order 1
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Saving the Workbook with Passwords
• Click the Order Optimization tab at the bottom of
the window
• Click the Office Button and then click Save As
• Click the Tools button in the Save As dialog box
• Click General Options on the Tools menu to display
the General Options dialog box
• Type mincost in the ‘Password to open’ text box
• Type mincost in the ‘Password to modify’ text
box
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Saving the Workbook with Passwords
• Click the OK button
• When Excel displays the Confirm Password dialog box, type
mincost in the ‘Reenter password to proceed’ text box
• Click the OK button
• When Excel displays the Confirm Password dialog box, type
mincost in the ‘Reenter password to modify’ text box
• Click the OK button
• Click the Save button in the Save As dialog box to save the file to
the UDISK 2.0 (E:) drive with the file name, Perfected Packaging2.
If the Microsoft Office Excel dialog box appears, click the OK
button to close it
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Saving the Workbook with Passwords
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Saving the Current Data as a Scenario
• With the Data tab active, click the What-If Analysis
button on the Ribbon
• Click Scenario Manager on the What-If Analysis menu to
display the Scenario Manager dialog box, which
indicates that no scenarios are defined
• Click the Add button
• When Excel displays the Add Scenario dialog box, type
Order 1 in the Scenario name text box
• Click the Collapse Dialog button
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Saving the Current Data as a Scenario
• When Excel displays the Add Scenario - Changing cells dialog box,
select the range B8:B10, hold down the CTRL key, and then select
the ranges C8:C9, D8, and B16:B19
• Release the CTRL key to display a marquee around the selected
cells and assign the cells to the Changing cells text box
• Click the Expand Dialog button to change the Add Scenario dialog
box to the Edit Scenario dialog box
• Click the OK button
• Click the OK button to display the Order 1 scenario in the
scenarios list
• Click the Close button in the Scenario Manager dialog box
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Saving the Current Data as a Scenario
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Adding the Data for a New Scenario
• Click cell B16 and type 200 as the maximum
minutes for the order
• Click cell B17 and type 1400 as the number of
consumer-sized bags
• Click cell B18 and type 1600 as the number of
retail-sized bags
• Click cell B19, type 300 as the number of
industrial-sized bags, and then click cell E19
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Adding the Data for a New Scenario
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Using Solver to Find a New Solution
• Click the Solver button on the Data tab on the
Ribbon to display the Solver Parameters dialog
box with the target cell, changing cells, and
constraints used with Order 1
• Click the Solve button to solve the problem using
Solver
• Click Answer in the Reports list
• Click the OK button to display the values found
by Solver
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Using Solver to Find a New Solution
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Viewing the Solver Answer Report for
Order 2
• Click the Answer Report 1 tab at the bottom of the Excel window
• Drag the Answer Report 1 tab to the right of the Optimal
Schedule Answer Report1 tab
• Double-click the Answer Report 1 tab and type Optimal Schedule
Answer Report2 as the worksheet name
• Click cell A1
• Right-click the Optimal Schedule Answer Report2 tab and then
point to Tab Color on the shortcut menu
• Click Bright Green, Accent 4 (column 8, row 1)
• Scroll down to view the remaining cells of the Order 2 Answer
Report
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Viewing the Solver Answer Report for
Order 2
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Saving the Second Solver Solution as
a Scenario
• Click the Order Optimization tab at the bottom of
the window
• Click the What-If Analysis button on the Ribbon
• Click Scenario Manager on the What-If Analysis
menu to display the Scenario Manager dialog box
• Click the Add button
• Type Order 2 in the Scenario name text box
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Saving the Second Solver Solution as
a Scenario
• Click the OK button to display the Scenario
Values dialog box with the current values from
the worksheet
• Click the OK button to display Order 2 along with
Order 1 in the Scenarios list
• Click the Close button
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Saving the Second Solver Solution as
a Scenario
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Showing a Saved Scenario
• Click the What-If Analysis button on the Ribbon
• Click Scenario Manager on the What-If Analysis
menu
• If necessary, in the Scenario Manager dialog box,
select Order 1 in the Scenarios list
• Click the Show button and then click the Close
button to display the data for the Order 1
scenario in the worksheet
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Showing a Saved Scenario
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Creating a Scenario Summary
Worksheet
• Click the What-If Analysis button on the Ribbon
• Click Scenario Manager on the What-If Analysis
menu to display the Scenario Manager dialog box
• If necessary, in the Scenario Manager dialog box,
select Order 1
• Click the Summary button to display the Scenario
Summary dialog box
• Click the OK button
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Creating a Scenario Summary
Worksheet
• When Excel displays the Scenario Summary,
double-click the Scenario Summary tab, type
Orders Scenario Summary as the new worksheet
name, and then press the ENTER key
• Right-click the Orders Scenario Summary tab and
then point to Tab Color on the shortcut menu
• Click Black, Text 1, Lighter 50% (column 2, row 2)
• Drag the Orders Scenario Summary tab to the
right of the Optimal Schedule Answer Report2
tab
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Creating a Scenario Summary
Worksheet
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Creating a Scenario PivotTable
Worksheet
• Scroll to the Order Optimization tab and then click the
Order Optimization tab at the bottom of the window
• Click the What-If Analysis button on the Ribbon and
then click Scenario Manager to display the Scenario
Manager dialog box
• If necessary, when Excel displays the Scenario Manager
dialog box, select Order 1
• Click the Summary button to display the Scenario
Summary dialog box
• In the Scenario Summary dialog box, click Scenario
PivotTable report in the Report type area
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Creating a Scenario PivotTable
Worksheet
• Click the OK button Double-click the Scenario
PivotTable tab and type Order Scenario
PivotTable as the worksheet name
• Click cell A8
• Right-click the Order Scenario PivotTable tab and
then point to Tab Color on the shortcut menu
• Click Lime, Accent 6 (column 10, row 1)
• Drag the tab to the right of the Orders Scenario
Summary tab
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Creating a Scenario PivotTable
Worksheet
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Inspecting a Document for Hidden
and Personal Information
• Click the Order Optimization tab at the bottom of the
Excel window
• Click the Office Button and then point to the Prepare
command on the Office Button menu
• Click Inspect Document on the Prepare submenu to
display the Document Inspector dialog box
• Click the Inspect button in the Document Inspector
dialog box to run the Document Inspector
• Click the Close button in the Document Inspector dialog
box
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Inspecting a Document for Hidden
and Personal Information
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Checking Compatibility and Saving a Workbook Using the
Excel 97-2003 Workbook File Format and Marking a
Workbook as Final
• Click the Office Button and then click the Save As button arrow on
the Office Button menu to display the Save As submenu
• Click Excel 97-2003 Workbook on the Save As submenu to display
the Save As dialog box
• Click the Save button in the Save As dialog box to display the
Microsoft Office Excel dialog box
• Click the No button in the Microsoft Office Excel dialog box to
display the Microsoft Office Excel – Compatibility Checker dialog
box
• Click the Continue button in the Microsoft Office Excel –
Compatibility Checker dialog box to save the workbook in the
Excel 97-2003 Workbook file format
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Checking Compatibility and Saving a Workbook Using the Excel 972003 Workbook File Format and Marking a Workbook as Final
• Click the Office Button, point to the Prepare command
on the Office Button menu, and then point to the Mark
as Final command on the Prepare submenu
• Click Mark as Final to display the Microsoft Excel dialog
box
• Click the OK button and then click the OK button if the
Compatibility Checker dialog box is displayed to display
the Microsoft Office Excel dialog box
• Click the OK button to close the Microsoft Office Excel
dialog box
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Checking Compatibility and Saving a Workbook Using the Excel 972003 Workbook File Format and Marking a Workbook as Final
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Quitting Excel
• Click the Close button on the right side of the
title bar
• If Excel displays a Microsoft Office Excel dialog
box, click the No button
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Summary
• Use formula auditing techniques to analyze a
worksheet
• Trace precedents and dependents
• Add data validation rules to cells
• Use trial and error to solve a problem on a
worksheet
• Use goal seeking to solve a problem
• Circle invalid data on a worksheet
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Summary
• Use Excel’s Solver to solve a complex problem
• Password-protect a workbook file
• Use Excel’s Scenario Manager to record and save
different sets of what-if assumptions
• Create a Scenario Summary of scenarios
• Create a Scenario PivotTable
• Save a workbook for use in a previous version of
Excel
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Microsoft Office 2007
Excel Chapter 8 Complete