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Lecture 13 - Retrieving & Organizing Data for Effective Analysis.pptx

Lecture 13 - Retrieving & Organizing Data for Effective Analysis.pptx

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1 Lecture 13 Retrieving & Organizing Data for Effective Analysis Reference Debra Gross, Frank Akaiwa, Karleen Norduist, Succeeding in Business with Microsoft Office Excel 2007: A Problem-Solving Approach , 2008, Thomson/Course Technology. Chapters 5 and 7
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2 Outline Performing Basic Lookups to Calculate & Evaluate Data Performing more Complex Lookups Involving Multiple Worksheets & Multidimensional Tables Organizing Data with a PivotTable Report
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3 Example – TheZone Zoie Lo is a sales representative in TheZone’s Equipment division, and calls on large and small sporting goods stores to promote TheZone’s products and assist customers with their orders. Although she can provide the full line of TheZone’s sporting goods to her customers, Zoie concentrates on racket sports and gold equipment. One important part of Zoie’s job is maintaining up-to-date product specifications and pricing information that she can quickly retrieve to answer customer questions. Zoie and the other sales representatives have a large binder that contains lists of each product line, from helmets to soccer balls. Zoie refers to this binder when customers ask questions such as, “What would a case of golf balls cost?” or “What volume discounts are available for tennis rackets?” To answer such questions, Zoie must find the right page in her binder, match the number of the item the customer has selected with the corresponding data, and then calculate the cost or discount using a pocket calculator. She now wants to automate this process by creating order forms worksheet named Tennis Balls at TheZone2.xlsx . These forms will serve as templates that Zoie and the other representatives can use to easily look up the necessary data and perform calculations, such as determining unit and total product pricing, more efficiently.
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4 Performing Basic Lookups to Calculate & Evaluate Data When working with customers, Zoie looks up item numbers, descriptions, discount amounts, and shipping amounts, and then calculates unit and total prices. TheZone sells tennis balls in bulk, priced per canister, so Zoie uses a canister as the unit to calculate prices. Unit prices are based on the total quantity being ordered. Zoie also wants to add a shipping costs lookup table. When calculating order amounts, she has to account for shipping charges, which depend on the transportation method. Quantity (in units) Price Each Under 60 $2.45 60-119 $2.27 120-239 $2.12 240 or more $2.00 Shipping Method Charge Per Unit Truck $0.25 Rail $0.20 Ship $0.15 Customer arranges for shipping $0.00
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5 Performing Basic Lookups to Calculate & Evaluate Data Retrieving data from a vertical lookup table Zoie can then include an order table that lists the order information and calculates the total price.
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6 Performing Basic Lookups to Calculate & Evaluate Data Retrieving data from a vertical lookup table =VLOOKUP(lookup_value, table_array, col_index_num,
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