Using Worksheets

Guidelines

• When you copy a range of cells on the Worksheet and to paste on the Account Spreadsheet:

  • Highlight a range of target cells with a number of rows and columns equal to the size of those copied, or

  • Highlight only the upper-left corner cell of the target, and the paste fills accordingly.

• Ensure that data linked to the Account Spreadsheet corresponds with the chosen forecast method. For example, if you are linking growth percentages, the forecast method should use a growth rate

Opening Worksheets

To open the worksheet from the Strategic Modeling spreadsheet.

1. From Start grouping label, click WorkSheet, and then select Open.

2. A new worksheet is displayed at the bottom of the Sheet tab.

Closing Worksheets

To close the worksheet from the Strategic Modeling spreadsheet.

From Start grouping label, click WorkSheet, and then select Close.

Adding Worksheets

To add the worksheet from the Strategic Modeling spreadsheet.

To add worksheets:

1. To access the worksheet. See Opening Worksheets

   Note:

   You cannot add the worksheet from Account View at the bottom of the Sheet tab. You must open the worksheet. See Opening Worksheets

2. From Start grouping label, click WorkSheet, and then select Add Sheet.

   A new worksheet is added at the bottom of the Sheet tab.

Deleting Worksheets

To delete the worksheet from the Strategic Modeling spreadsheet.

To delete worksheets:

1. Select the worksheet that you want to delete.

2. From Start grouping label, click WorkSheet, and then select Delete Sheet.

   The worksheet is deleted from the Sheet tab.

   Note:

   You cannot delete the last model worksheet.

Manually Entering Data into Worksheets

To manually data into worksheets:

1. Click on a cell.

2. Enter data.

Copying and Pasting Data into Worksheets

You can copy and paste data into a worksheet from other applications.

To paste data from another source into the worksheet:

1. Open the source application, highlight the data and copy.

2. In the worksheet, highlight the cell or range and select Edit, then Paste.

Creating Formulas in Worksheets

You can create formulas in worksheet cells. Formulas are stored until deleted from the cell.

To create formulas within cells:

1. In the worksheet, click a cell.

2. Enter a formula.

   Begin with an equal sign and proceed with the formula. For example:

   =SUM(B5:B18)

   To reference a cell in your calculation, click that cell following a mathematical operator.