chapter 10 excel: data handling or what do we do with all that data?
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Chapter 10 Excel: Data Handling or What do we do with all that data?. BUS169. Topics. Data Handling Techniques Entering Data Importing Data Excel’s Database Capabilities Sort Filter Subtotal Pivot Tables and Charts. Manual Data Entry. Press TAB to enter data horizontally: - PowerPoint PPT PresentationTRANSCRIPT
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Chapter 10Excel: Data Handling
or What do we do with all
that data?BUS169
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Topics Data Handling Techniques
Entering Data Importing Data
Excel’s Database Capabilities Sort Filter Subtotal
Pivot Tables and Charts
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Manual Data EntryPress TAB to enter data horizontally:
Press ENTER to enter data vertically:
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Custom Lists
Dates Numeric Intervals Lists
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Data Forms
To enter data in a form view, click
Data>Form
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Import Data
Import a tab or comma-delimited file that has been saved as “Text Only with Line Breaks”
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Excel’s Database Capabilities
Sorting Filtering Working with Subtotals
Tap the database functions of Excel
Click Data . . . Sort, Data . . . Filter, or Data . . .Subgroup
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Sorting an Excel Data List
Click Data>Sortand choosecolumn to sort by
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Filtering an Excel Data List
Click Data>Autofilter
Choose Columnand specificationsto filter on
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Subtotals and Totals
Click Data> Subtotals
Choose parametersfor subtotals
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Pivot Tables and Charts
Pivot Table: an interactive worksheet that allows you to summarize large amounts of information.
(The graphical representation of the Pivot Table is a Pivot Chart.)
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Excel Data List Files
•columns are considered fields, •column headings are field names, and •rows are records.
Data suitable for Pivot Table analysis:
Important: data should have no blank columns or rows
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Name the Data Range
Highlight the data list. Then enter a name for the range in the Range Name box.
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Create Pivot Table
Place cursor in data range
Choose Pivot Table from Data menu
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Select the data source: Excel list
Select the desired result
Pivot Table: Step 1 of 3
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Pivot Table: Step 2 of 3
If a data range has been defined, the range will automatically be displayed
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Pivot Table: Step 3 of 3
Choose pivot table destination
Click the Layout Button
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Pivot Table Layout
Drag the field buttons . . .
. . . to the Pivot Table diagram
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Sample Pivot Table
The data list fields are “pivoted” around the “core data”, gross sales, providing different “views” of the data.
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Change Table Layout
View > Toolbars > Pivot Table
Pivot Chart Wizard
Or, drag field names to create new layout
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Create a Pivot Chart
View > Toolbars > Pivot Table
Pivot Chart Button
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Sample Pivot Chart
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Pivot Table Capabilities
“Drill Down” for DetailAutomatic Updates
Multiple Data Views
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“Drill Down” Double click in cell of Pivot Table
Results in Detail from Raw Data:
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Updates to Core Data
When core data is updated . . .
. . . use Pivot Table Toolbar to Refresh table
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Multiple Consolidation of Ranges
Compare Similar Data in Multiple Worksheets
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Select the data source: Multiple Ranges
Select the desired result
Multiple Consolidation:Step 1 of 3
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Multiple Consolidation:Step 2a of 3
Name the page fields, or let Excel assign a default name.
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Multiple Consolidation:Step 2b of 3
Highlight ranges, one at a time and add
Name the page fields here
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Multiple Consolidation:Step 3 of 3
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Multiple Consolidation: Layout
Drag the field buttons . . .
. . . to the Pivot Table diagram
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Multiple Consolidation:Pivot Table
This Pivot Table consolidates data from the worksheets of all designated products
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Consolidate Grouped Data
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Grouping Data Fields Highlight Jan, Feb Mar labels
Data > Group and Outline > Group
Enter Quarter Label
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Data Grouped by Quarter
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Pivot Table or Chart in WordIn Excel, highlight and copy the Pivot Table
In Word, click Paste Special. Highlight Microsoft Excel Worksheet Object and Paste Link.
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Formatting Options
Format CellsAutoformat
Conditional Formats
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Format Cells
Highlight cells and click the format tool bar buttons to format cells.
For more options, click Format > Cells
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Autoformat
Highlight the desired cells. Then click Format > Autoformat to apply a pre-designed style.
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Conditional Formats
Set cell value criteria with desired formats. Above, all cells with values between 40 and 100 will display in a yellow cell with bold font.