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Chapter 10 Excel: Data Handling or What do we do with all that data? BUS169.

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Presentation on theme: "Chapter 10 Excel: Data Handling or What do we do with all that data? BUS169."— Presentation transcript:

1 Chapter 10 Excel: Data Handling or What do we do with all that data? BUS169

2 Topics Data Handling Techniques Entering Data Importing Data Excels Database Capabilities Sort Filter Subtotal Pivot Tables and Charts

3 Manual Data Entry Press TAB to enter data horizontally: Press ENTER to enter data vertically:

4 Custom Lists Dates Numeric Intervals Lists

5 Data Forms To enter data in a form view, click Data>Form

6 Import Data Import a tab or comma-delimited file that has been saved as Text Only with Line Breaks

7 Excels Database Capabilities Sorting Filtering Working with Subtotals Tap the database functions of Excel Click Data... Sort, Data... Filter, or Data...Subgroup

8 Sorting an Excel Data List Click Data>Sort and choose column to sort by

9 Filtering an Excel Data List Click Data>Autofilter Choose Column and specifications to filter on

10 Subtotals and Totals Click Data> Subtotals Choose parameters for subtotals

11 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.)

12 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

13 Name the Data Range Highlight the data list. Then enter a name for the range in the Range Name box.

14 Create Pivot Table Place cursor in data range Choose Pivot Table from Data menu

15 Select the data source: Excel list Select the desired result Pivot Table: Step 1 of 3

16 Pivot Table: Step 2 of 3 If a data range has been defined, the range will automatically be displayed

17 Pivot Table: Step 3 of 3 Choose pivot table destination Click the Layout Button

18 Pivot Table Layout Drag the field buttons...... to the Pivot Table diagram

19 Sample Pivot Table The data list fields are pivoted around the core data, gross sales, providing different views of the data.

20 Change Table Layout View > Toolbars > Pivot Table Pivot Chart Wizard Or, drag field names to create new layout

21 Create a Pivot Chart View > Toolbars > Pivot Table Pivot Chart Button

22 Sample Pivot Chart

23 Pivot Table Capabilities Drill Down for Detail Automatic Updates Multiple Data Views

24 Drill Down Double click in cell of Pivot Table Results in Detail from Raw Data:

25 Updates to Core Data When core data is updated...... use Pivot Table Toolbar to Refresh table

26 Multiple Consolidation of Ranges Compare Similar Data in Multiple Worksheets

27 Select the data source: Multiple Ranges Select the desired result Multiple Consolidation: Step 1 of 3

28 Multiple Consolidation: Step 2a of 3 Name the page fields, or let Excel assign a default name.

29 Multiple Consolidation: Step 2b of 3 Highlight ranges, one at a time and add Name the page fields here

30 Multiple Consolidation: Step 3 of 3

31 Multiple Consolidation: Layout Drag the field buttons...... to the Pivot Table diagram

32 Multiple Consolidation: Pivot Table This Pivot Table consolidates data from the worksheets of all designated products

33 Consolidate Grouped Data

34 Grouping Data Fields Highlight Jan, Feb Mar labels Data > Group and Outline > Group Enter Quarter Label

35 Data Grouped by Quarter

36 Pivot Table or Chart in Word In Excel, highlight and copy the Pivot Table In Word, click Paste Special. Highlight Microsoft Excel Worksheet Object and Paste Link.

37 Formatting Options Format Cells Autoformat Conditional Formats

38 Format Cells Highlight cells and click the format tool bar buttons to format cells. For more options, click Format > Cells

39 Autoformat Highlight the desired cells. Then click Format > Autoformat to apply a pre-designed style.

40 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.


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