1. What will be covered Based on our older Excel for Data Management class but freshened up a bit since everything moved in 2007. – Importing and exporting, data manipulation, graphing, tips and tricks Well use a couple of datasets for illustration and then leave time for more specific questions at the end.

2. If theres enough time: – Array Formulas – Merging Excel Files Probably shouldnt do this in Excel

3. When and Why Excel Its a spreadsheet – Great for calculations and formulas – Okay for Data Management But thats what most people use it for Should be using Access Everybody has Excel (including Macs) Thats how we got the Data – Ubiquitous file format widely imported and exported Weve been using it your whole life, right? – Most of us actually only scratch the surface.

4. Ask Questions Ask questions Today! Lots of resources available – StatLab Consultants – Sherlock Campbell – Themba Flowers – Internet Searches. Microsoft Live Search might actually be better for Office questions than Google

5. Review of Basics – Office 2007 – where the ? Everything moved and looks different. That glowing circle in the upper left corner New and improved! – More rows (not 65536 anymore) – You have to resave to new data format – Note the new endings.xlsx and.xlsm » Not backwards compatible – More levels of sorting and filtering – Better charting – Differences between Mac and PC VBA (Big Difference) Sharepoint

6. Importing And Exporting – File/Open All Files – Text to Column For all text files OR For existing excel data – Lets try it now: open a text file http://statlab.stat.yale.edu/help/workshops/introData/dataintro http://statlab.stat.yale.edu/help/workshops/introData/dataintro – StatTransfer Important for Exporting: Define Variable Types – Embedding in Word Keeps data linked so if you change data you dont have to re-import to document

7. Tips and tricks String manipulation (Trim, Left, Right, Substitute) – See Movies.xlsx for example Easy Dummy variables – Copy and paste as value/Re-Sort Conditional formatting and Data Validation – Quick way to determine whether your data looks good

8. Text Manipulation If cell A1 = abcde – TRIM(A7)=abcde gets rid of extra spaces – RIGHT (A7,2)=de and LEFT, MID SUBSTITUTE (A7, c, o)=abode Comparing Cells (especially in Macros): – If cell A1 = 12345 (a string, not a #) – VALUE(A1)=12345

9. Working With Data Sets Most common question: – I need unique or some subset (Sorting and Filtering) Defining Data Ranges – Name your Sheets – Name your data ranges Use the Table – database functions

10. Getting a feel for the Data COUNT, COUNTA, COUNTBLANKS COUNTIF (array, value) – Counts values that meet criteria SUMIF (array, value, sum range) – Sums observations that meet criteria

11. Data Analysis Charts – Insert/Chart Many Basic Statistical Functions – STDEV, CORREL, etc Data Analysis Tools – Tools/Data Analysis (If not installed, Tools/Addins/Data Analysis Toolpack) But not Excel is not the best program – Much better in Excel2007?

12. Pivot Tables/Charts Easy snapshot views of your data. Somehow takes up much less memory and time than the equivalent functions to do the same thing (indexing?) Great for transforming time series data into tables – Be aware: Default calculation is COUNT and you probably want SUM

13. Example for Today Census Data Lets go to StatCat http://ssrs.yale.edu/statcat/ http://ssrs.yale.edu/statcat/ – Type in Excel Download Language Spoken at Home for the Population 5 Years and Over

14. Writing Your Own Macros – Be careful: You cant UNDO running a macro. – Use the record function to get the idea and then customize for your needs. – Basic structure is Object Oriented Object.property() The built-in Editor will show options – Supports If, then, else, for loops, while loops

15. Advanced Graphing Trend lines – Changing the data to series – Removing/Hiding lines Error Bars Pivot Charts for Large Data Graphs for publishing – Black and white

16. Theres even More Advanced Stuff Database connections Forms

17. Other Resources Excel Hacks (OReilly) Orbis.yale.edu – We have access to several online resources YouTube. Really.