1. 03. Excel Sort, Filter and Pivot

2. File -> Open -> 03b-datastart.xlsx

3. Sort Data

4. Press Ctrl + Shift + * on keyboard to select whole dataset

5. Whole dataset should now be highlighted

6. Click on Data -> Sort

7. Sort by Market Cap

8. Order Largest to Smallest

9. Press OK

10. Sorts companies by Market Cap

11. Filter Data

12. Press Ctrl + Shift + * on keyboard to select whole dataset

13. Click on Filter

14. Provides Dropdown boxes for each column

15. Want to select Banks with a P/E ratio greater than 10

16. Click on ICB Sector Dropdown box

17. Uncheck the (Select All) box

18. Select Banks

19. Click OK

20. Shows only Banks

21. Click on P/E Dropdown box

22. Select Number Filters -> Greater Than

23. Select P/E is greater than 10

24. Click OK

25. Shows any Banks with P/E greater than 10

26. Challenge Sort data by Column B (Short Name) alphabetically from A to Z Filter data to show any companies from Germany (DE) with a share price above 30

27. Pivot Tables

28. Deselect Filter to return to full dataset

29. Press Ctrl + Shift + * to select dataset

30. Click on Insert -> Pivot Table

31. Check data range and click OK

32. Drag ICB Sector Name to Row Labels

33. Drag Cntry of Domicile to Column Labels

34. Drag P/E to Values

35. Shows the number of observations for each combination of Industry and Country

36. Click on Count of P/E -> Value Field Settings

37. Change from Count to Average

38. Click OK

39. Shows Average P/E of each industry in each country

40. Double-Click on Banks + GB

41. Opens a new sheet with only Banks in GB

42. Rename Sheets

43. Right-Click on Sheet 3 -> Rename

44. Rename as BanksGB

45. Right-Click on Sheet 2 -> Rename

46. Rename as PivotTable

47. Format Cells Decimal Places

48. Select all cells with numbers

49. Right-Click on cells and select Format Cells

50. Select Number -> 2 Decimal places

51. Press OK

52. Neatly formatted pivot table

53. File -> Save As -> 03c-datacompleted.xlsx

54. Challenge Calculate the maximum Market Cap for each Sector and Country Calculate the minimum Price for each Sector and Country