1. DAY 7: EXCEL CHAPTER 4-8 ROHIT rorohit@mix.wvu.edu rorohit@mix.wvu.edu September 9, 2015 1

2. 3D FORMULAS By default, formulas refer to data in the same sheet. Using cell references across sheets, we can create 3d formulas. Example: “ =10*( 'Education and Income'!H30/ C7) ” The above example divides content of cell “H30” in sheet “Education and Income” by contents of cell C7 and multiplies the result by 10. 2

3. CHARTS Charts are visual representations of data. Important Chart Terms –Chart Area: entire chart –Plot Area: area where data is displayed –Title: brief description of chart –X-axis: labels and scale or category –Y-axis: labels and scale or category –Legend: labels for colors used 3

4. TYPES OF CHARTS Column/Bar Charts –Clustered –Stacked –100% Stacked Line Charts –Simple –Stacked –100% Stacked Pie Charts –Simple –Exploded Pie –Pie of Pie –Bar of Pie Area Charts –Like line charts, but area below line is filled Scatter Plot 4

5. MORE CHART TYPES Stock Charts –High-Low-Close –Open-High-Low-Close (candlestick) –With or without volume (how many shares were traded) data Surface Chart –3D plot of two variables per category Doughnut Chart –Like pie chart, but can show multiple data series Bubble Chart –Like scatter chart, but shows three variables. –The 3 rd variable controls the size of the bubble Radar Chart 5

6. PRINTING CHARTS Embedded Chart –Must decide whether to print just the chart or the entire sheet Chart Sheet –Print Active Sheets –Print Entire Workbook 6

7. SPARKLINES Miniature chart in a single cell Provides a simple visual illustration of the data Insert->Sparkline –Line –Column –Win/Loss 7

8. TRENDLINES Right click on data series within chart –Add Trendline Types of trendlines –Exponential –Linear (most common) –Logarithmic –Polynomial –Power –Moving Average 8

9. OUTLINES/GROUPS Groups allow you to hide raw data while you work with the calculations derived from that data You can group rows or columns Easily hide and unhide large chunks of data Data->Group 9

10. GROUP SUBTOTALS Allows you to aggregate groups of data using one of several functions –Sum –Average –Variance –Standard Deviation –Min/Max –Count 10

11. USING GROUP SUBTOTALS Sort the data by the group identifier Does not work on tables Data->Subtotal Select the sorted column for “At each change in:” Select your aggregation function Select which columns to subtotal 11

12. PIVOT TABLES Insert->PivotTable Ensure the range is correct Select target location (new worksheet or existing worksheet) 12

13. ADDING COLUMNS Click check mark to add column Automatically aggregates with SUM(), but you can choose a different function 13

14. UPDATING PIVOT TABLES PivotTables do not automatically update if you change the source data You can force a refresh via PivotTable Tools->Options->Refresh 14

15. PIVOT TABLE OPTIONS Sorting –Click a cell in the column you would like to sort by, then PivotTable Tools->Options->Sort Filters –Report Filters: drag the field to the “Report Filter” area, select desired values in B1 –Group Filters: Select dropdown arrow on row or column labels, select desired values 15

16. SLICERS Slicers provide quick buttons to filter the PivotTable PivotTable Tools->Options->Insert Slicer Select field you want buttons for 16

17. CALCULATED FIELDS A calculated field is not found in the original data set PivotTable Tools->Options->Fields, Items, & Sets->Calculated Field 17

18. PIVOT TABLE FORMATTING PivotTable Tools->Design Layouts –Subtotals –Grand Totals –Compact/Outline/Tabular Styles 18

19. PIVOT CHARTS A PivotChart is a graphical representation of the PivotTable To create a PivotChart, click within the PivotTable then PivotTable Tools- >Options->PivotChart Same chart types as usual Chart adjusts to match the PivotTable 19

20. EDITING PIVOT CHARTS PivotChart Tools->Design –Allows you to choose a chart style and change chart type PivotChart Tools->Layout –Allows you to change layout options PivotChart Tools->Format PivotChart Tools->Analyze 20

21. SPECIALIZED FUNCTIONS SUMIF(range, criteria, sum_range) –range specifies the range of cells you want to check against the criteria –criteria specifies the condition you want to match –sum_range specifies the range to sum that contains the data to sum AVERAGEIF(range, criteria, average_range) COUNTIF(range, criteria) 21

22. MULTIPLE CRITERION SUMIFS(sum_range, criteria_range1, criteria1, criteria_range2, criteria2,…)SUMIFS AVERAGEIFS(average_range, criteria_range1, criteria1, criteria_range2, criteria2, …) COUNTIFS(criteria_range1, criteria1, criteria_range2, criteria2, …) 22

23. RELATIVE STANDING Rank –RANK.EQ: shared rank for ties –RANK.AVG: average rank for ties PercentRank –PERCENTRANK.INC: includes 0 and 1 –PERCENTRANK.EXC: excludes 0 and 1 Quartile –QUARTILE.INC: includes top and bottom values –QUARTILE.EXC: excludes top and bottom values Percentile –PERCENTILE.INC: includes the 0 th and 100 th percentiles –PERCENTILE.EXC: excludes the 0 th and 100 th percentiles 23