1. DAY 6: EXCEL CHAPTERS 5 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu September 2 nd, 2015 1

2. FREEZING ROWS AND COLUMNS View->Freeze Panes Freeze Top Row Freeze First Column Freeze Panes –Freezes all rows and columns above and to the left of the selected cell 2

3. TABLES Tables extend the capabilities of a range of data –Column headings stay onscreen without needing “Freeze Panes” –Sorting/Filtering of data –Table Styles –Total Row –Structured References 3

4. SOME TERMINOLOGY Record –A record is a collection of data about one entity. Each row in a table is one record. Field –A field is an individual piece of data. Each column specifies a field. 4

5. CREATING TABLES Click a cell within the existing range of data, then Insert->Table Verify the range, click Ok Name Table Choose Style 5

6. WORKING WITH RECORDS Records are rows To add a record right click a cell in the row below where you want your new record –Insert->Tables Rows Above To add a record to the end of the table, click a cell in the last row. –Home->Insert->Insert Table Row Below To delete a record, right click a cell in the record –Delete->Table Rows –Or select the cell, Home->Delete->Delete Table Rows 6

7. WORKING WITH FIELDS Fields are columns To add a field right click on a cell in the column to the right of where you want your new record –Insert->Table Columns to the Left To add a field to the right of the table, select a cell in the last column –Home->Insert->Insert Table Column to the Right To delete a field, right click a cell in the column –Delete->Table Columns –Or select the cell, Home->Delete->Delete Table Columns 7

8. SORTING AND FILTERING Each field name has a sorting and filtering dropdown The Sort Dialog Box can be used to sort by multiple fields –Data->Sort Filtering can be turned on and off –Data->Filter 8

9. STRUCTURED REFERENCES Within a table, you may use the field names as references –Names go in brackets –@ indicates the current record –The table name is optional within the table, but required outside the table –TableName[@Field Name] 9

10. TOTAL ROW Table Tools->Design->Total Row –The function used to calculate the total can be chosen via the dropdown –Additional totals can be added for other columns 10

11. CONDITIONAL FORMATTING Like the IF function –If the condition is true, the formatting is applied –If the condition is false, the formatting is not applied Rules –Highlight Cells –Top/Bottom –Data Bars –Color Scales –Icon Sets 11

12. APPLYING CONDITIONAL FORMATTING Home->Conditional Formatting –Highlight Cells applies text and fill colors based on condition –Top/Bottom applies text and fill colors based on top/bottom percentage or top/bottom number of items –Data Bars, Color Scales, and Icon Sets Helps visualize differences between data 12

13. MANAGING CONDITIONAL FORMATTING RULES Home->Conditional Formatting->Manage Rules Can edit, delete, or create new rules 13

14. 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 14

15. 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 15

16. 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 16

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