Essential Excel Tools, Tips & Tricks Nicole Soer Loras College.

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Presentation transcript:

Essential Excel Tools, Tips & Tricks Nicole Soer Loras College

Why

Example 1 (demographic)

Example 2 (financial)

Quick Bar Find a quick average, count or sum of selected cells. Also find maximum and minimum.

Printing Column Headings on Each Page Page Layout tab > Print Titles button

Tables Tables provide a quick way to look at certain attributes like 90 or more credits…

Tables Students registered as graduate students…

Tables Students who are NOT graduate students but ARE registered for less than 12 credits…

Pivot Tables Tool with reporting functionality that helps summarize and analyze data

Pivot Tables Tool that helps dynamically summarize and analyze large amounts of data

Pivot Tables Pivot tables are a powerful tool that gives important information about our data like…

Pivot Tables Cohort counts and outliers

Pivot Tables Breakdown cohort by state

Pivot Tables Detail in on 09/FA cohort who have SR status and are from MN

Pivot Tables Determine sum and total average of student loan amounts and count of students

Duplicate Entries Excel can color code duplicate entries with Conditional Formatting.

Custom Sorts Home tab > Sort & Filter > Custom Sort Sort by cell color

Custom Sorts Sort by multiple fields

Removing Duplicates Take care with this! Data tab > Remove Duplicates

Function Basics To use functions, you must have = sign, the function ( SUM in this case) and the arguments ( F2:L2 )

Function Basics To enter a function, type it in the cell…

Function Basics or click the f x button to use the wizard

Filling in Functions Click and drag OR double click the box in the corner of the cell.

Absolute vs. Relative Cell References Absolute: the cell address stays same when filling Relative: the cell address changes when filling

VLOOKUP Looks up a set of data from another spreadsheet Grade book o 90 – 100 = A o = B Financial Aid Calculator o GPA 3.5 – 4.0 = 20,000 o GPA 3.3 – 3.49 = 15,000 ID look up o Combine information from demographic sheet to financial sheet

VLOOKUP

VLOOKUP

IF Usually compares 2 things If something is true, do a calculation or show text If it’s not, do this calculation or show text

CONCATENATE Combine cells, text or numbers