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Analyzing Table Data
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Objectives Filter a table Create a custom filter
Filter a table with Advanced Filter Extract table data Microsoft Office Illustrated
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Objectives Look up values in a table Summarize table data
Validate table data Create subtotals Microsoft Office Illustrated
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Filtering a Table Filter – display records meeting user-specified criteria AutoFilter – uses filter list arrows to set criteria Search criterion – text you are searching for Microsoft Office Illustrated
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Filtering a Table Microsoft Office Illustrated
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Creating a Custom Filter
Custom AutoFilter – creates complex filters to narrow displayed records Comparison operators Greater than Less than Logical conditions And –both criteria met Or – one or more criteria met Microsoft Office Illustrated
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Creating a Custom Filter
Microsoft Office Illustrated
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Using More than One Rule when Conditionally Formatting Data
You can apply conditional formatting to table cells in the same way that you can format a range of worksheet data After you have applied conditional formatting such as color fills, icon sets, or color scales to a numeric table range, you can use AutoFilter to sort or filter based on the colors or symbols Microsoft Office Illustrated
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Filtering a Table with the Advanced Filter
Criteria range – cell range containing one row of labels and at least one additional row underneath containing the criteria And condition – criteria in same row Or condition – criteria in different rows Microsoft Office Illustrated
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Filtering a Table with the Advanced Filter
Microsoft Office Illustrated
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Using Advanced Conditional Formatting Options
You can emphasize top- or bottom-ranked values in a field using conditional formatting You can also format your worksheet or table data using icon sets and color scales based on the cell values A color scale uses a set of two, three, or four fill colors to convey relative values Microsoft Office Illustrated
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Extracting Table Data Extract data – filtered data copied to different range Microsoft Office Illustrated
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Extracting Table Data Microsoft Office Illustrated
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Understanding the Criteria Range and the Copy-to Location
When you define the criteria range and the copy-to location in the Advanced Filter dialog box, Excel automatically creates the range names Criteria and Extract for these ranges in the worksheet The Criteria range includes the field names and any criteria rows underneath them The Extract range includes just the field names above the extracted table Microsoft Office Illustrated
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Look Up Values in a Table
VLOOKUP – locates values Searches vertically down the left-most column Reads across the row to value in specified column Microsoft Office Illustrated
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Look Up Values in a Table
Microsoft Office Illustrated
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Finding Records using the DGET Function
You can also use the DGET function to find a record in a table that matches specified criteria Unlike VLOOKUP, you do not have the option of using a Range_Lookup value of TRUE to find an approximate match Microsoft Office Illustrated
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Using the HLOOKUP and MATCH functions
HLOOKUP searches horizontally across the upper row of a table until it finds the matching value, then looks down the number of rows you specify You can use the MATCH function when you want the position of an item in a range The MATCH function uses the syntax: MATCH(lookup_value,lookup_array,match_ type) Microsoft Office Illustrated
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Summarizing Table Data
Database functions allow you to summarize table data in a variety of ways Microsoft Office Illustrated
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Summarizing Table Data
Microsoft Office Illustrated
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Validating Table Data The Excel data validation feature allows you to specify what data users can enter in a range of cells Restrict data to whole numbers, decimal numbers, or text Specify list of acceptable entries Excel displays an error message when invalid data is entered Microsoft Office Illustrated
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Validating Table Data Microsoft Office Illustrated
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Adding Input Messages and Error Alerts
You can customize the way data validation works Input message – displays when users select that cell Error alert – when users enter invalid data Microsoft Office Illustrated
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Creating Subtotals Subtotals – group and summarize data SUM COUNT
AVERAGE MAX MIN Microsoft Office Illustrated
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Creating Subtotals Microsoft Office Illustrated
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