1. Excel for EMIS A few of my favorite things
Michaelene Vincent
5/7/2017

2. Goals Zoom Copy / Paste Find/Replace Add Comments Wrap Text VLOOKUP
Freeze Panes
Fill Handle
Print Header row
Concatenate
Hide Columns
Pivot Table
Conditional Format

3. Zoom
For more comfortable viewing, use slide

4. Replace funky date Date may appear 00:00.0 but is actually
7/1/ :00:00 AM
as seen in the formula bar
In the formula bar, select the part to replace and copy
Select Replace from ribbon
Paste the copied selection in window
Replace with nothing

5. Wrap Text from Home tab Data in the cell wraps to fit the column width
Adjusts to largest content
Control “line return” with
ALT + Enter
Auto-adjust columns by double-clicking between column names
Remember to Select all (Ctrl +A) to auto adjust the whole worksheet
Or select just Row 1

6. Freeze Panes
Example: clicking cursor in cell D2 will allow ‘freezing’ row 1 and columns A, B and C (left)
(frozen panes are
highlighted blue in
this example)
From View,
Freeze Panes, click
the down carat
Choose Freeze
Panes
Excel looks up and left for this function
This affects viewing only, not printing

7. Repeat Header Row on Every Page
Don’t forget to print gridlines too!

8. Hide Columns Example, select Column M, right click, Hide
Select columns L through N, right click to Unhide

9. Find Duplicates with Conditional Format

10. Conditional Format Dates
Highlight students not enrolled for FAY
Select columns with Start Dates
Example: add Conditional Formatting for cell value greater than Friday of the 1st full week of October
- Use conditional format to highlight STDNT STAND START DATE / STDNT ATTRIBS START DATE

11. Custom Sort Data
Use Custom Sort to sort by content (values), font color, cell color or multiple columns

12. Add Filter
Select all
From Home tab, or from the Data tab, select ‘Filter’
Adds the filter to Row 1
Filter on the Cell Color, Font Color, as well as the contents
Type in Search box
Clear

13. Copy new reports, Paste Use Ctrl + A to select all data in new reports
Or click the corner
to select all
In your current workbook, paste (Ctrl + V) on a new worksheet
Insert one if needed
Click and drag worksheets to location you want within the workbook

14. Rename and Color Sheet Tab
Right click the Sheet tab (e.g., Sheet 2)
Rename and type name while selected
Change Tab Color
Add Comment
Right click the cell
Click Insert Comment

15. VLOOKUP Fx (function) for step by step wizard
Insert a column for the results
With cursor in first cell below header, click Fx, Type VLOOKUP, click G0

16. VLOOKUP Steps Type or click C2 in the box
What one piece of data can be found on both sheets? (Hint: SSID is in C2)
That is the Lookup_Value.
Type or click C2 in the box

17. Table_Array Select the source data column headings That is Table_Array
Click the column with the Lookup_Value and drag to include the column with the data to return
That is Table_Array
Example: Click and drag to select columns A through F to return the withdrawal date

18. Col_index_num
What column of the Table_Array has the data we want to bring back?
6 columns exist from Columns A to F
That is the Col_index_num
Type 6 in the box

19. Range_Lookup Always type false (not case sensitive) in Range_Lookup
True or blank will return the nearest match to the Lookup_Value

20. FILL DOWN
Once one good formula is created in the first cell, rest the cursor over the fill handle until it becomes a skinny plus sign ( + )
Double click
Excel will fill down to the last cell where data existed to the left

21. Concatenate
It can be helpful for the Last and First Name to be in one cell
Use Fx

22. Pivot Table Insert tab > Pivot Table
Be sure that each column across the first row of the worksheet in the source data has a name
The rows below the headings should contain similar items within the column
There should be no empty columns within the data that we are using for the PivotTable report. We also recommend that there be no empty rows
- Save the workbook. ‘Data source reference is not valid,’ means the Excel document needs to be saved as an Excel document.

23. Pivot Table, continued Accept defaults
A new worksheet will be created (rename)
Every column must have a name in Row 1
Make sure there are no blank rows in the data

24. Pivot Table example
From the Fields list, click and drag Bldg IRN below Report Filter
Click and drag WKC IRN under Column Labels
Click and drag WKC CODE under Row Labels
Click and drag Full Name under Row Labels below WKC Code
Click and drag WKC IRN under Values
Caution: Changes in the source data are not automatically changed in the Pivot table. On the Pivot Table tools toolbar, options, click Refresh

25. Pivot Table-Make a sheet for each Principal
Copy the resulting worksheet into a new Excel Workbook and provide it for that building Principal

26. Thanks!