1. Chapter 5 Creating, Sorting, and Querying a Table
Microsoft Excel 2010
Chapter 5
Creating, Sorting, and Querying a Table

2. Objectives Create and manipulate a table Delete sheets in a workbook
Add calculated columns to a table
Use icon sets with conditional formatting
Use the VLOOKUP function to look up a value in a table
Print a table
Add and delete records and change field values in a table
Creating, Sorting, and Querying a Table

3. Objectives Sort a table on one field or multiple fields Query a table
Apply database functions, the SUMIF function, and the COUNTIF function
Use the MATCH and INDEX functions to look up a value in a table
Display automatic subtotals
Use Group and Outline features to hide and unhide data
Creating, Sorting, and Querying a Table

4. Project – Kenson College Scholarship Fundraiser Table
Creating, Sorting, and Querying a Table

5. Project – Kenson College Scholarship Fundraiser Table
Creating, Sorting, and Querying a Table

6. General Project Guidelines
Create and format the table
Sort the table
Obtain answers to questions about the data in the table using a variety of methods to query the table
Extract records from the table based on given criteria
Display subtotals by grouping data in the table
Creating, Sorting, and Querying a Table

7. Guidelines for Creating a Table in Excel
Creating, Sorting, and Querying a Table

8. Formatting a Range as a Table
Select the range to format
Click the Format as Table button (Home tab | Styles group) to display the Format as Table gallery
Click the desired table style
Creating, Sorting, and Querying a Table

9. Formatting a Range as a Table
Creating, Sorting, and Querying a Table

10. Modifying a Table Quick Style
Select a cell to activate the table
Click the Format as Table button (Home tab | Styles group) to display the Format as Table gallery and then right-click the desired table style
Click Duplicate on the shortcut menu to display the Modify Table Quick Style dialog box
Type the desired table style name in the Name text box to name the new style
With Whole Table selected in the Table Element list, click the Format button to display the Format Cells dialog box
Creating, Sorting, and Querying a Table

11. Modifying a Table Quick Style
Select the desired font, font style, and color in the Format Cells dialog box
Click the OK button
Creating, Sorting, and Querying a Table

12. Entering Records into a Table
Creating, Sorting, and Querying a Table

13. Adding New Fields to a Table
Enter the new column headings
Select the first cell under the new column heading, and then enter the desired formula
Ex: FundsRaised]] /
Format the range as desired
Creating, Sorting, and Querying a Table

14. Adding New Fields to a Table
Creating, Sorting, and Querying a Table

15. Creating a Lookup Table
Creating, Sorting, and Querying a Table

16. Using the VLOOKUP Function
With the desired cell selected, type the VLOOKUP function
Ex: =vlookup(i9, $l$3:$m$7, 2
Creating, Sorting, and Querying a Table

17. Adding a Conditional Formatting Rule with an Icon Set
Select the range to contain the conditional formatting
Click New Rule in the Conditional Formatting list to display the New Formatting Rule dialog box
Click the Format Style box arrow to display the Format Style list
Click Icon Sets in the Format Style list to display the Icon area in the Edit the Rule Description area
Click the Icon Style box arrow to display the Icon Style list and then click the desired icon style
Creating, Sorting, and Querying a Table

18. Adding a Conditional Formatting Rule with an Icon Set
Enter the desired values for each icon in the New Formatting Rule dialog box
Click the OK button to display icons in each cell
Creating, Sorting, and Querying a Table

19. Adding a Conditional Formatting Rule with an Icon Set
Creating, Sorting, and Querying a Table

20. Using the Total Row Check Box
Make the table active
Click the Total Row check box (Table Tools Design tab | Table Style Options group) to add the total row and display the record count in the far-right column of the table
Click the cell in the total row
Click the arrow on the right side of the cell to display a list of available statistical functions
Click the desired function
Creating, Sorting, and Querying a Table

21. Using the Total Row Check Box
Creating, Sorting, and Querying a Table

22. Printing the Table
Activate the table, and then click File on the Ribbon to open the Backstage view
Click the Print tab to display the Print gallery
Click the Print Active Sheets in the Settings area to display a list of parts of the workbook to print
Select Print Selected Table to choose to print only the selected table
If necessary, change the orientation
Click the Print button to print the table
Creating, Sorting, and Querying a Table

23. Printing the Table
Creating, Sorting, and Querying a Table

24. Sorting a Table in Ascending Sequence by Name Using the Sort & Filter Button
Click a cell in the column to be sorted, and then click the Sort & Filter button (Home tab | Editing group) to display the Sort & Filter menu
Click the Sort A to Z command to sort the table in ascending sequence by the selected field
Creating, Sorting, and Querying a Table

25. Sorting a Table in Ascending Sequence by Name Using the Sort & Filter Button
Creating, Sorting, and Querying a Table

26. Sorting a Table Using the Sort Command on an AutoFilter Menu
Click the desired AutoFilter arrow to display the AutoFilter menu for the selected field
Click the desired sort command
Creating, Sorting, and Querying a Table

27. Sorting a Table on Multiple Fields Using the Custom Sort Command
With a cell in the table active, click the Sort & Filter button (Home tab | Editing group) to display the Sort & Filter menu
Click Custom Sort on the Sort & Filter menu to display the Sort dialog box
Click the Sort by box arrow to display the field names in the table
Click the first field on which to sort to select the first sort level
Select the desired options for Sort On and Order
Click the Add Level button to ask a new sort level, and then repeat the previous two steps
Click the OK button to sort the table
Creating, Sorting, and Querying a Table

28. Sorting a Table on Multiple Fields Using the Custom Sort Command
Creating, Sorting, and Querying a Table

29. Querying a Table Using AutoFilter
Display the AutoFilter menu for the field to query
Remove the check marks next to the fields you wish to hide
Click the OK button to apply the AutoFilter criterion
Creating, Sorting, and Querying a Table

30. Showing All Records in a Table
Click the Filter button (Data tab | Sort & Filter group) to display all of the records in the table
Creating, Sorting, and Querying a Table

31. Entering Custom Criteria Using AutoFilter
Click the Filter button (Data tab | Sort & Filter group) to display the AutoFilter arrows in the table
With the table active, click the desired field to display the AutoFilter menu
Point to Number Filters to display the Number Filters submenu
Click Custom Filter to display the Custom AutoFilter dialog box
Select the desired options for the AutoFilter
Click the OK button
Creating, Sorting, and Querying a Table

32. Entering Custom Criteria Using AutoFilter
Creating, Sorting, and Querying a Table

33. Creating a Criteria Range on the Worksheet
Select the desired range, and then click the Copy button (Home tab | Clipboard group)
Select the destination cell, and then press the ENTER key to paste the contents on the Office Clipboard to the destination area
Enter the desired criteria
Select the range, click the Name box in the formula bar, type the desired range name, and then press the ENTER key
Creating, Sorting, and Querying a Table

34. Creating a Criteria Range on the Worksheet
Creating, Sorting, and Querying a Table

35. Querying a Table Using the Advanced Filter Dialog Box
Activate the table
Click the Advanced button (Data tab | Sort & Filter group) to display the Advanced Filter dialog box
Click the OK button to hide all records that do not meet the comparison criteria
Creating, Sorting, and Querying a Table

36. Querying a Table Using the Advanced Filter Dialog Box
Creating, Sorting, and Querying a Table

37. Creating an Extract Range and Extracting Records
Activate the table
Click the Advanced button (Data tab | Sort & Filter group) to display the Advanced Filter dialog box
Click ‘Copy to another location’ in the Action area to cause the records that meet the criteria to be copied to a different location on the worksheet
Click the OK button to copy any records that meet the comparison criteria in the criteria range from the table to the extract range
Creating, Sorting, and Querying a Table

38. Creating an Extract Range and Extracting Records
Creating, Sorting, and Querying a Table

39. Displaying Automatic Subtotals in a Table
Select the cell to display a subtotal
Right-click anywhere in the table and then point to the Table command on the shortcut menu to display the Table submenu
Click Convert to Range on the Table submenu to display a Microsoft Excel dialog box
Click the Yes button to convert a table to a range
Click the Subtotal button (Data tab | Outline group) to display the Subtotal dialog box
Click the ‘At each change in’ box arrow and then click the column heading on which to create subtotals
Creating, Sorting, and Querying a Table

40. Displaying Automatic Subtotals in a Table
If necessary, select Sum in the Use function list
In the ‘Add subtotal to’ list, select the values to subtotal
Click the OK button to add subtotals to the range
Creating, Sorting, and Querying a Table

41. Displaying Automatic Subtotals in a Table
Creating, Sorting, and Querying a Table

42. Zooming Out on a Subtotaled Table and Using the Outline Feature
Click the Zoom Out button as many times as desired to reduce the zoom percent
Click the row level symbol 2 on the left side of the window to hide all detail rows and display only the subtotal and grand total rows
Click each of the lower two show detail symbols (+) on the left side of the window to display detail Records and to change the show detail symbols to hide detail symbols
Click the row level symbol 3 on the left side of the window to show all detail rows
Creating, Sorting, and Querying a Table

43. Zooming Out on a Subtotaled Table and Using the Outline Feature
Creating, Sorting, and Querying a Table

44. Removing Automatic Subtotals from a Table
Click the Subtotal button (Data tab | Outline group) to display the Subtotal dialog box
Click the Remove All button (Subtotal dialog box) to remove all subtotals and close the Subtotal dialog box
Creating, Sorting, and Querying a Table

45. Removing Automatic Subtotals from a Table
Creating, Sorting, and Querying a Table

46. Chapter Summary Create and manipulate a table
Delete sheets in a workbook
Add calculated columns to a table
Use icon sets with conditional formatting
Use the VLOOKUP function to look up a value in a table
Print a table
Add and delete records and change field values in a table
Creating, Sorting, and Querying a Table

47. Chapter Summary Sort a table on one field or multiple fields
Query a table
Apply database functions, the SUMIF function, and the COUNTIF function
Use the MATCH and INDEX functions to look up a value in a table
Display automatic subtotals
Use Group and Outline features to hide and unhide data
Creating, Sorting, and Querying a Table

48. Microsoft Excel 2010
Chapter 5 Complete