DAY 8:EXCEL CHAPTER 5

RAHUL KAVIRahul.Kavi@mail.wvu.edu

September 12, 2013

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LAST CLASS

• Charts• Printing Charts• Sparklines• Trendlines

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WORKING WITH LARGE DATASETS

• Freezing Rows and Columns• Printing• Tables• Sorting• Filters• Conditional Formatting

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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

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PRINTING

• Page Breaks– Page Layout->Breaks

• Print Area– Page Layout->Print Area

• Print Titles– Select rows and columns to print on every page.– Usually this is used for data labels

• Page Order– Down, then over– Over, then down

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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

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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.

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CREATING TABLES

• Click a cell within the existing range of data, then Insert->Table

• Verify the range, click Ok• Name Table• Choose Style

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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

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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

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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

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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]

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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

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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

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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

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MANAGING CONDITIONAL FORMATTING RULES

• Home->Conditional Formatting->Manage Rules

• Can edit, delete, or create new rules

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NEXT CLASS

• Outlines• Grouping• PivotTables• PivotCharts