CHAPTER TWO: SPREADSHEETS WITH EXCEL€¦ · CHAPTER TWO: SPREADSHEETS WITH EXCEL 9 OMA241 –INTEGRATED OFFICE APPLICATIONS | Activity 2.1 – Create Column Chart a) From the Chapter2

CHAPTER TWO: SPREADS HEETS WITH EXCEL 1

OMA241 –INTEGRATED OFFICE APPLICATIONS |

TOPIC

Create and Modify Charts

Sort and Filter

Create Pivot

Tables

CHAPTER 2

SPREADSHEETS

WITH EXCEL



Charts are easier to interpret and remember than text and figures displayed in a

worksheet. Therefore, users create various types of charts for help in using the data in

the worksheet.

It is important to understand these parts of charts. Remember the x-axis is the

horizontal axis and the y-axis is the vertical axis.

Parts of Chart

LESSON 1 CREATE AND

MODIFY CHARTS

Chart area

Vertical axis

Axis title

Horizontal axis

Category

Title

Axis title

Legend



Modify a Chart

Use Chart Tools Design tab to modify design elements such as styles

Use the Chart Tools Layout tab to modify layout elements such as titles and labels

Use the Chart Tools Format tab to insert and format graphic objects



Sort a Worksheet

Sort a single column using the Sort & Filter list

o Options vary by data in selected column

Sort multiple columns using Sort dialog box

Filter Worksheet Data

Use a filter to display and work with a subset of data

Apply filter to data from Sort & Filter list

Column headings

display filter

arrows

LESSON 2 SORT AND FILTER

Filter arrow



Click filter arrow to select filter options

o Click (Select All) to deselect all boxes

o Click in one or more boxes to display only

rows that contain those entries

Click Text Filters (or Number Filters) to see

additional filter options

Click Custom Filter to create a

more complex filter in the

Custom AutoFilter dialog box



A B O U T P I V O T T A B L E S

Use a PivotTable to summarize large amounts of data

Create several reports to see different views of same data

Use PivotTable styles for impact

Create a PivotTable

1) Click in the data to use for PivotTable

2) Click InsertTables PivotTable to

open dialog box

o Verify the data range

o Choose where to place the

PivotTable

LESSON 3 CREATE PIVOTTABLES

If the Table/Range box contains the incorrect range, click the Collapse Dialog

button to correct the range.



3) Click boxes in the PivotTable Field List to add fields to

the report o Select fields in the order in which they should

display in the report

Work with PivotTable Data

1) Click plus to display hidden data or minus to

hide data

2) Display Value Field Settings dialog box to:

Change field name

Change calculation type

Change number format

For more control over where fields appear in the report, drag the fields to

the desired location.



Filter a PivotTable

1) Click arrow to right of row label column heading

a. Select field to filter

b. Deselect (Select All) and choose criteria

2) Use a slicer as an alternate way to filter data

Choose the field for the slicer and then select entries to display only the data for those items.



Activity 2.1 – Create Column Chart

a) From the Chapter2 Data file folder, open sales. Save it Excel–A1.

b) Select the appropriate cells and create column chart.

Use the default Layout and Style 2.

Chart Title : Yearly Unit Sales Report

Horizontal axis title : Units

Vertical axis title :Representative

c) Format the chart area – texture fill using Parchment;

border color : brown

border style : accent 4 with 3.5 pt, double with rounded corner

d) Format the vertical axis options to diplay units in

thousands.

e) Insert a textbox , type the text “ Sales Award”.

Format with Ice Blue, Background 2 fill; apply border

color and accent glow effect of your choice.

Activity 2.2 – Sort a Worksheet with More than 1 Criterion

a) From the Chapter2 Data file folder, open sessions. Save it Excel–A2.

b) Select the cells

c) Sort by Instructor is ascending order.

d) Click Add Level .

e) Then sort by room in ascending order

f) Then sort by fee in descending order.

CLASS ACTIVITY



Activity 2.3 – Create Pivot Table

a) From the Chapter2 Data file folder, open applicant tracking. Save it

Excel–A3.

b) Create a PivotTable that displays the following fields as

row labels: Recruiter Name, Last Name, Status of Application and Date

Resume.

Change the layout to Outline.

Rename the sheet tab as PivotTable A.

c) Create another Pivot Table.

For Row label : Source of Applications

For Column Label and Value box : Positions Applied

What were the two leading sources of applications? ______________

What was the primary source for the management trainee position?

__________________________________

Rename the sheet tab as PivotTable B.

d) Create another Pivot Table.

For Row label : Last Name and First Name

For Column Label and Value box : Status of Application

How many complete applications do you have? ______________

How many total applications do you have? ________________

Rename the sheet tab as PivotTable C.

e) Using the slicer feature, filter the Pivot Table C, to display the

documents needed by Younger.



Excel 1 – Sort

1) Open inventory and save it as Excel-Lab1.

2) Select row 3; freeze panes. Scroll down the worksheet so that row 60

displays immediately below the column headings on row 3.

3) Type the new inventory shown below

Bonus room Pool table 3000

Bonus room HD television SS-39-03-T 3000

4) Sort the inventory by room in ascending order and then by item in

ascending order.

Excel 2 – Pivot table

1) Open sales analysis, and save it as Excel-Lab2.

2) Create the following Pivot Table as new worksheets

3) Display the State field in the Row Label box;

Display the Commercial, Residential and Student fields in the Value box.

Choose Average calculations.

What were the average sales for each customer type by state? _______ Format the customer sales as Currency and 0 decimals.

Rename the sheet tab as PivotTable A.

4) Add the Representative field in the Row Label box; Use the slicer to filter the show TN only.

Choose MAX calculations.

Which sales representative had the maximum sales for each customer

type? _______ Copy the PivotTable A and Rename it as PivotTable B.

5) Create another Pivot Table.

Select the field State as the row label.

Select S-1, S-2. S-3 and S-4 in the value box.

In the slicer, press CTRL and click the two states not selected to show all

states.

Which of the four types of service did most students purchase overall?

____. Rename it as PivotTable C.

Let’s Apply It.

Documents

CHAPTER TWO: SPREADSHEETS WITH EXCEL€¦ · CHAPTER TWO: SPREADSHEETS WITH EXCEL 9 OMA241 –INTEGRATED OFFICE APPLICATIONS | Activity 2.1 – Create Column Chart a) From the Chapter2