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DAY 4: EXCEL CHAPTERS 1 & 2 Rohit [email protected] August 31 st , 2015 1

DAY 4: EXCEL CHAPTERS 1 & 2 Rohit [email protected] [email protected] August 31 st, 2015 1

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Page 1: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

DAY 4:EXCEL CHAPTERS 1 & 2

[email protected]

August 31st, 2015

1

Page 2: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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THINGS TO REMEMBER

• MyITLab Lesson A Due 8th September• In Class Project soon.• Conditional Statements• Payments• Lookup Functions• Range Names• Manage Range Names

Page 3: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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BASIC FORMATTING

• Alignment• Labels- Merge & Center• Indent• Wrap Text• Borders• Fill Color• Font Color

Page 4: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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BASIC FUNCTIONS

• SUM• AVERAGE• MAX• MIN• MEDIAN• COUNT• RANK

Page 5: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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DATES AND TIME

• TODAY()• NOW()

Page 6: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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CONDITIONAL

• IF(condition, then, else)– Equal =– Not Equal <>– Less Than <, LT or Equal <=– Greater Than >, GT or Equal >=

• Example: You want to add bonus points if there is a yes in the bonus column– IF(C2=“YES”,B2+$E$2,B2)

Page 7: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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NESTED FUNCTIONS

• You can use a function as the parameter for another function.

• Example: Drop the lowest grade– 5 Assignments, 25 points each– SUM(B2:F2, -MIN(B2:F2))

Page 8: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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PAYMENTS

• Used for calculating loan payments• PMT(rate, number of periods, present

value)– Rate is per payment period– Present value of the Loan / Investment

Page 9: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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LOOKUP FUNCTIONS

• VLOOKUP(value, lookup table, column)– value is the item to look up– the table should use absolute references

($A$1:$B$6)– column is the column in the lookup table to

get the return value

• HLOOKUP(value, lookup table, row)– same as VLOOKUP, but for horizontal lookup

tables

Page 10: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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RANGE NAMES

• Range names make it easier to specify ranges in formulas and find ranges within large spreadsheets– Must begin with a letter or underscore– Only letters, numbers, underscores, and

periods

• You can reference the range in formulas with the name instead of using absolute references

Page 11: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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MANAGING RANGE NAMES

• Name Box• Name Manager Tool

– Formulas->Name Manager– Can add, edit, or delete ranges names

• Use in Formula– Paste Names as documentation– Find name for formula

• Autocomplete will show range names, double click the name to fill it in

Page 12: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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TEXT MANIPULATION

• Convert Text to Columns– Data->Text to Columns– Just like importing text files

• CONCATENATE()– Combines text

Page 13: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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CHANGING CASE

• PROPER()– Also known as title case– First letter of each word capitalized

• UPPER()• LOWER()

Page 14: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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SUBSTITUTE

• SUBSTITUTE(text, old text, new text, n)– text: the text you want to make the

substitution to– old text: the text you want to remove– new text: the text you want to replace old text

with– n: which occurrence to change

• If n is not specified, all text matching old text will be replaced with new text

Page 15: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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OTHER TEXT FUNCTIONS

• TRIM()– Removes leading and trailing spaces

• LEFT(text, n)– Returns the leftmost n characters of text

• RIGHT(text, n)– Returns the rightmost n characters of text

• MID(text, start, n)– Returns n characters of text, starting with the

character in the position specified by start

Page 16: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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XML

• eXtensible Markup Language• Why use XML?• Each piece of data has a tag that specifies

what it represents• A tag is like a label• HTML is a specific form of XML with limited

tags (<h1>header</h1>, <b>bold</b>, etc.)• XML can have any tag

Page 17: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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XML

• Wrong XML File• XML only carries data• No information on how to display it (like

Word, Excel, etc.)

Page 18: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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XML SYNTAX

• Element– Start tag, end tag, and data

• Tags– Tags use angled brackets <>– End tags must have the same name as the start tag, but

are prefixed with a /– <example>data</example>– Tags are case sensitive so you can’t end an <example>

with </Example>

• Comments <!-- comment tags do not need an end tag -->

Page 19: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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XML IMPORT

• Data Ribbon->From Other Sources->From XML Data Import

Page 20: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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CUSTOM XML IMPORTS

• File->Open->Select XML File• Choose “Use the XML Source task pane”• Drag elements to the desired cells• Right click on the XML area, XML->Import

and select the XML file again• Excel will import the data in the format you

laid out

Page 21: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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CHARTS

• Charts are visual representations of data.• Important Chart Terms

– Chart Area: entire chart– Plot Area: area where data is displayed– Title: brief description of chart– X-axis: labels and scale or category– Y-axis: labels and scale or category– Legend: labels for colors used

Page 22: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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TYPES OF CHARTS

• Column/Bar Charts– Clustered– Stacked– 100% Stacked

• Line Charts– Simple– Stacked– 100% Stacked

• Pie Charts– Simple– Exploded Pie– Pie of Pie– Bar of Pie

• Area Charts– Like line charts, but

area below line is filled

• Scatter Plot

Page 23: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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MORE CHART TYPES

• Stock Charts– High-Low-Close– Open-High-Low-Close

(candlestick)– With or without volume

(how many shares were traded) data

• Surface Chart– 3D plot of two

variables per category

• Doughnut Chart– Like pie chart, but can

show multiple data series

• Bubble Chart– Like scatter chart, but

shows three variables.– The 3rd variable

controls the size of the bubble

• Radar Chart

Page 24: DAY 4: EXCEL CHAPTERS 1 & 2 Rohit rorohit@mix.wvu.edu rorohit@mix.wvu.edu August 31 st, 2015 1

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