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MICROSOFT EXCEL TRAINING. Advanced & Business Data Analysis focused. Data Manipulation. Data Types. Data type, in Excel, refers to the characteristics of the information stored in the worksheet cell. There are 4, namely Number Text Boolean Formula. Data Formatting. - PowerPoint PPT Presentation
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MICROSOFT EXCEL TRAINING
Advanced & Business Data Analysis focused
[email protected] 234-808-938-2423
3
Data TypesData type, in Excel, refers to the characteristics of the information stored in the worksheet cell.There are 4, namely• Number• Text• Boolean• Formula
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4
Data FormattingExcel allows data (mostly numbers) to be displayed in special formats.• Date and Time• Currency• Percentage & Fraction• Scientific• Custom Formats
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5
Data ConsistencyTo allow for scalability and reduce error tendencies, data consistency must be maintained.• Consistent formatting across a data field• Use of a compact data entry design• Consistent naming/spelling of static text
entries• Use of descriptive and consistent sheet
and range names
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6
Planning for Scalability• Always work with the end in mind• Use a pre-determined naming scheme of
files, worksheets and data fields• Name every sheet and file from the start• Avoid leaving formulas in cells except
when necessary• Don’t have more than one table on the
same column range, except you are making a summary table (or for charts)
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7
Data SortingExcel enables you to arrange data in a table in any order you want.• Ascending order• Descending order• By Color• By Value• Across Row or Column
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8
Data FilteringExcel allows you to hide (or filter out) data with field entries you are not interested in.• Filter enables you to make dynamic
charts when used in a summary table• Filter allows for arithmetic operation
on the non-hidden data
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9
Data Cleaning• Removal of Duplicate entries• Text-to-column to break a field to
multiple fields• Grouping to make reports less clumsy• Data Validation to prevent errors• Conditional Formatting to identify
unwanted entries
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11
Chart Types• Line Chart• Column Chart• Bar Chart• Pie Chart• Other Charts• Sparklines
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Secondary ChartsExcel allows you to combine 2 or more charts on the same graph.• When to do this• How to do this• Using the same horizontal axis but
two different vertical axes
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13
Best Practices• Don’t use a 3D chart for business
reporting• Use line charts to show trend over a
period of time• Use Column charts to show
performance of independent metrics• Use Bar charts when column charts
will be too clumsy in display • Rarely use pie charts
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15
Pivot TablePivot Table allows you to do instant analysis on a large data table.• Default Pivot Table– Different Fields– Applying Filter– Changing field values
• Tabular Pivot Table• Using Formulas on Pivot table values• Pivot Table Tricks
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Pivot Chart & PowerPivotPivot chart is simply a chart of the pivot table. • The unique features of the Pivot Chart
PowerPivot is an addin for Excel 2010, and built into Excel 2013• It allows you to work with more
external database and also on very large database
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Starting with the Worksheets
• Naming Sheets• Moving and Copying sheets• Inserting Sheets and Tab Color• Linking Sheets in formula, special tips• Freezing Panes and Splitting Windows• Different Views – Normal, Page Layout
and Page Break Preview
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Lookup Functions• Vlookup• Hlookup• Looking up the last data in a row or
column• Overcoming the limitations of Vlookup
and Hlookup using Index and Match• Creative use of Lookup
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20
Power Functions• IF & IFERROR• AND, OR• Text functions and special tricks• COUNTIFS, SUMIFS and AVERAGEIFS• Using the formula tab creatively• Formula auto-complete• Formula Evaluation
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Professional Reports• Best Practices• Having an Almighty sheet• Knowing what to send and what to
keep• Having the report audience in mind• E-mails: Done right the Excel way• Excel reports and printing• Excel Dashboard
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Excel to PowerPoint• Linking Charts in PowerPoint to Excel• Embedding Excel sheets in PowerPoint• Formatting Tables in PowerPoint• Formatting Charts in PowerPoint• PowerPoint tips
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Excel VBA• Why you’ll someday need VBA• Recording Macros• The Limitations of recorded Macros• The Easy way to writing your VBA
program• Getting vital help• Essential tips• Examples