Adirondack Solutions Users Group 2017 Excel for ASI: Basics Adirondack Solutions Users Group 2017 Excel for ASI: Basics Led by Michael Fogarty, Nicole Kelly, Dennis Lue Yat Monday 1:00PM – 2:00PM

Agenda Export reports Removing duplicates Comma vs Tab Excel for ASI: Basics Agenda Export reports Removing duplicates Comma vs Tab Basic formulas (sum, sumif, countif, concatenate) Leading zeros Commas in data Data filters Excel Help & Google Conditional formatting

Export reports: Comma vs Tab Excel for ASI: Basics Export reports: Comma vs Tab What is a delimiter? When you choose a delimiter, you are choosing a character that marks where your data separates into columns

Export reports: Comma, open w/Excel Excel for ASI: Basics Export reports: Comma, open w/Excel + Typically CSV defaults to “Open with” Excel + No additional steps if data has no leading zeros +/- Commas in data are stripped

Export reports: Tab, open w/Excel Excel for ASI: Basics Export reports: Tab, open w/Excel + Not usually default for .txt but can “Open with” Excel + No additional steps if data has no leading zeros + Commas in data are preserved

Export reports: Tab, Save File Excel for ASI: Basics Export reports: Tab, Save File Save as Tab (txt), start Excel, File > Open to select the TXT file Text Import Wizard pops up automatically Delimited > Tab > (select columns) Text > Finish Leading zeros and commas are preserved Note: opening a CSV file this way will not bring up the Text Import Wizard. To use a CSV file in Excel and preserve the leading zeros and commas, in Excel, you can go to Data > Get External Data > From Text… and follow the same concept, just a few more steps than this method.

Data Filters Quick Excel Trick 1: Data > Filter Excel for ASI: Basics Data Filters Quick Excel Trick 1: Data > Filter Adds a “drop-down” filter to every column header Filter by one or more columns # of records shown at bottom of window

Conditional Formatting Excel for ASI: Basics Conditional Formatting Quick Excel Trick 2: Home > Conditional Formatting Automatically highlight cells that meet a certain condition, such as >, <, =, Between, Contains text, Date range, Duplicate, & Unique values

Removing Duplicates Quick Excel Trick 3: Data > Remove Duplicates Excel for ASI: Basics Removing Duplicates Quick Excel Trick 3: Data > Remove Duplicates Handy for combining lists

Excel for ASI: Basics Basic Formulas

Excel for ASI: Basics Excel Help & Google Excel Help and Google are great tools when you are learning Looking at other example formulas, you can follow the pattern and adapt them to your data With Google, you will likely find many people have asked the same question as you in a forum in the same way you would ask, so you can get help without knowing the technical term, for example: Google search: “Excel put two columns together into one” Answer: Concatenation formula, using the & between cell referneces

Walkthrough creating a population report Excel for ASI: Basics Scenarios Walkthrough creating a population report

Excel for ASI: Basics Contact Information Thank you for participating! Should you have any questions regarding this presentation, please use the contact information below: Michael Fogarty 908-725-8869 x220 mfogarty@adirondacksolutions.com Nicole Kelly 908-725-8869 x218 nkelly@adirondacksolutions.com Dennis Lue Yat 908-725-8869 x224 dlueyat@adirondacksolutions.com