Analyzing Table Data.

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Presentation transcript:

Analyzing Table Data

Objectives Filter a table Create a custom filter Filter a table with Advanced Filter Extract table data Microsoft Office 2013 - Illustrated

Objectives Look up values in a table Summarize table data Validate table data Create subtotals Microsoft Office 2013 - Illustrated

Filtering a Table Filter – display records meeting user-specified criteria AutoFilter – uses filter list arrows to set criteria Search criterion – text you are searching for Microsoft Office 2013 - Illustrated

Filtering a Table Microsoft Office 2013 - Illustrated

Creating a Custom Filter Custom AutoFilter – creates complex filters to narrow displayed records Comparison operators Greater than Less than Logical conditions And –both criteria met Or – one or more criteria met Microsoft Office 2013 - Illustrated

Creating a Custom Filter Microsoft Office 2013 - Illustrated

Using More than One Rule when Conditionally Formatting Data You can apply conditional formatting to table cells in the same way that you can format a range of worksheet data After you have applied conditional formatting such as color fills, icon sets, or color scales to a numeric table range, you can use AutoFilter to sort or filter based on the colors or symbols Microsoft Office 2013 - Illustrated

Filtering a Table with the Advanced Filter Criteria range – cell range containing one row of labels and at least one additional row underneath containing the criteria And condition – criteria in same row Or condition – criteria in different rows Microsoft Office 2013 - Illustrated

Filtering a Table with the Advanced Filter Microsoft Office 2013 - Illustrated

Using Advanced Conditional Formatting Options You can emphasize top- or bottom-ranked values in a field using conditional formatting You can also format your worksheet or table data using icon sets and color scales based on the cell values A color scale uses a set of two, three, or four fill colors to convey relative values Microsoft Office 2013 - Illustrated

Extracting Table Data Extract data – filtered data copied to different range Microsoft Office 2013 - Illustrated

Extracting Table Data Microsoft Office 2013 - Illustrated

Understanding the Criteria Range and the Copy-to Location When you define the criteria range and the copy-to location in the Advanced Filter dialog box, Excel automatically creates the range names Criteria and Extract for these ranges in the worksheet The Criteria range includes the field names and any criteria rows underneath them The Extract range includes just the field names above the extracted table Microsoft Office 2013 - Illustrated

Look Up Values in a Table VLOOKUP – locates values Searches vertically down the left-most column Reads across the row to value in specified column Microsoft Office 2013 - Illustrated

Look Up Values in a Table Microsoft Office 2013 - Illustrated

Finding Records using the DGET Function You can also use the DGET function to find a record in a table that matches specified criteria Unlike VLOOKUP, you do not have the option of using a Range_Lookup value of TRUE to find an approximate match Microsoft Office 2013 - Illustrated

Using the HLOOKUP and MATCH functions HLOOKUP searches horizontally across the upper row of a table until it finds the matching value, then looks down the number of rows you specify You can use the MATCH function when you want the position of an item in a range The MATCH function uses the syntax: MATCH(lookup_value,lookup_array,match_ type) Microsoft Office 2013 - Illustrated

Summarizing Table Data Database functions allow you to summarize table data in a variety of ways Microsoft Office 2013 - Illustrated

Summarizing Table Data Microsoft Office 2013 - Illustrated

Validating Table Data The Excel data validation feature allows you to specify what data users can enter in a range of cells Restrict data to whole numbers, decimal numbers, or text Specify list of acceptable entries Excel displays an error message when invalid data is entered Microsoft Office 2013 - Illustrated

Validating Table Data Microsoft Office 2013 - Illustrated

Adding Input Messages and Error Alerts You can customize the way data validation works Input message – displays when users select that cell Error alert – when users enter invalid data Microsoft Office 2013 - Illustrated

Creating Subtotals Subtotals – group and summarize data SUM COUNT AVERAGE MAX MIN Microsoft Office 2013 - Illustrated

Creating Subtotals Microsoft Office 2013 - Illustrated