Intermediate Excel 2013 Session II

Previously… By the end of this session you should be able to: Use the filter tool to only display data that meets specified conditions. Apply appropriate absolute cell references to rows and columns to ensure calculations return the intended result. Use Excel tables to efficiently format, sort, filter and apply formulae and functions to table data. Use conditional functions such as IF and SUMIF to calculate values that are dependent on the value of other cells.

Revision Quiz http://tinyurl.com/CMet-Excel

Session Objectives By the end of this session you should be able to: Apply conditional formatting to a spreadsheet such that the presentation of data reflects its value. Create and manipulate PivotTables to organise and summarise data sets. Analyse data and relationships through the calculations feature of PivotTables. Use new features of Excel 2013, such as Recommended PivotTables and Timelines, to analyse data more efficiently.

“Conditional Formatting is a method of formatting cells based on their value” (Answers.com) Whenever you analyse data you might ask: What are particularly expensive budget items? How do budget items compare to the average for that budget code? Who are the highest performing and lowest performing students in a class? Why use conditional formatting? Quickly spot variation in data. Spot trends or outlying data Visually represent data. http://office.microsoft.com/en-gb/excel-help/add-change-find-or-clear-conditional-formats-HP010342157.aspx?CTT=5&origin=HA010370614#BM1

“A pivot table allows you to create an interactive view of your data” (Jelen and Alexander, 2011) “summarize, analyze, explore, and present a summary of your worksheet data” (Microsoft, 2013) “In the early days of spreadsheet programs, Lotus 1-2-3 ruled the roost.” “Flash-forward to 2010, and Excel’s dominance of the spreadsheet market is greater than Lotus’s ever was, while the number of users still running Lotus 1-2-3 is approaching zero.  How did this happen?” “Microsoft developed a feature for Excel that Lotus didn’t provide in 1-2-3, namely PivotTables.  The PivotTables feature, exclusive to Excel, was deemed so staggeringly useful that people were willing to learn an entire new software package (Excel) rather than stick with a program (1-2-3) that didn’t have it.  This one feature, along with the misjudgment of the success of Windows, was the death-knell for Lotus 1-2-3, and the beginning of the success of Microsoft Excel.” http://www.howtogeek.com/howto/13336/working-with-pivottables-in-excel/ Display the PivotTable Advantages of PivotTables: “generate and extract meaningful information from a large table of information within a matter of minutes.” OzGrid http://www.ozgrid.com/Excel/excel-pivot-tables.htm Manipulate the table to your liking to display the data exactly as you want. Quotes: Jellen, B. and Alexander, M. (2011) Pivot Table Data Crunching. Pearson Education, Inc. Microsoft (2013) Create a PivotTable Report. Available at: http://office.microsoft.com/en-gb/excel-help/quick-start-create-a-pivottable-report-HA010359471.aspx

PivotTable Areas Rows– (often) horizontal labels ∑ Values – data for the PivotTable. Summed automatically. Columns– (often) vertical labels. Report Filter – filter the report by a field. Pivot the table by moving fields from one area to another – different view of the data Play with the PivotTable until you get the data you need.

Recap By the end of this session you should be able to: Apply conditional formatting to a spreadsheet such that the presentation of data reflects its value. Create and manipulate PivotTables to organise and summarise data sets. Analyse data and relationships through the calculations feature of PivotTables. Use new features of Excel 2013, such as Recommended PivotTables and Timelines, to analyse data more efficiently.

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