MS Excel – Analyzing Data Spring Conference April 7 – 10, 2019

Spring Conference April 7 – 10, 2019 Basics Ribbon Quick Access Toolbar Cursors Headers & Footers Page Layout Options Protect Sheet Encrypt with Password Ribbon is the band across the top that has all the options on it. File Tab – Options - > Quick Access Toolbar – Can sit above or below the ribbon (personal preference), and is completely customizable to the user Cursors – Different ones will do different things. Headers & Footers - > Custom Footer. Can add page numbers & File path. This is useful so everyone knows where things are saved. Page Layout Options - > Good etiquette to make sure spreadsheets are formatted for printing. Landscape or portrait, limited by page, gridlines or none. Protect Sheet - > Useful to protect changes from happening to your sheet. May or may not be password protected. Encrypt with Password -> This requires a password to access the file Spring Conference April 7 – 10, 2019

Working with Data – Importance of Continuity Format Painter Go To, Go To Special Find/Replace Freeze Panes New Window CTRL + Home, CTRL + End, CTRL + , CTRL + Remove Duplicates Sorting Filtering Data from Text Conditional Formatting When analyzing data it’s important that it’s in the same layout and formatted similarly. For example dates should be formatted the same, and numbers should be formatted similarly. Go To & Go To Special can be very helpful to find things quickly. Find & Replace can be useful to quickly fix mistakes or change data. Freeze Panes allows data to be easily viewed. It’s often helpful to freeze your column headers. New Window allows you to view the same workbook side by side. Ctrl Home takes you to the beginning of the spreadsheet, Ctrl End takes you to the end of the spreadsheet. Removing duplicates eliminates duplicate data in the selected section Spring Conference April 7 – 10, 2019

Spring Conference April 7 – 10, 2019 Working with Formulas Absolute Reference - a cell that will never change Relative Reference - is a cell that will change with the formula Mathematical order of operations is important! Spring Conference April 7 – 10, 2019

Spring Conference April 7 – 10, 2019 Useful Formulas Concatenate – Will string text together Text – Will translate numbers to text Left, Right, Mid – Provides a set of numbers from a specified range Average – Averages the specified numbers Sum – Adds the specified numbers Trim – Trims unseen or blank characters from data Len – Provides the length of the data in a cell Spring Conference April 7 – 10, 2019

Spring Conference April 7 – 10, 2019 Advanced Formulas Vlookup – Searches for a specified value in the left column of a data set, and returns the value of that row from a column specified in the formula. The table should be sorted in ascending order. *Requires unique identifier Hlookup – Searches for a specified value in the top row of data, and returns the value of that column in a row you specify. *Requires unique identifier If Statements – Returns specified values whether statements are true or false SumIf – Sums specified data if it meets a certain criteria CountIf – Counts specified data if it meets a certain criteria Spring Conference April 7 – 10, 2019

Spring Conference April 7 – 10, 2019 Pivot Tables Used for summarizing complex data Is used to examine data from different aspects Spring Conference April 7 – 10, 2019

Spring Conference April 7 – 10, 2019 Resources YouTube Google Work with your data Spring Conference April 7 – 10, 2019

Questions? More Examples? Spring Conference April 7 – 10, 2019

NCASFAA would like to thank our Professional Affiliates! Spring Conference April 7 – 10, 2019