Chapter 8 Data Analysis

Agenda Functions –AND and OR –COUNT, COUNTA, and COUNTIF –CONCATENATE and TRIM –RANK and QUARTILE –MOD and ROW Goal Seek in decision-making Pareto chart for the 80/20 rule Advanced features in pivot tables and pivot charts

Data Analysis Techniques Sorting – arrange lists by one or more fields Calculating – manipulating data in an individual record Summarizing – displays records within groups and calculating (pivot table) Filtering – displays only records that meet specific criteria Formatting – calls attention to a cell by the way it is displayed (conditional formatting) Charting – graphic representation of data

Summarizing Functions COUNT – number of cells containing numeric values within a designated range COUNTA – number of non-empty cells within a designated range COUNTIF – number of cells meeting specific criteria with a designated range

Decision-Making Functions AND – True if all arguments are true OR – True if any arguments are true IF – a logical test –One value if true, another value if false –Nested If – using another If function as either the true or false value

The Admissions Office Examine a list of applicants and determine the acceptances and rejections Illustrate the AND or OR functions Use conditional formatting Demonstrate AutoFilter and Goal Seek functions

Ranking Functions RANK – rank of a number in a list with two arguments –Number –Name of list QUARTILE – maximum value of specified quartile with two arguments –Name of array –Quartile

Modulo Arithmetic MOD function returns remainder after division Requires two arguments –Value –Divisor

The Graduating Class Use the QUARTILE and RANK functions to determine the position of records within a list Use the SUBTOTALS function to compute statistics for a group of records Use conditional formatting and MOD function to shade alternate rows within a worksheet Demonstrate CONCATENATE and TRIM functions

A Pivot Table and Chart Divides records into list Computes summary statistics for categories Drag fields around pivot table to create new views Pivot chart displays pivot table graphically

The Men’s Store Import data from a text file into an Excel workbook Create a pivot table and associated pivot chart Use the Group and Show Detail command Create a worksheet from a pivot table

The Pareto Principle 80% of the activity in a system is attributable to 20% of the transactions (also called the “80/20 Rule”) Pareto chart – displays percentage each data element contributes to the whole

The Restaurant Display the day of the week given a calendar date Create a pivot table and corresponding pivot chart Determine percentage values within a pivot table Convert to pivot chart to a Pareto chart

Points to Remember Functions –AND and OR –COUNT, COUNTA, and COUNTIF –CONCATENATE and TRIM –RANK and QUARTILE –MOD and ROW Goal Seek in decision-making Pareto chart for the 80/20 rule Advanced features in pivot tables and pivot charts

Assignment Practice exercises: 2, 3 and 4 Due data: