1. 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

2. 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

3. 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

4. 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

5. 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

6. 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.

7. 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

8. 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

9. 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

10. Excel for ASI: Basics
Basic Formulas

11. 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

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

13. 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
x220
Nicole Kelly
x218
Dennis Lue Yat
x224