1. RAHUL KAVI Rahul.Kavi@mail.wvu.edu September 17, 2013
Day 9: Excel Chapter 6
RAHUL KAVI
September 17, 2013

2. Last class Freezing Rows and Columns Tables Sorting Filtering
Total Row
Conditional Formatting

3. Outlines/GRoups
Groups allow you to hide raw data while you work with the calculations derived from that data
You can group rows or columns
Easily hide and unhide large chunks of data
Data->Group

4. Group Subtotals
Allows you to aggregate groups of data using one of several functions
Sum
Average
Variance
Standard Deviation
Min/Max
Count

5. Using group subtotals Sort the data by the group identifier
Does not work on tables
Data->Subtotal
Select the sorted column for “At each change in:”
Select your aggregation function
Select which columns to subtotal

6. Pivot tables Insert->PivotTable Ensure the range is correct
Select target location (new worksheet or existing worksheet)

7. Adding columns Click check mark to add column
Automatically aggregates with SUM(), but you can choose a different function

8. Adjusting grouping
Move the section number from the “Values” area to the “Row Labels” area
Move “Section” above “Student” to group by sections
Values can be rearranged to adjust the column order

9. Updating Pivot Tables
PivotTables do not automatically update if you change the source data
You can force a refresh via PivotTable Tools->Options->Refresh

10. Pivot table options Sorting Filters
Click a cell in the column you would like to sort by, then PivotTable Tools->Options->Sort
Filters
Report Filters: drag the field to the “Report Filter” area, select desired values in B1
Group Filters: Select dropdown arrow on row or column labels, select desired values

11. Slicers Slicers provide quick buttons to filter the PivotTable
PivotTable Tools->Options->Insert Slicer
Select field you want buttons for

12. calculated Fields
A calculated field is not found in the original data set
PivotTable Tools->Options->Fields, Items, & Sets->Calculated Field

13. Pivot table formatting
PivotTable Tools->Design
Layouts
Subtotals
Grand Totals
Compact/Outline/Tabular
Styles

14. Pivot charts
A PivotChart is a graphical representation of the PivotTable
To create a PivotChart, click within the PivotTable then PivotTable Tools->Options->PivotChart
Same chart types as usual
Chart adjusts to match the PivotTable

15. Editing Pivot Charts PivotChart Tools->Design
Allows you to choose a chart style and change chart type
PivotChart Tools->Layout
Allows you to change layout options
PivotChart Tools->Format
PivotChart Tools->Analyze

16. Specialized functions
SUMIF(range, criteria, sum_range)
range specifies the range of cells you want to check against the criteria
criteria specifies the condition you want to match
sum_range specifies the range to sum that contains the data to sum
AVERAGEIF(range, criteria, average_range)
COUNTIF(range, criteria)

17. Multiple Criterion
SUMIFS(sum_range, criteria_range1, criteria1, criteria_range2, criteria2,…)
AVERAGEIFS(average_range, criteria_range1, criteria1, criteria_range2, criteria2, …)
COUNTIFS(criteria_range1, criteria1, criteria_range2, criteria2, …)

18. Relative standing Rank PercentRank Quartile Percentile
RANK.EQ: shared rank for ties
RANK.AVG: average rank for ties
PercentRank
PERCENTRANK.INC: includes 0 and 1
PERCENTRANK.EXC: excludes 0 and 1
Quartile
QUARTILE.INC: includes top and bottom values
QUARTILE.EXC: excludes top and bottom values
Percentile
PERCENTILE.INC: includes the 0th and 100th percentiles
PERCENTILE.EXC: excludes the 0th and 100th percentiles

19. Next Class Advanced Logical Functions Advanced Lookup Functions
Data Filtering
Financial Functions
What-If Analysis