1. Adam Little Catharine Reeder
“Excel” with Data
Adam Little
Catharine Reeder

2. Charts
A simple chart in Excel can say more than a sheet full of number
Chart types: line, column, pie, bar, area, scatter, trendline, sparkline, etc.

3. Charts (cont.)
Insert  Charts  Line or Area Chart  Line with Markers

5. Charts (cont.) Changing Chart Type Switch Row/Column
Click on Chart  Design  Type  Change Chart Type
Click Column  OK
Switch Row/Column
Click on Chart  Design  Data  Switch Row/Column

7. PivotTable Bill Jelen (a.k.a. Mr. Excel) Powerful Fun
No other tool in Excel gives you the flexibility and analytical power of a pivot table.
Powerful
Fun

8. PivotTable (cont.) Important rules “PivotTable data” worksheet
Data organized into columns with headings
No empty columns or rows
Consistent data (dates in date column, numbers in number column)
“PivotTable data” worksheet
Insert  PivotTable

10. PivotTable (cont.) Designing Your Pivot Table Select PivotTable Field
Drag the selected fields into appropriate area
Filters
Columns
Rows
Values

11. PivotTable (cont.) Rows: Date, Salesperson Column: Item
Values: Quanity

13. PivotTable (cont.) Updating PivotTable Delete line 694-723 On Sheet 2
Analyze  Data  Change Data Source
Analyze  Data  Refresh

15. PivotTable (cont.) Who had the most amount of sales?
Who sold the least amount of Washing machines?
Which item made the most amount of money?
1: Maryanne
2: Leila
3: Refrigerator

16. Advanced Formulas VLOOKUP(1,2,3,[4])
Value you want to search for, in the first column of supplied data
The data table reference
Column number of the return value
TRUE/FALSE: optional logical argument
TRUE: if system cannot find an exact match, it finds the closest match below the supplied value
FALSE: if system cannot find an exact match, it returns an error
The lookup values MUST be in alphabetical/numerical order

17. Advanced Formulas (cont.)
VLOOKUP (cont.)
Select VLOOKUP sheet
C2 enter =VLOOKUP(B2,$K$2:$M$6,3,TRUE)
$: mean the column/row in absolute
AutoFill down

19. Advanced Formulas (cont.)
DATEDIF(1,2,3)
Starting Date
Ending Date
Unit you want returned
“Y”: Years
“M”: Months
“D”: Days
Not part of the original Excel programming, no help text

20. Advanced Formulas ISBLANK IF AND SUMIF SUMIFS AVERAGEIF AVERAGEIFS
COUNT
COUNTA
COUNTIF
COUNTIFS
LEFT
RIGHT
MID
DATEVALUE

21. Protect
Encrypt an Excel file with a password so that it requires a password to open it
The workbook structure, users cannot insert, delete, rename, move, copy, hide or unhide worksheets anymore
Lock cells in Excel if you want to protect cells from being edited

22. Protect (cont.) Protect Workbook Protect Sheet
Review  Changes  Protect Workbook  Enter Password
Protect Sheet
Review  Changes  Protect Sheet  Enter Password

23. Protect – Lock Cells (cont.)
Default – Locked
Select cells to unlock  Right click  Format Cells  Protection tab  Uncheck ‘Locked’

24. Protect – Read-only Workbook (cont.)
Save As  Tools  General Options  Enter passwords