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

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

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

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

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