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Excel Tables

This document provides an overview of Module 2 of an Excel training which covers Excel tables. It includes 3 lessons: 1) introducing Excel tables and how to create, sort, and filter them; 2) using Excel functions like TEXT, IF, and DATEDIF; and 3) summarizing data using functions like SUM, AVERAGE, COUNT, and adding a total row. It also includes a lab activity analyzing customer demographic data using Excel tables.

Uploaded by

Yogendra Singh Negi
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© © All Rights Reserved
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Download as PPTX, PDF, TXT or read online on Scribd
59 views

Excel Tables

This document provides an overview of Module 2 of an Excel training which covers Excel tables. It includes 3 lessons: 1) introducing Excel tables and how to create, sort, and filter them; 2) using Excel functions like TEXT, IF, and DATEDIF; and 3) summarizing data using functions like SUM, AVERAGE, COUNT, and adding a total row. It also includes a lab activity analyzing customer demographic data using Excel tables.

Uploaded by

Yogendra Singh Negi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Module 2

Excel Tables
Module Overview

Introducing Excel Tables


Excel Functions
• Summarizing Data
Lesson 1: Introducing Excel Tables

Benefits of Excel Tables


Create an Excel Table
Sorting and Filtering
• Demonstration: Using an Excel Table
Benefits of Excel Tables

• An Excel table is a range of cells formatted to


help you analyze the data
• All cells are formatted together
• Shading is applied to make the data more
understandable
• Filter buttons are applied for sorting and filtering
• You can add a totals row
• A fast way to get started with data analysis
Create an Excel Table

• To create an Excel table:


• Highlight the data and click Insert, and then click Table
• Alternatively, click Tell me what you want to do and click Table
• The Design tab appears, to let you format as follows:
• Color and style
• Shading to columns and/or rows
• Embolden first and/or last columns
• Display a header and/or total row
• Remove duplicates
• To remove an Excel table, click Convert to Range
Sorting and Filtering

• Filter buttons are added automatically


• Filter types
• Criteria: select according to criteria you specify
• Format: select according to cell formatting
• List: select from a list

• Ensure data of only one type is in each column


• Sort data
• High to low
• New to old
• Options vary according to the data
• Create a custom sort order
Demonstration: Using an Excel Table

In this demonstration, you will:


• Create an Excel table from existing data
• Apply a filter to a column
• Apply a sort order
Lesson 2: Excel Functions

TEXT Function
IF Function
• DATEDIF Function
TEXT Function

• Create a column of values, calculated from other


values in your spreadsheet
• TEXT function enables you to format numbers in
different ways
• Syntax
• =TEXT(value,format code)
• Example
• = TEXT(C18, “DDD”)
• Format codes
• DD-MM-YYYY
• 0.00% or 0.0%, and so on
• HH-MM-SS
IF Function

• Use the IF function to test if a condition is true


• Return one result if true
• Return something else if not true

• You can nest IF functions


• New IFS function allows you to test for more
than one thing
DATEDIF Function

• =DATEDIF(start_date, end_date, unit) calculates


the difference between two days
• A legacy function that is still useful
• Returns a number, formatted according to the
unit you specify
• “Y” = Year
• “M” = Month
• “D” = Day
Lesson 3: Summarizing Data

About Data Summaries


Total Row
• Demonstration: Adding a Total Row
About Data Summaries

• Data summaries answer questions about the data


• How much revenue did we generate?
• What was the average order?

• Data summaries communicate the “big picture”,


before going into detail
• Not everyone wants the detail
• Precise numbers sometimes say less than rounded
ones
• Data summaries are part of data analysis
• Checking your work is credible
• Create and test hypotheses
• Get to know the data
• Perform comparisons
Total Row

• Summarize data with the most appropriate Excel


function:
• SUM
• AVERAGE (or MODE.SNGL or MEDIAN)
• COUNT
• MIN and MAX
• Standard Deviation
Demonstration: Adding a Total Row

In this demonstration, we will:


• Add a totals row to an Excel table
• Explore different ways to summarize data
Lab: Analyzing Customer Demographics

Exercise 1: Create an Excel Table


Exercise 2: Work with Excel Table
• Exercise 3: Analyze the Data

Logon Information
Virtual machine: 10994B-MIA-BI
User name: Admin
Password: Pa55w.rd

Estimated Time: 45 minutes


Lab Scenario

After receiving the high level sales information,


Sindy has asked for some more detailed data. In
particular, she wants a demographic profile of
customers, together with how much they spend.
The IT department has provided you with some
data. You need to analyze the data in time for
your meeting with Sindy, first thing in the
morning.
Lab Review

To what degree did it help to add charts to the


analysis?
• Based on the results of your demographic data
analysis, which conclusion is correct?
Module Review and Takeaways

• Best Practice

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