DAY 6:EXCEL CHAPTERS 5

Rohitrorohit@mix.wvu.eduSeptember 2nd, 2015

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FREEZING ROWS AND COLUMNS

• View->Freeze Panes• Freeze Top Row• Freeze First Column• Freeze Panes

– Freezes all rows and columns above and to the left of the selected cell

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TABLES

• Tables extend the capabilities of a range of data– Column headings stay onscreen without

needing “Freeze Panes”– Sorting/Filtering of data– Table Styles– Total Row– Structured References

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SOME TERMINOLOGY

• Record– A record is a collection of data about one

entity. Each row in a table is one record.• Field

– A field is an individual piece of data. Each column specifies a field.

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CREATING TABLES

• Click a cell within the existing range of data, then Insert->Table

• Verify the range, click Ok• Name Table• Choose Style

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WORKING WITH RECORDS• Records are rows• To add a record right click a cell in the row below

where you want your new record– Insert->Tables Rows Above

• To add a record to the end of the table, click a cell in the last row.– Home->Insert->Insert Table Row Below

• To delete a record, right click a cell in the record– Delete->Table Rows– Or select the cell, Home->Delete->Delete Table Rows

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WORKING WITH FIELDS• Fields are columns• To add a field right click on a cell in the column to

the right of where you want your new record– Insert->Table Columns to the Left

• To add a field to the right of the table, select a cell in the last column– Home->Insert->Insert Table Column to the Right

• To delete a field, right click a cell in the column– Delete->Table Columns– Or select the cell, Home->Delete->Delete Table Columns

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SORTING AND FILTERING

• Each field name has a sorting and filtering dropdown

• The Sort Dialog Box can be used to sort by multiple fields– Data->Sort

• Filtering can be turned on and off– Data->Filter

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STRUCTURED REFERENCES

• Within a table, you may use the field names as references– Names go in brackets– @ indicates the current record– The table name is optional within the table,

but required outside the table– TableName[@Field Name]

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TOTAL ROW

• Table Tools->Design->Total Row– The function used to calculate the total can be

chosen via the dropdown– Additional totals can be added for other

columns

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CONDITIONAL FORMATTING• Like the IF function

– If the condition is true, the formatting is applied– If the condition is false, the formatting is not applied

• Rules– Highlight Cells– Top/Bottom– Data Bars– Color Scales– Icon Sets

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APPLYING CONDITIONAL FORMATTING

• Home->Conditional Formatting– Highlight Cells applies text and fill colors

based on condition– Top/Bottom applies text and fill colors based

on top/bottom percentage or top/bottom number of items

– Data Bars, Color Scales, and Icon Sets• Helps visualize differences between data

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MANAGING CONDITIONAL FORMATTING RULES

• Home->Conditional Formatting->Manage Rules

• Can edit, delete, or create new rules

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CHARTS

• Charts are visual representations of data.• Important Chart Terms

– Chart Area: entire chart– Plot Area: area where data is displayed– Title: brief description of chart– X-axis: labels and scale or category– Y-axis: labels and scale or category– Legend: labels for colors used

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TYPES OF CHARTS• Column/Bar Charts

– Clustered– Stacked– 100% Stacked

• Line Charts– Simple– Stacked– 100% Stacked

• Pie Charts– Simple– Exploded Pie– Pie of Pie– Bar of Pie

• Area Charts– Like line charts, but

area below line is filled• Scatter Plot

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MORE CHART TYPES• Stock Charts

– High-Low-Close– Open-High-Low-Close

(candlestick)– With or without volume

(how many shares were traded) data

• Surface Chart– 3D plot of two

variables per category

• Doughnut Chart– Like pie chart, but can

show multiple data series

• Bubble Chart– Like scatter chart, but

shows three variables.– The 3rd variable

controls the size of the bubble

• Radar Chart

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