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TT357

The document discusses various techniques for analyzing and manipulating data in Excel, including joining strings, changing text case, extracting parts of strings, analyzing dates and times, conditional formatting, and verifying values in lists. Specific functions and steps are provided for joining names, extracting postal codes, phone numbers, characters from strings, determining time components, highlighting above-average values, and comparing customer names between years. The techniques allow for cleaning, organizing, and gaining insights from data in Excel.

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Fred Miller
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0% found this document useful (0 votes)
30 views5 pages

TT357

The document discusses various techniques for analyzing and manipulating data in Excel, including joining strings, changing text case, extracting parts of strings, analyzing dates and times, conditional formatting, and verifying values in lists. Specific functions and steps are provided for joining names, extracting postal codes, phone numbers, characters from strings, determining time components, highlighting above-average values, and comparing customer names between years. The techniques allow for cleaning, organizing, and gaining insights from data in Excel.

Uploaded by

Fred Miller
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Inventory management Modelling systems

Text

Table 1: Joining full names string

FirstName LastName Full Name


Guy Gilbert Guy Gilbert
Kevin Brown Kevin Brown
Roberto Tamburello Roberto Tamburello
Rob Walters Rob Walters
Thierry Alexander Thierry Alexander
David Bradley David Bradley
JoLynn Dobney JoLynn Dobney
Ruth Ellerbrock Ruth Ellerbrock
Doris Hartwig Doris Hartwig
John Campbell John Campbell
A Full Names Join is when two or more strings of text, such as individual first and last names,

are combined to create one longer string. For example, joining “Guy“ and “Gilbert” together

would result in “Guy Gilbert“. The TEXTJOIN function in Excel allows you to use a delimiter

(such as a space or comma) to join multiple columns of data together in one string. For

example, joining the cells containing “Guy”, “Gilbert”, and “H.” with a space as the delimiter

would create one cell with the contents “Guy Gilbert H.”. This technique can be used to join

together first and last names, as well as any other sets of data in separate columns. The

TEXTJOIN function can also take an optional third parameter, which is a boolean value

indicating whether or not empty cells should be ignored. This allows for a cleaner, more

accurate result. For example, with the Third parameter set to TRUE, the contents of the cell

containing “David Bradley” would be “David Bradley” instead of “David Bradley”, with the second

space being unnecessary.

Table 2: Changing to Upper, Lower and proper cases

FirstName LastName Middle Intial Change Cases


Guy Gilbert H. GILBERT
Kevin Brown P. p.
Roberto Tamburello B. Roberto
Rob Walters A. WALTERS
Thierry Alexander D. d.
David Bradley David
JoLynn Dobney DOBNEY
Ruth Ellerbrock T. t.
Doris Hartwig W. Doris
John Campbell CAMPBELL
The result is that each of the last names, first names, and middle initials changed to the case

specified. For example, for Guy Gilbert, the last name changed to all uppercase ("GILBERT"),

the first name all lowercase ("guy"), and the Middle Initial all uppercase ("H."). Similarly, for

Kevin Brown, the first name changed to all lowercase ("kevin") and the middle initial to all

lowercase ("p."). The proper casing command capitalized the first letter and put the rest of the

word in lowercase ("Rob"), whereas all the other commands did not.

Table 3: Extracting parts of the text string

Zip Zip
70056-2343 70056
75023-5774 75023

Extract the phone number without the area code


Phone Phone
(214)887-7765 887-7765
(703)654-2180 654-2180

Extract the 4th character of each Job Code


Job Code Job Level
2214001 4
5542075 2
1113543 3
9 digit postal codes to 5 digit postal codes was by using the LEFT command. To use it, you need

to specify the cell you want to extract from and the number of characters from the left to extract.

The command looks like this: =LEFT(cell, 5). To extract the phone numbers without the area

code, you can use the RIGHT command. To use it, you need to specify the cell you want to

extract from and the number of characters from the right to extract. The command looks like
this: =RIGHT(cell, 8). To extract the 4th character of each job code, you can use the MID

command. To use it, you need to specify the cell you want to extract from, the position of the

character in the text, and the number of characters to extract. The command looks like this:

=MID(cell, 4, 1). The result of the above example shows that the 4th character of the respective

job codes is either 2, 4, or 3. This indicates that the job level associated with the job codes are

either 2, 4, or 3, which can be used to determine what type of job is available. This is important

to understand, as it can make it easier to make hiring decisions based on the specific skill set

needed for the job.

Date and Time Analysis

The result from the time and data analysis in Excel is the determination of the hour, minute, and

second for the given time "6:15:27 AM." The formula in each cell references cell C3, which is the

cell containing the given time, and thus the result for each cell is the hour, minute, and second

for the given time, respectively. The formula in the empty cells uses the time from the text

"6:15:27 AM" and has the same result for each cell as the formula that references cell C3. The

result was obtained as below:

Formula used 6:15:27 AM


Result
Obtained
=HOUR(C3) 6 Fill with the formula referencing C3
=MINUTE(C3) 15 Fill with the formula referencing C3
=SECOND(C3) 27 Fill with the formula referencing C3

=HOUR("6:15:27AM") 6 Fill with the formula using the text "6:15:27 AM"
=MINUTE("6:15:27A
M") 15 Fill with the formula using the text "6:15:27 AM"
=SECOND("6:15:27A
M") 27 Fill with the formula using the text "6:15:27 AM"

Conditional formatting Analysis


Table 1: Cells higher than average

  Units Sold
January 2661
February 3804
March 5021
April 1001
May 4375
June 2859
July 7659
August 3061
September 2003
October 5147
November 4045
December 1701
The analysis considered the conditional formatting using the following steps to determine and

color the cells that were higher than the means as follows:

Step 1. Select the range of cells with the values

Step 2. Go to the "Home" tab and click on the "Conditional Formatting" icon.

Step 3. Select "Highlight Cell Rules" and select "Greater Than".

Step 4. In the box that appears, enter the average of the cells.

Step 5. Click the drop-down arrow and select 'Blue'.

Step 6. Click 'OK', and the cells higher than the average will be coloured blue.

The result of this analysis shows that when the average of the units sold is calculated, the months

of July, October, and March have the highest amount of units sold, with 7659 units in July, 5147

units in October, and 5021 units in March. This result allows us to see which periods of the year

are busier for the company, and indicates the most profitable months for them. This analysis then

indicators the overall peak and trough periods, from which the company can build their strategies

accordingly. It also helps to identify any anomalies or potential problems.


The analysis can also be used to compare data against the previous year's and to evaluate the

performance of the company. This helps to identify any areas of improvement or to highlight any

areas that need to be addressed urgently. This assists to inform decisions and to optimize the

management of resources accordingly. The results of this analysis provide clarity for the

company on when to focus their efforts to maximize their profit and to generate the highest

possible return of investment. This analysis allows them to adjust their strategies and to plan

ahead in order to capture as much market share as possible.

Verifying values in the list

The analysis used the COUNTIF equation to allow us to compare two sets of data (in this case,

the customer names from 2018 and the customer names from 2019) to see how they match up. If

the customer name in 2019 matches the same customer name in 2018, the COUNTIF equation

returns a "TRUE" or equal to 1. This result tells us that the customer names from the two

different years match each other. If the customer name in 2019 does not match the same

customer name in 2018, the COUNTIF equation returns a "FALSE" or equal to 0. This result

tells us that the customer names from the two different years do not match. Comparing the

customer names from 2018 and 2019 this way can help us identify updated customer names in

2019, as well as determine which customer names have remained unchanged since 2018. After

the analysis, the result found to be TRUE means that both names coincide, so the cell will be

highlighted.

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