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5 - Excel - Basic Tips For Working With Data

The document discusses basic tips for working with data in Excel, including freezing rows and columns to always see certain header cells, sorting data alphabetically or numerically, filtering data to view only certain rows, using subtotals to summarize numeric data, formatting data as tables for improved organization and built-in features, visualizing data with charts, adding conditional formatting to automatically format cells based on values, and using the Find and Replace features to search and modify content.
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0% found this document useful (0 votes)
41 views

5 - Excel - Basic Tips For Working With Data

The document discusses basic tips for working with data in Excel, including freezing rows and columns to always see certain header cells, sorting data alphabetically or numerically, filtering data to view only certain rows, using subtotals to summarize numeric data, formatting data as tables for improved organization and built-in features, visualizing data with charts, adding conditional formatting to automatically format cells based on values, and using the Find and Replace features to search and modify content.
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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2/28/24, 8:02 PM Excel: Basic Tips for Working with Data

Excel
Basic Tips for Working with Data

Introduction
Excel workbooks are designed to store a lot of information. Whether you're working with
20 cells or 20,000, Excel has several features to help you organize your data and find
what you need. You can see some of the most useful features below. And be sure to
review the other lessons in this tutorial to get step-by-step instructions for each of these
features.

Freezing rows and columns


You may want to see certain rows or columns all the time in your worksheet, especially
header cells. By freezing rows or columns in place, you'll be able to scroll through your
content while continuing to view the frozen cells. In this example, we've frozen the top
two rows, which allows us to view the dates no matter where we scroll in the
spreadsheet.

Sorting data
You can quickly reorganize a worksheet by sorting your data. Content can be sorted
alphabetically, numerically, and in several other ways. For example, you can organize a
list of contact information by last name.

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Filtering data
Filters can be used to narrow down the data in your worksheet, allowing you to view
only the information you need. In this example, we're filtering the worksheet to show
only rows that contain the words Laptop or Projector in column B.

Summarizing data
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The Subtotal command allows you to quickly summarize data. In our example, we've
created a subtotal for each T-shirt size, which makes it easy to see how many we'll need
in each size.

Formatting data as a table


Just like regular formatting, tables can improve the look and feel of your workbook, but
they'll also help organize your content and make your data easier to use. For example,
tables have built-in sorting and filtering options. Excel also includes several predefined
table styles, allowing you to create tables quickly.

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Visualizing data with charts


It can be difficult to interpret Excel workbooks that contain a lot of data. Charts allow
you to illustrate your workbook data graphically, which makes it easy to visualize
comparisons and trends.

Adding conditional formatting


Let's say you have a worksheet with thousands of rows of data. It would be extremely
difficult to see patterns and trends just from examining the raw information.
Conditional formatting allows you to automatically apply cell formatting—including
colors, icons, and data bars—to one or more cells based on the cell value.

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Using Find and Replace


When working with a lot of data, it can be difficult and time consuming to locate specific
information. You can easily search your workbook using the Find feature, which also
allows you to modify content using the Replace feature.

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