Deepak Kumar It Skills 2
Deepak Kumar It Skills 2
GUIDE
Daniel Reyes
© Copyright 2022 by Daniel reyes
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TABLE OF CONTENTS
THE MICROSOFT EXCEL GUIDE
INTRODUCTION
CHAPTER 1:
CHAPTER 2:
CONCLUSION
INTRODUCTION
We will master the fundamentals of Microsoft Excel in this Microsoft Excel
course. These Microsoft Excel notes will assist you in learning all of the
Microsoft Excel topics.
Microsoft Excel is a spreadsheet program that may store and analyze
numerical and statistical data. Microsoft Excel includes several tools for
doing various tasks, including computations, pivot tables, graphing tools,
macro programming, and so on. It works with Windows, Mac OS X,
Android, and iOS, among other operating systems.
In an Excel spreadsheet, a table is created by a collection of columns and
rows. Normally, alphabetical letters are given to columns, and numerals are
assigned to rows. A cell is a point where a column and a row meet. The
letter representing the column and the number representing the row
determine the address of a cell.
Chapter 1:
THE CONCEPT OF MICROSOFT EXCEL
Microsoft Excel is a tool developed by Microsoft that allows users to
organize, format, and calculate data using formulae.
This application is part of the Microsoft Office suite and is interoperable
with other Office apps. Like other Microsoft Office applications, Microsoft
Excel is now available as a cloud-based subscription through Office 365.
Chapter 2:
CUSTOMIZING AND ENHANCING THE EXCEL
ENVIRONMENT
Customize how Excel opens workbooks and sheets
Do you want to see a certain workbook as soon as you open Excel? Or do
you want to utilize a certain template every time you create a new
workbook? You may change what you see when Excel opens or when a new
workbook or sheet is created in a few simple steps.
Try one or more of the following:
When Excel starts up, automatically open a certain workbook.
• Move the desired workbook to the /Applications/Microsoft Office
2011/Office/Startup/Excel folder in the Finder. Create an alias for the
file if the workbook you wish to utilize is saved on a network disk or if
you don't want to relocate it from its current location. Apple Help can
assist you with alias creation.
When Excel opens, it immediately opens all of the worksheets in a folder.
The warning “Are you sure you want to remove the extension
‘.xltx'?” appears.
Scenarios in Business
The department of marketing has been renamed the Online Marketing
department. John has been tasked with making the necessary changes to the
personnel datasheet. He intends to use Excel 2021's Find and Replace tool
to finish this work. John needs to wade through massive Excel worksheets
while handling personnel data records. He wants to use GoTo and Name
Box to navigate a worksheet more easily.
Let us look at the process involved in finding and replacing items in an
Excel workbook.
Click the locate and select menu in the editing group on the home tab to
find and replace a specific entry in an Excel spreadsheet.
Choose the Replace option.
Type the Find what field in the find and replace the pop-up window.
• Click open after selecting the required.txt or.csv file.
• Replace with a field, type the value to replace the existing value,
then click OK.
• Replace the pop-up window with the one you just closed.
• Select the GoTo option in the find and select menu to navigate to a
specific row and column.
• Type the column and row you want to jump to in the reference area,
then click OK.
• Select the column reference first in the GoTo pop-up window for
worksheets with a lot of data, then use the Name box to jump to the
row.
Hyperlinks
Hyperlinks allow you to quickly access other files, documents, and Excel
spreadsheets. The types of hyperlinks that we can add to Excel Worksheets
are as follows:
a file or a web page that already exists: We can use this option to link to a
web page or an existing file. Pictures, movies, audio, and other media
formats can all be linked.
Include the following information in this document: We can use this option
to insert a hyperlink inside the document. When you click on a cell, it will
take you to the hyperlinked cell or worksheet.
To start a new document, go to file> New Document. When we click on the
hyperlinked cell, this option allows us to create new documents.
Email Address: Selecting this option gives us access to a certain email
address, allowing us to send an email by clicking the hyperlink cell.
Scenarios
For the buying department, John is drafting an invoice template. He must
offer a link to a certain web page within the template for reference. This can
be accomplished by using hyperlinks. Let's have a look at how to insert
hyperlinks in an Excel workbook.
• To insert a hyperlink, choose the desired cell.
• Right-click on the cell you want to edit.
• From the dropdown menu, select the hyperlink.
• In the insert, a hyperlink pop-up window's address bar, type the
URL.
• Select OK.
• To access the webpage, click the hyperlink.
• A hyperlink to an existing document or a location within the
current document can also be formed.
Headers and footers are not visible in the usual view of the worksheet; they
are only visible in the page layout view and on printed pages.
Different First Page: Customize Headers and Footers This option allows us
to add a different header and footer to the first page of the worksheet.
Different Headers and Footers for Odd and Even Pages: We may
differentiate the headers and footers for odd and even pages using this
option.
Scale with Documents: We can scale the header and footer to fit the
document with this option.
Align with Page Margins: Using this option, we may align all of the
document's pages with margins for printing.
Scenarios
John is putting together a purchase order for the purchasing department. In
the header and footer of each invoice sheet, he must include the time, page
number, and company name.
Let's look at the procedures involved in completing the activities listed
above in an Excel workbook.
• Under the Insert tab, select the header and footer.
• From the design tab, select the current date.
• Go to the footer by clicking the GoTo symbol.
• From the design tab, select the page number icon.
• From the Design Tab, select the Number of Pages icon.
• Select the GoTo symbol in the header bar.
• Type the desired text in the first grid. Then hit Enter to see the text.
Data Validation
Excel has a data validation tool that limits the data entered into a cell.
Through data validation, we can avoid invalid user entries. This feature
allows us to enter faulty data, but it alerts us when we type it into the cell
and gives custom messages to define what type of data the user can enter.
This feature also includes instructions that guide users through entering
correct data.
Data validation is mostly used to create reusable templates or workbooks
for various users to save accurate and consistent data. We can avoid invalid
user entries with data validation by enforcing a set of criteria. Elevation
rules with minimum, maximum, and equal values are listed below.
• Following software design, users can only enter integers with this
option. Integers are a type of the whole number.
• Decimal: Users can only enter decimal values using this option.
• List: Users can use this option to display a dropdown list of objects
in cells.
• Date: Users can use this option to limit the number of dates they
can enter.
• Time: Users can set a time limit for entries with this option.
• Text Length: Users can enter text based on the validation rule using
this option.
• Custom: Users can personalize choices by creating a validation rule
with formulas or functions.
Backward Compatibility
Backward compatibility refers to determining if a product is compatible
with previous models or versions. If a new program version uses files and
data created by a previous version of the same application, it is backward
compatible. Backward compatibility is vital since it allows for seamless
data exchange and access regardless of the Excel version being used.
Manufacturers are often attempting to maintain all of their products
backward compatible. However, we occasionally have to forgo the
backward compatibility feature in any product to use new technologies. We
can check backward compatibility for earlier versions of Excel in three
methods in Excel 2021.
• Examine the following document: This option allows you to check
for hidden workbook properties or personal information.
• Check Accessibility: This option helps you see if the workbook
content is accessible to individuals with impairments.
• Check Compatibility: This option allows you to see if the
workbook's features are compatible with older versions of Excel.
Excel programs only have backward compatibility, implying that newer
Excel capabilities cannot be used in older Excel versions.
Workbook Views
Workbook views in Excel 2021 are set to normal by default; however, we
may need to adjust them depending on the situation. There are four different
sorts of workbook views in the Excel application.
Normal: Displays the ruler and allows data to be entered into cells to insert
charts and graphics into the worksheet.
Page Break View: This shows the workbook with page breaks and page
numbers, allowing you to fine-tune your work for printing.
Page Layout: The workbook is shown as pages with rulers, headers, and
footers. It is mostly utilized in the printing industry.
Custom View: Custom zoom options allow us to change workbooks. The
globe book will automatically zoom to the specified size when selecting this
option and opening the worksheet. Zoom for Excel Workbooks
We can use the zoom option if the worksheet has a lot of data and doesn't fit
all in the window. We can use a camera to zoom in and out to increase the
size of an object in the camera's viewfinder. The zoom option is next to the
workbook view icons in the bottom right corner.
Zoom Out: Select this option to reduce the workbook size and the minimum
zoom level to 10%.
Zoom In: Select this option to increase the size of the workbook and the
maximum zoom level.
Freeze Panes
If our workbook has a lot of content and it's tough to compare sections, we
can use the freeze panes option in Excel 2013. It works in three ways, as
described below.
Freeze Panes: Using this option, you can make the rows and columns
visible to the rest of the worksheet based on the current range selection,
even while walking up and down the worksheet.
Freeze Top Row: This option is favored when the top road contains headers
because it allows visibility of the top row.
Freeze First Column: This option is favored when the first column has any
headers because it permits the first column to be visible.
To unfreeze the rows or columns, pick unfreeze panes from the dropdown
menu after clicking the freeze panes command.
Split Window
We may need to compare different areas of the same workbook without
opening a separate window on occasion. In such instances, we can take
advantage of the split window feature. This command allows us to divide
the worksheet content into four sections and adjust the window size using
scroll bars. Scenarios
In Excel, John is dealing with a lot of data. He needs to scroll down and
look at rows of data, but when he gets to the bottom of the screen, the
column names from the top row vanish. He also hasn't been able to see the
complete data page from top to bottom. He wants to use Excel 2021's
frozen panes and split-window features to see all of the datasheets. Let's
look at the procedures involved in completing the activities listed above in
an Excel workbook.
Click the View tab to freeze a row or column.
In the windows group, click the freeze panes item.
Select the item to freeze the top row or the first column.
Select unfreeze panes from the freeze panes dropdown menu to unfreeze a
row or column.
On the View tab, click split to divide the window into multiple panes that
each scroll independently.
To undo the dissection, click split once more.
Show Formulas
We may view formula results in cells by default in Excel, and we may
occasionally need to know which cells contain formulae. Instead of seeing
the formula result, we may view the formulae in all cells using the show
formulas function. This tool allows us to swiftly go over all of the formulas
and look for flaws.
Scenarios
John has received a salary summary from the HR department. He's been
instructed to double-check the formula and double-check the calculations.
Let's look at the procedures involved in completing the activities listed
above in an Excel workbook.
Choose the cell whose formula needs to be examined.
Select Show Formulas from the Formulas menu and double-check them.
Add Values to Workbook Properties in Excel
A workbook author in Excel 2021 is the name of the person who produced
the workbook by default. It is normally one name; however, a workbook
may have numerous writers, necessitating the addition of additional author
names to the workbook. Additional author information can include title,
tanks, comments, status, category subject, hyperlink base company name,
and author manager.
Scenarios
John has received an employee report from the HR department. He has been
requested to give the workbook a title and a tag to be easy to organize and
find.
Let's look at the steps in the Excel spreadsheet used to complete the tasks
listed above.
Toggle to the file tab.
Fill in the title and tag text boxes with relevant information.
Linking Worksheets
You can utilize data from two different worksheets to generate a formula.
This can be done either within a single worksheet or across many
workbooks. When linking cells from worksheets inside the same workbook,
the base formula is represented as “sheet name! cell address.” When linking
cells from separate workbooks, the underlying formula is written as "
[workbookname.xlsx]sheetname! cell address." The formula
"=A1+Sheet2!A2" can be used to add the values of cell A1 in Worksheet 1
and cell A2 in Worksheet 2. Worksheet 1 is in Book1.xlsx, and Worksheet 2
is in Book2.xlsx; the same cells can be inserted using the formula "=
[Book1.xlsx]Sheet1!$A$1+A2". Of course, this formula would be placed on
Sheet 2 of Book2.xlsx.
Referencing can be divided into three types: relative, absolute, and mixed.
The technique of referring to cells just by their column and row labels (such
as "A1") is relative referencing. Excel doesn’t make an exact copy of a
formula that involves relative referencing and is transferred from one cell to
another. Cell addresses will change the row and column they are moved to.
If the basic addition formula "=(A1+B1)" in cell C1 is transferred to cell
C2, the formula will change to "=(A2+B2)" to reflect the new row. To avoid
this, cells must be referenced using absolute referencing, which is done by
including dollar signs "$" in the cell addresses in the formula.
Continuing with the preceding example, if cell C1's formula is "= ($A$1+
$B$1)," cell C2's value will equal the sum of cells A1 and B1. Both cells'
columns and rows are absolute, meaning they will not alter when copied.
Mixed referencing can be used when the row OR column is fixed, but not
both. In the formula "=(A$1+$B2)," for example, the row of cell A1 and the
column of cell B2 are both fixed.
Basic Functions
Compared to formulas, functions can be a more efficient approach to
conducting mathematical operations. You would use the formula
"=D1+D2+D3+D4+D5+D6+D7+D8+D9+D10" if you wished to add the
values of cells D1 through D10. Use the SUM function and type
"=SUM(D1:D10)" for a faster solution. In the table below, you'll find
several other function commands and examples:
Functio Example Description
n
SUM =SUM(A1:A100) Finds the sum of cells A1
through A100
1. Draw a circle around the set of cells that will be added together
(cells B2 through G2 in this example).
2. Navigate to the Formulas tab.
3. Select Autosum from the menu.
The more you utilize Excel formulae, the easier it will be to recall and
execute them manually. Nonetheless, the symbols above serve as a helpful
reference guide for formulas that you may peruse and refer to as you
improve your spreadsheet skills.
Formulas are sometimes known as "functions" in Excel. To add one to your
spreadsheet, choose a cell where you wish to execute a formula, then click
the "Insert Function" icon on the far left to browse popular formulas and
their functions. This is how the browser window will appear:
Looking for a more organized browsing experience? Use any of the
highlighted icons (inside the long red rectangle in the first screenshot
above) to uncover formulae for a range of topics, including finance, logic,
and more. Click "Insert Function" once you've discovered the formula that
works for you, as seen in the window above.
Let us review some of the most important Excel formulas and use them in
real-world scenarios .
EXCEL FORMULAS
1. Sum
2. If
3. Percentage
4. Subtraction
5. Multiplication
6. Division
7. Date
8. Array
9. Count
10. Average
11. Submit
12. Trim
13. Left, mid, and right
14. Vlookup
15. Randomize
We've created a list of critical formulas, keyboard shortcuts, and other tiny
tips and features you should know to help you use Excel more successfully
(and save a ton of time).
NOTE: The formulas below are for Excel 2017. If you are using an older
version of Excel, the locations of the features listed below may differ
somewhat.
1. SUM
All Excel formulae begin with the equals symbol, =, followed by a text tag
that specifies the formula you want Excel to use.
In Excel, the SUM formula is one of the most fundamental formulas for
finding the sum (or total) of two or more entries in a spreadsheet. To use the
SUM formula, use the syntax =SUM to enter the values you want to add
together (value 1, value 2, etc.).
The values you provide in the SUM formula can be real numbers or the
value in a specific cell in your spreadsheet.
• For example, to find the SUM of 30 and 80, type the following formula
into a spreadsheet cell: =SUM (30, 80). When you press "Enter," the
cell will display the sum of both numbers: 110.
• For example, to find the SUM of the values in cells B2 and B11, type
the following formula into a spreadsheet cell: =SUM (B2, B11). When
you press "Enter," the cell will calculate the sum of cells B2 and B11.
The formula will yield 0 if neither cell contains any numbers.
Keep in mind that you can use Excel to calculate the total value of a set of
values. Type the following formula into a cell of your spreadsheet to obtain
the SUM of the numbers in cells B2 through B11: =SUM (B2:B11). Instead
of a comma, there is a colon between both cells. Below is an instance of
how this may appear in an Excel spreadsheet for a content marketer:
(2) IF
In Excel, the IF formula is =IF(logical test, value if true, value if false). This
allows you to type a text value into a cell "if" another cell in your
spreadsheet is true or false. =IF(D2="Gryffindor," "10", "0"), for example,
would give cell D2 10 points if it contained the word "Gryffindor."
We need to know how many times a value appears in our spreadsheets.
However, there are occasions when we need to locate the cells containing
those values and enter certain data next to them.
For this one, we'll return to Sprung's example. Instead of individually
entering 10s next to each Gryffindor student's name, we'll utilize the
IFTHEN formula to say: If the student is in Gryffindor, they should receive
ten points. • IF(logical test, value if true, value if false) is the formula.
• Logical Test: The logical test is the statement's "IF" component.
D2="Gryffindor" is the rationale in this example. Make that the value
of the Logical Test is enclosed in quotation marks.
• Value if True: If the value is true — that is, if the student is a member
of Gryffindor — this is the value we want to show. In this scenario, the
number 10 should signify that the student received ten points. Use
quotation marks only if you want the result to be text rather than a
number.
• Value if False: If the value is false, and the student does not live in
Gryffindor, we want the cell to display "0," indicating that the student
has received 0 points.
• In the example below, the formula is: =IF(D2="Gryffindor","10","0")
3. Percentage
To use the % formula in Excel, type =A1/B1 into the cells you want to find
a percentage for. Highlight the cell, go to the Home tab, and select
"Percentage" from selecting the number to convert the decimal value to a
percentage.
Although there isn't a specific Excel "formula" for percentages, Excel
makes it simple to transform the value of any cell into a %, so you're not
stuck calculating and reentering the numbers.
Excel's Home tab contains the fundamental setting for converting a cell's
value to a percentage. Select this tab, highlight the cell(s) you want to
convert to a percentage, then select Conditional Formatting from the
dropdown option next to it (this menu button might say "General" at first).
Then, from the drop-down menu that appears, choose "Percentage." The
value of each cell you've marked will be converted to a percentage. This
functionality can be found farther down.
Bear in mind that if you use other formulas to produce new values, such as
the division formula (denoted =A1/B1), your results may appear as
decimals by default. Simply select your cells and change their format to
"Percentage" from the Home tab before or after performing this procedure,
as shown above. Adding and subtracting
In Excel, insert the cells you're subtracting in the format =SUM to perform
the subtraction formula (A1, -B1). By inserting a negative sign before the
cell you're subtracting, you may use the SUM formula to subtract it. For
example, if A1 is 10 and B1 is 6, =SUM(A1, -B1) performs 10 + -6 and
returns 4.
Subtracting, like percentages, lacks its formula in Excel, but that doesn't
imply it can't be done. There are two ways to subtract any values (or values
within cells).
• Applying the =SUM formula. To subtract multiple values from one
another, enter them in the format =SUM(A1, -B1), with a negative sign
(denoted by a hyphen) before the cell whose value you're removing.
Enter to get the difference between the two parenthesis-enclosed cells.
Take a look at the image above to get a sense of how this works.
• Use the formula =A1-B1. To subtract multiple values from one another,
insert an equals sign followed with your first value or cell, a hyphen,
and then the value or cell you're removing. Enter to get the difference
between the two values.
5. Multiplication
To use the multiplication formula in Excel, enter the cells to be multiplied
as =A1*B1. An asterisk is used in this formula to multiply cell A1 by cell
B1. For example, if A1 was ten and B1 was 6, the =A1*B1 result would be
60.
You may believe that multiplying values in Excel has its formula or that the
"x" character signifies multiplication between several numbers. It's as
simple as an asterisk — *.
When you press the Enter key, the quotient you choose should appear in the
cell you first highlighted.
7. DATE
The DATE formula in Excel is =DATE (year, month, day). This formula
will generate a date based on the information provided in the parenthesis,
including values from surrounding cells. =DATE(A1, B1, C1) would return
7/11/2018 if A1 were 2018, B1 was 7, and C1 was 11.
It can be tough to create dates in the cells of an Excel spreadsheet at times.
Fortunately, there is a simple method for formatting dates. This formula can
be applied in two ways:
• Make a date out of a collection of cell values. To do so, highlight an
empty cell, type "=DATE," and then input the cells whose values make
your desired date in parenthesis, beginning with the year, then the
month number, and finally the day. The final format should be as
follows: =DATE (year, month, day). Take a look at the screenshot
below to see how this appears.
• Set today's date automatically. To do so, choose an empty cell and insert
the following text: =DATE(YEAR(TODAY()), MONTH(TODAY()),
DAY(TODAY())). Entering the current date in your Excel spreadsheet
will return the current date.
This could save you a lot of time and effort when it comes to income
calculations. The finished formula may be seen in the screenshot above.
9. COUNT
In Excel, the COUNT formula is written as =COUNT (Start Cell: End
Cell). This formula will provide a value equal to the number of entries
discovered inside the specified cell range. FOR EXAMPLE,
=COUNT(A1:A10) will return a value of 8 if there are eight cells with
entered values between A1 and A10.
The COUNT formula in Excel is especially handy when working with huge
spreadsheets, and you need to know how many cells have actual entries.
Don't let the name deceive you: this formula does not calculate the cell
values. This formula simply calculates the number of cells in a given range
that are occupied by something.
You can quickly count the number of active cells in your spreadsheet by
using the formula in bold above. The end product should look somewhat
like this:
10. AVERAGE
In Excel, input the values, cells, or range of cells you want to calculate the
average in the format =AVERAGE(number1, number2, etc.) or
=AVERAGE(number1, number2, etc.). (Start Value: End Value). The
average of all the values or ranges of cells in the parenthesis will be
calculated.
You can avoid obtaining individual sums and then run a separate division
calculation on your total by using Excel to find the average of a range of
cells. You may let Excel perform all the work for you by using =AVERAGE
as your initial text entry.
The total values divided by the total number of entries in the set are the
average of the numbers.
11. SUMIF
=SUMIF is the Excel formula for SUMIF (range, criteria, [sum range]).
This returns the total values in a specified range of cells that fulfill the same
criteria. =SUMIF(C3:C12,">70,000"), for example, would return the sum of
values between cells C3 and C12 from only the cells with values larger than
70,000.
Let's assume you want to calculate the profit you made from a list of leads
connected with specific area codes, or you want to sum the wages of certain
employees — but only if they exceed a certain number. Doing it manually
sounds time-consuming.
It does not have to be that way with the SUMIF function; you may easily
add up the sum of cells that fulfill particular criteria, such as the salary
example above.
• The formula: =SUMIF(range, criteria, [sum_range])
Range: The range that your criteria are being used to test.
Criteria: These are the rules that guide which cells in Criteria
range1 will be combined.
[Sum range]: An additional range of cells to add to the original
Range entered. This field can be left blank.
In the example below, we needed to find all salaries that exceeded $70,000.
With the formula =SUMIF(C3:C12,">70,000"), the SUMIF function
summed up the dollar amounts that exceeded that value in cells C3 through
C12.
12. TRIM
In Excel, the TRIM formula is =TRIM (text). Any spaces put before and
after the text entered in the cell will be removed by this formula. If A2 has
the name "Steve Peterson" with unnecessary spaces before the first name,
for example, =TRIM(A2) will return "Steve Peterson" in a new cell with no
spaces.
In today's office, email and file sharing are vital tools. That is unless one of
your coworkers sends you a worksheet with unusual spacing. Not only may
those rogue spaces make searching for data difficult, but they can also alter
the results when adding together columns of numbers.
You may tidy up any irregular spacing using the TRIM function, intended to
remove unnecessary spaces from data, rather than carefully removing and
inserting spaces as needed (except for single spaces between words).
• Text: The text or cell from which spaces should be removed.
• The formula: =TRIM(text).
Here is an example of how the TRIM function was used to remove
unnecessary spaces from a list of names. To do so, we used the Formula Bar
to enter =TRIM("A2") and then repeated the process for each name below it
in a new column next to the column with the undesired spaces.
Other Excel formulas you could find useful as your data management
demands develop are included below.
13. RIGHT, MID, and LEFT
Imagine you have a line of text in a cell that you wish to divide into
multiple portions. Users can utilize a set of string methods to deconstruct
the sequence as needed: LEFT, MID, or RIGHT, rather than manually
retyping each piece of code into its respective column.
LEFT
• Useful for getting the first X digits or characters from a
cell.
• =LEFT(text, number of characters) is a formula.
MID
• Useful for extracting letters or numbers in the middle of a
line according to their position.
• =MID(text, start position, number of characters) is a
formula.
• Text: The string from which you want to extract
information.
• Start position: The start of the string you want to extract
data. The first place in the string, for example, is 1.
• The number of characters: The total amount of characters
to extract.
In this example, we typed =MID(A2,5,2) into cell B2 and copied it to
B3:B6. We were able to extract the two integers starting in the fifth position
of the code due to this.
RIGHT
• Useful for extracting the cell's last X numbers or
characters.
• =RIGHT(text, number of characters) is a formula.
15. RANDOMIZE
The RANDOMIZE formula in Excel is compared to shuffling a deck of
cards in a wonderful essay. Each of the 52 cards in a deck is a row, while
the complete deck is a column. "You may shuffle the deck by computing a
new column of data, populating each cell in the column with a random
number, then sorting the worksheet based on the random number field,"
explains Steve McDonnell.
In marketing, you might use this function to assign a random number to a
list of contacts, such as if you wanted to test a new email campaign and
needed to pick recipients using blind criteria. You might apply the rule
"Any contact with a figure of 6 or above will be added to the new
campaign" by assigning numbers to said contacts.
• The formula: RAND()
Begin with a single contact column. Then, starting with the top
contact's row, type "RAND()" in the column adjacent to it, without
the quotation marks.
1. Type it into an empty cell to run the formula and press "Enter."
2. Hover your cursor over the cell containing the formula in the bottomright
corner. A small, bold "+" symbol will appear.
3. While you may double-click this symbol to fill the full column with
yourformula, you can also manually click and drag your cursor along the
column to fill only a portion of it.
4. Release your mouse after you've reached the last cell in the columnwhere
you want to enter your formula. Then double-check each new value to
ensure it belongs in the right cells.
Excel Keyboard Shortcuts
1. Select rows, columns, or the entire spreadsheet quickly.
Maybe you're pressed for time. Who isn't, after all? No problem if you don't
have a lot of time. With just one click, you may choose your entire
spreadsheet. To highlight everything on your sheet simultaneously, simply
click the tab in the top-left corner.
Create a formatting rule to describe the type of duplicate content you want
to bring forth using the popup.
We formatted the duplicate cells in yellow in the example above to indicate
duplicate wages within the given range.
Excel is often unavoidable in marketing, but it doesn't have to be so
intimidating with these tips. Practice makes perfect, as they say. These
formulas, shortcuts, and methods will become second nature the more you
utilize them.
Some formulas are often used, while others are rarely used. This book
article will go through some of the most significant Excel logical formulae
and real-world applications. All of the Excel logical equations operate with
TRUE or FALSE if we conduct a logical test.
How do you utilize the logical function in Excel?
The following are some instances of logical functions in Excel.
1 – Excel AND & OR Logical Function
In Excel, the OR & AND functions are opposed. The AND condition in
Excel requires that all logical tests be TRUE, whereas the OR function
requires that any logical tests be TRUE.
The names of the two students are Marks 1 and Marks 2. The answer should
be TRUE if the student received a score of more than 35 on both tests;
otherwise, the answer should be FALSE. Because both conditions must be
met, we must use the logical test.
AND Logical Function in Excel (Example 1)
1.
Open AND function first.
Now, unless the product's price is greater than 80, we need the result
"Costly," and if the product's price is less than 80, we need the result "Ok."
Step 1The logical test is that the price is greater than $80. As a result, start
with the IF condition.
Step 2: Now pass the logical test in excel, i.e., Price >80.
We received the result "Ok" since the price of the items Orange and Sapota
is less than 80. Because the logical test in Excel is greater than 80, we chose
“Costly” for Apple and Grapes because their prices are greater than
80.
We can only test one condition at a time if we only test one condition, but
we need to look at two conditions simultaneously here. As a result, open
AND condition and pass Exam 1 >35 and Exam 2 >35.
We need the outcome to be PASS if both supplied conditions are TRUE. If
the logical test in Excel is TRUE, use the value PASS.
As seen, we may use =COUNT to get the count of cells in the range A2 to
A6 (A2: A6). This function accepts only numbers.
Now that we know how to use the COUNT function in Excel let's look at
the COUNTA function.
What Does the COUNTA Function in Excel Do?
This function counts how many cells have data or non-empty values in a
range. The syntax is as follows:
=COUNTA(value1,[value2],…)
In addition, the values can be in any range. A1:A10, for example, can be
used as follows:
AS SHOWN ABOVE, =COUNTA(E2: E6) counts cells with data
(nonempty cells) in the range E2 to E6.
The difference between COUNTA and COUNT in Excel?
COUNT is a function that counts the number of numeric-valued cells in a
table. COUNTA, on the other hand, counts how many cells have data in
them.
COUNTBLANK: How Do You Use It?
COUNTBLANK is a basic function that, as the name implies, counts the
number of blank or empty cells. The syntax is as follows:
=COUNTBLANK(range)
The COUNTBLANK function uses a defined range as a parameter.
COUNTBLANK aids in counting cells that have been left blank or empty,
as seen in the example. This function can be used to find blank records in a
database.
What's the best way to make COUNTIF work for you?
The COUNTIF function determines how many cells fulfill a set of
conditions. The syntax is as follows:
=COUNTIF(range, criteria) The
two arguments are as follows:
• Range—in Excel, this is a collection of cells. Consider the
following example: B1: B6
• Criterion is a condition that allows something to work.
For example, ">50," A1
This function counts the cells in the specified range that match the criterion
or condition.
Usage:
• COUNTIF is a function that can be used to compare a
string to a criterion.
Consider the case below:
To see how many places match the city "Tianjin," we use the formula
=COUNTIF(C2: C6, "Tianjin").
• COUNTIF can be used to count text-only cells-
=COUNTIF(E2:E6,">=60")
The COUNTIF function was used to determine the number of people above
60 who COVID impacts. We've taken cells E2 through E6 in a range of
ages. To meet the criterion, the value must be larger than or equal to 60.
greater than 20
The COUNTIF function is called first, and it counts the number of cells in
the range A2 to A12 that have the value 2 in cell A3. Duplicate values exist
if the count is greater than one, and the result will be reported as
"DUPLICATE." Otherwise, it will say "UNIQUE."
COUNT IN EXCEL
The COUNT formula counts the number of cells in a range that contains
numerical values. It returns an integer value and is a statistical function.
The COUNT formula is written as “=COUNT(value 1, [value 2],...)”.
Where,
• Value1: This is a mandatory parameter. For example, the formula
“=COUNT(“Cell Range,” “&DATE (2021,4,1)” was used to
count a range of cells that contained a date before April 1, 2021.
The DATE function is used to enter the date.
• Value n: This is a parameter that can be left blank. It has a value
range of up to 255. A cell reference or a range of values can be
used as the value. It's a collection of spreadsheet cells with
various data types, with just the cells containing numbers being
counted.
The COUNTA function is a COUNT function that has been extended. It
keeps track of logical, text, and error values. The COUNTIF function
(another COUNT function extension) counts the numbers that fulfill a set of
criteria.
USING THE COUNT FUNCTION IN EXCEL?
Let's look at a few COUNT function samples. Each example uses the
COUNT function to implement a different scenario.
Count the Numbers in the Given Range (Example 1)
To count the numbers in the provided range, use the COUNT function on
the range of cells B3:B8 (shown in the table below).
In Excel, the COUNT formula is as follows:
“=COUNT(B3:B8)”
There are only three integers in the range B3:B8. As a result, the COUNT
function returns three. The outcome is shown in cell B10. The COUNT
formula was used in this example, and the outcome is shown in the
following image.
Chapter 5: CONDITIONAL
FUNCTIONS IN EXCELS
Excel Tricks & Conditional Formulas In Excel, how to use the IF Function
If there was ever a single Excel function that I used the most, it would
probably be the IF function. As far as I'm concerned, it's a workhorse since
it can be combined with a variety of different tasks to serve a variety of
purposes. You've got all the elements you need to develop some very
amazing formulae that will help you not only sort your data but also
improve the aesthetics of your spreadsheets and automate the analysis of
your data, thanks to other Logical Functions like AND, OR, NOT, TRUE,
and FALSE. Here are a few reasons why conditional formulae in Excel
have my undying love.
What is a Conditional Formula, and how does it work?
In Excel, a conditional formula is a formula that uses the IF function to
perform a logical test on data. It effectively allows you to construct an "If
(this), then (that)" logical argument. Though truth-functional propositional
logic is a subset of philosophy, you won't need to open a textbook to create
logical arguments in Excel. One of the best things about conditional
formulas in Excel is how simple they are to use. Conditional programming
is also utilized in online design and development, especially when a website
is accessed through multiple browsers. It reminds me of a crossroads where
math, philosophy, and programming collide.
How to Write a Conditional Formula
The IF formula in Excel has the following basic syntax:
• logical_test: the condition that you are checking for
• =IF(logical_test,[value_if_true],[value_if_false])
• [value if false]: the outcomes you desire if the condition is false.
• [value if true]: if the condition is true, this is the result you want.
For example, to list the player with the highest score, enter the following
formula in cell D2:=IF(B2>C2, B1, C1)
1if-player-high-score
You might also use the OR, AND, and NOT functions to produce TRUE
and FALSE results. =AND(B2>1,C2>1)
2and-formula-excel
=OR(B4>1,C4>1)
3or-formula-excel
=NOT(C3>1)
5not-formula-excel-double-negative
You can instead use the operator<> instead of "not equal to" in your
formula, as shown below:
=OR(B2<>0,C3<1)
What are the benefits of using conditional formulas?
When you have a lot of data in your spreadsheets, you might want to find a
means to highlight or "filter" out some of it, depending on certain criteria.
For instance, if you wanted to see if the value of a cell in column A is the
same as the value of a cell in column B (duplicates), you might use a
conditional formula in column C to receive a TRUE or FALSE response.
=IF(A1=B1,TRUE,FALSE)
This is useful if you're running the formula on a large number of cells and
want to be able to spot any errors. If you wanted to find out which cells
have values in a specific range, you might use the IF function to create a
conditional formula like this:
=IF(A1>3,TRUE,FALSE)
6if-formula-excel-true-false-options
If you want to count how many cells meet a specified set of criteria (for
example, values larger than 50), you should generally use the COUNTIF
function. The advantage of using basic conditional formulas with the IF
function is that you may use it for conditional formatting, which allows you
to highlight cells that meet a set of criteria.
=COUNTIF(D2:D5, B1) for numerical values and cell references
For text values, use =COUNTIF(D2:D5, "Player 1")—don't forget to
include quotation marks if you're referring to a text value.
7countif-formula-excel
Conditional Formulas in Practice
Identifying duplication in several columns or rows [e.g., =IF(A1=B1,”
Same,” Different”)]
Identifying values inside a certain range [e.g. values greater than 4:
=IF(A1>4,TRUE,FALSE)]
Nested conditional formulas
Different equations can be calculated based on the values of a single cell.
[For example, you can "nest" your functions if you want to employ a
conditional formula] (where multiple functions are used within each other)
In this scenario, you could use a formula to compute the difference between
one player's victories over the other (without going into negatives) and
indicate whether there is a tie.
=IF(B7>C7,B7-C7,IF(C7>B7,C7-B7,”Tie”)) 8multiple-
equations-nested-conditional-formulas-excel This formula
combines two IF formulae into one...
First, you have the IF(B7>C7, B7-C7,...) formula. However, you put
another IF formula in the value if false part of the equation: IF(C7>B7,
C7B7, "Tie"). If both the first and second IF formulas are false (meaning
B7 is not greater than C7), then the final false result comes from the second
(or, in this case, inner-most) IF formula, which is "Tie."
Using a single formula to apply many conditions
Let's imagine you wanted to see if Player 2 had a good game day by
assessing not just whether or not they were the game's winner but also
whether or not they scored more than 3 points. You can use an IF formula
with a nested AND formula to limit your results to games where Player 2
satisfied BOTH conditions, as seen below:
=IF(AND(D2=C1, C2>3),” Good Game,” Needs Improvement”)
9nested-conditional-formula-excel
If Player 2 (cell C1) is the game's winner (cell D2) AND Player 2's score
(cell C2) is more than 3, the result is "Good Game," otherwise "Needs
Improvement." This implies that if Player 1 wins, if the game is tied, or if
Player 2 wins but only scores 3 points, the result will be "Needs
Improvement." If you wanted to change the formula so that if Player 2 earns
3 points, the result would be "Good Game" instead of "Needs
Improvement," you would change the > symbol in the formula to a greater
than or equal to symbol >=.
=IF(AND(D2=C1,C2>=3),”Good Game”,”Needs Improvement”)
10nested-conditional-formula-greater-than-equal-excel
Conditional formatting
Outside of the standard function, formatting cells based on multiple criteria
With conditional formatting in Excel 2007, 2010, and 2013, you have many
options for highlighting the cells to which you apply the formatting based
on the value of the chosen cells. But what if you want to format cells using
criteria that aren't covered by the default options? Of course, you do it with
a formula!
You can choose the "Use a formula to determine which cells to format" rule
type from the Conditional Formatting menu, which will prompt you to input
your formula in a box. You may use a formula like this to highlight the cells
showing the Game number (i.e., cells A2:A5) based on the values of cells in
an adjacent column (in this case, column D, which specifies who the victor
was).
=IF($D2=”Player 2″,TRUE,FALSE)
11conditional-formula-highlight-cell-according-to-winner-
conditionalformatting-excel
Keep in mind that if you click on the cell, you're formulating in, Excel will
generate an absolute reference (using $ in front of the row number and
column letter) by default. If you want your formula to adjust with the cells,
it applies to, simply delete the $ from these absolute references. After
you've finished sprucing up your formula, click the Format option to
specify the formatting you want to use (I went with blue for the cell fill
color), then hit OK.
12adjusting-range-of-conditional-formatting-excel
I want to change the range of this conditional format because I only applied
it to cell A2; therefore, I'll go to the Conditional Formatting menu and
"stretch out" the range of this condition under Manage Rules. Also, suppose
I wanted to apply a different conditional format, such as highlighting the
games that Player 1 had won in a different color. In that case, I could do so
by repeating the steps above but altering the formula to =IF($D2="Player 1′
′, TRUE, FALSE) and changing the cell fill color (I chose red).
13several-conditional-formulas-conditional-formatting-excel
You can apply this formula in a new rule to highlight the cells that have a
tie by repeating the same steps:
=IF($D2=”Tie”,TRUE,FALSE)
Make sure the ranges for the conditional formatting rules are set correctly,
and you'll have a color-coded list that changes as the scores change.
When we press enter, Excel turns what we've input into a data format of
hours: minutes: seconds.
To log a more precise time in your spreadsheet, follow these steps:
The key is to divide the sections of the time data with colons, then add a
space followed by "AM" or "PM."
3. How to Combine Time and Date in a Typed Message
You can also write combinations of dates and times for highly specific
timestamps in Excel.
Simply apply what we've already learned about typing dates and times to
construct a date-time combination.
When the time is used in conjunction with a date, Excel converts it to a
24hour format by default. Continue reading if you wish to change the date's
style.
Bonus: Current Time Keyboard Shortcut in Excel
The current time is inserted into a spreadsheet using one of my favorite
Excel keyboard shortcuts. I FREQUENTLY UTILIZE THIS
CALCULATION when I'm marking the time I changed my data. Put it to
the test:
Control + Shift + ;
These cells all contain the same information, but they're formatted
differently.
What you would see in the screenshot above is that all six of those cells
have the same data - "1/22/2017." What makes them different in Excel is
how they're formatted. Although the original data remains the same, it can
be formatted in a variety of ways.
In most circumstances, formatting is a superior way to change the style of
our dates. We don't need to change the data itself; we must change its
presentation.
Format Excel Cells
Make sure to be on the Home tab of Excel to change the date and time data
display. Locate the Number section on the Ribbon (menu at the top of
Excel).
A little arrow may be found in the section's lower right corner. To access the
Format Cells menu, click it.
Make sure to be on the Home tab and select the dropdown arrow next to the
word "Number" in this screenshot to format cells with built-in styles in
Excel.
Format Cells offers several choices for formatting dates and times. With a
little formatting, you could change "1/22/2017" to "Sunday, January 22nd."
Then you can use the format painter to change the styles of all of your cells.
You can modify the styles of your dates and times without updating the
original date by using the Format Cells menu.
Take some time to look over this menu and experiment with the various
layouts for your Excel dates and times. Get Data From Dates and
Times
Consider the following scenario: we have a data collection with very
specific dates and times, and we want to acquire simpler copies of those
calculations. We may have a list of specific transaction dates, but we want
to arrange them by year or month to work with them at a higher level.
With this Excel formula, you can determine the year from a date:
=YEAR(CELL)
Use the following Excel formula to extract simply the month from a date
cell:
=MON(CELL)
Find out how to tell the difference between dates and times.
Use the "DATEDIF" tab in the example workbook for this section of the
course.
While formats change how dates and times are displayed, formulae in Excel
are used to programmatically manipulate, compute, or interact with dates
and times.
The number of days between two dates can be calculated using this Excel
date formula:
=DATEDIF(A1,B1,"d")
The formula employs a "d" to calculate the difference in days between two
cells separated by commas.
The DATEDIF formula determines the number of days between two date
cells.
Here are some examples of how you could make use of the Excel date
formula:
• Start a birthday countdown by calculating the difference between
now and your birthday.
• Use a DATEDIF to determine the difference between two dates
and divide your stock portfolio's growth by the number of days to
calculate the rise (or loss!) each day.
2. Months Between Dates
The distance between two dates in months can also be calculated using
DATEDIF. This Excel date formula is quite similar, but it uses an "m"
instead of a "d" to calculate the month difference:
=DATEDIF(A1,B1,"m")
However, Excel has a quirk when using DATEDIF: it calculates entire
months between dates. Take a look at the image below.
Between January 1st and March 31st, there are three months, in my opinion
(all of January, February, and almost all of March.) Because Excel only
recognizes January and February as finished, entire months, the result is
"2."
Here's how I like to figure out how many months there are between two
dates. We'll calculate the date difference in days and divide it by 30.42, the
average number of days in a month.
=(DATEDIF(A1,B1,"d")/30.42)
Let's put our new DATEDIF to the test on two dates:
Much, much better. The output of 2.99 is almost three months, which will
be quite beneficial in future calculations.
Although the official Excel literature provides a complicated approach for
calculating months between dates, this is a quick and easy way to get close.
Finding the sweet spot of simplicity and precision when writing an Excel
formula is key, and this formula achieves both.
3. Years Between Dates
Finally, let's figure out how many years separate two dates. The official
formula for calculating years between dates is as follows:
=DATEDIF(A1,B1,"y")
We've just substituted "y" for the last portion of the calculation to determine
the number of years between two dates, the same as our previous DATEDIF
formulations. Let us take a look at how it works:
It's worth noting that this operates similarly to the DATEDIF for months in
that it only considers entire years that have passed. I'd prefer to include
partial years as well. For years, here's a superior DATEDIF: =
(DATEDIF(A1,B2,"d")/365)
We're essentially taking the date difference in days and dividing it by 365 to
convert it to a year. The following are the outcomes:
If there are any recognized holidays in the timeframe you want to omit,
write them down.
Working with spreadsheets in Excel? You will encounter these excel issues
at some point, as they appear as excel error messages on your computer
screen. The following is a list of all those Excel errors, as well as their
efficient solutions for keeping your spreadsheet operation error-free.
Let's have a look at each of the excel errors and how to fix them.
Insights about Excel errors:
Here's something to think about: when these formulas are applied to
columns and rows with lots of data, they can generate Excel errors that
prevent the spreadsheet from working properly and change the outcome.
There is a specific reason for each formula error that occurs in an excel
spreadsheet. You won't avoid these errors, but you can take precautions to
reduce the likelihood of them occurring.
• In an excel sheet, start every formula with an equal sign.
• When multiplying integers in cells, make sure to use the
* sign rather than an X.
• Keep all opening and closing parenthesis in pairs by
matching their sounds.
• In formulas, quotation marks should be used around the
text.
The following is a list of common excel errors that might occur while
working on a spreadsheet and quick fixes to eliminate them.
Part 1: 8 Formula Errors in Excel and How to Fix Them:
The following is a list of the eight most common excel errors that occur in
spreadsheets. Take a peek around! There is an immediate answer associated
with them to properly fix problems and keep things running.
Let's get this party started!
1- Value!
This error will appear primarily because the formula involves a variety of
values. This error can occur when one or more cells in a spreadsheet have
text instead of numbers for mathematical processing. Other factors could
include the cell's OFFSET function. For instance, the graphic below depicts
such a model. Cell A2 has a text value, but cell B2 has a numerical value.
You'll see the "#VALUE!" error in the cell if you do it this way.
Value problem in Excel
The simplest way to fix the #Value problem in Excel is to utilize
numbers instead of text in the spreadsheet when doing mathematical
operations. If the error notice persists, look for blank cells, missing
formulas, or the use of special characters2 in cells. This could also
result in an Excel error.
2- Name: This is an Excel issue that occurs when the improper namefor
the operation to be applied is entered. The #Name excels error is
caused by an incorrectly written range name, a reference to a deleted
range name, or no quotation marks in the text string.
For instance, if you need to use the AVERAGE formula but wrote
'average' in the text box, you will certainly get this error.
Method to fix #Name error:
Simply spell the function correctly, and the #Name excel problem will
be eliminated. If your spreadsheet still displays this error, Excel is likely
being fooled by more than one of your formula entries. Having Excel
create the function for you is a straightforward way to fix this. Simply
choose the cell where you want to execute the formula and then click
the "Formulas" option in the top ribbon. Select "Insert Function" from
the drop-down menu
3- #DIV/0:
The most common type of Excel error is this one. This error will
appear on the screen if the number contained in the cell is divided by
zero or if the cell has an empty value.
For example:
In the formula bar, you can see the DIV function applied. However,
there is no value in B3. As a result, the #DIV/0 error appears.
In Excel, the only option to fix the #DIV/0 problem is to change the
zero value in the cell to a non-zero value. If the problem is caused by
an empty cell, you can also add value.
4- #N/A:
This excel issue means that there isn't a value to be found. This error
occurs when the function is applied to a cell that does not have a value.
Although, on a technical level, this is not a formula error but rather
something manually entered into the cell to demonstrate that no
specific value should be entered.
For example:
When a VLOOUP function is used in a range, the cell to which it is
applied does not have a specific value.
The only way to fix the #N/A issue is to double-check each column and
cell to ensure that data is accurately placed and there are no blank
cells.
5- #####:
Is it difficult to comprehend? This excel error follows the width of the
cell in the spreadsheet. Excel will most likely display this error if the
data to be entered in cells exceeds the width range of the cell. It will not
display all of the characters; instead, only the number sign will appear
in the cell.
For example:
Excel will display this error because the number in cell A1 is 1231068
and the cell's width is insufficient to display all of the numbers.
For example:
Row three in the first column contains data for February; if this cell is
erased, the #REF error occurs.
If the cells related to the formula are unintentionally removed, all you
have to do is click Undo on the Quick Access Toolbar (or press
CTRL+Z for PC / Command + Z for Mac) to restore them.
Excel File Error Messages You Hate to See
Following the frequent excel mistakes you may encounter, you may
encounter some excel error messages that display on screens and
indicate that your job is no longer proceeding smoothly. Here are the
most common Excel error signals and their causes and effective
strategies for resolving them.
1. The file '(filename)' cannot be opened in Excel.xlsx error
This error message appears when the file you're trying to open is
corrupted or damaged and isn't compatible with Excel. Another cause
could be that the file's extension isn't compatible with its format. So
let's just get this over with.
Step 1: To begin, open Excel on your device and navigate to the File
tab.
Step 2: Select Export from the drop-down menu, then Change File
Type.
Step 3: Change the file format and save the newly created file.
2. Microsoft Excel Error – "The file is corrupt and cannot be opened."Most
of the time, when you upgrade your Excel, you'll get this error notice.
All you have to do now is make a few settings modifications, and you'll
be back to work.
• Step 1: In Excel, go to the File menu and choose Option
from the drop-down menu.
• Step 2: In the Options menu, select Trusted Centre.
• Step 3: Select Trusted Centre Settings from the
dropdown menu.
Step 4: Select Protected View in a new window.
Step 5: Uncheck all of the choices and then click OK.
Our goal is to give you the most basic introduction and explanation of what a pivot table is that you can discover.
You will comprehend the concepts of pivot tables after reading this essay. You'll understand how they work behind
the scenes. You'll also learn how to analyze data in your business.
If you have never made a pivot table, this is the article for you, but it feels like magic to you.
Even if you use pivot tables regularly, you may learn more about their inner workings.
Juliette Margherita 1 1
Quattro Stagioni 1 1
Salami 1 1 2
Summary ofJuliette 1 2 1 4
Melissa Margherita 1 1
Salami 1 1
Tuna 1 1 2
Summary ofMelissa 2 1 1 4
Sylvia Margherita 1 1
Quattro Stagioni 1 2 3
Tuna 1 1
Summary ofSylvia 1 2 2 5
Summary 4 5 4 13
BEST WAY TO LEARN HOW TO USE PIVOT TABLES?
Mastering pivot tables may appear to be a difficult task. You can grasp it quite well if you understand a few basic
principles. You can quickly catch up with your more knowledgeable colleagues in this field.
And, of course, you'll be able to command a greater salary on the job market.
What is a Pivot Table, and how does it work? The rest of this article will walk you through it step by step, using
principles you're already familiar with...
WHAT IS THE PURPOSE OF PIVOT?
WHAT ARE THE BENEFITS OF USING A PIVOT TABLE?
A Pivot Table is a tool for summarizing, sorting, reorganizing, grouping, counting, totaling, or averaging data in a
table. It allows us to change rows into columns and columns into rows. It lets you organize your data by any field
(column) and perform complex calculations on it.
On the other hand, such an explanation may generate more problems than it answers.
There are other practical reasons as well.
WHAT ARE SOME INSTANCES OF PIVOT TABLES IN PRACTICE?
Create a list of unique values using a pivot table. Pivot tables can be utilized to detect unique values in a table
column since they summarize data. This is a simple way to see all of the values in a field and discover typos and
other inconsistencies.
A pivot table can organize items/records/rows into categories, count the number of items in each category, sum the
items' values or compute the average, identify the minimum or maximum value, and so on.
We'll examine how pivot tables function in a few simple steps. Then developing pivot tables will no longer be
difficult.
Let's look at an example. We'll use something that we're all familiar with...
THE STANDARD DECK OF 52-CARDS
Each card has a symbol (clubs, hearts, diamonds, spades), a value (A, 1 through 10, J, Q, K), and a color (red,
green, or blue) (black or red).
Let's divide the deck into groups based on color:
bl
ac
k
re
d
We've divided the cards into two groups, or two new decks if you will.
What kind of data can we glean from this table? For example, we can count the cards in each of the categories.
Instead of counting all of the cards in a table cell, we may have the computer do it for us. As a result, all we see is
a number.
2
black
6
2
red
6
We now know that the regular 52-card deck contains an equal amount of black and red cards.
The designations black and red may be seen in the first column. Row Labels are what they're called.
Isn't it a little perplexing? Is it possible to have row labels in a column? Yes, because each row needs a label at the start. As a result, the labels are stacked
one on top of the other, forming a column. Don't be perplexed by this.
The row begins with a Row Label.
What if we turned the table 90 degrees in the opposite direction?
re
black
d
26 26
Isn't there much that's changed? It supplies us with the same data. It’s simply a matter of personal preference as to
which shape we prefer.
One distinction is that Row Labels are no longer used. Column Labels are used instead.
The colors red and black are still used in column labels. It's only that they've labeled each of the columns now.
Column Labels, like Row Labels, are set at the start of the columns and happen to be adjacent to each other,
forming a row.
Including a new dimension
What other categories does the normal 52-card deck have besides colors?
There are symbols (clubs, diamonds, hearts, and spades, for example). As a result, we can sort into groups based
on the symbol.
clubs
♣
diam
onds
♦
heart
s♥
spade
s♠
We can once again request that the computer count the cards for us.
1
clubs ♣
3
1
diamonds ♦
3
1
hearts ♥
3
1
spades ♠
3
What if we wanted to categorize the cards based on their qualities (or attributes)? Let's mix the two approaches.
Another dimension will be added to indicate the color.
The card symbols now represent row Labels. The color will be added as Column Labels.
red black
club
s♣
diam
onds
♦
heart
s♥
spad
es ♠
Examine the outcomes.
There are categories where there are no cards, as you can see. This has already revealed some useful data.
The table tells us there are no red clubs, black diamonds, black hearts, or red spades if it weren't for the cards we're
all familiar with.
In other words, clubs and spades are always black, whereas diamonds and hearts are always red.
Juggling, rotation, and more...
Let's revert the cards to their original counts.
re
black
d
clubs ♣ 13
diamonds ♦ 13
hearts ♥ 13
spades ♠ 13
Let's look at several other ways to use the Row and Column Labels.
It gives the same value and information as before. It all depends on what best represents the tale we're trying to
tell.
1. Rotation
clubs ♣ diamonds ♦ hearts ♥ spades ♠
blac
13 13
k
red 13 13
black
hearts ♥
1
spades ♠
3
clubs ♣
1
diamonds ♦
3
red
1
hearts ♥
3
spades ♠
At first glance, the second and third situations appear to be a little more challenging. Consider how we might split
the cards into categories based on their hue. We classify the cards into four categories based on the symbol.
The order can also be changed in which the Column and Row Labels appear. Consider the following scenario:
clubs ♣ diamonds ♦ hearts ♥ spades ♠
re
black red black red black red black
d
13 13 13 13
Such a divide in the categories is not very practicable in the case of the normal 52-card deck. As a result, many table cells stay unfilled.
Most tools just skip over empty cells for the sake of simplicity. The result is more compact and easier to read when the cells are skipped.
1
clubs ♣
3
black
1
spades ♠
3
1
diamonds ♦
3
red
1
hearts ♥
3
Percentages and sums
Counting the totals in rows and columns might occasionally reveal additional useful information. In the case of the
cards, probably not. However, have a look...
red black
ROW TOTAL
clubs ♣ 13 13
diamonds ♦ 13 13
hearts ♥ 13 13
spades ♠ 13 13
COLUMN TOTAL 26 26 52
There are 26 red cards, 26 black cards, and 13 cards with each of the symbols, as can be seen.
It's vital to note that both Column Totals and Row Totals count all 52 cards (52).
Because columns and rows reflect distinct types of categories, this is the case.
Have you taken notice of how lovely the pivot table is?
The pivot table's cells are used to divide all of the cards. Every single card is only ever represented once.
This is similar to the actual world, in which a single card cannot be placed in two decks simultaneously.
We may be more interested in relative values. How much of the whole number is represented by each column or
row.
blac
red k ROW TOTAL
clubs ♣ 13 25%
diamonds ♦ 13 25%
hearts ♥ 13 25%
spades ♠ 13 25%
50 50
COLUMN TOTAL
% % 100%
Half are black, and half of the cards are red, as can be seen. A quarter of all the cards are always used to represent
the individual symbols.
Let's switch gears and have some pizza.
We now understand how to categorize the cards and organize them in a pivot table.
Let's take a look at an example that is a little more complicated. Our favorite eatery has given us a receipt.
This looks a little like a card. It’s different from the former in that it has additional properties.
A receipt is devoid of symbols and color (assuming bills are mostly blue or black and do not play any role). On the
other hand, a receipt has a large number of new attributes. The value (total) stayed the same but with a new
connotation.
What are some other unique features of a receipt? These are the following:
• Table-serving employee
• transaction date and time
• products sold (e.g. pizza Margherita)
• price, tax, total...
There are numerous more features on the receipt, such as the restaurant's address and phone number, station
number, guest number, table number, etc.
However, for the time being, we will ignore those additional features because they are unimportant in our cases.
Also, for the sake of simplicity, we'll suppose that each receipt always contains exactly one item sold.
Tabularize the universe
A structured form of data is required for the computer to function efficiently with information.
This is why we use tables to organize our descriptions of the world around us. A single row in a table often
describes one thing in the actual world.
These could be ingredients in a recipe, automobile models, or tasks to be completed.
If we wanted to tabularize our regular 52-card deck, we'd need a table with 52 rows. Each row represents a single
card. Something along these lines:
Value Symbol Color
A ♥ red
1 ♥ red
2 ♥ red
… … …
Place the pizza receipt on the table. Only the properties highlighted in red will be tracked.
The table that results has four properties, each in its column:
Tota
Employee Date and Time Pizza
l
$6.0
Melissa 2019/05/26 01:17PM Margherita
3
Each receipt forms a line of the table. A record is another name for a tape.
Let's keep track of a few more receipts:
Tot
Employee Date and Time Pizza
al
$6.
Melissa 2019/05/26 01:17PM Margherita
03
$6.
Sylvia 2019/05/27 01:19PM Quattro Stagioni
74
$6.
Juliette 2019/05/28 02:23PM Salami
38
$6.
Melissa 2019/05/29 02:36PM Tuna
91
$6.
Sylvia 2019/06/01 02:41PM Margherita
03
$6.
Juliette 2019/06/10 02:49PM Quattro Stagioni
74
$6.
Melissa 2019/06/11 02:57PM Salami
38
$6.
Sylvia 2019/06/12 03:01PM Tuna
91
$6.
Juliette 2019/06/26 03:02PM Margherita
03
$6.
Sylvia 2019/07/16 03:11PM Quattro Stagioni
74
$6.
Juliette 2019/07/17 03:26PM Salami
38
$6.
Melissa 2019/07/18 03:28PM Tuna
91
$6.
Sylvia 2019/07/19 03:31PM Quattro Stagioni
74
The receipts are chosen completely randomly.
We could get more meaningful results from a pivot table if we had additional data (i.e., receipts). In our instance,
the outcomes will be of limited utility. On the other hand, the results are sufficient to demonstrate the concept.
Answer the following questions:
Do you have any suggestions for questions to ask about our pizza bills? What kind of information would we be
able to obtain?
• How many pizzas were sold of which type?
• How many pizzas were sold by whom?
• Which pizzas brought in the most money?
• Who brought in the most money (total value of pizzas sold)?
Answers to such questions can help us select which pizza flavors to discontinue and promote more aggressively.
It could also assist us in determining staff bonuses.
There are even more difficult questions to respond to:
• What are the most popular pizzas in a given month or season?
• Which types of pizzas sell best in the morning and afternoon?
Pizza Pivots
Let us take each question one at a time and answer it.
Before we do that, there's one more term to learn about: Summation Values.
The values from our original table used to create the Pivot Table's resulting value are Summation Values.
For example, in a regular 52-card deck, we could utilize any property of the cards because we were merely
counting them. Counting the number of records is a simple procedure.
We might also count the number of distinct values. We might also calculate the sum, average, minimum,
maximum, and median... Almost everything is possible.
With a few exceptions, such as count, computations typically work on numeric fields.
How many pizzas were sold by whom?
The employee is the row label. The Summation Value can be anything, including the name of the pizza.
Employ
Pizzas Count
ee
Melissa 4
Sylvia 5
Juliette 4
We choose a limited number of records (i.e., receipts = pizzas sold) to simply grasp the examples. As a result, the
outcomes are unsurprising.
How many pizzas of which sort were sold?
Pizza is the Row Label. The Summation Value can be anything, including the name of the pizza.
Margherita 3
Quattro
4
Stagioni
Salami 3
Tuna 3
Who made the most money (based on the total value of pizzas sold)?
The employee is the row label. The Summation Value, the sum of the Total column, is now crucial. As you can see,
we supply the column name and the calculation type for summation (i.e., sum).
Juliette $25.53
Margherita $18.09
Quattro
$26.96
Stagioni
Salami $19.14
Tuna $20.73
Grand
$84.92
Total
We can now see that we sold $84.92 worth of pizzas for the limited quantity of receipts. Quattro Stagioni is the
pizza that brings in the most money.
Let's try it again using relative values (i.e., percentages).
Pizza % of Total
Margherita 21.30%
Quattro
31.75%
Stagioni
Salami 22.54%
Tuna 24.41%
Grand
100%
Total
Pivots for Advanced Pizza
You're becoming a pro! Congratulations!
Now we'll go into the more in-depth questions concerning our pizza receipts.
We humans have an inherent ability to operate with time. We can tell what year or month date is when we see it.
This isn't true of all software applications.
Some tools naturally grasp date and time (like Lumber: Visual and easy project and team management) and tools
that require assistance (like Microsoft Excel or Google Sheets).
If you have a tool that requires some assistance, simply create a new column with a function that extracts the
month from the Date column (for example, extract the month number 05 from 2019/05/26 01:17 PM). What
kind of pizzas is the most popular in a given month?
Pizza /
May June July
Month
Margherita 1 2 0
Quattro
1 1 2
Stagioni
Salami 1 1 1
Tuna 1 1 1
We've set both the Row Label (Pizza) and the Column Labels this time (a month from the Date and Time column).
What type of pizzas are sold better in the morning and the afternoon?
Pizza / Time 1PM 2PM 3PM
Margherita 1 1 1
Quattro
1 1 2
Stagioni
Salami 0 2 1
Tuna 0 1 2
We only have afternoon sales data, but we can track sales by an hour of the day.
We'll add another layer of Row Labels for the most complicated example. Let's take a look at who sold the most
pizzas each month.
The employee is the first-row label, Pizza is the second-row label, Month (from the Date and Time column) is the
Column Label, and the Summation Values are counts.
M Jun Ju
Employee Pizza / Month ay e ly
Margherita 1 0 0
Quattro Stagioni 0 0 0
Melissa
Salami 0 1 0
Tuna 1 0 1
Margherita 0 1 0
Quattro Stagioni 1 0 2
Sylvia
Salami 0 0 0
Tuna 0 1 0
Juliette Margherita 0 1 0
Quattro Stagioni 0 1 0
Salami 1 0 1
Tuna 0 0 0
We can't tell anything from the result because of our sparse data collection. Maybe one last item we didn't check is
there somebody specializing in selling a certain pizza?
How would you use a Pivot Table to address such a question?
Let's use Employees as the Row Label and Pizza as the Column Label to see what we can come up with.
Employee / Pizza Margherita Quattro Stagioni Salami Tuna
Melissa 1 0 1 2
Sylvia 1 3 0 1
Juliette 1 1 2 0
Sylvia is unquestionably our Quattro Stagioni guru!
However, we might consider the value it provides to us.
Employee / Pizza Margherita Quattro Stagioni Salami Tuna Grand Total
Quattro Grand
Employee / Pizza Tuna Salami Margherita
Stagioni Total
Sylvia $20.22 $6.91 0 $6.03 $33.16
Melissa 0 $13.82 $6.38 $6.03 $26.23
Quattro Stagioni 0 0 0
Salami 0 1 0
Tuna 1 0 1
Margherita 0 1 0
Quattro Stagioni 1 0 2
Salami 0 0 0
Sylvia Tuna 0 1 0
Margherita 0 1 0
Quattro Stagioni 0 1 0
Juliette
Salami 1 0 1
Tuna 0 0 0
In the case of multiple Row Labels, we can look at it as having multiple separate tables.
Juliette:
Ma Jun Jul
Pizza / Month
y e y
Margherita 0 1 0
Quattro Stagioni 0 1 0
Salami 1 0 1
Tuna 0 0 0
Sylvia:
Ma Jun Jul
Pizza / Month
y e y
Margherita 0 1 0
Quattro Stagioni 1 0 2
Salami 0 0 0
Tuna 0 1 0
Melissa:
Ma Jun Jul
Pizza / Month
y e y
Margherita 1 0 0
Quattro Stagioni 0 0 0
Salami 0 1 0
Tuna 1 0 1
The “inner” tables can be sorted in the same way as the “outer” tables. Furthermore, the overall order of those
tables can be sorted.
We can, for example, organize them by employee name.
Ma Jun Jul
Employee Pizza / Month
y e y
Margherita 0 1 0
Quattro Stagioni 0 1 0
Juliette
Salami 1 0 1
Tuna 0 0 0
Margherita 1 0 0
Quattro Stagioni 0 0 0
Melissa
Salami 0 1 0
Tuna 1 0 1
Margherita 0 1 0
Quattro Stagioni 1 0 2
Sylvia
Salami 0 0 0
Tuna 0 1 0
Employee, Pizza, and Month sort this Pivot Table.
Is there anything else (apart from the Employee name) that could affect the order of the dinner tables?
Yes, it is! To each dinner table, we'll add total counts.
Grand
Employee Pizza / Month May June July
Total
Margherita 0 1 0 1
Quattro Stagioni 0 1 0 1
Juliette
Salami 1 0 1 2
Tuna 0 0 0 0
TOTAL 1 2 1 4
Margherita 1 0 0 1
Quattro Stagioni 0 0 0 0
Melissa Salami 0 1 0 1
Tuna 1 0 1 2
TOTAL 2 1 1 4
Sylvia Margherita 0 1 0 1
Quattro Stagioni 1 0 2 3
Salami 0 0 0 0
Tuna 0 1 0 1
TOTAL 1 2 2 5
Grand Total 4 5 4 13
Except for keeping the order of the dinner tables (PIZZA name and MONTH), we have the following options
Apart from maintaining the order of the dinner tables (Pizza name and Month), we have the following alternatives
for sorting them:
• Name of the employee (as we already did mark in light blue)
• Total sales in May, June, or July (value from the Total row in each of the
dinner tables, marked in light yellow)
• Sales totals for each inner table (values from the Total rows and Grand Total
column, marked in light green) Of course, the same idea may be used in
several Column Labels.
Filtering
When it comes to Pivot Tables, the last piece of the puzzle that is sometimes overlooked is filtering.
Filtering removes some of the data rows (records) from the source table.
Only the values that may pass filters are kept in the resultant Pivot Table.
The filters usually compare values to a constant (for example, Receipt Total $6.50) or check for the value in a
range or a list.
Filtering works with the source data and just affects the input for the Pivot Table, which is a bit surprising. Filters
do not affect the Pivot Table.
This is how it works:
Filters -> Source table values that passed filters -> Source table rows -> Table Pivot
Pivot Tables can be seen in a variety of applications.
We've been speaking in broad terms so far, with no specific tool in mind. You can apply your new skills to any
program your firm uses, including Microsoft Office, Libre Office, Google Sheets, Open Office, and many others...
Let's take a look at how the Pivot Table settings look in the most popular tools, so you're comfortable with them
and can start using them right away!
We utilized the same pizza sales data as in prior examples for all of the tools.
Our goal is to build the sophisticated Pivot Table containing employee, pizza, and month-by-month pizza sales.
The employee is the first Row Label, Pizza is the second Row Label, the Month is the Column Label (from the
Date and Time column), and the Summation Values are counted.
What is a Pivot Table, and how do you make one?
To construct a Pivot Table in most tools, highlight the sheet region and choose a function (usually in the Data
menu). Take a look at an example using Microsoft Office as an example.
Ideas are a function in Microsoft Office that may suggest some simple Pivot Tables depending on the current sheet.
This is an excellent place to start.
Microsoft Office 365
We had to add an extra column with the month number because Excel doesn't know how to handle date and time
by default.
We will not go into depth on calculating the month number from a date because it is not a simple procedure.
Although the end product isn't really "appealing," it was enough to seek up the Pivot Table in the Ideas area and
add further fields.
Row Labels are placed under Rows, Column Labels are placed under Columns, and Summation Values are placed
under Values. Fields refer to the names of the columns.
Additional options, such as sorting, displaying data, and using grand totals, are available via context menus
adjacent to each field.
The user interfaces of the other Office versions are largely the same (if not the same).
Google Sheets
Due to Google Sheets' inability to parse dates natively.
The output, on the other hand, is a little nicer.
The terminology used in the settings is the same as in Microsoft Excel. Summation Values are Values, Row Labels
are Rows, Column Labels are Columns, and Row Labels are Columns.
Predefined themes, which can be switched with a press of a button and give the entire Pivot Table a new
appearance and feel, are a great feature of Google Sheets.
LibreOffice Calc
We had to construct a separate Month column because LibreOffice does not recognize the date and time field on its
own. This comes as no surprise.
The end outcome is unsatisfactory. It requires considerable manual adjusting to achieve a pleasing appearance.
The Pivot Table settings in LibreOffice are the most perplexing we've seen, and the vocabulary is different from
that of other tools.
LABELS ARE REFERRED TO AS COLUMN FIELDS; ROW LABELS ARE CALLED ROW FIELDS,
COLUMN AND SUMMATION VALUES ARE REFERRED TO AS DATA FIELDS.
MORE INDIVIDUAL FIELD SETTINGS ARE CONCEALED — DOUBLE-CLICKING ON INDIVIDUAL
FIELDS OPENS A NEW WINDOW WITH EVEN MORE OPTIONS.
APPLE NUMBERS
EVEN THOUGH APPLE NUMBERS IS A SPREADSHEET EDITOR, IT LACKS A PIVOT TABLE FEATURE.
ALTHOUGH THERE ARE WORKAROUNDS FOR SIMULATING SIMPLE PIVOT TABLES, THIS IS NOT A
FULL-FLEDGED TABLE CALCULATOR.
LUMBER
LUMEER IS THE ONLY TOOL THAT UNDERSTANDS DATE AND TIME BY DEFAULT. WE DIDN'T NEED
TO ADD A CUSTOM MONTH COLUMN FOR THE FIRST TIME.
EVERY TABLE IN LUMEER HAS ITS ICON AND COLOR, AND THE OUTPUT LOOK'N'FEEL TAKES
THIS INTO ACCOUNT.
Column Labels are Columns, Row Labels are Rows, and Summation Values are Values, according to conventional
terminology.
MS Office Google Libre Apple Lum
365 Sheets Office Numbers eer
6. Change the size of the legend and axis labels on your chart.
Depending on the style of graph or chart you choose, the size of your axis and legend labels may be a little small
when you initially create it in Excel (bar, pie, line, etc.) You'll want to thicken up those labels, so they're legible
once you've finished your chart.
To enlarge the labels on your graph, click on each one individually and, instead of opening a new Format window,
return to the Home tab in Excel's top navigation bar. Then, using the font type and size dropdown options, adjust
your chart's legend and axis labels to your desire.
7. If desired, change the Y-axis measurement choices.
To modify the type of measurement shown on the Y axis, open the Format Axis box by clicking on the Y-axis
percentages in your chart. You may adjust whether the Y-axis shows percentages to 2 decimal places or 0 decimal
places, as well as whether you want to display units from the Axis Options tab.
Because my graph's maximum percentage on the Y-axis is set to 60% by default, I might want to modify it to
100% to show my data on a universal scale manually. To do so, I can modify the amount from 0.6 to 1 by selecting
the Maximum option — two fields down under Bounds in the Format Axis window.
The resulting graph would be adjusted to appear like this (to show the difference, I adjusted the font size of the
Yaxis via the Home tab):
8. If necessary, rearrange your data.
To sort the data so that the respondents' responses display in reverse order, right-click on your graph and select
Data to bring up the same choices menu as in Step 3 above. This time, use the up and down arrows to reverse the
order of your data on the chart, as shown below.
You can also rearrange the data in ascending or descending order if you have more than two lines to alter. To do so,
select all of your data in the cells above your chart, then go to Data and Sort, as shown below. Depending on your
desire, you can sort from smallest to largest or largest to smallest.
Completing Calculations
MS Excel comes with several built-in functions and formulae that can
manipulate the data. Excel has about 450 features that are organized into
different categories. Financial, logical, text, date & time, math, and
trigonometry are some of the most popular functions in an excel function
library. We can utilize the necessary functions or formulae on any row,
column, or cell within the spreadsheet.
In addition to the existing functions, we can create our custom formulae
using programming skills or macros. As a result, we won't have to repeat
the full task. After creating the appropriate set of functions, we'll need to
assign values to them to receive the intended outcomes. It is one of the best
uses of MS Excel because it allows us to execute practically any type of
computation (addition, subtraction, multiplication, division, and so on).