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Excel Session 03 - Learning Roadmap

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9 views

Excel Session 03 - Learning Roadmap

Uploaded by

AB
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Excel Session 03

Advanced-Data Analysis in Excel


This manual provides a hands-on approach to advanced data analysis techniques in
Excel, focusing on the IF function, Pivot Tables, and VLOOKUP function. Discover the
power of Pivot Tables for dynamic data summarization. Learn how to use VLOOKUP to
search for specific information in a table and retrieve corresponding data.

Part 1: Introduction to IF Function

• The IF Function: The IF function in Excel is a powerful logical function that


allows users to perform different calculations based on a specified condition. It
evaluates a given condition and returns one value if the condition is True and
another if it is false. This function is valuable for creating dynamic and
conditional formulas, enhancing the flexibility of data analysis.

Part 2: Introduction to Pivot Tables

● What are Pivot Tables?

○ Pivot Tables are one of Excel’s most powerful features for summarizing,
analyzing, exploring, and presenting data. They allow users to transform
columns of data into a more readable and understandable format, often
without formulas.

● Creating Your First Pivot Table:

○ Creating a pivot table involves selecting a range of data and choosing


how to 'pivot' or rearrange this data. It typically involves specifying rows,
columns, values, and filters to display the data in a summarized and
organized manner.

● Basic Pivot Table Operations:

○ Basic operations in pivot tables include sorting, filtering, and arranging


fields. This enables users to explore different aspects of the data, highlight
key information and conduct a variety of summary calculations like sums
and averages.
● Pivot Table Layout and Design:

○ The layout and design of a pivot table can greatly affect its readability and
impact. Excel offers various options to customize the appearance, such as
adjusting field arrangements, applying styles, and formatting values for
clearer presentation.

Part 3: Introduction to VLOOKUP

● Overview:

○ VLOOKUP (Vertical Lookup) is a powerful function in Excel designed to


search for specific information within a table and retrieve corresponding
data. This function plays a crucial role in data analysis, providing efficient
ways to match and retrieve values based on specified criteria.

● What is VLOOKUP?

○ VLOOKUP is a fundamental function designed for vertical lookup. It


searches for a specified value in the first column of a table and returns a
corresponding value from the same row in another column.

● Importance:

○ The importance of VLOOKUP in Excel lies in its ability to accurately


retrieve specific information from large datasets. This function streamlines
the data analysis process by eliminating the need for manual search
efforts. VLOOKUP excels in vertical data lookup. In scenarios where quick
and precise data retrieval is crucial for decision-making, lookup functions
become essential tools, enabling users to efficiently navigate and extract
relevant information from complex datasets.

Learning Outcome:

● Learn how to use Pivot Tables effectively to analyze and visualize dynamic data.
● Master the VLOOKUP function to retrieve specific information from large
datasets.
● Acquire the skills to handle complex data scenarios and make more informed
decisions.
Resources
Readings:

- IF function - Microsoft Support

- Overview of PivotTables and PivotCharts - Microsoft Support.

- What is a Pivot Table? Definition from WhatIs.com

- What is a Pivot Table and how to create it: the complete guide for 2022 (from
beginners to advanced with real-world examples)

- VLOOKUP function - Microsoft Support

Videos:

- IF Function in Excel Tutorial


- Excel Pivot Tables EXPLAINED in 10 Minutes (Productivity tips included!)
- Excel For HR: How to Use Pivot Tables [2023]
- Excel Vlookup Tutorial - Everything You Need To Know
- Video: VLOOKUP - When and how to use it - Microsoft Support

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