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Basic Data Analysis with Excel - Notes

The document provides an overview of basic data analysis techniques using Excel, covering topics such as text and date functions, table design, advanced formulas, and data retrieval methods. It includes specific formulas and examples for functions like CONCATENATE, VLOOKUP, and SUMIFS, as well as tools like PivotTables and conditional formatting. Mastering these skills will enhance your ability to analyze data and make informed decisions.

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Harsh Shukla
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Download as PDF, TXT or read online on Scribd
8 views

Basic Data Analysis with Excel - Notes

The document provides an overview of basic data analysis techniques using Excel, covering topics such as text and date functions, table design, advanced formulas, and data retrieval methods. It includes specific formulas and examples for functions like CONCATENATE, VLOOKUP, and SUMIFS, as well as tools like PivotTables and conditional formatting. Mastering these skills will enhance your ability to analyze data and make informed decisions.

Uploaded by

Harsh Shukla
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Basic Data Analysis Using Excel

Topics Covered:

● Text Functions
● Date and Time Functions
● Table Design and Formatting
● Advanced Formulas and Functions
● PivotTables and PivotCharts
● VLOOKUP, HLOOKUP, XLOOKUP
● Conditional Formatting

Text Functions

● CONCATENATE: Merges text strings from different cells.


● Formula: =CONCATENATE(text1, text2, ...)
● Example: =CONCATENATE(A1, " ", B1)
● LEFT: Extracts a specified number of characters from the left side
of a text string.
● Formula: =LEFT(text, [num_chars])
● Example: =LEFT(A1, 5)
● RIGHT: Extracts a specified number of characters from the right
side of a text string.
● Formula: =RIGHT(text, [num_chars])
● Example: =RIGHT(A1, 3)

Date and Time Functions

● DATE: Creates a date value using the provided year, month, and
day.
● Formula: =DATE(year, month, day)
● Example: =DATE(2024, 3, 6)
● TIME: Creates a time value using the provided hour, minute, and
second.
● Formula: =TIME(hour, minute, second)
● Example: =TIME(13, 30, 0)
● DATEDIF: Calculates the difference between two dates in various
units.
● Formula: =DATEDIF(start_date, end_date, unit)
● Example: =DATEDIF(A1, B1, "d")

Table Design and Formatting

● Utilize Excel's built-in Table Design features to enhance the


readability and usability of your data tables.

Advanced Formulas and Functions

● SUMIFS: Sums values based on multiple criteria.


● Formula: =SUMIFS(sum_range, criteria_range1, criteria1, ...)
● Example: =SUMIFS(C2:C10, A2:A10, ">=10", B2:B10, "<20")
● INDEX-MATCH: Searches for a value in a range and returns a
value in the same position.
● Formula: =INDEX(array, MATCH(lookup_value, lookup_array,
[match_type]), [column_number])
● Example: =INDEX(B2:B10, MATCH(A2, A2:A10, 0))
● COUNTIFS: Counts cells based on multiple criteria.
● Formula: =COUNTIFS(criteria_range1, criteria1, criteria_range2,
criteria2, ...)
● Example: =COUNTIFS(A2:A10, ">10", B2:B10, "<20")

Getting Data From Various Sources

● Use Excel's data import features like 'Get External Data' and
'Power Query' to retrieve data from external sources.
PivotTables and PivotCharts

● Analyze and visualize large datasets effectively using Excel's


PivotTable and PivotChart functionalities.

VLOOKUP, HLOOKUP, XLOOKUP

● Perform efficient data lookup operations using Excel's lookup


functions.
● VLOOKUP Formula: =VLOOKUP(lookup_value, table_array,
col_index_num, [range_lookup])
● HLOOKUP Formula: =HLOOKUP(lookup_value, table_array,
row_index_num, [range_lookup])
● XLOOKUP Formula: =XLOOKUP(lookup_value, lookup_array,
return_array, [if_not_found], [match_mode], [search_mode])

Conditional Formatting

● Highlight important trends and patterns within datasets using


Excel's conditional formatting feature.

By mastering these concepts and techniques, you'll be equipped to perform


robust data analysis and make informed decisions using Excel.

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