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EXCEL
EXCEL- Reading Data

Reading Data into Excel using various format

Regular Excel Format(.xlsx,.xls)
Text Format(.txt)
EXCEL- Predefined functions

ROUND(): returns a number rounded to a specified number of digits

SQRT(): returns square root of a number
MIN()/MAX(): returns the smallest/largest numeric value in a range of
values
SUM(): returns the sum of a range of values
AVERAGE(): returns the average or mean value of a range of values
MEDIAN(): returns the median value of a range of values
RANK(): used to find the rank of a number in a list of numbers
LEFT()/RIGHT(): extracts a given number of characters from the left
side/right side of a supplied text string
LEN(): used to find the length of a text string
EXCEL- Advanced Functions
DateTime
DATE(): creates a valid date from individual year,
month, and day components
EOMONTH(): Returns the serial number for the
DATE() WEEKDAY()
last day of the month that is the indicated
number of months before or after start date
NETWORKDAYS(): calculates the number of
workdays between two dates in Excel EOMONTH() NETWORKDAYS()
WEEKDAY(): returns a number between 1-7
representing the day of week.
Database Functions
DAVERAGE(): calculates an average for
values in an Excel list
DAVERAGE() DCOUNT()
DCOUNT(): counts matching records in
a database using criteria and an optional
field
Database
DGET(): extracts a single value from a functions

column of a list or database that

matches specified conditions
DGET() DPRODUCT()
DPRODUCT(): returns the product of
values from a set of records that match
criteria
EXCEL- Advanced Functions

Text Functions
FIND(): returns the location of a substring in a string
REPLACE(): replaces characters specified by location in a FIND() REPLACE()
given text string with another text string
SUBSTITUTE(): replaces text in a given string by matching
MID(): extracts a given number of characters from the
middle of a supplied text string SUBSTITUTE() MID()

SEARCH(): used to find the position of a character inside a

text string
CONCAT(): used to join two or more text strings into one SEARCH() CONCATENATE()
string
EXCEL- Advanced Functions
Mathematical Functions
PRODUCT(): returns the product of numbers provided as arguments
PRODUCT() MOD()
=PRODUCT (number1, [number2], ...)
MOD(): returns the remainder of two numbers after division
=MOD (number, divisor)
SQRT() FACT()
SQRT(): returns the square root of a positive number
=SQRT (number)
FACT(): returns the factorial of a given number
ROUNDUP()/ROUNDDOWN(): round the number upward/downward to the ROUNDUP() ROUNDDOWN()
specified number of digits
=ROUNDUP (number, num_digits)
SUMIFS(): adds all of its arguments that meet multiple criteria
SUMIFS()
=SUMIFS (sum_range, range1, criteria1, [range2], [criteria2], ...)
EXCEL- Advanced Functions
Lookup Functions
HLOOKUP and VLOOKUP are functions in Microsoft Excel that allow you to use a section of
your spreadsheet as a lookup table.

When the VLOOKUP function is called, Excel searches for a lookup value in the leftmost

column of a section of your spreadsheet called the table array. The function returns another

value in the same row, defined by the column index number.

HLOOKUP is similar to VLOOKUP, but searches a row instead of a column, and the result is

offset by a row index number. The V in VLOOKUP stands for vertical search (in a single

column), while the H in HLOOKUP stands for horizontal search (within a single row).
EXCEL- Advanced Functions
Lookup Functions
HLOOKUP(): makes Excel search for a certain value in a row (the so called 'table
array’)
• HLOOKUP()
=HLOOKUP("Axles", A1:C4, 2, TRUE) 1
Looks up "Axles" in row 1, and returns the value from row 2 that's in the same
column (column A) • VLOOKUP()
2
Result: 4
VLOOKUP(): =VLOOKUP(What you want to look up, where you want to look for it, • MATCH()
the column number in the range containing the value to return, Approximate or
3
Exact match – indicated as 1/TRUE, or 0/FALSE)
• INDEX()
MATCH(): used to locate the position of a lookup value in a row, column, or table 4
=MATCH (lookup_value, lookup_array, [match_type])
INDEX(): returns the value at a given location in a range or array
=INDEX (array, row_num, [col_num], [area_num])
EXCEL- Advanced Functions
Logical and Error Functions
AND: used to require more than one condition at the same time
OR: a logical function to test multiple conditions at the same time AND
NOT: The function helps check if one value is not equal to another
ISERROR: returns TRUE for any error type excel generates, including #N/A,
OR
#VALUE!, #REF!, #DIV/0!, #NUM!, #NAME?, or #NULL ISERROR
ISNUMBER: The function checks if a cell in Excel contains a number or not. It
will return TRUE if the value is a number and if not, a FALSE value ISNUMBER
ISBLANK: returns TRUE when a cell contains is empty, and FALSE when a cell
ISBLANK
is not empty
IF: Test for a specific condition. =IF (logical_test, [value_if_true], [value_if_false]) IF
IFERROR: returns a custom result when a formula generates an error, and a
IFERROR
standard result when no error is detected
EXCEL- Advanced Functions
Statistical Functions
COUNT(): to get the number of entries in a number
field that is in a range or array of numbers
COUNTA(): returns the count of cells that contain COUNT() COUNTA()
numbers, text, logical values, error values, and
empty text (""). COUNTA does not count empty
cells
COUNTBLANK(): returns a count of empty cells in
a range COUNTBLANK() COUNTIFS()

COUNTIFS(): counts the number of cells in a range

that match one supplied criteria
Statistical Functions
MEAN: Get the average of a group of numbers.
Syntax = AVERAGE (number1, [number2], ...)
MEAN
MEDIAN(): Get the median of a group of
numbers. Syntax = AVERAGE (number1, MEDIAN()
[number2], ...)
MODE(): returns the most frequently occurring MODE()
number in a numeric data set.
CORREL: used to find out the correlation CORREL()

coefficient between two variables.

STDEV
CORREL(array1, array2)
STDEV: returns the statistical rank of a given
value within a supplied array of values
Formatting
Excel formatting is an optional step
Components of Format Cells
following data preparation, or all of the data Number
Alignment
cleansing, enriching, structuring, and
Font
standardizing that is required in order to Border
Fill
prepare data for analysis.
Protection
For example, adding $ to cells that contain
values pertaining to prices or configuring cells
that represent dates to a standard display of
xx/xx/xxxx
Formatting
Data Formatting
Formatting
Logical Functions Custom Formatting
Perform logical operations through logical Understand how to use Custom
functions. Shown in slide 12. Formatting to format number and date
values
Formatting
Statistical and Conditional Formatting
Mathematical Functions Illustrate the use of conditional formatting in

Understand various statistical functions. Excel

Shown in slide 10 and 13. Conditional formatting helps us

visualize data and make worksheets
easier to understand
It quickly highlights important
information in a spreadsheet by using
colors, icons, and data bars
It changes the appearance of one or
more cells when cell values meet
certain conditions
Formatting
Conditional Formatting
Charts in Excel

You’ll learn these things:

Inserting a Chart
Adjusting a Chart
Improving a Chart
Add series to a chart
Create Combination Charts

MS Excel
Excel Online
Google Sheets

All are in a way similar in nature

Analysing Data with Pivot Tables
Doing a proper analysis of the available data helps companies make critical business decisions. But
sometimes it’s difficult to understand where to start, especially when the data is huge
Analysing Data with Pivot Tables
How it works…
One can design a PivotTable by simply, dragging and dropping relevant information into the
appropriate boxes. This tool quickly pivots or reorganizes data allowing us to answer different
questions and even experiment with the data to discover new trends and patterns
Analysing Data with Pivot Tables
Filters
A PivotTable helps to extract the important information from a large, detailed dataset. Sometimes,
the focus is required on just a certain section of our data. Filters help us narrow down the data in the
PivotTable, extracting the required information
Analysing Data with Pivot Tables

Slicers
Another important tool of Excel, Slicers, makes
filtering data in PivotTables even easier. Slicers
contain a set of buttons which make filtering data in
PivotTables easier and quicker. We do not have to
open the drop-down lists to find the items we want to
filter. We can create slicers for any field and can filter
a Pivot Table by selecting the type of data we want.
Analysing Data with Pivot Tables
Grouping
It is often useful to group the fields in a
PivotTable by the header values.
Grouping data in a PivotTable allows
us to group the data for any field
added as a row or a column. Excel
can do this automatically for numeric
values (including dates and time).
Analysing Data with Pivot Tables
Custom Calculation
Sometimes, there is a need to change the way the values are displayed in the PivotTable.
The value can be displayed in terms of a percentage instead of a total or an average of the values
instead of summing them
Analysing Data with Pivot Tables

Calculated Field and Calculated Item

Once we have created a PivotTable, we can add calculated fields and calculated items in it
Calculated fields help us enhance the results by allowing us to write our own formulas. This
functionality helps to create a new field in the table that performs the calculations based on other
pivot fields. Let us understand how to use these fields with the help of an example..
We can also add one or more calculated items in a PivotTable field apart from the existing items.
Calculated items are used to perform calculations between items within the fields
Analysing Data with Pivot Tables
Calculated Field and Calculated Item
Dashboarding
Create and format different types of charts such as Thermometer and Pareto Charts
Importance of interactive charts
Form Controls such as Combo box, Check box, and Radio buttons

An appropriately designed dashboard can:

Quicken decision-making processes
Provide better coordination for your
organization’s efforts
Record the performance outcome
Dashboarding

Using dashboards, the data visualization tool of Excel, it is easy to create the
detailed analysis reports.
These dashboard reports will provide insights and alert us in case of negative trends
or projections for Profit/Sales in specific regions which can then be used to develop
future strategy.
Dashboards are highly effective in validating the effectiveness of the matrices
captured over time and bringing out the leading trends.
Dashboards help consolidate and organize these metrics through a summary.
Dashboarding
Thanks