Excel For - Data Analytics
Excel For - Data Analytics
DATA ANALYTICS
Prabhat Patel
INDEX
Sr. No. Excel For Data Analytics
01 IntroductiontoExcel
02 FeaturesofExcel
03 FeaturesinExcel
04 DataManipulationinExcel
05 DataVisualization
06 PivotTablesinExcel
07 DataAnalyticsToolinExcel
08 ExcelMacros
09 Shortcut&TipsinExcel
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INTRODUCTION TO EXCEL
Microsoft Excel is a powerful spreadsheet software
developed by Microsoft, part of the Microsoft Office suite
(now also available as part of Microsoft 365). It is used
for organizing, analyzing, and visualizing data in tabular
form. Excel allows users to create spreadsheets with
multiple worksheets, perform complex calculations,
generate charts and graphs, and automate tasks
through macros and formulas.
FEATURES OF EXCEL
1. Workbooks and Worksheets:
Excel organizes data in workbooks, which contain
multiple worksheets.
Each worksheet is made up of rows and columns
forming a grid where data is entered.
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4. Charts and Graphs:
Excel can generate various types of charts (e.g., bar, line,
pie charts) to visually represent data and trends, making
it easier to understand and present.
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FUNCTIONS IN EXCEL
In Excel, functions are predefined formulas that allow you
to perform various calculations and operations easily.
1. MATHEMATICAL FUNCTIONS
SUM: Adds up a range of cells.
Ex: =SUM(A1:A5)
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2.TEXT FUNCTIONS
CONCATENATE: Combines multiple text strings into one.
Ex: =CONCATENATE (A1, " ", B1)
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4. DATE & TIME FUNCTIONS
TODAY: Returns the current date. Only date is display.
Ex: - =TODAY()
MODE:
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7. FINANCIAL FUNCTIONS
PMT: Calculates the payment for a loan based on constant
payments and a constant interest rate.
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8. INFORMATION FUNCTIONS
ISBLANK: Checks whether a cell is empty.
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ISERROR: Checks for errors in a formula.
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DATA MANIPULATION IN EXCEL
Data manipulation in Excel involves various techniques
to organize, analyze, and transform data to make it
more usable and insightful.
It can include sorting, filtering, formatting, combining
data, and using formulas to transform and summarize
data.
1. SORTING DATA
Ascending or Descending Order: Sorting data helps
organize it in a meaningful order, either alphabetically or
numerically.
How to Sort:
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2. FILTERING DATA
AutoFilter: Filters data to display only the rows that meet
certain criteria.
How to Filter:
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3. USING CONDITIONAL FORMATTING
Highlighting Data: You can automatically apply different
formatting to data based on certain conditions.
How to Apply:
Select your data range.
Go to Home tab > Conditional Formatting.
Choose from options like Highlight Cell Rules, Data Bars,
Colour Scales, etc.
Example: Highlight cells that are greater than a certain
value or have duplicate values.
4. DATA VALIDATION
6. TEXT-TO-COLUMNS
Split Data: Split data in a column into multiple columns,
such as splitting a full name into first and last names.
How to Set:
Select the column.
Go to Data tab > Text to Columns.
Choose either Delimited (if there is a specific separator
likecommas or spaces) or Fixed width (split based on
specificpositions).
7. REMOVING DUPLICATES
Remove Duplicates: Clean up your data by removing
duplicate entries.
How to Remove:
Select your data range.
Go to Data tab > Remove Duplicates.
Choose which columns to check for duplicates.
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8. CONSOLIDATING DATA
Consolidate Data from Multiple Sheets: Combine data
from multiple ranges or sheets into one summary table.
How to Consolidate:
Go to Data tab > Consolidate.
Choose the function (e.g., sum, average) and the
ranges to
consolidate.
Using Formulas: You can also consolidate data manually
using formulas like SUMIF, VLOOKUP, INDEX, etc.
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DATA VISUALIZATION
Data visualization in Excel allows you to present data in a
graphical format, making it easier to understand patterns,
trends, and insights. Excel offers a wide range of visualization
tools, from simple charts to complex dashboards.
1.CHARTS IN EXCEL
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2. FORMATTING CHARTS
Once you’ve created a chart, you can customize it to make it
more informative and visually appealing:
Chart Title: Click on the chart title to edit it, providing a clear
description of what the chart represents.
Legend: Display a legend to help identify different data
series in the chart.
Axis Titles: Add axis titles to clarify what each axis
represents (e.g., Time, Revenue, etc.).
Data Labels: Display actual values on the chart to make the
data easier to interpret.
Right-click the data series > Add Data Labels.
Change Colors: Use different colors to distinguish between
categories or data series.
Right-click on a series > Format Data Series
> Fill.
How to Apply:
Select your range > Conditional Formatting > Data Bars.
Icon Sets: Display icons based on the value of the cell (e.g.,
traffic light icons for performance).
How to Apply:
Select your range > Conditional Formatting > Icon Sets..
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4. SPARKLINES
Sparklines are mini charts that fit within a single cell to give
a quick visual representation of data trends.
How to Create:
Select a cell where you want to add a sparklin.
Go to Insert > Sparklines (Line, Column, or Win/Loss).
Define the data range for the sparkline.
5. PIVOT CHARTS
Pivot charts are linked to pivot tables and can dynamically
update as you change the pivot table data. This is helpful
for interactive data analysis.
How to Create:
First, create a Pivot Table.
Then, go to the PivotTable Analyze or Analyze tab and
select PivotChart.
Choose the chart type and format it as needed.
6. COMBO CHARTS
Combo charts allow you to combine two or more chart
types into one (e.g., a column and line chart). This is useful
when comparing different data sets with varying scales.
How to Create:
Select your data.
Go to Insert > Combo Chart > Custom
Combination
Choose the chart types for each data series.
9. DASHBOARDS
Dashboards are comprehensive views of your data, often
combining multiple charts, pivot tables, and KPIs (Key
Performance Indicators) in one place.
How to Create a Dashboard:
Organize your data and create various charts and
tables on asingle worksheet.
Use Slicers and Timelines to add interactivity and allow
users to filter the data.
Slicers: Go to Insert > Slicer (for PivotTables or tables)
to filter data in your charts.
Timelines: Go to Insert > Timeline (for time-based
data) to filter data by date.
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PIVOT TABLES IN EXCEL
A Pivot Table in Excel is a powerful tool that allows you to
summarize, analyze, and present large amounts of data in a
more readable and meaningful format. It helps to group
data, calculate totals, averages, and much more, without
the need for complex formulas.
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You will see a list of fields (columns) from your original
data. Drag and drop these fields into the following
areas:
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2. HOW TO USE A PIVOT TABLE
Once the Pivot Table is created, you can interact with it to
analyze your data more effectively. Here are some key
features and actions you can take to use your Pivot Table:
1. Grouping Data
2. Sorting Data
Right-click on a row or column label in the Pivot Table and
choose Sort to sort the data in ascending or descending
order.
3. Filtering Data
You can apply filters to focus on specific subsets of data.
There are twoways to filter:
Using the Filter Area: Drag a field into the Filters area. For
example, you can drag Date or Product Category into
the Filters area to filter your Pivot Table by specific
dates or categories.
Using the Drop-down Menu: Click the drop-down arrow
next to row or column labels to filter the data.
entering
status options(e.g., "Pending,"
"Completed," "In Progress"):
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EXCEL MACROS
A macro is a series of commands or actions that you can
record and save in Excel. Instead of performing these tasks
manually each time, you can run the macro to perform
them automatically. Macros can range from simple tasks
like formatting a worksheet to more complex automation,
such as running calculations or generating reports.
Before you can create or run macros, you need to enable
them:
1. Go to the "File" tab and click on Options.
You can adjust your security settings for macros under File
> Options >Trust
Center > Trust Center Settings > Macro Settings.
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SHORTCUTS AND TIPS IN EXCEL
Excel offers a range of keyboard shortcuts and tips that can
greatly improve your productivity and efficiency when
working with spreadsheets. Whether you’re navigating
through large datasets, formatting cells, or performing
calculations, mastering these shortcuts can save you time
and effort. Here’s a comprehensive list of essential Excel
shortcuts and tips to boost your workflow:
1. Excel Navigation Shortcuts
Move between cells:
Arrow keys: Move one cell in the direction of the arrow.
Ctrl + Arrow key: Jump to the edge of the data region in
the direction of the arrow.
Home: Jump to the beginning of the current row.
Ctrl + Home: Jump to the top-left corner (A1) of the
worksheet.
Ctrl + End: Jump to the last used cell in the worksheet.
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2. Excel Selection Shortcuts
Fill data:
Ctrl + D: Fill the selected cell with the contents of the cell
above (down).
Ctrl + R: Fill the selected cell with the contents of the cell
to the left (right).
AutoFill:
Drag the fill handle: Use the small square at the
bottom-right corner of a cell to drag and auto-fill
values, dates, or patterns (e.g., days of the week,
numbers).
Ctrl + Shift + Arrow key: Select the whole range for
AutoFill, then press Ctrl + D or Ctrl + R.
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Insert current date and time:
Ctrl + ;: Insert the current date in the active cell.
Ctrl + Shift + ;: Insert the current time in the active cell.
4. Formatting Shortcuts
Bold, Italics, and Underline:
Ctrl + B: Apply or remove bold formatting.
Ctrl + I: Apply or remove italics.
Ctrl + U: Apply or remove underline.
Format as currency:
Ctrl + Shift + $: Apply currency formatting to the selected
cells.
Format as percentage:
Ctrl + Shift + %: Apply percentage formatting to the selected
cells.
Apply borders:
Ctrl + Alt + 0: Add borders to selected cells.
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5. Working with Formulas
Enter a formula:
=: Start a formula in a cell (you must press = first to enter a
formula).
Alt + =: AutoSum (automatically inserts the SUM formula for
the selected range).
Clear contents:
Delete: Clear the contents of the selected cell(s).
Alt + E, A, A: Clear all formatting (no data).
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Save the workbook:
Ctrl + S: Save the current workbook.
AutoFilter:
Ctrl + Shift + L: Apply or remove AutoFilters from the selected
data range. This is useful for quickly sorting or filtering data.
Zoom In/Out:
Ctrl + Scroll Wheel: Zoom in or out in the worksheet using the
mouse scroll wheel while holding the Ctrl key.
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Insert a hyperlink:
Ctrl + K: Insert a hyperlink in the selected cell.
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Kickstart Your
Data Analytics
Journey Today!
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