The document provides a step-by-step guide on optimizing data in MS Office 2016, focusing on sorting and filtering techniques. It includes instructions for creating custom sorts, applying filters, and using the Subtotal command to organize data effectively. The guide is structured with examples to illustrate each process clearly.
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Optimizing Data
The document provides a step-by-step guide on optimizing data in MS Office 2016, focusing on sorting and filtering techniques. It includes instructions for creating custom sorts, applying filters, and using the Subtotal command to organize data effectively. The guide is structured with examples to illustrate each process clearly.
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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MS OFFICE 2016
OPTIMIZING DATA
Taqee Ahmed Ansari
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• Select a cell in the column you want to sort by. For example, we'll select cell C2.
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• Select the cell range you want to sort. For example, we'll select cell range G2:H6.
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• Decide the sorting order (either ascending or descending). In our example, we'll use Largest to Smallest. • Once you're satisfied with your selection, click OK.
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• The Custom Lists dialog box will appear. Select NEW LIST from the Custom Lists: box. • Type the items in the desired custom order in the List entries: box. For example, we want to sort our data by T-shirt size from smallest to largest, so we'll type Small, Medium, Large, and X-Large, pressing Enter on the keyboard after each item.
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• The Sort dialog box will appear. Select the first column you want to sort by. In this example, we will sort by T-Shirt Size (column D) with the custom list we previously created for the Order field. • Click Add Level to add another column to sort by.
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• A drop-down arrow will appear in the header cell for each column.
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• The Filter menu will appear. • Uncheck the box next to Select All to quickly deselect all data.
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• Click the drop-down arrow for the column you want to filter. In this example, we will add a filter to column D to view information by date.
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• The Filter menu will appear. • Check or uncheck the boxes depending on the data you want to filter, then click OK. In our example, we'll uncheck everything except for August.
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• Click the drop-down arrow for the filter you want to clear. For example, we'll clear the filter in column D.
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• The Filter menu will appear. • Choose Clear Filter From [COLUMN NAME] from the Filter menu. For example, we'll select Clear Filter From "Checked Out".
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• Select the Data tab, then click the Filter command. A drop-down arrow will appear in the header cell for each column. Note: If you've already added filters to your worksheet, you can skip this step.
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• Select the Data tab, then click the Filter command. A drop-down arrow will appear in the header cell for each column. Note: If you've already added filters to your worksheet, you can skip this step. • Click the drop-down arrow for the column you want to filter. For example, we'll filter column C.
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• Select the Data tab on the Ribbon, then click the Filter command. A drop-down arrow will appear in the header cell for each column. Note: If you've already added filters to your worksheet, you can skip this step. • Click the drop-down arrow for the column you want to filter. For example, we'll filter column A to view only a certain range of ID numbers.
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• Select the Data tab, then click the Filter command. A drop- down arrow will appear in the header cell for each column. Note: If you've already added filters to your worksheet, you can skip this step. • Click the drop-down arrow for the column you want to filter. For example, we'll filter column D to view only a certain range of dates.
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Taqee Ahmed Ansari • To hide a group, click the minus sign, also known as the Hide Detail button.
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• The Subtotal dialog box will appear. Click the drop-down arrow for the At each change in: field to select the column you want to subtotal. For example, we'll select T-Shirt Size. • Click the drop-down arrow for the Use function: field to select the function you want to use. For example, we'll select COUNT to count the number of shirts ordered in each size.
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• Click the lowest level to display the least detail. For example, we'll select level 1, which contains only the grand count, or total number of T-shirts ordered.
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Taqee Ahmed Ansari • Select the Data tab, then click the Subtotal command.
• • All worksheet data will be ungrouped, and the subtotals will be removed.
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Taqee Ahmed Ansari 1. Open our practice workbook. 2. Click the Challenge tab in the bottom-left of the workbook. 3. For the main table, create a custom sort that sorts by Grade from Smallest to Largest and then by Camper Name from A to Z. 4. Create a sort for the Additional Information section. Sort by Counselor (Column H) from A to Z. 5. When you're finished, your workbook should look like this:
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1. Open our practice workbook. 2. Click the Challenge tab in the bottom-left of the workbook. 3. Apply a filter to show only Electronics and Instruments. 4. Use the Search feature to filter item descriptions that contain the word Sansei. After you do this, you should have six entries showing. 5. Clear the Item Description filter. 6. Using a number filter, show loan amounts greater than or equal to $100. 7. Filter to show only items that have deadlines in 2016.
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Taqee Ahmed Ansari 1. Open our practice workbook. 2. Click on the Challenge tab in the bottom-left of the workbook. 3. Sort the workbook by Grade from smallest to largest. 4. Use the Subtotal command to group at each change in Grade. Use the SUM function and add subtotals to Amount Raised. 5. Select Level 2 so that you only see the subtotals and grand total. 6. When you're finished, your workbook should look like this: