BSYS - Final Notes
BSYS - Final Notes
• Grouping Worksheets:
o Hold Ctrl and click multiple sheet tabs.
o Actions performed on one sheet apply to all grouped sheets.
• 3-D Reference Formula Example:
=SUM(Sheet1:Sheet3!B2)
Goal: Apply the same formatting, formula, or data entry to multiple sheets at once.
Steps:
1. Open your Excel file with multiple sheets (e.g., Sheet1, Sheet2, Sheet3).
2. Hold Ctrl on your keyboard.
3. Click each sheet tab (at the bottom) you want to group.
o You’ll see the tabs appear white, and “Group” will appear in the title bar.
4. Now, type or format something on one sheet — it will apply to all grouped sheets.
Goal: Use one formula to refer to the same cell across multiple sheets.
Example Setup:
• Let’s say:
o Sheet1 has a value in cell B2 = 10
o Sheet2 B2 = 20
o Sheet3 B2 = 30
Notes:
• 3-D references work with functions like SUM, AVERAGE, MAX, MIN, etc.
• Sheets must be next to each other in the workbook for Sheet1:Sheet3 to work
correctly.
• You can still group sheets and use 3-D references together for efficient updates and
calculations.
Pivot Tables
• Steps:
1. Select your data.
2. Go to Insert → PivotTable.
3. Drag fields into Rows, Columns, Values, and Filters.
• Tips:
o Use Value Field Settings to summarize data (Sum, Average, Count, etc.).
o Filter using slicers.
You can also rename the custom field here (e.g., “Total Sales”).
• Steps:
1. Select cell(s).
2. Go to Data → Data Validation.
• Types:
o Whole Number, Decimal, List, Date, etc.
• Input Message Tab:
o Message shown when cell is selected.
• Error Alert Tab:
o Show alert on invalid input (Stop, Warning, Information).
Steps:
Steps:
Result: When the user clicks the cell, the message pops up as a tooltip.
Steps:
Example:
Goal: Combine multiple tables for use in a single Pivot Table (without VLOOKUP).
Steps:
Repeat this for each table you want to include in the data model.
Steps:
• Now you can use fields from multiple related tables in one Pivot Table.
• Drag fields from both tables into Rows, Values, Columns, etc.
Example:
Now, you can analyze Order Amounts by Customer Name even though they’re in separate
tables.
• Steps:
1. Go to Data → Get & Transform Data.
2. Import data from Excel, CSV, web, etc.
3. Use Power Query Editor to clean and transform:
▪ Remove columns
▪ Split columns
▪ Filter rows
▪ Change data types
Example: To import a CSV file, click From Text/CSV → select your file → click Import.
Remove Columns
Split Columns
• Select the column → Go to Home or Transform tab.
• Choose Split Column (e.g., by delimiter like comma or space).
Filter Rows
• Once finished, click Close & Load from the Home tab.
• Choose:
o Close & Load → load into a new worksheet.
o Close & Load To… → load to Pivot Table, Data Model, or Connection only.
TotalSales: = SUM(Sales[Amount])
To create KPIs:
Example: DSUM
Region
West
• Steps:
1. Set up a criteria range (same headers, criteria below).
2. Go to Data → Advanced (in the Sort & Filter group).
3. Choose:
▪ Filter in-place
▪ Copy to another location
4. Define:
▪ List Range (your data)
▪ Criteria Range
▪ Copy to (if output range)
Steps:
Example:
To filter rows where Region = West, write:
Region
West
• Choose one:
o Filter the list, in-place (filters within the original data)
o Copy to another location (outputs filtered data elsewhere)
4. Define Ranges
5. Click OK
• Excel will filter based on your criteria and show the results either:
o In the original table (in-place), or
o In a new range (copied).
Example:
Data Table:
Region Sales
West 500
East 300
Criteria Range:
Region
West