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Excel Basic Concepts

The document outlines basic Excel concepts including VLOOKUP, Pivot Tables, and Conditional Formatting. VLOOKUP is used to find values in a table, Pivot Tables summarize large datasets, and Conditional Formatting visually highlights data based on rules. Each concept includes common use cases and step-by-step practice tasks to enhance understanding.

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6 views3 pages

Excel Basic Concepts

The document outlines basic Excel concepts including VLOOKUP, Pivot Tables, and Conditional Formatting. VLOOKUP is used to find values in a table, Pivot Tables summarize large datasets, and Conditional Formatting visually highlights data based on rules. Each concept includes common use cases and step-by-step practice tasks to enhance understanding.

Uploaded by

pariwem940
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Excel basic concepts

1. VLOOKUP (Vertical Lookup)

What it does:

VLOOKUP is used to search for a value in the first column of a table and return a value
from another column in the same row.

Common Use Cases:

• Find the salary of an employee by their ID


• Match employee names with performance ratings
• Retrieve department info from a master sheet

Practice with Excel File:

Example Task:

“Find the Monthly Salary of Employee ID 1015”

Steps:

1. Select a blank cell (e.g., H2)


2. Enter the formula:

=VLOOKUP(1015, A2:G501, 6, FALSE)

3. This looks for Employee ID 1015 in column A and returns the 6th column
(MonthlySalary)

Pro Tip: You can replace 1015 with a cell reference like H1 to make it dynamic.

2. Pivot Tables

What it does:

Pivot Tables help you summarize large data sets by dragging and dropping fields — great for
analyzing patterns, trends, or totals without writing formulas.

Common Use Cases:


• Total salary per department
• Count of employees in each region
• Average salary by performance rating

Practice with Excel File:

Example Task:

“Summarize total and average salary per Department”

Steps:

1. Select any cell in the dataset


2. Go to Insert > Pivot Table
3. In the PivotTable field pane:
o Drag Department to Rows
o Drag MonthlySalary to Values (twice)
o Change one to Sum, and the other to Average
4. You’ll now see the total and average salary by department

Explore Further:

• Drag Region to Columns to break it down by Region


• Use PerformanceRating in Rows to evaluate staff quality

3. Conditional Formatting

What it does:

Conditional Formatting visually highlights cells based on rules — colors, icons, or data bars
make your data easier to scan and interpret.

Common Use Cases:

• Highlight high salaries


• Flag poor performers
• Use color scales to show performance trends

Practice with Excel File:

Example Task 1:

“Highlight salaries above ₹80,000 in green”


Steps:

1. Select MonthlySalary column (Column F)


2. Go to Home > Conditional Formatting > Highlight Cell Rules > Greater Than
3. Enter 80000, choose green fill

Example Task 2:

“Color-code Performance Ratings”

Steps:

1. Select PerformanceRating column (Column G)


2. Go to Conditional Formatting > New Rule > Format only cells that contain
3. Set rules like:
o Text = "Excellent" → Green
o Text = "Below Average" → Red

Summary Table
Feature What It Does How to Practice in the File
Look up a value from another Find salary or department by
VLOOKUP
column EmployeeID
Summarize and analyze large
Pivot Table Group salary by department or region
datasets
Conditional Highlight top salaries or flag poor
Visualize patterns using color
Formatting performance

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