Scribd
Upload
58 views

Excel Unit 3 Advanced Filter and Conditional Formatting (Autosaved)

This document discusses advanced filtering and conditional formatting in Excel. It provides steps to use advanced filtering to extract data that matches criteria into another location. It also explains how conditional formatting can highlight cells based on certain conditions to draw attention to important data and help analyze trends. An example is given that uses cell colors and icons to flag product categories and costs. The document emphasizes that dashboards simplify complex data by transforming it into visual charts and tables for easy understanding. Outlining the dashboard structure and dividing the workbook into data, calculations and dashboard sheets is recommended.

Uploaded by

Kyan Veera
Copyright
© © All Rights Reserved
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
58 views

Excel Unit 3 Advanced Filter and Conditional Formatting (Autosaved)

This document discusses advanced filtering and conditional formatting in Excel. It provides steps to use advanced filtering to extract data that matches criteria into another location. It also explains how conditional formatting can highlight cells based on certain conditions to draw attention to important data and help analyze trends. An example is given that uses cell colors and icons to flag product categories and costs. The document emphasizes that dashboards simplify complex data by transforming it into visual charts and tables for easy understanding. Outlining the dashboard structure and dividing the workbook into data, calculations and dashboard sheets is recommended.

Uploaded by

Kyan Veera
Copyright
© © All Rights Reserved
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 14

Advanced Filter and

Conditional Formatting
Dr. Mamta Santosh Nair
Advanced Filter
• Here are some differences between the regular filter and Advanced
filter: While the regular data filter will filter the existing dataset, you can
use Excel advanced filter to extract the data set to some other location
as well. Excel Advanced Filter allows you to use complex criteria.
• The Advanced command works differently from the Filter command in
several important ways.
• It displays the Advanced Filter dialog box instead of the AutoFilter menu.
• You type the advanced criteria in a separate criteria range on the
worksheet and above the range of cells or table that you want to filter.
Microsoft Office Excel uses the separate criteria range in the Advanced
Filter dialog box as the source for the advanced criteria.
Steps
• To filter the list range by hiding rows that don't match your
criteria, click Filter the list, in-place.
• To filter the list range by copying rows that match your criteria
to another area of the worksheet, click Copy to another
location, click in the Copy to box, and then click the upper-left
corner of the area where you want to paste the rows.
• In the Criteria range box, enter the reference for the criteria
range, including the criteria labels. To move the Advanced
Filter dialog box out of the way temporarily while you select the
criteria range, click Collapse Dialog        .
Example
Data Criteria

Type Salesperson Sales Type Salesperson Sales


="=Davolio"
Type Salesperson Sales ="=Buchanan"
Beverages Suyama $5122
Meat Davolio $450
produce Buchanan $6328
Produce Davolio $6544

Result
Type Salesperson Sales
Meat Davolio $450
produce Buchanan $6,328
Produce Davolio $6,544
Conditional Formatting
• Formatting Based on condition
• Gives more impact for significant data
• Catches attention and helps to make decisions
Cont..
• Use conditional formatting to help you visually explore and analyze
data, detect critical issues, and identify patterns and trends.
• Conditional formatting makes it easy to highlight interesting cells or
ranges of cells, emphasize unusual values, and visualize data by using
data bars, color scales, and icon sets that correspond to specific
variations in the data.
• A conditional format changes the appearance of cells on the basis of
conditions that you specify. If the conditions are true, the cell range is
formatted; if the conditions are false, the cell range is not formatted.
There are many built-in conditions, and you can also create your own
(including by using a formula that evaluates to True or False).
Conditional formatting that
uses cell background
colors to highlight different
product categories, a 3-
arrow icon set to show cost
trends (up, level, down),
and data bars to show
differences between
product mark-ups.
Usage and Example
• Conditional formatting allows you to automatically apply formatting
—such as colors, icons, and data bars—to one or more cells based
on the cell value. To do this, you'll need to create a conditional
formatting rule. For example, a conditional formatting rule might
be: If the value is less than $2000, color the cell red. By applying
this rule, you'd be able to quickly see which cells contain values less
than $2000.
Steps
• To create a conditional formatting rule:
• In our example, we have a worksheet containing sales data, and we'd like to see which salespeople are meeting their monthly sales
goals. The sales goal is $4000 per month, so we'll create a conditional formatting rule for any cells containing a value higher than 4000.
1.Select the desired cells for the conditional formatting rule.

2.From the Home tab, click the Conditional Formatting command. A drop-down menu will appear.


3.Hover the mouse over the desired conditional formatting type, then select the desired rule from the menu that appears. In our example,
we want to highlight cells that are greater than $4000.
Steps
4. A dialog box will appear. Enter the desired value(s) into the blank
field. In our example, we'll enter 4000 as our value.
5.Select a formatting style from the drop-down menu. In our example,
we'll choose Green Fill with Dark Green Text, then click OK.
Dashboard
• Dashboard is a visual representation of data.
• Raw data can be hard to look at. Sure, the need-to-know digits are there.
But, all of those rows and columns are often impossible to process and
understand.
• This is where dashboards come into play. They turn data into information
(yes, those are two different things!) by creating different charts, tables,
and other visual elements that give you a high-level overview of that data.
• A dashboard simplifies that otherwise complex data you have in your
spreadsheet and transforms it into something visual that’s far easier for
you to grasp and, thus, utilize.
• Needless to say, dashboards have a wide array of uses—from budgeting
or project management to marketing or sales reporting.
Steps
• Outlining the Structure of the Dashboard
• Once you have the data in Excel, you will know exactly what you can and can not
use in your Excel dashboard.
• At this stage, it’s a good idea to circle back with your stakeholders with an outline of
the Excel dashboard.
• As a best practice, divide your Excel workbook into three parts (these are the
worksheets that I create with the same name):
• Data – This could be one or more than one worksheet that contain the raw data.
• Calculations – This is where you do all the calculations. Again, you may have one or
more than one sheet for calculations.
• Dashboard – This is the sheet that has the dashboard. In most of the cases, it is a
single page view that shows analysis/insights backed by data.
Example Dashboard

You might also like