ms excel advanced level · you can use the excel pivot table features to make a more complicated...

MS Excel Advanced Level Ramzan Rajani

MS Excel Advanced Level

Trainer : Ramzan Rajani


Contents

Conditional Formatting ....................................................................................................................................... 1

Remove Duplicates .............................................................................................................................................. 4

Sorting ................................................................................................................................................................. 5

Filtering ................................................................................................................................................................ 6

Charts →Column ................................................................................................................................................. 7

Charts → Line .................................................................................................................................................... 10

Charts → Bar ..................................................................................................................................................... 10

Charts → Pie ...................................................................................................................................................... 11

Charts → Target Line ........................................................................................................................................ 12

Charts →Two Axis Chart (Secondary Axis) ........................................................................................................ 13

Pivot table .......................................................................................................................................................... 14

Example uses of Pivot Tables ................................................................................................................. 14

Excel Pivot Table Tutorial: How to create your first pivot table ........................................................ 15

Some useful tips on Excel Pivot Tables .................................................................................................. 17

Header & Footer ................................................................................................................................................ 18

Text to Column .................................................................................................................................................. 19

Data Validation – Creating drop down list ........................................................................................................ 21

Sub total ............................................................................................................................................................ 22

Importing Text & Access File ............................................................................................................................. 23

Inserting comments ........................................................................................................................................... 27

Protect Sheet ..................................................................................................................................................... 28

Protect Workbook ............................................................................................................................................. 29

Password while opening the file ....................................................................................................................... 30

Freeze / Unfreeze .............................................................................................................................................. 31

Sharing file ......................................................................................................................................................... 32

View multiple Excel workbooks ......................................................................................................................... 33

Recording & Running Macros (Non Programming) ........................................................................................... 34

Sparklines (2010 & above version only) ............................................................................................................ 36

Hyperlinking ....................................................................................................................................................... 37

Inserting dynamic table ..................................................................................................................................... 38

Paste Special ...................................................................................................................................................... 39


1 | P a g e

Conditional Formatting

By applying conditional formatting to your data, you can quickly identify variances in a range of values with a quick glance

• After selecting the data select one of the options to apply it to the selected cells.

A cascading menu will appear.

Data Bars: This is an interesting option that formats the selected cells with colored bars. The length of the data bar represents the value in the cell. The longer the bar, the higher the value.


2 | P a g e

Icon sets:

Highlight duplicate records


3 | P a g e

Clear conditional formatting effect

You can also highlight Top 10 & Bottom 10 sales with conditional formatting


4 | P a g e

Remove Duplicates

This example teaches you how to remove duplicates in Excel

1. Click any single cell inside the data set.

2. On the Data tab, click Remove Duplicates.

The following dialog box appears.

3. Leave all checkboxes checked and click OK.

Result. Excel removes all identical rows (blue) except for the first identical row found (yellow).


5 | P a g e

Sorting

When you sort information in a worksheet, you can see data the way you want and find values quickly. You can sort a range or table of data on one or more columns of data; for example, you can sort employees first by department and then by last name.

Sorting lists is a common spreadsheet task that allows you to easily reorder your data. The most common

type of sorting is alphabetical ordering, which you can do in ascending or descending order.

To Sort in Alphabetical Order:

• Select a cell in the column you want to sort (In this example, we choose a cell in column A).

• Click the Sort & Filter command in the Editing group on the Home tab.

• Select Sort A to Z. Now the information in the Category column is organized in alphabetical

order

OR

Remember all of the information and data is still here. It's just in a different order.

Shortcut of sorting: Alt D S


6 | P a g e

Filtering

By filtering information in a worksheet, you can find values quickly. You can filter on one or more columns of data. With filtering, you can control not only what you want to see, but what you want to exclude. You can filter based on choices you make from a list, or you can create specific filters to focus on exactly the data that you want to see.

This allows you to focus on specific spreadsheet entries.

To remove all filters, click the Filter command once again or press the below shortcut

Shortcut of filtering: Ctrl Shift L


7 | P a g e

Charts →Column

A chart is a tool you can use in Excel to communicate your data graphically. Charts allow your audience to more easily see the meaning behind the numbers in the spreadsheet, and make showing comparisons and trends a lot easier.

To Create a Chart:

• Select the cells that you want to chart, including the column titles and the row labels.

• Click the Insert tab.

• Hover over each Chart option in the Charts group to learn more about it.

• Select one of the Chart options. In this example, we use the Columns command.

• Select a type of chart from the list that appears. For this example, we use a 2-D Clustered

Column. The chart appears in the worksheet.

Identifying the Parts of a Chart


8 | P a g e

To Change the Chart Type:

• Select the Design tab.

• Click the Change Chart Type command. A dialog box appears.

• Select another chart type.

• Click OK.

To Change Chart Layout:


• Locate the Chart Layouts group.

• Click the Morearrow to view all your layout options.

• Left-click a layout to select it.


9 | P a g e

To Change Chart Style:


• Locate the Chart Style group.

• Click the Morearrow to view all your style options.

• Left-click a style to select it.

To Move the Chart to a Different Worksheet:


• Click the Move Chart command. A dialog box appears. The current location of the chart is

selected.

• Select the desired location for the chart (i.e., choose an existing worksheet, or select New Sheet

and name it).


10 | P a g e

Charts → Line

Data that is arranged in columns or rows on a worksheet can be plotted in a line chart. Line charts can display continuous data over time, set against a common scale, and are therefore ideal for showing trends in data at equal intervals.

Charts → Bar


11 | P a g e

Charts → Pie

Useful when you want to show the data in percentage %


12 | P a g e

Charts → Target Line

To show Actuals V/s Target


13 | P a g e

Charts →Two Axis Chart (Secondary Axis)

To show larger number on one Axis & smaller numbers on secondary axis

Steps :

1) After creating a 2D column chart

2) Select the Experience axis

3) Go to Layout tab of chart & click on Format Selection

4) Select Secondary Axis

5) Change Experience bar into Line chart


14 | P a g e

Pivot table

PivotTables are one of the most powerful Microsoft Excel tools available. It is used to summarize complex & huge database into summary form.

Pivot tables

Excel pivot tables are very useful and powerful feature of MS Excel. They can be used to

summarize, analyze, explore and present your data.

In plain English, it means, you can take the sales data with columns like salesman, region and

product-wise revenues and use pivot tables to quickly find out how products are performing in each

region.

In this tutorial, we will learn what is a pivot table and how to make a pivot table using excel.

Example uses of Pivot Tables

As I said before pivot tables are very powerful and useful. There are numerous uses of pivot tables

that we can talk about them until Christmas.

Here are some example uses of pivot tables:

• Summarizing data like finding the average sales for each region for each product from a

product sales data table.

• Listing unique values in any column of a table

• Creating a pivot report with sub-totals and custom formats

• Making a dynamic pivot chart

• Filtering, sorting, drilling-down data in the reports without writing one formula or macro.

• Transposing data – i.e. moving rows to columns or columns to rows. [learn more]

• Linking data sources outside excel and be able to make pivot reports out of such data.


15 | P a g e

Excel Pivot Table Tutorial: How to create your first pivot table

Let us make your first pivot table. We will use example data in the following format. Open the file

with the name → Excel-Pivot-tables-tutorial

Step 1: Select the data

Select the data range from which you want to make the pivot table.

Step 2: Go to Insert ribbon and click on new Pivot table option

To insert a new pivot table in to your spreadsheet, go to Insert ribbon and click

pivot table icon and select pivot table option.

Step 3: Select the target cell where you want to place the pivot table. For

starters, select New worksheet.

Excel will display a pivot table wizard where you can specify the pivot table

target location etc. Select “New worksheet” option and your pivot table will be placed in newly

created worksheet.

Step 4: Make your first pivot report

The pivot report UI is very intuitive and sandbox like. To make powerful analysis, all you have to do

is drag and drop fields in to the pivot table grid area. In excel 2007, you can also control this by

using the “Pivot table panel”.

The pivot report is divided in to header and body sections. You can drag and drop the fields you want

in each area. The body itself contains three parts. Rows, Columns and Cells. You can use any fields

in these areas too.

For the above sample data, I have set this criteria:


16 | P a g e

And the outcome is this pivot report.

It might be a bit difficult to understand how this works. But believe me, if you have seen any reports

or worked with any other reporting systems, then the idea of pivot tables, pivot reports and pivot

charts becomes quite simple to you.


17 | P a g e

You can use the excel pivot table features to make a more complicated pivot report like this in no

time.

Some useful tips on Excel Pivot Tables

• You can apply any formatting to the pivot tables. MS Excel has some very good pivot table

formats (and they are better in Excel 2007 and 2010).

• You can easily change the pivot table summary formulas. Right click on pivot table and

select “summarize data by” option.

• You can also apply conditional formatting on pivot tables although you may want to be a bit

careful as pivot tables scale in size depending on the data.

• Whenever the original data from which pivot tables are constructed, just right click on the

pivot table and select “Refresh Data” option.

• If you want to drill down on a particular summary value, just double click on it. Excel will

create a new sheet with the data corresponding to that pivot report value. (This is extremely

useful)

• Making a pivot chart from a pivot table is very simple. Just click on the pivot chart icon from

tool bar or Options ribbon area and follow the wizard.


18 | P a g e

Header & Footer

Headers and footers are lines of text that print at the top (header) and bottom (footer) of each page in the spreadsheet. They contain descriptive text such as titles, dates, and/or page numbers.

(1)

(2)

(3)


19 | P a g e

Text to Column

To separate the contents of one Excel cell into separate columns, you can use the 'Convert Text to Columns Wizard'. For example, when you want to separate a list of full names into last and first names

1. Select the range with full names

2. On the Data tab, click Text to Columns

The following dialog box appears.

3. Choose Delimited and click Next.


20 | P a g e

4. Clear all the checkboxes under Delimiters except for the Comma and Space checkbox.

5. Click Finish

Note: This example has commas and spaces as delimiters. You may have other delimiters in your data. Experiment by checking and unchecking the different checkboxes. You get a live preview of how your data will be separated.

Result:

Practice file name: text-to-columns


21 | P a g e

Data Validation – Creating drop down list

Drop-down lists in Excel are helpful if you want to be sure that users select an item from a list, instead of typing their own values.

1. On the first sheet, select cell B1.

3. On the Data tab, click Data Validation

4. Type the items directly into the textbox.


22 | P a g e

Sub total

Total several rows of related data together by automatically inserting subtotals and totals for the selected cells.

Steps:

1) Sort the data on the column on which you need to do subtotals

2) Go to data Ribbon and click on Subtotal (see below screen shot)

3) At each change in → Select -- Region

4) Use function→ Sum

5) Add subtotal to→Select -- Sales column


23 | P a g e

Importing Text & Access File

This describes how to import or export text files. Text files can be comma separated (.csv) or tab separated (.txt)

To import text files, execute the following steps.

1. On the File tab, click Open. (Excel 2010) in Excel 2007 click on Top Left office logo

2. Select Text Files from the drop-down list.

3a. To import a .csv file, select the .csv file and click Open. That's all.

3b. To import a .txt file, select the .txt file and click Open. Excel launches the Text Import Wizard.

4. Choose Delimited and click Next.


24 | P a g e

5. Clear all the checkboxes under Delimiters except for the Tab checkbox and click Next.

6. Click Finish.


25 | P a g e

Result:

Export

To export text files, execute the following steps.

1. Open an Excel file.

2. On the File tab, click Save As.

3. Select Text (Tab delimited) or CSV (Comma delimited) from the drop-down list.


26 | P a g e

4. Click Save. Result. A .csv file (comma separated) or a .txt file (tab separated).

Practice file: data-set


27 | P a g e

Inserting comments

You can insert a comment to give feedback about the content of a cell.

Insert Comment

To insert a comment, execute the following steps.

1. Select a cell.

2. Right click and then click Insert Comment.

Practice File: comments


28 | P a g e

Protect Sheet

When you share a file with other users, you may want to protect a worksheet to help prevent it from being changed.

1. Right click on the worksheet tab of the worksheet you want to protect. 2. Click Protect Sheet...

3. Enter a password. 4. Check the actions you allow the users of your worksheet to perform. 5. Click OK.

6. Confirm the password and click OK.

Your worksheet is protected now. The password for the downloadable Excel file is easy Note: to unprotect a worksheet, right click on the worksheet tab again and click Unprotect Sheet..

Practice file: protect-sheet


29 | P a g e

Protect Workbook

Protects your sheet from Deletion.


30 | P a g e

Password while opening the file

Without giving correct password user cant open the file.

1) Open the Excel file in which you would like to add the password.

2) Press F12 and it will open the Save as dailog box as shown in the below screen.


31 | P a g e

Freeze / Unfreeze

If you have a large table of data in Excel, it can be useful to freeze rows or columns. This way you can keep rows or columns visible while scrolling through the rest of the worksheet

To freeze the top row, execute the following steps. 1. On the View tab, click Freeze Panes, Freeze Top Row.

2. Scroll down to the rest of the worksheet.

Result. Excel automatically adds a black horizontal line to indicate that the top row is frozen.

Unfreeze Panes

Practice file: freeze-panes


32 | P a g e

Sharing file

If you share a workbook, you can work with other people on the same workbook at the same time. The workbook should be saved to a network location where other people can open it. You can keep track of the changes other people make and accept or reject those changes.

To share a workbook, execute the following steps. 1. Open a workbook. 2. On the Review tab, in the Changes group, click Share Workbook.

Practice file: share-workbooks


33 | P a g e

View multiple Excel workbooks

If you want to view multiple Excel workbooks at the same time, execute the following steps.

1. First, open two or more workbooks. 2. On the View tab, click Arrange All.

3. Select the desired arrange setting. For example, click Horizontal.

4. Click OK.

5. To switch back to normal view, click Arrange All and check 'Windows of active workbook'.


34 | P a g e

Recording & Running Macros (Non Programming)

A macro is a customized collection of commands which can be executed on demand to carry out aparticular action in Excel. Since macros can include many different commands which aresubsequently performed automatically by the computer, they are very useful for performingrepetitive or complex tasks and for saving time.

First Plan Your Macro Before recording a macro plan exactly what you want it to do and practice carrying out theprocedure manually. You might find it useful to write down the steps involved so that you don'tmake any mistakes when making the recording. Think about how you will use the macro and try togeneralise the commands so that your macro will work in as many different situations as possible.

3 Steps in creating macros

→1) Start Recording 2) Do the actions 3) Stop recording

1) Select the Cell from where you want to start the Macro Recording

2) Click on View Ribbon & then click on Macro, as shown in below screen.

Decide Where to Store the Macro→The dialog offers three places to store the macro…

• Choose This Workbook→if you want to store the macro in the current workbook. Themacro will be

available to use in any workbook as long as the current workbook is open. Ifyou copy the workbook to

somewhere else, or give it to someone, the macro will go with it.

• Choose Personal Macro Workbook→ To make the macro available to use in any workbookon the current

computer (or, depending on network setup, on any computer when you arelogged in).

This is useful if only you are going to use the macro.


35 | P a g e

• Choose New Workbook→if you don't want to use either of the other options, perhaps

because you want to create an Excel Add-In to distribute the macro to other users.


36 | P a g e

Sparklines (2010 & above version only)

Excel 2010 makes it possible to insert sparklines. Sparklines are graphs that fit in one cell and give you information about the data.

To insert sparklines, execute the following steps. 1. Select the cells where you want the sparklines to appear. In this example, we select the range

G2:G4.

2. On the Insert tab, in the Sparklines group, click Line.

3. Click in the Data Range box and select the range A2:F4.

Practice file:sparklines

4. Click OK.


37 | P a g e

Hyperlinking 1. To different sheets

2. To same sheets

3. To excel file

4. Linking formulas with =

Hyperlink to sheets of same file & also to other files or different applications.

Shortcut of Hyperlink: CtrlK


38 | P a g e

Inserting dynamic table

When you create a table (previously known as list) in a Microsoft Excel worksheet you can manage and analyze the data in that table independently. For example, you can filter table columns, add a row for totals, apply table formatting, automatic freeze & dynamic range for table & vlookup formula also you can publish a table to a server that is running Windows SharePoint Services 3.0 or Microsoft SharePoint Foundation 2010.

If you no longer want to work with your data in a table, you can convert the table to a regular range of data

while keeping any table style formatting that you applied. When you no longer need a table and the data

that it contains, you can delete it.

Create a table You can use one of two ways to create a table. You can either insert a table in the default table style or you can format your data as a table in a style that you choose. INSERT A TABLE USING THE DEFAULT TABLE STYLE

1. On a worksheet, select the range of cells that you want to include in the table. The cells can be

empty or can contain data.

2. On the Insert tab, in the Tables group, click Table.

Keyboard shortcut: CTRL+L OR CTRL+T

3. If the selected range contains data that you want to display as table headers,

select the My table has header


39 | P a g e

Paste Special

Copy specific cell contents or attributes in a worksheet.

You can copy and paste specific cell contents (such as formulas, formats, or comments) from the Clipboard in

a worksheet by using the Paste Special command.

Steps:

3) On a worksheet, select the cells that contain the data or attributes that you want to copy.

4) On the Home tab, in the Clipboard group, click Copy . Or Press CTRL C

5) Select the other sheet or any other cell where you want to paste

6) Press CTRL ALT V to paste

Click this option To

All Paste all cell contents and formatting.

Formulas Paste only the formulas as entered in the formula bar.

Values Paste only the values as displayed in the cells.

Formats Paste only cell formatting.

Comments Paste only comments attached to the cell.

Column widths Paste the width of one column or range of columns to another column or range of

columns.

Values and number formats Paste only values and number formatting options from the selected cells.

Transpose To convert Horizontal data in Vertical

ms excel advanced level · you can use the excel pivot table features to make a more complicated...

Documents