Excel chapter 05

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Excel chapter 05

  1. 1. MicrosoftExcel 2010 Chapter 5 Creating, Sorting, and Querying a Table
  2. 2. Objectives• Create and manipulate a table• Delete sheets in a workbook• Add calculated columns to a table• Use icon sets with conditional formatting• Use the VLOOKUP function to look up a value in a table• Print a table• Add and delete records and change field values in a tableCreating, Sorting, and Querying a Table 2
  3. 3. Objectives• Sort a table on one field or multiple fields• Query a table• Apply database functions, the SUMIF function, and the COUNTIF function• Use the MATCH and INDEX functions to look up a value in a table• Display automatic subtotals• Use Group and Outline features to hide and unhide dataCreating, Sorting, and Querying a Table 3
  4. 4. Project – Kenson College ScholarshipFundraiser TableCreating, Sorting, and Querying a Table 4
  5. 5. Project – Kenson College ScholarshipFundraiser TableCreating, Sorting, and Querying a Table 5
  6. 6. General Project Guidelines• Create and format the table• Sort the table• Obtain answers to questions about the data in the table using a variety of methods to query the table• Extract records from the table based on given criteria• Display subtotals by grouping data in the tableCreating, Sorting, and Querying a Table 6
  7. 7. Guidelines for Creating a Table in ExcelCreating, Sorting, and Querying a Table 7
  8. 8. Formatting a Range as a Table• Select the range to format• Click the Format as Table button (Home tab | Styles group) to display the Format as Table gallery• Click the desired table styleCreating, Sorting, and Querying a Table 8
  9. 9. Formatting a Range as a TableCreating, Sorting, and Querying a Table 9
  10. 10. Modifying a Table Quick Style• Select a cell to activate the table• Click the Format as Table button (Home tab | Styles group) to display the Format as Table gallery and then right-click the desired table style• Click Duplicate on the shortcut menu to display the Modify Table Quick Style dialog box• Type the desired table style name in the Name text box to name the new style• With Whole Table selected in the Table Element list, click the Format button to display the Format Cells dialog boxCreating, Sorting, and Querying a Table 10
  11. 11. Modifying a Table Quick Style• Select the desired font, font style, and color in the Format Cells dialog box• Click the OK button• Click the OK buttonCreating, Sorting, and Querying a Table 11
  12. 12. Entering Records into a TableCreating, Sorting, and Querying a Table 12
  13. 13. Adding New Fields to a Table• Enter the new column headings• Select the first cell under the new column heading, and then enter the desired formula – Ex: =[@[YTD FundsRaised]] / [@Quota]• Format the range as desiredCreating, Sorting, and Querying a Table 13
  14. 14. Adding New Fields to a TableCreating, Sorting, and Querying a Table 14
  15. 15. Creating a Lookup TableCreating, Sorting, and Querying a Table 15
  16. 16. Using the VLOOKUP Function• With the desired cell selected, type the VLOOKUP function – Ex: =vlookup(i9, $l$3:$m$7, 2Creating, Sorting, and Querying a Table 16
  17. 17. Adding a Conditional Formatting Rulewith an Icon Set• Select the range to contain the conditional formatting• Click New Rule in the Conditional Formatting list to display the New Formatting Rule dialog box• Click the Format Style box arrow to display the Format Style list• Click Icon Sets in the Format Style list to display the Icon area in the Edit the Rule Description area• Click the Icon Style box arrow to display the Icon Style list and then click the desired icon styleCreating, Sorting, and Querying a Table 17
  18. 18. Adding a Conditional Formatting Rulewith an Icon Set• Enter the desired values for each icon in the New Formatting Rule dialog box• Click the OK button to display icons in each cellCreating, Sorting, and Querying a Table 18
  19. 19. Adding a Conditional Formatting Rulewith an Icon SetCreating, Sorting, and Querying a Table 19
  20. 20. Using the Total Row Check Box• Make the table active• Click the Total Row check box (Table Tools Design tab | Table Style Options group) to add the total row and display the record count in the far-right column of the table• Click the cell in the total row• Click the arrow on the right side of the cell to display a list of available statistical functions• Click the desired functionCreating, Sorting, and Querying a Table 20
  21. 21. Using the Total Row Check BoxCreating, Sorting, and Querying a Table 21
  22. 22. Printing the Table• Activate the table, and then click File on the Ribbon to open the Backstage view• Click the Print tab to display the Print gallery• Click the Print Active Sheets in the Settings area to display a list of parts of the workbook to print• Select Print Selected Table to choose to print only the selected table• If necessary, change the orientation• Click the Print button to print the tableCreating, Sorting, and Querying a Table 22
  23. 23. Printing the TableCreating, Sorting, and Querying a Table 23
  24. 24. Sorting a Table in Ascending Sequenceby Name Using the Sort & Filter Button• Click a cell in the column to be sorted, and then click the Sort & Filter button (Home tab | Editing group) to display the Sort & Filter menu• Click the Sort A to Z command to sort the table in ascending sequence by the selected fieldCreating, Sorting, and Querying a Table 24
  25. 25. Sorting a Table in Ascending Sequenceby Name Using the Sort & Filter ButtonCreating, Sorting, and Querying a Table 25
  26. 26. Sorting a Table Using the Sort Commandon an AutoFilter Menu• Click the desired AutoFilter arrow to display the AutoFilter menu for the selected field• Click the desired sort commandCreating, Sorting, and Querying a Table 26
  27. 27. Sorting a Table on Multiple FieldsUsing the Custom Sort Command• With a cell in the table active, click the Sort & Filter button (Home tab | Editing group) to display the Sort & Filter menu• Click Custom Sort on the Sort & Filter menu to display the Sort dialog box• Click the Sort by box arrow to display the field names in the table• Click the first field on which to sort to select the first sort level• Select the desired options for Sort On and Order• Click the Add Level button to ask a new sort level, and then repeat the previous two steps• Click the OK button to sort the tableCreating, Sorting, and Querying a Table 27
  28. 28. Sorting a Table on Multiple FieldsUsing the Custom Sort CommandCreating, Sorting, and Querying a Table 28
  29. 29. Querying a Table Using AutoFilter• Display the AutoFilter menu for the field to query• Remove the check marks next to the fields you wish to hide• Click the OK button to apply the AutoFilter criterionCreating, Sorting, and Querying a Table 29
  30. 30. Showing All Records in a Table• Click the Filter button (Data tab | Sort & Filter group) to display all of the records in the tableCreating, Sorting, and Querying a Table 30
  31. 31. Entering Custom Criteria Using AutoFilter• Click the Filter button (Data tab | Sort & Filter group) to display the AutoFilter arrows in the table• With the table active, click the desired field to display the AutoFilter menu• Point to Number Filters to display the Number Filters submenu• Click Custom Filter to display the Custom AutoFilter dialog box• Select the desired options for the AutoFilter• Click the OK buttonCreating, Sorting, and Querying a Table 31
  32. 32. Entering Custom Criteria Using AutoFilterCreating, Sorting, and Querying a Table 32
  33. 33. Creating a Criteria Rangeon the Worksheet• Select the desired range, and then click the Copy button (Home tab | Clipboard group)• Select the destination cell, and then press the ENTER key to paste the contents on the Office Clipboard to the destination area• Enter the desired criteria• Select the range, click the Name box in the formula bar, type the desired range name, and then press the ENTER keyCreating, Sorting, and Querying a Table 33
  34. 34. Creating a Criteria Rangeon the WorksheetCreating, Sorting, and Querying a Table 34
  35. 35. Querying a Table Using the AdvancedFilter Dialog Box• Activate the table• Click the Advanced button (Data tab | Sort & Filter group) to display the Advanced Filter dialog box• Click the OK button to hide all records that do not meet the comparison criteriaCreating, Sorting, and Querying a Table 35
  36. 36. Querying a Table Using the AdvancedFilter Dialog BoxCreating, Sorting, and Querying a Table 36
  37. 37. Creating an Extract Rangeand Extracting Records• Activate the table• Click the Advanced button (Data tab | Sort & Filter group) to display the Advanced Filter dialog box• Click ‘Copy to another location’ in the Action area to cause the records that meet the criteria to be copied to a different location on the worksheet• Click the OK button to copy any records that meet the comparison criteria in the criteria range from the table to the extract rangeCreating, Sorting, and Querying a Table 37
  38. 38. Creating an Extract Rangeand Extracting RecordsCreating, Sorting, and Querying a Table 38
  39. 39. Displaying Automatic Subtotalsin a Table• Select the cell to display a subtotal• Right-click anywhere in the table and then point to the Table command on the shortcut menu to display the Table submenu• Click Convert to Range on the Table submenu to display a Microsoft Excel dialog box• Click the Yes button to convert a table to a range• Click the Subtotal button (Data tab | Outline group) to display the Subtotal dialog box• Click the ‘At each change in’ box arrow and then click the column heading on which to create subtotalsCreating, Sorting, and Querying a Table 39
  40. 40. Displaying Automatic Subtotalsin a Table• If necessary, select Sum in the Use function list• In the ‘Add subtotal to’ list, select the values to subtotal• Click the OK button to add subtotals to the rangeCreating, Sorting, and Querying a Table 40
  41. 41. Displaying Automatic Subtotalsin a TableCreating, Sorting, and Querying a Table 41
  42. 42. Zooming Out on a Subtotaled Tableand Using the Outline Feature• Click the Zoom Out button as many times as desired to reduce the zoom percent• Click the row level symbol 2 on the left side of the window to hide all detail rows and display only the subtotal and grand total rows• Click each of the lower two show detail symbols (+) on the left side of the window to display detail Records and to change the show detail symbols to hide detail symbols• Click the row level symbol 3 on the left side of the window to show all detail rowsCreating, Sorting, and Querying a Table 42
  43. 43. Zooming Out on a Subtotaled Tableand Using the Outline FeatureCreating, Sorting, and Querying a Table 43
  44. 44. Removing Automatic Subtotalsfrom a Table• Click the Subtotal button (Data tab | Outline group) to display the Subtotal dialog box• Click the Remove All button (Subtotal dialog box) to remove all subtotals and close the Subtotal dialog boxCreating, Sorting, and Querying a Table 44
  45. 45. Removing Automatic Subtotalsfrom a TableCreating, Sorting, and Querying a Table 45
  46. 46. Chapter Summary• Create and manipulate a table• Delete sheets in a workbook• Add calculated columns to a table• Use icon sets with conditional formatting• Use the VLOOKUP function to look up a value in a table• Print a table• Add and delete records and change field values in a tableCreating, Sorting, and Querying a Table 46
  47. 47. Chapter Summary• Sort a table on one field or multiple fields• Query a table• Apply database functions, the SUMIF function, and the COUNTIF function• Use the MATCH and INDEX functions to look up a value in a table• Display automatic subtotals• Use Group and Outline features to hide and unhide dataCreating, Sorting, and Querying a Table 47
  48. 48. MicrosoftExcel 2010 Chapter 5 Complete

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