Learn excel and earn more. Excel is fun if you give some times.
Target Audience
For those who have attended Microsoft Excel Basic course or for users with fair knowledge in Microsoft Excel.
1. Microsoft Excel – Advance level
Mahfuzul Huq
Data Science
mahfuzulhuq@live.com
https://www.linkedin.com/in/mahfuzul-huq-49371126/
2. 2
Content
S/N Content Time
1 Overview on Database and Spread Sheet 10 Min
2 Data validation, protecting and sharing, conditional formatting 30 Min
3 Few important formulas which will reduce working time dramatically 30 Min
4 Analytical tool – PivotTable and its uses and advantage 30 Min
5 Chart/Graph(Basic) 30 Min
6 Macro (Basic) 30 Min
7 Exercise – Lets prepare a Dashboard * 30 Min
* mandatory
Database Dashboard
Savings through nego PR to PO Cycle Payment Cycle
Monthly
Performan
Overall SCM Score Card
L2 Target
L3 Target
L4 Target
106.5%
L2 Target
L3 Target
L4 Target
114.9%
L2 Target
L3 Target
L4 Target
93.5%
L2 Target
L3 Target
L4 Target
102.9%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
1 2 3 4 5 6 2H13
Savings thourgh Nego
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
1 2 3 4 5 6 2H13
PR to PO Cycle Time
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
1 2 3 4 5 6 2H13
Payment Cycle Time
3. 3
Data is a collection of facts, such as values or measurements. It can be Number, currency, text,
date, time etc.
A database is an organized collection of data.
In relational databases and flat file databases, a table is an organized set of data elements (values)
using a model of vertical columns
A unique key or primary key is a key that uniquely
defines the characteristics of each row.
A recording, record, records or the record may
mean: An item or collection of data:
Secondary Key. An entity may have one or more
choices for the primary key. Collectively these are
known as candidate keys
In the context of relational databases, a foreign key
is a field (or collection of fields) in one table that
uniquely identifies a row of another table.
Overview on Spread Sheet & Database
4. 4
Spreadsheet and Database
Workbook
Sheet
Table
Column
Row
Field/Cell
Save As
New file/Template
Info
Recent
New file/Template
Print
Option
Quick Access Toolbar
Ribbon
Status bar
A spreadsheet is an
interactive computer
application program for
organization and analysis
of data in tabular form.
5. 5
Spreadsheet and Database
Workbook
Sheet
Table
Column
Row
Field/Cell
Save As
New file/Template
Info
Recent
New file/Template
Print
Option
Quick Access Toolbar
Ribbon
Status bar
Few things we are going to discuss …
1
How to save a macro file
2
How to save a template for future use
3
How to customize “Quick Access Toolbar”
4
How to customize Ribbon
5
How to use status bar
6
How to freeze and arrange window
7
How to format
8
How to enable macro/security
6. Spreadsheet and Database
How to customize “Quick Access Toolbar” (QAT)
1
Rearrange button in QA
2
Universal/This file
Click on file tab
4
Click on Option
5
Click QAT
6
Available button
7
This part is visible
8
Add/remove button
1
2
3
3
QAT rearrange9
4
5
6
7
8
9
4
Steps
By clicking RIGHT MOUSE on any button we can quickly go to QAT
7. 1
Spreadsheet and Database
How to customize Ribbon
1
Rearrange button in QA
2
Choose available info
This a ribbon
4
Click on file
5
Click on Option
6
Available button
7
This part is visible
8
Add/remove button
3
New Tab/Group/Rename9
Steps
2
3
4
4
5 6 7
8
9 9 9
By clicking RIGHT MOUSE on any button we can quickly go to QAT
8. 1
1
2 3 4 4
4 4 5 6
Spreadsheet and Database
How to use status bar
1
Right click on status ba
2
Select/deselect by
clicking
This a “Status Bar”
4
Cell Mode
5
Macro
6
Many results
7
Zoom
8
Page Layout
3
n/a9
Steps
7
8
9. Spreadsheet and Database
How to format cells
1
Font
2
Border
Select desired cells
4
Click right mouse on
any selected cells
5
Click on Format Cells
and find window
6
Lets say color fill
7
Alignment
8
Number format
3
Protection9
Steps
1
2
4
4
3
4
4 4
5
6
7
8 9After formatting by filling colors file may look like as follows:
10. Spreadsheet and Database
How to freeze and arrange window
1
Hide workbook
2
Border
Put the cursor in the
desired place
4
Click on freeze
panes button
5
Click on desired
option
6
New window
7
Split window
8
Arrange all window
3
Protection9
Steps
1
2
3
Place the cursor in the place from where up and left side will be freezed
2
4 5
6
7
5
6
After clicking OK (Arrange All Window), all active window will be displayed
11. Spreadsheet and Database
How to enable macro/security (try if macro don’t run)
1
n/a
2
n/a
Click on file tab
4
Click on Option
5
Click on Trust Center
Settings…
6
Click on macro Settings
7
Protected view
8
Select option
3
n/a9
Steps
1
2
3
4
5
6
6
12. Spreadsheet and Database
How to save a macro file/Template file
1
n/a
2
n/a
Click on file tab
4
Click on Save As
5
Select File type
6
After savings
7
Protected view
8
Select option
3
n/a9
Steps
1
2 3
4
13. Spreadsheet and Database
Password setting
1
n/a
2
n/a
Click on file tab
4
Click on Save As
5
Click on Tools
6
Click on General Option
7
Re-enter password
8
Enter password
3
n/a9
Steps
1
2
3
4
5
6
14. 14
Spreadsheet and Database
Exercise …
1
Set password in your file (Please remember your password)
2
3
Add Printer and Print Preview icon in the Quick Access Toolbar
4
Add Developer Tab in the Ribbon
5
Prepare the RAW file for final Database with color formatting
6
Use freeze in the database
7
Try to show sum and average in the status bar
Save the file as Macro Enable File
15. Data Validation & Data Protecting
Few things we are going to discuss …
1
Traffic light uses
2
3
Prevent invalid data e.g. enter only number and date
4
No validation but instruction (Input message) to enter data
5
Enter data from dropdown (from list)
6
Protect all sheet except few columns
7
Share the workbook
Want to see complete info in GREEN and incomplete info in RED
16. Prevent invalid data e.g. enter only number and date
1
Input (right & wrong)
2
Input message
Click on Data tab
4
Click on Data
Validation
5
Click on Tools
6
Enter Allow, Range
Data, Min & Max tec
7
Error Alert
8
Input Message
3
Wrong Input message9
Steps
1
2
2
4
By default any value is allowed
4
4
4
5 6
5
6
7
89
Data Validation & Data Protecting
4
4
17. Enter data from dropdown (from list)
1
Input (right & wrong)
2
Name same as link
Prepare list
4
Select the area
5
Click on Data Validation
6
Select List from Allow
combo
7
Select “Ignore Blank”
8
Address Source
3
‘=INDIRECT
(dependable link)
9
Steps
Data Validation & Data Protecting
1
1
3
4
5
6
8
9
18. Allow few column/cell to provide info
1
Try to put info
2
Protect other than
selected area
Select column/cell
4
Click on Review Tab
5
Click on “Allow people
edit range”
6
Click new & OK
7
Provide password
8
Click on “Protect
Sheet”
3
n/a9
Steps
Data Validation & Data Protecting
1 1 1 1 1 1 1
2
3
4
5
6
7
8
19. Sharing workbook
1
File is shared
2
Track changes
Click on Review Tab
4
Click on Share
Workbook icon
5
Checked it
6
Click on Advance Tab
7
Click OK
8
Change if required
3
n/a9
Steps
File Sharing & Conditional formatting
1
2
3
4
7
8
8
20. Completed info in GREEN and incomplete info in RED
1
Click on Fill Effects
2
Select Shading style
Click on File Tab
4
Click on Conditional
Formatting
5
Click on Manage Rules
6
Click on New Rule
7
Click on Format
8
Click on Rule Type
3
Click OK
Multiple rules possible
9
Steps
File Sharing & Conditional formatting
1
2
3
4
5
6
7
8
9
21. Traffic light uses
1
Click on Fill Effects
2
Select Shading style
Click on File Tab
4
Click on Conditional
Formatting
5
Click on Manage Rules
6
Click on New Rule
7
Click on Format
8
Click on Rule Type
3
Click OK9
Steps
File Sharing & Conditional formatting
22. Validation, Protecting, Sharing & Conditional formatting
Exercise …
1
Traffic light uses
2
3
Prevent invalid in two columns other than number and date respectively
4
Use only Input message instructing to update data in right format
5
In a column only dropdown (from list) values are allowed
6
Protect all sheet except few columns
7
Share the workbook
Want to see complete info in GREEN and incomplete info in RED
23. Few important function/formulas
Few things we are going to discuss …
1
Rank, small, large
2
3
Vlookup, Hlookup, Offset, index, match
4
Sum, sumif, sumifs, subtotal, sumproduct
5
Count, countif, countifs, Counta
6
average, averageif, averageifs
7
if (ifs)
Mid, right, left, trim, find, AND, OR, CONCATENATE (&)
Formula auditing8
24. Few important function/formulas
Vlookup, Hlookup, Offset, index, match
1
2
What you are looking for (Primary key of another table)
Where you are looking , it should start from Primary key and end desired column
How are is your data from starting column
VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup])
2
1
3
4
3
4 What type of match you want
25. Few important function/formulas
Sum, sumif, sumifs, subtotal, sumproduct
2
The column/range where we need to find the criteria
Criteria – what you are looking for
Values will be sum for this column/range
SUMIF(range, criteria, [sum_range])
1
3
3
4 n/a
SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2, criteria2], ...)
1
2
3 2
1
2
1
26. Few important function/formulas
Count, countif, countifs, Counta
2
Where you looking for to count
Criteria – what you want to count
n/a
COUNTIF(range, criteria)
1
3
4 n/a
COUNTIFS(criteria_range1, criteria1, [criteria_range2, criteria2]…)
1 2
1 2 1 2
27. Few important function/formulas
average, averageif, averageifs
2
The column where you will find the criteria
Criteria – if this criteria meet your requirement than do average
If the criteria found in the range than this column’s respective values
average will be the result
AVERAGEIF(range, criteria, [average_range])
1
3
4 n/a
AVERAGEIFS(average_range, criteria_range1, criteria1, [criteria_range2, criteria2],...)
1
2
1 2
3
3
28. Few important function/formulas
if (ifs)
2
n/a
n/a
n/a
IF(logical_test, [value_if_true], [value_if_false])
1
3
4 n/a
[value_if_true]/[value_if_false] = IF(logical_test, [value_if_true], [value_if_false])
1
2
1
3
3
2
3
2
29. Few important function/formulas
Formula Auditing
2
Find formula
Keep cursor & click
Keep cursor & click
1
3
4 Remove arrows
Steps
1 1
1
5 Select & Click OK
2
3
4
5
30. 30
PivotTable
We are going to discuss the following:
1
How to add Slicer
2
How to format Slicer
3
How to create PivotTable
4
How to add column, row, filter and values (incl format)
5
How to add/delete subtotal and group/ungroup
6
How to format PivotTable
7
How to add formula field
8
How to add new row/column in PivotTable
31. 31
PivotTable
Create and format PivotTable
1
Remove auto fit
2
Select Classic
3
Select the Table
4
Click on PivotTable in
Insert Tab
5
Click OK
6
It will look like
7
Drag and Drop
8
Right click on Pivot Table,
click on Option or go to
Option Tab
Steps
1
2
3
4
5
5
6
7
8
6
32. 32
PivotTable
Format and design PivotTable
1
n/a
2
n/a
3
Click on PivotTable
4
Click on Design Tab
and select design
5
Right click PivotTable a
select Expand/Collapse
click +/- sign
6
7
Final PivotTable
8
Right click on Pivot Tab
and click on subtotal
Steps
1
2
3
5
33. 33
PivotTable
How to add formula field & other default calculation
1
Final Pivot using
calculation fields
2
You can use same fields
many times in values
3
Click on PivotTable
4
Click on Option Tab and
select from calculation
Group
5
Name it
6
7
PivotTable may look
like
8
Right click on Pivot Tab
and click on subtotal
Steps
1
3
Inserting field
prepare the formula
4
4
5
7
34. 34
PivotTable
How to add and format Slicer
1
Format as you like
2
You can fix the button
3
Click on PivotTable
4
Click on Insert Tab and
click on Slicer
5
Select field(s)
6
7
Click on Slicer
8
Find Option Button
Steps
It will look like
1
2
2
3
4
5
6
7
8 8
35. 35
Chart/Graph
We are going to discuss the following:
1
n/a
2
n/a
3
How to create a simple chart
4
How to Create a Secondary Chart and add it to Primary Chart
5
How to format a Chart e.g. Bar width, label, axis title, background etc.
6
How to create a Speedometer Chart to show Performance Score
7
How to change design, layout and format
8
How to use a Camera Tool (not a part of Chart)
36. 36
Chart/Graph
Create a Simple Chart
1
n/a
2
n/a
3
Select data
4
Click on Chart
5
Simple Chart
6
Format the Chart
7
After few
formatting
8
How to use a
Camera Tool (not a
part of Chart)
Steps
1
2
2
3
4
4
5
37. 37
Chart/Graph
Create a Simple Chart and add a Secondary Chart
1
n/a
2
n/a
3
Create another
simple Chart
4
Copy the 2nd Chart and
paste to 1st Chart
5
Change the Chart
Type
6
Format the Chart
7
Final Chart
8
All three Charts
Steps
1
2
3
4
5
6
38. 38
Chart/Graph
Lets Create a Speedometer Chart
1
Doughnut looks
like
2
n/a
3
Set KPI Scale
4
Select data and click on
doughnut chart
5
Chart looks like
6
Right Click on
Doughnut and click
on format data series
7
Rotate it 270
degree
8
Choose your color
Steps
1
2
2
2
3
4
4
5
6
7
39. 39
Chart/Graph
Lets Create a Secondary Chart for Pointer
Format color, only
pointer will visible
2
It will be look like
Select the label and
address it to achievemen
3
Select range
4
Go to Pie Chart and
clink on it
5
Chart looks like
6
Copy doughnut Chart and
paste it in Pie Chart
7
Select make it Pie and
and make it secondary
8
Rotate it 270 degree
Steps
1
2
3
4
5
5
6
8
7
40. 40
Dashboard
Savings through nego PR to PO Cycle Payment Cycle
Monthly
Performan
Overall SCM Score Card
L2 Target
L3 Target
L4 Target
106.5%
L2 Target
L3 Target
L4 Target
114.9%
L2 Target
L3 Target
L4 Target
93.5%
L2 Target
L3 Target
L4 Target
102.9%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
1 2 3 4 5 6 2H13
Savings thourgh Nego
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
1 2 3 4 5 6 2H13
PR to PO Cycle Time
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
140.0%
160.0%
1 2 3 4 5 6 2H13
Payment Cycle Time
Using Camera
tool or Paste
as link Picture
and format it
and place and
color to make
it attractive.
That’s all for a
Dashboard