2. Section 1 : Importing Data
Importing Data from a Text File
Creating a Web Query
Saving a Web Query
Refreshing a Web Query
Importing Data from External Data Sources
Publishing a Workbook as a PDF File
Section 2 : PivotTables
What is PivotTable
Creating PivotTable
Creating PivotTable Frame
Specfying PivotTable Data
Rearranging PivotTable Data
Section 3 : More about PivotTables
Modifying PivotTable Calculations
Formatting a PivotTable
Refreshing a PivotTable
Charting a PivotTable
Creating a PivotTable Based on External Data
Managing Data with Excel 2010 By Jason Wong
Course Objectives
3. Section 4 : Analyzing Data
Using Goal Seek
Using a One and Two Input Data Table
Using Solver
Section 5 : Exploring Scenarios
What is Scenario?
Creating a Scenario
Creating a Scenrario Summary Report
Saving Multiple Scenarios
Section 6 : Getting the Most From Your Data
Using Automatic Outlining
Displaying and Collapsing Levels
Grouping Data Manually
Creating Subtotals
Managing Data with Excel 2010 By Jason Wong
Course Objectives
4. Course Objectives
Section 7 : Working with Filters
What is an Autofilter?
Custom AutoFilters
Using an Advanced Filter
Filtering with Wildcard Characters
Validating Your Data
Section 8 : IF Analysis
Using the IF Function
Working with Nested Functions
Using the IF Function in Array Formulas
Managing Data with Excel 2010 By Jason Wong
5. Section 1 : Importing Data
Managing Data with Excel 2010 By Jason Wong
6. Importing Data
From Text File
From Word File
From External Data Sources
Managing Data with Excel 2010 By Jason Wong
7. Getting Data from Internet
Creating a Web Query
Refreshing the Web Query
Edit the Web Query
Save as PDF/XPS format
Managing Data with Excel 2010 By Jason Wong
8. PivotTables
Creating PivotTable
Modifying the PivotTable
Click and drag
The Field List Task Pane
Report Filter
Explore the Value Field Settings
Explore Pivot Table Options
Managing Data with Excel 2010 By Jason Wong
9. More About PivotTables
Formatting Pivot Table
Insert Calculated Fields
Refreshing the Pivot Table
Charting the Pivot Table
Creating Pivot Table from External Data
Managing Data with Excel 2010 By Jason Wong
10. Section 4 : Analyzing Data
Goal Seek
Using Data Table for
One data input
Two data input
Using Solver
Managing Data with Excel 2010 By Jason Wong
11. Section 5 : Exploring Scenarios
Creating Scenario
Creating Scenarios’ Summary
Merging Scenario
Managing Data with Excel 2010 By Jason Wong
12. Section 6: Getting the Most of Your
Data
Managing Data with Excel 2010 By Jason Wong
13. Outlining and Subtotals
Using Automatic Outlining
Displaying and Collapsing Levels
Group Data Manually
Creating Subtotals
Managing Data with Excel 2010 By Jason Wong
14. Section 7 : Working with Filters
Sort Table Entries
Sort Multiple Fields
Use an AutoFilter
Use a Custom AutoFilter
Use an Advanced Filter
Use WildCard Characters
Validate Data
Managing Data with Excel 2010 By Jason Wong
15. Section 8 : IF Analysis
Managing Data with Excel 2010 By Jason Wong
16. The Test Operator
Basic Mathematical Operators
Managing Data with Excel 2010 By Jason Wong
Operator Function Example
= Equivalence “A”=“A” is TRUE
> Greater Than 2>1 is TRUE
< Less Than 2<1 is FALSE
<> Not Equals To “A”<>”B” is TRUE
17. Example of Basic IF Function
Managing Data with Excel 2010 By Jason Wong
A Salary is taxable if more than 5000
=if(A1=5000,A1*5%,”Not Taxable”)
18. Example of Nested IF Function
Managing Data with Excel 2010 By Jason Wong
Grading
0-50 : Fail
51-80 : Pass
81-100 : Distinction
19. Truth Table for AND Function
A B AND (A,B)
True False False
False True False
True True True
False False False
=IF(AND(BM-Marks<50,Eng-Marks<50),“Fail",“Pass")
Managing Data with Excel 2010 By Jason Wong
20. Truth Table for OR Function
A B OR(A,B)
True False True
False True True
True True True
False False False
=IF(OR(Marks>100,Marks<0),“Invalid marks",“Valid marks")
Managing Data with Excel 2010 By Jason Wong
21. The Not Function
=NOT(10>1)
10>1 is true
=NOT(true)
is false
A NOT(A)
True False
False True
Managing Data with Excel 2010 By Jason Wong
22. would return FALSE.would return TRUE.would return FALSE.would return FALSE.
True or False?
=Not(A1<10)=Not(A2=“Banana“)=Not(A2=“Apple“)=Not(1+4=A1)
Managing Data with Excel 2010 By Jason Wong
23. Working with Array Formulas
Microsoft Excel 2010 - Intermediate By Jason Wong
A B C
1 Sales Expenses Tax
2 33 34 5
3 55 55 6
4 22 23 2
5 23 25 3
6 25 25 5
7 19 18 2.5
Using IF Function in Array Formulas
Using Basic Array Formulas
City1 Scores City2 Scores Winner
Liverpool 4 ManU 0
Arsenal 3 Liverpool 4
ManCity 2 ManU 1
ManU 4 Arsenal 9
24. The IFERROR Function
The Arguments
=iferror(expression, value if error)
Examples
=iferror(A3/0,1000)
=iferror(vlookup(K1,H2:I19,2,0),"item not found")
Managing Data with Excel 2010 By Jason Wong
Copy exercise files from C:\Users\jazlaptop\Documents\Training Materials\Microsoft\Ms Office\Excel to a machine and share out the folder
Contacts.txt
Contacts.Unix.txt
Contacts.docx
Related Data.accdb
Contacts.mdb
Managing Data with Excel 2010 Exercise File.xlsx
Copy installer from I:\Installer\Microsoft\Ms Office Functions and Add-On
- SaveAsPDFandXPS.exe
Demo 1: Text File
Use the contact.txt
Exercise
Use the contact.unix.txt (with the date format)
Demo 2: Word File
1. First try directly open the word from excel (Will get error)
2. Now go to Word, Save As Contactv2.txt, Close Word (Make Sure if not cant open from Excel)
3. in Excel Open the File, same with the Demo 1
Demo 3: External Data Sources (Access)
Data > From Access > Contacts.accdb > Invoices
Exercise : Now get the orders table and place it next to the existing table but different cell
Data > From Access > Contacts.accdb > Orders > select $I$1
Demo 4: Creating New Source
New Sheet
Data > Get External Data > From Other Source > From Microsoft Query
1 .Name : newSource
2. Select driver : Microsoft Access (.mdb)
3. Connect > Select > Contacts.mdb > ok
4. select Sales > Ok > ok>
Select all
Column to filter, Profit greater then 10000 and less then 60000
Sort by Region
Save Query as SAles 10k to 60k query from newSource.dqy
Put it in A1
Exercise 4: Use the New Source and query for West and East Region sales only
Data > Get External Data > From Other Source > From Ms Query
Select newSource > Ok >
Select all fields > filter west or east sort by SalesMan
Look for Maybank+Forex Counter Rates or
Data > From Web > Copy the whole url below
http://www.maybank2u.com.my/mbb_info/m2u/public/forexExchangeRates.do?channelId=BTRE-Treasury&cntTypeId=0&cntKey=BTRE04.01&programId=BTRE04-Rates&chCatId=/mbb/Business/BTRE-Treasury
Look for KLSE+Stock+exchange
http://www.klse.com.my/website/bm/market_information/
Or RHB Exchange RAte
http://www.rhb.com.my/business_banking/rates_charges/foreign-currency/fc_main.html
Refreshing
Data > Refresh All
Edit Web Query
Data > Connections > Properties
Change Name
Definition > Edit Query…
DEMO : MSN_Stock_Quote_Central
Open New Workbook
Data > Existing Connections
MSN MoneyCentral Investor Stock Quotes
Unde Enter Parameter Value type : MSFT, YHOO
5. Click on C3
DEMO : Search for other Company stocks listing
Click on Symbol Lookup
In the newly open Browser window, type proton in Company Name Input box
With the found symbol (Assume PROTON Holdings Bhd still exists), copy the the Symbol quote
Back to Excel
Right click any part of the Stock Quotes area
Parameters > Use the following value > Type : POHDF
Data > Refresh All (If not updated)
DEMO : Creating a dynamic search query
Right click any part of the Stock Quotes area
Parameter > Get the value from the following Cells = C1
Tick on Refresh auto when cell value changes
Type in one of the Quotes MSFT
12. Type in MSFT, YHOO, ORCL, IBM in C3
13. Refresh All
NOTE:By default only Microsoft Stock is displayed
DEMO: Edit the WebQuery to refresh the range in 10mins
Right click any part of the Stock Quotes area >
Data Range Properties
Set Refresh Interval to 10min
Tick refresh data on open
Other available quotes
MSFT – Microsoft
ORCL – Oracle
YHOO – Yahoo
IBM
$INDU – Dow Jones Industrial Average Index
$INX - S$P 500 Index
$COMPX – Nasdaq Composite Index
BRYAF- Berjaya Group Berhad
BJSAF- Berjaya Sports Toto Bhd
TOYOF
POHDF – Proton Berhad
Creating PivotT
Goto subtotal sheet
Remove any subtotals command
Insert ribbon, pivottable
Accept all default option, click ok
Modifying the PivotTable
By simply clicking and dragging the fields on the sheet
Or
Make use of the field list task pane
Refresh Data
Ctrl+alt+f5 : to update imme
PivotTable options > Data Tab > Refresh data when opening the file
Data > Refresh All
Value Field Settings
This if for the formulated numbered information
On the worksheet, Double click on the sum of Profit
Change to average/count/max/min
Try show value as tab too
Try Difference From Base Field Region : East
Try Running Total In Department
Take note: make sure the base item is a group of datas
Explore Pivot Table Options
Right click any part of the table > PivotTable Options
Report Filter fields per column 0
Drag product and region into the Report Filter
See the changes
Report Filter fields per column 1
See the changes
Total & Filters > Show grand totals
If no data, try import “Inventory Transactions” From Northwind
Layout Formatting PivotTable
PivotTable Optopns, Merge and center cells with Labels
Display fields in report filter area : To see the effect of this, drag more fields into the report filter area
For empty cells show: blank
Goto Subtotal Sheet, One of the data change a month to 4 then refresh
Click any part of the table
Design ribbon
Insert Calculated Fields
Options > Formulas > Calculated Fields >
Name : Tax
Formula : Profit * 5%
Refreshing PivotT
Data in pivot table is not linked to the source table. So each time the original sheet’s information changes, we need to refresh the pivot table
Data in pivot table are saved in memory by Excel.
Charting
Options > Chart
External Data
Insert Pivot Table > Use External Source Data > Choose Connection >Browse for More >Customer.mdb
: source such as Lotus 123, Paradox, OLAP Cube, Dbase, XML
Change the refresh interval
Options Ribbon > Change Data Source > Connection properties > Usage
Goal Seek
Goto 2nd Quarter Sales
Set goal seek for Jun’s total to 20000 by changing keyboard sales
Data Table : 1 Data Input
Open House Loan sheet from Managing Data with Excel Exercise File.xlsx
Copy A9:B13 to A16
Copy B6 to C15
Highlight B15:C20
Data > What if Analysis > Data Table > Column : B5
Data Table : 1 Data Input
Copy A9:B13 to A24
B23 = B6
Type in different amount of loan in C23 to E23
Highlight B23 to E28
Data Table > Column : B5 , Row : B2
Solver : Scenario Maximize Total Profit on constraint
Install solver add-ins
Excel options > -Add-Ins > drop down select Excel Add-Ins > tick Solver > OK
Goto Car Sales sheet
Select D8
Data > Solver
Set objective : E8
Max
By changing c5:c6
Contraints
C5<=50000
C6<=60000
Solver : Scenario Achieve Min Total Revenue of 100000 with condition the sales of cable must be half of the printers sales
Solver>
Set Objective : 100000
By Changing Cells : D4:D5
Contraints : D4=D5*50%
Scenarios
Data > What-If Analysis
Can highlight multiple non-adjacent cells by using ctrl
Preventing changes to cells options is useful when the sheet is protected (Review > Protect Sheet > Scenario Manager > edit button will be dim)
Hide formulas when sheet is protected, nothing shown on formula bar for selected formula
Merging Scenarios, say 2 person has their own scenarios.
The first person will open both files, his and the second person file
Now, go to Scenario Manager, and Merge from the second person file scenarios
Summary
What-if-Analysis
Summary
Result Cell select the Total Column
Automatic Outlining
This features will look and group cells based on formulated numbered cells
Open the Exercise file for Advanced.xls
Select any cell within the table
Ctrl+a
Data > Group > Auto Outline
To remove it
Data >Ungroup > Clear Outline
Collapsing and UnCollapsing
Select Jan-Mar
Data > Show Details
Data > Hide Details
Or
Clicking on the plus / minus sign on the sheet
Group Manually demo1
Highlight entire column of C,D and E, Group…
Highlight entire column of B – F, Group…
Highlight entire row of 2 – 9 > Group …
Highlight entire row of 11 - 18 > Group
Group Manually demo2
Goto badminton sheet
Click on any part of the table
Group > Auto Outline
Note: an error message saying excel cant create an outline, typically bcos we got no formulated cells to help determine grouping here.
Creating Subtotals
Goto subtotal sheet
Click any part of region column > Sort A-Z
Data > subtotal
At each change : Region
Use function : sum
Add subtotal to : Profit
Modify Subtotal
We can anytime go back to subtotal command to
Add additional subtotal
Remove subtotal
Change function
Creating subtotal for 2nd column
Sort 2nd column (Product)
Create the necessary subtotal
Validation : Start from Advanced Filter sheet
Highlight data range
Data > Validation
Apply validation to:
Price <6
Date between 1/1/2009 and 31/12/2009
Limit to 4 regions only
Customers sheet
Highlight whole region column [B2:B41]
Data > Validation > Custom
=OR(B2="west",B2="east",B2="south",B2="north")
List Validation
1. copy salesrep header to I1 and I4
2. Advanced Filter, Copy to another location, List range:A1-G41, Criteria, I1, Copy to I4, Unique records only
3. Highlight entire column of Salesrep [D2:D41]
4. Data Validation > List >Source: I5:I12
Custom Data Validation : Use the Validation sheet
Demo 0 : Accept Card
F10
Custom List
=OR(F4=“Master”,F4=“Visa”)
Demo1 : Code cant be used more than once
D3:D25
Data validation
Custom
=countif($d$3:$d$25,a2) <= 1
Demo2 : Method Used cannot be more than twice
G3:G7
Data Validation
Custom
=countif($G$3:$G$7,G3)<=2
Demo3 : Budget constraint to <=10000
F3:F7
Data validation > custom
=sum($F$3:$F$7)<=10000
Demo4: No Leading or Trailing Spaces
Highlight E3 to E7
=E3=TRIM(E3)
Demo5: Prohibit Weekend Dates
H3
Data Validation > Custom
=WEEKDAY(B2,2) <=5
Higlight H3:H7
Yes to extend them
NOTES:
-Works on text too,
Unfortunately, if user copy content from another cell, it will not blocks
Data > Sort
The Steps
Create the Criteria Range
Copy A1:G1 to I2
Type west under the region
Click in table
Data Ribbon > Advanced
Tick on Copy to another …
Criteria Range : I2:O3
Now try with another criteria
Multiple region
Range of sales >500 and <1000
Create 2 sales column in the criteria range
Text : Customer name
Begins with “The*”
Containing the words *pets*
Ends with *Store
Operators
=
> Greater than
< lesser than
Q&A Quiz
Q&A Quiz
0 1 = 0
1 0 = 0
1 1 = 1
0 0 = 0
0 1 = 1
1 0 = 1
1 1 = 1
0 0 = 0
Array
Protection: Whenever there is a change the whole array need to change simultaneously, no single cell changes alone.
Basic Array Formula
Demo 1:
Type in random numbers in A2 to C7 (3 columns)
Now highlight D2 to F7 (must be same block size)
Create a formula, say to increase all numbers by 3% =A2:C7*103/100
Make sure to Ctrl+Shft+Enter
Demo 2: Finding Matching Cell
Highlight G2 to G7
=IF(A2:A7=B2:B7,"Same","Not Same")
Ctrl+shft+enter
Using IF in Array
Demo 2:
From the table in demo 1, highlight G2 to G7 =if(A2:A7=B2:B7,A2:A7,”Not Same”)
Ctrl+shft+enter
Next, sum up the similar numbers G8 = sum(if(A2:A7=B2:B7,A2:A7,”Not Same”))
Ctrl+shft+enter
Demo 3: Using table 2 : Score Board
Highlight D1 to D4
=IF(D1:D4>F1:F4,C1:C4,E1:E4) , ctrl+shft+enter