Advanced Excel for EMIS Coordinators

Transcription

1 Advanced Excel for EMIS Coordinators Helen Mills 2015 Metropolitan Educational Technology Association Outline Macros Conditional Formatting Text to Columns Pivot Tables V-Lookup 1

2 Macros What is a macro? How to use How to remove What is a Macro? If you have tasks in Excel that you do repeatedly, you can record a macro to automate those tasks. When you create a macro you are recording your mouse clicks and keystrokes. We are going to create a macro in this example to auto-magically prepare all reports. In one click Excel will: Freeze top row Wrap Header Text Justify Columns Apply Filters Create it once and use it over and over again! Start by opening your FTE Detail report from the data collector. 2

3 Begin Creating a Macro From the View tab, select the down arrow under Macros and select Record Macro. Select the down arrow This begins the recording Record Macro Prompt Set up the prompt Enter a Macro name or leave as the default value Enter a unique Shortcut key value. Tip- enter a value that you don t typically use as a Ctrl command (don t use values such as Ctrl A, Ctrl C, Ctrl V, etc.) Select Personal Macro Workbook from the Store macro in dropdown menu then click OK 3

4 Recording the Macro Macro is now recording Ready status and a small square icon show at bottom left Hovering over the icon will generate the message- A macro is currently recording. Click to stop recording. Recording the Macro cont d Start by selecting the top row Click on the 1 to select the first row 4

5 Recording the Macro cont d From the View tab, select Freeze Panes and Freeze Top Row Recording the Macro cont d From the Home tab, select Wrap Text 5

6 Recording the Macro cont d Click on the triangle between Column A and Row 1 to select the entire spreadsheet Place cursor between any two column headers and double click Recording the Macro cont d From the Home tab, select Sort & Filter and then Filter 6

7 Stop the Recording Click on the small square icon at the bottom left to stop the recording The appearance of the icon will change and a hover message will appear. No macros are currently recording. Click to begin recording a new macro. Make the Macro a Quick Link Select the Quick Link dropdown arrow, then More Commands In the Choose commands from dropdown, select Macros 7

8 Make the Macro a Quick Link Highlight your macro from the list and click Add The macro will move to the list on the right. While it is highlighted, select Modify and choose an icon that you like. Click Ok and Ok. Quick Link New Quick Link now appears To remove the Quick Link, right click on the icon and select Remove from Quick Access Toolbar 8

9 Save the Macro You can choose to save or not save your spreadsheet A second prompt will ask you if you want to save the changes you made to your Personal Macro Workbook Select Save so that the macro will be available to use on future spreadsheets Delete a Macro Once a Macro is created, a few extra steps are needed to delete if desired. From a new or existing spreadsheet select Unhide from the View tab In the Unhide prompt with PERSONAL.XLSB selected, click OK 9

10 Delete a Macro, cont d A blank spreadsheet named PERSONAL.XLSB will open Select Macros from the View tab, then in the Macro prompt select the macro to be deleted select delete When finished, close the Macro prompt and select Hide and the PERSONAL.XLSB will close Conditional Formatting What is conditional formatting? How to use How to remove 10

11 What is Conditional Formatting? Conditional formatting is a way to format cells that meet a criteria you specify. In this example, we are going to apply formatting to FTE detail rows where the adjusted FTE is different than the original FTE. Start by opening your FTE detail report Run your macro Apply Conditional Formatting Select columns P & Q. On the Home tab select conditional formatting, and then highlight cells rules, and then more rules. 11

12 Apply Conditional Formatting Type the following equation: =$P1<>$Q1 Use the fill tab to choose a fill color Choose OK to apply conditional formatting Click format to specify how you want the cells to look. Choose OK once formatted to your liking. Conditional Formatting You can now view your formatting. For adjusted FTE lower than original FTE, use the FTE Adjustments report to troubleshoot or verify. 12

13 Removing Conditional Formatting To remove conditional formatting, on the home tab choose Conditional Formatting, then clear rules, then clear rules from entire sheet. Text to Columns How to use 13

14 Text to Columns Text to columns is a feature within excel that can split a column the way you would like to see it. For example, let s say we are performing an upload and the birth month, date, and year must all be in separate columns. We have an export with the students birthdate on it. We need to have 3 blank columns to the right of the birthdate in order to perform text to columns. Select the column with the birthdate in it and choose Text to Columns from the data tab. Text to Columns cont d The text to columns wizard will pop up. The first prompt we see asks if we are splitting the text delimited (using a character) or fixed width (a certain position within the column). For the example we are using delimited. Click Next. 14

15 Text to Columns cont d Choose the delimiter. The backslash is not an option in the list, so we will check the other box and type a backslash in the box. Then click Next. Text to Columns cont d The last prompt is a preview and it asks how you would like the output to be formatted. The default setting is General, but we want to select Text. Next Click Finish. 15

16 Text to Columns We now have the components of the birth dates in separate columns! You can name the columns Birth Month Birth date and Birth Year. Pivot Tables Generate Reports Quickly What is a Pivot Table? How to use How to remove EMIS Examples 16

17 Pivot Tables Pivot tables are a powerful and helpful Excel tool. These tables take very large amounts of data and summarize it in the way we specify. There are many ways we can use Pivot tables in EMIS. Here are a few examples of when we would use a pivot table: Quickly summarize special education students (Example) Easily verify calendars Summarize FTE report Start by opening your FTE detail report Summarize SPED Students Select the entire sheet. On the Insert tab, choose Pivot Table 17

18 Summarize SPED Students Choose OK to begin building the pivot table on a new sheet. Summarize SPED Students Use the Pivot Table fields dialogue box to build the report. Drag the Grade Level field to rows, and the disability condition code to columns. Drag Adjusted SPECED Cat FTE to the values. 18

19 Summarize SPED Students In the values square, make sure you are seeing the SUM of the FTE. Click the arrow to the right and choose Value Field Settings to change this. Once you have the desired value, choose OK. Summarize SPED Students Now you can see the FTE you are generating for each disability category in each grade level. 19

20 Summarize SPED Students You can take it one step further by adding a filter. You could filter by district of residence, or even FTE Fund Pattern code. In this example we will filter using district of residence. Choose the districts you d like to see. Summarize SPED Students You can now view your report the way you set it up. You can make any updates to this using the pivot table options. Right click on the pivot table and choose refresh to refresh the pivot table data if needed. Since the Pivot table is on it s own sheet, simply delete if no longer needed. 20

21 V-Lookup What is V-Lookup? How to use EMIS Examples What is V-Lookup? The V-Lookup function in Excel will lookup and retrieve data from a specific column in a table. Lookup values must appear in the first column of the table, with lookup columns to the right. In this example, we are going to: Use V-Lookup to insert the district name using the IRN number Use V-Lookup to verify staff years of experience Start by opening your FTE-Detail report from the data collector and apply your macro to format it. 21

22 Using V-Lookup to add District Names When generating reports, it can be helpful to include the names that are associated with the district IRN. In this example, we will add the district of residence name to the FTE detail report. Generate a list of IRNs and district names from OEDS. Choose OEDS Data from the menu Generate a list of IRNs Under District, check Public District and choose Generate Report Open the report in Excel 22

23 Prepare FTE Report for V-Lookup Add a column to the right of the District of Residence IRN column, Column S. Do this by right-clicking Column T, and choosing Insert. Name this column as desired Use the Wizard to Write the Formula With your cursor in cell T2, use the Insert Function button to open the function arguments dialogue box. Choose V-Lookup from the list and choose OK. 23

24 Use the Wizard to Write the Formula cont d State the function arguments. In the Lookup_Value, choose the District of Residence IRN from your FTE detail spreadsheet (Cell S2). Click into the table_array box and go to the OEDS export. Use your cursor to select all IRN numbers and names. Use the Wizard to Write the Formula cont d In the column index number, we specify which column of data in our selection we want returned to us. Since we want the district names, we will put a 2 because this is in the second column of our table array. 24

25 Use the Wizard to Write the Formula cont d The range lookup is false. Verify the preview makes sense Click OK View District Names You can now see the names populated in cell T2. Double click on the green square in the bottom right hand corner to populate the names in the whole column. 25

26 Copy & Paste Values When you use V-Lookup, the values you are seeing are actually a part of a formula. To keep this data there, no matter how we may re-arrange our spreadsheets, we need to copy and paste values. Copy Column T and paste it back in column T, using Paste Values. V-Lookup for Staff We are going to use V-Lookup to verify teacher years of experience. Open the CI and CK from the data collector. 26

27 V-Lookup for Staff On the CK, in Column AH, add the header Years of Experience. V-Lookup for Staff With your cursor in cell AH2, use the Insert Function button to open the function arguments dialogue box. Choose V-Lookup from the list and choose OK. 27

28 V-Lookup for Staff The lookup value is cell F2, where the staff ID is. The table array is everything from the CI record. Starting with the staff ID in column J and ending with years of experience in column Q. Use your cursor to make this selection. The authorized years of experience is the 8 th column in our selection. Range lookup is false. V-Lookup for Staff Once your formula looks right, click OK. Double click this green square to fill the formula all the way down 28

29 V-Lookup for Staff Copy & Pasta values. You could then go on to filter or sort by position code. This gives you a nice report to have verified. Questions? 29