Module Five: Lists in Excel

Transcription

1 Page 5.1 Module Five: Lists in Excel Welcome to the fifth lesson in the PRC s Excel Spreadsheets Course 1. This lesson introduces you to some basic database concepts. Excel uses the term list when referring to a database stored in a spreadsheet. You will explore several pre-built sample spreadsheets and make minor modifications to each sample. The spreadsheets can be found on thecomputer hard drive. Topics Database Concepts Database Terms Set Up a Database Sort Data in a Spreadsheet Filter Data in a Spreadsheet Split Window Freeze Titles Print Selected Areas Exercises Exercise A - Sort the Auto Mileage Spreadsheet Exercise B - View the Budget Spreadsheet Exercise C - Filter the Movies Spreadsheet Summary Objectives Select and sort data in a spreadsheet Split the spreadsheet window and freeze column and row titles Print selected portions of a spreadsheet

2 Page 5.2 Database Concepts A spreadsheet is a collection of rows and columns. In Microsoft Excel 2007 a spreadsheet can contain 16,384 columns and 1,048,576 rows of information. The columns are lettered A, B, C, etc., ending with XFD. The rows are numbered 1 through Every cell in the spreadsheet has an address created by combining the column letter with the row number. In the example shown in Figure 5.1, cell A1 is selected, the first column and the first row. Figure 5.1 An empty spreadsheet layout A database is a collection of related information that is organized for a particular purpose. Examples of databases might include your address book, a store s inventory, information about a collection (art, music, coins, baseball cards) or a club membership list. It is no coincidence that the layouts of an empty spreadsheet and an empty database should look so similar. Figure 5.2 An empty database layout

3 Page 5.3 Database Terms The various pieces of information that relate to one individual or one item are called a database record. A record consists of multiple fields. If the database is designed for use as an address book, the field names might be First Name, Last Name, Address, City, State and Zip. The data entered in each field is called an entry. For example: Figure 5.3 A database record Database: Record: Field Name: Field or Entry: List: Table: Friends Addresses Barrow/Ed/319 N Washington/Hinsdale/IL/60521 FirstName Ed All the entries in a column, ends in an empty cell All the entries in all the columns which touch each other It is important to remember that although Excel can do many tricks acting like a database, at heart it s still a spreadsheet. It only understands you want to use it as a database because of certain patterns it senses as you enter data. The most important of these patterns is the creation of a header row. Look closely at Figure 5.3. How does Excel know that Street is a Field Name and not an Entry? How does Excel know that Hinsdale is an Entry and not a Field Name? You tell Excel by formatting the first row in a way which is significantly different from the rest of the entries. In Figure 5.3, Field Names are Bold and Red while Entries are Plain and Black. The next most important pattern is how you tell Excel what the boundaries of the database are. This is done by using empty cells. Excel first reads fields from left to right. When it encounters a completely empty column of cells it interprets that as the right edge of the database. Then it reads top to bottom. When it reaches a row of completely empty cells it interprets that as the bottom edge of the database. So you tell Excel about the size of the database by how you locate empty cells empty cells are good for something after all! Microsoft has to walk a thin line with databases because it sells a dedicated database program called Access. This drives some behavior that is otherwise inexplicable. Suppose your database has only one column in it (kind of a funny database just play along for a minute). This is a one-dimensional database, topped with a column header and bottomed with an empty cell. Excel calls this a List. Now suppose your database has several columns. This is a twodimensional database, topped with a header row, bound on the right side by an empty column, bottomed by an empty row. Excel calls this a Table. You need to know these terms if you ever have to query Help. If you try to look in Help for database, you will find a lot of material about how Excel and Access work together, material that probably won t help you at all.

4 Page 5.4 Set Up a Database Before creating a database, first you have to determine the purpose served by the information, and then you need to set the categories (Field Names) you will need in reports or that you want to use to sort or select specific records. The purpose limits the information relevant to an individual or item in the database. Think of yourself for a moment. There is address information that can be associated with your name. But there is also financial, physical, work history, and lots of other kinds of information associated with your name. If all of it is put into a single database, each kind or type of information adds its dimension. Multi-dimensional databases can get very complicated in Excel. Excel is good for two-dimensional Tables it needs some limits in order to be its most effective. Setting categories depends on the purpose. For some purposes it is enough to have a field name called Name. For other purposes you may want to have fields for First Name, Last Name, Title, etc. For example, if you wish to be able to use only the first name in the salutation of a letter, you would set up your database with separate first and last name fields. While it is possible to retreat and correct errors in setting Field Names, it is often very time consuming. A really useful database reflects good planning. Sort Data in a Spreadsheet The information in a database can be sorted and records can be selected that match certain criteria. Sorting the information in a spreadsheet is very easy. First, select the range of cells you want to sort. Second, select the Sort &Filter button on the Home tab, Editing group or the Sort command on the Data tab, Sort & Filter group menu. Figure 5.4 The Ascending and Descending Sort/Filter button on the Home tab

5 Page 5.5 Figure 5.5 The Sort command on the right click Menu There is one important caution to mention, it is best illustrated with an example. Consider a name and address table like that shown in Figure 5.3. It is often convenient to keep such a table sorted in alphabetical order by last name then by first name. If you sort only column A without sorting the rest of the table you will decouple last name from the other elements that make up the complete name and address the table will become useless. This error occurs so often, and has such dire consequences, that Excel will issue a warning before it executes the sort. Figure 5.6 Sort Warning in cases of incomplete data selection Most likely you want to sort all the columns of information together. Accepting the default option to expand the selection is probably what you want. But Excel will only expand the selection to include columns containing data which are touching (contiguous). If your table contains a column which is empty, Excel interprets that column as a boundary of the table and the expansion will not include data in columns on the far side of that empty column. Thus, if you get this warning it is recommended that you Cancel the sort, reconsider what your intent is, and reselect the data to be sorted. An empty column within a table causes problems. If you select a single cell in the table and then initiate the sort from the Data tab, Sort & Filter group instead of one of the Sort Data/Filter button on the Home tab, Excel will highlight its interpretation of the table. It s a quick visual check to see if Excel is about to give you what you really want. With all the cautions out of the way, you are almost ready to sort your information.

6 Page 5.6 Figure 5.7 The Sort dialog box When you created the table, did you also create column headers (Field Names)? When you selected the information to sort, did you also select the column headers? If the answer to these is yes, you probably do not want to sort the titles with the information and you should accept the option that My data has headers. If the formatting of the header row is the same as the rest of the table then Excel will assume there is no header row and the default offered will be ho header row. You will need to change that option if, in fact, your selection has included a header row. Figure 5.7 shows the Field Names Last Name and First Name, both to be sorted in Ascending sequence. Multiple levels of sort are offered any time Sort is invoked. The most important, or profound, sort is at the top of the dialog box. If the sort offered here were executed, the table would be sorted first name within last name just as a phone book is sorted. If there were no column headers used then the levels of sort would be based on Column A and Column B instead of column headers. To add additional levels of sorting, click on the Add level button. If the sort did not turn out as expected, remember you can always select the Edit Menu and then select the Undo command to return the list to its original order. Filter Data in a Spreadsheet With more than 1,000,000 rows, a spreadsheet can potentially hold a large amount of data. It would be good if Excel provided a way by which you could get at some portion of that data without tripping over the stuff that is not of interest. In fact, there are two methods, filtering the data and splitting the window. A filter highlights, or lets you see, a portion of the data based on a selection criteria. You set the filter from the Sort & Filter button under the Home tab, Editing group or the Data tab, Sort & Filter group Figure Data tab, Sort & Filter group

7 Page 5.7 Figure Home tab, Editing group, Sort & Filter Button Selected The Advanced Filter is too advanced for this course, but the AutoFilter is very handy. It s a toggle switch, selected (on) or not selected (off). Figure 5.9 Database with AutoFilter selected When it s selected it puts a drop down menu at the top of every column in the database. Figure 5.9 shows a database of movies with AutoFilter selected. If you click on any of the drop down arrows the menu that drops down contains all the different values Excel finds in that column. You can then select from that menu to display only the records containing a particular value. Figure 5.10 Filtered database Figure 5.10 shows the movie database filtered for the Star Lucille Ball. Note that the row numbers where Lucille Ball is found are also shown.

8 Page 5.8 Split Window The other method of working your way through large spreadsheets is by splitting the Excel window into panes. This is done by clicking and dragging on either or both split handles located above the vertical scroll bar and to the right of the horizontal scroll bar. Figure Excel split boxes You can also create the splits in your spreadsheet by going to the View tab, Window group. Clicking on the Split command will create a split above and to the left of the current cell selected in your worksheet. Figure View tab, Window group Split command Although it can be done, splitting a window into four panes is unusual. More frequently, two panes are used,

9 Page 5.9 Figure 5.12 Four panes in one window one in which data is entered and one in which the result of entering data is monitored. For example, a spreadsheet might contain monthly accounting information with a totals column on the right (or left). Unless the column widths are very narrow or the font very small, it s difficult to fit category column, twelve monthly columns, and a total column within a single window. So the window is split in such a way that both the current month s entries can be made and the total column can be watched. Note the scroll bar arrangement in Figure Although there are four scroll bars, each scrolls two panes. For example, the bottom left scroll bar controls the horizontal movement of both the upper left and lower left panes. This might or might not be what you need it tends to be a disadvantage in using four panes as opposed to using just two panes. There is one other variation on splitting panes that helps with this problem. Freeze Titles Often when you are working several rows or columns deep in a spreadsheet you cannot see the titles of columns and rows. It would be helpful to freeze the row and column titles in their respective places and use them as a guide when you are entering data. Excel provides a command called Freeze Panes located on the View Tab, Window group.

10 Page 5.10 Figure 5.13 A sample spreadsheet showing row and column titles. You will see a horizontal and vertical solid line in your spreadsheet. These lines are a visual clue that the titles will not scroll out of sight.

11 Page 5.11 Figure 5.14 The sample spreadsheet with titles frozen To remove the freeze on the titles, select the Freeze Panes button located on the View Tab, Window group and the titles will be unfrozen. The Freeze Panes command is another example of a toggle, on/off command. Print Selected Areas A problem similar to actively working with large spreadsheets can occur when it comes to printing; that is, the need to print just a portion of the spreadsheet. For example, you may only want to print Personal Phone Numbers, but the spreadsheet contains much more. You can print a specific area of a spreadsheet by using the Set Print Area command under the Page Layout Tab, Page Setup group, Print Area button.

12 Page 5.12 Figure 5.15 A phone book sample spreadsheet First, select the area to be printed by clicking and dragging to highlight the cell range. In this example the cell range for Personal Phone Numbers is A8 through E12. Then select the Page Layout tab, Page Setup group, Print Area button and click on Set Print Area. Figure 5.16 The Page Layout tab Set Print Area selected You should preview the print area prior to the actual printing of it by selecting the Print Preview command under the Office Button, Print section. Figure 5.17 The Print Preview command under the Office Button Previewing a print before the fact is recommended for a number of reasons, but in this case it is because the print area remains in force until cleared. Clearing the print area is also executed by clicking on Page Layout, tab Page Setup group, Print Area, Clear Print Area. (see Figure 5.16, above). This method works well when the area you want to print can be selected as a single block (a rectangular range)..

13 Page 5.13 There is another way to tackle the problem when working with a large database. Go back and look at Figure 5.10 again. This is the example where Lucille Ball was the value of a filter used against the database of Movies. If the spreadsheet were printed at this point, only the records shown in Figure 5.10 would be printed. So another method is to set the values of filters in such a way that only the records you need to print are displayed by the spreadsheet. Doing a Print Preview before the actual print is still a smart idea. The following exercises will help solidify the topics taught in this lesson. The sample spreadsheets can be found on your student folder. Explore the samples and have fun making changes.

14 Page 5.14 Exercise A - Sort the Auto Mileage Spreadsheet In this exercise you will continue working on the auto mileage spreadsheet. You will sort the spreadsheet using several criteria. The spreadsheet can be found on your as 1.5auto.xls. Make changes to the spreadsheet and save it as 1.5auto_rev.xls. 1 Close all open Excel documents. 2 Using the Office Button Open sequence, open 1.5auto in the Excel Files folder To preserve the original spreadsheet, save the spreadsheet using a new name. 3 Using the Office Button Save As sequence, save the document as 1.5auto_rev in the same folder The auto mileage spreadsheet should now be open.. Set the Field Names Can you determine, by looking at the spreadsheet, whether or not the labels in rows 6 and 7 qualify as Field Names? The answer is no, in spite of looking like Field Names, but there s an easy way to check 4 Click in cell F8 to select it 5 Select the Home Tab and then select the Sort & Filter button within the Editing group. Select Custom Sort command to initiate a sort. Do not actually execute the sort. Look at the top right of the Custom Sort dialog at the checkbox next to My data has headers and see if it s selected. Look at the cells highlighted behind the Sort dialog, rows 6 and 7 are not selected to be a part of the sort. These are the indications that Excel has sensed table heading information for the sort. Look again at the cells highlighted behind the Sort dialog. Does the range include the complete table (you might have to drag the dialog off to one side to get a good look)? 6 Cancel out the sort 7 Click on the column C header. Delete column C using the Edit Delete sequence (right click) 8 Click in cell E8 to select it 9 Use the Home tab, Editing group, Sort & Filter Button, Custom Sort sequence to initiate a sort. Do not actually execute the sort yet. Look again at the range of cells highlighted behind the Custom Sort dialog box. Does the range include the complete table? The answer should now be yes. 10 Click on the drop down arrow in the Sort by portion of the dialog Note that Field Names are the headers immediately above the table in row 7. Excel ignores the labels in row 6. So although it might be clearer to break up a header, and put it into two cells stacked one above the other, for purposes of the database the Field Names in the header row must be unique. For example, suppose A6 = Departure and B6 = Destination. That would leave the Field Name City in both A7 and B7. That s a no-no because the name is used more than once.

15 Page Select the Departure City as the first sort. 12 Double check that Values is selected in the Sort on dropdown menu and A to Z is selected in the Order dropdown menu, and that My data has headers is checked in the upper right area of the dialog. Click OK. Akron should now be at the top of the table, and Topeka at the bottom Sort some of the table by Miles in descending sequence 13 Select cells A13 through cell F56 by clicking and dragging across the cells 14 Use the Data tab, Sort & Filter group, Sort button sequence to initiate a sort. 15 Click on the drop down arrow in the Sort by: selection box. Choose Column C, which is the Miles column (ensure the My data has headers checkbox is not selected this time) 16 Click on the Largest to Smallest option 17 Click on the OK button Dallas to El Paso at 633 miles should now be in row 13 Sort the spreadsheet by Hours on the Road in ascending sequence 19 Click in cell F8 to select it 20 Click on the Sort & Filter button on the Home tab, Editing group, then Custom Sort command. Sort by Hours on the Road. Honolulu should now be at the top of the table, and Dallas at the bottom Quick, wasn t it. You are responsible for correctly setting up the table if you use the sort buttons on the toolbar because the sort is all done in the blink of an eye. If things don t turn out the way you want, Undo can come to the rescue. 23 Press Ctrl+Home to return to A1. Save your work. Your spreadsheet should look like the one in Figure 5.18 Figure 5.18 Exercise A completed spreadsheet Congratulations! You have successfully completed Exercise A

16 Page 5.16 Exercise B - View the Budget Spreadsheet In this exercise you will work with the budget spreadsheet. You will split the window into panes and freeze a pane. The spreadsheet can be found on your computer as 1.5budget.xls. You will not be making any changes to the spreadsheet. 1 Close all open Excel documents. 2 Using the Office Button, Open sequence, open 1.5budget in the Excel Files folder. 3 Maximize the Excel window, then maximize the spreadsheet within the window Split the window 4 Click on the split box at the far right end of the horizontal scroll bar. The mouse pointer will look like Figure 5.19 when it s on top of the split box. Figure 5.19 Pointer symbol when over the split box 5 Drag it to the left to overlay the border between Columns C and D 6 Using the horizontal scroll bar for the right pane, scroll the pane to bring Column N into view 7 Enter into cell B4 and observe the effect on Monthly Average in cell N18 8 Click on the Undo button on the Quick Access toolbar 9 Drag the split box back to the right edge of the window and release the mouse button. The vertical split bar should disappear when you have successfully parked the split box Freeze panes 10 Restore (downsize) the spreadsheet within the Excel window 11 Resize the spreadsheet such that Columns A through G and Rows 1 through 20 are in view 12 Click in cell B4 13 Select the View tab, Window group and then select the Freeze Panes command in the Freeze Panes dropdown menu. The titles in Column A are now frozen, along with the material in Rows 1 3. Note that the split boxes have disappeared 14 Using the arrow keys on your keyboard or the horizontal scroll bar, scroll to the right and view the information for December 15 Using the arrow keys on your keyboard or the vertical scroll bar, scroll down and view the information for Income Total Unfreeze panes 16 Select any cell 17 Select the View tab, Window group then select Freeze Panes button. Within the button you will now see Unfreeze Panes command. Click it to unfreeze the panes. Print only the first six months expenses 18 Select the Page Layout tab, Page Setup group 19 Click on Orientation and select Landscape 20 Select just the area to print: click and drag through the cell range A1:G18 21 Select the Print Area command in the Page Setup group on the Page Layout tab. Click on Set Print Area

17 Page Click on the Print Preview command on the Print Menu in the Office Button 23 Verify that just Expense information is displayed then click the Close button 24 Press Ctrl+Home to return to cell A1 Removing a print area 25 Select the Clear Print Area command in the Print Area button on the Page Layout tab, Page Setup group. Congratulations! You have successfully completed Exercise B

18 Page 5.18 Exercise C - Filter the Movies Spreadsheet In this exercise you will work with the movies spreadsheet. You will print a portion of the database using a filter criteria. The spreadsheet can be found on your computer as 1.5movies.xls. You will not be making any changes to the spreadsheet. 1 Close all open Excel documents. 2 Using the Office Button Open sequence, open 1.5movies in the Excel Files folder 3 Maximize the Excel window, then maximize the spreadsheet within the window Find all the Horror movies 4 Select the Home tab, select Filter button in the Sort & Filter group. 5 Click on the drop down arrow in the Genre Field Name 6 Click on Horror in the drop down menu 7 Select the Page Layout tab. In the Page Setup group, click on Orientation and select Landscape. 8 Click on the Print Preview command on the Print Menu in the Office Button Your Print Preview should look like Figure 5.21 Figure 5.21 Completed Exercise C 9 Click on Close Congratulations! You have successfully completed Exercise B Now you can... Summary Understand basic database concepts Select, filter and sort data in a spreadsheet Divide the spreadsheet window into panes and freeze them Print selected areas from the spreadsheet using Set Print area or data filters NOTES