Excel: Basic Data Analysis. Tutor: Pan Hong Date: Sep 6, 2016

Transcription

1 Excel: Basic Data Analysis Tutor: Pan Hong Date: Sep 6, 2016

2 Excel Application

3 File Download Tutorial Webpage

4 Reviewing Tabular data Column: field Row: record Edit Formatting cells on one column Input using form Freeze panes: on table header

5 Basic Data Analysis Sorting Filtering Subtotal Table Pivot Table

6 Sorting From menu Field select: assume data neat and complete Sort Warning: expand Cell pinning // Ctr + A: whole table selection Note: All data analysis operation: first step (in case of incompleteness) Custom Sort Add Level: multi-key in sequence of importance Order: custom list To define: File -> Options -> Advanced -> General

7 Filtering Only display rows satisfying constraints, hide others Autofilter Dropdown lists Multi-column filtering: result reported in status bars Content sensitive Text Filters Date Filters Number Filters:Top-10 items / percentage Custom filter: relation operation Copy filtering result: Ctrl+A; insert into a new worksheet Cancel Single column: dropdown lists -> Clear Filter From Quit autofilter from menu: press button

8 Advanced Filtering Criteria definition And / Or : exact match to the field names Dialog box List range Criteria range: established explicitly Copy to another location Unique record only Using Computation Blank headings Wildcards * Asterisk sign matches a string? Question mark matches a single character

9 Subtotal (1) To particular field Classification Statistics Note: sorting on that field (column) first Dialog box At each change in Use function Add subtotal to Result: multi-level; tree structure

10 Subtotal (2) Copy subtotal result To select the result area first Menu: Home -> Find & Select -> Go to special -> visible cells only Copy-paste Multi-level subtotal Note: to select the whole table first Priority rating Sorting on multi-column according to priority (necessary!) From top to bottom to set subtotal Replace current subtotals: uncheck Remove subtotals

11 Table New feather in Version 2010 Create table Area select first Menu: Insert -> Table Auto-filter by default Tool Tab appears: Design Tools: Remove Duplicates External Table Data Refresh: Special range; related table get update simultaneously Table Style: total row Quit Table Menu: convert to range

12 Pivot Table Data summarization tool To create interactive summary from massive records From plain to structured To reveal implicit relation among data Easy to use Set up and change the summary's structure by dragging and dropping fields Formula definition unnecessary

13 Create Pivot Table Pivot-table/pivot-chart wizard (Menu: Insert Tables) Data source Other source: SQL Server, Oracle Table or range Report position Pivot-table Tools: adaptive menu Options Design Field list pane Layout design: drag and drop Report filter fields, row fields, column fields, value fields Note: field name button s position Pull-down list & button

14 Layout Modifying Design principle: self-clear Four Areas Mouse Usage Drag and drop field button To change sequence To add or remove Menu Options Active Field Name Field Settings Expand and Collapse

15 Pivot Table Update Source data changed Refresh manually from menu Configuration Pivot Table Options -> Data Refresh on open

16 Pivot Table Format Applying From menu Design Undo Layout Styles Quick Access Toolbars Ctrl + Z

17 Pivot Chart Synchronized with pivot table Interactive chart To create from menu Chart Type Category axis and Series axis chosen automatically PivotChart Tools Design Switch row/column Layout Lables and Axes

18 Other Analysis in Excel Data Table 模拟运算表 What-if Analysis Scenarios 方案 Goal Seeking 单变量求解 Solver 规划求解 Add-Ins Analysis ToolPak 分析工具库 Statistics

19 Thanks!