SESSION 9: Data Entry
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- Donald Reeves
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1 Data Entry 74 SESSION 9: Data Entry 9.1 Introduction and general principles for entering data using Excel Excel is a powerful tool to extract meaningful information and insights from the data you have collected (from surveys, trials, experiments etc.) For any of this to be meaningful however, it is essential that the data is entered as accurately as possible. Here we will give some guidelines to help you enter your data as accurately and usefully as possible. The single most important element of data entry is the person entering the data the process can be repetitive and boring so they must make great effort to concentrate and remain focussed. This is something you may not be able to control. Here are we present some tools that Excel has built in that can help. We also give some general guidelines on how to lay out your data so that you can make the most of it when you are analysing. NB. To minimise the chance of errors during the data entry process it is really worth putting in time and thought to design your data entry forms on Excel well. 9.2 Layout and formats Rows: One row should contain all the information available for one experimental unit. For example if you are collecting parasitological data for school children, one row should contain all the information for one child. If you are collecting school level data (location, number of pupils etc.) one row should contain all the information for one school. Columns: One column should contain all the data available for one variable (eg. Age, Number of Hookworm eggs). The format of data in each data should be consistent if a variable is a number, all values entered in this column should be numbers Experimental units (schools in this case) 2 Variables
2 Data Entry Data Validation Functions What is data validation? Data validation in excel are a series of methods that allow you to place restrictions on the type of data that can be input to cells. You can configure this so that incorrect data is prevented from being recorded, or so that a warning message is produced if the user enters incorrect data. Excel provides a large range of data validation options. Here we do not provide an exhaustive list of the many functions available, we will show you how to find the options and demonstrate a couple of the techniques. We will also show you where to find guides to all the various options. We will refer to variables in the practice dataset throughout this demo but these techniques are of course applicable to any type of data that you have. Here are some of the things you can do with data validation (taken from Excel help pages): Restrict numbers outside a specified range For example, you can specify a minimum limit of deductions to two times the number of children in a particular cell. Restrict dates outside a certain time frame For example, you can specify a time frame between today's date and 3 days from today's date. Restrict times outside a certain time frame For example, you can specify a time frame for serving breakfast between the time when the restaurant opens and 5 hours after the restaurant opens. Limit the number of text characters For example, you can limit the allowed text in a cell to 10 or fewer characters. Similarly, you can set the specific length for a full name field (C1) to be the current length of a first name field (A1) and a last name field (B1), plus 10 characters. Validate data based on formulas or values in other cells How do you apply data validation To apply data validation to a column, highlight a column by clicking on the column description at the top of the worksheet (A, B, C etc.) Then go to the Data ribbon and click on Data Validation
3 Data Entry 76 This will give you a menu that looks like this: This lets you select what type of data you want to be entered eg. Integers, text, date, time. You can also specify custom data types with functions. With this you can specify if blank cells are allowed Here you set what range of data is allowed (eg between 1 and 10 only)
4 Data Entry 77 The Input Message option lets you create a message that shows up when a cell is selected. This can be useful to remind the person entering data what sort of data they should be entering.
5 Data Entry 78 The Error Alert page lets you set what happens if incorrect data is entered. You can stop the data from being entered or you can create a warning message and allow the data to still be entered. Demo: Applying data validation to CCA information We know from the protocol that the CCA results must be a whole number from 0 to 4. We will apply these restrictions to the CCA column. 1. Go to the first cell under the CCA variable heading (cell N2) and press Ctrl+Shift+Down arrow to highlight the whole column. 2. Go to the Data ribbon and select Data Validation 3. Select Whole Number between 0 and 4:
6 Data Entry Write a suitable input message 5. Write an error message 6. Click OK and try inputting some data into the CCA column. What happens when you write incorrect data?
7 Data Entry Lists depending on the value of another cell It can happen that the possible values of a cell depend on the option chosen for another cell. E.g. if we have two columns, one for the name of the region, one for the name of the district it would make sense to offer only the districts within the region which was chosen in the Region column. This is possible with the INDIRECT function. To define a data validation for the Entry Sheet depicted above create a separate worksheet with the name lists. 1. Now go to the worksheet lists and create a list of the possible region names as depicted alongside. When you are done highlight the region containing the list values and assign the name Region to it. Type the name Region into this field. 2. Now create a list of district names for RegionA, giving this list exactly the same name as the corresponding entry in the region list, namely RegionA. This is the list of districts in Region A. This list has the name RegionA. 3. Do the same for RegionB and RegionC, again naming the regions accordingly. 4. Now go to the entry sheet worksheet and highlight the cell below Region. Click Data Validation on the Data ribbon and choose List in the Allow field on the Settings tab. Put the cursor into the Source field, click on the minimise button and highlight the cell region with the name Region on the Lists worksheet which contains the region names.
8 Data Entry To define a list of entry options for District now, again choose the List option in the Data Validation dialog. However, in the Source field enter = INDIRECT(A2) with A2 referring to the region chosen for this row. 6. The options for District should now depend on the value chosen for Region as shown on the right. Now you: Explore the options Explore the options with the other variables and try to design suitable data validation restrictions. For more information you can use the built in help function: On the top right of the screen you will see the? symbol Open the help box and type data validation and click the first option Apply data validation to cells.
9 Data Entry 82 This will give you detailed guidelines on all the options available.
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