CHAPTER TWO: SPREADS HEETS WITH EXCEL 1

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1 CHAPTER TWO: SPREADS HEETS WITH EXCEL 1 CHAPTER 2 SPREADSHEETS WITH EXCEL TOPIC Create Pivot Tables Create and Modify Charts Sort and Filter

2 CHAPTER TWO: SPREADS HEETS WITH EXCEL 2 CREATE AND MODIFY CHARTS 1 LESSON Charts are easier to interpret and remember than text and figures displayed in a worksheet. Therefore, users create various types of charts for help in using the data in the worksheet. It is important to understand these parts of charts. horizontal axis and the y-axis is the vertical axis. Remember the x-axis is the Parts of Chart Chart area Title Vertical axis Axis title Legend Horizontal axis Axis title Category

3 CHAPTER TWO: SPREADS HEETS WITH EXCEL 3 Modify a Chart Use Chart Tools Design tab to modify design elements such as styles Use the Chart Tools Layout tab to modify layout elements such as titles and labels Use the Chart Tools Format tab to insert and format graphic objects

4 CHAPTER TWO: SPREADS HEETS WITH EXCEL 4 SORT AND FILTER 2 LESSON Sort a Worksheet Sort a single column using the Sort & Filter list o Options vary by data in selected column Sort multiple columns using Sort dialog box Filter Worksheet Data Use a filter to display and work with a subset of data Apply filter to data from Sort & Filter list Column headings display filter arrows Filter arrow

5 CHAPTER TWO: SPREADS HEETS WITH EXCEL 5 Click filter arrow to select filter options o Click (Select All) to deselect all boxes o Click in one or more boxes to display only rows that contain those entries Click Text Filters (or Number Filters) to see additional filter options Click Custom Filter to create a more complex filter in the Custom AutoFilter dialog box

6 CHAPTER TWO: SPREADS HEETS WITH EXCEL 6 CREATE PIVOTTABLES 3 LESSON A B O U T P I V O T T A B L E S Use a PivotTable to summarize large amounts of data Create several reports to see different views of same data Use PivotTable styles for impact Create a PivotTable 1) Click in the data to use for PivotTable 2) Click Insert Tables PivotTable to open dialog box o Verify the data range o Choose where to place the PivotTable If the Table/Range box contains the incorrect range, click the Collapse Dialog button to correct the range.

7 CHAPTER TWO: SPREADS HEETS WITH EXCEL 7 3) Click boxes in the PivotTable Field List to add fields to the report o Select fields in the order in which they should display in the report For more control over where fields appear in the report, drag the fields to the desired location. Work with PivotTable Data 1) Click plus to display hidden data or minus to hide data 2) Display Value Field Settings dialog box to: Change field name Change calculation type Change number format

8 CHAPTER TWO: SPREADS HEETS WITH EXCEL 8 Filter a PivotTable 1) Click arrow to right of row label column heading a. Select field to filter b. Deselect (Select All) and choose criteria 2) Use a slicer as an alternate way to filter data Choose the field for the slicer and then select entries to display only the data for those items.

9 CHAPTER TWO: SPREADS HEETS WITH EXCEL 9 CLASS ACTIVITY Activity 2.1 Create Column Chart a) From the Chapter2 Data file folder, open sales. Save it Excel A1. b) Select the appropriate cells and create column chart. Use the default Layout and Style 2. Chart Title : Yearly Unit Sales Report Horizontal axis title : Units Vertical axis title :Representative c) Format the chart area texture fill using Parchment; border color : brown border style : accent 4 with 3.5 pt, double with rounded corner d) Format the vertical axis options to diplay units in thousands. e) Insert a textbox, type the text Sales Award. Format with Ice Blue, Background 2 fill; apply border color and accent glow effect of your choice. Activity 2.2 Sort a Worksheet with More than 1 Criterion a) From the Chapter2 Data file folder, open sessions. Save it Excel A2. b) Select the cells c) Sort by Instructor is ascending order. d) Click Add Level. e) Then sort by room in ascending order f) Then sort by fee in descending order.

10 CHAPTER TWO: SPREADS HEETS WITH EXCEL 10 Activity 2.3 Create Pivot Table a) From the Chapter2 Data file folder, open applicant tracking. Save it Excel A3. b) Create a PivotTable that displays the following fields as row labels: Recruiter Name, Last Name, Status of Application and Date Resume. Change the layout to Outline. Rename the sheet tab as PivotTable A. c) Create another Pivot Table. For Row label : Source of Applications For Column Label and Value box : Positions Applied What were the two leading sources of applications? What was the primary source for the management trainee position? Rename the sheet tab as PivotTable B. d) Create another Pivot Table. For Row label : Last Name and First Name For Column Label and Value box : Status of Application How many complete applications do you have? How many total applications do you have? Rename the sheet tab as PivotTable C. e) Using the slicer feature, filter the Pivot Table C, to display the documents needed by Younger.

11 CHAPTER TWO: SPREADS HEETS WITH EXCEL 11 Let s Apply It. Excel 1 Sort 1) Open inventory and save it as Excel-Lab1. 2) Select row 3; freeze panes. Scroll down the worksheet so that row 60 displays immediately below the column headings on row 3. 3) Type the new inventory shown below Bonus room Pool table 3000 Bonus room HD television SS T ) Sort the inventory by room in ascending order and then by item in ascending order. Excel 2 Pivot table 1) Open sales analysis, and save it as Excel-Lab2. 2) Create the following Pivot Table as new worksheets 3) Display the State field in the Row Label box; Display the Commercial, Residential and Student fields in the Value box. Choose Average calculations. What were the average sales for each customer type by state? Format the customer sales as Currency and 0 decimals. Rename the sheet tab as PivotTable A. 4) Add the Representative field in the Row Label box; Use the slicer to filter the show TN only. Choose MAX calculations. Which sales representative had the maximum sales for each customer type? Copy the PivotTable A and Rename it as PivotTable B. 5) Create another Pivot Table. Select the field State as the row label. Select S-1, S-2. S-3 and S-4 in the value box. In the slicer, press CTRL and click the two states not selected to show all states. Which of the four types of service did most students purchase overall?. Rename it as PivotTable C.