“Excel” with Data
Adam Little
Catharine Reeder
Charts
• A simple chart in Excel can say more than a sheet full of number
• Chart types: line, column, pie, bar, area, scatter, trendline, sparkline, etc.
Charts (cont.)
• Insert  Charts  Line or Area Chart  Line with Markers
Charts (cont.)
• Changing Chart Type
• Click on Chart  Design  Type  Change Chart Type
• Click Column  OK
• Switch Row/Column
• Click on Chart  Design  Data  Switch Row/Column
PivotTable
• Bill Jelen (a.k.a. Mr. Excel)
• No other tool in Excel gives you the flexibility and analytical power of a pivot table.
• Powerful
• Fun
PivotTable (cont.)
• Important rules
• Data organized into columns with headings
• No empty columns or rows
• Consistent data (dates in date column, numbers in number column)
• “PivotTable data” worksheet
• Insert  PivotTable
PivotTable (cont.)
• Designing Your Pivot Table
• Select PivotTable Field
• Drag the selected fields into appropriate area
• Filters
• Columns
• Rows
• Values
PivotTable (cont.)
• Rows: Date, Salesperson
• Column: Item
• Values: Quanity
PivotTable (cont.)
• Updating PivotTable
• Delete line 694-723
• On Sheet 2
• Analyze  Data  Change Data Source
• Analyze  Data  Refresh
PivotTable (cont.)
• Who had the most amount of sales?
• Who sold the least amount of Washing machines?
• Which item made the most amount of money?
Advanced Formulas
• VLOOKUP(1,2,3,[4])
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2.
3.
4.
Value you want to search for, in the first column of supplied data
The data table reference
Column number of the return value
TRUE/FALSE: optional logical argument
• TRUE: if system cannot find an exact match, it finds the closest match below the supplied value
• FALSE: if system cannot find an exact match, it returns an error
• The lookup values MUST be in alphabetical/numerical order
Advanced Formulas (cont.)
• VLOOKUP (cont.)
• Select VLOOKUP sheet
• C2 enter =VLOOKUP(B2,$K$2:$M$6,3,TRUE)
• $: mean the column/row in absolute
• AutoFill down
Advanced Formulas (cont.)
• DATEDIF(1,2,3)
1. Starting Date
2. Ending Date
3. Unit you want returned
• “Y”: Years
• “M”: Months
• “D”: Days
• Not part of the original Excel programming, no help text
Advanced Formulas
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ISBLANK
IF
AND
SUMIF
SUMIFS
AVERAGEIF
AVERAGEIFS
COUNT
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COUNTA
COUNTIF
COUNTIFS
LEFT
RIGHT
MID
DATEVALUE
Protect
• Encrypt an Excel file with a password so that it requires a password to
open it
• The workbook structure, users cannot insert, delete, rename, move, copy,
hide or unhide worksheets anymore
• Lock cells in Excel if you want to protect cells from being edited
Protect (cont.)
• Protect Workbook
• Review  Changes  Protect
Workbook  Enter Password
• Protect Sheet
• Review  Changes  Protect Sheet
 Enter Password
Protect – Lock Cells (cont.)
• Lock Cells
• Default – Locked
• Select cells to unlock  Right click
 Format Cells  Protection tab 
Uncheck ‘Locked’
Protect – Read-only Workbook (cont.)
• Read-only Workbook
• Save As  Tools  General Options
 Enter passwords