Excel 2016 Tables Rylander Consulting www.RylanderConsulting.com [email protected] 425.445.0064 Excel 2016 Tables i Table of Contents Tables ............................................................................................................................................................. 1 AutoFilters ................................................................................................................................................. 2 Table Tools Design Tab .............................................................................................................................. 3 Add a Total Row ......................................................................................................................................... 3 Add a Column Total ................................................................................................................................... 5 Formatting Table Data ............................................................................................................................... 5 Banded Rows and Columns ................................................................................................................... 5 Apply a Different Table Style ................................................................................................................ 5 Delete Duplicate Data ................................................................................................................................ 6 Automatically Extend a Table .................................................................................................................... 7 Automatically add Rows to a Table ....................................................................................................... 7 Automatically Extend Conditional Formatting to new Table Rows ........................................................... 7 Automatically Freeze Panes to Show the Heading Row ............................................................................ 7 Automatically Set up Range Names for the table and for each Column in the Table ............................... 8 Adding New Formulas to Tables ................................................................................................................ 8 Resize Table ............................................................................................................................................... 8 Convert to Range ....................................................................................................................................... 9 Select Columns, Rows or the Entire Table ................................................................................................. 9 Using Right Click .................................................................................................................................... 9 Using the Mouse ................................................................................................................................... 9 Table Tips ................................................................................................................................................. 10 Create a Key Field ............................................................................................................................... 10 Quick Analysis .......................................................................................................................................... 10 Appendix A – Excel 2013 & 2016 Table Functions .......................................................................................... 1 Appendix B – Excel 2016 Shortcut Keys .......................................................................................................... 1 Version 11072016_1145 © Rylander Consulting Excel 2016 Tables 1 Tables To more easily manage related data, you can turn a range of cells into a Microsoft Office Excel table. A table is a series of rows (records) and columns (fields) that contains related data that is managed independently from the data in other rows and columns in the workbook. Intelligent tables have the following optional benefits: Automatically add AutoFilter drop-downs to the headings which allows you to: − Sort tables in ascending or descending order or by color, or you can create a custom sort order. − Filter tables to show only the data that meets the criteria that you specify, or you can filter by color. Toggle a Total Row on or off with a single click. Quickly add a Total Column which will copy new formulas to all cells in the column. Add banded row or column formatting with a single click Easily add or change a table style. Remove duplicate rows with a single click. Automatically extend the table when new data is added below or to the right of the table. This will also affect any formulas, charts, PivotTables, etc. based on the table. Extend conditional formatting to new table rows. Automatically freeze panes to show the heading row. Automatically set up range name for the table and for each column in the table. Exercise: Create a Table 1. Click in a cell in your data. 2. Select Insert, Table and the Create Table dialog box will appear; or Version 11072016_1145 © Rylander Consulting 2 Excel 2016 Tables 3. Select Home, Format as Table on the styles group. Select a style and continue with Step 4. 4. Select the My table has headers if appropriate and click OK. The table is now defined. By default, every column in the table has filtering enabled in the header row so that you can filter or sort your table data quickly. This is how your table is displayed: AutoFilters are automatically applied to each column AutoFilters AutoFilters are the drop-down arrows in each of the column headings that allow you to sort tables in ascending or descending order or by color, or you can create a custom sort order. They can also filter tables to show only the data that meets the criteria that you specify, or you can filter by color. See AutoFilter below. Version 11072016_1145 © Rylander Consulting Excel 2016 Tables 3 Table Tools Design Tab A new context tab appears for to use in tables. This makes most functions available with a single click. Add a Total Row Add a total row to your table that provides a drop-down list of aggregate functions for each total row cell. A sizing handle in the lower-right corner of the table allows you to drag the table to the size desired. 1. Check Total Row in the Table Tools Design toolbar to add a Total row. 2. The total row is automatically added and a drop-down appears for you to select which function you want to use. 3. Select the Sum function. Then drag the fill handle across to fill the function to the other cells. Tip! Version 11072016_1145 © Rylander Consulting You can insert more than one table in the same worksheet. 4 Excel 2016 Tables When you choose a function from the list, what you get is the SUBTOTAL function, where the first argument is the function, and the second argument is the Table column data. In the picture below, 109 represents the Sum function, and [Jan] is the data. Excel inserts this formula automatically when you select Sum from the drop-down list. Below is a table that displays the numbers used for a variety of Functions using the SUBTOTAL function. IMPORTANT! Using SUBTOTAL in the Total Row means that when the Table is filtered, the function will give the correct answer. If you change the Function to =SUM instead of =SUBTOTAL, the Total row will always give you the total of all values including those that are filtered and/or hidden. If you toggle the Total Row off, Excel will remember the function and it will appear again when you toggle the Total Row back on. Version 11072016_1145 © Rylander Consulting Excel 2016 Tables 5 Add a Column Total 1. Type the word “Total” in cell N4. Notice that Excel automatically expands the table to include the new column. 2. Select cell N4 and click the AutoSum tool on the Home tab. Excel displays the function in cell N4. When you press Enter to enter the function, Excel automatically copies the formula all the way down the column! Formatting Table Data Banded Rows and Columns 1. Select First Column. See how quickly the first column is bolded. Apply a Different Table Style Hover over the different styles to determine which style you wish to apply. Live preview will display the table in the new style. The new style will not be applied until you click to select it. Use the arrows on the right of the style group to scroll through the styles or display them all at once. Version 11072016_1145 © Rylander Consulting 6 Excel 2016 Tables Delete Duplicate Data It is now very easy to remove duplicate data in a table. Notice there are duplicates in the table below. 1. In the Table Tools Design tab, select Remove Duplicates. 2. Select which columns you wish to check for duplicates and click OK. 3. A message appears telling you how many duplicates were removed. Notice all the duplicates were removed. Click OK. Version 11072016_1145 © Rylander Consulting Excel 2016 Tables 7 Automatically Extend a Table Add a blank row at the end of the table, include adjacent worksheet rows or worksheet columns in the table, or insert table rows and table columns anywhere that you want. Automatically add Rows to a Table 1. Select the last cell in the table (above the Totals row) and press Tab. A new table row is created above the Totals row; or 2. If there is no Total Row, you can also just start typing in a row adjacent to the last row of the table to add it to the table; or 3. Use the arrow in the bottom right corner of the table and drag it to the new table dimensions. You can only drag one direction at time (add rows and then columns). You can also delete rows and columns as needed. Automatically Extend Conditional Formatting to new Table Rows If you have applied conditional formatting, it will automatically be added to new rows. This example shows a new Ice Cream row being added. There was already conditional formatting on this column that highlighted all values above 850 in green. Automatically Freeze Panes to Show the Heading Row Notice the headings take the place of the column letters as they scroll off the screen. IMPORTANT! These headings only appear if a cell in the table is active. Version 11072016_1145 © Rylander Consulting 8 Excel 2016 Tables Automatically Set up Range Names for the table and for each Column in the Table Instead of using cell references, such as A1 and R1C1, you can use structured references that reference table names in a formula. Notice [Jan] is the range name used in the SUBTOTAL Function below. Adding New Formulas to Tables Excel 2013 and 2016 use nomenclature for the formula references in a Table and it will copy a formula down an entire column when you press Enter. Look at the sample formula below. Tip! To stop Excel from automatically copying formulas down a column, press Undo immediately after it copies the cell. It will undo the copy, mark the cell with a green flag showing it is inconsistent with the remainder of the column and will not copy down formulas in that column in the future. Resize Table If you want to resize the table: 1. Click in the table and select Resize Table on the Table Tools Design tab. Select the new range for the table. Version 11072016_1145 © Rylander Consulting Excel 2016 Tables 9 Convert to Range If you want to remove the table feature from the range: 1. Click in the table and select Convert to Range on the Table Tools Design tab. Select Columns, Rows or the Entire Table Using Right Click 1. Right click on a cell in the table and choose Select. 2. Choose the type of selection desired. Using the Mouse 1. Point to the top of the table. When your mouse turns into a black arrow: click once to select only data, click twice to select data with headings and totals. 2. Point to the left side of the table and click to select the entire table row. 3. Click in the upper Left Corner of the table once to select the table data and twice to select the entire table. Version 11072016_1145 © Rylander Consulting 10 Excel 2016 Tables Table Tips Create a Key Field You may want to create a Key for your table. A key is a field with a unique identifier (i.e. employee or item number). If you create a Key field before creating a table it will be easy to sort the data back to its original order. It is easy to create a key using the fill handle. Quick Analysis Version 11072016_1145 © Rylander Consulting Excel 2016 Tables Appendix A – Excel 2013 & 2016 Table Functions Version 11072016_1145 © Rylander Consulting 1 Excel 2016 Tables 1 Appendix B – Excel 2016 Shortcut Keys Function Keystroke/Mouse Entering Data Function Keystroke/Mouse Cursor Movement In Multiple Cells Select Cells and Type Text Press Ctrl + Enter; or Type Text and Drag the fill handle (lower right corner of cell) Extend Months Type Jan, Drag fill handle for Jan, Feb, etc. Current Date/Time Ctrl + ; / Ctrl + : Wrap text in a cell Alt + Enter Enter (stay in cell) Ctrl + Enter Modifying Sheet Beginning of Sheet Last Used Cell Beginning of Row End of Row Ctrl + Home Ctrl + End Home End Tables Create from a Range Ctrl + T Formulas Change Column Width or Row Height Drag or double-click line between column or row headings Making Cell Absolute F4 Keep Rows and Columns from disappearing Click below and to the right of rows and columns you wish to freeze. View, Freeze Panes, Freeze Panes AutoSum Select the cells where the total is to appear. Select Home, AutoSum. Copy a formula down Click on cell you wish to copy. Shift + Double Click on Fill handle Formatting Select Cells/Row/Columns Bold Ctrl + B Using keystrokes Use Shift + any Cursor Movement Key Underline Ctrl + U Current Region Ctrl + A Italics Ctrl + I Column/ Row Ctrl + Spacebar/ Shift + Spacebar Contiguous cells Click in the first cell and Shift + Click in the last cell Entire Worksheet Ctrl + A (2x) or (3x) if in a table Non-contiguous cells Highlight the first range of cells, then Hold the Ctrl key down and highlight each of the subsequent ranges of cells. View/Hide Formulas View/Hide Formulas Ctrl + ~ Edit Worksheet & Workbook Commands Edit F2; or Double click in cell; or edit in Formula Bar. Save a Workbook Ctrl + S Undo Ctrl + Z Previous Worksheet Ctrl + Page Up Go To Ctrl + G; or type the cell address in the Name Box of the formula bar and press Enter. Next Worksheet Ctrl + Page Down Active Cell Ctrl + Backspace Previous Workbook Ctrl + Shift + F6 Fill Down: Ctrl + D; Right: Ctrl + R Next Workbook Ctrl + F6 Comments Move/Copy Create Right click in desired cell. Select Insert Comment and type Comment Copy (Ctrl + C) Select Cells, Home, Copy Select Destination, Home, Paste or Enter Delete Comment Right click on desired cell. Select Delete Comment Cut/Move (Ctrl + X) Select Cells, Home, Move Select Destination, Home, Paste or Enter Edit Comment Right click on desired cell. Select Edit Comment Paste (Enter or Ctrl + V) Ctrl + V to Paste Multiple times; or Enter - to paste and remove the marquis Print Comments View, Comments File:Page Setup, Click Sheet Tab Select As Displayed on Sheet Copy from Above Ctrl + ‘ Version 11072016_1145 © Rylander Consulting
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