Carl Nixon - Data Tables And Pivot Tables Essential Excel Skills For Business (essential Excel Business For Skills Book 2)
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By Carl Nixon.
First published in 2017 by Carl Nixon T/A Excel-Expert.com, Tonypandy, South Wales, UK.
This edition first published in 2017 by Carl Nixon .
www.excel-expert.com
The right of Carl Nixon to be identified as the author of this work has been asserted in accordance with sections 77 and 78 of the Copyright Designs and Patents Act 1988.
All rights reserved. No part of this book may be reproduced in any material form (including photocopying or storing in any medium by electronic means) without written permission of the copyright holder except in accordance with the provisions of the Copyright, Designs and Patents Act 1988. Applications for the copyright holders written permission to reproduce any part of this publication should be addressed to the publishers.
Table of Contents.
Introduction.
Welcome to the follow up to the bestselling book, Learn to Use Pivot Tables in an Hour. I have now added additional tutorials on how to use Excel data tables. This should give you all the analysis tools you would ever need.
This book is based Excel 2016 which is included in the Microsoft Office 365 package. The vast majority of this book will apply to earlier versions of Excel. The only differences will be cosmetic.
I have purposely designed this book to be a reference tool that you can dip in and out of as needed. There is no need to read if from cover to cover unless you want to learn about every aspect of data tables and pivot tables.
A spreadsheet containing the example data from the exercises in this book is available from;
www.excel-expert.com/downloads/
It is free and no sign up is required.
While there, why not sign up for our newsletter and get free Kindle copies of my future books? We have a whole series of Excel books lined up and each of them will be available for free at launch these offers only last for 5 days each so you have to be quick!
About the Author.
For the 10 years prior to becoming a freelance Excel consultant, I was a systems and procedures analyst for one of the UKs largest motor Insurance companies, Admiral Insurance. It meant I lived and breathed spreadsheets, day in, day out. Which meant my Excel skills just grew and grew. And before I knew it, I had become the Excel go to guy in and outside of Admiral Insurance.
When I investigated what Excel services were available for local businesses, I was shocked to find that other than training services, there was nothing. Even on a national level there were very few options available. So, I decided to turn my Excel skills in to a career and set out to help businesses make the most of Excel.
I established Excel-Expert.com in 2009 and since then I have gained clients from all around the world including Pepsico, Walmart and General Mills. Since starting out, I have helped companies of all sizes make the most of Excel and in that process, I have helped them save thousands of hours a year.
My family Kaiiden, Leiiland, Lawson, Debbie, Sophie & Ryan
Data Tables.
An Introduction to Data Tables .
A data table is a special range of cells that can be used for data analysis. You can experiment with the values in some of the cells and quickly come up with a completely new solution to your problem. This allows you to carry out some very quick What if analysis without impacting on your source data. If used correctly it can be one of the most powerful tools in your arsenal.
Chapter 2
Creating a Data Table.
For the purposes of this exercise we will use the sales data from a fictitious sales team. They have 5 sales members spread over 3 offices and they report quarterly. The raw data can be found in the DT 1 tab of the , and it looks like this;
Fig 2-1 The data for our exercise.
To create a data table from our data we follow these steps.
- Click on any cell that contains data
- On the Insert tab of the main ribbon click Table .
Fig 2-2 Inserting a data table.
- This will bring up the Create Table window which looks like this;
Fig 2-3 The Create Table window.
Excel automatically detects the create range for you. Should Excel get it wrong edit the selection as required.
If your table has headers (our example does) ensure the My table has headers check box is ticked.
- Click OK .
Our data table will now look like this;
Fig 2-4 Our new data table.
It is worth noting at this point, that while you have a cell in the data table selected you will have access to the Table Tools section of the Excel ribbon. If you click a cell outside of the data table, the Table Tools section of the Excel ribbon will vanish. To get it back simply click on the data table.
Fig 2-5 The Table Tools section of the Excel ribbon.
Chapter 3
Sorting a Data Table.
Sorting a data table just takes a couple of clicks. In this exercise, we will sort our data by name and then sales. To ensure things get sorted in to the right order we must sort our data by sales and then by name.
- Click on the down area next to the Sales heading.
- Click on Sort Largest to Smallest .
- Click on OK .
Fig 3-1 Sorting our data table by sales.
- Click on the down arrow next to the Surname heading.
- Click on Sort A to Z .
- Click on OK .
Fig 3-2 Sorting our data table by surname.
Our resultant table will look like this;
Fig 3-3 Our sorted data table.
Chapter 4
Filtering a Data Table.
Filtering our data is equally easier. If we wanted to see our sales figures for Bristol during the quarter 2, we would follow these steps;
- Click on the down arrow on the Office heading.
- Click on the (Select All) tick box this should deselect everything.
- Click on the Bristol tick box.
- Click on OK .
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