BASIC EXCEL WORKSHOP 2017 - WordPress.com€¦ · 28/02/2017 · • =VLOOKUP (lookup_value, table...
Transcript of BASIC EXCEL WORKSHOP 2017 - WordPress.com€¦ · 28/02/2017 · • =VLOOKUP (lookup_value, table...
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28 FEBRUARY 2017
NUS BUSINESS ANALYTICS SOCIETY (BAS)
BASIC EXCEL WORKSHOP 2017
nusbas.com
Download the training materials at: www.nusbas.com/excel-2017
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WHAT WILL I BE LEARNING?
1. Type of Operators
• Arithmetic
• Comparison
• Wildcards
2. Functions
• SUM, SUMIF, SUMIFS
• COUNT, COUNTIF, COUNTIFS, COUNTA, COUNTBLANK
• AVERAGEIFS
• Absolute and Relative Cell Referencing
• IF, nested IF
• VLOOKUP
• INDEX and MATCH
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WHAT WILL I BE LEARNING? (CONT.)
2. Functions
• HLOOKUP
• CONCATENATE
• TRIM, PROPER, UPPER, LOWER
3. Others
• Conditional Formatting
• Data Validation
• Data Table
• Pivot Table and Pivot Charts
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PURPOSE OF WORKSHOP
• BEGINNERS & BASIC LEVEL
• Have a better idea of how Excel functions and tools work
• Able to perform simple (but useful) calculations that can be used in multiple scenarios
• INTERMEDIATE AND ADVANCE
• Refresher on basic excel functions and tools
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TRAINING APPROACH
• It will be very much a hands on approach!
• Don’t be shy to ask questions! We are all NUS students!
• Do feel free to ask of the BAS members for assistance!
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WHAT IS THE PURPOSE OF EXCEL?
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USEFUL EXCEL SHORTCUTS(NAVIGATION AND SELECTION OF CELLS)
Shortcuts Purpose
CTRL + SHIFT + DOWN Selects cell vertically downward from selected cell
CTRL + SHIFT + UP Selects cell vertically upwards from selected cell
CTRL + SHIFT + LEFT Selects cell horizontally to the left of selected cell
CTRL + SHIFT + RIGHT Selects cell horizontally to the right of selected cell
CTRL + A Selects all cells in a table or sheet
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USEFUL EXCEL SHORTCUTS(FORMATTING)
Shortcuts Purpose
CTRL + B Format Bold
CTRL + I Format Italic
CTRL + U Format Underline
CTRL + 5 Format Strikethrough
CTRL + SHIFT + $ Format Currency
CTRL + SHIFT + % Format Percentage
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USEFUL EXCEL SHORTCUTS(OTHERS)
Shortcuts Purpose
CTRL + C Copy
CTRL + V Paste
CTRL + X Cut
CTRL + Z Undo
CTRL + Y Redo
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USEFUL EXCEL SHORTCUTS
• There are plenty of Excel Shortcuts!
• Question: Do I need to know them all? Will it be useful for me?
• Answer: ______________
• Want more shortcuts?
• Google!
• http://cdn2.hubspot.net/hub/433959/file-2146735593-
jpg/Excel_Shortcuts_GW_Version.jpg?t=1455121141506
• Mac : https://support.office.com/en-us/article/Keyboard-shortcuts-in-Excel-2016-
for-Mac-acf5419e-1f87-444d-962f-4e951a658ccd
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TYPE OF OPERATORS (ARITHMETIC)
Arithmetic operator Meaning Example
+ (plus sign) Addition 3+3
– (minus sign) Subtraction
Negation
3–1–1
* (asterisk) Multiplication 3*3
/ (forward slash) Division 3/3
% (percent sign) Percent 20%
^ (caret) Exponentiation 3^2
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ABSOLUTE AND RELATIVE CELL REFERENCING(EXERCISE 1)
Example Details When copied…
$A$3 The column and row do not change when copied The referenced cell remains
at cell A3
A$3 The row does not change when copied The reference cell remains
along row 3 but columns
change
$A2 The column does not change when copied The reference cell remains
along column A but rows
change
F4
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EXERCISE 2 – HUMAN RESOURCE
• Exercise 2 mainly focuses on various approaches of looking up data from another
source or array
• Also covers some data cleaning and other useful Excel functions!
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WHAT IF I FORGET WHAT THE FUNCTION DOES?
Click on f(x)!
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IF, NESTED IF
• IF (logical test, [value_if_true], [value_if_false])
• Checks whether a condition is met, and returns one value is TRUE and another value is
FALSE
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IF, NESTED IF
LOGICAL TEST
“Is value of A2 = A1?”
[value_if_false]
“IF A2 ≠ A1, display value as “NO”
[value_if_true]
“IF A2=A1, display value as “YES”
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VLOOKUP
• =VLOOKUP (lookup_value, table array, col_index number, [range_lookup)
• Looks for value in the LEFTMOST column of a table, and the returns a value in
the same row from a column you specify.
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INDEX & MATCH
• INDEX: Returns a VALUE or reference of the cell at the reference of the
PARTICULAR ROW and column in a given range.
• MATCH: Returns the RELATIVE POSITION of an item in an array that matches a
SPECIFIED VALUE in specific order.
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INDEX & MATCH
=INDEX(N3:N5, MATCH(H7, 03:05,0))
=INDEX(N3:N5, ROW NUMBER)
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CONCATENATE AND &
• Concatenative can be used to join a string of values together
• Alternatively you can use “&”
If values are consistent, you can use Flash fill (CTRL + E)
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TRIM, PROPER, UPPER, LOWER
• TRIM function helps remove all unnecessary spaces in text strings and reduces space to
ONE.
• PROPER functions helps to capitalize the beginning of each word in a text string
• UPPER function helps convert all text strings to upper case.
• LOWER function helps convert all text strings to lower case
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TEXT
• TEXT function an be used to extract a text string from a value in a particular cell
• EXAMPLE: Cell A1 contains Date of 01/09/2015
Function in cell A2 Results
=TEXT (A1, “m”) 9
=TEXT (A1, “mm”) 09
=TEXT (A1, “mmm”) Sep
=TEXT (A1, “mmmm”) September
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TEXT
• TEXT function an be used to extract a text string from a value in a particular cell
• EXAMPLE: Cell A1 contains Date of 01/09/2015
Function in cell A2 Results
=TEXT (A1, “yy”) 15
=TEXT (A1, “yyy”) 2015
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TEXT
• TEXT function an be used to extract a text string from a value in a particular cell
• EXAMPLE: Cell A1 contains Date of 01/09/2015
Function in cell A2 Results
=TEXT (A1, “d”) 1
=TEXT (A1, “dd”) 01
=TEXT (A1, “ddd”) Tue
=TEXT (A1, “dddd”) Tuesday
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SUPPLEMENTARY EXERCISE 2.1 – CHICKEN RICE
• For extra practice! Do try it out!
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5 MINUTES BREAK???
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EXERCISE 3 – CURRENCY CONVERSION!
• Exercise 3 focuses on application of VLOOKUP and Data Table
• Example is adapted from FIN3130 – Financial Modeling
• Also include a mini exercise about one variable and two variables data table
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EXERCISE 4 & 4.1 – FRUITS
• This exercise focuses on the use of formulas to easily count and sum values in
an easy manner especially when there are multiple criteria involved!
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TYPE OF OPERATORS (COMPARISON)
Comparison operator Meaning Example
= (equal sign) Equal to A1=B1
> (greater than sign) Greater than A1>B1
< (less than sign) Less than A1<B1
>= (greater than or equal to sign) Greater than or equal to A1>=B1
<= (less than or equal to sign) Less than or equal to A1<=B1
<> (not equal to sign) Not equal to A1<>B1
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SUM, SUMIF, SUMIFS
Function Purpose
SUM Add all the number in a range of cells
SUMIF Adds the cells specified in a given condition or criteria
SUMIFS Adds the cells specified in a given set of conditions or criteria
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SUMIF –SUMMATION FOR A SINGLE CONDITION
• 1) range: is the range of cells you want evaluated
• 2) Criteria: is the condition in the form or a number, expression or text that defines which cells will be added
• 3) Sum_range: are the ACTUAL cells to sum
1 2 3
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SUMIFS –SUMMATION FOR MULTIPLE CONDITIONS
• 1) Sum_range: are the ACTUAL cells you to sum
• 2) criteria_range 1: is the range of cells you want evaluated for the particular condition
• 3) criteria 1: the condition ins criteria_range 1 that defines which cells will be added
1 2 3
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COUNT, COUNTA, COUNTIF, COUNTIFS
Function Purpose
COUNT Counts the number of cells that contains numbers
COUNTA Counts the number of cells in a range that are NOT empty
COUNTIF Counts the no.. cells specified in a given condition or criteria
COUNTIFS Count the no. of cells specified in a given set of conditions or criteria
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USING COMPARISON OPERATORS AS A CONDITION IN A FUNCTION
• For functions that require the use of comparison operators, important to note that it has to
be within “ “ followed by & if you are making reference to a particular cell as a condition
or if you using a nested function.
=COUNTIF(H9:H12,">="&H10)
=COUNTIF(H9:H12,">= 3")
=COUNTIF(H9:H12,">="&SUM(H9:H10))
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WILDCARDS (? AND *)
WER* Starts with WER
*WER Ends with WER
*WER* Contains WER
W?R Any character allowed in the ? position
• A wildcard character is a
special character that
represents one or more
other characters.
• Useful for…
• Find
• Functions
• Filter
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EXERCISE 5 – TRY IT OUT YOURSELF!
• Test your abilities to integrate what you have learned thus far to quickly generate
relevant summary data for each month, day of week and location!
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PIVOT TABLE AND PIVOT CHART
• A pivot table is a program tool that allows you to reorganize and
summarize selected columns and rows of data in a spreadsheet or
database table to obtain a desired report. A pivot table doesn't
actually change the spreadsheet or database itself.
• Slicer and Timeline can be used to value add to the pivot table and
chart by providing a more intuitive user interface!
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PIVOT TABLE AND PIVOT CHART
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