6: Excel Tables and Data Analysis
- Page ID
- 150623
This page is a draft and is under active development.
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\(\newcommand{\avec}{\mathbf a}\) \(\newcommand{\bvec}{\mathbf b}\) \(\newcommand{\cvec}{\mathbf c}\) \(\newcommand{\dvec}{\mathbf d}\) \(\newcommand{\dtil}{\widetilde{\mathbf d}}\) \(\newcommand{\evec}{\mathbf e}\) \(\newcommand{\fvec}{\mathbf f}\) \(\newcommand{\nvec}{\mathbf n}\) \(\newcommand{\pvec}{\mathbf p}\) \(\newcommand{\qvec}{\mathbf q}\) \(\newcommand{\svec}{\mathbf s}\) \(\newcommand{\tvec}{\mathbf t}\) \(\newcommand{\uvec}{\mathbf u}\) \(\newcommand{\vvec}{\mathbf v}\) \(\newcommand{\wvec}{\mathbf w}\) \(\newcommand{\xvec}{\mathbf x}\) \(\newcommand{\yvec}{\mathbf y}\) \(\newcommand{\zvec}{\mathbf z}\) \(\newcommand{\rvec}{\mathbf r}\) \(\newcommand{\mvec}{\mathbf m}\) \(\newcommand{\zerovec}{\mathbf 0}\) \(\newcommand{\onevec}{\mathbf 1}\) \(\newcommand{\real}{\mathbb R}\) \(\newcommand{\twovec}[2]{\left[\begin{array}{r}#1 \\ #2 \end{array}\right]}\) \(\newcommand{\ctwovec}[2]{\left[\begin{array}{c}#1 \\ #2 \end{array}\right]}\) \(\newcommand{\threevec}[3]{\left[\begin{array}{r}#1 \\ #2 \\ #3 \end{array}\right]}\) \(\newcommand{\cthreevec}[3]{\left[\begin{array}{c}#1 \\ #2 \\ #3 \end{array}\right]}\) \(\newcommand{\fourvec}[4]{\left[\begin{array}{r}#1 \\ #2 \\ #3 \\ #4 \end{array}\right]}\) \(\newcommand{\cfourvec}[4]{\left[\begin{array}{c}#1 \\ #2 \\ #3 \\ #4 \end{array}\right]}\) \(\newcommand{\fivevec}[5]{\left[\begin{array}{r}#1 \\ #2 \\ #3 \\ #4 \\ #5 \\ \end{array}\right]}\) \(\newcommand{\cfivevec}[5]{\left[\begin{array}{c}#1 \\ #2 \\ #3 \\ #4 \\ #5 \\ \end{array}\right]}\) \(\newcommand{\mattwo}[4]{\left[\begin{array}{rr}#1 \amp #2 \\ #3 \amp #4 \\ \end{array}\right]}\) \(\newcommand{\laspan}[1]{\text{Span}\{#1\}}\) \(\newcommand{\bcal}{\cal B}\) \(\newcommand{\ccal}{\cal C}\) \(\newcommand{\scal}{\cal S}\) \(\newcommand{\wcal}{\cal W}\) \(\newcommand{\ecal}{\cal E}\) \(\newcommand{\coords}[2]{\left\{#1\right\}_{#2}}\) \(\newcommand{\gray}[1]{\color{gray}{#1}}\) \(\newcommand{\lgray}[1]{\color{lightgray}{#1}}\) \(\newcommand{\rank}{\operatorname{rank}}\) \(\newcommand{\row}{\text{Row}}\) \(\newcommand{\col}{\text{Col}}\) \(\renewcommand{\row}{\text{Row}}\) \(\newcommand{\nul}{\text{Nul}}\) \(\newcommand{\var}{\text{Var}}\) \(\newcommand{\corr}{\text{corr}}\) \(\newcommand{\len}[1]{\left|#1\right|}\) \(\newcommand{\bbar}{\overline{\bvec}}\) \(\newcommand{\bhat}{\widehat{\bvec}}\) \(\newcommand{\bperp}{\bvec^\perp}\) \(\newcommand{\xhat}{\widehat{\xvec}}\) \(\newcommand{\vhat}{\widehat{\vvec}}\) \(\newcommand{\uhat}{\widehat{\uvec}}\) \(\newcommand{\what}{\widehat{\wvec}}\) \(\newcommand{\Sighat}{\widehat{\Sigma}}\) \(\newcommand{\lt}{<}\) \(\newcommand{\gt}{>}\) \(\newcommand{\amp}{&}\) \(\definecolor{fillinmathshade}{gray}{0.9}\)Excel is the leading application for storing, managing and analyzing data. In Chapter 5, you will explore how to import, organize, and analyze data effectively. To manage and analyze a group of related data, users can turn a range of cells into an Excel table.
A table, also called a database, is an organized structure of rows and columns of related data in a worksheet; for example, a list of employee information. In a table of employees, each employee would have a separate record; as shown below, each record might include several fields, such as the Employee ID Number, their Last Name, and First Name, etc. Each row of a table stores records, and each column stores one field for the record. A record also can include fields that contain references, formulas, and functions. Additionally, a row of column headings at the top of the table stores field names that identify the data being collected and stored.
Excel has a vast collection of database and tabling tools that allow users to import, clean, sort, filter, total, subtotal, analyze, visualize, and report. This chapter explores how to import, insert, edit, and examine data with Excel table and PivotTable tools. Demonstrate skills by studying the provided 2017-2018 employee database. Examine employee relations, payroll, benefits, and training options.
- 6.1: Understanding Data, Data Validation, and Data Tables
- This page provides a comprehensive overview of data types, collection methods, and analysis, emphasizing the significance of data in business decision-making. It details levels of measurement, distinctions in data types, and the importance of data validation for ensuring quality. Excel tools like Remove Duplicates and Data Validation are discussed, showcasing techniques to maintain accurate datasets.
- 6.2: Table Basics
- This page emphasizes organizing and analyzing human resources data in Excel, introducing table properties, formatting, and the Freeze Panes feature. It provides instructions for importing CSV data and creating tables, while highlighting the importance of naming tables and removing duplicates. Additionally, it covers formatting techniques, such as applying currency formats and using the Total Row for data analysis.
- 6.3: Intermediate Table Skills
- This page covers intermediate and advanced Excel skills related to data management and analysis. It discusses sorting and filtering techniques, including custom lists, criteria filters, and slicers for efficient data retrieval. Additionally, it emphasizes the creation and formatting of PivotTables for summarizing data and the use of the Subtotal tool to add summary statistics while managing data through various views.
- 6.4: Advanced Formatting Techniques
- This page covers techniques for creating and applying custom formats in Excel to enhance data presentation and ensure consistent branding. It details the use of existing and custom themes, formatting tools like Format as Table, and specific methods for handling data types such as dates, zip codes, and phone numbers.
- 6.5: Preparing to Print
- This page provides guidance on preparing Excel worksheets for printing, covering page settings, footer additions, and aesthetic improvements with 3D models. It highlights essential steps like selecting layout options, adding the current date and file name to footers, and adjusting margins and scaling. A specific focus is on inserting a 3D tower model for enhanced visual appeal. The importance of using Print Preview to review worksheets before printing is also emphasized.
- 6.6: Chapter Practice
- This page presents structured tasks for managing client and tour data in a tourism company using Excel. It covers organizing data into tables, calculating costs, filtering by guest nationality, and creating subtotals and pivot tables. Key activities focus on efficient data manipulation and reporting, including sorting and preparing sheets for presentation. The end goal is a well-organized workbook titled PR5 Canyon Trails.