microsoft office 2013: in practice chapter 4 importing, creating tables, sorting and filtering, and...

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

Microsoft Office 2013: In Practice

Chapter 4

Importing, Creating Tables, Sorting and Filtering, and Using Conditional Formatting

Copyright © 2014 by The McGraw-Hill Companies, Inc. All rights reserved.McGraw-Hill/Irwin

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-2

Student Learning Outcomes

• Creating Excel Tables

• Importing Data4.1

4.2

• Sorting Data4.3

• Filtering Data4.4

• Using the Subtotal Command and Creating Outlines and Groups

4.5

• Applying Conditional Formatting4.6

• Using Goal Seek and Worksheet Protection4.7

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-3

Case Study

Paradise Lakes Resort (PLR) Vacation companyFour resort chainsIn northern Minnesota

Import and sort data from

external sources!

Format lists as tables and PivotTables and subtotal

data!

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-4

Importing Data

SLO 4.1

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-5

Importing Data

Obtaining data from another software program, file format, or Internet location

External data Source

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-6

Importing Data

Text Files

Access Database Files

Web Site Data

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-7

Importing Data

Flash Fill Recognizes a pattern and

duplicates it for matching cells

Data Connections Connects data that

originated outside the workbook

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-8

Creating Excel Tables

SLO 4.2

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-9

Table Terminology

Table•Header Row•Record•Field•Field Name

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-10

Tables

Create a tableApply table styles

Table style options Save a new table style

Use the Table Tools groupView structured references

and table name

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-11

PivotTables

Summary report based on a list-type range of data in a worksheetUsed for analysis of dataCan be made into

PivotCharts

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-12

Exporting Data

Text file

SharePoint List

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-13

Sorting Data

SLO 4.3

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-14

Sorting Data

Text Data

Data with Values

Font or Cell Color

Cell Icon

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-15

Filtering Data

SLO 4.4

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-16

Filtering Data

AutoFilter

Advanced Filter

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-17

Using the Subtotal Command and Creating Outlines and GroupsSLO 4.5

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-18

Subtotal Command with Sum

Automatically inserts summary rows for data that are arranged in related groups

Available for a normal range of cells

Lists data as an outline

FIRST: Sort the rows by the main field to

be totaled.

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-19

Outlines

Outline buttons

Auto Outline

Define Groups

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-20

Applying Conditional Formatting

SLO 4.6

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-21

Conditional Formatting

Applies specified formats to cells only when the cells meet specified criteria

Use rules to highlight, select fill colors, change font styles, add color scales, or even data bars or icons

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-22

Conditional Formatting

HighlightingData BarsColor ScalesIcon Sets

Applies formats according to specified

criteria (rules)

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-23

Rules

Manage Rules

Clear Rules

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-24

Using Goal Seek and Worksheet Protection

SLO 4.6

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-25

Goal Seek

Solves a formula for one cell: one argument in the formula

Available from the What-if Analysis button

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-26

Worksheet Protection

Protect a Worksheet

Unlock Worksheet Cells

Unprotect a Worksheet

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-27

Chapter Summary

SLO Summary

4.1 Import data into Excel from a text file, database file, or a web site and use Flash Fill and data connections.

4.2 Create and format an Excel table and a PivotTable and export data for use in other programs.

4.3 Sort data by text, number, color, or icon.

4.4 Apply an AutoFilter or an Advanced Filter to data.

4.5 Use the Subtotal command and create groups and outlines.

4.6 Apply and manage Conditional Formatting using cell rules, Color Scales, Icon Sets, and Data Bars.

4.7 Use Goal Seek and protect a worksheet.