microsoft office 2013: in practice chapter 4 importing, creating tables, sorting and filtering, and...
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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
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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
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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!
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Importing Data
SLO 4.1
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Importing Data
Obtaining data from another software program, file format, or Internet location
External data Source
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Importing Data
Text Files
Access Database Files
Web Site Data
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Importing Data
Flash Fill Recognizes a pattern and
duplicates it for matching cells
Data Connections Connects data that
originated outside the workbook
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Creating Excel Tables
SLO 4.2
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Table Terminology
Table•Header Row•Record•Field•Field Name
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Tables
Create a tableApply table styles
Table style options Save a new table style
Use the Table Tools groupView structured references
and table name
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PivotTables
Summary report based on a list-type range of data in a worksheetUsed for analysis of dataCan be made into
PivotCharts
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Exporting Data
Text file
SharePoint List
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Sorting Data
SLO 4.3
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Sorting Data
Text Data
Data with Values
Font or Cell Color
Cell Icon
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Filtering Data
SLO 4.4
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Filtering Data
AutoFilter
Advanced Filter
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Using the Subtotal Command and Creating Outlines and GroupsSLO 4.5
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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.
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Outlines
Outline buttons
Auto Outline
Define Groups
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Applying Conditional Formatting
SLO 4.6
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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
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Conditional Formatting
HighlightingData BarsColor ScalesIcon Sets
Applies formats according to specified
criteria (rules)
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Rules
Manage Rules
Clear Rules
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Using Goal Seek and Worksheet Protection
SLO 4.6
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Goal Seek
Solves a formula for one cell: one argument in the formula
Available from the What-if Analysis button
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Worksheet Protection
Protect a Worksheet
Unlock Worksheet Cells
Unprotect a Worksheet
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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.