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Microsoft Office 2013: In Practice 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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Page 1: Microsoft Office 2013: In Practice Chapter 4 Importing, Creating Tables, Sorting and Filtering, and Using Conditional Formatting Copyright © 2014 by The

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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.