chapter two: spreadsheets with excel€¦ · chapter two: spreadsheets with excel 9 oma241...
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CHAPTER TWO: SPREADS HEETS WITH EXCEL 1
OMA241 –INTEGRATED OFFICE APPLICATIONS |
TOPIC
Create and Modify Charts
Sort and Filter
Create Pivot
Tables
CHAPTER 2
SPREADSHEETS
WITH EXCEL
CHAPTER TWO: SPREADS HEETS WITH EXCEL 2
OMA241 –INTEGRATED OFFICE APPLICATIONS |
Charts are easier to interpret and remember than text and figures displayed in a
worksheet. Therefore, users create various types of charts for help in using the data in
the worksheet.
It is important to understand these parts of charts. Remember the x-axis is the
horizontal axis and the y-axis is the vertical axis.
Parts of Chart
LESSON 1 CREATE AND
MODIFY CHARTS
Chart area
Vertical axis
Axis title
Horizontal axis
Category
Title
Axis title
Legend
CHAPTER TWO: SPREADS HEETS WITH EXCEL 3
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Modify a Chart
Use Chart Tools Design tab to modify design elements such as styles
Use the Chart Tools Layout tab to modify layout elements such as titles and labels
Use the Chart Tools Format tab to insert and format graphic objects
CHAPTER TWO: SPREADS HEETS WITH EXCEL 4
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Sort a Worksheet
Sort a single column using the Sort & Filter list
o Options vary by data in selected column
Sort multiple columns using Sort dialog box
Filter Worksheet Data
Use a filter to display and work with a subset of data
Apply filter to data from Sort & Filter list
Column headings
display filter
arrows
LESSON 2 SORT AND FILTER
Filter arrow
CHAPTER TWO: SPREADS HEETS WITH EXCEL 5
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Click filter arrow to select filter options
o Click (Select All) to deselect all boxes
o Click in one or more boxes to display only
rows that contain those entries
Click Text Filters (or Number Filters) to see
additional filter options
Click Custom Filter to create a
more complex filter in the
Custom AutoFilter dialog box
CHAPTER TWO: SPREADS HEETS WITH EXCEL 6
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A B O U T P I V O T T A B L E S
Use a PivotTable to summarize large amounts of data
Create several reports to see different views of same data
Use PivotTable styles for impact
Create a PivotTable
1) Click in the data to use for PivotTable
2) Click InsertTables PivotTable to
open dialog box
o Verify the data range
o Choose where to place the
PivotTable
LESSON 3 CREATE PIVOTTABLES
If the Table/Range box contains the incorrect range, click the Collapse Dialog
button to correct the range.
CHAPTER TWO: SPREADS HEETS WITH EXCEL 7
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3) Click boxes in the PivotTable Field List to add fields to
the report o Select fields in the order in which they should
display in the report
Work with PivotTable Data
1) Click plus to display hidden data or minus to
hide data
2) Display Value Field Settings dialog box to:
Change field name
Change calculation type
Change number format
For more control over where fields appear in the report, drag the fields to
the desired location.
CHAPTER TWO: SPREADS HEETS WITH EXCEL 8
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Filter a PivotTable
1) Click arrow to right of row label column heading
a. Select field to filter
b. Deselect (Select All) and choose criteria
2) Use a slicer as an alternate way to filter data
Choose the field for the slicer and then select entries to display only the data for those items.
CHAPTER TWO: SPREADS HEETS WITH EXCEL 9
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Activity 2.1 – Create Column Chart
a) From the Chapter2 Data file folder, open sales. Save it Excel–A1.
b) Select the appropriate cells and create column chart.
Use the default Layout and Style 2.
Chart Title : Yearly Unit Sales Report
Horizontal axis title : Units
Vertical axis title :Representative
c) Format the chart area – texture fill using Parchment;
border color : brown
border style : accent 4 with 3.5 pt, double with rounded corner
d) Format the vertical axis options to diplay units in
thousands.
e) Insert a textbox , type the text “ Sales Award”.
Format with Ice Blue, Background 2 fill; apply border
color and accent glow effect of your choice.
Activity 2.2 – Sort a Worksheet with More than 1 Criterion
a) From the Chapter2 Data file folder, open sessions. Save it Excel–A2.
b) Select the cells
c) Sort by Instructor is ascending order.
d) Click Add Level .
e) Then sort by room in ascending order
f) Then sort by fee in descending order.
CLASS ACTIVITY
CHAPTER TWO: SPREADS HEETS WITH EXCEL 10
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Activity 2.3 – Create Pivot Table
a) From the Chapter2 Data file folder, open applicant tracking. Save it
Excel–A3.
b) Create a PivotTable that displays the following fields as
row labels: Recruiter Name, Last Name, Status of Application and Date
Resume.
Change the layout to Outline.
Rename the sheet tab as PivotTable A.
c) Create another Pivot Table.
For Row label : Source of Applications
For Column Label and Value box : Positions Applied
What were the two leading sources of applications? ______________
What was the primary source for the management trainee position?
__________________________________
Rename the sheet tab as PivotTable B.
d) Create another Pivot Table.
For Row label : Last Name and First Name
For Column Label and Value box : Status of Application
How many complete applications do you have? ______________
How many total applications do you have? ________________
Rename the sheet tab as PivotTable C.
e) Using the slicer feature, filter the Pivot Table C, to display the
documents needed by Younger.
CHAPTER TWO: SPREADS HEETS WITH EXCEL 11
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Excel 1 – Sort
1) Open inventory and save it as Excel-Lab1.
2) Select row 3; freeze panes. Scroll down the worksheet so that row 60
displays immediately below the column headings on row 3.
3) Type the new inventory shown below
Bonus room Pool table 3000
Bonus room HD television SS-39-03-T 3000
4) Sort the inventory by room in ascending order and then by item in
ascending order.
Excel 2 – Pivot table
1) Open sales analysis, and save it as Excel-Lab2.
2) Create the following Pivot Table as new worksheets
3) Display the State field in the Row Label box;
Display the Commercial, Residential and Student fields in the Value box.
Choose Average calculations.
What were the average sales for each customer type by state? _______ Format the customer sales as Currency and 0 decimals.
Rename the sheet tab as PivotTable A.
4) Add the Representative field in the Row Label box; Use the slicer to filter the show TN only.
Choose MAX calculations.
Which sales representative had the maximum sales for each customer
type? _______ Copy the PivotTable A and Rename it as PivotTable B.
5) Create another Pivot Table.
Select the field State as the row label.
Select S-1, S-2. S-3 and S-4 in the value box.
In the slicer, press CTRL and click the two states not selected to show all
states.
Which of the four types of service did most students purchase overall?
____. Rename it as PivotTable C.
Let’s Apply It.