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Easy Excel

The document provides instructions for navigating and selecting cells, formatting cells, sorting data, and applying filters in Excel. It describes how to select cells individually or in ranges using the mouse or keyboard shortcuts. It also explains how to copy formatting between cells, change text alignment, add borders, modify font colors, merge cells, insert and delete rows and columns. Instructions are provided for freezing panes, conditional formatting, sorting data in one or multiple columns, and using regular or advanced filters.
Copyright
© © All Rights Reserved
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
59 views

Easy Excel

The document provides instructions for navigating and selecting cells, formatting cells, sorting data, and applying filters in Excel. It describes how to select cells individually or in ranges using the mouse or keyboard shortcuts. It also explains how to copy formatting between cells, change text alignment, add borders, modify font colors, merge cells, insert and delete rows and columns. Instructions are provided for freezing panes, conditional formatting, sorting data in one or multiple columns, and using regular or advanced filters.
Copyright
© © All Rights Reserved
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 29

Page 1 of 29

Menu
Scroll down after selecting item in menu - desired instructions are at the bottom of the screen
Navigation and Selection
Cell Formats
Conditional Formatting
Sort
Filters
Printing

Menu
Navigation and Selection
Selection
Navigation
Freeze Panes

Selection

Clicking a cell Start typing to modify the contents of a cell (clearing previous content).
Double-clicking a cell Start typing to modify the existing text or formula of the cell.
Clicking row numbers Select one or more rows.
Clicking column letters Select one or more columns.
Click-Hold and then moving your mouse Select adjacent elements.
Ctrl-Hold and clicking Select non-adjacent elements.
Ctrl-A If in a range, select all cells in a range (do it again to select all cells in worksheet). If not in a range, select all ce
Clicking (in corner of worksheet) Select all cells in worksheet.

Note: Clicking away from an active selection executes the contents (if applicable) and then escapes the selection bef

Navigation

Ctrl-Home Select the first cell in your worksheet (or the first cell under a freeze panes).
Ctrl-End Reach the last cell (lower right corner) where data exists or has existed in a worksheet.
Ctrl-[Arrow] Move from the active cell to the last cell before a blank, in the direction of the chosen arrow.
Ctrl-Shift-[Arrow] Select cells, starting from the active cell and selecting cells until there is a blank, in the direction of the chosen
Ctrl-Shift-Home Select cells, starting from the active cell and selecting cells all the way to the first cell in your worksheet (or the
Ctrl-Shift-End Select cells, starting from the active cell and selecting cells all the way to the last cell (lower right corner) wher

Freeze Panes

Allows you to freeze rows and/or columns in place, so they are displayed even if you scroll away.
Click under the row you want to freeze and/or to the right of the column you want to freeze. Click "Freeze Pan
Click "Unfreeze Panes" (same position in the menu) to restablish the standard view.

View - Window
Page 2 of 29

Menu
Cell Formats
Copy formatting of a cell, row, or column
Align text inside a cell
Add a border to a cell
Modify the color of a cell
Wrap text (adjust height of rows to see text)
Change direction of text
Format of a cell
Merge cells
Insert and delete rows and columns
Hide and show rows and columns
Cell and worksheet styles

Copy formatting of a cell, row, or column

Select the cell, row, or column containing the desired formatting. Click on "Format Painter".

Home - Clipboard

Select all cells, rows, or columns where the formatting should be pasted.

Align cell text horizontally or vertically

Home - Alignment

Add a border to a cell

Home - Font

The tool directly available in the Font section of the Home ribbon does not allow you as much control as this m

Modify the color of a cell

Home - Font

Wrap text (adjust height of rows to see text)


Page 3 of 29

Home - Alignment

After changing the width of columns, click twice on "Wrap Text" to deactivate it and reactivate it. Height of ro

Change direction of text

Home - Alignment

Format of a cell

Right click on a cell, row, or column

Home - Number

It's very important to select the appropriate format, especially when dealing with numbers, dates, and time.

Merge cells

Home - Alignment

Only merge cells when you are completely finished with a worksheet. Consider making a copy of your workshe

Insert and delete rows and columns

Select one (or more) rows or columns after where you want to make an insertion.

Right click on a row or column


Page 4 of 29

Home - Cells

After rows or columns have been inserted, you can choose to copy the format of rows and columns surroundin
Click on the Format Painter tool that temporarily appears and select the best option.

Hide and unhide rows and columns

Select rows or columns you wish to hide.


To unhide, select rows or columns behind and after the hidden rows or columns.
To unhide everything, select all cells in the worksheet and unhide.

Right click on a row or column

Home - Cells

Cell and worksheet styles

Home - Style

For cells

Page Layout - Themes

For worksheets

Menu
Conditional Formatting
Page 5 of 29

Emphasize cells containing data according to specific criteria.

Home - Styles

Use our own criteria to emphasize certain cells.

Emphasize cells containing specific text.

Let Excel add emphasis to cells.

Use a formula to create emphasis such as:


=mod(row(),#)=0
Where '#' is a number for which every '#' row is formatted.
Page 6 of 29

Menu
Sort

Select any cell in a range of cells.

Data - Sort & Filter

Enter the column to sort - if the suggestions seem strange, check if "data has headers" is correctly applied and

Add a level to sort using more than one criteria.

It's possible to sort using cell color.


Use in conjunction with conditional formatting.

Menu
Page 7 of 29

Filters
Regular Filter
Advanced Filter

Regular Filter

Select any cell in a range, and then click on the filter tool.
Apply filters to temporarily view only rows of data that fit with specific criteria.

Data - Sort & Filter

Make sure to explore the possibilities of text, data, number, and color filters.

Advanced Filter

Harder to use than the regular filter, but offers some interesting possibilities.

Create a 'table' using the exact same column titles as the ones in the range that you wish to filter.
Enter criteria for each column.
Enter on the same row for 'AND".
Enter on a different row for 'OR".

For example, the above table finds all paper books published after 2015.
Or books published by Routledge, regardless of year and binding.

Select any cell in a range, and then click on the advanced filter tool.

Data - Sort & Filter

Select your 'table' of criterias.


Decide if you want to send the filtered data somewhere else or filter in place.

Menu
Printing
Page 8 of 29

Try the following actions to more easily prepare a worksheet for printing:

Select all cells with data to print.

Page Layout - Page Setup

Page Layout - Scale to Fit

If you want a row or column to repeat on each printed page.

Page Layout - Page Setup

Use File - Print to find the print preview.


File - Print Use narrow margins to make contents bigger

Go to "Page Setup" and then "Header/Footer" to add page numbers

Page Layout - Scale to Fit If you want to print a very wide table on two pages, select two pages instead of one for the width of the print

File - Print Then choose the following option to keep the pages in order:
Page 9 of 29
Page 10 of 29

n
n

ection

clearing previous content).


mula of the cell.

again to select all cells in worksheet). If not in a range, select all cells in the worksheet.

tes the contents (if applicable) and then escapes the selection before selecting your target.

first cell under a freeze panes).


e data exists or has existed in a worksheet.
ore a blank, in the direction of the chosen arrow.
selecting cells until there is a blank, in the direction of the chosen arrow.
selecting cells all the way to the first cell in your worksheet (or the first cell under a freeze pane).
selecting cells all the way to the last cell (lower right corner) where data exists or has existed in a worksheet.

place, so they are displayed even if you scroll away.


or to the right of the column you want to freeze. Click "Freeze Panes".
menu) to restablish the standard view.
Page 11 of 29

e desired formatting. Click on "Format Painter".

ormatting should be pasted.

of the Home ribbon does not allow you as much control as this method.
Page 12 of 29

wice on "Wrap Text" to deactivate it and reactivate it. Height of rows will be recalculated.

format, especially when dealing with numbers, dates, and time.

nished with a worksheet. Consider making a copy of your worksheet and merging cells in the copy instead.

where you want to make an insertion.


Page 13 of 29

ou can choose to copy the format of rows and columns surrounding it.
arily appears and select the best option.

d after the hidden rows or columns.


orksheet and unhide.

tting
Page 14 of 29

o specific criteria.
Page 15 of 29

seem strange, check if "data has headers" is correctly applied and check if the entire data range is selected.

You can sort data by row instead of by column…


Page 16 of 29

f data that fit with specific criteria.

, data, number, and color filters.

ers some interesting possibilities.

n titles as the ones in the range that you wish to filter.

books published after 2015.


of year and binding.

he advanced filter tool.

somewhere else or filter in place.


Page 17 of 29

are a worksheet for printing:

ch printed page.

r" to add page numbers

pages, select two pages instead of one for the width of the print area.

e pages in order:
Instructions

Apply these instructions to the Exercise worksheet. Following these instructions should result in a table similar to the one in the Results worksheet.

1 Freeze the top row of the table (using Freeze Panes).


2 Bold A1, center horizontally, apply a font size of 12.
3 Copy-paste A1's formatting to the entire first row.
4 Click in cell A2 and try to use keyboard shortcuts to select the rest of the table and apply a horizontal left-align.
5 Add a thick outline for cells in rows 2 to end of table.
6 Add a thick outline for cells in row 1 of the table.
7 Add a thin interior border to the entire table.
8 Roughly adjust width of columns to better fit width of content. Apply text wrapping.
9 Center all text vertically.
10 Add a beautiful fill color for cells in row 1 of the table.
11 Change the orientation of text on row 1.
12 Change your mind and re-establish the original orientation (Ctrl-Z or undo or select the appropriate option in the text orientation menu).
13 Change the format of cells in column A to reveal the ISBN numbers.
14 Insert a row before row 1, and a column before column A. Resize to make everything look more attractive. So pretty!
15 Hide rows 5 to 15. Oh no! The data is gone?!
16 Don't worry, the data is still there! Reveal all rows in the worksheet.

17 Use find/replace to remove " USD" from the "US List" column.
18 Format cells of the "US List" column to the "Currency" format (with two decimals).
19 Use conditional formatting to reveal the most expensive books.
20 Use conditional formatting to highlight the books where the author is an editor.
21 Use conditional formatting to reveal books published in 2016.
22 Sort the table by author and then title. "Knowledge Preservation Through Community of Practice" should be the first book in the list.
23 Use a color filter to list together books published in 2016.
24 Remove the color filter. Use a text filter to list together all edited books.

25 Setup the "Exercise" worksheet for printing. Include page numbers.

[email protected] - Dalhousie Libraries - Easy Excel for Beginners


ISBN Title Author Publisher Pub Year LC/NLM/DeBinding Content LeYBP Select US List
9.781E+12 21ST-CENTUCANTOR, JEPRAEGER 2015 HD4885.U5Cloth ADV-AC Research- 37.00 USD
9.782E+12 ADVANCES LI INDA L. NEINFORMATI 2014 HD57.7.A3Paper ADV-AC Research- 45.99 USD
9.78E+12 BEST THINKMERRILL WA PEARSON 2016 HD30.23.BCloth ADV-AC Research- 79.99 USD
9.781E+12 BRIDGING TTULGAN, B JOSSEY-BA 2015 HF5381 Cloth PROF Supplemen26.95 USD
9.781E+12 BUSINESS KLIEM, RALAUERBACH 2016 HD49.K55 Cloth PROF Supplemen79.95 USD
9.781E+12 CEO BRANDMARC FETSC ROUTLEDG 2015 HD38.2.C3Paper ADV-AC Research- 59.95 USD
9.781E+12 COMMERCIA SCHAUFELDAPRESS 2015 HD45.S33 Paper PROF Supplemen34.99 USD
9.782E+12 CONSUMERKAPOOR, ABUSINESS 2015 HF5415.32Paper ADV-AC Research- 59.95 USD
9.781E+12 DARK SIDE BANG NGUYE ROUTLEDG 2016 HF5415.5. Paper ADV-AC Supplemen59.95 USD
9.782E+12 DECISION- REBECCA HU NOVA SCIE 2015 HD30.23.DPaper ADV-AC Supplemen82.00 USD
9.781E+12 DIGITAL DI WEINMAN,JOHNJ WILE 2015 HF5415.12Cloth PROF Supplemen35.00 USD
9.781E+12 DRIVING D HIDALGO, PALGRAVE 2015 HF5415.12Cloth PROF Supplemen30.00 USD
9.782E+12 FOUNDATIOASGARY, N INFORMATI 2016 HD62.4.A7Paper ADV-AC Research- 45.99 USD
9.781E+12 GENDER ATSTEFFENS, PETER LAN 2015 HD6060.6.Paper ADV-AC Research- 40.95 USD
9.782E+12 GET ALONG,HYNES, GERBUSINESS 2015 HD30.3.H9Paper PROF Supplemen59.95 USD
9.78E+12 GLOBAL CORONIT, KARROUTLEDG 2015 HC79.C63RPaper GEN-AC Basic-Rec 44.95 USD
9.78E+12 INFLECTIONSTAWSKI, SPEARSON 2016 HD45.S73 Cloth PROF Supplemen46.99 USD
9.781E+12 INFORMAL HOYLE, ROBKOGAN PA 2015 HD58.8.H6Paper PROF Supplemen39.95 USD
9.781E+12 INTRODUCIN NICKERSON,ROUTLEDG 2016 PE1479.B8Paper ADV-AC Supplemen39.95 USD
9.783E+12 KNOWLEDGE AGRIFOGLI SPRINGER 2015 HD30.2 Paper ADV-AC Research- 54.99 USD
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9.789E+12 MANAGING THE GLOBAL COPENHAG 2015 HD38.5 Paper ADV-AC Research- 70.00 USD
9.781E+12 MANAGINGWEICK, KARJOHN WILE 2015 HD49 Cloth PROF Supplemen29.95 USD
9.782E+12 MARKET SEPRINCE, MEBUSINESS 2015 HF5415.2. Paper PROF Supplemen59.95 USD
9.782E+12 MARKET SEPRINCE, MEBUSINESS 2015 HF5415.2. Paper PROF Supplemen59.95 USD
9.78E+12 MERGERS, ADEPAMPHILELSEVIER 2015 HD58.8.D4Cloth ADV-AC 99.95 USD
9.781E+12 MIDDLEMAN KRAKOVSKYPALGRAVE 2015 HF5422.K7Cloth GEN-AC Basic-Rec 30.00 USD
9.78E+12 MILLENNIAESPINOZA, PEARSON 2016 HD31.2.E8 Cloth PROF Supplemen34.99 USD
9.781E+12 NEW RULESSCOTT, DA JOHN WILE 2015 HF5415.12Paper PROF Supplemen24.00 USD
9.781E+12 OPEN INCUBIJAOUI, IL PALGRAVE 2015 HD62.5.B5Cloth ADV-AC Research- 67.50 USD
9.781E+12 OPTIMIZE YPEASE, GENJOHN WILE 2015 HF5549.5. Cloth ADV-AC Supplemen60.00 USD
9.79E+12 PRACTICAL KASAHARA,WORLD
E SCI 2015 HD30.28.KCloth ADV-AC Research- 54.00 USD
9.781E+12 PRACTICIN WILLIAM J. JOHN WILE 2016 HD58.8.P7Cloth ADV-AC Research- 95.00 USD
9.781E+12 PUBLIC-PR MORLEY, MKOGAN PA 2015 HD3871.M6 Paper PROF Supplemen49.95 USD
9.782E+12 RESILIENT FIKSEL, JOS ISLAND PR 2015 HD58.9 Cloth ADV-AC Research- 32.00 USD
9.781E+12 RISE AND F EICHAR, D TRANSACT 2015 HD2785.E4Cloth GEN-AC Basic-Rec 69.95 USD
9.79E+12 RUBBER MAN GOLDTHORP NUS PRESS 2015 HD9161.M3 Paper ADV-AC Research- 36.00 USD
9.781E+12 SUPPORTING NORDIN, MPALGRAVE 2015 HF5548.85Cloth ADV-AC Research- 67.50 USD
9.782E+12 TRACING THBEER, LAW BUSINESS 2015 HF1365.B4Paper ADV-AC Research- 59.95 USD
9.781E+12 VULNERABILVERHEZEN, PALGRAVE 2015 HD59.2.V4Cloth ADV-AC Research- 67.50 USD
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ISBN Title

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9781412856904 RISE AND FALL OF CORPORATE SOCIAL RESPONSIBILITY.


MILLENNIALS WHO MANAGE: HOW TO OVERCOME WORKPLACE PERCEPTIONS
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RESILIENT BY DESIGN: CREATING BUSINESSES THAT ADAPT AND FLOURISH IN A


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RUBBER MANUFACTURING IN MALAYSIA: RESOURCE-BASED


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DRIVING DEMAND: TRANSFORMING B2B MARKETING TO MEET THE NEEDS OF


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INFORMAL LEARNING IN ORGANIZATIONS: HOW TO CREATE A CONTINUOUS


9780749474591 LEARNING CULTURE.

9781631571305 GET ALONG, GET IT DONE, GET AHEAD: INTERPERSONAL COMMUNICATION IN


THE DIVERSE WORKPLACE.

9781606496466 CONSUMER EXPERIENCES AND EMOTION MANAGEMENT.

PRACTICAL STRATEGIC MANAGEMENT: HOW TO APPLY STRATEGIC THINKING IN


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9781137530196 MIDDLEMAN ECONOMY: HOW BROKERS, AGENTS, DEALERS, AND EVERYDAY


MATCHMAKERS CREATE VALUE AND PROFIT.

9781623967208 ADVANCES IN AUTHENTIC AND ETHICAL LEADERSHIP

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BEST THINKING IN BUSINESS ANALYTICS FROM THE DECISION SCIENCES


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PUBLIC-PRIVATE PARTNERSHIP HANDBOOK: HOW TO MAXIMIZE VALUE FROM
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9781138016316 INTRODUCING BUSINESS ENGLISH.

9781137437846 SUPPORTING SLEEP: THE IMPORTANCE OF SOCIAL RELATIONS AT WORK.

OPTIMIZE YOUR GREATEST ASSET--YOUR PEOPLE: HOW TO APPLY ANALYTICS


9781119004387
TO BIG DATA TO IMPROVE YOUR HUMAN CAPITAL INVESTMENTS.

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9781606499764 MARKET SENSING TODAY.

DECISION-MAKING: PROCESSES, BEHAVIORAL INFLUENCES AND ROLE IN


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9780415673419 GLOBAL CONSUMER ORGANIZATIONS.


COMMERCIALIZING INNOVATION: TURNING TECHNOLOGY BREAKTHROUGHS
9781430263524 INTO PRODUCTS.

NEW RULES OF MARKETING & PR: HOW TO USE SOCIAL MEDIA, ONLINE VIDEO,
9781119070481 MOBILE APPLICATIONS, BLOGS, NEWS RELEASES, AND VIRAL MARKETING TO
REACH BUYERS DIRECTLY. 5th ed.

9780134387048 INFLECTION POINT: HOW THE CONVERGENCE OF CLOUD, MOBILITY, APPS, AND
DATA WILL SHAPE THE FUTURE OF BUSINESS.
9781433122033 GENDER AT WORK: A SOCIAL PSYCHOLOGICAL PERSPECTIVE.

9781118725641 BRIDGING THE SOFT SKILLS GAP: HOW TO TEACH THE MISSING BASICS TO
TODAY'S YOUNG TALENT.
VULNERABILITY OF CORPORATE REPUTATION: LEADERSHIP FOR SUSTAINABLE
9781137547354
LONG-TERM VALUE.
MANAGING THE UNEXPECTED: SUSTAINED PERFORMANCE IN A COMPLEX
9781118862414
WORLD. 3rd ed.
DIGITAL DISCIPLINES: ATTAINING MARKET LEADERSHIP VIA THE CLOUD, BIG
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DATA, SOCIAL, MOBILE, AND THE INTERNET OF THINGS.
PRACTICING ORGANIZATION DEVELOPMENT: LEADING TRANSFORMATION AND
9781118947708 CHANGE. 4th ed.

LEAN COMMUNICATION: APPLICATIONS FOR CONTINUOUS PROCESS


9781631572388 IMPROVEMENT.

LEAN COMMUNICATION: APPLICATIONS FOR CONTINUOUS PROCESS


9781631572388 IMPROVEMENT.

9788763003254 MANAGING THE GLOBAL SUPPLY CHAIN; JULIANA HSUAN ... ET AL. 4th ed.
Author Publisher Pub LC/NLM/Dewey Class Binding
Year

AGRIFOGLIO, ROCCO SPRINGER 2015 HD30.2 Paper

INFORMATION AGE
ASGARY, NADER H 2016 HD62.4.A746 2015 Paper
PUB
BANG NGUYEN / Editor ROUTLEDGE 2016 HF5415.5.D1655 2016 Paper
BUSINESS EXPERT
BEER, LAWRENCE A 2015 HF1365.B44 Paper
PRESS
PALGRAVE
BIJAOUI, ILAN 2015 HD62.5.B55 2015 Cloth
MACMILLAN

CANTOR, JEFFREY A PRAEGER 2015 HD4885.U5C358 2015 Cloth

ELSEVIER ACADEMIC
DEPAMPHILIS, DONALD M 2015 HD58.8.D467 Cloth
PRESS

EICHAR, DOUGLAS M TRANSACTION 2015 HD2785.E45 2016 Cloth

ESPINOZA, CHIP, 1962- PEARSON 2016 HD31.2.E87 2015 Cloth

FIKSEL, JOSEPH ISLAND PRESS 2015 HD58.9 Cloth

GOLDTHORPE, C.C NUS PRESS 2015 HD9161.M32G65 2015 Paper

PALGRAVE
HIDALGO, CARLOS MACMILLAN 2015 HF5415.1263.H53 2015 Cloth

HOYLE, ROBIN KOGAN PAGE 2015 HD58.8.H697 2015 Paper

HYNES, GERALDINE E BUSINESS EXPERT 2015 HD30.3.H96 2015 Paper


PRESS
BUSINESS EXPERT
KAPOOR, AVINASH 2015 HF5415.32.K37 2015 Paper
PRESS

KASAHARA, EIICHI, 1958- WORLD SCIENTIFIC 2015 HD30.28.K367 2015 Cloth

KLIEM, RALPH L AUERBACH PUBNS 2016 HD49.K55 2016 Cloth

PALGRAVE
KRAKOVSKY, MARINA 2015 HF5422.K717 2015 Cloth
MACMILLAN
INFORMATION AGE
LINDA L. NEIDER / Editor 2014 HD57.7.A3167 2014 Paper
PUB
MARC FETSCHERIN / Editor ROUTLEDGE 2015 HD38.2.C3765 2015 Paper
EMERALD GROUP
MATTHEW SOWCIK / Editor 2015 HD30.27 Paper
PUBL

MERRILL WARKENTIN / Editor PEARSON 2016 HD30.23.B47 2016 Cloth


MORLEY, MALCOLM KOGAN PAGE 2015 HD3871.M67 2015 Paper

NICKERSON, CATHERINE, 1965- ROUTLEDGE 2016 PE1479.B87N53 2015 Paper

PALGRAVE
NORDIN, MARIA 2015 HF5548.85.N67 2015 Cloth
MACMILLAN

PEASE, GENE, 1950- JOHN WILEY 2015 HF5549.5.M3P433 2015 Cloth

BUSINESS EXPERT
PRINCE, MELVIN 2015 HF5415.2.M37 2015 Paper
PRESS
BUSINESS EXPERT
PRINCE, MELVIN PRESS 2015 HF5415.2.M37 2015 Paper

REBECCA HUDSON / Editor NOVA SCIENCE 2015 HD30.23.D379 2015 Paper

RONIT, KARSTEN ROUTLEDGE 2015 HC79.C63R66 2015 Paper

SCHAUFELD, JEROME APRESS 2015 HD45.S33 2015 Paper

SCOTT, DAVID MEERMAN JOHN WILEY 2015 HF5415.1265 Paper

STAWSKI, SCOTT PEARSON 2016 HD45.S73 2016 Cloth

STEFFENS, MELANIE C., 1969- PETER LANG 2015 HD6060.6.S74 2015 Paper

TULGAN, BRUCE JOSSEY-BASS 2015 HF5381 Cloth

PALGRAVE
VERHEZEN, PETER, 1960- 2015 HD59.2.V47 2015 Cloth
MACMILLAN

WEICK, KARL E JOHN WILEY 2015 HD49 Cloth

HF5415.1265W4525
WEINMAN, JOE, 1958- JOHN WILEY 2015 Cloth
2015

WILLIAM J. ROTHWELL / Editor JOHN WILEY 2016 HD58.8.P7 2016 Cloth

BUSINESS EXPERT
YANKELEVITCH, SAM 2015 HD30.3.Y36 2015 Paper
PRESS
BUSINESS EXPERT
YANKELEVITCH, SAM 2015 HD30.3.Y36 2015 Paper
PRESS
COPENHAGEN BUS
2015 HD38.5 Paper
SCHOOL PR
Content YBP Select US List Slip Date
Level

ADV-AC Research-Recommended $54.99 10/14/2015

ADV-AC Research-Recommended $45.99 11/18/2015

ADV-AC Supplementary $59.95 10/7/2015

ADV-AC Research-Recommended $59.95 11/11/2015

ADV-AC Research-Recommended $67.50 12/20/2015

ADV-AC Research-Recommended $37.00 10/21/2015

ADV-AC $99.95 10/7/2015

GEN-AC Basic-Recommended $69.95 9/30/2015

PROF Supplementary $34.99 11/11/2015

ADV-AC Research-Recommended $32.00 11/18/2015

ADV-AC Research-Recommended $36.00 11/4/2015

PROF Supplementary $30.00 11/11/2015

PROF Supplementary $39.95 10/21/2015

PROF Supplementary $59.95 10/7/2015

ADV-AC Research-Recommended $59.95 9/30/2015

ADV-AC Research-Recommended $54.00 11/25/2015

PROF Supplementary $79.95 9/30/2015

GEN-AC Basic-Recommended $30.00 10/7/2015

ADV-AC Research-Recommended $45.99 9/23/2015

ADV-AC Research-Recommended $59.95 11/25/2015

ADV-AC Research-Recommended $40.00 9/16/2015

ADV-AC Research-Recommended $79.99 10/14/2015


PROF Supplementary $49.95 11/25/2015

ADV-AC Supplementary $39.95 11/18/2015

ADV-AC Research-Recommended $67.50 11/18/2015

ADV-AC Supplementary $60.00 9/16/2015

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PROF Supplementary $35.00 9/16/2015

ADV-AC Research-Recommended $95.00 11/25/2015

ADV-AC Research-Recommended $59.95 9/30/2015

ADV-AC Research-Recommended $59.95 9/30/2015

ADV-AC Research-Recommended $70.00 11/25/2015


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Creating a Pivot Table and Pivot Chart


Select a cell in the range that contains the data you would like to analyze.
Each row must have a different observation, each column must have a different variable.

Insert - Pivot Chart - Pivot Chart

Click on the chart or the table to


activate the contextual Pivot
Table Fields menu
Or

Click on the chart and go to:


PivotChart Tools -Analyze - Field
List

Either options will get you both a pivot chart and a pivot table.

Drag an ID field or any other field from the top section of the menu to "Sum of Values" in the bottom of the menu.
If you selected a numerical variable, you may want to toggle from "Sum of {your field}" to "Count of {your field}" depending on your analysis.
Other options are also available and might be appropriate to specific situations - use with caution.

Click on the drop-down arrow


besides your field

Drag other fields into the "Rows" and "Columns" or "Axis" and "Legend" areas of the bottom menu to generate charts.

Drag other fields into "Filter" to filter data - making a subset of the data according to your specified criteria.
PLEASE NOTE: filtered fields will stay filtered even after dragging away from the "filter area".
Return to the "filter area" and remove the filter by clicking "All", or click on the drop-down arrow that appears when you hover over a field in "PivotTable
Fields".
Filters are identified in the PivotTable Fields list with the filter symbol.

Formatting a Pivot Chart


Click on a chart to activate the contextual PivotChart Tools ribbon.
Click on a chart

Click on "Add Chart Element" to add or remove various aspects of the chart.
PivotChart Tools - Design

Some more advanced options are hiding under "More [type of chart element] options.
Modify the look as desired -- and use the "bar chart" icon to set advanced settings for the chart.

Click on a "Quick Layout", Change Colors" or "Chart Styles" to quickly modify the look of the chart.
PivotChart Tools - Design

PivotChart Tools - Analyze Go to "Field Buttons - Hide All" to remove PivotChart buttons from your chart.

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To prevent the chart from constantly resizing as you make updates, remove "Autofit columns on update" from the "Options" menu
PivotChart Tools - Analyze

Modifying Chart Types


Click on a chart to activate the contextual PivotChart Tools ribbon.
Click on a chart
PivotChart Tools - Design

Creating new fields from an existing field (especially useful with dates/times)

Activate the contextual PivotTable


Fields menu (click on chart OR
Tools - Analyze - Field List) Remove all fields except the field in the "Sum of Values" area.
Drag the field to be used for extraction in the "Rows" or "Axis" area.

Click on a chart to activate the contextual PivotChart Tools ribbon.


Click on a chart

Click on a cell in the first column of the Pivot Table

PivotTable Tools - Analyze

Select any desired categories and click on "Ok".


Fields will be added to your "PivotTable Fields" contextual menu.

Slicers and Timelines


WARNING: slicers and timelines are only available in the most recent versions of Excel and will not work when opened in older versions.

PivotChart Tools - Analyze

Select one or more variables to put into place "slicers".

Click (on a value in a slicer) Filter the pivot chart to only show data that corresponds to the selected value

Ctrl-Click (on values in a slicer) Select more than one value to use to filter the pivot chart.

Use Slicer Settings to change caption settings, sort order, and behavior of items with no data.
Slicer Tools (click on a slicer to
activate)

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Slicer Tools (click on a slicer to


activate) Change the number of columns

Quickly change the look of the slicer - select one or two values to judge the appearance of unselected values

Works with date/time variables to create a draggeable "timeline".


PivotChart Tools - Analyze

Advanced Tweaks
Changing the order of data displayed in the chart

File - Options - Advanced - Edit


Custom Lists (near end of
advanced screen) When alphabetical order does not display your data correctly, you can use custom lists to tell Excel in what order data should be displayed.
This will work when displaying data in Pivot Tables and Pivot Charts.
This Excel File already contains a few custom series, take a look and explore!

Filling in categories to give your data the correct format


You will sometimes need to fill in categories so that every row has the category value listed.

In the example below, "Teaching", "Community - Large", and "Community - Medium" need to be repeated on every row in order to create a pivot table.

Teaching

Community - Large

Community - Medium

Starting from the first cell that contains a category, select ALL affected cells in the column of your table (so all blanks + categories at once).
Hit F5 OR go to the Home ribbon - Editing section - Find & Select - Go to special. Select "Blanks".
Type "=" (no need to click anywhere, just start typing), hit the "up" arrow on your keyboard, and then do Ctrl-Enter.
The series should fill in - please note that formulas will be inserted in the table.

Moving Charts
You can't delete the pivot table, but you can leave it behind in another worksheet, and hide the worksheet.

Click on a chart to activate the contextual PivotChart Tools ribbon.


Click on a chart

PivotChart Tools - Design

Connecting a slicer to a second pivot chart


Start by creating a slicer connected to your first chart.Click on slicer and "Report Connections".
Select the pivot tables of all pivot charts to connect.

[email protected] - Dalhousie Libraries Bootcamp – Excel 1

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