Scribd
Upload
21 views

Excel Week 2 Detailed Notes

Uploaded by

ayubndikajob
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
21 views

Excel Week 2 Detailed Notes

Uploaded by

ayubndikajob
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 3

Excel Week 2: Intermediate Excel Functions and Data Analysis

Overview
This week covers intermediate Excel functions and data analysis tools, with a focus on
lookup functions, conditional formatting, pivot tables, and working with data across
multiple worksheets. By the end of this week, you’ll be able to perform more advanced data
manipulations, analyze datasets effectively, and set up dynamic tables and charts.

1. Advanced Formulas
Lookup Functions:
- VLOOKUP: Looks for a value in the leftmost column and returns a value in the same row
from a specified column.
Syntax: =VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup])
- Example: =VLOOKUP(A2, B1:C10, 2, FALSE)
- HLOOKUP: Similar to VLOOKUP but searches in the first row instead of the left column.
- INDEX and MATCH: Used together to perform complex lookups.
Example: =INDEX(B1:B10, MATCH(A2, A1:A10, 0))

Nested IF Statements:
- Allows multiple conditions to be evaluated in a single formula.
- Syntax: =IF(condition1, result1, IF(condition2, result2, ...))
- Example: =IF(A2>90, 'A', IF(A2>80, 'B', 'C'))

Date and Time Functions:


- TODAY and NOW: Returns the current date or date and time.
- DATEDIF: Calculates the difference between two dates. Example: =DATEDIF(start_date,
end_date, 'unit')
- YEAR, MONTH, DAY: Extracts year, month, or day from a date.

Statistical Functions:
- COUNTIF, SUMIF, AVERAGEIF: Count, sum, or average values based on a specified
condition.
- Syntax for COUNTIF: =COUNTIF(range, criteria)

2. Conditional Formatting
Using Conditional Formatting:
- Go to Home > Conditional Formatting to create formatting rules based on cell values.
- Examples of rules:
- Highlight cells with values greater than a specific amount.
- Use color scales to show high and low values visually.
- Data bars and icon sets to represent data density.
- Custom rules: Use formulas to apply more complex conditions.
3. Data Consolidation
Consolidating Data from Multiple Sheets:
- Use the Consolidate feature (Data > Consolidate) to combine data from different sheets.
- Choose from functions like SUM, AVERAGE, etc., to aggregate data.
- Link to data ranges in multiple sheets to create a consolidated view.

4. Pivot Tables and Pivot Charts


Creating and Customizing Pivot Tables:
- Select data, go to Insert > PivotTable.
- Choose fields to analyze (e.g., by region, product category).
- Drag fields to Rows, Columns, and Values areas for different analysis views.

Using Pivot Charts:


- Create a Pivot Chart from an existing PivotTable by selecting the PivotTable and going to
Insert > PivotChart.
- Customize chart elements like data labels, legends, and filters.

5. Working with Multiple Worksheets


Linking Cells Across Worksheets:
- Link cells by typing = followed by the cell reference from another sheet.
- Example: =Sheet2!A1 references cell A1 in Sheet2.

Consolidating Data:
- Summarize data across multiple worksheets by linking and consolidating cell ranges.
- Use 3D references to sum data across multiple sheets, e.g., =SUM(Sheet1:Sheet3!A1).

6. Error Handling in Formulas


Using IFERROR:
- Use IFERROR to handle formula errors gracefully.
- Syntax: =IFERROR(formula, value_if_error)
- Example: =IFERROR(VLOOKUP(A2, B1:C10, 2, FALSE), 'Not Found')

End-of-Week Checklist
- Utilized lookup functions (VLOOKUP, HLOOKUP, INDEX, MATCH).
- Created and applied nested IF statements.
- Used conditional formatting with custom rules.
- Consolidated data from multiple worksheets.
- Created and customized pivot tables and pivot charts.
- Linked data across worksheets effectively.
- Handled errors in formulas using IFERROR.
Project Suggestions for Week 2
1. Sales Report:
- Objective: Create a multi-sheet sales report consolidating data from regions.
- Steps:
- Use lookup functions (e.g., VLOOKUP) to pull data.
- Summarize data with pivot tables and filter by region.
- Visualize trends using a pivot chart and apply conditional formatting.
- Add error handling with IFERROR in lookup functions.

2. Inventory Management System:


- Objective: Track inventory with alerts for reorder.
- Steps:
- Set up an inventory sheet with lookup functions to auto-populate details.
- Use conditional formatting to highlight items below reorder level.
- Consolidate data across multiple sheets for different locations.

3. Employee Attendance Dashboard:


- Objective: Summarize employee attendance by department.
- Steps:
- Create a pivot table and pivot chart to group data by shift and department.
- Apply conditional formatting to highlight attendance trends.
- Link attendance data from multiple sheets and consolidate attendance details.

https://www.youtube.com/watch?v=9NUjHBNWe9M

You might also like