Excel
Excel
DATA ANALYTICS
Wasim Patwari
Empowering Learners in Computer Science &
Data Analytics
WhatsApp:91- 9607157409
INDEX
Sr. No Excel For Data Analytics
01 Introduction to Excel
02 Features of Excel
03 Features in Excel
05 Data Visualization
08 Excel Macros
FEATURES OF EXCEL
1. Workbooks and Worksheets:
Excel organizes data in workbooks, which contain
multiple worksheets.
Each worksheet is made up of rows and columns
forming a grid where data is entered.
1. MATHEMATICAL FUNCTIONS
SUM: Adds up a range of cells.
Ex: =SUM(A1:A5)
MODE:
1. SORTING DATA
Ascending or Descending Order: Sorting data helps
organize it in a meaningful order, either alphabetically or
numerically.
How to Sort:
Select the range of data.
Go to the Data tab.
Use the Sort A to Z (ascending) or Sort Z to A
(descending)buttons.
How to Filter:
Select your data range (including headers).
Go to the Data tab and click on Filter.
Use the dropdowns in each column header to set your
filter conditions.
How to Use:
Go to Data > Advanced (in the Sort & Filter
group) and configure the filter criteria.
4. DATA VALIDATION
Setting Data Validation: Ensure that only valid data is
entered into cells (e.g., only numbers, dates, or specific
choices).
How to Set:
Select the range.
Go to Data tab > Data Validation.
Define the type of data allowed (e.g., whole
numbers,dates, or a custom rule).
6. TEXT-TO-COLUMNS
Split Data: Split data in a column into multiple columns,
such as splitting a full name into first and last names.
How to Set:
Select the column.
Go to Data tab > Text to Columns.
Choose either Delimited (if there is a specific separator
likecommas or spaces) or Fixed width (split based on
specificpositions).
7. REMOVING DUPLICATES
Remove Duplicates: Clean up your data by removing
duplicate entries.
How to Remove:
Select your data range.
Go to Data tab > Remove Duplicates.
Choose which columns to check for duplicates.
1.CHARTS IN EXCEL
Excel provides a variety of chart types to help visualize your
data. To create a chart, follow these general steps:
Select your data (including headers).
Go to the Insert tab on the ribbon.
Choose a chart type from the Charts section.
Icon Sets: Display icons based on the value of the cell (e.g.,
traffic light icons for performance).
How to Apply:
Select your range > Conditional Formatting > Icon Sets..
5. PIVOT CHARTS
Pivot charts are linked to pivot tables and can dynamically
update as you change the pivot table data. This is helpful
for interactive data analysis.
How to Create:
First, create a Pivot Table.
Then, go to the PivotTable Analyze or Analyze tab and
select PivotChart.
Choose the chart type and format it as needed.
6. COMBO CHARTS
Combo charts allow you to combine two or more chart
types into one (e.g., a column and line chart). This is useful
when comparing different data sets with varying scales.
How to Create:
Select your data.
Go to Insert > Combo Chart > Custom
Combination
Choose the chart types for each data series.
9. DASHBOARDS
Dashboards are comprehensive views of your data, often
combining multiple charts, pivot tables, and KPIs (Key
Performance Indicators) in one place.
How to Create a Dashboard:
Organize your data and create various charts and
tables on asingle worksheet.
Use Slicers and Timelines to add interactivity and allow
users to filter the data.
Slicers: Go to Insert > Slicer (for PivotTables or tables)
to filter data in your charts.
Timelines: Go to Insert > Timeline (for time-based
data) to filter data by date.
Example:
If you want to summarize sales by product and region, you
would:
Drag Product to the Rows area.
Drag Region to the Columns area.
Drag Sales to the Values area (it will default to Sum).
1. Grouping Data
You can group data by date, number ranges, or text.
Group by Date: Right-click on a date field in the Pivot
Table, then select Group. You can group by months,
years, days, or quarters.
Group by Number: Right-click on a number field, choose
Group, and specify a range (e.g., group sales amounts
into ranges).
Group by Text: You can group categories of text, like
regions or products, into meaningful groups.
2. Sorting Data
Right-click on a row or column label in the Pivot Table and
choose Sort to sort the data in ascending or descending
order.
3. Filtering Data
You can apply filters to focus on specific subsets of data.
There are twoways to filter:
Using the Filter Area: Drag a field into the Filters area. For
example, you can drag Date or Product Category into
the Filters area to filter your Pivot Table by specific
dates or categories.
Using the Drop-down Menu: Click the drop-down arrow
next to row or column labels to filter the data.
5. Under the Error Alert tab, you can set a custom error
message that will appear if the user tries to enter invalid
data.
Example:
Security Considerations
Macro Security: Macros can potentially contain harmful
code, so always be cautious when opening workbooks
with macros from unknown sources. Excel has several
security levels to protect you from unsafe macros.
You can adjust your security settings for macros under File
> Options >Trust
Center > Trust Center Settings > Macro Settings.
Fill data:
Ctrl + D: Fill the selected cell with the contents of the cell
above (down).
Ctrl + R: Fill the selected cell with the contents of the cell
to the left (right).
AutoFill:
Drag the fill handle: Use the small square at the
bottom-right corner of a cell to drag and auto-fill
values, dates, or patterns (e.g., days of the week,
numbers).
Ctrl + Shift + Arrow key: Select the whole range for
AutoFill, then press Ctrl + D or Ctrl + R.
4. Formatting Shortcuts
Bold, Italics, and Underline:
Ctrl + B: Apply or remove bold formatting.
Ctrl + I: Apply or remove italics.
Ctrl + U: Apply or remove underline.
Format as currency:
Ctrl + Shift + $: Apply currency formatting to the selected
cells.
Format as percentage:
Ctrl + Shift + %: Apply percentage formatting to the selected
cells.
Apply borders:
Ctrl + Alt + 0: Add borders to selected cells.
Clear contents:
Delete: Clear the contents of the selected cell(s).
Alt + E, A, A: Clear all formatting (no data).
AutoFilter:
Ctrl + Shift + L: Apply or remove AutoFilters from the selected
data range. This is useful for quickly sorting or filtering data.
Zoom In/Out:
Ctrl + Scroll Wheel: Zoom in or out in the worksheet using the
mouse scroll wheel while holding the Ctrl key.