#5 Excel
#5 Excel
#5 Excel
Microsoft Excel is a powerful spreadsheet application developed by Microsoft. It is widely used for storing,
organizing, and analyzing data. Excel allows users to perform calculations, create charts, and manage large
amounts of information in an organized manner. It is part of the Microsoft Office suite of productivity
software.
Some Important Terms
Workbook:
A workbook in Excel is a file that contains one or more worksheets where you can store and
manipulate data. It typically has a .xlsx extension and can contain multiple sheets.
2. Worksheet:
A worksheet, also known as a spreadsheet, is a single tab within an Excel workbook where you enter
and manipulate data. It consists of rows and columns where data is organized into cells.
3. Cell:
A cell is the basic unit of a worksheet where data is entered. It is identified by a unique combination
of its column letter and row number (e.g., A1, B5).
4. Range:
A range in Excel refers to a selection of multiple cells within a worksheet. It can be a single cell, a
group of adjacent cells, or a large block of cells.
5. Formula:
A formula is an expression that performs calculations or manipulates data in Excel. Formulas start
with an equal sign (=) and can include functions, cell references, operators, and constants.
6. Function:
A function in Excel is a predefined formula that performs specific calculations or manipulations on
data. Functions are built-in and categorized into different groups such as Math & Trig, Statistical,
Date & Time, etc.
7. Cell Reference:
A cell reference is the address of a cell in a worksheet, which is used in formulas and functions to
refer to that cell's value. It consists of the column letter followed by the row number (e.g., A1, B2).
8. Absolute Reference:
An absolute reference in Excel refers to a cell reference that remains fixed or unchanged when
copied or moved to other cells. It is denoted with a dollar sign ($) before the column letter and row
number (e.g., $A$1).
9. Relative Reference:
A relative reference in Excel refers to a cell reference that adjusts relative to the position of the cell
where the formula is copied or moved. It does not have dollar signs ($) before the column letter and
row number (e.g., A1).
10. Data Validation:
Data validation is a feature in Excel that allows you to control what type of data can be entered into a
cell. You can set criteria such as whole numbers, dates, text length, and create drop-down lists.
11. Conditional Formatting:
Conditional formatting is a feature in Excel that allows you to apply formatting (such as colors,
icons, and data bars) to cells based on specific conditions or rules. It helps visually highlight trends,
outliers, or important data points.
12. PivotTable:
A PivotTable is a powerful tool in Excel that allows you to summarize, analyze, and present large
amounts of data in a compact and interactive format. It enables you to reorganize and summarize
data from different perspectives.
13. Chart:
A chart in Excel is a graphical representation of data from a worksheet. It visually presents data
trends, comparisons, and relationships using different types of charts such as column, line, pie, bar,
etc.
14. Sorting:
Sorting in Excel refers to arranging data in either ascending or descending order based on the values
in one or more columns. It helps organize data for easier analysis and presentation.
15. Filtering:
Filtering in Excel allows you to display only the data that meets specific criteria or conditions. It
helps analyze data subsets and focus on relevant information within large datasets.
Features of Excel
1. Spreadsheets and Worksheets:
o Spreadsheet: A file containing one or more worksheets.
o Worksheet: A single sheet within a spreadsheet, consisting of a grid of rows and columns.
2. Cells:
o The basic unit where data is entered. Each cell is identified by a unique address, such as A1,
B2, etc., based on its column letter and row number.
3. Formulas and Functions:
o Formulas: Mathematical expressions used to perform calculations. For example, =A1 + B1
adds the values in cells A1 and B1.
o Functions: Predefined formulas to perform complex calculations easily, such as SUM,
AVERAGE, VLOOKUP, etc.
4. Data Analysis Tools:
o PivotTables: A tool for summarizing and analyzing large datasets, allowing users to see
patterns and trends.
o Data Sorting and Filtering: Organize and view data based on specific criteria.
5. Charts and Graphs:
o Visual representations of data. Common types include bar charts, line graphs, pie charts, and
scatter plots.
6. Conditional Formatting:
o Automatically apply formatting, such as colors or icons, to cells based on the values they
contain.
7. Data Validation:
o Restrict the type of data that can be entered into a cell, ensuring data accuracy and
consistency.
8. Macros:
o Automated sequences of actions to perform repetitive tasks, saving time and reducing errors.
9. Collaboration Features:
o Share workbooks and collaborate with others in real-time, making it easier to work on
projects with team members.
10. Templates:
o Pre-designed spreadsheet layouts for common tasks like budgeting, scheduling, and
invoicing.
Microsoft Excel is a versatile tool that can handle a wide range of tasks, from simple data entry to complex
data analysis. Understanding its features and how to use them effectively can greatly enhance productivity
and efficiency in both personal and professional settings. By mastering the basics, you can begin to explore
the more advanced capabilities of Excel and unlock its full potential.
Formatting:
Cell Formatting: Adjusting font styles, sizes, colors, and borders.
Number Formatting: Applying formats for currency, percentages, dates, and more.
Conditional Formatting: Automatically applying formatting based on cell values.
Data Management:
Sorting Data: Organizing data in ascending or descending order.
Filtering Data: Viewing a subset of data based on specific criteria.
Data Validation: Ensuring data integrity by restricting the type of data that can be entered.
Data Analysis:
PivotTables: Summarizing large datasets to find patterns and trends.
PivotCharts: Visual representations of PivotTable data.
What-If Analysis: Tools like Goal Seek and Data Tables to forecast outcomes.
Using Go To Feature:
1. Go To Specific Cell:
o Press Ctrl + G (or F5) to open the Go To dialog box. Enter a cell reference (e.g., A1, B10)
and press Enter to navigate to that cell.
2. Go To Special:
o In the Go To dialog box, click on "Special..." to navigate to specific types of cells, such as
blanks, formulas, constants, etc.
o
Cell Formatting
Cell formatting in Excel refers to the customization of the appearance of the cell content, which can include
text, numbers, and dates. Proper cell formatting makes your data easier to read and interpret.
Number Formatting
Number formatting in Excel is used to control how numbers, dates, and times are displayed in cells. Proper
number formatting ensures that numerical data is presented clearly and accurately.
Conditional Formatting
Conditional formatting in Excel allows you to automatically apply formatting to cells based on specific
criteria or conditions. It helps highlight important data, identify trends, and make data analysis more
intuitive.
Roll Name DOB House Pathology BioChemistry MicroBiology Total Percentage RES
1 AMAN 9-8-02 ASTER 78 78 38 194 80.83% PAS
12-8-
8 VINIT 02 DAFFODIL 13 72 20 105 43.75% FAIL
2 ASHISH 9-2-02 DAFFODIL 13 67 56 136 56.67% PAS
12-7-
7 SAUMYA 01 ASTER 43 60 12 115 47.92% FAIL
30-4-
6 GANESH 01 ZINNIA 34 59 52 145 60.42% PAS
23-5-
5 BINOD 02 VERONICA 50 57 47 154 64.17% PAS
9-12-
4 HITEN 01 ASTER 70 52 34 156 65.00% PAS
3 CHANDRA 7-6-03 DAFFODIL 54 33 22 109 45.42% FAIL
25-9-
9 JINAND 02 VERONICA 63 32 38 133 55.42% PAS
12-7-
10 KAUSHIK 07 ZINNIA 21 25 28 74 30.83% FAIL
1. Formatting as a Table
Advantages: Formatting your data as a table (also known as an Excel table) provides several
benefits. It automatically includes filter buttons in the header row, makes data manipulation easier,
and allows for structured referencing in formulas.
How to Format as a Table: Select your data range, go to the "Home" tab, click on "Format as
Table," and choose a table style. Ensure your table has headers.
2. Sorting and Filtering
Sorting: Sorting in Excel allows you to organize data in a specific order. You can sort data in
ascending or descending order based on one or multiple columns. This feature is useful for
organizing data such as names, dates, or numerical values.
o How to Sort: Select the data range, go to the "Data" tab, and click "Sort." Choose the column
to sort by and the sort order.
Filtering: Filtering allows you to display only the rows that meet certain criteria while hiding the
others. This feature is useful for narrowing down data to focus on specific information.
o How to Filter: Select the data range, go to the "Data" tab, and click "Filter." Use
dropdowns in the header row to select criteria.
Types of Filters based on Data Type of Columns
o 1. Text Filters
Text filters allow you to filter data based on text values in a column.
Examples:
Equals: Filters for exact matches of a text string.
Begins With: Filters for values that start with a specific text string.
Contains: Filters for values that contain a specific text string.
Ends With: Filters for values that end with a specific text string.
Custom Filter: Allows for more complex text-based filtering using wildcards (* and
?).
o 2. Number Filters
Number filters are used to filter data based on numerical values in a column.
Examples:
Equals: Filters for exact numerical matches.
Greater Than, Greater Than Or Equal To: Filters for values higher than or equal
to a specified number.
Less Than, Less Than Or Equal To: Filters for values lower than or equal to a
specified number.
Between: Filters for values within a specified range.
Top 10: Filters for the top or bottom number of items based on numerical values.
o 3. Date Filters
Date filters allow you to filter data based on date values in a column.
Examples:
Equals: Filters for exact date matches.
Before, After: Filters for dates before or after a specified date.
Between: Filters for dates within a specified date range.
Today, Tomorrow, Yesterday: Filters based on relative dates.
This Week, This Month, Last Month: Filters based on predefined date periods.
3. Advanced Filter
Advanced Filter provides more complex filtering options than the standard filter. It allows you to filter data
based on multiple criteria and even extract filtered data to a new location.
Example Criteria:
1. Show Students From Aster House
Roll Name DOB House Pathology BioChemistry MicroBiology Total Percentage RESUL
ASTER
2. Show Students from House= ASTER AND Total is greater than 150
3. Show Student whose Marks is less than 50 in Pathology OR less than 50 in BioChemistry OR
less than 50 in MiroBiology
Roll Name DOB House Pathology BioChemistry MicroBiology Total Percentage RESUL
<50
<50
<50
3. Data Validation
Purpose: Ensure data integrity by restricting what users can enter in a cell.
How to Use Data Validation: Select cells, go to the "Data" tab, click "Data Validation," and set
criteria (e.g., whole number, date, list).
4. Subtotal
Subtotal: Subtotal in Excel is used to calculate intermediate values, such as sums, averages, counts, etc.,
for grouped data. It automatically inserts subtotals and grand totals into your data.
How to Use Subtotal: Sort data, go to the "Data" tab, click "Subtotal," and choose columns to
subtotal and functions (e.g., sum, count).
5. PivotTables
Purpose: Summarize, analyze, and present large amounts of data.
How to Use PivotTables: Select data, go to the "Insert" tab, click "PivotTable," choose location
(new worksheet or existing), and drag fields to analyze data.
6. Conditional Formatting
Purpose: Highlight important information or patterns in your data visually.
How to Use Conditional Formatting: Select cells, go to the "Home" tab, click "Conditional
Formatting," and choose a rule (e.g., color scales, data bars).
7. Data Entry Efficiency
Tips: Use autofill for repetitive data (e.g., dates, numbers), utilize drop-down lists for consistent data
entry, and employ keyboard shortcuts (e.g., Ctrl+C, Ctrl+V) for copying and pasting.
8. Data Analysis with Formulas
Functions: Use Excel’s built-in functions (e.g., SUM, AVERAGE, COUNTIF) to perform
calculations and analyze data dynamically.
10. Charts and Graphs
Visualization: Create visual representations of your data to identify trends and patterns easily.
How to Create Charts: Select data, go to the "Insert" tab, click on the chart type (e.g., bar chart, line
chart), and customize as needed.
Formulas in Excel
In Excel, a formula is an expression used to perform calculations or operations on data in your
worksheet. The components of a formula in Excel include:
1. Equal Sign (=)
Definition: The equal sign is the starting point of any formula. It tells Excel that the subsequent
characters constitute a formula.
Example: =A1 + B1
2. Operands
Definition: Operands are the elements on which the formula operates. They can be constants, cell
references, ranges, or other formulas.
o Constants: Fixed values like numbers or text.
o Cell References: Addresses of cells, such as A1 or B1.
o Ranges: Groups of cells, such as A1
.
Example: In =A1 + 5, A1 and 5 are operands.
3. Operators
Definition: Operators define the type of calculation or operation to be performed on the operands.
o Arithmetic Operators: Perform basic mathematical operations.
+ (Addition)
- (Subtraction)
* (Multiplication)
/ (Division)
^ (Exponentiation)
o Comparison Operators: Compare two values.
= (Equal to)
> (Greater than)
< (Less than)
>= (Greater than or equal to)
<= (Less than or equal to)
<> (Not equal to)
o Text Concatenation Operator: Combine text strings.
& (Ampersand)
o Reference Operators:
: (Colon) – Range operator.
, (Comma) – Union operator.
(Space) – Intersection operator.
Example: In =A1 + B1, + is an arithmetic operator.
4. Functions
Definition: Functions are predefined formulas that perform specific calculations using particular
values, called arguments, in a specific order or structure.
o Syntax: FUNCTION_NAME(argument1, argument2, ...)
o Examples of Functions:
SUM(range) – Adds all numbers in a range.
AVERAGE(range) – Calculates the average of numbers in a range.
IF(logical_test, value_if_true, value_if_false) – Performs a logical test and returns one
value if true and another if false.
Example: =SUM(A1:A10) uses the SUM function.
5. Parentheses ()
Definition: Parentheses are used to control the order of operations and group parts of a formula.
Operations within parentheses are performed first.
Example: In =(A1 + B1) * C1, the addition is performed before the multiplication.
6. Cell References
Definition: Cell references indicate the location of data that the formula will use or manipulate. They
can be relative, absolute, or mixed.
o Relative Reference: Changes when the formula is copied to another cell (e.g., A1).
o Absolute Reference: Remains constant, no matter where the formula is copied (e.g., $A$1).
o Mixed Reference: Combines relative and absolute references (e.g., $A1 or A$1).
Example: In =A1 + $B$1, A1 is a relative reference, and $B$1 is an absolute reference.
Example Formula Breakdown
Formula: =SUM(A1:A10) + B1 * IF(C1 > 10, D1, E1)
1. Equal Sign (=):
o Indicates the start of the formula.
2. Function (SUM):
o SUM(A1:A10) adds the values in the range A1 to A10.
3. Range (A1:A10):
o Specifies the cells to be summed.
4. Arithmetic Operator (+):
o Adds the result of the SUM function to the next operand.
5. Cell Reference (B1):
o Refers to the value in cell B1.
6. Arithmetic Operator (*):
o Multiplies the value of B1 by the result of the IF function.
7. Function (IF):
o IF(C1 > 10, D1, E1) checks if the value in C1 is greater than 10 and returns the value in D1 if
true, or E1 if false.
8. Comparison Operator (>):
o Compares the value in C1 to 10.
9. Cell References (C1, D1, E1):
o Refer to the values in cells C1, D1, and E1.
Summary
Equal Sign (=): Starts the formula.
Operands: Constants, cell references, ranges, or other formulas.
Operators: Define the type of calculation (arithmetic, comparison, text concatenation, reference).
Functions: Predefined formulas that perform specific calculations.
Parentheses (()): Control the order of operations and group parts of a formula.
Cell References: Indicate the location of data to use or manipulate.
Common Functions
1. SUM
o Purpose: Adds all the numbers in a specified range.
o Syntax: =SUM(number1, [number2], ...)
o Example: =SUM(A1:A5) adds the values in cells A1 to A5.
2. AVERAGE
o Purpose: Calculates the average of the numbers in a specified range.
o Syntax: =AVERAGE(number1, [number2], ...)
o Example: =AVERAGE(A1:A5) calculates the average of the values in cells A1 to A5.
3. MAX
o Purpose: Returns the largest number in a specified range.
o Syntax: =MAX(number1, [number2], ...)
o Example: =MAX(A1:A5) finds the largest value in cells A1 to A5.
4. MIN
o Purpose: Returns the smallest number in a specified range.
o Syntax: =MIN(number1, [number2], ...)
o Example: =MIN(A1:A5) finds the smallest value in cells A1 to A5.
5. COUNT
o Purpose: Counts the number of cells that contain numbers in a specified range.
o Syntax: =COUNT(value1, [value2], ...)
o Example: =COUNT(A1:A5) counts the number of cells with numbers in A1 to A5.
6. COUNTA
o Purpose: Counts the number of cells that are not empty in a specified range.
o Syntax: =COUNTA(value1, [value2], ...)
o Example: =COUNTA(A1:A5) counts the number of non-empty cells in A1 to A5.
Text Functions
1. CONCATENATE (or CONCAT)
o Purpose: Joins several text strings into one string.
o Syntax: =CONCATENATE(text1, [text2], ...) or =CONCAT(text1, [text2], ...)
o Example: =CONCATENATE(A1, " ", B1) or =CONCAT(A1, " ", B1) joins the text in A1
and B1 with a space in between.
2. LEFT
o Purpose: Returns the first specified number of characters from the start of a text string.
o Syntax: =LEFT(text, num_chars)
o Example: =LEFT(A1, 3) returns the first 3 characters of the text in cell A1.
3. RIGHT
o Purpose: Returns the last specified number of characters from the end of a text string.
o Syntax: =RIGHT(text, num_chars)
o Example: =RIGHT(A1, 3) returns the last 3 characters of the text in cell A1.
4. MID
o Purpose: Returns a specified number of characters from the middle of a text string, given a
starting position.
o Syntax: =MID(text, start_num, num_chars)
o Example: =MID(A1, 2, 3) returns 3 characters from the text in cell A1, starting at the 2nd
character.
5. LEN
o Purpose: Returns the number of characters in a text string.
o Syntax: =LEN(text)
o Example: =LEN(A1) returns the length of the text in cell A1.
6. LOWER Function
o Purpose: Converts all letters in a text string to lowercase.
o Syntax: =LOWER(text)
o Example: =LOWER("Hello World") returns "hello world".
7. UPPER Function
o Purpose: Converts all letters in a text string to uppercase.
o Syntax: =UPPER(text)
o Example: =UPPER("Hello World") returns "HELLO WORLD".
8. PROPER Function
o Purpose: Capitalizes the first letter of each word in a text string and converts all other letters
to lowercase.
o Syntax: =PROPER(text)
o Example: =PROPER("hello world") returns "Hello World".
9. TRIM
o Purpose: Removes all spaces from text except for single spaces between words.
o Syntax: =TRIM(text)
o Example: =TRIM(A1) removes extra spaces from the text in cell A1.
Logical Functions
1. IF
o Purpose: Performs a logical test and returns one value if the test is true and another value if
the test is false.
o Syntax: =IF(logical_test, value_if_true, value_if_false)
o Example: =IF(A1 > 10, "Yes", "No") returns "Yes" if A1 is greater than 10, otherwise it
returns "No".
Charts in Excel
Charts in Excel are graphical representations of data that help visualize and interpret information more
effectively than raw numbers. Excel offers a variety of chart types to suit different data types and
presentation needs:
Common Types of Charts:
1. Column Chart:
o Represents data vertically in columns.
o Useful for comparing values across categories.
2. Bar Chart:
o Represents data horizontally in bars.
o Ideal for comparing values between different groups.
3. Line Chart:
o Shows trends over time or other ordered categories.
o Connects data points with straight lines.
4. Pie Chart:
o Displays parts of a whole.
o Useful for showing proportions or percentages.
5. Area Chart:
o Similar to a line chart but the area below the line is filled with color.
o Shows how values change over time and the cumulative total.
6. Scatter Plot:
o Represents individual data points based on two variables.
o Used to identify relationships or correlations between variables.
7. Bubble Chart:
o Similar to a scatter plot but with additional dimension represented by the size of markers
(bubbles).
o Shows relationships among three variables.
8. Histogram:
o Displays distribution of data over intervals (bins).
o Useful for showing frequency distribution of numerical data.
9. Combo Chart:
o Combines two or more chart types in a single chart.
o Useful for comparing different types of data series that have different value ranges.
How to Create a Chart in Excel:
Select Data: Highlight the data range you want to include in the chart.
Insert Chart: Go to the "Insert" tab, choose the desired chart type from the Charts group.
Customize Chart: Excel provides various options to customize charts such as titles, axes, legends,
colors, and styles.
Move and Resize: Click and drag to move the chart to a desired location in the worksheet or resize it
for better visibility.
Benefits of Using Charts in Excel:
Visual Representation: Makes data easier to understand and interpret.
Comparison: Allows for quick comparisons and analysis of data trends.
Presentation: Enhances presentations and reports with visually appealing graphics.
Data Analysis: Helps identify patterns, trends, and outliers in data.
A chart in Excel consists of several key elements that collectively present and communicate data effectively.
Understanding these elements helps in creating and customizing charts to suit specific data analysis and
presentation needs:
Elements of a Chart in Excel:
1. Chart Area:
o The entire area within which the chart and all its elements are contained.
o Can be formatted with background colors or images for visual appeal.
2. Plot Area:
o The area within the chart where the actual graphical representation (bars, lines, points, etc.) of
the data is plotted.
o Background of the plot area can be formatted separately from the chart area.
3. Axes:
o Horizontal Axis (X-axis):
Represents categories or values along the horizontal dimension.
Can be either a category axis (for categorical data) or a value axis (for numerical
data).
o Vertical Axis (Y-axis):
Represents values along the vertical dimension.
Scales dynamically based on the data values.
4. Axis Titles:
o Labels that describe the axis categories or values.
o Positioned next to or below/above the axes to provide context to the data.
5. Data Series:
o Represents the actual data points plotted on the chart.
o Each series is typically displayed using a specific type of chart element (bars, lines, points).
6. Data Labels:
o Text labels that provide additional information about individual data points or series.
o Can be displayed directly on the data points or bars for clarity.
7. Legend:
o A box that identifies the data series or categories represented in the chart.
o Positioned typically at the top, bottom, or side of the chart area.
8. Chart Title:
o A descriptive title that provides an overview of the data presented in the chart.
o Positioned above the chart area to summarize its contents.
9. Gridlines:
o Horizontal and vertical lines extending from the axes through the plot area.
o Assist in visually aligning data points and values for easier interpretation.