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Essential Excel Tools, Tips & Tricks. Nicole Soer Loras College. Why. Example 1 (demographic). Example 2 (financial). Quick Bar. Find a quick average, count or sum of selected cells. Also find maximum and minimum. Printing Column Headings on Each Page. - PowerPoint PPT Presentation
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Essential Excel Tools, Tips &
TricksNicole Soer
Loras College
Why
Example 1 (demographic)
Example 2 (financial)
Quick Bar
Find a quick average, count or sum of selected cells. Also find maximum and minimum.
Printing Column Headings on Each
Page
Page Layout tab > Print Titles button
Tables
Tables provide a quick way to look at certain attributes like 90 or more credits…
Tables
Students registered as graduate students…
Tables
Students who are NOT graduate students but ARE registered for less than 12 credits…
Pivot Tables• Tool with reporting functionality that helps
summarize and analyze data
Pivot Tables
Tool that helps dynamically summarize and analyze large amounts of data
Pivot Tables
Pivot tables are a powerful tool that gives important information about our data like…
Pivot Tables
Cohort counts and outliers
Pivot Tables
Breakdown cohort by state
Pivot Tables
Detail in on 09/FA cohort who have SR status and are from MN
Pivot Tables
Determine sum and total average of student loan amounts and count of students
Duplicate Entries
Excel can color code duplicate entries with Conditional Formatting.
Custom Sorts
Home tab > Sort & Filter > Custom SortSort by cell color
Custom Sorts
Sort by multiple fields
Removing Duplicates
Take care with this!Data tab > Remove Duplicates
Function Basics
To use functions, you must have = sign, the function (SUM in this case) and the arguments (F2:L2)
Function Basics
To enter a function, type it in the cell…
Function Basics
or click the fx button to use the wizard
Filling in Functions
Click and drag OR double click the box in the corner of the cell.
Absolute vs. Relative Cell References
Absolute: the cell address stays same when fillingRelative: the cell address changes when filling
VLOOKUPLooks up a set of data from another spreadsheet• Grade book
o 90 – 100 = Ao 80-89 = B
• Financial Aid Calculatoro GPA 3.5 – 4.0 = 20,000o GPA 3.3 – 3.49 = 15,000
• ID look upo Combine information from demographic sheet to financial sheet
VLOOKUP
VLOOKUP
IF• Usually compares 2 things• If something is true, do a calculation or show text• If it’s not, do this calculation or show text
CONCATENATE
Combine cells, text or numbers