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buad 3050 Plug In 3

buad 3050 Plug In 3 - PLUG-IN T3 Problem Solving Using...

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T3-2 Plug-In T3 Problem Solving Using Excel * P L U G - I N T3 Problem Solving Using Excel 1. Describe how to create and sort a list using Excel. 2. Explain why you would use conditional formatting using Excel. 3. Describe the use of AutoFilter using Excel. 4. Explain how to use the Subtotal command using Excel. 5. Describe the use of a PivotTable using Excel. Introduction If you routinely track large amounts of information, such as customer mailing lists, phone lists, product inventories, sales transactions, and so on, you can use the ex- tensive list-management capabilities of Excel to make your job easier. In this plug-in you will learn how to create a list in a workbook, sort the list based on one or more fields, locate important records by using filters, organize and ana- lyze entries by using subtotals, and create summary information by using pivot ta- bles and pivot charts. The lists that you create will be compatible with Access, and, if you are not already familiar with Access, the techniques that you learn here will give you a head start on learning several database commands and terms. Plug-In T6, “Basic Skills and Tools Using Access,” will provide detail on many of the Access database commands and terms. There are five areas in this plug-in: 1. Lists 2. Conditional Formatting 3. AutoFilter 4. Subtotals 5. PivotTables Lists A list is a collection of rows and columns of consistently formatted data adher- ing to somewhat stricter rules than an ordinary worksheet. To build a list that LEARNING OUTCOMES
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works with all of Excel’s list-management commands, you need to follow a few guidelines. When you create a list, keep the following in mind: Maintain a fixed number of columns (or categories) of information; you can alter the number of rows as you add, delete, or rearrange records to keep your list up to date. Use each column to hold the same type of information. Don’t leave blank rows or columns in the list area; you can leave blank cells, if necessary. Make your list the only information in the worksheet so that Excel can more eas- ily recognize the data as a list. Maintain your data’s integrity by entering identical information consistently. For example, don’t enter an expense category as Ad in one row, Adv in another, and Advertising in a third if all belong to the same classification. To create a list in Excel, you would follow these steps: 1. Open a new workbook or a new sheet in an existing workbook. 2. Create a column heading for each field in the list, format the headings in bold type, and adjust their alignment. 3. Format the cells below the column headings for the data that you plan to use. This can include number formats (such as currency or date), alignment, or any other formats.
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