Ch5-2_ClassNotes_sp11

Ch5-2_ClassNotes_sp11 - Chapter 5, Part 2 of 2: Managing...

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Chapter 5, Part 2 of 2: Managing Excel List Data Chapter 5, Part 2 Skills Understand and apply the critical guidelines for list development that enable the automatic Excel list features to work correctly. Sort data rows by one column. Sort data rows by multiple columns. Filter a list using the AutoFilter feature. Apply an advanced filter that involves AND and OR logic. Add subtotals to a list using the Subtotals command or the Subtotals function. Add documentation to Excel workbooks. Chapter Vocabulary sort aggregating or grouping data aggregate calculations aggregate functions (there are many we have already covered, such as SUM, AVERAGE, SUMIF(S), COUNTIF(S), MIN, MAX, etc.) o COUNT, COUNTA, SUBTOTAL (introduced with Chapter 5 material) Chapter Demonstration 4: Open the practice workbook Ch5-2.xlsx . Select the Employees worksheet. A. Sort List Top-to-Bottom In an Excel list, (most of the time) we want ROWS sorted keeping all fields of one row together Continue with the same Employees worksheet as used in the previous demonstration. 1. Can sort by one column. Use the quick sort feature (A→Z, or Z→A). Can sort by multiple columns. Use the expanded sort feature. Sort the employee data so that we can see which employees have worked in each job the longest. Sort by Department, then by Job Title, then by Hire Date Each column is assigned a level relative to other columns that will be sorted. Be sure to check the box "My data has headers" if applicable. B. Sort List Left-to-Right Suppose we wish to view the sales data from latest to earliest instead of from earliest to latest as it is now shown. 1. Select the SalesData worksheet. 2. Select all filled cells except those in the first column. 3. a. Select the Options button b. Select the option to sort from left to right . Click OK. c. Select Row 1 from the first drop-down list. 1
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d. Select Z A from the drop-down list in the last box. C. Filtering : showing rows that meet one or more criteria Rows not meeting criteria are HIDDEN (note the row numbers) 1. AutoFilter: Data Filter toggles AutoFilter on and off a. Drop-down arrows at top of columns a.i. Select the Employees worksheet. a.ii. Filter the list so that you can see only employees in the Sales department.
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Ch5-2_ClassNotes_sp11 - Chapter 5, Part 2 of 2: Managing...

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