Lesson 1: Creating Tables and Outlines€¦ · After studying this lesson, you will be able to:...

Return to the FastCourse Excel 2007 Level 3 book page

Lesson 1: Creating Tables and Outlines

Lesson ObjectivesAfter studying this lesson, you will be able to:

Create and format tables from worksheet data

Display totals and use other functions to perform calculations

Sort data using various specifications

Display specific data records by filtering

Outline and group to summarize data

2

Why Use a Table?Automatic table expansion when rows or columns are added

Calculated columns copy a formula automatically

Table style library

Filtering automatically available

Function drop-down list for cells in total row

3

Table Parts

Row (record) holds data for one person, event, or transaction

Filter button

Column (field) holds one category of data

Optional total row

Labels outside the table

Calculated column

4

Converting a Range of Cells to a Table

Select the worksheet range

Result of table conversion

Accept defaultsChoose a table style (may be changed later)

5

Rename the table to a descriptive name for use in formulas.

Formatting a Table

Banded Rows: Apply a fill to alternating rows to enhance readability First Column and

Last Column: Highlight all entries in the column

Total Row: Displays total in last column if contains numbers

6

Summary Formulas in the Total RowChoose a summary function for any number column

Result of choosing AVERAGE

Result of choosing COUNT

Result of choosing SUM

7

Selecting Table Rows and Columns

Click inside the first cell of a table row to select the row

Click the top of the table column heading to select the table column

8

Creating Calculated Columns in a Table

Select any cell in the table column

Create a formula as usual with Point Mode

=H5+I5

Excel converts cell references to structured reference in the formula

The formula is applied automatically to all cells in the calculated column

9

Sorting a Table ColumnDrop down the column heading list

In this example of sorting by color, some text in the table is red

Up arrow indicates the list is sorted from A to Z or lowest to highest

10

Filtering a Table ColumnDrop down the column heading list

All records except those with IL are hidden temporarily

Filter by color or for text, such as Begins with or Does not contain

Limit the display to one or more selected entries

Indicates that not all records currently display

11

Custom Filters

Filter will display only records with a Review Date between April 15 and June 15

12

Choose Clear Filter from "[column name]" in the column heading list to remove any type of filter.

Working with Outlines and GroupingHow outlines work

Group data by rows and columnsOutline levels are displayed on the top and left

Expand and collapse grouped data

13

Working with Outlines and GroupingAuto outline

For smooth Auto Outline, arrange detail data to right or left of summary formulas

Create groups manuallySelect detail data and group, even if Auto Outline has been performed

14

Displaying Subtotals in an OutlineFirst sort the list by the column on which subtotals will be based

15

Return to the FastCourse Excel 2007 Level 3 book page

Lesson 1: Creating Tables and Outlines