Chapter 8

Data Analysis

Agenda

• Functions– AND and OR– COUNT, COUNTA, and COUNTIF– CONCATENATE and TRIM– RANK and QUARTILE– MOD and ROW

• Goal Seek in decision-making• Pareto chart for the 80/20 rule• Advanced features in pivot tables and pivot

charts

Data Analysis Techniques • Sorting – arrange lists by one or more fields• Calculating – manipulating data in an individual

record• Summarizing – displays records within groups

and calculating (pivot table)• Filtering – displays only records that meet

specific criteria• Formatting – calls attention to a cell by the way it

is displayed (conditional formatting)• Charting – graphic representation of data

Summarizing Functions

• COUNT – number of cells containing numeric values within a designated range

• COUNTA – number of non-empty cells within a designated range

• COUNTIF – number of cells meeting specific criteria with a designated range

Decision-Making Functions

• AND – True if all arguments are true

• OR – True if any arguments are true

• IF – a logical test– One value if true, another value if false– Nested If – using another If function as either

the true or false value

The Admissions Office

• Examine a list of applicants and determine the acceptances and rejections

• Illustrate the AND or OR functions

• Use conditional formatting

• Demonstrate AutoFilter and Goal Seek functions

Ranking Functions

• RANK – rank of a number in a list with two arguments– Number– Name of list

• QUARTILE – maximum value of specified quartile with two arguments– Name of array– Quartile

Modulo Arithmetic

• MOD function returns remainder after division

• Requires two arguments– Value– Divisor

The Graduating Class

• Use the QUARTILE and RANK functions to determine the position of records within a list

• Use the SUBTOTALS function to compute statistics for a group of records

• Use conditional formatting and MOD function to shade alternate rows within a worksheet

• Demonstrate CONCATENATE and TRIM functions

A Pivot Table and Chart

• Divides records into list• Computes summary statistics for categories• Drag fields around pivot table to create new

views• Pivot chart displays pivot table graphically

The Men’s Store

• Import data from a text file into an Excel workbook

• Create a pivot table and associated pivot chart

• Use the Group and Show Detail command

• Create a worksheet from a pivot table

The Pareto Principle

• 80% of the activity in a system is attributable to 20% of the transactions (also called the “80/20 Rule”)

• Pareto chart – displays percentage each data element contributes to the whole

The Restaurant

• Display the day of the week given a calendar date

• Create a pivot table and corresponding pivot chart

• Determine percentage values within a pivot table

• Convert to pivot chart to a Pareto chart

Points to Remember

• Functions– AND and OR– COUNT, COUNTA, and COUNTIF– CONCATENATE and TRIM– RANK and QUARTILE– MOD and ROW

• Goal Seek in decision-making• Pareto chart for the 80/20 rule• Advanced features in pivot tables and pivot

charts

Assignment

• Practice exercises: 2, 3 and 4

• Due data: