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Lab 19: Excel Formatting, Using Conditional Formatting and Sorting Records Armand Poblete (© 2016)

Lab 19: Excel Formatting, Using Conditional Formatting and ... · do that in Microsoft Excel. 1.1 IN-LAB Scenario: Using the last lab’s work, you will need to format the data into

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Page 1: Lab 19: Excel Formatting, Using Conditional Formatting and ... · do that in Microsoft Excel. 1.1 IN-LAB Scenario: Using the last lab’s work, you will need to format the data into

Lab 19: Excel Formatting, Using Conditional Formatting and Sorting Records

Armand Poblete (© 2016)

Page 2: Lab 19: Excel Formatting, Using Conditional Formatting and ... · do that in Microsoft Excel. 1.1 IN-LAB Scenario: Using the last lab’s work, you will need to format the data into

2 | P a g e Armand Poblete © 2016

CONTENTS

1 Lab Topic ............................................................................................................................................... 2

1.1 In-Lab ............................................................................................................................................ 2

1.1.1 In-Lab Materials .................................................................................................................... 2

1.1.2 In-Lab Instructions ................................................................................................................ 2

1.2 Out-Lab.......................................................................................................................................... 9

1.2.1 Out-Lab Materials ................................................................................................................. 9

1.2.2 Out-Lab Instructions ............................................................................................................. 9

1.2.3 Grading ................................................................................................................................ 11

1 LAB TOPIC

In this lab you will learn how to create tables and be able to format them using Microsoft Excels table

theme library. You also learn how to apply conditional formatting to create visual effects to certain data

results.

Sorting records is an essential part of record or information keeping and today you will learn just how to

do that in Microsoft Excel.

1.1 IN-LAB Scenario: Using the last lab’s work, you will need to format the data into a table and be able to apply a

table them. You will also sort the data in alphabetical order. Later you will use conditional formatting to

change the background color of the cell based on the results of the calculations.

1.1.1 In-Lab Materials

1. Microsoft Excel 2. Access to the Internet 3. in-lab_EXL1_Firstname_Lastname.xlsx from last lab

1.1.2 In-Lab Instructions

1.1.2.1 Step 1: Get organized

1. You will need in-lab_EXL1_Firstname_Lastname.xlsx from last lab.

2. Rename the file to in-lab_EXL2_Firstname_Lastname.xlsx.

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1.1.2.2 Step 1: Getting changing it to a table, ordering, and sorting your data

1. Open in-lab_EXL1_Firstname_Lastname.xlsx from last lab.

2. Highlight A5-J14

3. Now Format it as a table by going to the Home tab and click on this icon:

4. Select Table Style Light 9 theme

5. You will need to sort the Products by alphabetical order. To do that you will need to click on the

down arrow of Product:

Then Select Sort A to Z :

notice that all of the products listed are in alphabetical order along with their corresponding

data.

You can also sort data by click on individual columns and selecting the data you want to search for. For

example I want to find all items that I have given a 15% markup simply click on the down arrow of

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4 | P a g e Armand Poblete © 2016

Markup Retail and uncheck all, but 15%

You result should be:

The symbol means that column has been filtered for a specific record or records. To remove the

filter simply click on that icon then click on . This should

take you back to the original display of all of the data.

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1. Highlight G6 to G14

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6 | P a g e Armand Poblete © 2016

2. Apply Conditional Formatting:

3. Highlight G6 to G14

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4. Apply Conditional Formatting:

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5. Highlight G6-G14 and do the following Conditional formatting:

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9 | P a g e Armand Poblete © 2016

6. Once you have completed it should look like this:

7. Upload your work to the class site

1.2 OUT-LAB Scenario: Using the last lab’s work, you will need to format the data into a table and be able to apply a

table them. You will also sort the data in alphabetical order. Later you will use conditional formatting to

change the background color of the cell based on the results of the calculations.

1.2.1 Out-Lab Materials

1. Microsoft Excel 2010 2. Access to the Internet 3. out-lab_EXL1_Firstname_Lastname.xlsx from last lab

1.2.2 Out-Lab Instructions

1. You will need your last lab’s work (out-labEXL1_firstname_lastname).

2. Open the file

3. Highlight cells A5-J14 and apply this table (Table Style Light 8): . It

should look like the example below:

4. Now sort the Products column in alphabetical column (A to Z). You should have your products

listed like the one below:

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10 | P a g e Armand Poblete © 2016

5. On the Markup Retail column find all products that have a 15% markup. Now do a screen

capture of the sort. Open a blank MS Word document and paste your screen capture. Save the

document as out-lab-EXL2_SC_firstname_lastname.docx. You will need to upload this

document to the class site.

6. Remove or clear any filters on Markup Retail

7. Highlight G6 to G14 and apply a Conditional Formatting using the following data below:

a. Highlight Cell Rules Greater Than 15%

b. Highlight Cell Rules Between 0% to 14%

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c. Highlight Cell Rules Less Than 0%

8. Save the document for the next lab

9. Upload the Excel and MS Word documents to the class website

1.2.3 Grading

Scoring Points

Problems 1-5 20 Problems 6-8 15 Problems 9 5 Total 40