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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