Advanced Microsoft® Excel 2016 provides in-depth coverage of Excel that supports upper-level business and financial courses. Its comprehensive content is presented in a unique combination of brief introductory text, lists highlighting key information, marginal features, and step-by-step application exercises that give students an opportunity to apply new knowledge as they acquire it.

Students will:

• Build mastery in the skills needed for Microsoft Office Specialist and Expert Certifications for Excel 2016.

• Go even further to plan, define, create, modify, and use spreadsheets that clearly present information and solve specific financial problems.

• Use advanced spreadsheet tools to analyze data and present results in the form of forecasts and visual representations.

• Be challenged with chapter-based assignments that develop and build their portfolios and utilize important critical-thinking skills.

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© 2018 | 864 pages

Using Excel to analyze data and solve problems

7Chapter

283

Creating Tables and Using Them to Manage Data

Learning Objectives

Chapter GoalTo create tables and modify them to effectively organize, manage, and display data.

7.1 Organize data by creating tables

7.2 Add and remove table rows and columns

7.3 Name and select a table

7.4 Add calculated columns to a table and disable formula replication

7.5 Add alternative text to a table

7.6 Apply table styles and table style options

7.7 Remove duplicate records

7.8 Separate data using the Text to Columns feature

7.9 Sort data

7.10 Sort data on multiple columns

7.11 Change the sort order

7.12 Filter records

7.13 Create a custom AutoFilter

7.14 Clear filters and turn off AutoFilter

7.15 Use slicers to filter a table

7.16 Modify and remove table styles and formatting

7.17 Convert a table to a range

7.18 Apply advanced filters

On the Job Scenario ProDiagnostics Medical Laboratories (PDML)Kaelan Rogers, the director of ProDiagnostics Medical Laboratories (PDML), is preparing a budget summary for the board of directors, and he needs to analyze the previous year’s revenue for the five collection centers in the city of Waterloo, Ontario, Canada. Kaelan has asked the company’s

IT department to import into an Excel workbook the previous year’s revenue data from those five centers. He would like to analyze the imported data by using an Excel table. Kaelan needs you to organize the data in a table, then modify the table to help him understand and analyze the data.

283

Model Answer

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Data Files

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Ebook Links

Chapter goals describe the overarching knowledge students master by accomplishing the learning objectives.

Learning objectives define the concepts and skills students demonstrate after successful completion of the chapter.

On the Job Scenarios describe business and financial situations used in tasks throughout the chapter.

Precheck quizzes allow students to check current skills and understanding before starting chapter work.

Model answers show students how their files should look after they complete the assigned tasks.

Tutorials are short, step-by-step videos showing how to use Excel features and tools.

Know This communicate key information in clear, concise bullet points to facilitate easy learning and immediate recall.

Know More provide related information to support Know This content without interrupting the flow of learning.

On the Job Tasks guide students step-by-step through the application of spreadsheet and data analysis skills to solve realistic problems for the business introduced in the On the Job Scenario.

Chapter Summaries highlight the key concepts and Excel features covered by each learning objective.

Features Reviews provide visual references to Excel features and the methods for accessing and applying them.

Recheck quizzes enable students to determine how their understanding has improved after completing chapter work.

Study Tools reinforce understanding of the topics.

Concepts Reviews allow students to test their comprehension and recall of Excel features, terminology, and functions.

Skills Reviews guide students through additional practice of skills covered in the chapter tasks.

Skills Assessments prompt students to apply data analysis and spreadsheet skills to solve new business problems.

Visual Assessments use a combination of brief instruction and visual references to assess students’ ability to use Excel tools in solving business problems.

Capstone Challenges test mastery of learning objectives tied to MOS Specialist and Expert objectives.Integrated Capstone Challenge is a comprehensive, open-ended portfolio assignment that tests mastery of the Excel features and data analysis tools taught throughout the course.

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Chapter Features

Contents1. Preparing an Excel Workbook2. Entering Formulas and Inserting Functions3. Applying Formatting to Data4. Inserting Visual Elements and Modifying Page Setup5. Managing Workbooks6. Working with Charts and Hyperlinks7. Creating Tables and Using Them to Manage Data

Chapter 7 | Creating Tables and Using Them to Manage Data284

Visual Reference: An Excel TableFigure 7.1 A Data Range Formatted as a Table, with the Table Tools Design Tab Active

7.1 Organizing Data by Creating TablesAn Excel table is used to organize large quantities of data. A table uses the same structure as a database. Each column, commonly called a field, is used to store a single unit of information. Each field contains data about one aspect of the table subject, such as an employee number, first name, last name, or position. This data is found in the first row of the range. All the fields for one unit are entered in a row, which is called a record.

uKnow This about planning Excel tables

— Before you create a table, consider how the data is to be used and then plan the structure of the table by creating a data definition table that documents the column headers (also called field names), descriptions, data types, and comments. See Table 7.1 for the data definition table for the table you will create in this chapter..

— Review the data definition table with colleagues before you create the table, to verify the information in the table is correct and complete.

— Limit your tables to one per worksheet.— Use a unique field name/column header for each column.— Each column or field stores a single unit of information.

Converting a Range to a Table

Tutorial

MOS 3.1.1

By default, Excel displays a filter arrow next to each label in the table header row.

Use buttons and options in the Table Style Options and Table Styles groups to format the table.

Sorting arrows indicate that the table has been sorted by these two fields. Location has been sorted in ascending order, and Location Total has been sorted in descending order.

A column in a table contains a single type of information for each record and is called a field.

A row in a table is called a record.

The first row of a table contains column headers (also called field names ) and is called the header row.

Use the names that Excel assigns to the columns when you enter formulas.

This is the contextual Table Tools Design tab.

Larger Image

This table has been named WaterlooRev.

8. Creating Using PivotTables and PivotCharts to Analyze Data9. Using Advanced Formulas and Function10. Using Financial Functions and Analysis Features11. Working with Subtotals, Outlines, Groups, and Advanced Formatting12. Calculating and Analyzing Business Data13. Exporting and Importing Data14. Sharing a Workbook15. Automating Repetitive Tasks and Customizing Excel

Creating Tables and Using Them to Manage Data | Chapter 7 311

Chapter Summary7.1 u An Excel table is used to organize large quantities of data, and it can

be managed separately from other rows and columns in a worksheet. A table uses the same structure as a database and contains columns (or fields) and rows (or records).

u To create a table, select a range, click the Table button in the Tables group on the Insert tab, verify the range, and then click the OK button. Leave at least one blank row or column between a table and other data in the worksheet.

7.2 u Once a table has been defined, typing new data immediately below or at the right of the table causes the table to automatically expand using Excel’s AutoExpansion feature. When a row or column is removed from or added to a table, the table is resized to include this change.

7.3 u A table name is used to reference an entire table. It appears in the Table Name text box and the Name box on the Table Tools Design tab and at the Name Manager dialog box. Giving a table a unique name that is relevant to its contents will help users easily identify it if a workbook contains more than one table.

7.4 u Excel assigns a name to each column within a table. Column names are used in a calculated column much like named ranges are used in a formula.

7.5 u An assistive technology reads aloud the text and values in a spreadsheet, along with additional information that is not readily visible to users. If this alternative text is missing when the Excel Accessibility Checker is run, an error message will appear.

7.6 u The contextual Table Tools Design tab contains options for formatting a selected table. By default, when a table is created, Excel applies a table style that bands the rows. Features in the Table Style Options group allow removing bands from rows, adding bands to columns, and emphasizing the header row, first column, or last column.

7.7 u Excel can compare records within a worksheet and automatically delete duplicate rows based on the selected columns that might contain duplicate values. All the columns are selected by default.

7.8 u A column that contains data for more than one field can be separated (or split) into multiple columns using the Text to Columns feature.

7.9 u Use the sort feature to arrange records in a particular order; options for sorting in ascending order or descending order vary depending on the type of data being sorted. A sort can be done using one of several buttons in the Sort & Filter group on the Data tab or using the Sort option in the Sort & Filter button drop-down list in the Editing group on the Home tab.

7.10 u To sort data in a table by more than one column, create a custom sort using options at the Sort dialog box. When a sort is performed on multiple columns, the entire table is sorted, so it is not necessary to select the range before sorting.

7.11 u Modify a custom sort using options at the Sort dialog box. To change the sort order, choose a different option in the Order option box.

Creating Tables and Using Them to Manage Data | Chapter 7 313

Feature Ribbon Tab, Group Button, Option Keyboard Shortcut

apply advanced filter Data, Sort & Filter

clear all filters Home, Editing , Clear

clear sorts and filters Data, Sort & Filter

convert table to range Table Tools Design, Tools

create custom sort Data, Sort & Filter

create table Insert, Tables Ctrl + T

filter records Data, Sort & Filter

modify table style Table Tools Design, Table Styles AND Table Tools Design, Table Style Options

name table Table Tools Design, Properties Table Name text box

remove duplicates Table Tools Design, Tools

separate data Data, Data Tools

sort data in ascending order Data, Sort & Filter

sort data in descending order Data, Sort & Filter

insert slicer Table Tools Design, Tools

Features Review

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