Working with Numbers:
Excel 2007/10/13
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Before you start
Project 1:
 Excel Intro
Project 2:
 Excel Basics
Project 3:
 Format & Arrange
Project 4:
 Groups & Formulas
Project 5:
 Design
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Appendix
 
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Home > Jan's CompLit 101 > Working with Numbers > Formulas > Summary
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Jan's Working with Numbers

    Formulas: Summary

Grouping similar data lets you create subtotals for each group. The data must be sorted first. You can sort on more than one column. 

Another way to get subtotals is with a PivotTable which summarizes data based on two characteristics and shows a 'total', like SUM, MAX, MIN, COUNT.

Moving or inserting cells can scramble formulas. You can often repair the broken formulas with AutoFill or by editing the cell references to include the new cells.


What You Printed for Excel Project 3:

  File and sheet What is it? Which lesson? # of pages
 1.  trips22-Lastname-Firstname.xlsx - Agents Totals Subtotals with just subtotals displayed Subtotal 1 page
 2. trips23-Lastname-Firstname.xlsx - Formatted Groups Gray scale Format Groups 1 page
  trips23-Lastname-Firstname.xlsx - Formatted Groups With alternate formatting for groups Format Groups 1 page
 2.  trips23-pivottable-Lastname-Firstname.xlsx - PivotTable Sheet showing a PivotTable and a PivotChart for agents and trips Pivot Table 1 page

 3. 

Icon: Excel 2010 Icon: Excel 2013 Icon: Excel 2016 trips23-pivottable-Lastname-Firstname.xlsx - PivotTable Sheet with slicer lists showing Pivot Table 1 page

 4. 

trips27-Lastname-Firstname.xlsx - Specials

Top table with merged cells for 'Cost each' and fixed formulas for 'Total sale'

Merges & Formulas

1 page

 5. 

trips27-Lastname-Firstname.xlsx - Formatted Groups, Tahiti, New Zealand, World

Repaired linked cells after changes to Specials

Merges & Formulas

5 pages

 6.  trips29-Lastname-Firstname.xlsx - Specials Print selection of upper table with inserted rows and repaired formulas Inserting & Formulas 1 page

Skills Covered - in lesson

Sort

  • Copy a whole sheet
  • Move a column
  • Use Sort dialog - multiple columns and a custom list

Subtotal

  • Use Subtotal command
  • Expand/collapse subtotal display
  • Edit borders with Format Cells > Borders tab 

Format Groups

  • Format data group - background, border, merge duplicate data
  • Move a table
  • Print in black and white to check formatting
  • Revise colors based on how they print

Pivot Table and Chart

  • Create a pivot table
  • Filter a pivot table
  • Change the function for the pivot table
  • Create a pivot chart
  • Icon: Excel 2010 Icon: Excel 2013 Icon: Excel 2016 Use slicers to filter pivot table/chart

AutoShape

  • Show/hide AutoCalculate functions on the Status Bar
  • Use AutoCalculate
  • Insert an AutoShape 
  • Format an AutoShape
  • Copy and paste an AutoShape
  • Delete an AutoShape
  • That shapes are attached to cells but are not in the cells

Image

  • Delete a sheet
  • Delete data from a column
  • Insert an image from a file
  • Move and resize image
  • Search for and insert an online image
  • Select cells underneath an image
  • Modify grouped sheets

Copies & Formulas

  • Find out if a cell is a copy or if it is linked
  • Change a copy to a link for labels and data cells
  • Deal with merged cells when editing

Merges & Formulas

  • Merge cells
  • Repair formulas with absolute reference
  • Repair formulas with AutoFill
  • Repair formulas on sheet with linked cells 

Sorting & Formulas

  • How sorting fails with merged cells
  • Write formulas using values from two rows
  • Create false calculations by sorting rows with the new formulas

Inserting & Formulas

  • Insert row without breaking formula - inside range, at bottom of range, below bottom of range
  • Insert row that breaks formula - at top edge of range
  • Fix a formula broken when cells were inserted
  • Check links on sheets affected by inserting new rows

Skills in Exercises

Excel 4-1 Amazon Pings

  • Copy and insert data
  • Paste Link
  • Paste Formats
  • Repair formulas
  • Revise chart
  • Print grouped sheets

Excel 4-2 Theater Tickets

  • Insert and size an image
  • Delete redundant data
  • Repair formulas
  • Format data groups
  • Create a PivotTable and PivotChart
  • Filter a PivotTable

Excel 4-3 Computers Today

  • Sort
  • Create subtotals with Subtotals button
  • Create subtotals by hand
  • Format groups with styles
  • Insert image
  • Create and edit a PivotTable and PivotChart

Important Terms

absolute reference

AutoCalculate

AutoSum

collapse group

custom list

data group

expand group

group

insert

link cells

merge

PivotChart

PivotTable

range

relative reference

slicer

Sort

Subtotal

Ungroup