MANAGING DATA IN TABLES PICK FROM DROP-DOWN LIST USE THE TABLE TOOLS > Since in a record a row keeps more or CREATING TABLES INSERT TABLE USING THE DESIGN CONTEXTUAL TAB less same kind of data, use the Pick From Drop-Down List… to enter data You create a table to help you QUICK ANALYSIS TOOL You can use the tools on the Design manage and analyze related data. tab to customize or edit the table. quickly. After you create a table, you will see 1. Enter your table's column Note: The Design tab is visible only To display the filter list: the Quick Analysis button next headings. when you select at least one or more 1. Right-click in the cell where you will to it. Click this button to see tools 2. Enter the first row of data cells in the table. enter the list data. that can help you analyze your table 2. Select Pick from Drop-Down List… immediately below the column APPLY TABLE STYLES headings. data, such as conditional formatting, 3. Click on the data in the list Sparklines, charts, or formulas. Note: Use the Keyboard shortcut, 3. Click the Insert Tab|Tables Select a cell in the table. Group|Table on the Ribbon. Alt+Down Arrow to display the On the Table Tools > Design filter list quickly and bypass the 4. Click the My Table Has Headers check box to select it. Contextual Tab the More button in shortcut menu. the Table Styles group to display a 5. Click OK. Excel inserts and formats the new gallery of table formats. Hover the table and adds filter arrows to each mouse over any one of the formats to field name. activate a Live Preview of the style on your table. Click the one you like to NAME YOUR TABLE To add a row, select the last cell in apply it to the table. When you create an Excel table, the last row of the table, and press Excel creates a default table name the Tab key. APPLYING CALCULATIONS TO (Table1, Table2, and so on), but you TABLE DATA can change the table name to make it When you type your data in a table, more meaningful. Excel adds filtering controls to the ADD THE TOTALS ROW 1. Select any cell in the Excel table table headers automatically. On the Table Tools > Design to show the Table Tools on the Contextual Tab click the check box For quick filtering, do this: to apply the Totals row to your table. ribbon. 2. On the Design tab, in the Table 1. Click the arrow in the table Excel will automatically apply the Name box, type the name you header of the column you want Sum function to any column of want, and press Enter. to filter. numbers. You may click the drop- USING AUTOFILL CONVERT A RANGE TO A TABLE 2. In the list of text or numbers, down menu to display other functions The Fill Handle button displays just uncheck the (Select All) box at in the Totals row for any of the 1. Open the target Worksheet. the top of the list, and then columns. If the column stores data, below and to the right of each cell. 2. Highlight the range of cells. When you drag the Fill Handle, Excel will check the boxes of the items Excel will automatically use the Count 3. Click on the Home Tab|Styles you want to show in your table. function. copy the contents of the selected cell. Group|Format as Table. The AutoFill Options button appears 3. Click OK. CREATE CUSTOM FORMULAS 4. Click on any one of the table when you release the mouse button. styles. Excel displays a list of options that vary The filtering arrow in the table header You may insert a column between 5. Indicate whether your table has a existing columns in the table. Or you depending on the contents of the initial Header Row. changes to this icon to indicate a cell. Accordingly, you can choose to fill filter is applied. Click it to change or may begin typing a heading in the Note: If your table does not column to the right of the last column the cells with text, numbers, formulas, have a Header Row, Excel will clear the filter. formats, or fill without formatting. To in the table to create a new column. add generic names for each Create a calculation in the first row of modify the Fill options, select the Home column in the selected range that column. Press the Enter key. Tab|Editing Group|Fill|Series… (e.g., Column1, Column2, etc.) Excel will automatically apply the command on the Ribbon. 6. Click OK. same formula to other cells in that column. STARLIGHT ED UCATION Quick Reference Guide EXCEL 2013 – LISTS and TABLES
SORTING DATA FILTER USING CRITERIA FILTER USING CRITERIA continued…
SORT A RANGE SORTING LEVELS It displays the Advanced Filter TIP When you copy filtered rows to another dialog box instead of the AutoFilter location, you can specify which columns to 1. Select the cell range you want If you need more control over how you menu. You must create a separate include in the copy operation. When you filter, to sort. sort your data, you can sort your data by enter a reference to the copied column labels criteria range that Excel will use as 2. Select the Data Tab| Sort and more than one column. in the Copy to box. The copied rows will then the source for the advanced Filter Group| Sort command. 1. Click the Data Tab| Sort and criteria. You can name a range include only the columns for which you copied The Sort dialog box will appear. Filter Group | Sort command. Criteria, and the reference for the the labels. 3. Decide the sorting order (either 2. The Sort dialog box will appear. range will appear automatically in GROUP AND OUTLINE ascending or descending). 3. Select the first column you want the Criteria range box. You can also define the name Database for GROUP DATA TO ADD SUBTOTALS 4. Once you are satisfied with your to sort. the list range to be filtered and Make sure that each column in a range of selection, click OK. 4. Click Add Level to add another define the name Extract for the data for which you want to calculate subtotals Excel will sort the range by the column to sort. area where you want to paste the has a label in the first row, contains similar selected column. 5. Select the next column you want rows, and these ranges will appear facts in each column, and that the range does CUSTOM SORT to sort by and then click OK. automatically in the List range and not include any blank rows or columns. 1. Follow steps 1 - 3 above then 6. The Excel will sort the worksheet Copy to boxes, respectively. To create an Advanced Filter, INSERT ONE LEVEL OF SUBTOTALS choose Custom List… according to the order you select. You may apply the instructions above follow these steps: 1. Select a cell in the range. The Custom Lists dialog box will 1. Before filtering, create the 2. Sort the column that contains the data for Sorting data in a range to Sorting appear. Criteria area by copying the you want to group by, select that column, data in a table. 2. Select NEW LIST from the column labels in the list range. 3. On the Data Tab| Sort and Filter Custom Lists: box. FILTERING DATA 2. Click the first cell of the area Group|Sort A to Z or Sort Z to A 3. Type the items in the desired where you want to place your 1. Select the data that you want to criteria; click the Paste button 4. On the Data tab| Outline custom order in the List entries. filter. Group|Subtotal. on the Home tab. 4. Click Add to save the new sort 2. On the click Data tab |Sort and 5. In the At each change in box, click 3. Click a cell in the list range. order. Filter Group|Filter. 4. Click the Data Tab| Sort and the column to subtotal. 5. Excel will add the new list to the 3. Click the down arrow in the Filter Group| Advanced 6. In the Use function box, click the Custom Lists: box. Make sure column header to display a list in command. which you can make filter summary function that you want to you select the new custom list 5. Do one of the following: use to calculate the subtotals. and then select OK. choices. To filter the list range by 4. To select by values in the list, hiding rows that do not 7. In the Add subtotal to box, select The Custom Lists dialog box will clear the Select All check box. the check box for each column that match your criteria, click close. 5. Select only the values you want Filter the list, in-place. contains values that you want to 6. Click OK in the Sort dialog box to see, and click OK. To filter the list range by subtotal. to perform the custom sort. 6. copying rows that match Optionally, you can add an automatic page Excel will sort the worksheet by the FILTER ITEMS BY COLOR your criteria to another break following each subtotal, a summary row custom order. If you have applied different cell or area of the worksheet, either above or below the details row. font colors or a conditional format, you click Copy to another location. Click in the 8. Click OK to apply the Subtotals. Sorting Levels Dialog Box can filter by the colors or icons that shown in your table or selected range. Copy to box and then REMOVE SUBTOTALS click the upper-left corner 1. Select a cell in the range that contains FILTER USING CRITERIA of the area where you subtotals. The Advanced command works want to paste the rows. 2. On the Data Tab| Outline Group| differently from the Filter command in Click OK. Subtotal. several important ways. 3. In the Subtotal dialog box, click Remove All.