Skip to content

In the digital age, efficient data analysis is crucial. Excel's extensive capabilities make it a widely used tool for this purpose. This Excel Skills for Data Analysis and Visualization course introduces fundamental Excel techniques. After completion of notes, we will adeptly prepare data, automate analysis, and apply logical functions.

Notifications You must be signed in to change notification settings

hardik1vaibhav/Excel-Fundamentals-for-Data-Analysis

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

62 Commits
 
 
 
 
 
 
 
 
 
 
 
 

Repository files navigation

Excel-Fundamentals-for-Data-Analysis

alt text

Week 1

  1. CONCATENATE function joins text elements together. Upto 255 arguments can be used in a CONCATENATE function. Example : =CONCATENATE(A2,"_",B2) Note: If in Excel any argument you are giving is not a cell reference / Number, You must put it in double quotes. Note: If you want to copy the formula to a number of rows, go to the bottom fill handle and double-click, it will copy the formula until the cells referenced have not been empty. It only works vertically.
  2. CONCATENATE operator (Alternative to the above CONCATENATE function, an more easier and versatile) Example : =H2&I2&J2 (Here, & is ampersand) The problem with both the Concatenate operator & CONCATENATE function is that it is impossible to select a range of cells in these.
  3. CONCAT function is used to join adjacent cells Example : =CONCAT(H2:J2)
  4. TEXTJOIN function combines cells with advanced options. Structure of TextJoin: =TEXTJOIN("/"[delimiter], TRUE [Whether to ignore empty cells or not], H2:J2 [Range of Cells]) Now we will be looking at some Excel functions that will allow us to split text data
  5. LEFT function returns the leftmost characters from a text value Example: =LEFT(D2 [Text], 3 [Number of characters we want to extract from the left of the text D2])
  6. RIGHT function returns the rightmost characters from a text value Example: =RIGHT(D2 [Text], 3 [No. of characters we need to extract from the right side of text]
  7. MID function returns a specific number of characters from a text string starting at a specified position Example: =MID(G2[Text],4[Start text position],1[No. of characters we want to take from the start text postion])
  8. FIND function finds one text value within another text value Example: =FIND("-"[Find Text], G2[Within Text],[This argument is optional basically if we want to locate the secpnd hypen, we will give this argument])
  9. LEN function returns the number of characters in a text string
  10. CLEAN function strips/removes first 32 non-printing characters in the ASCII Table (these are non-printing characters) from the text Example: =CLEAN(G2) will basically remove the non- printing characters (first 32 ASCII Non-printable characters if present in G2)
  11. TRIM function removes extra spaces from text TRIM removes: * Leading spaces i.e. space coming before the text * Trailing Spaces i.e. space coming at the end of text * Extra mid spaces i.e. More than 1 space between the text
  12. UPPER function converts text to upper case
  13. LOWER function converts text to lowercase
  14. PROPER function capitalizes the first letter of each word
  15. SUBSTITUTE function replaces text based on content Example: =SUBSTITUTE(F2[Text],"S"[The letter/string within the text you want to replace],""[The replacement for the letter/string]) Note- In case you want to remove some old letter with nothing, just write "" in the third argument.

Week 2

TIP: Numbers in Excel automatically align to the right.
17) VALUE Function converts text that appears in a recognized format into a numeral. Example: =VALUE(A2)
TIP: Applying a VALUE function to a cell containing non-numeric data will result in an error.
18) TEXT function converts date/numeric data as plain text
Example: format_text (Days)
"D"= Day without leading digit "2", "3"
"DD"= Day with leading digits "02", "16"
"DDD"= Day of the week to 3 characters "Mon"
"DDDD" = Day of week "Monday"
Dates are numbers with special formatting. Like numbers, they can be used in calculations.
In Excel, if you type 1 and set the cell's format to be Date then you will get the date of 1st January 1900
Volatility- Volatile functions recalculate each time there is a change to the workbook
19) NOW function returns the serial number of the current date & time
20) TODAY function returns the serial number of today's date
21) DAY function converts a serial number to a day of the month
22) MONTH function converts a serial number to a month
23) YEAR function converts a serial number to a year
24) DATE function returns the serial number of a particular date
Usage: =DATE(2020[Year],4[Month],17[Day])
25) DAYS function returns the no. of days between 2 dates
Usage: =DAYS([end_date],[start_date]) 26) WORKDAY function returns the serial number of the date before/after a specified number of workdays 27) WORKDAY.INTL function is like WORKDAY. using parameters to indicate which & how many days are weekend days. Note: MS Excel starts on Mondays To customize the [weekend], for example, you live in a country where Tuesdays and Sundays are non-working days. So, in the [weekend] parameter write "0100001". [weekend] parameter requires seven '0's' or '1's'. "1" represents a non-work day."0" represents a work day. 28) NETWORKDAYS function returns the number of whole working days between a start date and an end date 29) EOMONTH function returns the last day of a provided month. 30) EDATE function returns the date that is a number of months before/ after the start date

Week 3

Note: Named Ranges are very useful for automation. /
16) Absolute Referencing is a cell reference that stays fixed even as it is copied/moved (The shortcut key is F4/ Function + F4)/ Naming of Named ranges should have certain properties/
* Maximum of 255 characters of name
* Name should start with letter/ ""
* Use letters,numbers & "
"
* No spaces, hyphens, and most punctuations won't be accepted
* Must be unique (within the workbook)
* Can't be a cell reference
The shortcut to extend selection down to the last cell is the Ctrl+Shift+Down arrow key/
17) Define Name is a tool to create named ranges with added specificity. Go to Formulas and then go to Define Name. A new window will pop up in which we can allow/restrict the/ particular named ranges to be within the workbook/particular worksheet
18) Create From Selection basically automatically creates named ranges from the selected cells. It allows us to create multiple Named Ranges simultaneously using the labels already in the workbook. Go to the Formulas tab, go to Create from selection and there select the options from which you want to name the cells.
19) Managing Named Ranges (Editing the existing Named Ranges) Go to the Formulas Tab and there go to Name Manager tool
TIP: A deleted named range won't be replaced with the original cell reference. Instead, it will return an error.
20) Use Formulas is used to show all the formulas within the particular worksheet. Just go to the cell you want to list down the various named ranges and then utilize Use in Formula of MS Excel. The list that we get is just a snapshot, i.e. it cannot be automatically updated if we change/modify our named ranges. Note: Name Manager does not allow us to change the scope of a named range. It is possible for the same range to have multiple names.
21) COUNTIFS function counts cells that match multiple criteria (up to 127 criteria) (There is another function called COUNTIF which allows for a single criterion)/
22) SUMIFS function sums cells that match multiple criteria.
23) Automation workbooks & data validation with Named Ranges
Data Validation: A feature designed to control what a user can enter into a cell
24) COUNTA function counts the number of non-empty cells. COUNT Function only counts cells containing numbers
25) OFFSET function returns a cell/a range that is a specified number of rows and columns from a cell/range

Named Ranges and Excel Tips

16) Absolute Referencing

Named Ranges are essential for automation. Absolute Referencing, a fixed cell reference, is copied/moved with the shortcut key F4 or Function + F4. Naming of Named Ranges should follow specific criteria:

  • Maximum of 255 characters.
  • Must start with a letter.
  • Use letters, numbers, and underscores.
  • Avoid spaces, hyphens, and most punctuations.
  • Must be unique within the workbook.
  • Cannot be a cell reference.

17) Define Name

Define Name is a tool for creating named ranges with added specificity. Navigate to Formulas, then Define Name. A new window allows you to allow/restrict named ranges within the workbook or a particular worksheet.

18) Create From Selection

Automatically create named ranges from selected cells using Create From Selection in the Formulas tab. This feature enables the simultaneous creation of multiple Named Ranges based on existing labels in the workbook.

19) Managing Named Ranges

Edit existing Named Ranges by using the Name Manager tool in the Formulas tab.

Tip: Deleting a named range won't replace it with the original cell reference; instead, it will result in an error.

20) Use Formulas

Show all formulas within a worksheet using the Use Formulas feature. Accessible through the Formulas tab, this list is a static snapshot and doesn't automatically update if named ranges are modified. Note that Name Manager does not allow changing the scope of a named range.

21) COUNTIFS and COUNTIF

COUNTIFS function counts cells matching multiple criteria (up to 127 criteria). There's also COUNTIF for a single criterion.

22) SUMIFS

SUMIFS function sums cells that match multiple criteria.

23) Automation Workbooks & Data Validation with Named Ranges

Data Validation is a feature designed to control cell inputs. Named Ranges play a crucial role in automating workbooks and enhancing data validation.

24) COUNTA and COUNT Functions

COUNTA counts the number of non-empty cells, while COUNT only counts cells containing numbers.

25) OFFSET Function

The OFFSET function returns a cell or range that is a specified number of rows and columns from a given cell or range.

Week 4

  1. Creating a Table: Go to any cell within the collection of rows and columns which you want to form a table from. Go to Insert Tab and then go to Create Table. After completing the process of making a table, a brand new tab named Table Design will appear.
    TIP: When removing Tables, cell formatting will remain, as it is not automatically removed from the table. To remove the table, just go to Convert to Range. The shortcut for Creating a table is Ctrl+T.
  2. Sorting and Filtering Table Go to the Data tab and there go to Sort & you will be able to add levels in your process of sorting columns.
  3. Slicer: A user-friendly visual element used to apply filters to tables. For this, go to the Table Design tab and then go to the Tools section, you will get the Insert Slicer option.
  4. Structured Reference means Using a table name in a formula rather than a normal cell reference.
    Operation of sum on such reference looks like this =SUM({Name of Table}[$ {Name of the column}]. If I change the name of the table, the structured reference will be updated. If I Remove the table altogether then the Structured reference will revert back to normal references
  5. Row function returns the number of rows in a reference/array

About

In the digital age, efficient data analysis is crucial. Excel's extensive capabilities make it a widely used tool for this purpose. This Excel Skills for Data Analysis and Visualization course introduces fundamental Excel techniques. After completion of notes, we will adeptly prepare data, automate analysis, and apply logical functions.

Topics

Resources

Stars

Watchers

Forks

Releases

No releases published

Packages

No packages published