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Excel Skills

Excel Skills. Presentation Focus:. Filtering Conditional Formatting Pivot tables Slicers (Excel 2010 only ) Sparkline (Excel 2010 only ) Other: Screen Prints Shortcuts (i.e. quick keys or buttons). Filtering (Data Tab).

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Excel Skills

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  1. Excel Skills

  2. Presentation Focus: • Filtering • Conditional Formatting • Pivot tables • Slicers (Excel 2010 only) • Sparkline (Excel 2010 only) • Other: • Screen Prints • Shortcuts (i.e. quick keys or buttons)

  3. Filtering (Data Tab) Purpose: To organize data based on a specified criteria indicated with the filter Key tips: Filter must be the same cell size Headers for the filter must be the top row Filters can be customized based on specified criteria and multiple choices can be made Can sort by color

  4. Conditional Formatting (Home Tab) Purpose: To identify specified scenarios and allow them to be displayed visually when they occur • Key tips: • Multiple formulas and symbols can be used to display a spreadsheet activity • Types: data bars, color scale, icon scales, top ten • Multiple rules can be established per cell (but not the same type) • Formatting rules can be managed

  5. Pivot Tables (Insert Tab) Purpose: To allow for a quick way to identify and analyze data Key tips: Each column must have a title to be in the field list If change source data, must refresh data If unable to find values, click field list Drag from field list to axis Values can be counted, summed, average Formulas can be generated to perform calculations Data can be sorted Details of analysis can be identified with double click Can develop charts with same functionality

  6. Slicers (Insert Tab) Purpose: To allow for a quick way to show data for those who do not understand pivot tables • Key tips: • Must be in 2010 (i.e. .xlsx file) • Must have Pivot table created first (Refer to previous slide) • Multiple items can be selected on one slicer • Selections in slicers can affect additional linked data, such as charts

  7. Sparkline (Insert Tab) Purpose: To allow a visual depiction of data for quick trending analysis • Key tips: • Must be in 2010 (i.e. .xlsx file) • Small charts may need to expand cell • Data can still be written in the cell • Axis cannot be established • Cannot delete through “backspace” or “delete” button on keyboard, use “Clear button”

  8. Other Purpose: Tips and tricks to make using excel easier • Screen printing: • Can print screen entire screen or portion of it • Must be on the prior screen first before you print screen • If use multiple monitors and due screen print, will take both monitors • Short cuts: • Copy: Ctrl + C • Paste: Ctrl + V • Cut: Ctrl + X • Select all: Ctrl + A • Scroll down with selection: Shift + Ctrl + down arrow • Jump down to next open cell: Shift + down arrow • Quick tool bar • - Can add frequently used activities • Format Painter • Alt tab (allows for quick keys)

  9. Contact Information:Mark Wozny, CIASenior Internal AuditorBriggs & Stratton CorporationTelephone: 414.259.5612Wozny.Mark@Basco.com

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