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Data Management Best Practices in Excel®

Learn the best ways to use these tools: Validation, Tables, Sort, Filter, Subtotal, Text to Columns, and more …Microsoft® says that up to 70% of users surveyed use Excel® to maintain a database or large lists. To be truly proficient in Excel®, you must be familiar with these tools to manage data efficiently. Managing data is becoming more important than ever as data collection is more automated and you're getting swamped with tons of data. But what can you do with all that data? You need to know how to rearrange the data (Sort), see just what you want to see (Filter), create quick summaries (Subtotals), restructure fields containing too much data (Text to Columns) and eliminate redundant records (Remove Duplicates). If you are setting up a new list, you need to become familiar with the best ways to lay out your data, how to take advantage of Excel®'s Table feature, and how to use the powerful validation tools that not only keep out bad data from the start, but also drastically reduces data entry drudgery with drop-down clickable lists.
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Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Database Design Concerns
  • Repeating Fields; Too Much Data in One Column; Name Entries; Erratic Data/Time Entry
  • Using Excel® Tables for Database Data – Advantages and Disadvantages
Data Validation
  • Restrict Cell Content by Forcing Users to Select Entries From a Pick List
  • Restrict Cell Content by Value, Text, or Date/Time
  • Restrict Cell Content by Formula
  • Use Auditing Tools to Check the Validity of Existing Data
Tables
  • Convert Existing Data Into a Table
  • Formatting Tables and Using Automatic Expansion Features
Sorting
  • Use Multiple-Key Sorts From the Menu or From Button Commands
  • Sort Based on Rearranging Rows or Rearranging Columns
  • Sort Based on Cell Colors or in Random Order
  • Sort Data Based on the Order of a Custom List
Creating Automatic Subtotals With the Subtotal Feature
  • Set up Single and Multiple-Level Subtotals
  • Expand and Collapse Displays Quickly With Grouping and Outlining Symbols
Using the Powerful Filter Command to View Just the Data You Want to See
  • Set up Filtering to See and Print a Subset of Data
  • Create Compound Selection Criteria for Filtering Data
  • Use Excel®'s Greatly Expanded Special Filtering Tools for Text, Number, and Date Fields
  • Use the Advanced Filter for Unusual Filtering When Complex Criteria Are Needed
Other Data Tools
  • Use the Text to Columns Command to Split Data Into Multiple Columns
  • Use the Remove Duplicates Command to Eliminate Redundant Records
Database Analysis Tools
  • Using SUMIF and COUNTIF and Related Functions for Quick Data Analysis
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Dennis Taylor

Dennis Taylor

Taylor Associates

  • Founder of Taylor Associates
  • More than 20 years of experience working with Excel®
  • Taught thousands of classes and seminars throughout the U.S. and Canada
  • Presented more than 700 Excel® webinars and is the author or co-author of six books on spreadsheet software
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 399425
Published 2016
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