018 05 11get control of excel workbook · 1. boost excel skills by > 30%. 2. discover 4 useful...

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Workbook

Powerful Tips that Transform

Data into Useful Knowledge

A Get Control! University Class

Get Control! of Excel

2 ©2003‐2019 GetControl.net All Rights Reserved. Do not use without permission. [email protected]

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Table of Contents Big Goals .......................................................................................................................................... 4

4 Big Get Control! Concepts ............................................................................................................ 4

Whirlwind Tour ............................................................................................................................... 5

Stunning Visuals .............................................................................................................................. 9

Fab Formulas ................................................................................................................................. 12

Fun Functions ................................................................................................................................ 15

PivotTable Perfection .................................................................................................................... 19

Dazzling Dashboards ..................................................................................................................... 22

Quick Survey ................................................................................................................................. 23

Best‐Selling Books | Award‐Winning Training .............................................................................. 24



Big Goals

1. Boost Excel skills by > 30%.

2. Discover 4 useful tips that can be used on the job.

4 Big Get Control! Concepts

Career Goal: Turn data info knowledge business intellegence. Make it Visual: Colors, patterns, images fire long term memory.

Practice Makes Perfect: Watch video and repeat 5x.

Optimize via shortcuts!



Whirlwind Tour

Exciting Features Cell Basics: Excel features vertical alpha columns and horizontal numerical rows. These

extend for thousands of units to the left and down. Cells are the intersection of a column and a row. Cells can be copied, cut, pasted into other cells.

Clear Cell: At times a cell can contain both a number and formula. To completely clear a cell, from the Home Tab, click on Clear or the Pink Eraser > Clear All.

Fill: The Fill feature helps you copy the contents of one cell into all adjacent cells. You can duplicate the exact content of a cell, or you can create a series, for example, 1,2,3 or January, February, and March in that row or column. o Fill Exact Number: Click on the first cell in the column or row and highlight the area

that you want to populate that number or text. o Fill Series: Click on the number or text you want to begin the series and highlight the

target area you want to fill. From the Home Tab click on Fill > Series > Specify the series required > OK.

o Click and Drag Fill: You can duplicate the contents of a cell into a cell or row by clicking and dragging the small, green square in the bottom‐right corner of a cell.

o Note: if Excel incorrectly predicts that you want a series you can click on Fill > and the direction you to fill, for example, down, and then it will fill that item without it being within a series.

Highlight Columns and Rows: You can highlight a column or row by clicking on the letter or number header at the top or right respectively. You can click and drag to highlight multiple columns or rows.

Insert Columns and Rows: From the Home Tab click on Insert and Insert Cells and select columns or rows. If you highlight multiple columns or rows before doing this, Excel will insert that number of columns or rows.

Highlight Entire Worksheet: Click on the small grey triangle next to cell A1.

Formulas: Formulas can be input into cells to perform a staggering number of different kinds of calculations.

Ribbon Menu: The top horizontal ribbon menu has many functions that we will cover later. Hide or reveal the ribbon by right‐clicking File > Collapse Ribbon.



Home Tab: This menu item contains many useful items. o The Border tool helps you place borders and grids around your information to

make it easier to understand. o The Number area changes your data into different formats like date, currency,

zip codes, general numbers, and text. You can adjust decimal points and other things in this area.

o The Styles area helps you visualize information via colors and graphs that appear when certain conditions exist. Conditional formatting is covered later in this workbook.

o The Cells area is where you can edit, add, or delete cells, rows, and columns. o The Editing area contains the useful AutoSum and Fill features.

Insert Tab contains the PivotTable and Chart functions.

Data Tab contains the Sort and Filter functions.

Special Functions Lower Right Toolbar Calculator

o Instant Count, Sum, and Average can be seen by highlighting a set of numbers and looking in the lower right corner.

o The Header Button the lower right allows you to place a header on your spreadsheets. The header is good because building a header into a spreadsheet can cause some formatting problems.

Quick Sum: Alt = Enter When you position the cursor under a column of numbers and press Alt + = and hit Enter, the sum will show.

Zoom to Any Cell: Type Control + g and the cell name.

Quick Access Toolbar: Excel has many functions that are hidden by the ribbon of another Menu item and forgotten by users. Click on the QAT in the upper‐left corner. o It is the triangle with the minus sign under it and select Show Below Ribbon. Then

add high usage or easy‐to‐forget buttons by right‐clicking on them and selecting Add to Quick Access Toolbar. Please add the AutoSum and Fill Buttons now.

ZIP TIP:Select cells and see an average,

count, & sum in lower

right corner



Worksheets: The worksheet tabs allow you to toggle between multiple worksheets o Grouping Worksheets: Highlight multiple worksheets by pressing CTRL and clicking

on the worksheets you want to group. Once you group your worksheets, anything you type into one worksheet will appear in all grouped worksheets.

o Commands: Right‐click on the menu to ungroup, copy, move, lock, color, delete, or rename, any worksheet.

o New Worksheet: Right‐click on any worksheet tab and select Insert > Worksheet > OK to add a new worksheet. Try to avoid spaces in the title.

o Go Multi‐Sheet: Excel allows you to link data from a worksheet into a different worksheet. The formula is =worksheetname!N35. So if your source worksheet name is BIG then you would type =BIG!N35. If your worksheet name has a space in it you will need to add quotes. =’Big Sheet’!N35.

ZIP TIP:Choose a worksheet name

without spaces to make it

easier to go multi‐sheet.



3. Shortcuts Save Time Excel power users almost always use a large number of shortcuts to work smarter and faster. Make sure you try Control + G to go to any cell and Control + F to find any word or number in a worksheet. The bolded shortcuts are the most useful. Practice each one.

Shortcut Description Shortcut Description Shortcut Description

Ctrl + N New Workbook Ctrl + 1 Format Cell Ctrl + F1 Show/Hide Ribbon

Ctrl + O Open Workbook Ctrl + T Make table Ctrl + Tab Toggle Spreadsheets

Ctrl + S Save the active

workbook Ctrl + 1

Open the "Format Cells" dialog.

Ctrl + PgDown

Go to Next Worksheet

F12 File > Save As Ctrl + PgUp

Go to Last Worksheet Ctrl + G Go to a Cell

Ctrl + W Close workbook Tab Autocomplete function name

Ctrl + F Find a specific number or

word

Ctrl + C Copy F4 Choose absolute,

relative or mixed cell Home

Go to cell 1 of row or column

Ctrl + X Cut Ctrl + ` Toggle between

displaying cell values and formulas.

Ctrl + Home

Go to A1

Ctrl + V Paste Alt + = Sum numbers above

a cell Ctrl + End

Go to the last cell in the worksheet

Ctrl + Z Undo Ctrl + Y Redo Ctrl + Space

Select the entire column

Ctrl + P Printer Alt + Enter

Add new line of text within a cell

Shift + Space

Select the entire row

F2 Edit the current cell Ctrl + ; Enter the current

date. Ctrl + Enter

Fill the selected cells with the contents of the current

cell

Ctrl + D Copy contents and format into the cells

below Enter

Fill the selected cells with the contents of

the copied cell

Ctrl + Shift + V

Open the "Paste Special" dialog when clipboard is

not empty

Ctrl + A Select the entire

worksheet.

Ctrl + Home

then Ctrl + Shift + End

Select the entire rangefor all data on

the worksheet Ctrl + Q

After placing the cursor in the data table, this triggers

chart features.



Stunning Visuals Tables are Amazing

Tables add instant filters, make data easier to read, and automatically format new columns and rows.

Click anywhere in the data set. Click Insert > Table > Select the table area > Click OK.

At this point, you can select from a variety of table designs.

Move or Hide Columns and Rows Move: Select the entire row or column. Hover until you see the cross with arrows.

Then press Shift and left‐click and drag at the same time > Drag the column or row to the preferred destination.

Hide: Select the columns or rows you want to hide. To hide them, right‐click > Hide. To unhide the area, select the rows or columns around the hidden area > right‐click > Unhide.

Create a Dropdown List Add the items you want on your list somewhere in the spreadsheet

that is out of view.

Click on the cell in which you want your dropdown list to appear.

From the Data Tab click on the Data Validation Icon in the Data Tools Area and select Data Validation.

Click on the drop‐down menu below Allow: and select List.

Click on the Source area >Select the cells that contain the info you want to appear in your dropdown list > Click OK.

Freeze Panes to Get Better View

Freeze Rows: To freeze a row select the entire row below the row or rows that you want to freeze. Click View Tab on the Ribbon and select the Freeze Panes command > Click Freeze Panes. The rows freeze at the gray horizontal line.

Freeze Columns: Select the column to the right of the column you want to freeze. Click View tab on the Ribbon and select Freeze Panes > Click Freeze Panes. The columns freeze at the gray vertical line.

Unfreeze: To unfreeze, click on View > Freeze Panes > Unfreeze Panes.

Sort Columns Simple Sort: Highlight a data area that you want to sort. Click Data > Sort and select AZ

to sort from a newer date, lower number, or A‐Z in alphabetical order. Click ZA to sort in the opposite order. The sort will work for all columns in the worksheet. Note: If you



are sorting columns with headings, make sure you check the My data has headers box in the upper‐right corner.

Advanced Sort: Click Data > Sort button to see the Advanced Sort tool. Here you can add sort by a column header. Set the values next to Sort by and click OK.

Secondary Column Sort: If the column has many identical entries you can click on Add Level to add a secondary sort at this time.

Friendly Filters The Filter feature allows you to select what information you do and don’t see. Isolating a specific kind of data in a column provides useful information. The Filter feature is much easier to use when a worksheet contains headers.

Click on the source data that you want to filter.

Select Data > Filter and Filter Arrows will appear next to your headers.

Click on the Filter Arrow for any column and the Filter Menu will appear.

Uncheck the box next to Select All to deselect all items.

Then selectively check the boxes of the items you want to see in that row and click OK.

The data in the worksheet will now omit all unchecked items showing you exactly what you need to see. You can check other columns to create an even more defined view.

To return to the normal view, you can click on the arrow and reselect (Select All). You can also click Filter Arrow > Clear Filter From [Column Name].

Search Filter: Click the Filter Arrow and enter a keyword into the Search window.

Text Filters: Create a more defined Filter by clicking on the Filter Arrow and hovering your mouse over Text Filters. Useful options appear, including Begins with, Ends With Equals, Does Not Equal, and Contains. A custom AutoFilter button will appear that allows you to enter the logic of your Filter query.

Date Filters: Follow the same process for Text Filters but hover the mouse over Data Filters. Now you can isolate a specific date or series of dates in your spreadsheet.

Use Conditional Formatting to Spot Trends Conditional formatting automatically applies formatting including icons, data bars, and colors to

one or more cells based on cell value.

Select the desired area where you want to apply conditional formatting.

From the Home Tab, click on Conditional Formatting > Hover your mouse over the

preferred conditional formatting type > Choose format type.

To create a custom format, click Conditional Formatting > Highlight Cell Rules > and

select your preferred format.



Example: If you had a column that consisted of people who had answered Yes or No to a

question and you wanted to color the cells where people had answered Yes, you would do

the following:

Highlight the area you want to format. From the Home Tab click Conditional

Formatting > Highlight Cell Rules > Equal To… and enter Yes and click OK.

Now the Yes answers should be highlighted.

Gorgeous Graphs and Charts Charts provide a colorful, informative representation of data contained within spreadsheets. There are a variety of chart types including column, line, pie, bar, area, and surface.

Select the data in a worksheet that you want to use for a chart. Include the column and row descriptions or headers.

Click Insert > Click your preferred chart category and then click your preferred chart type. For example, the Line with Markers chart type.

In many cases, the chart will be effective if you delete the features that make it look busier including lines and labels that do not add value. If you click on the chart, you will see the modification options on the upper right side of the chart.

Excel 2010

2010 Users can highlight the chart to see Design, Layout, and Formatting tools.

Design Tab: Highlight a chart to see the Design and Format Tab appear in the main ribbon. There are many editing options.

Switch Row/Column: You can switch the view from Row/Column to Column/Row to get a different view of your information. Select the chart you want to modify > Go to the Design Tab > Select Switch Row/Column. The rows and columns will be reversed.

Excel 2013 and 2016

Users will see three design tools next to each chart:

Green Plus Sign – Chart Elements: Add, remove or edit chart info including the Data labels, title, legend, or grid lines.

Paint Brush – Chart Styles: Set a chart style and color scheme.

Filter Icon ‐‐ Chart Filter: Edit what data appears in your chart.



Sparkline Charts Sparklines are cell‐sized mini‐charts that provide simple trend data. They are easy to create.

Select the source data you want to chart.

Click Insert and go to the Sparklines area > Click to select a type of chart.

When prompted, select the area where you would like the Sparkline to appear. It must match the number of rows you have selected > Click OK.

Transpose Switching column and row data, aka transposing, can help provide a different perspective on a

set of data. An ideal time to transpose is during the copy process.

Select data that you want to transpose > Copy the data via the Ctrl + C shortcut.

Click the mouse where you would like to locate the copied data > From the Home Tab select Paste > Paste Special > Check the Transpose Box > OK.



Fab Formulas Basic Math Tools

Excel is a powerful calculator. It can add, subtract, multiply, and divide. When you type an

equal sign into a cell, it triggers formula mode. The following symbols will help you calculate

almost anything:

Begin Formula =

Calculate Inside ()

Add +

Subtract ‐

Multiply *

Divide /

Exponents ^

Order of Operations | Use Small Sheet

When a formula mixes different math functions, Excel processes the calculation in a very

specific order. For example, a formula like =10+(C4*27)/G7 can result in different answers

depending on which part of the calculation is solved first. To avoid confusion, Excel always

processes equations in this order:

ORDER of Operations

P Parentheses ()

E Exponential Calculations ^

M D

Multiplication & Division whichever is first

* /

A S

Addition & Subtraction whichever comes first

+ ‐

A mnemonic that many people use to remember this is PEMDAS: Please Excuse My Dear

Aunt Sally.

Using Cell References You can instruct Excel to add two different cells together. For example, you could type =G4+G5

into cell H4 to show the sum of cells G4 and G5 in cell H4. Always hit Enter to add the formula.



Using Numerical References | Small Sheet You can also reference a specific number within a cell calculation. For example, you could type

=G4+G5+22 into cell H4 to see the sum of G4, G5, and 22 in H4. Always hit Enter to add the

formula.

Using the Fill Function for Formulas Add formulas to multiple columns or rows by using the left‐click and

drag Fill function. Simply left‐click and drag the small square in the

bottom‐right corner of the cell to duplicate the formula across

multiple rows or columns. The values of the cells will change relatively

so that the formula calculates the whole row or column vs. just one cell.

Relative and Absolute References Relative Cell References: When formulas are filled or copied to other locations the default

setting for Excel is to move that formula so that it changes based on its new position If this

formula is typed in cell B8: =B3+B5 and then copied to cell C8, right next door, it now reads

=C3+C5. The cells automatically changed from B to C, the relative distance between cells.

Ab$olute Cells References: In some cases, we need a cell reference to stay the same. An

example might be a bonus commission rate that applies to all rows.If we add dollar signs ‐‐

$C$3 ‐‐ the column and row stay the same when copied

If we want to have a number that does not change when copied, we can use the actual number,

for example, 27.

$C$4 The column and row stay the same when copied

C$4 The row stays the same when copied

$C4 The column stays the same when copied

When creating a formula, you can press the F4 key to switch between relative and absolute cell

references.



Fun Functions

Excel functions are extremely useful, built‐in formulas with specific functions.

SUM: Adds Rows, Columns, Cells, and Numbers | Use Big Sheet Excel makes basic addition easy via the Sum function. Type =sum( into a cell and then you can

specify a wide variety of elements to add in between the parenthesis. To complete the

equation, you must type the close parenthesis and Enter. Type =sum( and practice these

different ways of using the sum function within Excel to add numbers:

Click on different cells that you want to add and separate via a comma =sum(B3,D4,E5)

Select a range of cells you want to add by either highlighting the cells or using a colon to

show Excel your preferred range =sum(N3:N52)

Actual numbers can be summed. Type actual numbers and use the plus sign like this =

sum(8+10+A3)

2. AVERAGE: Averages Multiple Cell Values You can average a group of numbers using the same method as the Sum function. Type

=average( into a cell and then you can specify a wide variety of elements to add in between

the parenthesis. To complete the equation, you must type the close parenthesis and Enter.

Type =average( and try the following formula variations:

Click on different cells that you want to average and separate via a comma

=average(B3,D4,E5)

Select a range of cells you want to average by either highlighting the cells or using a

colon to show Excel your preferred range =average(N3:N52). Note that the Average

formula only averages cells with an entry. The Average formula ignores blank cells.

Type in actual numbers and use the plus sign =average(8+10+A3).

3. CONCATENATE: Combines Content from Two Cells into One Cell There are many situations where you might need to combine the contents of two cells into one

cell. For example, you might want to combine the first name and last name in one cell.

Example: If you have the first name in B3 and last name in C3 you can combine them

with a space in between via this formula: =Concatenate(B3,” “,C3)

In this case, the “ “ places the space that you need for your equation.

The opposite of Concatenate, where you remove a part of a cell, can be achieved via

going to Data > Text to Column. This feature allows you to split the contents of a cell

into two cells.

Note: Make sure the target field is formatted as General and as Text.



4. COUNT: Counts Cells Containing Numbers Excel can provide a quick count of all cells containing information. The Count function is useful

when you need to average a column that contains blank cells. The count gives you the exact

number by which you need to divide the sum of that column to get the true average. The Count

is also a great way to count responses. For example, how many people entered Yes into a

survey. Here are the three variations of the Count function.

=COUNT() Counts the number of cells in the range indicated within the parentheses

that contain numbers.

=COUNTA() Counts the number of cells that contain numbers or text within the range

highlighted within the parentheses. Hint: CountA for Count ALL.

COUNTBLANK() Counts all the blank cells within the range highlighted within the

parentheses.

COUNTIF() Provides a count of a specific value. If you have a long list of items in a

worksheet column and want to know how many of an item is present, you can use the

COUNTIF feature. For example, if you wanted to count the number of people in Column

H, the city column, who are from Chicago, the following formula would work:

=Countif(E3:E52, “Chicago”)

o Another way to count the occurrence of a field would be to type that value into a

cell, for example, cell G8, and then specify that cell: =Countif(H3:H15,G8)

5. MAX and MIN: Display Maximum or Minimum Value Use the Max or Min function to reveal the highest or lowest value in a column or row.

=MAX(Define column or row)

=MIN(Define column or row)

6. IF FORMULA: If a Condition is Met Then a Value is Shown | Small Sheet A great way to identify a problem or opportunity is to use the IF

function to label a notable cell value automatically. This can

identify extreme sales, profit, safety, or cost numbers.

Excercise: You want to recognize the salespeople whose

sales exceeded $500,000 in Quarter 1 and 2 combined.

In H2 type Total Sales

In I2 type Message

In cell 13 type =IF(H3>=500000,"Great Job!","Work Harder!")



o In this example, Excel looks to see if H3 is greater than or equal to 500000 and if

this is true, it provides the first response and if it is false, it provides the second

response.

o Use the Fill Down feature to trigger advice for all salespeople.

o Note: Never place commas into the numbers in your formulas.

7. VLOOKUP and HLOOKUP: Look Up Values for an Item in a Range The Lookup function allows you to use a value like a name from one column to look up and

show a value in the same row of another column in a convenient location at the top of a

worksheet.

Exercise: Learn how to look up the April Sales number by entering a sales rep’s first

name.

In Small worksheet, in cell H1, create a heading called Rep Name.

In I1 create a heading called Apri Sales.

In I2 type =vlookup(H2,A2:G6,5,FALSE)

o =vlookup is the formula.

o H2 is where you type the rep name.

o A2:G6 is the area in which you are looking.

o 5 is the number of columns, counting from the left, that takes you to the target

column. (April is 5 from the leftmost column)

o FALSE or 0 indicate that you want the query to be an exact match.

o Type the rep name into H2 in order to see their April Sales.

Exercise 1: Try an Hlookup (Horizontal Lookup)

Exercise 2: Use a dropdown list in conjunction with a Vlookup.



8. SUMIF FORMULA: Provides Sub‐Totals for Certain Entries in a Worksheet Use the Sumif function to see sub‐totals for a repeating entry in a worksheet. If you had a list

of professionals with different titles and you wanted to summarize all the sales for people with

each title in one cell, here is what you could do:

In R2, create a heading called Job Title Query.

In S2, create a heading called Sum of Sales.

In S3, add the following formula =sumif(k3:k52,R3,O3:O52) and hit Enter.

o =sumif() is the formula.

o K3:K52 is the list of all the positions that appear multiple times in the column.

o R3 indicates where the position query will be typed, for example, Manager, or

Director.

o Q3:Q52 is the Total Sales Column.

You also use the Dropdown List feature to create a list of all positions so that you do not

have to type them into R3 manually. In the image below, manager, a title, was typed

into R3 and S3 displays the total result.

9. Share Your Favorite Formula Now!

Experienced Excel users! Please share a formula that you have used to save time and get more

done.



PivotTable Perfection A pivot table allows you to reorganize and summarize selected columns and rows of data in a

source spreadsheet to create a simpler, more informative report or view. A pivot table does not

change the source information.

Important Considerations

No Blanks: Pivot tables do not work well if there are merged or blank cells in the source

data. Blank columns or rows are even worse.

Data Definitions: Make sure that your data is accurately defined. For example, a zip

code must be formatted as a zip code. Select the data > From the Home Tab click

Numbers Dropdown > More Number Formats > Special > Zip Code.

Use Clear Headings: All headings should be short, clear, and unique.

Refresh Often: Pivot table charts and info do not always change automatically. You

might need to click Analyze > Refresh for updated info.

Note: Microsoft introduced a simpler way to create Pivot tables beginning with Excel 2013. If

you are an Excel 2010 user, please see the special text boxes inserted just for you.

Create a PivotTable Click on any cell of a worksheet or table that contains source data.

Click Insert > PivotTable

The Create PivotTable dialog box will appear. It is preset to create a new worksheet for

the source data you first clicked. Adjust settings if needed and click OK.

Right‐click on the new worksheet tab in the lower left Click Rename and rename it with

a crystal‐clear title.

Left‐click on the newly named worksheet tab to open it and see the PivotTable fields

area

When you click on the table you have created in the upper‐left, you will see the

PivotTable Fields Tool appear to the right.

Click and drag the Fields you want to use to the appropriate Areas below. Experiment

with as many variations as you can to get a feel for the kinds of tables you can create. If

you were looking at sales data for a year for an organization, you could create these

views to gain insight:

o 2 Fields ‐‐ Annual Sales by Salesperson: This will allow you to filter results for a

single row and column. In this case, you would drag the Salesperson Field into

the Rows area and the Total Sales Field into the Values area.



o 3 Fields ‐‐ Sales by Product by Salesperson: You can add another field to get a

deeper look at the data. Add both the Product and Salesperson fields to the

Rows area and Total Sales into the Values area. Explore the resulting PivotTable.

Then click and drag the Product and Salesperson fields to reverse their order in

the Rows area to gain new insight.

o Delete a PivotTable Field: Delete fields by right‐clicking and selecting Remove

Field.

o

Analyze the Data

1. Drag the Salesperson field to the Rows area. Next, drag the Product field to the

Rows area.

2. Drag the Total Sales field to the Values area. See how the table suddenly reveals

how much of each product the sales people are selling?

3. Click and drag to reverse the order of the Salesperson and Product fields. See how

the data insights change?

4. Drag the Product field out and put in the Region field. Now, I can see Sales by

Region.

5. Now drag the Salesperson field to the Columns field. Again, new insights emerge.

6. Drag the Region field out of Rows and drag in the Client Job Title field into Rows

along with the Product field. Now I can see what type of client buys the most of

which product from us. I can see that Senior Buyers spend the most money on the

Falcon2000. Neat!

7. Drag Products in to Rows and Lead Source into Columns. Drag Salesperson into

Filters to see a cut of the information by Salesperson. Use the Filter to see each

salesperson’s data in isolation. Now I can see how each Lead Source is performing

per salesperson.

8. Bonus: Highlight the data and click Home > Conditional Formatting and select a

color pattern.



Create Pivot Charts to Display Key Insights

Excel 2010 Select the PivotTable Data on the left and

click Options > PivotChart

You will get a variety of chart options. Select

the preferred chart, and it will instantly

appear in your PivotTable Area.

Excel 2013 and 2016 Click on the PivotTable Data on the left and click Insert > PivotChart > the Create

PivotTable dialog box will appear.

You will get a variety of chart options. Select the preferred chart, and it will instantly

appear in your PivotTable Area.

It is preset to create a new worksheet for the source data you first clicked. Adjust

settings if needed and click OK.

Now, click on the new worksheet tab to open it and see the PivotTable fields area.

When you click on the table you have created in the upper‐left, you will see the

PivotTable Fields Tool appear to the right.

Now you can click and drag the fields you want to see to the Rows or Columns area.

Fields with numerical values can be clicked and dragged into the Values area. You can

also drag an item to the Filter area to see filtered results in the PivotTable. To delete a

field, drag it right back to the main fields area. Now, let’s look at how we can pivot our

data to gain fresh insights.

Add Slicer Buttons to See Different Filter Views Slicers provide attractive, convenient buttons that you can press to see a different slice of data.

2010 Excel Create a Slicer: Select the PivotTable > Click Options > Insert Slicer > Click on your

preferred Slicer button(s).

Connect a Slicer to a PivotTable: Connect your Slicer to your worksheet by right‐clicking

on the Slicer > PivotTable Connections > Check the Worksheet(s) name that you want to

reference the Slicer > OK.



Reset a Slicer: Sometimes Slicers get confusing, and you will want to turn them off.

Click on the Funnel with the red X in the upper right corner of the Slicer, and it will

revert to the off position.

Note: Turning off a Slicer means all buttons are on, so the data shown is from the entire

PivotTable.

2013 and 2016 Excel Create a Slicer: Click into any cell in the PivotTable > Click Insert > Slicer > Click on your

preferred Slicer button(s).

Connect a Slicer to a PivotTable: Connect your Slicer to your worksheet by right‐clicking

on the Slicer > Report Connections > Check the Worksheet(s) name that you want to

reference the Slicer > OK.

Reset a Slicer: Sometimes Slicers get confusing, and you will want to turn them off.

Click on the Funnel with the red X in the upper right corner of the Slicer, and it will

revert to the off position.

Note: Turning off a Slicer means all buttons are on, so the data shown is from the entire

PivotTable.

Dazzling Dashboards A Dashboard can summarize key insights into a crisp, clean view. You can populate information

from multiple worksheets with a single file. In many cases, charts are cut and pasted from

worksheets into Dashboards. Here are some simple recommendations for creating stunning

Dashboards.

Create New Worksheet: Make a new, blank worksheet by clicking on the plus sign in

the lower right of the worksheet tabs area. You can also right‐click on an existing

worksheet tab and click Insert > Worksheet > OK.

Remove Grid: Remove the gridlines so that your background looks crisp and clean by

going to View and unchecking Gridlines.

Add Title: You can use the Insert > Text Box function to add an overall title to your

Dashboard

Copy Charts and Slicers: Highlight, copy, and paste the charts or slicers that you created

via PivotTable or the normal chart creation process into the Dashboard.



Quick Survey Circle the most accurate response below:

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I discovered valuable info that I can use on the job.

I learned new ideas that will boost my productivity and performance.

I would recommend this class to all colleagues.

The presenter was professional, helpful and well prepared.

This seminar will help me save 20 minutes or more a day.

Circle a star rating for the overall class below (5 stars = Excellent, 1

star=Poor).

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5

Additional Comments:

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Yes! I am interested in team training or e‐learning.

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