03. Excel Sort, Filter and Pivot

File -> Open -> 03b-datastart.xlsx

Sort Data

Press Ctrl + Shift + * on keyboard to select whole dataset

Whole dataset should now be highlighted

Click on Data -> Sort

Sort by Market Cap

Order Largest to Smallest

Press OK

Sorts companies by Market Cap

Filter Data

Press Ctrl + Shift + * on keyboard to select whole dataset

Click on Filter

Provides Dropdown boxes for each column

Want to select Banks with a P/E ratio greater than 10

Click on ICB Sector Dropdown box

Uncheck the (Select All) box

Select Banks

Click OK

Shows only Banks

Click on P/E Dropdown box

Select Number Filters -> Greater Than

Select P/E is greater than 10

Click OK

Shows any Banks with P/E greater than 10

Challenge

• Sort data by Column B (Short Name) alphabetically from A to Z

• Filter data to show any companies from Germany (DE) with a share price above 30

Pivot Tables

Deselect Filter to return to full dataset

Press Ctrl + Shift + * to select dataset

Click on Insert -> Pivot Table

Check data range and click OK

Drag ICB Sector Name to Row Labels

Drag Cntry of Domicile to Column Labels

Drag P/E to Values

Shows the number of observations for each combination of Industry and Country

Click on Count of P/E -> Value Field Settings

Change from Count to Average

Click OK

Shows Average P/E of each industry in each country

Double-Click on Banks + GB

Opens a new sheet with only Banks in GB

Rename Sheets

Right-Click on Sheet 3 -> Rename

Rename as BanksGB

Right-Click on Sheet 2 -> Rename

Rename as PivotTable

Format CellsDecimal Places

Select all cells with numbers

Right-Click on cells and select Format Cells

Select Number -> 2 Decimal places

Press OK

Neatly formatted pivot table

File -> Save As -> 03c-datacompleted.xlsx

Challenge

• Calculate the maximum Market Cap for each Sector and Country

• Calculate the minimum Price for each Sector and Country