Conditional Formatting in Microsoft Excel

Microsoft Excel training at Intellisoft

In Microsoft Excel, new features are sparklines and slicers, and improvements to PivotTables and other existing features, can help us to discover patterns or trends in the data. In the previous post we had a look at the Sparklines and slicers features of Excel 2010 and Pivot table features of excel 2010, so now we will look at the improved pivot table feature of excel 2010.

Improved conditional formatting

Conditional formatting makes it easy to emphasize important cells or ranges of cells, highlight unusual values, and visualize data by using data bars, color scales, and icon sets. Excel 2010 includes further more formatting flexibility.

New icon sets: In Excel, we  can access to more icon sets, including triangles, stars, and boxes. We can also mix and match icons from different sets and more easily hide icons.

For example, we might choose to display icons only for high profit values and remove them for middle and lower values.

More options for data bars: Excel 2010 comes with new formatting options for data bars. You can apply solid fills or borders to the data bar, or set the bar direction from right-to-left instead of left-to-right.

Not only that, data bars for negative values appear on the opposite side of an axis from positive values.

excel trainingIf you would like to learn more about these new features of Microsoft Excel 2010 or 2013, or would like to attend the Microsoft Excel Training, do contact us at Intellisoft Systems.

If you have any further questions then contact us through email training@intellisoft.com.sg or call at +65 6296-2995!!!

Trainer: Vinai teaches Advanced Excel Techniques, Dashboard Techniques using Excel, Data Interpretation and Analysis Training courses at Intellisoft. He has trained over 5000 students in over 18 countries, and regularly conducts Excel Workshops in Singapore, Malaysia, Indonesia, Australia, India, Dubai, Egypt, Zimbabwe, South Africa etc.

Sparklines Microsoft Excel

Practical hands-on basic Excel training

In Microsoft Excel, some of the new features are sparklines and slicers, and improvements to PivotTables and other existing features, can help us to discover patterns or trends in the data. To get started with the features of Excel, first we will look at the details of the  Sparklines and slicers features of Excel.

Sparklines

Sparklines are tiny charts that is used to fit in a cell to visually summarize trends beside the data.

Since sparklines show trends occupies less space, they are exclusively useful for dashboards and other places where we need to show a glimpse of the business in an simple practical visual format.

In the image to the left, the sparklines that appear in the Trend column lets us have a quick look of the performance of each department in the month of May.

Slicers

Slicers are visual controls. They let us quickly refine data in a PivotTable in an interactive, automatic manner. If we insert a slicer, we can use buttons to quickly segment and refine the data to display appropriate results.

Not only that, when we apply more than one filter to the PivotTable, we no longer have to open a list to see which filters are enforced to the data. Rather, it is displayed on the screen in the slicer.

We can make slicers relate to the workbook formatting and easily reuse them in other PivotTables & PivotCharts.

excel trainingIf you would like to learn more about these new features of Microsoft Excel 2010 or 2013, or would like to attend the Advanced Microsoft Excel Training, do contact us at Intellisoft Systems.

If you have any further questions or want to join a training on how to use Sparklines, contact Intellisoft for Corporate Training on Excel 2010 or call at +65 6296-2995

Trainer: We have certified trainers who excel in imparting their knowledge and are very patient. Master Trainer Vinai teaches Advanced Excel Techniques, Dashboard Techniques using Excel, Data Interpretation and Analysis Training courses at Intellisoft.

He has trained over 5000 students in over 18 countries, and regularly conducts Excel Workshops in Singapore, Malaysia, Indonesia, Australia, India, Dubai, Egypt, Zimbabwe, South Africa etc.

Pivot Tables in Microsoft Excel

Learn Pivot Tables Easily

In Microsoft Excel , new features are sparklines and slicers, and improvements to Pivot Tables and other existing features, can help us to discover patterns or trends in the data. In the previous post we had a look at the Sparklines and Slicers features of Excel 2010 so now we will look at the improved pivot table feature of excel.

Improved Pivot Tables

PivotTables are now easier to use and more responsive. Key improvements include:

  • Performance enhancements: In Excel, Multi-threading helps advanced  sorting, data retrieval and filtering in Pivot Tables.
  • Write-back support: In Excel, we can update values in the OLAP PivotTable Values area and then transferred to the Analysis Services cube on the OLAP server. We can use the write-back feature in what-if mode and then roll back the changes when we no longer need them, or we can save the changes. We can use the write-back feature with any OLAP provider that supports the UPDATE CUBE statement.
  • Enhanced filtering: We can use slicers to quickly het the reqiured data in a PivotTable and see which filters are applied without having to open additional menus. In addition, the filter interface includes a handy search box that can help us to find what we need among potentially thousands (or even millions) of items in the PivotTables.
  • Pivot Table labels: We can add labels in a Pivot Table and also replicate them in the Pivot Tables. This will help us to display item captions of nested fields in all rows and columns.
  • PivotChart enhancements: It has made things easy to interact with PivotChart reports. Specifically, it’s easier to get the required data directly in a PivotChart and to reorganize the layout of a PivotChart by adding and deleting fields. Similarly, we can hide all field buttons on the PivotChart report.
  • Show Values As feature: The ‘show values as’ feature includes a number of new, automatic calculations, such as % of Parent Row Total, % of Parent Column Total, % of Parent Total, % Running Total, Rank Smallest to Largest, and Rank Largest to Smallest.

excel trainingIf you would like to learn more about these new features of Microsoft Excel 2010 or 2013, or would like to attend the Microsoft Excel Training, do contact us at Intellisoft Systems.

If you have any further questions then contact us through email training@intellisoft.com.sg Systems or call at +65 62962995!!!

Trainer: Vinai teaches Advanced Excel Techniques, Dashboard Techniques using Excel, Data Interpretation and Analysis Training courses at Intellisoft. He has trained over 5000 students in over 18 countries, and regularly conducts Excel Workshops in Singapore, Malaysia, Indonesia, Australia, India, Dubai, Egypt, Zimbabwe, South Africa etc.

How To Use Custom Sort in Microsoft Excel

Excel training in Singapore at Intellisoft

Most of the time an ascending sorting is what we need – letters and numbers listed in the ascending order a to z, 1 to 100 etc. And just in case you need to sort in the reverse order, you have the Z to A sort, also called the Sort in Descending order. Between the two, most people are quite happy.

However, there arises a time when you don’t want either the sort in Ascending order or the Descending order in Excel.

Examples where a Standard Sorting won’t work:
For example, if the departments in your organization are Finance, Marketing, Sales & Engineering. And you want the Sales department to be listed first, followed by Marketing, Engineering, and Finance being the last.

Now how would you sort the departments in this order? Ascending or descending sort is not going to work.

Do not despair however. Here is where the power of Microsoft Excel Custom sort shines.

Another scenario is the Sorting of Months – say you want to sort April, May & June, in this order. Or maybe you want to sort regions by East, West, North & South. This EWNS order also needs a custom sorting in Excel.

Or if you have a completely random order – which defies any kind of sorting. Say you want to list Oranges, then Apples, then Grapes, and finally Bananas. You can go nuts without custom sorting criteria in Excel.

Using Custom Sort in Excel 2003

First, let’s create the custom list in Excel.
Go to Tools, Options, Custom Lists.
You can key in your list and click Add. Or you can import your list from another area of the spreadsheet, where you list the options in the sorted order.

 

 

 

 

 

 

 

Once you have imported the list in the correct order, you can go to Data, Sort, and then click on Options at the bottom of this popup window. Choose your custom sorted list from the list of First Key Sort Order.

Voila! Your list is now sorted in your very own custom order.

 

 

 

 

 

 

 

 

Alternatives to Custom Sort
Of course, if you don’t want to use Custom Sort, there are other alternatives. I have often used a Lookup Table

Fruit                Sorting
Oranges             1
Apples               2
Grapes               3
Bananas            4

I then use the inbuilt Lookup function of Excel called VLOOKUP function and pick the correct value, and then do an Ascending sort. This is a quick cheat trick.

But it would be tough if you did not know how to use the Lookup functions of Excel in the first place. More on this lookup function in another post.

Let me know if this neat trick help you. Till then…

Cheers,
Vinai

Do You Use These Advanced Features in Microsoft Excel?

Advanced Excel training at Intellisoft
Practical hands-on advanced excel training at Intellisoft
Practical hands-on advanced excel training at Intellisoft

Most people hardly use the huge number of features available in Microsoft Excel. Many are just using Excel as a calculator. This is a gross under use of Excel’s vast potential and feature rich functionality.

Do a quick check, and see if you use these advanced features of Microsoft Excel in your day to day work.

Some of the common things that can be done easily with Excel are:

  1. Finding the Top 10 Customers or Finding the Bottom 10 Performers in the organization
  2. Highlight values that are above or below a certain threshold – like all sales above $25,000 to be highlighted
  3. Sort the values in Ascending, Descending or any customized order – like sorting in order of Manufacturing, Accounts, Sales departments.
  4. Give Names to Range of Cells, and then use them in formulas for easy referencing and decoding
  5. Exploit Pivot Tables to Summarize the data and slice & dice it in any way – finding sales by product groups, or calculating productivity by department
  6. Write Macros to automate routine things that save you a huge amount of time – example creating pivots, charts, tables, and doing complex calculations automatically.
  7. Use advanced filtering conditions, and be able to filter data using multiple different criteria
  8. Create fantastic charts that portray the given business situation perfectly. There are over 50 different types of charts to choose from, and each has its edge, advantages and a reason.
  9. Create management dashboard that are dynamic, and provide a complete snapshot of the key business KPIs in the company – change the chart values at the click of a checkbox or change in a drop-down value
  10. Use Excel’s advanced What-If analysis to do projections for future, forecasting, trend analysis etc. with ease
  11. Use Lookup tables to find any value or corresponding value from a table using advanced functions and formulas

This is just the tip of the iceberg. Microsoft Excel is really extremely powerful. Each version of Microsoft Excel – be it Excel 2007, or Excel 2010 or Excel 2013 adds more and more features to the already powerful dynamite of a package.

At Intellisoft, we teach people how to leverage the maximum power out of Microsoft Excel in short training courses. Some of the popular courses are:

We have a number of Public Classes each month, and we also provided In-House Training to your staff and team at your office, if you have a group of 10+ people, and have a room to hold the training.

So what are you waiting for? If you would like to learn any one or more of such useful features of Microsoft Excel, come for a short Excel Training at Intellisoft.

Go ahead, equip your team with the right skills. Get everyone on board to learn the basic and advanced features of Microsoft Excel, and Be Awesome in Excel!

Email to training@intellisoft.com.sg or call +65-6296-2995 for the next available schedule of Microsoft Excel Training in Singapore.

We are located at Beach Road, in Singapore! Location Map of Intellisoft

Cheers,
Vinai Prakash, PMP, ITIL, Six Sigma, GAP,
Master Trainer

How To Write Excel Formulas

The real power of Microsoft Excel is the usage of Formulas. This is what differentiates it from Paper or Typewritten Reports.

With the use of Formulas, Excel can calculate and update the totals, and complex calculation or computations on the fly.

How Excel identifies Rows and Columns
Excel uses a simple numbering system to differentiate between cells. Each cell or box that you see in an open Excel file has a unique number – pretty much like the pigeon hole letter box that each house has. Each letterbox number is unique, making the life of postmen easier.

In Excel, Rows are numbered from 1 onwards. These Rows appear on the Left of your screen. For Columns, it uses alphabet combination – like A, B, C, and when it comes to Z, it sharts with AA, AB, AC and so on.

So the first cell cross-section of column A and row 1 is called A1, column M and row 5 is called M5. Simple huh?

Using Rows & Columns in a Formula

How does these unique references to each cell make a difference? Well, let’s say you want to add the total of A1 and A2  in the cell A10. All you need to do is to go to A10 cell, and then start to write a formula.  A formula begins with the = sign.

So you are at A10. Key in =A1+A2 and hit the enter key.

That’s it. You see the totals of A1 & A2 show there.

Go ahead. Fire up Excel. You can’t learn Excel by looking at tutorials. You have got to try it out, and practice. Practice makes you perfect.

Exercise:
1. Key in 20 in cell C1, 30 in cell C2, and 40 in cell C3. Then go to cell C4, and key in the formula to calculate the total. If it matches 90, you have got it correct! Congratulations.

Cheers,
Vinai

Looking for Microsoft Advanced Excel Training? You have come to the right place

Contact us at +65 6296-2995 for any questions, or to join our upcoming Advanced Excel Training classes in Multiple Versions.

Sparklines Microsoft Excel

In Microsoft Excel, some of the new features are sparklines and slicers, and improvements to PivotTables and other existing features, can help us to discover patterns or trends in the data. To get started with the features of Excel 2010, first we will look at the details of the  Sparklines and slicers features of Excel.

Sparklines

Sparklines are tiny charts that is used to fit in a cell to visually summarize trends beside the data.

Since sparklines show trends occupies less space, they are exclusively useful for dashboards and other places where we need to show a glimpse of the business in an simple practical visual format.

In the image to the left, the sparklines that appear in the Trend column lets us have a quick look of the performance of each department in the month of May.

Slicers

Slicers are visual controls. They let us quickly refine data in a PivotTable in an interactive, automatic manner. If we insert a slicer, we can use buttons to quickly segment and refine the data to display appropriate results.

Not only that, when we apply more than one filter to the PivotTable, we no longer have to open a list to see which filters are enforced to the data. Rather, it is displayed on the screen in the slicer.

We can make slicers relate to the workbook formatting and easily reuse them in other PivotTables & PivotCharts.

excel trainingIf you would like to learn more about these new features of Microsoft Excel 2010 or 2013, or would like to attend the Advanced Microsoft Excel Training, do contact us at Intellisoft Systems.

If you have any further questions or want to join a training on how to use Sparklines, contact Intellisoft for Corporate Training on Excel 2010 or call at +65 6296-2995

Trainer: We have certified trainers who excel in imparting their knowledge and are very patient. Master Trainer Vinai teaches Advanced Excel Techniques, Dashboard Techniques using Excel, Data Interpretation and Analysis Training courses at Intellisoft.

He has trained over 5000 students in over 18 countries, and regularly conducts Excel Workshops in Singapore, Malaysia, Indonesia, Australia, India, Dubai, Egypt, Zimbabwe, South Africa etc.

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