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by Mary Anne Poatsy, Keith Mulbery, Lynn Hogan, Amy Rutledge, Cyndi Krebs, Eric Cameron, Rebecca Lawson

Chapter 4 Excel Datasets and Tables

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• • • • • Freeze rows and columns Print large datasets Design and create tables Apply a table style Sort data

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• • • • Filter data Use structured references and a total row Apply conditional formatting Create a new rule

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• A large dataset can be difficult to read

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Freezing keeps rows and columns visible during scrolling

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• Figure 4.2 illustrates the effect of freezing rows 1 – 5 and column A

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• The PAGE LAYOUT tab offers options to help print large datasets: – Print Titles – Page Breaks – Page Area

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• A page break indicates where data will start on a new printed page

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• A print area defines the range of data to print

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Print titles indicate some rows or columns that will repeat at the top or side of each printed page

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• • A table is a structured range of related data formatted to enable data management and analysis Excel tables offer many features not available to regular ranges of data.

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• • A field is an individual piece of data – Field names appear in the top row as column headings – Field names should be short, but descriptive A record is a complete set of data for an entity – Each record is listed in a row of the table – Do not insert blank rows in the table 12

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• A table can easily be created from existing data

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• The DESIGN tab on the Table Tools contextual tab opens when the table is selected

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• • Add a new record at the bottom of the table by clicking in the row under the table Add a new record within the table by clicking in the record below the insertion point – Click the HOME tab – Click the Insert arrow in the Cells group – Select Insert Table Rows Above 15

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• • Data within a table record can be edited using the same techniques as those for a regular cell Deleting a record removes it from the table – Click the HOME tab – Click the Delete arrow in the Cells group – Select Delete Table Rows

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• A table style controls the fill color of the header row, columns, and records

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• The Table Styles Options group on the DESIGN tab contains check boxes to further format the table

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• • Sorting arranges records in a table – Sort on one column – Sort on multiple columns Records can be sorted in ascending or descending order

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• Excel offers several ways to sort a single column

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Multiple level sorts permits differentiation among records with duplicate data in the first sort

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• A custom sort can be created to arrange values in a customized fashion

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Filtering is the process of displaying only records that meet specific conditions

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Numeric filters can be applied to display a range of values

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Date filters can be applied to specific dates or date ranges

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• A structured reference is a tag or use of a table element

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• A total row appears as the last row of a table and offers statistical functions

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• The New Formatting Rule dialog box is used to create a customized rule

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• • • In this chapter, you have learned to manage large datasets by freezing rows and columns and controlling print options.

You understand table design and can create and format a table.

You can apply a table style and sort and filter data within a table.

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• • You can also use structured references in formulas and apply statistical functions in a total row.

Additionally, you can apply conditional formatting to add emphasis to records.

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All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher. Printed in the United States of America.

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