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A B C D=C*B E F=E+51500 G H=G*B I=F-H J
1 0.9259259259 14000 12962.96296 12962.96 64462.96 38500 35648.14815 28814.81185 1.08
2 0.8573388203 16500 14146.09053 27109.05053 78609.05053 31500 27006.17284 51602.8777 0.560769231
3 0.793832241 19000 15082.81258 42191.86311 93691.86311 24500 19448.8899 74242.97321 0.388033514
4 0.7350298528 21500 15803.14184 57995.00495 109495.0049 17500 12863.02242 96631.98253 0.301920804
K=I*J
31119.9968
28937.30603
28808.76179
29175.2059
Add numbers like a champ
Add numbers like a champ
Here are some ways to add up numbers in Excel:
Cells C3 through
Here are D7some
contain datatowith
ways addtwo
up columns.
numbersOne for Fruit, and one for Amount.
in Excel:
Go to D8 by pressing CTRL+G, type D8, and then press ENTER.
1
Type =SUM(D4:D7), then press ENTER.
The result is 170.
Here's another way to add, using a shortcut key. Cells F3 through G7 contain data with two columns: Meat and Amount
2Press ALT+=, then press ENTER.
Go to cell G8.
The result in cell G8 is 140.
3
Here's another way to add. Cells C10 through D15 have two columns of data: Item and Amount.
Now add only the numbers over 50. Go to cell D16. Type =SUMIF(D11:D15,">50"), then press Enter. The result is 100.
EXTRA CREDIT: Cells F10 through G15 contain data with two columns: Item and Amount. Go to cell G16. Try adding ano
Dive down for4 more detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.

Dive down for more detail

More about the SUM function

More about the SUM function


In some of the above tips, we taught you how to use the SUM function. Here are more details about it.
Cells C37 through D41 contain data with two columns: Fruit and Amount.
The formula in cell D42: =SUM(D38:D41).
If the SUMInfunction
some ofinthe
cellabove tips,talk,
D42 could we ittaught
wouldyou how Sum
say this: to use
up the SUM function.
the values Here
in cells D38, areD40,
D39, moreand D41.
detailsway
Here's another about
it canit.be
Double-click
used: a yellow cell on the right, and then read along with the
text below.
Cells C47 through D48 contain data with two columns: Item and Amount.
Cells F47 through G51 contain data with two columns: Item and Amount.
If the SUM
Cells E53 through E54function could
contain data talk,
with oneit column:
would say this:
Total.
The formula in cell E54: =SUM(D48, G48:G51,100).
If the formula
Suminup
cellthe
E54 could talk, it would say: Sum the following: the value in cell D48, the values in cells G48, G49
following:
The formula in cell E54 uses the following:
• A single cell
  reference, which is the "address" or "name" of a cell. D48 is the single cell reference in the formula above
• A range of cells, which is a series of cells starting at one cell and ending at another. G48:G51 is the range of cells in th
• A constant, which is the number 100.
=SUM(D38:D41)
IMPORTANT DETAIL: Go to cell E54. You'll notice the 100 toward the end of the formula. Although it's possible to put numbers
=SUM(D38:D41)
Go to cell A66 for the next instruction.

Here's another way it can be used:

Sum the
following:
 

GOOD TO
=SUM(D48,G48:G51,100)
KNOW: Go to
The formula above uses the following:
cell G78. The
formula in cell
G78:
=SUMIF(G73:G• A single cell reference, which is the "address" or "name" of a cell. D48 is the single
77, ">=50") cell
is reference in the formula above.
different from
the formula • Ainrange of cells, which is a series of cells starting at one cell and ending at another.
cell D78. G48:G51 is the range of cells in the formula.
Specifically,
the sum • A constant. The constant in this formula is the number 100.
criteria is
">=50" which
means greater
than or equal
to 50. There
are other
More about
operators youthe SUMIF function
We also
can
More about the SUMIF function
showed you the SUMIF function at the top of this sheet in cells A10 and A11. The SUMIF function sums up totals base
use like
"<=50" which
Cells C72 through D77 contain data with two columns: Item and Amount.
is less than or
The
equalformula
to 50. in cell D78: =SUMIF(D73:D77,">50").
Wefunction
If thethere's
And SUMIF also showed
could you
talk, the SUMIF
it would sayfunction
this: Sumatupthe topvalues
some of thisbased
sheet.onThe
this SUMIF function
criterion, look through these cells D73 th
"<>50" sums
which
NOTE: If you findupyou
totals based on
are making a lota of
criterion. If the SUMIF
SUMIF formulas, function
you might findcould
that atalk, it would
PivotTable is asay this:solution. See the PivotTa
better
is not equals
Cells F72 through G77 contain data with two columns: Item and Amount.
50.
Sum up some
values
Go to cell A86 based
to go to the next instruction.
on this
criterion:

=SUMIF(D73:D77,">50")

NOTE: If you find you are making a lot of SUMIF formulas, you might find that a
PivotTable is a better solution. See the PivotTable worksheet for more information.

More information on the web

More information on the web


All about the SUM function
More information on the web
All about the SUMIF function
Use Excel as your calculator
Free Excel training online
Go back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.

Back to top
Add numbers like a champ
numbers like a champ
e are some ways to add up numbers in Excel:
s C3 through
Here are D7some
contain datatowith
ways addtwo up columns.
numbersOne for Fruit, and one for Amount.
in Excel: Fruit
o D8 by pressing CTRL+G, type D8, and then press ENTER. Apples
1 Select
e =SUM(D4:D7), the yellow
then press ENTER.cell under the amounts for fruit. Oranges
result is 170. Bananas
e's another way to add, using a shortcut key. Cells F3 through G7 contain data with two columns: Meat and AmountLemons
2PressType
o cell G8. ALT+=,=SUM(D4:D7),
then press ENTER. and then press enter. When you're done, you'll see
the result of 170.
result in cell G8 is 140.
3
e's another wayHere's
to add.another
Cells C10
waythrough
to add,D15 haveatwo
using columns
shortcut ofSelect
key. data: Item and Amount.
the yellow cell Item
w add only the numbers
under the over 50. Go to
amounts forcell D16. Type =SUMIF(D11:D15,">50"), then press Enter. The result is 100. Bread
meat.
RA CREDIT: Cells F10 through G15 contain data with two columns: Item and Amount. Go to cell G16. Try adding anoDonuts
e down for4 morePress Alt first.
detail: Go to A27.
= Then, press Enter.
Or, to proceed to the next step, press CTRL+PAGE DOWN. Cookies
Cakes
5 Now add only the numbers over 50. Select the last yellow cell. Type Pies
=SUMIF(D11:D15,">50") and then press Enter. The result is 100.

Dive down for more detail Next step

e about the SUM function

More about the SUM function


ome of the above tips, we taught you how to use the SUM function. Here are more details about it.
s C37 through D41 contain data with two columns: Fruit and Amount.
formula in cell D42: =SUM(D38:D41).
e SUMInfunction
some ofinthecellabove tips,talk,
D42 could we ittaught
wouldyou how Sum
say this: to use
up the SUM function.
the values Here
in cells D38, areD40,
D39, moreand D41.
detailsway
e's another about
it canit.be
Double-click
used: a yellow cell on the right, and then read along with the
s C47 text below.
through D48 contain data with two columns: Item and Amount.
s F47 through G51 contain data with two columns: Item and Amount.
If the SUM
s E53 through E54function could
contain data talk,
with oneit column:
would say this:
Total.
formula in cell E54: =SUM(D48, G48:G51,100).
e formula
Suminup
cellthe
E54 could
…thetalk, it would
values in say: Sum the following: the value in cell D48, the values in cells G48, G49 Fruit
following: cells D38, D39,
formula in cell E54 uses the following: Apples
D40, and D41.
single cell
  reference, which is the "address" or "name" of a cell. D48 is the single cell reference in the formula aboveOranges
range of cells, which is a  series of cells starting at one cell and ending at another. G48:G51 is the range of cells in th Bananas
constant, which is the number 100. Lemons
=SUM(D38:D41)
ORTANT DETAIL: Go to cell E54. You'll notice the 100 toward the end of the formula. Although it's possible to put numbers in a fo
=SUM(D38:D41)
o cell A66 for the next instruction.

Here's another way it can be used:

…the values Item


Sum the …the …and
following: value in in cells G48, 100. Table
cell D48… G49, G50,
  and G51...   
 

=SUM(D48,G48:G51,100)
The formula above uses the following:

• A single cell reference, which is the "address" or "name" of a cell. D48 is the single IMPORTAN
cell reference in the formula above. Double-click th
end. Although
• A range of cells, which is a series of cells starting at one cell and ending at another. like this, we do
G48:G51 is the range of cells in the formula. necessary. This
forget that it's
• A constant. The constant in this formula is the number 100. cell instead, lik
hidden inside a

e about the SUMIF function

More about the SUMIF function


also showed you the SUMIF function at the top of this sheet in cells A10 and A11. The SUMIF function sums up totals based on a criterion.
s C72 through D77 contain data with two columns: Item and Amount.
formula in cell D78: =SUMIF(D73:D77,">50").
e SUMIFWefunction
also showed
could you
talk, the SUMIF
it would sayfunction
this: Sumatupthe topvalues
some of thisbased
sheet.onThe
thisSUMIF function
criterion, look through these cells D73 through D77, and
sums
TE: If you findupyou
totals based on
are making a lota of
criterion. If the SUMIF
SUMIF formulas, function
you might findcould
that atalk, it would
PivotTable is asay this:solution. See the PivotTable worksheet f
better
s F72 through G77 contain data with two columns: Item and Amount. Item
Sum up some ....Look through ...and if the Bread
values based these cells...
o cell A86 to go to the next instruction. value is Donuts
on this greater than
criterion:   50, sum it up. Cookies
Cakes
 
Pies
=SUMIF(D73:D77,">50")
GOOD TO K
NOTE: If you find you are making a lot of SUMIF formulas, you might find that a Double-click th
is different. Spe
PivotTable is a better solution. See the PivotTable worksheet for more information. which means g
other operator
than or equal t
equals 50.
e information on the web

More information on the web


bout the SUM function
than or equal t
equals 50.

More information on the web


bout the SUMIF function
Excel as your calculator
e Excel training online
All about the SUM function
back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.

All about the SUMIF function

Use Excel as your calculator

Free Excel training online

Back to top Next step


Amount Meat Amount
50 Beef 50
20 Chicken 30
60 Pork 10
40 Fish 50

Amount Item Amount


50 Bread 50
100 Donuts 100
40 Cookies 40
50 Cakes 50
20 Pies 20

EXTRA CREDIT
Try adding another SUMIF
formula here, but add
amounts that are less
than 100. The result
should be 160.

Amount
50 CHECK THIS OUT
Select these cells. Then in the
20 lower-right corner of the Excel
60 window, look for this:
40
170 That's just another way to quickly
find a total.
lower-right corner of the Excel
window, look for this:

That's just another way to quickly


find a total.

Amount Item Amount


20 Cars 20
Trucks 10
Bikes 10
Skates 40

Total:
200

IMPORTANT DETAIL
Double-click this cell. You'll notice the 100 toward the
end. Although it's possible to put numbers in a formula
like this, we don't recommend it unless it's absolutely
necessary. This is known as a constant, and it's easy to
forget that it's there. We recommend referring to another
cell instead, like cell D16. That way it's easily seen and not
hidden inside a formula.

als based on a criterion.

s D73 through D77, and if the value is greater than 50 sum it up.
PivotTable worksheet for more information.
Amount Item Amount
50 Bread 50
100 Donuts 100
40 Cookies 40
50 Cakes 50
20 Pies 20
100 200

GOOD TO KNOW
Double-click this cell and you'll see that the formula
is different. Specifically, the sum criteria is ">=50"
which means greater than or equal to 50. There are
other operators you can use like "<=50" which is less
than or equal to 50. And there's "<>50" which is not
equals 50.
than or equal to 50. And there's "<>50" which is not
equals 50.
Save time by filling cells automatically
Save time by filling cells automatically
Here’s how to use the fill feature in Excel:
Cells C3 through G7 contain
Here’s how to usedata
the with five columns:
fill handle in Excel:"This:" column, which contains the number 50 in each cell; "Plus th
Go to cell E4. Press CTRL+G, type E4, then press Enter.
1 E5, E6, and E7 by holding the SHIFT key while pressing the ARROW DOWN key, then press CTRL+D. Excel will
Select cells E4,
EXTRA CREDIT: Go to cell G4 and repeat the fill down steps above.
Cells C10 through G14 contain data with five columns. These columns contain the heading from C3 to G3 and the values f
2 Select cells C15, D15, E15, F15, and G15. This time press CTRL+R to fill the cells. This is known as “filling right.”
Go to cell C15.
Dive down for more detail: Go to cell A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.

Dive down for more detail

Use the fill handle to copy cells

Use the fill handle to copy cells


Sometimes you don't need the numbers to change as you fill. Instead, you just want to copy values to other adjacent cells. He
Cells C33 to cell F37 contain four columns: Department, Category, Product, and Count.
Go to cell C34. Select C34, C35, C36, C37 and press CTRL+D. The value in C34 is filled down into the selected cells.
Sometimes
Go to cell A64 youinstruction.
for the next don't need the numbers to change as you fill. Instead, you just want to
copy values to other adjacent cells. Here's how to do that:

Fill a series
Fill a series
Excel can automatically fill some cells based on a series. For example, you can type Jan
in one cell, and then fill the other cells with Feb, Mar, etc.

More information on the web

More information on the web


Fill data automatically in worksheet cells
Fill a formula down into adjacent cells
Go back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.

Back to top
Save time by filling cells automatically
e time by filling cells automatically
e’s how to use the fill feature in Excel:
s C3 through G7 contain
Here’s how to usedata
the with five columns:
fill handle in Excel:"This:" column, which contains the number 50 in each cell; "Plus thThis:
o cell E4. Press CTRL+G, type E4, then press Enter. 50
1 E5,Click
ct cells E4, theE7
E6, and cell
by with
holdingthethe
number 100.while pressing the ARROW DOWN key, then press CTRL+D. Excel will
SHIFT key 50
RA CREDIT: Go to cell G4 and repeat the fill down steps above. 50
s C10 through G14 contain data with five columns. These columns contain the heading from C3 to G3 and the values f 50
2 Select
o cell C15. Restcells
your cursor
C15, D15, onE15,the lower-right
F15, corner
and G15. This timeofpress
the cell untilto fill the cells. This is known as “filling right.”
CTRL+R
e down for more it becomes
detail: Go atocross:
cell A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.
This:
3 Click the cross and drag down three cells. Excel will automatically fill the 50
cells with the totals: 110, 120, and 130. People call this “filling down.” 50
50
4 Click the yellow cell with 200, and fill again but this time drag the fill handle 50
to the right to fill the cells. This is known as “filling right.” 200

Dive down for more detail Next step

the fill handle to copy cells

Use the fill handle to copy cells


metimes you don't need the numbers to change as you fill. Instead, you just want to copy values to other adjacent cells. Here's how to do th
s C33 to cell F37 contain four columns: Department, Category, Product, and Count.
o cell C34. Select C34, C35, C36, C37 and press CTRL+D. The value in C34 is filled down into the selected cells.
Sometimes
o cell A64 youinstruction.
for the next don't need the numbers to change as you fill. Instead, you just want to
copy values to other adjacent cells. Here's how to do that:
Dept.
1 Click the cell with the word Produce. Rest your cursor on the lower-right
Produce
corner of the cell until it becomes a cross, then drag down three cells.

2 Now select the cell with the word Fruit. Rest your cursor on the lower- right
corner again, and when you get the cross, double-click. That's another way
to fill down in case you ever need to fill a long column.

Fill a series
Fill a series
Excel can automatically fill some cells based on a series. For example, you can type Jan
in one cell, and then fill the other cells with Feb, Mar, etc. Week 1

1 Click the cell with the word Jan.

2 Rest your cursor on the lower-right corner of the cell until it becomes a
cross, then drag right two cells. Excel detects a series, and fills in Feb and
Mar for you.

3 Now select the cell with Week 1.

4 Rest your cursor on the lower-right corner again, and when you get the
cross, double-click it.
Intervals
15

e information on the web EXPERIMENT


More information on the web
data automatically in worksheet cells Select these two
right. Excel fills th
a formula down into adjacent cells and 30 to other v
back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN. January and Mar
happens!
Fill data automatically in worksheet cells

Fill a formula down into adjacent cells

Back to top Next step


Plus this: Equals: Plus this: Equals:
50 100 75 175
EXTRA CREDIT
60 75 Click and drag to select
70 75 these four cells, and
80 75 then press CTRL+D.
That's the shortcut key
for filling down. Can
you guess what the
Plus this: Equals: Plus this: Equals: shortcut for filling right
is?
50 100 75 175
60 110 75 185
70 120 75 195
80 130 75 205

ells. Here's how to do that:

Category Product Count


Fruit Apple 100
Orange 200
Banana 50
Pears 100
Jan
35 44 79 Qrtr 1
74 64 56
82 50 83
90 22 89

IMPORTANT DETAIL
Select this cell, and then drag the fill
handle down 3 cells. After that, click this button:
This is the AutoFill Options button, and it lets you
change the fill immediately after. Choose another
option like Copy cells or Fill formatting only. You
never know when these might come in handy
someday.

30

EXPERIMENT
Select these two cells, and then drag the fill handle to the
right. Excel fills the series in increments of 15. Try changing 15
and 30 to other values, like 1 and 1.8. Or, Mon and Wed. Or,
January and March. And then fill to the right again... see what
happens!
Data stuffed into one column? Split it.
Data stuffed into one column? Split it.
Go to cell D5. Press CTRL+G, type D5, then press Enter. Type the first name that is in the Email column in cell C5: Nancy.
Go to cell D6. Press CTRL+E, a shortcut for Flash Fill.
1 when you type a consistent pattern, and fills the cells once the pattern is detected.
Flash Fill detects
Try another way to Flash Fill: Go to cell E5.
Press ALT+H to enter the Home tab above the ribbon, then press FI to select Fill options. Arrow down to select Flash Fil
Dive down for 2 more detail: Go to cell A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.

Dive down for more detail

Split a column based on delimiters.

Split a column based on delimiters


Flash Fill is pretty handy. But if you want to split data into more than one column all at once, then it's not the best tool for the
Go to cell C32. Select all cells C32 through C39: Nancy all the way down to Yvonne.
Press ALT+A to enter the Data tab above the ribbon, then press E to select Text to Columns within the Data Tools section. Con
Convert Text Flash Fill is pretty
to Columns handy.
Wizard - StepBut
2 ofif 3:
youTabwant to the
to find splitComma
data into more
option than
under one column
Delimiters. Make allsure
at that Comma is
Convert Text once, then it'sWizard
to Columns not the best3tool
- Step of 3:for theTab
press job.and
Tryselect
Textonly
to Columns in option.
the General this situation:
Finally, press tab until you enter the Destination text box. Type $D$32, then press Enter.
WORTH EXPLORING:1 There's another way of working with data. You can query an external source, and you can split the da
Go to cell A49 for the next instruction.
2

4
5

Split a column with formulas

Split a column with formulas


You might want to write a formula to split data. This way, if the original data gets updated, then the split data will get updated
The left function extracts a specified number of characters from the left side of cell C56.
Go to cell E56: Yvonne. We used the LEFT function to extract characters from the left side of cell C56. And to specify the numb
The Find function is used to determine the number of characters to extract. Here's how the Find function works: Find the char
You might want to write a formula to split data. This way, if the original data gets
The result isupdated,
Yvonne. then the split data will get updated as well. This is more advanced. But it is
possible
Then we created when using
a [Helper a handful
column]. This wasofjust
functions:
to “help”LEFT, RIGHT,
extract FIND,
the other and
text LEN.cell.
in the ForIt’s
more
meant to be tempora
information on each of these functions, see the links at the bottom of this sheet.
Select cell F56: Francis McKay in the [Helper column]. You’ll see that we used the RIGHT, LEN, and FIND But iffunctions to extra
you’re curious, here’s how we split cell C56. Make
Here's how this formula "=RIGHT(C56,LEN(C56)-FIND(" ",C56))" works: sure to follow along with the
diagramextracts
The Right function on thearight as you
specified go through
number these from
of characters steps:the right side of cell C56.
In this case, the LEN function is used to determine the number of characters to extract. Here's how the LEN function works: Co
The result
Select cell G56:
1 Francis.
is Francis McKay.
Here we used almost the same formula as in cell A51, but instead of extracting characters from cell C5

Select cell H56: McKay. This is the same formula as in step A57, but it extracts characters from F56 instead of cell C56.
Go to cell A79 to go to the next instruction.
2

More information on the web

More information on the web


Split text into different columns
All about Get & Transform
All about the LEFT function
All about the RIGHT function
All about the FIND function
All about the LEN function
Go back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.
Back to top
Data stuffed into one column? Split it.
a stuffed into one column? Split it.
o cell D5. Press CTRL+G, type D5, then press Enter. Type the first name that is in the Email column in cell C5: Nancy.
o cell D6. Press CTRL+E, a shortcut for Flash Fill.
1 when
h Fill detects In the cells
you typeunder First name,
a consistent type
pattern, andthe
fillsfirst
the names that
cells once are
the in theisEmail
pattern detected.
another way tocolumn:
Flash Fill:Nancy, Andy,
Go to cell E5.and so on.
ss ALT+H to enter the Home tab above the ribbon, then press FI to select Fill options. Arrow down to select Flash Fil
2 moreWhen
e down for
you see the faded list of suggestions, press Enter right away.
detail: Go to cell A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.
This list of suggestions is called Flash Fill. Flash Fill detects
when you type a consistent pattern, and provides
suggestions to fill the cells with. When you see the faded
list, that's your cue to press Enter.

3 Try another way to Flash Fill: Click the cell with Smith.

4 Click Home > Fill > Flash Fill. Now the last names are in their own column.

Dive down for more detail Next step

t a column based on delimiters.

Split a column based on delimiters


h Fill is pretty handy. But if you want to split data into more than one column all at once, then it's not the best tool for the job. Try Text to
o cell C32. Select all cells C32 through C39: Nancy all the way down to Yvonne.
ss ALT+A to enter the Data tab above the ribbon, then press E to select Text to Columns within the Data Tools section. Convert Text to Colu
vert TextFlash Fill is pretty
to Columns handy.
Wizard - StepBut
2 ofif 3:
youTabwant to the
to find splitComma
data into more
option than
under one column
Delimiters. Make allsure
at that Comma is
vert Textonce, then it'sWizard
to Columns not the best3tool
- Step of 3:for theTab
press job.and
Tryselect
Textonly
to Columns in option.
the General this situation:
lly, press tab until you enter the Destination text box. Type $D$32, then press Enter.
1 Click
RTH EXPLORING: andanother
There's drag toway
select the cellswith
of working from Nancy
data. all the
You can way
query andown to source,
external Yvonne.and you can split the da
o cell A49 for the next instruction.
2 On the Data tab, click Text to Columns. Make sure that Delimited is
selected, and then click Next.

3 Under Delimiters, make sure that Comma is the only checkbox selected,
and then click Next.

4 Click the General option.


Click the General option.

5 Finally, click inside the Destination box and type $D$32. Then click Finish.

t a column with formulas

Split a column with formulas


might want to write a formula to split data. This way, if the original data gets updated, then the split data will get updated as well. This is
left function extracts a specified number of characters from the left side of cell C56.
o cell E56: Yvonne. We used the LEFT function to extract characters from the left side of cell C56. And to specify the number of character
Find function is used to determine the number of characters to extract. Here's how the Find function works: Find the character position n
You might want to write a formula to split data. This way, if the original data gets
result isupdated,
Yvonne. then the split data will get updated as well. This is more advanced. But it is
possible
n we created when using
a [Helper a handful
column]. This wasofjust
functions:
to “help”LEFT, RIGHT,
extract FIND,
the other and
text LEN.cell.
in the ForIt’s
more
meant to be tempora
information on each of these functions, see the links at the bottom of this sheet.
ct cell F56: Francis McKay in the [Helper column]. You’ll see that we used the RIGHT, LEN, and FIND But iffunctions to extra
you’re curious, here’s how we split cell C56. Make
e's how this formula "=RIGHT(C56,LEN(C56)-FIND(" ",C56))" works: sure to follow along with the
diagramextracts
Right function on thearight as you
specified go through
number these from
of characters steps:the right side of cell C56. HOW IT WORKS:
his case, the LEN function is used to determine the number of characters to extract. Here's how the LEN function works: Count the number
Extract
result
ct
1
is Francis
cell G56:
Double-click
McKay.
Francis.
the yellow cell with Yvonne. We used the LEFT function to characters
Here we used almost the same formula as in cell A51, but instead of extracting characters from cell C56, it extracts the
extract characters from the left side of cell C56. And to specify the number from the
ct cell H56: McKay.of characters to extract,
This is the same weasused
formula theA57,
in step FIND function.
but Read
it extracts the How
characters it works
from
left side
F56 instead of cell C56.
diagram, and then press ESC when you're done. of...
o cell A79 to go to the next instruction.
2 Then we created a [Helper column]. This was just to “help” extract the
other text in the cell. It’s meant to be temporary and something one could
always hide later. =LEFT(C56,FIN
3 Double-click Francis McKay in the [Helper column]. You’ll see that we used
the RIGHT, LEN, and FIND functions to extract characters from the first
space, up until the end of the cell.

4 Double-click Francis. Here we used almost the same formula as in step 1,


but instead of extracting characters from C56, it extracts them from F56.

5 Double-click McKay. This is the same formula as in step 3, but it extracts


characters from F56 instead of cell C56.

e information on the web

More information on the web


t text into different columns
bout Get & Transform
bout the LEFT function
bout the RIGHT function
Split text into different columns
bout the FIND function
bout the LEN function
All about
back to top by pressing Get & Transform
CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.
All about the LEFT function

All about the RIGHT function

All about the FIND function

All about the LEN function

Back to top Next step


ll C5: Nancy.

Email First name Last name


Nancy.Smith@contoso.com Smith
Andy.North@fabrikam.com
Jan.Kotas@relecloud.com
Mariya.Jones@contoso.com
Yvonne.McKay@fabrikam.com

GOOD TO KNOW
CTRL+E is the shortcut
for Flash Fill.

he best tool for the job. Try Text to Columns in this situation:

Tools section. Convert Text to Columns Wizard - Step 1 of 3 appears. Make sure that Delimited radio button is selected, then press Enter.
Data First name Last name Company name
Nancy,Smith,Contoso Ltd.
Andy,North,Fabrikam Inc.
Jan,Kotas,Relecloud
Mariya,Jones,Contoso Ltd.
Steven,Thorpe,Relecloud
Michael,Neipper,Fabrikam Inc.
Robert,Zare,Relecloud
Yvonne,McKay,Contoso Ltd.

WORTH EXPLORING
There's another way of working with data. You can
query an external source, and you can split the data
that comes from the source. You do that once, and
the data is refreshable and easy to work with from
that moment on. Curious? Click the Data tab, and
then explore the options in the Get & Transform area.
Or see the link at the bottom of this sheet.
WORTH EXPLORING
There's another way of working with data. You can
query an external source, and you can split the data
that comes from the source. You do that once, and
the data is refreshable and easy to work with from
that moment on. Curious? Click the Data tab, and
then explore the options in the Get & Transform area.
Or see the link at the bottom of this sheet.

ata will get updated as well. This is more advanced. But it is possible when using a handful of functions: LEFT, RIGHT, FIND, and LEN. For mo
to specify the number of characters to extract, we used the FIND function. Here's how the formula "=LEFT(C56,FIND(" ",C56)-1)" works:
orks: Find the character position number of the first space in cell C56. Then subtract 1 to exclude the space itself.

Name inside one cell First name [Helper column] Middle name
Yvonne Francis McKay Yvonne Francis McKay Francis

HOW IT WORKS: HOW IT WORKS:


function works: Count…this
Extract the number of characters
...and extract thisinmany
cell C56 and subtract the number of characters
Extract …this from ...and
the Find function,
extract whichcharacter
this many finds the
characters cell... characters. To specify
racters from cell C56, it extracts them from cell F56. the characters cell... of characters, use the LEN functio
from the number of characters, use the from the
left side FIND function... right side  
of cell C56.
of... of...
 

=LEFT(C56,FIND(" ",C56)-1) =RIGHT(C56,LEN(C56)-FIND(" ",

...and find the ... the ...in ...then ...and get the count ...this ...and
character first this subtract 1 of characters cell... subtract
position space... cell. to exclude (character length) this
number of... the space of...  number:
    itself.
 
 
on is selected, then press Enter. Use the Tab key to navigate the dialogue.
FT, RIGHT, FIND, and LEN. For more information on each these functions, see the links at the bottom of this sheet under More information
(C56,FIND(" ",C56)-1)" works:

Last name
McKay

he Find
.and function,
extract whichcharacters.
this many finds the character
To specifyposition number of the first space in cell C56 and returns the number of characters up until the
the number
f characters, use the LEN function...

C56)-FIND(" ",C56))

...and Find the ...the ...in


subtract character first this
this position space. cell.
number: number ..
of...
et under More information on the web starting in cell A80. But if you’re curious, here’s how we split cell C56.

r of characters up until the space.


Switch data around by transposing it
Switch data around by transposing it
When you need to rotate columns and rows, you transpose them in Excel.
Cells C5 toWhen
H6 contain two rows
you need of Items
to rotate and Amounts.
columns Select
and rows, youcells C5 to H6.
transpose them in Excel.
Now you'll copy the cells. Press CTRL+C.
1
Select cell C9.
Press ALT+H to enter the Home tab above the ribbon, then press V to select Paste options. Arrow down or press S to sel
Press Tab until
Theyou find Transpose. Press the Space Bar to select Transpose, then press Enter.
2
EXPERT TIP: shortcut key for Paste Special is CTRL+ALT+V.

Dive down for m


3

This is kind of5


tricky, so pay
close
attention. With
those cells still
selected, type
the following:
=TRANSPOSE(C Dive down for more detail
33:H34) but
don’t press
Enter. Instead
press
CTRL+SHIFT+E
NTER. If you
get an error or
#VALUE! as a
Transpose
result, try with a formula

Transpose with a formula


again starting
Sometimes you don't want to copy and paste to transpose. In this case, you can use a formula to transpose rows and columns
at instruction
To transpose
in cell A29. this data, you need to select some blank cells first. Since the data in cells C33 to H34 on the right has six columns

Select any
Select Sometimes
another youcell
of thetransposed
transposed don't
cells,
from want toC40
forcells copy
example and
tocell paste
C41.
D45, forLookto
at transpose.
examplethecell D43. In
formula atthis
Looktheatcase,
top
theofyou can
Excel.
formula use
You’ll
bar a that
see
again. The the formula
formula loos
is the
formula to transpose rows and columns. Here's how to do that:
Go to cell A54 for the next instruction.

3
4

What's
KEEP INan array formula?
MIND…
There
An array formulathings
are three to keepcalculations
in mind when onusing
morean array
oneformula:
What's an array formula?
can perform than cell in an array. In the example above, the array is the original da
1) Always select multiple cells first, and then with those cells selected, start typing the array formula. That's the key: Select mu
You
2) always
When finishdone
you're an array formula
typing with
an array CTRL+SHIFT+ENTER,
formula, not just
press CTRL+SHIFT ENTER. Pressing CTRL+SHIFT+ENTER calculates the functi
+ENTER.
3) Once you enter an array formula, you cannot interrupt that new
EXCEL SPEAK: Because array formulas require CTRL+SHIFT+ENTER, some peoplearray. For example, youcall
informally cannot
arraytype over or"CSE
formulas, delete just one
formulas."
An array formula can perform calculations on more than one cell in an array. In the
example
Go to cell A72 for theabove, the array is the original data set in cells C33:H34. The TRANSPOSE
next instruction.
function then switches the horizontal orientation of the cells to a vertical orientation. 

You always finish an array formula with CTRL+SHIFT+ENTER, not just ENTER. Pressing
CTRL+SHIFT+ENTER calculates the function against the array. When you're done, Excel
puts special brackets { } around the formula. These brackets are a visual clue that the
selected cell is part of an array formula. You can't type these brackets yourself. Excel
puts them in when you press CTRL+SHIFT+ENTER.

More information on the web

More information on the web


Transpose (rotate) data from rows to columns or vice versa
All about the TRANSPOSE function
Create an array formula
Go back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.

Back to top
Switch data around by transposing it
ch data around by transposing it
en you need to rotate columns and rows, you transpose them in Excel.
s C5 toWhen
H6 contain two rows
you need of Items
to rotate and Amounts.
columns Select
and rows, youcells C5 to H6.
transpose them in Excel.
w you'll copy the cells. Press CTRL+C.
1 Click and drag to select the two rows of cells from Item, to 20. Item
ss ALT+H to enter the Home tab above the ribbon, then press V to select Paste options. Arrow down or press S to selAmount
ss Tab until
Theyou find Transpose. Press the Space Bar to select Transpose, then press Enter.
2 Now you'll copy the cells. Press C t r l
ERT TIP: shortcut key for Paste Special is CTRL+ALT+V. C

to proceed to the next step


3 Click the yellow cell.

4 On the Home tab, click the arrow under the Paste button.

5 Click Paste Special, and then at the bottom, click the checkbox for
Transpose. Click OK.

Dive down for more detail Next step

nspose with a formula

Transpose with a formula


metimes you don't want to copy and paste to transpose. In this case, you can use a formula to transpose rows and columns. Here's how to
ranspose this data, you need to select some blank cells first. Since the data in cells C33 to H34 on the right has six columns and two rows,

ct any
ct Sometimes
another youcell
of thetransposed
transposed don't
cells,
from want toC40
forcells copy
example and
tocell
D45, paste
C41.
forLookto
at transpose.
examplethecell D43. In
formula atthis
Looktheatcase,
top
theofyou can
Excel.
formula use
You’ll
bar a that
see
again. The the formula
formula looks
is the samelikeasthis: {=TR
in cell C
formula to transpose rows and columns. Here's how to do that:
o cell A54 for the next instruction. Item

1 To transpose this data, you need to select some blank cells first. Since the
Amount
data on the right has 6 columns and 2 rows, you need to select the
opposite: 2 columns and 6 rows. Do this by selecting the yellow cells.
So select these 2 columns...
2 This is kind of tricky, so pay close attention. With those cells still selected,
type the following: =TRANSPOSE(C33:H34) ….but don’t press Enter.

3 Press Ctrl Shift Enter

If you get #VALUE! as a result, try again starting at step 1.


Press

If you get #VALUE! as a result, try again starting at step 1.

4 Click any of the yellow cells to select just one. Look at the formula at the
top of Excel. You’ll see that the formula looks like this:

{=TRANSPOSE(C33:H34)}

5 Click another yellow cell. Look at the formula bar again. The formula is the
same. Why? Because this is an array formula. KEEP IN MIN
There are three
formula:
1) Always selec
at's
P INan array formula?
MIND… selected, start t
re areformula
three things to keepcalculations
in mind when onusing
morean array
oneformula:
What's an array formula?
array can perform than multiple
cell in an array. In the example above, the array is the original data cellsC3
set is cells fi
lways select multiple cells first, and then with those cells selected, start typing the array formula. That's the key: Select multiple cells first,
always
When finishdone
you're an array formula
typing with
an array CTRL+SHIFT+ENTER,
formula, not just
press CTRL+SHIFT ENTER. Pressing CTRL+SHIFT+ENTER calculates the function
+ENTER. 2)against the a
When you're
nce you enter an array formula, you cannot interrupt that new array. For example, you cannot type over or delete just one
EL SPEAK: Because array formulas require CTRL+SHIFT+ENTER, some people informally call array formulas, "CSE formulas." CTRL+SHIFT +Eof the cells. Yo
An array formula can perform calculations on more than one cell in an array. In the 3) Once you en
example
o cell A72 for theabove, the array is the original data set in cells C33:H34. The TRANSPOSE
next instruction. array. For exam
function then switches the horizontal orientation of the cells to a vertical orientation.  cells. You also c
array. If you ne
the array formu
You always finish an array formula with CTRL+SHIFT+ENTER, not just ENTER. Pressing recreate the fo
CTRL+SHIFT+ENTER calculates the function against the array. When you're done, Excel
puts special brackets { } around the formula. These brackets are a visual clue that the
selected cell is part of an array formula. You can't type these brackets yourself. Excel
puts them in when you press CTRL+SHIFT+ENTER.

EXCEL SPEAK
Because array fo
people informa

e information on the web

More information on the web


nspose (rotate) data from rows to columns or vice versa
bout the TRANSPOSE function
ate an array formula
back to top by pressing CTRL+HOME.
Transpose To proceed
(rotate) data to the
from rows tonext step, press
columns CTRL+PAGE
or vice versa DOWN.

All about the TRANSPOSE function

Create an array formula

Back to top Next step


Bread Donuts Cookies Cakes Pies
50 100 40 50 20

EXPERT TIP
The shortcut key for
Paste Special is
CTRL+ALT+V.

olumns. Here's how to do that:


columns and two rows, you need to select the opposite: two columns and six rows. Do this by selecting cells C40 to D45.
This data has 6 columns...
mula looks
a is the samelikeasthis: {=TRANSPOSE(C33:H34)}
in cell C41. Why? Because this is an array formula.

Bread Donuts Cookies Cakes Pies ...and 2 rows.


50 100 40 50 20

lect these 2 columns...

...and these 6 rows


before you type the
formula.
...and these 6 rows
before you type the
formula.

KEEP IN MIND…
There are three things to keep in mind when using an array
formula:
1) Always select multiple cells first, and then with those cells
selected, start typing the array formula. That's the key: Select
multiple
ginal data cellsC33:H34.
set is cells first, then start
The typing. function then switches the horizontal orientation of the cells to a vertical orientation.  
TRANSPOSE
elect multiple cells first, then start typing.
e function2) against the array.
When you're doneWhen
typingyou're done,
an array Excel puts
formula, pressspecial brackets { } around the formula. These brackets are a visual clue that th
just oneCTRL+SHIFT
of the cells. +ENTER.
You also cannot insert a new row or column within that array. If you need to any of that, select all of the cells that h

3) Once you enter an array formula, you cannot interrupt that new
array. For example, you cannot type over or delete just one of the
cells. You also cannot insert a new row or column within that
array. If you need to any of that, select all of the cells that have
the array formula, press Delete, and then make your changes and
recreate the formula.

EXCEL SPEAK
Because array formulas require CTRL+SHIFT+ENTER, some
people informally call array formulas, "CSE formulas."
o a vertical orientation.  
kets are a visual clue that the selected cell is part of an array formula. You can't type these brackets yourself. Excel puts them in when you
select all of the cells that have the array formula, press Delete, and then make your changes and recreate the formula.
xcel puts them in when you press CTRL+SHIFT+ENTER.
Sort and filter with ease
Sort and filter with ease
Cells C5 to G13 contain five columns: Departments, Categories, and Amounts for the months Oct, Nov, Dec.
Let's say you want the departments in alphabetical order. Select the Department column, go to cell C5. Press CTRL+G, type C5
1 amounts from big to small. Select the December column cell, go to G5, then select cells G5 through G13. Pres
Sort December's
Now you'll filter the data so that only the Bakery rows appear. Go to cell G5, Dec. Press CTRL+A to select all of the cell
Filter buttons appear on the top row from cell C5 to G5. Go to the Department cell, C5, and press ALT+DOWN ARROW t
EXTRA CREDIT: 2 Try sorting alphabetically by two columns. Here's how: First sort Department alphabetically (refer to ste
Dive down for more detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.
3

Dive down for more detail

Sort by date, or by color even

Sort by date, or by color even


There are many ways to sort in Excel. Here are just two more ways to sort:
Cells C31 through F31 contain data with four columns: Expense date, Employee, Food, and Hotel.
You want the Expense dates in order. So, select Expense date header, cell C31, then press ALT+DOWN ARROW and use the arr
IMPORTANT There
Someone filled are many
three
DETAIL: You ways
cellscan't
with to sort
yellow.
clear in order
You
a sort Excel. Here
can sort
liketheare
you just
rows
can two
thatmore
abyfilter. if ways
color.
So tocell
Godon't
you to sort, but
F31,
want thissort
then
your time
press
to ALT+DOWN
stick, undo itARROW
by pressing
you'll use the right-click menu:
Go to cell A43 for the next instruction.
1

2
More ways to filter data

More ways to filter data


Cells C49 through F49 contain data with four columns: Expense date, Employee, Food, and Hotel.
Go to cell F49: Hotel. Press ALT+DOWN ARROW, then use the arrow keys to find Number Filters option. Press RIGHT ARROW t
Now add a second filter. Go to cell E49: Food. Press ALT+DOWN ARROW, then use the arrow keys to find the Number Filters o
Many
Go to cell A60 forpeople type
the next formulas to find amounts that are above average, or greater than a
instruction.
certain amount. But there's no need to type formulas when special filters are available.

More information on the web

More information on the web


Sort data in a range or table
Filter data in a range or table
Go back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.

Back to top
Sort and filter with ease
and filter with ease
s C5 to G13 contain five columns: Departments, Categories, and Amounts for the months Oct, Nov, Dec.
s say you want the departments in alphabetical order. Select the Department column, go to cell C5. Press CTRL+G, type C5, then press Ente
December's1 amounts
Let's sayfrom
you big
wantto the departments
small. in alphabetical
Select the December columnorder.
cell, Click
go toin the
G5, then select cells G5 through G13. Press ALT+H to ente
w you'll filter theDepartment
data so thatcolumn,
only theand thenrows
Bakery clickappear.
Home Go> Sort & G5,
to cell Filter
Dec.> Sort
PressACTRL+A
to Z. to select all of the cell
er buttons appear on the top row from cell C5 to G5. Go to the Department cell, C5, and press ALT+DOWN ARROW t
RA CREDIT: 2 TrySort December's amounts from largest to smallest. Click any cell in the Dec
sorting alphabetically by two columns. Here's how: First sort Department alphabetically (refer to ste
column, and then click Home > Sort & Filter > Sort Largest to Smallest.
e down for more detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.
3 Now you'll filter the data so that only the Bakery rows appear. Press CTRL+A to
select all of the cells, and then click Home > Sort & Filter > Filter.

4 Filter buttons appear on the top row. On the Department cell, click the filter
button and then click to clear the Select All checkbox. Then, click to select
Bakery.

5 Click OK and only the Bakery rows appear. Now clear the filter by clicking the
filter button for Department and then click Clear filter...

Dive down for more detail Next step

by date, or by color even

Sort by date, or by color even


re are many ways to sort in Excel. Here are just two more ways to sort:
s C31 through F31 contain data with four columns: Expense date, Employee, Food, and Hotel.
want the Expense dates in order. So, select Expense date header, cell C31, then press ALT+DOWN ARROW and use the arrow keys to find
meone
ORTANT There
filled are many
three
DETAIL: You ways
cellscan't
with to sort
yellow.
clear in order
You
a sort Excel. Here
can sort
liketheare
you just
rows
can two
thatmore
abyfilter. if ways
color.
So tocell
Godon't
you to sort, but
F31,
want thissort
then
your time
press
to ALT+DOWN
stick, undo itARROW
by pressing CTRL+Z.
you'll use the right-click menu:
o cell A43 for the next instruction.
1 You want the dates in order. So, right-click a date and then click
Sort > Sort Oldest to Newest. The rows get sorted in ascending date order by
the Expense date.

2 Someone filled three cells with yellow. You can sort the rows by that color.
Right-click a yellow cell, and then click Sort > Put Selected Cell Color
on Top.
e ways to filter data

More ways to filter data


s C49 through F49 contain data with four columns: Expense date, Employee, Food, and Hotel.
o cell F49: Hotel. Press ALT+DOWN ARROW, then use the arrow keys to find Number Filters option. Press RIGHT ARROW to enter Number
w add a second filter. Go to cell E49: Food. Press ALT+DOWN ARROW, then use the arrow keys to find the Number Filters option. Press RIG
Many
o cell A60 forpeople type
the next formulas to find amounts that are above average, or greater than a
instruction.
certain amount. But there's no need to type formulas when special filters are available.

1 On the Hotel cell, click the filter button and then click
Number Filters > Above Average. Excel calculates the average amount of the
Hotel column, and then shows only rows with amounts greater than that
average.

2 Now add a second filter. On the Food cell, click the filter button and then
click Number Filters > Greater than..., and then type 25. Click OK.
Of the three rows that were filtered for above average, Excel shows two rows
with Food amounts greater than 25.

e information on the web

More information on the web


data in a range or table
er data in a range or table
back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.

Sort data in a range or table

Filter data in a range or table

Back to top Next step


ss CTRL+G, type C5, then press Enter. Now press ALT+H to enter the Home tab above the ribbon, then press S to enter the Sort & Filter op
5 through G13. Press ALT+H to enter the Home tab above the ribbon, then press S for Sort & Filter options. Notice the options changed fro
Department Category Oct Nov Dec
Meat Beef $90,000 $110,000 $120,000
Bakery Desserts $25,000 $80,000 $120,000
Produce Fruit $10,000 $30,000 $40,000
Produce Veggies $30,000 $80,000 $30,000
Deli Salads $90,000 $35,000 $25,000
Meat Chicken $75,000 $82,000 $2,000,000
Bakery Breads $30,000 $15,000 $20,000
Deli Sandwiches $80,000 $40,000 $20,000

EXTRA CREDIT
When you're done with step 5, try sorting alphabetically by
two columns. Here's how: First sort Department
alphabetically (that's step 1 on the left). Then click Home >
Sort & Filter > Custom Sort. Add a second level for Category.
After you click OK, Department will be sorted, and within
each department, Category rows will be sorted in
alphabetical order as well.

OW and use the arrow keys to find Sort Oldest to Newest. Press Enter. The rows get sorted in ascending date order by the Expense date.
Expense date Employee Food Hotel IMPORTANT DETAIL
10/26/2021 Jackie $21 $3,820 You can't clear a sort order like
you can a filter. So if you don't
10/25/2021 Mark $62 $2,112 want your sort to stick, undo it
10/22/2021 Dave $25 $1,611 by pressing CTRL+Z.
10/28/2021 Tricia $30 $3,085
10/24/2021 Jeff $69 $528
10/23/2021 Laura $45 $5,050
ss RIGHT ARROW to enter Number Filters list and use the arrow keys to find the Above Average option, then press Enter. Excel calculates
e Number Filters option. Press RIGHT ARROW to enter the Number Filters list. Use the arrow keys to find the Greater than... option, then

Expense date Employee Food Hotel


10/26/2021 Jackie $21 $3,820
10/25/2021 Mark $62 $2,112
10/28/2021 Tricia $30 $3,085
10/22/2021 Dave $25 $1,611
10/23/2021 Laura $45 $5,050
10/24/2021 Jeff $69 $528
nter the Sort & Filter options. Use the arrow keys to find the option to Sort A to Z, or press S, then press Enter.
the options changed from Sort A to Z to Sort Largest to Smallest and so forth. Use the arrow keys to find the option to Sort Largest to Sma

r by the Expense date.


Enter. Excel calculates the average amount of the Hotel column, and then shows only rows with amounts greater than that average.
ter than... option, then type 25 and press Enter. Of the three rows that were filtered for above average, Excel shows two rows with Food a
ption to Sort Largest to Smallest, then press Enter.
ater than that average.
shows two rows with Food amounts greater than 25
table between
cells C5 and
I14. The Table
Tools Design
tab will appear
at the top of
Excel. Press
ALT+JT to

Tables make things a lot easier


enter the
Design tab things a lot easier
Tables make
above the
A table gives
ribbon, then you special features and conveniences. Here’s how to create one:
Cells C5
press S tothrough
A tableG13 contain
gives data. Gofeatures
you special to any cell
andwithin that region,Here’s
conveniences. for example,
how tocell D8. Press
create one: CTRL+G, type D8, then press En
enter Table to enter the Insert tab above the ribbon, then press T and press Enter. Or, press shortcut key combination CTRL+T
Press ALT+N
Styles. Use
Now
arrowyoukeyshave1 a table, which is a collection of cells that has special features. For starters: A table gives you banded row
to
You can also
navigate the create new rows easily. Go to the empty cell under cell C13: Meat. Type some text, then press Enter. A ne
options and
You can also create columns easily: Go to any cell between H5 and H14, for example H10. Type some text, then press
select a table
Notice
style youhow 2 two columns are created, formatted, and the text Jan and Feb are filled in cells H5 and I5 for you.
the
like.

3
Dive down for more detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.

Dive down for more detail

Calculated columns in tables

Calculated columns in tables


One example of a convenience that tables give you: calculated columns. You type a formula once, and it gets automatically fill
Cells C33 through H41 contain data with six columns: Department, Category, Oct, Nov, Dec, and Total.
Go to cell H34: Total.
One
Press ALT+=, thenexample of a convenience that tables give you: calculated columns. You type a
press Enter.
formulagets
The SUM formula once, and it getsfilled
automatically automatically filled
down for you down
so that fordon’t
you you.have
Here’s how
to do it works:
it yourself.
Go to cell A47 for the next instruction.

4
4

Total rows in tables

Total rows in tables


Another convenience in tables are total rows. Instead of typing a SUM formula, Excel can make that total for you with a flip of
Cells C54 through E61 contain data with three columns: Department, Category, and Sales.
Go to any cell within the range above, for example cell D57.
Another
At the top of convenience
the Excel window, thein tables are total
Table Tools Designrows.
tab Instead of typing
will appear. Press aALT+JT
SUM formula, Excel
to enter the can tab above the ribbon,
Design
A new rowmake thatattotal
is added for you of
the bottom with
theatable
flip ofinacells
switch.
C62And the same
through E62. goes for the AVERAGE
formula, and many others. Here’s how it
The total of $24,000 is added to the total row, in cell E62 .works:

1 ARROW, then use the arrow keys to find the Average option and press Enter. The average amount of
But what if you wanted to know the average? Select cell E62: $24,000.
Press
GOODALT+DOWN
TO KNOW: There's a shortcut for showing and hiding the total row. Select inside the table, then press CTRL+SHIFT+T.

Go to cell A722for the next instruction.

More information on the web

More information on the web


Overview of Excel tables
Total the data in an Excel table
Use calculated columns in an Excel table
Go back to top

Back to top
Back to top
Tables make things a lot easier
es make things a lot easier
ble gives you special features and conveniences. Here’s how to create one:
s C5 through
A tableG13 contain
gives data. Gofeatures
you special to any cell
andwithin that region,Here’s
conveniences. for example,
how tocell D8. Press
create one: CTRL+G, type D8, then press Enter.
ss ALT+N to enter the Insert tab above the ribbon, then press T and press Enter. Or, press shortcut key combination CTRL+T, then Enter.
w you have1 a table,
Clickwhich
inside
is the data to of
a collection the right,
cells thatand
has then click
special InsertFor
features. > Table > OK.
starters: A table gives you banded row
can also create new rows easily. Go to the empty cell under cell C13: Meat. Type some text, then press Enter. A ne
can also create columns easily: Go to any cell between H5 and H14, for example H10. Type some text, then press
2 twoNow
ce how the you have
columns a table,formatted,
are created, which is aandcollection
the text of
Jancells
and that hasfilled
Feb are special features.
in cells H5 and I5 for you.
For starters: A table gives you banded rows for easier reading.

3 You can also create new rows easily. In the empty cell under Meat, type
e down for more detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.
some text and then press Enter. A new row for the table appears.

4 You can also create columns easily: In the lower-right corner of the table,
click the resize handle and drag it to the right 2 columns.

5 Notice how the two columns are created, formatted, and the text Jan and
Feb are filled for you.

Dive down for more detail Next step

ulated columns in tables

Calculated columns in tables


example of a convenience that tables give you: calculated columns. You type a formula once, and it gets automatically filled down for you
s C33 through H41 contain data with six columns: Department, Category, Oct, Nov, Dec, and Total.
o cell H34: Total.
One
ss ALT+=, thenexample of a convenience that tables give you: calculated columns. You type a
press Enter.
formulagets
SUM formula once, and it getsfilled
automatically automatically filled
down for you down
so that fordon’t
you you.have
Here’s how
to do it works:
it yourself.
o cell A47 for the next instruction.

1 Select the cell under Total.

2 Press Alt =

3 Press Enter

4 The SUM formula gets filled down for you so that you don’t have to do it
yourself.
4 The SUM formula gets filled down for you so that you don’t have to do it
yourself.

al rows in tables

Total rows in tables


ther convenience in tables are total rows. Instead of typing a SUM formula, Excel can make that total for you with a flip of a switch. And th
s C54 through E61 contain data with three columns: Department, Category, and Sales.
o any cell within the range above, for example cell D57.
Another
he top of convenience
the Excel window, the in tables are total
Table Tools Designrows.
tab Instead of typing
will appear. Press aALT+JT
SUM formula, Excel
to enter the can tab above the ribbon, then press T to
Design
ew rowmake thatattotal
is added for you of
the bottom with
theatable
flip ofinacells
switch.
C62And the same
through E62. goes for the AVERAGE
formula, and many others. Here’s how it
total of $24,000 is added to the total row, in cell E62 . works:

ss ALT+DOWN
1
what if you wanted
Selectto any
know
ARROW,a then
the
cell average?
within
use the
Selecton
the table
arrow keys
cell
theE62: $24,000.
right.
OD TO KNOW: There's shortcut for showing andtohiding
find the
theAverage option
total row. and
Select pressthe
inside Enter. The
table, average
then press amount of
CTRL+SHIFT+T.

o cell A722for the


Atnext
the top of the Excel window, the Table Tools Design tab will appear.
instruction.

3 On that tab, click Total Row.

4 The total of $24,000 is added to the bottom of the table.

5 But what if you wanted to know the average? Click the cell with $24,000.

6 Click the down arrow and then click Average. The average amount of
$3,000 appears.

e information on the web

More information on the web


rview of Excel tables
al the data in an Excel table
calculated columns in an Excel table
press CTRL+PAGE DOWN.
Overview of Excel tables

Total the data in an Excel table

Use calculated columns in an Excel table

Back to top Next step


Back to top Next step
pe D8, then press Enter.
ombination CTRL+T, then Enter.
Department Category Oct Nov Dec
Produce Veggies 30000 80000 30000
Produce Fruit 10000 30000 40000
Bakery Breads 30000 15000 20000
Bakery Desserts 25000 80000 120000
Deli Sandwich 80000 40000 20000
Deli Salads 90000 35000 25000
Meat Beef 90000 110000 200000
Meat Chicken 75000 82000 150000

EXTRA CREDIT
Try changing the table style. First
click inside the table, and the Table
Tools Design tab will appear at the
top of Excel. Click that tab, and then
pick a style you like.

ts automatically filled down for you. Here’s how it works:

Department Category Oct Nov Dec Total


Produce Veggies $30,000 $80,000 $30,000
Produce Fruit $10,000 $30,000 $40,000
Bakery Breads $30,000 $15,000 $20,000
Bakery Desserts $25,000 $80,000 $120,000
Deli Sandwiches $80,000 $40,000 $20,000
Deli Salads $90,000 $35,000 $25,000
Meat Beef $90,000 $110,000 $200,000
Meat Chicken $75,000 $82,000 $150,000

EXPERIMENT
After putting in the calculated column, try typing over one of the
cells in the column. What happens? If you see a green triangle,
click it and then click the exclamation mark. You'll see that
Excel's watchin' out for ya...
EXPERIMENT
After putting in the calculated column, try typing over one of the
cells in the column. What happens? If you see a green triangle,
click it and then click the exclamation mark. You'll see that
Excel's watchin' out for ya...

or you with a flip of a switch. And the same goes for the AVERAGE formula, and many others. Here’s how it works:

b above the ribbon, then press T to select Total Row from within the Table Styles Options.

Department Category Sales


Produce Veggies $1,000
Produce Fruit $2,000
Bakery Breads $3,000
Bakery Desserts $1,000
Deli Sandwiches $2,000
Deli Salads $3,000 GOOD TO KNOW
Meat Beef $4,000 There's a shortcut for showing
and hiding the total row. Click
Meat Chicken $8,000 inside the table, and then press
CTRL+SHIFT+T.
Insert a drop-down list
Insert a drop-down list
Drop-down lists make data entry easier for people. Here's how to do one:
Cells C3 through D15 contain
Drop-down data data
lists make with two columns:
entry Food
easier for and Department.
people. Here's how to do one:
We want only three department names to be valid entries for each of the foods on the right. Those departments are
Go to cell D4.1Press CTRL+G, type D4, then press Enter. Select all cells from D4 to D15.
On the Data tab, select Data Validation, or press ALT+A,V to open the Data Validation dialogue box. Tab to Allow and sel
In the Source text box, type Produce, Meat, Bakery. Make sure to put commas in between each name. Press Enter whe
Now
GOODselect
2 D4,Drop-down
cell
TO KNOW: which is the cellhelp
lists nextensure
to Apples in C4.
people Press
enter ALT+DOWN
valid data. So itARROW. You'llthat
makes sense see drop-downs
a drop-downare
menu with
a part of a large
There are other data validation methods. For example, you can restrict entry to whole numbers, dates, or even minimum and

3
Dive down for more detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.

Dive down for more detail

Best practice for drop-downs: Use a table.

Best practice for drop-downs: Use a table.


We just taught you how to insert a drop-down menu for the list of departments. But what if that list changes? For example, w
Cells C31 through D43 contain data with two columns: Food and Department. Cells F31 through F34 contain data with one col
From cells F31 to F34, select a cell with a department. For example, select cell F33: Meat.
We by
Create a table just taughtCTRL+T,
pressing you how to Enter.
then insert a drop-down menu for the list of departments. But
Now you’ll what
set upifthe
thatdata
list validation
changes?again.For example,
Under cell what
D31:ifDepartment,
there is a new department
select calledcells
all of the blank Dairy?
from D32 through
On the Data You’d have to
tab, select Data update the data
Validation, validation
or press ALT+A,V dialog box.
to open theBut there’s
Data a more
Validation efficient
dialogue box.way
Tab to Allow and
by text
In the Source creating a table
box, type first:
=$F$32:$F$34, then press Enter.
You selected the values within the single column starting in cell F31: Department.
Now
EXPERTgo TIP: 1D32people
to cell
Often and press
put ALT+DOWN ARROW.
their validation There
lists like thisare
outonly three
of the waydepartments in the That
on another sheet. drop-down list: Produce,
way others won't beMeat
tempted

2
Go to cell A60 for the next instruction.

3
4

More information on the web

More information on the web


Apply data validation to cells
Create a drop-down list
Go back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.

Back to top
Insert a drop-down list
rt a drop-down list
p-down lists make data entry easier for people. Here's how to do one:
s C3 through D15 contain
Drop-down data data
lists make with two
entrycolumns: Food
easier for and Department.
people. Here's how to do one:
want only three department names to be valid entries for each of the foods on the right. Those departments are
o cell D4.1PressWe want type
CTRL+G, only D4,
three department
then press Enter.names
Select to
all be
cellsvalid
fromentries for each of the
D4 to D15.
foodsData
the Data tab, select on Validation,
the right. Those departments
or press are Produce,
ALT+A,V to open Meat and dialogue
the Data Validation Bakery. box. Tab to Allow and sel
he Source text box, type Produce, Meat, Bakery. Make sure to put commas in between each name. Press Enter whe
w
ODselect
2 D4,Drop-down
cell
TO KNOW:
Click
whichand drag
is the tonext
select
cellhelp
lists
the yellow
to Apples
ensure in C4.
people
cells
Press
enter
under
ALT+DOWN
valid
Department. You'll see a drop-down menu with
data. So itARROW.
makes sense that drop-downs are a part of a larger group of featu
re are other data validation methods. For example, you can restrict entry to whole numbers, dates, or even minimum and maximum amou

3
e down for more Ondetail: Go totab,
the Data A27.click
Or, to proceed
Data to the next
Validation. Understep,Allow,
press CTRL+PAGE
click List. DOWN.

4 In the Source box, type Produce, Meat, Bakery. Make sure to put commas
in between them. Click OK when you’re done.

5 Now click the yellow cell next to Apples, and you'll see a drop-down menu.

Dive down for more detail Next step

t practice for drop-downs: Use a table.

Best practice for drop-downs: Use a table.


just taught you how to insert a drop-down menu for the list of departments. But what if that list changes? For example, what if there is a n
s C31 through D43 contain data with two columns: Food and Department. Cells F31 through F34 contain data with one column: Departme
m cells F31 to F34, select a cell with a department. For example, select cell F33: Meat.
We by
ate a table just taughtCTRL+T,
pressing you how to Enter.
then insert a drop-down menu for the list of departments. But
w you’ll what
set upifthe
thatdata
list validation
changes?again.For example,
Under cell what
D31:ifDepartment,
there is a new department
select calledcells
all of the blank Dairy?
from D32 through
the Data You’d have to
tab, select Data update the data
Validation, validation
or press ALT+A,V dialog box.
to open theBut there’s
Data a more
Validation efficient
dialogue box.way
Tab to Allow and
he Source by text
creating a table
box, type first:
=$F$32:$F$34, then press Enter.
selected the values within the single column starting in cell F31: Department.
wERTgo TIP: 1D32people
to cell
Often
In column
and press F, click
put ALT+DOWN
their
a cell with
ARROW.
validation
aThere
department.
lists like thisare
outonly
Forway
three
of the
example, clicksheet.
departments
on another
Meat.
in the That
drop-down list: Produce,
way others won't beMeat
tempted to change the

2 Create a table by pressing


o cell A60 for the next instruction.
Ctrl T and then OK.

3 Now you’ll set up the data validation again. In column D, select all of the
blank cells under Department.
Now you’ll set up the data validation again. In column D, select all of the
blank cells under Department.

4 On the Data tab, click Data Validation. Under Allow, click List.

5 Click inside the Source box, then click the up arrow button

6 Click and drag to select just the Produce, Meat and Bakery cells in column
F. Then click the down arrow button

7 You should see this in the Source box: =$F$32:$F$34. (If you don’t see that
you can type it in.) Click OK.

8 Now click the drop-down arrow. There are only three departments:
Produce, Meat and Bakery. But if you add a new department in column F
under Bakery, it will get updated with the new department.

e information on the web

More information on the web


ly data validation to cells
ate a drop-down list
back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.

Apply data validation to cells

Create a drop-down list

Back to top Next step


Food Department GOOD TO KNOW
Apples Drop-down lists help ensure people
enter valid data. So it makes sense that
Beef drop-downs are a part of a larger group
Bananas of features known as data validation.
Lemons
There are other data validation
Broccoli methods. For example, you can restrict
Kale entry to whole numbers, dates, or even
minimum and maximum amounts.
Ham There are many options available, and
Bread you can read more about them by
Chicken clicking the link at the bottom of this
sheet.
Cookies
Cakes
Pies

es? For example, what if there is a new department called Dairy? You’d have to update the data validation dialog box. But there’s a more e
n data with one column: Department.

Food Department Department


Apples Produce
Beef Meat
Bananas Bakery
Lemons
Broccoli
Kale
Ham
EXPERT TIP
Bread Often people put their validation
Chicken lists like this out of the way on
another sheet. That way others
Cookies won't be tempted to change the list.
Cakes
Often people put their validation
lists like this out of the way on
another sheet. That way others
won't be tempted to change the list.

Pies
ialog box. But there’s a more efficient way by creating a table first:
Analyze data quickly
Analyze data quickly
Here’s how to analyze data so that you can spot patterns and trends quickly:
Cells C5 through
Here’s G13
howcontain data data
to analyze in fivesocolumns:
that youDepartment, Category,
can spot patterns andOct, Nov, and
trends Dec.
quickly:
Go to a cell in the table between cells C5 through G13, for example go to cell E9, then press CTRL+Q. A Quick Analysis panel ap
Press Tab key1to enter Formatting options, then press Enter to select Data Bars.
The cells under Oct, Nov, and Dec columns, cells E6 through G13 get special data bars that visualize their amounts.
Now let's say you want to get rid of the data bars. Select the entire range of cells from C5 through G13, then press CTR
Press Tab key2to enter Formatting options, then press RIGHT ARROW to find Clear…, then press Enter.
GOOD TO KNOW: When you select cells, this Quick Analysis button appears. Aptly named, don't you think? You can always

3
Dive down for more detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.

Dive down for more detail

Quickly make a chart

Quickly make a chart


You can always use the Insert tab and create a chart. But here is another way to make a chart, using the Quick Analysis option
Cells C34 through G42 contain data with five columns: Department, Category, Oct, Nov, and Dec.
Go to a cell inside the table between cells C34 and G42, for example go to cell D38, then press Ctrl+Q.
You can panel
The Quick Analysis alwaysappears.
use thePress
Insert tab and
RIGHT create
ARROW a chart.
until ButCharts.
you find here is another way to make a
chart,
Press the Tab keyusing thethe
to enter Quick Analysis
Charts optionsbutton. This time
and Enter though,
to select we'll use
Clustered… . the keyboard shortcut:
A new clustered column chart appears and is selected. Use your arrow keys to move it anywhere you’d like. Within the chart e

1
Go to cell A47 for the next instruction.

4
4

Quickly make sparklines

Quickly make sparklines


Let's say you want little trend lines to the right of this data to show how the amounts go up or down during the three months.
Cells C54 through G62 contain data with five columns: Department, Category, Oct, Nov, and Dec.
Go to a cell inside the table between cells C55 and G62, then press Ctrl+Q.
On the QuickLet's say you
Analysis wantthat
panel little trend lines
appears, presstothe
theRIGHT
right ARROW
of this data
untiltoyou
show
findhow the amounts
Sparklines, go Tab to select the Line o
then press
up or down during the three months. You don't have to make 8 little line charts. You can
Sparklines appear to the right of the Dec column in cells H55 through H62. Each line represents the data for that row, and sho
To clear themake sparklines
sparklines, instead.
select cells H55 through H62. Press ALT+JD to enter The Sparkline Tools Design tab above the ribbon. P
Go to cell A68 for the next instruction.
1

More information on the web

More information on the web


Analyze your data instantly
Analyze trends in data using sparklines
Go back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.

Back to top
Analyze data quickly
lyze data quickly
e’s how to analyze data so that you can spot patterns and trends quickly:
s C5 through
Here’s G13
howcontain data data
to analyze in fivesocolumns:
that youDepartment, Category,
can spot patterns andOct, Nov, and
trends Dec.
quickly:
o a cell in the table between cells C5 through G13, for example go to cell E9, then press CTRL+Q. A Quick Analysis panel appears.
ss Tab key1to enterClickFormatting
and drag to select then
options, all cells onEnter
press the right, and Data
to select then Bars.
click this button in the
cells under Oct, lower-right corner:
Nov, and Dec columns, cells E6 through G13 get special data bars that visualize their amounts.
w let's say you want to get rid of the data bars. Select the entire range of cells from C5 through G13, then press CTR
ss Tab key2to enterOn the panel that
Formatting appears,
options, thenclick Data
press Bars.
RIGHT The cells
ARROW under
to find Oct, then
Clear…, Nov, press
and Dec
Enter.
columns get special data bars that visualize their amounts.
OD TO KNOW: When you select cells, this Quick Analysis button appears. Aptly named, don't you think? You can always

3
e down for more detail:
Now let'sGo toyou
say A27.want
Or, totoproceed tothe
get rid of the bars.
next step,
Click press CTRL+PAGE
this button again:DOWN.

4 On the panel that appears, click the Clear Format button on the right.

Dive down for more detail Next step

ckly make a chart

Quickly make a chart


can always use the Insert tab and create a chart. But here is another way to make a chart, using the Quick Analysis option. This time thoug
s C34 through G42 contain data with five columns: Department, Category, Oct, Nov, and Dec.
o a cell inside the table between cells C34 and G42, for example go to cell D38, then press Ctrl+Q.
You can panel
Quick Analysis alwaysappears.
use thePress
Insert tab and
RIGHT create
ARROW a chart.
until ButCharts.
you find here is another way to make a
chart,
ss the Tab keyusing thethe
to enter Quick Analysis
Charts optionsbutton. This time
and Enter though,
to select we'll use
Clustered… . the keyboard shortcut:
ew clustered column chart appears and is selected. Use your arrow keys to move it anywhere you’d like. Within the chart each product has

1
o cell A47 for the next
Click a instruction.
cell inside the data to the right, and then press Ctrl Q

2 On the panel that appears, click Charts.

3 Click the first Clustered… button.

4 A new clustered column chart appears. Move it anywhere you’d like. Notice
that each product has three columns, one for each month of sales.
4 A new clustered column chart appears. Move it anywhere you’d like. Notice
that each product has three columns, one for each month of sales.

ckly make sparklines

Quickly make sparklines


s say you want little trend lines to the right of this data to show how the amounts go up or down during the three months. You don't have
s C54 through G62 contain data with five columns: Department, Category, Oct, Nov, and Dec.
o a cell inside the table between cells C55 and G62, then press Ctrl+Q.
the QuickLet's say you
Analysis wantthat
panel little trend lines
appears, presstothe
theRIGHT
right ARROW
of this data
untiltoyou
show
findhow the amounts
Sparklines, go Tab to select the Line option. Press En
then press
up or down during the three months. You don't have to make 8 little line charts. You can
rklines appear to the right of the Dec column in cells H55 through H62. Each line represents the data for that row, and shows whether the
lear themake sparklines
sparklines, instead.
select cells H55 through H62. Press ALT+JD to enter The Sparkline Tools Design tab above the ribbon. Press C to select
o cell A68 for the next instruction.
1 Click a cell inside the data to the right, and then press Ctrl Q

2 On the panel that appears, click Sparklines, and then click the Line button.

3 Sparklines appear to the right of the Dec column. Each line represents the data
for that row, and shows whether the amounts go up or down.

4 To clear the sparklines, click and drag to select them. The Sparkline Tools
Design tab will appear at the top of the window. Go to that tab, and then click
the Clear button.

e information on the web

More information on the web


lyze your data instantly
lyze trends in data using sparklines
back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.

Analyze your data instantly

Analyze trends in data using sparklines

Back to top Next step


k Analysis panel appears.
Department Category Oct Nov Dec
Produce Veggies $30,000 $80,000 $30,000
Produce Fruit $10,000 $30,000 $40,000
Bakery Breads $30,000 $15,000 $20,000
Bakery Desserts $25,000 $80,000 $120,000
Deli Sandwich $80,000 $40,000 $20,000
Deli Salads $90,000 $35,000 $25,000
Meat Beef $90,000 $110,000 $200,000
Meat Chicken $75,000 $82,000 $150,000

GOOD TO KNOW
When you select cells, this button appears:
It's called the Quick Analysis button. Aptly
named, don't you think? If you ever have a
question about the data, click this button and
see if it gives you some answers.

ick Analysis option. This time though, we'll use the keyboard shortcut:

. Within the chart each product has three columns, one for each month of sales: Oct, Nov, and Dec.
Department Category Oct Nov Dec
Bakery Breads $30,000 $15,000 $20,000
Bakery Desserts $25,000 $80,000 $120,000
Deli Sandwiches $80,000 $40,000 $20,000
Deli Salads $90,000 $35,000 $25,000
Meat Beef $90,000 $110,000 $200,000
Meat Chicken $75,000 $82,000 $150,000
Produce Veggies $30,000 $80,000 $30,000
Produce Fruit $10,000 $30,000 $40,000
the three months. You don't have to make 8 little line charts. You can make sparklines instead.

to select the Line option. Press Enter to add Sparklines to the table.
r that row, and shows whether the amounts go up or down.
above the ribbon. Press C to select the Clear option, then press C again to select to Clear Selected Sparklines.
Department Category Oct Nov Dec
Bakery Breads $30,000 $15,000 $20,000
Bakery Desserts $25,000 $80,000 $120,000
Deli Sandwiches $80,000 $40,000 $20,000
Deli Salads $90,000 $35,000 $25,000
Meat Beef $90,000 $110,000 $200,000
Meat Chicken $75,000 $82,000 $150,000
Produce Veggies $30,000 $80,000 $30,000
Produce Fruit $10,000 $30,000 $40,000
Element. Press
DOWN
ARROW to find
the Data Table
option then
press RIGHT
ARROW to
open the Data

Great charts recommended for you


Table options.
Press
Great DOWN
charts recommended for you
ARROW until
Cells C5 through
you find the D11 contain data with two columns: Year and Conference attendance.
Go toLegend
With any cell in the table between cells C5 and D11, for example go to cell C6. Press CTRL+G, type C6, then press Enter.
Keys
Now option. 1 to enter The Insert Charts tab above the ribbon. Press R to bring up Recommended Charts options.
press ALT+N
Select With
Several recommendations will appear. Press Tab to enter the list and use the arrow keys to find an option called Clust
Legend Keys,
A column
then presschart appears showing total number of conference attendees per year. Use the arrow keys to move the chart
Enter to add
Now you'll 2 a trendline. Select the chart you just created, and press ALT+JC to enter the Chart Tools Design tab abov
add
Legend Keys to
Press A to Add chart element, then press DOWN ARROW to find the Trendline option. Press RIGHT ARROW to open the Tr
the chart.
3
Dive down for more detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.

Dive down for more detail

Horizontal and vertical axes

Horizontal and vertical axes


In school you might have learned that there is an x-axis and a y-axis. Excel has these two axes as well, but it calls them someth
In Excel this is what they are called:
• The x-axis along the bottom is called the horizontal axis.
• The y-axisInthat
school
runsyou might
up and haveis learned
down that
called the thereaxis.
vertical is an x-axis and a y-axis. Excel has these two
axes
Each axis can as well,
either be abut it calls
value axis them something
or a category axis.different.
• A value axis represents numerical values. For example, a value axis can represent dollars, hours, duration, temperature, and
In axis
• A category Excelrepresents
this is what theylike
things aredates,
called:people names, product names. The horizontal axis in the chart on the right starti
Go to cell A52 for the next instruction.
• The x-axis along the bottom is called the horizontal axis.
• The y-axis that runs up and down is called the vertical axis.

Each axis can either be a value axis or a category axis.


• A value axis represents numerical values. For example, a value axis can represent dollars,
hours, duration, temperature, and so on. The vertical axis on the right is a value axis.
• A category axis represents things like dates, people names, product names. The
horizontal axis on the right has years so this is a category axis.
then press • A value axis represents numerical values. For example, a value axis can represent dollars,
DOWN
ARROW until hours, duration, temperature, and so on. The vertical axis on the right is a value axis.
you find the • A category axis represents things like dates, people names, product names. The
Combo option,horizontal axis on the right has years so this is a category axis.
listed at the
bottom. Tab
twice to enter
the Series
name: . Press
DOWN
ARROW twice
to find "Food
Sales", then
press Tab
twice to select
the Secondary
Axis option.
Secondary
Press SPACEaxis
You can
BAR
this Secondary axis
also use a secondary axis in a chart. A secondary axis is an additional value axis that can show different values than th
to enable
option,
A popular example is in the chart on the right starting in cell D52. It's the same as the chart above, but it has an additional seco
then press
Cells
Enter.D67 through F73 contain data with three columns: Date, Conference attendance, and Food sales. Food Sales column con
You can also use a secondary axis in a chart. A secondary axis is an additional value axis
thatfor
Go to cell A68 canthe
show
nextdifferent values than the other value axis.
instruction.

A popular example is on the right. It's the same as the chart above, but it has an additional
secondary vertical axis that represents the sales amounts for each month. Some would say
that by having a secondary axis, you almost have “two charts in one.” That’s true. This chart
is both a column chart and a line chart. These kind of charts are called Combo charts in
Excel. If you’re interested in this kind of chart, click the link at the bottom of this sheet.

More information on the web

More information on the web


Create a chart from start to finish
Create a combo chart with a secondary axis
Available chart types in Office
Go back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.

Back to top
Great charts recommended for you
at charts recommended for you
s C5 through D11 contain data with two columns: Year and Conference attendance.
o any cell in the table between cells C5 and D11, for example go to cell C6. Press CTRL+G, type C6, then press Enter.
1 toClick
w press ALT+N anywhere
enter in the
The Insert data
Charts toabove
tab the right, and then
the ribbon. clickR Insert
Press to bring>up
Recommended
Recommended Charts options.
Charts. will appear. Press Tab to enter the list and use the arrow keys to find an option called Clust
eral recommendations
olumn chart appears showing total number of conference attendees per year. Use the arrow keys to move the chart
2 a trendline.
w you'll add
You'll see several recommendations. Click the second one on the left called
Select the chart you just created, and press ALT+JC to enter the Chart Tools Design tab abov
Clustered Columns. Then click OK.
ss A to Add chart element, then press DOWN ARROW to find the Trendline option. Press RIGHT ARROW to open the Tr
3 A column chart appears showing total number of conference attendees per
year.
e down for more FeelGo
detail: free to move
to A27. it anywhere
Or, to proceed toyou'd like.step, press CTRL+PAGE DOWN.
the next

4 Now you'll add a trendline. Select the chart, and the Chart Tools tab will
appear at the top of the Excel window.

5 On the Chart Tools tab, click Design. Then click Add chart element >
Trendline > Linear. Now you have a trendline that shows the general direction
of the units sold over time.

Dive down for more detail Next step

zontal and vertical axes

Horizontal and vertical axes


chool you might have learned that there is an x-axis and a y-axis. Excel has these two axes as well, but it calls them something different.
xcel this is what they are called:
e x-axis along the bottom is called the horizontal axis.
e y-axisInthat
school
runsyou might
up and haveis learned
down that
called the thereaxis.
vertical is an x-axis and a y-axis. Excel has these two
axes
h axis can as well,
either be abut it calls
value axis them something
or a category axis.different.
value axis represents numerical values. For example, a value axis can represent dollars, hours, duration, temperature, and so on. The verti
In axis
category Excelrepresents
this is what theylike
things aredates,
called:people names, product names. The horizontal axis in the chart on the right starting in cell D30 h
o cell A52 for the next instruction.
• The x-axis along the bottom is called the horizontal axis.
• The y-axis that runs up and down is called the vertical axis. Vertical axis
(Value axis)
Each axis can either be a value axis or a category axis.
• A value axis represents numerical values. For example, a value axis can represent dollars,
hours, duration, temperature, and so on. The vertical axis on the right is a value axis.
• A category axis represents things like dates, people names, product names. The
horizontal axis on the right has years so this is a category axis.
• A value axis represents numerical values. For example, a value axis can represent dollars,
hours, duration, temperature, and so on. The vertical axis on the right is a value axis.
• A category axis represents things like dates, people names, product names. The
horizontal axis on the right has years so this is a category axis.

Secondary axis
can also use a secondary axis in a chart. A secondary axis is an additional value axis that can show different values than the other value ax
opular example is in the chart on the right starting in cell D52. It's the same as the chart above, but it has an additional secondary vertical a
s D67 through F73 contain data with three columns: Date, Conference attendance, and Food sales. Food Sales column contains data that s
You can also use a secondary axis in a chart. A secondary axis is an additional value axis
thatfor
o cell A68 canthe
show
nextdifferent values than the other value axis.
instruction.

A popular example is on the right. It's the same as the chart above, but it has an additional
secondary vertical axis that represents the sales amounts for each month. Some would say
that by having a secondary axis, you almost have “two charts in one.” That’s true. This chart
is both a column chart and a line chart. These kind of charts are called Combo charts in
Excel. If you’re interested in this kind of chart, click the link at the bottom of this sheet.

e information on the web

More information on the web


ate a chart from start to finish
ate a combo chart with a secondary axis
ilable chart types in Office
back to top by pressing
Create CTRL+HOME.
a chart from To proceed
start to the next step, press CTRL+PAGE DOWN.
to finish

Create a combo chart with a secondary axis

Available chart types in Office

Back to top Next step


press Enter.

Year Conference attendance


2016 500
2017 800
2018 1000
2019 900
2020 1000
2021 1200

EXTRA CREDIT
Want a data table directly under the
chart? Click the chart. On the Chart Tools
tab, click Design. Then click Add Chart
Element > Data Table > With Legend
Keys.

calls them something different.

Conference attendance
1400
temperature, and so on. The vertical axis in the chart on the right starting in cell D30 is a value axis.
rt on the right starting in cell1200
D30 has years so this is a category axis.
1000
Vertical axis 800
(Value axis)
600
400
200
0
2016 2017 2018 2019 2020 2021
400
200
0
2016 2017 2018 2019 2020 2021

Horizontal axis
(Category axis)

rent values than the other value1400


axis. $35,000
s an additional secondary vertical axis that represents the sales amounts for each month. Some would
1200 say that by having a secondary axis
$30,000
d Sales column contains data that supports the secondary axis for the chart described above.
1000 $25,000
800 $20,000
Secondary
600 $15,000 axis

400 $10,000
200 $5,000
0 $0
2016 2017 2018 2019 2020 2021

Conference attendance Food sales

Date Conference attendance Food sales


2016 500 $5,000
2017 800 $11,200 Data that supports
the secondary axis
2018 1000 $30,000 above
2019 900 $25,000
2020 1000 $5,000
2021 1200 $8,000

EXTRA CREDIT
Try making a combo chart. Select the data
above, and then click Insert > Recommended
Charts. At the top, click the All Charts tab,
and then click Combo at the bottom. On the
right, click the Secondary Axis checkbox for
Food sales.
hat by having a secondary axis, you almost have “two charts in one.” That’s true. This chart is both a column chart and a line chart. These k

Secondary
axis

Data that supports


the secondary axis
above
hart and a line chart. These kind of charts are called Combo charts in Excel. If you’re interested in this kind of chart, select the hyperlink in c
hart, select the hyperlink in cell A70.
Summarize data with PivotTables
Summarize data with PivotTables
Cells C3 through F9 contain data with four columns: Date, Salesperson, Product, and Amount.
Look through the Date, Salesperson, Product and Amount columns. Can you quickly identify which product is the most pro
1 the PivotTable, we clicked a few buttons so that the data could be summarized. Now we know which p
When we created
Next you’ll pivot the data so that you can find out which salesperson is the leading seller. Press CTRL+G, type E12, then
Press SHIFT+F6 until you enter the PivotTable Fields pane. If the pane isn't open, press ALT+JT, then L to launch the
2 until you access the categories list: Date, Salesperson, Product and Amount. Use your arrows to find t
Now, press TAB
Dive down for more detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.

5
Press Tab to
enter the list
of categories.
Press DOWN
ARROW
Now press to find
Product
DOWN Dive down for more detail
checkbox.
ARROW to find
Press
Amount Spacebar
to select
checkbox.
Product.
When you do
When
that, the you do
that,
Amount thefield
Product field
will get added
gets added
to the Values to
Create
the Rows
area at thea PivotTable
area

Create a PivotTable
at
Nowtheyou’ll
bottom bottom create the PivotTable yourself so that you know how to make one when you need to summarize data.
of the
of the And,
pane. pane.at
Cells
And, C34 through F40 contain data with four columns: Date, Salesperson, Product, and Amount.
the
the same time
Select
product a cell
the amounts datainside the table. For example go to cell E38, then press ALT+JT to enter the Design menu above the ribbon. Press V
appears
A Create
are totaled as Now
for you’ll
PivotTable createappears.
dialogue the PivotTable
Focus isyourself
on Selectso that you
a table knowLeave
or range. how this
to make
radio one when
button option selected press Tab to
Row labels in
each
The
the new
product
PivotTableyou need
Fields to summarize
pane appears data.
on the right. Press SHIFT+F6 until you come to the Search text box: Type words to search
in the
PivotTable.
PivotTable.
1
Congratulations, you made a PivotTable. But there is a lot more you can do. So go to cell A60 if you want to learn more
Go to cell A58 for the next instruction.
2

4
4

More information on the web

More information on the web


Create a PivotTable to analyze worksheet data
Use the Field List to arrange fields in a PivotTable
Go back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.

Back to top
Summarize data with PivotTables
mmarize data with PivotTables
s C3 through F9 contain data with four columns: Date, Salesperson, Product, and Amount.
k through the Date, Salesperson, Product and Amount columns. Can you quickly identify which product is the most pro
1 the
en we created Look at the Date,
PivotTable, Salesperson,
we clicked Productsoand
a few buttons thatAmount
the data columns. Can you
could be summarized. Now we know which p
quickly identify which product is the most profitable? Or which salesperson
t you’ll pivot the data so that you can find out which salesperson is the leading seller. Press CTRL+G, type E12, then
ss SHIFT+F6 until is the
you leading
enter theseller? That’sFields
PivotTable where theIfPivotTable
pane. below
the pane isn't can
open, help.
press ALT+JT, then L to launch the
2 until
w, press TAB When we created
you access the PivotTable,
the categories list: Date,weSalesperson,
clicked a few buttons
Product andso that the
Amount. data
Use your arrows to find t
e down for more could be summarized. Now we know which product is the most profitable.
detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.

3 Now you’ll pivot the data so that you can find out which salesperson is the
leading seller. Right-click any cell inside the PivotTable, and then click
Show Field List.

4 The PivotTable Fields pane appears. At the bottom of the pane, under
Rows, click Product and then click Remove Field.

5 At the top of the pane, click the checkbox for Salesperson. Now you can
see who’s the leading salesperson.

Dive down for more detail Next step

ate a PivotTable

Create a PivotTable
w you’ll create the PivotTable yourself so that you know how to make one when you need to summarize data.
s C34 through F40 contain data with four columns: Date, Salesperson, Product, and Amount.
ct a cell inside the table. For example go to cell E38, then press ALT+JT to enter the Design menu above the ribbon. Press V to insert a Pivo
Now you’ll
eate PivotTable createappears.
dialogue the PivotTable
Focus isyourself
on Selectso that you
a table knowLeave
or range. how this
to make
radio one when
button option selected press Tab to choose where y
you Fields
PivotTable need to summarize
pane data.
appears on the right. Press SHIFT+F6 until you come to the Search text box: Type words to search for edit.

1 Click a cell inside the data on the right, and then on the Insert menu, click
gratulations, youPivotTable.
made a PivotTable. But there is a lot more you can do. So go to cell A60 if you want to learn more
o cell A58 for the next instruction.
2 In the dialog that appears, click Existing Worksheet, and then type C42 in
the Location box. Click OK.

3 The PivotTable Fields pane appears on the right.

4 At the top of the pane, click the checkbox for Product.

When you do that, the Product field gets added to the Rows area at the
bottom of the pane. And, the product data appears as Row labels in the
new PivotTable.
The PivotTable Fields pane appears on the right.

4 At the top of the pane, click the checkbox for Product.

When you do that, the Product field gets added to the Rows area at the
bottom of the pane. And, the product data appears as Row labels in the
new PivotTable.

5 At the top of the pane, click the checkbox for Amount.

When you do that, the Amount field will get added to the Values area at
the bottom of the pane. And, at the same time the amounts are totaled for
each product in the PivotTable.

6 Congratulations, you made a PivotTable. But there is a lot more you can do.
So click the link at the bottom of this sheet if you want to learn more.

e information on the web

More information on the web


ate a PivotTable to analyze worksheet data
the Field List to arrange fields in a PivotTable
back to top by pressing CTRL+HOME. To proceed to the next step, press CTRL+PAGE DOWN.
Create a PivotTable to analyze worksheet data

Use the Field List to arrange fields in a PivotTable

Back to top Next step


Date Salesperson Product Amount
9/1/2021 Anne Beer $ 1,400
9/6/2021 Mark Wine $ 1,010
9/23/2021 Anne Beer $ 750
9/27/2021 Mark Soda $ 510
10/17/2021 Mariya Soda $ 1,600
10/28/2021 Laura Wine $ 680

Product Sum - Amount


PivotTable Beer $ 2,150
Soda $ 2,110
Wine $ 1,690
Total Result $ 5,950

the ribbon. Press V to insert a PivotTable.


ected press Tab to choose where you want the PivotTable report to be placed. The default option is selected: New Worksheet. Press DOW
e words to search for edit.

Date Salesperson Product Amount


9/1/2021 Anne Beer $ 1,400
9/6/2021 Mark Wine $ 1,010
9/23/2021 Anne Beer $ 750
9/27/2021 Mark Soda $ 510
10/17/2021 Mariya Soda $ 1,600
10/28/2021 Laura Wine $ 680
ew Worksheet. Press DOWN ARROW to select Existing Worksheet. Press Tab to enter the Location text box and type C42, then press Enter
d type C42, then press Enter.
More questions about Excel?
Press ALT+Q and type what you want to know.
Keep going. There is more to learn with Excel:
LinkedIn Learning: Video courses for all levels—from beginner to advanced. Take at your own pace.
Community: Ask questions and connect with other Excel fans.
What else is new?Office 365 subscribers get continual updates and new features.
More questions about Excel?

More questions about Excel?


Press ALT+Q and type what you want to know.
Keep going. There is more to learn with Excel:
LinkedIn Learning: Video courses for all levels—from beginner to advanced. Take at your own pace.
Community: Ask questions and connect with other Excel fans.

Click the Help button to find out more about Excel.

Keep going. There is more to learn with Excel:

LinkedIn Learning Community


Video courses for all levels Ask questions and
—from beginner to connect with other
advanced. Take at your Excel fans.
own pace.
Learn more Learn more
What else is new?
Office 365 subscribers
get continual updates
and new features.

Learn more

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