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Experiments#1 Labmanual BCS358A DATA Analytics WITH

Excel
Data Analytics - Trainity (Visvesvaraya Technological University)

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Course Name: Data Analytics with Excel Course Code: BCS358A

TABLE OF CONTENTS

1. PREFACE..........................................................................................................................................2

2. INTRODUCTION TO EXCEL.........................................................................................................3

3. AGGREGATE FUNCTIONS IN EXCEL.........................................................................................7

4. WORKING WITH DATA...............................................................................................................18

5. PIVOT TABLES AND PIVOT CHARTS......................................................................................24

6. CONDITIONAL FORMATTING-1...............................................................................................33

7. CONDITIONAL FORMATTING-2...............................................................................................40

8. WHAT-IF ANALYSIS....................................................................................................................42

9. CLEANING DATA.........................................................................................................................47

10. WORKING WITH MULTIPLE SHEETS......................................................................................50

11. WORKSHEET CREATION-1 (Employee Data)............................................................................52

12. WORKSHEET CREATION-2 (Inventory Management)...............................................................54

13. WORKSHEET CREATION-3 (Sales Analysis of a Store).............................................................56

14. GENERATION OF REPORTS AND PRESENTATION...............................................................58

15. VIVA QUESTIONS........................................................................................................................61

16. REFERENCES................................................................................................................................63

17. NOTES.............................................................................................................................................64

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PREFACE

Welcome to the "Data Analytics with Excel" Lab Manual, an invaluable resource meticulously crafted to
delve into the multifaceted world of data analytics using Microsoft Excel. This manual is designed to be a
comprehensive guide covering a diverse range of topics, ensuring a holistic understanding of the key
aspects of data analytics.

The journey begins with an introduction to Excel, the foundational tool for data analytics. Understanding
the basics of cells, rows, and columns sets the stage for the subsequent exploration. The manual then
delves into the power of aggregate functions in Excel, unraveling the capabilities of functions like SUM,
COUNT, and AVERAGE.

As we progress, you will immerse yourself in the intricacies of working with data, gaining insights into
data cleaning techniques and the application of conditional formatting to enhance visualizations. The
transformative potential of Pivot Tables and Pivot Charts is explored, offering a dynamic approach to data
summarization and visualization.

A dedicated section on What-If Analysis provides a deep dive into scenario modeling, allowing you to
understand how changes in variables impact outcomes. The importance of cleaning data is underscored,
addressing issues such as duplicates and missing values, ensuring that data is reliable and accurate.

Working with multiple sheets is a crucial skill in Excel, and this manual provides guidance on navigation,
linking, grouping, and protecting sheets. The generation of reports and effective data presentation is
emphasized, showcasing Excel's capabilities in conveying insights.

The latter part of the manual introduces practical worksheet creation exercises, offering hands-on
experience in scenarios like Employee Data Management, Inventory Management, and Sales Analysis. To
consolidate your learning, a section of Viva Questions is included to reinforce theoretical knowledge.

This lab manual is designed to cater to diverse learning needs. Each topic is carefully structured to
provide a seamless learning experience, ensuring that you emerge with a robust skill set in data analytics
with Excel.

Happy Larning!

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EXPERIMENT NO – 1 DATE D D MM Y Y Y Y M Y

INTRODUCTION TO EXCEL

OBJECTIVES
To use Microsoft EXCEL to:
 Create spread sheet(s)
 Insertion of rows and columns
 Enter a given set of data into an EXCEL spreadsheet
 Drag and Fill
 Cell Formatting
EQUIPMENT
1. Computer or Laptop
2. Microsoft EXCEL

PROCEDURE:
1. Open an Excel Worksheet (using the search bar located next to windows button in windows10).
2. In the first row, label column A as “Student Name”, column B as “Height”, and column C as
“Weight”
3. Enter the raw data into the cells (refer Figure.1)

Figure. 1: Basic primary data

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4. Save the spread sheet by pressing the save button on top left corner or by shortcut Ctrl+S or by File
tab > Save.
5. Save As the Document by File tab > Save As > Choose the location where you want to save > Enter
the Name of the sheet as EXERCISE#1.

Inserting Rows

6. Click on the row number above which you want to insert a new row. The selected row will be the one
below which the new row will be inserted.
7. Right-click the selected row number and choose "Insert" from the context menu.
8. Alternatively, you can use the "Insert" option from the Excel ribbon: Select any row where you want
to add an extra row > Go to the "Home" tab on the Excel ribbon > In the "Cells" group, click on the
"Insert" drop-down button > Select "Insert Sheet Rows."
9. Shortcut: Select the row and use the "Ctrl + +"
10. Insert a new student data (refer the Figure. 2)

Inserting Columns

11. Click on the column letter to the left of which you want to insert a new column. The selected column
will be the one to the right of the new column
12. Right-click the selected column letter and choose "Insert" from the context menu.
13. Alternatively, you can also use the "Insert" option from the Excel ribbon: Select the column where
you want to add extra column > Go to the "Home" tab on the Excel ribbon > In the "Cells" group,
click on the "Insert" drop-down button > Select "Insert Sheet Columns."
14. Shortcut: Select the column and use "Ctrl + +"
15. Insert a new category of data "AGE" (refer the Figure. 3)

Figuere.2: Insertion of row Figure.3: Insertion of column

Drag & Fill

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16. Add one new columns "S.No by Insert column option

17. In column "S.No", enter the first value in the cell as “1”. Move the mouse pointer to the small square
in the bottom-right corner of the selected cell (the fill handle). The cursor will change to a small black
cross when you hover over it. (refer Figurte.4)
18. Click and hold the left mouse button and drag your cursor to the desired number of cells to fill. Excel
will automatically continue the series or pattern based on the initial value entered. (refer Figurte.5)
19. Excel's drag-and-fill feature also provides additional options when filling cells, they are:
 Copy Cells: To copy the data without altering the series.
 Fill Series: To continue the series based on the initial value.
 Fill Formatting Only: To copy the formatting without changing the content

Figuere.4: Fill & drag option Figure.5: Fill & drag option

20. Add a new column "NATIONALITY" by Insert column option

21. In column "NATIONALITY ", enter the first value in the cell as “INDIA”. Move the mouse pointer to
the small square in the bottom-right corner of the selected cell (the fill handle) and dragthe mouse
pointer till the end of column. (refer Figurte.6 & 7)
22. Shortcut: Select the column and use "Ctrl +double click(left)"

Figuere.6: Fill & drag option Figure.7: Fill & drag option

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Formatting of Cell

23. Formatting cells in Excel allows you to control the appearance of the data, making it more readable
and visually appealing.
24. Select the cells under column "WEIGHT" > right click > Format Cells > Under ‘Number’ Tab select
‘Number’ > Select Decimal Places as ‘2’ > Ok
25. Alternatively, Select the cells under column "WEIGHT" > go to Number group in the ribbon > select
‘Increase decimal’ option.

Figuere.8: Format Cells Figure.9: Format Cells

SUMMARY:
Upon finishing this exercise, you will acquire the skills to proficiently generate spreadsheets, seamlessly
insert rows and columns, perform data entry with precision, expertly format cells, and skillfully utilize the
drag-and-fill functionality in Excel.

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EXPERIMENT NO – 2 DATE D D MM Y Y Y Y M Y

AGGREGATE FUNCTIONS IN EXCEL

OBJECTIVES
To use Microsoft EXCEL aggregate functions:
 COUNT, COUNTA, MAX, MIN, LARGE, and SMALL
 SUM, AVERAGE
 COUNTIF, SUMIF, AVERAGEIF
EQUIPMENT
1. Computer or Laptop
2. Microsoft EXCEL

PROCEDURE:
Excel offers several aggregate functions that allow you to perform calculations on sets of data,
summarizing and analyzing it effectively. These functions are useful for tasks such as finding sums,
averages, maximum or minimum values, and more

COUNT: The COUNT function in Excel is used to count the number of cells in a given range that
contain numbers or values. It's a simple yet essential function for data analysis and reporting.

Syntax: =COUNT(range)

*range: The range of cells you want to count. This can be a single cell, a range of cells, or even an entire
column or row.

Note: The COUNT function counts only numeric values. If a cell contains text or is empty, it won't be
included in the count.

Q. Count the total number of students in the dataset given using column ‘D’

1. Select an empty cell where you want the result to appear.

2. Enter the COUNT function and specify the range you want to count. In this case, it's the range
D2:D12.

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COUNTA: The COUNTA function in Excel is used to count the number of non-empty cells within a
given range. It counts cells that contain any type of data, including text, numbers, logical values (TRUE
or FALSE), errors, and even empty cells.

Syntax: =COUNTA(range)

*range: The range of cells you want to count. This can be a single cell, a range of cells, or even an entire
column or row.

Q. Count the total number of students in the dataset given using column ‘B’

1. Select an empty cell where you want the result to appear.

2. Enter the COUNTA function and specify the range you want to count. In this case, it's the range
B2:B12.

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SUM: The SUM function adds up all the numbers in a specified range and returns the sum as the result.

Syntax: =SUM(range)

*range: This is the range of cells you want to add together. It can include a single cell, a range of cells, or
multiple cell references separated by commas.

Q. Find the sum of cells in the column ‘D’

1. Select an empty cell where you want the result to appear.

2. Enter the SUM function and specify the range you want to add. In this case, it's the range D2:D12.

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Note:

1. The SUM function can handle both positive and negative numbers.
2. It can be used with a wide range of references, including single cells, entire rows, entire columns,
and more. For example, you can use =SUM(D1, D2, D3) or =SUM(D:D) to sum all values in
column D.
3. You can also use the SUM function to perform more complex calculations, such as adding the
results of other formulas. For instance, =SUM(D2:D12) + 100 will give you the sum of the values
in D2 to D12, plus 100.

AVERAGE: The AVERAGE function is used to calculate the arithmetic mean or average of a set of
numbers.

Syntax: =AVERAGE(range)

* range: This is the range of cells you want to find the average for. It can include a single cell, a range of
cells, or multiple cell references separated by commas.

Q. Find the average height of students

1. Select an empty cell where you want the result to appear.

2. Enter the AVERAGE function and specify the range you want to average. In this case, it's the
range E2:E12

Note:

1. The AVERAGE function can handle both positive and negative numbers.
2. You can use the AVERAGE function with various types of references, including single cells,
entire rows, entire columns, and more. For example, you can use =AVERAGE(E1, E2, E3) or
=AVERAGE(E:E) to find the average of all values in column E.

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3. You can also use the AVERAGE function with more complex calculations, such as finding the
average of values derived from other formulas.

MAX: The MAX function in Excel is used to find the highest or maximum value in a range of numbers.

Syntax: =MAX(range)

*range: This is the range of cells you want to find the maximum value for. It can include a single cell, a
range of cells, or multiple cell references separated by commas.

Q. Find the maximum weight of students

1. Select an empty cell where you want the result to appear.

2. Enter the MAX function and specify the range you want to find the maximum value within. In this
case, it's the range F2:F12.

Note:

1. The MAX function can handle both positive and negative numbers.
2. You can use the MAX function with various types of references, including single cells, entire
rows, entire columns, and more. For example, you can use =MAX(F1, F2, F3) or =MAX(F:F) to
find the maximum value of all numbers in column F.

MIN: The MIN function in Excel is used to find the lowest or minimum value in a range of numbers. It's
a straightforward function that helps you quickly identify the smallest value within your data.

Syntax: =MIN(range)

* range: This is the range of cells you want to find the minimum value for. It can include a single cell, a
range of cells, or multiple cell references separated by commas

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Q. Find the minimum weight of students

1. Select an empty cell where you want the result to appear.

2. Enter the MIN function and specify the range you want to find the minimum value within. In this
case, it's the range F2:F12.

Note:

1. The MIN function can handle both positive and negative numbers.
2. You can use the MIN function with various types of references, including single cells, entire rows,
entire columns, and more. For example, you can use =MIN(F1, F2, F3) or =MIN(F:F) to find the
minimum value of all numbers in column F.

LARGE: The LARGE function in Excel is used to find the "k th" largest value in a range of numbers. It
allows you to locate values in a dataset based on their position from the largest to the smallest

Syntax: =LARGE(range, k)

*range: This is the range of cells or numbers from which you want to find the "k th" largest value. It can
include a single cell, a range of cells, or multiple cell references separated by commas.

**k: This is a number that specifies the position of the value you want to find, starting from the largest.
For example, if k is 1, you'll find the largest value; if k is 3, you'll find the third-largest value, and so on

Q. Find the third largest weight of students

1. Select an empty cell where you want the result to appear.

2. Enter the LARGE function and specify the range (F2:F12) and the value of k, which is 3 in this
case

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Note:

1. The LARGE function is often used in situations where you need to find values beyond the
maximum (or minimum). For example, you might want to find the third-highest sales figure or the
fourth-highest salary in a dataset.
2. You can use the LARGE function with various types of references, including single cells, entire
rows, entire columns, and more. For example, you can use =LARGE(F1, F2, F3, 3) or
=LARGE(F:F, 3) to find the fourth-largest value in column F.

SMALL: The SMALL function in Excel is used to find the "kth" smallest value in a range of numbers. It
allows you to locate values in a dataset based on their position from the smallest to the largest.

Syntax: =SMALL(range, k)

*range: This is the range of cells or numbers from which you want to find the "kth" smallest value. It can
include a single cell, a range of cells, or multiple cell references separated by commas.

**k: This is a number that specifies the position of the value you want to find, starting from the smallest.
For example, if k is 1, you'll find the smallest value; if k is 3, you'll find the third-smallest value, and so
on.

Q. Find the third smallest weight of students

1. Select an empty cell where you want the result to appear.

2. Enter the SMALL function and specify the range (F2:F12) and the value of k, which is 3 in this
case.

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Note:

1. The SMALL function is often used in situations where you need to find values beyond the
minimum (or maximum). For example, you might want to find the third-lowest price or the fifth-
lowest sales figure in a dataset.
2. You can use the SMALL function with various types of references, including single cells, entire
rows, entire columns, and more. For example, you can use =SMALL(F1, F2, F3, 3) or
=SMALL(F:F, 3) to find the fifth-smallest value in column F.

COUNTIF: It is used to count the number of cells in a range that meet specific criteria or conditions.

Syntax: =COUNTIF(range, criteria)

*range: This is the range of cells that you want to count values from. It can include a single cell, a range
of cells, or multiple cell references separated by commas.

**criteria: This is the condition or criteria that you want to apply to the range for counting. It can be a
specific value, text, expression, or even a cell reference.

Q. Find the number of students whose height is greater than 167

1. Select an empty cell where you want the result to appear.

2. Enter the COUNTIF function and specify the range (E2:E12) and the criteria, which is ">67" in
this case. You need to enclose the criteria in double quotes.

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Note:

1. The COUNTIF function is case-insensitive. It counts cells that match the criteria regardless of the
letter case. If you need a case-sensitive count, you can use the COUNTIFS function.
2. The criteria can be specified in various ways, such as specific values, text, expressions, or even
cell references.

SUMIF: s used to sum values in a range that meet a specific condition or criteria. It allows you to add up
numbers in a specified range only if they satisfy the condition you specify.

Syntax: =SUMIF(range, criteria, [sum_range])

*range: This is the range of cells that you want to evaluate against the criteria. It can include a single cell,
a range of cells, or multiple cell references separated by commas.

**criteria: This is the condition that you want to apply to the range. It can be a specific value, text,
expression, or even a cell reference.

***[sum_range] (optional): This is the range of cells from which you want to sum values. If omitted,
Excel will sum the values in the range that meets the criteria specified in the first argument.

Q. Find the sum of student weights whose age is 18.

1. Select an empty cell where you want the result to appear.

2. Enter the SUMIF function and specify the range (D2:D12), the criteria, which is "18" in this case,
and the sum_range (F2:F12) where you want to sum the values.

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Note:

The SUMIF function is flexible and can be used to sum numbers based on various criteria, including
specific values, text, expressions, or even cell references.

AVERAGEIF: is used to calculate the average of values in a range that meet specific criteria or
conditions. It allows you to find the average of a set of numbers only if they satisfy the condition you
specify.

Syntax: =AVERAGEIF(range, criteria, [average_range])

*range: This is the range of cells that you want to evaluate against the criteria. It can include a single cell,
a range of cells, or multiple cell references separated by commas.

**criteria: This is the condition that you want to apply to the range. It can be a specific value, text,
expression, or even a cell reference.

***[average_range] (optional): This is the range of cells from which you want to calculate the average. If
omitted, Excel will calculate the average of the values in the range that meet the criteria specified in the
first argument.

Q. Find the average weight of student whose age is 19

1. Select an empty cell where you want the result to appear.

2. Enter the AVERAGEIF function and specify the range (C2:C12), the criteria, which is "=19" in
this case, and the average_range (F2:F12) from which you want to calculate the average

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Note:

The AVERAGEIF function is versatile and can be used with various criteria, including specific values,
text, expressions, or even cell references.

SUMIFS, AVERAGEIFS, COUNTIFS: These functions extend the capabilities of SUMIF,

AVERAGEIF, and COUNTIF by allowing you to apply multiple criteria. For example, you can sum
values based on two or more conditions.

SUMMARY:
Upon successfully finishing this exercise, you will be proficient in effectively using various Excel
aggregate functions.

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EXPERIMENT NO – 3 DATE D D MM Y Y Y Y M Y

WORKING WITH DATA

OBJECTIVES
To use Microsoft EXCEL to:
 Import the data of different file formats
 Enter the data and manipulate the data
 Sorting and Filtering of data
EQUIPMENT
1. Computer or Laptop
2. Microsoft EXCEL

PROCEDURE:
There are several ways to import data into the Excel and they are as follows.

a. Importing from file (different Excel workbook, from text/.csv file, from xml file etc.)
b. Importing from database (from SQL server database, from MYSQL database, from oracle
database, from IBM Db2 database, from SAP HANA database etc.)
c. Importing from web
d. Importing from Azure
3.1 Importing data from Excel workbook

Method-1: Copy and Paste

1. For importing data from one Excel workbook into another, open the Excel workbook from which
you want to copy data (the source workbook) and the Excel workbook where you want to paste
the data (the destination workbook).
2. In the source workbook, navigate to the worksheet containing the data you want to copy. Select
the range of cells you want to copy. You can do this by clicking and dragging the mouse over the
cells or using keyboard shortcuts like Ctrl+A to select the entire worksheet or Ctrl+Shift+Arrow
keys to select specific ranges.
3. Right-click on the selected cells and choose "Copy" from the context menu, or use the keyboard
shortcut Ctrl+C to copy the data.
4. In the destination workbook, go to the worksheet and cell where you want to paste the data. Click
on the cell to select it. Right-click in the destination cell and choose "Paste" from the context
menu, or use the keyboard shortcut Ctrl+V to paste the data.

Method-2: Using Excel's Data Import Features (from .csv file)

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1. Open Destination Excel workbook > ‘Data’ tab (from excel ribbon) > Get Data > From File >
From Text/CSV file > Select the respective .csv file to import > Load.

2. The data can be imported by other file formats using the similar procedure as like .csv file.

3.2 Data Entry:

 In Excel, data can be entered by manually by typing, copy and pasting from source file to
destination file, auto filling and importing from different sources.

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3.3 Data Manipulation:

 Manipulation of data is the process of manipulating or changing information to make it more

organized and readable.
 Data manipulation refers to the process of modifying, transforming, or processing raw data to
derive useful insights, generate reports, or prepare it for further analysis.
 Data manipulation often involves tasks such as cleaning, organizing, and summarizing data to
make it more meaningful and actionable
 The data manipulation includes addition, deletion, merging, sorting, filtering, aggregations,
cleaning, transforming, mapping etc.

3.4 Data Sorting: Data sorting in Excel allows you to arrange the rows of a worksheet in a specific order
based on the values in one or more columns. Sorting is a useful feature for organizing data in ascending
or descending order, making it easier to analyze and interpret

Data sorting a single column

1. Click on a cell in the column you want to sort (this selects the entire column) or select group of
cells which needs to sort in either ascending or descending order.
2. To sort the column in ascending order, click the "Sort A to Z" or "Smallest to Largest" button in
the "Data" tab on the Excel ribbon.
3. To sort the column in descending order, click the "Sort Z to A" or "Largest to Smallest" button on
the Excel ribbon.

Q. Sort (ascending) the PUC or Diploma Marks

1. Click on a cell under the column which you want to sort (this will select the entire dataset)
2. From Excel ribbon > ‘Data’ tab > from ‘Sort & Filter’ group > select ‘Sort A to Z’ icon

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Data Sorting Multiple Columns

3. Click on a cell within the data range that you want to sort (this will select the entire dataset)
4. From Excel ribbon > ‘Data’ tab > from ‘Sort & Filter’ group > select ‘sort’ icon
5. Select the columns which needs to be sorted by ‘Add Level’ and select the appropriate ‘Sort On’
and ‘Order’.

Q. Sort (ascending) the given data set by the DOB, SSLC Marks and PUC or Diploma Marks

Select any cell from the spread sheet > Data’ tab > from ‘Sort & Filter’ group > select ‘sort’ icon > Select
DOB > ‘Add Level’ > Select ‘SSLC Marks’ (from drop down list) > ‘Add Level’ > Select ‘PUC or
Diploma Marks’ (from drop down list) > Ok

Note: The ‘Sort On’ and ‘Order’ options can be selected accordingly as per the requirement.

3.5 Data Filtering:

Data filtering in Excel allows you to display a subset of data from a larger dataset based on specific
criteria or conditions. Filtering makes it easier to focus on relevant information and perform targeted
analysis.

1. Click on a cell within the data range that you want to sort (this will select the entire dataset)
2. From Excel ribbon > ‘Data’ tab > from ‘Sort & Filter’ group > select ‘Filter’ icon > Click on the
down arrow symbol on the column label or head > Select which fields needs to be filtered.

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Q. Filter the ‘GEN’ category data from the given dataset.

Select any cell from the spread sheet > Data’ tab > from ‘Sort & Filter’ group > select ‘Filter’ icon >
Click on the down arrow symbol on the column label or head > Select ‘GEN’ and unselect other all fields
> Ok

SUMMARY:
Upon completing this exercise, you will have the ability to import data from various file formats and
enhance the data for more effective analysis.

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Course Name: Data Analytics with Excel Course Code: BCS358A

EXPERIMENT NO – 4 DATE D D MM Y Y Y Y M Y

PIVOT TABLES AND PIVOT CHARTS

OBJECTIVES
To use Microsoft EXCEL to:
 Design and create pivot tables
 Manipulating (Filtering and Sorting values) data in a pivot table
 Updating and Refreshing pivot table
 Presenting a breakdown of a value in a pivot table
 Grouping data in pivot table
 Creating pivot charts
EQUIPMENT
1. Computer or Laptop
2. Microsoft EXCEL

INTRODUCTION
What is Pivot Table
 A pivot table in Excel is a powerful way to summarize, analyze, and visualize your data. It allows
you to quickly and easily transform a large dataset into a more understandable format.
 The “pivot” part of a pivot table stems from the fact that you can rotate (or pivot) the data in the
table to view it from a different perspective.
Normal Table Vs Pivot Table

S.No Aspect Normal Table Pivot Table

1 Purpose Used for data storage and Used for data analysis and
entry. summarization.
2 Data Integrity Maintains the integrity of Aggregates and summarizes
raw data. data.
3 Data Structure Tabular structure with Multidimensional structure
rows and columns. for analysis.
4 Dynamic Static; no automatic Automatically updates with
updates. changes in source data.
5 Customization Data structure remains Easily rearrange data fields
constant. for different analyses.
6 Data Changes Manual updates required. Updates automatically with
source data changes.
7 Data Slicers & Filters Manual sorting and Utilizes slicers and filters for

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filtering using Excel interactive analysis.

functions.
8 Data Entry & Validation Used for data entry, data Not used for data entry;
validation can be applied. primarily for analysis.
9 Grouping & Sorting Sorting can be applied but Supports grouping and
not as robust as pivot sorting options.
tables.
10 Complex Analysis Limited to basic sorting Enables complex data
and filtering capabilities. analysis and aggregation.
11 Data Charts Charts must be created Can be combined with pivot
separately. charts for visual data
representation.
12 Ease of Use Requires manual use of User-friendly, intuitive
Excel functions. interface.
13 Applications Used for data entry, data Ideal for summarizing and
storage, and maintaining analyzing data from raw
data integrity. tables.

PROCEDURE:
1. Before creating a pivot table, make sure your data is well-organized in an Excel worksheet and check
these points
 Your data should be in tabular form with rows and columns
 There should be no blank rows or columns within your dataset
 Ensure your data has column headers to describe the content of each column.
 Eliminate any duplicates or inconsistencies
2. Selection of Data: Click anywhere within the range of your data to select it (Excel will use this
selection to create the pivot table) > Go to the "Insert" tab on the Excel ribbon > Click on
"PivotTable." (This will open the Create PivotTable dialog box. (Refer Figure. 4.1)
3. In the Create PivotTable dialog box, make sure the "Select a table or range" option is selected.
Ensure that your data range is correctly shown in the "Table/Range" field. If not, you can manually
adjust it.
4. Choose Where to Place the Pivot Table: In the Create PivotTable dialog box, select “New
Worksheet” to create the Pivot Table in a new worksheet > Click ‘Ok’. (Note: Option “Existing
Worksheet”, will create the pivot table in the existing worksheet itself). (Refer Figure. 4.1)
5. Designing of Pivot Table: Now the PivotTable Fields pane will appear on the right, the pivot table
consists all the column headers and the four areas: Filters, Columns, Rows and Values.
 Rows – Here you will choose the field/s which we would like to base our Pivot Table rows
upon.
 Columns – Here you will choose the field/s which we would like to base our Pivot Table
columns upon.

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 Values – Here you will choose the field you want Excel to calculate and our desired
calculation. (under values area only numbers fields or data only be used)
 Filters – Here you will choose the field/s by which we would like to filter our data in the Pivot
Table.

Figure. 4.1: Pivot Table creation

6. Now drag ‘STATE’ under rows area > drag ‘ENGINEERING BRANCH’ under columns area > drag
‘SSLC MARKS’ under values are
7. Now to find the average of SSLC MARKS under columns row > right click on ‘Sum of SSLC
MARKS’ > Select ‘Value Field Settings’ > Select ‘Average’ > Click on ‘Number Format’ (to change
the format of the number display) > Under category select ‘Number’ and type decimal places as ‘2’ >
Click ‘Ok’
8. Now the pivot table displays the average SSLC marks of students, department wise with respect to
the different states with two decimal places.
9. Double click on any cell > to check the detailed data of any cell of pivot table in a separate sheet
10. If you want to modify the pivot table > drag back the field heads and select the required fields
11. Select any cell inside the pivot table > go to ‘design tab’ > Report Layout > Show it in Out Line
Form
12. To show or to don’t show the grand total of all the columns or rows go to ‘design tab’ > ‘Grand
Totals’ > select the required option.

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13. To change the color of pivot table > go to ‘design tab’ > ‘pivot table styles’ > select any style which
you want

Figure. 4.3: Adding of Pivot Table Fields

Figure. 4.4: Adding of Pivot Table Fields

What is Pivot Chart

 A pivot chart is a graphical representation of the data in a pivot table.

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 Pivot charts are used to display summarized data from a pivot table in a graphical format, making
it easier to spot trends, patterns, and insights in your data
 Pivot charts are very flexible compared to normal charts

PROCEDURE:
1. Click anywhere within the range of your data to select it (Excel will use this selection to create the
pivot table) > Go to the "Insert" tab on the Excel ribbon > Go to ‘Charts’ tab > Click on ‘Pivot Chart’
(This will open the Create Pivot Chart dialog box)
2. In the Create PivotChart dialog box, make sure the "Select a table or range" option is selected. Ensure
that your data range is correctly shown in the "Table/Range" field. If not, you can manually adjust it.
3. In the Create PivotChart dialog box, select “New Worksheet” to create the Pivot Chart in a new
worksheet > Click ‘Ok’. (Note: Option “Existing Worksheet”, will create the pivot chart in the
existing worksheet itself)
4. Now the ‘PivotChart Fields’ pane will appear on the right, the ‘PivotChart’ consists all the column
headers and the four areas: Filters, Legends (Series), Axis (Categories) and Values
5. Now drag ‘STATE’ under Axis area > drag ‘ENGINEERING BRANCH’ under Legend area > drag
‘SSLC MARKS’ under values
6. Now, by default a bar chart will created for the selected data options.
7. Select ‘AP, KA, KL & TN’ from the STATE drop down list from the chart
8. Select ‘CS, EC’ from the ENGINEERING BRANCH drop down list from the chart
9. This gives the data of south Indian states SSLC average marks of students of CS, EC and ME
engineering branches.
10. The styles and types of charts can be changed by going to the ‘Design’ tab
what is slicer in excel pivot charts
 In Excel, a slicer is a visual filtering tool that is primarily used in pivot charts and pivot tables to
allow users to interactively filter and narrow down the data displayed in the chart or table.
 Slicers provide a user-friendly way to filter data, making it easier for users to explore and analyze
information without the need to manually change filter settings.
 Once you create slicers, they are displayed as visual buttons or lists in your Excel worksheet.
Users can click on these slicer elements to filter the data displayed in the pivot chart or table.
 Slicers are interactive. When a user selects one or more slicer elements, the pivot chart or table
updates in real-time to reflect the selected filter criteria. This enables users to focus on specific
data subsets or categories easily.
 Slicers can be multiple in a pivot chart or table, allowing users to apply multiple filters
simultaneously to refine the data view.
 Slicers typically include a "Clear" button that allows users to remove filters and restore the
original view of the data

PROCEDURE:
1. Select a cell in the pivot table or select pivot chart prepared

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2. Go to ‘Insert’ tab from the Excel ribbon > Go to ‘Filters’ group > Click on ‘Slicer’ > ‘Insert Slicers’
window will be popped up > Select which specific data you want to select > Select ‘Religion’ > Click
Ok.
3. Now Slicer Elements will be created with visual buttons
4. Now the chart which will be displaced will be the data of south Indian states with SSLC average
marks of students of CS, EC and ME engineering branches specifically HINDU region students.

Figure. 4.5: Pivot Table Fields

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Figure. 4.6: Pivot Table

Figure. 4.7: Creation of Pivot Chart

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Figure. 4.8: Pivot Chart Fields

Figure. 4.9: Pivot Chart Fields

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Figure. 4.10: Slicers in Pivot Charts

Figure. 4.11: Slicers in Pivot Charts

SUMMARY:
Upon completing this exercise, you will have the ability to create pivot tables, pivot charts and
application of slicers for analyzing the data.

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Course Name: Data Analytics with Excel Course Code: BCS358A

EXPERIMENT NO – 5 DATE D D MM Y Y Y Y M Y

CONDITIONAL FORMATTING-1

OBJECTIVES
To use Microsoft EXCEL to:
 Understand the conditional formatting
 Highlight cells rules (Greater Than, Less Than, Equal To, Between, Duplicate, Unique etc.)
 Use Top/Bottom rules (Top 10, Bottom 10, Above Average, Below Average etc.)
 Data Bars, Color Scales and Icon Sets
 Clear rules
EQUIPMENT
1. Computer or Laptop
2. Microsoft EXCEL

INTRODUCTION
What is Conditional Formatting
 Conditional formatting in Excel is a feature that allows users to automatically format cells or
ranges of cells based on specified conditions or criteria.
 This dynamic formatting feature is incredibly useful for data analysis, visualization, and making
your spreadsheets more informative)

S.No Aspect Normal Formatting Conditional Formatting

1 Definition Static formatting applied Dynamic formatting applied
manually to cells or ranges automatically based on conditions
2 Usage Suitable for consistent visual Valuable for data analysis,
appearance of data. visualization, and trends
3 Purpose Used for general aesthetic Used for highlighting data,
formatting and styling identifying trends, and analysis
4 Location Applies to individual cells or Typically applies to a range of
selected cell ranges cells based on criteria
5 Change Control Requires manual updates when Automatically adjusts as data and
formatting needs change. conditions change.
6 Application Typically applied uniformly to Selective formatting based on
selected cells specified criteria
7 Example Adjusting font size, cell colors, Highlighting cells greater than a
borders, etc. certain value, color scales, etc.

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5.1 HIGHLIGHT CELL RULES PROCEDURE:

Q. Highlight the cells which have SSLC marks greater than 85% in Red, less than 75% in Yellow and
between 75 to 85% in Green.
1. Select the data range (SSLC marks under column ‘H’) > Click on ‘Conditional Formatting’ button
in Style group > Highlight Cell Rules > Greater Than > Enter the value ‘85’ > Ok
2. Select the data range (SSLC marks under column ‘H’) > Click on ‘Conditional Formatting’ button
in Style group > Highlight Cell Rules > Less Than > Enter the value ‘75’ > Click the drop down
button > select Yellow color > Ok
3. Select the data range (SSLC marks under column ‘H’) > Click on ‘Conditional Formatting’ button
in Style group > Highlight Cell Rules > Between > Enter the values ‘75’ & ‘85’ > Click the drop
down button > select Green color > Ok
4. Go to ‘Home’ tab in Excel ribbon > Click on ‘Conditional Formatting’ button in Style group >
Clear Rules > Clear Rules from Entire Sheet.

Figure. 5.1: Conditional Formatting-Cell Rules

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Figure. 5.2: Conditional Formatting-Clear Rules

Q. Highlight the cells whose DOB is equal to 2016.

 Select the data range (SSLC marks under column ‘B’) > Click on ‘Conditional Formatting’ button
in Style group > Highlight Cell Rules > Equal To > Enter the value ‘2016’ > Ok
Q. Highlight the cells whose educational qualification is “DIPLOMA”.
 Select the data range (SSLC marks under column ‘G’) > Click on ‘Conditional Formatting’ button
in Style group > Highlight Cell Rules > Text That Contains > Enter ‘DIPLOMA’ > Ok
Q. Highlight the duplicate cells in the column “STATE”.
 Select the data range (SSLC marks under column ‘D’) > Click on ‘Conditional Formatting’ button
in Style group > Highlight Cell Rules > Duplicate Values > Select ‘Duplicate’ > Select Color
from the drop-down menu > Ok
Q. Highlight the unique cells in the column “STATE”.
 Go to ‘Home’ tab in Excel ribbon > Click on ‘Conditional Formatting’ button in Style group >
Clear Rules > Clear Rules from Entire Sheet
 Select the data range (SSLC marks under column ‘D’) > Click on ‘Conditional Formatting’ button
in Style group > Highlight Cell Rules > Duplicate Values > Select ‘Unique’ > Select Color from
the drop-down menu > Ok

5.2 TOP/BOTTOM RULES PROCEDURE:

Q. Highlight the Top 5 values of PUC/DIPLOMA marks.
 Select the data range (SSLC marks under column ‘I’) > Click on ‘Conditional Formatting’ button
in Style group > Top/Bottom Rules > Top 10 Items > Enter the value ‘5’ > Select Color from the
drop-down menu > Ok

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Q. Highlight the Bottom 5 values of PUC/DIPLOMA marks.

 Select the data range (SSLC marks under column ‘I’) > Click on ‘Conditional Formatting’ button
in Style group > Top/Bottom Rules > Bottom 10 Items > Enter the value ‘5’ > Select Color from
the drop-down menu > Ok
Q. Highlight the Top 20% values of PUC/DIPLOMA marks.
 Select the data range (SSLC marks under column ‘I’) > Click on ‘Conditional Formatting’ button
in Style group > Top/Bottom Rules > Top 10% > Enter the value ‘20’ > Select Color from the
drop-down menu > Ok
Q. Highlight the cells which are above the average value of the selected data range (PUC/DIPLOMA
marks).
 Go to ‘Home’ tab in Excel ribbon > Click on ‘Conditional Formatting’ button in Style group >
Clear Rules > Clear Rules from Entire Sheet
 Select the data range (SSLC marks under column ‘I’) > Click on ‘Conditional Formatting’ button
in Style group > Top/Bottom Rules > Above Average > Select Color from the drop-down menu >
Ok
Q. Highlight the cells which are below the average value of the selected data range (PUC/DIPLOMA
marks).
 Go to ‘Home’ tab in Excel ribbon > Click on ‘Conditional Formatting’ button in Style group >
Clear Rules > Clear Rules from Entire Sheet
 Select the data range (PUC/Diploma marks under column ‘I’) > Click on ‘Conditional Formatting’
button in Style group > Top/Bottom Rules > Below Average > Select Color from the drop-down
menu > Ok

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Figure. 5.3: Conditional Formatting-Top/Bottom Rules

5.3 DATA BARS PROCEDURE:

 Data bars in Excel are a type of conditional formatting that allows users to visually represent data
in a range of cells using horizontal bars.
 The length of each bar corresponds to the value in the cell, providing a quick and intuitive way to
compare data within the selected range
 Data bars are particularly useful for visualizing data trends and making quick comparisons within
a dataset. They are commonly used in dashboards, reports, and data analysis to highlight patterns,
identify outliers, and emphasize the relative significance of data points.
Q. Represent the selected data range (PUC/Diploma marks) using Data Bars
 Go to ‘Home’ tab in Excel ribbon > Click on ‘Conditional Formatting’ button in Style group >
Clear Rules > Clear Rules from Entire Sheet
 Select the data range (PUC/Diploma marks under column ‘I’) > Click on ‘Conditional Formatting’
button in Style group > Data Bars > Select any color pattern from the Gradient Fill or Solid Fill

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Figure. 5.4: Data Bars Figure. 5.5: Color Scales

5.4 COLOR SCALES PROCEDURE:

 Color scales in Excel are a form of conditional formatting that allows users to visually represent
data using a range of colors.
 Color scales are useful for quickly identifying high and low values within a dataset, making it
easier to spot trends and patterns. Color scales are particularly useful for heatmaps, data analysis,
and reporting.
 Color scales can also be used in combination with other conditional formatting options, such as
data bars and icon sets, to create comprehensive data visualizations that highlight important
information in the spreadsheets
Q. Represent the selected data range (PUC/Diploma marks) using Color Scales
 Go to ‘Home’ tab in Excel ribbon > Click on ‘Conditional Formatting’ button in Style group >
Clear Rules > Clear Rules from Entire Sheet
 Select the data range (PUC/Diploma marks under column ‘I’) > Click on ‘Conditional Formatting’
button in Style group > Color Scales > Select any color pattern

5.5 ICON SETS PROCEDURE:

 Icon Sets in Excel are a type of conditional formatting that allows users to represent data using
icons or symbols based on specified conditions.
 These icons can provide a quick visual way to convey information and highlight data patterns.

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 Icon Sets are commonly used for tasks like data visualization, performance tracking, and progress
reporting
Q. Represent the selected data range (PUC/Diploma marks) using Icon Sets
 Go to ‘Home’ tab in Excel ribbon > Click on ‘Conditional Formatting’ button in Style group >
Clear Rules > Clear Rules from Entire Sheet
 Select the data range (PUC/Diploma marks under column ‘I’) > Click on ‘Conditional Formatting’
button in Style group > Icon Sets > Select any color pattern

Figure. 5.6: Icon Sets

SUMMARY:
Upon completing this exercise, you will have the ability to perform conditional formatting, highlighting
the data and using of Data Bars, Color scales and Icon Sets.

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EXPERIMENT NO – 6 DATE D D MM Y Y Y Y M Y

CONDITIONAL FORMATTING-2

OBJECTIVES
To use Microsoft EXCEL to:
 Understand the various formatting options
 Learn the Parsing
 Know how to highlight the data during data analysis
EQUIPMENT
1. Computer or Laptop
2. Microsoft EXCEL

INTRODUCTION
What is Parsing of data?
 Parsing refers to the process of extracting specific parts or elements from a text string or value and
placing them in separate cells.
 This can be particularly useful when user has data that is not well-structured, and user needs to
break it down into more manageable components.

Parsing of data by Test to ‘Columns’ option

 Open Exercise#4 spread sheet.

 Select the data range (Names of the Student under column ‘A’)
 Go to ‘Data’ tab from Excel ribbon > select ‘Text to Columns’ from ‘Data Tools’ group
 Select ‘Delimited’ > Next > Select ‘Space’ under delimiter (based on the data set, select the
delimiter. You can see how the data will be separated in the ‘Data Preview’).
 Under Column Data Format select ‘General’ option > Under ‘Destination’ select the cells from
where you want to place the separated data > Finish

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SUMMARY:
Upon completing this exercise, you will have the ability to use parsing option to extract specific parts or
elements from a text string and placing them in separate cells.

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EXPERIMENT NO – 7 DATE D D MM Y Y Y Y M Y

WHAT-IF ANALYSIS

OBJECTIVES
To use Microsoft EXCEL to:
 Understand the What-If Analysis
 Use Scenario Manager
 Use Goal Seeking
 Creating a Data Table, Charts and Graphs
EQUIPMENT
1. Computer or Laptop
2. Microsoft EXCEL

INTRODUCTION
What is “What-If Analysis”
 What-If analysis in Excel is a powerful tool that allows users to explore different scenarios and
make predictions or decisions based on changing input values.
 This feature is particularly useful for financial modeling, budgeting, and any situation where user
want to understand how changes in certain variables affect the results.
 There are three primary methods for performing What-If analysis in Excel and they are (i)
Scenario Manager, (ii) Goal Seek, (iii) Data Table
 Scenario Manager allows you to create and manage different scenarios for your data. You can
define different sets of input values and compare the results of each scenario. This is useful when
you have multiple variables and want to compare various combinations of values.
 Goal Seek helps you find the input value needed to achieve a specific goal or result. You specify a
target value, a formula, and an input cell, and Excel iteratively determines the required input
value.
 One Variable Data Table helps user to see how changing one input value impacts a single
formula or result. You set up a table with different values for the input variable, and Excel
calculates the results for each value.
 Two Variable Data Table helps user to explore how two input variables affect a single result.
You set up a table with different values for both variables, and Excel calculates and displays the
results in a grid format.

Case Study:

A pen manufacturing and sales data has given. Develop a sales strategy to maximize the profits for the
different sales quantity using What-If analysis.

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Note: Import the data sheet ‘Excecise#7’.

Scenario Manager

Q. prepare a summary report how the profits of a pen sales vary with the Quantity sold 100, 200, 300, 400
and 500 using What-If Analysis Scenario manager option? Note: Import the data sheet ‘Excecise#7’.
1. Open Exercise#7 sheet > Go to ‘Data’ tab > from ‘Forecast’ group > Click drop down menu ‘What-If
Analysis’ > Scenario Manager > Add > Enter Scenario Name as ‘Qty 200’ > Enter Changing Cells as
‘C5’ (or) select the respective cell by using mouse > Enter Comment as ‘When Qty is 200’ > Ok >
Enter Value as ‘200’ > Ok
2. Now scenario for ‘Qty 200’ is created. Similarly create multiple scenarios for the 300, 400 and 500.
3. Now from the Scenario Manager you can check different scenarios variable and their target values
automatically.
4. Once the multiple scenarios are created generate a scenario summary for the given dataset by Data
Tab > What-If Analysis > Scenario Manager > Summary > Select Report types as ‘Scenario
Summary’ > Select Result Cell as ‘C10’ (target value) > Ok

Figure. 7.1: Scenario Manager

Goal Seek

Q. Determine the pen quantity to be sold to get the profit of ₹. 500 using What-If Analysis Goal Seek
option? Note: Import the data sheet ‘Excecise#7’.
1. Open Exercise#7 sheet > Go to ‘Data’ tab > from ‘Forecast’ group click drop down menu ‘What-If
Analysis’ > Goal Seek > Enter Set Cell as ‘C10’ > Enter To Value as ‘500’ > Enter By Change Cell
as ‘C5’ > Ok

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2. Now the Excel will perform calculations and display the values of carriable value (C5) and the target
value (C10) in the data
3. You can change the ‘C5’ cell value to a integer by Select Cell ‘C5’ > Home tab > Numbers Group >
Decrease Decimal > now it will show the answer as ‘167’.

Figure. 7.2: Goal Seek Options

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Figure. 7.3: Goal Seek Result Status

Data Table

Q. Develop a data table to compare the profits against different quantity sold (100, 200, 300, 400, 500,
600 700 and 800) using What-If Data Table option? Note: Import the data sheet ‘Excecise#7’.
1. Open Exercise#7 sheet > At any random cell, type ‘QTY’ and PROFIT’.
2. Under QTY enter ‘100’ and PROFIT enter ‘=C10’
3. Under QTY enter the different values of Quantity Sold ‘200, 300, 400, 500, 600, 700 and 800’
4. Select the table which has created and Go to ‘Data’ tab > from ‘Forecast’ group click drop down
menu ‘What-If Analysis’ > Data Table > for column input cell select enter ‘C5’ or select by mouse >
Ok

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Figure. 7.4: Data Table options

SUMMARY:
Upon completing this exercise, you will have the ability to use What-If analysis for the real-world
problems to improve the sales or efficiency of a process.

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EXPERIMENT NO – 8 DATE D D MM Y Y Y Y M Y

CLEANING DATA

OBJECTIVES
To use Microsoft EXCEL to:
 Understand the cleaning of data functions
 Learn text functions UPPER, LOWER, TRIM, CONTATINATE, REPLACE, SUBSTITUTE etc.
 Learn DATEVALUE, DATEADD, DATEDIF, TIMEVALUE functions
EQUIPMENT
1. Computer or Laptop
2. Microsoft EXCEL

PROCEDURE:
Excel offers several aggregate functions that allow you to perform calculations on sets of data,
summarizing and analyzing it effectively. These functions are useful for tasks such as finding sums,
averages, maximum or minimum values, and more

UPPER: It is a text function that converts all the letters in a text string to uppercase. This can be helpful
when you want to standardize the case of text or make text consistent throughout your spreadsheet.

Syntax: = UPPER(text) (or) =UPPER(A1) (A1- is cell number)

LOWER: It is a text function that converts all the letters in a text string to lowercase. This can be helpful
when you want to standardize the case of text or make text consistent throughout your spreadsheet.

Syntax: = LOWER(text) (or) =LOWER(A1) (A1- is cell number)

PROPER: It is a text function that capitalizes the first letter of each word in a text string while
converting all other letters to lowercase. This can be helpful when you want to standardize the case of text
or make text consistent throughout your spreadsheet.

Syntax: =PROPER(text) (or) =PROPER(A1) (A1- is cell number)

TRIM: This function allows user to remove any leading, trailing, or extra spaces within a text string. It is
particularly useful when dealing with text imported from external sources or when you want to ensure
that your data is properly cleaned and formatted.

Syntax: = TRIM(text) (or) =TRIM(A1) (A1- is cell number)

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CONCATENATE: This function is used to combine, or concatenate, two or more text strings into a
single text string. This function can be helpful when you want to join text from different cells or add
specific characters or spaces between text elements.

Syntax-1: =CONCATENATE(text1, text2, ...) (or) =CONCATENATE(A1, B1, C1...) //combining

without space between words

Syntax-2: = “Text-1”& “Text-2” (or) == “A1”& “B1” //combining without space between words

Syntax-3: =CONCATENATE(text1, " ", text2) (or)=CONCATENATE(A1, " ", B1) //combining with
space between words
LEN: It returns the number of characters in a text string.

Syntax: =LEN(text) (or) =LEN(A1) (A1- is cell number)

REPLACE: It replaces part of a text string with another text string.

Syntax: =REPLACE(A1, start_num,num_chars,new_text) (A1- is cell number)

* start_num = position of character from where the replace should happen

num_chars = number of characters to replace
new_text = text string in quotes
SUBSTITUTE: It is a text function that allows you to replace occurrences of a specified substring (text)
within a larger text string with a different substring.

Syntax: = SUBSTITUTE(A1, old_text, new_text, instance_num) (A1- is cell number)

* old_text = The text you want to replace

new_text = The text you want to replace old_text with
instance_num = Specifies which occurrence of old_text to replace. If omitted, all occurrences are
replaced. This is optional.
DATEVALUE: It is used to convert a text string representing a date into a serial number that Excel
recognizes as a date. This function can be helpful when you have dates stored as text, and you need to
perform date-related calculations or formatting.

Syntax: =DATEVALUE(date_text) (or) =DATEVALUE(A1)

The date format can be converted right-click, choose "Format Cells," and then select the date format you
prefer.

DATEDIF: is used to calculate the difference between two dates and express the result in various date
units, such as days, months, or years. This function may not appear in the function dropdown. However,
user can still use it by typing the formula manually.

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Syntax: =DATEDIF(start_date, end_date, unit)

* start_date: This is the start date from which you want to calculate the difference.

end_date: This is the end date up to which you want to calculate the difference.
unit: This is a code that represents the time unit for the result. It can be "d" for days, "m" for months, or
"y" for years, among others.
TIMEVALUE: It is used to convert a text representation of a time into a serial number that Excel
recognizes as a time. This is particularly useful when user has time data stored as text and you want to
perform time-related calculations or formatting.

Syntax: =TIMEVALUE(time_text) (or) =TIMEVALUE(A1)

* time_text is the text string that represents the time you want to convert
FREQUENCTLY USED DATA & TIME FUNCTIONS:
TODAY(): Returns the current date.
NOW(): Returns the current date and time.
DATE(year, month, day): Creates a date based on the provided year, month, and day.
TIME(hour, minute, second): Creates a time value based on the provided hour, minute, and second.
YEAR(date): Returns the year of a date.
MONTH(date): Returns the month of a date (1 to 12).
DAY(date): Returns the day of the month (1 to 31).
HOUR(time): Returns the hour of a time.
MINUTE(time): Returns the minute of a time.
SECOND(time): Returns the second of a time.

SUMMARY:
Upon completing this exercise, you will have the skill to clean the data containing text, numbers, date etc.

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Course Name: Data Analytics with Excel Course Code: BCS358A

EXPERIMENT NO – 9 DATE D D MM Y Y Y Y M Y

WORKING WITH MULTIPLE SHEETS

OBJECTIVES
Working with multiple sheets is essential for efficiently managing and analyzing data in a spreadsheet. It
enables you to keep your work organized and present your findings effectively in reports and
presentations.
EQUIPMENT
1. Computer or Laptop
2. Microsoft EXCEL

PROCEDURE
Creating a worksheet with the specified fields and performing calculations using appropriate formulas is a
common task in spreadsheet applications like Microsoft Excel or Google Sheets. Here's a step-by-step
guide to set up such a worksheet, calculate values, create a chart, and generate a report:
**Step 1: Create the Worksheet**
1. Open your preferred spreadsheet application (e.g., Microsoft Excel or Google Sheets).
2. Create the following column headers in the first row of your worksheet: Empno, Ename, Basic
Pay(BP), Travelling Allowance(TA), Dearness Allowance(DA), House Rent Allowance(HRA), Income
Tax(IT), Provident Fund(PF), Net Pay(NP).
**Step 2: Input Data**
3. Enter employee data in rows below the headers. For each employee, fill in Empno, Ename, BP, TA,
DA, HRA, IT, and PF.
**Step 3: Calculate Net Pay**
4. In the "Net Pay(NP)" column, use the following formula to calculate the net pay for each employee:
Net Pay(NP) = (BP + TA + DA + HRA) - (IT + PF)
Enter this formula in the first cell under "Net Pay(NP)" and drag the fill handle (a small square at the
bottom right corner of the cell) to apply the formula to all employees.
Data Analytics with Excel: BCS358A Academic Year: 2023-24
5. Select the data in the "Ename" and "Net Pay(NP)" columns. This data will be used to create a chart
showing employee names and their corresponding net pay.

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6. Go to the "Insert" tab (in Excel) or "Chart" (in Google Sheets) and choose the type of chart you prefer.
A "Column" or "Bar" chart is typically suitable for this scenario.
7. Customize the chart as needed. You can add titles, axis labels, and other formatting options.
**Step 5: Generate a Report**
8. Create a new sheet in the workbook and title it "Report."
9. In the "Report" sheet, summarize the data using appropriate headings and text. For example, you can
include sections like "Employee Salary Summary" and "Chart Analysis."
10. Write a brief analysis of the data, discussing key findings, trends, or insights. For instance, you can
mention the highest and lowest net pay, the average net pay, or any noteworthy patterns you observe in
the chart.
11. Insert the chart you created in the "Chart Analysis" section.
12. You can use functions like AVERAGE, MAX, MIN, and COUNT to calculate summary statistics for
the Net Pay column in the "Report" sheet.
13. Format the report sheet to make it visually appealing and easy to read.
**Step 6: Save and Share**
14. Save your workbook with a descriptive name.
15. Share the report with relevant stakeholders, such as your team or management.

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EXPERIMENT NO – 10 DATE D D MM Y Y Y Y M Y

WORKSHEET CREATION-1 (Employee Data)

OBJECTIVES
Working with Multiple Sheets: work with multiple sheets within a workbook is crucial for organizing and
managing data, perform complex calculations and create comprehensive reports.
EQUIPMENT
3. Computer or Laptop
4. Microsoft EXCEL

PROCEDURE
1. **Creating and Renaming Sheets**:
- In Excel: Right-click on a sheet tab at the bottom of the window and select "Insert" to add a new sheet.
To rename a sheet, double-click on its tab and type the new name.
- In Google Sheets: Click the "+" button at the bottom left to add a new sheet. To rename a sheet, right-
click on its tab and select "Rename."
2. **Navigating Between Sheets**:
- In Excel: Simply click on the sheet tab at the bottom of the window to switch between sheets.
- In Google Sheets: Click on the sheet tab at the bottom of the window to switch between sheets.
3. **Copying and Moving Data**:
- To copy data from one sheet to another, select the cells you want to copy, copy them (Ctrl+C or
Command+C), go to the destination sheet, and paste (Ctrl+V or Command+V).
- To move data, cut it (Ctrl+X or Command+X) and paste it in the target sheet.
4. **Linking Data**:
- You can create links to cells or data in one sheet from another. This is helpful for creating summary
sheets or cross-referencing data. In Excel, use the "=" formula to reference data in another sheet (e.g.,
'=Sheet2!A1').
5. **Grouping and Ungrouping Sheets**:
- In Excel, you can group sheets by selecting multiple sheet tabs while holding down the Ctrl key.
Right-click and choose "Group." This allows you to make changes to multiple sheets simultaneously. To
ungroup, right-click and select "Ungroup Sheets."

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- Google Sheets doesn't have native grouping of sheets, but you can use the built-in filter feature to
show or hide specific sheets.
6. **Consolidating Data**:
- Use functions like VLOOKUP, HLOOKUP, or INDEX/MATCH to consolidate data from multiple
sheets into a summary sheet. This is useful for creating comprehensive reports.
7. **Protecting and Hiding Sheets**:
- You can protect sheets with a password to prevent unauthorized access or editing. In Excel, right-click
the sheet tab, choose "Protect Sheet," and set a password. You can also hide sheets to keep them out of
view but still accessible through the "Format" menu.
8. **Using 3D Formulas**:
- In Excel, you can use 3D formulas to calculate data across multiple sheets. For example, to sum the
same cell in multiple sheets, you can use the formula '=SUM(Sheet1:Sheet3!A1)'.
9. **Creating Pivot Tables and Charts**:
- Pivot tables and charts can analyze data from multiple sheets collectively, allowing you to create
powerful visualizations and summaries.
10. **Printing Multiple Sheets**:
- To print multiple sheets, select the sheets you want to print by holding Ctrl and clicking their tabs,
then go to the print settings and choose "Print Active Sheets" or "Print Selection.".

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EXPERIMENT NO – 11 DATE D D MM Y Y Y Y M Y

WORKSHEET CREATION-2 (Inventory Management)

OBJECTIVES
Creating a worksheet for inventory management is essential for tracking and analyzing product data.
Here's a step-by-step guide on how to set up the worksheet, perform calculations, create a chart, and
generate a report
EQUIPMENTs
1. Computer or Laptop
2. Microsoft EXCEL

PROCEDURE:
**Step 1: Create the Worksheet**
1. Open your preferred spreadsheet application (e.g., Microsoft Excel or Google Sheets).
2. Create the following column headers in the first row of your worksheet: Product code, Product name,
Product type, MRP, Discount (%), Cost after Discount, Date of purchase.
**Step 2: Input Data**
3. Enter product data in rows below the headers. Fill in the details for each product, including Product
code, Product name, Product type, MRP, Discount (%), and Date of purchase.
**Step 3: Calculate Cost after Discount**
4. In the "Cost after Discount" column, use the following formula to calculate the cost of each product
after applying the discount:
Cost after Discount = MRP - (MRP * (Discount % / 100))
Enter this formula in the first cell under "Cost after Discount" and drag the fill handle to apply the
formula to all products.
**Step 4: Create a Chart**
5. Select the data in the "Product type" and "Cost after Discount" columns. This data will be used to
create a chart showing product types and their corresponding costs after discounts.

6. Go to the "Insert" tab (in Excel) or "Chart" (in Google Sheets) and choose the type of chart you prefer.
A "Bar" or "Pie" chart can be suitable for this scenario, depending on the nature of your data.

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7. Customize the chart as needed. Add titles, axis labels, and other formatting options.
**Step 5: Generate a Report**
8. Create a new sheet in the workbook and title it "Report."
9. In the "Report" sheet, summarize the data using appropriate headings and text. For example, include
sections like "Inventory Summary" and "Chart Analysis."
10. Write a brief analysis of the data, discussing key findings, trends, or insights. Mention any notable
product types, the total cost after discounts, or other observations.
11. You can use functions like SUM, AVERAGE, MAX, MIN, and COUNT to calculate summary
statistics for the "Cost after Discount" column in the "Report" sheet.
12. Format the report sheet to make it visually appealing and easy to read.
**Step 6: Save and Share**
13. Save your workbook with a descriptive name.
14. Share the report with relevant stakeholders, such as your team or management.
By following these steps, you can create an inventory management worksheet, calculate values, generate
a chart, and report the data in a structured and visually appealing manner. This approach is commonly
used for managing and analyzing inventory data in business and retail settings

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EXPERIMENT NO – 12 DATE D D MM Y Y Y Y M Y

WORKSHEET CREATION-3 (Sales Analysis of a Store)

OBJECTIVES
Creating a sales analysis worksheet for a merchandise store involves organizing and analyzing a wide
range of data. Here's a step-by-step guide on how to set up the worksheet, perform data segmentation,
create pivot tables, and use different types of charts for comparative analysis
EQUIPMENT
1. Computer or Laptop
2. Microsoft EXCEL

PROCEDURE:
**Step 1: Create the Worksheet**
1. Open your preferred spreadsheet application (e.g., Microsoft Excel or Google Sheets).
2. Create columns for the following fields: Order ID, Customer ID, Gender, Age, Date of Order, Month,
Online Platform, Category of Product, Size, Quantity, Amount, Shipping City, and any other relevant
details.
**Step 2: Input Data**
3. Enter sales data in rows below the headers. Include details for each sale, such as Order ID, Customer
ID, and so on.
**Step 3: Data Segmentation**
4. Use Excel's or Google Sheets' filtering or sorting tools to segment the data based on different criteria.
For example, you can sort data by "Category of Product" to group products by category.
**Step 4: Create Pivot Tables**
5. Select the data and create pivot tables for in-depth analysis. Here's an example of pivot table usage:
- Create a pivot table to show total sales by "Category of Product" and "Online Platform."
- Create another pivot table to show the average age of customers by "Gender" and "Category of
Product."
**Step 5: Create Charts**
6. Use pivot tables or the segmented data to create various types of charts for comparative analysis:
- Create a bar chart to compare total sales by product category.

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- Create a pie chart to show the distribution of sales by gender.

- Create a line chart to analyze sales trends over different months.
- Create a scatter plot to visualize the relationship between age and spending.
**Step 6: Generate a Report**
7. Create a new sheet in the workbook and title it "Sales Analysis Report."
8. Summarize the data, insights, and findings based on the charts and pivot tables. Explain trends,
differences, and noteworthy patterns.
9. Use charts and visual representations to support your findings. For example, include the pie chart
showing the gender distribution of sales and explain the significance.
10. Provide actionable recommendations or suggestions based on the analysis. For example, if a particular
category of products is performing exceptionally well, suggest focusing marketing efforts on that
category.
**Step 7: Save and Share**
11. Save your workbook with a descriptive name.
12. Share the report with relevant stakeholders, such as the merchandise store's management or marketing
team.
By following these steps, you can create a comprehensive sales analysis worksheet for a merchandise
store, analyze data using pivot tables and charts, and generate a report that provides valuable insights and
recommendations for improving sales and marketing strategies. This approach is commonly used in retail
and merchandising to optimize business operations

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Course Name: Data Analytics with Excel Course Code: BCS358A

EXPERIMENT NO – 13 DATE D D MM Y Y Y Y M Y

GENERATION OF REPORTS AND PRESENTATION

OBJECTIVES
Creating a report and presentation using auto filter and macros is a powerful way to analyze and present
data in a structured and automated manner. Below is a step-by-step guide on how to generate a report and
presentation using these tools
EQUIPMENT
1. Computer or Laptop
2. Microsoft EXCEL

PROCEDURE
**Step 1: Prepare Your Data**
1. Open your spreadsheet application (e.g., Microsoft Excel) and ensure your data is organized in a clear
and structured manner with headers in the first row.
**Step 2: Create a Report**
2. Filter the data using Autofilter to focus on specific criteria or subsets of data relevant to your report. To
apply an Autofilter:
- Select the range of data you want to filter.
- Go to the "Data" tab (in Excel) or the equivalent in your spreadsheet software.
- Click on "Filter" or "Autofilter."
- Set the criteria for your filter, such as product category, date range, or any other relevant field.
- Review and analyze the filtered data to gather insights.
3. Create a summary or report based on the filtered data. You can manually create a report by copying and
pasting the filtered data into a new sheet or use Excel functions to calculate specific metrics.
**Step 3: Create a Presentation**
4. To create a presentation, you can use a tool like Microsoft PowerPoint or Google Slides.
5. Copy and paste the relevant information and insights from your report into presentation slides. Ensure
that the presentation is well-structured and visually appealing, using charts, graphs, and visuals to convey
your data effectively.

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**Step 4: Create Macros (Automation)**

Sub GenerateReport()
Dim ws As Worksheet
Set ws = ThisWorkbook.Sheets("Sheet1") ' Change "Sheet1" to your data sheet name
' Apply Autofilter based on your criteria
ws.Range("A1").AutoFilter Field:=1, Criteria1:="YourFilterCriteria"
' Create a new sheet for the filtered data
Sheets.Add(After:=Sheets(Sheets.Count)).Name = "ReportSheet"
Copy the visible (filtered) data to the new sheet
ws.AutoFilter.Range.SpecialCells(xlCellTypeVisible).Copy
Destination:=Sheets("ReportSheet").Range("A1")
' Turn off the Autofilter
ws.AutoFilterMode = False
End Sub
6. If you want to automate the process and make it more efficient, consider creating macros (VBA scripts)
to perform the filtering, report generation, and slide creation automatically.
7. In Excel, you can use the built-in Visual Basic for Applications (VBA) editor to write macros that
interact with your data and presentation. Here's a simple example of a VBA macro that applies an
Autofilter, copies the filtered data to a new sheet, and creates a summary report:
```vba
Sub GenerateReport()
Dim ws As Worksheet
Set ws = ThisWorkbook.Sheets("Sheet1") ' Change "Sheet1" to your data sheet name
' Apply Autofilter based on your criteria
ws.Range("A1").AutoFilter Field:=1, Criteria1:="YourFilterCriteria"
' Create a new sheet for the filtered data
Sheets.Add(After:=Sheets(Sheets.Count)).Name = "ReportSheet"
' Copy the visible (filtered) data to the new sheet
ws.AutoFilter.Range.SpecialCells(xlCellTypeVisible).Copy
Destination:=Sheets("ReportSheet").Range("A1")

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' Turn off the Autofilter

ws.AutoFilterMode = False
End Sub```
8. In PowerPoint or Google Slides, you can also use VBA or scripting capabilities to automate the
creation of presentation slides based on your data.
**Step 5: Run the Macros**
9. Run the macros in Excel to perform the filtering and report generation automatically.
10. Review and refine the generated report and presentation as needed.
By following these steps, you can create a report and presentation using Auto filter and macros, which
saves time and ensures consistency in data analysis and reporting. Automation is particularly useful for
repetitive tasks and large datasets

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Course Name: Data Analytics with Excel Course Code: BCS358A

VIVA QUESTIONS

1. What is Microsoft Excel, and how is it commonly used in various fields?

2. Can you explain the significance of cells, rows, and columns in an Excel spreadsheet?
3. How do Excel workbooks and worksheets differ, and what is their purpose?
4. What are the primary types of data that can be entered into cells in Excel?
5. How does the formula bar in Excel contribute to creating and editing formulas?
6. What is the purpose of an aggregate function in Excel?
7. Can you name some commonly used aggregate functions in Excel?
8. How does the SUM function differ from other aggregate functions in Excel?
9. Explain the significance of the COUNT function in data analysis.
10. In what scenarios would you use the AVERAGE function in Excel?
11. How can the MAX and MIN functions be employed in data analysis?
12. Can you provide an example where the COUNTIF function is useful for aggregation?
13. What role does the AGGREGATE function play in advanced data analysis?
14. How does the SUBTOTAL function differ from other aggregate functions?
15. Describe the importance of the GROUP BY feature in Excel for aggregate functions.
16. In what situations would you use the CONCATENATE function for aggregation?
17. How can the AGGREGATE function handle errors or hidden values in a dataset?
18. Explain the difference between the AGGREGATE function and the PivotTable feature for
summarizing data.
19. How can you nest aggregate functions in Excel to perform more complex calculations?
20. Can you demonstrate the use of the AGGREGATE function to find the median of a dataset in
Excel?
21. What is a PivotTable, and how does it help in data analysis in Excel?
22. Can you explain the process of creating a PivotTable in Excel?
23. How does a PivotTable differ from regular Excel tables and charts?
24. What are the key elements of a PivotTable, and how are they organized?
25. In what scenarios would you use a PivotTable to analyze data?
26. How can you group data in a PivotTable, and why is it beneficial?
27. Explain the purpose of the "Values" field in a PivotTable.
28. How can you filter data in a PivotTable to focus on specific information?

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29. What is the role of the "Row Labels" and "Column Labels" in a PivotTable?
30. How can you customize the appearance of a PivotTable for better presentation?
31. What is a PivotChart, and how does it complement PivotTables in data analysis?
32. Can you describe the process of creating a PivotChart from a PivotTable?
33. How does drilling down into data work in the context of PivotTables?
34. What is the significance of the "Slicer" feature in PivotTables?
35. Explain the concept of calculated fields in PivotTables and their applications.
36. What is the main purpose of using conditional formatting in Excel?
37. How can you apply conditional formatting to highlight cells that meet a specific criterion?
38. Can you explain the difference between "Format Cells That Contain" and "Format Cells That Are"
in conditional formatting?
39. In what ways does data bars contribute to data visualization in conditional formatting?
40. How can you use the "Top/Bottom Rules" in conditional formatting to highlight specific data
points?
41. What role does the "Manage Rules" option play in the conditional formatting settings?
42. Explain the purpose of the "Clear Rules" option and how it affects conditional formatting.
43. How can you create custom conditional formatting rules tailored to your specific data analysis
needs?
44. In what scenarios would you use the "Format Painter" tool for conditional formatting in Excel?
45. What is the primary purpose of performing "What-If" analysis in Excel?
46. Can you explain the role of scenarios in the context of "What-If" analysis?
47. How can the Goal Seek feature be utilized for "What-If" analysis in Excel?
48. What is the difference between data tables and scenario manager in Excel's "What-If" analysis
tools?
49. In what situations would you use the Solver tool for advanced "What-If" analysis in Excel?
50. Why is data cleaning an essential step in the data analysis process in Excel?
51. Can you explain the significance of removing duplicates when cleaning data in Excel?
52. How does the TRIM function contribute to cleaning and standardizing data in Excel?
53. In what situations would you use the "Text to Columns" feature for data cleaning?
54. What are some common techniques for handling missing values during the data cleaning process in
Excel?
55. How can you navigate between multiple sheets in an Excel workbook?

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56. Explain the purpose of linking cells or data between different sheets in Excel.
57. What is the significance of grouping and ungrouping sheets in Excel, and how is it done?
58. How can you protect or lock specific sheets in an Excel workbook, and why would you do so?
59. Describe the process of referencing data from one sheet to another in Excel.

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REFERENCES

SUGGESTED LEARNING RESOURCES

1. Berk & Carey - Data Analysis with Microsoft® Excel: Updated for Office 2007®, Excel: Updated for
Office 2007®, Third Edition, © 2010 Brooks/Cole, Cengage Learning, ISBN-13: 978-0-495-39178-4
2. Wayne L. Winston Microsoft Excel 2019: Data Analysis And Business Modeling, PHI, ISBN:
9789389347180
3. Aryan Gupta - Data Analysis in Excel: The (https://www.simplilearn.com/tutorials/excel-
tutorial/data-analysis-excel)

YOUTUBE VIDEO RESOURCES

1. MS EXCEL Basics:
2. https://www.youtube.com/watch?v=rJPWi5x0g3I&list=PLWPirh4EWFpEpO6NjjWLbKSCb-
wx3hMql&index=2
3. PIVOT TABLE: https://www.youtube.com/watch?
v=4PWVFBiFVVU&list=PLWPirh4EWFpEpO6NjjWLbKSCb-wx3hMql&index=70
4. PIVOT CHART: https://www.youtube.com/watch?
v=mc7xO8F8Pj8&list=PLWPirh4EWFpEpO6NjjWLbKSCb-wx3hMql&index=69
5. ONDITIONAL FORMATTING: https://www.youtube.com/watch?
v=7iKoccSTNZA&list=PLWPirh4EWFpEpO6NjjWLbKSCb-wx3hMql&index=78
6. DATA VALIDATION: https://www.youtube.com/watch?
v=nMxl1_NAcxc&list=PLWPirh4EWFpEpO6NjjWLbKSCb-wx3hMql&index=81
7.

NOTES

Department of CSE (Data Science) AY: 2023-24

Downloaded by Arhis Mag ([email protected])