Sunday, December 26, 2021

TEACHING EXCEL FOR DATA ANALYSIS: HANDS ON 13 Sort and filter data

 You have been asked to present the sales report data by state and to exclude all corporate information. You will use Excel 365 sorting and filtering tools to accomplish these tasks.

1. Click on the link below to open the Microsoft Excel exercise document you can use to complete this exercise.

https://github.com/alcadelina/Excel-

2. Our first task is to sort the data by state. Select cells B2 to B20:

Excel workbook open, Cells B2 to B20 selected

3. Now, click Home → Sort & Filter → Sort Ascending:

Excel workbook open, Home tab selected, Sort & Filter option selected, Sort Ascending chosen

4. Select Expand the selection in the Sort Warning dialog box and click Sort:

Sort Warning dialog window open, Expand the selection selected, "Sort" button selected

5. Review the results:

Excel workbook open, results applied in the document

6. Now we want to filter out the corporate data. Select any cell within the data and click Data → Filter:

Excel workbook open, random Cell selected containing data, Data tab selected, Filter option selected

7. Click the drop-down arrow in cell C1 (Office Type):

Excel workbook open, drop-down arrow selected in Cell C1

8. Click in the checkbox next to Corporate to deselect, then click OK:

Excel workbook open, a small pane open, Checkbox next to Corporate option was deselected, "OK" button selected

9. Review the results, and note the AutoFilter icon in cell C1, the blue row numbers, and the double lines indicating the hidden cells:

Excel workbook open, the changes were applied

10. Save your workbook as Activity 2-5 Complete. Close Microsoft 365 Excel to complete this activity.

11. Now, you can check out an example of a completed document in the link below:

https://github.com/alcadelina/Excel-

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