Data Analytics with Excel lab2 manual
Data Analytics with Excel lab2 manual
Semester-III
Prepared By,
Prof. ATEEQ AHMED
Assistant Professor, Dept. of ISE
Dept. of ISE,HKBKCE,Bengaluru. 1
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Sl.NO Experiments
1 Getting Started with Excel: Creation of spreadsheets, Insertion of rows and columns, Drag
& Fill, use of Aggregate functions.
2
Working with Data : Importing data, Data Entry & Manipulation, Sorting & Filtering.
3
Working with Data: Data Validation, Pivot Tables & Pivot Charts.
4 Data Analysis Process: Conditional Formatting, What-If Analysis, Data Tables, Charts&
Graphs.
5
Cleaning Data with Text Functions: use of UPPER and LOWER, TRIM function,
Concatenate.
6 Cleaning Data Containing Date and Time Values: use of DATEVALUE function,
DATEADD and DATEDIF, TIMEVALUE functions.
8 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.
9 Create worksheet with following fields: Empno, Ename, BasicPay(BP), Travelling
Allowance(TA), Dearness Allowance(DA), House Rent Allowance(HRA), Income Tax(IT),
Provident Fund(PF), Net Pay(NP).Use appropriate formulas to calculate the above scenario.
Analyze the data using appropriate chart and report the data.
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10 Create worksheet on Inventory Management: Sheet should contain Product code, Product
name, Product type, MRP, Cost after % of discount, Date of purchase. Use appropriate
Formulas to calculate the above scenario. Analyze the data using appropriate chart and report
the data.
11 Create worksheet on Sales analysis of Merchandise Store: data consisting of Order ID,
Customer ID, Gender, age, date of order, month, online platform, Category of product, size,
quantity, amount, shipping city and other details. Use of formula to segregate different
Categories and perform a comparative study using pivot table s and different sort of charts.
12 Generation of report & presentation using Auto filter & macro.
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Dept. of ISE,HKBKCE,Bengaluru. 4
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● Berk&Carey-DataAnalysiswithMicrosoft®Excel:UpdatedforOffice2007®,ThirdEdition,©
2010Brooks/Cole, Cengage Learning,ISBN-13: 978-0-495-39178-4
● WayneL.Winston-
MicrosoftExcel2019:DataAnalysisAndBusinessModeling,PHI,ISBN:9789389347180
● Aryan Gupta - Data Analysis in Excel: The Best
Guide.(https://www.simplilearn.com/tutorials/excel-tutorial/data-analysis-excel)
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An Introduction to MS Excel
MS Excel is a spreadsheet program where one can record data in the form of tables. It is easy to analyze data
in an Excel spreadsheet. The image given below represents how an Excel spreadsheet looks like:
What is a cell?
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A spreadsheet is in the form of a table comprising rows and columns. The rectangular box at the intersection
point between rows and columns forms a cell.
A worksheet is a collection of rows and columns. When a row and a column meet, they form a cell. Cells
are used to record data. Each cell is uniquely identified using a cell address. Columns are usually labelled
with letters while rows are usually numbers.
A workbook is a collection of worksheets. By default, a workbook has three cells in Excel. You can delete
or add more sheets to suit your requirements. By default, the sheets are named Sheet1, Sheet2 and so on and
so forth. You can rename the sheet names to more meaningful names i.e. Daily Expenses, Monthly Budget,
etc.
Features of MS Excel
Various editing and formatting can be done on an Excel spreadsheet. Discussed below are the various
features of MS Excel.
The image below shows the composition of features in MS Excel:
Home
Comprises options like font size, font styles, font colour, background colour, alignment,
formatting options and styles, insertion and deletion of cells and editing options.
Insert
Comprises options like table format and style, inserting images and figures, adding graphs,
charts and spark lines, header and footer option, equation and symbols.
Page Layout
Themes, orientation and page setup options are available under the page layout option.
Formulas
Since tables with a large amount of data can be created in MS excel, under this feature, you
can add formulas to your table and get quicker solutions .
Data
Adding external data (from the web), filtering options and data tools are available under this
category.
Review
Proofreading can be done for an excel sheet (like spell check) in the review category and a
reader can add comments in this part .
View
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Different views in which we want the spreadsheet to be displayed can be edited here. Options
to zoom in and out and pane arrangement are available under this category.
Ms-Excel shortcuts:
1. Ctrl+N: To open a new workbook.
2. Ctrl+O: To open a saved workbook.
3. Ctrl+S: To save a workbook.
4. Ctrl+C: To copy the selected cells.
5. Ctrl+V: To paste the copied cells.
6. Ctrl+X: To cut the selected cells.
7. Ctrl+W: To close the workbook.
8. Delete: To remove all the contents from the cell.
9. Ctrl+P: To print the workbook.
10. Ctrl+Z: To undo.
Applications of MS Excel:
• Data Entry and Storage
• Performing Calculations
• Data Analysis and Interpretation
• Reporting and Visualizations
• Accounting and Budgeting
• Collection and Verification of Business Data
• Calendars and Schedules
• Administrative and Managerial Duties
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Experiment No:1
Aim:
Getting Started with Excel: Creation of spreadsheets, Insertion of rows and columns, Drag & Fill, use of
Aggregate functions.
Procedure:
1. Create a suitable examination database and find the sum of the marks(total)of each Student, Average,
pass or fail and grade secured by each student.
Rules
Display average marks of the class, subject wise and pass percentage
• Step1:TypingStudentdatabaseinExcel2007
TypethestudentdatabasewiththerequiredfieldsstartsfromA1cellasfollows
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To find the total marks of a student click on the cell “G2” and type the following formula
To find the total marks for the remaining students select “G2” cell and drag down to the
remaining students.
To find the average marks of the student click on the cell“H2”and type the following formula
To find the average marks for the remaining students select “H2” cell and drag down to the all
the students.
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TocheckwhetherthestudentisPassorFailselectthecell“I2”andtypethefollowingformula
To check the remaining students are Pass/Fail select the cell“I2”anddragdownto all the students
To find the grade of a student click on the cell “J2” and type the following formula
To find the grade for the remaining students select “J2”cell and drag down to the all the students
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Finally we get the following student database with total, average and grade
Output:
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Experiment No:2
Aim:
Working with Data : Importing data, Data Entry & Manipulation, Sorting & Filtering.
Procedure:
Microsoft Excel is a powerful tool for managing and analyzing data. Whether you are dealing with a large
dataset or a simple list, Excel offers various features for importing data, entering information, manipulating
content, sorting, and filtering.
Importing Data:
Excel allows you to import data from various sources, making it a versatile tool for handling diverse datasets.
Opening Excel:
Alternatively, choose "Get External Data" or "Import" based on your Excel version and select the source of
data (e.g., CSV, Database, Web).
Import Data:
If you choose "From Text/CSV," navigate to the location of your CSV file and click "Import."
Excel will guide you through the import process, allowing you to specify delimiters, data types, and other
settings.
Excel provides a user-friendly interface for entering data and performing basic manipulations.
Entering Data:
Click on a cell and start typing your data. Press Enter to move to the cell below or use the arrow keys to
navigate.
Excel automatically adjusts the width of the cell to fit your data.
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Data Manipulation:
Move to the destination, right-click, and choose "Paste" to copy the data.
Enter formulas in cells to perform calculations. For example, =SUM(A2:A10) calculates the sum of cells A2
to A10.
Excel offers a wide range of functions (AVERAGE(), IF(), VLOOKUP(), etc.) for advanced calculations.
Data Validation:
Set criteria to restrict data entry, such as allowing only numbers between a specific range.
Sorting Data:
Sorting data helps in organizing information in a meaningful way for better analysis.
Sorting Ascending/Descending:
Click on the "Data" tab and choose "Sort A to Z" for ascending or "Sort Z to A" for descending order.
Complex Sorting:
For sorting based on multiple criteria (e.g., first sort by Category, then by Price within each Category), use the
"Sort" dialog box.
Specify the primary and secondary sort columns along with the sort order for each.
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2. Click the Data Menu and select the sort option. The sort dialog box appears.
Filtering Data:
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Filtering data allows you to focus on specific subsets of information within your dataset.
Applying Filters:
Filtering Criteria:
For numeric columns, you can filter by numbers greater than, less than, or within a specific range.
For date columns, filter options include dates within a specific period.
2. Prepare a salary statement for the following information and plot a graph
BASIC
SL NO EMP NAME
PAY
1 RAMA 10000
2 MANJU 15000
3 SASH 11000
4 HANU 10000
5 SITA 9000
a. DA is 3% of basic
b. HRA is 5% of basic
c. Tax is 5% of Gross
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III. Count the number of employees where net salary is more than 10,000
IV. Sort the data on the basis of employee name in ascending order
V. Plot the column graph by taking employee name on x-axis and net salary on y-axis
VI. Apply custom filter and display the empnames for whom the Basic pay>=10000
SOLUTION:
1. Type the text i.e. “EMPLOYEES SALARY STATEMENT” in the cell from “A1 to H1”
2. Type the SL NO, EMP NAME, BASIC PAY, DA, HRA, GROSS, TAX, NET SALARY
4. Calculation for
DA = C3*3%
HRA = C3*5%
GROSS = C3+D3+E3
TAX = F3*5%
5. Calculation for
MAXIMUM = max(C3:C8)
MINIMUM = min(C3:C8)
COUNT = countif(C3:C8,”&>=10000”)
6. For Sort
Select data range -> Click data menu ->Sort -> Sort by -> Emp Name -> Sort on ->
7. For Graph
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Select data range -> Click insert menu -> Chart -> Select column chart -> OK
8. For Filtering
Apply filter selecting Basic pay, then -> click Number filter -> Select greater than and equal to -> enter 10000
➔ Click OK
OUTPUT:
FILTERED DATA:
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18000
16000
14000
12000 6 BHARATH
4 HANU
10000
2 MANJU
8000 1 RAMA
6000 3 SASH
5 SITA
4000
2000
0
BASIC PAY DA HRA GROSS PAY TAX NET SALARY
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Experiment No: 3
Aim:
Working with Data: Data Validation, Pivot Tables & Pivot Charts.
Procedure:
Pivot tables are one of Excel's most powerful features. A pivot table allows to extract the significance from
a large, detailed data set.
Data set consists of 213 records and 6 fields. Order ID, Product, Category, Amount, Date and Country.
The following dialog box appears. Excel automatically selects the data for you. The default location for a new
pivot table is New Worksheet.
3. Click OK.
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Drag fields
The PivotTable Fields pane appears. To get the total amount exported of each product, drag the following fields
to the different areas.
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Below you can find the pivot table. Bananas are our main export product.
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Sort
To get Banana at the top of the list, sort the pivot table.
Filter
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Because we added the Country field to the Filters area, we can filter this pivot table by Country. For example,
which products do we export the most to France?
Note: you can use the standard filter (triangle next to Row Labels) to only show the amounts of specific
products.
By default, Excel summarizes your data by either summing or counting the items. To change the type of
calculation that you want to use, execute the following steps.
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3. Choose the type of calculation you want to use. For example, click Count.
4. Click OK.
Result. 16 out of the 28 orders to France were 'Apple' orders.
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To easily compare these numbers, create a pivot chart and apply a filter. Maybe this is one step too far for at
this stage, but it shows one of the many other powerful pivot table features Excel has to offer.
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Experiment No: 4
Aim:
Data Analysis Process: Conditional Formatting, What-If Analysis, Data Tables, Charts &
Graphs.
Procedure:
What-if analysis is a procedure in excel in which we work in tabular form data. In the What-if
analysis variety of values have been in the cell of the excel sheet to see the result in different ways by not
creating different sheets. There are three tools of what-if analysis.
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Step 3: Under the Data Table section, Select the What-if analysis.
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Step 5: The dialogue box appears in the first column write the name of the cell in which you apply the
formula sum. Type D10 in Set cell.
Step 6: In the second column write the value of the target. The target value for this example is 440.
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Step 7: In the third column write the name of the cell in which you want to get marks in English. Provide
absolute cell reference, i.e. $D$5.
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Step 8: Click ok and see the result. The estimated marks for English are 71.
Scenario Manager
In scenario manager, we create different scenarios by proving different input values for the
same variable than by comparing scenarios to choose the correct result. For Example, To check the cost of
revenue for three different months.
Step 1: Given a data set, for Revenue Cost of Jan, with Expenses and Cost as its columns.
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Step 5: A dialog box appears in the dialog box select add option.
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Step 6: A new dialog appears to write the name of the new scenario in the first column. Under Scenario
name, write “Revenue of Feb”.
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Step 7: In the second column select the changing cell. The changing cells for this example,
are $E$5:$E$9.
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Step 8: A new dialogue box name Scenario Values appears to write the changed value in the box. Enter
the values as per shown in the image. Click Ok.
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Step 11: A new Dialog box name Scenario Summary appears. Select Result cells: $E$10.
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Data Table
In data, we create a table with different input values for the same variables. It is one of the most helpful
features in what-if analysis. One can change different values in x and can achieve different outputs
accordingly for research as well as business-driven purposes.
A data table is of two types:
Data table in one Variable
In the data table in one variable, we can change only one input value either in a row or in a column. It
includes only one input cell. For example, a company wants to know about its revenue by changing the
cost of raw materials by using a data table. Given a data set, with material and their cost.
Step 1: Create a table of revenue cost.
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Step 2: Copy the last cell in which you get output in another cell. D7 for this example.
Step 3: Write the values in the cell for which you want to make a change in a column or in rows.
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Step 5: Under the data table section, Select the what-if analysis.
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Step 7: A dialogue box name data table appears then select the cell in which you want to change the input
value in a row or in the column. Input the value of the Column input cell to be $D$3. Click Ok. Your data
table is ready.
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Step 2: Copy the last cell in which you get output in another cell
Step 3: Write both values you want to change in both columns and rows.
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Step 7: A dialogue box appears in which you have to select the cell in which you want to change the value
in both row and column. The Row input cell value is $D$5 and the column input cell value is $D$6.
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Experiment No: 5
Aim:
Cleaning Data with Text Functions: use of UPPER and LOWER, TRIM function, Concatenate.
Procedure:
This is the raw data that you have obtained on product information containing the Product ID, Product
description and the price. The character “|” separates the field in each row.
When you import this data into Excel worksheet, it looks as follows −
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As you observe, the entire data is in a single column. You need to structure this data to perform data analysis.
However, initially you need to clean the data.
You need to remove any nonprintable characters and excess spaces that might be present in the data. You can
use the CLEAN function and TRIM function for this purpose.
CLEAN
1.
Removes all nonprintable characters from text
TRIM
2.
Removes spaces from text
• Select the Cells C3 – C11.
• Type =TRIM (CLEAN (B3)) and then press CTRL + Enter.
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Excel has several built-in text functions that you can use for formatting data containing text. These include −
1. LOWER
Converts text to lowercase
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1. UPPER
Converts text to uppercase
2. PROPER
Capitalizes the first letter in each word of a text value
1. DOLLAR
Converts a number to text, using the $ (dollar) currency format
2. FIXED
Formats a number as text with a fixed number of decimals
3. TEXT
Formats a number and converts it to text
1. VALUE
Converts a text argument to a number
You might have to perform certain Text Operations on your Data. For example, if Login-IDs for the
Employees are changed to a New Format in an Organization, based on the Format Change, Text
Replacements might have to be done.
Following Text Functions help you in performing Text Operations on your data containing Text −
1. REPLACE
Replaces characters within text
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2. SUBSTITUTE
Substitutes new text for old text in a text string
3. CONCATENATE
Joins several text items into one text item
CONCAT
4. Combines the text from multiple ranges and/or strings, but it does not
provide the delimiter or Ignore Empty arguments.
TEXTJOIN
Combines the text from multiple ranges and/or strings, and includes a
5. delimiter you specify between each text value that will be combined.
If the delimiter is an empty text string, this function will effectively
concatenate the ranges.
6. REPT
Repeats text a given number of times
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Experiment No: 6
Aim:
Cleaning Data Containing Date and Time Values: use of DATE VALUE function, DATE ADD and
DATED IF, TIMEVALUE functions.
Procedure:
We can convert −
A Date in serial format is a positive integer that represents the number of days between the given date and
January 1, 1900. Both the current Date and January 1, 1900 are included in the count. For example, 42354 is
a Date that represents 12/16/2015.
Excel supports different Date Formats based on the Locale (Location) you choose. Hence, you need to first
determine the compatibility of your Date formats and the Data Analysis at hand. Note that
certain Date formats are prefixed with *(asterisk) −
• Date formats that begin with *(asterisk) respond to changes in regional date and time settings that are
specified for the operating system
• Date formats without an *(asterisk) are not affected by operating system settings
For understanding purpose, you can assume United States as the Locale. You find the
following Date formats to choose for the Date - 8th June, 2016 −
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• The digits are 30 or higher, Excel assumes the digits represent years in the twentieth century.
• The digits are lower than 30, Excel assumes the digits represent years in the twenty-first century.
For example, 1/1/29 is treated as January 1, 2029 and 1/1/30 is treated as January 1, 1930.
To convert dates from serial format to Month-Day-Year format, follow the steps given below −
You can convert dates in Month-Day-Year format to Serial format in two ways −
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To convert serial time format to hour-min-sec format follow the steps given below −
You can convert Time in Hour-Minute-Second format to serial format in two ways −
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You can use Excel TIMEVALUE function to convert Time to Serial Number format. You need to enclose
the Time argument in “”. For example,
If you need to perform calculations based on current time, simply use the Excel function NOW (). The result
reflects the date and time when it is used.
The following screen shot of Now () function usage has been taken on 17th May, 2016 at 12:22 PM.
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Your data might have the information about hours, minutes and seconds separately. Suppose, you need to get
the Time combining these 3 values to perform any calculation. You can use Excel Function Time for getting
the Time values.
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You can use Excel DATEVALUE function to convert a Date to Serial Number format. You need to
enclose the Date argument in “”. For example,
If you need to perform calculations based on today’s date, simply use the Excel function TODAY (). The
result reflects the date when it is used.
The following screenshot of TODAY () function usage has been taken on 16th May, 2016 −
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Experiment No: 7
Aim:
Conditional Formatting: formatting, parsing, and highlighting data in spreadsheets during data
analysis.
Conditional formatting is used to change the appearance of cells in a range based on your specified conditions.
The conditions are rules based on specified numerical values or matching text. Changing the appearance of
cells can visually highlight interesting data points for analysis.
Procedure:
Excel offers several built-in conditional formatting rules you can apply to your data.
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Step:2
Click the Home tab. It's at the top of the Excel window. This is where you'll find the Conditional
Formatting option.
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Step 3: Click Conditional Formatting. You'll find this in the "Styles" section of the Home toolbar.
Clicking it prompts a drop-down menu to appear.
Step 4: Click New Rule…. It's near the bottom of the drop-down menu. Doing so opens the Conditional
Formatting window.
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Step 5: Save your spreadsheet. Click File, then click Save to save your changes, or
press Ctrl + S (or ⌘ Command + S on a Mac). If you want to save this document as a new document, do
the following:
• Windows - Click File, click Save As, double-click This PC, click a save location on the left side of
the window, type the document's name into the "File name" text box, and click Save.
Conclusion:
Conditional Formatting in Excel is a versatile tool that empowers users to transform raw data into visually
appealing and meaningful representations. By applying formatting rules based on specific conditions, we can
uncover hidden patterns, identify outliers, and gain valuable insights from our data. Mastering Conditional
Formatting will undoubtedly enhance our data analysis capabilities and drive better decision-making in various
personal and professional contexts.
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Experiment No: 8
Working with Multiple Sheets: work with multiple sheets with in a work book is crucial for organizing
and managing data, perform complex calculations and create comprehensive reports.
Aim:
Investigate the impact of working with multiple sheets within a workbook on data organization, complex
calculations, and report creation in spreadsheet software, and assess the benefits of this approach in
practical scenarios.
Procedure:
Step 1:
✓ Start with a blank workbook.
✓ Set up product catalog worksheet with products and prices.
✓ Name the worksheet Product Catalog.
✓ Assume the catalog is revised on the first of every month.
The above figure show the price of a product at selling time is determined by the current cost of the product.
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Next, you have to setup worksheets for the Region East,North, South,and West, in that order
with same structure.
✓ Press the shift key and click on the tab West. All the 4 tabs will be selected.
Now,whatevereditingyoudointheEastworksheetwillgetautomaticallyreflectedintheotherthre
eselected worksheets.
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The same structure appears in the other worksheets North , South and West.
Once again select all the four worksheets – East, North, South and West. In the East worksheet, for each
product, in the price column, give the formula as the Price Value Name. So the price of a product is as per the
product catalog that is updated on the first of every month.
Repeat the same steps for each Month. Therefore, for the worksheets for the regions East, North, South, and
West, you have successfully set the same structure and placed the price information for each product based on
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Note that you are still in the East worksheet. Press Enter.
You will be in the Summary worksheet. In the formula bar, you will see the formula as
=SUM(East:West!G7)
ThecalculatedvalueappearsinthecellC3.
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This is exactly how you wanted to summarize the results from each region.
✓ Click in the cell C15.
✓ Type =sum(C3:C14)
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Conclusion:
Working with multiple sheets within a workbook in spreadsheet software is a powerful approach for data
organization, complex calculations, and report creation. It enhances data management, accuracy, and
collaboration. The benefits include improved data organization, streamlined complex calculations, and
efficient report creation.
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Experiment No: 9
Aim:
Create worksheet with following fields: Empno, Ename, Basic Pay(BP), Travelling Allowance(TA), Dearness
Allowance(DA), House Rent Allowance(HRA), Income Tax(IT), Provident Fund(PF), Net Pay(NP). Use
appropriate formulas to calculate the above scenario.
Analyse the data using appropriate chart and report the data.
Procedure:
• Fill up details for Employee Number, Employee Name and Basic Pay
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Using the above you should be able to fill up the data required and final sheet looks like below
Charts are visual representations of data used to make it more understandable. There are different chart
Lets analyse the salary of all the employee. we can use the Bar chart for this
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SALARY BREAKUP
140000
120000
100000
80000
60000
40000
20000
0
Let’s Analyse the Breakup of Gross Pay and Net Pay using Pie Chart.
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You can visually see the breakup and if you hover the pointer above each piece of pie it will show you the
numeric values.
Conclusion:
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The worksheet simplifies the process by automating the calculation of Gross Pay, Deductions, and Net Pay,
thus reducing the risk of errors and expediting the payroll process.
Experiment No: 10
Aim:
Create worksheet on Inventory Management: Sheet should contain Product code, Product name, Product type,
MRP, Cost after % of discount, Date of purchase. Use appropriate formulas to calculate the above scenario.
Analyse the data using appropriate chart and report the data.
Procedure:
• Fill up details for Product Code, Product Name, Product Type, MRP, Discount %, Quantity and
Date of Purchase.
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Using the above you should be able to fill up the data required and final sheet looks like below
Charts are visual representations of data used to make it more understandable. There are different chart
Lets analyse the salary of all the employees, we can use the Bar chart for this.
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As we have many data points like Quantity, Price and Data of Purchase, it will be useful to have secondary
Choose a bar chart and then go to Chart Design section and click on Change Chart Type
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You can choose which series you want in Secondary Axis and also what chart type you need like Line or
Bar etc.
Lets analyze Total Price and Quantity of the Products in a Combo Chart and Total Price and Date of
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25000.00 35
30
20000.00
25
15000.00 20
10000.00 15
10
5000.00
5
0.00 Furniture 0
Furniture
Electronics
Electronics
Electronics
Household
Household
Household
Household
Household
Household
Household
Redmi Cooker Sofa Soap Paste TV Rice Bed BT Oil ToorDal Sugar
note Speaker
P344482 P894594 P986985 P637649 P352445 P293749 P248560 P473596 P257570 P247595 P469379 P426573
Total Price Quantity
1 2 3 4 5 6 7 8 9 10 11 12
Chart Title
25000.00 11/20/2023
10/1/2023
20000.00 8/12/2023
6/23/2023
15000.00 5/4/2023
3/15/2023
10000.00 1/24/2023
12/5/2022
5000.00 10/16/2022
8/27/2022
0.00 7/8/2022
Furniture
Furniture
Electronics
Electronics
Electronics
Household
Household
Household
Household
Household
Household
Household
Redmi Cooker Sofa Soap Paste TV Rice Bed BT Oil ToorDal Sugar
note Speaker
P344482P894594P986985P637649P352445P293749P248560P473596P257570P247595P469379P426573
1 2 3 4 5 6 7 8 9 10 11 12
Let’s Analyze the Breakup of Quantity and Price using Pie Chart.
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You can visually see the breakup and if you hover the pointer above each piece of pie it will show you the
numeric values.
Quantity
Redmi note Cooker Sofa Soap Paste TV Rice Bed BT Speaker Oil ToorDal Sugar
Total Price
Conclusion:
Creating an Inventory Management worksheet with product details, including codes, names, types, prices, and
purchase dates, is a valuable tool for businesses and organizations. Using appropriate formulas, you can
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calculate the cost of products after applying discounts, which provides clarity on your inventory's actual value.
Additionally, generating charts allows you to visualize and analyze the data effectively.
Experiment No: 11
Aim:
Create worksheet on Sales analysis of Merchandise Store: data consisting of Order ID, Customer ID, Gender,
age, date of order, month, online platform, Category of product, size, quantity, amount, shipping city and other
details. Use of formula to segregate different categories and perform a comparative study using pivot tables
and different sort of charts.
Procedure:
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• Fill up details for Order ID, Customer ID, Gender, age, date of order, month, online platform,
Using the above you should be able to fill up the data required and final sheet looks like below
A PivotTable is an interactive way to quickly summarize large amounts of data. You can use a PivotTable
to analyze numerical data in detail and answer unanticipated questions about your data. A PivotTable is
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especially designed for: Querying large amounts of data in many user-friendly ways.
You can create a pivot table by going to Insert column -> PivotTable -> From Table/Range
Below screen will be displayed, choose the data which needs to be added to pivot table and choose a New
1. Pivot_CustomerInfo
Lets create a Pivot table with the Customer Information like Customer ID, Gender, Age, Category of
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As shown in the above figure, we can choose what field can go to Row, Column, Value and Filter option
2. Pivot_Order_City
Let’s create a Pivot table to Analyze the Order ID and Amount which was shipped to different cities and
date of purchase
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Now create a chart using the data from the Pivot table created above.
Can you spot the difference between regular chart and chart created from Pivot Table?
Yes, you will get option to filter different fields in the chart which will help you in analysis.
Below chart is filtered for Orders shipped to Bangalore City for all of this year.
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Above chart shows Customer ID filtered for Female customers with different category and size for all ages.
Conclusion:
These insights can inform our marketing and inventory strategies to better cater to our customers and optimize
our operations. It is evident that data-driven decision-making is crucial for our continued success, and we will
continue to monitor and analyze our sales data regularly to stay competitive in the market and meet our
customer's needs effectively.
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Experiment No: 12
Aim:
Generation of report & presentation using Auto filter & macro.
Procedure:
Use the AutoFilter feature to find, show, or hide values—in one or more columns of data. You can filter based
on choices you make from a list, or search to find the data that you seek. When you filter data, entire rows will
be hidden if the values in one or more columns don't meet the filtering criteria.
3. Click the arrow in the column header and decide if you want to choose specific values or search.
4. Choose specific values: Uncheck (Select All) to clear all of the check boxes, and then check the boxes
for the specific value(s) you want to see.
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Search for values: In the Search box, type text or numbers that you seek.
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PrivateSubGR()
DimnextrowAsLong
Sheets("Generate Report").Select
Sheets("Generate Report").Cells.ClearContents
Range("A1").Value="Name"
Range("B1").Value="ID"
Range("C1").Value="Product"
Range("D1").Value="Rev earned"
For x =1ToSheets.Count-1
Sheets(x).Range("A2:D50").Copy
nextrow=Sheets("Generate
Report").Range("A"&Rows.Count).End(xlUp).Offset(1,0).Row
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Sheets("Generate Report").Cells(nextrow,1).PasteSpecial
Paste:=xlPasteValues
Next
Cells(1,5).Select
Application.CutCopyMode=False
Sheets("Generate Report").Range(Cells(1,1),
Cells(nextrow,4)).Columns.AutoFit
EndSub
The name of the sales representatives, their Identification Number, types of Products, and the Revenue
Earned by the sales representatives are given in Columns B, C, D, and E respectively. We will generate
reports using Macros in Excel. Let’s say, we have two different datasets. We will generate a report using
these two datasets.
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Conclusion
Macros in Excel play a pivotal role in automating tasks, making repetitive processes significantly more
efficient. This automation not only saves time but also reduces the likelihood of errors that often occur during
AutoFilter, on the other hand, simplifies the process of sorting and analyzing large datasets. This feature allows
users to filter data based on specific criteria, providing an intuitive interface to navigate through extensive
information effortlessly. Macros can be tailored to specific needs, offering users a high degree of
customization.
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