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Data Analytics with Excel lab2 manual

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Data Analytics with Excel lab2 manual

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bgkbec14
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Data Analytics with Excel: BCS358A Academic Year: 2023-24

VISVESVARAYA TECHNOLOGICAL UNIVERSITY


JNANA SANGAMA, BELGAVI-590018, KARNATAKA

Semester-III

DATA ANALYTICS WITH EXCEL

LAB MANUAL (BCS358A)


(As per CBCS Scheme 2022)

Academic Year: 2023-2024

Prepared By,
Prof. ATEEQ AHMED
Assistant Professor, Dept. of ISE

No.22/1, Opp., Manyata Tech Park Rd, Nagawara, Bengaluru,


Karnataka 560045.
(Approved by AICTE and Affiliated to VTU)

Department of Information Science & Engineering

Dept. of ISE,HKBKCE,Bengaluru. 1
Data Analytics with Excel: BCS358A Academic Year: 2023-24

Data Analytics with Excel Semester 3

Course Code BCS358 CIE Marks 50


Teaching Hours/Week (L:T:P:S) 0:0:2:0 SEE Marks 50
Credits 01 Exam Hours 100
Practical
Examination type (SEE)
Course objectives:
● To Apply analysis techniques to datasets in Excel
● Learn how to use Pivot Tables and Pivot Charts to streamline your workflow in Excel
● Understand and Identify the principles of data analysis
● Become adept at using Excel functions and techniques for analysis
● Build presentation ready dashboards in Excel

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.

7 Conditional Formatting: formatting, parsing, and highlighting data in spreadsheets during


data analysis.

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.

Dept. of ISE,HKBKCE,Bengaluru. 2
Data Analytics with Excel: BCS358A Academic Year: 2023-24

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.

Course out comes(Course Skill Set):


At the end of the course the student will be able to:
● Use advanced functions and productivity tools to assist in developing worksheets.
● Manipulate data lists using Out line and Pivot Tables.
● UseConsolidationtosummariseandreportresultsfrommultipleworksheets.
Apply Macros and Auto filter to solve the given real world scenario.

Dept. of ISE,HKBKCE,Bengaluru. 3
Data Analytics with Excel: BCS358A Academic Year: 2023-24

Assessment Details (both CIE and SEE)


The weightage of Continuous Internal Evaluation (CIE) is 50% and for Semester End Exam (SEE) is
50%.The minimum passing mark for the CIE is 40% of the maximum marks (20 marks out of 50) and
for the SEE minimum passing mark is 35% of the maximum marks (18 out of 50 marks). A student
shall be deemed to have satisfied the academic requirements and earned the credits allotted to each
subject/course if the student secures a minimum of 40% (40 marks out of 100) in the sum total of the
CIE(Continuous Internal Evaluation) and SEE (Semester End Examination) taken together.

Continuous Internal Evaluation(CIE):


CIE marks for the practical course are 50 Marks.
The split-up of CIE marks for record/journal and test are in the ratio 60:40.
● Each experiment is to be evaluated for conduction with an observation sheet and record
write-up. Rubrics for the evaluation of the journal/write-up for hardware/software
experiments are designed by the faculty who is handling the laboratory session and are made
known to students at the beginning of the practical session.
● Record should contain all the specified experiments in the syllabus and each experiment
write-up will be evaluated for 10 marks.
● Total marks scored by the students are scaled down to 30 marks (60% of maximum
marks).
● Weightage to be given for neatness and submission of record/write-up on time.
● Department shall conduct a test of 100 marks after the completion of all the experiments
listed in the syllabus.
● In a test, write-up, conduction of experiment, acceptable result, and procedural
knowledge will carry a weightage of 60% and the rest 40% for viva-voce.
● The suitable rubrics can be designed to evaluate each student’s performance and learning
ability.
● The marks scored shall be scaled down to 20 marks(40% of the maximum marks).
The Sum of scaled-down marks scored in the report write-up/journal and marks of a test is the total
CIE marks scored by the student.

Semester End Evaluation(SEE):


● SEEmarksforthepracticalcourseare50Marks.
● SEE shall be conducted jointly by the two examiners of the same institute, examiners are
appointed by the Head of the Institute.
● The examination schedule and names of examiners are informed to the university before the
conduction of the examination. These practical examinations are to be conducted between the
schedule mentioned in the academic calendar of the University.

Dept. of ISE,HKBKCE,Bengaluru. 4
Data Analytics with Excel: BCS358A Academic Year: 2023-24

● All laboratory experiments are to be included for practical examination.


● (Rubrics) Breakup of marks and the instructions printed on the cover page of the answer script to
be strictly adhered to by the examiners. OR based on the course requirement evaluation rubrics
shall be decided jointly by examiners.
● Students can pick one question (experiment) from the questions lot prepared by the examiners
jointly.
● Evaluation of test write-up/ conduction procedure and result/viva will be conducted jointly by
examiners.
General rubrics suggested for SEE are mentioned here, writeup-20%, Conduction procedure and result
in -60%, Viva-voce 20% of maximum marks. SEE for practical shall be evaluated for 100 marks and
scored marks shall be scaled down to 50 marks (however, based on course type, rubrics shall be decided
by the examiners)
Change of experiment is allowed only once and 15% of Marks allotted to the procedure partare to be
made zero.
TheminimumdurationofSEEis02hours

Suggested Learning Resources:

● 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)

DEPT. OF ISE,HKBKCE,BENGALURU. 5
Data Analytics with Excel: BCS358A Academic Year: 2023-24

An Introduction to MS Excel

What is Microsoft Excel?


Microsoft Excel is a spreadsheet program used to record and analyze numerical and statistical data. Microsoft
Excel provides multiple features to perform various operations like calculations, pivot tables, graph tools,
macro programming, etc. It is compatible with multiple OS like Windows, macOS, Android and iOS.
A Excel spreadsheet can be understood as a collection of columns and rows that form a table. Alphabetical
letters are usually assigned to columns, and numbers are usually assigned to rows. The point where a column
and a row meet is called a cell. The address of a cell is given by the letter representing the column and the
number representing a row.

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:

How to open MS Excel?


To open MS Excel on your computer, follow the steps given below:
• Click on Start
• Then All Programs
• Next step is to click on MS Office
• Then finally, choose the MS-Excel option
Alternatively, you can also click on the Start button and type MS Excel in the search option available.

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.

Understanding the worksheet (Rows and Columns, Sheets, Workbooks)

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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Data Analytics with Excel: BCS358A Academic Year: 2023-24

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.

Benefits of Using MS Excel


MS Excel is widely used for various purposes because the data is easy to save, and information can be added
and removed without any discomfort and less hard work.
Given below are a few important benefits of using MS Excel:
• Easy To Store Data: Since there is no limit to the amount of information that can be saved in a
spreadsheet, MS Excel is widely used to save data or to analyse data. Filtering information in Excel is
easy and convenient.
• Easy To Recover Data: If the information is written on a piece of paper, finding it may take longer,
however, this is not the case with excel spreadsheets. Finding and recovering data is easy.
• Application of Mathematical Formulas: Doing calculations has become easier and less time-taking
with the formulas option in MS excel
• More Secure: These spreadsheets can be password secured in a laptop or personal computer and the
probability of losing them is way lesser in comparison to data written in registers or piece of paper.
• Data at One Place: Earlier, data was to be kept in different files and registers when the paperwork was
done. Now, this has become convenient as more than one worksheet can be added in a single MS Excel
file.
• Neater and Clearer Visibility of Information: When the data is saved in the form of a table, analyzing
becomes easier. Thus, information in a spreadsheet is more readable and understandable.

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

DEPT. OF ISE,HKBKCE,BENGALURU. 8
Data Analytics with Excel: BCS358A Academic Year: 2023-24

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

➢ Pass if marks in each subject >=35,


➢ Distinction if average>=70,
➢ First class if average>=60 but <70,
➢ Second class if average>=50 but<60,
➢ Third class if average>=35andbut<50,
➢ Fail if marks in any subject is<35.

Display average marks of the class, subject wise and pass percentage

Solution. To find the grade of a student we need to do the following steps

• Step1:TypingStudentdatabaseinExcel2007

TypethestudentdatabasewiththerequiredfieldsstartsfromA1cellasfollows

• Step2:Tofind Total Marks of Student

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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.

• Step 3: To find Average marks

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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Data Analytics with Excel: BCS358A Academic Year: 2023-24

• Step4:To Check Pass or Fail

TocheckwhetherthestudentisPassorFailselectthecell“I2”andtypethefollowingformula

To check the remaining students are Pass/Fail select the cell“I2”anddragdownto all the students

• Step5: To find Grade

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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Data Analytics with Excel: BCS358A Academic Year: 2023-24

Finally we get the following student database with total, average and grade

Output:

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Data Analytics with Excel: BCS358A Academic Year: 2023-24

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.

Step 1:Open Excel and Navigate to Data Import

Opening Excel:

Start by launching Microsoft Excel on your computer.

Access Data Import:

Click on the "File" tab in the ribbon at the top of Excel.

Select "Open" from the menu to open a previously saved file.

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.

Data Entry and Manipulation:

Excel provides a user-friendly interface for entering data and performing basic manipulations.

Step 2:Data Entry and Basic Manipulation

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 Analytics with Excel: BCS358A Academic Year: 2023-24

Data Manipulation:

Copying and Pasting:

Select a range of cells, right-click, and choose "Copy."

Move to the destination, right-click, and choose "Paste" to copy the data.

Formulae and Functions:

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:

Select a range, go to the "Data" tab, and click on "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.

Step 3: Sorting Data

Sorting Ascending/Descending:

Select the column you want to sort.

Click on the "Data" tab and choose "Sort A to Z" for ascending or "Sort Z to A" for descending order.

Alternatively, right-click the selected column and choose "Sort."

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.

To Sort the Data:

Steps: 1. Select data on list to be sorted.

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For example salary in the above figure.

2. Click the Data Menu and select the sort option. The sort dialog box appears.

3. Select the ascending and descending option in the Sort by section

4. Click the OK button

Filtering Data:

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Filtering data allows you to focus on specific subsets of information within your dataset.

Step 4: Filtering Data

Applying Filters:

Select your data range.

Click on the "Data" tab and select "Filter."

Dropdown arrows will appear next to each column header.

Click on these arrows to filter data based on specific criteria.

Filtering Criteria:

For text columns, you can filter by specific text values.

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

I. Using MS-Excel calculate the following

a. DA is 3% of basic

b. HRA is 5% of basic

c. Tax is 5% of Gross

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II. Find maximum and minimum of Basic pay

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”

using the merge and center button

2. Type the SL NO, EMP NAME, BASIC PAY, DA, HRA, GROSS, TAX, NET SALARY

in A2, B2, C2, D2, E2, F2, G2, H2 respectively

3. Put the data for SL NO, EMP NAME, BASIC PAY

4. Calculation for

DA = C3*3%

HRA = C3*5%

GROSS = C3+D3+E3

TAX = F3*5%

NET SLARY = F3-G3

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 ->

Values -> Order -> A to Z

7. For Graph

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Data Analytics with Excel: BCS358A Academic Year: 2023-24

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:

EMPLOYEE NAMES FOR WHOM BASIC PAY >=10000

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Data Analytics with Excel: BCS358A Academic Year: 2023-24

COLUMN CHART FOR EMPLOYEE DATABASE

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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Data Analytics with Excel: BCS358A Academic Year: 2023-24

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.

Insert a Pivot Table

To insert a pivot table, execute the following steps.

1. Click any single cell inside the data set.

2. On the Insert tab, in the Tables group, click PivotTable.

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.

1. Product field to the Rows area.

2. Amount field to the Values area.

3. Country field to the Filters area.

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Data Analytics with Excel: BCS358A Academic Year: 2023-24

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.

1. Click any cell inside the Sum of Amount column.

2. Right click and click on Sort, Sort Largest to Smallest.

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?

1. Click the filter drop-down and select France.

Result. Apples are our main export product to France.

Note: you can use the standard filter (triangle next to Row Labels) to only show the amounts of specific
products.

Change Summary Calculation

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.

1. Click any cell inside the Sum of Amount column.

2. Right click and click on Value Field Settings.

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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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Two-dimensional Pivot Table


If you drag a field to the Rows area and Columns area, you can create a two-dimensional pivot table.
First, insert a pivot table. Next, to get the total amount exported to each country, of each product, drag the
following fields to the different areas.
1. Country field to the Rows area.
2. Product field to the Columns area.
3. Amount field to the Values area.
4. Category field to the Filters area.

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Below you can find the two-dimensional pivot table.

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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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Data Analytics with Excel: BCS358A Academic Year: 2023-24

Experiment No: 4
Aim:
Data Analysis Process: Conditional Formatting, What-If Analysis, Data Tables, Charts &
Graphs.

Procedure:

What is What-if Analysis?

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.

Tools of what-if analysis


There are three tools in what-if analysis:
1. Goal seek
2. Scenario manager
3. Data Table
Goal seek
In goal seek we already know our output value we have to find the correct input value. For example, if
a student wants to know his English marks and he knows all the rest of the marks and total marks in all
subjects.
Step 1: Write all subjects and their marks in an excel sheet and do the sum by applying the formula sum.

Step 2: Go into the data tab of the Toolbar.

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Step 3: Under the Data Table section, Select the What-if analysis.

Step 4: A drop-down appears. Select the Goal Seek.

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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 2: Select the numerical value cell and Go to the Data.

Step 3: Under the forecast section, click on the What-if analysis.

Step 4: A drop-down appears. Select the Scenario manager.

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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 9: Repeat step5, step6, and step8.

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Step 10: Click Ok then select summary.

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Step 11: A new Dialog box name Scenario Summary appears. Select Result cells: $E$10.

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Step 12: See the result.

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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 4: Go to the data tab of the Toolbar.

Step 5: Under the data table section, Select the what-if analysis.

Step 6: A drop-down appears. Select the Data Table.

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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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Data table in two Variable


In the Data table in two variables, we can change two input values in both row and column. It includes
two input cells. For example, A person wants to know about per month installments of loan by
the different rates of interest and for the different time periods for the same principal amount.
Step 1: Create a table to find PMT.

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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.

Step 4: Go to the Data tab of the toolbar.

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Step 5: Select the what-if analysis.

Step 6: Select the Data Table.

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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Step 8: Click ok and see the result.

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Experiment No: 5
Aim:
Cleaning Data with Text Functions: use of UPPER and LOWER, TRIM function, Concatenate.

Procedure:

Data cleaning includes removing unwanted characters from text.

Consider the following

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.

S.No. Function & Description

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.

The formula is filled in the cells C3 – C11.

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The result will be as shown below −

Formatting Data with Text Functions

Excel has several built-in text functions that you can use for formatting data containing text. These include −

Functions that format the Text as per your need −

S.No. Function & Description

1. LOWER
Converts text to lowercase

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S.No. Function & Description

1. UPPER
Converts text to uppercase

2. PROPER
Capitalizes the first letter in each word of a text value

Functions that convert and/or format the Numbers as Text −

S.No. Function & Description

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

Functions that convert the Text to Numbers −

Sl. No. Function & Description

1. VALUE
Converts a text argument to a number

Executing Data Operations with the Text Functions

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 −

S.No. Function & Description

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 to a Date in Year-Month-Day Format


• A Date in Year-Month-Day Format to a Date in Serial Format
Date in Serial Format

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.

Date in Month-Day-Year Formats

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 −

• *6/8/2016 (affected by operating system settings)


• *Wednesday, June 8, 2016 (affected by operating system settings)
• 6/8
• 6/8/16
• 06/08/16
• 8-Jun
• 8-Jun-16
• 08-Jun-16
• Jun-16
• June-16
• J
• J-16
• 6/8/2016
• 8-Jun-2016

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If you enter only two digits to represent a year and if −

• 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.

Converting Dates in Serial Format to Month-Day-Year Format

To convert dates from serial format to Month-Day-Year format, follow the steps given below −

• Click the Number tab in the Format Cells dialog box.


• Click Date under Category.
• Select Locale. The available Date formats will be displayed as a list under Type.
• Click on a Format under Type to look at the preview in the box adjacent to Sample.

After choosing the Format, click OK.

Converting Dates in Month-Day-Year Format to Serial Format

You can convert dates in Month-Day-Year format to Serial format in two ways −

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• Using Format Cells dialog box


• Using Excel DATEVALUE function
Using Format Cells dialog box
• Click the Number tab in the Format Cells dialog box.
• Click General under Category.

Converting Times in Serial Format to Hour-Minute-Second Format

To convert serial time format to hour-min-sec format follow the steps given below −

• Click the Number tab in the Format Cells dialog box


• Click Time under Category.
• Select the Locale. Available Time formats will be displayed as a list under Type.
• Click on a Format under Type to look at the Preview in the box adjacent to Sample.

After choosing the Format, click OK

Converting Times in Hour-Minute-Second Format to Serial Format

You can convert Time in Hour-Minute-Second format to serial format in two ways −

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• Using Format Cells dialog box


• Using Excel TIMEVALUE function
Using Format Cells dialog box
• Click the Number tab in the Format Cells dialog box.
• Click General under Category.

Using Excel TIMEVALUE Function

You can use Excel TIMEVALUE function to convert Time to Serial Number format. You need to enclose
the Time argument in “”. For example,

TIMEVALUE ("16:55:15") results in 0.70503472

Obtaining the Current Time

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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Obtaining Time from Hour, Minute and Second

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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Using Excel DATEVALUE Function

You can use Excel DATEVALUE function to convert a Date to Serial Number format. You need to
enclose the Date argument in “”. For example,

=DATEVALUE ("6/8/2016") results in 42529

Obtaining Today's Date

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:

1. Open Excel and Load Data:


2. Choose Formatting Rules.
3. Apply Conditional Formatting:
4. Visual Comparison
5. Presentation:

Step: 1 Open Excel and Load Data

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:

• Set up workbooks in which several worksheets have a similar format or structure.


• Get information for these worksheets from another worksheet.
• Summarize the results from these worksheets into a summary worksheet.

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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Step 2:Multiple Worksheets with same Structure

Next, you have to setup worksheets for the Region East,North, South,and West, in that order
with same structure.

These four worksheets should have the same structure.

✓ Click the tab East. The East worksheet opens.

✓ 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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In the East worksheet,


• Add the column headers–Sl. No., Month, Product, Price, No. of Units, Total Amount.
• Add the Sl. No.,MonthAprilandthe4ProductNames.
• Format the Table.

The same structure appears in the other worksheets North , South and West.

Step 3: Creating a Formula across Multiple Worksheets


Define names for the price values of the products in the product catalog worksheet. Set the Scope as
Workbook for all the names.

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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them on the from product catalog worksheet.

Step 4: Calculations in the Worksheets


The next step is to fill in the information of No. of Units sold for each Product in each Month and in each
Region. Therefore, you need to work separately on these worksheets.
For each region, for each product -
• Fill No. of Units sold.
• Calculate the corresponding Total Amount as Price*No. of Units.

In each worksheet (East, North, South and West),calculate subtotals month-wise.

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ClicktheOutlineLevel2.Youwill get all month-wise Totals.

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Step 5: Summarizing Data in Multiple Worksheets


✓ Add a worksheet and name it Summary.
✓ Create the structure for Summary worksheet.

✓ Select the worksheet East.


✓ Select the cell G7.
✓ With East tab pressed, click the tab West.
✓ The tabs East to West get selected.
✓ The formula in the formula bar appears as
=sum(‘East:West’!G7)

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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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✓ Copy the formula to the cells C4 to C14.


✓ Click Show Formulas in the Formula Auditing group under the FORMULAS tab.
✓ All the formulas in the column Total Sales appear

This is exactly how you wanted to summarize the results from each region.
✓ Click in the cell C15.
✓ Type =sum(C3:C14)

Your summarized results are ready in the Summary worksheet.

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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:

Step 1: Data Preparation

Step 2: Calculate required data using formula

Step 3: Explore different Charts

Step 4: Analysis using Charts

Step 1: Data Preparation

• Open your Excel spreadsheet.

• Fill up details for Employee Number, Employee Name and Basic Pay

• Add other required columns to be calculated

Step 2: Calculate required data using formula

Use the following formula to calculate all other required data

DA = 40% of Basic Pay

TA = 10% of Basic Pay

HRA = 50% of Basic Pay

EPF = 12 & of Gross Pay

TDS = 10 % of Gross Pay if annual Gross pay exceeds 500000

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Using the above you should be able to fill up the data required and final sheet looks like below

Step 3: Explore Different Charts

Charts are visual representations of data used to make it more understandable. There are different chart

types like Pie Chart, Line Chart, Column Chart etc.

You can see the Charts in Insert section in Excel.

Step 4: Analysis using Charts

Lets analyse the salary of all the employee. we can use the Bar chart for this

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Output Chart looks like below:

SALARY BREAKUP
140000
120000
100000
80000
60000
40000
20000
0

1 459498583 Astha Puri 2 235765887 Bijal Pande 3 433675895 Chirag Sharma


4 243455776 Divya Soni 5 546556877 Erum Rastogi 6 655675687 Farhan Patel
7 465576678 Geet Sahu 8 434476878 Himesh Surya 9 454557678 Imran Abha
10 245766987 Jitendra Pande

Let’s Analyse the Breakup of Gross Pay and Net Pay using Pie Chart.

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Output Chart looks like below:

You can visually see the breakup and if you hover the pointer above each piece of pie it will show you the

numeric values.

NET PAY BREAKUP

EPF TDS NET PAY

GROSS SALARY BREAKUP

BASIC PAY DA TA HRA

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:

Step 1: Data Preparation

Step 2: Calculate required data using formula

Step 3: Explore different Charts

Step 4: Analysis using Charts

Step 1: Data Preparation

• Open your Excel spreadsheet.

• Fill up details for Product Code, Product Name, Product Type, MRP, Discount %, Quantity and

Date of Purchase.

• Add other required columns to be calculated

Step 2: Calculate required data using formula

Use the following formula to calculate all other required data

Net Price = MRP – MRP * Discount %

Total Price = Net Price * Quantity

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Using the above you should be able to fill up the data required and final sheet looks like below

Step 3: Explore Different Charts

Charts are visual representations of data used to make it more understandable. There are different chart

types like Pie Chart, Line Chart, Column Chart etc.

You can see the Charts in Insert section in Excel.

Step 4: Analysis using Charts

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

axis, this is called Combo Chart.

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

Purchase of the Products in another Combo Chart.

Output Chart looks like below:

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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

Total Price Date of Purchase

Let’s Analyze the Breakup of Quantity and Price using Pie Chart.

Output Chart looks like below:

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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

Redmi note Cooker Sofa Soap Paste TV


Rice Bed BT Speaker Oil ToorDal Sugar

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:

Step 1: Data Preparation

Step 2: Calculate required data using formula

Step 3: Create Different Pivot Table

Step 4: Analysis using Charts

Step 1: Data Preparation

• Open your Excel spreadsheet.

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• Fill up details for Order ID, Customer ID, Gender, age, date of order, month, online platform,

Category of product, size, quantity, amount, shipping city.

• Add other required columns to be calculated

Step 2: Calculate required data using formula

Use the following formula to calculate all other required data

Amount = MRP * Quantity

Using the above you should be able to fill up the data required and final sheet looks like below

Step 3: Create Different Pivot Tables

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

Worksheet and click OK.

1. Pivot_CustomerInfo

Lets create a Pivot table with the Customer Information like Customer ID, Gender, Age, Category of

merchandise and Quantity bought

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As shown in the above figure, we can choose what field can go to Row, Column, Value and Filter option

which will determine what your Pivot table will show.

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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Step 4: Analysis using Charts

Now create a chart using the data from the Pivot table created above.

Lets choose the Pivot_Order_City and create a Pie Chart.

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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Lets choose Pivot_CustomerInfo to create a bar chart

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.

Follow these steps to apply an AutoFilter:

1. Select the data you want to filter.

2. Click Data > Filter.

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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Click OK to apply the filter.

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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Thus the overview of Datasets 1and 2 are created.

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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