lakshay excel project file
lakshay excel project file
Submitted to Submitted by
Dr. Shikha Gupta Lakshay Sabharwal
(Associate Professor) Enrolment no. 00219288822
Batch:-(2022-25)
Date of Submission:-
1
CERTIFICATE
I, Lakshay Sabharwal, Enrolment No. 00219288822 from B.COM(H)-IV Sem of the Lingayas Lalita Devi
Institute of Management & Sciences, Delhi hereby declare that the Project entitled Data Analysis using
spreadsheets, is an original work and the same has not been submitted to any other institute for the award of
any other degree.
Date:
2
ACKNOWLEDGEMENT
I express my sincere gratitude to the worthy Director of Lingaya”s Lalita Devi Institute of Management
& Sciences, for providing me an opportunity of doing this project under his leadership.
I also extend my sincere indebtedness to Dr. Shikha Gupta who provided her valuable suggestion and
precious time in accomplishing my project.
I also take the opportunity to express my sincere gratitude to each and every person , who directly or
indirectly helped me throughout the project and without anyone of them this project would not have been
possible. The immense learning from this project would be indelible forever.
Lakshay Sabharwal
(00219288822)
3
Table of content
Topic Page no
CERTIFICATE 2
ACKNOWLEDGEMENT 3
TABLE OF CONTENTS 4–5
UNIT 1: - 6– 9
INTRODUCTION TO MS EXCEL
a. What is Excel
b. Features of MS Excel
c. Advantages and Limitations
d. How to open MS Excel
UNIT 2: - 9– 16
a. LOGICAL FUNCTIONS
b. STATISTICAL FUNCTION
c. SUM FUNCTION
d. PASTE SPECIAL
e. ABSOLUTE AND REFERENCE
UNIT 3 :-
BASIC COMMANDS
16– 19
a. VLOOKUP FUNCTION
b. HLOOKUP FUNCTION
c. DATE AND TIME FUNCTION
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UNIT 4 :- 19– 34
ADVANCED FUNCTIONS
a. SHOPPING CART
b. DROP DOWN MENU
c. DATA VALIDATION
d. SCENARIO MANAGER
e. DATA FILTERING
f. DATA ANALYSIS
UNIT 5 :- 34 – 38
DATA TABLE
a. PIVOT TABLE
b. PIVO CHART
UNIT 6 :- 38 – 44
UNIT 7 :- 44 – 47
SHORTCUT KEYS
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INTRODUCTION TO MS EXCEL
1.1 What is Excel ?
It is a spreadsheet program developed by Microsoft. Excel organizes data in columns and rows and allows you
to do mathematical functions. It runs on Windows, macOS, Android and iOS.
The first version was released in 1985 and has gone through several changes over the years. However, the main
functionality mostly remains the same.
Analysis
Data entry
Data management
Accounting
Budgeting
Data analysis
Visuals and graphs
Programming
Financial modeling
a. Features of MS Excel
It is the most popular spreadsheet program in the world
It is easy to learn and to get started.
The skill ceiling is high, which means that you can do more advanced things as you become better
It can be used with both work and in everyday life, such as to create a family budget
It has a huge community support
It is continuously supported by Microsoft
Templates and frameworks can be reused by yourself and others, lowering creation costs.
There are 10,48,576 no. of rows ( horizontal lines) and 16,384 no. of columns ( vertical lines ) present in
excel.
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b. How to open MS Excel ?
To open MS Excel from the Start menu, select All Programs » Microsoft Office » Microsoft Office Excel
c. Spreadsheet Details
1. TitleBar: The title bar displays the name of the spreadsheet and application.
2. Toolbar: It displays all the options or commands available in Excel for use.
4. Formula Bar: It is used to display the data entered by us in the active cell. Also, this bar is used to
apply formulas to the data of the spreadsheet.
5. Column Headings: Every excel spreadsheet contains 256 columns and each column present in the
spreadsheet is named by letters or a combination of letters.
6. Row Headings: Every excel spreadsheet contains 65,536 rows and each row present in the
spreadsheet is named by a number.
7. Cell: In a spreadsheet, everything like a numeric value, functions, expressions, etc., is recorded in the
cell. Or we can say that an intersection of rows and columns is known as a cell. Every cell has its own
name or address according to its column and rows and when the cursor is present on the first cell then
that cell is known as an active cell.
8. Cell referring: A cell reference, also known as a cell address, is a way for describing a cell on a
worksheet that combines a column letter and a row number. We can refer to any cell on the worksheet
using cell references (in excel formulae). As shown in the above image the cell in column A and row 1
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is referred to as A1. Such notations can be used in any formula or to duplicate the value of one cell to
another (by using = A1).
9. Navigation buttons: A spreadsheet contains first, previous, next, and last navigation buttons.
These buttons are used to move from one worksheet to another workbook.
10.Sheet tabs: As we know that a workbook is a collection of worksheets. So this tab contains all the
worksheets present in the workbook, by default it contains three worksheets but you can add more
according to your requirement.
Advantages of MS Excel
1.Versatility: Excel allows users to perform various tasks like calculations, data analysis,
charting, and more within a single platform.
2. Ease of Use: Its user-friendly interface makes it accessible to users with varying levels of
expertise. Basic functions can be quickly learned and applied.
3. Data Analysis Tools: Excel provides powerful tools for data analysis, including formulas, functions,
pivot tables, and charts, aiding in insightful data interpretation.
4. Customization: Users can customize Excel through macros, add-ins, and personalized
Disadvantages of MS Excel
1.Limited Data Handling: Excel has limitations in handling large datasets efficiently, leading
to performance issues and potential data loss or corruption.
2. Prone to Errors: Human errors, like incorrect formulas or data input, can occur, leading to
inaccurate results, especially in complex spreadsheets.
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3. Lack of Security: Excel files may lack robust security features, making them vulnerable to
unauthorized access, data breaches, or accidental alterations.
4. Complexity in Complex Tasks: While it's user-friendly for basic tasks, performing complex
operations might require advanced knowledge of formulas, functions, and VBA programming.
Step 1: Click on the top-left, Microsoft office button and a drop-down menu appear.
Step 2: Now select New from the menu.
Step 3: After selecting the New option a New Workbook dialogue box will appear and then in Create tab,
click on the blank Document.
Logical functions are used to compare more than one condition or multiple conditions. It returns the result as
TRUE or FALSE by evaluating the arguments.These functions are used for calculating the result and help to
elect any one of the given data. Based on the
requirement, the contents in the cell are evaluated using the respective logical condition. Here in this tutorial,
the types of Logical Functions used are:
The AND function tests single or multiple conditions. It returns the value true if all the values evaluate to true
and return false if any one of the value evaluates to false.
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Syntax
Figure 1.
2.1.2 OR FUNCTION
The OR function returns the result as True if any arguments evaluate to true and return False if all the arguments
evaluate to False. It acts on multiple testing conditions. It is combined with AND function and IF condition
based on the requirement.
Syntax
1. =OR (logical 1, [logical 2],...)
Figure 2.
NOT is one of the logical functions which return the reversed logical value. An inbuilt function in Excel is used
along with the formula based on the requirement.
Syntax
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1. =NOT (logical value)
Figure 3.
2.1.4 IF FUNCTION
The IF function checks whether a condition is met, and returns one value if true and another value if false.
A nested IF function in Excel is a formula that contains multiple IF functions within it. The nested IF function
allows you to test multiple conditions and return different results depending on the outcome of each test.
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Figure 4.
Figure 5.
The AVERAGE() function focuses on calculating the average of the selected range of cell values.
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Figure 6.
The function COUNT() counts the total number of cells in a range that contains a number. It does not
include the cell, which is blank, and the ones that hold data in any other format apart from numeric.
Figure 7.
The MIN function will return the smallest numeric value within a given set of data or an array.
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Figure 8.
The MAX function will return the largest numeric value within a given set of data or an array.
Figure 9.
The SUM() function, as the name suggests, gives the total of the selected range of cell values. It performs
the mathematical operation which is addition.
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Figure 10.
When you copy text that has different formatting into an Office program, the program, such as PowerPoint or
Word, automatically reformats that text to match the text of the destination. However, you can use Paste
Special to maintain the original formatting or paste it as a link or a picture.
Click the first cell in the area where you want to paste what you copied. On the Home tab, under Edit, click
Paste, and then click Paste Special. Paste all cell contents and formatting, including linked data. Paste only the
formulas as entered in the formula bar.
Figure 11.
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2.5 ABSOLUTE AND REALATIVE REFERENCE:-
There are two types of cell references: relative and absolute. 1. Relative References 2. Absolute references
They behave differently when copied and filled to other cells. Relative references change when a formula
is copied to another cell. Absolute references, on the other hand, remain constant no matter where they are
copied
Figure 12.
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Figure 13.
3. BASIC COMMANDS
The VLOOKUP function is used when we have a set of vertical data. It allows us to search a range of data
references with columns, and retrieves the right information we are looking for.
Formula :-
=VLOOKUP(lookup value, range containing the lookup value, the column number in the range containing
the return value, Approximate match (TRUE) or Exact match (FALSE))
lookup_value: The value for which we are trying to retrieve the result from
the table_array (2nd argument). It is a mandatory argument.
table_array: It will be either range or table_array where we search for the lookup_value. It is a
mandatory argument.
col_index_num: In a given table_array, it is the column we are looking for the result. It is a mandatory
argument.
[range_lookup]: In this optional argument, we need to specify the kind of match we need:
o 0 or FALSE – It will search for the exact match of the lookup_value in the table_array. If
nothing is specified, 1 or TRUE will be the default mode.
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o 1 or TRUE – It will search for the approximate match of the lookup_value in the table_array
Figure 14.
3.1.2 HLOOKUP
The HLOOKUP function is used when we have a set of horizontal data. It allows us to search a range of data
references with rows, and retrieves the right information we are looking for.
Formula:-
=HLOOKUP(lookup_value, table_array, row_index_num, [range_lookup])
lookup_value: The value for which we are trying to retrieve the result from
the table_array (2nd argument). It is a mandatory argument.
table_array: It will be either range or table_array where we search for the lookup_value. It is a
mandatory argument.
row_index_num: In a given table_array, it isthe row we are looking for the result. It is a mandatory
argument.
[range_lookup]: In this optional argument, we need to specify the kind of match we need:
o 0 or FALSE – It will search for the exact match of the lookup_value in the table_array. If nothing
is specified, 1 or TRUE will be the default mode.
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o 1 or TRUE – It will search for the approximate match of the lookup_value in the table_array.
Figure 15.
3.2.2 TODAY
The TODAY() function returns today's date, exactly as its name suggests.
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Figure 16.
3.2.3 NOW
NOW() function returns the current date and time. As well as TODAY, it does not have any arguments. If you
wish to display today's date and current time in your worksheet.
Figure 17.
4. ADVANCED FUNCTIONS
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from the “inventory”. This information is displayed on the “Shopping Cart”. When the field “Quantity” is
updated, the total price gets populated with correct values.
Figure 17.
2. Multiply the two cells under QUANTITY and PRICE i.e. G3*H3 in the cell I3.
Figure 18.
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Figure 19.
3. Now write the formula of Vlookup in the cell H4 under the Price.
Figure 20.
As now the Shopping Cart is ready to use .
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Figure 21.
1. Select the cell in the worksheet where you want the drop-down list.
2. Go to the Data tab on the Ribbon, then Data Validation .
3. On the Settings tab, in the Allow box, click List .
4. Click in the Source box, then select your list range. We put ours on a sheet, in range C2:C5
Figure 22.
Now the drop down menu has added.
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Figure 23.
Here is another example of creating drop down menu in which we are selecting the all the items listed in the
sheet.
1. Go to the Data> Data Validation
2. Select Data Validation then Data Validation Dialog box will appear.
3. Now go to the settings in the appeared dialog box and select OPTION- “LIST” in Allow.
4. Then select the cells (A2:A23) in the SOURCE option
5. Then Click OK.
Figure 24.
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6. Now the dialog box appeared as shown in this figure.
Figure 25.
Data validation in Excel is a technique that restricts user input in a worksheet. It is often used to limit user entry.
Settings Tab The
settings tab is where you enter the validation criteria. There are eight options available to validate for user input:
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Figure 25.
Now, when you try to enter the value beyond the range, you will get an error message.
Now that we are familiar with the basic concepts, let’s look at a step-by-step process to implement data
validation in excel.
Figure 26.
Figure 27.
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Figure 28.
Figure 29.
Step 5 - Click Ok
Click OK. Now, if you try entering a value outside the specified range (10, 50), it will result in an error.
A Scenario is a set of values that Excel saves and can substitute automatically on your worksheet. You can
create and save different groups of values as scenarios and then switch between these scenarios to view the
different results.
If several people have specific information that you want to use in scenarios, you can collect the information in
separate workbooks, and then merge the scenarios from the different workbooks into one.
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After you have all the scenarios you need, you can create a scenario summary report that
incorporates information from all the scenarios.
Scenarios are managed with the Scenario Manager wizard from the What-If Analysis group on the Data tab.
1. Assume that your worst case budget scenario is Gross Revenue of 50,000 and Costs of Goods Sold of 13,200,
leaving 36,800 in Gross Profit. To define this set of values as a scenario, you first enter the values in a
worksheet, as shown in the following illustration:
2. You then use the Scenario Manager dialog to save these values as a scenario. Goto the Data tab > What-If
Analysis > Scenario Manager > Add.
Figure 30.
3. In the Scenario name dialog, name the scenario Worst , and specify that cells B2 and B3 are the values that
change between scenarios.
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4.7 DATA FILTERING
Use filters to temporarily hide some of the data in a table, so you can focus on the data you want to see.
Figure 31.
Figure 32.
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4. Select Text Filters or Number Filters, and then select a comparison, like Between.
Figure 33.
4.8 When you Create and format tables, filter controls are automatically added to the
table headers.
STEPS:-
1. Select the column header arrow for the column you want to filter.
2. Uncheck (Select All) and select the boxes you want to show.
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Figure 32.
4.Click OK.
Figure 33.
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4.9 DATA ANALYSIS
How to activate data analytics tool pack ?
Step 1.Click the File tab, click Options, and then click the Add-Ins category.
Figure 34.
Step 2.In the Manage box, select Excel Add-ins and then click Go. ...
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Figure 35.
Step 3.In the Add-Ins box, check the Analysis ToolPack check box, and then click OK.
Figure 36.
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5.DATA TABLE
5.1 PIVOT TABLE
Pivot tables are among the most useful and powerful features in Excel. We use them in summarizing the data
stored in a table. They organize and rearrange statistics (or "pivot") to
draw attention to the valuable facts.
Figure 37.
Step 1. Put your data in unique columns. This is the most important steps as if your data is not in correct manner
you will nit get the desired results .
Figure 38.
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Step 2. Insert a pivot table: Go to the "Insert" tab in the Excel ribbon and click on the "PivotTable" button. This
will open the "Create PivotTable" dialog box.
Figure 39.
Srep 3. Choose your data source: In the dialog box, Excel will automatically detect the range of your selected
data. Ensure that the correct range is displayed under "Select a table or range."
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Figure 40.
Here are some questions related to the data given above–
Question 1.- How many items were sold by each company in a year
Figure 41.
Question 2- show the average discount percentage per sales person.apply the external filter that will show
only Sales made in Columbia . sort the result in ascending order . who is the best sales agent?
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Figure 42.
Question 3- create a report detailing the $ sales by region , country & store, in the following format:
Region country store sale.
Figure 43.
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5.2 PIVOT CHART
Pivot chart in excel is an in-built program tool that helps you summarize selected rows and columns of data in a
spreadsheet. The visual representation of a PivotTable or any tabular data helps summarize and analyze the
datasets, patterns, and trends.
Figure 44.
In the above image , you can see the pivot chart which is made from the data in the pivot table
Here , we have only selected country and item column and only 6 countries are choosen to be shown in the
graph.
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Excel offers the following major chart types −
Column Chart
Line Chart
Pie Chart
Doughnut Chart
Bar Chart
Area Chart
XY (Scatter) Chart
Bubble Chart
Stock Chart
Surface Chart
Radar Chart
Combo Chart
We can find the Charts group under the Insert tab on the Ribbon.
Figure 45.
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Figure 46.
Figure 46
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6.3 STEPS TO MAKE CLUSTERED COLUMN
Step 1: Select the required data in which we have to insert the bar chart.
Step 2: On the insert on the ribbon display options icon on the top right corner of your document.
Step 3: Select 2D column.
Step 4: Click on the clustered Column.
Figure 47
Step 1: Select the required data in which we have to insert the bar chart.
Step 2: On the insert on the ribbon display options icon on the top right corner of your document.
Step 3: Select 2D bar chart.
Step 4: Click on the stacked bar.
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Figure 48.
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Figure 49.
Figure 50.
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6.7 STEPS TO MAKE 100% STACKED COLUMN
Step 1: Select the required data in which we have to insert the bar chart.
Step 2: On the insert on the ribbon display options icon on the top right corner of your document.
Step 3: Select 2D column.
Step 4: Click on the 100% stacked column.
Figure 51.
7. SHORTCUT KEYS
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Remove cell contents. Delete
2 CTRL+1 This shortcut will open the Format Cells dialog window.
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the specified cell(s).
7 CTRL+SHFT+# This shortcut will apply the Date format with the
dd/mm/yyyy (day, month, and year).
8 CTRL+SHFT+@ This shortcut will apply the Time format to the selected
cell(s) with the hour and minute, and AM or PM.
14 CTRL+9 This shortcut will hide the selected rows from your
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Excel worksheet.
15 CTRL+SHFT+( (opening This shortcut will unhide any hidden rows within the
parenthesis) selected cell(s).
16 CTRL+0 (zero) This shortcut will hide the selected columns from your
Excel worksheet.
17 CTRL+SHFT+) (closing This shortcut will unhide any hidden columns within the
parenthesis) selection.
19 CTRL+SHFT+_ This shortcut will exclude the outline border from the
selected cells.
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