Class 10: Excel Tables and Structured References
Objective
- Understand how to use Excel Tables for
structured data management.
- Learn how to use structured references in
formulas to simplify data analysis.
Topics
1. Creating and
Formatting Tables
Excel Tables are
powerful tools for managing and analyzing data. They allow for better
organization, easier data entry, and automatic data range adjustments.
Steps to Create an
Excel Table:
- Select Your Data:
- Highlight the range of cells containing
your dataset. Make sure the dataset includes headers (column titles) at
the top.
Example Dataset:
| Product | Amount | Quantity |
|---------|--------|----------|
| A | 200
| 10 |
| B | 150
| 5 |
| C | 300
| 8 |
- Insert the Table:
- Navigate to the Insert tab in the
Ribbon.
- Click on Table. A dialog box will
pop up, confirming the range you've selected.
- Create the Table:
- Ensure the checkbox labeled "My
table has headers" is checked if your dataset includes headers.
- Click OK. The data will be
formatted into a table.
- Format Your Table:
- With the table selected, go to the Table
Design tab (which appears on the Ribbon).
- Choose from various styles to format the
table for better visibility and organization.
2. Using Structured
References in Formulas
Structured references
allow you to refer to table data by using the table and column names rather
than standard cell references. This makes formulas easier to read and
understand.
Example of Using
Structured References:
- Suppose you have created a table named Sales
with the columns Amount and Quantity.
To calculate the total
amount from the Sales table:
=SUM(Sales[Amount])
- Breaking Down the Formula:
- Sales: This is the name of the table.
- [Amount]: This refers to the Amount column within
the Sales table.
Benefits of Using
Structured References:
- Dynamic Adjustments: If you add or remove rows from the table,
structured references will automatically adjust.
- Clarity: Formulas are easier to read, especially when dealing with large
datasets.
3. Sorting and
Filtering in Tables
Excel Tables come
equipped with sorting and filtering functionalities, allowing you to manage
data more efficiently.
Steps to Sort Data
in a Table:
- Click on the drop-down arrow in the header
of the column you want to sort.
- Select Sort A to Z (ascending) or Sort
Z to A (descending).
Steps to Filter
Data in a Table:
- Click on the drop-down arrow in the header
of the column you want to filter.
- Uncheck the boxes next to the items you
want to hide from your view.
- Click OK to apply the filter. The
table will display only the rows that meet your filter criteria.
Exercise
1. Convert a
Dataset into an Excel Table:
- Open a new Excel workbook.
- Input the example dataset above.
- Follow the steps outlined to convert this
dataset into an Excel Table.
2. Use Structured
References in Formulas:
- In a new cell below the table, calculate
the following using structured references:
- Total Amount:
=SUM(Table1[Amount])
- Total Quantity:
=SUM(Table1[Quantity])
- Note: Replace Table1 with the actual name
of your table as it appears in Excel.
Conclusion
In this class,
students will learn how to:
- Create and format Excel Tables for better
data management.
- Use structured references to simplify
formulas.
- Utilize sorting and filtering features
within tables to enhance data analysis.