Excel Data Analysis For Dummies

Excel Data Analysis For Dummies
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Turn jumbles of numbers into graphics, insights, and answers with Excel With Microsoft Excel, you can, well, excel at data analysis. And Excel Data Analysis For Dummies can help, with clear and easy explanations of the mountain of features for creating, visualizing, and analyzing data. PivotTables, charts, what-if analysis, statistical functions—it's all in here, with examples and ideas for Excel users of all skill levels. This latest edition covers the most recent updates to Excel and Microsoft 365. You'll beef up your data skills and learn powerful techniques for turning numbers into knowledge. For students, researchers, and business professionals, Excel is the spreadsheet and data application of choice—and Dummies is the best choice for learning how to make those numbers sing. Learn how to use Excel's built-in data analysis features and write your own functions to explore patterns in your data Create striking charts and visualizations, and discover multiple ways to tell the stories hidden in the numbers Clean up large datasets and identify statistical operations that will answer your questions Perform financial calculations, database operations, and more—without leaving Excel Excel Data Analysis For Dummies is the go-to resource for Excel users who are looking for better ways to crunch the numbers.

Оглавление

Paul McFedries. Excel Data Analysis For Dummies

Excel® Data Analysis For Dummies® To view this book's Cheat Sheet, simply go to www.dummies.com and search for “Excel Data Analysis For Dummies Cheat Sheet” in the Search box. Table of Contents

List of Tables

List of Illustrations

Guide

Pages

Introduction

About This Book

What You Can Safely Ignore

Foolish Assumptions

Icons Used in This Book

Beyond the Book

Where to Go from Here

Getting Started with Data Analysis

Learning Basic Data-Analysis Techniques

What Is Data Analysis, Anyway?

Cooking raw data

Dealing with data

Building data models

Performing what-if analysis

Analyzing Data with Conditional Formatting

Highlighting cells that meet some criteria

Showing pesky duplicate values

Highlighting the top or bottom values in a range

Analyzing cell values with data bars

Analyzing cell values with color scales

Analyzing cell values with icon sets

Creating a custom conditional-formatting rule

HIGHLIGHT CELLS BASED ON A FORMULA

Editing a conditional-formatting rule

Removing conditional-formatting rules

Summarizing Data with Subtotals

Grouping Related Data

Consolidating Data from Multiple Worksheets

Consolidating by position

Consolidating by category

Working with Data-Analysis Tools

Working with Data Tables

Creating a basic data table

Creating a two-input data table

Skipping data tables when calculating workbooks

Analyzing Data with Goal Seek

Analyzing Data with Scenarios

Create a scenario

Apply a scenario

Edit a scenario

Delete a scenario

Optimizing Data with Solver

Understanding Solver

The advantages of Solver

When should you use Solver?

Loading the Solver add-in

Optimizing a result with Solver

Adding constraints to Solver

Save a Solver solution as a scenario

Introducing Excel Tables

What Is a Table and Why Should I Care?

Building a Table

Getting the data from an external source

Converting a range to a table

Basic table maintenance

Analyzing Table Information

Displaying simple statistics

Adding a column subtotal

Sorting table records

Filtering table records

Clearing a filter

Turning off AutoFilter

Applying a predefined AutoFilter

Applying multiple filters

Applying advanced filters

Grabbing Data from External Sources

What’s All This about External Data?

Exporting Data from Other Programs

Importing External Data into Excel

Importing data from an Access table

Importing data from a Word table

Introducing text file importing

Importing a delimited text file

Importing a fixed-width text file

Importing data from a web page

Importing an XML file

Querying External Databases

Defining a data source

Querying a data source

Analyzing Table Data with Functions

The Database Functions: Some General Remarks

Retrieving a Value from a Table

Summing a Column's Values

Counting a Column’s Values

Averaging a Column's Values

Determining a Column’s Maximum and Minimum Values

Multiplying a Column’s Values

Deriving a Column’s Standard Deviation

Calculating a Column’s Variance

Analyzing Data Using PivotTables and PivotCharts

Creating and Using PivotTables

Understanding PivotTables

Exploring PivotTable Features

Building a PivotTable from an Excel Range or Table

Creating a PivotTable from External Data

Building a PivotTable from Microsoft Query

Building a PivotTable from a new data connection

Refreshing PivotTable Data

Refreshing PivotTable data manually

Refreshing PivotTable data automatically

Adding Multiple Fields to a PivotTable Area

Pivoting a Field to a Different Area

Grouping PivotTable Values

Grouping numeric values

Grouping date and time values

Grouping text values

Filtering PivotTable Values

Applying a report filter

Filtering row or column items

Filtering PivotTable values

Filtering a PivotTable with a slicer

Performing PivotTable Calculations

Messing around with PivotTable Summary Calculations

Changing the PivotTable summary calculation

Trying out the difference summary calculation

Applying a percentage summary calculation

Adding a running total summary calculation

Creating an index summary calculation

Working with PivotTable Subtotals

Turning off subtotals for a field

Displaying multiple subtotals for a field

Introducing Custom Calculations

Formulas for custom calculations

Checking out the custom calculation types

Understanding custom calculation limitations

Inserting a Custom Calculated Field

Inserting a Custom Calculated Item

Editing a Custom Calculation

Deleting a Custom Calculation

Building PivotCharts

Introducing the PivotChart

Understanding PivotChart pros and cons

Taking a PivotChart tour

Understanding PivotChart limitations

Creating a PivotChart

Creating a PivotChart from a PivotTable

Embedding a PivotChart on a PivotTable’s worksheet

Creating a PivotChart from an Excel range or table

Working with PivotCharts

Moving a PivotChart to another sheet

Filtering a PivotChart

Changing the PivotChart type

Adding data labels to your PivotChart

Sorting the PivotChart

MANUALLY SORTING DATA SERIES OR CATEGORIES

Adding PivotChart titles

Moving the PivotChart legend

Displaying a data table with the PivotChart

Discovering Advanced Data-Analysis Tools

Dealing with Data Models

Understanding Excel Data Models

Creating a relationship between tables

Importing related external data tables

Basing a PivotTable on multiple, related tables

Managing a Data Model with Power Pivot

Enabling the Power Pivot add-in

Adding a table to the Data Model

Importing related tables from an external data source

Viewing table relationships

Viewing relationship details

Creating a relationship between tables with Power Pivot

Creating a relationship by choosing columns

Creating a relationship in diagram view

Refreshing the Data Model

Transforming Data

Creating a PivotTable or PivotChart from Your Data Model

Tracking Trends and Making Forecasts

Plotting a Best-Fit Trend Line

Calculating Best-Fit Values

USING LINEST TO GET EXACT VALUES FOR THE REGRESSION EQUATION

Plotting Forecasted Values

Extending a Linear Trend

Extending a linear trend using the fill handle

Extending a linear trend using the Series command

Calculating Forecasted Linear Values

Plotting an Exponential Trend Line

Calculating Exponential Trend Values

USING LOGEST TO GET EXACT VALUES FOR THE EXPONENTIAL REGRESSION EQUATION

Plotting a Logarithmic Trend Line

Plotting a Power Trend Line

Plotting a Polynomial Trend Line

Creating a Forecast Sheet

Analyzing Data Using Statistics

Counting Things

Counting numbers

Counting nonempty cells

Counting empty cells

Counting cells that match criteria

Counting cells that match multiple criteria

Counting permutations

Counting combinations

Averaging Things

Calculating an average

Calculating a conditional average

Calculating an average based on multiple conditions

Calculating the median

Calculating the mode

Finding the Rank

Determining the Nth Largest or Smallest Value

Calculating the nth highest value

Calculating the nth smallest value

Creating a Grouped Frequency Distribution

Calculating the Variance

Calculating the Standard Deviation

Finding the Correlation

Analyzing Data Using Descriptive Statistics

Loading the Analysis ToolPak

Generating Descriptive Statistics

Calculating a Moving Average

Determining Rank and Percentile

Generating Random Numbers

Creating a Frequency Distribution

Analyzing Data Using Inferential Statistics

Sampling Data

Using the t-Test Tools

Performing a z-Test

Determining the Regression

Calculating the Correlation

Calculating the Covariance

Using the Anova Tools

Performing an f-Test

The Part of Tens

Ten Things You Ought to Know about Statistics

Descriptive Statistics Are Straightforward

Averages Aren’t So Simple Sometimes

Standard Deviations Describe Dispersion

An Observation Is an Observation

A Sample Is a Subset of Values

Inferential Statistics Are Cool But Complicated

Probability Distributions Aren't Always Confusing

Uniform distribution

Normal distribution

Parameters Aren't So Complicated

Skewness and Kurtosis Describe a Probability Distribution’s Shape

Confidence Intervals Seem Complicated at First But Are Useful

Ten Ways to Analyze Financial Data

Calculating Future Value

Calculating Present Value

Determining Loan Payments

Calculating a Loan Payment's Principal and Interest

Calculating Cumulative Loan Principal and Interest

Finding the Required Interest Rate

Determining the Internal Rate of Return

Calculating Straight-Line Depreciation

Returning the Fixed-Declining Balance Depreciation

Determining the Double-Declining Balance Depreciation

Ten Ways to Raise Your PivotTable Game

Turn the PivotTable Fields Task Pane On and Off

Change the PivotTable Fields Task Pane Layout

Display the Details Behind PivotTable Data

Apply a PivotTable Style

Create a Custom PivotTable Style

Preserve PivotTable Formatting

Rename the PivotTable

Turn Off Grand Totals

Reduce the Size of PivotTable Workbooks

Use a PivotTable Value in a Formula

Glossary of Data Analysis and Excel Terms

Index. Symbols

A

B

C

D

E

F

G

H

I

K

L

M

N

O

P

Q

R

S

T

U

V

W

X

Y

Z

Author Bio

Dedication

Acknowledgments

WILEY END USER LICENSE AGREEMENT

Отрывок из книги

The world is bursting at the seams with data. It’s on our computers, it’s in our networks, it’s on the web. Some days, it seems to be in the very air itself, borne on the wind. But here’s the thing: No one actually cares about data. A collection of data — whether it resides on your PC or some giant server somewhere — is really just a bunch of numbers and text, dates and times. No one cares about data because data doesn’t mean anything. Data isn’t cool. You know what’s cool? Knowledge is cool. Insight is cool.

So how do you turn data into knowledge? How do you tweak data to generate insight? You need to organize that data, and then you need to sort it, filter it, run calculations on it, and summarize it. In a word, you need to analyze the data.

.....

To get the type of data analysis you prefer, follow these steps to create a custom conditional-formatting rule and apply it to your range:

FIGURE 1-6: Use the New Formatting Rule dialog box to create a custom rule.

.....

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