Practice Video: Creating and Formatting Tables

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Excel Skills for Business: Intermediate I

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Macquarie University

Excel Skills for Business: Intermediate I

1480 classificações

Curso 2 de 4 em Specialization Excel Skills for Business

Spreadsheet software remains one of the most ubiquitous pieces of software used in workplaces across the world. Learning to confidently operate this software means adding a highly valuable asset to your employability portfolio. In the United States alone, millions of job advertisements requiring Excel skills are posted every day. Research by Burning Glass Technologies and Capital One shows that digitals skills lead to higher income and better employment opportunities at a time when digital skills job are growing much faster than non-digital jobs. In this second course of our Excel specialization Excel Skills for Business you will build on the strong foundations of the Essentials course. Intermediate Skills I will expand your Excel knowledge to new horizons. You are going to discover a whole range of skills and techniques that will become a standard component of your everyday use of Excel. In this course, you will build a solid layer of more advanced skills so you can manage large datasets and create meaningful reports. These key techniques and tools will allow you to add a sophisticated layer of automation and efficiency to your everyday tasks in Excel. Once again, we have brought together a great teaching team that will be with you every step of the way. Prashan and Nicky will guide you through each week (and I am even going to make a guest appearance in Week 5 to help you learn about my favourite tool in Excel - shh, no spoilers!). Work through each new challenge step-by-step and in no time you will surprise yourself by how far you have come. This time around, we are going to follow Uma's trials and tribulations as she is trying to find her feet in a new position in the fictitious company PushPin. For those of you who have done the Essentials course, you will already be familiar with the company. Working through her challenges which are all too common ones that we encounter everyday, will help you to more easily relate to the skills and techniques learned in each week and apply them to familiar and new contexts.

Na lição

Tables

Tables, tables, tables. Start with creating, formatting and managing tables and then move on to sorting and filtering tables to get the data you need. Finally, wrap up this module automating your tables to make your work more efficient.

Practice Video: Creating and Formatting Tables5:06

Practice Video: Working with Tables5:53

Practice Video: Sorting and Filtering in Tables6:06

Practice Video: Automation with Tables5:17

Practice Video: Converting to Range and Subtotaling5:19

Week 5 Wrap-Up1:28

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Dr Yvonne Breyer
Director, Learning and Teaching
Faculty of Business and Economics

A new staff member was recently recruited to build up the marketing department.

Uma needs to add this new member to her database.

Now, she's only recently created named ranges for all of her data, and

she wants to make sure that they extend automatically

whenever she adds a new entry.

To do this, she is going to have to convert her range to a table.

And fortunately this couldn't be easier.

All she needs to do is click anywhere in her data.

Never, go to the insert tab, click on table, confirm the dialog box.

And within seconds we've created our table.

Straight away we notice that things look a little bit different.

First off, we can see that the formatting has changed, we have these blue and

white banded rows.

Auto filter buttons have been added at the top of each column, and

we have a brand new ribbon tab called, Table Tools, Design.

Now this is called the contextual ribbon tab and

you will notice that as soon as I click outside of my table, it disappears.

I click back into the table and there it is again.

We can also see that our table has remembered

our conditional formatting rules from earlier.

So that's really good to know.

Let's take a quick look at our ribbon.

On the far left hand side, in the properties for

the table, Excel has given our table a name, Table1.

Now that doesn't mean terribly much to us and

it certainly won't mean anything to us later down the track.

So let's call it HR, for human resources database.

Enter to commit.

I will skip these next two groups for now.

Let's have a closer look at the type of style options.

We can turn the header row on or off.

I certainly want mine on and we can give the first column slightly more emphasis.

We can turn our filter buttons on or off.

I will leave them off for now because right now we don't need them.

We will talk about the total row later on.

But here's also the last column that we can highlight.

And then we can turn off the banded rows and turn on banded columns.

Now you could have both turned on but that doesn't make terribly much sense.

So I think because this is such a large database,

we will leave the banded rows on.

Now lastly, we can choose from a large variety of table styles.

You can hover over them and in the live preview

you can see what your table will look like if you select this particular style.

Now when you pay close attention though,

you can see that our header row isn't changing.

Now, can you guess why that is?

Yes, I thought you might.

We did previously format this, and so the table stars cannot take control of it.

So what we'll do is we will select the row,

go back to our Home tab, and clear the format.

There. And now all that's left to do,

let's go back to the Design tab.

Choose from the table styles

And I think we will go for this medium blue style.

It fits well with the company.

But it also has nice gray and white banded rows.

Fantastic.

Now I think the first column emphasis we don't really need here, so

let's leave it like this.

Fabulous.

Now that was quick and easy.

And because it was so much fun, let's do it one more time.

We'll go to the 'stats' sheet and we go to our department range here.

So, all we need to do, remember, is we need to click anywhere within the range

and this time we are going to use a shortcut, CTRL+T.

There's our Create Table dialog, we confirm

that Excel has selected the correct range and that our table has headers.

Click OK.

And there we go.

Again we can make some changes in the style options.

We shall turn the filter buttons off again.

And this time, because of the size of the table we will select the banded columns,

and I do think it make sense to highlight the first column.

There you go, now that is a very nice looking table.

But you may wish not any of the table styles at all.

You just want the functionality, what you can do

is you can go over back to the Table styles menu and select clear.

And it has now cleared all the table style, but

the functionality of the table remains.

So as you have seen, tables are quick to create and

offer many benefits when it comes to organizing and formatting your data.

In the next few videos, we will explore how tables will help Uma and

you be even more efficient and productive.

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