Microsoft 365 Excel Beginner (2023): Managing Data

Name: Microsoft 365 Excel Beginner (2023): Managing Data
Author: Bob Akbar

Learn about the proper representation of Excel data

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Course: On-Demand

Hello, my name is Bob Akbar, and in these lessons we will learn Managing Data. You will learn data types, formatting cells and data tables. In this lesson, we will discuss data types and the unique methods of defining your data to best calculate and display. Let us start with the obvious problem. Here you will notice we move the. Mouse over the cell. There is a value of eleven one 2023. The formula is C One. However, when we display it, it does not show up. The way to fix this problem is. You bring your mouse up here, you get a two sided arrow. You click on the left mouse button. And you can drag it over and it becomes bigger. Now you will notice it says Date. And it's just a generic date. When we drop down our data types. We have short date, long date time and more formats. So let's go ahead and do the long date. And once again we run into the same problem where the data is not fitting. We'll go up here, get our two sided arrow, click the left mouse button and drag this over. And here we are. So with the long date, it gives us the name of the actual weekday, as well as the name of the. Month and the year. If we change this to short date, it simply gives us the same way. That we have it displayed month, day and year. For our purposes. For this data, we're going to go with the long date. Next you will notice the sales and the percent commission. Now eight tenths of a cent. Unlike gas stations where they give you. A fraction, this cannot actually realistically be. A reasonable number to use in calculations. So when we click on this and. We go to our data types, you will notice that we have accounting and currency. Since this is more of an accounting issue, since we are calculating people's pays. And commissions, we will use the accounting and it automatically gives us what it. Considers to be the correct. Using the accounting practices, we can do. The same thing with the sales. Now, if we left this as a general number or went to just general, you will notice there are two options. For us to fix the display, we can increase the decimal or decrease the. Decimal. And if we decrease it, we. Can also fix the number that way. However, I highly recommend that you use the predefined methods. These are the best practices and you use the accounting function for this. Next, we are going to talk about text displays. And you will notice we have a formula here where we have taken C Six, which is John Adams, and we have trimmed from the left one, which gave us the A, and we took. Four, which gave us John. Plus we put the ampersand sign and. We put a comma and a space in between. Now we can drag this down and. It will automatically go to c seven, c eight and C nine. And you will notice now Jane is fine because her first name has four letters. However, William has turned into Liam, and. I'm sure William would not be happy with that. So what we do is we count 123-4567 and we can change it here in the formula from four characters on the right to seven. And William is there full first name. Next, we have the same problem with Elaine and she needs one more. So she needs five characters from the right. And there we are. Now, they were all at the same conference. So what we're going to do is. We'Re going to use the same thing. For the date. And we're going to. Go and change that to the long date. Next, Williams sale was on the 15. December. And we will change that display. As a long date. And finally we have Elaine. Who had. Her sale on the 1 December. And. We'Ll change the formatting to long date. So now we have two Wednesdays and two Fridays. We'll put in some sales numbers. And. The commission percentage will be the same. So we can drag down the formula. And you notice how the display formatting and the data formatting carried down when we dragged it. And for these guys, we will change it to accounting. And there it is. Now, if we want to figure out the day versus the date average. So now we can do Wednesday. And. Our Wednesday average sales are and please. Remember the order of operations. Or we can use the average function. And we can average the first number. Comma the second number. Those are for Wednesday. And again we get this display issue, very common in Excel. Sometimes if you change the data type, it will automatically fix it for you, sometimes it does not. So let's go to accounting and it. Still did not change it for us. So we're going to get our double. Arrow and extend that out. Next, let's do Friday. And we'll use. The average function again. And first number comma, second number parentheses, closed and enter. And there it is. So obviously, if we take a look. At this data now, we can tell that Wednesdays are a better day for. Us to go to conventions rather than Fridays. Stay tuned for the next lesson where we will talk about formatting cells, rows and columns us. Thanks for watching. Bye.

Beginner Provider : Bob Akbar 3 Lessons · 24m in Arabic, German, English, Spanish, French, Portuguese, Chinese

Course Description

Excel provides a wide range of display options and data types and tools, enabling professional display and data integrity. There are many easy methods for changing how data is displayed, whether you are working with text, numbers, or dates. This course explores the different data types and how to adjust cell sizes, you can store and present data in a professional manner.

When using proper formatting, you can select rows, columns, or groups of cells as needed. When combined with color coding, you can properly define the header from the data in an easy-to-identify manner. Finally, the relational database model is a must for beginner users to build a proper understanding of Excel. As data sizes increase, more summaries are needed. In these cases, data security and privacy become an issue. As an essential skill, you will learn how to separate different tables into sheets. While displaying results, you will also build an understanding of how to reference cells on other worksheets.

What You'll Learn

Identify Excel formatting options for displaying text, numbers, and dates professionally
Define the different Excel data types and how data is displayed
Recognize common Excel display errors
Adjust cell sizes and format cells, rows, columns, or groups of cells
Apply color coding to distinguish headers from data for easy identification
Separate different tables into sheets and reference cells on other worksheets

Key Takeaways

Excel provides a wide range of display options, data types, and tools that enable professional display and data integrity.
Proper formatting lets you select rows, columns, or groups of cells and, combined with color coding, clearly define headers from data.
Understanding the relational database model helps beginner users build a proper foundation in Excel.
As data sizes increase and more summaries are needed, data security and privacy become important considerations.
Separating tables into sheets and referencing cells on other worksheets are essential skills for managing larger data.

Frequently Asked Questions

Who is this course for?

It is aimed at beginner users of Microsoft 365 Excel (2023) who want to build a proper understanding of managing and displaying data, including the relational database model.

What topics does this course cover?

It covers Excel data types, formatting cells and adjusting cell sizes, and working with data tables, including separating tables into sheets and referencing cells on other worksheets.

What skills will I gain?

You will work with Microsoft Excel and spreadsheets to develop skills in data management, data manipulation, and graphical data display within Microsoft 365.

What are the learning objectives?

By the end you will be able to identify Excel formatting options, define Excel data types, and recognize common Excel display errors.