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Formatting
• Borders are added around cells to:
o Distinguish specific values
o Outline summarized values
o Separate data into ranges of cells.
• A cell style is a defined set of formatting characteristics, such as fonts and font sizes, number formats,
cell borders, and cell shading.
• A number format controls how a value is displayed in a cell.
• The following are number formats in Excel:
o General – the default number format that is applied when a number is typed
o Number – used for the general display of numbers
o Currency – used for the general monetary values and displays the default currency symbol
with numbers
o Accounting – used for monetary values, but it aligns the currency symbols and the decimal
points of numbers in a column
o Date
o Time
o Percentage – multiplies the cell value by 100 and displays the result with a percent (%) symbol
o Fraction
o Scientific – displays a number in exponential notation, replacing part of the number with E+n,
where E (Exponent) multiplies the preceding number by 10 to the nth power. For example,
12345678901 is displayed as 1.23E+10, which is 1.23 times 10 the 10th power.
o Text – displays the content exactly as you type it
o Special – used for tracking lists and database values; used to display a number as a postal code
(ZIP code), phone number, or Social Security numbers
o Custom – allows you to modify a copy of an existing number format code.
• Conditional formatting is applied to easily spot patterns and trends in the data. This makes use of
colors, bars, and icons to visually highlight important values.
Tables
• A table contains related data in a series of worksheet rows and columns.
• The elements of an Excel table are the following:
o Header row – contains the title of each column
o Calculated columns – columns with data that will be used for computation
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o Total row – displays the total of the computation performed on the calculated columns
o Sizing handle – found in the upper-right corner that can be dragged to resize the table.
Charts
• A chart is used to visualize data to create maximum impact on your audience.
• Chart types include the following:
o Column – It displays categories along the horizontal axis and values along the vertical axis.
o Line – Category data is distributed evenly along the horizontal axis, and all value data is
distributed evenly along the vertical axis.
o Pie – This shows the size of items in a single data series proportional to the sum of the items.
The data points in a pie chart are shown as a percentage of the whole pie.
Doughnut – This also shows the relationships of parts to a whole, but it can contain
more than a single data series.
o Bar – This displays categories along the vertical axis and values along the horizontal axis.
o Area – It is used to plot change over time and draw attention to the total value across a trend.
o X Y (Scatter) – This combines x and y values into single data points and shows them in irregular
intervals or clusters. Scatter charts are typically used for showing and comparing numerical
values, like scientific, statistical, and engineering data.
Bubble – This is a scatter chart added with a third column to specify the size of the
bubbles it shows to represent the data points in the data series.
o Map – This compares values and shows categories across geographical regions
o Stock – It shows fluctuations in stock prices. It can also be used for other data, such as daily
rainfall or annual temperatures.
o Surface – It is used to find optimum combinations between two (2) sets of data.
o Radar – This compares the aggregate values of several data series.
o Treemap – It provides a hierarchical view of data and an easy way to compare different levels
of categorization. It displays categories by color and proximity.
o Sunburst – This displays hierarchical data and can be plotted when empty cells exist within
the hierarchal structure.
o Histogram – It shows the frequencies of data within a distribution.
o Box & Whisker – Whisker chart shows the distribution of data into quartiles, highlighting the
mean and outliers. The boxes may have lines extending vertically called “whiskers”.
o Waterfall – This shows a running total of your financial data as values are added or subtracted.
o Funnel – It shows values across multiple stages in a process.
o Combo – It combines two (2) or more chart types to make the data easy to understand,
especially when the data is widely varied.
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Funnel Combo
References:
Parsons, J., Oja, D., Carey, P., and DesJardins, C. (2017). New perspectives Microsoft Office 365 & Excel 2016. USA: Cengage Learning.
Office 365 Training Center. (2018). In Microsoft Office. Retrieved from https://support.office.com/en-us/office-training-center