Sorting & Reordering

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Course info

24 lessons / 2 hours

Overview

Hi there, Welcome to this Microsoft Excel BootCamp. Together we’re going to learn how helpful Excel is in nearly every part of our professional lives.

This course is for beginners. You do not need any previous knowledge of Excel. We will stick closely to the powerful built in features of Excel and will not get bogged down in confusing code & complicated formulae.

This training course is project based. We start with a simple company branded invoice and explain how to calculate totals & tax. Using a complex and messy spreadsheet we will clean it up using Excels automatic features. With our new tidy data you’ll learn how easy pivot tables can turn long and hard to understand information into simple tables & beautiful graphs. Before you’re finished you’ll be making helpful drop down menus to help you fill out & sort your financial data. . You will learn how to turn uninspiring profit & loss statements into a good looking, easy to use documents. 


Class projects:

  • Create a quote & invoicing form.

  • Cleaning & formatting messy imported data.

  • Inventory spreadsheet.

  • Pivot tables

  • Regional Sales Report

  • Profit & loss spreadsheet.

  • GST & Tax calculations

  • Graphs for use in Word, PowerPoint, InDesign & Illustrator

  • Creating spreadsheets that work within Word documents.

Who should attend?

  • This course is designed for people who have little or no previous experience in Microsoft Excel. You will start right at the beginning and cover all the basics.

  • Only basic computing skills are necessary - if you can send emails and surf the internet then you’ve found the right training.

  • By the end of the course, you will be producing real world results with Excel.

What do you need?

  • No previous Microsoft Excel experience necessary.

  • You'll need Excel 2016 installed on your laptop. The standard installation of Excel 2016 or the Microsoft Office 365 version is fine.

Course duration 2 hours

Daniel Scott

Daniel Scott

Founder of Bring Your Own Laptop & Chief Instructor

instructor

I discovered the world of design as an art student when I stumbled upon a lab full of green & blue iMac G3’s. My initial curiosity around using the computer to create ‘art’ developed into a full-blown passion, eventually leading me to become a digital designer and founder of Bring Your Own Laptop.

Sharing and teaching are a huge part of who I am. As a certified Adobe instructor, I've had the honor of winning multiple Adobe teaching awards at their annual MAX conference. I see Bring Your Own Laptop as the supportive community I wished for when I was first starting out and intimidated by design. Through teaching, I hope to bring others along for the ride and empower my students to bring their stories, labors of love, and art into the world.
True to my Kiwi roots, I've lived in many places, and currently, I reside in Ireland with my wife and kids.

Downloads & Exercise files

Download Exercise Files Download Completed Files

Transcript

So we've beaten our list into some submission. Now it's looking nice, the formats are the same now, you want to do something basic with the data. Just to grab what we need out of it.

And the easiest way is this 'Sorting & Filtering'. The easy one might be a nice, quick one. Let's say we want to order by-- I'm going to click in where it says 'Cynthia'. And I'm going to say sort 'A-Z', and it just goes through and puts it alphabetically.

Same with last name. Spreads across the rows for you automatically. This is going to be more interesting potentially when we get to the 'Finish Time'. So it can have the person who ran the fastest in this first one.It looks like an even tie against three people. I randomly generated this data. Three way tie for first. Sucks for Kelly Ellis, Irvin, and Doty.

But you can do this for any of them. 'Date' centered, just click 'A-Z', or you can obviously hit 'Z-A' to get it the other way round. 'Sponsorship', same thing. I'm just figuring out who earned the most. So that's one at the top there. Other cool things you can do is-- I've got this one here where it's 'Paid' and 'Unpaid'. So what I want to do is 'Filter' it. It's different than sorting, it's just going to clear the ones I don't need.

So I want to find out everybody who's 'Unpaid' so I can chase them. So, what we can do is, click anywhere in here actually, along the top columns here. Let's go to 'Filter'. And these little drop downs up here, these are really handy, because now I can go along to show-- I'm going to 'unselect' it all and say just the people who are 'Unpaid'. Now I can send these guys a group email to say, "Where's my money?"Especially, Dety Riley. That was 4 grands. This is really handy. Filters, don't worry, it hasn't deleted the data. Just means we need to turn that 'Filter' off. All comes back to life. You can filter by anything. You can-- on terms of timing, these ones here are not going to be as useful. So filtering-- depending on your data, you might have different things. Different departments, different product lines, different clients, those type of things. 'Filter'ing off. All right, so that's sorting and re-ordering your spreadsheet. Making it a little bit more usable.

So that's going to be it for this video. Let's get on to the rest of the tutorial series. Next we do charts and graphs. I love charts and graphs. Let's go do that.

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