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Excel exercise - Conference participants — Transcript

by Albert Fornells · 2,943 words · 421 segments · language en · Watch on YouTube

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  1. 0:01Welcome to this video where we are going
  2. 0:04to check different concepts described it
  3. 0:07in the unit called Excel formulas. The
  4. 0:11first thing we are going to check is how
  5. 0:14you can combine information from
  6. 0:16different columns that contains text. In
  7. 0:20this case we are going to create a new
  8. 0:23column called full name. Okay.
  9. 0:26And we it is this column is going to
  10. 0:29include the information from the name as
  11. 0:32well as the surname. For doing that we
  12. 0:34use the amperson operator. So the first
  13. 0:37thing we need to do is select in this
  14. 0:39case Thomas and then we use the amperson
  15. 0:42operator. As you can see when you
  16. 0:45include the amperson symbol between the
  17. 0:47content of two cells basically what you
  18. 0:50get is a new cell that contains a text.
  19. 0:54But here as you can see the na the name
  20. 0:57and the surname are together. There is
  21. 1:00not an extra space between them. And
  22. 1:03this is because when you define the
  23. 1:05equation you are saying please put
  24. 1:08together B2 and C2. If you want to
  25. 1:11include an additional extra space you
  26. 1:14need to say okay let's include an extra
  27. 1:16space. And that's why you need to use in
  28. 1:18this case the empress operator two
  29. 1:21times. The first time for including the
  30. 1:23white space and the second time for
  31. 1:25including the surname. If you apply if
  32. 1:28you click two times in the green square
  33. 1:30the system will reply we apply the same
  34. 1:32equation uh along the whole column.
  35. 1:37Other other interesting operation that
  36. 1:40you can do in Excel formulas is for
  37. 1:42example calculate the age of someone. In
  38. 1:46this case, we are going to create a new
  39. 1:48column called H. And the H is calculated
  40. 1:52as the current day minus the birthday.
  41. 1:57And when you do this difference,
  42. 1:59basically what you get is the number of
  43. 2:02days between these two periods because
  44. 2:05what we need is the number of years. We
  45. 2:08need to divide by 365.25.
  46. 2:11In this case the 25 the 0 25 is because
  47. 2:15the lip year and last and least the
  48. 2:19result must be uh displayed without
  49. 2:24decimals because in general if you are
  50. 2:27asking about the age of someone you
  51. 2:29don't want to you want to get only the
  52. 2:31integer part. So let's do that. So the
  53. 2:34first thing is we get the current day
  54. 2:36and we do minus
  55. 2:41the birthday.
  56. 2:44Okay.
  57. 2:46So we get this number. If uh if you do
  58. 2:50the operation and you see a date is
  59. 2:53because Excel sometimes is assigning the
  60. 2:56date based on the original data. So if
  61. 3:00you see a date no worry just specify a
  62. 3:04this is not a date this is a number once
  63. 3:07we get the number of days we divide this
  64. 3:10amount by 365.25
  65. 3:14okay so we get the h including decimals
  66. 3:18here be careful don't don't use this op
  67. 3:21this elements for removing the decimals
  68. 3:23because what you are doing is rounding
  69. 3:26it's not the same 69.4 24 then 696.
  70. 3:31So in this case if you want to take the
  71. 3:33integral part you need to use the int
  72. 3:36formula.
  73. 3:39So now we get the current h. Now it's
  74. 3:43possible to remove the decimals select
  75. 3:46two times click two times square and we
  76. 3:48get the h. Other interesting thing that
  77. 3:51we can do using Microsoft Excel is using
  78. 3:54the if function. The if function allows
  79. 3:57you to apply a logic. Okay. So in this
  80. 4:01case we are going to get to create a new
  81. 4:03column called uh total expenses level.
  82. 4:07And the idea is if this value is lower
  83. 4:11than 500 then we are going to assign the
  84. 4:14low
  85. 4:16uh label. If the value is between 500
  86. 4:20and 700 then it's going to be height.
  87. 4:23And if it's between 500 and 700 then we
  88. 4:27will assign the category called middle.
  89. 4:30For doing that we can use the ifs
  90. 4:32function. So in this case if s this
  91. 4:35value is lower equal than 100 then we
  92. 4:39write low.
  93. 4:42If the same value is greater than
  94. 4:46700
  95. 4:49then we write height
  96. 4:52and in the rest of options we write
  97. 4:56middle medium.
  98. 4:58It's important to remember that through
  99. 5:00means okay no matter the condition
  100. 5:03please do that.
  101. 5:06So here we get the three different
  102. 5:09levels and the last thing we were
  103. 5:11explaining in this unit was how you can
  104. 5:13use the and and or operators in order to
  105. 5:16apply conditions. So for example if you
  106. 5:19want to check if someone attended the
  107. 5:22three days for example
  108. 5:25uh full attendance
  109. 5:28you can use the and function. The and
  110. 5:30function is checking that when these
  111. 5:33three elements
  112. 5:36this, this and that are through then the
  113. 5:40result is true. In this case, because
  114. 5:42this person didn't attend the first day,
  115. 5:45we get false. But when we drag and drop
  116. 5:48this equation, we can see that in this
  117. 5:50case, we get through because this person
  118. 5:53attended the three days. But sometimes
  119. 5:55we want to check only if at least this
  120. 5:58person attended one day. So in this case
  121. 6:00for example we will create something
  122. 6:02called at least one day.
  123. 6:05Then we can use the or function. The or
  124. 6:08function is going to tell us okay when
  125. 6:12this person attended at least one day.
  126. 6:14So in this case only in this case when
  127. 6:17the person didn't attend we get the
  128. 6:20false value.
  129. 6:22Now we are going to check how to build
  130. 6:25some statistics. For example, let's
  131. 6:27suppose we want to count how many males
  132. 6:29and how many females. So it means that
  133. 6:31we need to focus on this column. So we
  134. 6:34create a new spreadsheet called
  135. 6:36statistics
  136. 6:39and we define male female
  137. 6:47participants
  138. 6:49and percentage of participants.
  139. 6:55Okay. So if we want to count how many
  140. 6:59participants are male, we need to use
  141. 7:01count ifs. So the first parameter
  142. 7:04criteria range one means please select
  143. 7:07which range of cells contains
  144. 7:11the value. So you want to check in this
  145. 7:14case the E column. It's very important
  146. 7:17that after you select the column now you
  147. 7:20include comma or semicolon depending on
  148. 7:23the the location of your computer. Okay?
  149. 7:27Because if you don't include the comma
  150. 7:29the system will change the reference. So
  151. 7:32for example, pay attention if I don't
  152. 7:34include the comma the system is
  153. 7:37highlighting criteria range one. So when
  154. 7:39I click on the statistics I will get an
  155. 7:41error or the system will change the
  156. 7:43value. Okay. So again very important
  157. 7:47first thing you have to do is select the
  158. 7:49information then the comma and now you
  159. 7:52can go back and select in this case the
  160. 7:55value that you're looking for. Okay.
  161. 7:58Now we can click click two times drag
  162. 8:00and drop and it gets the information for
  163. 8:03regarding males and females. Other
  164. 8:06important things to take into account
  165. 8:08please here when you write the condition
  166. 8:11never select the condition from here.
  167. 8:15Let me show you an example. In this
  168. 8:18case, if instead of statistics A2, I
  169. 8:21select for example uh this one,
  170. 8:26we need when I move the equation, we get
  171. 8:29the same result. Why? Because here I'm
  172. 8:32checking this cell and here I'm checking
  173. 8:34this other because here E9 contains male
  174. 8:39and E10 contains also male. Okay. So
  175. 8:43please always when you select the values
  176. 8:45it's extremely important that you select
  177. 8:47the information from the table. So you
  178. 8:50know that always here you have the right
  179. 8:53uh the right labels. Then we get we
  180. 8:56calculate the sum of both values and
  181. 9:00then we can calculate the percentage
  182. 9:02which is basically the number of male
  183. 9:04participants divided by the total
  184. 9:07number.
  185. 9:08Once we do that, if we apply the
  186. 9:10percentage symbol, the system will sorry
  187. 9:13the percentage option, the system is
  188. 9:14going to format the cell as a
  189. 9:17percentage. Format means the system
  190. 9:19multiplies by 100 and it includes the
  191. 9:22percentage symbol. Here, if you want to
  192. 9:25apply the same equation for females, you
  193. 9:29need to block in this case before. Why?
  194. 9:32Because if you drag and drop here, the
  195. 9:35system is going to use this value and
  196. 9:37this value. But you don't want to use
  197. 9:40this empty cell. You want to use 500. So
  198. 9:42in this case, you need to block the row
  199. 9:46number four. Remember, always when you
  200. 9:48block, you're including the dollar
  201. 9:49symbol before
  202. 9:51before the element you want to block.
  203. 9:54Okay. So now we can get the expected
  204. 9:58information. Other operation that could
  205. 10:01be interesting to know is for example
  206. 10:02let's check uh the
  207. 10:06the average of age
  208. 10:13by males and females. So in this case we
  209. 10:16need to use average if s
  210. 10:20the first parameter is average range. So
  211. 10:22you need to select the range of cells
  212. 10:25that contains the elements that you want
  213. 10:27to do the average. In this case, we
  214. 10:30select the new column that we created
  215. 10:32before. Then we select the column that
  216. 10:36contains the condition. And now again
  217. 10:38and as you did before, we need to select
  218. 10:40the male value.
  219. 10:43So in this case we get the average of
  220. 10:46age. We can in this case just uh leave
  221. 10:51uh and use one decimal
  222. 10:55and we can drag and drop. Okay, very
  223. 10:58important in this case we can drag and
  224. 11:00drop for one reason here there are no
  225. 11:03row numbers
  226. 11:05so it works but if for example
  227. 11:09if you when you do the max if s
  228. 11:14if in this case you select
  229. 11:22if in this case you select a range of
  230. 11:24cells
  231. 11:27for selecting
  232. 11:29the age as well as the gender.
  233. 11:35Okay, in this case you need to just or
  234. 11:38yes block these values because when you
  235. 11:40drag and drop as you can see the system
  236. 11:42is updating the row numbers. Okay, so be
  237. 11:45careful with that. Both are correct. You
  238. 11:47can use the whole column or you can use
  239. 11:49a range of cells but always you need to
  240. 11:53understand what you are doing. What I
  241. 11:55recommend is that if here in the list of
  242. 11:58elements you know that at the end there
  243. 12:02is there is no additional information in
  244. 12:05general is easier and quicker to use the
  245. 12:07whole column. But if for any reason
  246. 12:09after this range of cells with
  247. 12:11information there are other additional
  248. 12:14range of cells with other data in order
  249. 12:16to avoid uh wrong uh results then it's
  250. 12:21much better use a range of cells. Okay,
  251. 12:24let's uh do other statistics. For
  252. 12:26example, in this case, let's calculate
  253. 12:28for example how many male and females
  254. 12:31depending the level of the expenses. So
  255. 12:35the first thing we need to do is we
  256. 12:37generate the table.
  257. 12:40Okay, low, medium, and high. Uh again
  258. 12:44one common mistake is that you don't
  259. 12:48write the text as it's included in the
  260. 12:52other places. Uh and for I don't know
  261. 12:56why but in the last years I have
  262. 12:57realized that many of you accidentally
  263. 12:59include here an extra weight space. Be
  264. 13:02careful with this extra weight space
  265. 13:04because the system won't be able to find
  266. 13:07height with an extra white space. Okay.
  267. 13:10So here if you want to count how many
  268. 13:12people how many how many participants
  269. 13:15again count if s the first column
  270. 13:18includes in this case the
  271. 13:23um
  272. 13:25the gender
  273. 13:27we select the gender then we select the
  274. 13:33level level of expenses
  275. 13:37okay
  276. 13:40so This this equation returns how many
  277. 13:44participants are male and at the same
  278. 13:48time they are categorize it as low in
  279. 13:53travel expenses. In this case if you try
  280. 13:55to drag and drop you will get a wrong
  281. 13:59result. Why? Because in this case as you
  282. 14:01can see there are some row numbers 14
  283. 14:05and 13. And when you drag and drop these
  284. 14:08values are updated to 15 and 21.
  285. 14:12So please be careful always if you need
  286. 14:15to create a cross tab table of
  287. 14:18statistics once you create the first
  288. 14:21formula please try to analyze if you can
  289. 14:26write the equation when you drag and
  290. 14:27drop in this direction and then check if
  291. 14:30it works in the other direction. So
  292. 14:33first of all in this case if you are
  293. 14:36going to drag the equation in this
  294. 14:38direction you are changing or you are
  295. 14:41moving across rows. So you need to pay
  296. 14:44attention to the row numbers in this
  297. 14:46case. Here there are not row numbers.
  298. 14:49Here there is a row number 14. It means
  299. 14:52that when you drag and drop, the system
  300. 14:55is going to use A15 instead A14
  301. 15:00because in this case we want to use A15
  302. 15:03because we want to check female. In this
  303. 15:06case, it's fine. I want to allow the
  304. 15:08system to move here. There are no row
  305. 15:11numbers. So I don't I don't need to do
  306. 15:12anything. And but here B3 it's doing a
  307. 15:17reference to low. If we drag and drop
  308. 15:19the system is going to use 35 not low.
  309. 15:23So in this case we need to block 13. Now
  310. 15:26as you can see when you drag and drop
  311. 15:28the system is properly referencing
  312. 15:32the labels. Now if we repeat the same
  313. 15:35process but in the other direction we
  314. 15:38need to pay attention to the same
  315. 15:41problem but in this case considering
  316. 15:43only the columns. In this case here we
  317. 15:46can see E E which is pointing the gender
  318. 15:49but here it's not E it's FF. So it means
  319. 15:53that because we want to use the gender
  320. 15:56column we will need to maintain we need
  321. 15:58to block in this case the the E column.
  322. 16:01Here we see other column in this case
  323. 16:03the A column. A column points to the
  324. 16:07column which includes the labels about
  325. 16:09the gender. Because we want to use male,
  326. 16:12we need to block A14. Otherwise, the
  327. 16:15system will use 35 instead of male. With
  328. 16:19Q, it happens the same. We want to use
  329. 16:21the level of travel expenses. So, we
  330. 16:23need to block Q. But in this case in B,
  331. 16:27we don't need to block. Why? Because
  332. 16:29here I want to use medium. So, I need to
  333. 16:31allow the system to move from this to
  334. 16:33this. Now when I drag and drop the
  335. 16:36equation and drag and drop again the
  336. 16:38equation then we get the right result.
  337. 16:42If we repeat this this for example uh
  338. 16:46total number of participants.
  339. 16:52Now let's suppose uh we want to do the
  340. 16:57same but in do the same but instead of
  341. 16:59counting how many participants I want to
  342. 17:02check the total amount of total expenses
  343. 17:06depending on male female low medium and
  344. 17:08height. In this case we need to repeat
  345. 17:10the same process.
  346. 17:13this case uh total amount of travel
  347. 17:18expenses but in this case we need to use
  348. 17:22sum ifs s because we want to sum all of
  349. 17:26this information. So again here pay
  350. 17:28attention what do you want to what do
  351. 17:30you need to do you need to select as
  352. 17:31first parameter the range of cells that
  353. 17:33you want to use in the sum. So you need
  354. 17:36to look for the travel expenses column.
  355. 17:40Then look for the gender column
  356. 17:44because it's the condition. We select
  357. 17:47male.
  358. 17:48Then we select the level of travel
  359. 17:51expenses.
  360. 17:53And last but not least, we select the
  361. 17:56low. So here this is the total amount of
  362. 17:59travel expenses of all the participants
  363. 18:02that are at the same time male and they
  364. 18:05are categorized as low in the travel
  365. 18:08expenses.
  366. 18:10So if you need to apply the same
  367. 18:12equation in the other elements you need
  368. 18:14to follow the same process as you as we
  369. 18:18did before. So in this case because the
  370. 18:21first movement is in this direction. In
  371. 18:23this direction, we are only moving uh
  372. 18:27numbers, row numbers. So, let's review.
  373. 18:30In this case, there are no row numbers,
  374. 18:32so we don't need to do anything. There
  375. 18:34are no row numbers. We don't need to do
  376. 18:35anything. Here, there is one row number,
  377. 18:38but they want to allow the system to
  378. 18:40move. So, that's fine. Here, there are
  379. 18:42no row numbers. And here, there is one
  380. 18:45row number, which in this case, I need
  381. 18:47to lock. Okay? Because I want to fix the
  382. 18:51low label. So now when I apply the
  383. 18:54equation it's possible to get the other
  384. 18:56result. If now we do the same but in
  385. 18:59this other direction again we need to
  386. 19:02focus but in this case in the columns.
  387. 19:05So we need to repeat the process in P
  388. 19:09in E
  389. 19:11in A
  390. 19:13and in Q as we did before. Now when we
  391. 19:17drag and drop then we get the results.
  392. 19:21If you want to apply some kind of uh
  393. 19:26look and feel style, remember you can do
  394. 19:29it. You can do this using the cell
  395. 19:31styles. Be careful with the option
  396. 19:33format as table because this option is
  397. 19:35not just including colors. It's creating
  398. 19:37an Excel table. This is something we
  399. 19:40will discuss in further sessions. So be
  400. 19:42careful with that. Don't use it. So in
  401. 19:44this case, if I want to use Celest, what
  402. 19:46I can do is select for example the
  403. 19:47titles. I can include them for example
  404. 19:50in this and here I can use for example
  405. 19:55and
  406. 19:57uh a light blue for example here if you
  407. 20:00want to apply the same format for
  408. 20:03example you can select this
  409. 20:06and apply to this because here I was
  410. 20:08rounding and in that I'm not rounding
  411. 20:10that's why the system is removing this
  412. 20:12the previous versions okay uh here again
  413. 20:16you can apply the same style if you
  414. 20:20wish. It's possible to include for
  415. 20:22example uh borders. So it's basically
  416. 20:26play with these options and at the end
  417. 20:29you will get the expected uh result.
  418. 20:33Okay.
  419. 20:35Uh that's all from my side. If you have
  420. 20:38any question don't hesitate to contact
  421. 20:40me. Bye-bye.

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