2.2 Data Formatting, Manipulation and Calculations

[Virtual Presenter] Data formatting, manipulation, and calculations are crucial aspects of data analysis, and we're about to embark on an exciting journey to explore these concepts..

[Audio] Data preparation is crucial in any data analysis process. Today, we're going to explore the world of data formatting, manipulation, and calculations in Excel. We'll learn how to prepare our data for analysis by applying various techniques. Whether you're new to Excel or looking to improve your skills, this session aims to equip you with the necessary tools to achieve your goals..

[Audio] Data formatting and manipulation are essential steps in preparing data for analysis. By transforming raw data into a more meaningful format, we can make it easier to understand and analyze. In Excel, we can achieve this through various techniques such as filtering, sorting, grouping, and pivoting. These actions enable us to identify patterns, trends, and relationships within our data, ultimately leading to better insights and decision-making. Furthermore, adding calculated columns allows us to create new fields that combine existing data, providing additional perspectives and deeper analysis. This process enhances data preparation, enabling us to extract valuable information from our data..

[Audio] After cleaning and fixing errors in the data, we can use different methods to prepare it for analysis. This includes formatting the data to improve its readability and manipulating it through calculations, new columns, and formulas. These actions aid in understanding the data and recognizing patterns or trends..

[Audio] Data formatting and manipulation are essential steps in enhancing data preparation. By applying various techniques such as filtering, sorting, grouping, and aggregating data, we can transform raw data into a more meaningful and useful format. This enables us to identify patterns, trends, and correlations within the data, making it easier to draw conclusions and make informed decisions. Additionally, calculating fields can also help to create new insights by combining existing data points in creative ways. For example, calculating a field that represents the total cost of a project by multiplying the cost of individual components can provide valuable information about the overall financial impact of the project. By using these techniques, we can significantly improve the quality and usefulness of our data, ultimately leading to better decision-making and improved outcomes..

[Audio] We have previously examined ways to correct errors and cleanse data within the preparation process. To further improve this process, we can format and manipulate data to enable more effective analysis. Various tasks involved in formatting and manipulating data in Excel include adjusting cell formatting, sorting, filtering, and utilizing formulas..

[Audio] Formatting data is crucial in Excel because it makes the data easier to read and understand. There are three main ways to format data in Excel: Cell Formatting, Conditional Formatting, and Data Validation. Cell Formatting allows us to change the appearance of our data by adjusting the number, alignment, font, border, and fill settings. This can help to highlight important information or make the data stand out. Conditional Formatting enables us to apply different formats based on conditions such as values, formulas, or text strings. This can be useful when we need to identify patterns or anomalies in our data. Data Validation, on the other hand, ensures that the data entered into a column meets certain criteria, such as a specific range of values or a particular format. This helps to maintain data integrity and prevent errors. By using these formatting techniques, we can make our data more organized, readable, and reliable..

[Audio] To sort data in Excel, select the range you want to sort, go to the Data tab, and click on "Sort". Choose the column to sort by and the order, either ascending or descending. To filter data, select the range, go to the Data tab, and click on "Filter". Use the filter arrows to sort and filter data within columns. Alternatively, you can use the Filter Function by selecting a cell to return the filtered array of values, writing out the function in the structure "=FILTER(array of value to return, array to filter on = value)", and pressing Enter to apply it. When creating formulas, start with an equal sign (=), write out the function, or use the sigma icon to access built-in functions. Press Enter to apply the formula, and use the fill handle to apply it to all columns, if necessary, such as when using VLOOKUP..

[Audio] Answer: Data formatting and manipulation are essential steps in preparing data for analysis. By adding calculated columns, we can gain deeper insights into our data. We will write formulas to perform mathematical functions such as addition, subtraction, division, and multiplication. With these techniques, we can transform our raw data into meaningful information..

[Audio] Do you have any questions about what we've discussed so far? Please feel free to ask for clarification on anything that's unclear. Let's take a few minutes to address any questions you may have..

[Audio] Data formatting, manipulation and calculations are essential steps in preparing data for analysis. Sorting, filtering, and applying conditional formatting allow us to quickly identify patterns and trends in the data. Calculated fields enable us to perform complex calculations and create new insights. We'll explore these concepts using the Hockey Player Stats dataset. We'll discuss ways to sort the data, apply conditional formatting, and create calculated fields. Let's examine the dataset together..

[Audio] Formatting and manipulating data allows us to prepare the data prior to analysis. We can add calculated fields to gain a deeper understanding of our data. The techniques we apply depend on the data and the needs of the analyst or project..

[Audio] In this demonstration, we're exploring different ways to format our data in Excel. We're starting by changing the format of numbers, dates, and other values. This includes aligning values to the left, right, or center, as well as changing the font and adding borders and colors. We're also looking at conditional formatting, where we can create a color key to highlight specific values. For example, we could create a scale for weight, height, and age, and use different colors to represent different ranges. We're also seeing how to use data validation and drop-down boxes to restrict input and make our data more organized..

[Audio] Sorting our data alphabetically, ascending or descending order, depending on what we need, is our first step. Next, we'll filter our data using the Filter Drop Down method, allowing us to view a specific column, such as showing only players from the United States. Then, we'll use built-in functions like SUM, MAX, MIN, and AVERAGE to calculate some basic statistics. After that, we'll use VLOOKUP to populate the 'Shirt Colour' field based on the data in the 'Lookup Table'..

[Audio] Data formatting and manipulation are essential steps in the analytical process. By applying these techniques, we can transform raw data into a more meaningful and useful format. This enables us to gain valuable insights and draw conclusions that inform our decision-making. In this session, we've explored various methods for formatting and manipulation, including adding calculated fields. These techniques are commonly used in data analysis and are crucial for extracting valuable information from large datasets. As analysts, it's our responsibility to ensure that our data is accurate, reliable, and relevant to our goals. By mastering these skills, we can unlock new possibilities for data-driven decision-making and drive business success..

[Audio] Put learners into break out rooms of approximately four each. Ask them to open the dataset '2.2 Document - Hockey Player Stats Data' from Rise Up. Ask learners to work together, with one learner sharing their screen, but all learners must complete the tasks on their own data set. Refer to and explain what is in the following worksheets in the Excel data set: player stats, lookup table, tasks, and formulas for calculated fields. There are four sets of tasks, so ask each group to show one set of them having been done afterwards with the class. Tell learners they can call you in to the breakout room if they get stuck. Allow at least twenty minutes, more time may be needed..

[Audio] Data formatting and manipulation are essential steps in preparing data for analysis. By applying calculated columns, we can further enhance our data preparation process. This technique allows us to create new columns based on existing data, enabling us to perform more advanced calculations and gain deeper insights into our data. With calculated columns, we can also automate repetitive tasks and reduce errors, making our data analysis more efficient and accurate..

[Audio] Calculated fields can be added by using our own formulas. This can enhance and add more insights to our data, allowing us to gain a deeper understanding of our information. By adding these fields, we can add value to our analysis, making it more comprehensive and meaningful. We will add such fields to our Hockey Player data, transforming it into something more valuable and insightful..

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Any Questions?.

[Audio] Now we will begin our next activity. Open the dataset from the 2.2 Activity - Format and Manipulate Data (Workplace Safety). You will find three worksheets: Safety Data, Lookup Table, and Tasks. The Safety Data is the main data we will be working with, while the Lookup Table contains information used for VLOOKUP functions. The Tasks worksheet outlines the steps you need to take to complete this activity. Once you have finished the tasks, you will have the option to complete the Stretch and Challenge by accessing the Microsoft Learn Training Module..

[Audio] Formatting and manipulating data enables analysts to prepare the data beforehand for analysis. Calculated fields added to the data facilitate a deeper examination. Techniques employed during this session are typical methods for preparing data. Many other approaches exist, and their selection relies on the specific data and requirements of the analyst or project..

[Audio] Formatting and manipulation of data is crucial in the world of data analysis. This is where the actual work begins, as we take our raw data and transform it into something useful. To achieve this, we first need to format our data, ensuring that everything is neat and organized. Once this is done, we can start manipulating the data, using various techniques to extract the required information. Finally, we can calculate new fields, gaining even more valuable insights from our data..

[Audio] Data formatting and manipulation are essential steps in preparing data for analysis. By enhancing data preparation, we can ensure that our data is clean, organized, and ready for further analysis. In this presentation, we've explored various ways to format and manipulate data using Excel, including the application of calculated columns. These techniques enable us to extract valuable insights from our data, making informed decisions easier..