Wiley 978-0-470-48959-8 Datasheet

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Chapter 1: Building and
Maintaining Data Lists
In This Chapter
Understanding what goes into making a data list
Adding data to a data list
Editing records in a data list
Finding records in a data list
Sorting records on values in a data list
Sorting a list on font color, fill color, or cell icons
Subtotaling data in a data list
I
n addition to its considerable computational abilities, Excel is also very
accomplished at maintaining vast collections of related data in what are
referred to as database tables or data lists (which is a little more accurate).
This chapter covers all the basic procedures for creating and then maintain-
ing different types of data lists in the Excel worksheet.
This basic information includes how to design the basic data list and then
format it as a table so that you can add new data to the list without having
to redefine it and can sort its data so that it’s arranged the way you like to
see the information. For data lists that contain numerical data, you also find
out how to subtotal and total the data. For information on how to find data
in the data list and produce subsets of the list with just the data you need,
refer to Book VI, Chapter 2.
Data List Basics
In Excel, a data list or database is a table of worksheet data that utilizes a
special structure. Unlike the other types of data tables that you might create
in an Excel spreadsheet, a data list uses only column headings (technically
known as field names) to identify the different kinds of items that the data
list tracks. Each column in the data list contains information for each item
you track in the database, such as the client’s company name or telephone
number (technically known as a field of the data list). Each row in the data
list contains complete information about each entity that you track in the
data list, such as ABC Corporation or National Industries (technically known
as a record of the data list).
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COPYRIGHTED MATERIAL
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Summary of Contents

Page 1 - COPYRIGHTED MATERIAL

Chapter 1: Building and Maintaining Data ListsIn This Chapter✓ Understanding what goes into making a data list✓ Adding data to a data list✓ Editing re

Page 2 - Designing the basic data list

580Data List Basicsyou click the Find Next button or press Enter, which brings you to Sherry Caulfield’s record, as shown in Figure 1-5. Having locate

Page 3 - Creating calculated fields

Book VIChapter 1Building and Maintaining Data Lists581Data List Basics ✦ Less than or equal to (<=): Finds records the same as the text charac-ters

Page 4

582Data List BasicsEliminating records with duplicate fieldsYou can use Excel’s Eliminate Duplicates feature to quickly find and remove duplicate reco

Page 5

Book VIChapter 1Building and Maintaining Data Lists583Sorting DataSorting DataYou can use the Sort & Filter Data command button on the Ribbon’s Ho

Page 6 - Using the data form

584Sorting DataSorting records on multiple fieldsWhen you need to sort a data list on more than one field, you use the Sort dialog box (shown in Figur

Page 7

Book VIChapter 1Building and Maintaining Data Lists585Sorting DataTo sort records in a data list using the Sort dialog box, follow these steps: 1. Pos

Page 8

586Sorting DataFigure 1-8 illustrates sorting the employee data list first in ascending order by location and then in descending order by salary. For

Page 9

Book VIChapter 1Building and Maintaining Data Lists587Sorting DataFigure 1-9 shows you the Sort dialog box after defining these as the columns on five

Page 10 - Data List Basics

588Sorting DataSorting the columns of a data listYou can use Excel’s column sorting capability to change the order of the fields in a data list withou

Page 11

Book VIChapter 1Building and Maintaining Data Lists589Sorting Data You can’t sort data you’ve formally formatted as a data table in this manner until

Page 12

572Data List BasicsAfter you’ve organized your data into a data list that follows this structure, you can then use a variety of commands on the Ribbon

Page 13 - Sorting Data

590Sorting Data 10. Click the Format as Table command button on the Home tab (or press Alt+HT) and then click a table style from the Light, Medium, or

Page 14

Book VIChapter 1Building and Maintaining Data Lists591Sorting DataSorting a data list on font and fill colors and cell iconsAlthough you normally sort

Page 15

592Subtotaling DataWhen you finish defining all the levels for the sort, click OK to have Excel go ahead and sort the list’s records. You can sort th

Page 16

Book VIChapter 1Building and Maintaining Data Lists593Subtotaling DataHere, I selected the Dept field as the field for which the subtotals are to be c

Page 17

594Subtotaling DataAs you can see in Figure 1-14, when you use the Subtotals command, Excel outlines the data at the same time that it adds the rows w

Page 18

Book VIChapter 1Building and Maintaining Data Lists573Data List Basics 2. Make the first entries in the appropriate columns of the row immedi-ately be

Page 19

574Data List Basics Figure 1-1: Creating an employee data list with the row of field names and first data record. The original formula for calculating

Page 20

Book VIChapter 1Building and Maintaining Data Lists575Data List Basics To avoid losing data or disturbing the layout of data located outside of the da

Page 21

576Data List Basics If you’re adding the Form button to the Quick Access toolbar, you can simply click the Add button to add it to the end of the t

Page 22 - Subtotaling Data

Book VIChapter 1Building and Maintaining Data Lists577Data List Basicsthis point). On the right side of the dialog box, the data form indicates the cu

Page 23

578Data List BasicsNote that the data form does not allow you to select and edit calculated fields (such as the Years of Service field shown in Figure

Page 24

Book VIChapter 1Building and Maintaining Data Lists579Data List BasicsFinding records with the data formYou can use the Criteria button in the data fo

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