Excel 2016 from Scratch Exercise

Visualization M, Pivot Table and Chart, Conditional formatting

An Excel tutorial by Peter Kalmstrom

In this demo in the Excel 2016 from Scratch series Peter Kalmstrom starts with an Excel file where color coding has been used to highlight values that are over budget.

Peter advises against using color coding this way. Instead he recommends the more useful conditional formatting, that makes it possible to present the data in a pivot table and a pivot graph.

Exercise

If you want to try the exercise yourself, please download the Excel file Peter uses in the demo.

Content

This is what Peter shows in the demo below:

How to format a range of cells as a table.
How to add a column to the right in a table by writing in a cell to the right of it.
How to filter the values in a column and how to clear the filter.
How to remove color coding of cells.
How to add custom conditional formatting to a range of cells.
How to create a pivot table to summarize data.
How to create a view in a pivot table.
How to insert a chart that visualizes the pivot table view.

Peter uses Excel 2016 for his demo, but the Excel visualization tools are the same for later versions of Excel.

Excel 2016 from Scratch Exercise Visualization M, Pivot Table and Chart, Conditional formatting

An Excel tutorial by Peter Kalmstrom

Exercise

Content

Excel 2016 from Scratch Exercise

Visualization M, Pivot Table and Chart, Conditional formatting