Excel Data Validation, Filters, Grouping

In this tutorial, we are going to cover the following topics.

Data validation

Data validation is very important in the sense that it helps us avoid mistakes that can be avoided. Let's assume you are recording student exam marks and you know the minimum is 0 and the maximum is 100. You can take advantage of validation features to ensure that only values between 0 and 100 are entered.

Add a new sheet in your workbook by clicking on the plus button at the bottom of the worksheet.

Add a column for S/N, Name and Score. Your sheet should look as follows

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S/NNameScore1Jane
2James
3Jones
4Jonathan
5John

Click on the DATA tab
Select the cells C2 to C6 (The cells that will be used to record the scores)

Click on Data validation drop down list.
Click on Data validation.

You will get the following dialogue window

Click on Error Alert tab
Enter the alert title and message as shown in the diagram below.

Click on OK button
Try to enter a score greater than 200. You will get the following error message

Data filters

Data filters allow us to get data that matches our desired criteria. Let's say we want to show the results of all the students whose names start with "ja" or get scores that are less than, greater than or equal to a certain value, we can use filters to get such data.

Select the name and scores columns as shown below

Click on DATA tab on the ribbon
Click on Sort & Filter drop down list as shown in the image below

Click on the Name Filter
Select text filters
Select begins with
You will get the following window.

Enter "ja" and click on "OK" button
You should be able to see only the results for Jane and James.

Group and Ungroup

Groups allow us to view easily and hide unnecessary details from either columns or rows. In addition to that, we can also use groups to analyse data that belongs to a common category. Let's illustrate this with an example. We will use the student scores example above.

Right click on the score and select insert column. Name the name column gender.
Change James to Juanita. Put female for Janet and Juanita. Put male for the rest of the students. You sheet should look as follows.

We will now group the females together and display their average score and do the same for the males.

Click on DATA tab on the ribbon
Select all the columns and rows with data
Click on Group drop down button as shown in the image below

You will get the following window

Make sure Rows options is selected
Click on OK button
You will get the following preview

We will now calculate the average scores for females and males
Select the whole data as shown below

Click on Subtotal drop down button under DATA tab

You will get the following window

Set "At each change" into gender
Set "Use function" to average
Select "Add subtotal" to Score
Click on "OK" button

Download the above Excel Code

Adding images to spreadsheets

At times, you would like to brand the documents printed in excel with letterhead information and print with the company logo, etc. Excel has features that allow you to import images into Excel. The command for adding images is found under the INSERT tab on the ribbon.

You will get the following dialogue window

You can browse to any folder on your computer that has pictures, and you can select any picture of your choice.
You will get results similar to the ones shown below

Tutorial exercise 4

Use the INSERT tab pictures command to add a picture of your choice to the worksheet.

Summary

In this article, we have learnt how to perform basic arithmetic operations using Excel, format the data, and apply validation rules, filter data and how to take advantage of groups to further analyse data and improve presentation.

ORIGINAL Article