MS Excel for Data Analysis
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Learn Basic & Advaced Ms Excel concepts for data analysis

Learn Tips & Tricks Used in Excel

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Excel Basics for Beginners: Part-1 📊

1️⃣ Excel Interface Overview
When you open Excel, you'll see:
Ribbon – Contains tabs like Home, Insert, Formulas
Workbook – A file with one or more worksheets
Worksheet – A grid of rows (1, 2, 3…) and columns (A, B, C…)
Formula Bar – Shows contents or formulas in selected cell
Cells – Where you enter data (e.g., A1, B2)

2️⃣ Navigating in Excel
• Use arrow keys or click to move across cells
• Use Ctrl + Arrow to jump to the edge of data
• Use Ctrl + Shift + Arrow to select ranges quickly

3️⃣ Entering Editing Data
• Type directly into a cell or use the formula bar
• Press Enter to go down, Tab to move right
• Double-click cell to edit, or press F2

4️⃣ Formatting Essentials
Bold, Italics, Font Size – Use Home tab
Cell Color – Use Fill Color
Number Formatting – Currency, %, Date, etc.
Alignment – Center, Left, Right
Wrap Text – Keeps content visible in one cell

5️⃣ Common Shortcuts
• Ctrl + C / Ctrl + V – Copy / Paste
• Ctrl + Z / Ctrl + Y – Undo / Redo
• Ctrl + S – Save
• Ctrl + Shift + L – Add filters
• Alt + = – AutoSum

🎯 Practice Task:
• Open Excel
• Enter sample data in A1 to C5
• Try formatting, moving around, and using shortcuts

💬 Tap ❤️ for more
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Excel Basics Part 2 – Data Entry, Formatting Shortcuts ⌨️📋

1️⃣ Smart Data Entry Tips
• Use Tab to move right, Enter to move down
• Use Ctrl + D to copy cell above
• Use Ctrl + R to copy cell from the left
• Press Alt + Enter to insert a line break in a cell
• Use AutoFill by dragging the small square on a cell corner

2️⃣ Formatting Data
• Select cells and go to Home > Number to apply:
– Currency (₹), Percent (%), Date, Time, etc.
• Use Conditional Formatting to highlight values (e.g., values > 100)
• Use Merge Center to combine multiple cells
Wrap Text keeps long content visible in one cell
• Use Borders for clean tables

3️⃣ Useful Formatting Shortcuts
• Ctrl + 1 – Format Cells window
• Ctrl + B / I / U – Bold / Italic / Underline
• Ctrl + Shift + $ – Currency format
• Ctrl + Shift + % – Percent format
• Ctrl + Shift + # – Date format

4️⃣ Quick Table Setup
• Select your data and press Ctrl + T to create a table
• You get built-in sorting, filtering, and styling

🎯 Practice Task:
• Enter sample data (names, sales, dates)
• Try Currency, % formats, bold header row
• Create a table with filters

💬 Tap ❤️ for more
21
Excel Basics Part 3 – Functions (SUM, AVERAGE, MIN, MAX, COUNT) 📊📌

1️⃣ SUM()Add total values
=SUM(A2:A6)
▶️ Example: Add student marks in cells A2 to A6.
Result: Total score of a student.

2️⃣ AVERAGE()Find the mean
=AVERAGE(B2:B6)
▶️ Example: Average sales from Monday to Friday.
Result: Weekly average sales.

3️⃣ MIN()Get the smallest value
=MIN(C2:C10)
▶️ Example: Find the lowest temperature from 9 days’ data.

4️⃣ MAX()Get the highest value
=MAX(D2:D10)
▶️ Example: Find the highest score in a test.

5️⃣ COUNT()Count numeric entries only
=COUNT(E2:E10)
▶️ Example: Count how many students submitted marks.
(Ignores blank cells or names/text.)

🎯 Practice Task:
Imagine a student marksheet:
| Name | Marks |
|----------|--------|
| Riya | 85 |
| Aman | 76 |
| Sneha | 91 |
| Rohan | 67 |
| Tara | 78 |

Use:
=SUM(B2:B6) → 397
=AVERAGE(B2:B6) → 79.4
=MAX(B2:B6) → 91
=MIN(B2:B6) → 67
=COUNT(B2:B6) → 5

💬 Tap ❤️ if this helped you!
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5
Excel Basics Part 4 – Logical Functions (IF, AND, OR) 🧠📈

1️⃣ IF() – Conditional Logic
=IF(B2>80, "Pass", "Fail")
▶️ Example: If marks in B2 are more than 80, return “Pass”, else “Fail”.

2️⃣ AND() – All Conditions Must Be True
=IF(AND(B2>70, C2="Yes"), "Approved", "Rejected")
▶️ Example: Approve if marks >70 and attendance is Yes.

3️⃣ OR() – At Least One Condition True
=IF(OR(B2>90, C2="Topper"), "Star", "Regular")
▶️ Example: If marks >90 or student is marked as Topper, return “Star”.

🎯 Practice Scenario:
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Examples:
=IF(B2>75, "Pass", "Fail") → Pass
=IF(AND(B2>70,C2="Yes"),"Approved","Rejected") → Approved
=IF(OR(B2>90,C2="Topper"),"Star","Regular") → Star

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Excel Basics Part 5 – Lookup Functions (VLOOKUP, HLOOKUP, XLOOKUP) 🔍📊

1️⃣ VLOOKUP() – Vertical Lookup
Looks down a column to find a match.

=VLOOKUP("Aman", A2:C4, 2, FALSE)
▶️ Example: Search for “Aman” in column A, return value from 2nd column (Marks).

2️⃣ HLOOKUP() – Horizontal Lookup
Looks across a row to find a match.

=HLOOKUP("Marks", A1:C2, 2, FALSE)
▶️ Example: Search “Marks” in row 1, return value from row 2.

3️⃣ XLOOKUP() – Modern, Powerful Lookup
Works both vertically and horizontally.

=XLOOKUP("Tara", A2:A4, C2:C4, "Not Found")
▶️ Example: Looks for “Tara” in column A and returns matching value from column C (Attendance).
✔️ No need to count columns
✔️ Custom "Not Found" message
✔️ Works left-to-right or right-to-left


📊 Practice Scenario:
10
Examples:
=VLOOKUP("Riya", A2:C4, 3, FALSE)Yes
=XLOOKUP("Aman", A2:A4, B2:B4)76
=HLOOKUP("Attendance", A1:C2, 2, FALSE)Yes

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2
Excel Basics Part 6 – INDEX, MATCH & Text Functions 📌🔤

These functions give you more flexibility than VLOOKUP and help clean and transform data efficiently.

1️⃣ INDEX() – Returns value at a specific row & column
=INDEX(A2:C4, 2, 3)
▶️ Returns value from 2nd row, 3rd column in range A2:C4 → No

2️⃣ MATCH() – Finds position of a value
=MATCH("Tara", A2:A4, 0)
▶️ Returns 3 – Tara is in the 3rd row of A2:A4

3️⃣ INDEX + MATCH – Dynamic alternative to VLOOKUP
=INDEX(C2:C4, MATCH("Riya", A2:A4, 0))
▶️ Returns “Yes” – Riya’s Attendance

4️⃣ LEFT(), RIGHT(), MID() – Extract characters from text
=LEFT(A2, 3) → First 3 letters
=RIGHT(A2, 2) → Last 2 letters
=MID(A2, 2, 3) → From 2nd character, next 3

5️⃣ LEN() – Count number of characters
=LEN(A2)

6️⃣ UPPER(), LOWER(), PROPER() – Change text case
=UPPER(A2) → ALL CAPS
=LOWER(A2) → lowercase
=PROPER(A2) → First Letter Capitalized

📊 Practice Scenario:
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✔️ =INDEX(C2:C4, MATCH("Tara", A2:A4, 0))Yes
✔️ =LEFT(A2, 2)"Ri"
✔️ =LEN(B3)2 (if marks are two digits)
✔️ =UPPER(A4)TARA

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Excel Basics Part 7 – Sorting, Filtering & Conditional Formatting 📊

These tools help you analyze and highlight data quickly without writing formulas.

1️⃣ Sorting Data
• Sort A to Z (ascending) or Z to A (descending)
• Sort by one or multiple columns (e.g., by Marks, then Name)

📌 How:
→ Select data → Data tab → Sort

2️⃣ Filtering Data
• Show only rows that match certain criteria
• Example: Show only “Yes” in Attendance

📌 How:
→ Select headers → Data tab → Filter → Use dropdowns

3️⃣ Conditional Formatting
• Visually highlight values based on rules
• Useful for spotting high/low scores, duplicates, trends

📌 Examples:
🔹 Highlight cells > 80:
→ Select range → Home → Conditional Formatting → Highlight Cell Rules → Greater Than

🔹 Color scale for Marks:
→ Green for high, red for low

🔹 Highlight duplicates:
→ Conditional Formatting → Highlight Cell Rules → Duplicate Values

📊 Practice Task:
Use this table:
4
✔️ Sort by Marks (highest to lowest)
✔️ Filter Attendance = "Yes"
✔️ Highlight Marks > 80 in green

💬 Tap ❤️ for more Excel tips!
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