Intermediate Excel XP
Module 7
| Excel Databases |
This module will cover the topics in the bulleted list below relating to Excel Databases. Complete each of the activities by following the steps enumerated in the yellow box. Some of the activities will be accompanied by demos to help you "see" the steps being performed before trying them yourself. At the end of this module, you will be given an assignment which you should complete and email as an attachment to cgeorge@wresa.org .
| What is a Database? |
| Activity 1: What
is a Database?
·
A structured
collection of related data about one or more subjects ·
An address book, a
Telephone directory, etc. |
| Excel XP Databases |
| Activity 2: Excel XP Databases
·
Made up of records
and fields in the form of an Excel XP table ·
The top row
normally contains the field names |
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The following illustration shows a database for a small orchard. Each record contains information about one tree. The range A5:E11 is named Database, and the range A1:F3 is named Criteria. |
| Database Terms |
| Activity 3: Database Terms |
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·
A field is a column
within an Excel XP database ·
A record is a row
within an Excel XP database ·
In Excel XP, the
top row of the database will normally hold the names of each field (column).
It is usually descriptive text describing the function of the
particular field ·
Field names are not
essential for some of the database (List Management) functions, such as
sorting a list. However, to
use the full power of the system, you will need to define field records. |
| To Sort the Data Within a Database |
| Activity 4: To
Sort the Data Within a Database
1. Download the document " XLdatabase ". Right click and choose Save target as... 2.
Select any cell within the database range 3.
From the Data menu, select the Sort command. The Sort dialogue box
appears. 4.
The first field name (Book Name) is in the Sort By box. This was because
the active cell was in the Book Name field when the Sort command was
issued 5.
From the Sort By box, select Price and then click OK. |
Notice that Excel recognizes that your list has a Header row and will not include that row in the sorting. Also notice that you can sort by multiple criteria (for example, first by Price, then By name, and finally by Quantity) ---------------> |
|
| Filtering Data Using AutoFilter |
| Activity 5: Filtering
Data Using AutoFilter
AutoFilter allows you to view only those records that meet CERTAIN specified criteria 1. Click on any cell within the database 2. From the Data menu, select Filter, and then select
AutoFilter
3. You can click on any of the drop down controls to apply
a filter to that particular field, for instance, click on the
Supplier Email drop down control. Then click on Jon to see the
database with the filter applied.
4. To remove a filter, select "All" from the
drop down menu. |
| To Specify a Conditional Filter Criteria |
| Activity 6: To
Specify a Conditional Filter Criteria
You can use autofilter to filter conditionally. for instance, you could display only those books that cost more than $25. 1. 2. Select Custom, which displays the Custom AutoFilter dialogue box
3. Click on the Price drop down control and select
"is greater than" 4. In the entry box, enter the figure 20, and click OK. |
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You can use the and/or buttons to impose additional criteria to your
selection. for instance, you
could display all books costing over $20, but less than $30.
to remove all filters, Go to the data menu and select filters.
if autofilter is checked, click on it to remove all filters. |
| Top 10 AutoFilter |
| Activity 7: Top
10 AutoFilter
The Top 10 Autofilter allows you to sort your data in a number of ways. 1. Click on any cell within the database. From the Data menu select "Filter", and then select "AutoFilter" 2. Open the drop down filter control of your choice and select Top 10 from the menu options. The Top 10 dialogue box appears
3. Select your choice
|
| Using Dataforms |
| Activity 8: Using
Dataforms
Dataforms allow you to enter new information easily, edit existing information, delete existing records, or find particular records easily. 1. Select any cell or range of cells in the
worksheet 2. From the Data menu, select "Form" to display the Data Form for the worksheet
3.You can now use the Data Form to add, edit, find or delete records in the list To move between records in the list use the Find next and
Find Prev buttons Assignment: Create an Excel database. You may create a database to catalogue the items in your classroom, a record collection, a list of household items, whatever. The database should contain several fields and at least 10 records. When completed, email the document as an attachment. |
| Assignment 5 Due! Email as an attachment to cgeorge@wresa.org . |
| Congratulations! You have now completed this course! Your certificate will be mailed to you at the address you provided during registration. Please review our other online course offerings. |