Laboratory Manual

Data Wrangling and Visualization

[DS305]
Bachelor of Technology
2025-2026(Odd Semester)

Team of Instructor(s)
1. Dr. P. Pavan Kumar(Instructure in-charge)
2. Mr. Venugopal
3. Dr. D. V. Ramana

Department of Artificial Intelligence and Data Science

&
Department of Computer Science and Engineering
Faculty of Science and Technology (IcfaiTech)
ICFAI Foundation for Higher Education, Hyderabad.
Course No: DS 305 Course Title: Data Wrangling and Visualization L T P U
2 0 2 3
Introduction
In today’s data-driven world, the ability to transform raw, messy datasets into meaningful insights
is not just a technical skill—it’s a strategic advantage. Data Wrangling and Visualization (DS305)
is designed to equip students with the essential competencies to clean, reshape, and visually
communicate data using modern tools such as Python, R, and Business Intelligence tolls
like(Tableau, Google Looker(Cloud Based,…etc.).
The lab component is central to this course, offering 14 weeks of hands-on experimentation.
Students will engage with real-world datasets—from immigration records to retail transactions—
and build interactive dashboards using tools like Tableau, Looker Studio, etc. Weekly experiments
are scaffolded to reinforce both technical fluency and design thinking, culminating in a capstone
mini-project that synthesizes wrangling, analysis, and storytelling.
Beyond technical mastery, weekly exercises emphasizes ethical visualization, sustainability in data
practices, and the societal impact of visual narratives. Students will be encouraged to reflect
critically on how data is represented, interpreted, and acted upon—skills that are vital for
responsible data science.
These laboratory sessions are structured to introduce students to foundational data wrangling
techniques, gradually guiding them through the complexities of handling missing values,
inconsistent formats, and unstructured data. Using libraries like Pandas, NumPy, dplyr, and tidyr,
students will learn to pre-process datasets for analytical readiness. By the conclusion of these
laboratory sessions, learners will have gained the proficiency to transform raw data into meaningful
insights and will be equipped to serve as visualization designers—skilled in creating compelling,
accurate, and actionable visual narratives across a range of professional domains.

Purpose and Relevance of the Course

The laboratory component of Data Wrangling and Visualization (DS305) is designed as a

dynamic, practice-oriented journey that transforms theoretical understanding into applied skill.
Spanning 14 weeks, the lab immerses students in the full lifecycle of data—from acquisition and
cleaning to analysis and visual storytelling—through a series of carefully curated experiments that
mirror real-world challenges. Each lab session is anchored in a specific theme, progressively
building students’ proficiency in handling diverse data types and using industry-standard tools.
Early experiments focus on foundational wrangling techniques using Python and R, where students
learn to identify and resolve common data issues such as missing values, inconsistent formats, and
outliers. Libraries like Pandas, NumPy, dplyr, and tidyr are introduced not just as syntax, but as
instruments of logic and structure in data transformation.

As the course advances, students engage with more complex datasets—ranging from immigration
records and retail transactions to climate data and social media feeds. These experiments are
designed to simulate authentic data scenarios, encouraging learners to think critically about context,
relevance, and data integrity. The integration of APIs and live data sources adds a layer of realism,
preparing students to work with dynamic and evolving datasets.
Visualization labs begin with principles of graphical perception and design, drawing from cognitive
science and best practices. Students explore static and interactive visualizations using tools like
Tableau, Power BI, and Looker Studio, learning to choose appropriate chart types, apply design
aesthetics, and ensure clarity of message. Emphasis is placed on storytelling—how to guide an
audience through data insights with precision and impact. A unique feature of the lab is its iterative
structure. Each experiment builds on the previous, reinforcing concepts while introducing new
challenges. For example, students may wrangle a dataset in Python one week, then visualize the
same data in Tableau the next, fostering cross-tool fluency and deeper understanding. Reflection
prompts and peer reviews are embedded to encourage metacognition and collaborative learning.

The lab culminates in a mini-project where students select a dataset of interest, apply wrangling
techniques, and design an interactive dashboard that communicates a compelling narrative. This
capstone experience synthesizes technical skills with design thinking, ethical considerations, and
audience awareness. Throughout the lab, students are encouraged to maintain a “Visualization
Diary”—a personal log of design choices, challenges faced, and lessons learned. This not only
reinforces learning but also cultivates a mindset of continuous improvement and critical reflection.

In essence, the DS305 lab is more than a technical training ground—it is a creative studio, a
problem-solving arena, and a launchpad for data-driven storytelling. It prepares students to become
not just data analysts, but thoughtful visualization designers who can wrangle complexity into
clarity and insight.
Module-I
[WEEK-I, II, and III]

Data Wrangling using Excel

This laboratory exercise is designed to provide you with basic working knowledge for using
Excel spreadsheets for Data Analysis. It covers some of the first steps for working with
spreadsheets and their usage in the process of analyzing data. Excel is an essential tool for
working with data - whether for business, marketing, data analytics, or research. Student will
gain valuable experience in cleansing and wrangling data using functions and then analyze
your data using techniques like filtering, sorting and creating pivot tables.

Students will starts with an introduction to spreadsheets like Microsoft Excel and Google
Sheets and loading data from multiple formats. With this introduction you will then learn to
perform some basic level data wrangling and cleansing tasks and continue to expand your
knowledge of analyzing data through the use of filtering, sorting, and using pivot tables within
the spreadsheet. By performing these tasks throughout the course, it will give you an
understanding of how spreadsheets can be used as a data analysis tool and understand its
limitations.
Getting started with Excel is made easy in this exercise. It does not require any prior experience
with spreadsheets or coding. Nor does it require downloads or installation of any software. All
the students need is a device with a modern web browser. However if student already have a
desktop version of Excel, he/she can follow along quite easily as well.

Learning Objectives
1. Review fundamentals of spreadsheet applications.
2. Perform basic spreadsheet tasks.
3. Explain the importance of data quality.
4. Import file data into Excel.
5. Filter and sort data.
6. Clean and prepare data.
7. Analyze data using an Excel spreadsheet
Exercise 1: Viewing, Entering and Editing Data
In this exercise, you will learn some of the viewing options in Excel, how to enter and edit data in cells.
Task A: Viewing Data
1. Download the file indian_startup_funding.xlsx. Upload and open it using Excel for the web.
2. Select F20:H26 (if required, use the vertical and horizontal scroll bars to bring the selected cell
range area to the center of the screen). Hold CTRL and + to zoom in closer to the specific area
of the data. Then hold CTRL and - to zoom the worksheet back out to its original size. (Note:
Zoom to Selection which is found under the View tab of Excel Desktop, is not available for
Excel for the web)
3. On the ribbon, click View, Freeze Panes, Freeze Top Row. Now you have headings in your
columns like a header row, which will remain static on screen while you move down the
worksheet. Next, click Unfreeze Panes, and click Freeze First Column. The Sr No column will
remain static on the screen while you move right across the worksheet. Lastly, click Unfreeze
Panes to end this step.

4. To freeze both the top row and the first column at the same time, select cell B2 and click View,
Freeze Panes, Freeze Panes.
5. You can open multiple workbooks in multiple browser tabs in Excel for the web, and to switch
between them, you just click each browser tab. (In Excel Desktop you have to click the View
tab, then click Switch Windows)

Task B: Entering Data

1. Download the file Personal_Monthly_Expenditure.xlsx(This is a blank worksheet
where you are required to complete the tasks outlined below). Upload and open it using
Excel for the web. Go to the Expense - 2018 worksheet.
2. In cell A1, type Month and press Tab. Then type Housing and press Tab, type Food &
Dining, and press Tab, type Personal, and press Tab, type Auto & Transport, then press
Tab, type Health & Fitness, then press Tab. You are now done with the header row.
3. To enter some data as rows in column A, in A2, type Jan and press Enter. Then type
Feb, and press Enter, type Mar, and press Enter, type Apr, and press Enter.
4. To add another column between the Housing and Food & Dining, select column C, then
right-click column C, and choose Insert Columns. In the top row header cell C1, type
Bills & Utilities.
Exercise 2: Copying, Filling, and Formatting Cells and Data
Task A: Viewing Data
1. Select A2:A5. Hover over the edge of the selected cells to get the Move pointer and
then drag the selection to move the selected cells to B6. Click Undo.
2. Select cell A5. Hover over the bottom right corner of cell A5 to get the + (Fill Handle)
symbol, then drag to A13.
3. On the Expense - 2018 sheet, select A1:G13 and press CTRL+C. Then on the Expense
- 2019 sheet, select cell A1 and press CTRL+V.
4. Select cell A1 and press CTRL+A to select the whole datasheet. On the Home tab, in
the Cells group, click the drop-down arrow under Format, and click Auto-Fit Column
Width.
Task B: Formatting Cells and Data
1. Download the file Data_for_Personal_Monthly_Expenditure.xlsx, which contains data
for the Expense - 2019 sheet.
2. Copy the values from B2:G13 and paste them into your existing Expense - 2019 sheet,
which should then look like this:
1. Formatting Cells:
a. Select A1:G13. On the Home, in the Tables group, click Format as Table, and choose a table
style from the list. In the pop-up dialog box, ensure that the option My table has headers, is
checked and then click OK.
b. Select A2:A13. In the Font group click Italic. In the font size box, select 10. In the font style
drop-down box, select Arial.
2. Formatting Cell Data:
a. Select column B, and use SHIFT+right arrow to select across to include column G. On the
Home tab, in the Number group, click the Number Format drop-down list and choose Currency.
b. Select columns B to G again. On the Home tab, in the Number group, click Decrease Decimal
once.
c. Select columns B to G again. On the Home tab, in the Number group, click the Accounting
Number Format ($) drop-down list, and select £ English (United Kingdom).

Software Used in this Lab

The instruction lab manual in this lab use the full Excel Desktop version as this has all the
available product features, but for the hands-on labs we will be using the free ‘Excel for the
web’ version as this is available to everyone. Although you can use the Excel Desktop software
if you have access to this version, it is recommended that you use Excel for the web for the
hands-on labs as the lab instructions specifically refer to this version, and there are some small
differences in the interface and available features.
Exercise 3: Basics of Formulas
In this exercise, you will learn the basics of formulas, how to perform simple calculations, how
to select ranges in formulas, and how to copy formulas.
1. Download the file Personal_Monthly_Expenditure.xlsx. Upload and open it using
Excel for the web. Go to the Expense - 2018 worksheet.
2. In A14, type Totals and in B14, type =SUM( then select cells B2 to B13 with the mouse,
and press Enter.
3. Select the fill handle on cell B14 and drag to G14 to copy the formula.
4. In cell H1, type Monthly Total and double-click the divider between H and I.
5. In H2, type =SUM( then select cells B2 to G2 with the mouse, and press Enter. If
necessary, select the fill handle on cell H2 and drag to H14 to copy the formula.
6. Select columns B to H. On the Home tab, in the Number group, click the Accounting
Number Format ($) drop-down list, and select $ English (United States).

Exercise 4: Basics of Functions

In this exercise, you will have an introduction to functions, including using some common
statistical functions, and then you will learn about some more advanced functions that a Data
Analyst might also use.
1. In cells A16-A20, type the following:
a. Avg
b. Min
c. Max
d. Count
e. Median
2. In B16, type =AVERAGE( then select cells B2 to B13 with the mouse, and press Enter.
Select the fill handle on cell B16 and drag to G16 to copy the formula.
3. In B17, type =MIN( then select cells B2 to B13 with the mouse, and press Enter. Select
the fill handle on cell B17 and drag to G17 to copy the formula.
4. In B18, type =MAX( then select cells B2 to B13 with the mouse, and press Enter. Select
the fill handle on cell B18 and drag to G18 to copy the formula.
5. In B19, type =COUNT( then select cells B2 to B13 with the mouse, and press Enter.
Select the fill handle on cell B19 and drag to G19 to copy the formula. Select row 19.
On the Home tab, click the Number Format drop-down list, and select Number.
6. In B20, type =MEDIAN( then select cells B2 to B13 with the mouse, and press Enter.
Select the fill handle on cell B20 and drag to G20 to copy the formula.
7. Explore some more commonly used functions of a data analyst by clicking the arrow
under AutoSum, then select More Functions and look at some of the functions in
various categories to see what actions they perform:
a. Financial : ACCRINT, INTRATE
b. Logical : AND, IF, OR, NOT
c. Text : CONCAT, FIND, SEARCH
d. Date & Time : NETWORKDAYS, WEEKDAY
e. Lookup & Reference : AREAS, SORTBY, VLOOKUP, HLOOKUP
f. Math & Trig : POWER, SUMIF, SUMPRODUCT
g. Statistical : AVERAGE, COUNTIF, MAX, MEDIAN, MIN
Exercise 4: Referencing Data in Formulas (relative vs absolute) &
Formula Errors
In this exercise, you will learn how to reference data in formulas; specifically differentiating
between relative and absolute references, and you will also learn about error handling in
formulas.
1. In cells A31-A40, type 1-10. Select row 31 to 40. On the Home tab, click the Number
Format drop-down list, and select General.
2. Relative References : In cell B33, type =A31+A32 and press Enter. Select the fill handle
on cell B33 and drag to B40 to copy the formula. Here, both first and second cell
reference will move 1 cell down. For example, on cell B34 formula will be changed to
=A32+A33, on cell B35 formula will be changed to =A33+A34 and so on.
3. Absolute References : In cell C33, type =$A$31+$A$32 and press Enter. Select the fill
handle on cell C33 and drag to C40 to copy the formula. Here, both first and second
cell references will not change. For example, on cell C34 formula will remain
=$A$31+$A$32, on cell C35 formula will remain =$A$31+$A$32 and so on.
4. Mixed References : In cell D33, type =$A$31+$A32 and press Enter. Select the fill
handle on cell D33 and drag to D40 to copy the formula. Here, first cell reference will
stay the same, but the second reference will change. For example, on cell D34 formula
will be changed to =$A$31+$A33, on cell D35 formula will be changed to
=$A$31+$A34 and so on.
5. In cell B31, type =A16+A17. Now this will lead to a formula error #VALUE! since
cells A16 and A17 do not contain any number.
6. Click the question mark icon in the error message box. This will open the Help for this
topic. Read through this help file for more information about #VALUE! errors in
formulas.

The dataset used in Next Exercise comes from the following source:
[Link]
19b3abf4.

This dataset is published by IBM, and includes fictitious customer demographics and sales
data. We are using a modified subset of that dataset for the lab, so to follow the lab instructions
successfully please use the dataset provided with the lab, rather than the dataset from the
original [Link] subset of that dataset for the lab, so to follow the lab instructions
successfully please use the dataset provided with the lab, rather than the dataset from the original
Exercise 5: Removing Duplicated, Irrelevant or Inaccurate Data
In this exercise, you will learn how to deal with inaccurate data, how to remove empty rows,
and how to remove duplicated data.
Task A: Check spelling
1. Download the file Customer_demographics_and_sales.xlsx. Upload and open it using
Excel for the web.
2. Select column L (CREDITCARD_TYPE), then click Review tab, and select Spelling.
3. Click the correct suggestion to change the spelling.
Task B: Remove empty rows
1. Press CTRL+HOME, then press CTRL+SHIFT+END to select the whole datasheet.
On the Data tab, click Filter.
2. Press CTRL+HOME, click the filter arrow in the CUST_NAME column, and then click
Filter.
3. Click the Select All checkbox to deselect all of them. Then select just Blanks, then OK.
4. Select first row, then press CTRL+SHIFT+END to select all rows.
5. Right-click the selected rows and then click Delete Rows.
6. Finally, on the Data tab, click Clear, then click Filter.

Task C: Remove duplicate rows

1. Select Column T (ORDER_ID) since ORDER_ID values are unique.
2. On the Home tab, click Conditional Formatting> Highlight Cells Rules> Duplicate
Values, and then click OK.
3. Select the whole datasheet (CTRL+SHIFT+END)
4. On the Data tab, click Remove Duplicates.
 5. In the Remove Duplicates dialog box, ensure that Select all columns is checked and
that My data has headers is also checked, then click OK.
6. In the pop-up box informing you how many duplicate values were found and removed,
click OK

Task D: Use Find & Replace to correct misspelling

1. On the Home tab, click Find & Select.
2. Click Find. In Find what, type jcb, and click Find All.
3. Click Replace.
4. In Replace with, type JCB, click Replace All, and then click the Close icon.
5. On the Home tab, click Conditional Formatting> Clear Rules> Clear Rules from Entire
Sheet.

Exercise 6: Dealing with Inconsistencies in Data

In this exercise, student will learn how to change the case of text, how to change date
formatting, and how to trim whitespace from data.
Task A: Use the PROPER function to change text from upper case to proper case
1. Select row 2, then right-click it and choose Insert Rows.
2. In cell A2, type =PROPER(A1) and press Enter.
3. Hover over the bottom-right corner of cell A2, and drag the Fill Handle across to the
last column.
4. If dragging across is too difficult with the mouse, then select the cells in the row 2
using SHIFT+RIGHT ARROW, then press F2 to put the cursor focus back in cell A2,
then hold CTRL while you press Enter.
 5. Select row 2, then press CTRL+C.
6. Select row 1, Right-click and choose Paste Options>Values.
7. Select row 2, right-click it and choose Delete Rows.
Task B: Use the UPPER function to change text from proper case to upper case
1. Select column AG (Generation). Then right-click and choose Insert Columns. In cell
AG1, type Generation.
2. In cell AG2, type =UPPER(AH2) and press Enter.
3. Hover over the bottom-right corner of cell AG2 and double-click the Fill Handle.
4. Select column AG, then press CTRL+C.
5. Select column AH, right-click and choose Paste Options>Values.
6. Select column AG, right-click it and choose Delete Columns.
Task C: Use the LOWER function to change text from proper case to lower case
1. Select column AC (T_Type). Then right-click and choose Insert Columns. In cell
AC1, type T_Type.
2. In cell AC2, type =LOWER(AD2) and press Enter.
3. Hover over the bottom-right corner of cell AC2 and double-click the Fill Handle.
4. Select column AC, then press CTRL+C.
5. Select column AD, right-click and choose Paste Options>Values.
6. Select column AC, right-click it and choose Delete Columns.
Task D: Change date formatting
1. Select column Z (Order_Ship_Date).
2. On the Home tab, in the Number group click Number Format> More Number
Formats.
3. In the Category list, select Date.
4. In the Format Cells box, under Locale, select English (United States).
5. Under Type, select Wednesday, March 14, 2012 and click OK.
Task E: Use Find & Replace to trim whitespace
1. Click CTRL+HOME.
2. Select all the data using CTRL+SHIFT+END.
3. On the Home tab, click Find & Select, then Replace.
4. In Find what, type 2 spaces. In Replace with, type 1 space.
5. Click Find All, then click Replace All.
6. Click the Close icon.

Exercise 7: More Excel Features for Cleaning Data

In this exercise, student will learn how to use the Flash Fill feature and functions in Excel to
help clean data.
Task A: Use the Flash Fill feature to clean data:
1. Select column A (Cust_Name), right-click and choose Insert Columns.
2. In cell A1 type Customer_Name and press Enter.
3. In cell A2, type Mr. Allen Perl and press Enter.
4. Select column A (Customer_Name), on the Data tab, click Flash Fill.
5. Click Undo to undo this step.
If you are using the desktop version of Excel, you could use the ‘Text to Columns’ feature to
perform this next task (see the corresponding topic video for instructions).
If you are using ‘Excel for the web’ (the online version of Excel), the ‘Text to Columns’ feature
is not available, but you can achieve the same results using functions, as shown in the steps
below.
Task B: Use LEFT, RIGHT, LEN, and SEARCH functions to clean data:
1. Select column A (Cust_Name), right-click and choose Insert Columns.
2. Select column A again, right-click and choose Insert Columns.
3. In cell A1, type Customer_Firstname and in cell B1, type Customer_Lastname.
4. Click C1, then on the Home tab, click Format Painter, then drag across to A1 and B1.
5. Double-click the divider between columns A and B.
6. In cell A2 type =LEFT(C2, SEARCH(" ",C2,1)) and press Enter.
7. In cell B2 type =RIGHT(C2,LEN(C2)-SEARCH(" ",C2,1)) and press Enter.
8. Double-click the Fill Handle on cell A2.
9. Double-click the Fill Handle on cell B2.
Filtering and Sorting Data using Functions for Data
Analysis
In this experiment, first student will learn how to use the Filter and Sort tools in Excel to filter
and sort our data to enable us to control what information is displayed, and how it is displayed
in our worksheets. Next, you will learn how to use some of the most common functions a Data
Analyst might use; namely IF, IFS, COUNTIF, and SUMIF. Finally, he/she will learn how to
use the VLOOKUP and HLOOKUP functions in Excel to reference data contained in both
vertical and horizontal lookup tables.

Exercise 8: Filtering and Sorting Data

In this exercise, student will learn how to use the Filter and Sort tools in Excel to filter and sort
our data to enable us to control what information is displayed, and how it is displayed in our
worksheets.
Task A: Filtering data
To use Auto Filters to filter data:
1. Download the file Customer_demographics_and_sales_filter.xlsx. Upload and open it
using Excel for the web.
2. Select any cell in the data, and click the Data tab, then click Filter.
3. Click the filter drop-down in column AG (Purchase_Status), and select Filter….
4. In the list, only select Frequent and click OK.

5. Click the filter drop-down in the column AG, and click Clear Filter From
“Purchase_Status”.
 6. Click the filter drop-down in column AE (T_Type), and select Filter….
7. In the list, only select Cancelled and click OK.
8. Click the filter drop-down in column AF (Purchase_Touchpoint), and select Filter….
9. In the list, only select Desktop and click OK.
10. On the Data tab, click Clear.

To use Custom Filters to filter data:

1. Click the filter drop-down in column AD (Order_Value), then Number Filters>Top 10….
2. Change the value from 10 to 50 and Click OK.
3. Click the filter drop-down in the column AD, and click Clear Filter From “Order_Value”.
Task B: Sorting data
1. On the Data tab, click Custom Sort to open a dialog box like below.
2. Click the Column drop-down of row Sort By, select Order_Ship_Date.
3. Click the Order drop-down of row Sort By, select Sort Ascending.
4. Click Add.
5. Click the Column drop-down of row Then By, select Order_Value.
6. Click the Order drop-down of row Then By, select Sort Descending.
7. Click OK.
Exercise 9: Useful Functions for Data Analysis
In this exercise, student will learn how to use some of the most common functions a Data
Analyst might use; namely IF, IFS, COUNTIF, and SUMIF.
Task A: Use of IF to apply one condition
1. Select column AF, right-click, Insert.
2. In cell AF1, type Complete?.
3. In cell AF2, type =IF(AE2="Complete","Yes","No") and press Enter.
4. Double-click the Fill Handle of AF2 to copy down the column.
Task B: Use of Nested IF to apply multiple conditions
1. Select column AE, right-click, Insert.
2. In cell AE1, type Order Size (IF).
3. Incell AE2, type=IF(AD2>300,"Large",IF(AD2>100,"Medium",IF(AD2>0,"Small")))
and press Enter.
4. Double-click the Fill Handle of AE2 to copy down the column.
Task C: Use of IFS to apply multiple conditions (alternative of Nested IF)
1. Select column AE, right-click, Insert.
2. In cell AE1, type Order Size (IFS).
3. In cell AE2, type =IFS(AD2>300,"Large",AD2>100,"Medium",AD2>0,"Small") and
press Enter.
4. Double-click the Fill Handle of AE2 to copy down the column.
Task D: Use of COUNTIF to count the number of cells that meet a specified criterion
1. Select cell BX2 and type count VISA card.
2. Select cell BY2 and type =COUNTIF(N2:N195,"VISA") and press Enter.
Task E: Use of SUMIF function to sum the values within a specified range that meet a
specified criterion
1. Select cell BX3 and type sum Large order.
2. Select cell BY3 and type =SUMIF(AE2:AE195,"Large", AD2:AD195) and press Enter.
3. Formula: =SUMIF(range, criteria, [sum range]).
Task F: Use of SUMIFS function to sum the values within a specified range that meet
multiple specified criteria
1. Select cell BX4 and type sum Large order with Baby Gen.
2. Select cell BY4 and type =SUMIFS(AD2:AD195, AE2:AE195,"Large",
AL2:AL195,"BABY_BOOMERS") and press Enter.
3. Formula: =SUMIFS ([sum range], range1, criteria1, range2, criteria2, …).

Exercise 10: Using the VLOOKUP and HLOOKUP Functions

In this exercise, student will learn how to use the VLOOKUP and HLOOKUP functions in
Excel to reference data contained in both vertical and horizontal lookup tables.
Task A: Use of VLOOKUP to look up data in a table organized vertically
1. Download the file Customer_demographics_and_sales_filter.xlsx. Upload and open it
using Excel for the web.
2. In cell K2,L2,M2, type VLOOKUP, Startup Name, Amount in USD respectively.
3. Select and copy cells from C9 to C15 and paste in cell L3.
4. In cell M3, type =VLOOKUP(L3, C2:I113, 7, FALSE) and press Enter.
a. Formula: =VLOOKUP (value, table, col_index, [range_lookup]).
5. Hover over the bottom-right corner of cell M3, and drag the Fill Handle down to the
cell M9.
6. Select cells from M3 to M9 and select Number Format>Currency.

Task B: Use of HLOOKUP to look up data in a table organized horizontally

1. Download the file Personal_Monthly_Expenditure_Hlookup.xlsx. Upload and open it
using Excel for the web.
2. In cell J2,K2,L2,M2, type HLOOKUP, Month, Food & Dining, Health & Fitness
respectively.
3. Select and copy cells from A10 to A12 and paste in cell K3.
4. In cell L3, type =HLOOKUP(D1, A1:H14, 10, FALSE) and press Enter.
a. Formula: =HLOOKUP (value, table, row_index, [range_lookup]).
5. Hover over the bottom-right corner of cell L3, and drag the Fill Handle down to the cell
L5.
6. Select cells from L3 to L5 and select Number Format>Currency.
7. In cell M3, type =HLOOKUP(G1, A1:H14, 10, FALSE) and press Enter.
8. Hover over the bottom-right corner of cell M3, and drag the Fill Handle down to the
cell M5.
 9. Select cells from M3 to M5 and select Number Format>Currency.

Exercise 11: Introduction to Creating Pivot Tables in Excel

In this exercise, student will learn how to format data as a table, how to create a Pivot Table
and use fields to arrange data in a Pivot Table, and how to perform calculations using Pivot
Table data.
Task A: Format data as a table
1. Download the file indian_startup_funding_pivot.xlsx. Upload and open it using Excel
for the web.
2. Select cell A2.
3. On the Home tab, in the Tables group, click Format as Table.
4. Select Light Gray, Table Style Medium 15.
Task B: Create a pivot table and use fields to arrange data in a pivot table
1. Select cell D4
2. On the Insert tab, click PivotTable.
3. Click OK.
4. Double-click Sheet1, type Pivot1 and click OK.
5. In the fields list, drag Industry Vertical to Rows.
6. In the fields list, drag City Location to Rows above Industry Vertical.
7. In the fields list, drag Startup Name to Rows below Industry Vertical.
8. In the fields list, drag Amount in USD to Values.
9. Use the drop down arrow for the City Location and Sort By Value in descending
order (Largest to smallest) by the Count of Amount in USD.
10. In the ribbon, select the PivotTable tab, click Settings, then in the PivotTable Settings
pane, under Layout, select Single column.
11. Right-click on the row label Amritsar and select Expand/Collapse and Collapse Entire
Field.
Task C: Perform a simple calculation in a pivot table
1. In the PivotTable Fields pane, in the Values section, click the drop-down arrow next
to Count of Amount in USD, and click Value Field Settings.
2. Select Summarize value field by > Sum.
3. Click OK.
4. Select the column called Sum of Amount in USD and then on the Home tab, select
Accounting Number Format > $ English (United States).
Exercise 12: Pivot Table Features
In this exercise, student will learn some other features that we can use with Pivot Tables,
including Recommended Charts, Filters, Slicers, and Timelines.
Note: The ‘Recommended Charts’ feature only works with ‘full’ Office for the web plans
(those plans that come with an Office 365 subscription). Recommended Charts do not work
with the ‘basic’ plan that comes with a Microsoft Account.

Task A: Use of the Recommended Charts feature (Optional: If you have a full Office for
the web plan)
1. Switch to worksheet indian-startup-funding.
2. Select column F (City Location).
3. On the Insert tab, select Recommended Charts.
4. Click + Insert PivotChart.
5. Switch to worksheet indian-startup-funding again.
6. Select column C, D, E.
7. On the Insert tab, select Recommended Charts.
8. Choose the recommended chart, and click + Insert PivotChart.
Task B: Use of the Filters feature
1. Switch to worksheet Pivot1.
2. In the Pivot Table, click the Row Labels arrow.
3. Select City Location, then Filter….
4. Just select Burnsville, Delhi, New York, then click OK to display the amounts for
startups in these three cities only.
5. In the Pivot Table, click the Row Labels arrow.
6. Select City Location, then click Clear Filter From ‘City Location’ to display the
startups in all cities again.
Task C: Use of the Slicers feature
1. Download the file indian_startup_funding _with_slicers_timelines.xlsx. Upload and
open it using Excel for the web.
2. Switch to worksheet Pivot1 if you are not there.
3. In the City Location slicer, select Burnsville, then Delhi, then New York.
4. To filter by multiple selection in the City Location slicer, with New York still
selected, press CTRL and select Burnsville, and then Delhi.
5. To filter using more than one slicer, in the Investors Name slicer, select Amour
Infrastructure, then press CTRL and select Westbridge Capital, and then
Breakthrough Energy Ventures.
6. In the City Location slicer, click the Clear Filter button, then in the Investors Name
slicer, click the Clear Filter button.
Task D: Use of the Timelines feature
1. In the Date timeline, click top right drop-down and select DAYS, then scroll left and
right.
2. In the Date timeline, click top right drop-down and select QUARTERS.
3. In the Date Timeline, select 2019 Q1, then drag 2019 Q1 to 2019 Q3.
4. In the Date timeline, click the Clear Filter icon.
5. In the Date timeline, click top right drop-down and select YEARS, then select 2020
only.

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