Chap4.Data Analysis
Chap4.Data Analysis
Computing in Business
Trang, Ha Thi Thu (Ph.D)
SEM - HUST
LIST OF CONTENTS
01 02 03 05
WORKING BASIC DATA DATA
WITH FUNCTION EXTRACTION 04 MODELLING
SPREADSHEET IN EXCEL AND
MANAGEMENT
DATA ANALYSIS
2
Chapter 4: DATA ANALYSIS
4.1. SUBTOTAL TOOL
4.3. CHARTS
HOW?
4.2. PIVOT TABLE
Insert Pivot Table
Data table
4.2. PIVOT TABLE
Pivot table custom group by categorical data
4.2. PIVOT TABLE
Pivot table custom group by categorical data
Steps
1. Create a pivot table
2. Drag the Color field to the Rows area
3. Drag the Sales field to the Values area
4. Group items manually
41. Select items
42. Right-click and Group
43. Name group as desired
44. Repeat for each separate group
5. Rename grouping field (Color2) to Group (or as desired)
4.2. PIVOT TABLE
Pivot table group by range of numeric data
Steps
1. Create a pivot table
2. Add Age as a Row field
3. Add Name as a Value field
4. Group Age into buckets of 10 years
4.2. PIVOT TABLE
Pivot table group by range of numeric data
Steps
1. Create a pivot table
2. Add Age as a Row field
3. Add Name as a Value field
4. Group Age into buckets of 10 years
4.3. CHARTS
4.3. CHARTS
Combination
Chart
4.3. CHARTS
Column Charts with horizontal line
4.3. CHARTS
• Column Charts with horizontal line
Steps:
1. Select the sales data and insert a Column chart
2. Select target line data and copy. Then select chart >
paste special:
3. Column chart after pasting target line data
4. Right click on chart and choose Chan Chart Type
4.3. CHARTS
• Column Charts with horizontal line
Steps:
5. Make Target Series an XY Scatter Chart
6. Select target data point, then add error bars to chart
7. Select X (horizontal) error bar; set Fixed value = 1.
4.3. CHARTS
• Column Charts with horizontal line
Steps:
8. Select Y error bars, then press delete to remove
9. Current chart after adjusting X error bars and removing Y error bars:
10. Select secondary value axis, then set Maximum bounds = 1, and Label
Position = "None“
11. Select and delete secondary vertical axis.
4.3. CHARTS
• Column Charts with horizontal line
Steps:
12. Select horizontal error bar and set end style = "No Cap"
13. Set Target data series marker to "None“
14. Current chart with sales in columns and target as edge-to-edge line
4.3. CHARTS
• Bar Charts with vertical line
Steps:
1. Selecting the range E10:F32 and creating a
scatter chart with lines (the third option in
the Scatter section).
2. In the range B15:C16, enter the date of the
merger and the lower and upper limits on
the y coordinates for vertical line. (In this
case, lower limit = 0 and upper limit=120.)
3. Copy the range B15:C16 and then right-click
the chart.
4. Clicking the Paste icon inserts the vertical
line on the January 10 date.
4.3. CHARTS
• Scatter Plot with bubble
While a scatter chart allows you to see how two
variables vary, a bubble chart allows you to
visually summarize three variables.
The data contains for several countries/regions
the percentage variance in sales relative to the
budget, the annual growth in sales, and each
country/region’s market size.
4.3. CHARTS
• Scatter Plot with bubble
To summarize this data in a bubble chart:
1. Select the range D9:F14, click the drop-down
arrow by the scatter chart icon, and choose
Bubble (the first bubble-chart option).
2. Change the title of the chart to Area Bubble
Chart. After adding a data label for each bubble,
based on the country/region (cell range C10:C14),
and placing the labels above each bubble, obtain
the bubble chart.
3. To add the labels, in the Format Data Labels
pane, under Label Options, check Value From
Cells, and uncheck Y Value.
4. Select the cell range C10:C14 to insert the
labels for the countries/regions in the chart. For
label position, select Label Position.
4.3. CHARTS
• Scatter Plot with bubble
To summarize this data in a bubble chart:
1. Select the range D9:F14, click the drop-down
arrow by the scatter chart icon, and choose
Bubble (the first bubble-chart option).
2. Change the title of the chart to Area Bubble
Chart. After adding a data label for each bubble,
based on the country/region (cell range C10:C14),
and placing the labels above each bubble, obtain
the bubble chart.
3. To add the labels, in the Format Data Labels
pane, under Label Options, check Value From
Cells, and uncheck Y Value.
4. Select the cell range C10:C14 to insert the
labels for the countries/regions in the chart. For
label position, select Label Position.
4.3. CHARTS
• Waterfall chart for finance data
1. Selecting the cell range A1:B14 and creating a
waterfall chart,
2. Note that the first and last points need to be
changed to a total (click the Opening column
twice, then right-click it, select Format Data Point,
and select Set As Total; then select the Closing
column and select Set As Total for that column as
well.)
NOTE: Understand the meaning of the chart, change
the data to negative/positive value to match with
cash flow. Set as total matching with meaning of
finance data (for example: Total revenue - Gross
revenue - Profit, opening value or closing value…)
4.3. CHARTS
• Treemap chart for hierarchical data
Treemap charts (also known as mosaic charts) enable you
to visualize hierarchical data.
Hierarchical data is a way to organize data with multiple
one-to-many relationships. The structure is based on the
rule that one parent can have many children, but children
can have only one parent.
For example, consider a small bookstore. The parents in
this case might be types of books (like children’s books,
art and photography books, and so on). The children of
the art and photography category might be crafts and
coffee-table books. For children’s books, the children
might be books in categories such as Age 3–5 and Age 6–
8. Age 3–5 books might have subcategories of first-
readers, ABCs, and Tolstoy for Tots
4.3. CHARTS
• Treemap chart for hierarchical data
To create a treemap chart:
1. Selecting the cell range A1:D29.
2. Then, on the Insert tab, select Insert Hierarchy Chart, the treemap icon shown.
3. You can hover over a rectangle to get the data. If you right-click any rectangle, you can select
Format Data Series and change the labels to banner labels, which places the labels for each
parent alone in its own rectangle
To get rid of a table, use the Convert to Range command on the Table Tools tab of the ribbon
Note that converting a table back to
a normal range doesn't remove
formatting. To remove table
formatting, first apply the "None"
table style, then use "Convert to
Range".
4.3. DATA TABLE
• Some examples for advantage of data calculation on table:
4.3. DATA TABLE
• Structured References:
When working with tables in Excel, you can
use structured references to make your
formulas easier to understand.
$200,000 140000
$180,000 120000 Tasty Treats $322,245
$160,000
$140,000 100000
$120,000 80000
$100,000
$80,000 60000
Frozen Yogurt $276,038
$60,000 40000
$40,000
$20,000 20000
$0 0
Popsicles $248,220
$21
North 34%
$21 37%
Watson Watson
$20
Central
$20
Thousands
Ice Cream
$200 140 450 September Watson
Thousands
Thousands
$180
120 400
$160
$140 100 350 September Bishop
$120 80 300
$100
$80 60 250 September Pullen
$60 40 Tasty Treats
200
$40 Frozen Yogurt
20 150
$20 Popsicles March Watson
$0 0 100
200 300 400 500 600 700 800
Thousands July Watson
Pullen
29% Central $477,090
Popsicles April Watson