1.
How to Use Excel for Insights – Part 1
September 2022
Ray Poynter

2.
Sponsors
Communication

3.
Agenda
• Excel basics
• Survey data basics
• Pivot tables and survey data
• Visualization
• Automation
• Q&A
Using Videos

4.
Basics - 1
• Introducing some data
• Formulas
• Functions
• Editing Using a PC?
I am on a Mac – when I press the
Command key, PC users will typically
press the Ctrl key.

5.
Basics - 2
Absolute references
A simple What-if

6.
Basics - 3
Creating a standout matrix
– Utilizing absolute references
Conditional formatting

7.
Survey - 1
Recoding data
– Using IF statements
Using the SUM, COUNT, COUNTIF functions

8.
Survey - 2
Describing data
– Using more functions

9.
Pivot Tables
Summarizing survey data

10.
Visualizing
In the context of analysis
Checking for patterns

11.
Visualizing - 2
Linking Data and Charts
Second axes
Sorting

12.
Automating Tasks
Recording a Macro

13.
Automating Tasks - 2
Writing VBA
– Visual Basic for Applications

14.
Remove NA & None 1 of 3
Option Explicit ' this requires all variables to be declared
'Routine to tidy out NA from a list
'Author Ray Poynter
Sub RemoveNA()
'Declare the variables
Dim lRow As Long 'how many rows
Dim iNA As Integer 'the number strings to mark as NA
Dim sNA() As String 'An array holding all the versions of NA we are going to check for
Dim i As Integer, j As Integer 'counters
Dim sVerbatim As String ‘the verbatim we are processing at the moment
Dim iVerbatim As Integer 'which column has the verbatims in
Dim iOutput As Integer 'which column to write the cleaned verbatims
Dim bFlag As Boolean 'is a verbatim a NA?

15.
Remove NA & None 2 of 3
Sheets("Automate 2").Select 'make the test sheet the selected one
'Define the NA codes
iNA = 2 'in this example we have just verbatims that are NA, but it could be a list of 10, 20 or more alternatives
ReDim sNA(iNA)
sNA(1) = "NA"
sNA(2) = "NONE"
'Define the input and output columns
iVerbatim = 8
iOutput = 9
'Find out how many rows of data there are
lRow = ActiveSheet.UsedRange.Rows.Count
'Create the heading
Cells(1, iOutput) = "Favourite Bank - Cleaned"

16.
Remove NA & None 3 of 3
'Work through the rows
For i = 2 To lRow 'we start at 2, because 1 is the heading
sVerbatim = Cells(i, iVerbatim) 'read the verbatim
sVerbatim = Trim(sVerbatim) 'remove any preceding or trailing spaces
sVerbatim = UCase(sVerbatim) 'convert the verbatim to upper case
bFlag = False 'initially set the flag to not an NA
For j = 1 To iNA 'check the verbatim against each of the items in our list
If sVerbatim = sNA(j) Then bFlag = True 'If the verbatim is an NA set the flag
Next j
If bFlag = True Then
Cells(i, iOutput) = "" 'If an NA, write a blank
Else
Cells(i, iOutput) = Cells(i, iVerbatim) 'If not an NA, write the verbatim out
End If
Next i
End Sub

17.
Q & A