Excel Basics: Organizing and Managing Data

Excel workbooks store a lot of information. Whether you have 20 or 20,000 cells, Excel has tools to help you stay organized. Below are some useful features. You can also check out other lessons for step-by-step instructions.

Freezing Rows and Columns

Sometimes, you may want to keep certain rows or columns visible while scrolling. Freezing them helps you see important data, like headers, at all times. For example, you can freeze the top two rows to keep dates visible.

Sorting Data

Sorting helps you arrange data in a meaningful order. You can sort alphabetically, numerically, or in other ways. For instance, sorting a contact list by last name makes it easier to find people.

Filtering Data

Filters help you narrow down large datasets. You can choose to see only specific information. For example, filtering a worksheet to show only rows with "Laptop" or "Projector" in column B.

Summarizing Data

The Subtotal feature helps summarize data quickly. For example, you can see how many T-shirts are needed in each size. This makes large datasets easier to analyze.

Formatting Data as a Table

Tables improve the look of your workbook. They also make data easier to use with built-in sorting and filtering. Excel provides different table styles for quick formatting.

Visualizing Data with Charts

Large datasets can be hard to understand. Charts turn numbers into visual information. This helps you compare data and spot trends easily.

Adding Conditional Formatting

It’s difficult to find patterns in thousands of rows. Conditional formatting applies colors, icons, or bars to highlight important data automatically.

Using Find and Replace

Searching for specific data can take time. The Find feature helps you locate information quickly. You can also use Replace to modify content easily.

These features make Excel more powerful and easy to use.