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About this lesson
Learn about creating Excel tables, and their advantages.
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Excel Tables.xlsx25 KB Excel Tables - Completed.xlsx
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Quick reference
Excel Tables
Creating Excel tables and their benefits.
When to use
Excel tables are the standard and best way to organize tabular data in Excel today.
Instructions
Benefits of creating Excel tables
- Instant access to alternate row shading
- Auto-expansion when new rows or columns are added
- Auto-complete of identical formulas down the entire column
- Access to structured table reference formula creation
- Automatic application of filters
- Automatic naming of the table
Preparing your data to turn it into an Excel table
- Make certain that your data is in tabular format
- It is essential that there be no blank rows or columns interrupting the data
- Provide a clear header row for your data
Creating Excel tables
- Select any cell in the data range
- Go to the Home tab, choose Format as table, and pick your favorite color scheme
- You may want to then go to the Table Tools > Design tab, and rename the table to something more descriptive than Table1
- 00:04 In this video, I wanna show you one of the greatest ways you can store date in Excel
- 00:09 and that is in a table.
- 00:11 Now not a table that looks like this.
- 00:13 This isn't actually a table.
- 00:15 This is just a tabular range of data.
- 00:17 And if I scroll down here a little bit you can see a little bit more of it.
- 00:21 But the key things I want you to recognize here is it has a tabular structure.
- 00:25 Once again, it has a good descriptive header row.
- 00:28 No blank row between the actual data and the column headers, and
- 00:32 consistent data types all the way down the data.
- 00:35 And as we scroll down, you can see that it doesn't go very long.
- 00:38 But there's a good set of data here that's in a consistent format.
- 00:42 But it's not a table, it just looks tabular.
- 00:45 So let's turn this into a table.
- 00:47 Now you gotta bear with me, this is really difficult.
- 00:49 We're gonna click one cell anywhere inside,
- 00:51 and then we're gonna go to the Home tab.
- 00:53 To format this table,
- 00:55 I'm not gonna make the agonizing decision of what color we want our table to be.
- 00:59 This is the hardest part about making a table.
- 01:02 I'm gonna choose blue.
- 01:03 And at this point it picks up the entire range of data.
- 01:07 And it says my table has headers.
- 01:09 Because I have data that is actually numeric underneath a text based header,
- 01:14 it gets this box right.
- 01:16 And if it doesn't, you can just check it, no big deal.
- 01:19 At this point, I'm going to say okay, and
- 01:21 you'll notice it puts the nice table style right on top of my data for me.
- 01:26 And that's really cool, but
- 01:27 there's something that's really important that we have to do now.
- 01:31 I wish you could actually do this right in the table creation dialog, but
- 01:34 unfortunately we can't.
- 01:36 As soon as you actually create your table you will be on the table tools design tab.
- 01:41 You'll notice that if I click outside, that goes away.
- 01:44 If I click back inside, here it comes.
- 01:46 But right away when you create that table, it will be on this tab.
- 01:49 And this is really important because, way on the left hand side,
- 01:52 you can see where it's called table one.
- 01:54 And that's not a really good name.
- 01:56 I need you to change this name immediately as soon as you create a table.
- 01:59 Just get into this habit, right away, of naming it immediately.
- 02:03 I'm gonna call this one inventory, because it's the inventory from my pet store.
- 02:06 I'm gonna hit Enter.
- 02:08 Now why would I do this, well there is a few reasons, if I click outside the table,
- 02:12 I can actually select this data by going here,
- 02:15 because it actually get a name range, so that's pretty cool.
- 02:20 The other thing is, if you have multiple tables in your workbook,
- 02:23 this will rightly distinguish between them.
- 02:25 Now let's talk about some of the cool things that happen with tables.
- 02:28 Number one, you'll notice that we have our drop down filters for doing sorting and
- 02:32 for filtering.
- 02:33 Those come right away.
- 02:35 You'll also notice the alternate row banning that shows up,
- 02:38 and that's pretty cool.
- 02:39 But you know what?
- 02:40 If we don't like the style that we have,
- 02:42 we can always go back to table tools design and we could change it.
- 02:45 To any other style as well along the way.
- 02:48 The key thing to remember here when you click outside the table,
- 02:52 Table Tools Design Tab goes away.
- 02:53 It's what we call a contextual tab.
- 02:56 It will only show up when you're inside a real Excel table.
- 03:01 Any user can paint stuff to look like this, but
- 03:04 you can't get that table tools design tab to pop up unless it's a proper table.
- 03:09 Some of the other benefits of tables.
- 03:11 Let's say that we wanted to add a new column here called profit.
- 03:15 Notice the table expands automatically.
- 03:17 So that's pretty neat.
- 03:19 What if that profit was equal to, say, the price in E10?
- 03:23 Wait that doesn't say E10.
- 03:25 How about that?
- 03:26 It now says at price.
- 03:28 That means the at is this row of the price column.
- 03:33 I can now subtract the cost and subtract the commission,
- 03:39 that should return my profit.
- 03:43 Now, could I say, E10 minus D10 minus F10?
- 03:47 Yes, that would absolutely still work.
- 03:49 But here's the really cool thing about tables.
- 03:51 When I hit Enter, it copies the formula down every single row, immediately.
- 03:55 I can use whichever style of formula referencing I want.
- 03:58 This is called structured table referencing versus the A1 notation that we
- 04:03 usually use.
- 04:04 But the key thing that I want you to remember here is never mix them,
- 04:07 because tables don't update properly if you mix.
- 04:09 So if you put an A1 reference with a structured table reference that's
- 04:13 bad news.
- 04:13 Now the really cool thing here, let's go and scroll down for a second.
- 04:16 I want you to watch my column headers, A, B, C, D, E, F, G.
- 04:20 As I scroll down, the headers for the table snap in place.
- 04:23 And this is magic because if you've got a 90-column wide table and
- 04:27 you're trying to remember which column am I in?
- 04:31 There's no need to actually do anything special here.
- 04:33 The table headers snap right up, in top, which is pretty awesome.
- 04:37 So tables expand to the right.
- 04:39 They expand, also, down.
- 04:41 So if I come in and say, I've got a new record, here, that I want to add for
- 04:47 05 02, or 05 03, let's see what happens here.
- 04:49 Look at this. The table expands right away.
- 04:52 So I could put in a new Tubby Turtle, sold by John.
- 04:55 And I could go and actually put more pieces in here.
- 04:57 Now, I'm gonna get rid of this.
- 04:59 I don't really need that row.
- 05:00 And I wanna show you one more thing,
- 05:02 with some little, helpful pieces that have under our Design tab.
- 05:06 I can even add a Total row directly to my table.
- 05:10 And you'll notice that it gives me the ability to choose,
- 05:13 what would I like to sum?
- 05:15 Don't wanna sum the profit, it doesn't really make sense to go and sum the cost.
- 05:19 But maybe I wanna put an average cost on, or an average price.
- 05:23 I can do that just by clicking and dragging and dropping.
- 05:26 If I need to add new rows now,
- 05:28 I would need to insert them, I wouldn't be able to add them to the bottom.
- 05:31 But this is pretty cool because it allows us to go back and, actually,
- 05:35 very easily add formulas to our table and have it update for
- 05:39 us automatically with all of the great features that tables have.
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