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Using Excel as a Database
Frank Schneemann

Creating a Heading
  • Start a new Excel spreadsheet
  • Place the cursor in cell A1
  • Type "Frank's Carpet and Upholstery Cleaning"
 

  • Highlight cells A1 to G3
  • Find the Merge and Center icon and click it.
(You may also use the menus  Format-Cells-Alignment to center and merge.)
  • Highlight your heading, make it bold and change the font size.
     
  • You may also use the Fill and Border Icons to enhance your heading

Entering Data
  • Place the cursor in cell A5
  • Enter the headings and information you see on the right
    (it is important to leave a blank row between the heading and first row of data)
  • Highlight row 5 and change the text, borders and fill
Sorting Data
  • Place the cursor in cell D7
  • Click the Sort Icon to sort alphabetically
  • You can also open the Data Menu and select Sort
  • Practice sorting other fields in the database
  • Do not sort the headings
  • Sort the data below the headings
  

Summarizing Data
We now want to find out how much money we earned in each of the cities in a database
  • Sort the Cities column using the sorting method above
  • Open the Data Menu and select Subtotals
 

  • Fill in the boxes as we have on the right

    At each change in:
    City,
    Sum
    Amount
     
  • Click OK to view the results
  • Experiment by clicking the 1,2,3 buttons in the upper left


    Is this cool, or what!

To remove the subtotals

  • Open the Data Menu
  • Click
    Sub-Totals
  • Click Remove All
Filtering Data
  • Make sure you have removed Subtotals from the Excel Database
  • Open the Data Menu and click Filter
  • Click Auto Filter

You should now have drop-down arrows next to each field name

  • Click the Drop-down arrow next to the City Field
  • Click San Diego from the list
Only San Diego Records should now be showing on the screen

Experiment with the filters

Printing
  • Print copies of the following forms and turn them in for credit
    Sorted Data
    Subtotal
    Filtered Data
Assignment
  • Create a database of your own using the skills you have just learned
    • You may create a Christmas gift list, name and address database or something academically oriented.
  • You should have at least 10 records
  • Use the filtering and sorting skills you have just learned
  • When you are finished, print your database and turn it in for credit.

You did good!