Excel Data Management- Note Sheet

Instructor: Robin Wood - robin 'at' wctrain dot net

Supporting Files

Skate Jam Database

Important Things to Know About Excel Databases

There should only be one database on a worksheet.

The database must be defined with the name "database".

The database can have a maximum 256 fields and 65,536 records.

When using a "Criteria" or "Extract" range the field names must be exactly the same as the database. To ensure they are the same, copy the field names from the original database.

Create a Database

Type the field names. Select the field names and the blank row below.

Click in the Name box, type Database and press Enter.

Using the Data Form

Click Data > Form. Enter the desired data into the form pressing the Tab key between fields. Press the Enter key to create a new record.

Changing the Database Range

You may need to adjust the database range. Click inside the existing database range and select Insert > Name > Define. Select the named range you want to edit and adjust the range in the Refers to area of the dialog box.

Sorting Data

Select the field name that you want to sort by and click the Sort Ascending or Sort Descending button.

To sort on multiple fields, click Data > Sort.

Creating Subtotals

You can subtotal any numeric column. Click Data > Subtotal.

To turn off subtotals, click Data > Subtotals > Remove All.

AutoFilter

Data > Filter > AutoFilter. Click the filter arrow next to the field name you want to filter. Select the item on the list that you want to filter by or select Custom.

Removing the Filter

Data > Filter > Show All or Data > Filter > Autofilter to turn off the filtering feature.

Creating a Criteria Range

Highlight the database field names and press CTRL+C to copy. Paste the field locations to an empty range on the same worksheet. Select the new field names and the empty row below and name the range Criteria in the name box.

Use the same procedure to create an extract range. Use Extract as the range name.

Using the Advanced Filter

Advanced Filter

Additional Resources

ACCC - Excel Intermediate

Excel 97/2000 Data Management

Excel 2000 Advanced (PDF)

Overview of Database Functions