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Managing Data with Excel

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You have learned the methods to the madness of Excel. Formulas and functions are friends instead of foes. Yet you know there's something missing that could make your job even easier. That "something" is efficient and effective data management. Managing Data with Excel is the only book on the market that focuses on just that. Learn how to efficiently move data, automate data storage and import data into worksheets and pivot tables. Case studies are included in each chapter to illustrate real-world applications of these functions. Invest your time in learning this now so that you can stop wasting your time figuring out how to work around problems.

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All the samples developed for the book in one convenient file for download - 358 kb -- Samples.zip

Customer Reviews

8 of 9 people found the following review helpful
3.0 out of 5 stars No Sample Files or data, March 13, 2005
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This review is from: Managing Data with Excel (Paperback)
This book covers an important topic that other Excel authors skim or omit. It is just a shame that there is no CD or download for the examples presented in the book. I wrote the publisher and was sent a zip file with a couple of files, but not nearly enough to be able to practice or try out the techniques described in the book. Otherwise, I would have given it 5 stars.
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5 of 5 people found the following review helpful
5.0 out of 5 stars Indispensable Analytical Resource, May 3, 2000
By 
W. Luckey "healthcare analyst" (Kennewick, Washington United States) - See all my reviews
(REAL NAME)   
As a health care analyst, I do lots of research using Excel. I stumbled across this text at a discount book sale and have used it constantly since then as a resource. A large portion of the book deals with pivot tables, one of the truly powerful Excel functions. But it covers much more than just this. Several of my MBA friends have browsed through the book and lamented they did not have this resource when they were in B-school. It's unfortunate that it is out of print.
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5 of 5 people found the following review helpful
5.0 out of 5 stars Amazing resource for Excel power users, February 20, 1999
By A Customer
I waited 3 months for this book (which was out of print) and it has been well worth the wait. This book provides all the bells and whistles plus a whole bunch of other advanced functions which you wouldn't have thought of in dealing with data lists in Excel. Admitted, managing data with Excel isn't recommended in a lot of circumstances, but sometimes you have no choice. You might have too few data for using a full-fledged database; or, more likely, people tend to avoid using database programs for managing their data, with the result that you often get raw data entered with Excel - and you have to return a certain output to the original source in Excel format. My work involved quite a lot of this, and this book has offered wonderful solutions for almost all of my work needs. If you think you know a thing or two about using Excel, especially in data management, this book will make you think again - and help you become more productive than ever.
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Online Sample Chapters

Excel's Lists, Names, and Filters

Excel's Lists, Names, and Filters

Table of Contents



Introduction.

About Excel. How to Use This Book.

I. PITFALLS IN DATA MANAGEMENT.

1. Misusing Excel as a Database Management Tool.

Putting Data Management into Context. Overworking Functions. Transposing Rows and Columns. Using Labels Instead of Codes. Handling Variable Numbers of Records per Category. Changing Horses.

II. MANAGING DATA INSIDE EXCEL.

2. Excel's Data Management Features.

Using the Worksheet Functions: An Overview. Locating Data with OFFSET. Finding Data with INDEX. Finding Data with MATCH. Using MATCH with Other Functions. Using VLOOKUP. Rearranging Data with TRANSPOSE. Getting Data from a Pivot Table: GETPIVOTDATA. Looking Ahead.

3. Excel's Lists, Names, and Filters.

Creating Lists. Sorting Lists. Working with Names. Filtering Data with the AutoFilter. Using the Advanced Filter. Looking Ahead.

III. MANAGING EXTERNAL DATA FROM INSIDE EXCEL.

4. Importing Data: An Overview.

Getting External Data into the Workbook. Importing Data to Pivot Tables. Looking Ahead.

5. Using Microsoft Query.

Understanding "Query". Querying Multiple Tables. Joining Parent and Child Records. Using Database Queries. Handling the Data Range. Managing Boolean Fields and Check Boxes. Looking Ahead.

6. Importing Data: Further Considerations.

Understanding Pivot Tables. Preparing Data for Pivot Tables. Using Criteria with Microsoft Query. Querying Web Sites. Looking Ahead.

IV. MANAGING DATABASES FROM INSIDE EXCEL.

7. VBA Essentials Reviewed.

Using VBA to Manage Data. Establishing Subroutines. Understanding Dot Notation. Using Loops. Using With Blocks. Understanding the Macro Recorder's Code. Using Object Variables. Looking Ahead.

8. Opening Databases.

Connecting to a Database. Connecting Using ADO. Specifying the Data Source. Opening the Connection. Opening a Database Using DAO. Dealing with Secured Jet Databases. Opening a Secured Access Database. Looking Ahead.

9. Managing Database Objects.

Creating Tables. Defining Fields. Creating Queries. Looking Ahead.

10. Defining Fields and Records with ActiveX Data Objects and Data Access Objects.

Creating Databases from Excel. Creating a New Database Using DAO. Creating a Table and Fields Using ADO. Declaring and Using Recordsets. Understanding DAO Recordset Types. Understanding ADO Recordset Types. Looking Ahead.

11. Getting Data from Access and into Excel with ADO and DAO.

Using CopyFromRecordset. Building an Application. Bringing Data Back from a Parameterized Query. Returning Data from a Database to a User Form. Looking Ahead.

12. Controlling a Database from Excel Using ADO and DAO.

Using DAO to Execute Action Queries. Using ADO to Execute Action Queries and Stored Procedures. Using DAO Recordsets to Move Data from Excel to a Jet Database. Using ADO to Move Data from Excel to a Database. Looking Ahead.

Index.

 
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