Guided Notes

Working with Data & Views

Structuring data well, navigation shortcuts, Freeze Panes and view options, and quick summaries with COUNTIF and SUMIF.

Organize data so Excel can work with it

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Excel's data tools work best on a clean list:

• One header row with a unique, clear name for each column. • One record per row — one sale, one employee, one order. • One kind of data per column — don't mix dates and notes. • No completely blank rows or columns inside the list. • No merged cells inside the data.

Follow these rules and sorting, filtering, PivotTables, and charts all "just work."

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