Excel: Basic Data Analytics

Here’s a list of my basic data analytic procedures for Excel in alphabetical order.

As I add more posts to the series, I’ll update this list.

I created this series because:

1) I get asked by new AND EXPERIENCED auditors how to do this tasks,

2) when I review workpapers, I realize too many auditors are not aware of these functions,

Excel: Text to Columns

Excel’s Text to Columns function allows you to separate pieces of data in a single column into multiple columns.

This function helps when key data is buried in a field with other information and you need to extract the key data into a separate column before you can analyze it.

For example, you obtain a list of email addresses, and all you want are the user IDs. Or you get a list of servers, and the server name is server.domain.com, and you need just the “server” name. Or you need to separate LastName, First Name into separate columns. That’s where Text to Columns saves the day.

This article is the fourth post in the Excel basic data analytic series.

Easy! Insert Screenshot in MS Office

With just a few clicks, you can insert a screenshot into Microsoft Word, Excel, or Powerpoint from inside the application.

Excel: Identify Unique Values

To identify unique values in an Excel table, follow the steps below.

This article is the third post in the Excel basic data analytic series, which starts here.

The steps for identifying unique values are similar to identifying duplicates. The first difference shows up in step 3 below.

Excel: Identify Duplicates

While the previous post in this series described how to remove duplicate values in Excel, this post describes how to identify duplicates.

The remove duplicates function doesn’t tell you which values are duplicates, it just removes them. Sometimes you need a list of the duplicates so you can review them in detail or include them in your workpapers.

So we’ll look at how to create a list of duplicates across all values/columns and in specific columns.

Excel: Remove Duplicates

To remove duplicate values in Excel, follow the steps below.

This is the first post in a series of basic data analytic procedures using Excel. If you work with data regularly, these procedures will help you understand your data better and analyze it faster.

I started this series because I am asked how to do these tasks, sometimes by experienced contractors and auditors.

Reader Poll: Who R U?

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