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Microsoft Excel is a widely used spreadsheet application that stores, organizes, and analyzes data across a number of disciplines including education and is available for Windows, Mac OS X, Android, and iOS. Excel relates to education research, measurement, and evaluation because it functions as an efficient and effective data analysis application. This entry describes the basic functions and data analysis tools included in Excel and provides an overview of its statistical capabilities. This entry concludes with a list of the most commonly used formulas, examples of possible outputs, and purchase information.

Basic Functions

The primary purpose of Excel is to organize and analyze large amounts of information. Data are stored in a worksheet (grid) organized in columns and rows that can be manipulated, sorted, and analyzed to meet specific needs of the user. One file can contain multiple worksheets that can be interconnected for efficiency of use and delivered through various forms such as line graphs, charts, and histograms. The most common file extensions are .xlsx, .xlsm, .xlsb, and .xls.

Built into the application are an assortment of procedures to address statistical, scientific, engineering, and financial needs including, but not limited to, pivot tables (which Microsoft refers to as PivotTables), the “what-if” analysis suite, and descriptive statistics. Excel also includes an option for the user to function as a programmer with Visual Basic for Applications as well as the ability to display the spreadsheet as a decision support system and function more as an application would on a computer or smartphone. More frequent and experienced users will be able to use these functions to interactively link with Microsoft Word to generate regular reports and Microsoft PowerPoint to develop slide shows and to send these files out to a subscription list at predetermined intervals.

PivotTables

PivotTables are a function that allows the user to simplify the organization and summarization of a large amount of data. They also provide unique views of the data set as constructed by the user. Among the many possibilities are sorting, counting, totaling, and averaging a large amount of data in one table. All results are constructed in a new table to aid in creating a report for a specific situation as designed by the user. They derive their name from the rotating, or “pivoting,” of data fields graphically to create a new structure providing a unique view of the raw data set.

PivotTables are not created automatically, so the users must design each one specifically to meet their analysis needs. The fields must first be defined, then the raw data in the main table must be assigned to one of the given fields. These fields are typically provided for selection as row or column headers and defined as a report filter, column label, row label, or summation value. Once the fields are defined and the pivot table designed, the user can customize reports based on the needs of the requesting agency or entity. Pivot tables can be a very powerful tool; however, they are intricate in their design, so ensuring there are no errors in the raw data and construction is critical. Error codes are provided if a faulty design exists and the “Help” function will allow for swift analysis of the design flaw.

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