Spreadsheets for Data Analysis
Spreadsheets are grid-based tools for organizing, calculating, and analyzing data. Applications like Microsoft Excel and Google Sheets let you transform raw numbers into summaries, charts, and models using formulas, functions, and pivot tables.
itData engineering and analytics | OpenSkills.info
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Don't Panic
Don't Panic: Spreadsheets for Data Analysis
A spreadsheet is a grid that lets numbers, text, dates, and formulas occupy the same small patch of territory. Before it, many routine calculations lived in separate ledgers, reports, or programs. Now one cell can hold a value, another can refer to it, and a third can calculate the result. The grid looks quiet. Underneath, it is a very small factory.
The important machinery is references. A relative reference moves when you copy a formula. An absolute reference stays where you put it. A mixed reference locks only its row or column. This is why a copied formula can be either a useful pattern or a tiny act of sabotage. The dollar sign is not decoration. It is a promise about what must not wander off.
Good analysis also needs a table that behaves like a table. One observation per row, one variable per column, headers at the top, and no merged cells in the middle. Keep raw data separate from calculations and summaries. Otherwise filtering, sorting, and pivoting become an archaeological expedition conducted with a mouse.
For summaries, use pivot tables when you need to group many rows by fields such as Region and Quarter. Use formulas such as SUMIFS when a result must respond to selected criteria. Use lookups to connect one table to another. Charts then show comparisons, trends, or relationships, provided their labels say what the numbers are doing rather than merely admiring them.
A spreadsheet has limits. Large datasets slow it down. Repeated manual steps are difficult to reproduce. Multiple editors can make formula changes hard to track. Sensitive data can need controls the workbook does not provide. The rest of the course separates the anatomy of formulas, the compact reference, practice techniques, and quiz questions so you can decide when the grid is the right workshop and when it is time to leave it.
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Sources
- https://support.google.com/docs/table/25273?hl=en
Supports
- Complete function list organized by category (math, statistical, lookup, text, date, logical)
- Function syntax, argument descriptions, and usage examples
- FILTER, UNIQUE, SORT, and other dynamic array functions
- https://support.microsoft.com/en-us/office/formulas-and-functions-294d9486-b332-48ed-b489-abe7d0f9eda9
Supports
- Formula structure and operator precedence
- Relative, absolute, and mixed reference types
- Named ranges and structured references
- Overview of function categories
- https://support.microsoft.com/en-us/excel/use-the-analysis-toolpak-to-perform-complex-data-analysis
Supports
- Enabling and using the Analysis ToolPak add-in
- Histogram, regression, and ANOVA analysis tools
- Data analysis beyond single-formula approaches
- https://support.google.com/docs/answer/46977
Supports
- Entering and editing formulas in Google Sheets
- Autocomplete and function help behavior
- Cell reference types and syntax
- https://support.microsoft.com/en-us/office/statistical-functions-reference-624dac86-a375-4435-bc25-76d659719ffd
Supports
- Statistical functions (AVERAGE, STDEV, COUNT, COUNTIF)
- Distribution functions (NORM.DIST, T.DIST)
- Type-sensitivity of criteria matching in SUMIFS and COUNTIFS
- https://www.computinghistory.org.uk/det/6990/Personal%20Software%20releases%20VisiCalc%2C%20the%20first%20spreadsheet
Supports
- VisiCalc public demonstration in May 1979
- VisiCalc as an early personal-computer spreadsheet
- https://computerhistory.org/blog/personal-computing-1983-innovation-bursting-in-every-direction/
Supports
- Lotus 1-2-3 launch in 1983
- Spreadsheet, database, and graphing functions for the IBM PC
- https://techcommunity.microsoft.com/blog/excelblog/announcing-xlookup/811376
Supports
- VLOOKUP in Excel 1 for Macintosh in 1985
- Microsoft announcement of XLOOKUP in 2019
- https://learn.microsoft.com/en-us/shows/history/history-of-microsoft-1987
Supports
- Excel for Windows announcement and shipment in 1987
- https://googlepress.blogspot.com/2006/06/google-announces-limited-test-on-google_06.html
Supports
- Limited Google Spreadsheets test announced in June 2006
- https://support.microsoft.com/en-US/Excel/file-formats-that-are-supported-in-excel
Supports
- XLSX as the default XML-based Excel format in Excel 2007
- https://techcommunity.microsoft.com/blog/excelblog/preview-of-dynamic-arrays-in-excel/252944
Supports
- Dynamic arrays previewed in September 2018
- Formula results spilling into neighboring cells
- https://techcommunity.microsoft.com/blog/excelblog/let---names-in-formulas---generally-available/1878903
Supports
- LET generally available in Excel in November 2020
- Naming and reusing intermediate calculations in formulas
- https://www.icaew.com/technical/technology/excel-community/how-to-review-a-spreadsheet
Supports
- Data, formula, process, communication, and meta spreadsheet errors
- Structural, data, analytical, and detailed spreadsheet review
- https://www.icaew.com/technical/technology/excel-community/excel-community-articles/2021/intro-to-financial-modelling-part-14
Supports
- Lookup assumptions and error masking as spreadsheet risks
- Anchoring and formula consistency as review concerns
- https://www.icaew.com/technical/technology/excel-community/20-principles-for-good-spreadsheet-practice-2024-edition
Supports
- Staging complex calculations for readability and review
- Avoiding fixed values inside formulas
- https://assets.publishing.service.gov.uk/media/60a4ef9a8fa8f56a353a13e4/SCM_Technical_Build_Guidance_V1_May_2021.pdf
Supports
- Visible worksheet and workbook error checks
- Consistent placement of checks for model operators
