1 00:00:00,05 --> 00:00:01,06 - [Jordan] Now, whenever we work 2 00:00:01,06 --> 00:00:03,00 with project management data, 3 00:00:03,00 --> 00:00:04,08 we always want to stay organized. 4 00:00:04,08 --> 00:00:06,08 Luckily, Excel has a great way to stay organized 5 00:00:06,08 --> 00:00:10,07 as you add and modify data around your projects. 6 00:00:10,07 --> 00:00:13,00 So go ahead and open the exercise file 7 00:00:13,00 --> 00:00:15,02 associated with this video 8 00:00:15,02 --> 00:00:17,04 and you can go click the complete tab. 9 00:00:17,04 --> 00:00:19,02 This is what it's going to look like at the end. 10 00:00:19,02 --> 00:00:21,00 This is what's called an Excel table. 11 00:00:21,00 --> 00:00:23,00 One of the great things about Excel tables is 12 00:00:23,00 --> 00:00:24,09 that they allow us to use slicers, 13 00:00:24,09 --> 00:00:26,02 and that's just one of the few things. 14 00:00:26,02 --> 00:00:28,03 But I'm going to show you how to implement one 15 00:00:28,03 --> 00:00:30,01 and some of the advantages. 16 00:00:30,01 --> 00:00:32,06 So I'm going to go to the start tab over here. 17 00:00:32,06 --> 00:00:36,03 I'll highlight A1 all the way through G7. 18 00:00:36,03 --> 00:00:38,00 Then I'm going to go up to the insert tab 19 00:00:38,00 --> 00:00:39,04 and I'm going to click table. 20 00:00:39,04 --> 00:00:42,04 Now, Microsoft likes to call these control T tables 21 00:00:42,04 --> 00:00:45,04 because you can also get to them via a control T 22 00:00:45,04 --> 00:00:47,04 instead of going to insert table. 23 00:00:47,04 --> 00:00:48,07 But we also say that 24 00:00:48,07 --> 00:00:51,05 to differentiate them from regular ranges of data, 25 00:00:51,05 --> 00:00:53,06 which someone might also refer to as a table. 26 00:00:53,06 --> 00:00:55,04 In any case, once you've done that, 27 00:00:55,04 --> 00:00:57,05 make sure my table has headers is clicked, 28 00:00:57,05 --> 00:00:59,07 and then go ahead and click okay. 29 00:00:59,07 --> 00:01:01,07 One thing I like to do is whenever I create a table, 30 00:01:01,07 --> 00:01:03,09 I remove the banded rows 'cause they drive me nuts. 31 00:01:03,09 --> 00:01:06,05 And over here I always give it a name. 32 00:01:06,05 --> 00:01:09,08 So we could give it a name like data, very easy. 33 00:01:09,08 --> 00:01:13,00 Now, some of the cool things about tables are 34 00:01:13,00 --> 00:01:15,01 that you can refer to them and other cells. 35 00:01:15,01 --> 00:01:17,04 So for instance, I'm going to type in data here 36 00:01:17,04 --> 00:01:19,04 and you can see that it refers to the whole thing. 37 00:01:19,04 --> 00:01:21,08 I can do a left square bracket that's going to open up 38 00:01:21,08 --> 00:01:25,01 the different columns in the table. 39 00:01:25,01 --> 00:01:26,09 For instance, task ID, 40 00:01:26,09 --> 00:01:28,09 and I'm just going to show you this very quickly 41 00:01:28,09 --> 00:01:30,01 just so you get an idea of it. 42 00:01:30,01 --> 00:01:31,07 Now, as we go through this course, 43 00:01:31,07 --> 00:01:33,00 we're going to use these a lot more. 44 00:01:33,00 --> 00:01:34,06 I just wanted to show you that that's one 45 00:01:34,06 --> 00:01:36,00 of the great benefits of it. 46 00:01:36,00 --> 00:01:37,01 One of the other benefits is 47 00:01:37,01 --> 00:01:39,00 that we can always add data to the bottom of the table. 48 00:01:39,00 --> 00:01:41,00 For instance, I can type in a seven here. 49 00:01:41,00 --> 00:01:43,09 This is going to grow to accommodate it. 50 00:01:43,09 --> 00:01:46,00 I'll right click this here and hit delete. 51 00:01:46,00 --> 00:01:48,09 And one of the other things we're going to be using as well 52 00:01:48,09 --> 00:01:52,04 is the ability to create columns on the fly 53 00:01:52,04 --> 00:01:55,05 that allow us to measure data that's assigned in the table. 54 00:01:55,05 --> 00:01:58,05 So if you put your cursor right next to the cell 55 00:01:58,05 --> 00:02:01,05 that's closest to the table, you can put it in H1 56 00:02:01,05 --> 00:02:04,08 and you can type in new column like this and hit enter 57 00:02:04,08 --> 00:02:06,04 and it's going to create a new column. 58 00:02:06,04 --> 00:02:09,01 Now we're going to do a lot more with that here soon, 59 00:02:09,01 --> 00:02:10,09 I just want to show you that that's available. 60 00:02:10,09 --> 00:02:13,05 I'm going to right click column H and hit delete. 61 00:02:13,05 --> 00:02:15,03 The thing I want to show you immediately, however, 62 00:02:15,03 --> 00:02:17,04 is you can go up to insert 63 00:02:17,04 --> 00:02:19,04 and you can drop in a slicer. 64 00:02:19,04 --> 00:02:22,07 So the way a slicer works is it allows you to 65 00:02:22,07 --> 00:02:26,09 slice on a specific piece of data in your table. 66 00:02:26,09 --> 00:02:29,00 The best things that work with slicers 67 00:02:29,00 --> 00:02:31,03 are ones that have repeating categorical data. 68 00:02:31,03 --> 00:02:33,09 So "assigned to" is the clearest example. 69 00:02:33,09 --> 00:02:36,06 I'll click "assigned to" and hit okay. 70 00:02:36,06 --> 00:02:38,02 It's going to put out a slicer here. 71 00:02:38,02 --> 00:02:41,01 I'm going to just resize our slicer, make it a little nicer. 72 00:02:41,01 --> 00:02:43,00 But you can see that this is going to allow us 73 00:02:43,00 --> 00:02:47,02 to automatically filter on the table and it is live. 74 00:02:47,02 --> 00:02:49,08 So if I change this to my name, Jordan, right here, 75 00:02:49,08 --> 00:02:53,02 we will see that it actually adds that in. 76 00:02:53,02 --> 00:02:55,01 Now that you know how to keep your data organized 77 00:02:55,01 --> 00:02:56,05 in the table, in the next movie 78 00:02:56,05 --> 00:03:00,00 we're going to talk about knowing what metadata to track.