Join Chris Dutton for an in-depth discussion in this video Categorization, part of Building a Dynamic Heat Map in Excel.
- Alright, now that we understand how Excel…processes dates and times,…let's talk about how we can use some…basic categorization functions…to better organize our data.…Date and time categorization functions…simply just extract individual components from…a given date.…So if you want to see for a given date…what the particular hour is,…what the day is,…the month, year, etcetera,…you can use Date/Time categorization functions…to do that.…Just a quick heads up here,…you can only aggregate data…at higher levels.…
So you are limited by the granularity…of your raw data.…So if you have data that's at the daily level,…you really can't use a minute or hour…categorization function,…you can only aggregate higher.…Taking a look at an example,…if we have a date,…10/3/2015…11:51 AM…we can use a number of basic…categorization functions…to extract individual components of…that date out.…So if we use the year function,…we could pull year 2015…month would return 10,…day returns 3,…since 10/3 is the third day of the month.…
Hour would return 11,…
Chris Dutton provides hands-on examples designed to showcase why certain functions—DATEVALUE, VLOOKUP, COUNTIF, and more—are so valuable to mapping data. He also shows how to use conditional color-scale formatting to map your data matrix, and find different ways to examine the same data with different criteria, using dynamic filters. The course wraps up with a few finishing touches to make your heat map even more useful and engaging, including a preview of what's possible with the Power Map addin.
- Setting up the heat map project
- Using functions such as WEEKDAY and VLOOKUP
- Adding conditional statements
- Formatting with the color-scale feature
- Aggregating data with SUM
- Adding dynamic filters
- Creating formula-based formatting rules
- Adding additional analytics
Skill Level Intermediate
Data Visualization for Data Analystswith Bill Shander1h 31m Beginner
1. Project Setup
2. Date and Time Functions
3. Conditional Statements and Logical Operators
4. Building a Basic Heat Map
5. Adding Dynamic Filters to the Map
6. Creating Formula-Based Formatting Rules
7. Wrapping Up
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