Managing Data with Excel

Conrad Carlberg is president of Network Control Systems, a firm that develops event and statistical analysis software for the health care industry. He holds a doctorate from the University of Colorado and has authored nine books on Excel, including Que's Business Analysis with Excel. Carlberg lives near San Diego and would go sailing more frequently if his loved one would just take the man overboard drill again.

Introduction.


About Excel. How to Use This Book.

I. PITFALLS IN DATA MANAGEMENT.

1. Misusing Excel as a Database Management Tool.


Putting Data Management into Context. Overworking Functions. Transposing Rows and Columns. Using Labels Instead of Codes. Handling Variable Numbers of Records per Category. Changing Horses.

II. MANAGING DATA INSIDE EXCEL.

2. Excel's Data Management Features.


Using the Worksheet Functions: An Overview. Locating Data with OFFSET. Finding Data with INDEX. Finding Data with MATCH. Using MATCH with Other Functions. Using VLOOKUP. Rearranging Data with TRANSPOSE. Getting Data from a Pivot Table: GETPIVOTDATA. Looking Ahead.

3. Excel's Lists, Names, and Filters.


Creating Lists. Sorting Lists. Working with Names. Filtering Data with the AutoFilter. Using the Advanced Filter. Looking Ahead.

III. MANAGING EXTERNAL DATA FROM INSIDE EXCEL.

4. Importing Data: An Overview.


Getting External Data into the Workbook. Importing Data to Pivot Tables. Looking Ahead.

5. Using Microsoft Query.


Understanding "Query". Querying Multiple Tables. Joining Parent and Child Records. Using Database Queries. Handling the Data Range. Managing Boolean Fields and Check Boxes. Looking Ahead.

6. Importing Data: Further Considerations.


Understanding Pivot Tables. Preparing Data for Pivot Tables. Using Criteria with Microsoft Query. Querying Web Sites. Looking Ahead.

IV. MANAGING DATABASES FROM INSIDE EXCEL.

7. VBA Essentials Reviewed.


Using VBA to Manage Data. Establishing Subroutines. Understanding Dot Notation. Using Loops. Using With Blocks. Understanding the Macro Recorder's Code. Using Object Variables. Looking Ahead.

8. Opening Databases.


Connecting to a Database. Connecting Using ADO. Specifying the Data Source. Opening the Connection. Opening a Database Using DAO. Dealing with Secured Jet Databases. Opening a Secured Access Database. Looking Ahead.

9. Managing Database Objects.


Creating Tables. Defining Fields. Creating Queries. Looking Ahead.

10. Defining Fields and Records with ActiveX Data Objects and Data Access Objects.


Creating Databases from Excel. Creating a New Database Using DAO. Creating a Table and Fields Using ADO. Declaring and Using Recordsets. Understanding DAO Recordset Types. Understanding ADO Recordset Types. Looking Ahead.

11. Getting Data from Access and into Excel with ADO and DAO.


Using CopyFromRecordset. Building an Application. Bringing Data Back from a Parameterized Query. Returning Data from a Database to a User Form. Looking Ahead.

12. Controlling a Database from Excel Using ADO and DAO.


Using DAO to Execute Action Queries. Using ADO to Execute Action Queries and Stored Procedures. Using DAO Recordsets to Move Data from Excel to a Jet Database. Using ADO to Move Data from Excel to a Database. Looking Ahead.

Index.