Setting up a Large Data Set

Posted by Brian Evans on November 12, 2014

In order to get the most out of your data, you need to make sure you set up your data in a way that Excel can group it, analyze it and display it in meaningful ways.

Here are some tips that will help you get the most out of a large data set.

  • Avoid putting titles in worksheets that have your data set.
  • Make sure that every column has a header in Row 1
  • Eliminate all blank Rows and Columns
  • Do not include total or subtotal rows within the data set.
  • When possible, make sure that every row has a unique identifier.
  • Make sure every row includes data that allows you to group it with other loans. i.e. Loan Types
  • Make sure that the data on each row that will be grouped together is exactly the same. For example, Excel will not group Unsec and Unsecured loans together.

Setting up the data following these rules will allow you to sort and filter your data, use pivot tables, easily set up mail merges, quickly set up graphs and use many other useful  tools that excel provides.

By taking a little time to set up your data, you save will yourself time in the long run and have a lot more flexibility to analyze and present useful information for you, your staff, your board, your members and examiners.