BASIC TECHNIQUES IN USING
EXCEL
TO ANALYZE ASSESSMENT DATA
University of Hawai‘i at Mānoa 11/15/12
1
Mission: Improve Student Learning
Through Program Assessment
Workshop outcomes
By the end of this workshop, you will be
able to utilize basic Excel techniques to:
1.
enter data into Excel
2.
check for data-entry errors
3.
summarize data using simple formulas
and charts/tables
PART 1:
ENTERING DATA INTO EXCEL
Before entering data into Excel
Give an ID to each questionnaire/test/rubric rating sheet: 101, 102…
10 1
5
Develop a code book
Code Option Categories1 Strongly Disagree 2 Somewhat Disagree 3 Neutral 4 Somewhat Agree 5 Strongly Agree 6
Template for Data Entry
Header
Each column has one variable
(survey item, test item/section, rubric criteria)
Each row has one observation
(test-taker, respondent, student)
Entering data into Excel: tips
•Move to the next cellTab
• Move to the next observation
Enter
• Move back one cell
Shift
Tab
• Or if you prefer, use the arrow keys
Freeze Pane
View Tab Freeze Panes Freeze Top Row
9
Freeze pane
To make the header row visible all the time
Hands-on task 1
•Enter data from the five survey response sheets
•Remember:
1. Give each respondent an ID code
2. Follow the code book to enter data in Excel
3. One item per column
4. One respondent per row
5. Tab tab tab tab tab ENTER or ENTER
6. Freeze the top row
Additional resources
•Beauchemin, A. (2011) Microsoft Excel 2010 tutorial.
Retrieved from
http://www.goodwin.edu/computer_resources/pdfs/excel _2010_tutorial.pdf
•Chan, V. (2012). Working with data in Excel part 1: 10
Excel data entry tips everyone should know. Retrieved
from http://www.launchexcel.com/excel-data-entry-power-tips/
PART II:
CHECK FOR DATA-ENTRY ERRORS
13
What can go wrong in data entry?
•Out of scale typos (e.g., 0, 6 on a scale between 1 to 5) •Two answers in one cell (e.g., 34)
•Skipping an item (e.g., missing a cell)
Find out the max and min in a range
Count the numeric values in a range
Excel formula essentials
•Always start with a “=“ (e.g., = 6-1)•Call an excel function (e.g., min, max, count)
•Find a cell reference = column letter + row letter (e.g.,
A1)
•Specify the range for the function:
B2
B2:B5
First cell in the range Last cell in the range “to”
Hands on Exercise
•Find out the minimum, maximum, and the number of
values for Item 1. Use the following functions:
=min(B2:B6)
=max(B2:B6)
=count(B2:B6)
•Copy and paste the formulas to Item 2 to Item 5.
Practice reverse coding
•Create a new variable “Item5_RC” in Cell G1.
•Use the formula = 6 – (Cell for Original Item 5).
•Copy and paste the formula to all observations.
17
Additional resources:
•Excel count functions with both text and video tutorial http://www.contextures.com/xlFunctions04.html •Top ten ways to clean your data
http://office.microsoft.com/en-us/excel-help/top-ten-ways-to-clean-your-data-HA010221840.aspx
PART III:
SUMMARIZING DATA INTO A TABLE
Steps (Demonstration)
1. Calculate the count for each option category using:
2. Calculate the percentage for each option category 3. Copythe header and Paste Special Transpose
4. Copythe formula and Paste Special as Values & Transpose
5. Calculate the percentage of students who met the criteria.
=countif(range,criterion)
Example: =countif(B2:B6,1)
Step 1: count each option
•Label each option in the first column•Example
or
•In the cell next to the first label “1” type:
•In the cell next to the label “2” type:
•Repeat the step for all the options.
•Copy the formula and paste under the rest of the items. 1 2 3 4 5 Strongly Disagree Somewhat Disagree Neutral Somewhat Agree Strongly Agree
=countif(B2:B6,1)
=countif(B2:B6,2)
21Step 2: Calculate % for each option
=B10/B$5
$ anchor
Format the cell into “Percentage”
•On the Home tab, in the Number group, Click the arrow next to the Number Format box, and click Percentage.
•Get to Number Format box, click “More Number Formats.”
•In the pop-up window, type “0” as the decimal place.
•Or choose “%” and icon in the ribbon.
Results so far
Step 3: Transpose the header
•Select the header in the first row.•Copy the header: Ctrl + C
•Point to a space that you want to paste.
•Click the down arrow key under “Paste,” and “choose Paste Special.”
•Check “Transpose” in the pop-up window.
•Or
25
Step 4: Transpose the values
•Select the percentages andcopy them (Ctrl + C)
•Point to the cell where you want to paste.
•In the Home tab, in the Clipboard group, click
Pasteand select Paste Special
•Click Values and number
Results so far
Problem with presenting a table like
this:
• Too many numbers
• Information not interpretable
• Need to specify N
Step 5: Calculate % agree
•Add up the percentages under option 4 and 5 %
agree
•Copy and paste the formula to the rest of the rows.
•In another area on the spreadsheet, label the items.
•Copy all the “% Agree” values and Paste them next to the item labels as Values and Number Formatting
Results so far
29
Sort the % Agree values
1. Go to the Home tab, in the Editing group, click Sort & Filter.2. In the drop-down menu, click Custom
Sort.
3. In the Sort pop-up window, check My
data has headers; choose “% Agree” to Sort by. Select Largest to Smallest under Order.
Results so far
PART IV:
PRESENTING THE DATA IN A
CHART
Steps to create a chart
1. Select the cells with data and the header.
2. Go to the Insert tab, in the Charts
3. Click Column chart type, and then click the first
subtype — 2D clustered column
4. Format the chart as desired
33
It looks like this:
Tips on chart formatting
•Make the range of the y-axis cover the possible range (i.e., 0 to 100%)
•Add data labels
•Delete grid line
•Delete axis
•Delete legend
•Change the title
Change axis range
•Right click on the y-axis. Choose Format Axis at the
bottom of the pop-up menu.
•Select Fixed for Maximum and type “1” next to it.
Add data labels
•Right click on one of the value bars.
•Choose Add Data Labels in the pop-up menu.
37
Cleaned up chart
Hands on Task
Open the data file: sample data_rubric.xlsx
Use the raw data in the first sheet and duplicate the results in the sheet: tables and charts.
QUESTIONS?
Hawai‘i Hall 107
2500 Campus Road, Honolulu, HI 96822 manoa.hawaii.edu/assessment (808) 956-6669
Page 1
Please rate the quality of the workshop: Strongly Disagree Somewhat Disagree Neutral Somewhat Agree Strongly Agree 1. The handouts and the PowerPoint
are very useful. ○ ○ ○ ● ○
2. The topics covered are relevant to
what I am doing. ○ ○ ○ ○ ●
3. The allocation of time on each topic
is appropriate. ○ ○ ● ○ ○
4. The presentation skills of the
presenter are very good. ○ ○ ● ○ ○
5. This workshop is NOT useful to me. ● ○ ○ ○ ○
Comments: Very useful. The presenter spoke a little fast in the end.
Page 2
Please rate the quality of the workshop: Strongly Disagree Somewhat Disagree Neutral Somewhat Agree Strongly Agree 1. The handouts and the PowerPoint
are very useful. ○ ○ ○ ● ○
2. The topics covered are relevant to
what I am doing. ○ ○ ○ ○ ●
3. The allocation of time on each topic
is appropriate. ○ ○ ○ ○ ●
4. The presentation skills of the
presenter are very good. ○ ○ ● ○ ○
5. This workshop is NOT useful to me. ● ○ ○ ○ ○
Comments: Good job. If the presenter can speak slower, it would be better.
Page 3
Please rate the quality of the workshop: Strongly Disagree Somewhat Disagree Neutral Somewhat Agree Strongly Agree 1. The handouts and the PowerPoint
are very useful. ● ○ ○ ○ ○
2. The topics covered are relevant to
what I am doing. ● ○ ○ ○ ○
3. The allocation of time on each topic
is appropriate. ● ○ ○ ○ ○
4. The presentation skills of the
presenter are very good. ● ○ ○ ○ ○
1. The handouts and the PowerPoint
are very useful. ○ ○ ○ ● ○
2. The topics covered are relevant to
what I am doing. ○ ○ ○ ○ ●
3. The allocation of time on each topic
is appropriate. ○ ○ ○ ○ ●
4. The presentation skills of the
presenter are very good. ○ ○ ○ ● ○
5. This workshop is NOT useful to me. ○ ● ○ ○ ○
Comments: the handouts are very good. The fonts on the PowerPoint are too small and too dense. It’s hard to read the PowerPoint.
Page 5
Please rate the quality of the workshop: Strongly Disagree Somewhat Disagree Neutral Somewhat Agree Strongly Agree 1. The handouts and the PowerPoint
are very useful. ○ ○ ● ○ ○
2. The topics covered are relevant to
what I am doing. ○ ○ ○ ○ ●
3. The allocation of time on each topic
is appropriate. ○ ○ ○ ○ ●
4. The presentation skills of the
presenter are very good. ○ ○ ● ○ ○
5. This workshop is NOT useful to me. ● ○ ○ ○ ○
Comments: Presenter needs to speak louder.