📊 Quick Reference Guide

Titanic Dashboard Workshop - Shortcuts & Formulas Cheat Sheet

⌨️ Essential Excel Shortcuts

Action Windows Mac
Select All Data Ctrl + A Cmd + A
Copy Ctrl + C Cmd + C
Paste Ctrl + V Cmd + V
Paste Special (Values) Alt + E + S + V Cmd + Ctrl + V
Fill Down Ctrl + D Cmd + D
Create Table Ctrl + T Cmd + T
Apply Filter Ctrl + Shift + L Cmd + Shift + F
Create Pivot Table Alt + N + V Cmd + Option + P
Insert Chart Alt + F1 Fn + Option + F1
Refresh Pivot Table Alt + F5 Cmd + Option + R
Format Cells Ctrl + 1 Cmd + 1
Find Ctrl + F Cmd + F
Replace Ctrl + H Cmd + H
Save Ctrl + S Cmd + S

📐 Essential Formulas

Data Cleaning Formulas

Check for Missing Values

=IF(ISBLANK(A2),"Missing","Present")

Use this to identify blank cells in your dataset

Fill Missing Ages with Average

=IF(ISBLANK(E2),AVERAGE(E:E),E2)

Replace blank age values with the column average

Create Age Groups

=IF(E2<18,"Child",IF(E2<60,"Adult","Senior"))

Categorize ages into Child, Adult, or Senior groups

Convert Binary to Text

=IF(B2=1,"Survived","Did Not Survive")

Convert 0/1 values to readable text

Convert Port Codes to Names

=IF(I2="C","Cherbourg",IF(I2="S","Southampton","Queenstown"))

Transform port codes (C/S/Q) into full names

Analysis Formulas

Count with Multiple Criteria

=COUNTIFS(B:B,1,D:D,"female")

Count survivors who are female

Calculate Survival Rate

=SUMIF(D:D,"male",B:B)/COUNTIF(D:D,"male")

Calculate survival rate for males

VLOOKUP Example

=VLOOKUP(C2,ClassTable,2,FALSE)

Look up class descriptions from a reference table

Handle Errors

=IFERROR(your_formula,0)

Prevent error messages from appearing

📊 Pivot Table Quick Guide

Creating a Pivot Table

  1. Select your data range (including headers)
  2. Go to Insert → PivotTable
  3. Choose New Worksheet
  4. Click OK

Pivot Table Field Areas

Area Purpose Example
Rows Categories to analyze Sex, Pclass, Age_Group
Columns Data to compare across Survival_Status
Values Numbers to calculate Count of PassengerId
Filters Top-level filters Pclass, Embarked

Show Values As Options

💡 Pro Tip: To show percentages, right-click on any value in the pivot table → Show Values As → % of Row Total

📈 Chart Selection Guide

Chart Type Best For When to Use
Column Chart Comparison Compare values across categories (Gender, Class)
Bar Chart Comparison (horizontal) Long category names or many categories
Stacked Column/Bar Part-to-whole comparison Show survival vs death within each group
Line Chart Trends over time Show changes across time periods
Pie Chart Proportions Show parts of a whole (max 5-6 slices)
Scatter Plot Relationships Show correlation between two variables

Chart Formatting Checklist

🎨 Dashboard Design Guide

Layout Structure

Adding Slicers

  1. Click on any pivot table
  2. Go to PivotTable Analyze → Insert Slicer
  3. Select fields to add as slicers
  4. Right-click slicer → Report Connections
  5. Connect to all relevant pivot tables

Professional Touches

💡 Color Scheme Suggestion: Primary (#2E86AB), Secondary (#A23B72), Accent (#F18F01), Success (#4CAF50), Danger (#C73E1D)

🔧 Common Issues & Solutions

Problem Solution
Pivot table not updating Right-click pivot → Refresh or press Alt + F5
Slicer not affecting charts Right-click slicer → Report Connections → Check all pivot tables
Formula shows as text Check cell format (should be General, not Text). Remove leading apostrophe.
#DIV/0! error Wrap formula in IFERROR: =IFERROR(formula,0)
Chart labels overlapping Right-click axis → Format Axis → Adjust text angle or reduce font size
Can't create pivot on new sheet Save as .xlsx (not .csv). CSV doesn't support multiple sheets.
Missing data in pivot Check your data range. Refresh pivot table.

📋 Final Column Structure

After completing all data cleaning steps, your dataset should have these columns:

Column Name Data Type Description
A PassengerId Number Unique identifier
B Survived 0 or 1 0 = No, 1 = Yes
C Pclass 1, 2, or 3 Ticket class
D Sex male/female Gender
E Age Number Age in years (no blanks)
F SibSp Number Siblings/Spouses aboard
G Parch Number Parents/Children aboard
H Fare Decimal Ticket price
I Embarked C, Q, or S Port of embarkation
J Age_Group Text Child/Adult/Senior
K Survival_Status Text Survived/Did Not Survive
L Port Text Cherbourg/Southampton/Queenstown
✅ Final Check: You should have 12 columns and approximately 889 rows after cleaning.

Titanic Dashboard Workshop - Quick Reference Guide

Data Storytelling with Excel | Version 1.0

For more resources, visit the workshop materials section