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Excel for Library Projects

This library guide supports the Minitex workshop series, Excel for Library Projects: Learn by Doing, running Sept-Dec 2024.

Session 2 Description

Project 2: The Weeding Report

Let’s prepare a weeding report from sample physical collections data. For this project, we’ll continue learning how to use functions effectively. We’ll calculate how many years ago an item was acquired or circulated. We’ll look at a simple method to combine these calculations as a single variable we can use efficiently to identify candidates for weeding. We’ll use conditional formatting and other techniques to improve the legibility of our report.

This is a picture of a spreadsheet.

What we'll learn or review: additional formatting; convert numbers stored as text to numbers; functions: Len(), CountIf(), CountIfs(), Year(), If(), And(), IsError(), IsNumber(), Index(Match); basic pivot charts; basic conditional formatting.

Session Introduction

Project 2 Resources

Embedded Video of Session 2

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