How To Create A Database In Excel For Customers – Lesson 11

In this lesson, we are going to learn how to create, manage, and analyse a database using Microsoft Excel by organising data in tables, applying filters, and performing calculations.

Excel can be used as a simple yet powerful database tool by entering data into structured tables with clearly defined fields (columns) and records (rows). You will learn how to build a customer database, name and select data ranges, and use Excel’s DATA tab tools to sort, format, and organise large amounts of information for easy viewing and management.

We will also explore how to use features like Sort, Find and Replace, and AutoFilter to quickly retrieve and hide data based on conditions such as dates or location. Additionally, you’ll learn how to filter by specific cell values and apply conditions like “Greater Than” or “Equals” to focus on relevant data. Finally, we’ll cover Excel’s ability to summarise financial data using tools like Subtotal, allowing you to calculate totals, averages, and more based on your selected database range.