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so in our last video
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we just saw examples of
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our three different data categories
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that we've been talking about in Excel
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and as a reminder
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these categories are text
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numbers and formulas
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within each of these categories
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there are several different data types
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and this is especially the case
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when we're talking about numbers
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as you know
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numbers can represent a whole bunch of different things
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numbers may be currency
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like US dollars
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numbers might be times and dates
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numbers might be percentages or fractions
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and so there's a possibility that
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even when we're entering
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in data in one of our categories
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we may have confusion
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about what those numbers represent
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in this video
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what we're gonna be talking about
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is we'll preview a few of these different data types
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and we'll learn how to understand
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how Excel is interpreting these data types
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so that we know
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whatever data we're putting into a spreadsheet
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we're thinking about it the same way Excel is
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in vice versa
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this is a very important topic
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we wanna make sure that Excel is
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thinking about our data the same way that we are
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and I'll give you a little example here
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to show how important this is
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so if we just go into a blank Excel sheet and
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let's say we're interested in entering in a fraction
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and so we type in 1/2
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we can already start thinking about
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the different ways Excel may view this data
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this number
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and what it might do with it
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and so we're thinking of this as a fraction 1/2
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is Excel thinking of it as a fraction
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or is it maybe thinking of it as a date
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it might be January 2nd
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it might be February 1st
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depending on where we live and how we write our dates
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we can even imagine that
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because we've been working with formulas and equations
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Excel might actually calculate this value out
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and give us a value of 1/2
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point five as a decimal right
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so there are lots of possibilities for confusion here
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so let's just see what Excel does
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when we enter in this value of 1/2
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now we see the whole point of this video
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when we typed in a fraction
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Excel immediately interpreted this
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in some kind of date format
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what this is
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is this is an issue of self formatting
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we can resolve this issue through self formatting
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and by using self formatting
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we can help avoid these kinds of miscommunications
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you can see that this can be a very important source of
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errors in Excel
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if we think data represent something else
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than how Excel is interpreting it
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so in this video
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we're gonna learn how to
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identify and avoid this problem
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and this is going to save us a lot of trouble in
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the long run
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so as we explore cell formatting
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we're going to start with a
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very simple spreadsheet here
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and we'll start with a review of
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our three different data
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data categories
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and see how they work with data we've been working with
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and then we'll move on to the situations
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where we're more likely to have errors
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and we'll find out how to fix and avoid those errors
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so we've been dealing with temperature data
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you saw that
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that's going to be one of the projects we're working on
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and one of the text categories that we can talk about
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is we have months associated with temperature data
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and so we'll just start out with the month of January
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here I'll make sure I spell it properly
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and then I'll give you another example
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where text doesn't have to be a single word
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it might be notes
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it might be a sentence
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we might have addresses
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for example
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or just some kind of note
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I'm gonna say
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my name is Kevin
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and what we see is this is formatted as text perfect
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nothing strange going on here
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we can also add in numbers
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we've been dealing with temperatures
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and you may recall that the high daily temperature
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on average for the month of January where I live
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is about 51 degrees Fahrenheit
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and the low temperature is about 30 degrees Fahrenheit
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so I can enter those numbers in as well
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one thing you'll notice immediately
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and this is part of how Excel is doing itself
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formatting is it's telling us that it's
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seeing different things in these data
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it's justifying text data
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to the left you see
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the January is on the left hand side of that cell
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and it's justifying or aligning miracle data
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number data to the right
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so Excel is sending us signals here
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about how it's interpreting these values
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this is important for us to catch up
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to catch on to
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because this is how we communicate with Excel
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and Excel communicates with us right now
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everything is great
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it sees our text as text
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it sees our numbers as numbers
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remember that we can also do formulas
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we start formulas with an equipped with an equal sign
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and maybe we just wanna calculate the difference again
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between this high and low temperature in January
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51 - 30 so we have a formula here
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but when we enter that in
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what we see is we get the result
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we get that numerical value justified to the right
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and so Excel is telling us hey
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here's the answer
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it's a number and so
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I'm putting that on the right hand side of the cell
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we can also take advantage of cell referencing
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and we can do the same thing
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where we subtract the value in C3
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from the value in value in B3
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and we get the same result
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these are numbers
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the answer is a number
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the underlying data is a formula however
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and we can always look up into this formula bar
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to see what that formula is
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but if the result
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of the formula of the equation is a number
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will have those data presented to us
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as a number
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all of this is a feature of Excels
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General cell formatting
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so let's quickly explore what the cell format
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of these cells is
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we'll click on one of these cells
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we'll click on January
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we will right click
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and now we'll go down to format cells
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this is going to give us a menu
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telling us how that cell is formatted
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right now it's formatted in the general cell format
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no specific number format
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and as you can see
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it handles text just fine
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we can also look in this number here
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also the general format and so
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we just Learned that the general format handles numbers
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and it handles text
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that's great
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what about with formulas
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let's click on this cell again
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right click
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format cells again
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we see this is a general format cell
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so the general format in Excel
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is the default cell format
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and it can handle text
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it can handle numbers
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and it can handle formulas like we've been dealing with
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this is great
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you can see we have a bunch of other cell formats here
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and this is where self formatting can become
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really important
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and where it can lead to
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and help us avoid errors in our spreadsheets
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so let's explore in a little more detail
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this issue of self formatting
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so as we saw in the introduction of this video
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it's dates where things can get more complicated
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so let's work with some dates here
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and I'll start just by entering in
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a typical date format of January 1st, 2021
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and we'll see that Excel recognizes this is a date
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it pushes it to the right as if it's a number
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and it does a little bit of formatting there
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it actually changed how the date looked
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I entered in 1 slash 1
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and it changed to 0 1 slash 0 1
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and that's because Excel is doing some formatting here
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so we'll go back to our Format Cells menu
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hey and Excel has identified that I entered in a date
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and it used this default date format
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that I have set on Excel
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but you see
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we have numerous other date formats we can choose
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we can even have Excel calculate the
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day of the week for us
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which is really pretty cool
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we change that
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and we find out
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or were reminded
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that January 1st this year was a Friday
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that's really cool
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but the critical thing is
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now that this cell is formatted as a date
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it's going to stay as a date
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that's really critical to understand here
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so if I delete this
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the date is gone
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but the cell is still formatted as a date
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so if I enter in another number
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say the No. 23
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Excel converts that to a date
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this is a huge and important source of errors in Excel
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and it's because of this cell formatting
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once Excel changes the cell's format to one
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kind like date
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it's going to stay that way
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unless we change it back
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so if we actually want the cell to be a number
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we need to make sure it's in the general
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or number format
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we'll go with the general format
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the default
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now I can enter in 23
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and it will stay as a No. 23
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but since we're working here with dates
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I'm gonna convert that back to the date
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and there we have it
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I'll go back to having the day of the week in there
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right click down to format cells
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and then we can adjust how we want things to look
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beautiful and remember
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even when we input the fraction 1/2
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Excel interpret that as a date
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January 2nd
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it looks like it's saying here
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so what do we do
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if we actually want a fraction to be a fraction
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well that's another job for self formatting
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and so let's go here to our other
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area of the Excel spreadsheet
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where we're gonna be dealing with fractions
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here we will preemptively change the cell format
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to make sure
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that it's going to reflect what we want it to
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in this case
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it's going to reflect fractions
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we'll go down to format cells
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we will choose that we want it to be a fraction
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we'll be fine with one digit
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we don't need two digits
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or three digits for this fraction
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because we're just going to do 1/2
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beautiful keeps it as a fraction
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doesn't calculate it as a proportion
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doesn't convert it into a date
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because we said we wanted that to be a fraction now
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if we do want Excel to calculate that as a proportion
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right 1/2 being point five
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of course we can just tell Excel to do it as a formula
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and here we'll see
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it calculates that is 0.5
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because it's always going to
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output the results of formulas as numerical values
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as decimals
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as opposed to fractions
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so hopefully
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this is starting to make sense
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that there are certain data types
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where Excel is going to say aha
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I'm going to assume this is a date
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and put it into a date
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we can fix and change that using self formatting
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and then there are other times
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like for fractions
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we want to change self format
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self formatting
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to make sure it reflects
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the kind of data we're inputting
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a final example of this is with currency
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maybe we want this number to not just reflect a number
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maybe we want that number to reflect
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a value of currency
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and so again
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this is a job for cell formatting
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right click
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format cells
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this time we'll
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we'll select currency
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this is very common in a lot of spreadsheet
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applications
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where we're dealing with dollars and cents
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in this case
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we'll deal with US dollars
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but you can see we have a whole bunch of different
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currencies to choose from
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we'll keep two decimal places
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because that makes sense for many currencies
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where we have cents
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in dollars or other smaller fractions of currencies
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and once we convert that
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boom now it looks like a currency again
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this is really fantastic
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because it makes explicitly clear
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what the data are that we're working with
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it's not just a number
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this is currency
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so there's some critical information
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for you on cell formatting
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maybe the most important thing to remember is that
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for some types of data
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Excel is going to convert the cell formatting for you
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this happens most frequently with dates
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and if you don't want that to happen
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then the solution is to go into your right click menu
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choose format cells
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and change that cell formatting to be
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how you want it to be
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understanding this is really critical to successfully
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having a spreadsheet that doesn't have errors in it
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again this is a very common source of errors
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and I'm hopeful that this information will help you
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avoid some of the frustrations
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and errors that come along with learning Excel
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and now you'll have the
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opportunity to practice some of these skills
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dealing with cell format
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