Index

Symbols

######, 138

100% stacked charts, 257

* (asterisk), 198

= (equal sign), 115

# (pound sign), 91

? (question mark), 91

A

absolute formulas versus relative formulas, 118

access, restricting using IRM, 230

accessing SkyDrive, 358

Accounting format, 85

acquiring Microsoft accounts, 356-358

activating sheets, 37

adding

borders around ranges, 96

buttons to ribbon, 15-16

chart elements, 262

charts to sheets, 258

Quick Analysis tool, 258-259

viewing available charts, 260-261

viewing recommended charts, 259

groups to tab, 16

images to headers/footers, 223-224

notes to cells, 214

page numbering to headers/footers, 224

points to sparklines, 273

shapes, SmartArt, 321

space between subtotaled groups, 246-249

sparklines to data, 272-273

tiles to visualizations, 309

Total Row to tables, 67

add-ins, 22-23

adjusting

calculation settings, 114

column widths, 76-77

row heights, 76-77

Advanced Filter, 202

Criteria Range, 203-206

Unique Records Only option, 206-207

Advanced Filter Mode, Power View, 314

aligning text in cells, 79

centering text across selection, 81

changing the way text is oriented, 83

indenting cell contents, 82-83

merging two or more cells, 80-81

wrapping text in cells to the next line, 81

#All, 130

allowing filtering on protected sheets, 201-202

AND, 162-164

applying

chart layouts, 265

chart styles, 264

colors, charts, 264

filters to data sets, 190-191

Apps for Office, 23-24

Area charts, 257

arguments, 144

arranging

pictures, 329-331

windows so you can see multiple sheets at the same time, 9

array formulas, 132-136

deleting, 136

editing, 136

artistic effects, pictures, 329

asterisk (*), 198

attachments, sending Excel files as, 233-234

AutoCorrection Options button, 69

AutoFilter drop-downs, 64

AutoSum button, 148-149

avoiding, 341-342

status bar for quick calculation results, 150-151

SUM rows and columns at the same time, 149-150

Average, 150

avoiding AutoSum button, macro recorder, 341-342

axes, 255

axis, changing display units, 263

B

Bar charts, 256

bar of pie charts, creating, 271-272

BMI (body mass index), calculating, 352

borders

adding to ranges, 96

thick outer borders and thin inner lines, formatting tables, 97

browser view options, configuring, 367-368

bubble charts, creating, 270

built-in rules

dynamic cell formatting with conditional formatting, 104-105

mixing cell formats, 104

buttons, adding to ribbon, 15-16

C

calculated fields, creating (PivotTables), 296-297

Calculate Now, 115

Calculate Sheet, 115

calculating

BMI (body mass index), 352

commission, 351

days between dates, 170

overtime, 171-172

Calculation group (Formulas tab), 115

Calculation Options, 115

calculations, adjusting settings, 114

category labels, 255

cell comments, 214

deleting, 216

editing, 214

formatting, 214

hiding, 216

images, inserting, 215-216

inserting, 214

showing, 216

cell references

entering, 118

simplifying with names, 125-126

cells

adding notes to, 214

aligning text, 79

centering text across a selection, 81

changing the way text is oriented, 83

indenting cell contents, 82-83

merging two or more cells, 80-81

wrapping text in cells to the next line, 81

changing next cell direction when pressing Enter, 51

clearing, 63

coloring, 98

two-color gradient, 98-99

controlling next cell selection, 50

copying formulas, 123-124

deleting, 45

entering formulas, 116-117

font settings, changing, 77-79

inserting, 45

limiting data entry, Data Validation, 71-72

linking to SmartArt shapes, 324-325

moving, 46

on other sheets, using in formulas, 119

referencing

F4, 121

R1C1 notation, 119-121

selecting, 44

unlocking, 228

when formatting doesn’t seem to be working right, 95

wrapping text in, 81

Cell Styles, 109

centering text across selection, 81

cent (¢) symbol, Custom Number format, 93

certifying workbooks with digital signatures, 230

changes

lost changes, recovering, 232-233

preventing by marking files as fine, 230

changing

appearance of PivotTables on sheets, 286

calculation types of field values, PivotTables, 286

chart types, 266

colors, Power View, 310

data visualizations, 305

display units in an axis, 263

font color, 79

font settings of cells, 77-79

next cell direction when pressing Enter, 51

selected layout, SmartArt, 323

shapes, SmartArt, 324

values field calculation, Power View reports, 303

characters, formatting in cells, 79

chart areas, 256

chart data visualizations, inserting, 306-307

Chart Elements list, 262

chart layouts, applying, 265

charts, 253

adding to sheets, 258

Quick Analysis tool, 258-259

viewing available charts, 260-261

viewing recommended charts, 259

bar of pie charts, creating, 271-272

bubble charts, creating, 270

changing chart types, 266

chart styles, applying, 264

color, applying, 264

creating

with multiple chart types, 266-267

with user-created templates, 275

data, updating, 268-269

elements of, 254-255, 262

moving, 265-266

Paste Special, 54

pie charts, rotating, 270-271

preparing data, 254

sizing, 265-266

sorting, 311

stock charts, creating, 269

switching rows/columns, 266

titles

editing, 262-263

formatting, 262-263

types of, 256-258

chart titles, 255

chart types, creating multiple, 266-267

CHOOSE function, 152-153

clearing

cells, 63

conditional formatting, 108

entire sheets, 63

filters, 191

PivotTables, 296

Freeze Panes, 219

closing

files, 12

workbooks, 33

clustered charts, 257

collapsing

fields in PivotTables, 289-290

subtotals, 239

color

applying to charts, 264

changing with Power View, 310

Custom Number format, 91

filtering by, 200

pictures, 328

sorting data by, 180-181

color scales, 102

coloring

cells, 98

two-color gradient, 98-99

sheet tabs, 40

Column charts, 256

columns

adjusting widths, 76-77

copying formulas, 125

deleting, 42

filtering for one column, 192

freezing, multiple, 218

grouping, 249-251

inserting, 41

locking in place, 218

moving, 42-43

outlining, 249-251

rearranging, 186-187

repeating on printed pages, 220-221

selecting entire, 40-41

sorting by value, PivotTables, 289

subtotaling multiple columns, 245

switching in charts, 266

column totals, Quick Analysis, 152

COM add-ins, 22-23

combining

conditional formatting rules, 107

multiple subtotal results to one row, 243-244

multiple visualizations, 309

Combo charts, 257

commands, Quick Access Toolbar

customizing, 17-19

removing, 19

comments, cell comments, 214

commission, calculating, 351

comparison operators, 163

compatibility, PivotTables, 279-280

Compatibility Checker, 231

Compress Pictures dialog box, 331

conditional formatting with dynamic cell formatting, 101-102

applying multiple icon sets, 103-104

built-in rules, 104-105

clearing conditional formatting, 108

combining conditional formatting, 107

custom conditional formatting rules, 105-107

editing conditional formatting, 108

stopping further rules from being, 107

conditions, Custom Number format, 91

confidential information, removing, 231

configuring

browser view options, 367-368

page setup, 220

repeating rows/columns on each printed page, 220-221

scaling data to fit printed pages, 221-222

consolidating data, 208-211

controlling next cell selection, 50

converting

formulas to values, 136-137

text to dates and times, 172

text to numbers, 69

Convert to Number, ranges, 68

copying

formulas to other cells, 123-125

sheets

between workbooks, 39

within same workbook, 38

subtotals to new locations, 240-241

corrections, pictures, 328

Count Numbers, 150

Create PivotTable dialog box, 284

criteria_range, 160

Criteria Range, Advanced Filter, 203-206

cropping pictures, 327-328

Ctrl+Enter, copying formulas, 124

Currency format, 85

custom conditional formatting rules, 105-107

Custom formats, 88

cent (¢) symbol, 93

color and conditions, 91

Date and Time, 93-95

decimals and thousands separator, 91

Number format, 88-89

symbols, 92

text and spacing, 89-91

customizing

commands on Quick Access Toolbar, 17-19

Excel window, 12

adding buttons to ribbon, 15-16

changing size of formula bar, 13

minimizing ribbon to show only tab names, 13

moving Quick Access Toolbar below the ribbon, 17

removing groups from tabs, 15

showing/hiding tabs in ribbon, 14

future workbooks, templates, 35-36

Quick Access Toolbar for the current workbook, 19

custom sequences, sorting data, 184-185

Custom Views, data, 219-220

D

dashboards, 301

#Data, 130

data

adding sparklines, 272-273

chart data, updating, 268-269

consolidating, 208-211

Custom Views, 219-220

dates and times, 48

tying into cells, 49-50

editing, 62-63

entering in multicolumn lists, 50

filtering in PivotTables, 292

clearing filters, 296

Label, Value, and Date special filters, 293-295

listed items, 292-293

Top 10 option, 295

finding on sheets, 70-71

formulas, 48

functions, 48

importance of laying out properly, 114

numbers, typing into cells, 48

preparing for PivotTables, 278-279

preparing for filtering, 190

protecting on sheets, 228

allowing users to edit specific ranges, 228-230

unlocking cells, 228

ranges, preselecting, 51

scaling to fit printed pages, 221-222

separating into single columns, Text to Columns, 54-55

sorting

by color, 180-181

by icons, 180-181

by values, 178-180

fixing sort problems, 187

preparations for, 178

quick sort buttons, 182

quick sorting multiple columns, 182-183

randomly, 183-184

Sort dialog box, opening, 178

with custom sequences, 184-185

summarizing with Subtotal tool, 237-240

text, typing into cells, 48

types of, 48

data bars, 101

data labels, 255

data sets

applying filters to, 190-191

removing duplicates, 207-208

Data Validation, 71-72

data visualizations

changing, 305

inserting chart data visualizations, 306-307

inserting map data visualizations, 308-309

inserting table data visualizations, 305-306

DATE(), 166-167

date and time functions, 166

calculating days between dates, 170

calculating overtime, 171-172

date calculation functions, 169-170

date conversion functions, 166-168

time conversion functions, 168

date calculation functions, 169-170

calculating days between dates, 170

calculating overtime, 171-172

date conversion functions, 166-168

Date Filters, 198-199

PivotTables, 293-295

Date format, 86

Custom Number format, 93-95

dates

grouped dates, Search function, 196-197

grouped dates listing, filtering, 193-195

grouping in PivotTables, 290-292

dates and times, 48

typing into cells, 49-50

dates and times stored as strings, troubleshooting, 172

DATEVALUE, 167

DAY, 167

days between dates, calculating, 170

decimals, 166

Custom Number format, 91

decreasing font size, 78

deleting

array formulas, 136

cell comments, 216

cells, 45

columns, 42

files from SkyDrive, 359

ranges, 45

rows, 42

shapes, SmartArt, 322

share options, 365

sheets, 38

sparklines, 275

delimited text, 55-56

Developer tab, 335-336

diagrams, SmartArt

inserting, 318-320

selecting, 321

digital signatures, certifying workbooks, 230

Disable All Macros Except Digitally Signed Macros, 334

Disable All Macros with Notification, 334

Disable All Macros Without Notification, 334

display units, changing in an axis, 263

distributed files, separating subtotaled groups, 248

#DIV/0!, 138

DLL add-ins, 22-23

Document Inspector, 232

double-click, editing data, 62

downloading workbooks, 358

drilling down, 290

duplicates, removing from data sets, 207-208

dynamic cell formatting with conditional formatting, 101-102

applying multiple icon sets, 103-104

built-in rules, 104-105

clearing conditional formatting, 108

combining conditional formatting, 107

custom conditional formatting rules, 105-107

editing conditional formatting, 108

stopping rules from being processed, 107

E

EDATE, 167

editing

array formulas, 136

cell comments, 214

chart titles, 262-263

conditional formatting, 108

data, 62-63

simultaneous editing, sharing folders, 365-366

workbooks, allowing multiple users to edit at the same time, 216-217

elements of charts, 254-255

Enable All Macros, 335

Enter, changing next cell direction when pressing, 51

entering

data

in multicolumn lists, 50

Paste Special with images and charts, 54

Paste Special with ranges, 52-53

Paste Special with text, 53-54

using Paste to merge noncontiguse selection in rows or columns, 54

formulas cell references, 118

formulas in cells, 116-117

functions

Function Arguments dialog box, 146-147

in-cell tips, 147-148

EOMONTH, 167

equal sign (=), 115

equations, 58-59

error bars, 256

error icon, 139

error messages, troubleshooting formulas, 138-139

Evaluate Formulas dialog box, 141-142

evaluating formulas, 141-142

Excel

opening workbooks, 361

saving to SkyDrive, 359

Excel 97, 2

Excel 2000, 2

Excel 2002, 2

Excel 2003, 2

Excel 2007, 2

Excel 2010, 2

Excel 2013, 2

Excel Help, 11

Excel versions, sharing files between, 231

Excel Web App, 355

configuring browser view options, 367-368

opening, 360-361

requirements, 356

surveys, setting up, 369-371

Excel WebApp, 2

Excel window, 6-8

customizing, 12

adding buttons to ribbon, 15-16

changing size of formula bar, 13

minimizing ribbon to show only tab names, 13

moving Quick Access Toolbar below the Ribbon, 17

removing groups from tabs, 15

showing/hiding tabs in ribbon, 14

ribbon, making selections from, 9

excluding items, Search Function, 195-196

exiting Excel, 12

expanding

fields in PivotTables, 289-290

subtotals, 239

tables, 66-67

Extend Selection option, 21

extensions, 32-33

F

F2, editing data, 62

F4, referencing cells, 121

F9, evaluating formulas, 142

FALSE, 163

fields, PivotTables

expanding/collapsing, 289-290

removing, 285

renaming, 285

file-level protection, protecting workbooks, 227

file permissions, setting, 365

files

closing, 12

deleting from SkyDrive, 359

saving to local drives, 362

sharing between Excel versions, 231

sharing files online, 234

file size of pictures, reducing, 331

Fill Color, 98

Fill Effects dialog box, 99

fill handle, copying formulas, 124

filtering

by color, 200

by icon, 200

by selection, 200-201

data in PivotTables, 292

clearing filters, 296

Label, Value, and Date special filters, 293-295

listed items, 292-293

Top 10 option, 295

for listed items, 192-193

for one column, 192

grouped dates listing, 193-195

on protected sheets, allowing, 201-202

Power View, 312-314

Advanced Filter Mode, 314

highlighting, 315

slicers, 315

with Search function, excluding items, 195-196

filters

Advanced Filter, 202-203

Criteria Range, 203-206

Unique Records Only option, 206-207

applying to data sets, 190-191

clearing, 191

in PivotTables, 296

Date Filters, 198-199

Number Filters, 198-199

reapplying, 192

special filters, 198-199

Text Filters, 198-199

finding

data on sheets, 70-71

functions, 144-145

fixed-width text, 57

fixing

numbers stored as text, 67-69

sort problems, 187

folder permissions, setting, 363-365

folders, sharing, 362

creating new, 363

setting permissions, 363-365

simultaneous editing, 365-366

font color, changing, 79

font settings of cells, changing, 77-79

font size

adjusting row height, automatically, 77

decreasing, 78

increasing, 78

font typefaces, selecting, 78

footers

adding

images, 223-224

page numbering, 224

creating custom, 222-223

format cells, number formats, 85

Accounting, 85

Currency, 85

Date, 86

Fraction, 87

General, 85

Number, 85

Percentage, 87

Scientific, 87

Special, 88

Text, 88

Time, 86

Format Cells dialog box, 80

Format Painter, 101

formatting

cell comments, 214

Cell Styles, 109

characters/words in cells, 79

chart elements, 262

chart titles, 262-263

dynamic cell formatting with conditional formatting, 101-102

applying multiple icon, 103-104

built-in rules, 104-105

clearing conditional, 108

combining conditional, 107

custom conditional, 105-107

editing conditional, 108

stopping further rules, 107

with Format Painter, 101

placeholder text, SmartArt, 323

subtotals, 241

tables with thick outer borders and thin inner lines, 97

titles, reports (Power View), 305

values, PivotTables, 298

form controls, running macros, 346-347

formula bar

changing size of, 13

editing data, 62

formulas, 48, 113

applying names, 126-127

array formulas, 132-136

deleting, 136

editing, 136

converting to values, 136-137

copying to other cells, 123

columns, 125

Ctrl+Enter, 124

fill handle, 124

entering cell references, 118

entering into cells, 116-117

evaluating, 141-142

inserting into tables, 128-129

relative versus absolute, 118

Table formulas, Table names, 129-130

tracking with Watch Window, 140-141

troubleshooting, 137

error messages, 138-139

Trace Precedents, 139-140

with Function Arguments dialog box, 174-175

using cells on other sheets, 119

using names to simplify references, 125-126

versus values, viewing, 115-116

Formulas tab, Calculation group, 115

Formula Wizard, 145

Fraction category, 87

Freeze First Column, 218

Freeze Panes, 218

clearing, 219

Freeze Top Row, 218

freezing multiple rows and columns, 218

Function Arguments dialog box, 146-147

troubleshooting formulas, 174-175

functions, 48, 143

AutoSum button, 148-149

status bar for quick calculation results, 150-151

SUM rows and columns at the same time, 149-150

date and time, 166

calculating days between dates, 170

calculating overtime, 171-172

date calculation functions, 169-170

date conversion functions, 166-168

time conversion functions, 168

entering

with Function Arguments dialog box, 146-147

with in-cell tips, 147-148

finding, 144-145

Goal Seek, 173-174

IFERROR, 165-166

logical functions, 162-163

IF/AND/OR/NOT, 163-164

lookup functions, 152

CHOOSE, 152-153

INDEX, 155-156

INDIRECT, 158-159

MATCH, 155-158

OFFSET, 157-158

VLOOKUP, 153-155

nested IF statements, 164-165

overview, 144

Quick Analysis tool, 152

RAND, 183-184

SUMIFS, 159-160

SUMPRODUCT, 160-162

G

General format, 85

global names versus local names, 127-128

Goal Seek, 173-174

gridlines, 255

grouped dates, Search function, 196-197

grouped dates listing, filtering, 193-195

grouping

columns, 249-251

dates, PivotTables, 290-292

rows, 249-251

Grouping dialog box, 291

groups

adding to tab, 16

removing, 240

from tabs, 15

H

handles, 327

#Headers, 131

headers

adding

images, 223-224

page numbering, 224

creating custom, 222-223

Help, 10-11

hidden information, removing, 231

hiding

cell comments, 216

sheets, 217

tabs in ribbon, 14

totals, PivotTables, 298

highlighting, Power View, 315

HOUR, 169

hyperlinks, creating, 99-100

I

icons

filtering by, 200

sorting data by, 180-181

icon sets, 102

dynamic cell formatting with conditional formatting, 103-104

IF, 162-164

nested IF statements, 164-165

IFERROR, 162, 165-166

images

adding to headers/footers, 223-224

inserting

into cell comments, 215-216

into SmartArt, 320-321

Paste Special, 54

importance of laying data out properly, 114

in-cell tips, 147-148

increasing font size, 78

indenting cell contents, 82-83

INDEX function, 155-156

INDIRECT function, 158-159

Insert Function dialog box, 145

inserting

cell comments, 214

cells, 45

chart data visualizations, 306-307

columns, 41

equations, 58-59

formulas into tables, 128-129

images

into cell comments, 215-216

into SmartArt, 320-321

map data visualizations, 308-309

modules, 337

pictures, 326-327

ranges, 45

rows, 41

sheets, new, 37

SmartArt diagrams, 318-320

symbols, 58-59

table data visualizations, 305-306

tabs, new, 15

titles, reports (Power View), 305

WordArt, 325-326

installing add-ins, 22

interacting with sheets online, 366

IRM, restricting access, 230

italic, applying to finds, 78

items, excluding with Search function, 195-196

K

keyboard shortcuts for moving around on sheets, 20

L

Label Filter, PivotTables, 293-295

legends, 255

limitations of PivotTables, 279

limiting

data entry in cells, Data Validation, 71-72

user entry to selections from a list, 72-73

Line charts, 256

linking cells to SmartArt shapes, 324-325

listed items, filtering for, 192-193

in PivotTables, 292-293

List Range, 206

Advanced Filter, 203

lists

creating custom, 61

limiting user entry to selections from, 72-73

local drives, saving files to, 362

local names versus global names, 127-128

locking rows/columns in place, 218

logical functions, 162-163

IF/AND/OR/NOT, 163-164

lookup functions, 152

CHOOSE, 152-153

INDEX, 155, 156

INDIRECT, 158-159

MATCH, 155-158

OFFSET, 157-158

VLOOKUP, 153-154

troubleshooting, 154-155

lost changes, recovering, 232-233

M

macro recorder, 338

avoiding the AutoSum button, 341-342

navigating while recording, 338

macro recording, relative references, 339-341

macros

recording, 342-343

running, 343

from form controls, text boxes, or shapes, 346-347

from the Quick Access Toolbar, 345-346

from the ribbon, 344

map data visualizations, inserting, 308-309

Mark as Final, 230

markers, spacing in sparklines, 273-274

MATCH function, 155-158

mathematical operators, 122

order of operations, 123

matrix visualizations, sorting, 311

Max, 150

Merge Across, 80

Merge Cells, 80

Merge & Center, 80

Merge & Center drop-down, 80

merging cells, 80-81

Microsoft accounts, acquiring, 356-358

Microsoft online templates, workbooks, 33-34

Min, 150

minimizing ribbon to show only tab names, 13

mini toolbar, 12

Mini toolbar, 79

MINUTE, 169

modules, 337

inserting, 337

MONTH, 167

mouse, rearranging columns, 186-187

moving

cells, 46

charts, 265-266

columns, 42-43

on sheets, 19-21

Quick Access Toolbar, below the ribbon, 17

ranges, 46

rows, 42-43

sheets, 38-39

visualizations, reports (Power View), 303

multicolumn lists, entering data, 50

multiple visualizations, combining, 309

N

#N/A, 138

Name box, selecting cells, 44

#NAME?, 138

named ranges, indicating data entry cells, 51

names

applying to formulas, 126-127

global versus local, 127-128

simplifying references, 125-126

navigating while recording, macro recorder, 338

nested IF statements, 164-165

replacing with Select Case, 350-353

NETWORKDAYS, 170

NETWORKDAYS.INTL, 170

next cell selection, controlling, 50

NOT, 162-164

notes, adding to cells, 214

NOW(), 166

#NULL!, 138

#NUM!, 138

Number Filters, 198-199

Number format, 85

Custom formats, 88-89

cent (¢) symbol, 93

color and conditions, 91

Date and Time, 93-95

decimals and thousands separator, 91

symbols, 92

text and spacing, 89-91

Number Format drop-down, Number group, 95-96

number formats, applying with format cells, 85-88

Number group, ribbon, 95-96

numbers, 48

extending numerical series, 61

stored as text, fixing, 67-69

typing into cells, 48

O

OFFSET function, 157-158

online

creating new workbooks, 361-362

interacting with sheets, 366

sharing files, 234

opening

locally saved templates, 34-35

Sort dialog box, 178

workbooks, 28-31, 360

in Excel, 361

in Excel Web App, 360-361

Options button, 70

OR, 162-164

order of operations, mathematical operators, 123

orientation, changing the way text is oriented, 83

Orientation button, 83

outlining columns/row, 249-251

overtime, calculating, 171-172

P

Page Break Preview, 8

setting page breaks, 225-226

page breaks, setting with Page Break Preview, 225-226

Page Layout view, 8

page numbering, adding to headers/footers, 224

page setup, configuring, 220

repeating rows/columns on each printed page, 220-221

scaling data to fit printed pages, 221-222

paragraphs, reflowing text, 83-84

Paste, merging noncontiguous selection in rows and columns, 54

Paste Special

converting text to dates and times, 172

forcing numbers, 68

using with images and charts, 54

using with ranges, 52-53

using with text, 53-54

PDF (Portable Document Format), 33

Percentage format, 87

permissions

file permissions, 365

folder permissions, 363-365

Picture Color Options, 329

Picture Corrections Options, 328

pictures

arranging, 329-331

artistic effects, 329

color, 328

corrections, 328

cropping, 327-328

file size, reducing, 331

inserting, 326-327

resizing, 327-328

pie charts, 256, 270-272

PivotTable Field List, 280-281

PivotTables, 277

calculated fields, creating, 296-297

changing appearance on sheets, 286

changing calculation types of field values, 286

compatibility, 279-280

creating, 281

from scratch, 283-285

with Quick Analysis tool, 281

fields

expanding/collapsing, 289-290

removing, 285

renaming, 285

filtering data, 292

clearing filters, 296

Label, Value, and Date special filters, 293-295

listed items, 292-293

Top 10 option, 295

grouping dates, 290-292

limitations of, 279

preparing data for, 278-279

slicers, 299

sorting, 287

by value, 289

quick sort, 287

Sort (Fieldname) dialog box, 288-289

totals, hiding, 298

values, formatting, 298

viewing recommended PivotTables, 282

viewing records used to calculate values, 290

placeholders, SmartArt (reordering), 322-323

placeholder text, SmartArt (formatting), 323

plot areas, 256

points, adding to sparklines, 273

pound sign (#), 91

PowerPivot, 278

Power View

colors, changing, 310

combining multiple visualizations, 309

filtering, 312-314

Advanced Filter Mode, 314

highlighting, 315

slicers, 315

reports

changing values field calculation, 303

creating, 302-303

moving and resizing visualizations, 303

sharing, 315

titles, 305

undoing changes, 304

requirements, 302

sorting visualizations, 311

themes, 310

preparing

data

for charts, 254

for PivotTables, 278-279

data for filtering, 190

preselecting, data ranges, 51

preventing changes by marking files as final, 230

printing sheets, 226-227

Project Explorer, Visual Basic Editor, 337

protected sheets, allowing filtering on, 201-202

protecting

data on sheets, 228-230

workbooks from unwanted changes, 227

Q

QAT (Quick Access Toolbar), 8

question mark (?), 91

Quick Access Toolbar

customizing

commands, 17-19

for current workbook, 19

moving below the ribbon, 17

removing commands from, 19

running macros, 345-346

Quick Access Toolbar (QAT), 8

Quick Analysis, column totals, 152

Quick Analysis tool

adding charts to sheets, 258-259

PivotTables, creating, 281

quick sort, PivotTables, 287

quick sort buttons, 182

quick sorting multiple columns, 182-183

R

R1C1 notation, referencing cells, 119-121

RAND function, 183-184

ranges

borders, adding, 96

Convert to Number, 68

deleting, 45

filling quickly with series, 60-61

inserting, 45

moving, 46

Paste Special, 52-53

preselecting, 51

selecting noncontiguous, 44

selecting a range of cells, 20-21

reapplying filters, 192

rearranging columns

with Sort dialog box, 186

with the mouse, 186-87

Recent Workbooks list, 31

recording macros, 342-343

records, used to calculate value (viewing (PivotTables), 290

recovering lost changes, 232-233

reducing file size of pictures, 331

referencing cells

F4, 121

R1C1 notation, 119-121

#REF!, 138

reflowing text in paragraphs, 83-84

relative formulas versus absolute formulas, 118

relative references, macro recording, 339-341

relative referencing, 118

Remove duplicates, 207

removing

chart elements, 262

commands from Quick Access Toolbar, 19

duplicates from data sets, 207-208

fields from PivotTables, 285

groups, 240

from tabs, 15

hidden/confidential information, 231

subtotals, 240

renaming

fields in PivotTables, 285

sheets, 39

reordering placeholders, SmartArt, 322-323

repeating rows/columns on printed pages, 220-221

replacing nested IF statements with Select Case, 350-353

reports, Power View

changing values field calculation, 303

creating, 302-303

moving and resizing visualizations, 303

sharing, 315

undoing changes, 304

requirements

Excel Web App, 356

for Power View, 302

resizing

charts, 265-266

pictures, 327-328

visualizations, reports (Power View), 303

restricting access, IRM, 230

ribbon

making selections from, 9

minimizing to show only tab names, 13

Number group, 95-96

running macros, 344

rotating pie charts, 270-271

rows

adjusting heights, 76-77

deleting, 42

freezing multiple, 218

grouping, 249-251

inserting, 41

locking in place, 218

moving, 42-43

outlining, 249-251

repeating on printed pages, 220-221

selecting entire, 40-41

sorting by value, PivotTables, 289

switching in charts, 266

running macros, 343

from form controls, text boxes, or shapes, 346-347

from the Quick Access Toolbar, 345-346

from the ribbon, 344

S

Save AutoRecover, 232

saving

files to local drives, 362

templates, 35

to SkyDrive from Excel, 359

workbooks, 31-32

scaling data to fit printed pages, 221-222

Scatter charts, 257

Scientific category, 87

searches, wildcard searches, 71

Search field, 197

Search function

filtering for or excluding items, 195-196

grouped dates, 196-197

SECOND, 169

security, VBA security, 334-335

Select Case, replacing nested IF statements, 350-353

selected layout, changing in SmartArt, 323

selecting

cells

controlling next cell selection, 50

with Name box, 44

noncontiguous, 44

chart elements, 262

columns, entire, 40-41

font typefaces, 78

multiple sheets, 38

range of cells, 20-21

ranges, noncontiguous, 44

rows, entire, 40-41

SmartArt diagrams, 321

selection, filtering by, 200-201

sending Excel files as attachments, 233-234

separating

data into a single column, Text to Columns, 54-55

subtotaled groups for distributed files, 248

subtotaled groups for print, 246

series

creating, 61-62

filling in quickly, 60-61

series name, 255

series values, 255

shapes

changing in SmartArt, 324

running macros, 346-347

SmartArt, 321-322

share options, deleting, 365

sharing

files

between Excel versions, 231

online, 234

folders, 362

creating new, 363

setting permissions, 363-365

simultaneous editing, 365-366

Power View reports, 315

themes, 112

UDFs, 350

workbooks, 362

sheets, 36

activating, 37

adding charts, 258

Quick Analysis tool, 258-259

viewing available charts, 260-261

viewing recommended charts, 259

changing appearance of PivotTables, 286

clearing entire, 63

coloring sheet tabs, 40

copying, 38-39

deleting, 38

editing multiple sheets at one time, 63

finding data on, 70-71

hiding/unhiding, 217

inserting new, 37

interacting with online, 366

moving, 38-39

moving around on, 19-21

printing, 226-227

renaming, 39

selecting multiple, 38

using cells on other sheets in formulas, 119

showing

cell comments, 216

tabs in ribbon, 14

Silverlight, 302

simultaneous editing, sharing folders, 365-366

sizing

charts, 265-266

formula bar, 13

pictures, 327-328

SkyDrive, 234-356

accessing, 358

deleting files from, 359

saving to from Excel, 359

uploading to, 359

slicers

PivotTables, 299

Power View, 315

SmartArt, 318

diagrams, selecting, 321

inserting

diagrams, 318-320

images, 320-321

linking cells to shapes, 324-325

placeholders, reordering, 322-323

placeholder text, formatting, 323

selected layout, changing, 323

shapes

adding, 321

changing, 324

deleting, 322

Sort dialog box

opening, 178

rearranging columns, 186

Sort (Fieldname) dialog box, PivotTables, 288-289

sorting

charts, 311

data

by color, 180-181

by icons, 180-181

by values, 178-180

fixing problems, 187

PivotTables, 287

by value, 289

quick sort, 287

Sort (Fieldname) dialog box, 288-289

preparations for, 178

quick sort buttons, 182

quick sorting multiple columns, 182-183

randomly, 183-184

Sort dialog box, opening, 178

with custom sequences, 184-185

subtotals, 246

visualizations, 311

source data, 254

space, adding between subtotaled groups, 246-249

spacing

Custom Number format, 89-91

markers in sparklines, 273-274

sparklines, 253

adding points, 273

adding to data, 272-273

deleting, 275

spacing markers, 273-274

Special category, 88

special filters, 198-199

PivotTables, 293-295

spellchecking, 69

stacked charts, 257

status bar, quick calculation results, 150-151

stock charts, creating, 269

Stock charts, 257

stopping rules from being processed, conditional formatting, 107

strikethrough, 79

structure of UDFs, 348-349

subscript, 79

subtotal, separating groups for print, 246

SUBTOTAL, 236-237

subtotaling multiple columns, 245

subtotals

adding space between subtotaled groups, 246-249

applying different subtotal function types, 241-242

combining multiple subtotal results to one row, 243-244

copying to new locations, 240-241

expanding/collapsing, 239

formatting, 241

placing above the data, 239

removing, 240

sorting, 246

Subtotal tool

summarizing data, 237-239

expanding/collapsing subtotals, 239

placing subtotals above the data, 239

removing subtotals/groups, 240

SUM, rows and columns at the same time, 149-150

SUMIF, 131

SUMIFS, 159-160

summarizing data with Subtotal tool, 237-240

SUMPRODUCT, 160-162

sum_range, 160

superscript, 79

Surface charts, 257

surveys, setting up, 369-371

switching rows and columns, charts, 266

symbols

Custom Number format, 92

inserting, 58-59

T

Table, 64

defining, 64-65

expanding, 66-67

table data visualizations, inserting, 305-306

Table formulas

Table names, 129-130

writing outside the table, 130-132

Table names in Table formulas, 129-130

tables, 64

adding Total Row, 67

defining, 64-65

expanding, 66-67

formatting with thick outer borders and thin inner lines, 97

formulas, inserting, 128-129

writing Table formulas outside, 130-132

tabs, 36

adding groups, 16

inserting new, 15

removing groups from, 15

showing/hiding in ribbon, 14

templates

for creating workbooks, 33

customizing future workbooks, 35-36

Microsoft online templates, 33-34

opening locally saved templates to enter data, 34

opening locally saved templates to make changes to, 35

saving, 35

user-created templates, creating charts, 275

text, 48

aligning in cells, 79

centering text across a selection, 81

changing the way text is oriented, 83

indenting cell contents, 82-83

merging two or more cells, 80-81

centering across selection, 81

converting to dates and times, 172

converting to numbers, 69

Custom Number format, 89-91

delimited text, 55-56

extending series, 60

fixed-width text, 57

fixing numbers stored as, 67-68

Convert to Number, 68

Paste Special, 68

Text to Columns, 69

Paste Special, 53-54

reflowing in paragraphs, 83-84

typing into cells, 48-49

wrapping in cells, 81

text boxes, running macros, 346-347

Text category, 88

Text Filters, 198-199

Text to Columns

converting text to dates and times, 172

delimited text, 55-56

fixed-width text, 57

separating data into a single column, 54-55

Text to Columns wizard, 69

themes, 109

applying new, 110

creating, 110-112

Power View, 310

sharing, 112

ThisWorkbook module, 337

@ (This Row), 131

thousands separator, Custom Number format, 91

tiles, adding to visualizations, 309

TIME, 168

time conversion functions, 168

Time format, 86

Time format separator, Custom Number format, 93-95

time serial numbers, 166

TIMEVALUE, 168

titles, reports (Power View), 305

Top 10 option, filtering PivotTables, 295

Total Row, adding to tables, 67

#Totals, 131

totals, hiding in PivotTables, 298

Trace Dependents, 139

Trace Precedents, 139

troubleshooting formulas, 139-140

tracking formulas, Watch Window, 140-141

trendlines, 256

troubleshooting

dates and times stored as strings, 172

Excel options, 11

formulas, 137

error messages, 138-139

Trace Precedents, 139-140

with Function Arguments dialog box, 174-175

sort problems, 187

VLOOKUP function, 154-155

TRUE, 162

two-color gradient, applying to cells, 98-99

types of data, 48

typing in cells

dates and times, 49-50

numbers, 48

text, 48-49

U

UDFs (User Defined Functions), 347

how to use, 349

sharing, 350

structure of, 348-349

(User-Defined Functions), 333

using Select Case to replace nested IF, 350-353

underline, applying to fonts, 78

undoing changes to reports (Power View), 304

unhiding sheets, 217

uninstalling add-ins, 22

Unique Records Only option, Advanced Filter, 206-207

unlocking cells, 228

Unmerge Cells, 80

updating chart data, 268-269

uploading

to SkyDrive, 359

workbooks, 358

user-created templates, creating charts, 275

User-Defined Functions. See UDFs

user entry, limiting to selections from a list, 72-73

userforms, 337

users, allowing to edit specific ranges, 228-230

V

#VALUE!, 138

Value Filter, PivotTables, 293-295

values

converting formulas to, 136-137

formatting in PivotTables, 298

sorting data by, 178-180

versus formulas, viewing, 115-116

values field, changing calculations (Power View reports), 303

VBA security, enabling, 334-335

viewing

available charts, 260-261

formulas versus values, 115-116

PivotTables, recommended, 282

recommended charts, 259

records used to calculate value, PivotTables, 290

Visual Basic Editor, 336

inserting modules, 337

Project Explorer, 337

visualizations

adding tiles to, 309

combining multiple, 309

moving and resizing, Power View reports, 303

sorting, 311

VLOOKUP function, 153-154

troubleshooting, 154-155

W

Watch Window, tracking formulas on other sheets, 140-141

web queries, 59

WEEKDAY, 167

WEEKNUM, 168

wildcard searches, 71

windows, arranging so you can see multiple sheets at the same time, 9

wizards

Formula Wizard, 145

Text to Columns, 69

WordArt, inserting, 325-326

words, formatting in cells, 79

workbook-level protection, protecting workbooks, 227

workbooks

certifying with digital signatures, 230

closing, 33

coloring sheet tabs, 40

creating new, 28

creating new online, 361-362

creating with templates, 33

customizing future workbooks, 35-36

Microsoft online templates, 33-34

opening locally saved templates to enter data, 34

opening locally saved templates to make changes to, 35

saving, 35

customizing Quick Access Toolbar for, 19

customizing future workbooks, 35-36

downloading, 358

editing, allowing multiple users to edit at the same time, 216-217

extensions, 32

opening, 28-31, 360

in Excel, 361

in Excel Web App, 360-361

protecting from unwanted changes, 227

Recent Workbooks list, 31

saving, 31-32

sharing, 362

sheets

activating, 37

copying between workbooks, 39

copying within same workbook, 38

deleting, 38

inserting new, 37

moving between workbooks, 39

moving within same workbook, 38

renaming, 39

selecting multiple, 38

uploading, 358

WORKDAY, 169

WORKDAY.INTL, 170

wrapping text in cells, 81

writing Table formulas, outside the Table, 130-132

X

XLS, 32

XLSM, 33

XLSX, 33

XLSX extension, 32

Y

YEAR, 167

YEARFRAC, 170

Z

zooming, 10

Zoom slider, 8-10

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