Home Page Icon
Home Page
Table of Contents for
Dedication
Close
Dedication
by Bill Jelen
Excel 2016 In Depth
About This E-Book
Title Page
Copyright Page
Contents at a Glance
Contents
About the Author
Dedication
Acknowledgments
We Want to Hear from You!
Reader Services
Introduction
How This Book Is Organized
Conventions Used in This Book
Text Conventions
Special Elements
I: The Excel Interface
1. What’s New in Excel 2016 (and 2013)
Color Returns to the Excel Interface
The Data Model from Excel 2013 Is the Most Important Feature in 2016
Clean Your Data with Power Query
Pivot Your Data on a Map with 3D Maps
View Your Data Using Six New Chart Types
Forecast the Future Using a Forecast Sheet
Important Features from Excel 2013
Displaying Two Workbooks on Two Monitors
Dismissing the Start Screen Permanently
Using the Subscription Model of Office 365
Using the Cloud for Storage and More
Relying on the Cloud
Oddities Added to Excel 2016
Handwriting Equations
Touchable Slicers
Search the Internet from Excel
Find a Ribbon Command if You Know the Exact Name of the Command
2. Using the Excel Interface
Using the Ribbon
Using Fly-out Menus and Galleries
Rolling Through the Ribbon Tabs
Revealing More Commands Using Dialog Launchers, Task Panes, and “More” Commands
Resizing Excel Changes the Ribbon
Activating the Developer Tab
Activating Contextual Ribbon Tabs
Finding Lost Commands on the Ribbon
Shrinking the Ribbon
Using the Quick Access Toolbar
Adding Icons to the QAT
Removing Commands from the QAT
Customizing the QAT
Using the Full-Screen File Menu
Pressing the Esc Key to Close Backstage View
Recovering Unsaved Workbooks
Clearing the Recent Workbooks List
Getting Information About the Current Workbook
Marking a Workbook as Final to Prevent Editing
Finding Hidden Content Using the Document Inspector
Adding Whitespace Around Icons Using Touch Mode
Previewing Paste Using the Paste Options Gallery
Accessing the Gallery After Performing a Paste Operation
Accessing the Paste Options Gallery from the Right-Click Menu
Using the New Sheet Icon to Add Worksheets
Navigating Through Many Worksheets Using the Controls in the Lower Left
Using the Mini Toolbar to Format Selected Text
Expanding the Formula Bar
Zooming In and Out on a Worksheet
Using the Status Bar to Add Numbers
Switching Between Normal View, Page Break Preview, and Page Layout View Modes
3. Customizing Excel
Performing a Simple Ribbon Modification
Adding a New Ribbon Tab
Sharing Customizations with Others
Questions About Ribbon Customization
Introducing the Excel Options Dialog
Getting Help with a Setting
New Options in Excel 2016
Using AutoRecover Options
Controlling Image Sizes
Working with Protected View for Files Originating from the Internet
Working with Trusted Document Settings
Options to Consider
Five Excel Oddities
4. Keyboard Shortcuts
Using Keyboard Accelerators
Selecting Icons on the Ribbon
Selecting Options from a Gallery
Navigating Within Drop-Down Lists
Backing Up One Level Through a Menu
Dealing with Keyboard Accelerator Confusion
Selecting from Legacy Dialog Boxes
Using the Shortcut Keys
Using My Favorite Shortcut Keys
Quickly Move Between Worksheets
Jumping to the Bottom of Data with Ctrl+Arrow
Selecting the Current Region with Ctrl+*
Jumping to the Next Corner of a Selection
Pop Open the Right-Click Menu Using Shift+F10
Crossing Tasks Off Your List with Ctrl+5
Date Stamp or Time Stamp Using Ctrl+; or Ctrl+:
Repeating the Last Task with F4
Adding Dollar Signs to a Reference with F4
Choosing Items from a Slicer
Finding the One Thing That Takes You Too Much Time
Using Excel 2003 Keyboard Accelerators
Invoking an Excel 2003 Alt Shortcut
Determining Which Commands Work in Legacy Mode
II: Calculating with Excel
5. Understanding Formulas
Getting the Most from This Chapter
Introduction to Formulas
Formulas Versus Values
Entering Your First Formula
Building a Formula
The Relative Nature of Formulas
Overriding Relative Behavior: Absolute Cell References
Using Mixed References to Combine Features of Relative and Absolute References
Using the F4 Key to Simplify Dollar Sign Entry
Using F4 After a Formula Is Entered
Using F4 on a Rectangular Range
Three Methods of Entering Formulas
Enter Formulas Using the Mouse Method
Entering Formulas Using the Arrow Key Method
Entering the Same Formula in Many Cells
Copying a Formula by Using Ctrl+Enter
Copying a Formula by Dragging the Fill Handle
Double-Click the Fill Handle to Copy a Formula
Use the Table Tool to Copy a Formula
6. Controlling Formulas
Formula Operators
Order of Operations
Unary Minus Example
Addition and Multiplication Example
Stacking Multiple Parentheses
Understanding Error Messages in Formulas
Using Formulas to Join Text
Joining Text and a Number
Copying Versus Cutting a Formula
Automatically Formatting Formula Cells
Using Date Math
Troubleshooting Formulas
Seeing All Formulas
Highlighting All Formula Cells
Editing a Single Formula to Show Direct Precedents
Using Formula Auditing Arrows
Tracing Dependents
Using the Watch Window
Evaluate a Formula in Slow Motion
Evaluating Part of a Formula
7. Understanding Functions
Working with Functions
The Formulas Tab in Excel 2016
Finding the Function You Need
Using Tab to AutoComplete Functions
Using the Insert Function Dialog to Find Functions
Getting Help with Excel Functions
Using On-Grid ToolTips
Using the Function Arguments Dialog
Using Excel Help
Using AutoSum
Potential Problems with AutoSum
Special Tricks with AutoSum
Using AutoAverage or AutoCount
Function Reference Chapters
8. Using Everyday Functions: Math, Date and Time, and Text Functions
Math Functions
Date and Time Functions
Text Functions
Examples of Math Functions
Using SUM to Add Numbers
Using AGGREGATE to Ignore Error Cells or Filtered Rows
Rounding Numbers
Using SUBTOTAL Instead of SUM with Multiple Levels of Totals
Totaling Visible Cells Using SUBTOTAL
Using RAND and RANDBETWEEN to Generate Random Numbers and Data
Using =ROMAN() to Finish Movie Credits and =ARABIC() to Convert Back to Digits
Using ABS() to Figure Out the Magnitude of Error
Using GCD and LCM to Perform Seventh-Grade Math
Using MOD to Find the Remainder Portion of a Division Problem
Using SQRT and POWER to Calculate Square Roots and Exponents
Using COUNTIF, AVERAGEIF, and SUMIF to Conditionally Count, Average, or Sum Data
Using Conditional Formulas with Multiple Conditions: SUMIFS(), AVERAGEIFS(), and COUNTIFS()
Dates and Times in Excel
Understanding Excel Date and Time Formats
Examples of Date and Time Functions
Using NOW and TODAY to Calculate the Current Date and Time or Current Date
Using YEAR, MONTH, DAY, HOUR, MINUTE, and SECOND to Break a Date/Time Apart
Using DATE to Calculate a Date from Year, Month, and Day
Using TIME to Calculate a Time
Using DATEVALUE to Convert Text Dates to Real Dates
Using TIMEVALUE to Convert Text Times to Real Times
Using WEEKDAY to Group Dates by Day of the Week
Using WEEKNUM or ISOWEEKNUM to Group Dates into Weeks
Calculating Elapsed Time
Using EOMONTH to Calculate the End of the Month
Using WORKDAY or NETWORKDAYS or Their International Equivalents to Calculate Workdays
Using International Versions of WORKDAY or NETWORKDAYS
Examples of Text Functions
Joining Text with the Ampersand (&) Operator
Using LOWER, UPPER, or PROPER to Convert Text Case
Using TRIM to Remove Leading and Trailing Spaces
Using the CHAR or UNICHAR Function to Generate Any Character
Using the CODE or UNICODE Function to Learn the Character Number for Any Character
Using LEFT, MID, or RIGHT to Split Text
Using LEN to Find the Number of Characters in a Text Cell
Using SEARCH or FIND to Locate Characters in a Particular Cell
Using SUBSTITUTE to Replace Characters
Using REPT to Repeat Text Multiple Times
Using EXACT to Test Case
Using TEXT to Format a Number as Text
Using the T and VALUE Functions
9. Using Powerful Functions: Logical, Lookup, Web, and Database Functions
Examples of Logical Functions
Using the IF Function to Make a Decision
Using the AND Function to Check for Two or More Conditions
Using OR to Check Whether One or More Conditions Are Met
Using the NOT Function to Simplify the Use of AND and OR
Using the IFERROR or IFNA Function to Simplify Error Checking
Examples of Information Functions
Using the ISFORMULA Function with Conditional Formatting to Mark Formula Cells
Using IS Functions to Test for Types of Values
Using the N Function to Add a Comment to a Formula
Using the NA Function to Force Charts to Not Plot Missing Data
Using the CELL Function to Return the Worksheet Name
Examples of Lookup and Reference Functions
Using the CHOOSE Function for Simple Lookups
Using VLOOKUP with TRUE to Find a Value Based on a Range
Using the MATCH Function to Locate the Position of a Matching Value
Using INDEX and MATCH for a Left Lookup
Using MATCH and INDEX to Fill a Wide Table
Performing Many Lookups with LOOKUP
Using FORMULATEXT to Document a Worksheet
Using Numbers with OFFSET to Describe a Range
Using INDIRECT to Build and Evaluate Cell References On the Fly
Using the HYPERLINK Function to Quickly Add Hyperlinks
Using the TRANSPOSE Function to Formulaically Turn Data
Using GETPIVOTDATA to Retrieve One Cell from a Pivot Table
Examples of Database Functions
Using DSUM to Conditionally Sum Records from a Database
Using the DGET Function
10. Other Functions
Web Functions
Financial Functions
Statistical Functions
Trigonometry Functions
Matrix Functions
Engineering Functions
11. Connecting Worksheets and Workbooks
Connecting Two Worksheets
Creating Links Using the Paste Options Menu
Creating Links Using the Right-Drag Menu
Building a Link by Using the Mouse
Links to External Workbooks Default to Absolute References
Building a Formula by Typing
Creating Links to Unsaved Workbooks
Using the Links Tab on the Trust Center
Opening Workbooks with Links to Closed Workbooks
Dealing with Missing Linked Workbooks
Preventing the Update Links Dialog from Appearing
12. Array Formulas and Names in Excel
Advantages of Using Names
Naming a Cell by Using the Name Dialog
Using the Name Box for Quick Navigation
Avoiding Problems by Using Worksheet-Level Scope
Defining a Worksheet-Level Name
Referring to Worksheet-Level Names
Using Named Ranges to Simplify Formulas
Retroactively Applying Names to Formulas
Using Names to Refer to Ranges
Adding Many Names at Once from Existing Labels and Headings
Using Intersection to Do a Two-Way Lookup
Using Implicit Intersection
Using a Name to Avoid an Absolute Reference
Using a Name to Hold a Value
Assigning a Formula to a Name
Using Power Formula Techniques
Using 3D Formulas to Spear Through Many Worksheets
Referring to the Previous Worksheet
Combining Multiple Formulas into One Formula
Turning a Range of Formulas on Its Side
Coercing a Range of Dates Using an Array Formula
III: Data Analysis with Excel
13. Transforming Data
Using Power Query
Specifying the Data Source
Transforming Data in Power Query
Unpivoting Data in Power Query
Correcting a Mistake in Power Query
Adding Columns in Power Query
Reviewing the Query
Loading and Refreshing the Data
Cleaning Data with Flash Fill
Coaching Flash Fill with a Second Example
Flash Fill Will Not Automatically Fill In Numbers
Using Formatting with Dates
Troubleshooting Flash Fill
Sorting Data
Sorting by Color or Icon
Factoring Case into a Sort
Reordering Columns with a Left-to-Right Sort
Sorting into a Unique Sequence by Using Custom Lists
One-Click Sorting
Fixing Sort Problems
Discovering Interesting Things in Your Data Using the Quick Analysis
14. Summarizing Data Using Subtotals or Filter
Adding Automatic Subtotals
Working with the Subtotals
Showing a One-Page Summary with Only the Subtotals
Sorting the Collapsed Subtotal View So the Largest Customers Are on Top
Copying Only the Subtotal Rows
Formatting the Subtotal Rows
Removing Subtotals
Subtotaling Multiple Fields
Filtering Records
Using a Filter
Selecting One or Multiple Items from the Filter Drop-Down
Identifying Which Columns Have Filters Applied
Combining Filters
Clearing Filters
Refreshing Filters
Resizing the Filter Drop-Down
Filtering by Selection—Hard Way
Filtering by Selection—Easy Way
Filtering by Color or Icon
Handling Date Filters
Using Special Filters for Dates, Text, and Numbers
Totaling Filtered Results
Formatting and Copying Filtered Results
Using the Advanced Filter Command
Advanced Filter Criteria
Using Remove Duplicates to Find Unique Values
Combining Duplicates and Adding Values
15. Using Pivot Tables to Analyze Data
Creating Your First Pivot Table
Browsing Ten “Recommended” Pivot Tables
Starting with a Blank Pivot Table
Adding Fields to Your Pivot Table Using the Field List
Changing the Pivot Table Report by Using the Field List
Dealing with the Compact Layout
Rearranging a Pivot Table
Finishing Touches: Numeric Formatting and Removing Blanks
Four Things You Have to Know When Using Pivot Tables
Your Pivot Table Is in Manual Calculation Mode Until You Click Refresh!
One Blank Cell in a Value Column Causes Excel to Count Instead of Sum
If You Click Outside the Pivot Table, All the Pivot Table Tools Disappear
You Cannot Change, Move a Part of, or Insert Cells in a Pivot Table
Calculating and Roll-ups with Pivot Tables
Grouping Daily Dates to Months and Years
Adding Calculations Outside the Pivot Table
Changing the Calculation of a Field
Showing Percentage of Total Using Show Value As Settings
Showing Running Totals and Rank
Using a Formula to Add a Field to a Pivot Table
Formatting a Pivot Table
Finding More Information on Pivot Tables
16. Using Slicers and Filtering a Pivot Table
Filtering Using the Row Label Filter
Clearing a Filter
Filtering Using the Check Boxes
Filtering Using the Label Filter Fly-Out
Filtering Using the Date Filters
Filtering to the Top 10
Filtering Using Slicers
Adding Slicers
Arranging the Slicers
Using the Slicers in Excel 2016
Filtering Dates
Filtering Oddities
AutoFiltering a Pivot Table
Replicating a Pivot Table for Every Customer
Sorting a Pivot Table
17. Mashing Up Data with PowerPivot
Joining Multiple Tables Using the Data Model
Preparing Data for Use in the Data Model
Building a Pivot Table from the Data Model
Adding the Second Table and Defining a Relationship
Understanding the Limitations of the Data Model
Benefits of Moving to PowerPivot
Count Distinct Using DAX
Date Intelligence Using DAX
Interactive Dashboards with Power View
18. Using What-If, Scenario Manager, Goal Seek, and Solver
Using What-If
Creating a Two-Variable What-If Table
Modeling a Random Scenario Using a Data Table
Using Scenario Manager
Creating a Scenario Summary Report
Adding Multiple Scenarios
Using Goal Seek
Using Solver
Installing Solver
Solving a Model Using Solver
19. Automating Repetitive Functions Using VBA Macros
Checking Security Settings Before Using Macros
Recording a Macro
Case Study: Macro for Formatting for a Mail Merge
How Not to Record a Macro: The Default State of the Macro Recorder
Relative References in Macro Recording
Starting the Macro Recorder
Running a Macro
Everyday-Use Macro Example: Formatting an Invoice Register
Using the Ctrl+Down-Arrow Key to Handle a Variable Number of Rows
Making Sure You Find the Last Record
Recording the Macro in a Blank Workbook
Editing a Macro
Understanding VBA Code—An Analogy
Comparing Object.Method to Nouns and Verbs
Comparing Collections to Plural Nouns
Comparing Parameters to Adverbs
Comparing Adjectives to Properties
Using the Analogy While Examining Recorded Code
Using Simple Variables and Object Variables
Using R1C1-Style Formulas
Fixing AutoSum Errors in Macros
Customizing the Everyday-Use Macro Example: GETOPENFILENAME and GETSAVEASFILENAME
From-Scratch Macro Example: Loops, Flow Control, and Referring to Ranges
Finding the Last Row with Data
Looping Through All Rows
Referring to Ranges
Combining a Loop with FinalRow
Making Decisions by Using Flow Control
Putting Together the From-Scratch Example: Testing Each Record in a Loop
A Special Case: Deleting Some Records
Combination Macro Example: Creating a Report for Each Customer
Using the Advanced Filter for Unique Records
Using AutoFilter
Selecting Visible Cells Only
Combination Macro Example: Putting It All Together
20. More Tips and Tricks for Excel 2016
Watching the Results of a Distant Cell
Comparing Documents Side by Side with Synchronous Scrolling
Calculating a Formula in Slow Motion
Inserting a Symbol in a Cell
Editing an Equation
Protecting a Worksheet
Separating Text Based on a Delimiter
Auditing Worksheets Using Inquire
IV: Excel Visuals
21. Formatting Worksheets
Why Format Worksheets?
Using Traditional Formatting
Changing Numeric Formats by Using the Home Tab
Changing Numeric Formats by Using Built-in Formats in the Format Cells Dialog
Using Numeric Formatting with Thousands Separators
Displaying Currency
Displaying Dates and Times
Displaying Fractions
Displaying ZIP Codes, Telephone Numbers, and Social Security Numbers
Changing Numeric Formats Using Custom Formats
Using the Four Zones of a Custom Number Format
Controlling Text and Spacing in a Custom Number Format
Controlling Decimal Places in a Custom Number Format
Using Conditions and Color in a Custom Number Format
Using Dates and Times in a Custom Number Format
Displaying Scientific Notation in Custom Number Formats
Aligning Cells
Changing Font Size
Changing Font Typeface
Applying Bold, Italic, and Underline
Using Borders
Coloring Cells
Adjusting Column Widths and Row Heights
Using Merge and Center
Rotating Text
Formatting with Styles
Understanding Themes
Choosing a New Theme
Creating a New Theme
Reusing Another Theme’s Effects
Saving a Custom Theme
Using a Theme on a New Document
Sharing a Theme with Others
Other Formatting Techniques
Formatting Individual Characters
Changing the Default Font
Wrapping Text in a Cell
Justifying Text in a Range
Adding Cell Comments
Copying Formats
Pasting Formats
Pasting Conditional Formats
Using the Format Painter
Copying Formats to a New Worksheet
22. Using Data Visualizations and Conditional Formatting
Using Data Bars to Create In-Cell Bar Charts
Creating Data Bars
Customizing Data Bars
Showing Data Bars for a Subset of Cells
Using Color Scales to Highlight Extremes
Using Icon Sets to Segregate Data
Setting Up an Icon Set
Moving Numbers Closer to Icons
Mixing Icons or Hiding Icons
Using the Top/Bottom Rules
Using the Highlight Cells Rules
Highlighting Cells by Using Greater Than and Similar Rules
Comparing Dates by Using Conditional Formatting
Identifying Duplicate or Unique Values by Using Conditional Formatting
Using Conditional Formatting for Text Containing a Value
Tweaking Rules with Advanced Formatting
Using a Formula for Rules
Getting to the Formula Box
Working with the Formula Box
Finding Cells Within Three Days of Today
Finding Cells Containing Data from the Past 30 Days
Highlighting Data from Specific Days of the Week
Highlighting an Entire Row
Highlighting Every Other Row Without Using a Table
Combining Rules
Extending the Reach of Conditional Formats
Special Considerations for Pivot Tables
23. Graphing Data Using Excel Charts
Choosing from Recommended Charts
Using the Paintbrush Icon for Styles
Deleting Extraneous Data Using the Funnel
Changing Chart Options Using the Plus Icon
Easy Combo Charts
Using the New Hierarchy Charts
Creating a Frequency Distribution with a Histogram Chart
Describe the Statistics of a Data Set with a Box and Whisker Chart
Showing Financial Data with a Waterfall Chart
Saving Time with Charting Tricks
Adding New Data to a Chart by Pasting
Dealing with Small Pie Slices
Saving a Favorite Chart Style As a Template
24. Using 3D Maps
Examples of 3D Maps
Adding Color Information for Categories
Zooming In
Animating Over Time
Going Ultra-Local
Getting Your Data into 3D Map
3D Map Techniques
Tipping, Rotating, and Zooming the Map
Adding a Photo to a Point
Combining Layers
Changing Column Size or Color
Resizing the Various Panes
Adding a Satellite Photograph
Showing the Whole Earth
Understanding the Time Choices
Animating a Line Between Two Points
Controlling Map Labels
Building a Tour and Creating a Video
Using an Alternate Map
Preparing the Store Image
Specifying a Custom Map
25. Using Sparklines
Fitting a Chart into the Size of a Cell with Sparklines
Understanding How Excel Maps Data to Sparklines
Creating a Group of Sparklines
Built-in Choices for Customizing Sparklines
Controlling Axis Values for Sparklines
Setting Up Win/Loss Sparklines
Showing Detail by Enlarging the Sparkline and Adding Labels
Other Sparkline Options
26. Decorating Spreadsheets
Using SmartArt
Elements Common in Most SmartArt
Inserting SmartArt
Changing Existing SmartArt to a New Style
Adding Images to SmartArt
Special Considerations for Organizational Charts and Hierarchical SmartArt
Using Shapes to Display Cell Contents
Working with Shapes
Using WordArt for Interesting Titles and Headlines
Using Text Boxes to Flow Long Text Passages
Using Pictures and Clip Art
Getting Your Picture into Excel
Inserting a Picture from Your Computer
Inserting Multiple Pictures at Once
Inserting a Picture or Clip Art from Online
Adjusting the Picture Using the Ribbon Tab
Resizing the Picture to Fit
Adjusting the Brightness and Contrast
Adding Interesting Effects Using the Picture Styles Gallery
Applying Artistic Effects
Removing the Background
Reducing a Picture’s File Size
Inserting Screen Clippings
Selecting and Arranging Pictures
27. Printing
Printing in One Click
Finding Print Settings
Previewing the Printed Report
Using the Print Preview on the Print Panel
Using Full Screen Print Preview
Making the Report Fit on the Page
Setting Worksheet Paper Size
Adjusting Worksheet Orientation
Adjusting Worksheet Margins
Repeating the Headings on Each Page
Excluding Part of Your Worksheet from the Print Range
Forcing More Data to Fit on a Page
Working with Page Breaks
Manually Adding Page Breaks
Manual Versus Automatic Page Breaks
Using Page Break Preview to Make Changes
Removing Manual Page Breaks
Adding Headers or Footers to the Printed Report
Adding an Automatic Header
Adding a Custom Header
Inserting a Picture or a Watermark in a Header
Using Different Headers and Footers in the Same Document
Scaling Headers and Footers
Printing from the File Menu
Choosing a Printer
Choosing What to Print
Changing Printer Properties
Changing Some of the Page Setup Settings
Using Page Layout View
Exploring Other Page Setup Options
Printing Gridlines and Headings
Centering a Small Report on a Page
Replacing Error Values When Printing
Printing Comments
Controlling the First Page Number
28. Excel Online
Accessing Your OneDrive Workbooks from Anywhere
Understanding the Limitations of Excel Online
Group Editing Using Excel Online
Designing a Workbook as an Interactive Web Page
Sharing a Link to Your Web Workbook
Collecting Survey Data in Excel Online
Creating a PDF from a Worksheet
Index
Code Snippets
Search in book...
Toggle Font Controls
Playlists
Add To
Create new playlist
Name your new playlist
Playlist description (optional)
Cancel
Create playlist
Sign In
Email address
Password
Forgot Password?
Create account
Login
or
Continue with Facebook
Continue with Google
Sign Up
Full Name
Email address
Confirm Email Address
Password
Login
Create account
or
Continue with Facebook
Continue with Google
Prev
Previous Chapter
About the Author
Next
Next Chapter
Acknowledgments
Dedication
To Robert K. Jelen, my favorite brother
Add Highlight
No Comment
..................Content has been hidden....................
You can't read the all page of ebook, please click
here
login for view all page.
Day Mode
Cloud Mode
Night Mode
Reset