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Excel in Depth '16

The document is a comprehensive guide to Excel 2016, detailing its features, functionalities, and updates through the Content Update Program. It includes sections on the Excel interface, calculations, data analysis, and visualizations, along with practical tips and shortcuts. The book aims to provide users with in-depth knowledge and skills to effectively use Excel 2016 for various tasks.

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0% found this document useful (0 votes)
32 views81 pages

Excel in Depth '16

The document is a comprehensive guide to Excel 2016, detailing its features, functionalities, and updates through the Content Update Program. It includes sections on the Excel interface, calculations, data analysis, and visualizations, along with practical tips and shortcuts. The book aims to provide users with in-depth knowledge and skills to effectively use Excel 2016 for various tasks.

Uploaded by

Parvaz Mukul
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Excel 2016 IN DEPTH Excel 2016 IN DEPTH

® ®

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®

Excel 2016

Bill Jelen
MrExcel

800 East 96th Street


Indianapolis, Indiana 46240
EXCEL® 2016 IN DEPTH
COPYRIGHT © 2016 BY PEARSON EDUCATION, INC.
Editor-in-Chief
All rights reserved. No part of this book shall be reproduced, stored in a
Greg Wiegand
retrieval system, or transmitted by any means, electronic, mechanical, photo-
copying, recording, or otherwise, without written permission from the publisher. Acquisitions Editor
No patent liability is assumed with respect to the use of the information con-
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tained herein. Although every precaution has been taken in the preparation of
this book, the publisher and author assume no responsibility for errors or omis- Development Editor
sions. Nor is any liability assumed for damages resulting from the use of the
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information contained herein.

ISBN-13: 978-0-7897-5584-1 Managing Editor


ISBN-10: 0-7897-5584-X Sandra Schroeder

Library of Congress Control Number: 2015949494 Senior Project Editor


Printed in the United States of America Tonya Simpson
First Printing: November 2015
Copy Editor
Trademarks Barbara Hacha
All terms mentioned in this book that are known to be trademarks or service
marks have been appropriately capitalized. Que Publishing cannot attest to the Indexer
accuracy of this information. Use of a term in this book should not be regarded Publishing Works
as affecting the validity of any trademark or service mark.
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Excel is a registered trademark of Microsoft Corporation.
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Warning and Disclaimer
Every effort has been made to make this book as complete and as accurate as Technical Editor
possible, but no warranty or fitness is implied. The information provided is on Bob Umlas
an “as is” basis. The author and the publisher shall have neither liability nor
responsibility to any person or entity with respect to any loss or damages aris-
Editorial Assistant
ing from the information contained in this book. Cindy Teeters

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[email protected].
CONTENTS AT A GLANCE
Introduction 1

I THE EXCEL INTERFACE


1 What’s New in Excel 2016 (and 2013) 5
2 Using the Excel Interface 15
3 Customizing Excel 33
4 Keyboard Shortcuts 43

II CALCULATING WITH EXCEL


5 Understanding Formulas 69
6 Controlling Formulas 85
7 Understanding Functions 99
8 Using Everyday Functions: Math, Date and Time, and Text Functions 111
9 Using Powerful Functions: Logical, Lookup, Web, and Database Functions 177
10 Other Functions 223
11 Connecting Worksheets and Workbooks 245
12 Array Formulas and Names in Excel 255

III DATA ANALYSIS WITH EXCEL


13 Transforming Data 279
14 Summarizing Data Using Subtotals or Filter 295
15 Using Pivot Tables to Analyze Data 321
16 Using Slicers and Filtering a Pivot Table 345
17 Mashing Up Data with Power Pivot 357
18 Using What-If, Scenario Manager, Goal Seek, and Solver 367
19 Automating Repetitive Functions Using VBA Macros 381
20 More Tips and Tricks for Excel 2016 417

IV EXCEL VISUALS
21 Formatting Worksheets 425
22 Using Data Visualizations and Conditional Formatting 463
23 Graphing Data Using Excel Charts 491
24 Using 3D Maps 503
25 Using Sparklines 523
26 Decorating Spreadsheets 537
27 Printing 561
28 Excel Online 579

Index 591
CONTENTS
Introduction 1 2 Using the Excel Interface 15

Using the Ribbon 15


I The Excel Interface Using Fly-out Menus and Galleries 15
Rolling Through the Ribbon Tabs 16
1 What’s New in Excel 2016
(and 2013) 5 Revealing More Commands Using Dialog
Launchers, Task Panes, and “More”
Color Returns to the Excel Interface 5 Commands 16

The Data Model from Excel 2013 Is the Most Resizing Excel Changes the Ribbon 17
Important Feature in 2016 6 Activating the Developer Tab 17
Activating Contextual Ribbon Tabs 18
Clean Your Data with Power Query 7
Finding Lost Commands on the
Pivot Your Data on a Map with 3D Maps 8 Ribbon 18

View Your Data Using Six New Chart Shrinking the Ribbon 20
Types 8
Using the Quick Access Toolbar 20
Forecast the Future Using a Forecast Adding Icons to the QAT 20
Sheet 9
Removing Commands from the QAT 21
Important Features from Excel 2013 10 Customizing the QAT 21
Displaying Two Workbooks on Two
Using the Full-Screen File Menu 23
Monitors 10
Pressing the Esc Key to Close Backstage
Dismissing the Start Screen
View 24
Permanently 10
Recovering Unsaved Workbooks 24
Using the Subscription Model of Office
365 10 Clearing the Recent Workbooks List 24

Using the Cloud for Storage and Getting Information About the Current
More 11 Workbook 24

Relying on the Cloud 11 Marking a Workbook as Final to Prevent


Editing 25
Oddities Added to Excel 2016 11 Finding Hidden Content Using the
Handwriting Equations 11 Document Inspector 25
Touchable Slicers 12 Adding Whitespace Around Icons Using
Search the Internet from Excel 13 Touch Mode 26

Find a Ribbon Command if You Know Previewing Paste Using the Paste
the Exact Name of the Command 13 Options Gallery 26
Accessing the Gallery After Performing a
Paste Operation 27
Accessing the Paste Options Gallery 4 Keyboard Shortcuts 43
from the Right-Click Menu 28
Using Keyboard Accelerators 43
Using the New Sheet Icon to Add
Selecting Icons on the Ribbon 44
Worksheets 29
Selecting Options from a Gallery 45
Navigating Through Many Worksheets
Using the Controls in the Lower Left 29 Navigating Within Drop-Down Lists 46
Backing Up One Level Through a
Using the Mini Toolbar to Format Selected
Menu 46
Text 29
Dealing with Keyboard Accelerator
Expanding the Formula Bar 30 Confusion 46

Zooming In and Out on a Worksheet 31 Selecting from Legacy Dialog Boxes 46

Using the Status Bar to Add Numbers 31 Using the Shortcut Keys 47

Switching Between Normal View, Page Using My Favorite Shortcut Keys 56


Break Preview, and Page Layout View Quickly Move Between Worksheets 56
Modes 32
Jumping to the Bottom of Data with
Ctrl+Arrow 56
3 Customizing Excel 33
Selecting the Current Region with
Performing a Simple Ribbon Ctrl+* 56
Modification 33 Jumping to the Next Corner of a
Selection 56
Adding a New Ribbon Tab 35
Pop Open the Right-Click Menu Using
Sharing Customizations with Others 36 Shift+F10 56

Questions About Ribbon Customization 36 Crossing Tasks Off Your List with
Ctrl+5 56
Introducing the Excel Options Dialog 37
Date Stamp or Time Stamp Using Ctrl+;
Getting Help with a Setting 38 or Ctrl+: 57
New Options in Excel 2016 38 Repeating the Last Task with F4 57
Using AutoRecover Options 38 Adding Dollar Signs to a Reference with
Controlling Image Sizes 39 F4 57

Working with Protected View for Files Choosing Items from a Slicer 57
Originating from the Internet 39 Finding the One Thing That Takes You
Working with Trusted Document Too Much Time 57
Settings 39
Using Excel 2003 Keyboard
Options to Consider 40 Accelerators 58
Invoking an Excel 2003 Alt Shortcut 58
Five Excel Oddities 41
Determining Which Commands Work in
Legacy Mode 59
Ex ce l 2 0 1 6 I n De p th
vi

II Calculating with Excel Addition and Multiplication Example 87


Stacking Multiple Parentheses 87
5 Understanding Formulas 69
Understanding Error Messages in
Getting the Most from This Chapter 69 Formulas 88

Introduction to Formulas 70 Using Formulas to Join Text 90


Formulas Versus Values 70 Joining Text and a Number 90

Entering Your First Formula 71 Copying Versus Cutting a Formula 91


Building a Formula 71
Automatically Formatting Formula Cells 92
The Relative Nature of Formulas 72
Overriding Relative Behavior: Absolute Using Date Math 92
Cell References 72
Troubleshooting Formulas 93
Using Mixed References to Combine
Seeing All Formulas 93
Features of Relative and Absolute
References 74 Highlighting All Formula Cells 94

Using the F4 Key to Simplify Dollar Sign Editing a Single Formula to Show Direct
Entry 75 Precedents 94

Using F4 After a Formula Is Entered 76 Using Formula Auditing Arrows 94

Using F4 on a Rectangular Range 76 Tracing Dependents 95


Using the Watch Window 96
Three Methods of Entering Formulas 77
Evaluate a Formula in Slow Motion 96
Enter Formulas Using the Mouse
Method 78 Evaluating Part of a Formula 97

Entering Formulas Using the Arrow Key


7 Understanding Functions 99
Method 78
Working with Functions 99
Entering the Same Formula in Many
Cells 80 The Formulas Tab in Excel 2016 100

Copying a Formula by Using Finding the Function You Need 101


Ctrl+Enter 80 Using Tab to AutoComplete
Copying a Formula by Dragging the Fill Functions 101
Handle 81 Using the Insert Function Dialog to Find
Double-Click the Fill Handle to Copy a Functions 102
Formula 82
Getting Help with Excel Functions 102
Use the Table Tool to Copy a Formula 82 Using On-Grid ToolTips 103
Using the Function Arguments
6 Controlling Formulas 85 Dialog 103
Formula Operators 85 Using Excel Help 104
Order of Operations 86
Unary Minus Example 86
C ont ent s vii

Using AutoSum 105 Using Conditional Formulas with


Potential Problems with AutoSum 106 Multiple Conditions: SUMIFS(),
AVERAGEIFS(), and COUNTIFS() 136
Special Tricks with AutoSum 107
Dates and Times in Excel 137
Using AutoAverage or AutoCount 108
Understanding Excel Date and Time
Function Reference Chapters 109
Formats 139

8 Using Everyday Functions: Examples of Date and Time Functions 142


Math, Date and Time, and Text Using NOW and TODAY to Calculate
Functions 111 the Current Date and Time or Current
Math Functions 111 Date 142
Using YEAR, MONTH, DAY, HOUR, MINUTE,
Date and Time Functions 114 and SECOND to Break a Date/Time
Apart 143
Text Functions 116
Using DATE to Calculate a Date from
Examples of Math Functions 119 Year, Month, and Day 144
Using SUM to Add Numbers 119 Using TIME to Calculate a Time 146
Using AGGREGATE to Ignore Error Cells Using DATEVALUE to Convert Text Dates
or Filtered Rows 121 to Real Dates 147
Rounding Numbers 124 Using TIMEVALUE to Convert Text Times
Using SUBTOTAL Instead of SUM with to Real Times 148
Multiple Levels of Totals 126 Using WEEKDAY to Group Dates by Day of
Totaling Visible Cells Using the Week 149
SUBTOTAL 127 Using WEEKNUM or ISOWEEKNUM to Group
Using RAND and RANDBETWEEN to Dates into Weeks 150
Generate Random Numbers and Calculating Elapsed Time 151
Data 128
Using EOMONTH to Calculate the End of
Using =ROMAN() to Finish Movie Credits the Month 154
and =ARABIC() to Convert Back to
Using WORKDAY or NETWORKDAYS or Their
Digits 130
International Equivalents to Calculate
Using ABS() to Figure Out the Workdays 154
Magnitude of Error 130
Using International Versions of WORKDAY
Using GCD and LCM to Perform Seventh- or NETWORKDAYS 156
Grade Math 131
Using MOD to Find the Remainder Portion Examples of Text Functions 157
of a Division Problem 131 Joining Text with the Ampersand (&)
Using SQRT and POWER to Calculate Operator 158
Square Roots and Exponents 133 Using LOWER, UPPER, or PROPER to
Using COUNTIF, AVERAGEIF, and SUMIF Convert Text Case 158
to Conditionally Count, Average, or Sum Using TRIM to Remove Leading and
Data 133 Trailing Spaces 160
Ex ce l 2 0 1 6 I n De p th
viii

Using the CHAR or UNICHAR Function to Using IS Functions to Test for Types of
Generate Any Character 162 Values 189
Using the CODE or UNICODE Function Using the N Function to Add a Comment
to Learn the Character Number for Any to a Formula 190
Character 164 Using the NA Function to Force Charts to
Using LEFT, MID, or RIGHT to Split Not Plot Missing Data 190
Text 165 Using the CELL Function to Return the
Using LEN to Find the Number of Worksheet Name 191
Characters in a Text Cell 167
Examples of Lookup and Reference
Using SEARCH or FIND to Locate
Functions 192
Characters in a Particular Cell 168
Using the CHOOSE Function for Simple
Using SUBSTITUTE to Replace
Lookups 192
Characters 171
Using VLOOKUP with TRUE to Find a
Using REPT to Repeat Text Multiple
Value Based on a Range 193
Times 171
Using the MATCH Function to Locate the
Using EXACT to Test Case 173
Position of a Matching Value 198
Using TEXT to Format a Number as
Using INDEX and MATCH for a Left
Text 173
Lookup 200
Using the T and VALUE Functions 175
Using MATCH and INDEX to Fill a Wide
Table 202
9 Using Powerful Functions:
Performing Many Lookups with
Logical, Lookup, Web, and
LOOKUP 203
Database Functions 177
Using FORMULATEXT to Document a
Examples of Logical Functions 183 Worksheet 204
Using the IF Function to Make a Using Numbers with OFFSET to Describe
Decision 183 a Range 205
Using the AND Function to Check for Two Using INDIRECT to Build and Evaluate
or More Conditions 184 Cell References On the Fly 207
Using OR to Check Whether One or More Using the HYPERLINK Function to
Conditions Are Met 185 Quickly Add Hyperlinks 209
Using the NOT Function to Simplify the Using the TRANSPOSE Function to
Use of AND and OR 186 Formulaically Turn Data 210
Using the IFERROR or IFNA Function to Using GETPIVOTDATA to Retrieve One
Simplify Error Checking 187 Cell from a Pivot Table 211

Examples of Information Functions 188 Examples of Database Functions 213


Using the ISFORMULA Function with Using DSUM to Conditionally Sum
Conditional Formatting to Mark Formula Records from a Database 214
Cells 188 Using the DGET Function 219
C ont ent s ix

10 Other Functions 223 Using the Name Box for Quick


Navigation 258
Web Functions 223
Avoiding Problems by Using Worksheet-
Financial Functions 223 Level Scope 259
Defining a Worksheet-Level Name 259
Statistical Functions 228
Referring to Worksheet-Level
Trigonometry Functions 240 Names 260

Matrix Functions 241 Using Named Ranges to Simplify


Formulas 260
Engineering Functions 242
Retroactively Applying Names to
11 Connecting Worksheets and Formulas 261
Workbooks 245
Using Names to Refer to Ranges 261
Connecting Two Worksheets 245
Adding Many Names at Once from Existing
Creating Links Using the Paste Options
Labels and Headings 262
Menu 247
Creating Links Using the Right-Drag Using Intersection to Do a Two-Way
Menu 249 Lookup 263

Building a Link by Using the Using Implicit Intersection 264


Mouse 250
Using a Name to Avoid an Absolute
Links to External Workbooks Default to
Reference 265
Absolute References 251
Building a Formula by Typing 251 Using a Name to Hold a Value 266

Creating Links to Unsaved Assigning a Formula to a Name 266


Workbooks 252
Using the Links Tab on the Trust Using Power Formula Techniques 267
Center 252 Using 3D Formulas to Spear Through
Opening Workbooks with Links to Many Worksheets 267
Closed Workbooks 253 Referring to the Previous
Dealing with Missing Linked Worksheet 269
Workbooks 253
Combining Multiple Formulas into One
Preventing the Update Links Dialog from Formula 270
Appearing 254 Turning a Range of Formulas on Its
Side 273
12 Array Formulas and Names in
Coercing a Range of Dates Using an
Excel 255
Array Formula 276
Advantages of Using Names 255

Naming a Cell by Using the Name


Dialog 257
Ex ce l 2 0 1 6 I n De p th
x

III Data Analysis with Excel 14 Summarizing Data Using


Subtotals or Filter 295
13 Transforming Data 279
Adding Automatic Subtotals 296
Using Power Query 279
Working with the Subtotals 297
Specifying the Data Source 280
Showing a One-Page Summary with
Transforming Data in Power Query 281
Only the Subtotals 298
Unpivoting Data in Power Query 283
Sorting the Collapsed Subtotal View So
Correcting a Mistake in Power the Largest Customers Are on Top 298
Query 284
Copying Only the Subtotal Rows 300
Adding Columns in Power Query 285
Formatting the Subtotal Rows 301
Reviewing the Query 286
Removing Subtotals 302
Loading and Refreshing the Data 287
Subtotaling Multiple Fields 302
Cleaning Data with Flash Fill 288
Filtering Records 303
Coaching Flash Fill with a Second
Example 288 Using a Filter 304

Flash Fill Will Not Automatically Fill In Selecting One or Multiple Items from the
Numbers 288 Filter Drop-Down 305

Using Formatting with Dates 289 Identifying Which Columns Have Filters
Applied 307
Troubleshooting Flash Fill 289
Combining Filters 307
Sorting Data 289
Clearing Filters 307
Sorting by Color or Icon 290
Refreshing Filters 308
Factoring Case into a Sort 290
Resizing the Filter Drop-Down 308
Reordering Columns with a Left-to-Right
Filtering by Selection—Hard Way 308
Sort 291
Filtering by Selection—Easy Way 309
Sorting into a Unique Sequence by Using
Filtering by Color or Icon 310
Custom Lists 291
Handling Date Filters 311
One-Click Sorting 292
Using Special Filters for Dates, Text, and
Fixing Sort Problems 293
Numbers 312
Discovering Interesting Things in Your Data Totaling Filtered Results 314
Using the Quick Analysis 293
Formatting and Copying Filtered
Results 314

Using the Advanced Filter Command 314


Advanced Filter Criteria 316
C ont ent s xi

Using Remove Duplicates to Find Unique Showing Percentage of Total Using Show
Values 317 Value As Settings 339

Combining Duplicates and Adding Showing Running Totals and Rank 340
Values 318 Using a Formula to Add a Field to a
Pivot Table 341
15 Using Pivot Tables to Analyze
Formatting a Pivot Table 342
Data 321
Finding More Information on Pivot
Creating Your First Pivot Table 322
Tables 343
Browsing Ten “Recommended” Pivot
Tables 323
16 Using Slicers and Filtering a
Starting with a Blank Pivot Table 324 Pivot Table 345
Adding Fields to Your Pivot Table Using
Filtering Using the Row Label Filter 345
the Field List 325
Clearing a Filter 348
Changing the Pivot Table Report by
Using the Field List 326 Filtering Using the Check Boxes 348
Filtering Using the Label Filter
Dealing with the Compact Layout 328
Fly-Out 349
Rearranging a Pivot Table 329 Filtering Using the Date Filters 350
Filtering to the Top 10 350
Finishing Touches: Numeric Formatting and
Removing Blanks 330 Filtering Using Slicers 351

Four Things You Have to Know When Using Adding Slicers 351
Pivot Tables 332 Arranging the Slicers 352
Your Pivot Table Is in Manual Calculation Using the Slicers in Excel 2016 353
Mode Until You Click Refresh! 332
Filtering Dates 353
One Blank Cell in a Value Column
Causes Excel to Count Instead of Filtering Oddities 354
Sum 332
AutoFiltering a Pivot Table 354
If You Click Outside the Pivot Table, All
Replicating a Pivot Table for Every
the Pivot Table Tools Disappear 332
Customer 356
You Cannot Change, Move a Part of, or
Insert Cells in a Pivot Table 333 Sorting a Pivot Table 356

Calculating and Roll-ups with Pivot 17 Mashing Up Data with


Tables 333 PowerPivot 357
Grouping Daily Dates to Months and
Years 333 Joining Multiple Tables Using the Data
Model 357
Adding Calculations Outside the Pivot
Preparing Data for Use in the Data
Table 336
Model 357
Changing the Calculation of a Field 337
Ex ce l 2 0 1 6 I n De p th
xii

Building a Pivot Table from the Data Case Study: Macro for Formatting for a Mail
Model 358 Merge 383

Adding the Second Table and Defining a How Not to Record a Macro: The Default
Relationship 359 State of the Macro Recorder 384

Understanding the Limitations of the Relative References in Macro


Data Model 360 Recording 385
Starting the Macro Recorder 386
Benefits of Moving to PowerPivot 361
Running a Macro 388
Count Distinct Using DAX 361
Date Intelligence Using DAX 362 Everyday-Use Macro Example: Formatting
an Invoice Register 389
Interactive Dashboards with Power
Using the Ctrl+Down-Arrow Key to
View 365
Handle a Variable Number of Rows 389

18 Using What-If, Scenario Making Sure You Find the Last


Manager, Goal Seek, and Record 390
Solver 367 Recording the Macro in a Blank
Workbook 390
Using What-If 367
Editing a Macro 391
Creating a Two-Variable What-If
Table 368 Understanding VBA Code—An
Analogy 392
Modeling a Random Scenario Using a
Data Table 370 Comparing Object.Method to Nouns and
Verbs 393
Using Scenario Manager 372
Comparing Collections to Plural
Creating a Scenario Summary Nouns 393
Report 375
Comparing Parameters to Adverbs 393
Adding Multiple Scenarios 375
Comparing Adjectives to Properties 396
Using Goal Seek 375 Using the Analogy While Examining
Recorded Code 396
Using Solver 377
Installing Solver 377 Using Simple Variables and Object
Variables 397
Solving a Model Using Solver 377
Using R1C1-Style Formulas 398
19 Automating Repetitive Fixing AutoSum Errors in Macros 399
Functions Using VBA
Customizing the Everyday-Use Macro
Macros 381
Example: GETOPENFILENAME and
Checking Security Settings Before Using GETSAVEASFILENAME 400
Macros 381
From-Scratch Macro Example: Loops, Flow
Recording a Macro 382 Control, and Referring to Ranges 401
Finding the Last Row with Data 402
C ont ent s xiii

Looping Through All Rows 402 IV Excel Visuals


Referring to Ranges 403
Combining a Loop with FinalRow 404
21 Formatting Worksheets 425
Making Decisions by Using Flow Why Format Worksheets? 425
Control 404
Using Traditional Formatting 427
Putting Together the From-Scratch
Example: Testing Each Record in a Changing Numeric Formats by Using the
Loop 406 Home Tab 429

A Special Case: Deleting Some Changing Numeric Formats by Using


Records 407 Built-in Formats in the Format Cells
Dialog 431
Combination Macro Example: Creating a Using Numeric Formatting with
Report for Each Customer 409
Thousands Separators 431
Using the Advanced Filter for Unique
Displaying Currency 432
Records 411
Displaying Dates and Times 432
Using AutoFilter 413
Displaying Fractions 433
Selecting Visible Cells Only 414
Displaying ZIP Codes, Telephone
Combination Macro Example: Putting It
Numbers, and Social Security
All Together 415
Numbers 433
Changing Numeric Formats Using
20 More Tips and Tricks for Excel
Custom Formats 434
2016 417
Using the Four Zones of a Custom
Watching the Results of a Distant Cell 417 Number Format 435

Comparing Documents Side by Side with Controlling Text and Spacing in a


Synchronous Scrolling 418 Custom Number Format 436
Controlling Decimal Places in a Custom
Calculating a Formula in Slow Motion 419
Number Format 436
Inserting a Symbol in a Cell 420 Using Conditions and Color in a Custom
Number Format 437
Editing an Equation 420
Using Dates and Times in a Custom
Protecting a Worksheet 421 Number Format 437
Displaying Scientific Notation in Custom
Separating Text Based on a Delimiter 421
Number Formats 438
Auditing Worksheets Using Inquire 422 Aligning Cells 438
Changing Font Size 439
Changing Font Typeface 440
Applying Bold, Italic, and Underline 440
Using Borders 441
Coloring Cells 442
Ex ce l 2 0 1 6 I n De p th
xiv

Adjusting Column Widths and Row Using Icon Sets to Segregate Data 470
Heights 443 Setting Up an Icon Set 471
Using Merge and Center 444 Moving Numbers Closer to Icons 472
Rotating Text 446 Mixing Icons or Hiding Icons 473

Formatting with Styles 447 Using the Top/Bottom Rules 474

Understanding Themes 450 Using the Highlight Cells Rules 475


Choosing a New Theme 451 Highlighting Cells by Using Greater
Creating a New Theme 451 Than and Similar Rules 476
Reusing Another Theme’s Effects 452 Comparing Dates by Using Conditional
Saving a Custom Theme 453 Formatting 478

Using a Theme on a New Identifying Duplicate or Unique Values


Document 453 by Using Conditional Formatting 479

Sharing a Theme with Others 453 Using Conditional Formatting for Text
Containing a Value 480
Other Formatting Techniques 453
Tweaking Rules with Advanced
Formatting Individual Characters 453
Formatting 481
Changing the Default Font 454
Using a Formula for Rules 483
Wrapping Text in a Cell 455
Getting to the Formula Box 483
Justifying Text in a Range 456
Working with the Formula Box 483
Adding Cell Comments 457
Finding Cells Within Three Days of
Copying Formats 459 Today 484

Pasting Formats 459 Finding Cells Containing Data from the


Past 30 Days 484
Pasting Conditional Formats 460
Highlighting Data from Specific Days of
Using the Format Painter 460
the Week 485
Copying Formats to a New
Highlighting an Entire Row 485
Worksheet 461
Highlighting Every Other Row Without
22 Using Data Visualizations and Using a Table 485
Conditional Formatting 463
Combining Rules 486
Using Data Bars to Create In-Cell Bar
Extending the Reach of Conditional
Charts 464
Formats 488
Creating Data Bars 465
Special Considerations for Pivot Tables 489
Customizing Data Bars 466
Showing Data Bars for a Subset of
Cells 468

Using Color Scales to Highlight


Extremes 468
C ont ent s xv

23 Graphing Data Using Excel Adding a Photo to a Point 515


Charts 491 Combining Layers 515

Choosing from Recommended Charts 492 Changing Column Size or Color 516

Using the Paintbrush Icon for Resizing the Various Panes 516
Styles 493 Adding a Satellite Photograph 516
Deleting Extraneous Data Using the Showing the Whole Earth 516
Funnel 494 Understanding the Time Choices 516
Changing Chart Options Using the Plus Animating a Line Between Two
Icon 494 Points 517

Easy Combo Charts 495 Controlling Map Labels 517

Using the New Hierarchy Charts 496 Building a Tour and Creating a Video 518

Creating a Frequency Distribution with a Using an Alternate Map 519


Histogram Chart 497 Preparing the Store Image 519

Describe the Statistics of a Data Set with a Specifying a Custom Map 519
Box and Whisker Chart 499
25 Using Sparklines 523
Showing Financial Data with a Waterfall
Chart 500 Fitting a Chart into the Size of a Cell with
Sparklines 523
Saving Time with Charting Tricks 500
Understanding How Excel Maps Data to
Adding New Data to a Chart by Sparklines 524
Pasting 500
Creating a Group of Sparklines 526
Dealing with Small Pie Slices 501
Built-in Choices for Customizing
Saving a Favorite Chart Style As a Sparklines 528
Template 502
Controlling Axis Values for
Sparklines 529
24 Using 3D Maps 503
Setting Up Win/Loss Sparklines 531
Examples of 3D Maps 503
Showing Detail by Enlarging the
Adding Color Information for Sparkline and Adding Labels 532
Categories 505
Other Sparkline Options 535
Zooming In 506
Animating Over Time 508 26 Decorating Spreadsheets 537
Going Ultra-Local 509 Using SmartArt 538

Getting Your Data into 3D Map 512 Elements Common in Most


SmartArt 539
3D Map Techniques 514 Inserting SmartArt 539
Tipping, Rotating, and Zooming the Changing Existing SmartArt to a New
Map 514 Style 540
Ex ce l 2 0 1 6 I n De p th
xvi

Adding Images to SmartArt 541 Using Full Screen Print Preview 566
Special Considerations for Organizational Making the Report Fit on the Page 566
Charts and Hierarchical SmartArt 542 Setting Worksheet Paper Size 566

Using Shapes to Display Cell Contents 543 Adjusting Worksheet Orientation 567
Adjusting Worksheet Margins 567
Working with Shapes 545
Repeating the Headings on Each
Using WordArt for Interesting Titles and Page 567
Headlines 545 Excluding Part of Your Worksheet from
Using Text Boxes to Flow Long Text the Print Range 568
Passages 546 Forcing More Data to Fit on a Page 569

Using Pictures and Clip Art 547 Working with Page Breaks 569
Getting Your Picture into Excel 547 Manually Adding Page Breaks 569
Inserting a Picture from Your Manual Versus Automatic Page
Computer 548 Breaks 570
Inserting Multiple Pictures at Once 548 Using Page Break Preview to Make
Inserting a Picture or Clip Art from Changes 570
Online 548 Removing Manual Page Breaks 570

Adjusting the Picture Using the Ribbon Adding Headers or Footers to the Printed
Tab 550 Report 571
Resizing the Picture to Fit 550 Adding an Automatic Header 571
Adjusting the Brightness and Adding a Custom Header 572
Contrast 552
Inserting a Picture or a Watermark in a
Adding Interesting Effects Using the Header 572
Picture Styles Gallery 553
Using Different Headers and Footers in
Applying Artistic Effects 554 the Same Document 573
Removing the Background 555 Scaling Headers and Footers 574
Reducing a Picture’s File Size 557
Printing from the File Menu 574
Inserting Screen Clippings 557 Choosing a Printer 575

Selecting and Arranging Pictures 558 Choosing What to Print 575


Changing Printer Properties 576
27 Printing 561
Changing Some of the Page Setup
Printing in One Click 561 Settings 576

Finding Print Settings 562 Using Page Layout View 576

Previewing the Printed Report 565 Exploring Other Page Setup Options 577
Using the Print Preview on the Print Printing Gridlines and Headings 577
Panel 565
C ont ent s xvii

Centering a Small Report on a Page 577


Replacing Error Values When
Printing 577
Printing Comments 578
Controlling the First Page Number 578

28 Excel Online 579

Accessing Your OneDrive Workbooks from


Anywhere 580
Understanding the Limitations of Excel
Online 580
Group Editing Using Excel Online 583

Designing a Workbook as an Interactive


Web Page 584
Sharing a Link to Your Web
Workbook 586

Collecting Survey Data in Excel Online 586

Creating a PDF from a Worksheet 589

Index 591
ABOUT THE AUTHOR
Bill Jelen, Excel MVP and the host of MrExcel.com, has been using spreadsheets since
1985, and he launched the MrExcel.com website in 1998. He loves performing his half-day
Power Excel seminar around the world. He has produced more than 1,900 episodes of his
daily video podcast, Learn Excel from MrExcel. He is the author of 45 books about Microsoft
Excel and writes the monthly Excel column for Strategic Finance magazine. Before found-
ing MrExcel.com, Bill Jelen spent 12 years in the trenches—working as a financial analyst for
finance, marketing, accounting, and operations departments of a $500 million public company.
He lives in Merritt Island, Florida, with his wife, Mary Ellen.

Dedication
To Robert K. Jelen, my favorite brother

Acknowledgments
Thanks to all the Excel project managers who were happy to take the time to discuss the how
or why behind a feature. At various times, Aviv Azrachi, Scott Ruble, Igor Peev, David Gainer,
Chad Rothschiller, Sam Radakovitz, and Dan Battigan pitched in to help with a particular issue.
Other Excel MVPs often offered their take on a potential bug. I could send a group email over
a weekend and someone like Kevin Jones, Zack Baresse, Ken Puls, Roger Govier, or Ingeborg
Hawighorst would usually respond. I particularly loved launching a missive just after the
Microsoft crew in Building 36 went home on Friday evening, knowing they would return on
Monday morning with 40 or 50 responses to the conversation. Without any Excel project man-
agers to temper the discussion, we would often have designed massive improvements that we
would have liked to have implemented in Excel. Someone would show up on Monday and tell
us why that could never be done.
Bob Umlas is the smartest Excel guy that I know, and I was thrilled to have him as the techni-
cal editor for this book. Also, thanks to Barbara Hacha for copy editing.
Robert F. Jelen, my 93-year-old father, recently moved near us. I enjoy our daily lunches. I apol-
ogize that I had to miss a few when deadlines for this book were looming.
Mary Ellen Jelen did a great job of keeping me on track with this book.
WE WANT TO HEAR FROM YOU!
As the reader of this book, you are our most important critic and commentator. We value your
opinion and want to know what we’re doing right, what we could do better, what areas you’d
like to see us publish in, and any other words of wisdom you’re willing to pass our way.
We welcome your comments. You can email or write to let us know what you did or didn’t like
about this book—as well as what we can do to make our books better.
Please note that we cannot help you with technical problems related to the topic of this book.
When you write, please be sure to include this book’s title and author as well as your name
and email address. We will carefully review your comments and share them with the author
and editors who worked on the book.
Email: [email protected]
Mail: Que Publishing
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READER SERVICES
Visit our website and register this book at quepublishing.com/register for convenient access to
any updates, downloads, or errata that might be available for this book.
This page intentionally left blank
INTRODUCTION
Many members of the team who build Excel spent the past two years cre-
ating versions of Excel that would run on Android and iOS mobile devices.
Subsequently, there are fewer new features in Excel 2016 than in a nor-
mal release of Office. The theory is that more features can be rolled out
monthly for people who are renting Excel through one of the Office 365
subscriptions.
At the official release of Office 2016, here are the new features in
Excel 2016:

• The charting team introduced six new chart types: Waterfall,


Histogram, Pareto, Box & Whisker, Treemap, and Sunburst. Read about
these charts in Chapter 23, “Graphing Data Using Excel Charts.”

• The new charts are based on a new charting engine. Over the next
few years, all the legacy charts will move to this new engine.

• The Power Query add-in for Excel 2010 and Excel 2013 has been
embedded in the Data tab and renamed Get & Transform. I love the
feature, but I hate the new name. Read about the feature formerly
known as Power Query in Chapter 13, “Transforming Data.”

• Power Map debuted for Office 365 customers after the release of
Excel 2013. The add-in lets you visualize your data on a 3D map and
create tours through the data. It is a beautiful feature and can now be
found on the Insert tab. Read about this feature in Chapter 24, “Using
3D Maps.”
2 I n tro d u ctio n

• Forecast Sheets produce a seasonally adjusted forecast from any time series. This functionality
is powered by five new functions: FORECAST.ETS, FORECAST.ETS.CONFINT, FORECAST.ETS.
SEASONALITY, FORECAST.ETS.STAT, and FORECAST.LINEAR. Read about this in Chapter 1,
“What’s New in Excel 2016 (and 2013).”

• Dates added to a pivot table will automatically group to months, quarters, and years. Read more
in Chapter 15, “Using Pivot Tables to Analyze Data.”

• Slicers get an easier multiselect functionality. Read about this in Chapter 16, “Using Slicers and
Filtering a Pivot Table.”

• Insights powered by Bing allow you to right-click any cell and select Smart Lookup to search the
Internet for that term. Results appear in a task pane to the right of your Excel screen. Read about
this feature in Chapter 1.

• Tell Me What You Want To Do is a poorly conceived way to find commands in Excel. If you
remember that the name of the command is Data Validation but can’t remember that it is found
on the Data tab, this command might be mildly useful. But any normal phrases typed in the Tell
Me box fail to find the correct command. I hope someone at Microsoft is collecting all the phrases
that get typed and followed by Esc so the company can build some actual intelligence into this
feature. I mention this feature again in Chapter 2, “Using the Excel Interface.”

• Convert Handwritten Equations to Text makes a great marketing demo, but few people actually
have to do something like this.

• For those of you suffering snow blindness from the all-white theme in Excel 2013, you will enjoy
the colorful theme. Also, horribly conceived Excel 2013 features such as slot-machining and
RIBBON TABS IN ALL CAPS have been removed from Excel 2016.

How This Book Is Organized


The book is organized into the following parts:

• Chapters 1–4 cover the Excel Interface.


• Chapters 5–12 cover what Excel does best, from formulas to functions to linking.
• Chapters 13–20 cover sorting, filtering, subtotals, and pivot tables. These are the tools of the
Excel data analyst. Learn about these tools and the new PowerPivot. The chapter on VBA macros
is also in this part of the book.

• Chapters 21–28 cover charting, SmartArt, data visualizations, and picture tools. After you get
done analyzing the data, a few features from this part will make your reports look good.
C onvent ions U sed in This B ook 3

Conventions Used in This Book


The special conventions used throughout this book are designed to help you get the most from the
book as well as Excel 2016.

Text Conventions
Different typefaces are used to convey various things throughout the book. They include those
shown in Table I.1.

Table I.1 Typeface Conventions


Typeface Description
Monospace Screen messages and Excel formulas appear in monospace.
Italic New terminology appears in italic.
Bold Monospace References to text you should type appear in bold monospace.

Ribbon names, dialog names, and dialog elements are capitalized in this book (for example, Add
Formatting Rule dialog, Home ribbon tab).
In this book, key combinations are represented with a plus sign. If the action you need to take is to
press the Ctrl key and the T key simultaneously, the text tells you to press Ctrl+T.

Special Elements
Throughout this book, you’ll find tips, notes, cautions, cross-references, case studies, Excel in
Practice boxes, sidebars, and Troubleshooting Tip boxes. These elements provide a variety of infor-
mation, ranging from warnings you shouldn’t miss to ancillary information that will enrich your
Excel experience but that isn’t required reading.

tip
Tips point out special features, quirks, or software tricks that will help you increase your productivity with
Excel 2016.

note
Notes contain extra information or alternative techniques for performing tasks.
4 I n tro d u ctio n

caution
Cautions call out potential gotchas.

➥ See Chapter 99 for more information is a cross-reference to another section or chapter


in this book.

Case Study: Other Elements


Sections such as Case Study, Excel in Practice, and Troubleshooting Tips are set off in boxes such
as this one:
• Case Studies walk you through the steps to complete a task.
• Excel in Practice boxes walk through real-life problems in Excel.
• Troubleshooting Tip boxes walk you through steps to avoid certain problems or explain how
to react when certain problems occur.

Sidebars
Historical glimpses and other information that is not critical to your understanding appear as
sidebars.
3

CUSTOMIZING EXCEL
The Excel Options dialog offers dozens of changes you can make in Excel.
This chapter walks you through examples of customizing the ribbon and
discusses some of the important option settings available in Excel.

Performing a Simple Ribbon


Modification
Suppose that you generally like the ribbon but there is one icon that
seems to be missing. You can add icons to the ribbon to make it custom-
ized to your preference. If you feel the Data tab would be perfect with the
addition of a pivot table icon, you can add it (see Figure 3.1).
34 Cu sto mizin g Ex ce l
PART

Figure 3.1
Decide where the new command
should go on the ribbon.

To add the pivot table command to the Data tab, follow these steps:

1. Right-click the ribbon and select Customize the Ribbon.

2. In the right list box, expand the Data tab by clicking the + sign next to Data.

3. Click the Sort & Filter entry in the right list box. The new group will go after this entry.

4. Click the New Group button at the bottom of the right list box. A New Group (Custom) item
appears after Sort & Filter, as shown in Figure 3.2.

Figure 3.2
Commands have to be added to a new group.

5. While the New Group is selected, click the Rename button at the bottom of the list box. The
Rename dialog appears.

6. The Rename dialog offers to let you choose an icon and specify a name for the group. The icon
is shown only when the Excel window is too small to display the whole group. Choose any icon
and type a display name of Pivot. Click OK.

7. The left list box shows the popular commands. You could change Popular Commands to All
Commands and scroll through 2,400 commands. However, in this case, the commands you want
are on the Insert tab. Choose All Tabs from the top-left drop-down. Expand the Insert tab, and
then expand Tables. Click PivotTable in the left list box. Click the Add button in the center of
CHAPTER
Adding a New Ribbon Tab 35

3
the dialog to add PivotTable to the new custom Pivot group on the ribbon. Excel automatically
advances to the next icon of Recommended PivotTables. Click Add again.

8. In the drop-down above the left list box, select All Commands. The left list box changes to show
an alphabetical list of all commands.

9. Scroll through the left list box until you find PivotTable and PivotChart Wizard. This is the
obscure entry point to create Multiple Consolidation Range pivot tables. Select that item in the
left list box. Click Add. At this point, the right side of the dialog should look like Figure 3.3.

Figure 3.3
Three new icons have been added to a new custom group on the
Data tab.

10. Click OK.

Figure 3.4 shows the new group in the Data tab of the ribbon.

Figure 3.4
The results appear in the ribbon.

Adding a New Ribbon Tab


To add a new ribbon tab, follow these basic steps:

1. Right-click the ribbon and select Customize the Ribbon.

2. Click New Tab and rename the tab.

3. Add New Group(s) to the new tab.

4. Add commands to the new groups.

As you go through the steps to add a new ribbon tab, you will discover how absolutely limiting the
ribbon customizations are. You have no control over which items appear with large icons and which
appear with small icons. This applies even to galleries. If you add the Cell Styles gallery to a group
on the ribbon, it always appears as an icon instead of a gallery, even if it is the only thing on the
entire ribbon tab (see the left icon in Figure 3.5). The workaround is to add an entire built-in group
36 Cu sto mizin g Ex ce l
PART

I
to the tab. In the right of Figure 3.5, the entire Styles group was added. The Cell Styles gallery is
now allowed to appear as a gallery.

Added Group Figure 3.5


When added to a
custom group, a
gallery is reduced
to a single icon
with a drop-
Added down.
Icon

Sharing Customizations with Others


If you have developed the perfect ribbon customization and you want everyone in your department
to have the same customization, you can export all the ribbon customizations.
To export the changes, follow these steps:

1. Right-click the ribbon and select Customize the Ribbon.


note
2. Below the right list box, select Import/Export, Export All This is an all-or-nothing
Customizations. proposition. You cannot
export your changes to one
3. Browse to a folder and provide a name for the customization
custom tab without exporting
file. The file type will be .exportedUI. Click OK.
your changes to the Data and
4. In Windows Explorer, find the .exportedUI file. Copy it to a co- Home tabs.
worker’s computer.

5. On the co-worker’s computer, repeat step 1. In step 2, select Import Customization File. Find the
file and click OK.

Questions About Ribbon Customization


Can the customizations apply only to a certain workbook?

No. The Customize the Ribbon command in Excel 2016 applies to all workbooks.

Can I reset my customizations and go back to the original ribbon?

Right-click the ribbon and select Customize the Ribbon. Below the right list box, select Reset,
Reset All Customizations.

How can I get complete control over the ribbon?

Learn RibbonX and write some VBA to build your own ribbon.
CHAPTER
Int roducing t he E xcel Opt ions D ialog 37

3
➥ For more information on building your own ribbon, see RibbonX: Customizing the
Office 2007 Ribbon, by Robert Martin, Ken Puls, and Teresa Hennig (Wiley, ISBN
0470191112).

These ribbon customizations are really lacking. Is there another option that doesn’t require
me to write a program?

Yes, a number of third-party ribbon customization programs are available. For example, check out
a free one from Excel MVP Andy Pope at www.andypope.info/vba/ribboneditor.htm.

Introducing the Excel Options Dialog


Open the File menu and select Options from the left navigation pane to open the Excel Options
dialog. The dialog has categories for General, Formulas, Proofing, Save, Language, Advanced,
Customize Ribbon, Quick Access Toolbar, Add-Ins, and Trust Center. The Trust Center leads to
another 12 categories.
To the Excel team’s credit, they tried to move the top options to the General category. Beyond those
15 settings, though, are hundreds of settings spread throughout 21 categories in the Excel Options
and Trust Center. Table 3.1 gives you a top-level view of where to start looking for settings.

Table 3.1 Excel Options Dialog Settings


Category Types of Settings
General The most commonly used settings, such as user interface settings, default
font for new workbooks, number of sheets in a new workbook, customer
name, and Start screen.
Formulas All options for controlling calculation, error-checking rules, and formula
settings. Note that options for multithreaded calculations are currently
considered obscure enough to be on the Advanced tab rather than on the
Formulas tab.
Proofing Spell-check options and a link to the AutoCorrect dialog.
Save The default method for saving, AutoRecovery settings, legacy colors, and
web server options.
Language Choose the editing language, ToolTip language, and Help language.
Advanced All options that Microsoft considers arcane, spread among 13 headings.
Customize Icons to customize the ribbon.
Ribbon
Quick Access Icons to customize the Quick Access Toolbar (QAT).
Toolbar
Add-Ins A list of available and installed add-ins. New add-ins can be installed from
the button at the bottom of this category.
Trust Center Links to the Microsoft Trust Center, with 12 additional categories.
38 Cu sto mizin g Ex ce l
PART

I
Getting Help with a Setting
Many settings appear with a small i icon. If you hover the mouse near this icon, Excel displays a
super ToolTip for the setting. The ToolTip explains what happens when you choose the setting.
It also provides some tips about what you need to be aware of when you turn on the setting. For
example, the ToolTip in Figure 3.6 shows information about the calculation settings. It also explains
that you should use the F9 key to invoke a manual calculation.

Help Icon Figure 3.6


The i button offers an explanation of
many settings.

New Options in Excel 2016


Excel 2016 offers two new settings. The first is welcome because it enables you to turn off an
annoying animation feature introduced in Excel 2013. Here are some changes you might notice in
Excel 2016 Options:

• Provide Feedback with Animation enables you to turn off the animations introduced in Excel
2013. It is found in the General category of the Advanced tab.

• Enable Data Analysis Add-Ins: PowerPivot, Power View, and Power Map enables you to turn on
these three add-ins in a single click instead of using the Add-Ins category. The setting is found
in the Data category of the Advanced tab. This setting applies only if you own a version of Excel
2016 that includes the add-ins.

Using AutoRecover Options


For many versions, Excel periodically saves a copy of your work every 10 minutes. If your computer
crashes, the recovery pane offers to let you open the last AutoRecovered version of the file. This fea-
ture is sure to save you from retyping data that might have otherwise been lost.
CHAPTER
Int roducing t he E xcel Opt ions D ialog 39

3
Another painful situation occurs when you do not save changes and then close Excel. Yes, Excel
asks if you want to save changes for each open document, but this question usually pops up at 5:00
p.m. when you are in a hurry to get out of the office. If you are thinking about what you need to do
after work and not paying attention to which files are still open, you might click No to the first docu-
ment and then click No again and again without noticing that the fifth open document was one that
should have been saved.
Another scenario involves leaving an Excel file open overnight only to discover that Windows
Update decided to restart the computer at 3:00 a.m. After being burned a dozen times, you can
change the behavior of Windows Update to stop doing this. However, if Windows Update closed
Excel without saving your documents, you can lose those AutoRecovered documents.
A setting introduced in Excel 2010 has Excel save the last AutoRecovered version of each open file
when you close without saving. This setting is on the Save category of Excel Options and is called
Keep the Last AutoSaved Version If I Close Without Saving.

Controlling Image Sizes


An Image Size & Quality section appears in the Advanced category. Most people add a photo to
dress up the cover page of a document. However, you probably don’t need an 8-megapixel image
being saved in the workbook. By default, Excel compresses the image before saving the file. You can
control the target output size using the drop-down in Excel options. Choices include 96ppi, 150ppi,
and 220ppi. The 96ppi setting will look fine on your display. Use 220ppi for images you will print.
If you want to keep your images at the original size, you can select the Do Not Compress Images in
File setting.
You should also understand the Discard Editing Data check box. Suppose that you insert an image
in your workbook and then crop out part of the photograph. If you do not enable Discard Editing
Data, someone else can come along and uncrop your photo. This can be an embarrassing situation—
just ask the former TechTV co-host who discovered certain bits of photographs were still hanging
around after she cropped them out.

Working with Protected View for Files Originating


from the Internet
Starting in Excel 2010, files from the Internet or Outlook initially open in protected mode. This mode
gives you a chance to look at the workbook and formulas without having anything malicious hap-
pen. Unfortunately, you cannot view the macro code while the workbook is in protected view.
If you only want to view or print the workbook, protected mode works great. One statistic says that
40% of the time, people simply open a document and never make changes to it.
After you click Enable Editing, Excel will skip protected mode the next time you open the file.

Working with Trusted Document Settings


By default, Excel warns you about all sorts of things. If you open a workbook with macros, links,
external data connections, or even the new WEBSERVICE function, a message bar appears above the
worksheet to let you know that Excel disabled those “threats.”
40 Cu sto mizin g Ex ce l
PART

I
If you declare a folder on your hard drive to be a trusted folder, you can open those documents
without Excel warning you about the items. Visit File, Options, Trust Center, Trust Center Settings,
Trusted Locations to set up a trusted folder.
Starting in Excel 2010, if you open a file from your hard drive and enable the content, Excel auto-
matically enables that content the next time. The inherent problem here is that if you open a file and
discover the macros are bad, you will not want those macros to open automatically the next time.
There is no way to untrust a single document other than deleting, renaming, or moving it. Instead,
you have to go to the Trusted Documents category of the Trust Center where you can choose to
clear the entire list of trusted documents.

Options to Consider
Although hundreds of Excel options exist, this section provides a quick review of options that might
be helpful to you:

• Save File in This Format in the Save category. If you regularly create macros, choose the Excel
Macro-Enabled Workbook as the default format type.

• Update your Default File Location in the Save tab. Excel always wants to save new documents
in your My Documents folder. However, if you always work in the C:\AccountingFiles\ folder,
update the default folder to match your preferred location.

• Show This Number of Recent Workbooks has been enhanced dramatically since Excel 2003.
Whereas legacy versions of Excel showed up to nine recent workbooks at the bottom of the File
menu, Excel 2016 allows you to see up to 50 recent workbooks in the Recent category of the File
menu. You can change this setting by visiting the Display section of the Advanced category.

• Edit Custom Lists has been moved to the Display section of the Advanced category. Custom lists
add functionality to the fill handle, allow custom sort orders, and control how fields are displayed
in the label area of a pivot table. Type a list in the correct sequence in a worksheet. Edit Custom
Lists and click Import. Excel can now automatically extend items from that list, the same as it
can extend January into February, March, and so on.

• Make Excel look less like Excel by hiding interface elements in the three Display sections of the
Advanced category. You can turn off the formula bar, scrollbars, sheet tabs, row and column
headers, and gridlines. You can customize the ribbon to remove all main tabs except the File
menu. The point is that if you design a model to be used by someone who never uses Excel, the
person can open the model, plug in a few numbers, and get the result without having to see the
entire Excel interface.

• Show a Zero in Cells That Have Zero Value is in the Display Options for This Worksheet section
of the Advanced category. Occasionally people want zeros to be displayed as blanks. Although
a custom number format of 0;-0;; will do this, you can change the setting globally by clearing
this option.

• Group Dates in the AutoFilter Menu is in the Display Options for This Workbook section of the
Advanced category. Starting with Excel 2007, date columns show a hierarchical view of years,
CHAPTER
Five E xcel Oddit ies 41

3
months, and days in the AutoFilter drop-down. If you like the old behavior of showing each indi-
vidual date, turn off this setting.

• Add a folder on your local hard drive as a trusted location. Files stored in a trusted location auto-
matically have macros enabled and external links updated. If you can trust that you will not write
malicious code, then define a folder on your hard drive as a trusted location. From Excel Options,
select the Trust Center category and then Trust Center Settings. In the Trust Center, select
Trusted Locations, Add New Location.

Five Excel Oddities


You might rarely need any of the features presented in this section. However, in the right circum-
stance, they can be time-savers.

• Adjust the gridline color in the Display section of the Advanced category. If you are tired of gray
gridlines, you can get a new outlook with bright red gridlines. I’ve met people who have changed
the gridline color and can attest that nothing annoys an old accountant more than seeing bright
red gridlines.

• Allow negative time by switching to the 1904 date system in the General section of the
Advanced category. Excel never allows a time to return a negative time. However, if you are
tracking comp time and you allow people to borrow against future comp time, it might be nice to
allow negative time. In this case, switch to the 1904 date system to have up to 4 years of nega-
tive time. Use caution when changing this setting. All existing dates in the workbook will shift
by approximately four years.

• Put an end to the green triangles on your account numbers stored as text. Most of the green
triangle indicators are useful. However, if you have a column of text account numbers in which
most values are numbers, seeing thousands of green triangles can be annoying. In addition, the
green triangles can hide other, more serious problems. Clear the Numbers Formatted as Text or
Preceded by an Apostrophe in the Error Checking Rules check box in the Formulas category.

• Automatically Insert a Decimal Point replicates the antique adding machines that were office
fixtures in the 1970s. When working with a manual adding machine, it was frustrating to type
decimal points. You could type 123456 and the adding machine would interpret the entry as
1,234.56. If you find that you are doing massive data entry of numbers in dollars and cents, you
can have Excel replicate the old adding machine functionality. After enabling this setting, you
can indicate how many digits of the number should be interpreted as being after the decimal
point. The only hassle is that you need to enter $5 as 500. The old adding machines actually had
a 00 key, but those are long since gone.

• Change Dwight to Diapers using AutoCorrect Options. If you were a fan of the NBC sitcom
The Office, you might remember the 2007 episode in which Jim allegedly put a macro on
Dwight’s computer that automatically changed the typed word Dwight to Diapers. However, this
doesn’t require a macro. From Excel Options, choose the Proofing Category and then click the
AutoCorrect Options button. On the AutoCorrect tab, you can type new correction pairs. In this
42 Cu sto mizin g Ex ce l
PART

I
example, you would type Dwight into the Replace box and Diapers into the With box. The next
time someone types Dwight and then a space, the word will automatically change to Diapers.
You can also remove correction pairs by selecting the pairs and then pressing Delete. For exam-
ple, if you hate that Microsoft converts (c) to ©, you can delete that entry from the list.
This page intentionally left blank
INDEX

: (range operator), 85 photos, adding to points, 515


Symbols
[ ] (square brackets), 141 satellite photos, adding, 516
###### result, 88 - (subtraction operator), 85 times, 516-517
+ (addition operator), 85 - (unary minus operator), tours, creating, 518
& (concatenation operator), 85-86 ultra-local example, 509-511
85, 90-85, 158 , (union operator), 85 whole earth, displaying, 516
/ (division/fraction) 3D formulas, 267-268 zooming in, 506-507
operator, 85 3D Map command (Insert 1904 date system, 41
$ (dollar signs) menu), 512
absolute references, 72-73 3D Maps, 8
adding, 57 animating, 508
A
F4 key entry, 75-76 category colors, 505 a1 argument (INDIRECT
after entering columns function), 208
formulas, 76 colors, 516 Able2Extract review
rectangular ranges, size, 516 website, 589
76-77
corn acreage by state ABS function, 111, 130-131
functionality, 69 example, 503 absolute references,
= (equal to operator), 85 custom retail store example, 72-73, 265
^ (exponents operator), 85 519-521 absolute value function, 111
> (greater than operator), 85 custom maps, creating,
Access Key mode (Excel
519-521
>= (greater than or equal to 2003), 59
operator), 85 store image,
Account command (File
preparing, 519
<space> (intersection menu), 24
data, adding, 512-514
operator), 85, 263-264 ACCRINT function, 224
geocoding results,
< (less than operator), 85 ACCRINTM function, 224
512-513
<= (less than or equal to geography fields, 512 ACOS function, 240
operator), 85
population, 514 ACOSH function, 240
* (multiplication operator), 85
labels, 517-518 ACOT function, 240
<> (not equal to operator), 85 layers, combining, 515 ACOTH function, 240
() (overriding order of lines between points, activating
operations operator), 85 animating, 517 contextual ribbon tabs, 18
( ) (parentheses) navigation, 514 Developer tab, 17
functions, 99-100 panes, resizing, 516
multiple, stacking, 87-88
a ctiv e wo rk sh e e ts, p rin ting
592

active worksheets, QAT icons, 20-21 ampersand operator (&), 85,


printing, 575 Quick Print icon, 561 90-91, 158
Add Scenario dialog, 374 ribbon analysis, 293-294
Add Watch dialog, 96 icons, 33-35 formulas
adding tabs, 35-36 partial, 97
3D Maps screen clippings, 557-558 slow motion, 96-97
color, 505 shapes, 544-545 Goal Seek, 376-377
data, 512-514 slicers, 351-352 recorded code with VBA,
photos, 515 396-397
SmartArt, 539-540
satellite photos, 516 Scenario Manager, 372-374
status bar numbers, 31
AutoAverage function multiple scenarios,
symbols, 420
icon, 108 adding, 375
text boxes, 546
AutoCount function icon, 108 results, comparing, 373
white space around icons, 26
Clip Art, 548-549 Scenario Manager
WordArt, 545 dialog options, 373
columns, 285-286
Add-Ins category (Excel scenarios, setting
comments, 457-458 Options dialog), 37 up, 374
Data Model data, 6
addition operator (+), 85 summary report,
dollar signs ($), 57 creating, 375
ADDRESS function, 180
formula comments, 190 Solver, 377
Advanced category (Excel
headers/footers, 571 answers, finding,
Options dialog), 37
automatically, 571 377-380
advanced filter
custom, 572 applying, 315 installing, 377
hyperlinks, 209-210 combination macros, 411-413 premium version, 380
interface color, 5 formulas, 315-316 website, 377
macro simple variables, 397 what-if, 367-368
Advanced Filter
multiple scenarios, 375 random scenarios,
command, 314
object variables to modeling, 370-372
Advanced Filter dialog,
macros, 397 two-variable tables,
314-315
page breaks creating, 368-370
AGGREGATE function, 111,
automatic versus AND function, 178, 184
121-124
manual, 570
arguments animating 3D Maps, 508, 517
manually, 569-570
listing of, 121 answers, finding. See
pictures, 547 analysis
options, 121
from computers, 548
COUNT versus COUNTA, 124 Apply Names dialog, 261
multiple at once, 548
filtered data set visible items ARABIC function, 111, 130
from online, 548-549 calculations, 123 Arabic numerals, converting
SmartArt, 541 functions available, 122-123 to Roman, 113
pivot tables syntax, 121 AREAS function, 180
calculated fields,
alignment (cells), 438-439 arguments (functions)
341-342
Alternate Drag-and-Drop AGGREGATE
calculations outside,
336-337 menu, 249 listing of, 121
fields, 325-326 AMORDEGRC function, 224 options, 121
rows, 333 AMORLINC function, 224 COUNTIF, 134
blank pivot t ables, creat ing 593

DATE, 144-145 auditing AVERAGEIFS function, 136


DATEDIF, 151 formulas averaging with
DAYS, 154 partial evaluations, 97 conditions, 135
DSUM, 214-215 slow motion Axel font family, 452
entering, 100 evaluations, 96-97
axis values (sparklines),
EOMONTH, 154 tracing dependents, 96 controlling, 529-531
EXACT, 173 tracing precedents, AZ buttons, 292
94-95
FIND, 170
Watch Window
GETPIVOTDATA, 212-213
screen, 96 B
HYPERLINK, 209
worksheets, 422-423
INDEX, 202 Background Removal
AutoAverage function icon, tab, 555
INDIRECT, 208
adding, 108
LEFT, 165-166 Backstage view
autocompleting closing, 24
LOOKUP, 192
functions, 101
MATCH, 198 opening, 23
autocorrect options, 42
MID, 166 BAHTTEXT function, 116
AutoCount function icon,
NETWORKDAYS, 155-156 bar chart. See data bars
adding, 108
OFFSET, 205 bar of pie charts, 501
AutoFilter
REPT, 172 combination macros, 413-414 BASE function, 242
RIGHT, 166 filtering by selection, 309 Benninga, Professor
SEARCH, 170-171 pivot tables, 354-355 Simon, 371
SUBSTITUTE, 171 BESSELI function, 242
automatic
SUMIF, 135
daily date grouping BESSELJ function, 242
TEXT, 174-175
applying, 333-334 BESSELK function, 242
TIME, 146
overriding, 335 BESSELY function, 242
ToolTips, 103
turning off, 335 BETA.DIST function, 229
VLOOKUP, 196
formula results, formatting, 92 BETA.INV function, 229
WEEKDAY, 149-150
headers/footers, 571
WEEKNUM, 151 BIN2DEC function, 242
page breaks, 570
BIN2HEX function, 242
array argument (INDEX repetitive functions. See
function), 202 macros BIN2OCT function, 242
array formulas, 276-277 subtotals, adding, 296-297 BINOM.DIST function, 229
arrow key formula entry BINOM.DIST.RANGE
autorecover options, 38-39
method, 78-80 function, 229
AutoSum function, 105
artistic effects (pictures), 554 BINOM.INV function, 229
errors, fixing, 399
Artistic Effects fly-out, 554 icon, 105 BITAND function, 242
ASC function, 116 problems, 106-107 BITLSHIFT function, 242
ASIN function, 240 ranges, selecting, 107-108 BITOR function, 242
ASINH function, 240 AVEDEV function, 228 BITRSHIFT function, 242
ATAN function, 240 AVERAGE function, 228 BITXOR function, 242
ATAN2 function, 240 AVERAGEA function, 228 blank pivot tables, creating,
324-325
ATANH function, 240 AVERAGEIF function, 135
b o ld f o n ts
594

bold fonts, 440-441 marking, 188-189 two-way lookups,


bold shortcut key, 48 tracing dependents, 96 263-264
border style, 487 tracing precedents, valid/invalid
94-95 examples, 257
borders
watching, 96 values, assigning, 266
copying/pasting, 27
headings worksheet-level,
formatting, 441-442
names based on, 259-260
box and whisker charts, pivot tables
creating, 262-263
8, 499
printing, 577 blank, deleting, 331-332
brightness (pictures), 552 moving/inserting, 333
highlighting
date comparisons, retrieving, 211-213
C 478-479 value column
duplicate/unique values, blanks, 332
calculating 479-480 ranges. See ranges
shortcut keys, 51-55 greater than rule, referencing
target sales price, 71-72 476-477 absolute, 72-73
case Highlight Cell Rules F4 dollar sign entry,
columns, converting, 282 menu, 475-478 75-77
sorting data, 290-291 less than/equal to, mixed, 74-75
testing, 173 477-478 relative, 72
options, 475 specified by text
CEILING function, 112, 125
text containing values, strings, returning,
CEILING MATH function, 112 480-481 207-208
CELL function, 178, 191 traditional rules, 475 selecting, 49-50
Cell Styles gallery, 447-449 in-cell bar charts. See strikethrough, applying, 56
cells data bars styles, 447-449
aligning, 438-439 individual characters, text
centering, 444-446 formatting, 453-454
characters, locating,
coloring, 442-443 information, returning, 191 168-171
comments labels, 262-263 number of characters,
formatting, 457-458 merging, 444-446 calculating, 167
printing, 578 names wrapping, 455
counting, 112 absolute references, within three days of today,
simplifying, 265 finding, 482
data from past 30 days,
finding, 484 based on labels/ values
headings, creating, shapes, displaying, 543
databases, returning, 219
262-263
fill style, 487 testing, 189
benefits, 255-256
formatting zero, displaying, 40
creating, 256
based on content, 481 visible
implicit intersection, 264
styles, 487 selecting, 414-415
Name dialog, 257-258
formulas totaling, 127
navigating worksheets/
color, adding, 94 watching, 417-418
workbooks, 258-259
direct precedents, rules, 256-257 CFO org charts, 542
displaying, 94
column_num argument (IND E X funct ion) 595

Change Chart Type types, 523 Close command (File


dialog, 501 win/loss, 531-532 menu), 24
Change Map Type styles, displaying, 493 closing
dialog, 519 sunburst, 8 Backstage view, 24
CHAR function, 116, 163 templates, 502 workbooks, 24
character codes, 164-165 TreeMaps, 8 linking, 253
charts waterfall, 8, 500 windows shortcut
box and whisker, 8, 499 win/loss, 523, 531-532 key, 48
column, 504, 523 check box filters (pivot cloud
combo, 495 tables), 348 OneDrive, 11
data bars. See data bars CHISQ.DIST function, 229 accessing
existing pie charts to bar of workbooks, 580
CHISQ.DIST.RT function, 229
pie charts, changing, 501 group editing, 580-584
CHISQ.INV function, 230
extraneous data, deleting, 494 survey data, collecting,
CHISQ.INV.RT function, 230 586-588
hierarchy, 496
CHISQ.TEST function, 230 reliability, 11
histogram, 8, 497-498
line, 523 Choose a SmartArt Graphic CODE function, 117, 164-165
dialog, 539
missing data, not plotting, Code pane (VBE), 391
190-191 CHOOSE function, 180, 192
col_index_num argument
new data, pasting, 500-501 CLEAN function, 117 (VLOOKUP function), 196
new types, 8 cleaning data. See Flash Fill collapsed subtotal view,
organization, 542 clearing. See also deleting sorting, 298-299
Pareto, 8 conditional formats, 487 collections (VBA), 393
pie, 501 filters, 307, 348 colors
positioning, 493 slicers, 353 3D maps, 505
recommended, selecting, 492 ClipArt, 537, 548-549 cells, 442-443
settings, customizing, 494 Clipboard, copying/pasting color scale style, 487
sparklines borders, 27 columns, 516
axis values, controlling, column widths, 27 custom number formats, 437
529-531 formats, 27 data bars, 490
customizing, 528-529 formulas, 27 filtering, 310
enlarging, 532-533 formula cells, 94
links back to copied
group, 524, 526-527 ranges, 27 gridlines, customizing, 41
labels, 524, 533-534
number formatting, 27 interface, 5
measurement limits,
Paste Options gallery scales, 468-470
533-535
options, 27 sorting data, 290
missing data, 535
Paste Special dialog, 27 themes, 451, 452
not adjacent to
original data sets, pictures of original cells, 27
cols argument (OFFSET
creating, 524 previewing, 26
function), 205
reversing, 525-526 source formatting, keeping, 27
column charts, 504, 523
source data/target transposing data, 27
ranges, 525 COLUMN function, 180
values, 27
square data sets, 525 column_num argument
(INDEX function), 202
co lu mn s
596

columns Export, 24 Review menu, Protect


3D Maps Export, Create PDF/ Sheet, 421
colors, 516 XPS, 589 ribbon
sizing, 516 Info, 23 lost, finding, 18-20
blank cells, 332 Info, Check for Issues, revealing more, 16-17
case conversions, 282 Inspect Document, 26 View menu
date, customizing, 41 legacy command legacy command
filters, identifying, 307 shortcut keys, 59-67 shortcut key, 61-62
headings, printing, 577 New, 23 Window, View Side by
Open, 23 Side, 418
page breaks, deleting, 570
Power Query Options, 24, 37 comments
adding, 285-286 Options, General Show formatting, 457-458
the Start Screen When formulas, adding, 190
renaming, 281
This Application
splitting, 281-282 printing, 578
Starts, 10
unpivoting data, 283-284 Print, 24, 563, 574 common Windows Ctrl
widths shortcut keys, 47-48
Recent File List, 24
copying/pasting, 27 Save, 23 compact layout (pivot
formatting, 443-444 tables), 328-329
Save As, 24
comparing workbooks side
COLUMNS function, 180 Share, 24
by side, 418-419
COMBIN function, 112 Formulas menu, Evaluate
Formula, 419 COMPLEX function, 242
COMBINA function, 112
Home menu, Format as Compress Pictures
combination macros, 409-411 dialog, 557
Table, 6
advanced filter, 411-413
in, 23 CONCATENATE function,
AutoFilter, 413-414 117, 158
Insert menu
customer report example, 415 concatenation operator (&),
3D Map, 512
visible cells only, selecting, 85, 90-91, 158
414-415 Equations, Ink
Equation, 11 conditional formats
combining Online Pictures, 548 cells based on content, 481
filters, 307 clearing, 487
Pivot Table, 6
formulas, 270-273 copying, 488
Screenshot, 557
array formulas, 276-277 formulas
legacy shortcut keys
transposing, 273-276 cells within three days
Data menu, 64-66
combo charts, 495 of today, finding, 482
Format menu, 62-63
Comma icon, 429 Help menu, 66-67 creating, 482-484
Insert menu, 62 data from past 30 days,
commands
print area, setting, 67 finding, 484
Data, Data Tools, Convert
Text to Column, 421 Tools menu, 63-64 data from specific
Window menu, 66 days of the week,
Edit menu, legacy shortcut
highlighting, 485
keys, 60-61 out, 23
entire rows,
File menu QAT
highlighting, 485
Account, 24 deleting, 21
every other row,
Close, 24 Touch/Mouse Mode, 26 highlighting, 485-486
C t rl short cut keys 597

Highlight Cells Rules, 475-478 contrast (pictures), 552 CORREL function, 230
A Date Occurring, CONVERT function, 242 COS function, 240
478-479
Convert Text to Columns COSH function, 240
Duplicate Values, Wizard dialog, 421 COT function, 240
479-480
copying COTH function, 240
greater than, 476-477 borders, 27
less than/equal, 477-478 COUNT function, 124
column widths, 27
options, 475 COUNTA function, 124
conditional formats, 488
Text That Contains, COUNTIF function, 112,
filtered results, 314
480-481 133-134
formats, 27, 459-460
traditional, 475 COUNTIFS function, 136
Format Painter, 460-461
multiple, 486 counting data, 133-134
new worksheets, 461
pasting, 460 COUPDAYBS function, 224
pasting conditional, 460
quick formatting, 481 COUPDAYS function, 224
rules, 459
top/bottom rules, 474-475 COUPDAYSNC function, 224
formulas, 27, 69
values above/below
absolute references, COUPNCD function, 224
average, 481
72-73 COUPNUM function, 224
conditional formulas, 136-137 Ctrl+Enter, 80-81 COUPPCD function, 224
conditions cutting formulas,
COVARIANCE function, 230
checking if met, 184 compared, 91-92
custom number formats, 437 COVARIANCE.S function, 230
double-clicking fill
handles, 82 Create Chart dialog, 502
CONFIDENCE.NORM
function, 230 dragging fill handles, 81 Create Pivot Table dialog,
mixed references, 74-75 324, 358
CONFIDENCE.T function, 230
relative referencing, 72 Create Relationship
configuring. See setting up
Table tool, 82-83 dialog, 359
connecting worksheets, 245
links back to copied Create Sparklines dialog, 526
Alternate Drag-and-Drop
menu, 249 ranges, 27 Create Table dialog, 82
closed workbooks, 253 number formatting, 27 criteria argument (functions)
external workbooks, 251 Paste Options gallery COUNTIF, 134
options, 27 DSUM, 215
formulas, 251
Paste Special dialog, 27 SUMIF, 135
Links tab, 252-253
pictures of original cells, 27 criteria ranges
missing linked
workbooks, 253 pivot tables for every value in advanced filter, 315-316
Report Filter field, 356 blank, 215
mouse, 250
shortcut key, 47 creating, 215
Paste Options menu, 246-248
source formatting, keeping, 27 dates/numbers as, 217
unsaved workbooks, 252
subtotal rows, 300-301 joining, 216-217
Update Links dialog,
suppressing, 254 transposing data, 27 miracle version, 218-219
values, 27
Consolidate dialog, 318 cropping pictures, 551-552
consolidating data, 318-319 Corrections drop-down
CSC function, 240
(Picture Tools Format
contextual ribbon tabs, tab), 552 CSCH function, 240
activating, 18
Ctrl shortcut keys, 47-48
Ctrl+En te r k e y b o a rd sh o rt cut
598

Ctrl+Enter keyboard new features, 38 charts


shortcut, 80-81 number formats, 434-435 deleting, 494
Ctrl+T keyboard shortcut, 82 number of recent workbooks pasting, 500-501
CUMIPMT function, 224 visible, 40 cleaning (Flash Fill), 288
CUMPRINC function, 225 opening options, 37 coaching, 288
pivot tables dates, 289
currency
decimal points, 41 rearranging, 329 mathematical
formatting, 432 reports, 326-327 transformations, 288
printer properties, 576 troubleshooting, 289
Currency icon, 429
protected mode, 39 consolidating, 318-319
current date/time,
QAT, 21-22, 78 Data Model
calculating, 142-143
ribbon adding, 6
Custom Lists dialog, 292
icons, 33-35 preparations, 358
Custom Map Options
resetting back to graphing. See charts
dialog, 520
original ribbon, 36 PDF, pasting, 589
customer report combination
resources, 37 pivoting on 3-D maps. See
macro, 409-411
advanced filter, 411-413 sharing, 36 3D Maps
AutoFilter, 413-414 tabs, 35-36 Power Query
macro, 415 third-party programs, 37 loading, 287
visible cells only, selecting, Save File in This Format, 40 mistakes, correcting,
414-415 sparklines, 528-529 284-285
status bar, 31 refreshing, 287
Customize Ribbon category
(Excel Options dialog), 37 ToolTips, 38 reviewing, 286
trusted document settings, source, specifying, 280
customizing
3D maps, 519-521 39-40 unpivoting, 283-284
autocorrect options, 42 trusted locations, 41 selecting with shortcut
zero values, 40 keys, 49-50
automatic inserts of decimal
points, 41 sorting, 289-290
cutting
autorecover options, 38-39 formulas, 91-92 case-sensitive, 290-291
categories, 37 shortcut key, 47 color, 290
chart settings, 494 icons, 290
data bars, 466-467 left-to-right, 291
date columns, 41
D one-click, 292
default file locations, 40 troubleshooting, 293
d date format, 139
filters, 313 unique sequences with
dashboards, 365 custom lists, 291-292
green triangle indicators, 41 data sparklines, mapping
gridline colors, 41 3D Maps, adding, 512-514
not adjacent to original
headers/footers, 572 geocoding results, data sets, 524
image sizes, 39 512-513
reversing, 525-526
interface elements, 40 geography fields, 512
source data/target
lists, 40 population, 514 ranges, 525
negative time, 41 analyzing. See analysis square data sets, 525
dat es 599

specific days of the week, Data Table dialog, 219 date columns,
highlighting, 485 Data Tools, Convert Text to customizing, 41
survey, collecting, 586-588 Column command (Data Date Filters fly-out, 347, 350
tables, 219-220 menu), 421 DATE function, 114, 144-145
creating, 368-370 data visualizations, 463-464 DATEDIF function, 114,
DSUM function, 219-220 color scales, 468-470 151-153
random scenarios, data bars arguments, 151
modeling, 370-372 creating, 465 unit values, 151
Data Analysis Expression. customizing, 466-467 dates
See DAX examples, 464 automatic grouping
data bars, 487 multiple colors, 490 applying, 333-334
creating, 465 options, 464-465 overriding, 335
customizing, 466-467 pivot tables, creating, turning off, 335
examples, 464 489-490 calculating, 144-145
multiple colors, 490 subsets of cells, comparing with conditional
options, 464-465 displaying, 468 formatting, 478-479
pivot tables, creating, 489-490 icon sets, 470-471 converting text dates to serial
subsets of cells, mixing icons, 473 numbers, 147
displaying, 468 number alignment, custom number formats,
472-473 437-438
data entry shortcut
setting up, 471 database criteria, 217
keys, 51-55
Data menu commands database argument (DSUM DAX intelligence, 362-364
Data Tools, Convert Text to function), 215 end of month, calculating, 154
Column, 421 databases filters, 311-312, 353
legacy, 64-66 functions Flash Fill, 289
examples, 213-214 formats, 139-142, 432
Data Model (pivot
tables), 358 listing of, 182 formulas, 92-93
benefits, 360 records, summing. See functions
data DSUM function breaking apart, 143-144
adding, 6 single cells, returning, 219 current, calculating,
preparing, 358 subtotals 142-143
limitations, 360-361 adding automatically, DATE, 114, 144-145
296-297 DATEDIF, 114
multiple tables, creating, 6-7
collapsed view, sorting, DATEVALUE, 114, 147
relationships, defining, 359
298-299
second table, adding, 359 DAY, 114, 144
copying, 300-301
data sets DAYS, 114
deleting, 302
duplicates, deleting, 317-318 DAYS360, 114
formatting, 301-302
formatting as tables, 6 EDATE, 115
multiple fields, 302-303
last row, jumping to, 56 EOMONTH, 115, 154
summary page,
pivot table requirements, ISOWEEKNUM, 115, 150
displaying, 298
322-323 listing of, 114
data_field argument
Data tab Get & Transform. MONTH, 115, 144
(GETPIVOTDATA
See Power Query function), 212 NETWORKDAYS, 115,
154-156
d a te s
600

NETWORKDAYS.INTL, dddd date format, 139 Convert Text to Columns


115, 156-157 DEC2BIN function, 242 Wizard, 421
NOW, 115, 142-143 DEC2HEX function, 242
Create Chart, 502
TODAY, 115, 142-143 Create PivotTable, 324, 358
DEC2OCT function, 242
WEEKDAY, 116, 149-150 Create Relationship, 359
DECIMAL function, 243
WEEKNUM, 116, 151 Create Sparklines, 526
decimal places (custom
WORKDAY, 116, Create Table, 82
number format), 436
154-156 Custom Lists, 292
decimal points, 41
WORKDAY.INTL, 116, Custom Map Options, 520
156-157 Decrease Decimal icon, 429
Data Table, 219
YEAR, 116, 144 default fonts, changing,
Edit Formatting Rule, 466
YEARFRAC, 116 454-455
Evaluate Formula, 96, 419
grouping DEGREES function, 240
Excel Options
by day of the week, deleting
autocorrect options, 42
149-150 blank cells, 331-332
automatic inserts of
weeks, 150-151 chart data, 494
decimal points, 41
international workdays, duplicate records, 317-318
autorecover options,
calculating, 156-157 leading/trailing spaces, 38-39
pivot table filters, 350 160-162
categories, 37
problems, 138 page breaks, 570
custom lists, 40
stamps, 57 picture backgrounds, 555-556
date columns, 41
storing, 137-138 QAT commands, 21
default file locations, 40
text, joining, 90-91 recent workbooks list, 24
green triangle
workdays, calculating, records (macros), 407-409 indicators, 41
154-157 subtotals, 302 gridline colors, 41
DATEVALUE function, delimiters (text), separating, image sizes, 39
114, 147 421-422 interface elements,
DAVERAGE function, 182 DELTA function, 243 hiding, 40
DAX (Data Analysis Developer tab, 17 negative time, 41
Expression) new features, 38
DEVSQ function, 230
date intelligence, 362-364 number of recent
DGET function, 182, 219
distinct values, counting, 361 workbooks visible, 40
dialogs
day argument (DATE opening, 37
Add Scenario, 374
function), 145 print settings, 564
Add Watch, 96
DAY function, 114, 144 protected mode, 39
Advanced Filter, 314-315
DAYS function, 114, 154 QAT, customizing, 22
Apply names, 261
DAYS360 function, 114 Save File in This
Change Chart Type, 501
Format, 40
DB function, 225 Change Map Type, 519
ToolTips, 38
DCOUNT function, 182 Choose a SmartArt
trusted document
DCOUNTA function, 182 Graphic, 539
settings, 39-40
dd date format, 139 Compress Pictures, 557
trusted locations, 41
Consolidate, 318
DDB function, 225 zero values, 40
ddd date format, 139
drop-downs 601

Format Cells, 427-428 unique sequences with summary page with


custom number custom lists, 291-292 subtotals, 298
formats, 141 Split by Delimiter, 281 two workbooks on two
Font tab, 48 Symbol, 420 monitors, 10
numbers, 431 Top 10 Filter, 350 view modes, switching
Format Comment, 458 between, 32
Update Links, 254
Format Shape, 545 whole earth (3D Maps), 516
Value Field Settings, 330, 339
Function Arguments, 103 workbook information, 23-25
Watch Window, 223
Hidden and Empty Cell worksheets side by side,
Settings, 535 Zoom, 31
245-247
Insert Chart, 492 Different First Page zero values, 40
Insert Function, 102 header, 574
direct precedent cells, distinct values, counting, 361
Insert Pictures, 548
Insert Shapes, 545 displaying, 94 #DIV/0! error, 88
Label Filter, 349 DISC function, 225 division operator (/), 85
launchers, 16 dismissing start screen DMAX function, 182
legacy keyboard permanently, 10 DMIN function, 182
accelerators, 46 displaying Document Inspector
Merge Scenarios, 375 cell values in shapes, 543 hidden content, finding, 25
More Sort Options, 356 chart styles, 493 limitations, 25
Name, 257-258 collapsed subtotal view, running, 26
New Formatting Rule sorting, 298-299
data bars for subsets of documenting formulas,
formatting cells based
cells, 468 204-205
on content, 481
direct precedent cells, 94 DOLLAR function, 117
values above/below
average, 481 File menu Backstage view, 23 dollar signs ($)
New Name, 266 formulas, 93-94 absolute references, 72-73
Page Setup, 564, 576 fractions, 433 adding, 57
Paste Special, 27 number of recent workbooks F4 key entry, 75-76
Printer Properties, 564 visible, 40 after entering
paste operations preview, 26 formulas, 76
Protect Sheet, 421
pivot tables rectangular ranges,
Recommended Pivot
76-77
Table, 323 percentage of total, 339
functionality, 69
Record Macro, 382 running totals/
Scenario Manager, 373 rankings, 340 DOLLARDE function, 225
Scenario Values, 374 Print Preview full-screen, 566 DOLLARFR function, 225
Security, 381-382 Print Preview pane, 565-566 double factorials
Slicer Settings, 352 Print tab, 48 function, 112
Sort QAT, 20 double-clicking fill
case sensitivity, 290-291 ribbon commands, 16-17 handles, 82
colors, 290 ribbon size, 17 DPRODUCT function, 182
icons, 290 scientific notation, 438 dragging fill handles, 81
left-to-right, 291 shortcut keys with drop-downs
pivot tables, 356 ToolTips, 57 Corrections, 552
d ro p - d o wn s
602

filter equations, 420 DELTA, 243


items, selecting, group (Excel Online), 580-584 ERF, 243
305-307 macros, 391 ERFC, 243
resizing, 308 object variables, GESTEP, 243
turning on/off, 304 adding, 397 HEX2BIN, 243
list keyboard accelerators, 46 simple variables, HEX2DEC, 243
Show Values As adding, 397 HEX2OCT, 243
percentage of total, 339 EFFECT function, 225 IMABS, 243
running totals/ effects IMAGINARY, 243
rankings, 340 pictures IMARGUMENT, 243
drop zones (pivot tables), artistic, 554 IMCONJUGATE, 243
customizing, 329 presets, 553-554 IMCOS, 243
DSTDEV function, 182 themes, 451-452 IMCOSH, 243
DSTDEVP function, 182 elapsed time, calculating, IMCOT, 243
DSUM function, 182, 214-219 151-154 IMCSC, 243
arguments, 214-215 ENCODEURL function, 223 IMCSCH, 243
criteria ranges end of month, IMDIV, 243
blank, 215 calculating, 154 IMEXP, 243
creating, 215 end_date argument IMLN, 243
dates/numbers as, 217 (functions) IMLOG2, 244
joining, 216-217 DATEDIF, 151 IMLOG10, 244
miracle version, 218-219 DAYS, 154 IMPOWER, 244
data tables, 219-220 NETWORKDAYS, 155 IMPRODUCT, 244
duplicates engineering functions IMREAL, 244
records, deleting, 317-318 BASE, 242 IMSEC, 244
values, identifying, 479-480 BESSELI, 242 IMSECH, 244
BESSELJ, 242 IMSIN, 244
DURATION function, 225
BESSELK, 242 IMSINH, 244
DVAR function, 182
BESSELY, 242 IMSQRT, 244
DVARP function, 182
BIN2DEC, 242 IMSUB, 244
Dwight to Diapers
BIN2HEX, 242 IMSUM, 244
autocorrect option, 42
BIN2OCT, 242 IMTAN, 244
BITAND, 242 listing of, 244
E BITLSHIFT, 242 OCT2BIN, 244
BITOR, 242 OCT2DEC, 244
EDATE function, 115
BITRSHIFT, 242 OCT2HEX, 244
Edit Formatting Rule
BITXOR, 242
dialog, 466 EOMONTH function, 115, 154
COMPLEX, 242
Edit menu legacy commands equal to operator (=), 85
CONVERT, 242
shortcut keys, 60-61 equal to rule (highlighting
DEC2BIN, 242 cells), 477-478
editing
chart settings, 494 DEC2HEX, 242 Equation, Insert New
default fonts, 454-455 DEC2OCT, 242 Equation command (Insert
DECIMAL, 243 menu), 420
fields 603

Equation Tools Design MVP Andy Pope website, 37 exponents operator (^), 85
tab, 420 Online Export, Create PDF/XPS
equations benefits, 579 command (File menu), 589
editing, 420 group editing, 580-584 Export command (File
handwriting, 11 limitations, 580-583 menu), 24
ERF function, 243 survey data, collecting, exporting files, 24
586-588
ERFC function, 243 extending selections, 51
web workbooks
ERROR.TYPE function, 178 creating, 584-585 external workbooks
errors worksheet links,
sharing, 586
checking, functions creating, 251
workbooks, accessing
IFERROR function, from anywhere, 580 extremes, highlighting,
187-188 468-470
Excel Options dialog
IFNA function, 188 autocorrect options, 42
dates, 138 automatic inserts of decimal F
formulas, 88-89 points, 41
######, 88 autorecover options, 38-39 F4 key dollar sign entry,
#DIV/0!, 88 75-76
categories, 37
after entering formulas, 76
finding, 89 custom lists, 40
rectangular ranges, 76-77
#N/A!, 88 date columns, 41
#REF!, 88 default file locations, 40 FACT function, 112
#VALUE!, 88 green triangle indicators, 41 FACTDOUBLE function, 112
Power Query, correcting, gridline colors, 41 factorials function, 112
283-284 image sizes, 39 FALSE function, 178
replacing when printing, 577 interface elements, hiding, 40 F.DIST function, 231
sizes, measuring, 130-131 negative time, 41 F.DIST.RT function, 231
Evaluate Formula command new features, 38 field argument (DSUM
(Formulas menu), 419 number of recent workbooks function), 215
Evaluate Formula dialog, visible, 40 field1 argument
96, 419 opening, 37 (GETPIVOTDATA
evaluating. See analyzing print settings, 564 function), 213
EVEN function, 112 protected mode, 39 field2 argument
EXACT function, 117, 173 QAT, customizing, 22 (GETPIVOTDATA
Save File in This Format, 40 function), 213
Excel
2003 ToolTips, 38 fields
creating with DAX, 362
Access Key mode, 59 trusted document settings,
39-40 date, filtering, 353
keyboard accelerators,
58-59 trusted locations, 41 distinct values, counting, 361
print area, setting, 67 zero values, 40 geography, 512
2013 multiple, subtotaling, 302-303
EXP function, 112
cloud storage, 11 pivot tables
expanding
important features, 10 adding, 325-326
formula bar, 30
subscription model, 10 calculated, adding,
ribbon, 20
341-342
Help, 104-105 EXPON.DIST function, 231
f ie ld s
604

calculations, changing, files numbers, 312


337-339 default locations, setting, 40 pivot tables
drop zones, adding/ exporting, 24 AutoFilter, 354-355
deleting, 329 opening, 23 check boxes, 348
numeric formatting, protected mode, 39 clearing, 348
applying, 330 saving, 23, 40 copying for every
reports, customizing, storing, 24 value in Report Filter
326-327 field, 356
trusted documents settings,
File menu 39-40 Date Filters fly-out, 350
Backstage view Label Filters fly-out,
fill handles
closing, 24 double-clicking, 82 349-350
opening, 23 dragging, 81 Row Label, 345-347
commands slicers. See slicers
Filter by Selection icon,
Account, 24 Timeline control, 353
308-309
Close, 24 Top 10, 350-351
filters
Export, 24 advanced, 314 refreshing, 308
Export, Create PDF/ Advanced Filter dialog, results
XPS, 589 314-315 formatting/copying, 314
Info, 23 applying, 315 totaling, 314
Info, Check for Issues, combination macros, slicers, 351
Inspect Document, 26 411-413 adding, 351-352
New, 23 formulas, 315-316 arranging, 352-353
Open, 23 AutoFilter clearing, 353
Options, 24, 37 combination macros, items, selecting, 353
Options, General, Show 413-414 text, 312
the Start Screen When filtering by
This Application FILTERXML function, 223
selection, 309
Starts, 10 financial functions
pivot tables, 354-355
Print, 24, 563, 574 ACCRINT, 224
clearing, 307
Recent File List, 24 ACCRINTM, 224
colors, 310
Save, 23 AMORDEGRC, 224
columns with filters,
Save As, 24 identifying, 307 AMORLINC, 224
Share, 24 combining, 307 COUPDAYBS, 224
Document Inspector, custom, 313 COUPDAYS, 224
running, 26 COUPDAYSNC, 224
dates, 311-312
legacy commands shortcut COUPNCD, 224
drop-downs
keys, 59-67 COUPNUM, 224
items, selecting,
recent workbooks list, COUPPCD, 224
305-307
clearing, 24
resizing, 308 CUMIPMT, 224
Print tab, displaying, 48
turning on/off, 304 CUMPRINC, 225
unsaved workbooks,
Filter by Selection icon, DB, 225
recovering, 24
308-309 DDB, 225
workbook information,
displaying, 24-25 icons, 310 DISC, 225
new features, 303-304 DOLLARDE, 225
Format C ells dialog 605

DOLLARFR, 225 FIND function, 117, 169-170 flow control, 404-405


DURATION, 225 find shortcut key, 48 If-End If, 404-405
EFFECT, 225 FINDB function, 117 Select Case, 405
FV, 225 finding. See also lookup folders, trusted, 39-40
FVSCHEDULE, 225 functions Font tab (Format Cells
INTRATE, 225 cells dialog), 48
IPMT, 225 with data from past 30 fonts
IRR, 226 days, 484 bold/italic/underline, 440-441
ISPMT, 226 within three days of color style, 487
today, 482 default, changing, 454-455
listing of, 224
characters in text cells, size, formatting, 439
MDURATION, 226
168-171
MIRR, 226 style, 487
formula errors, 89
NOMINAL, 226 themes, 451-452
functions, 101
NPER, 226 typefaces, changing, 440
hidden content, 25
NPV, 226 footers
last records (macros), 390
ODDFPRICE, 226 adding, 571
lost ribbon commands, 18-20
ODDFYIELD, 226 automatic, 571
values
ODDLPRICE, 226 custom, 572
based on ranges,
ODDLYIELD, 227 193-194 different in same worksheet,
PDURATION, 227 573-574
exact, 194-196
PMT, 227 pictures/watermarks, adding,
values matching position,
PPMT, 227 572-573
198-199
PRICE, 227 scaling, 574
find_text argument
PRICEDISC, 227 (functions) FORECAST function, 231
PRICEMAT, 227 FIND, 170 FORECAST.ETS function, 232
PV, 227 SEARCH, 171 FORECAST.ETS.CONFINT
RATE, 227 function, 232
F.INV function, 231
RECEIVED, 227 FORECAST.ETS.
F.INV.RT function, 231
RRI, 227 SEASONALITY
First page Headers, 574 function, 232
SLN, 227
FISHER function, 231 FORECAST.ETS.STAT
SYD, 227
FISHERINV function, 231 function, 232
TBILLEQ, 227
TBILLPRICE, 227 five-icon sets, 471 FORECAST.LINEAR
FIXED function, 117 function, 232
TBILLYIELD, 228
Flash Fill, 288 forecasting, 9
VDB, 228
XIRR, 228 coaching, 288 Format as Table command
dates, 289 (Home menu), 6
XNPV, 228
mathematical Format as Table shortcut
YIELD, 228
transformations, 288 key, 48
YIELDDISC, 228
shortcut key, 48 Format Cells dialog, 427-428
YIELDMAT, 228
troubleshooting, 289 custom number formats, 141
financial waterfall Font tab shortcut key, 48
charts, 500 FLOOR.MATH function, 112
numbers, 431
F o rma t Co mme n t d ia lo g
606

Format Comment dialog, 458 mail merges (macro), 383-384 Format Cells dialog,
Format menu legacy running, 388 427-428
commands shortcut starting, 386-387 merging cells, 444-446
keys, 62-63 numbers numbers with Home
Format Painter, 15, 460-461 as text, 173-175 tab, 429-430
Format Shape dialog, 545 applying, 330 row heights, 443-444
format_text argument (TEXT conditions/colors, 437 text, rotating, 446-447
function), 175 custom formats, 434-435 themes. See themes
formatting. See also data dates/times, 437-438 traditional icons, 427
visualizations decimal places, 436 wrapping text in cells, 455
cells zip codes, 433-434
Format Cells dialog, 431
based on content, 481 formula bar, expanding, 30
four zones, 435
styles, 487
Home tab, 429-430 formulas
comments, 457-458 3D, 267-268
scientific notation, 438
conditional. See conditional absolute references, 265
text/spacing,
formats
controlling, 436 advanced filter criteria,
copying/pasting formats, 27 315-316
thousands
conditional formats, 460 separators, 431 array, 276-277
copying, 459-460 phone numbers, 433-434 auditing
Format Painter, 460-461 pivot tables, 342-343 tracing dependents, 96
new worksheets, 461 shapes, 545 tracing precedents,
rules, 459 shortcut keys, 51-55 94-95
currency, 432 social security numbers, AutoComplete, 101
data sets as tables, 6 433-434 AutoSum errors in macros,
dates/times, 139-142, 432 subtotal rows, 301-302 fixing, 399
filtered results, 314 text building, 71-72
fonts flow in ranges, 456-457 calculated fields, adding to
default, 454-455 mini toolbar, 29 pivot tables, 341-342
size, 439 shortcut keys, 47-48 calculating in slow
motion, 419
typefaces, 440 values above/below
average, 481 cell referencing
formula results,
automatically, 92 worksheets absolute, 72-73
fractions, 433 aligning cells, 438-439 mixed, 74-75
individual characters, 453-454 benefits, 425-427 relative, 72
invoice registers (macro), 389 bold/italic/underline, cells
file to open, 440-441 highlighting, 94
selecting, 400 borders, 441-442 marking, 188-189
filename for saving, cell styles, 447-449 combining, 270-273
selecting, 400 centering cells, 444-446 array formulas, 276-277
last record, finding, 390 coloring cells, 442-443 transposing, 273-276
recording, 390-391 column widths, 443-444 comments, adding, 190
variable number of font size, 439 conditional, 482-484
rows, handling, 389 cells within three days
font typefaces, 440
of today, finding, 482
funct ions 607

data from past 30 days, formula bar, expanding, 30 FORMULATEXT function,


finding, 484 implicit intersection, 264 180, 204-205
data from specific joining text, 90-91 four-icon sets, 471
days of the week, linking back to copied four zones (custom number
highlighting, 485 ranges, 27 formats), 435
entire rows, named ranges fraction operator (/), 85
highlighting, 485
applying to existing fractions, formatting, 433
every other row, formulas, 261
highlighting, 485-486 frequency distribution,
simplifying, 260-261 creating, 497-498
multiple conditions,
names, assigning, 266
136-137 FREQUENCY function, 232
operators
setting up, 482 friendly_name argument
addition and (HYPERLINK function), 209
writing formulas, 482
multiplication
copying/pasting, 27, 69, 80 example, 87 from-scratch macros
Ctrl+Enter, 80-81 combining loops with final
mathematical, 85
rows, 404
cutting formulas, multiple sets of
compared, 91-92 flow control, 404-405
parentheses, stacking,
double-clicking fill 87-88 If-End If, 404-405
handles, 82 order of operations, 86 Select Case, 405
dragging fill handles, 81 unary minus last row with data,
Table tool, 82-83 example, 86 finding, 402
cutting, 91-92 partial evaluations, 97 looping through all rows,
402-403
dates, 92-93 R1C1-style, 398-399
ranges, referencing, 403-404
direct precedent cells, recalculating, 71
displaying, 94 records, deleting, 407-409
referencing previous
displaying/hiding, 93-94 worksheets, 269-270 running, 406
entering, 70, 77-78 slow motion evaluations, Frontline Systems, 377
arrow key method, 96-97 F.TEST function, 231
78-80 starting, 71 Function Arguments
mouse method, 78 transposing, 273-276 dialog, 103
errors, 88-89 two-way lookups with names, functions
######, 88 263-264 arguments, entering, 100
#DIV/0!, 88 values, compared, 70 AutoAverage icon,
finding, 89 VLOOKUP, 265 adding, 108
#N/A!, 88 Watch Window screen, 96 autocompleting, 101
#REF!, 88 worksheets AutoCount icon, adding, 108
#VALUE!, 88 documenting, 204-205 AutoSum, 105
F4 dollar sign entry, 75-76 links, creating, 251 icon, 105
after entering Formulas category (Excel problems, 106-107
formulas, 76 Options dialog), 37 ranges, selecting,
rectangular ranges, Formulas menu, Evaluate 107-108
76-77 Formula command, 419 database, 213-214
formatting results examples, 213-214
Formulas tab, 100
automatically, 92 listing of, 182
f u n ctio n s
608

date/time BIN2HEX, 242 IMSUB, 244


breaking apart, 143-144 BIN2OCT, 242 IMSUM, 244
current, calculating, BITAND, 242 IMTAN, 244
142-143 BITLSHIFT, 242 listing of, 242
DATE, 114, 144-145 BITOR, 242 OCT2BIN, 244
DATEDIF, 114, 151-153 BITRSHIFT, 242 OCT2DEC, 244
DATEVALUE, 114, 147 BITXOR, 242 OCT2HEX, 244
DAY, 114, 144 COMPLEX, 242 financial
DAYS, 114, 154 CONVERT, 242 ACCRINT, 224
DAYS360, 114 DEC2BIN, 242 ACCRINTM, 224
EDATE, 115 DEC2HEX, 242 AMORDEGRC, 224
EOMONTH, 115, 154 DEC2OCT, 242 AMORLINC, 224
formats, 139-142 DECIMAL, 243 COUPDAYBS, 224
HOUR, 115, 144 DELTA, 243 COUPDAYS, 224
ISOWEEKNUM, 115, 150 ERF, 243 COUPDAYSNC, 224
listing of, 114 ERFC, 243 COUPNCD, 224
MINUTE, 115, 144 GESTEP, 243 COUPNUM, 224
MONTH, 115, 144 HEX2BIN, 243 COUPPCD, 224
NETWORKDAYS, 115, HEX2DEC, 243 CUMIPMT, 224
154-156
HEX2OCT, 243 CUMPRINC, 225
NETWORKDAYS.INTL,
IMABS, 243 DB, 225
115, 156-157
IMAGINARY, 243 DDB, 225
NOW, 115, 142-143
IMARGUMENT, 243 DISC, 225
SECOND, 115, 144
IMCONJUGATE, 243 DOLLARDE, 225
TIME, 115, 146
IMCOS, 243 DOLLARFR, 225
TIMEVALUE, 115,
148-149 IMCOSH, 243 DURATION, 225
TODAY, 115, 142-143 IMCOT, 243 EFFECT, 225
WEEKDAY, 116, 149-150 IMCSC, 243 FV, 225
WEEKNUM, 116, 151 IMCSCH, 243 FVSCHEDULE, 225
WORKDAY, 116, IMDIV, 243 INTRATE, 225
154-156 IMEXP, 243 IPMT, 225
WORKDAY.INTL, 116, IMLN, 243 IRR, 226
156-157 IMLOG2, 244 ISPMT, 226
YEAR, 116, 144 IMLOG10, 244 listing of, 224
YEARFRAC, 116 IMPOWER, 244 MDURATION, 226
engineering IMPRODUCT, 244 MIRR, 226
BASE, 242 IMREAL, 244 NOMINAL, 226
BESSELI, 242 IMSEC, 244 NPER, 226
BESSELJ, 242 IMSECH, 244 NPV, 226
BESSELK, 242 IMSIN, 244 ODDFPRICE, 226
BESSELY, 242 IMSINH, 244 ODDFYIELD, 226
BIN2DEC, 242 IMSQRT, 244 ODDLPRICE, 226
funct ions 609

ODDLYIELD, 227 NOT, 186 RAND, 113, 128-129


PDURATION, 227 OR, 184 RANDBETWEEN,
PMT, 227 lookup 113, 129
PPMT, 227 CHOOSE, 192 ROMAN, 113, 130
PRICE, 227 GETPIVOTDATA, roots, 133
PRICEDISC, 227 211-213 ROUND, 113, 124
PRICEMAT, 227 INDEX, 200-202 ROUNDDOWN, 113, 125
PV, 227 listing of, 179 ROUNDUP, 113, 124
RATE, 227 LOOKUP, 203 SIGN, 113
RECEIVED, 227 MATCH, 198-200 SQRT, 113, 133
RRI, 227 VLOOKUP, 193-197 SQRTPI, 113
SLN, 227 math SUBTOTAL, 114,
SYD, 227 ABS, 111, 130-131 126-127
TBILLEQ, 227 AGGREGATE. See SUM, 114, 119-120
TBILLPRICE, 227 AGGREGATE function SUMIF, 114, 135
TBILLYIELD, 228 ARABIC, 111, 130 SUMIFS, 136-137
VDB, 228 AVERAGEIF, 135 SUMPRODUCT, 114
XIRR, 228 AVERAGEIFS, 136 TRUNC, 114
XNPV, 228 CEILING, 112, 125 matrix, 241
YIELD, 228 CEILING MATH, 112 parentheses, 99
YIELDDISC, 228 COMBIN, 112 reference
YIELDMAT, 228 COMBINA, 112 FORMULATEXT,
conditional formulas, 204-205
finding, 101
136-137 GETPIVOTDATA,
Formulas tab, 100
COUNTIF, 112, 133-134 211-213
help
COUNTIFS, 136 HYPERLINK, 209-210
Excel Help, 104-105
EVEN, 112 INDIRECT, 207-208
Function Arguments
EXP, 112 OFFSET, 205-207
dialog, 103
FACT, 112 TRANSPOSE, 210-211
on-grid ToolTips, 103
FACTDOUBLE, 112 statistical
information
FLOOR.MATH, 112 AVEDEV, 228
CELL, 191
GCD, 112, 131 AVERAGE, 228
IS, 189
INT, 113 AVERAGEA, 228
ISFORMULA, 188-189
LCM, 113, 131 BETA.DIST, 229
listing of, 178
listing of, 111 BETA.INV, 229
N, 190
MOD, 113, 131-132 BINOM.DIST, 229
NA, 190-191
MROUND, 113, 125 BINOM.DIST.
Insert Function dialog, 102
MULTINOMIAL, 113 RANGE, 229
logical
ODD, 113 BINOM.INV, 229
AND, 184
PI, 113 CHISQ.DIST, 229
IF, 183-184
POWER, 113, 133 CHISQ.DIST.RT, 229
IFERROR, 187-188
PRODUCT, 113 CHISQ.INV, 230
IFNA, 188
QUOTIENT, 113 CHISQ.INV.RT, 230
listing of, 177
f u n ctio n s
610

CHISQ.TEST, 230 LOGNORM.INV, 234 SUMXMY2, 238


CONFIDENCE. MAX, 234 T.DIST, 238
NORM, 230 MAXA, 234 T.DIST.2T, 238
CONFIDENCE.T, 230 MEDIAN, 234 T.DIST.RT, 238
CORREL, 230 MIN, 234 T.INV, 239
COVARIANCE.P, 230 MINA, 234 T.INV.2T, 239
COVARIANCE.S, 230 MODE.MULT, 234 T.TEST, 239
DEVSQ, 230 MODE.SNGL, 235 TREND, 239
EXPON.DIST, 231 NEGBINOM.DIST, 235 TRIMMEAN, 239
F.DIST, 231 NORM.DIST, 235 VAR.P, 239
F.DIST.RT, 231 NORM.INV, 235 VAR.S, 239
F.INV, 231 NORM.S.DIST, 235 VARA, 239
F.INV.RT, 231 NORM.S.INV, 235 VARPA, 239
F.TEST, 231 PEARSON, 235 WEIBULL.DIST, 239
FISHER, 231 PERCENTILE.EXC, 235 Z.TEST, 239
FISHERINV, 231 PERCENTILE.INC, 235 syntax, 99-100
FORECAST, 231 PERCENTRANK.EXC, text
FORECAST.ETS, 232 236 ASC, 116
FORECAST.ETS. PERCENTRANK.INC, BAHTTEXT, 116
CONFINT, 232 236 CHAR, 116, 163
FORECAST.ETS. PERMUT, 236 CLEAN, 117
SEASONALITY, 232 PERMUTATIONA, 236 CODE, 117, 164-165
FORECAST.ETS. PHI, 236 CONCATENATE,
STAT, 232 POISSON.DIST, 236 117, 158
FORECAST. PROB, 236 DOLLAR, 117
LINEAR, 232
QUARTILE.EXC, 236 EXACT, 117, 173
FREQUENCY, 232
QUARTILE.INC, 236 FIND, 117, 169-170
GAMMA, 232
RANK.AVG, 237 FINDB, 117
GAMMA.DIST, 232
RANK.EQ, 237 FIXED, 117
GAMM.INV, 232
RSQ, 237 JIS, 117
GAMMLN, 232
SKEW, 237 LEFT, 117, 165-166
GAUSS, 232
SKEW.P, 237 LEFTB, 117
GEOMEAN, 233
SLOPE, 237 LEN, 117, 167
GROWTH, 233
SMALL, 237 LENB, 117
HARMEAN, 233
STANDARDIZE, 237 listing of, 116
HYPGEOM.DIST, 233
STDEV.P, 238 LOWER, 118, 159
INTERCEPT, 233
STDEV.S, 238 MID, 118, 166
KURT, 233
STDEVA, 238 MIDB, 118
LARGE, 233
STDEVPA, 238 NUMBERVALUE, 118
LINEST, 234
STEYX, 238 PHONETIC, 118
listing of, 234
SUMQ, 238 PROPER, 118, 160
LOGEST, 234
SUMX2MY2, 238 REPLACE, 118
LOGNORM.DIST, 234
SUMX2PY2, 238 REPLACEB, 118
headings 611

REPT, 118, 171-172 Print What, 575-576 summary page with


RIGHT, 118, 166 subtotals, 298
GAMMA function, 232
RIGHTB, 118 GAMMA.DIST function, 232 group editing (Excel Online),
SEARCH, 118, 169, 580-584
GAMMA.INV function, 232
170-171 grouping
GAMMALN function, 232
SEARCHB, 118 daily dates automatically
SUBSTITUTE, 119, 171 GAUSS function, 232 applying, 333-334
T, 119, 175 GCD function, 112, 131 overriding, 335
TEXT, 119, 173-175 General category (Excel turning off, 335
TRIM, 119, 160-162 Options dialog), 37 dates
UNICHAR, 119, 163 geocoding results (3D Maps), day of the week,
512-513 149-150
UNICODE, 119, 164-165
UPPER, 119, 160 geographical components. weeks, 150-151
See 3D Maps sparklines, 524, 526-527
VALUE, 119, 175
geography fields, 512
YEN, 119 GROWTH function, 233
trigonometry, 240 GEOMEAN function, 233
Web, 223 GESTEP function, 243
Get & Transform. See Power
H
FV function, 224
Query
FVSCHEDULE function, 224 handwriting equations, 11
GETPIVOTDATA function,
Fylstra, Dan, 377 HARMEAN function, 233
180, 211-213
Header & Footer Tools
Go To dialog shortcut key, 48
Design tab
G Goal Seek, 376-377 automatic, adding, 571
Grand Total row, 297 custom headers/footers, 572
galleries, 15
graphing data. See charts pictures/watermarks, 572-573
Cell Styles, 447-449
greater than operator (>), 85 print settings, 564
Info
greater than or equal to scaling, 574
marking workbooks as
final, 25 operator (>=), 85 headers
workbook information, greater than rule adding, 571
displaying, 24-25 (highlighting cells), 476-477 automatic, 571
options, selecting, 45-46 greatest common divisor custom, 572
Paste Options (GCD function), 112, 131 different in same worksheet,
keyboard green triangle indicators, 41 573-574
accelerators, 28 gridlines first rows of data as,
opening, 28 colors, customizing, 41 identifying, 281
options after performing printing, 577 pictures/watermarks, adding,
paste operations, 27 572-573
Group and Outline button
paste operations, collapsed subtotal view, scaling, 574
previewing, 26 sorting, 298-299 headings
right-click menu subtotal rows AutoSum, 106
access, 28 cell names based on, creating,
copying, 300-301
Picture Styles, 554 262-263
formatting, 301-302
PivotTable Styles, 342-343 printing, 577
h e a t ma p s
612

heat maps, 505 extremes, 468-470 formatting, 427


height argument (OFFSET formula cells, 94 icon sets, mixing, 473
function), 205 rows Increase Decimal, 429
heights (rows), formatting, entire, 485 Insert Worksheet, 29
443-444 every other row, navigation, 514
help 485-486 paintbrush, 493
Excel Help, 104-105 histogram charts, 8, 497-498 Percentage, 429
functions QAT, adding, 20-21
HLOOKUP function, 180
Excel Help, 104-105 Quick Print, adding, 561
holidays argument
Function Arguments (NETWORKDAYS Remove Background, 555
dialog, 103 function), 156 ribbon
on-grid ToolTips, 103
Home menu commands, adding, 33-35
VBA, 395 Format as Table, 6 selecting with keyboard
Help menu legacy Home tab, 429-430 accelerators, 44-45
commands, 59 horizontal ranges, sorting data, 290
HEX2BIN function, 243 transposing, 210-211 Symbol, 420
HEX2DEC function, 243 hour argument (TIME white space around,
HEX2OCT function, 243 function), 146 adding, 26
Hidden and Empty Cell HOUR function, 115, 144 worksheet navigation, 29
Settings dialog, 535 HYPERLINK function, 180, Zoom In/Out buttons, 31
hidden content, finding, 25 209-210 IF function, 178, 183-184
hiding hyperlinks, adding, 209-210 If-End If flow control,
formulas, 93-94 HYPGEOM.DIST function, 233 404-405
interface elements, 40 IFERROR function, 178,
187-188
hierarchical SmartArt, 542 I
hierarchy charts, 496 IFNA function, 178, 188

highlighting icon sets, 470-471 illustrating workbooks


cells, 475-478 mixing icons, 473 ClipArt, 537, 548-549
date comparisons, number alignment, 472-473 pictures, 537
478-479 setting up, 471 adding, 547
duplicate/unique values, style, 487 arranging, 558-559
479-480 icons artistic effects, 554
greater than rule, AutoAverage function, backgrounds, removing,
476-477 adding, 108 555-556
Highlight Cell Rules AutoCount function, brightness/contrast,
menu, 475-478 adding, 108 adjusting, 552
less than/equal to rules, AutoFilter, 309 from computers,
477-478 adding, 548
AutoSum, 105
options, 475 effects, 554
Comma, 429
text containing values, file size, reducing, 557
Currency, 429
480-481
Decrease Decimal, 429 multiple at once,
traditional rules, 475 adding, 548
Filter by Selection, 308-309
data from specific days of the from online, 548-549
week, 485 filtering, 310
Int ernet searches 613

resizing to fit, 550-552 IMSINH function, 244 Online Pictures, 548


selecting, 558-559 IMSQRT function, 244 Pivot Table, 6
screen clippings, adding, IMSUB function, 244 Screenshot, 557
557-558
IMSUM function, 244 Insert Pictures dialog, 548
shapes, 537
IMTAN function, 244 Insert Shapes dialog, 545
adding, 544-545
in commands, 23 Insert Worksheet icon, 29
cell values,
displaying, 543 in-cell bar charts. See Inspect Document command
data bars (File menu), 26
formatting, 545
SmartArt, 537 Increase Decimal icon, 429 instance_num argument
INDEX function, 180, 200-202 (SUBSTITUTE function), 171
adding, 539-540
arguments, 202 INT function, 113
changing existing
styles, 540-541 data left of key fields, finding, interactive dashboards, 365
200-201 INTERCEPT function, 233
common elements, 539
tables, filling, 202
hierarchical, 542 interface
pictures, adding, 541 index_num argument color, adding, 5
styles, 538 (LOOKUP function), 192 Document Inspector
text boxes, 537, 546 INDIRECT function, 180, hidden content,
207-208 finding, 25
WordArt, 537, 545
Info command (File limitations, 25
IMABS function, 243 menu), 23 running, 26
images. See pictures INFO function, 178 elements, hiding, 40
IMAGINARY function, 243 Info gallery File menu. See File menu
IMARGUMENT function, 243 information, displaying, 24-25 formula bar, expanding, 30
IMCONJUGATE function, 243 marking as final, 25 Insert Worksheet icon, 29
IMCOS function, 243 Info pane, 24-25 mini toolbar, 29
IMCOSH function, 243 information functions Paste Options gallery. See
IMCOT function, 243 CELL, 191 Paste Options gallery
IS, 189 QAT
IMCSC function, 243
ISFORMULA, 188-189 commands, deleting, 21
IMCSCH function, 243
listing of, 178 customizing, 21-22
IMDIV function, 243
N, 190 displaying, 20
IMEXP function, 243
NA, 190-191 icons, adding, 20-21
IMLN function, 243 ribbon. See ribbon
IMLOG2 function, 244 Ink Equation command
(Insert menu), 11 status bar, 31
IMLOG10 function, 244 views, switching, 32
Inquire, 422-423
implicit intersection, 264 white space around icons,
Insert Chart dialog, 492
IMPOWER function, 244 adding, 26
Insert Equation tool, 11 worksheets navigation
IMPRODUCT function, 244
Insert Function dialog, 102 icons, 29
IMREAL function, 244
Insert menu commands zooming in/out, 31
IMSEC function, 244 3D Map, 512
international workdays,
IMSECH function, 244 Equations, Ink Equation, 11 calculating, 156-157
IMSIN function, 244 legacy shortcut keys, 62 Internet searches, 13
in te rse ctio n o p e ra to r ( <space>)
614

intersection operator displaying with ToolTips, 57


(<space>), 85, 263-264
J
dollar signs, adding, 57
INTRATE function, 225 JIS function, 117 formatting data, 51-55
invalid names, 257 joining formulas, copying, 80-81
invoice register macro, 389 criteria ranges, 216-217 last task, repeating, 57
file to open, selecting, 400 multiple tables with Data legacy commands (menus)
filename for saving, Model Data, 64-66
selecting, 400 benefits, 360 Edit, 60-61
last record, finding, 390 data, preparing, 358 File, 59-60
recording, 390-391 limitations, 360-361 Format, 62-63
variable number of rows, pivot table, Help, 62-67
handling, 389 creating, 358 Insert, 62
relationships, Tools, 63-64
IPMT function, 225
defining, 359 View, 61-62
IRR function, 226
second table, Window, 66
IS function, 189 moving between
adding, 359
ISBLANK function, 179 text, 85, 90-91, 158 worksheets, 56
ISERR function, 179 navigation, 48-49
ISERROR function, 179 next corner of selections,
ISEVEN function, 179
K jumping to, 56
print area, setting, 67
ISFORMULA function, 179, keyboard accelerators
188-189 ranges, defining as tables, 82
accessing, 43
right-click menus,
ISLOGICAL function, 179 Alt shortcuts, 58-59
opening, 56
ISNA function, 179 backing up one menu
selecting data/cells, 49-50
ISNONTEXT function, 179 level, 46
selections, extending, 51
ISNUMBER function, 179 confusion, 46
slicer items, selecting, 57
drop-down lists, 46
ISODD function, 179 striking through cells, 56
Excel 2003, 58
ISOWEEKNUM function, KeyTips. See keyboard
115, 150 gallery options, selecting,
45-46 accelerators
ISPMT function, 226 KURT function, 233
legacy dialogs, 46
ISREF function, 179
Paste Options gallery, 28
ISTEXT function, 179 ribbon L
italic fonts, 440-441 icons, selecting, 44-45
italic shortcut key, 55 tabs, 44 Label Filter dialog, 349
item1 argument keyboard shortcuts Label Filters fly-out, 346,
(GETPIVOTDATA calculating data, 51-55 349-350
function), 213 labels
common Windows Ctrl, 47-48
item2 argument 3D Maps, 517-518
current ranges, selecting, 56
(GETPIVOTDATA cell names based on, creating,
function), 213 data entry, 51-55
262-263
data set last row, jumping
sparklines, 524, 533-534
to, 56
date/time stamps, 57 Language category (Excel
Options dialog), 37
lookup funct ions 615

LARGE function, 233 legacy dialogs, 46 VLOOKUP function,


last tasks, repeating, 57 LEN function, 117, 167 196-197
layers (3D Maps), LENB function, 117 LN function, 241
combining, 515 less than operator (<), 85 loading data (Power
layout less than or equal to operator Query), 287
compact pivot table, 328-329 (<=), 85 locations
headers/footers less than rule (highlighting default file, 40
adding, 571 cells), 477-478 trusted, customizing, 41
automatic, adding, 571 line charts, 523 LOG function, 241
custom, 572
LINEST function, 234 LOG10 function, 241
different in same
worksheet, 573-574 link_location argument LOGEST function, 234
pictures/watermarks, (HYPERLINK function), 209 logical functions
adding, 572-573 links AND, 184
scaling, 574 copied ranges, 27 IF, 183-184
page breaks, 569 worksheets, 245-246 IFERROR, 187-188
adding manually, closed workbooks, 253 IFNA, 188
569-570 creating with Alternate listing of, 177
automatic versus Drag-and-Drop NOT, 186
manual, 570 menu, 249
OR, 185-186
deleting, 570 creating with
formulas, 251 LOGNORM.DIST
moving, 570
creating with Links tab, function, 234
LCM function, 113, 131 252-253 LOGNORM.INV function, 234
leading spaces, deleting, creating with lookup_array argument
160-162 mouse, 250 (MATCH function), 198
least common multiple creating with Paste LOOKUP function, 181, 203
function, 113 Options menu, 246-248
lookup functions
least common multiples, 131 external workbooks, 251 CHOOSE, 192
LEFT function, 117, 165-166 missing linked exact values, 194-196
LEFTB function, 117 workbooks, 253
GETPIVOTDATA, 211-213
left-to-right sorts, 291 unsaved
INDEX, 200-202
workbooks, 252
legacy command shortcut arguments, 202
Update Links dialog,
keys (menus) data left of key fields,
suppressing, 254
Data, 64-66 finding, 200-201
Edit, 60-61 Links tab, 252-253 tables, filing, 202
File, 60 lists listing of, 179
Format, 62-63 crossing off tasks, 56
LOOKUP, 203
Help, 66-67 custom
MATCH, 198-200
Insert, 62 options, 40
arguments, 198
Tools, 63-64 sorting, 291-292
INDEX function,
View, 61-62 matching combining, 201-202
Window, 66 MATCH function, two lists, matching,
199-200 199-200
lo o k u p f u n ctio n s
616

VLOOKUP, 193-197 records, deleting, photos, adding, 515


arguments, 196 407-409 retail store custom
two lists, matching, running, 406 example, 519-521
196-197 invoice register, 389 satellite photos,
values based on ranges, file to open, adding, 516
finding, 193-194 selecting, 400 times, 516-517
lookup_value argument filename for saving, tours, 518
(functions) selecting, 400 ultra-local example,
MATCH, 198 last record, finding, 390 509-511
VLOOKUP, 196 recording, 390-391 whole earth,
variable number of displaying, 516
lookups, two-way with
names, 263-264 rows, 389 zooming, 506-507
last records, finding, 390 data to sparklines
looping through rows,
402-403 macro recorder not adjacent to
default state, 384-385 original data sets,
LOWER function, 118, 159
starting, 386-387 creating, 524
mail merge, formatting, reversing, 525-526
M 383-384 source data/target
object variables, adding, 397 ranges, 525
m date format, 139 square data sets, 525
R1C1-style formulas, 398-399
macro recorder heat maps, 505
recording, 382
default state, 384-385
relative references, 385-386 marking workbooks as
R1C1 notation style, 398-399
running, 388 final, 25
starting, 386-387
simple variables, adding, 397 MATCH function, 181,
macros 198-200
variable number of rows,
AutoSum errors, fixing, 399 arguments, 198
handling, 389
combination customer report, INDEX function, combining
409-411 mail merge macro, 383-384
data left of key fields,
running, 388
advanced filter, 411-413 finding, 201
starting, 386-387
AutoFilter, 413-414 tables, filling, 202
macro, 415 manual calculation two lists, matching, 199-200
visible cells only, mode, 332
matching lists
selecting, 414-415 mapping MATCH function, 199-200
editing, 391 3D Maps, 8
VLOOKUP function, 196-197
enabling, 381-382 animating, 508
match_type argument
from-scratch, creating category colors, 505
(MATCH function), 198
combining loops with columns size/color, 516
math equations, editing, 420
final rows, 404 corn acreage by state
example, 503 math functions
flow control, 404-405
ABS, 111, 130-131
last row with data, data, adding, 512-514
AGGREGATE, 111, 121-124
finding, 402 labels, 517-518
arguments, 121
looping through all layers, combining, 515
COUNT versus
rows, 402-403 lines between points,
COUNTA, 124
ranges, referencing, animating, 517
filtered data set visible
403-404 panes, resizing, 516 items calculations, 123
MOD E.MU LT funct ion 617

functions available, SUBTOTAL, 114 less than/equal to rules,


122-123 multiple levels of totals, 477-478
options argument, 121 126-127 options, 475
syntax, 121 visible cells, Text That Contains rule,
ARABIC, 111, 130 totaling, 127 480-481
AVERAGEIF, 135 SUM, 114 traditional rules, 475
AVERAGEIFS, 136 numbers, adding, Insert, legacy commands
119-120 shortcut keys, 62
CEILING, 112, 125
two-way lookups, Label Filters fly-out, 346,
CEILING MATH, 112
263-264 349-350
COMBIN, 112
SUMIF, 114, 135 Paste Options, 246-248
COMBINA, 112
SUMIFS, 136-137 right-click, opening, 56
conditional formulas, 136-137
SUMPRODUCT, 114 Tools, legacy
COUNTIF, 112, 133-134
trigonometry, listing of, 240 commands, 63-64
COUNTIFS, 136
TRUNC, 114 Value Filters fly-out, 346-347
EVEN, 112
visible cells, totaling, 127 View, legacy command
EXP, 112 shortcut keys, 61-62
FACT, 112 mathematical operators, 85
Window, legacy command
FACTDOUBLE, 112 matrix functions, 241 shortcut keys, 66
FLOOR.MATH, 112 MAX function, 234
Merge Scenarios dialog, 375
GCD, 112, 131 MAXA function, 234
merging
INT, 113 MDETERM function, 241 cells, 444-446
LCM, 113, 131 MDURATION function, 226 scenarios, 375
listing of, 111 MEDIAN function, 234 methods (VBA), 393
MOD, 113, 131-132 menus MID function, 118, 166
MROUND, 113, 125 Alternate Drag-and-Drop, 249
MULTINOMIAL, 113 MIDB function, 118
backing up one level, 46
ODD, 113 MIN function, 234
Data, legacy command
PI, 113 shortcut keys, 64-66 MINA function, 234
POWER, 113, 133 Date Filters fly-out, 347, 350 mini toolbar, 29
PRODUCT, 113 Edit, legacy commands minute argument (TIME
QUOTIENT, 113 shortcut key, 60-61 function), 146
RAND, 113, 128-129 File. See File menu MINUTE function, 115, 144
RANDBETWEEN, 113 Format, legacy commands MINVERSE function, 241
shortcut key, 63-63
ROMAN, 113, 130 MIRR function, 226
Help, legacy shortcut
roots, 133 mixed references, 74-75
keys, 66-67
ROUND, 113, 124 mm date format, 139
Highlight Cells Rules, 475-478
ROUNDDOWN, 113, 125 mmm date format, 139
A Date Occurring rule,
ROUNDUP, 113, 124 478-479 mmmm date format, 139
SIGN, 113 Duplicate Values rule, mmmmm date format, 139
SQRT, 113, 133 479-480
MMULT function, 241
SQRTPI, 113 greater than rule,
MOD function, 113, 131-132
476-477
MODE.MULT function, 234
MODE.S NGL f u n ctio n
618

MODE.SNGL function, 235 ranges two workbooks,


monitors, multiple, 10 existing formulas, displaying on two
applying, 261 monitors, 10
month argument (DATE
function), 145 formulas, simplifying, Excel Options dialog, 38
260-261 Filter, 303-304
MONTH function, 115, 144
referencing, 261 forecasting, 9
months argument
rules, 256-257 handwriting equations, 11
(EOMONTH function), 154
two-way lookups, 263-264 Internet searches, 13
More Sort Options
dialog, 356 valid/invalid examples, 257 new chart types, 8
values, assigning, 266 Power Query, 7
mouse
formulas, entering, 78 worksheets Tell Me What You Want to Do
worksheet links, creating, 250 benefits, 259 box, 13-14
defining, 259 touchable slicers, 12
moving rows, 333
referencing, 260 New Formatting Rule dialog
MROUND function, 113, 125
returning, 191 formatting cells based on
MULTINOMIAL function, 113 content, 481
navigation
multiplication operator values above/below
3D Maps, 514
(*), 85 average, 481
data set last row, jumping
MUNIT function, 241 to, 56 New Name dialog, 266
name box, 258-259 new_text argument
N next corner of selections, 56 (SUBSTITUTE function), 171
shortcut keys, 48-49 NOMINAL function, 226
N function, 179, 190 worksheets Normal view, 32, 576-577
#N/A! error, 88 icons, 29 NORM.DIST function, 235
NA function, 179, 190-191 shortcut key, 56 NORM.INV function, 235
name box navigation, negative time, 41 NORM.S.DIST function, 235
258-259
NEGBINOM.DIST NORM.S.INV function, 235
Name dialog, 257-258 function, 235 not equal to operator (<>), 85
names NETWORKDAYS function,
absolute references, NOT function, 178, 186
115, 154-156
simplifying, 265 NOW function, 115, 142-143
NETWORKDAYS.INTL
assigning with Name dialog, NPER function, 226
function, 115, 156-157
257-258 NPV function, 226
New command (File
based on labels/headings,
menu), 23 num_chars argument
creating, 262-263
new features (functions)
benefits, 255-256 LEFT, 166
3D Maps, 8
cells, assigning, 256 MID, 166
color interface, 5
columns, renaming, 281 RIGHT, 166
Data Model, 6-7
formulas, assigning, 266
Excel 2013 numbers. See also math
implicit intersection, 264 functions
cloud storage, 11
navigating worksheets/ adding with status bar, 31
workbooks, 258-259 start screen, dismissing
permanently, 10 data visualizations. See data
visualizations
subscription model, 10
database criteria, 217
parent heses ( ) 619

filters, 312 odd page headers, 573-574 options argument


Flash Fill, 288 ODDFPRICE function, 226 (AGGREGATE
formatting function), 121
ODDFYIELD function, 226
applying, 330 Options command (File
ODDLPRICE function, 226
conditions/colors, 437 menu), 24, 37
ODDLYIELD function, 227
copying/pasting, 27 OR function, 178, 184
currency, 432 Office 365, 10
order of operations, 86
custom formats, 434-435 Office theme, 450 addition and multiplication
dates/times, 432, OFFSET function, 181, example, 87
437-438 205-207 multiple parentheses,
decimal places, 436 old_text argument stacking, 87-88
Format Cells dialog, 431 (SUBSTITUTE function), 171 unary minus example, 86
four zones, 435 one-click printing, 561-562 organization charts, 542
fractions, 433
one-click sorting, 292 out commands, 23
Home tab, 429-430
OneDrive, 11 overriding order of
scientific notation, 438
survey data, collecting, operations operator (()), 85
styles, 487
586-588
as text, 173-175
workbooks
text/spacing,
accessing from
P
controlling, 436
anywhere, 580
thousands Page Break preview, 32, 564
separators, 431 group editing, 580-584
page breaks, 569
zip codes/phone Online Pictures command adding manually, 569-570
numbers/social (Insert menu), 548 automatic versus manual, 570
security numbers,
Open command (File deleting, 570
433-434
menu), 23
headings, 106 moving, 570
open shortcut key, 48
icon set alignment, 472-473 Page Layout tab
opening page breaks, 569
ranges, describing, 205-207
Excel Options dialog, 37
rounding, 124-125 print settings, 563
files, 23
text, joining, 90-91 Page Layout view, 32
Paste Options gallery, 28
number_times argument Normal view, compared,
right-click menus, 56
(REPT function), 172 576-577
operators print settings, 564
NUMBERVALUE
mathematical, 85 printing, 576-577
function, 118
order of operations, 86
page numbers,
addition and
controlling, 578
O multiplication
example, 87 Page Setup dialog, 564, 576
object variables, adding to multiple parentheses, paintbrush icon, 493
macros, 397 stacking, 87-88 paper sizes, selecting, 566
objects (VBA), 393 unary minus parameters (VBA), 393-395
OCT2BIN function, 244 example, 86
parentheses ( )
OCT2DEC function, 244 options. See Excel Options functions, 99-100
OCT2HEX function, 244 dialog multiple, stacking, 87-88
ODD function, 113
P a re to ch a rts
620

Pareto charts, 8 PDURATION function, 227 effects


Paste Options gallery PEARSON function, 235 artistic, 554
keyboard accelerators, 28 Percentage icon, 429 presets, 554
opening, 28 file size, reducing, 557
PERCENTILE.EXC
options, 27 function, 235 headers/footers, adding,
paste operations, 572-573
PERCENTILE.INC
previewing, 26 function, 235 original cells, copying/
right-click menu access, 28 pasting, 27
PERCENTRANK.EXC
Paste Options menu, 246-248 function, 236 resizing to fit, 550-552
Paste Special dialog, 27 selecting, 558-559
PERCENTRANK.INC
paste special operations function, 236 sizes, customizing, 39
shortcut key, 47 PERMUT function, 236 SmartArt, adding, 541
pasting PERMUTATIONA pie charts, 501
borders, 27 function, 236 Pivot Table command (Insert
column widths, 27 menu), 6
PHI function, 236
data to charts, 500-501
phone numbers, formatting, pivot tables
formats, 27 433-434 automatic daily date grouping
conditional formats, 460 applying, 333-334
PHONETIC function, 118
Format Painter, 460-461 overriding, 335
photos. See pictures
new worksheets, 461 turning off, 335
PI function, 113
rules, 459 blank, creating, 324-325
Picture Styles gallery, 554
formulas, 27 blank cells, deleting, 331-332
links back to copied Picture Tools Format tab calculations outside the table,
ranges, 27 Artistic Effects fly-out, 554 adding, 336-337
number formatting, 27 Compress Pictures, 557 cells, retrieving, 211-213
Paste Options gallery Corrections drop-down, 552 compact layout, 328-329
keyboard Picture Styles gallery, 554 creating from multiple
accelerators, 28 Send Backward/Send Forward tables, 6-7
opening, 28 commands, 558 data bars, creating, 489-490
options, 27 Size group, 550-552 Data Model
right-click menu pictures, 537 benefits, 360
access, 28 3D Maps, adding, 515 creating, 358
Paste Special dialog, 27 adding, 547 limitations, 360-361
PDF data, 589 from computers, 548 relationships,
pictures of original cells, 27 multiple at once, 548 defining, 359
previewing, 26 from online, 548-549 second table,
shortcut key, 47 arranging, 558-559 adding, 359
source formatting, keeping, 27 aspect ratios, unlocking, data requirements, 322-323
transposing data, 27 550-552 features, 322
values, 27 backgrounds, removing, fields
555-556 adding, 325-326
PDFs
brightness/contrast, calculated, adding,
creating, 589
adjusting, 552 341-342
pasting data back to
cropping, 551-552
Excel, 589
print ing 621

calculations, changing, clearing, 353 powers (math), 133


337-339 items, selecting, 353 PPMT function, 227
drop zones, adding/ sorting, 356 precedents (cells)
deleting, 329 tools, disappearing, 332 direct, displaying, 94
filters unpivoting data (Power tracing, 94-95
AutoFilter, 354-355 Query), 283-284
previewing
check boxes, 348 value column blank cells, 332 paste operations, 26
clearing, 348
pivot_table argument printing
copying for every (GETPIVOTDATA full-screen Print
value in Report Filter function), 212 Preview, 566
field, 356
PivotTable Styles gallery, Print Preview pane,
Date Filters fly-out, 350 342-343 565-566
Label Filters fly-out,
PMT function, 227 PRICE function, 227
349-350
POISSON.DIST function, 236 PRICEDISC function, 227
Row Label, 345-347
Timeline control, 353 positioning page breaks, 570 PRICEMAT function, 227
Top 10, 350-351 POWER function, 113, 133 print areas, setting, 67
formatting, 342-343 Power Query, 7, 279 Print command (File menu),
inserting/moving rows/ columns 563, 574
cells, 333 adding, 285-286 Print panel, displaying, 563
manual calculation mode, 332 case conversions, 282
Print Preview full-screen,
numeric formatting, renaming, 281 564, 566
applying, 330 splitting, 281-282 Print tab (File menu),
PowerPivot data displaying, 48
benefits, 361 sources, specifying, 280 Print What gallery, 575-576
date intelligence, loading, 287 Printer Properties dialog, 564
362-364 refreshing, 287
printers
distinct values, unpivoting, 283-284 properties, changing, 576
counting, 361
first rows as headers, selecting, 575
Power View tool, 365 identifying, 281
rearranging, 329 printing
mistakes, correcting, 284-285
recommended, browsing, active sheets, 575
reviewing, 286
323-324 column/row headings, 577
Power View tool, 365 comments, 578
reports, customizing with
fields, 326-327 PowerPivot entire workbooks, 576
resources, 343 3D Maps error values, replacing, 577
Show Values As layers, combining, 515 File, Print command, 24, 574
percentage of total navigation, 514 first page number,
calculation, 339 benefits, 361 controlling, 578
running totals/ DAX gridlines, 577
rankings, 340 date intelligence, headers/footers
slicers, 351 362-364 adding, 571
adding, 351-352 distinct values, automatic, adding, 571
arranging, 352-353 counting, 361
custom, 572
Power View tool, 365
p rin tin g
622

different in same Printer Properties QUARTILE.EXC function, 236


worksheets, 573-574 dialog, 564 QUARTILE.INC function, 236
pictures/watermarks, small reports, centering on Quick Access Toolbar
adding, 572-573 pages, 577 category (Excel Options
scaling, 574 specific pages, 576 dialog), 37
page breaks, 569 PROB function, 236 Quick Analysis options
adding manually, PRODUCT, 113 shortcut key, 48
569-570 Quick Analysis tool, 293-294
Product slicer, 352
automatic versus
Project Explorer pane quick formatting, 480-481
manual, 570
(VBE), 391 Quick Print icon, adding, 561
deleting, 570
moving, 570 Proofing category (Excel QUOTIENT function, 113
Options dialog), 37
Page Layout view, 576-577
PROPER function, 118, 160
Page Setup dialog R
settings, 576 properties (VBA), 396
pages, sizing, 566 Properties pane (VBE), 391 R1C1-style formulas, 398-399
paper size, selecting, 566 Protect Sheet command RADIANS function, 241
previewing (Review menu), 421 RAND function, 113, 128-129
full-screen Print Protect Sheet dialog, 421 RANDBETWEEN function,
Preview, 566 protecting 113, 129
Print Preview pane, Internet files, 39 random numbers/data,
565-566 workbooks, 25 generating functions,
print area, ignoring, 576 worksheets, 421 128-129
Print What gallery, 575-576 RAND, 128-129
PV function, 227
printers RANDBETWEEN, 129
properties, random scenarios, modeling,
changing, 576 Q 370-372
selecting, 575 Random Walk Down Wall
QAT (Quick Access
Quick Print icon, adding, Street, 370
Toolbar), 20
561-562 range argument (functions)
AutoAverage icon,
selections, 576 adding, 108 COUNTIF, 134
settings, 562-564 AutoCount icon, adding, 108 SUMIF, 135
Excel options, 564 AutoFilter icon, 309 range_lookup argument
File, Print commands (VLOOKUP function), 196
command, 563
deleting, 21 range operator (:), 85
Header & Footer Tools
Touch/Mouse Mode, 26 ranges
Design tab, 564
customizing, 21-22, 78 cells, counting, 112
Page Break Preview
view, 564 displaying, 20 converting to tables, 358
Page Layout tab, 563 icons, adding, 20-21 criteria
Page Layout view, 564 keyboard accelerators, 43 blank, 215
Page Setup dialog, 564 Quick Print, adding, 561 creating, 215
Print Preview full white space around icons, dates/numbers as, 217
screen, 564 adding, 26 joining, 216-217
miracle version, 218-219
resizing 623

current, selecting, 56 read-only workbooks, specified by text


dates, calculating, 92-93 creating, 25 strings, returning,
defining as tables, 82 recalculating formulas, 71 207-208
describing with numbers, RECEIVED function, 227 previous worksheets in
205-207 formulas, 269-270
Recent File List command
formats, copying, 460-461 ranges
(File menu), 24
formulas, transposing, macros, 403-404
recent workbooks list,
273-276 clearing, 24 names, 261
names relative, 385-386
Recommended Pivot Table
absolute references, dialog, 323 worksheet-level names, 260
simplifying, 265 refreshing
recommended pivot tables,
based on labels/ browsing, 323-324 data (Power Query), 287
headings, creating, filters, 308
Record Macro dialog, 382
262-263
benefits, 255-256 recording macros, 382 Region slicer, 352
invoice register, 390-391 relationships, 359
existing formulas,
applying, 261 mail merge, formatting, relative referencing, 72,
383-384 385-386
formulas, simplifying,
260-261 relative references, 385-386
reliability, 11
implicit intersection, 264 recovering unsaved remainders, calculating,
navigating worksheets/ workbooks, 24 131-132
workbooks, 258-259 rectangular ranges, 76-77 Remove Background
referencing, 261 redo shortcut key, 47 icon, 555
rules, 256-257 #REF! error, 88 renaming columns, 281
two-way lookups, ref_text argument (INDIRECT repeating
263-264 function), 208 functions, automating. See
valid/invalid reference argument (OFFSET macros
examples, 257 function), 205 last tasks, 57
values, assigning, 266 text, 171-172
reference functions
worksheet-level, FORMULATEXT, 204-205 REPLACE function, 118
259-260
GETPIVOTDATA, 211-213 replace shortcut key, 48
rectangular, 76-77
HYPERLINK, 209-210
referencing macros, 403-404 REPLACEB function, 118
INDIRECT, 207-208
selecting before AutoSum, replacing text, 171
OFFSET, 205-207
107-108 reports
TRANSPOSE, 210-211
text flow, formatting, 456-457 pivot table, 326-327
values based on, finding, referencing Scenario Summary,
193-194 absolute, 265 creating, 375
vertical/horizontal, cells sizing to pages, 566
transposing, 210-211 absolute, 72-73 small, centering on pages, 577
F4 dollar sign entry, REPT function, 118, 171-172
RANK.AVG function, 237
75-77
RANK.EQ function, 237 resizing
mixed, 74-75 3D Map panes, 516
rankings, displaying, 340 relative, 72
filter drop-downs, 308
RATE function, 227
pictures to fit, 550-552
re su lts
624

results Picture Tools Format tab Row Label filters, 345-347


distant cells, watching, Artistic Effects row_num argument (INDEX
417-418 fly-out, 554 function), 202
filtered Compress Pictures, 557 rows
formatting/copying, 314 Corrections drop- first as headers,
totaling, 314 down, 552 identifying, 281
formulas, formatting, 92 Picture Styles from-scratch macros
geocoding (3D Maps), 512-513 gallery, 554 last with data,
Scenario Manager, Send Backward/ finding, 402
comparing, 373 Send Forward looping through,
commands, 558 402-403
retail store 3D Map, 519-521
Size group, 550-552 headings, printing, 577
custom map, creating,
519-521 resetting back to original, 36 heights, formatting, 443-444
store image, preparing, 519 shrinking, 20 highlighting
tabs. See also specific names entire, 485
return_type argument of tabs
(functions) every other row,
adding, 35-36 485-486
WEEKDAY, 150
contextual, page breaks, deleting, 570
WEEKNUM, 151
activating, 18
pivot tables, 333
reversing sparklines, 525-526 keyboard
subtotals
Review menu commands, accelerators, 44
Protect Sheet, 421 copying, 300-301
rolling through, 16
deleting, 302
reviewing Power Query, 286 Tell Me What You Want to Do
box, 13-14 formatting, 301-302
ribbon
commands, revealing more, RibbonX: Customizing the rows argument (OFFSET
16-17 Office 2007 Ribbon (Martin, function), 205
customizing Puls, Henning), 37 ROWS function, 181
resetting back to right-click menus, RRI function, 227
original ribbon, 36 opening, 56 RSQ function, 237
resources, 37 RIGHT function, 118, 166 RTD function, 181
sharing, 36 RIGHTB function, 118 rules
third-party programs, 37 cell highlighting, 475-478
rolling through ribbon
Developer tab, activating, 17 tabs, 16 date comparisons,
display size, 17 ROMAN function, 113, 130 478-479
expanding, 20 duplicate/unique values,
Roman numeral conversions,
galleries, 15 111, 130 479-480
icons roots (math), 133 greater than, 476-477
adding, 33-35 less than/equal to,
rotating text, 446-447
selecting with keyboard 477-478
ROUND function, 113, 124
accelerators, 44-45 options, 475
lost commands, finding, 18-20 ROUNDDOWN function, text containing values,
113, 125 480-481
minimizing, 20
rounding numbers, 124-125 traditional rules, 475
Page Layout tab, 563
ROUNDUP function, 113, 124 conditional formatting. See
ROW function, 181 conditional formats
sharing 625

copying/pasting formats, 459 SEC function, 241 Send Backward/Send


names, 256-257 SECH function, 241 Forward commands
pivot table data, 322-323 (Picture Tools Format
second argument (TIME
tab), 558
top/bottom, 474-475 function), 146
separating text based on
running macros, 388, 406 SECOND function, 115, 144
delimiters, 421-422
running totals, security
serial_num argument
displaying, 340 macros, enabling, 381-382
(WEEKNUM function), 151
protected mode, 39
serial_number argument
trusted document settings,
S 39-40
(WEEKDAY function), 150
SERIESSUM function, 241
satellite photos (3D Maps), trusted locations,
customizing, 41 setting up
adding, 516 conditional formatting rules
worksheets, protecting, 421
Save As command (File with formulas, 482
menu), 24 Security dialog, 382 first page numbers for
Save category (Excel Options select all shortcut key, 47 printing, 578
dialog), 37 Select Case flow control, 405 icon sets, 471
Save command (File printer properties, 576
selecting
menu), 23 printing, 562-564
current ranges, 56
Save File in This Format Excel Options, 564
data/cells, 49-50
option, 40 File, Print
default fonts, 454-455
command, 563
saving Filter drop-down items,
Header & Footer Tools
files, 23, 40 305-307
Design tab, 564
shortcut key, 47 gallery options, 45-46 Page Break Preview
themes, 453 invoice register macro view, 564
scaling headers/footers, 574 filename to save, 400 Page Layout tab, 563
opening file, 400 Page Layout view, 564
Scenario Values dialog, 374
paper sizes, 566 Page Setup dialog, 564
scenarios
pictures, 558-559 Print Preview full
multiple, adding, 375
printers, 575 screen, 564
results, comparing, 373
ranges before AutoSum, Printer Properties
Scenario Manager dialog dialog, 564
107-108
options, 373
recommended charts, 492 scenarios, 374
setting up, 374 win/loss sparklines, 531-532
ribbon icons, 44-45
summary report, creating, 375
slicer items, 57, 353 shapes, 537
scientific notation, themes, 451 adding, 544-545
displaying, 438 cell values, displaying, 543
colors, 452
screen clippings, adding, fonts, 452 formatting, 545
557-558
visible cells only, 414-415 Share command (File
Screenshot command (Insert menu), 24
menu), 557 Selection pane, 558
sharing
SEARCH function, 118, selections
ribbon customizations, 36
169-171 extending, 51
themes, 453
SEARCHB function, 118 next corner, jumping to, 56
web workbooks, 586
workbooks, 24
S HEET f u n ctio n
626

SHEET function, 179 Show the Start Screen When slow motion formulas,
SHEETS function, 179 This Application Starts 96-97, 419
command (File menu), 10 SMALL function, 237
shortcut keys
cells Show Values As drop-down small reports, centering on
percentage of total, pages, 577
selecting, 49-50
displaying, 339
striking through, 56 SmartArt, 537
running totals/rankings, 340 adding, 539-540
common Windows Ctrl, 47-48
current ranges, selecting, 56 shrinking, ribbon, 20 common elements, 539
data side by side workbook hierarchical, 542
calculating, 51-55 comparisons, 418-419 pictures, adding, 541
entering/ SIGN function, 113 styles
formatting, 51-55 simple variables, adding to existing, changing,
selecting, 49-50 macros, 397 540-541
data set last row, jumping listing of, 538
SIN function, 241
to, 56 social networking accounts,
Single Document
date/time stamps, 57 connecting, 24
Interface, 10
displaying with ToolTips, 57 social security numbers,
SINH function, 241 formatting, 433-434
dollar signs, adding, 57
formulas, copying, 80-81 sizing Solver, 377
3D Maps answers, finding, 377-380
last task, repeating, 57
columns, 516 installing, 377
legacy commands (menus)
panes, 516 premium version, 380
Data, 64-66
errors, measuring, 130-131 website, 377
Edit, 60-61
filter drop-downs, Sort dialog
File, 59-60
resizing, 308 case-sensitivity, 290-291
Format, 62-63
headers/footers, 574 colors, 290
Help, 66-67
images, customizing, 39 icons, 290
Insert, 62
paper sizes, selecting, 566 left-to-right, 291
Tools, 63-64
pictures to fit, 550-552 pivot tables, 356
View, 61-62
reports for printing, 566 unique sequences with
Window, 66
ribbon, 17 custom lists, 291-292
moving between
sparklines, 532-533
worksheets, 56 sorting
navigation, 48-49 SKEW function, 237 collapsed subtotal view,
SKEW.P function, 237 298-299
next corner of selections,
jumping to, 56 data, 289-290
Slicer Settings dialog, 352
print areas, setting, 67 case-sensitive, 290-291
slicers, 351
ranges, defining as tables, 82 color, 290
adding, 351-352
icons, 290
right-click menus, arranging, 352-353
opening, 56 left-to-right, 291
clearing, 353
one-click, 292
selections, extending, 51 items, selecting, 57, 353 troubleshooting, 293
slicer items, selecting, 57 touchable, 12 unique sequences with
SLN function, 227 custom lists, 291-292
SLOPE function, 237 pivot tables, 356
st at ist ical funct ions 627

source formatting, MID, 166 GAMMA.INV, 232


keeping, 27 SEARCH( ), 171 GAMMALN, 232
spacing custom number start screen, dismissing GAUSS, 232
formats, controlling, 436 permanently, 10 GEOMEAN, 233
Sparkline Tools Design tab, statistical functions GROWTH, 233
528-529 AVEDEV, 228 HARMEAN, 233
sparklines AVERAGE, 228 HYPGEOM.DIST, 233
axis values, controlling,
AVERAGEA, 228 INTERCEPT, 233
529-531
BETA.DIST, 229 KURT, 233
customizing, 528-529
BETA.INV, 229 LARGE, 233
data, mapping
BINOM.DIST, 229 LINEST, 234
not adjacent to
original data sets, BINOM.DIST.RANGE, 229 listing of, 228
creating, 524 BINOM.INV, 229 LOGEST, 234
source data/target CHISQ.DIST, 229 LOGNORM.DIST, 234
ranges, 525 CHISQ.DIST.RT, 229 LOGNORM.INV, 234
square data sets, 525 CHISQ.INV, 230 MAX, 234
enlarging, 532-533 CHISQ.INV.RT, 230 MAXA, 234
groups, 524, 526-527 CHISQ.TEST, 230 MEDIAN, 234
labels, 524, 533-534 CONFIDENCE.NORM, 230 MIN, 234
measurement limits, 533-535 CONFIDENCE.T, 230 MINA, 234
missing data, 535 CORREL, 230 MODE.MULT, 234
reversing, 525-526 COVARIANCE.P, 230 MODE.SNGL, 235
types, 523 COVARIANCE.S, 230 NEGBINOM.DIST, 235
win/loss, 531-532 DEVSQ, 230 NORM.DIST, 235
Split by Delimiter dialog, 281 EXPON.DIST, 231 NORM.INV, 235
splitting F.DIST, 231 NORM.S.DIST, 235
columns, 281-282 F.DIST.RT, 231 NORM.S.INV, 235
text, 165-167 F.INV, 231 PEARSON, 235
F.INV.RT, 231 PERCENTILE.EXC, 235
SQRT function, 113, 133
F.TEST, 231 PERCENTILE.INC, 235
SQRTPI function, 113
FISHER, 231 PERCENTRANK.EXC, 236
square brackets ([ ]), 141
FISHERINV, 231 PERCENTRANK.INC, 236
square roots, 133
FORECAST, 231 PERMUT, 236
STANDARDIZE function, 237 FORECAST.ETS, 232 PERMUTATIONA, 236
start_date argument FORECAST.ETS. PHI, 236
(functions) CONFINT, 232 POISSON.DIST, 236
DATEDIF, 151
FORECAST.ETS. PROB, 236
DAYS, 154 SEASONALITY, 232 QUARTILE.EXC, 236
EOMONTH, 154 FORECAST.ETS.STAT, 232 QUARTILE.INC, 236
NETWORKDAYS, 155 FORECAST.LINEAR, 232 RANK.AVG, 237
start_num argument FREQUENCY, 232 RANK.EQ, 237
(functions) GAMMA, 232 RSQ, 237
FIND, 170 GAMMA.DIST, 232
sta tistica l f u n ctio n s
628

SKEW, 237 styles subtraction operator (-), 85


SKEW.P, 237 border, 487 SUM function, 111
SLOPE, 237 cells, 447-449, 487 numbers, adding, 119-120
SMALL, 237 charts, displaying, 493 two-way lookups, 263-264
STANDARDIZE, 237 font color, 487 sum_range argument (SUMIF
STDEV.P, 238 icon sets, 487 function), 135
STDEV.S, 238 numbers, formatting, 487 SUMIF function, 114, 135
STDEVA, 238 R1C1, 398-399 SUMIFS function, 136-137
STDEVPA, 238 SmartArt
SUMPRODUCT function,
STEYX, 238 existing, changing, 114, 241
SUMSQ, 238 540-541
SUMSQ function, 238
SUMX2MY2, 238 listing of, 538
SUMX2MY2 function, 238
SUMX2PY2, 238 strikethrough, 487
SUMX2PY2 function, 238
SUMXMY2, 238 underline, 487
SUMXMY2 function, 238
T.DIST, 238 subscription model (Office
365), 10 sunburst charts, 8
T.DIST.2T, 238
SUBSTITUTE function, survey data, collecting,
T.DIST.RT, 238
119, 171 586-588
T.INV, 239
Subtotal command, 302-303 SYD function, 227
T.INV.2T, 239
SUBTOTAL function, 114 Symbol dialog, 420
T.TEST, 239
multiple levels of totals, Symbol icon, 420
TREND, 239 126-127
TRIMMEAN, 239 symbols, adding, 420
visible cells, totaling, 127
VAR.P, 239 synchronous scrolling,
subtotals 418-419
VAR.S, 239 adding, automatically,
VARA, 239 296-297
VARPA, 239 collapsed view, sorting, T
WEIBULL.DIST, 239 298-299
Z.TEST, 239 copying, 300-301 T function, 119, 175
deleting, 302 table_array argument
status bar
(VLOOKUP function), 196
customizing, 31 formatting, 301-302
multiple fields, 302-303 Table tool, 82-83
numbers, adding, 31
summary page, tables
STDEVA function, 238 data
displaying, 298
STDEV.P function, 238 creating, 368-370
Subtotals command
STDEVPA function, 238 DSUM function, 219-220
adding subtotals
STDEV.S function, 238 automatically, 296-297 random scenarios,
STEYX function, 238 deleting subtotals, 302 modeling, 370-372
storing Group and Outline button data sets, formatting, 6
dates, 137-138 collapsed view, sorting, multiple, joining with Data
files, 24 298-299 Model
copying subtotal rows, benefits, 360
strikethrough style, 487 300-301 data, preparing, 358
formatting subtotal
limitations, 360-361
rows, 301-302
t ext 629

pivot table, TAN function, 241 formatting


creating, 358 TANH function, 241 mini toolbar, 29
relationships, target sales price formula, shortcut keys, 47-48
defining, 359 71-72 functions
second table, ASC, 116
tasks
adding, 359
crossing off, 56 BAHTTEXT, 116
pivot. See pivot tables
last, repeating, 57 CHAR, 116, 163
tabs panes, 17 CLEAN, 117
adding, 35-36 CODE, 117, 164-165
TBILLEQ function, 227
Background Removal, 555 CONCATENATE,
TBILLPRICE function, 227
contextual, activating, 18 117, 158
Data, Get & Transform. See TBILLYIELD function, 228
DOLLAR, 117
Power Query T.DIST function, 238 EXACT, 117, 173
Developer, activating, 17 T.DIST.2T function, 238 FIND, 117, 169-170
Equation Tools Design, 420 T.DIST.RT function, 238 FINDB, 117
File menu, 48 Tell Me What You Want to FIXED, 117
Font (Format Cells dialog), 48 Do box (ribbon), 13-14 JIS, 117
Formulas, 100 templates, 502 LEFT, 117, 165-166
Header & Footer Tools Design testing LEFTB, 117
automatic, adding, 571 cell values, 189 LEN, 117, 167
custom headers/ text case, 173 LENB, 117
footers, 572 listing of, 116
text
pictures/watermarks, any character, generating, LOWER, 118, 159
572-573 162-164 MID, 118, 166
print settings, 564 case MIDB, 118
scaling, 574 converting, 158-160 NUMBERVALUE, 118
keyboard accelerators, 44 testing, 173 PHONETIC, 118
Page Layout characters PROPER, 118, 160
page breaks, 569 codes, 164-165 REPLACE, 118
print settings, 563 locating, 168-171 REPLACEB, 118
Picture Tools Format number of,
REPT, 118, 171-172
calculating, 167
Artistic Effects fly- RIGHT, 118, 166
replacing, 171
out, 554 RIGHTB, 118
custom number formats,
Compress Pictures, 557 SEARCH, 118, 169-171
controlling, 436
Corrections drop- SEARCHB, 118
date conversions, 147
down, 552
filters, 312 SUBSTITUTE, 119, 171
Picture Styles
flow in ranges, formatting, T, 119, 175
gallery, 554
456-457 TEXT, 119, 173-175
Send Backward/
Send Forward fonts TRIM, 119, 160-162
commands, 558 bold/italic/underline, UNICHAR, 119, 163
Size group, 550-552 440-441 UNICODE, 119, 164-165
size, formatting, 439
rolling through, 16 UPPER, 119, 160
typefaces,
Sparkline Tools Design, VALUE, 119, 175
changing, 440
528-529 YEN, 119
te x t
630

joining, 90-91, 158 third-party ribbon tools


leading/trailing spaces, customization programs, 37 Goal Seek, 376-377
deleting, 160-162 thousands separators, 431 Insert Equation, 11
numbers, formatting as, three-icon sets, 470 pivot table, disappearing, 332
173-175 Power View, 365
TIME function, 115, 146
repeating, 171-172 Quick Analysis, 293-294
Timeline control, 353
rotating, 446-447 Scenario Manager, 372-374
times
separating based on multiple scenarios,
3D Maps, 516-517
delimiters, 421-422 adding, 375
breaking apart, 143-144
specified values formatting results, comparing, 373
rule, 480-481 calculating, 146
Scenario Manager
splitting, 165-167 converting text times to real
dialog options, 373
times, 148-149
symbols, adding, 420 scenarios, setting
current, calculating, 142-143
wrapping in cells, 455 up, 374
custom number formats,
text argument (functions) summary report,
437-438
LEFT, 165 creating, 375
elapsed, calculating, 151-154
LEN, 167 Solver, 377
formatting, 139-142, 432
LOWER, 159 answers, finding,
functions 377-380
MID, 166
DATEDIF, 151-153 installing, 377
PROPER, 160
DAYS, 154 premium version, 380
REPT, 172
HOUR, 114, 144 website, 377
RIGHT, 166
listing of, 114 Table, 82-83
SUBSTITUTE, 171
MINUTE, 115, 144 what-if analyses, 367-368
UPPER, 160
NOW, 115, 142-143 random scenarios,
text boxes, 537, 546 SECOND, 115, 144 modeling, 370-372
TEXT function, 119, 173-175 TIME, 115, 146 two-variable tables,
Text That Contains rule, TIMEVALUE, 115, creating, 368-370
480-481 148-149
Tools menu, legacy
text1 argument (EXACT TODAY, 142-143 commands, 63-64
function), 173 negative, 41 ToolTips
text2 argument (EXACT stamps, 57 Excel Options dialog, 38
function), 173 Format Painter, 15
TIMEVALUE function, 115,
themes 148-149 functions, 103
applying, 453 shortcut keys, displaying, 57
T.INV function, 239
colorful, 5
T.INV.2T function, 239 Top 10 filter, 350-351
components, 451
creating, 452 TODAY function, 115, Top 10 Filter dialog, 350
colors, 452 142-143
top/bottom rules (conditional
fonts, 452 toolbars formatting), 474-475
effects, 452 formula bar, 30
totaling visible cells, 127
Office, 450 mini, 29
touch mode
saving, 453 Quick Access. See QAT slicers, 12
selecting, 451 white space around icons,
sharing, 453 adding, 26
values 631

Touch/Mouse Mode tracing precedents, unit argument (DATEDIF


command (QAT), 26 94-95 function), 151
tours (3D Maps), 518 Watch Window unit values (DATEDIF
tracing screen, 96 function), 151
dependents, 96 sorting data, 293 unpivoting data (Power
precedents, 94-95 TRUE function, 178 Query), 283-284

trailing spaces, deleting, TRUNC function, 114 unsaved workbooks


160-162 recovering, 24
Trust Center, 37
Links tab, 252-253 worksheet links, creating, 252
transforming data
Flash Fill, 288 trusted documents settings, Update Links dialog, 254
coaching, 288 39-40 UPPER function, 119, 160
dates, 289 trusted document settings,
mathematical 39-40
transformation, 288
V
trusted locations,
troubleshooting, 289 customizing, 41 valid names, 257
Power Query. See Power T.TEST function, 239 value argument (TEXT
Query
Tufte, Edward, 523 function), 174
TRANSPOSE function, 181, Tukey, John, 499 #VALUE! error, 88
210-211
turning on/off Value Field Settings dialog,
transposing automatic daily date 330, 339
data, 27 grouping, 335 Value Filters fly-out, 346-347
formulas, 273-276 filter drop-downs, 304 VALUE function, 119, 175
TreeMaps, 8 two-variable what-if tables, value1 argument (LOOKUP
TREND function, 239 creating, 368-370 function), 192
trigonometry functions, 240 two-way lookups, 263-264 value2 argument (LOOKUP
TRIM function, 119, 160-162 TYPE function, 179 function), 192
TRIMMEAN function, 239 values
above/below average,
troubleshooting U formatting, 481
AutoSum errors in
macros, 399 based on ranges, finding,
unary minus operator (-),
193-194
disappearing pivot table 85-86
tools, 332 blank cells in value
underline shortcut key, 48
columns, 332
Flash Fill, 289
underline style, 487 cells
formulas
underlining text, 440-441 shapes, displaying, 543
direct precedent cells,
displaying, 94 undo shortcut key, 47 testing, 189
displaying/hiding, 93-94 UNICHAR function, 119, 163 copying/pasting, 27
errors, 88 UNICODE function, 119, distinct, counting, 361
partial evaluations, 97 164-165 duplicate, identifying, 479-480
slow motion union operator (,), 85 errors, replacing when
evaluations, 96-97 unique values, identifying, printing, 577
tracing dependents, 96 479-480 exact, finding, 194-196
formulas, compared, 70
v a lu e s
632

honing in on with Goal Seek, VBE (Visual Basic Editor) multiple colors, 490
376-377 macros, editing, 391 options, 464-465
matching position, finding, referencing previous pivot tables, creating,
198-199 worksheets in formulas, 489-490
names, assigning, 266 269-270 subsets of cells,
pivot tables, displaying VDB function, 228 displaying, 468
percentage of total, 339 vertical lookup. See icon sets, 470-471
running totals/ VLOOKUP function mixing icons, 473
rankings, 340 vertical ranges, transposing, number alignment,
scenarios, adding, 374 210-211 472-473
sparkline axis, controlling, videos (3D Maps), 518 setting up, 471
529-531
View menu commands VLOOKUP function, 181,
text, 480-481 legacy shortcut keys, 61-62 193-197
unique Window, View Side by arguments, 196
finding, 317-318 Side, 418 exact values, 194-196
identifying, 479-480 simplifying with names, 265
views. See also displaying
zero, displaying, 40 Backstage two lists, matching, 196-197
VARA function, 239 closing, 24 values based on ranges,
opening, 23 finding, 193-194
variables (macros)
object, 397 collapsed subtotal, sorting, VP of Engineering org
simple, 397 298-299 charts, 542
Normal, 32, 576-577 VP of Manufacturing org
VAR.P function, 239
Page Break preview, 32, 564 charts, 542
VARPA function, 239
Page Layout, 32 VP of Sales org charts, 542
VAR.S function, 239
Normal view, compared,
VBA (Visual Basic for 576-577
Applications), 392
print settings, 564
W
collections, 393
printing, 576-577 warnings, trusted document,
Help, 395
Power View tool, 365 39-40
macros. See macros
Print Preview full-screen, Watch Window dialog, 417
methods, 393
564, 566
objects, 393 Watch Window screen, 96
switching between, 32
parameters, 393-395 watching cells, 417-418
VisiCalc, 398 waterfall charts, 8, 500
properties, 396
recorded code, analyzing, Visual Basic Editor. See VBE watermarks, adding, 572-573
396-397 Visual Basic for Applications. Web functions, 223
syntax, 392-393 See VBA
web workbooks
variables visualization features, creating, 584-585
object, 397 463-464
sharing, 586
color scales, 468-470
simple, 397
data bars WEBSERVICE function, 223
visible cells only, selecting,
creating, 465 websites
414-415
customizing, 466-467 Able2Extract review, 589
examples, 464 Axel font family, 452
worksheet s 633

Excel MVP Andy Pope, 37 marking as final, 25 column widths, 443-444


Solver, 377, 380 missing linked, 253 comments, 457-458
WEEKDAY function, 116, navigating, 258-259 copying formats across
149-150 new, creating, 23 worksheets, 461
WEEKNUM function, 116, 151 number of recent visible, copying/pasting
setting, 40 formats, 459-460
WEIBULL.DIST function, 239
OneDrive currency, 432
what-if analyses, 367-368
accessing, 580 dates/times, 432
random scenarios, modeling,
370-372 group editing, 580-584 default fonts, 454-455
two-variable tables, creating, PDFs font size, 439
368-370 creating, 589 font typefaces, 440
pasting data back to Format Cells dialog,
white space (icons),
Excel, 589 427-428
adding, 26
printing, 576 Format Painter, 460-461
widget production model
recent workbooks list, fractions, 433
(Solver), 377-380
clearing, 24
individual characters,
width argument (OFFSET sharing, 24 453-454
function), 205
unsaved merging cells, 444-446
widths (columns)
links, 252 numbers. See
copying pasting, 27
recovering, 24 formatting, numbers
formatting, 443-444
web pasting conditional
win/loss charts, 523 creating, 584-585 formats, 460
win/loss sparklines, 531-532 sharing, 586 row heights, 443-444
Window, View Side by Side windows, closing, 48 text, rotating, 446-447
command (View menu), 418 text flow in ranges,
WORKDAY function, 116,
Window menu legacy 456-457
154-156
commands, 66 themes. See themes
WORKDAY.INTL function,
Windows Ctrl shortcut 116, 156-157 traditional icons, 427
keys, 47-48 wrapping text in
workdays, calculating,
within_text argument cells, 455
154-157
(functions) zip codes/phone
FIND, 170 worksheets
numbers/social
active, printing, 575
SEARCH, 171 security numbers,
auditing, 422-423 433-434
WordArt, 537, 545 displaying side by side, formulas, documenting,
workbooks 245-247 204-205
closed, linked workbooks, 253 formatting links, 245-246
closing, 24 aligning cells, 438-439 closed workbooks, 253
comparing side by side, benefits, 425-427 creating with Alternate
418-419
bold/italic/underline, Drag-and-Drop
displaying two on two 440-441 menu, 249
monitors, 10
borders, 441-442 creating with
external, linking to formulas, 251
cell styles, 447-449
worksheets, 251
centering cells, 444-446 creating with Links tab,
information, displaying, 23-25 252-253
coloring cells, 442-443
wo rk sh e e ts
634

creating with YEN function, 119


mouse, 250 YIELD function, 228
creating with Paste YIELDDISC function, 228
Options menu, 246-248
YIELDMAT function, 228
external workbooks, 251
yy date format, 139
missing workbooks, 253
unsaved yyy date format, 139
workbooks, 252 yyyy date format, 139
Update Links dialog,
suppressing, 254
names
Z
benefits, 259 zero values, displaying, 40
defining, 259 zip codes, formatting,
referencing, 260 433-434
returning, 191 Zoom dialog, 31
navigating Zoom In/Out buttons, 31
icons, 29 zooming in/out
moving between, 56 3D maps, 506-507
name box, 258-259 worksheets, 31
PDFs
Z.TEST function, 239
creating, 589
pasting data back to
Excel, 589
protecting, 421
referencing previous in
formulas, 269-270
zooming in/out, 31
wrapping text (cells), 455

X
XIRR function, 228
XNPV function, 228
XOR function, 178

Y
y date format, 139
year argument (DATE
function), 145
YEAR function, 116, 144
Year slicer, 353
YEARFRAC function, 116

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