book

Special Edition Using® Microsoft® Office Excel 2003

Name: Special Edition Using® Microsoft® Office Excel 2003
Author: Patrick Blattner
ISBN: 9780789729538

by Patrick Blattner

September 2003

Beginner

984 pages

22h 34m

English

Que

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Copyright
Dedication
About the Author
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Introduction
New Features and Enhancements in Excel 2003How This Book Is OrganizedPart I: Getting Started with Excel 2003Part II: Formatting and Printing Excel WorksheetsPart III: Using Formulas and FunctionsPart IV: Using Excel’s Analysis ToolsPart V: Creating and Modifying ChartsPart VI: Using Excel in BusinessPart VII: Integrating Excel with Other ApplicationsWeb ContentConventions Used in This BookText ConventionsSpecial Elements“Signature” TipsNotesCautionsTroubleshootingExcel in PracticeCross-References
I. Getting Started with Excel 2003
1. Getting Around Excel
Starting and Exiting the Excel ProgramIdentifying Workbook ElementsUsing ScreenTips and What’s This? HelpThe New Workbook Task PaneHelp, Search, and Clip-Art Task PanesViewing ToolbarsWorking with Excel MenusWorking with Shortcut MenusWorking with WorkbooksColoring Workbook TabsInserting SheetsNaming WorksheetsRearranging WorksheetsGrouping and Ungrouping SheetsUsing Worksheet Keyboard ShortcutsAccessing Cells with Go ToUnderstanding Cell BasicsEntering TextLabeling Columns and RowsAdjusting Column Width and Row HeightSaving Excel DataPerforming a First-Time SaveSaving Your Workbook with a Password and File EncryptionDocument RecoverySaving Excel Files in Alternative FormatsSaving an Excel Workbook as a Reusable TemplateCreating Template ContentStarting a New Workbook from a TemplateControlling Your Worksheet ViewSwitching Between Open WorkbooksFreezing Columns and RowsSplitting the ScreenHiding and Unhiding Rows and ColumnsTroubleshootingViewing More Sheet TabsDistinguishing One Version of a File from AnotherCreating a Template from an Existing WorkbookWhy Save to the Templates Folder?Excel in Practice
2. Spreadsheet Basics
Selecting CellsSelecting Columns and RowsSelecting Noncontiguous RangesSelecting Ranges on Grouped WorksheetsNaming Ranges for Fast AccessTroubleshootingRange Naming ErrorsDeselecting Grouped SheetsExcel in Practice
3. Editing Spreadsheets
The Clipboard ViewerEditing with the KeyboardEditing a Group of CellsEditing Using the Formula BarMoving Cell Content with Drag and DropCopying Cell Content with Drag and DropCreating a Data SeriesCreating a Custom Fill SeriesCreating a Custom Fill to Define Linear or Growth TrendsCreating a Custom List or SeriesReplacing DataTracking Changes Made by Multiple UsersEnabling and Disabling Revision TrackingAccepting and Rejecting ChangesUsing Comments to Explain Cell ContentLinking Excel DataEstablishing Links Between Worksheets or WorkbooksUpdating Links to a WorkbookLocking Linked External DataRedirecting LinksBreaking Links Between FilesTroubleshootingUnaccepting Accepted ChangesExcel in Practice
II. Formatting and Printing Excel Worksheets
4. Applying Number and Date Formats
Applying Common Numeric Formats from the ToolbarApplying Built-In FormatsFormatting the Date and TimeFractionsSpecialCreating Custom FormatsWorking with Date and Time Formatting CodesWorking with Number and Text Formatting CodesApplying Custom CurrencyWorking with Large NumbersPasting In Custom CharactersCreating Custom Conditions CodesRepeating CharactersExcel in Practice

5. Formatting and Printing
Why Change the Formatting?Using the Formatting ToolbarUsing the Format Cells Dialog BoxChanging the Font, Point Size, and Font StylesChanging the FontSetting the Point SizeAdding Font StylesFormatting Individual CharactersResetting Excel’s Default FontWorking with StylesEditing the Default StylesCreating and Applying Custom StylesMerging Styles from One Workbook to AnotherFormatting Titles with Merge and CenterAdjusting Alignment Within Cells, Columns, and RowsAligning Cell ContentRotating and Wrapping TextApplying and Drawing Borders and ShadingUsing Borders EffectivelyUsing Colors, Patterns, and Textured FillsUsing AutoFormat to Enhance Your WorksheetsUsing the Drawing ToolbarOrdering, Grouping, Moving, and Resizing Drawn ObjectsChanging the Order of Overlapping Drawn ObjectsGrouping Drawn Shapes and LinesCombining Drawing Tools with Charts and WorksheetsLaying a Chart on a BevelPrinting a WorksheetSelecting a PrinterChoosing the Print RangePreviewing the Print JobUsing Page Break PreviewWorking with Page Setup OptionsWorking with OrientationScaling the PrintoutChoosing a Paper SizeAdjusting Print QualitySetting Worksheet MarginsSetting Header and Footer MarginsCentering the Worksheet on the PageCreating Headers and FootersEntering Header and Footer ContentInserting Header and Footer FieldsWorking with Sheet SettingsSelecting a Print AreaTroubleshootingChanging the Default Font for the Active WorkbookCreating Permanent StylesWhere Did the Worksheet Title Go?Excel in PracticeMedia MatrixMedia PlanSlider ChartsInclusion Matrix with WebdingsOther Formatting Tips
III. Using Formulas and Functions
6. Function Fundamentals
The Basic Parts of a FormulaFunctions Versus FormulasArgumentsOperatorsOperator OrderUsing Arithmetic Operators for Simple MathControlling the Order of OperationsNesting Calculations Within a FormulaCustom FunctionsApplying a Name to a RangePasting a Named Range in a FormulaUsing the AutoSum FeatureEditing FormulasDragging a Range Border to Change a ReferenceTyping References Directly into a FormulaWriting Multiple Copies of a FormulaCopying Formulas with AutoFillEntering Multiple Formulas All at OnceUsing AutoCalculate for Quick TotalsInterpreting Formula Error MessagesRelative Versus Absolute ReferencingUsing the Watch WindowReferencing Values in Other Worksheets and WorkbooksReferencing Other WorksheetsApplying Cubed FormulasReferencing Other WorkbooksUpdating Values in Referenced WorkbooksTroubleshootingCommon Formula ErrorsTransposing Ranges with FormulasAutoSum Won’t Summarize the Entire List of NumbersExcel in Practice
7. Database Functions
Database Functions Overview and SyntaxDAVERAGEDCOUNTDGETDMAXDMINDPRODUCTDSUMGETPIVOTDATATroubleshootingInserting PivotTablesExcel in Practice
8. Date and Time Functions
Date and Time Functions OverviewDATEDAYS360EDATEMONTHNETWORKDAYSTODAYWEEKDAYYEARTroubleshooting#VALUE Using SUM(MONTH#VALUE FROM NETWORKDAYSExcel in Practice
9. Engineering Functions
Engineering Functions OverviewBESSELIBIN2DECCOMPLEXCONVERTDEC2BINDELTAGESTEPHEX2BINIMCONJUGATEIMPOWERIMPRODUCTIMSUBIMSUMOCT2BINTroubleshootingI Need to Convert One Number to Another Form of Measurement.I Get Errors for Most of the Functions Covered in This Chapter.Excel in Practice
10. Financial Functions
Financial Functions OverviewACCRINTACCRINTMCOUPDAYBSCOUPDAYSCOUPNCDCOUPNUMCUMIPMTDISCDURATIONFVIPMTMDURATIONNPERNPVODDFPRICEPMTPRICEPVRATERECEIVEDTBILLPRICETBILLYIELDYIELDYIELDMATTroubleshootingWhen I follow the instructions for creating a formula using many of these functions I Get a #NAME? error.Excel in Practice
11. Information Functions
Information Functions OverviewCELLCOUNTBLANKERROR.TYPEINFOIS FunctionsISBLANKISNUMBERTroubleshootingActivating CellsActivating an ArrayISERRORExcel in Practice
12. Logical Functions
Logical Functions OverviewANDIFNOTORTroubleshootingRelative Timeline ReferencesExcel in Practice
13. Lookup and Reference Functions
Lookup and Reference Functions OverviewCHOOSEHLOOKUPINDEX (Array Form)INDEX (Reference Form)Using the Lookup WizardLOOKUP (Array Form)LOOKUP (Vector Form)OFFSETAuto Update Charts Using the OFFSET FunctionTRANSPOSEVLOOKUPTroubleshootingVLOOKUP MatchingExcel in Practice
14. Math and Trigonometry Functions
Math and Trigonometry Functions OverviewABSACOSASINCOMBINCOUNTIFDEGREESLNMODEPERMUTPIRANDROMANSQRTSUBTOTALSUMSUMIFTANTroubleshootingQuick SumCreating Quick Relative Versus AbsoluteExcel in Practice
15. Text Functions
Text Functions OverviewCONCATENATEEXACTFINDFIXEDLENLOWERMIDPROPERRIGHTAdd st, nd, rd, and th to the End of NumbersSUBSTITUTETRIMUPPERTroubleshootingText in FormulasExcel in Practice
16. Statistical Functions
Statistical Functions OverviewAVERAGEBINOMDISTCHIDISTCONFIDENCECORRELCOUNTCOUNTAReturning the Last Record EnteredCOUNTBLANKCOUNTIFCOVAREXPONDISTFDISTFORECASTFREQUENCYGEOMEANGROWTHINTERCEPTLARGELINESTLOGESTMAXMEDIANMINMINAMODENORMDISTNORMINVPERCENTILEPERCENTRANKPOISSONRANKSLOPESMALLSTDEVSTDEVATRENDVARVARATroubleshootingDo you have a large list where you need to find the most common occurrence of a number?How do I find the largest value in a range?Excel in Practice
IV. Using Excel’s Analysis Tools
17. Setting Up a List or Database in Excel
Using Excel as a Database ProgramBuilding an Effective ListTransposing List Data with the Paste Special CommandTransposing Tables with Formulas (Without Absolute Referencing)Setting Up Date-Driven ListsCreating Structured Lists from Data Contained in One CellWorking with the Data FormViewing and Printing the ListKeeping the Field Names from ScrollingArranging Multiple WindowsInserting Data Ranges into a ListEstablishing Custom ViewsTroubleshootingFreeze PanesUnique RecordsExcel in Practice
18. Using Excel’s Data-Management Features
Data Management in ExcelUsing Conditional Formatting with ListsUsing Formulas with Conditional FormattingUsing Formulas with Conditional Formatting to Create TimelinesManaging Data Using Text To SpeechSorting a ListFiltering a ListManaging the List with AutoFiltersCreating a Custom AutoFilterUsing the Advanced FilterCopying Records to a New LocationSelecting Unique RecordsAdding Form Controls to Your WorksheetsUsing Controls with Calculation TablesUsing Controls with ChartsControl CharacteristicsTroubleshootingIntersecting Points in Lists or TablesComplex FormulasFormulas Are Slowing Down the WorkbookParsing a List of NamesExcel in Practice
19. Outlining, Subtotaling, and Auditing Worksheet Data
Organizing and Auditing Your DataGrouping or Outlining DataGrouping DataGrouping Summary TablesCreating an Auto OutlineClearing the OutlineChanging the Outline SettingsConsolidating DataCreating Automatic SubtotalsValidating and Auditing Data EntryData ValidationCircling Invalid DataAuditing Precedents, Dependents, and ErrorsTroubleshootingDisplaying Tracer ArrowsAuto Outline Doesn’t WorkExcel in Practice
V. Creating and Modifying Charts
20. Building Charts with Excel
An Overview of Excel ChartsChart BasicsChart TermsCreating Charts with the Chart WizardSelecting the Chart TypeSpecifying the Chart Source DataChoosing the Chart OptionsChart TitlesAxesGridlinesLegendData LabelsData TableChoosing a Chart LocationEmbedded ChartsCreating the Chart on a Separate Chart SheetExcel Chart TypesColumn ChartsBar ChartsLine ChartsPie ChartsDoughnut ChartsScatter ChartsArea ChartsRadar ChartsSurface ChartsBubble ChartsStock ChartsCylinder, Cone, and Pyramid ChartsCustom ChartsCreating a Personalized Custom ChartPrinting ChartsTroubleshootingSelecting a Chart ElementChanging a Chart Sheet to an Embedded ChartEliminating the Legend BorderSaving a Formatted Chart As a Custom ChartAdding a TrendlineAdding Data LabelsExcel in Practice
21. Modifying Excel Charts
Options for Improving Your ChartsMoving and Resizing Embedded ChartsSelecting Parts of a Chart for EditingChanging the Chart TypeChanging a Data SeriesSelecting a Data Series or Data Point in a ChartRemoving a Series from a ChartAdding or Adjusting Source DataAdding Data Points or Data SeriesChanging the Data SourceAdding a Secondary Axis to the ChartValue Axis ScalingChanging the Maximum, Minimum, and Tick Mark ValuesResizing the Plot AreaChanging the OriginCategory Axis ScalingRepositioning the AxesChanging Tick Marks and LabelsChanging the Series OrderReversing the CategoriesReversing the ValuesAdding a Trendline to a Data SeriesFormatting the TrendlineTrendline OptionsTroubleshootingChanging the Maximum Value for the Value AxisChanging the Chart Type of a Data SeriesAdding Data to a ChartCharting Dramatically Different Values on the Same ChartCustomizing Tick MarksExcel in Practice
22. Formatting Charts
An Overview of Formatting ChartsFormatting Lines: Axes, Tick Marks, High/Low Lines, and Error BarsFormatting the Y-Axis, Secondary Y-Axis, and Z-AxisFormatting Axis LabelsAdding High/Low LinesAdding Error BarsFormatting Text: Data Labels, Titles, Legends, and Text BoxesAdding and Formatting Data LabelsAdding and Formatting Chart TitlesFormatting the LegendInserting and Formatting Text on a ChartEnhancing Charts with ShapesFormatting Data SeriesChanging the Series OrderPlotting Data on the Secondary AxisExploding Pie SlicesChanging the Data Series Angle in Pie or Doughnut ChartsFormatting a Data PointChanging the Border, Color, or Fill of a Chart ItemFill EffectsUsing Pictures as BackgroundsFormatting 3D ChartsFormatting the Walls of a 3D ChartFormatting the Floor of a 3D ChartFormatting the Data Series of a 3D ChartFormatting the 3D ViewTroubleshootingEliminating the Axis While Keeping Axis LabelsEliminating Borders and BackgroundsFormatting a Single Data PointOffsetting the CategoriesEliminating Data Label BackgroundsReducing the Number of Units in a PictureExcel in Practice
23. Professional Charting Techniques
Formatting Charts for a Professional LookKey Elements in Professional FormattingAdding Pictures and Shapes to ChartsCombining Charts, Pictures, and Drawing ObjectsAdding a Draft Stamp or Watermark with WordArtPositioning Charts Over ShapesCreating Column DepthWorking with the Secondary Axis, Overlap, and Gap WidthSingle Stacked ThermometersPie Chart TechniquesSpinning the Pie ChartOrganizing Pie Charts to Tell a StoryAdvanced Parsing of Pie ChartsUsing Fill Effects to Show Variance in 3D ChartsUsing Form Controls with ChartsCreating Chart Models with Form Control Combo BoxesCreating Advanced Chart Models with Combo BoxesCreating Chart Models with Filters and SubtotalsStacking Multiple ChartsCreating Cost and Production Curves with Charts for VarianceLinking Chart Text to Worksheet CellsCharting Hidden DataCreating Effective Multiple-Combination ChartsVisual Display in ExcelCombining Charts, Worksheets, Text, and TimeCreating a Custom L-Bar AxisBuilding Single-Stack ChartsStacked Charts with Series LinesDetailed Time Analysis with AnnotationAdvanced Bar Chart FormatsAdvanced Analytical Chart FormatsCreating Lifetime Profitability/Breakeven ChartsTroubleshootingMoving Category LabelsInvisible Data SeriesMoving a Chart with ObjectsAligning Chart Labels with GridlinesExcel in Practice
VI. Using Excel in Business
24. Using PivotTables and PivotCharts
Understanding PivotTablesUsing the PivotTable and PivotChart WizardLaying Out the PivotTableSetting PivotTable OptionsNaming the PivotTableAdding TotalsApplying AutoFormatsDisplaying LabelsControlling the LayoutHandling Errors and Empty CellsSource Data OptionsCreating PivotChartsModifying PivotTables and PivotChartsDragging Fields in a PivotChartHiding Field DataShowing and Hiding DetailPerforming Calculations on a PivotTableHiding Columns or RowsDrilling Down in a FieldDragging a Field for a Page ViewAudit Your TotalsWorking with Dates in PivotTablesCreating a PivotTable from Multiple RangesSaving and Editing PivotTables in HTML FormatTroubleshootingEnabling DrilldownGrouping PivotTable DatesViewing the Data Behind PivotTable SummariesExcel in PracticeGrouping Data in Pivot TablesManaging Employee Hours and Costs with PivotTables
25. Using Analysis Tools: Goal Seek, Solver, and Data Tables
Analyzing Your Data with ExcelUsing Goal SeekUsing SolverUsing Solver with Gantt ChartsA Multiple-Project Solver ScenarioCreating Amortization Tables to Calculate Mortgage PaymentsCreating Active Tables with SpinnersMultiple-Variable TablesAdding Scrollbars to the Mortgage TableUsing the Analysis ToolPak Add-InExcel in Practice
26. Using Excel in Business
Important Tools for Any BusinessSell In Versus Sell ThroughChannel VelocityCascading SchedulesReverse SchedulesSumming the Total VelocityAutomating Projected Cash FlowsTransposing Tables with Formulas (Without Absolute Referencing)Averaging Positive Numbers Only in a RangeAuto Lookup the Last Number in a ColumnP&L—Direct ContributionFinancial RatiosLiquidity RatiosActivity RatiosProfitability RatiosCoverage RatiosResource PoolsBuilding Custom FunctionsProducing a Line-Item Milestone Management ChartConditional Formats to Show Progress Against BaselineRamping Up Production on a Single Line ItemValue ChainsCreating a Market Opportunity Value ChainCreating a Strategic Risk Factor Value ChainValue MatricesCreating a 2D MatrixCreating a 3D MatrixExcel in Practice
27. Customizing Excel to Fit Your Working Style
Why Customize Excel?Changing the Default Excel SettingsWeb Options ButtonChanging Workbook SettingsChanging the Color PaletteHiding Parts of the WorkbookHiding SheetsHiding or Changing the Display of Zero ValuesHiding Cell EntriesChanging the Excel Window SettingsAdding and Removing ScrollbarsCustomizing the Status Bar for Quick AnalysisRecent Option TabsModifying ToolbarsDeleting Buttons from ToolbarsDisplaying Text on ButtonsChanging the Button ImagesAssigning HyperlinksAssigning MacrosBuilding Custom ToolbarsDeleting and Resetting Toolbars and ButtonsCustomizing the Excel MenusCreating a Custom MenuTurning Personalized Menus On and OffTroubleshootingRetrieving Deleted MenusExcel in Practice
VII. Integrating Excel with Other Applications
28. Building Presentations with Excel
Using Excel with Other Microsoft Office ProgramsCopying Excel Data to a Word DocumentPasting Excel Data as a Word TableFormatting Excel Data in a Word DocumentCopying Excel Data to a PowerPoint PresentationUsing Excel Ranges in a PowerPoint SlidePasting Excel Ranges into a PowerPoint SlideLinking Excel Data to Your PowerPoint SlidePasting a PivotTable into PowerPointPasting a Chart Over Images in PowerPointPasting Excel Images and Objects in PowerPointPasting Excel Data in a PowerPoint DatasheetCopying Word and PowerPoint Data to an Excel WorksheetAdding Word Text to an Excel WorksheetSorting and Filtering Table DataCombining Word, Excel, and PowerPoint Files with HyperlinksCreating a HyperlinkUsing Hyperlinks to Access a Range of CellsUpdating HyperlinksDeleting HyperlinksTroubleshootingUpdating Links Between FilesEditing an Existing HyperlinkFixing Invalid HyperlinksExcel in Practice
29. Using Excel with Access and Other Databases
Using Excel with Database SoftwareUsing Access to Complement ExcelWhen to Use Access Instead of ExcelSending Excel Data to Access for Further AnalysisCopying Data Using Copy and PasteImporting/Exporting Excel Data with the Import Spreadsheet WizardLinking Data Using the Link Spreadsheet WizardExporting Excel Data into Other DatabasesRetrieving Data from Access and Other Relational DatabasesWhere Corporate Data Is Found: Relational Databases and ODBCQuerying the Database with the Query WizardChoosing the Data SourceCreating an ODBC Data Source DefinitionSelecting the Right Information: Choosing ColumnsSelecting the Right Information: Filtering DataSorting the DataThe Last Step: Saving the Query for ReuseUsing Microsoft QueryWhen to Use Microsoft QueryStarting Microsoft QueryChoosing Which Database Tables to UseCreating JoinsSelecting Which Table Columns to UseLimiting Which Information Is ReturnedAdding Counts and TotalsManaging Database Data in ExcelRefreshing DataRerunning and Modifying QueriesImporting Data from Text FilesUsing the Convert Text to Columns WizardTroubleshootingCopying Visible Cells OnlyWhen Access Can’t Create an IndexExcel in Practice
30. Retrieving Data from OLAP Servers
What Is OLAP?Server Versus Client OLAPCreating an OLAP Data Source DefinitionCreating an OLAP PivotTableUsing OLAP PivotTablesUsing OLAP PivotChartsSaving Offline Cubes from Server CubesPerforming OLAP Analysis on Database DataStarting the OLAP Cube WizardSelecting Cube MeasuresOrganizing Data into HierarchiesSaving the CubeUsing the CubeExcel in Practice
31. Recording and Editing a Macro
Create Your Own Commands with MacrosWhat Is a Macro?Why Create Your Own Commands?Creating a Macro with the Macro RecorderWhat You Should Consider Before RecordingMacro Storage OptionsAbsolute Versus Relative RecordingRecording a MacroWhere Are Macros Saved?Opening Workbooks That Contain MacrosMacro PlaybackUsing the Macro Dialog BoxAssigning a Keyboard ShortcutAssigning a Macro to a Toolbar or MenuCreating a New Toolbar or Menu for MacrosAssigning a Macro to a Graphic ObjectEditing a MacroExample: Editing a Sheet-Naming MacroDeleting Macros, Custom Buttons, and Custom Menu ItemsMacros to Help You Work FasterTroubleshootingIncreasing Macro Playback SpeedRuntime ErrorsExcel in PracticeApplying Custom HeadersCreating an AutoFit Column Macro
32. Creating Interactive Excel Applications with VBA
Why Write Macros Rather Than Record Them?Introduction to Object-Oriented ProgrammingObjectsCollectionsMethodsPropertiesFunctionsPutting It All TogetherVariables and ConstantsWhat Is a Variable?What Is a Constant?Understanding the Visual Basic EditorGetting Help with Visual BasicVBA ProceduresCreating a Nonrecorded ProcedureCreating a Function ProcedureCreating a Function to Calculate the Number of Days in a MonthCreating a Percent Change FunctionControl StructuresDecision-Making StructuresLoopsCode-Writing TipsUsing the Auto List Members and Auto Quick InfoWriting Easy-to-Read CodeCommenting CodeDebuggingCompiling a ProjectStepping Through Code Using the Step Command and BreakpointsThe Immediate WindowWatching Variables and ExpressionsAutomatic Execution of VBA CodeExcel in Practice
VIII. Appendix
A. What’s on the CD
What is WOPR?WOPR CommanderEnveloperWorkBarFileNew PopupFloppyCopyLookup Zip+4Insert PictureTask Pane CustomizerImage Extractor/EditorDocument NotesDate and Time ToolsPopup Contacts ListQuickMarksShow/Hide AllFormatting ToolbarModule ToolsCity2Airport Smart TagsWOPR Updater!LITTLE WOPRs LIBRARYInstalling WOPR 2003Security ConsiderationsTech Support

Overview

Does your life play out in a spreadsheet? Are numbers in columns and rows what make or break you in the work world?

If you answered yes to either of these questions, then Special Edition Using Microsoft Office Excel 2003 is the book that will make it all better. Learn quickly and efficiently from a true Excel master using the tried and true Special Edition Using formula for success. Here, you'll find information that's undocumented elsewhere - even in Microsoft's own Help systems. You'll learn from finely crafted, real-life examples built by an author who lives and dies by the integrity of his spreadsheets.

Unlike most CDs pasted into the back of computer books, this is one that rivals the book in terms of value. You receive a FREE copy of Woody's Office Power Pack (WOPR) - the #1 enhancement to Office. This software sells for $49.99 and you get it for free here...no strings attached.

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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