book

Excel 2016 In Depth

Name: Excel 2016 In Depth
Author: Bill Jelen
ISBN: 9780134386898

by Bill Jelen

December 2015

Beginner to intermediate

1050 pages

17h 16m

English

Que

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About This E-Book
Title Page
Copyright Page
Contents at a Glance
Contents
About the Author
Dedication
Acknowledgments
We Want to Hear from You!
Reader Services

Introduction
How This Book Is OrganizedConventions Used in This BookText ConventionsSpecial Elements
I: The Excel Interface
1. What’s New in Excel 2016 (and 2013)
Color Returns to the Excel InterfaceThe Data Model from Excel 2013 Is the Most Important Feature in 2016Clean Your Data with Power QueryPivot Your Data on a Map with 3D MapsView Your Data Using Six New Chart TypesForecast the Future Using a Forecast SheetImportant Features from Excel 2013Displaying Two Workbooks on Two MonitorsDismissing the Start Screen PermanentlyUsing the Subscription Model of Office 365Using the Cloud for Storage and MoreRelying on the CloudOddities Added to Excel 2016Handwriting EquationsTouchable SlicersSearch the Internet from ExcelFind a Ribbon Command if You Know the Exact Name of the Command
2. Using the Excel Interface
Using the RibbonUsing Fly-out Menus and GalleriesRolling Through the Ribbon TabsRevealing More Commands Using Dialog Launchers, Task Panes, and “More” CommandsResizing Excel Changes the RibbonActivating the Developer TabActivating Contextual Ribbon TabsFinding Lost Commands on the RibbonShrinking the RibbonUsing the Quick Access ToolbarAdding Icons to the QATRemoving Commands from the QATCustomizing the QATUsing the Full-Screen File MenuPressing the Esc Key to Close Backstage ViewRecovering Unsaved WorkbooksClearing the Recent Workbooks ListGetting Information About the Current WorkbookMarking a Workbook as Final to Prevent EditingFinding Hidden Content Using the Document InspectorAdding Whitespace Around Icons Using Touch ModePreviewing Paste Using the Paste Options GalleryAccessing the Gallery After Performing a Paste OperationAccessing the Paste Options Gallery from the Right-Click MenuUsing the New Sheet Icon to Add WorksheetsNavigating Through Many Worksheets Using the Controls in the Lower LeftUsing the Mini Toolbar to Format Selected TextExpanding the Formula BarZooming In and Out on a WorksheetUsing the Status Bar to Add NumbersSwitching Between Normal View, Page Break Preview, and Page Layout View Modes
3. Customizing Excel
Performing a Simple Ribbon ModificationAdding a New Ribbon TabSharing Customizations with OthersQuestions About Ribbon CustomizationIntroducing the Excel Options DialogGetting Help with a SettingNew Options in Excel 2016Using AutoRecover OptionsControlling Image SizesWorking with Protected View for Files Originating from the InternetWorking with Trusted Document SettingsOptions to ConsiderFive Excel Oddities
4. Keyboard Shortcuts
Using Keyboard AcceleratorsSelecting Icons on the RibbonSelecting Options from a GalleryNavigating Within Drop-Down ListsBacking Up One Level Through a MenuDealing with Keyboard Accelerator ConfusionSelecting from Legacy Dialog BoxesUsing the Shortcut KeysUsing My Favorite Shortcut KeysQuickly Move Between WorksheetsJumping to the Bottom of Data with Ctrl+ArrowSelecting the Current Region with Ctrl+*Jumping to the Next Corner of a SelectionPop Open the Right-Click Menu Using Shift+F10Crossing Tasks Off Your List with Ctrl+5Date Stamp or Time Stamp Using Ctrl+; or Ctrl+:Repeating the Last Task with F4Adding Dollar Signs to a Reference with F4Choosing Items from a SlicerFinding the One Thing That Takes You Too Much TimeUsing Excel 2003 Keyboard AcceleratorsInvoking an Excel 2003 Alt ShortcutDetermining Which Commands Work in Legacy Mode
II: Calculating with Excel
5. Understanding Formulas
Getting the Most from This ChapterIntroduction to FormulasFormulas Versus ValuesEntering Your First FormulaBuilding a FormulaThe Relative Nature of FormulasOverriding Relative Behavior: Absolute Cell ReferencesUsing Mixed References to Combine Features of Relative and Absolute ReferencesUsing the F4 Key to Simplify Dollar Sign EntryUsing F4 After a Formula Is EnteredUsing F4 on a Rectangular RangeThree Methods of Entering FormulasEnter Formulas Using the Mouse MethodEntering Formulas Using the Arrow Key MethodEntering the Same Formula in Many CellsCopying a Formula by Using Ctrl+EnterCopying a Formula by Dragging the Fill HandleDouble-Click the Fill Handle to Copy a FormulaUse the Table Tool to Copy a Formula
6. Controlling Formulas
Formula OperatorsOrder of OperationsUnary Minus ExampleAddition and Multiplication ExampleStacking Multiple ParenthesesUnderstanding Error Messages in FormulasUsing Formulas to Join TextJoining Text and a NumberCopying Versus Cutting a FormulaAutomatically Formatting Formula CellsUsing Date MathTroubleshooting FormulasSeeing All FormulasHighlighting All Formula CellsEditing a Single Formula to Show Direct PrecedentsUsing Formula Auditing ArrowsTracing DependentsUsing the Watch WindowEvaluate a Formula in Slow MotionEvaluating Part of a Formula
7. Understanding Functions
Working with FunctionsThe Formulas Tab in Excel 2016Finding the Function You NeedUsing Tab to AutoComplete FunctionsUsing the Insert Function Dialog to Find FunctionsGetting Help with Excel FunctionsUsing On-Grid ToolTipsUsing the Function Arguments DialogUsing Excel HelpUsing AutoSumPotential Problems with AutoSumSpecial Tricks with AutoSumUsing AutoAverage or AutoCountFunction Reference Chapters
8. Using Everyday Functions: Math, Date and Time, and Text Functions
Math FunctionsDate and Time FunctionsText FunctionsExamples of Math FunctionsUsing SUM to Add NumbersUsing AGGREGATE to Ignore Error Cells or Filtered RowsRounding NumbersUsing SUBTOTAL Instead of SUM with Multiple Levels of TotalsTotaling Visible Cells Using SUBTOTALUsing RAND and RANDBETWEEN to Generate Random Numbers and DataUsing =ROMAN() to Finish Movie Credits and =ARABIC() to Convert Back to DigitsUsing ABS() to Figure Out the Magnitude of ErrorUsing GCD and LCM to Perform Seventh-Grade MathUsing MOD to Find the Remainder Portion of a Division ProblemUsing SQRT and POWER to Calculate Square Roots and ExponentsUsing COUNTIF, AVERAGEIF, and SUMIF to Conditionally Count, Average, or Sum DataUsing Conditional Formulas with Multiple Conditions: SUMIFS(), AVERAGEIFS(), and COUNTIFS()Dates and Times in ExcelUnderstanding Excel Date and Time FormatsExamples of Date and Time FunctionsUsing NOW and TODAY to Calculate the Current Date and Time or Current DateUsing YEAR, MONTH, DAY, HOUR, MINUTE, and SECOND to Break a Date/Time ApartUsing DATE to Calculate a Date from Year, Month, and DayUsing TIME to Calculate a TimeUsing DATEVALUE to Convert Text Dates to Real DatesUsing TIMEVALUE to Convert Text Times to Real TimesUsing WEEKDAY to Group Dates by Day of the WeekUsing WEEKNUM or ISOWEEKNUM to Group Dates into WeeksCalculating Elapsed TimeUsing EOMONTH to Calculate the End of the MonthUsing WORKDAY or NETWORKDAYS or Their International Equivalents to Calculate WorkdaysUsing International Versions of WORKDAY or NETWORKDAYSExamples of Text FunctionsJoining Text with the Ampersand (&) OperatorUsing LOWER, UPPER, or PROPER to Convert Text CaseUsing TRIM to Remove Leading and Trailing SpacesUsing the CHAR or UNICHAR Function to Generate Any CharacterUsing the CODE or UNICODE Function to Learn the Character Number for Any CharacterUsing LEFT, MID, or RIGHT to Split TextUsing LEN to Find the Number of Characters in a Text CellUsing SEARCH or FIND to Locate Characters in a Particular CellUsing SUBSTITUTE to Replace CharactersUsing REPT to Repeat Text Multiple TimesUsing EXACT to Test CaseUsing TEXT to Format a Number as TextUsing the T and VALUE Functions
9. Using Powerful Functions: Logical, Lookup, Web, and Database Functions
Examples of Logical FunctionsUsing the IF Function to Make a DecisionUsing the AND Function to Check for Two or More ConditionsUsing OR to Check Whether One or More Conditions Are MetUsing the NOT Function to Simplify the Use of AND and ORUsing the IFERROR or IFNA Function to Simplify Error CheckingExamples of Information FunctionsUsing the ISFORMULA Function with Conditional Formatting to Mark Formula CellsUsing IS Functions to Test for Types of ValuesUsing the N Function to Add a Comment to a FormulaUsing the NA Function to Force Charts to Not Plot Missing DataUsing the CELL Function to Return the Worksheet NameExamples of Lookup and Reference FunctionsUsing the CHOOSE Function for Simple LookupsUsing VLOOKUP with TRUE to Find a Value Based on a RangeUsing the MATCH Function to Locate the Position of a Matching ValueUsing INDEX and MATCH for a Left LookupUsing MATCH and INDEX to Fill a Wide TablePerforming Many Lookups with LOOKUPUsing FORMULATEXT to Document a WorksheetUsing Numbers with OFFSET to Describe a RangeUsing INDIRECT to Build and Evaluate Cell References On the FlyUsing the HYPERLINK Function to Quickly Add HyperlinksUsing the TRANSPOSE Function to Formulaically Turn DataUsing GETPIVOTDATA to Retrieve One Cell from a Pivot TableExamples of Database FunctionsUsing DSUM to Conditionally Sum Records from a DatabaseUsing the DGET Function
10. Other Functions
Web FunctionsFinancial FunctionsStatistical FunctionsTrigonometry FunctionsMatrix FunctionsEngineering Functions
11. Connecting Worksheets and Workbooks
Connecting Two WorksheetsCreating Links Using the Paste Options MenuCreating Links Using the Right-Drag MenuBuilding a Link by Using the MouseLinks to External Workbooks Default to Absolute ReferencesBuilding a Formula by TypingCreating Links to Unsaved WorkbooksUsing the Links Tab on the Trust CenterOpening Workbooks with Links to Closed WorkbooksDealing with Missing Linked WorkbooksPreventing the Update Links Dialog from Appearing
12. Array Formulas and Names in Excel
Advantages of Using NamesNaming a Cell by Using the Name DialogUsing the Name Box for Quick NavigationAvoiding Problems by Using Worksheet-Level ScopeDefining a Worksheet-Level NameReferring to Worksheet-Level NamesUsing Named Ranges to Simplify FormulasRetroactively Applying Names to FormulasUsing Names to Refer to RangesAdding Many Names at Once from Existing Labels and HeadingsUsing Intersection to Do a Two-Way LookupUsing Implicit IntersectionUsing a Name to Avoid an Absolute ReferenceUsing a Name to Hold a ValueAssigning a Formula to a NameUsing Power Formula TechniquesUsing 3D Formulas to Spear Through Many WorksheetsReferring to the Previous WorksheetCombining Multiple Formulas into One FormulaTurning a Range of Formulas on Its SideCoercing a Range of Dates Using an Array Formula
III: Data Analysis with Excel
13. Transforming Data
Using Power QuerySpecifying the Data SourceTransforming Data in Power QueryUnpivoting Data in Power QueryCorrecting a Mistake in Power QueryAdding Columns in Power QueryReviewing the QueryLoading and Refreshing the DataCleaning Data with Flash FillCoaching Flash Fill with a Second ExampleFlash Fill Will Not Automatically Fill In NumbersUsing Formatting with DatesTroubleshooting Flash FillSorting DataSorting by Color or IconFactoring Case into a SortReordering Columns with a Left-to-Right SortSorting into a Unique Sequence by Using Custom ListsOne-Click SortingFixing Sort ProblemsDiscovering Interesting Things in Your Data Using the Quick Analysis
14. Summarizing Data Using Subtotals or Filter
Adding Automatic SubtotalsWorking with the SubtotalsShowing a One-Page Summary with Only the SubtotalsSorting the Collapsed Subtotal View So the Largest Customers Are on TopCopying Only the Subtotal RowsFormatting the Subtotal RowsRemoving SubtotalsSubtotaling Multiple FieldsFiltering RecordsUsing a FilterSelecting One or Multiple Items from the Filter Drop-DownIdentifying Which Columns Have Filters AppliedCombining FiltersClearing FiltersRefreshing FiltersResizing the Filter Drop-DownFiltering by Selection—Hard WayFiltering by Selection—Easy WayFiltering by Color or IconHandling Date FiltersUsing Special Filters for Dates, Text, and NumbersTotaling Filtered ResultsFormatting and Copying Filtered ResultsUsing the Advanced Filter CommandAdvanced Filter CriteriaUsing Remove Duplicates to Find Unique ValuesCombining Duplicates and Adding Values
15. Using Pivot Tables to Analyze Data
Creating Your First Pivot TableBrowsing Ten “Recommended” Pivot TablesStarting with a Blank Pivot TableAdding Fields to Your Pivot Table Using the Field ListChanging the Pivot Table Report by Using the Field ListDealing with the Compact LayoutRearranging a Pivot TableFinishing Touches: Numeric Formatting and Removing BlanksFour Things You Have to Know When Using Pivot TablesYour Pivot Table Is in Manual Calculation Mode Until You Click Refresh!One Blank Cell in a Value Column Causes Excel to Count Instead of SumIf You Click Outside the Pivot Table, All the Pivot Table Tools DisappearYou Cannot Change, Move a Part of, or Insert Cells in a Pivot TableCalculating and Roll-ups with Pivot TablesGrouping Daily Dates to Months and YearsAdding Calculations Outside the Pivot TableChanging the Calculation of a FieldShowing Percentage of Total Using Show Value As SettingsShowing Running Totals and RankUsing a Formula to Add a Field to a Pivot TableFormatting a Pivot TableFinding More Information on Pivot Tables
16. Using Slicers and Filtering a Pivot Table
Filtering Using the Row Label FilterClearing a FilterFiltering Using the Check BoxesFiltering Using the Label Filter Fly-OutFiltering Using the Date FiltersFiltering to the Top 10Filtering Using SlicersAdding SlicersArranging the SlicersUsing the Slicers in Excel 2016Filtering DatesFiltering OdditiesAutoFiltering a Pivot TableReplicating a Pivot Table for Every CustomerSorting a Pivot Table
17. Mashing Up Data with PowerPivot
Joining Multiple Tables Using the Data ModelPreparing Data for Use in the Data ModelBuilding a Pivot Table from the Data ModelAdding the Second Table and Defining a RelationshipUnderstanding the Limitations of the Data ModelBenefits of Moving to PowerPivotCount Distinct Using DAXDate Intelligence Using DAXInteractive Dashboards with Power View
18. Using What-If, Scenario Manager, Goal Seek, and Solver
Using What-IfCreating a Two-Variable What-If TableModeling a Random Scenario Using a Data TableUsing Scenario ManagerCreating a Scenario Summary ReportAdding Multiple ScenariosUsing Goal SeekUsing SolverInstalling SolverSolving a Model Using Solver
19. Automating Repetitive Functions Using VBA Macros
Checking Security Settings Before Using MacrosRecording a MacroCase Study: Macro for Formatting for a Mail MergeHow Not to Record a Macro: The Default State of the Macro RecorderRelative References in Macro RecordingStarting the Macro RecorderRunning a MacroEveryday-Use Macro Example: Formatting an Invoice RegisterUsing the Ctrl+Down-Arrow Key to Handle a Variable Number of RowsMaking Sure You Find the Last RecordRecording the Macro in a Blank WorkbookEditing a MacroUnderstanding VBA Code—An AnalogyComparing Object.Method to Nouns and VerbsComparing Collections to Plural NounsComparing Parameters to AdverbsComparing Adjectives to PropertiesUsing the Analogy While Examining Recorded CodeUsing Simple Variables and Object VariablesUsing R1C1-Style FormulasFixing AutoSum Errors in MacrosCustomizing the Everyday-Use Macro Example: GETOPENFILENAME and GETSAVEASFILENAMEFrom-Scratch Macro Example: Loops, Flow Control, and Referring to RangesFinding the Last Row with DataLooping Through All RowsReferring to RangesCombining a Loop with FinalRowMaking Decisions by Using Flow ControlPutting Together the From-Scratch Example: Testing Each Record in a LoopA Special Case: Deleting Some RecordsCombination Macro Example: Creating a Report for Each CustomerUsing the Advanced Filter for Unique RecordsUsing AutoFilterSelecting Visible Cells OnlyCombination Macro Example: Putting It All Together
20. More Tips and Tricks for Excel 2016
Watching the Results of a Distant CellComparing Documents Side by Side with Synchronous ScrollingCalculating a Formula in Slow MotionInserting a Symbol in a CellEditing an EquationProtecting a WorksheetSeparating Text Based on a DelimiterAuditing Worksheets Using Inquire
IV: Excel Visuals
21. Formatting Worksheets
Why Format Worksheets?Using Traditional FormattingChanging Numeric Formats by Using the Home TabChanging Numeric Formats by Using Built-in Formats in the Format Cells DialogUsing Numeric Formatting with Thousands SeparatorsDisplaying CurrencyDisplaying Dates and TimesDisplaying FractionsDisplaying ZIP Codes, Telephone Numbers, and Social Security NumbersChanging Numeric Formats Using Custom FormatsUsing the Four Zones of a Custom Number FormatControlling Text and Spacing in a Custom Number FormatControlling Decimal Places in a Custom Number FormatUsing Conditions and Color in a Custom Number FormatUsing Dates and Times in a Custom Number FormatDisplaying Scientific Notation in Custom Number FormatsAligning CellsChanging Font SizeChanging Font TypefaceApplying Bold, Italic, and UnderlineUsing BordersColoring CellsAdjusting Column Widths and Row HeightsUsing Merge and CenterRotating TextFormatting with StylesUnderstanding ThemesChoosing a New ThemeCreating a New ThemeReusing Another Theme’s EffectsSaving a Custom ThemeUsing a Theme on a New DocumentSharing a Theme with OthersOther Formatting TechniquesFormatting Individual CharactersChanging the Default FontWrapping Text in a CellJustifying Text in a RangeAdding Cell CommentsCopying FormatsPasting FormatsPasting Conditional FormatsUsing the Format PainterCopying Formats to a New Worksheet
22. Using Data Visualizations and Conditional Formatting
Using Data Bars to Create In-Cell Bar ChartsCreating Data BarsCustomizing Data BarsShowing Data Bars for a Subset of CellsUsing Color Scales to Highlight ExtremesUsing Icon Sets to Segregate DataSetting Up an Icon SetMoving Numbers Closer to IconsMixing Icons or Hiding IconsUsing the Top/Bottom RulesUsing the Highlight Cells RulesHighlighting Cells by Using Greater Than and Similar RulesComparing Dates by Using Conditional FormattingIdentifying Duplicate or Unique Values by Using Conditional FormattingUsing Conditional Formatting for Text Containing a ValueTweaking Rules with Advanced FormattingUsing a Formula for RulesGetting to the Formula BoxWorking with the Formula BoxFinding Cells Within Three Days of TodayFinding Cells Containing Data from the Past 30 DaysHighlighting Data from Specific Days of the WeekHighlighting an Entire RowHighlighting Every Other Row Without Using a TableCombining RulesExtending the Reach of Conditional FormatsSpecial Considerations for Pivot Tables
23. Graphing Data Using Excel Charts
Choosing from Recommended ChartsUsing the Paintbrush Icon for StylesDeleting Extraneous Data Using the FunnelChanging Chart Options Using the Plus IconEasy Combo ChartsUsing the New Hierarchy ChartsCreating a Frequency Distribution with a Histogram ChartDescribe the Statistics of a Data Set with a Box and Whisker ChartShowing Financial Data with a Waterfall ChartSaving Time with Charting TricksAdding New Data to a Chart by PastingDealing with Small Pie SlicesSaving a Favorite Chart Style As a Template
24. Using 3D Maps
Examples of 3D MapsAdding Color Information for CategoriesZooming InAnimating Over TimeGoing Ultra-LocalGetting Your Data into 3D Map3D Map TechniquesTipping, Rotating, and Zooming the MapAdding a Photo to a PointCombining LayersChanging Column Size or ColorResizing the Various PanesAdding a Satellite PhotographShowing the Whole EarthUnderstanding the Time ChoicesAnimating a Line Between Two PointsControlling Map LabelsBuilding a Tour and Creating a VideoUsing an Alternate MapPreparing the Store ImageSpecifying a Custom Map
25. Using Sparklines
Fitting a Chart into the Size of a Cell with SparklinesUnderstanding How Excel Maps Data to SparklinesCreating a Group of SparklinesBuilt-in Choices for Customizing SparklinesControlling Axis Values for SparklinesSetting Up Win/Loss SparklinesShowing Detail by Enlarging the Sparkline and Adding LabelsOther Sparkline Options
26. Decorating Spreadsheets
Using SmartArtElements Common in Most SmartArtInserting SmartArtChanging Existing SmartArt to a New StyleAdding Images to SmartArtSpecial Considerations for Organizational Charts and Hierarchical SmartArtUsing Shapes to Display Cell ContentsWorking with ShapesUsing WordArt for Interesting Titles and HeadlinesUsing Text Boxes to Flow Long Text PassagesUsing Pictures and Clip ArtGetting Your Picture into ExcelInserting a Picture from Your ComputerInserting Multiple Pictures at OnceInserting a Picture or Clip Art from OnlineAdjusting the Picture Using the Ribbon TabResizing the Picture to FitAdjusting the Brightness and ContrastAdding Interesting Effects Using the Picture Styles GalleryApplying Artistic EffectsRemoving the BackgroundReducing a Picture’s File SizeInserting Screen ClippingsSelecting and Arranging Pictures
27. Printing
Printing in One ClickFinding Print SettingsPreviewing the Printed ReportUsing the Print Preview on the Print PanelUsing Full Screen Print PreviewMaking the Report Fit on the PageSetting Worksheet Paper SizeAdjusting Worksheet OrientationAdjusting Worksheet MarginsRepeating the Headings on Each PageExcluding Part of Your Worksheet from the Print RangeForcing More Data to Fit on a PageWorking with Page BreaksManually Adding Page BreaksManual Versus Automatic Page BreaksUsing Page Break Preview to Make ChangesRemoving Manual Page BreaksAdding Headers or Footers to the Printed ReportAdding an Automatic HeaderAdding a Custom HeaderInserting a Picture or a Watermark in a HeaderUsing Different Headers and Footers in the Same DocumentScaling Headers and FootersPrinting from the File MenuChoosing a PrinterChoosing What to PrintChanging Printer PropertiesChanging Some of the Page Setup SettingsUsing Page Layout ViewExploring Other Page Setup OptionsPrinting Gridlines and HeadingsCentering a Small Report on a PageReplacing Error Values When PrintingPrinting CommentsControlling the First Page Number
28. Excel Online
Accessing Your OneDrive Workbooks from AnywhereUnderstanding the Limitations of Excel OnlineGroup Editing Using Excel OnlineDesigning a Workbook as an Interactive Web PageSharing a Link to Your Web WorkbookCollecting Survey Data in Excel OnlineCreating a PDF from a Worksheet
Index
Code Snippets

Content preview from Excel 2016 In Depth

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 customized 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).

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

To add the pivot table command ...

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Excel 2016 In Depth

by Bill Jelen