| Introduction |
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xxvii | |
| Who this book is for |
|
xxvii | |
| Assumptions about you |
|
xxvii | |
| How this book is organized |
|
xxvii | |
| About the companion content |
|
xxvii | |
| Acknowledgments |
|
xxviii | |
| Support and feedback |
|
xxix | |
| Errata, updates, and book support |
|
xxix | |
| Stay in touch |
|
xxix | |
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Part I The Excel interface |
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Chapter 1 What's new in Microsoft 365 Excel |
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3 | (1) |
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3 | (1) |
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Unhide multiple worksheets |
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3 | (1) |
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4 | (1) |
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Stock data automatic refresh every five minutes |
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5 | (1) |
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Show changes from last 60 days |
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6 | (1) |
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7 | (1) |
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Searching while opening workbooks |
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8 | (1) |
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Find dialog box shows all options on open |
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8 | (1) |
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Smooth scrolling for tall or wide cells |
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9 | (1) |
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Arrange All in Windows 11 |
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10 | (1) |
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Collapsible tasks panes now support pivot tables |
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10 | (1) |
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Accessibility tab in ribbon and the navigation pane |
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11 | (1) |
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New Lambda helper functions |
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12 | (2) |
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LAMBDA functions now support optional arguments |
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14 | (1) |
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The ribbon has rounded edges |
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14 | (1) |
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14 | (1) |
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15 | (1) |
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Save any object as picture |
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16 | (1) |
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Write data using the Action Pen |
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16 | (1) |
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New features introduced tomorrow |
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17 | (1) |
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18 | (3) |
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Chapter 2 Using the Excel interface |
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21 | (28) |
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21 | (6) |
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Using flyout menus and galleries |
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22 | (1) |
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Rolling through the ribbon tabs |
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22 | (1) |
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Revealing more commands using dialog box launchers, task panes, and "More" commands |
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22 | (1) |
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Using collapsing task panes |
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23 | (1) |
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Resizing Excel changes the ribbon |
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24 | (1) |
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Activating the Developer tab |
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24 | (1) |
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Activating contextual ribbon tabs |
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25 | (1) |
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Finding lost commands on the ribbon |
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25 | (1) |
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26 | (1) |
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Using the Quick Access Toolbar |
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27 | (3) |
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27 | (1) |
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Removing commands from the QAT |
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28 | (1) |
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28 | (1) |
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Formatting superscripts and subscripts |
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29 | (1) |
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Using the full-screen File menu |
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30 | (2) |
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Pressing the Esc key to close Backstage view |
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32 | (1) |
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Using the new Home screen |
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32 | (3) |
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Recovering unsaved workbooks |
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32 | (1) |
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Clearing the Recent Workbooks list |
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32 | (1) |
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Getting information about the current workbook |
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33 | (1) |
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Marking a workbook as final to prevent editing |
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33 | (1) |
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Finding hidden content using the Document Inspector |
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34 | (1) |
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Avoiding nagging about CSV files |
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34 | (1) |
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Adding whitespace around icons using Touch mode |
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35 | (1) |
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Using the new Sheet icon to add worksheets |
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35 | (1) |
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Navigating through many worksheets using the controls in the lower left |
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35 | (1) |
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Using the mini toolbar to format selected text |
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36 | (1) |
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Expanding the formula bar |
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36 | (1) |
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Zooming in and out on a worksheet |
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37 | (1) |
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Using the status bar to add numbers |
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38 | (1) |
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Switching between Normal view, Page Break preview, and Page Layout view modes |
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39 | (1) |
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Unselecting a cell with Ctrl+click |
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39 | (1) |
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Cleaning data with Flash Fill |
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40 | (3) |
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Coaching Flash Fill with a second example |
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41 | (1) |
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Flash Fill will not automatically fill in numbers |
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41 | (1) |
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Using formatting with dates |
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41 | (1) |
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Troubleshooting Flash Fill |
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41 | (2) |
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43 | (6) |
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43 | (1) |
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Factoring case into a sort |
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44 | (1) |
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Reordering columns with a left-to-right sort |
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44 | (1) |
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Sorting into a unique sequence by using custom lists |
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45 | (1) |
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46 | (1) |
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46 | (3) |
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Chapter 3 Customizing Excel |
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49 | (14) |
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Performing a simple ribbon modification |
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49 | (2) |
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51 | (1) |
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Sharing customizations with others |
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52 | (1) |
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Questions about ribbon customization |
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53 | (1) |
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Using the Excel Options dialog box |
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53 | (6) |
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Getting help with a setting |
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54 | (1) |
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Recent new options in Excel |
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55 | (3) |
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Using AutoRecover options |
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58 | (1) |
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58 | (1) |
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Working with protected view for files originating from the Internet |
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59 | (1) |
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Working with Trusted Document settings |
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59 | (1) |
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59 | (1) |
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60 | (3) |
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Chapter 4 Keyboard shortcuts |
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63 | (30) |
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Using keyboard accelerators |
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63 | (5) |
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Selecting icons on the ribbon |
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64 | (1) |
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Selecting options from a gallery |
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65 | (1) |
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Navigating within drop-down menu lists |
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66 | (1) |
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Backing up one level through a menu |
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66 | (1) |
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Dealing with keyboard accelerator confusion |
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66 | (2) |
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Selecting from legacy dialog boxes |
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68 | (1) |
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68 | (9) |
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Using my favorite shortcut keys |
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77 | (2) |
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Quickly move between worksheets |
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77 | (1) |
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Jumping to the bottom of data with Ctrl+arrow |
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77 | (1) |
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Selecting the current region with Ctrl+* |
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77 | (1) |
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Jumping to the next corner of a selection |
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78 | (1) |
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Pop open the right-click menu using Shift+F10 |
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78 | (1) |
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Crossing tasks off your list with Ctrl+5 |
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78 | (1) |
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Date stamp or time stamp using Ctrl+; or Ctrl+ |
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78 | (1) |
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Repeating the last task with F4 |
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78 | (1) |
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Adding dollar signs to a reference with F4 |
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79 | (1) |
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Choosing items from a slicer |
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79 | (1) |
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Finding the one thing that takes you too much time |
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79 | (1) |
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Using Excel 2003 keyboard accelerators |
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79 | (14) |
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Invoking an Excel 2003 Alt shortcut |
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80 | (1) |
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Determining which commands work in legacy mode |
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81 | (12) |
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Part II Calculating with Excel |
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Chapter 5 Understanding formulas |
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93 | (22) |
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Getting the most from this chapter |
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93 | (1) |
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94 | (1) |
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94 | (1) |
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Entering your first formula |
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95 | (8) |
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95 | (1) |
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The relative nature of formulas |
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96 | (1) |
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Overriding relative behavior: absolute cell references |
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96 | (2) |
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Using mixed references to combine features of relative and absolute references |
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98 | (1) |
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Using the F4 key to simplify dollar sign entry |
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99 | (2) |
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Using F4 after a formula is entered |
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101 | (1) |
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Using F4 on a rectangular range |
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101 | (2) |
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Three methods of entering formulas |
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103 | (3) |
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Enter formulas using the mouse method |
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103 | (1) |
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Entering formulas using the arrow key method |
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104 | (2) |
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Entering the same formula in many cells |
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106 | (2) |
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Copying a formula by using Ctrl+Enter |
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106 | (1) |
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Copying a formula by dragging the fill handle |
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107 | (1) |
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Double-click the fill handle to copy a formula |
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107 | (1) |
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Use the Table tool to copy a formula |
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108 | (2) |
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Entering one formula and spilling many results |
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110 | (5) |
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Understanding the #SPILL! error |
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111 | (1) |
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Using implicit intersection is more complicated than before |
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111 | (1) |
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Referring to an entire array with the # operator |
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112 | (3) |
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Chapter 6 Controlling formulas |
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115 | (18) |
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115 | (3) |
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116 | (1) |
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116 | (1) |
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Addition and multiplication example |
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117 | (1) |
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Stacking multiple parentheses |
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117 | (1) |
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Understanding error messages in formulas |
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118 | (3) |
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Using formulas to join text |
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121 | (1) |
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Joining text and a number |
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121 | (1) |
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Copying versus cutting a formula |
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122 | (2) |
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Automatically formatting formula cells |
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124 | (1) |
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Specifying implicit intersection using the @ operator |
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124 | (1) |
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125 | (1) |
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126 | (7) |
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126 | (1) |
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Highlighting all formula cells |
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126 | (1) |
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Editing a single formula to show direct precedents |
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126 | (1) |
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Using formula auditing arrows |
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127 | (1) |
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128 | (1) |
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128 | (1) |
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Evaluate a formula in slow motion |
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129 | (1) |
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Evaluating part of a formula |
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130 | (3) |
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Chapter 7 Understanding functions |
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133 | (14) |
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133 | (3) |
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The Formulas tab in Excel |
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134 | (1) |
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Finding the function you need |
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135 | (1) |
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Using Tab to AutoComplete functions |
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135 | (1) |
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Using the Insert Function dialog box to find functions |
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136 | (1) |
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Getting help with Excel functions |
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136 | (4) |
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137 | (1) |
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Using the Function Arguments dialog box |
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137 | (2) |
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139 | (1) |
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140 | (7) |
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Potential problems with AutoSum |
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141 | (1) |
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Special tricks with AutoSum |
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142 | (2) |
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Using AutoAverage or AutoCount |
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144 | (1) |
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Function reference chapters |
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145 | (2) |
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Chapter 8 Using everyday functions: math, date and time, and text functions |
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147 | (64) |
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Examples of math functions |
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147 | (24) |
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147 | (2) |
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Using AGGREGATE to ignore error cells or filtered rows |
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149 | (4) |
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153 | (2) |
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Using SUBTOTAL instead of SUM with multiple levels of totals |
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155 | (1) |
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Totaling visible cells using SUBTOTAL |
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156 | (1) |
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Using RAND, RANDARRAY, and RANDBETWEEN to generate random numbers and data |
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156 | (2) |
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Using - ROMAN to finish movie credits and - ARABIC to convert back to digits |
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158 | (1) |
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Using ABS to figure out the magnitude of error |
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159 | (1) |
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Using GCD and LCM to perform seventh-grade math |
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159 | (1) |
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Using MOD to find the remainder portion of a division problem |
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160 | (2) |
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Using SQRT and POWER to calculate square roots and exponents |
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162 | (1) |
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Using SUMIFS, AVERAGEIFS, COUNTIFS, MAXIFS, and MINIFS to conditionally calculate |
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163 | (2) |
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165 | (3) |
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Understanding Excel date and time formats |
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168 | (3) |
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Examples of date and time functions |
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171 | (16) |
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Using NOW and TODAY to calculate the current date and time or current date |
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171 | (2) |
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Using YEAR, MONTH, DAY, HOUR, MINUTE, and SECOND to break a date/time apart |
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173 | (1) |
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Using DATE to calculate a date from year, month, and day |
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173 | (2) |
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Using TIME to calculate a time |
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175 | (1) |
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Using DATEVALUE to convert text dates to real dates |
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176 | (1) |
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Using TIMEVALUE to convert text times to real times |
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177 | (1) |
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Using WEEKDAY to group dates by day of the week |
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178 | (1) |
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Using WEEKNUM or ISOWEEKNUM to group dates into weeks |
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179 | (1) |
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180 | (3) |
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Using EOMONTH to calculate the end of the month |
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183 | (1) |
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Using WORKDAY or NETWORKDAYS or their international equivalents to calculate workdays |
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183 | (2) |
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Using international versions of WORKDAY or NETWORKDAYS |
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185 | (2) |
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Examples of text functions |
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187 | (24) |
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Joining text with TEXTJOIN |
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187 | (1) |
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Using LOWER, UPPER, or PROPER to convert text case |
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188 | (1) |
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Using TRIM to remove leading and trailing spaces |
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189 | (4) |
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Using the CHAR or UNICHAR function to generate any character |
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193 | (2) |
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Using the CODE or UNICODE function to learn the character number for any character |
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195 | (1) |
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Using LEFT, MID, or RIGHT to split text |
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195 | (3) |
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Using LEN to find the number of characters in a text cell |
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198 | (1) |
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Using SEARCH or FIND to locate characters in a particular cell |
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198 | (4) |
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Using SUBSTITUTE to replace characters |
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202 | (1) |
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Using REPT to repeat text multiple times |
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202 | (2) |
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204 | (1) |
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Using TEXT to format a number as text |
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204 | (3) |
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Using the T and VALUE functions |
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207 | (1) |
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Introducing TEXTSPLIT and other text manipulation functions |
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207 | (4) |
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Chapter 9 Using powerful functions: logical, lookup, and database functions |
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211 | (42) |
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Examples of logical functions |
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211 | (8) |
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Using the IF function to make a decision |
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211 | (2) |
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Using the AND function to check for two or more conditions |
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213 | (1) |
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Using OR to check whether one or more conditions are met |
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214 | (3) |
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Using the NOT function to simplify the use of AND and OR |
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217 | (1) |
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Using the IFERROR or IFNA function to simplify error checking |
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217 | (2) |
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Examples of information functions |
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219 | (4) |
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Using the ISFORMULA function with conditional formatting to mark formula cells |
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219 | (1) |
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Using IS functions to test for types of values |
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220 | (1) |
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Using the N function to add a comment to a formula |
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221 | (1) |
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Using the NA function to force charts to not plot missing data |
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221 | (2) |
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Using the CELL function to return the worksheet name |
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223 | (1) |
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Examples of lookup and reference functions |
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223 | (20) |
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Using the CHOOSE function for simple lookups |
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224 | (1) |
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Moving from VLOOKUP to XLOOKUP |
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225 | (7) |
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Using FORMULATEXT to document a worksheet |
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232 | (2) |
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Using numbers with OFFSET to describe a range |
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234 | (3) |
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Using INDIRECT to build and evaluate cell references on the fly |
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237 | (2) |
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Using the HYPERLINK function to add hyperlinks quickly |
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239 | (1) |
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Using the TRANSPOSE function to formulaically turn data |
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240 | (1) |
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Using GETPIVOTDATA to retrieve one cell from a pivot table |
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241 | (2) |
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Examples of database functions |
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243 | (10) |
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Using DSUM to conditionally sum records from a database |
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245 | (5) |
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250 | (3) |
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Chapter 10 Using names, LET, LAMBDA, and Data Types in Excel |
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253 | (30) |
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253 | (7) |
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Using the Name Box for quick navigation |
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255 | (1) |
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Avoiding problems by using worksheet-level scope |
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256 | (1) |
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Using named ranges to simplify formulas |
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257 | (1) |
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Retroactively applying names to formulas |
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258 | (1) |
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Adding many names at once from existing labels and headings |
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259 | (1) |
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Using a name to avoid an absolute reference |
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260 | (1) |
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Storing intermediate formula results using LET |
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260 | (4) |
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Storing logic in LAMBDA functions |
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264 | (5) |
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Creating a simple LAMBDA function for the hypotenuse of a right triangle |
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265 | (2) |
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Sharing LAMBDA functions with other workbooks |
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267 | (2) |
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Using LAMBDA helper functions |
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269 | (6) |
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Performing calculations for each row or column |
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269 | (1) |
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Performing calculations for each item in an array |
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270 | (1) |
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Performing calculations for each item in an array and returning a single value |
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271 | (2) |
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Performing calculations for each item in an array and returning each intermediate value |
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273 | (1) |
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Making an array using MAKEARRAY |
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273 | (2) |
|
Testing for optional arguments using ISOMITTED |
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275 | (1) |
|
Using Data Types in Excel |
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275 | (8) |
|
Dealing with Data Type formulas that return an array |
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277 | (1) |
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Drilling down through the data card to find an array |
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278 | (2) |
|
Using stock or currency Data Types |
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280 | (1) |
|
Retrieving historical stock prices using STOCKHISTORY |
|
|
281 | (2) |
|
Chapter 11 Connecting worksheets and workbooks |
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|
283 | (14) |
|
Connecting two worksheets |
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283 | (1) |
|
Excel in practice: seeing two worksheets of the same workbook side by side |
|
|
284 | (2) |
|
Creating links between worksheets |
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286 | (5) |
|
Creating links using the Paste Options menu |
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286 | (1) |
|
Creating links using the right-drag menu |
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287 | (2) |
|
Building a link by using the mouse |
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289 | (1) |
|
Links to external workbooks default to absolute references |
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290 | (1) |
|
Building a formula by typing |
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291 | (1) |
|
Creating links to unsaved workbooks |
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291 | (1) |
|
Using the Links tab on the Trust Center |
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|
292 | (1) |
|
Opening workbooks with links to closed workbooks |
|
|
293 | (1) |
|
Dealing with missing linked workbooks |
|
|
293 | (1) |
|
Updating links when a workbook is renamed or moved |
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|
293 | (4) |
|
Preventing the Update Links dialog box from appearing |
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|
294 | (3) |
|
Chapter 12 Dynamic array formulas and names in Excel |
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|
297 | (24) |
|
Using dynamic array functions to return many results |
|
|
297 | (16) |
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|
|
301 | (4) |
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|
|
305 | (2) |
|
Using FILTER to select a subset of columns |
|
|
307 | (1) |
|
Extracting unique values with a formula |
|
|
308 | (2) |
|
Generating a sequence of numbers |
|
|
310 | (3) |
|
Generating an array of random numbers with a formula |
|
|
313 | (1) |
|
Refer to the entire array |
|
|
313 | (1) |
|
Learning about new functions and features |
|
|
313 | (1) |
|
Using power formula techniques |
|
|
313 | (8) |
|
Using 3D formulas to spear through many worksheets |
|
|
314 | (2) |
|
Referring to the previous worksheet |
|
|
316 | (5) |
|
Part III Data analysis with Excel |
|
|
|
Chapter 13 Transforming data with Power Query |
|
|
321 | (18) |
|
|
|
321 | (9) |
|
|
|
322 | (1) |
|
Loading data using Power Query |
|
|
322 | (1) |
|
Loading data from a single Excel workbook |
|
|
323 | (1) |
|
Transforming data in Power Query |
|
|
324 | (2) |
|
Unpivoting data in Power Query |
|
|
326 | (2) |
|
Adding columns in Power Query |
|
|
328 | (1) |
|
|
|
328 | (1) |
|
Loading and refreshing the data |
|
|
329 | (1) |
|
Splitting each delimiter to a new row |
|
|
330 | (1) |
|
Appending one worksheet from every workbook in a folder |
|
|
331 | (1) |
|
Appending worksheets from one workbook |
|
|
332 | (3) |
|
Creating a custom data type in Excel |
|
|
335 | (4) |
|
Chapter 14 Summarizing data using subtotals or filter |
|
|
339 | (30) |
|
Adding automatic subtotals |
|
|
339 | (2) |
|
Working with the subtotals |
|
|
341 | (6) |
|
Showing a one-page summary with only the subtotals |
|
|
342 | (1) |
|
Sorting the collapsed subtotal view with the largest customers at top |
|
|
342 | (2) |
|
Copying only the subtotal rows |
|
|
344 | (1) |
|
Formatting the subtotal rows |
|
|
345 | (1) |
|
|
|
346 | (1) |
|
Subtotaling multiple fields |
|
|
347 | (1) |
|
Subtotaling daily dates by month |
|
|
348 | (1) |
|
|
|
348 | (12) |
|
|
|
349 | (2) |
|
Selecting one or multiple items from the filter drop-down |
|
|
351 | (1) |
|
Identifying which columns have filters applied |
|
|
352 | (1) |
|
|
|
352 | (1) |
|
|
|
353 | (1) |
|
|
|
353 | (1) |
|
Resizing the filter drop-down |
|
|
353 | (1) |
|
Filtering by selection--hard way |
|
|
353 | (1) |
|
Filtering by selection--easy way |
|
|
354 | (2) |
|
Filtering by color or icon |
|
|
356 | (1) |
|
|
|
357 | (1) |
|
Using special filters for dates, text, and numbers |
|
|
358 | (2) |
|
Totaling filtered results |
|
|
360 | (1) |
|
Formatting and copying filtered results |
|
|
360 | (1) |
|
Using the Advanced Filter command |
|
|
360 | (2) |
|
Excel in practice: using formulas for Advanced Filter criteria |
|
|
362 | (2) |
|
|
|
362 | (1) |
|
Replacing Advanced Filter with a dynamic array formula |
|
|
363 | (1) |
|
Using Remove Duplicates to find unique values |
|
|
364 | (2) |
|
Combining duplicates and adding values |
|
|
366 | (3) |
|
Chapter 15 Using pivot tables to analyze data |
|
|
369 | (24) |
|
Creating your first pivot table |
|
|
370 | (6) |
|
Using artificial intelligence for inspiration with pivot tables |
|
|
371 | (2) |
|
Starting with a blank pivot table |
|
|
373 | (1) |
|
Adding fields to your pivot table using the field list |
|
|
373 | (1) |
|
Changing the pivot table report by using the field list |
|
|
374 | (2) |
|
Dealing with the compact layout |
|
|
376 | (1) |
|
Rearranging a pivot table |
|
|
377 | (1) |
|
Finishing touches: numeric formatting and removing blanks |
|
|
378 | (2) |
|
Three things you must know when using pivot tables |
|
|
379 | (1) |
|
Your pivot table is in manual calculation mode until you click Refresh! |
|
|
380 | (1) |
|
If you click outside the pivot table, all the pivot table tools disappear |
|
|
380 | (1) |
|
You cannot change, move a part of, or insert cells in a pivot table |
|
|
380 | (9) |
|
Calculating and roll-ups with pivot tables |
|
|
381 | (1) |
|
Grouping daily dates to months, quarters, and years |
|
|
381 | (1) |
|
Adding calculations outside the pivot table |
|
|
382 | (1) |
|
Changing the calculation of a field |
|
|
383 | (2) |
|
Showing percentage of total using Show Value As settings |
|
|
385 | (1) |
|
Showing running totals and rank |
|
|
386 | (2) |
|
Using a formula to add a field to a pivot table |
|
|
388 | (1) |
|
|
|
389 | (1) |
|
Setting defaults for future pivot tables |
|
|
390 | (2) |
|
Finding more information on pivot tables |
|
|
392 | (1) |
|
Chapter 16 Using slicers and filtering a pivot table |
|
|
393 | (16) |
|
Filtering using the row label filter |
|
|
393 | (6) |
|
|
|
395 | (1) |
|
Filtering using the check boxes |
|
|
395 | (1) |
|
Filtering using the Label Filters fly-out |
|
|
396 | (1) |
|
Filtering using the date filters |
|
|
397 | (1) |
|
|
|
398 | (1) |
|
|
|
399 | (6) |
|
|
|
399 | (1) |
|
|
|
400 | (1) |
|
Using the slicers in Excel |
|
|
401 | (4) |
|
|
|
405 | (1) |
|
|
|
405 | (2) |
|
Autofiltering a pivot table |
|
|
405 | (2) |
|
Replicating a pivot table for every customer |
|
|
407 | (1) |
|
|
|
407 | (2) |
|
Chapter 17 Mashing up data with Power Pivot |
|
|
409 | (20) |
|
Joining multiple tables using the Data Model |
|
|
410 | (4) |
|
Preparing data for use in the Data Model |
|
|
410 | (1) |
|
Creating a relationship between two tables in Excel |
|
|
411 | (1) |
|
Creating a relationship using Diagram view |
|
|
412 | (1) |
|
Building a pivot table from the Data Model |
|
|
413 | (1) |
|
Unlocking hidden features with the Data Model |
|
|
414 | (10) |
|
Counting distinct in a pivot table |
|
|
414 | (2) |
|
Including filtered items in totals |
|
|
416 | (2) |
|
Creating Median in a pivot table using DAX Measures |
|
|
418 | (3) |
|
Time intelligence using DAX |
|
|
421 | (2) |
|
Converting your pivot table to formulas for use on a dashboard |
|
|
423 | (1) |
|
Overcoming limitations of the Data Model |
|
|
424 | (5) |
|
Enjoying other benefits of Power Pivot |
|
|
426 | (1) |
|
|
|
426 | (3) |
|
Chapter 18 Using What-lf, Scenario Manager, Goal Seek, and Solver |
|
|
429 | (16) |
|
|
|
429 | (6) |
|
Creating a two-variable What-lf table |
|
|
431 | (2) |
|
Modeling a random scenario using a data table |
|
|
433 | (2) |
|
|
|
435 | (3) |
|
Creating a Scenario Summary report |
|
|
438 | (1) |
|
Adding multiple scenarios |
|
|
438 | (1) |
|
|
|
438 | (2) |
|
|
|
440 | (5) |
|
|
|
441 | (1) |
|
Solving a model using Solver |
|
|
441 | (4) |
|
Chapter 19 Automating repetitive functions using VBA macros |
|
|
445 | (40) |
|
Checking security settings before using macros |
|
|
446 | (1) |
|
|
|
446 | (1) |
|
Case study: macro for formatting for a mail merge |
|
|
447 | (7) |
|
How not to record a macro: the default state of the macro recorder |
|
|
449 | (1) |
|
Relative references in macro recording |
|
|
450 | (1) |
|
Starting the macro recorder |
|
|
451 | (2) |
|
|
|
453 | (1) |
|
Everyday-use macro example: formatting an invoice register |
|
|
454 | (4) |
|
Using the Ctrl+Down-Arrow key to handle a variable number of rows |
|
|
455 | (1) |
|
Making sure you find the last record |
|
|
455 | (1) |
|
Recording the macro in a blank workbook |
|
|
455 | (2) |
|
|
|
457 | (1) |
|
Understanding VBA code--an analogy |
|
|
458 | (5) |
|
Comparing object.method to nouns and verbs |
|
|
459 | (1) |
|
Comparing collections to plural nouns |
|
|
459 | (1) |
|
Comparing parameters to adverbs |
|
|
460 | (2) |
|
|
|
462 | (1) |
|
Comparing adjectives to properties |
|
|
462 | (1) |
|
Using the analogy while examining recorded code |
|
|
463 | (1) |
|
Using simple variables and object variables |
|
|
463 | (4) |
|
Using R1C1-style formulas |
|
|
464 | (2) |
|
Entering spillable formulas in macros |
|
|
466 | (1) |
|
Fixing Autosum errors in macros |
|
|
466 | (1) |
|
Customizing the everyday-use macro example: GetOpenFileName and GetSaveAsFileName |
|
|
467 | (1) |
|
From-scratch macro example: loops, flow control, and referring to ranges |
|
|
468 | (9) |
|
Finding the last row with data |
|
|
468 | (1) |
|
|
|
469 | (1) |
|
|
|
470 | (1) |
|
Combining a loop with Final Row |
|
|
471 | (1) |
|
Making decisions by using flow control |
|
|
471 | (2) |
|
Putting together the from-scratch example: testing each record in a loop |
|
|
473 | (1) |
|
A special case: deleting some records |
|
|
474 | (3) |
|
Combination macro example: creating a report for each customer |
|
|
477 | (8) |
|
Using the Advanced Filter for unique records |
|
|
479 | (2) |
|
|
|
481 | (1) |
|
Selecting Visible Cells Only |
|
|
482 | (1) |
|
Combination macro example: putting it all together |
|
|
483 | (2) |
|
Chapter 20 More tips and tricks for Excel |
|
|
485 | (14) |
|
Watching the results of a distant cell |
|
|
485 | (1) |
|
Calculating a formula in slow motion |
|
|
486 | (1) |
|
Inserting a symbol in a cell |
|
|
487 | (1) |
|
|
|
487 | (1) |
|
|
|
488 | (1) |
|
Repeat the last command with F4 |
|
|
489 | (1) |
|
Bring the active cell back into view with Ctrl+Backspace |
|
|
489 | (1) |
|
Separating text based on a delimiter |
|
|
489 | (2) |
|
Auditing worksheets using Inquire |
|
|
491 | (1) |
|
Inserting and exploring 3D models |
|
|
491 | (2) |
|
Using the inking tools and the Action Pen |
|
|
493 | (2) |
|
Seeing Workbooks Statistics and Smart Lookup |
|
|
495 | (4) |
|
|
|
|
Chapter 21 Formatting worksheets |
|
|
499 | (44) |
|
|
|
499 | (2) |
|
Using traditional formatting |
|
|
501 | (24) |
|
Changing numeric formats by using the Home tab |
|
|
503 | (2) |
|
Changing numeric formats by using built-in formats in the Format Cells dialog box |
|
|
505 | (1) |
|
Using numeric formatting with thousands separators |
|
|
506 | (1) |
|
|
|
506 | (1) |
|
Displaying dates and times |
|
|
507 | (1) |
|
|
|
507 | (1) |
|
Displaying ZIP Codes, telephone numbers, and social security numbers |
|
|
508 | (1) |
|
Changing numeric formats using custom formats |
|
|
509 | (1) |
|
Using the four zones of a custom number format |
|
|
510 | (1) |
|
Controlling text and spacing in a custom number format |
|
|
511 | (1) |
|
Controlling decimal places in a custom number format |
|
|
511 | (1) |
|
Using conditions and color in a custom number format |
|
|
512 | (1) |
|
Using dates and times in a custom number format |
|
|
512 | (1) |
|
Displaying scientific notation in custom number formats |
|
|
513 | (1) |
|
|
|
514 | (1) |
|
|
|
515 | (1) |
|
|
|
515 | (1) |
|
Applying bold, italic, and underline |
|
|
516 | (1) |
|
|
|
517 | (1) |
|
|
|
517 | (2) |
|
Adjusting column widths and row heights |
|
|
519 | (1) |
|
|
|
520 | (3) |
|
|
|
523 | (2) |
|
|
|
525 | (2) |
|
|
|
527 | (4) |
|
|
|
528 | (1) |
|
|
|
529 | (1) |
|
Reusing another theme's effects |
|
|
530 | (1) |
|
|
|
530 | (1) |
|
Using a theme on a new document |
|
|
531 | (1) |
|
Sharing a theme with others |
|
|
531 | (1) |
|
Other formatting techniques |
|
|
531 | (7) |
|
Formatting individual characters |
|
|
531 | (1) |
|
Changing the default font |
|
|
532 | (1) |
|
|
|
533 | (1) |
|
Justifying text in a range |
|
|
534 | (1) |
|
|
|
535 | (3) |
|
|
|
538 | (5) |
|
|
|
538 | (1) |
|
Pasting conditional formats |
|
|
539 | (1) |
|
|
|
539 | (1) |
|
Copying formats to a new worksheet |
|
|
540 | (3) |
|
Chapter 22 Using data visualizations and conditional formatting |
|
|
543 | (30) |
|
Using data bars to create in-cell bar charts |
|
|
544 | (5) |
|
|
|
545 | (1) |
|
|
|
546 | (2) |
|
Showing data bars for a subset of cells |
|
|
548 | (1) |
|
Using color scales to highlight extremes |
|
|
549 | (1) |
|
Using icon sets to segregate data |
|
|
550 | (4) |
|
|
|
551 | (1) |
|
Moving numbers closer to icons |
|
|
552 | (2) |
|
Mixing icons or hiding icons |
|
|
554 | (1) |
|
Using the top/bottom rules |
|
|
554 | (2) |
|
Using the highlight cells rules |
|
|
556 | (6) |
|
Highlighting cells by using greater than and similar rules |
|
|
557 | (2) |
|
Comparing dates by using conditional formatting |
|
|
559 | (1) |
|
Identifying duplicate or unique values by using conditional formatting |
|
|
560 | (1) |
|
Using conditional formatting for text containing a value |
|
|
561 | (1) |
|
Tweaking rules with advanced formatting |
|
|
562 | (6) |
|
Using a formula for rules |
|
|
564 | (1) |
|
Getting to the formula box |
|
|
564 | (1) |
|
Working with the formula box |
|
|
564 | (1) |
|
Finding cells within three days of today |
|
|
565 | (1) |
|
Finding cells containing data from the past 30 days |
|
|
565 | (1) |
|
Highlighting data from specific days of the week |
|
|
566 | (1) |
|
Highlighting an entire row |
|
|
566 | (1) |
|
Highlighting every other row without using a table |
|
|
567 | (1) |
|
|
|
568 | (1) |
|
Extending the reach of conditional formats |
|
|
569 | (1) |
|
Special considerations for pivot tables |
|
|
570 | (3) |
|
Chapter 23 Graphing data using Excel charts |
|
|
573 | (14) |
|
Choosing from recommended charts |
|
|
573 | (4) |
|
Using the paintbrush icon for styles |
|
|
574 | (1) |
|
Deleting extraneous data using the funnel |
|
|
575 | (1) |
|
Changing chart options using the plus icon |
|
|
576 | (1) |
|
|
|
577 | (1) |
|
Creating a frequency distribution with a histogram chart |
|
|
577 | (2) |
|
Showing financial data with a waterfall chart |
|
|
579 | (1) |
|
Mapping geographic data with a filled map chart |
|
|
580 | (1) |
|
Saving time with charting tricks |
|
|
580 | (7) |
|
Adding new data to a chart by pasting |
|
|
580 | (3) |
|
Dealing with small pie slices |
|
|
583 | (1) |
|
Saving a favorite chart style as a template |
|
|
584 | (3) |
|
|
|
587 | (20) |
|
|
|
587 | (7) |
|
Adding color information for categories |
|
|
589 | (1) |
|
|
|
589 | (2) |
|
|
|
591 | (1) |
|
|
|
592 | (2) |
|
Getting your data into a 3D Map |
|
|
594 | (4) |
|
Techniques when using 3D Maps |
|
|
598 | (5) |
|
Tipping, rotating, and zooming the map |
|
|
598 | (1) |
|
Adding a photo to a point |
|
|
598 | (1) |
|
|
|
599 | (1) |
|
Changing column size or color |
|
|
599 | (1) |
|
Resizing the various panes |
|
|
600 | (1) |
|
Adding a satellite photograph |
|
|
600 | (1) |
|
|
|
600 | (1) |
|
Understanding the time choices |
|
|
601 | (1) |
|
|
|
602 | (1) |
|
Building a tour and creating a video |
|
|
603 | (1) |
|
|
|
603 | (4) |
|
Preparing the store image |
|
|
603 | (1) |
|
|
|
604 | (3) |
|
Chapter 25 Using sparklines |
|
|
607 | (16) |
|
Fitting a chart into the size of a cell with sparklines |
|
|
607 | (1) |
|
Understanding how Excel maps data to sparklines |
|
|
608 | (15) |
|
Creating a group of sparklines |
|
|
610 | (2) |
|
Built-in choices for customizing sparklines |
|
|
612 | (2) |
|
Controlling axis values for sparklines |
|
|
614 | (2) |
|
Setting up Win/Loss sparklines |
|
|
616 | (2) |
|
Showing detail by enlarging the sparkline and adding labels |
|
|
618 | (2) |
|
|
|
620 | (3) |
|
Chapter 26 Formatting spreadsheets for presentation |
|
|
623 | (28) |
|
|
|
624 | (6) |
|
Elements common in most SmartArt |
|
|
625 | (1) |
|
|
|
626 | (1) |
|
Changing existing SmartArt to a new style |
|
|
627 | (1) |
|
Adding images to SmartArt |
|
|
628 | (1) |
|
Special considerations for organizational charts and hierarchical SmartArt |
|
|
629 | (1) |
|
Using shapes to display cell contents |
|
|
630 | (2) |
|
|
|
632 | (1) |
|
Using WordArt for interesting titles and headlines |
|
|
632 | (3) |
|
Using text boxes to flow long text passages |
|
|
633 | (2) |
|
Using pictures and clip art |
|
|
635 | (2) |
|
Getting your picture into Excel |
|
|
635 | (1) |
|
Inserting a picture from your computer |
|
|
635 | (1) |
|
Inserting multiple pictures at once |
|
|
635 | (1) |
|
Inserting a picture from stock images |
|
|
636 | (1) |
|
Adjusting the picture using the ribbon tab |
|
|
637 | (8) |
|
Resizing the picture to fit |
|
|
637 | (2) |
|
Adjusting the brightness and contrast |
|
|
639 | (1) |
|
Adjusting picture transparency so cell values show through |
|
|
640 | (1) |
|
Adding interesting effects using the picture styles gallery |
|
|
640 | (2) |
|
Applying artistic effects |
|
|
642 | (1) |
|
|
|
642 | (3) |
|
Inserting screen clippings |
|
|
645 | (1) |
|
Selecting and arranging pictures |
|
|
645 | (2) |
|
Inserting icons, stickers, illustrations, and cut-out people |
|
|
647 | (1) |
|
|
|
648 | (3) |
|
|
|
651 | (22) |
|
|
|
651 | (1) |
|
|
|
652 | (2) |
|
Previewing the printed report |
|
|
654 | (6) |
|
Using the Print Preview on the print panel |
|
|
654 | (2) |
|
Using full-screen Print Preview |
|
|
656 | (1) |
|
Making the report fit on the page |
|
|
656 | (1) |
|
Setting worksheet paper size |
|
|
657 | (1) |
|
Adjusting worksheet orientation |
|
|
657 | (1) |
|
Adjusting worksheet margins |
|
|
657 | (1) |
|
Repeating the headings on each page |
|
|
658 | (1) |
|
Excluding part of your worksheet from the print range |
|
|
659 | (1) |
|
Forcing more data to fit on a page |
|
|
660 | (1) |
|
|
|
660 | (2) |
|
Manually adding page breaks |
|
|
660 | (1) |
|
Manual versus automatic page breaks |
|
|
661 | (1) |
|
Using Page Break Preview to make changes |
|
|
661 | (1) |
|
Removing manual page breaks |
|
|
661 | (1) |
|
Adding headers or footers to the printed report |
|
|
662 | (4) |
|
Adding an automatic header |
|
|
662 | (1) |
|
|
|
663 | (1) |
|
Inserting a picture or a watermark in a header |
|
|
663 | (1) |
|
Using different headers and footers in the same document |
|
|
664 | (1) |
|
Scaling headers and footers |
|
|
665 | (1) |
|
Printing from the File menu |
|
|
666 | (1) |
|
|
|
666 | (1) |
|
|
|
667 | (1) |
|
Changing printer properties |
|
|
668 | (1) |
|
Changing some of the Page Setup settings |
|
|
668 | (1) |
|
|
|
668 | (1) |
|
Exploring other page setup options |
|
|
669 | (4) |
|
Printing gridlines and headings |
|
|
669 | (1) |
|
Centering a small report on a page |
|
|
669 | (1) |
|
Replacing error values when printing |
|
|
670 | (1) |
|
|
|
670 | (1) |
|
Controlling the first page number |
|
|
670 | (3) |
|
Chapter 28 Collaborating in Excel |
|
|
673 | (26) |
|
The rise of working remotely in 2020 |
|
|
673 | (1) |
|
Storing documents in the cloud |
|
|
674 | (1) |
|
Sharing documents with others |
|
|
675 | (5) |
|
Sharing during the initial save |
|
|
675 | (1) |
|
Sharing using the Share button |
|
|
676 | (1) |
|
Sharing by mentioning in a modern comment |
|
|
677 | (1) |
|
Seeing who has access to the workbook |
|
|
677 | (1) |
|
Knowing when someone shares a workbook with you |
|
|
678 | (2) |
|
Editing the same workbook at the same time |
|
|
680 | (1) |
|
Seeing who else is editing using presence |
|
|
680 | (3) |
|
Etiquette for editing at the same time |
|
|
681 | (1) |
|
Avoiding the dreaded veto |
|
|
681 | (2) |
|
Filtering and sorting with Sheet Views |
|
|
683 | (3) |
|
Using threaded comments, mentions, and assigning tasks |
|
|
686 | (4) |
|
Tracking who did what in the workbook |
|
|
690 | (9) |
|
Seeing who changed what with Show Changes |
|
|
690 | (2) |
|
|
|
692 | (1) |
|
Rolling back using Version History |
|
|
692 | (7) |
|
|
|
|
Appendix A Excel functions |
|
|
699 | (56) |
|
Financial functions in Excel |
|
|
699 | (5) |
|
Logical functions in Excel |
|
|
704 | (1) |
|
|
|
705 | (3) |
|
Text functions for double-byte languages |
|
|
708 | (1) |
|
|
|
709 | (2) |
|
Lookup and reference functions |
|
|
711 | (3) |
|
|
|
714 | (5) |
|
|
|
719 | (10) |
|
|
|
729 | (2) |
|
|
|
731 | (1) |
|
|
|
732 | (2) |
|
|
|
734 | (1) |
|
|
|
735 | (1) |
|
|
|
736 | (1) |
|
|
|
736 | (2) |
|
Alphabetical cross-reference |
|
|
738 | (17) |
|
Appendix B Excel functions with DAX or Power Query equivalents |
|
|
755 | (10) |
|
Excel functions and DAX equivalents |
|
|
755 | (5) |
|
Excel functions with Power Query M equivalents |
|
|
760 | (5) |
|
Appendix C Adding functionality to Excel with add-ins |
|
|
765 | (12) |
|
Understanding three types of add-ins and how to activate |
|
|
765 | (3) |
|
Find optimal solutions with Solver |
|
|
768 | (1) |
|
Audit workbooks with Inquire |
|
|
768 | (1) |
|
Get descriptive statistics with the Analysis ToolPak |
|
|
769 | (2) |
|
Find near matches with Fuzzy Lookup |
|
|
771 | (1) |
|
Perform science projects with Data Streamer |
|
|
772 | (1) |
|
Perform Euro conversions with Euro Currency Tools |
|
|
772 | (1) |
|
Generate diagrams from data with Visio Data Visualizer |
|
|
772 | (1) |
|
Perform sentiment analysis using Azure Machine Learning |
|
|
772 | (1) |
|
Generate a chart with people using People Graph |
|
|
773 | (1) |
|
|
|
773 | (1) |
|
Test brilliant new functions for Excel with Fast Excel |
|
|
774 | (3) |
| Index |
|
777 | |