Cover image for Excel 2013: The Missing Manual

Book description

The world’s most popular spreadsheet program is now more powerful than ever, but it’s also more complex. That’s where this Missing Manual comes in. With crystal-clear explanations and hands-on examples, Excel 2013: The Missing Manual shows you how to master Excel so you can easily track, analyze, and chart your data.

Table of Contents

  1. Excel 2013: The Missing Manual
  2. The Missing Credits
    1. About the Author
    2. About the Creative Team
    3. Acknowledgments
    4. The Missing Manual Series
  3. Introduction
    1. What You Can Do with Excel
    2. The New Features in Excel 2013
      1. The Office 365 Subscription Service
      2. Office RT: Office for Tablets
      3. The Office Web Apps
    3. About This Book
      1. About the Outline
      2. About→These→Arrows
        1. Contextual Tabs
        2. Buttons with Menus
        3. Dialog Box Launchers
        4. Backstage View
        5. Ordinary Menus
      3. About Shortcut Keys
    4. Online Resources
      1. Registration
      2. Feedback
      3. Errata
      4. Examples
      5. Safari© Books Online
  4. 1. Worksheet Basics
    1. 1. Creating Your First Spreadsheet
      1. Starting a Workbook
      2. Adding Information to a Worksheet
        1. Adding Column Titles
        2. Adding Data
        3. Editing Data
        4. Editing Cells with the Formula Bar
      3. Using the Ribbon
        1. The Tabs of the Ribbon
        2. Collapsing the Ribbon
        3. Using the Ribbon with the Keyboard
        4. The Quick Access Toolbar
      4. Using the Status Bar
      5. Going Backstage
      6. Saving Files
        1. The Excel File Format
        2. Sharing Your Spreadsheet with Older Versions of Excel
        3. Saving Your Spreadsheet for Excel 2003
        4. Saving Your Spreadsheet As a PDF
        5. Password-Protecting Your Spreadsheet
        6. Disaster Recovery
          1. AutoRecover Settings
      7. Opening Files
        1. Opening Files in Other Formats
        2. Protected View
        3. Opening Files—With a Twist
        4. Working with Multiple Open Spreadsheets
    2. 2. Adding Information to Worksheets
      1. Adding Different Types of Data
        1. How Excel Identifies Text
        2. How Excel Identifies Numbers
        3. How Excel Identifies Dates and Times
        4. Regional Dating
      2. Handy Timesavers
        1. Moving Around the Grid with Shortcut Keys
        2. The Go To Feature
        3. AutoComplete
        4. AutoCorrect
        5. AutoFit
        6. AutoFill
          1. Custom AutoFill Lists
        7. Flash Fill
      3. Dealing with Change: Undo, Redo, and AutoRecover
        1. Undo and Redo
        2. AutoRecover
      4. Spell-Check
        1. Spell-Checking Options
      5. Adding Hyperlinks
        1. Creating a Link to a Web Page or Document
        2. Creating a Link to a Worksheet Location
    3. 3. Moving Data
      1. Selecting Cells
        1. Making Continuous Range Selections
        2. Making Noncontiguous Selections
        3. Automatically Selecting Your Data
        4. Making Selections with the Keyboard
      2. Moving Cells Around
        1. A Simple Cut-and-Paste or Copy-and-Paste
        2. A Quicker Cut-and-Paste or Copy-and-Paste
        3. Fancy Pasting Tricks
        4. Paste Special
        5. Copying Multiple Items with the Clipboard
      3. Adding and Moving Columns or Rows
        1. Inserting Columns
        2. Inserting Rows
        3. Inserting Copied or Cut Cells
        4. Deleting Columns and Rows
    4. 4. Managing Worksheets
      1. Worksheets and Workbooks
        1. Adding and Removing Worksheets
        2. Moving Between Worksheets
        3. Hiding Worksheets
        4. Naming and Rearranging Worksheets
        5. Moving Worksheets from One Workbook to Another
        6. Grouping Worksheets
          1. Managing Grouped Sheets
          2. Formatting Grouped Sheets
          3. Entering Data in Grouped Sheets
      2. Find and Replace
        1. The Basic Find
        2. Find All
        3. More Advanced Searches
        4. Finding Formatted Cells
        5. Finding and Replacing Values
    5. 5. Formatting Cells
      1. Formatting Cell Values
        1. Changing the Cell Value Format
        2. Formatting Numbers
          1. General
          2. Number
          3. Currency
          4. Accounting
          5. Percentage
          6. Fraction
          7. Scientific
          8. Text
        3. Formatting Dates and Times
        4. Special Formats for Special Numbers
        5. Custom Formats
          1. Creating a Custom Format
          2. Custom Format String Codes
          3. Date and Time Format Strings
          4. Number Format Strings
          5. Text Format Strings
      2. Formatting Cell Appearance
        1. Alignment and Orientation
        2. Fonts and Color
          1. Special Characters
        3. Borders and Fills
        4. Drawing Borders by Hand
    6. 6. Smart Formatting Tricks
      1. The Format Painter
      2. Styles and Themes
        1. Custom Styles
        2. Modifying Styles
        3. Transferring Styles Between Workbooks
        4. Themes: A Package of Styles
          1. Fonts
          2. Colors
          3. Effects
        5. Modifying Themes
      3. Conditional Formatting
        1. The Basics of Conditional Formatting
        2. Highlighting Specific Values
        3. Using Multiple Rules
    7. 7. Viewing and Printing Worksheets
      1. Controlling Your View
        1. Zooming
        2. Viewing Distant Parts of a Spreadsheet at Once
        3. Freezing Columns or Rows
        4. Hiding Data
        5. Saving View Settings
        6. Viewing Multiple Workbooks at Once
      2. Printing
        1. How to Print an Excel File
        2. Page Layout View: A Better Print Preview
        3. Creating Headers and Footers
      3. Controlling Pagination
        1. Page Breaks
        2. Scaling
        3. Page Break Preview: A Bird’s-Eye View of Your Worksheet
  5. 2. Formulas and Functions
    1. 8. Building Basic Formulas
      1. Creating a Basic Formula
        1. Excel’s Order of Operations
        2. Cell References
        3. How Excel Formats Cells That Contain Cell References
      2. Functions
        1. Using a Function in a Formula
        2. Using Cell References with a Function
        3. Using Cell Ranges with a Function
        4. Excel Compatibility Functions
      3. Formula Errors
      4. Logical Operators
      5. Formula Shortcuts
        1. Point-and-Click Formula Creation
        2. Point-and-Click Formula Editing
        3. The Formulas Tab
        4. Using the Insert Function Button
      6. Copying Formulas
        1. Absolute Cell References
        2. Partially Fixed References
        3. Referring to Other Worksheets
        4. Referring to Other Workbooks
          1. Updating Links
          2. Troubleshooting Links
          3. The Edit Links Window
    2. 9. Math and Statistical Functions
      1. Rounding Numbers
        1. ROUND(), ROUNDDOWN(), ROUNDUP(): Rounding Numbers
        2. MROUND(), CEILING(), and FLOOR(): More Rounding Functions
        3. INT() and TRUNC(): Chopping Off Non-Whole Numbers
        4. EVEN() and ODD(): Rounding Up to Even or Odd Values
      2. Groups of Numbers
        1. SUM(): Summing Up Numbers
        2. COUNT(), COUNTA(), and COUNTBLANK(): Counting Items in a List
        3. MAX() and MIN(): Finding Maximum and Minimum Values
        4. LARGE(), SMALL(), and RANK(): Ranking Numbers
        5. AVERAGE() and MEDIAN(): Finding Average or Median Values
        6. PERCENTILE() and PERCENTRANK(): Advanced Ranking Functions
        7. FREQUENCY(): Putting Numbers into Grouped Ranges
        8. MODE(): Finding Numbers That Frequently Occur in a List
      3. General Math Functions
        1. PRODUCT(), FACT(), POWER(), and SQRT(): Products, Factorials, Powers, and Square Roots
        2. QUOTIENT() and MOD(): Higher Division
        3. ABS() and SIGN(): Absolute Value and Determining a Number’s Sign
        4. RAND() and RANDBETWEEN(): Generating Random Numbers
        5. GCD() and LCM(): Greatest and Least Common Denominator
        6. COMBIN() and PERMUT(): Figuring Combinations and Permutations
        7. BASE() and DECIMAL(): Converting Numbers to Different Bases
        8. ROMAN() and ARABIC(): Using Roman Numerals
      4. Trigonometry and Advanced Math
      5. Advanced Statistics
    3. 10. Financial Functions
      1. The World of Finance
      2. Financial Functions
        1. FV(): Future Value
        2. PV(): Present Value
        3. PMT(), PPMT(), and IPMT(): Calculating the Number of Payments You Need to Make
        4. NPER(): Figuring Out How Much Time You Need to Pay Off a Loan or Meet an Investment Target
        5. RATE(): Calculating the Interest Rate You Need to Achieve a Target
        6. RRI(): Calculating the Interest Rate Your Investments Achieve
        7. NPV() and IRR(): Net Present Value and Internal Rate of Return
      3. Depreciation
      4. Other Financial Functions
    4. 11. Manipulating Dates, Times, and Text
      1. Manipulating Text
        1. CONCATENATE(): Joining Strings of Text Together
        2. LEFT(), MID(), and RIGHT(): Copying Portions of a Text String
        3. LEN(), FIND(), and SEARCH(): Counting Characters in a String
        4. UPPER(), LOWER(), and PROPER(): Changing Capitalization
        5. TRIM() and CLEAN(): Removing Unwanted Spaces and Non-Printing Characters
        6. SUBSTITUTE(): Replacing One Sequence of Characters with Another
        7. TEXT(), VALUE(), FIXED(), and DOLLAR(): Converting Text to Numbers and Vice Versa
        8. Other Text Functions
      2. Manipulating Dates and Times
        1. Math with Dates and Times
        2. TODAY() and NOW(): Inserting the Current Date and Time
        3. DATE() and TIME(): Dates and Times in Calculations
        4. DAY(), MONTH(), and YEAR(): More Date Calculations
        5. HOUR(), MINUTE(), SECOND(): More Time Calculations
        6. WEEKDAY(): Determining the Day of the Week
        7. DATEDIF(): Calculating the Difference Between Dates
        8. DATEVALUE() and TIMEVALUE(): Converting Dates and Times into Serial Numbers
        9. DAYS360(): Finding Out the Number of Days Between Two Dates
        10. EDATE(): Calculating Future Dates
        11. YEARFRAC(): Calculating the Percentage of a Year Between Two Dates
        12. EOMONTH(): Finding the Last Day of Any Month
        13. NETWORKDAYS(): Counting the Number of Business Days
        14. WORKDAY(): Figuring Out When Days Will Fall in the Future
        15. WEEKNUM(): Figuring Out in Which Week a Date Falls
    5. 12. Lookup, Reference, and Information Functions
      1. The Basic Lookup
        1. VLOOKUP(): Vertical Lookups
        2. HLOOKUP(): Horizontal Lookups
        3. IFNA(): Dealing with Failed Lookups
      2. Advanced Lookups
        1. MATCH(): Finding the Position of Items in a Range
        2. INDEX(): Retrieving the Value from a Cell
        3. Performing a “Left Lookup”
        4. Performing a Double Lookup
        5. OFFSET(): Shifting Cell References
        6. FORMULATEXT(): Getting the Text of a Formula
        7. Other Reference and Lookup Functions
        8. INDIRECT() and ADDRESS(): Working with Cell References Stored As Text
        9. TRANSPOSE(): Changing Rows to Columns and Vice Versa
        10. The HYPERLINK() Function: Creating a Dynamic Link
      3. Information Functions
        1. The “IS” Functions: Checking the Value Inside a Cell
        2. TYPE() and ERROR.TYPE(): Finding a Value’s Data Type or Error Type
        3. INFO() and CELL(): Gathering Info About Your Computer and Your Worksheet’s Cells
      4. Tutorial: Generating Invoices from a Product Catalog
        1. Dealing with Blank Values
        2. Dealing with Incorrect Values
    6. 13. Advanced Formula Writing and Troubleshooting
      1. Conditions in Formulas
        1. IF(): Building Conditional Formulas
        2. COUNTIF(): Counting Only the Cells You Specify
        3. SUMIF(): Adding Only the Cells You Specify
        4. COUNTIFS() and SUMIFS(): Counting and Summing Using Multiple Criteria
      2. Descriptive Names for Cell References
        1. Creating and Using a Named Range
        2. Creating Slightly Smarter Named Ranges
        3. Naming Formulas and Constants
        4. Managing Named Ranges
        5. Automatically Creating Named Ranges
        6. Applying Names to Existing Formulas
      3. Variable Data Tables
        1. Creating a One-Variable Data Table
        2. Creating a Two-Variable Data Table
      4. Controlling Recalculation
      5. Solving Formula Errors
        1. Step-by-Step Evaluation
        2. Tracing Precedents and Dependents
        3. Error-Checking
  6. 3. Organizing Your Information
    1. 14. Tables: List Management Made Easy
      1. The Basics of Tables
        1. Creating a Table
        2. Formatting a Table
        3. Editing a Table
        4. Selecting Parts of a Table
      2. Sorting a Table
        1. Applying a Simple Sort Order
        2. Sorting with Multiple Criteria
        3. Sorting by Color
      3. Filtering a Table
        1. Hiding Specific Values
        2. Filtering Dates
        3. Filtering Numbers
        4. Filtering Text
        5. Applying Filters with Slicers
      4. Dealing with Duplicate Rows
        1. Highlighting Duplicates
        2. Removing Duplicates Automatically
      5. Performing Table Calculations
        1. Dynamic Calculations
        2. Column Names
        3. Table Names
        4. The Total Row
        5. The SUBTOTAL() Function
        6. The Database Functions
    2. 15. Grouping and Outlining Data
      1. Basic Data Grouping
        1. Creating a Group
        2. Nesting Groups Within Groups
        3. Summarizing Your Data
        4. Combining Data from Multiple Tables
      2. Grouping Timesavers
        1. Auto Outline
        2. Automatic Subtotaling
    3. 16. Templates
      1. Using the Office Online Templates
        1. Creating a New Workbook from an Office Online Template
        2. Make Your Favorite Templates Stick Around
        3. Downloading Templates from the Office Online Website
      2. Rolling Your Own Templates
        1. Setting Up a Personal Template Folder
        2. Building a Custom Template
  7. 4. Charts and Graphics
    1. 17. Creating Basic Charts
      1. Charting 101
        1. Embedded and Standalone Charts
        2. Adding a Recommended Chart
        3. Picking from the Full Range of Charts
        4. Selecting a Chart
      2. Basic Tasks with Charts
        1. Moving and Resizing a Chart
        2. Creating a Standalone Chart
        3. Editing and Adding to Chart Data
        4. Filtering Chart Data
        5. Changing the Chart Type
        6. Printing Charts
          1. Embedded Charts
          2. Standalone Charts
      3. Practical Charting
        1. Charts with Multiple Series of Numbers
        2. Controlling the Data Excel Plots on the X-Axis
        3. Data That Uses a Date or Time Scale
        4. Noncontiguous Chart Ranges
        5. Changing the Order of Your Data Series
        6. Changing the Way Excel Plots Blank Values
      4. Chart Types
        1. Column
        2. Bar
        3. Line
        4. Pie
        5. Area
        6. Scatter (XY)
        7. Stock
        8. Surface
        9. Donut
        10. Bubble
        11. Radar
    2. 18. Formatting and Perfecting Charts
      1. Chart Styles and Layouts
        1. Chart Styles
        2. Chart Colors
        3. Chart Layouts
      2. Adding Chart Elements
        1. Adding Titles
        2. Adding a Legend
        3. Adding Data Labels to a Series
        4. Adding Individual Data Labels
        5. Adding a Data Table
      3. Formatting Chart Elements
        1. Selecting a Chart Element
        2. Coloring the Background
        3. Fancy Fills
          1. Gradient Fills
          2. Texture Fills
          3. Picture Fills
        4. Fancy Borders and Lines
        5. Formatting Data Series and Data Points
      4. Improving Your Charts
        1. Controlling a Chart’s Scale
        2. Adding a Trendline
        3. Adding Error Bars to Scientific Data
        4. Formatting 3-D Charts
        5. Changing the Shape of a 3-D Column
      5. Advanced Charting
        1. Exploding Slices in a Pie
        2. Grouping Slices in a Pie
        3. Gaps, Widths, and Overlays in a Column Chart
        4. Creating Combination Charts
    3. 19. Inserting Graphics
      1. Adding Pictures to a Worksheet
        1. Inserting a Picture from a File
        2. Positioning and Resizing a Picture
        3. Picture Touch-Up
        4. Removing the Background Behind a Picture
        5. Cropping and Shaping a Picture
        6. Picture Borders, Effects, and Styles
        7. Compressing Pictures
      2. Excel’s Clip Art Library
      3. Drawing Shapes
        1. Drawing a Shape
        2. Adding Text to a Shape
        3. Selecting and Arranging Shapes
        4. Connecting Shapes
      4. SmartArt
    4. 20. Visualizing Your Data
      1. Data Bars
        1. Editing a Formatting Rule
        2. Fine-Tuning Data Bars
          1. Putting Data Bars in a Separate Column
          2. Changing the Data Bar Scale
      2. Color Scales
        1. Fine-Tuning Color Scales
      3. Icon Sets
        1. Fine-Tuning Icon Sets
          1. Giving Your Icons Added Significance
          2. Hiding Icons for Some Values
      4. Sparklines
        1. Creating a Sparkline
        2. Changing the Axis
        3. Markers
  8. 5. Sharing Data with the Rest of the World
    1. 21. Protecting Your Workbooks
      1. Understanding Excel’s Safeguards
      2. Data Validation
        1. Settings
        2. Input Message
        3. Error Alert
        4. Data Validation with Formulas and Cell References
        5. Data Validation with Lists
      3. Locked and Hidden Cells
        1. Protecting a Worksheet
        2. Protecting an Entire Workbook
        3. Protecting Cell Ranges (with More Passwords)
        4. Allowing Specific Windows Users to Edit a Range
    2. 22. Worksheet Collaboration
      1. Your Excel Identity
      2. Preparing Your Workbook
        1. Workbook Protection
        2. Checking for Issues
        3. Document Properties
      3. Distributing Your Workbook
        1. Sending by Email
      4. Adding Comments
        1. Inserting a Comment
        2. Showing and Hiding Comments
        3. Fine-Tuning Comments
        4. Reviewing Comments
        5. Printing Comments
      5. Tracking Changes
        1. Turning On Change Tracking
        2. Understanding the Change Log
        3. Highlighting Changes
        4. Examining the Change Log
        5. Accepting and Rejecting Changes
        6. Merging Multiple Revisions into One Workbook
      6. Sharing Your Workbook
        1. Multiple Users Without Workbook Sharing
        2. Turning On Workbook Sharing
        3. Workbook Sharing in Action
      7. Reviewing Workbooks with Inquire
        1. Turning on the Inquire Add-In
        2. Generating a Spreadsheet Report
        3. Comparing two Workbooks
        4. Following the Formula Trail
    3. 23. Using Excel on the Web
      1. Putting Your Files Online
        1. Introducing SkyDrive
        2. Using SkyDrive
        3. Your Web Workflow
        4. Uploading a File to SkyDrive Using Your Browser
        5. Uploading a Workbook to SkyDrive Using Excel
      2. Using the Excel Web App
        1. Supported Features
        2. Unsupported Features
        3. Partially Supported Features
        4. Saving Files
        5. Taking a Workbook Back to Desktop Excel
      3. Sharing Your Files
        1. Inviting Specific People
        2. Creating a Sharing Link
        3. Spreading the Word on Social Networks
        4. Collaboration: The Excel Web App’s Specialty
        5. Creating a Survey
    4. 24. Exchanging Data with Other Programs
      1. Sharing Information in Windows
      2. Embedding and Linking Objects
        1. Embedding an Excel Chart in Another Program
        2. Creating a Linked Chart Object
        3. Importing Objects into Excel
      3. Transferring Data
        1. Exporting Tables of Data
        2. Importing Tables of Data
        3. Importing Text Files
  9. 6. Advanced Data Analysis
    1. 25. Scenarios and Goal Seeking
      1. Using Scenarios
        1. Creating a New Scenario
        2. Managing Scenarios
        3. Creating a Summary Report
      2. Using Goal Seek
        1. Goal Seeking with Complex Equations
      3. Solver
        1. Understanding Solver
        2. Defining a Problem in Solver
        3. More Advanced Solver Problems
        4. Saving Solver Models
        5. Configuring Solver
    2. 26. Pivot Tables
      1. Summary Tables Revisited
        1. Life Without Pivot Tables
        2. Life with Pivot Tables
      2. Building Pivot Tables
        1. Preparing a Pivot Table
        2. Pivot Table Regions
        3. Laying Out a Pivot Table
        4. Formatting a Pivot Table
        5. Rearranging a Pivot Table
        6. Getting to the Source
      3. Multi-Layered Pivot Tables
        1. Hiding and Showing Details
      4. Fine-Tuning Pivot Table Calculations
        1. Changing the Type of Calculation
        2. Adding a Calculated Field
      5. Filtering a Pivot Table
        1. Report Filtering
        2. Slicers
        3. Timelines
        4. Group Filtering
      6. Pivot Charts
        1. Creating a Pivot Chart
        2. Manipulating a Pivot Chart
    3. 27. Analyzing Databases
      1. Excel and Databases
      2. Creating a Data Connection
        1. Connecting to an Access Database
        2. Refreshing Data
        3. Data Source Security
        4. Connecting to a SQL Server Database
        5. Reusing Your Database Connection
      3. The Data Model: Boosting Pivot Tables
        1. Dealing with Big Tables
        2. Understanding Relationships
        3. Defining a Relationship
        4. Importing Relationships
        5. Going Behind the Scenes with PowerPivot
        6. Creating a Calculated Field with PowerPivot
    4. 28. Analyzing XML and Web Data
      1. Understanding XML
        1. What Is XML, Really?
        2. Three Rules of XML
          1. The Prolog
          2. Elements
          3. Nesting
        3. XML Files and Schemas
      2. Retrieving Information from XML
        1. Mapping a Simple Document
        2. Importing and Exporting XML
        3. Mapping Lists
        4. Gaining the Benefits of XML Mapping
      3. Creating Web Queries
        1. The Limitations of Web Queries
        2. Creating a Web Query
      4. Connecting to Online Data Services with OData
        1. Creating an OData Query
  10. 7. Programming Excel
    1. 29. Automating Tasks with Macros
      1. Macros 101
        1. Macro-Free and Macro-Enabled Workbooks
      2. The Macro Recorder
        1. Relative and Absolute Recording
        2. Where Macros Live
        3. Recording a Macro
        4. Playing a Macro
      3. Macro Security
        1. Trusted Documents
        2. Temporary Trust
        3. The Trust Center
        4. Setting Up a Trusted Location
      4. Creating Practical Macros
        1. Inserting a Header
        2. Alternating Row Formatting
        3. A Combined Task
        4. Placing a Macro on the Quick Access Toolbar
        5. Attaching a Macro to a Button Inside a Worksheet
    2. 30. Programming Spreadsheets with VBA
      1. The Visual Basic Editor
        1. The Project Window
        2. Modules and Macros
        3. Finding and Moving Macros
        4. Debugging a Macro
      2. Understanding Macro Code
        1. The Anatomy of a Macro
        2. Objects 101
        3. Using Properties and Methods
        4. Hunting for Objects
      3. Exploring the VBA Language
        1. Entering Text in the Current Cell
        2. Interacting with Other Cells
        3. Editing Specific Cells
        4. Formatting Cells
        5. Using Variables
        6. Making Decisions
        7. Repeating Actions with a Loop
        8. Creating Custom Functions
  11. 8. Appendix
    1. A. Customizing the Ribbon
      1. Adding Your Favorites to the QAT
        1. Adding Buttons
        2. Customizing Specific Workbooks
      2. Personalizing the Ribbon
        1. Changing Existing Tabs
        2. Creating Your Own Tab
        3. Exporting Your Custom Ribbon
  12. Index
  13. About the Author
  14. Copyright