www.it-ebooks.info www.it-ebooks.info Excel 2013 The book that should have been in the box® Matthew MacDonald Beijing | Cambridge | Farnham | Köln | Sebastopol | Tokyo www.it-ebooks.info Excel 2013: The Missing Manual by Matthew MacDonald Copyright © 2013 Matthew MacDonald All rights reserved Printed in the United States of America Published by O’Reilly Media, Inc., 1005 Gravenstein Highway North, Sebastopol, CA 95472 O’Reilly books may be purchased for educational, business, or sales promotional use Online editions are also available for most titles (http://my.safaribooksonline.com) For more information, contact our corporate/institutional sales department: (800) 998-9938 or corporate@oreilly.com April 2013: First Edition Revision History for the Nth Edition: 2013-04-10 First release See http://oreilly.com/catalog/errata.csp?isbn=9781449357276 for release details The Missing Manual is a registered trademark of O’Reilly Media, Inc The Missing Manual logo, and “The book that should have been in the box” are trademarks of O’Reilly Media, Inc Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks Where those designations appear in this book, and O’Reilly Media is aware of a trademark claim, the designations are capitalized While every precaution has been taken in the preparation of this book, the publisher assumes no responsibility for errors or omissions, or for damages resulting from the use of the information contained in it ISBN-13: 978-1-449-35727-6 [LSI] www.it-ebooks.info Contents The Missing Credits ix Introduction xiii Part One: Chapter 1: Worksheet Basics Creating Your First Spreadsheet Starting a Workbook Adding Information to a Worksheet Using the Ribbon 12 Using the Status Bar 19 Going Backstage 23 Saving Files 26 Opening Files 41 Chapter 2: Adding Information to Worksheets 47 Adding Different Types of Data 47 Handy Timesavers 56 Dealing with Change: Undo, Redo, and AutoRecover 69 Spell-Check 75 Adding Hyperlinks 80 Chapter 3: Moving Data 85 Selecting Cells 85 Moving Cells Around 92 Adding and Moving Columns or Rows 103 Chapter 4: Managing Worksheets 107 Worksheets and Workbooks 108 Find and Replace 118 Chapter 5: Formatting Cells 127 Formatting Cell Values 128 Formatting Cell Appearance 149 iii www.it-ebooks.info Chapter 6: Smart Formatting Tricks 165 The Format Painter 165 Styles and Themes 166 Conditional Formatting 179 Chapter 7: Viewing and Printing Worksheets 189 Controlling Your View 189 Printing 202 Controlling Pagination 214 Part Two: Chapter 8: Formulas and Functions Building Basic Formulas 221 Creating a Basic Formula 221 Functions 227 Formula Errors 234 Logical Operators 238 Formula Shortcuts 240 Copying Formulas 248 Chapter 9: Math and Statistical Functions 261 Rounding Numbers 261 Groups of Numbers 267 General Math Functions 279 Trigonometry and Advanced Math 288 Advanced Statistics 292 Chapter 10: Financial Functions 297 The World of Finance 297 Financial Functions .298 Depreciation 312 Other Financial Functions 315 Chapter 11: Manipulating Dates, Times, and Text 319 Manipulating Text 319 Manipulating Dates and Times 328 Chapter 12: Lookup, Reference, and Information Functions 345 The Basic Lookup 346 Advanced Lookups 353 Information Functions 365 Tutorial: Generating Invoices from a Product Catalog 369 iv Contents www.it-ebooks.info Chapter 13: Advanced Formula Writing and Troubleshooting 375 Conditions in Formulas 375 Descriptive Names for Cell References 384 Variable Data Tables 395 Controlling Recalculation 400 Solving Formula Errors 401 Part Three: Organizing Your Information Chapter 14: Tables: List Management Made Easy 413 The Basics of Tables 414 Sorting a Table 424 Filtering a Table 430 Dealing with Duplicate Rows 436 Performing Table Calculations 438 Chapter 15: Grouping and Outlining Data 451 Basic Data Grouping 452 Grouping Timesavers 464 Chapter 16: Templates 469 Using the Office Online Templates 470 Rolling Your Own Templates 479 Part Four: Charts and Graphics Chapter 17: Creating Basic Charts 487 Charting 101 488 Basic Tasks with Charts 495 Practical Charting 502 Chart Types 512 Chapter 18: Formatting and Perfecting Charts 527 Chart Styles and Layouts 527 Adding Chart Elements 531 Formatting Chart Elements 543 Improving Your Charts 556 Advanced Charting 568 Chapter 19: Inserting Graphics 577 Adding Pictures to a Worksheet 578 Excel’s Clip Art Library 593 Drawing Shapes 596 SmartArt 607 Contents www.it-ebooks.info v Chapter 20: Visualizing Your Data 611 Data Bars 612 Color Scales 622 Icon Sets 623 Sparklines 627 Part Five: Sharing Data with the Rest of the World Chapter 21: Protecting Your Workbooks 639 Understanding Excel’s Safeguards 639 Data Validation 640 Locked and Hidden Cells 652 Chapter 22: Worksheet Collaboration 663 Your Excel Identity 664 Preparing Your Workbook 665 Distributing Your Workbook 671 Adding Comments 674 Tracking Changes 679 Sharing Your Workbook 690 Reviewing Workbooks with Inquire 696 Chapter 23: Using Excel on the Web 705 Putting Your Files Online .705 Using the Excel Web App 714 Sharing Your Files 724 Chapter 24: Exchanging Data with Other Programs 739 Sharing Information in Windows 740 Embedding and Linking Objects 741 Transferring Data 751 Part Six: Chapter 25: Advanced Data Analysis Scenarios and Goal Seeking 763 Using Scenarios 764 Using Goal Seek 771 Solver 776 vi Contents www.it-ebooks.info Chapter 26: Pivot Tables 791 Summary Tables Revisited 792 Building Pivot Tables 795 Multi-Layered Pivot Tables 806 Fine-Tuning Pivot Table Calculations 811 Filtering a Pivot Table 815 Pivot Charts 826 Chapter 27: Analyzing Databases 831 Excel and Databases 831 Creating a Data Connection 833 The Data Model: Boosting Pivot Tables 846 Chapter 28: Analyzing XML and Web Data 861 Understanding XML 862 Retrieving Information from XML 867 Creating Web Queries 879 Connecting to Online Data Services with OData 883 Part Seven: Programming Excel Chapter 29: Automating Tasks with Macros 893 Macros 101 893 The Macro Recorder 896 Macro Security 903 Creating Practical Macros 911 Chapter 30: Programming Spreadsheets with VBA 919 The Visual Basic Editor 920 Understanding Macro Code 926 Exploring the VBA Language 930 Part Eight: Appendix Appendix A: Customizing the Ribbon 945 Adding Your Favorites to the QAT 946 Personalizing the Ribbon 951 Index 957 Contents www.it-ebooks.info vii www.it-ebooks.info pie charts 978 Reset Picture command, 586, 588 Screenshot command, 579 shape-drawing (see shape-drawing) Shapes command, 578 SmartArt (see SmartArt), 578 transferring with Copy and Paste, 584 transparent, 551, 572, 587–588, 598, 603–604 vector, 581 pie charts, 490–491, 501, 511, 514, 516, 539–540, 569–571, 575 exploding slices, 569 grouping slices, 569–571 versus donut charts, 522 pie of pie charts, 516 PI() function, 289 pivot charts, 826–829 creating, 827 manipulating, 827–829 PivotChart Filter pane, 829 pivot tables, 791–830 banding, 803 based on records selected from an external database, 798 building, 795–806 calculated fields, 813–815 calculating row and column subtotals, 801 calculations, 811–815 changing type of, 812–813 change tracking and, 681 collapsing/expanding categories, 810 Columns region, 799 Create PivotTable window, 797 criteria for, 796 custom calculations, 813–815 drilling down into data, 804–806 Excel Web App, 721 filtering, 815–826 choosing right filtering, 818 group filtering, 823–826 Label Filters submenu, 825 report filtering, 816–818 slicers, 818–821 timelines, 822–823 Value Filters menu, 826 formatting, 802–803 hiding and showing details, 809–811 laying out, 800–802 life with, 794 life without, 793–794 moving field, 804 multilayered, 806–811 multiple rows, 806 new worksheet for, 798 PivotTable Fields pane, 798–800, 803, 806, 808–809, 812–815, 827–828 PivotTable Tools, 802–803, 814–815, 819, 822, 826–827 Analyze tab, 802 Design tab, 802 Layout section, 803 PivotTable Style Options section, 803 Styles section, 802, 821 preparing for, 797–798 rearranging, 803–804 recommended, 805 refreshing, 802 avoiding slow, 809 regions, 798–800 related fields, 807 removing field, 803 Report Filter region, 800 right groupings, 808 Rows region, 799 slicers, 818–821 custom slicer style, 821 timelines, 822–823 Value Field Settings window, 812 Values region, 799 versus grouping and subtotals, 795 pivot tables and databases Create Relationships window, 852 data model, 846–860 dealing with big tables, 848–850 defining relationships, 851–854 importing relationships, 854–855 PivotChart, 848 PivotTable Fields panel, 853, 855, 860 PivotTable Report, 848, 854 PowerPivot, 856–860 creating calculated fields,  858–860 more features, 860 plotting graphs, 488 plug-ins, 942 Index www.it-ebooks.info PMT() function, 304–306 Polynomial trend (charts), 563 positive or negative numbers in formulas, 298 Power and Exponential trend (charts), 562 POWER() function, 279–280 PowerPivot, 856–860 creating calculated fields, 858–860 more features, 860 PowerPivot for the Data Analyst, 860 PowerPoint, 179 PPMT() function, 304–306 Present Value (PV), 297 PRICEDISC() function, 317 PRICE() function, 317 PRICEMAT() function, 317 principal, 297 principal payments, 306 printing, 25, 202–214 Black and white, 208 Cancel command, 209 Cell errors, 208 comments, 677–679 on separate sheet, 678 Comments, 208 Custom Margins, 206 Draft quality, 208 Excel Web App, 719 formulas, 240 Gridlines, 207 headers and footers, 212–214 options, 213 margin settings, 205 more than one copy, 204 orientation, 204 Page Layout view, 209–212 Align with Page Margins option, 214 Different First Page option, 214 Different Odd & Even pages option, 214 Scale with Document, 214 things you can in, 211 Page order, 208 Page Setup window, 207 paper size, 205 parts of a spreadsheet, 209 print area, 207, 209 Print titles, 207 range of pages, 204 Row and column headings, 207 scaling, 207 selecting printer, 204 settings, 204 probability, 286 PRODUCT() function, 279–280, 445, 447 Programming Excel with VBA and NET, 942 programming spreadsheets, 919–942 And keyword, 937 conditional logic, 936–937 custom functions, 940–942 If block, 936 loops, 938–940 exit condition, 938 macros (see macros) modules (see modules) objects (see objects) Or keyword, 937 Visual Basic editor (see Visual Basic editor) With block, 929 (see also Visual Basic for Applications (VBA)) PromotionKey field, 851–853 proofing tools, 80 PROPER() function, 323–324 PROPER() function (programming), 939 properties, 668–671 Show All Properties, 668 properties (object), 928–930 HorizontalAlignment property, 934 MergeCells property, 934 Offset property ActiveCell object and, 932 Value property, 933 VerticalAlignment property, 934 protected view, 42–43, 45, 908 protecting workbooks, 639–662 data validation (see data validation) understanding Excel’s safeguards, 639–640 worksheet protection (see worksheet protection) Protect Sheet window “Allow all users of this worksheet to” list, 653 Index www.it-ebooks.info Protect Sheet window 979 Protect Structure and Windows window “Delete columns” and “Delete rows” checkboxes, 654 “Edit objects” checkbox, 654 “Edit scenarios” checkbox, 654 “Format cells”, “Format columns”, and “Format rows” checkboxes, 653 “Insert columns” and “Insert rows” checkboxes, 654 “Insert hyperlinks” checkbox, 654 “Password to unprotect sheet” text box, 654 “Protect worksheet and contents of locked cells” checkbox, 653 “Select locked cells” checkbox, 653, 655 “Select unlocked cells” checkbox, 653 “Sort” checkbox, 654 “Use AutoFilter” checkbox, 654 “Use PivotTable reports” checkbox, 654 Protect Structure and Windows window, 656–657 Protect Workbook command, 656, 665–666 Add a Digital Signature option, 666 Encrypt With Password option, 666 IRM (Information Rights Management), 666 Mark As Final option, 665 Protect Current Sheet option, 666 Protect Workbook Structure option, 666 Restrict Access option, 666 PV() function, 302–304 Q QAT (see Quick Access toolbar) quadratic function,, 774 queries Access, 834 creating OData query, 884–890 data querying, 832 web queries, 879–883 creating, 880–883 limitations of, 879–880 New Web Query window,  880–881, 883 980 opening workbook that contains, 882 repeat use of, 879 Workbook Connections window, 882–883 question mark (?), 148 Quick Access toolbar, 19 placing macros on, 914–916 Quick Access toolbar (QAT) changing placement, 946 customizing, 946–950 All Commands, 948 Commands Not in the Ribbon, 948 for specific workbooks, 949–950 Macros, 948 Popular Commands, 948 Quick Analysis, xvi limits of, 614 Quick Analysis feature charts, 489–491 Quick Analysis smart tag, 89 Quick Layout list (charts), 530 QUOTIENT() function, 281 R R1C1 reference style, 12 radar charts, 525 RADIANS() function, 289 RANDBETWEEN() function, 282–284 RAND() function, 282–284 Range object, 933, 936 RANK.AVG() function, 272 RANK.EQ() function, 272 RANK() function, 270–272 Rate, 298 rate appreciation, 311 RATE() function, 307–308 Reading View command Excel Web App, 722 Read Only, 691 RECEIVED() function, 317 Recent Documents, 46 removing files from list, 41 Recently Used (formulas), 242 Recent Workbooks, 46, records, 8 Redo, 69–71 reference functions, 243, 345 ADDRESS() function, 360–363 Index www.it-ebooks.info AREAS() function, 359 COLUMN() function, 359 INDIRECT() function, 360–363 OFFSET() function, 357–358 ROW() function, 359 SHEETS() function, 360 references shifting cell references, 357–358 referencing other documents, 742 Refresh All command, 836, 843, 876 Refresh command, 837, 872–873 controlling, 838 regional settings, 53–55 relational databases, 420 Remove Duplicates command,  437–439 Remove Person, 669 Repeat, 71 Replace command, 125–126 reports Solver add-in, 783 REPT() function, 327 Research window, 80 Reset Picture command, 586, 588 Resize Cells to Fit command, 701 Restricted Access command, 656 reverse-engineering formulas, 763, 775 Review tab, 15 ribbon collapsing, 15–16 conditional formatting, 183 customizing, 945–956 changing existing tabs, 952–954 creating tabs, 954–955 Quick Access toolbar (QAT),  946–950 editing graphics, 584 exporting custom, 955 number format section, 136 reasons for customizing, 954 shortcuts formatting cells, 136 styles and themes, 168 tabs, 12–15 using with keyboard, 16–18 (see also tabs) RIGHT() function, 320–321 Right (Indent) (horizontal alignment choice), 150 ROMAN() function, 288 rotating content, 152 ROUND() function, 262–263 rounding numbers, 261–266 ROW() function, 359 rows adding and moving columns and rows, 103–106 alternating row formatting with macros, 912–913 collapsed, 452 deleting, 105 freezing columns or rows, 194–196 hiding, 453 inserting, 104 selecting entire, 86 selecting multiple adjacent, 87 ROWS() function, 360 RRI() function, 308 scenarios S Safari browser, 706 Save As window, 26 saving files, 26–40 as PDF, 34–36 backup, 40 Excel Web App, 721–723 for Excel 2003, 33–34 options, 46 SharePoint, 27 SkyDrive, 27 to your computer, 26 scaling, 215–216 printing, 207 scatter charts, 518–519 Scenario Manager, 765–771 changing scenario assumptions, 768 merging scenarios, 771 removing, 769 switching between scenarios, 768 scenarios, 763–771 change tracking and, 681 creating, 764–768 multiple, 768 Excel Web App, 720 goal-seeking tool and, 772–773 “Hide” setting, 767 managing, 768–769 merging, 771 “Prevent changes” setting, 767 Index www.it-ebooks.info 981 scrap value 982 storing Solver results, 783 summary report, 769–771 scrap value, 313 Screenshot command, 579 Scroll Lock mode, 20–21 scroll mode, 20 SEARCH() function, 321–323 searching (see Find and Replace feature) SECOND() function, 335–336 security ActiveX settings, 908 add-ins, 908 Authenticode signing, 910 database information, 839 external content, 908 Information Rights Management (IRM), 656 macros, 903–910 Macros command, 905 settings, 908 temporary trust, 905–906 Trust Center, 906–909 trusted documents, 907 trusted documents and, 904 viruses, 904 message bar blocking macros, 908 protected view, 42–43, 908 protecting workbooks (see protecting workbooks) Select Data Source window (charts), 510–511 Select Files to Compare window, 700 Selection Mode, 22 Select Table window, 833 Send a Link option, 673 Send As Attachment option, 672 Send as Internet Fax option, 673 Send as PDF option, 673 Send as XPS option, 673 series (charts), 502 series of number signs, 95 SERIESSUM() function, 291 shadow effect in charts, 553 shape-drawing, 577, 596–607 3-D Rotation effect, 598 adding text to shapes, 600–602 WordArt Styles, 601 Basic Shapes, 596 Bevel effect, 598 Block Arrows, 596 Callouts, 596 drawing a shape, 597–600 drawing graphic objects, 606 Edit Points command, 599 effects, 598 Flowchart, 596 Glow effect, 598 grouping, 603 hiding shapes, 605 Lines, 596 lining up shapes, 605 Preset effect, 598 preset styles, 599 Rectangles, 596 Reflection effect, 598 resizing, 599 selecting and arranging shapes, 602–605 Selection and Visibility pane,  603–605 Shadow effect, 598 Shape Fill list, 598 Shape Outline list, 598 Soft Edges effect, 598 Stars and Banners, 596 Shapes command, 578 Share command, 25 SharePoint, 27, 706 sharing files Excel Web App, 723–738 creating sharing link, 728–730 inviting specific people, 725–728 sharing folder, 730 shortcuts, 671 workbooks, 690–696 “Conflicting changes between users” setting, 694 “Don’t keep change history” option, 693 turning on, 692–694 “Update changes” section, 693 SHEET() function, 360 SHEETS() function, 360 shifting cell references, 357–358 shortcut keys, 18 moving around grid quickly, 56–57 Show All Comments command, 675 Show All Properties, 668 Index www.it-ebooks.info Show Document Panel, 670 Show Formulas command, 701 Show Recovered Files, 38 Show Workbook Formatting command, 702 shrinking text, 153 Signatures indicator, 21 SIGN() function, 281–282 SIN() function, 289 SINH() function, 289 SkyDrive, 27, 706–707 clip art, 594 Excel Web App creating workbook, 716 sharing files, 724–738 sharing folder, 730 links, 730 uploading files, 712–714 using, 708–709 what you can store, 707 slicers, xvi, 434–435 pivot tables, 818–821 custom slicer style, 821 SLN() function, 313, 314 SLOPE() function, 296 SMALL() function, 270–272 SmartArt, 578, 607–610 dragging item into place, 610 Layouts gallery, 610 Reset Graphic command, 610 selecting diagram, 608 SmartArt Styles gallery, 610 tricks, 610 typing text, 608 Solver, 763, 776–790 advanced problems, 783–786 changing cells, 776 configuring, 788–790 Constraint Precision option, 790 constraints, 777 Convergence option, 790 decision variables, 776 defining problem in, 777–783 error value, 782 Evolutionary method, 789 examples, 786 feasible solution not found, 781 GRG Nonlinear method, 789 Integer Optimality option, 790 Iterations option, 790 Keep Solver Solution, 782 Max Time option, 790 Min option, 782, 785 objective cell, 776, 782 optimizing values, 783–784 Options window, 789–790 overview, 776–777 Parameters window, 778, 781–782, 787–789 reports, 783 Show Iteration Results option, 790 Simplex LP method, 789 Solving Method list, 780, 788 storing results in scenario, 783 target cell, 776 tolerance range, 777 unchanging cells, 777 versus goal-seeking tool, 776 website, 786 Solver models, 776, 786 creating, 777 saving, 787–788 Solver Results window, 781, 783–784 SOLVER.XLAM workbook, 921 Sort By Color command, 429–430, 436 sorting key, 424, 426 sorting tables, 424–430 applying new sort order, 424–425 Custom List, 428 Custom Sort command, 426 multiple sort criteria, 425–429 Sort By Color command, 429–430 source cells, 227 sparklines, 611, 627–636 changing axis, 632–635 column, 628 configuration options, 634 Create Sparklines window, 629–630 creating, 629–632 creating multiple, 630 date axis, 634 empty cells, 634 Excel Web App, 721 horizontal axis, 634 line, 628 markers, 636 reversing, 634 Sparkline Color list, 631 win/loss, 628 special characters, 156–158 Index www.it-ebooks.info special characters 983 spellchecker 984 spell-checker, 75–80 cancelling operation, 77 correcting errors, 76 Custom Dictionaries button, 79 options, 77–80 splitting merged cells and change tracking, 681 splitting window, 192–194 scroll bars, 193 Split again command, 193 Split command, 193 vertical split, 194 Spreadsheet Compare window, 700 spreadsheet modification, 85–106 automatically selecting data, 89–90 cutting, copying, and pasting cells, 92 cutting or copying part of a cell, 103 hidden dragging trick, 94 keyboard shortcuts, 90–91 moving cells around, 92–103 noncontiguous cell selection, 89 pasting tips (see pasting data) quick way to cut and paste data, 94 selecting all cells, 87 selecting cells, 85–91 continuous range selections,  85–89 with Go To feature, 91 selecting entire column, 86 selecting entire row, 86 selecting multiple adjacent columns, 87 selecting multiple adjacent rows, 87 simple cut-and-paste or copy-andpaste, 92–93 spreadsheets analyzing data, xiv common types, xiv opening, 41–46 opening multiple files, 46 password protecting, 36–37 saving as PDF, 34–36 saving for Excel 2003, 33–34 sharing with older versions of Excel, 31–32 working with multiple, 45–46 (see also workbooks; worksheets) SQL Server, 832–833, 845, 848 connecting to databases, 839–844 databases “Connect to a specific table” setting, 841 Description, 842 Friendly Name, 842 My Data Sources, 842 “Select the database” list, 841 SQL Server Express, 840 SQRT() function, 279–280 SQRTPI() function, 291 stacked column chart, 513 stacked line charts, 515 statistical functions, 292–296 AVEDEV() function, 295 AVERAGE() function, 272–274 CORREL() function, 295 COUNTA() function, 269 COUNTBLANK() function, 269 COUNT() function, 269–270 COVAR() function, 296 FORECAST() function, 292–296 FREQUENCY() function, 276–278, 292 LARGE() function, 270–272 LINEST() function, 296 MAX() function, 270 MEDIAN() function, 272–274 MIN() function, 270 MODE() function, 278–279 MODE.MULT() function, 278–279 NORMDIST() function, 296 NORMINV() function, 296 PERCENTILE.EXC() function, 276 PERCENTILE() function, 274–276 PERCENTRANK.EXC() function, 276 PERCENTRANK() function, 274–276 RANK.AVG() function, 272 RANK.EQ() function, 272 RANK() function, 270–272 SLOPE() function, 296 SMALL() function, 270–272 STDEVA() function, 296 STDEV() function, 296 TREND() function, 292–296 VARA() function, 296 VAR() function, 296 status bar, 19–23 Cell Mode indicator, 20 choosing which calculations appear in, 88 Index www.it-ebooks.info controlling what indicators appear in, 20–22 Page Break Preview, 20 Page Layout View, 20 Scroll Lock key and, 20 view buttons, 20 zoom slider, 20 STDEVA() function, 296 STDEV() function, 296, 446, 447 STDEVP() function, 446 stickiness, 424 stock charts, 520–521 straight-line depreciation, 313 structured table references, 443 structured tables versus variable data tables, 413 styles and themes, 165–179 applying multiple styles to same cell, 167 color, 172, 174–176 creating new styles, 169 custom styles, 168–171 deleting styles, 171 duplicating styles, 171 effects, 172, 176 fonts, 172–174 formatting options, 170 live preview feature, 167 turning off, 171 Merge Styles command, 172 modifying styles, 171 Number Format group of styles, 168 ribbon, 168 selecting many style checkboxes, 170 sharing with Word and PowerPoint, 179 themes, 172–179 choosing, 172 modifying, 176–179 transferring between workbooks, 171–172 subgroups, 794 subscription service (see Office 365 subscription service) SUBSTITUTE() function, 324–325 SUBTOTAL() function, 445–446, 460, 465–466 function codes, 445 table calculations, 441 subtotals versus pivot tables, 795 without using a numeric column, 796 Subtotal tool, 464–467 Add subtotal to” list, 466 “At each change in” pop-up menu, 465 “Replace current subtotals” checkbox, 467 “Summary below data”, 466 “Use function” pop-up menu, 465 Sum, 88 SUM() formula and data validation, 649 SUM() function, 267–268, 446–447, 460 blank cells and, 267 table calculations, 441 SUMIF() function, 239, 270, 377–380 limitation, 381 sum_range, 380 test_ range, 380 SUMIFS() function, 381–385 SUMIF.XLAM workbook, 921 Sum indicator, 22 summary tables, 792–795 two-dimensional comparison, 794 sum-of-years-digits depreciation, 313 surface charts, 521–522 Switch Row/Column command (charts), 506, 510 SYD() function, 313–314 symbols, 156–158 tables T Tab Color command, 113 table names, 442–444 tables, 413–450, 792–795 apostrophe (‘), 424 Banded Columns option, 420 Banded Rows option, 420 banding, 414, 418, 420 basics of, 414–424 built-in table styles, 419 calculations, 438–450 column names, 441–442 dynamic, 440–441 table names, 442–444 Total Row, 444–445 change tracking and, 681 Index www.it-ebooks.info 985 tables 986 comparing grouping and tables, 452 creating, 414–417 custom styles, 419 Delete Table Column command, 423 Design tab, 417 duplicates, 436–438 highlighting, 436–437 removing, 437–438 Duplicate Values command, 436 editing, 421–423 versus editing worksheets, 422 Excel Web App, 718 External Table Data, 417 filtering, 430–435 dates, 432–433 disappearing cell, 433 hiding specific values, 430–432 numbers, 433 slicers, 434–435 text, 434 First Column option, 420 formatting, 417–420 Header Row option, 420 Insert Sheet Rows command, 414, 415 Insert Table Columns to the Left command, 422 Insert Table Rows Above command, 421 Last Column option, 420 “My table has headers” checkbox, 416 New Table Quick Style window, 419 New Table Style, 419 pivot (see pivot tables) Properties, 417 selecting parts of, 423–424 sorting, 424–430 applying new sort order, 424–425 Custom List, 428 Custom Sort command, 426 multiple sort criteria, 425–429 Sort By Color command, 429–430 sorting key, 424, 426 stacking, 108 stickiness, 424 structured table references, 443 structured versus variable data, 413 styles, 417–420 subgroups, 794 Table Style Options, 417, 420 Table Styles, 417 Themes gallery, 419 Tools, 417 Total Row option, 420 two-dimensional comparison, 794 without pivot tables, 793–794 (see also pivot tables) tablets (see Office 2013 RT) tabs, 12–15 adding custom commands to group, 953 adding groups, 952 adding new groups, 954 changing existing tabs in ribbon, 952–954 changing group names, 954 changing order, 952 changing order of groups, 952 colorful, 113 creating, 954–955 deleting commands in group, 953 deleting groups, 954 ellipsis (…), 109 hiding, 952–953 overview, 14 rearranging commands in group, 953 rearranging groups, 954 removing, 956 removing group, 952 renaming, 952 tags, XML, 865 TAN() function, 289 TANH() function, 289 target cell (Solver), 776 TBILLEQ() function, 317 TBILLPRICE() function, 317 TBILLYIELD() function, 317 templates, 469–484 building custom, 481–484 starting with Excel template, 482 bulletproof, 484 creating workbooks from Office Online templates, 470–475 creating your own, 479–484 data validation, 484, 640 downloading, 475 from Office Online website,  476–478 for other Office program, 474 Index www.it-ebooks.info Office Online, 470–478 pinned templates, 476 ratings, 474 setting up folder, 480–481 understanding, 479 worksheet protection, 484, 640 text advanced text lookup, 349 capitalization, 323–324 CHAR() function, 327 CLEAN() function, 324 CODE() function, 327 CONCATENATE() function, 320 concatenation operator (&), 319 copying portions of strings, 320–321 DOLLAR() function, 324–327 EXACT() function, 327 fancy (see shape-drawing) filtering tables, 434 FIND() function, 321–323 FIXED() function, 324–327 fonts and color, 153–158 formatting characters, 156 functions, 243 getting text of formula, 358–359 joining strings, 320 LEFT() function, 320–321 LEN() function, 321–323 LOWER() function, 323–324 MID() function, 320–321 N() function, 328 PROPER() function, 323–324 removing non-printing characters, 324 removing unwanted spaces, 324 REPT() function, 327 RIGHT() function, 320–321 SEARCH() function, 321–323 shrinking, 153 special characters, 156–158 SUBSTITUTE() function, 324–325 SUM() function and cells with text, 267 TEXT() function, 324–327 T() function, 328 TRIM() function, 324 UNICHAR() function, 328 UNICODE() function, 328 UPPER() function, 323–324 using functions to clean up data, 324 #VALUE error message, 319 VALUE() function, 325–327 text data type, 48, 50–51 text files Delimited option, 755 Fixed width option, 755 importing, 754–760 why they matter, 755 text format strings, 149 TEXT() function, 324–327 Text Import Wizard, 756 T() function, 328 Themes gallery, 419 themes (see styles and themes) Thesaurus, 80 TIME() function, 333 timelines, xvi pivot tables, 822–823 timesaving features in worksheets, 56–69 TIMEVALUE() function, 339–340 TODAY() function, 332 data validation, 647–649 tolerance range (Solver), 777 toolbars Excel 2003, 952 Quick Access (see Quick Access toolbar (QAT) Top (vertical alignment choice), 151 Total Row, 444–445 transferring data, 751–759 Translate, 80 TRANSPOSE() function, 363–364 Transpose option, 97 Treasury bill, 317 TREND() function, 292–296 trendline (charts), 561–563 types of, 562 trigonometry and advanced math functions, 288–292 TRIM() function, 324 TRUE() function, 376 true or false values, 48, 51 TRUNC() function, 265 Trust Center, 906–909 ActiveX Settings, 908 Add-ins, 908 External Content, 908 File Block Settings, 908 Macro Settings, 908 Index www.it-ebooks.info Trust Center 987 trusted documents Message Bar, 908 Privacy Options, 909 Protected View, 908 Trusted App Catalogs, 908 Trusted Documents, 907 Trusted Publishers, 907 trusted documents, 904–905, 907 Trusted Locations, 907–910 setting up, 909–910 two-dimensional comparison, 794 Two Period Moving Average trend (charts), 562 TYPE() function, 367–368 “type mismatch” error (programming), 931 U unchanging cells (Solver), 777 underscore (_) character, 147 Undo, 69–71 Undo and Redo Excel Web App, 716 Ungroup command, 455 Unhide Columns command, 455 Unhide Columns / Unhide Rows, 197 Unhide Sheet command, 111–112 UNICHAR() function, 328 UNICODE() function, 328 Unlink command, 837 Unprotect Sheet command, 654 Upload Status indicator, 22 UPPER() function, 323–324 user accounts, 659 user-defined functions, 940 user groups, 661 V validation rules, 642, 645–650 value axis (charts), 504 Value Filters menu, 826 VALUE() function, 325–327 Value property (programming), 933 Values and Number Formatting option, 98 Values and Source Formatting option, 98 values Excel stores versus how they display, 49 Values option, 98 VARA() function, 296 VAR() function, 296, 446–447 988 variable data tables, 395–400 one-variable data table, 396–398 two-variable data table, 398–400 versus structured tables, 413 variables (programming), 934–936 data types, 936 VARP() function, 446–447 VBA subroutines, 922–923, 926 VDB() function, 317 vector graphics, 581 venture investment, 309 VerticalAlignment property, 934 View Macros command, 924, 926 View Shortcut, 22 View tab, 15 viruses (macros), 904 Visual Basic editor, 920–926 comments, 922 macros anatomy of, 927 debugging, 924–926 finding and moving, 923 FormatRow macro, 927 recording, 923 View Macros command, 924, 926 modules adding new modules, 926 removing, 926 VBA subroutines, 922 objects, 927–930 Project window, 921–922 hidden workbooks, 921 Microsoft Excel Objects folder, 921 VBA subroutines, 922–923, 926 Visual Basic for Applications (VBA) ampersand symbol (&), 931 And keyword, 937 arithmetic operators, 931 concatenation operator, 931 conditional logic, 936–937 custom functions, 940–942 Dim keyword, 934 editing specific cells, 932–933 entering text in current cell, 931 formatting cells, 933–934 If block, 936 invalid code, 931 loops, 938–940 exit condition, 938 Index www.it-ebooks.info Or keyword, 937 programming spreadsheets, 919–942 macros (see macros) modules (see modules) objects (see objects) Visual Basic editor (see Visual Basic editor) “type mismatch” error, 931 variables, 934–936 data types, 936 With block, 929 Visualizing Data with Microsoft Power View, 860 VLOOKUP() function, 346–349, 447 dealing with blank values, 372 volatile functions, 282 W Walkenbach, John, 937 web pages creating links to web page or document, 81–83 web queries, 879–883 creating, 880–883 placing data, 881 limitations of, 879–880 New Web Query window, 880–881, 883 opening workbook that contains, 882 repeat use of, 879 Workbook Connections window, 882–883 WEBSERVICE() function, 889 web services, 884 functions, 889 WEEKDAY() function, 336–337 WEEKNUM() function, 344 wildcard searches, 122 Windows phones, 706 With block (programming), 929 Word document with embedded Excel chart, 745 sharing styles and themes, 179 WordArt Styles, 601 WordPad, 743 Workbook Connections window,  882–883 Workbook Relationship command, 704 workbooks analysis report, 698 cell references in other, 254–259 Edit Links window, 258–259 troubleshooting links, 257–258 updating links, 255–257 comparing two with Inquire addin, 699–702 creating from Office Online templates, 470–475 distributing, 671–673 hidden, 921 macros and, 895 macro-enabled workbooks on network drive, 905 moving worksheets between, 114–115 multiple users without workbook sharing, 691–692 opening multiple at once, 46 protecting (see protecting workbooks) Protect Workbook, 665–666 sharing, 664, 690–704 best way, 696 “Conflicting changes between users” setting, 694 “Don’t keep change history” option, 693 example, 695 turning on, 692–704 “Update changes” section, 693 starting, 3–4 transferring styles between, 171–172 viewing multiple workbooks, 200– 202 (see also spreadsheets; worksheets) WORKDAY() function, 343–344 worksheet protection, 639 cell ranges, 657–659 allowing specific users to edit, 659–662 change tracking and, 681 finding all unlocked cells, 655 Format Cells window, 652–656 Protection tab, 653 locked and hidden cells, 652–662 protecting entire workbook,  656–657 Index www.it-ebooks.info worksheet protection 989 Worksheet Relationship command 990 Protect Sheet command, 653 “Protect worksheet and contents of locked cells” checkbox, 653 templates, 484, 640 Unprotect Sheet command, 654 Worksheet Relationship command, 704 worksheets adding and moving columns and rows, 103–106 adding and removing, 109–110 adding column titles, 6–8 adding data, 4–12, 8–9 adding different types of data, 47–55 adding macro to button, 916–918 cell alignment and data types, 50 cell references in other, 254 change tracking and deleting, 681 colorful tabs, 113 creating copies of, 113 creating links to worksheet location, 83–84 custom picture as background, 163 editing cells with formula bar, 10–12 data, 9–10 versus editing tables, 422 Excel’s grid, 5–6 formatting, 49 four core data types, 48 grouped entering data, 117–118 managing, 116 grouping, 115–118 headers and footers, 212–214 options, 213 hiding, 111–112 large number of, 110 limits, 110 managing, 107–126 moving around grid quickly, 56–57 moving between, 111 moving between workbooks, 114–115 naming and rearranging, 112–113 page breaks, 214–215 Insert Page Break command, 215 Page Break Preview, 216–218 Page Layout view, 209–212 pasting tips (see pasting data) printing (see printing) programming (see programming spreadsheets) reporting, xvii scaling, 215–216 stacking tables, 108 timesaving features in, 56–69 values Excel stores versus how they display, 49 versus databases, 420 viewing, 189–202 custom views, 198–200 freezing columns or rows,  194–196 hiding data, 197–198 multiple workbooks, 200–202 saving view settings, 198–200 splitting window, 192–194 zoom, 190–192 “Wrap text” checkbox, 151 X X-axis (charts), 504 Xbox LIVE, 707 XIRR() function, 312 xlsb file format, 29, 895 xlsm file format, 29, 895 XLStart folder, 899 xlsx file format, 28–30 under the hood, 30 XML document prolog, 863–864 elements, 864 adding caption, 871 document, 865 parent, 876 files, 866 getting XML information into Excel, 867 importing and exporting, 873–874 linked cell, 871, 873 mapping, 868 Excel Web App, 720 gaining benefits of, 877–878 lists, 875–877 saving mapped workbook, 874 simple document, 868–873 with schema, 874 nesting, 864–866 Open XML window, 869, 876 overview, 862–867 Index www.it-ebooks.info Refresh All command and, 876 Refresh command and, 872–873 retrieving information with, 867–878 root, 865 schemas, 866, 869 mapping and, 874 tags, 865 “Use the XML Source task pane”, 869, 876 XML Source pane, 869–870, 872, 874, 876 XNPV() function, 312 XOR() function, 376 XY charts, 518–519 zoom Y Y-axis (charts), 504 YEARFRAC() function, 341–342 YEAR() function, 334–335 YIELDDISC() function, 317 YIELD() function, 317 YIELDMAT() function, 317 Yield-sign icon with exclamation point, 235 Z zoom, 190–192 slider, 20, 22 Zoom command, 190 Zoom to Selection command, 191 Index www.it-ebooks.info 991 TH Excel 2013 E NG CD I S S MI no ’s There ook; b s i ith th w 5.00 D $ C d e t sav s u j you nd file, a e c i t prac this ress, ed in d n d o i a t n Web e me com ingle e softwar s uals n y r a e l v m b ada sing ad, e n) Inste of downlo ble at mis D ico ks, C a l e i g c a n n pie issi is av t of li book click the M a tidy lis ( ter l find chap you’l y b e r d e Th ize organ Don’t miss a thing! 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