TABLE OF CONTENTS. i Excel 2016 Advanced. 1 INTRODUCTION Method Software and other settings Exercise files 2
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1 i TABLE OF CONTENTS 1 INTRODUCTION Method Software and other settings Exercise files 2 2 MULTIPLE WORKSHEETS Working with multiple worksheets 3 Adding a worksheet 4 Deleting a worksheet 6 Naming the worksheets 6 Setting a tab color 7 Moving a worksheet 8 Copying a worksheet 9 Hiding and unhiding a worksheet 10 Worksheet background 11 Grouping worksheets Formulas with values from another worksheet 13 Writing formulas by selecting cells 13 Creating a formula by selecting a series of worksheets Calculations over multiple workbooks 15 Referring to another file 15 Refresh linked data Checking cell references 18 Trace precedents 18 Trace dependents 19 Error messages Window options 20 Locking titles 20 Splitting windows 22 Two windows on the same workbook 24 Hide an open workbook window 24 Comparing window contents 25 3 WORKING WITH DATABASES Setting up a database Creating a database in Excel 27
2 ii 3.3 Using a database in Excel 28 Viewing records 28 Excel tables 29 Adding and deleting records 29 Data form 29 Editing records 31 Selectively searching and viewing records Filtering data 32 Automatic filters 32 AND / OR criteria 34 Advanced Filter 36 Slicers Sorting data 41 Sort by one column 41 Sort by several columns Subtotals 42 Creating subtotals 43 Viewing and deleting subtotals 43 The SUBTOTAL function Grouping data 46 Auto Outline 46 Manual grouping 47 Ungroup 47 4 OPTIMAL USE OF FORMULAS AND FUNCTIONS Quick calculations with the status bar Copying formulas with relative and absolute cell references 50 The theory behind copying 50 What is the risk of copying? 52 Creating an absolute reference 53 Copying formulas with mixed cell reference Calculations with dates and times 55 Date 55 Time 56 Calculating with dates and times Named ranges 60 Creating named ranges 60 The name box 61 Deleting names 61 Letting Excel name the ranges 62 Changing names Using named ranges in formulas 64 Typing the name 65 Getting the name from a list 65 Clicking the range 66 Names in existing formulas 66 Absolute of relative? 66
3 iii 4.6 Adding a comment to a cell 67 Reading comments 68 Changing comments 68 Deleting comments Conditional cell formatting 69 Data Bars 69 Color scales 71 Icon sets 71 Highlight cells rules Highlight cells rules with formula 76 5 FUNCTIONS Math functions with a condition 79 Using function suggestions 79 The Insert Function window 80 The SUMIF function 81 The COUNT and COUNTIF functions Logical Functions 86 The AND function 86 The OR function 87 The IF function 89 The IF function in combination with time 92 Nested IF Function 92 IF function in combination with AND or OR Date Functions 96 Other date functions Text functions 98 The & character Search functions 100 Search in columns: the VLOOKUP function 101 VLOOKUP with exact match 104 VLOOKUP in intervals 105 Search in rows: the HLOOKUP function 106 The INDEX function 108 The MATCH function 110 Combining INDEX and MATCH Database functions 112 DSUM 112 DAVERAGE 114 DGET Array formulas 116 To calculate large numbers of cells at one time with an array formula 118 Totalling using an array formula 120
4 iv 6 VALIDATION Data validation 122 Validate correct input 122 Validate data in retrospect List with allowed values Errors 126 Causing an error 127 The Error button Checking formulas The error checking button 130 Other tools for errors The Watch Window PIVOT TABLES Creating a Pivot table 134 A simple Pivot table 134 Editing the structure 138 Multiple fields 140 Alternative statistics 141 Filter data 143 Edit data 146 Pivot a Pivot table 149 Show pages Customizing a Pivot table 152 Customizing the format 152 Adjusting the structure 153 Grouping of dates 156 Show data in a different way Presenting a Pivot table in a chart 159 A chart based on an existing Pivot table 160 A PivotChart with the Wizard Calculated fields Calculated items Merging multiple worksheets into one Pivot table Consolidating data Slicers TEMPLATES Creating a template 176 Protecting the right cells Using a template Editing a template 180
5 v 8.4 Professional formatting using styles and themes 181 Cell styles 181 Themes 183 Modifying and saving styles PROTECTING DATA Locking and unlocking cells Protecting the worksheet 186 Removing the protection 187 Selecting locked cells Protecting a workbook MACROS Creating macros Starting a macro Relative/absolute macro recording 194 A relative macro Editing a macro Linking a macro to a button in the worksheet Adding macros to the ribbon 200 Adding a macro to the Quick Access toolbar 200 Adding a macro to the ribbon Defining functions APPENDIX: COMPARING DATA Comparing with the VLOOKUP function Comparing with the MATCH function Comparing with conditional cell formatting APPENDIX: TEXT FILES Importing text files 216 Importing text files with a fixed width Text to columns APPENDIX: OPTIMIZATION OF VALUES Goal Seeking 221
6 vi 13.2 The Solver 223 When to use? 223 Activating the Solver 223 The dialog Parameters Solver 224 Settings of the Solver Scenarios 227 Cell names 228 Saving the current data in a scenario 228 Adding scenarios 229 Viewing scenarios APPENDIX: COLLABORATION Editing a shared workbook 231 How to open a file that is already open 232 Share a workbook 233 Conflicting changes 234 Track Changes 235 Auto save Backstage 237 PDF and XPS Internet 240 Save a file as a Web Page 240 Saving a Pivot table as a web page APPENDIX: WINDOWS SETTINGS Language settings 242 Setting up the decimal symbol Reveal file extensions APPENDIX: KEYBOARD SHORTCUTS Common keyboard shortcuts 246 INDEX 248
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