Index. #All special item, 65 #Data special item, 64 #Header special item, 65 #ThisRow special item, 65 #Totals special item, 65

Transcription

1 Index # #All special item, 65 #Data special item, 64 #Header special item, 65 #ThisRow special item, 65 #Totals special item, 65 A absolute and relative cell references, 118 accept/reject changes to a shared workbook, 344 account. See microsoft account activate pivot table, 201 ActiveX controls, 352 add in power pivot, 258 solver, 292 advanced filter. See filter AND function, 138 apply names command, 167 asymmetric creating using named sets, 270 AutoComplete, 110 enabling and disabling, 110 formula entry using, 110 AutoFill, 67 AutoFilter. See also filter custom, 33, 34 range, applying to, 32 automatic calculation, 140 automatic updates applying, 28 switching on and off, 28 AVERAGE function, 110 B background error checking, enabling and disabling, 182 BI. See business intelligence boolean criteria, 138 business intelligence. See also data model explained, 260 business rules, explained, 86 button control (form control), 384 C calculate sheet command, 135 calculated field. See pivot table; OLAP pivot table calculated item. See pivot table; OLAP pivot table calculation options (manual and automatic), 140 case sensitive filter, implementing, 41 cell link, of form controls, setting, 356 cells, 56 hiding values in using a custom format, 285 input and result, 282 locking to prevent users changing them, 302 merging, 171 speaking, 192 unlocking, 303, 369 watch window, monitoring values in, 190 chart source data hidden and empty cells button, 369 charts. See also pivot chart; chart source data bar chart, creating, 76 gantt chart, 126 hidden and empty cells button, 369 pie charts, 368 temperature gauge, creating, 364 check box (form control), 360 clear filters command (pivot table), 220 collapsing and expanding an outline, 79 combo box (form control), 354 compare and merge workbooks command, 341 CONCATENATE function, 144 concatenation operator (&), 142 conditional formatting. See also visualizations consolidate data from multiple ranges, 82 constants, named constants, 165 controls ActiveX and form, differences between, 353 button control (form control) adding, 384 cell link of form controls, setting, 356 check box (form control), adding, 360 check box (form control), use value of, 362 combo box (form control), adding, 354 form and ActiveX, differences between, 353 group box (form control), adding, 352 input range, setting for combo box (form control), 355 option button (form control), adding, 352 COUNT function, The Smart Method Ltd 403

2 Learn Excel 2013 Expert Skills with The Smart Method COUNTA function, 173 COUNTIF function, 100, 118 creating from selection command, 168 criteria range, creating, for advanced filter, 36 CSV files, splitting into columns, 76 custom filter, 33 custom formatting codes, 144, 285 custom lists creating, 58 sorting by, 58 custom styles, use in pivot tables, 224 custom views, creating and viewing, 296 D data. See also validation Access, importing from, 206 connections, 206 delimited and fixed width, 75 external data from Access, getting, 206 input messages, 90 validation, 86 web queries, creating and executing, 328 data model. See also OLAP pivot table; OLAP creating, 258 CUBEVALUE function, using to retrieve data from, 264 DAX, 259 dimensions, explained, 261 foreign key, explained, 256 hierarchies, explained, 261 MDX code, used wthin CUBEVALUE function, 265 MDX, query language, described, 261 measures, explained, 261 OLAP, explained, 260 power pivot, relationship to data model explained, 258 primary key, explained, 256 relationship, creating, 258, 272, 274 relationship, explained, 256 relationship, many to many, explained, 272, 274 relationship, one to one, explained, 272, 274 data table column input cell, 283 row input cell, 283 single input, creating, 282, 366 two input, creating, 284 DATE function, 128 date of birth, calculating from age, 124 DATEDIF function, 124 dates and times 24 hour format, applying, 130 age, calculating from date of birth, 124 current date, entering as non volatile, 123 DATE function, 128 DATEDIF function, 124 DAY function, 122 days between two dates, calculating, 124 difference in days between two dates, calculating, 121, 124 formatting, changing default, 130 HOUR function, 134 midnight, time calculations that span, 132 MINUTE function, 134 minutes, converting to hours and minutes, 40 MONTH function, 122 monthly totals, group into using a pivot table, 238 months between two dates, calculating, 124 NOW function, 134 offset days, months and years, 128 offsetting a date by a specific interval, 126 SECOND function, 134 serial number, explained, 120, 124 TIME function, 136 time value, containment within dates, 120, 124 time, entering a non volatile current time, 135 TODAY function, 122 YEAR function, 122 years between two dates, calculating, 124 DAX. See data model DAY function, 122 delimited and fixed width data, 75, 76 dependents, tracing, 188 developer tab, enabling, 352 digital certificates, 306 digital signatures, 308 downloading the sample files, 17, 32 Dr Coddʹs third normal form rules, 74, 256 drill down, pivot table, into fields, 201 duplicate entries, removing from tables, 98 E e mail, hyperlink, used to send, 326 error alert messages, 88 errors #DIV/0!, eliminating with the IF function, 116 #DIV/0!, explained, 178 #NA, explained, 178 #NAME?, explained, 178 #NULL!, explained,

3 #NUM, explained, 178 #REF!, explained, 180 #VALUE!, explained, 180 background checking, detecting with, 182 background checking, enabling and disabling, 182 green triangle indicators, enabling and disabling, 182 green triangle, visual indicator of, 182 IFERROR function, 152 manually checking for, 184 solving, 178 trace dependents tool, 188 trace error tool, 187 trace precedence tool, 186 watch window, using to monitor cell values, 190 evaluate formula command, 109 EXACT function, 41 F files. See also workbooks macro enabled workbook format, 374 objects, creating from, 334 objects, linking to, 334 single file web page, type, 318, 321 web page, type, 318, 321 filter. See also AutoFilter advanced, 36, 38, 40 advanced with multiple OR criteria, applying, 36 by color, 35 by selection, 33 case sensitive, implementing, 41 clearing, 34 criteria range, 36, 38 custom, 33, 34 exact and inexact, creating, 37 extract records to a different worksheet using, 43 extracting random rows from a range using, 40 function driven, 40 list range, 38 pivot table, 210, 212 range, applying to, 32 removing, 33 removing advanced, 39 slicers, filtering pivot tables with, 214 top 10, 34 unique records, extracting using, 42 wildcards, use of in criteria, 37 FIND function, 148 fixed width and delimited data, 75, 76 foreign key. See also data model explained, 256 naming convention, 256 formatting. See also themes 24 hour time, 130 custom format strings, using, 144 date, changing default, 130 hiding values in cells using a custom format, 285 numbers in a pivot table, 201 slicers, 215 TEXT function, to format numerical values as strings, 144 time, changing default, 130 forms. See controls formulas. See also functions auditing by tracing precendents, 186 AutoComplete, creating with, 169 AutoComplete, enabling and disabling, 110 hiding to prevent viewing of, 303 range names, pasting into, 175 syntax box, understanding, 110, 111 trace dependents tool, 188 trace error tool, 187 frequency distribution, 240 functions. See also formulas AND, 138 AutoComplete, 110 AutoComplete, enabling and disabling, 110 AVERAGE, 110 CONCATENATE, 144 COUNT, 110 COUNTA, 173 COUNTIF, 100, 118 CUBEMEMBER, 266 CUBEVALUE, 264 DATE, 128 DATEDIF, 124 DAY, 122 evaluating with the evaluate formula command, 109 EXACT, 41 FIND, 148 FV, 114 GETPIVOTDATA, 262 HOUR, 134 IF, 116 IF, avoiding nesting using VLOOKUP, 117 IFERROR, The Smart Method Ltd 405

4 Learn Excel 2013 Expert Skills with The Smart Method INDIRECT, 170 INT, 40 LEFT, 146 LEN, 148 MAX, 110 MID, 146 MIN, 110 MINUTE, 134 MOD, 40 MONTH, 122 MROUND, 142 NOT, 138 NOW, 134 OFFSET, 172 OR, 138 PMT, 112, 282 PV, 114 RIGHT, 146 ROUNDUP, 218 ROW, 40 SECOND, 134 SUBTOTAL, 49 SUM, 110 SUMIF, 118 SUMPRODUCT, 293 TABLE, 283 TEXT, 144 TIME, 136 TODAY, 92, 122 TRIM, 149 VLOOKUP, 150 YEAR, 122 future value, explained, 113, 114 FV function, 114 G gantt chart, 126 get external data command, 206 goal seek, 290 goto special, 79 gross profit and markup explained, 140 group pivot table date fields, 238 pivot table fields, 202 pivot table text fields, 236 pivot table value ranges, 240 group box (form control), 352 H help system formula AutoComplete, accessing from within, 110 hide worksheets, columns and rows, 294 highlight changes command, 345 history options, in shared workbooks, 344 HOUR function, 134 hyperlinks. See internet I IF function, 116 avoiding nesting using VLOOKUP, 117 IFERROR function, 152 INDIRECT function, 170 input message, 90 input range (of combo box form control), 355 INT function, 40 IntelliSense, 110 interest, calculating using PMT function, 112 internet address, adding to the quick access toolbar, 326 back button, adding to the quick access toolbar, 326 hyperlink to a shape, 382 hyperlink, adding a screen tip to, 322 hyperlink, inserting, 322 hyperlink, to a range name, 323 hyperlink, to an e mail address, 326 hyperlink, to other workbooks, 324 hyperlink, to web pages, 324 navigation controls, adding to the quick access toolbar, 326 next button, adding to the quick access toolbar, 326 options, advanced web page, 320 publish, multiple worksheets as a web site, 320 web page, single file, 318, 321 web query properties, explained, 329 web query, creating and executing, 328 web servers, explained, 319 web site, publish entire workbook as, 318, 321 worksheet, publishing as a web page, 318 invisible signature, adding, 308 K keyboard shortcuts Create names from selection, 162 defined names, list, 165 format cells dialog, open, 130 function arguments dialog, display, 128 general format,

5 L name manager, show, 168 LEFT function, 146 LEN function, 148 locking, file locking explained, 336, 338 logical expressions using AND, OR and NOT, 138 M macro enabled workbook format, 374 macros absolute references, recording with, 372 automatically running when workbook is opened, 385 naming, 372 personal macro workbook, storing macro in, 372 quick access toolbar, running from, 384 recording with absolute references, 372 recording with relative references, 380 security, explained, 374 settings, security, 376 shapes, running from, 382 shortcut key, defining, 373 store macros in, explained, 372 this workbook, storing macro in, 372 trusted document, making a macro enabled workbook into, 374, 378 trusted folder, creating, 377 VBA, relationship between, 370 manual calculation, 140 markup and gross profit explained, 140 MAX function, 110 MDX. See also data model query language explained, 265 merge across command, 171 merge cells, 171 merging, explained, 336, 340 microsoft account setting background when logged into, 30 MID function, 146 midnight, dealing with in time calculations, 132 MIN function, 110 MINUTE function, 134 MOD function, 40 MONTH function, 122 MROUND function, 142 N name box, 163 resizing, 167 name manager, 168, 170 named constants, 164 named ranges. See range names names. See range names networks, sharing workbooks on, 337, 342 NOT function, 138 NOW function, 134 numbers formatting, in pivot table, 201 O objects chart, embedding into word, 332 copying, 333 drag and drop, creating by, 335 linking to files, 334 OLE (object linking and embedding), 333 paste special, creating by, 335 worksheet, embedding into word, 330 worksheet, linking to word, 334 office theme. See also themes background, setting, 30 changing, 30 OFFSET function, 172 OLAP. See also data model; OLAP pivot table cube data, accessing with the CUBEMEMBER function, 266 cube data, accessing with the CUBEVALUE function, 264 dimensions, explained, 260 hierarchies, 261 history and origins, 260 MDX, query language, described, 261 measures, explained, 260 overview, 260 OLAP pivot table. See also data model; OLAP calculated field, workaround, 268 calculated item, workaround, 268 creating, from data model, 258 CUBEMEMBER, function, using to retrieve data from OLAP cube, 266 CUBEVALUE, function, using to retrieve data from OLAP cube, 264 drilldown, limitations in, 268 GETPIVOTDATA, function, using to retrieve data from, 262 grouping, limitations and work around, 268 limitations of, 268 named sets, 270 overview, The Smart Method Ltd 407

6 Learn Excel 2013 Expert Skills with The Smart Method refreshing, 269 OLE (object linking and embedding), 333 operating system checking version of, 20 Windows 7, use of, 20 Windows 8, use of, 20 operators intersection, 170 option button (form control), 352 OR function, 138 outlines collapsing and expanding, 79 P page fields, 212 password open workbook, setting, 298 secure, creating with secure password generator, 389 paste special objects, creating with, 335 validation, 177 personal macro workbook, storing macros in, 372 pivot chart creating from pivot table, 244 moving to its own worksheet, 245 pivot table. See also OLAP pivot table; pivot charts; slicers Access database, getting external data from, 206 activating, 201 calculated field, adding to, 232 calculated item, adding to, 234 clear filters command, 220 collapse and expand outline in, 203 column labels, 205 compact form layout, 226 creating from a table, 200 custom PivotTable styles, creating, 224 date fields, grouping by, 238 drilling down into, 201 external data, using in, 206 field header, showing and hiding, 233 field list, 201, 204 field, removing from, 204 filter, 210 filters, removing all from, 220 formatting numbers in, 201 formatting using PivotTable styles, 222 frequency distribution, 240 GETPIVOTDATA function, using to retrieve data from, 262 grand total, adding to, 231 grouping fields in, 202 multiple in one worksheet, embedding, 246 multiple summations, displaying in, 230 multiple worksheets, generating using report filters, 220 multiple, filtering with slicers, 248 named ranges, creating from, 200 numeric ranges, grouping by, 240 outline form layout, 227 percentage, show row data by, 242 refresh data in, 207 report filter fields, using, 212 report layouts, 226 row labels, 204 rows, hiding, 233 slicers, filtering with, 214 sort, 210 subtotals, adding and removing, 228 tabular form layout, 227 text fields, grouping by, 236 values, 204 PMT function, 112 power pivot. See data model precedence rules in formulas, 108 precedents, tracing, 188 present value, explained, 114 primary key. See also data model explained, 256 meaningless, importance of, 256 naming convention, 256 profit, difference between markup and gross profit, 140 project management, Excelʹs suitability for, 126 protected view, 33 publish a worksheet as a web page, 318 PV function, 114 Q quick analysis, 44 converting a range to a table using, 48 percentages, adding using, 46 running totals, adding using, 46 totals, adding using, 44 quotations Abraham Maslow, 199 Andrew Carnegie, 317 Benjamin Disraeli, 27 Confucius, 25,

7 R Dr. Frank Crane, 21 George Bernard Shaw, 73 George Orwell, 107 James Whitcomb Riley, 255 Plutarch, 161 Winston Churchill, 24 range names apply names command, 167 automatically creating, 162 automatically creating in two dimensions, 168 creating from selection command, 168 creating manually, 164 dynamic, creating using OFFSET function, 172 dynamic, uses of, 172 explained, 162 formulas, make more readable with, 166 formulas, using in, 163 hyperlinks, creating to point to, 323 INDIRECT function, 170 intersection operator, using with, 170 name manager, 168, 170 named constants, 164 pasting into formulas using the paste name dialog, 175 pivot table, creating from, 200 qualified and unqualified references to, 164 scope, workbook and worksheet, 164 syntax rules for, 163 table based, creating, 174 validations, using with, 176 viewing, 166 ranges. See also range names AutoFilter, applying to, 32 consolidating, 82 duplicate entries, removing from, 98 sorting by column, 56 sorting by row, 54 subtotals, create automatically, 78 table, converting into, 48 table, creating from, 50 unique constraint, adding to, 100 read only worksheet creating, 303 hiding to prevent viewing of, 303 regional settings, 130 relational database. See also data model explained, 256 relationship. See also data model creating, 258, 272, 274 explained, 256 many to many, explained, 272, 274 one to one, explained, 272, 274 ribbon custom groups, adding to, 388 customizations, saving to a file, 391 tabs, showing and hiding, 386 RIGHT function, 146 ROUNDUP function, 218 ROW function, 40 S sample files downloading, 17, 32 organizing, 32 save as web page, 318 scenario summary report, creating, 288 scenarios defining, 286 goal seek, 290 merging, 288 quick access toolbar, viewing from, 287 scenario manager, 287 scenario summary report, creating, 288 scheduling equation, 126 schema, 272, 274 screen tip, adding to a hyperlink, 322 screenshot (sidebar), 303 SECOND function, 134 security custom views, creating and viewing, 296 digital certificate, implementing macro security with, 376 digital certificates, 306 digital signature, adding invisible, 308 hide worksheets, columns and rows, 294 locking cells to prevent users changing them, 302, 369 macro, 374 multiple levels for one worksheet, 304 password to open, setting, 298 passwords, choosing secure, 298 read only worksheet, creating, 303 structure and windows, protecting with a password, 300 trust center, 376 trusted document, creating, 378 trusted folder, creating, 377 unhide worksheets, columns and rows, 294 visible signature, adding, 310 shapes, running macros from, The Smart Method Ltd 409

8 Learn Excel 2013 Expert Skills with The Smart Method sharing accept/reject changes, 344 compare and merge tool, adding to quick access toolbar, 341 conflicts, resolving, 342 history options, 344 lock method, explained, 336, 338 merge method, explained, 336, 340 network, workbooks on, 342 track changes, options, 345 update workbook changes automatically, 342 workbook, converting to shared or normal, 340 workbooks, shared, restrictions when using, 340 shortcut keys recalculate workbook, 135 time, entering a non volatile current time, 135 signature, digital, 308 single file web page file type, 318, 321 slicers, 214 columns, changing number of, 215 connect multiple pivot tables to, 248 date driven interface, creating with, 218 filtering multiple pivot tables with, 248 filtering pivot table with, 214 formatting, 215 ranges, filtering with, 48 re sizing, 215 style, changing, 215 timeline, 216 smart method. See The Smart Method smart tag using to correct errors, 183 solver, 292 sort custom list, by, 58 left to right, 57 multiple criteria, using in, 54 options, 57 pivot table, 210 range by column, 56 range or table by row, 54 speak cells, 192 special items. See structured references split text using Text to Columns, 75 strings CONCATENATE function, 144 concatenating using & operator, 142 custom format codes, 144 FIND function, 148 LEFT function, 146 LEN function, 148 MID function, 146 numerical, converting to, 147 RIGHT function, 146 TEXT function, 144 TRIM function, 149 structure, protecting with a password, 300 structured references. See also tables enabling and disabling, 60 special items, using in, 64 unqualified and qualified, explained, 66 styles pivot table, creating custom style in, 224 pivot table, using in, 222 table, 50 SUBTOTAL function, 49 subtotals. See also ranges, tables copy subtotals only, 79 grand total, adding to pivot table, 231 nested, creating, 79, 80 pivot table, adding to, 228 tables, generate from using data consolidation, 84 SUM function, 110 SUMIF function, 118 SUMPRODUCT function, 293 T tables. See also structured references creating a pivot table from, 200 custom style, creating, 52 duplicate entries, removing, 98 formatting, 50 naming, 61, 175 new rows and columns, enabling and disabling automatic inclusion in, 61 range names, associating with, 175 range, converting to, 48, 50 slicers, using with, 48 sorting by row, 54 structured reference, creating manually, 62 structured reference, explained, 60 structured reference, using, 60 style options, 50 style, custom, creating, 52 styles gallery, 50 total row, adding to, 49 total row, showing average values in, 49 unique constraint, implementing, 100 temperature gauge chart, 364 TEXT function,

9 text to columns, 74, 76 the smart method avoiding repetition, 22 informal summary, 23 learning by participation, 25 putting the smart method to work, 20 session objectives, 23 sessions and lessons, 20 two facing pages rule, 24 themes. See also office theme applying to a workbook, 50 restricting color choice to, rationale for, 52 third normal form, 74 TIME function, 136 timeline. See slicers times. See dates and times TODAY function, 92, 122 totals adding using quick analysis, 44 trace dependents tool, 188 trace error tool, 187 trace precendents of formulas, 186 track changes, options, 345 TRIM function, 149 trust center, 376 trusted document, 374, 378 list, clearing, 379 trusted folder, creating, 377 U unhide worksheets, columns and rows, 294 unique constraint, adding to ranges and tables, 100 records, extracting using advanced filter, 42 V validation custom, 96 date, 92 dynamically changing based on a cell value, 176 error alert messages, 88 formula driven, 92, 177 input message, 90 link together using range names, 176 list, 94, 177 mandatory and advisory, 89 numeric data, 86 removing from selected cells, 177 source, different ways of defining, 94 style, 89 text length, 92 VBA, 370 version checking, 28 visible signature, adding, 310 visualizations, 55 VLOOKUP function, 150 W watch window, 190 web. See internet web options, 320 web page file type, 318, 321 web servers, explained, 319 website, publishing using multiple worksheets, 320 what if analysis. See also data tables, scenarios data table, single input, creating, 282 data table, two input, creating, 284 goal seek, 290 scenario manager, 287 scenario summary report, creating, 288 scenarios, defining, 286 scenarios, merging, 288 solver, using, 292 wildcards use of in filter criteria, 37 use of in logical criteria, 119 Windows 7. See operating system Windows 8. See operating system word embedding a chart object into, 332 embedding a worksheet object into, 330 linking an Excel worksheet to, 334 word documents, hyperlink to, 325 workbooks. See also files; sharing macros, running automatically when opened, 385 recalculating, 135 sharing on a network, 337, 342 worksheets publishing as a web page, 318 publishing, multiple as a web site, 320 saving as a web page, 318, 321 Y Y2K bug, 183 YEAR function, The Smart Method Ltd 411