2013 ADVANCED MANUAL
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1 2013 ADVANCED MANUAL C B C H O U S E 2 4 C A N N I N G S T R E E T E D I N B U R G H E H 3 8 E G W W W. I T R A I N S C O T L A N D. C O. U K I N F I T R A I N S C O T L A N D. C O. U K
2 CONTENTS CHAPTER 1 PIVOT TABLES... 5 PIVOT TABLES EXPLAINED... 5 CREATING A PIVOT TABLE... 5 LIST OF SUMMARY FUNCTIONS... 7 Refreshing the pivot table... Error! Bookmark not defined. GROUPING AND UNGROUPING PIVOT TABLE DATA... ERROR! BOOKMARK NOT DEFINED. To group data:... Error! Bookmark not defined. USING THE REPORT FILTER... ERROR! BOOKMARK NOT DEFINED. To add a Report Filter field to your PivotTable:... Error! Bookmark not defined. CREATING A PIVOT CHART... ERROR! BOOKMARK NOT DEFINED. SLICERS IN PIVOTTABLES EXPLAINED... ERROR! BOOKMARK NOT DEFINED. CREATING A SLICER... ERROR! BOOKMARK NOT DEFINED. CHAPTER 2 OUTLINING... ERROR! BOOKMARK NOT DEFINED. OUTLINING... ERROR! BOOKMARK NOT DEFINED. Creating an automatic outline... Error! Bookmark not defined. Removing an outline... Error! Bookmark not defined. CREATING A MANUAL OUTLINE... ERROR! BOOKMARK NOT DEFINED. CHAPTER 3 SCENARIOS... ERROR! BOOKMARK NOT DEFINED. SCENARIO MANAGER EXPLAINED... ERROR! BOOKMARK NOT DEFINED. CREATING A SCENARIO PREPARATION... ERROR! BOOKMARK NOT DEFINED. Naming cells... Error! Bookmark not defined. Deleting and Editing Named Ranges... Error! Bookmark not defined. TO CREATE YOUR SCENARIO:... ERROR! BOOKMARK NOT DEFINED. CREATING A SCENARIO SUMMARY REPORT... ERROR! BOOKMARK NOT DEFINED. MERGING SCENARIOS... ERROR! BOOKMARK NOT DEFINED. CHAPTER 4 MACROS... ERROR! BOOKMARK NOT DEFINED. MACROS EXPLAINED... ERROR! BOOKMARK NOT DEFINED. Global Macros... Error! Bookmark not defined. Local Macros... Error! Bookmark not defined. Relative vs. Absolute References... Error! Bookmark not defined. RECORDING A MACRO... ERROR! BOOKMARK NOT DEFINED. To record a macro:... Error! Bookmark not defined. *NOTE: Local Macros... Error! Bookmark not defined. Global Macros... Error! Bookmark not defined. THE PERSONAL MACRO WORKBOOK... ERROR! BOOKMARK NOT DEFINED. MACRO SECURITY... ERROR! BOOKMARK NOT DEFINED. RUNNING A MACRO... ERROR! BOOKMARK NOT DEFINED. RUNNING A MACRO USING KEYBOARD SHORTCUTS... ERROR! BOOKMARK NOT DEFINED. Changing a keyboard shortcut... Error! Bookmark not defined. DELETING A MACRO (LOCAL ONLY)... ERROR! BOOKMARK NOT DEFINED. DELETING A MACRO STORED IN THE PERSONAL MACRO WORKBOOK (GLOBAL) ERROR! BOOKMARK NOT DEFINED. RUNNING A MACRO WITH A BUTTON... ERROR! BOOKMARK NOT DEFINED. Assigning a macro to a toolbar button on the Quick Access Toolbar... Error! Bookmark not defined. EDITING A MACRO... ERROR! BOOKMARK NOT DEFINED. ADDING A LOOP VISUAL BASIC CODE... ERROR! BOOKMARK NOT DEFINED.
3 SAVING A MACRO... ERROR! BOOKMARK NOT DEFINED. CHAPTER 5 CHARTS... ERROR! BOOKMARK NOT DEFINED. CREATING A CHART... ERROR! BOOKMARK NOT DEFINED. CHANGING A CHART... ERROR! BOOKMARK NOT DEFINED. Design Tab... Error! Bookmark not defined. Format Tab... Error! Bookmark not defined. USING THE FORMATTING TASK PANE... ERROR! BOOKMARK NOT DEFINED. TRENDLINES IN CHARTS EXPLAINED... ERROR! BOOKMARK NOT DEFINED. CREATING A TRENDLINE... ERROR! BOOKMARK NOT DEFINED. DELETING A TRENDLINE... ERROR! BOOKMARK NOT DEFINED. SPARKLINES... ERROR! BOOKMARK NOT DEFINED. CHAPTER 6 USEFUL TIPS & OTHER FEATURES.. ERROR! BOOKMARK NOT DEFINED. MIXED REFERENCES... ERROR! BOOKMARK NOT DEFINED. ARRAYS... ERROR! BOOKMARK NOT DEFINED. Entering an array formula... Error! Bookmark not defined. Editing an array formula... Error! Bookmark not defined. AUDITING... ERROR! BOOKMARK NOT DEFINED. Trace Precedents... Error! Bookmark not defined. Remove Precedent Arrows... Error! Bookmark not defined. Trace Dependants... Error! Bookmark not defined. Remove Dependant Arrows... Error! Bookmark not defined. Remove All Arrows... Error! Bookmark not defined. Trace Error... Error! Bookmark not defined. FORMULA ERRORS... ERROR! BOOKMARK NOT DEFINED. DATA VALIDATION... ERROR! BOOKMARK NOT DEFINED. When is data validation useful?... Error! Bookmark not defined. Data validation messages... Error! Bookmark not defined. Create a drop-down list from a range of cells... Error! Bookmark not defined. Circle Invalid Data... Error! Bookmark not defined. GOAL SEEK... ERROR! BOOKMARK NOT DEFINED. Using goal seek... Error! Bookmark not defined. CONDITIONAL FORMATTING... ERROR! BOOKMARK NOT DEFINED. Excel Conditional Formatting Options... Error! Bookmark not defined. Find Duplicate Data in Excel with Conditional Formatting... Error! Bookmark not defined. To set manual conditional formatting:... Error! Bookmark not defined. Adding more than one condition... Error! Bookmark not defined. What happens when more than one conditional formatting rule evaluates to true Error! Bookmark not defined. Automatic rules... Error! Bookmark not defined. Using Conditional Formatting to Add Dynamic Row Shading... Error! Bookmark not defined. Shading Rows Example... Error! Bookmark not defined. Shading Alternate Rows Using a Formula and Conditional Formatting... Error! Bookmark not defined. Shading Alternate Columns Using a Formula and Conditional Formatting... Error! Bookmark not defined. CHAPTER 7 FUNCTIONS... ERROR! BOOKMARK NOT DEFINED. FUNCTIONS EXPLAINED... ERROR! BOOKMARK NOT DEFINED. TEXT FUNCTIONS... ERROR! BOOKMARK NOT DEFINED. Concatenation... Error! Bookmark not defined. 2
4 Other text functions:... Error! Bookmark not defined. DATE AND TIME FUNCTIONS... ERROR! BOOKMARK NOT DEFINED. INFORMATION FUNCTIONS... ERROR! BOOKMARK NOT DEFINED. FINANCIAL FUNCTIONS... ERROR! BOOKMARK NOT DEFINED. MATHEMATICAL FUNCTIONS... ERROR! BOOKMARK NOT DEFINED. STATISTICAL FUNCTIONS... ERROR! BOOKMARK NOT DEFINED. DATABASE FUNCTIONS... ERROR! BOOKMARK NOT DEFINED. Database examples... Error! Bookmark not defined. VERTICAL LOOKUP TABLES... ERROR! BOOKMARK NOT DEFINED. HORIZONTAL LOOKUP TABLES... ERROR! BOOKMARK NOT DEFINED. LOGICAL FUNCTIONS... ERROR! BOOKMARK NOT DEFINED. NESTED IFS... ERROR! BOOKMARK NOT DEFINED. If function using or... Error! Bookmark not defined. If function using and... Error! Bookmark not defined. If function using not... Error! Bookmark not defined. NESTING FUNCTIONS... ERROR! BOOKMARK NOT DEFINED. 3
5 CHAPTER 1 PIVOT TABLES 4
6 CHAPTER 1 PIVOT TABLES Pivot Tables Explained A PivotTable is an interactive table that summarises or cross tabulates large amounts of data. In a PivotTable you can: Filter data. Rotate a table s rows and columns to view different summaries of the source data. Display details for areas of interest. In a PivotTable you can summarise data by using functions such as Sum, Count and Average. You can also subtotal or grand total your data. The source data for a PivotTable can be from an Excel database or list or another PivotTable. Creating A Pivot Table To create a PivotTable: 1. Select a single cell in the source list or database. 2. Click on the Insert tab, then choose PivotTable: If you had the cursor in your data to begin with, the Table/Range should automatically show the range details of your data (TIP: make sure there are no whole blank rows or columns in your data) 3. Now choose where you want your data, either on a new worksheet, or in an existing worksheet. 4. Press OK 5
7 Creating a pivot table (CONT D) Drag and Drop Fields Your field headings (Column headings) will now be displayed in the PivotTable Field List on the right hand side of the screen. Simply drag these field names (e.g. Product) across the screen and drop them in the relevant areas in the boxes below the field list- Filters, Columns, Row, Values: (TIP: it is best to drag your column and row headings before you drag your Value fields) Column Row Values Filter groups the data in this field in columns. groups the data in this field in rows. displays summary data. The cells in this area display summary data for the items in the row and column fields. Values in each cell of this area represent a summary of the data from the source data. enables you to filter summarised data. If required, double click on each field to change the way the field is summarised. 6
8 Creating a pivot table (CONT D) Double click this to change the way the data summarises, e.g. Sum, Average, Count (see below for a complete list) This also allows you to change the format of the numbers Double Click any cell in your table to Drill Down and see a summary of that particular cell List of Summary Functions This is a sample of the complete manual Please visit 7
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