EVALUATION ONLY. Table of Contents. iv Labyrinth Learning

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1 Quick Reference Tables Preface EXCEL 2013 LESSON 1: EXPLORING EXCEL 2013 Presenting Excel 2013 Starting Excel Windows 7 Windows 8 Exploring the Excel Program Window Using Worksheets and Workbooks Mousing Around in Excel The Active Cell and the Highlight Scrolling Along in a Worksheet Navigating in a Worksheet Customizing the Ribbon Entering Data in Excel Data Types Completing Cell Entries The Enter and Cancel Buttons Deleting and Replacing Entries Long Text Entries Working with Numbers Number Formats Decimals and Negative Numbers Understanding Save Concepts Issuing Commands from the Keyboard Closing Workbooks EXCEL 2013 LESSON 2: EDITING WORKSHEETS xi xiii EX01.3 EX01.3 EX01.3 EX01.3 EX01.4 EX01.5 EX01.5 EX01.6 EX01.6 EX01.6 EX01.7 EX01.9 EX01.9 EX01.10 EX01.10 EX01.10 EX01.10 EX01.12 EX01.12 EX01.13 EX01.14 EX01.14 EX01.16 EX01.16 EX01.17 EX01.22 EX01.25 EX01.26 Opening Workbooks EX02.3 Editing Entries EX02.3 Replacing Entries EX02.3 Deleting Characters EX02.4 Selecting Cells and Ranges EX02.5 Excel Ranges EX02.5 Using Cut, Copy, and Paste EX02.9 Paste Options EX02.9 Moving and Copying Cells via Drag and Drop EX02.10 Moving and Copying Cells via Right-Dragging EX02.10 Using Undo and Redo Undoing Multiple Actions Clearing Cell Contents and Formats Using Auto Features Working with AutoFill AutoComplete vs. AutoFill The Auto Fill Options Button Using AutoCorrect Expanding AutoCorrect Entries Undoing AutoCorrect Entries Creating and Editing AutoCorrect Entries EXCEL 2013 LESSON 3: CHANGING THE APPEARANCE OF WORKSHEETS Exploring the Many Views of Excel Zooming the View Printing Worksheets Print Preview Print the Worksheet Printing Selections Editing Workbook Properties Standard Properties Advanced Properties Managing Worksheets Copying and Hiding Worksheets Modifying Columns and Rows Inserting and Deleting Columns, Rows, and Cells Formatting and Hiding Columns and Rows Hiding and Unhiding Columns and Rows Changing Vertical Alignment and Rotating Text Rotating Text EX02.13 EX02.13 EX02.15 EX02.16 EX02.16 EX02.18 EX02.19 EX02.21 EX02.21 EX02.21 EX02.22 EX02.24 EX02.25 EX02.30 EX02.33 EX02.34 EX03.3 EX03.3 EX03.5 EX03.5 EX03.6 EX03.6 EX03.6 EX03.7 EX03.7 EX03.9 EX03.11 EX03.14 EX03.16 EX03.18 EX03.18 EX03.20 EX03.20 EX03.22 EX03.23 EX03.28 EX03.31 EX03.32 iv

2 EXCEL 2013 LESSON 4: WORKING WITH FORMULAS AND FUNCTIONS Working with Formulas and Functions Using AutoSum to Create a SUM Formula Status Bar Functions Creating Formulas Cell and Range References The Language of Excel Formulas Please Excuse My Dear Aunt Sally Using Cell References in Formulas Relative Cell References Absolute Cell References Mixed References Using the [F4] Function Key Modifying and Copying Formulas Modifying Formulas Copying Formulas Displaying and Printing Formulas Using Formula AutoComplete Functions Defined Using Insert Function Creating Formulas with the IF Function IF Function Syntax How the IF Function Works EXCEL 2013 LESSON 5: FORMATTING CELL CONTENTS, BASIC SKILLS Formatting Worksheets Formatting Entries Using Excel s Alignment and Indent Features Aligning Entries Indenting Cell Entries Using Excel s Text Control Options Merging and Splitting Cells Wrapping Text Shrinking Text to Fit Within a Cell Formatting Numbers Using the Number Command Group Applying the Percent Style How Numbers Display in Cells Adjusting Decimal Places Displaying Negative Numbers Using the Format Cells Dialog Box EX04.3 EX04.3 EX04.4 EX04.7 EX04.7 EX04.7 EX04.8 EX04.9 EX04.9 EX04.10 EX04.10 EX04.10 EX04.12 EX04.12 EX04.13 EX04.15 EX04.17 EX04.17 EX04.19 EX04.21 EX04.21 EX04.21 EX04.23 EX04.24 EX04.29 EX04.33 EX04.34 EX05.3 EX05.3 EX05.4 EX05.4 EX05.4 EX05.5 EX05.5 EX05.6 EX05.6 EX05.8 EX05.8 EX05.9 EX05.9 EX05.9 EX05.9 EX05.11 Applying Borders and Fills to Cells Applying Borders Applying Fill Colors and Patterns Using Excel s Find and Replace Commands EXCEL 2013 LESSON 6: CHARTING WORKSHEET DATA Creating Charts in Excel Chart Placement Choosing the Proper Data Source Chart Types Chart and Axis Titles Chart Formatting Control Moving and Sizing Embedded Charts Moving Embedded Charts Sizing Embedded Charts Deleting Charts Exploring Other Chart Types Line Charts Pie Charts Modifying Existing Charts Changing the Chart Type and Source Data Modifying and Formatting Chart Elements Applying Layouts and Styles to Charts Formatting Attributes Controlled by the Selected Style Creating Trendlines Creating Sparklines in Cells Formatting Sparklines Previewing and Printing Charts EX05.12 EX05.12 EX05.12 EX05.14 EX05.17 EX05.18 EX05.23 EX05.26 EX05.27 EX06.3 EX06.3 EX06.3 EX06.4 EX06.4 EX06.5 EX06.8 EX06.8 EX06.8 EX06.9 EX06.10 EX06.10 EX06.11 EX06.15 EX06.16 EX06.16 EX06.20 EX06.20 EX06.22 EX06.24 EX06.24 EX06.26 EX06.27 EX06.28 EX06.32 EX06.36 EX06.37 v

3 EXCEL 2013 LESSON 7: FORMATTING CELL CONTENTS, ADVANCED SKILLS Working with the Format Painter and Quick Styles The Format Painter Applying Quick Styles to Cells Formatting with Themes Inserting Date Functions and Formatting Working with Dates Date Serial Numbers Creating Custom Formats Working with Conditional Formatting Using Presets and Multiple Conditions Creating a Conditional Formatting Rule Formatting with Graphics The Conditional Formatting Rules Manager Naming Cells and Ranges Naming Rules Creating Defined Names Using Defined Names EX07.3 EX07.3 EX07.4 EX07.9 EX07.10 EX07.11 EX07.11 EX07.13 EX07.15 EX07.15 EX07.15 EX07.16 EX07.16 EX07.20 EX07.20 EX07.20 EX07.20 EX07.23 EX07.24 EX07.29 EX07.32 EX07.33 EXCEL 2013 LESSON 8: MANAGING MULTIPLE-SHEET WORKBOOKS Sorting Worksheet Data EX08.3 Sorting by a Single Column EX08.3 Sorting Selected Rows EX08.3 Sorting by Multiple Columns EX08.3 Using Flexible Worksheet Views EX08.6 Freezing Rows or Columns EX08.6 Splitting the Worksheet Window EX08.6 Viewing Worksheets in Multiple Windows EX08.9 Creating Custom Worksheet Views EX08.10 Printing Multipage Worksheets EX08.13 Sizing Options EX08.13 Headers and Footers EX08.18 Adding a Watermark Image EX08.22 Applying a Worksheet Background EX08.22 Setting Title Rows and Columns EX08.24 Sheet Options EX08.24 Working with Page Breaks EX08.27 Using Multiple Worksheets EX08.29 Selecting Multiple Sheets EX08.29 Linking Cells and Formulas EX08.31 Why Link Cells? EX08.31 Using 3-D Cell References in Formulas EX08.33 Why Use a 3-D Reference? EX08.33 Creating a 3-D Reference EX08.33 Copying Worksheets EX08.35 The Move or Copy Dialog Box EX08.35 Copying Formats between Worksheets EX08.38 Paste Options EX08.39 Printing Multiple-Sheet Workbooks EX08.45 Applying Page Setup Options to Multiple Sheets EX08.45 Printing Multiple Sheets EX08.45 EX08.46 EX08.47 EX08.52 EX08.55 EX08.56 vi

4 EXCEL 2013 LESSON 9: APPLYING ADVANCED FUNCTIONS AND DATA ANALYSIS Creating Formulas Using Criteria IF Functions EX09.3 Function Syntax EX09.3 How the SUMIF Function Works EX09.3 How the AVERAGEIF Function Works EX09.4 How the COUNTIF Function Works EX09.4 How the COUNTIFS Function Works EX09.4 Using Logical Functions in Formulas EX09.6 IF, AND, OR, and NOT Function Syntax EX09.6 How Logical Functions Work Together EX09.6 IFERROR Function Syntax EX09.7 How the IFERROR Function Works EX09.8 Using Functions to Format Text EX09.9 Changing the Case of Text with PROPER, LOWER, and UPPER EX09.9 Eliminating Spaces with the TRIM Function EX09.9 Using SUBSTITUTE to Replace Text EX09.9 Calculating the Text Length with LEN EX09.10 Using FIND to Locate Text EX09.11 Using LEFT, MID, and RIGHT to Extract Text EX09.11 Using Flash Fill and the CONCATENATE Function EX09.14 Creating Financial Functions EX09.16 PMT and FV Functions EX09.16 Financial Function Syntax EX09.16 Using Data Analysis Tools EX09.19 Goal Seek EX09.19 Solver EX09.21 Scenario Manager EX09.25 EX09.28 EX09.29 EX09.34 EX09.37 EX09.38 EXCEL 2013 LESSON 10: CREATING TABLES AND OUTLINES Working with Tables Table Rows Table Columns Creating a Table Converting a Range to a Table Creating a New Blank Table Renaming a Table Header Row Total Row Formatting a Table Adding and Deleting Rows and Columns Selecting Table Rows and Columns Calculated Columns Converting a Table to a Range Printing a Table Deleting a Table Understanding Structured References Formulas with Structured References Using Enhanced Sorting and Filtering Sorts Filters Custom Filters Using SUBTOTAL to Calculate Filtered Lists SUBTOTAL Function Syntax How the SUBTOTAL Function Works Using Quick Analysis Using the Outline Feature How Outlines Work Auto Outline Creating Groups Manually Displaying Subtotals Sorting the List The Subtotal Dialog Box EX10.3 EX10.3 EX10.3 EX10.4 EX10.4 EX10.4 EX10.4 EX10.6 EX10.6 EX10.7 EX10.9 EX10.10 EX10.12 EX10.12 EX10.13 EX10.13 EX10.14 EX10.14 EX10.15 EX10.15 EX10.16 EX10.17 EX10.21 EX10.21 EX10.21 EX10.23 EX10.24 EX10.24 EX10.24 EX10.26 EX10.27 EX10.28 EX10.28 EX10.30 EX10.31 EX10.37 EX10.40 EX10.41 vii

5 EXCEL 2013 LESSON 11: UTILIZING GRAPHICS AND TEMPLATES Using Illustrations with Excel EX11.3 Design Principles EX11.3 Inserting Pictures and Clip Art EX11.3 Inserting a Picture from a File EX11.3 Inserting a Screenshot EX11.4 Inserting Clip Art EX11.5 Moving, Sizing, and Rotating Images EX11.7 Scaling and Cropping Images EX11.8 Correcting Images and Applying Special Effects EX11.12 Getting Into Shapes EX11.18 Inserting Shapes EX11.18 Illustrating with SmartArt and WordArt EX11.21 Using SmartArt EX11.21 Using WordArt EX11.23 Using Templates EX11.26 Template Features EX11.26 Creating a New Workbook from a Template EX11.26 Template Storage Locations EX11.27 Customizing Templates EX11.29 Creating Your Own Templates EX11.29 Modifying Custom Templates EX11.31 EX11.32 EX11.33 EX11.38 EX11.41 EX11.42 EXCEL 2013 LESSON 12: USING LOOKUP FUNCTIONS, PIVOTTABLES, AND MACROS Introducing Lookup Functions EX12.3 LOOKUP Function Syntax EX12.3 How the VLOOKUP Function Works EX12.4 Sorting a Table Array EX12.4 Creating PivotTables EX12.7 Arranging the Source Data EX12.7 PivotTable Example 1 EX12.7 PivotTable Example 2 EX12.8 How PivotTables Work EX12.8 Formatting a PivotTable EX12.12 Changing PivotTable Fields EX12.14 Filtering a PivotTable with AutoFilter EX12.17 Filtering PivotTables with Slicers EX12.17 Editing PivotTable Calculations EX12.20 Refreshing PivotTable Data EX12.21 Creating PivotCharts EX12.23 Filtering PivotCharts EX12.24 Formatting and Printing PivotCharts EX12.24 Changing Macro Security Security Levels Recording Macros Naming a Macro Recording Macro Steps Storing Macros Saving a Workbook Containing Macros Running Macros Assigning Macros Assigning Macros to Shortcut Keys Assigning Macros to Custom Buttons EXCEL 2013 LESSON 13: USING ADVANCED FORMATTING AND ANALYSIS TOOLS Working with Grouped Worksheets Grouping Worksheets Ungrouping Worksheets Consolidating Worksheet Data Consolidation Functions Types of Consolidation Creating Links to Source Data Working with Data Validation Restricting Data Entry Using Criteria Copying a Data Validation Rule Creating Drop-Down Lists for Data Entry Circling Invalid Data Removing Duplicate Records Filtering for Unique Records Removing Duplicates Tracing Formulas The Formula Auditing Tools Tracing Precedents Tracing Dependents Auditing Formula Errors Auditing Single Cells Error Checking in Multiple Cells Tracing Errors Evaluating Formulas Using Data Tables One-Variable Data Tables Two-Variable Data Tables EX12.25 EX12.25 EX12.29 EX12.30 EX12.30 EX12.32 EX12.33 EX12.34 EX12.42 EX12.46 EX12.47 EX13.3 EX13.3 EX13.3 EX13.6 EX13.6 EX13.7 EX13.7 EX13.10 EX13.10 EX13.11 EX13.14 EX13.17 EX13.19 EX13.19 EX13.19 EX13.22 EX13.22 EX13.22 EX13.24 EX13.25 EX13.26 EX13.26 EX13.27 EX13.29 EX13.30 EX13.30 EX13.31 EX13.34 EX13.35 EX13.42 EX13.46 EX13.47 viii

6 EXCEL 2013 LESSON 14: COLLABORATING IN EXCEL Creating Folders in Excel Working with Project Folders Creating Folders Renaming Folders Organizing Workbooks in Folders Inserting and Viewing Comments When to Use a Comment Viewing Comments Navigating Through Comments Setting the Username Inserting and Deleting Comments Adding to and Formatting Comments Positioning and Sizing a Comment Printing Comments Creating Hyperlinks Types of Hyperlinks Insert Hyperlink Dialog Box Editing and Removing Hyperlinks Protecting Workbooks and Worksheets Protecting the Workbook Structure Protecting Worksheet Elements Password Protection Protecting Cells Creating Digital Signatures When to Use a Digital Signature Creating a Digital Certificate Creating a Digital Signature Removing Digital Signatures EX14.3 EX14.3 EX14.3 EX14.3 EX14.4 EX14.6 EX14.6 EX14.6 EX14.6 EX14.8 EX14.8 EX14.8 EX14.9 EX14.11 EX14.13 EX14.13 EX14.14 EX14.14 EX14.18 EX14.18 EX14.20 EX14.20 EX14.22 EX14.24 EX14.24 EX14.25 EX14.26 EX14.29 EX14.30 EX14.31 EX14.36 EX14.39 EX14.40 EXCEL 2013 LESSON 15: SHARING WORKBOOKS Preparing Workbooks for Distribution EX15.3 Inspecting Workbooks for Personal Information and Hidden Data EX15.3 Marking a Workbook as Final EX15.4 Granting Permission to View or Edit a Workbook EX15.4 Sharing Workbooks Without a Network EX15.6 Tracking Changes to Workbooks EX15.6 Reviewing Tracked Changes EX15.9 The Change History EX15.9 Merging Multiple Workbooks EX15.12 What Happens When Workbooks Are Merged EX15.12 Merged Cells versus Merged Workbooks EX15.12 Protecting Elements in a Shared Workbook EX15.13 Sharing Workbooks on a Network EX15.14 Simultaneous Access to Shared Workbooks EX15.14 Disabled Features in Shared Workbooks EX15.14 Switching Off Sharing EX ing a Workbook EX15.18 Attaching a Workbook EX15.18 Inserting a Worksheet in an Message EX15.19 Importing Data via a Web Query EX15.20 Collaborating with SkyDrive and Office Web Apps EX15.23 Creating a Microsoft Account EX15.23 Storing Files on SkyDrive EX15.24 Saving a File to SkyDrive in Excel EX15.24 Editing Files with Office Web Apps EX15.25 Sharing Files with SkyDrive EX15.26 Moving Files EX15.27 Setting the Folder Permission Level EX15.28 EX15.28 EX15.29 EX15.37 EX15.42 EX15.43 ix

7 EXCEL 2013 LESSON 16: INTEGRATING EXCEL WITH OTHER PROGRAMS Maintaining Compatibility with Previous Versions of Excel About File Formats Checking for Excel Version Compatibility Using the Compatibility Pack Converters Converting Workbooks to Other File Formats Text File Formats Limitations of File Formats PDF and XPS File Formats Using Excel Tables with Word Mail Merge Sharing Excel Data with Access Inserting Excel Charts in PowerPoint Linking Compared to Embedding Importing External Data Using Copy and Paste Importing Data with Drag and Drop Importing a Text File Converting Text to Columns Saving Workbook Elements as a Web Page Saving as a Web Page Saving as a Single File Web Page Publishing the Web Page Index EX16.3 EX16.3 EX16.6 EX16.8 EX16.8 EX16.9 EX16.9 EX16.10 EX16.12 EX16.14 EX16.18 EX16.20 EX16.20 EX16.22 EX16.22 EX16.22 EX16.25 EX16.27 EX16.29 EX16.30 EX16.30 EX16.30 EX16.32 EX16.33 EX16.39 EX16.42 EX16.43 INDEX.1 x

8 Quick Reference Tables GENERAL TASKS Controlling Worksheet Views... EX08.7 Creating Headers and Footers... EX08.19 Displaying Multiple Worksheet Windows and Custom Views... EX08.11 Hiding and Unhiding Columns and Rows... EX03.19 Managing Worksheets... EX03.10 Saving a Workbook and Managing Workbook File Versions... EX01.14 Setting Page Breaks... EX08.28 Setting Print Options... EX08.15 Setting Titles, Gridlines, and Headings... EX08.25 Sorting Worksheet Data... EX08.4 CHART TASKS Applying a Layout and Style to a Chart... EX06.20 Creating and Placing a Chart... EX06.5 Creating Sparklines... EX06.24 Creating Trendlines... EX06.22 Modifying Existing Charts... EX06.17 Printing Charts... EX06.26 COMMENT AND TRACK CHANGES TASKS Inspecting, Marking as Final, and Restricting Access... EX15.4 Printing Comments... EX14.11 Reviewing Tracked Changes... EX15.9 Tracking Changes to a Workbook... EX15.7 Viewing Comments... EX14.7 Working with Comments... EX14.9 CONVERSION AND COMPATIBILITY TASKS Checking Workbook Compatibility with Earlier Excel Versions... EX16.9 Converting Worksheet Data to a Text Format... EX16.10 Converting Text to Columns... EX16.27 Publishing a Workbook in PDF or XPS Format... EX16.12 Working with File Formats... EX16.5 DATA ANALYSIS TASKS Auditing Formulas... EX13.27 Circling Invalid Data... EX13.17 Consolidating Data... EX13.8 Creating Data Tables... EX13.31 Filtering and Removing Duplicate Records... EX13.20 Installing Add-Ins and Using Solver... EX09.22 Using Goal Seek... EX09.20 Using Scenario Manager... EX09.26 Validating Data Entries... EX13.15 EDITING TASKS Clearing Cell Contents and Formatting... EX02.15 Editing Workbook Properties... EX03.7 Finding and Replacing Data and Formats... EX05.15 Inserting and Deleting Columns, Rows, and Cells... EX03.16 Selecting Cells and Ranges... EX02.6 Undoing and Redoing Actions... EX02.13 Using AutoCorrect... EX02.22 Using Cut, Copy, and Paste... EX02.10 FORMATTING TASKS Adding a Watermark and Background to Sheets... EX08.23 Applying Conditional Formatting... EX07.17 Applying, Modifying, and Saving Themes... EX07.9 Changing Column Widths and Row Heights... EX03.14 Creating 3-D Cell References in Formulas... EX08.34 Creating Custom Number Formats... EX07.14 Merging Cells and Wrapping Text... EX05.6 Setting Vertical Alignment and Text Rotation... EX03.21 Using the Format Painter, Paste Options, and Paste Special... EX08.41 Working with the Format Painter and Cell Styles... EX07.4 xi

9 FORMULA TASKS Assigning Defined Names... EX07.20 Creating Date and Time Functions... EX07.11 Using AutoSum and the Status Bar Functions... EX04.4 Using Formula AutoComplete to Enter a Formula into a Cell... EX04.17 Using Insert Function to Enter a Function in a Cell... EX04.19 Using Named Cells and Ranges... EX07.22 Viewing and Printing Formulas... EX04.16 GRAPHICS TASKS Editing Images... EX11.13 Inserting Images... EX11.6 Inserting and Editing Shapes... EX11.19 Scaling and Cropping Images... EX11.10 Working with SmartArt and WordArt... EX11.24 INTEGRATION TASKS Importing a Text File into Excel... EX16.25 Importing Data Between Documents... EX16.23 Importing Data via a Web Query... EX15.21 Importing Excel Data into Access... EX16.18 Linking and Embedding Excel Charts in a PowerPoint Slide... EX16.20 Saving Workbook Elements as a Web Page... EX16.30 Using Excel Tables with Word Mail Merge... EX16.14 MACRO TASKS Assigning a Macro... EX12.32 Recording a Macro... EX12.28 MULTIPLE-SHEET WORKBOOK TASKS Choosing Total Row Formulas and Table Style... EX10.7 Copying and Moving Worksheets... EX08.35 Copying, Hiding, and Unhiding Worksheets... EX03.12 Creating and Renaming Tables... EX10.5 Creating Calculated Columns, Printing, and Deleting Tables... EX10.13 Creating, Editing, and Removing Hyperlinks... EX14.15 Creating Structured References in Table Formulas... EX10.15 Displaying and Removing Subtotals from Worksheet Lists... EX10.28 Editing Table Rows and Columns... EX10.11 Grouping and Ungrouping in Lists and Tables... EX10.26 Grouping and Ungrouping Worksheets... EX13.3 Sorting and Filtering Tables and Lists... EX10.18 Using Multiple Sheets... EX08.29 PIVOTTABLE AND PIVOTCHART TASKS Changing PivotTable Field Order and Filtering PivotTable Data... EX12.18 Creating a PivotTable... EX12.9 Editing PivotTable Calculations and Refreshing Data... EX12.21 Formatting a PivotTable... EX12.12 Working with PivotCharts... EX12.24 PROTECTION AND SHARING TASKS Creating a Digital Certificate and Digital Signatures... EX14.27 Merging Multiple Versions of a Shared Workbook... EX15.13 Organizing Workbooks in Folders... EX14.5 Protecting Workbooks, Worksheet Elements, and Cells... EX14.21 Sending a Workbook via ... EX15.19 Sharing a Workbook... EX15.15 SKYDRIVE TASKS Creating and Using a Microsoft Account... EX15.23 Editing a SkyDrive Workbook in Excel Web App or Excel... EX15.26 Saving and Accessing Files on SkyDrive... EX15.24 Working with SkyDrive Folders... EX15.27 TEMPLATE TASKS Creating and Using Templates... EX11.27 Using Custom Templates... EX11.29 xii Quick Reference Tables