Excel Basic 1 GETTING ACQUAINTED WITH THE ENVIRONMENT 1.1 Introduction 1.2 A spreadsheet 1.3 Starting up Excel 1.4 The start screen 1.5 The interface 1.5.1 A worksheet or workbook 1.5.2 The title bar 1.5.3 The 'Tell me what you want to do box 1.5.4 The Backstage button 1.5.5 The ribbon 1.5.6 The formula bar 1.5.7 The status bar 1.5.8 The scroll bars 1.5.9 The shortcut menus 1.5.10 The mini toolbar 1.5.11 The Quick Access Toolbar 2 INTEGRATION WITH OFFICE 365 2.1 Linking your account 3 EDITING FILES 3.1 Saving a workbook 3.2 Cloud storage 3.3 Closing a workbook 3.4 Creating a new workbook 3.5 Opening a workbook 3.5.1 The Open menu 3.5.2 Pinning files 4 EDITING A WORKBOOK 4.1 Changing the content of a cell 4.2 Insert mode and overwrite mode 4.2.1 Insert mode 4.2.2 Overwrite mode 4.3 Navigating within a workbook 4.3.1 Navigation keys 4.3.2 Mouse editing inative Pag. 1
4.3.3 Go to 4.3.4 Using the name box in the formula bar 4.4 Views 4.5 Excel Options 4.5.1 Default font 4.5.2 Options for a new workbook 4.5.3 User name 4.5.4 Saving workbooks 4.5.5 The Help function in Excel 5 A FIRST REAL WORKSHEET 5.1 Introduction 5.2 An example 5.3 Editing a cell 5.3.1 Entering a different value 5.3.2 Modifying the text in the formula bar 5.3.3 Modifying the text in the cell itself 5.4 Entering numbers 5.5 Widening columns 5.5.1 Widening a column using the mouse 5.5.2 Widening a column using the ribbon 5.5.3 Widening a column using the shortcut menu 5.5.4 Automatically widening a column 5.5.5 Setting the default width 5.6 Modifying the row height 5.7 Inserting a row or column 5.7.1 Inserting a single row or column 5.7.2 Inserting multiple rows or columns 5.8 Deleting a row or column 5.9 Copying cells 5.9.1 Copying and pasting using the ribbon 5.9.2 Copying by dragging 5.10 Moving cells 5.11 Number formats 5.12 Alignment 5.13 Undo 5.14 Redo 5.15 The Escape key 5.16 Additional key combinations inative Pag. 2
5.17 Printing a worksheet 5.18 Opening multiple workbooks 5.18.1 Copying from one worksheet to another 5.18.2 Switching between document windows 6 FORMATTING, COPYING AND FILLING 6.1 Formatting a range of cells 6.2 Categories 6.3 Number formats in the group Number 6.4 Fonts 6.4.1 Font style 6.4.2 Size 6.4.3 Proportional and non-proportional font 6.4.4 Underlining 6.4.5 Colour 6.4.6 Effects 6.4.7 Comment 6.5 Font, font size, etc. in the ribbon 6.6 Merging and centring 6.7 Alignment 6.7.1 Horizontal alignment 6.7.2 Vertical alignment 6.7.3 Orientation 6.7.4 Wrap text 6.7.5 Shrink to fit 6.7.6 Merge cells 6.7.7 Text direction 6.7.8 Commands in the ribbon 6.8 Borders 6.9 Fill 6.10 Hiding grid lines 6.11 Ranges of cells and formatting 6.11.1 Format Painter 6.11.2 Deleting data in a range of cells 6.11.3 Deleting data and formatting 6.11.4 Deleting data and shifting remaining data 6.12 Filling ranges of cells using the fill handle 7 FROM WORKSHEETS TO WORKBOOK 7.1 Introduction 7.2 Multiple worksheets in a workbook inative Pag. 3
7.3 Inserting and deleting a worksheet 7.4 Protecting the worksheet 7.5 Working on multiple tabs 7.6 Renaming tabs 7.7 Changing tab format 7.8 Copying, moving and deleting worksheets 7.8.1 Copying a worksheet 7.8.2 Moving a worksheet 7.8.3 Deleting a worksheet 7.9 Splitting a worksheet 7.10 Freezing panes 8 PRINTING A WORKSHEET 8.1 Page Setup 8.1.1 Page tab 8.1.2 Margins tab 8.1.3 Header/Footer tab 8.1.4 Sheet tab 8.1.5 Headers and footers in Page Layout 8.1.6 Inserting page breaks 8.1.7 Viewing and moving page breaks 8.1.8 Deleting page breaks 8.1.9 Setting print area 8.1.10 Clearing print area 9 EXERCISES 10 INSERTING FORMULAS 10.1 Entering a formula 10.2 The AutoSum button 10.3 Functions 10.4 Formula palette 11 RELATIVE CELL REFERENCES 11.1 Introduction 11.2 Example: one formula to calculate every subtotal 12 ABSOLUTE CELL REFERENCES 12.1 Introduction inative Pag. 4
12.2 Example: conversion from to $ 13 MIXED CELL REFERENCES 13.1 Introduction 13.2 Example: one formula to calculate various scenarios 14 NAMING A CELL OR CELL RANGE 14.1 Introduction 14.2 Method 14.3 Using names in formulas 14.4 Modifying name references 15 OVERVIEW OF FUNCTIONS 15.1 Introduction 15.2 Insert function 15.2.1 The Insert Function dialog box 15.2.2 Help using a function 15.2.3 Basic functions 15.2.4 The IF function 16 MORE ABOUT DATES AND TIME 16.1 Principle 16.2 Adding a number of days to a date 16.3 Totalling times 16.4 The current date 16.5 The current time 17 USEFUL INFO IN THE STATUS BAR 18 ERRORS 18.1 ####### 18.2 #NAME? 18.3 #VALUE? 18.4 #NUM! 18.5 #DIV/0! inative Pag. 5
19 EXERCISES 20 CONDITIONAL FORMATTING 20.1 Introduction 20.2 Conditionally formatting a selection using a fill colour 20.3 Conditional formatting for a top 10 20.4 Conditional formatting using data bars 20.5 Conditional formatting using colour scales 20.6 Conditional formatting using icon sets 20.7 Exercises 21 LISTS 21.1 Introduction 21.2 Flash Filling a whole column with data 21.2.1 Splitting a column of data on the basis of what you type 21.2.2 Capitalization 21.2.3 Alternative method for Flash Fill 21.3 Creating a list 21.4 Sorting a list 21.4.1 The Sort A to Z and Sort Z to A buttons 21.4.2 The Sort button 21.4.3 Sorting by multiple fields 21.4.4 Sorting from the Home tab 21.4.5 Sorting from a shortcut menu 21.5 Applying a filter in a list 21.5.1 AutoFilter 21.5.2 Filtering using a shortcut menu 21.5.3 Text filters, date filters, number filters, etc. 21.5.4 Clearing a filter 21.6 Advanced filter 21.6.1 Criteria range 21.6.2 Method 21.6.3 Displaying filtered rows in another worksheet 21.6.4 Composite conditions 21.6.4.1 AND 21.6.4.2 OR 21.6.4.3 Combined 21.6.5 Operators 21.6.6 Wildcards 21.6.7 Specific composite conditions 21.6.8 Criteria based on calculations 21.6.9 Calculation based on a cell outside the table inative Pag. 6
22 FINDING RECORDS 22.1 Finding by colour 23 USEFUL NAVIGATION TECHNIQUES IN A LIST 23.1 Using the keys 23.2 Using the mouse pointer 24 OVERVIEWS 24.1 Introduction 24.2 Automatically creating an overview 24.3 Showing and hiding detail data 24.4 Deleting a level 24.5 Deleting an overview 24.6 Showing and hiding overview symbols 24.6.1 Showing or hiding 24.6.2 Excel Options 24.7 Defining a group 25 CUSTOM VIEWS 25.1 Introduction 25.2 Creating a custom view 25.3 Using a custom view 26 TABLES 26.1 Introduction 26.2 Creating a table from a list 26.3 Totalling 26.4 Number of rows that meet the filter criteria 26.5 Selecting from a table, row or column 26.6 Removing duplicates 26.7 Resizing the table 26.8 Converting to range 27 DATABASE FUNCTIONS inative Pag. 7
27.1 Introduction 27.2 Syntaxis 27.3 Applying a database function to a list 27.4 Applying a database function to a table 28 EXERCISES 29 CREATING A CHART ON THE BASIS OF A CROSSTAB 29.1 Creating a chart sheet 29.1.1 Using all the data in the chart 29.1.2 Converting a selection of the data into a chart 29.2 Inserting a chart into the source data worksheet 29.3 Deleting data from the chart 29.3.1 Hiding data 29.3.2 Deleting data 29.4 Adding new data to the chart 30 CHART COMPONENTS 30.1 Series 30.2 Categories 30.3 Axes 30.4 Getting to know the different components 31 MODIFYING A CHART 31.1 Activating a chart 31.2 Moving the chart on a worksheet 31.3 Placing a chart on a separate chart sheet 31.4 Resizing the chart 31.5 Changing the chart type 31.6 Moving a component 31.7 Editing a component 31.8 Cancelling a selection 31.9 Hiding or reactivating chart components 31.9.1 Title 31.9.2 Axis titles inative Pag. 8
31.9.3 Legend 31.9.4 Data labels 31.9.5 Data table 31.9.6 Gridlines 31.10 Chart style 31.11 Switching rows and columns 31.12 Deleting the chart inative Pag. 9
Excel Advanced I 1 CREATING A TABLE 1.1 Introduction 1.2 Creating a table from a list 1.2.1 Example 1.3 A table from an external data source 1.3.1 Data retrieval criteria 1.3.2 From another Excel file 1.3.3 From Access 1.3.4 From Web 1.3.5 From SharePoint 1.3.6 From Text 1.3.7 From Other Sources 1.3.8 Connections and updates 1.4 Optimizing external data 1.5 Combining external lists in one table 2 FILTERS AND SLICERS 2.1 Dynamically applying the advanced filter 2.2 Applying one or more slicers 2.3 Copying filter results 3 FORMULAS AND FUNCTIONS 3.1 Introduction 3.2 Applying formulas in a table 3.2.1 Inventory value 3.2.2 Simulation 3.3 Using formulas to analyse table data 3.3.1 AutoSum 3.3.2 SumIF 4 CONDITIONAL FORMATTING 4.1 Introduction 4.2 Colouring records on the basis of a condition 4.3 Conditional formatting based on a formula 4.4 Conditional formatting in a PivotTable inative Pag. 10
4.5 Deleting conditional formatting 4.6 Finding cells with conditional formatting 4.7 Priority rules for conditional formatting 4.8 Avoiding overload 5 EXERCISES 6 PIVOTTABLES 6.1 Introduction 6.2 The model 6.2.1 Creating a table from the list 6.2.2 Creating a suitable PivotTable for your data (new method) 6.2.3 Creating a PivotTable (traditional method) 6.3 Hiding rows or columns 6.3.1 Renaming the list box 6.3.2 Hiding totals 6.4 A report filter 6.5 What if the data in the list change? 6.6 PivotTable formatting 6.6.1 Choosing a PivotTable style 6.6.2 Number formats 6.7 Changing the layout of a PivotTable 6.7.1 A different layout 6.7.2 Two row labels 6.8 Grouping data 6.8.1 The manual way 6.8.2 Automatic grouping 6.9 Adding a field to the source table 6.10 Adding or deleting a (second) sequence of values 6.10.1 Adding a sequence of values 6.10.2 Deleting a sequence of values 6.11 Show values as 6.12 Filtering 6.12.1 Text filters 6.12.1.1 Example 6.12.2 Date filters 6.12.2.1 Example 6.12.3 Value filters 6.12.3.1 Example 6.12.4 The top 10 6.12.4.1 Top by items 6.12.4.2 Top by sum inative Pag. 11
6.12.4.3 Top by percentages 6.12.5 Search filter 6.12.6 Multiple report filters 6.12.6.1 Example 1 6.12.6.2 Example 2 6.13 Sorting 6.14 Showing details 6.14.1 Showing details 6.14.2 In a separate worksheet 6.14.3 Hiding details again 7 PIVOTCHARTS 7.1 Creating a PivotChart 7.2 Elements of a PivotChart report 7.3 Converting a PivotTable to a PivotChart 7.4 Creating a PivotChart straight away 7.5 Editing a PivotChart 7.5.1 Moving a PivotChart 7.5.2 Resizing a PivotChart 7.5.3 Deleting a PivotChart 7.5.4 Changing the PivotChart type 8 SPARKLINES 8.1 Adding sparklines 8.2 Modifying sparklines 8.3 Deleting sparklines 9 EXERCISES 10 A PIVOTTABLE FROM AN EXTERNAL DATA SOURCE 10.1 Data retrieval criteria 10.2 Creating a data model in Excel 10.3 Diagram 10.4 From Access 10.5 From Web 10.6 From Text 10.7 SharePoint Lists inative Pag. 12
10.8 Retrieving data using the Create PivotTable wizard 10.9 Connections and updates 11 FILTERING PIVOTTABLES WITH SLICERS AND TIMELINES 11.1 Using slicers 11.2 Formatting slicers to create a consistent look 11.3 Sharing slicers between PivotTables 11.4 Creating a slicer in an existing PivotTable 11.5 Formatting a slicer 11.6 Sharing a slicer by connecting to another PivotTable 11.7 Deleting a slicer 11.8 Creating a timeline in a PivotTable to filter data 11.9 Using a timeline to filter by period 11.10 Modifying a timeline 12 FORMULAS, CALCULATED FIELDS AND ITEMS IN PIVOTTABLES 12.1 Calculated fields 12.2 Displaying a list of formulas 12.3 Deleting calculated fields 12.4 Calculated items 12.4.1 Adding a calculated item to a field 12.4.2 Modifying formulas in calculated items 12.4.3 Modifying solve order 12.4.4 Overview of all calculated items 12.4.5 Deleting calculated items 12.4.6 Specific tips 13 THE PIVOTTABLE AND PIVOTCHART WIZARD 14 A PIVOTTABLE TO ANALYSE DATA FROM MULTIPLE SOURCE TABLES 14.1 Using multiple tables from an Access Database 14.2 Creating a relationship between two Excel tables 14.2.1 Points to consider 14.2.2 Creating relationships 14.2.3 Creating the PivotTable 14.2.4 Comments 15 POWER PIVOT inative Pag. 13
16 CONDITIONAL FORMATTING IN A PIVOTTABLE 16.1 Case 1 16.2 Case 2 17 PIVOTTABLE OPTIONS 17.1 Refreshing when opening 17.2 Showing items with no data in a PivotTable with multiple sources 18 FIELD SETTINGS IN A PIVOTTABLE 18.1 Showing items with no data in a PivotTable with one source table 19 EXERCISES 20 LOGICAL FUNCTIONS 20.1 Introduction 20.2 IF 20.2.1 Explanation of the function window 20.2.2 Case 1 20.2.2.1 Method 20.2.3 Case 2 20.2.3.1 Method 20.3 OR 20.3.1 Explanation of the function window 20.3.2 Case 20.3.2.1 Method 20.4 AND 20.4.1 Explanation of the function window 20.4.2 Case 20.4.2.1 Method 20.5 Nesting logical functions 20.5.1 Case 20.5.2 Method 20.6 IFERROR 20.6.1 Explanation of the function window 20.6.2 Case 20.6.2.1 Method 21 LOOKUP FUNCTIONS 21.1 VLOOKUP 21.1.1 Explanation of the function window 21.1.2 Case 1 21.1.2.1 Method inative Pag. 14
21.1.3 Case 2 21.1.3.1 Method 21.2 MATCH 21.2.1 Explanation of the function window 21.2.2 Case 21.2.2.1 Method 21.3 INDEX 21.3.1 Case 21.3.2 Explanation of the function window 21.3.2.1 Method 22 MATHEMATICAL FUNCTIONS 22.1 SUMIF 22.1.1 Explanation of the function window 22.1.2 Case 22.1.2.1 Method 22.2 SUMIFS 22.2.1 Explanation of the function window 22.3 Case 22.3.1.1 Method 23 STATISTICAL FUNCTIONS 23.1 AVERAGEIF 23.1.1 Explanation of the function window 23.1.2 Case 23.1.2.1 Method 23.2 AVERAGEIFS 23.2.1 Explanation of the function window 23.2.2 Case 23.2.2.1 Method 23.3 COUNTIF 23.3.1 Explanation of the function window 23.3.2 Case 23.3.2.1 Method 23.4 COUNTIFS 23.4.1 Explanation of the function window 23.4.2 Case 23.4.2.1 Method 24 EXERCISES 25 DATE AND TIME FUNCTIONS 25.1 NOW 25.1.1 Explanation of the function window 25.1.2 Case inative Pag. 15
25.2 TODAY 25.2.1 Explanation of the function window 25.2.2 Case 25.3 SECOND 25.3.1 Explanation of the function window 25.3.2 Case 25.4 MINUTE 25.4.1 Explanation of the function window 25.4.2 Case 25.5 HOUR 25.5.1 Explanation of the function window 25.5.2 Case 25.6 DAY 25.6.1 Explanation of the function window 25.6.2 Case 25.7 MONTH 25.7.1 Explanation of the function window 25.7.2 Case 25.8 YEAR 25.8.1 Explanation of the function window 25.8.2 Case 25.9 WEEKDAY 25.9.1 Explanation of the function window 25.9.2 Case 25.10 DATE 25.10.1 Explanation of the function window 25.10.2 Case 25.11 TIME 25.11.1 Explanation of the function window 25.11.2 Case 25.12 WORKDAY 25.12.1 Explanation of the function window 25.12.2 Case 25.13 DATEDIF 25.13.1 Explanation of the function window 25.13.2 Case 25.14 Calculating with date and time 25.14.1 Principle 25.14.2 Adding a number of days to a date 25.14.3 Case 1: totalling times 25.14.4 Case 2: calculating on the basis of an hourly rate 25.14.5 Shortcut keys for date and time 26 TEXT FUNCTIONS inative Pag. 16
26.1 CONCAT 26.1.1 Explanation of the function window 26.1.2 Case 26.2 TRIM 26.2.1 Explanation of the function window 26.2.2 Case 26.3 LEFT 26.3.1 Explanation of the function window 26.3.2 Case 26.4 RIGHT 26.4.1 Explanation of the function window 26.4.2 Case 26.5 MID 26.5.1 Explanation of the function window 26.5.2 Case 26.6 LEN 26.6.1 Explanation of the function window 26.6.2 Case 26.7 LOWER 26.7.1 Explanation of the function window 26.7.2 Case 26.8 UPPER 26.8.1 Explanation of the function window 26.8.2 Case 26.9 PROPER 26.9.1 Explanation of the function window 26.9.2 Case 26.10 FIND 26.10.1 Explanation of the function window 26.10.2 Case 26.11 VALUE 26.11.1 Explanation of the function window 26.11.2 Case 27 MORE MATHEMATICAL FUNCTIONS 27.1 ABS 27.1.1 Explanation of the function window 27.1.2 Case 27.2 ROUND 27.2.1 Explanation of the function window 27.2.2 Case 27.3 EVEN 27.3.1 Explanation of the function window 27.3.2 Case inative Pag. 17
27.4 ODD 27.4.1 Explanation of the function window 27.4.2 Case 27.5 TRUNC 27.5.1 Explanation of the function window 27.5.2 Case 27.6 INT 27.6.1 Explanation of the function window 27.6.2 Case 28 NESTED FUNCTIONS 28.1 Case 1 28.2 Case 2 28.3 Case 3 29 ERROR ANALYSIS 29.1 Cells with formulas that will result in errors 29.1.1 #DIV/0! 29.1.2 #N/A! 29.1.3 #NAME? 29.1.4 #NULL! 29.1.5 #NUM! 29.1.6 #REF! 29.1.7 #VALUE! 29.2 Error Checking 29.3 Replacing errors in cells when printing 29.4 Inconsistent cells 29.4.1 Trace Precedents 29.4.2 Trace Dependents 29.5 Circular references 29.5.1 Circular reference 29.5.2 Executing a number of iterations 29.5.3 Recalculating a worksheet 30 EXERCISES inative Pag. 18
Excel Advanced II 1 WHAT-IF ANALYSIS 1.1 Goal seek 1.2 Running simulations using input tables 1.2.1 Single input table 1.2.2 Double input table 1.2.3 Editing and deleting input tables 1.3 Scenarios 1.3.1 Creating scenarios 1.3.2 Showing a scenario 1.3.3 Showing a summary 1.4 Solver 1.4.1 Target cell 1.4.2 Changing cells 1.4.3 Constraints 1.4.4 Activating the add-in 1.4.5 Example 1.4.5.1 Target cell 1.4.5.2 Changing cells 1.4.5.3 Constraints 1.4.6 Reports 1.4.7 Save Scenario 1.4.8 Solving methods used by the Solver 2 ARRAY FORMULAS 2.1 Array formulas in detail 2.1.1 Editing Array formulas 2.1.2 Conditional sums 2.1.2.1 First method 2.1.2.2 Second method 2.2 When is it necessary to insert an array 2.2.1 Functions requiring an array formula 2.2.1.1 Transposing 2.2.1.2 Frequency 2.3 Formulas requiring several cells 3 CONDITIONAL FORMATTING BASED ON FORMULAS 3.1 Highlighting duplicate values 3.2 Hiding error values 3.3 Highlighting a value occurring within a range 3.4 Highlighting weekends and holidays 3.4.1 Highlighting weekends inative Pag. 19
3.4.2 Highlighting weekends and holidays with different formatting 3.4.2.1 Condition 1 3.4.2.2 Condition 2 3.4.3 Highlighting weekends and holidays with the same formatting 4 CREATING A TEMPLATE 4.1 A double input table 4.2 Applying conditional formatting 4.3 Adding a spin button 4.4 Saving the workbook as a template 5 USING A TEMPLATE 6 EXERCISES 7 USER-DEFINED FUNCTIONS 7.1 Discount 7.1.1 Problem 7.1.2 Solution 7.2 Multiple vertical lookup 7.2.1 Problem 7.2.2 Solution 7.3 ARLookup 7.3.1 Problem 7.3.2 Solution 8 CUBE FUNCTIONS 8.1 Cube value 8.2 Cube member 9 INTRODUCTION TO DASHBOARDS 9.1 Variables 9.2 Formulas 9.3 Inserting popular controls 9.3.1 Option Button 9.3.2 Combo Box 9.3.3 List Box 9.4 In practice 9.4.1 Creating option buttons 9.4.2 Creating a combo box 9.4.3 Creating a list inative Pag. 20
9.4.4 Adding the formula 10 PROTECTION 10.1 Protecting cells 10.2 Hiding formulas 10.3 Protecting a worksheet 10.4 Unprotecting the sheet 10.5 Protecting a workbook 10.5.1 Protecting the structure 10.5.2 Protecting a window 10.5.3 Hiding files and worksheets 10.5.3.1 Hiding an entire file 10.5.3.2 Unhiding a hidden file 10.5.3.3 Hiding a worksheet 10.5.3.4 Unhiding a hidden worksheet 11 FINDING CELLS WITH FORMULAS 12 THE INQUIRE ADD-IN 12.1 Activating the add-in 12.2 Identifying and analysing the location of formula cells 13 EXERCISES 14 RECORDING A MACRO 14.1 What is a macro? 14.2 The Developer tab 14.3 Recording a macro 14.4 Running a macro 14.5 Deleting or editing a macro 14.6 Relative and absolute macros 15 LINKING A MACRO TO A BUTTON 15.1 Button on Quick Access Toolbar 15.2 Button on the ribbon 15.3 Form control on the worksheet 15.4 ActiveX control on the worksheet inative Pag. 21
15.5 Linking macros to AutoShapes 16 SAVING FOLDERS WITH MACROS 17 MACRO SECURITY 17.1 Enabling macros when the message bar is displayed 17.2 Enabling macros in Backstage view 17.3 Changing macro settings in the Trust Center 17.4 About macro settings 17.4.1 Disable all macros without notification 17.4.2 Disable all macros with notification 17.4.3 Disable all macros 17.4.4 Enable all macros 17.4.5 Trust access to the VBA project object model 17.5 Adding, deleting or modifying a trusted location for your files 18 VISUAL BASIC EDITOR ENVIRONMENT 18.1 Comment 18.2 Sub End Sub 18.3 With End With 18.3.1 Colour index 18.3.2 Deleting superfluous code 19 VBA AND MACRO BUILDING BLOCKS 19.1 Message boxes 19.2 Input boxes 19.3 Variables and constants 19.3.1 The various data types 19.3.2 Variables 19.3.3 Constants 19.3.4 Option Explicit 20 BUILDING STRUCTURE WITH MACROS 20.1 Sequence 20.2 Selection 20.3 Iteration 20.3.1 Limited iteration 20.3.2 Conditional iteration 20.4 Multiple choice inative Pag. 22
21 RESERVED MACRO NAMES 21.1 Auto_Open or Workbook_Open 21.2 Auto_Close or Workbook_Close 22 DEVELOPING A FUNCTION 22.1 Creating a procedure 22.2 Calling a function 22.3 Finalising a function 23 THE DIFFERENCE BETWEEN MACROS AND FUNCTIONS 23.1 Calling macros or functions 23.2 Using arguments 23.3 Functions return a value 23.4 Macro Call 24 SHARING MACROS AND FUNCTIONS EXCEL ADD-IN 24.1 Excel Add-in 24.2 Activating Add-In 24.3 Using new functionalities inative Pag. 23
Dynamic tables 1 LISTS 1.1 Introduction 1.2 Flash Filling a whole column with data 1.2.1 Splitting a column of data on the basis of what you type 1.2.2 Capitalization 1.2.3 Alternative method for Flash Fill 1.3 Creating a list 1.4 Sorting a list 1.4.1 The Sort A to Z and Sort Z to A buttons 1.4.2 The Sort button 1.4.3 Sorting by multiple fields 1.4.4 Sorting from the Home tab 1.4.5 Sorting from a shortcut menu 1.5 Applying a filter in a list 1.5.1 AutoFilter 1.5.2 Filtering using a shortcut menu 1.5.3 Text filters, date filters, number filters, etc. 1.5.4 Clearing a filter 1.6 Advanced filter 1.6.1 Criteria range 1.6.2 Method 1.6.3 Displaying filtered rows in another worksheet 1.6.4 Composite conditions 1.6.4.1 AND 1.6.4.2 OR 1.6.4.3 Combined 1.6.5 Operators 1.6.6 Wildcards 1.6.7 Specific composite conditions 1.6.8 Criteria based on calculations 1.6.9 Calculation based on a cell outside the table 2 FINDING RECORDS 2.1 Finding by colour 3 USEFUL NAVIGATION TECHNIQUES IN A LIST 3.1 Using the keys 3.2 Using the mouse pointer 4 OVERVIEWS 4.1 Introduction inative Pag. 24
4.2 Automatically creating an overview 4.3 Showing and hiding detail data 4.4 Deleting a level 4.5 Deleting an overview 4.6 Showing and hiding overview symbols 4.6.1 Showing or hiding 4.6.2 Excel Options 4.7 Defining a group 5 CUSTOM VIEWS 5.1 Introduction 5.2 Creating a custom view 5.3 Using a custom view 6 SUBTOTALLING 6.1 Introduction 6.2 Sorting the list 6.3 Adding subtotals 6.4 Deleting subtotals 6.5 Subtotalling multiple columns 6.6 Multiple aggregate functions 7 TABLES 7.1 Introduction 7.2 Creating a table from a list 7.3 Totalling 7.4 Number of rows that meet the filter criteria 7.5 Selecting from a table, row or column 7.6 Removing duplicates 7.7 Resizing the table 7.8 Converting to range 8 DATABASE FUNCTIONS inative Pag. 25
8.1 Introduction 8.2 Syntaxis 8.3 Applying a database function to a list 8.4 Applying a database function to a table 9 EXERCISES 9.1 Exercise 1 9.2 Exercise 2 9.3 Exercise 3 10 CREATING A TABLE 10.1 Introduction 10.2 Creating a table from a list 10.2.1 Example 10.3 A table from an external data source 10.3.1 Data retrieval criteria 10.3.2 From another Excel file 10.3.3 From Access 10.3.4 From Web 10.3.5 From SharePoint 10.3.6 From Text 10.3.7 From Other Sources 10.3.8 Connections and updates 10.4 Optimising external data 10.5 Combining external lists in one table 11 FILTERS AND SLICERS 11.1 Dynamically applying the advanced filter 11.2 Applying one or more slicers 11.3 Copying filter results 12 FORMULAS AND FUNCTIONS 12.1 Introduction 12.2 Applying formulas in a table 12.2.1 Inventory value 12.2.2 Simulation 12.3 Using formulas to analyse table data 12.3.1 AutoSum inative Pag. 26
12.3.2 SumIF 13 CONDITIONAL FORMATTING 13.1 Introduction 13.2 Colouring records on the basis of a condition 14 EXERCISES 14.1 Exercise 1 14.2 Exercise 2 14.3 Exercise 3 inative Pag. 27
PivotTables 1 INTRODUCTION 2 THE MODEL 2.1 Creating a table from the list 2.2 Creating a suitable PivotTable for your data (new method) 2.3 Creating a PivotTable (traditional method) 3 HIDING ROWS OR COLUMNS 3.1 Renaming the list box 3.2 Hiding totals 4 A REPORT FILTER 5 WHAT IF THE DATA IN THE LIST CHANGE? 6 PIVOTTABLE FORMATTING 6.1 Choosing a PivotTable style 6.2 Number formats 7 CHANGING THE LAYOUT OF A PIVOTTABLE 7.1 A different layout 7.2 Two row labels 8 GROUPING DATA 8.1 The manual way 8.2 Automatic grouping 9 ADDING A FIELD TO THE SOURCE TABLE 10 ADDING OR DELETING A (SECOND) SEQUENCE OF VALUES 10.1 Adding a sequence of values 10.2 Deleting a sequence of values 11 SHOW VALUES AS inative Pag. 28
12 FILTERING 12.1 Text filters 12.1.1 Example 12.2 Date filters 12.2.1 Example 12.3 Value filters 12.3.1 Example 12.4 The top 10 12.4.1 Top by items 12.4.2 Top by sum 12.4.3 Top by percentages 12.5 Search filter 12.6 Multiple report filters 12.6.1 Example 1 12.6.2 Example 2 13 SORTING 14 SHOWING DETAILS 14.1 Showing details 14.2 In a separate worksheet 14.3 Hiding details again 15 A PIVOTCHART 15.1 Creating a PivotChart 15.2 Elements of a PivotChart report 15.3 Converting a PivotTable to a PivotChart 15.4 Creating a PivotChart straight away 15.5 Editing a PivotChart 15.5.1 Moving a PivotChart 15.5.2 Resizing a PivotChart 15.5.3 Deleting a PivotChart 15.5.4 Changing the PivotChart type 16 EXERCISES 16.1 Exercise 1 16.1.1 PivotChart 1 16.1.2 PivotChart 2 16.1.3 PivotChart 3 16.1.4 PivotChart 4 inative Pag. 29
16.1.5 PivotChart 5 16.2 Exercise 2 16.2.1 Chart 16.2.2 PivotChart 1 16.2.3 PivotChart 2 16.3 Exercise 3 16.4 Exercise 4 17 A PIVOTTABLE FROM AN EXTERNAL DATA SOURCE 17.1 Data retrieval criteria 17.2 Creating a data model in Excel 17.3 Diagram 17.4 From Access 17.5 From Web 17.6 From Text 17.7 SharePoint Lists 17.8 Retrieving data using the Create PivotTable wizard 17.9 Connections and updates 18 FILTERING WITH SLICERS AND TIMELINES 18.1 Using slicers 18.2 Formatting slicers to create a consistent look 18.3 Sharing slicers between PivotTables 18.4 Creating a slicer in an existing PivotTable 18.5 Formatting a slicer 18.6 Sharing a slicer by connecting to another PivotTable 18.7 Deleting a slicer 18.8 Creating a timeline in a PivotTable to filter data 18.9 Using a timeline to filter by period 18.10 Modifying a timeline 19 CUSTOM FORMULAS, CALCULATED FIELDS AND ITEMS 19.1 Calculated fields inative Pag. 30
19.2 Displaying a list of formulas 19.3 Deleting calculated fields 19.4 Calculated items 19.4.1 Adding a calculated item to a field 19.4.2 Modifying formulas in calculated items 19.4.3 Modifying solve order 19.4.4 Overview of all calculated items 19.4.5 Deleting calculated items 19.4.6 Specific tips 20 THE PIVOTTABLE AND PIVOTCHART WIZARD 21 A PIVOTTABLE TO ANALYSE DATA FROM MULTIPLE SOURCE TABLES 21.1 Using multiple tables from an Access Database 21.2 Creating a relationship between two Excel tables 21.2.1 Points to consider 21.2.2 Creating relationships 21.2.3 Creating the PivotTable 21.2.4 Comments 22 POWER PIVOT 23 CONDITIONAL FORMATTING 23.1 Case 1 23.2 Case 2 24 PIVOTTABLE OPTIONS 24.1 Refreshing when opening 24.2 Showing items with no data in a PivotTable with multiple sources 25 FIELD SETTINGS 25.1 Showing items with no data in a PivotTable with one source table 26 EXERCISES 26.1 Exercise 1 26.2 Exercise 2 26.2.1 PivotChart 1 26.2.2 PivotChart 2 26.2.3 PivotChart 3 26.2.4 PivotChart 4 27 Exercise inative Pag. 31
Functions I 1 LOGICAL FUNCTIONS 1.1 Introduction 1.2 IF 1.2.1 Explanation of the function window 1.2.2 Case 1 1.2.3 Case 2 1.3 OR 1.3.1 Explanation of the function window 1.3.2 Case 1.4 AND 1.4.1 Explanation of the function window 1.4.2 Case 1.5 Nesting logical functions 1.5.1 Case 1.5.2 Method 1.6 IFERROR 1.6.1 Explanation of the function window 1.6.2 Case 2 LOOKUP FUNCTIONS 2.1 VLOOKUP 2.1.1 Explanation of the function window 2.1.2 Case 1 2.1.3 Case 2 2.2 MATCH 2.2.1 Explanation of the function window 2.2.2 Case 2.3 INDEX 2.3.1 Case 2.3.2 Explanation of the function window 3 MATHEMATICAL FUNCTIONS 3.1 SUMIF 3.1.1 Explanation of the function window 3.1.2 Case 3.2 SUMIFS 3.2.1 Explanation of the function window 3.3 Case 4 STATISTICAL FUNCTIONS inative Pag. 32
4.1 AVERAGEIF 4.1.1 Explanation of the function window 4.1.2 Case 4.2 AVERAGEIFS 4.2.1 Explanation of the function window 4.2.2 Case 4.3 COUNTIF 4.3.1 Explanation of the function window 4.3.2 Case 4.4 COUNTIFS 4.4.1 Explanation of the function window 4.4.2 Case 5 EXERCISES 5.1 Exercise 1 5.2 Exercise 2 5.3 Exercise 3 5.4 Exercise 4 5.5 Exercise 5 6 DATE AND TIME FUNCTIONS 6.1 NOW 6.1.1 Explanation of the function window 6.1.2 Case 6.2 TODAY 6.2.1 Explanation of the function window 6.2.2 Case 6.3 SECOND 6.3.1 Explanation of the function window 6.3.2 Case 6.4 MINUTE 6.4.1 Explanation of the function window 6.4.2 Case 6.5 HOUR 6.5.1 Explanation of the function window 6.5.2 Case 6.6 DAY 6.6.1 Explanation of the function window 6.6.2 Case 6.7 MONTH 6.7.1 Explanation of the function window 6.7.2 Case inative Pag. 33
6.8 YEAR 6.8.1 Explanation of the function window 6.8.2 Case 6.9 WEEKDAY 6.9.1 Explanation of the function window 6.9.2 Case 6.10 DATE 6.10.1 Explanation of the function window 6.10.2 Case 6.11 TIME 6.11.1 Explanation of the function window 6.11.2 Case 6.12 WORKDAY 6.12.1 Explanation of the function window 6.12.2 Case 6.13 DATEDIF 6.13.1 Explanation of the function window 6.13.2 Case 6.14 Calculating with date and time 6.14.1 Principle 6.14.2 Adding a number of days to a date 6.14.3 Case 1: totalling times 6.14.4 Case 2: calculating on the basis of an hourly rate 6.14.5 Shortcut keys for date and time 7 TEXT FUNCTIONS 7.1 CONCAT 7.1.1 Explanation of the function window 7.1.2 Case 7.2 TRIM 7.2.1 Explanation of the function window 7.2.2 Case 7.3 LEFT 7.3.1 Explanation of the function window 7.3.2 Case 7.4 RIGHT 7.4.1 Explanation of the function window 7.4.2 Case 7.5 MID 7.5.1 Explanation of the function window 7.5.2 Case 7.6 LEN 7.6.1 Explanation of the function window 7.6.2 Case inative Pag. 34
7.7 LOWER 7.7.1 Explanation of the function window 7.7.2 Case 7.8 UPPER 7.8.1 Explanation of the function window 7.8.2 Case 7.9 PROPER 7.9.1 Explanation of the function window 7.9.2 Case 7.10 FIND 7.10.1 Explanation of the function window 7.10.2 Case 7.11 VALUE 7.11.1 Explanation of the function window 7.11.2 Case 8 MATHEMATICAL FUNCTIONS 8.1 ABS 8.1.1 Explanation of the function window 8.1.2 Case 8.2 ROUND 8.2.1 Explanation of the function window 8.2.2 Case 8.3 EVEN 8.3.1 Explanation of the function window 8.3.2 Case 8.4 ODD 8.4.1 Explanation of the function window 8.4.2 Case 8.5 TRUNC 8.5.1 Explanation of the function window 8.5.2 Case 8.6 INT 8.6.1 Explanation of the function window 8.6.2 Case 9 NESTED FUNCTIONS 9.1 Case 1 9.2 Case 2 9.3 Case 3 10 ERROR ANALYSIS inative Pag. 35
10.1 Cells with formulas that will result in errors 10.1.1 #DIV/0! 10.1.2 #N/A! 10.1.3 #NAME? 10.1.4 #NULL! 10.1.5 #NUM! 10.1.6 #REF! 10.1.7 #VALUE! 10.2 Error Checking 10.3 Replacing errors in cells when printing 10.4 Inconsistent cells 10.4.1 Trace Precedents 10.4.2 Trace Dependents 10.5 Circular references 10.5.1 Circular reference 10.5.2 Executing a number of iterations 10.5.3 Recalculating a worksheet 11 EXERCISES 11.1 Exercise 1 11.2 Exercise 2 11.3 Exercise 3 11.4 Exercise 4 11.5 Exercise 5 11.6 Exercise 6 inative Pag. 36
Functions II 1 WHAT-IF ANALYSIS 1.1 Goal seek 1.2 Running simulations using input tables 1.2.1 Single input table 1.2.2 Double input table 1.2.3 Editing and deleting input tables 1.3 Scenarios 1.3.1 Creating scenarios 1.3.2 Showing a scenario 1.3.3 Showing a summary 1.4 Solver 1.4.1 Target cell 1.4.2 Changing cells 1.4.3 Constraints 1.4.4 Activating the add-in 1.4.5 Example 1.4.5.1 Target cell 1.4.5.2 Changing cells 1.4.5.3 Constraints 1.4.6 Reports 1.4.7 Save Scenario 1.4.8 Solving methods used by the Solver 2 ARRAY FORMULAS 2.1 Array formulas in detail 2.1.1 Editing Array formulas 2.1.2 Conditional sums 2.1.2.1 First method 2.1.2.2 Second method 2.2 When is it necessary to insert an array 2.2.1 Functions requiring an array formula 2.2.1.1 Transposing 2.2.1.2 Frequency 2.3 Formulas requiring several cells 3 CONDITIONAL FORMATTING BASED ON FORMULAS 3.1 Highlighting duplicate values 3.2 Hiding error values 3.3 Highlighting a value occurring within a range 3.4 Highlighting weekends and holidays 3.4.1 Highlighting weekends inative Pag. 37
3.4.2 Highlighting weekends and holidays with different formatting 3.4.2.1 Condition 1 3.4.2.2 Condition 2 3.4.3 Highlighting weekends and holidays with the same formatting 4 CREATING A TEMPLATE 4.1 A double input table 4.2 Applying conditional formatting 4.3 Adding a spin button 4.4 Saving the workbook as a template 5 USING A TEMPLATE 6 EXERCISES 6.1 Exercise 1 6.2 Exercise 2 6.3 Exercise 3 6.4 Exercise 4 6.5 Exercise 5 6.6 Exercise 6 6.7 Exercise 7 6.8 Exercise 8 7 USER-DEFINED FUNCTIONS 7.1 Discount 7.1.1 Problem 7.1.2 Solution 7.2 Multiple vertical lookup 7.2.1 Problem 7.2.2 Solution 7.3 ARLookup 7.3.1 Problem 7.3.2 Solution 8 CUBE FUNCTIONS 8.1 Cube value 8.2 Cube member inative Pag. 38
9 INTRODUCTION TO DASHBOARDS 9.1 Variables 9.2 Formulas 9.3 Inserting popular controls 9.3.1 Option Button 9.3.2 Combo Box 9.3.3 List Box 9.4 In practice 9.4.1 Creating option buttons 9.4.2 Creating a combo box 9.4.3 Creating a list 9.4.4 Adding the formula 10 PROTECTION 10.1 Protecting cells 10.2 Hiding formulas 10.3 Protecting a worksheet 10.4 Unprotecting the sheet 10.5 Protecting a workbook 10.5.1 Protecting the structure 10.5.2 Protecting a window 10.5.3 Hiding files and worksheets 10.5.3.1 Hiding an entire file 10.5.3.2 Unhiding a hidden file 10.5.3.3 Hiding a worksheet 10.5.3.4 Unhiding a hidden worksheet 11 FINDING CELLS WITH FORMULAS 12 THE INQUIRE ADD-IN 12.1 Activating the add-in 12.2 Identifying and analysing the location of formula cells 13 EXERCISES 13.1 Exercise 1 13.2 Exercise 2 13.3 Exercise 3 13.4 Exercise 4 13.5 Exercise 5 inative Pag. 39