Excel 2013 In Depth

Bill Jelen  
QUE Publishing
Total pages
January 2013
Related Titles

Product detail

Product Price CHF Available  
Excel 2013 In Depth

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Excel 2016 In Depth
1 October 2015 44.50


Get more out of Microsoft Excel® 2013: more productivity and better answers for greater success! Drawing on his unsurpassed Excel experience, Bill Jelen (“Mr Excel”) brings together all the intensely useful knowledge you need: insights, techniques, tips, and shortcuts you just won’t find anywhere else. Excel 2013 In Depth is the fastest, best way to master Excel 2013’s full power; get comfortable with its updated interface; and leverage its new tools for everything from formulas, charts, and functions to dashboards, data visualization, and social media integration. Start by taking a quick “tour” of Excel 2013’s most valuable new features. Then, learn how to


  • Build more trustworthy, error-resistant, flexible, extensible, intelligent, and understandable spreadsheets
  • Get more productive with Excel 2013’s new Start Screen and Timelines
  • Create formulas, charts, subtotals, and pivot tables faster with new Flash Fill and Analysis Lens
  • Quickly apply attractive, consistent formats
  • Master every function you’ll ever need,- including powerful new web services functions
  • Solve real-world business intelligence analysis problems
  • Create amazing PowerPivot data mashups that integrate information from anywhere
  • Use Power View to generate stunningly intuitive maps, dashboards, and data visualizations
  • Share workbooks on the Web and social networks
  • Leverage the improved Excel Web App to create highly interactive web pages and online surveys
  • Automate repetitive functions using Excel macros
  • Supercharge your workbooks with new apps from the Excel App Store


Like all In Depth books, Excel 2013 In Depth delivers complete coverage with detailed solutions, and troubleshooting help for tough problems you can’t fix on your own. Whatever you intend to do with Excel 2013, this is the only book you’ll need!


Table of Contents


Part I Mastering the New User Interface

Chapter 1 Staying Connected Using Excel 2013

Displaying Two Workbooks on Two Monitors

Understanding the Dark Side of SDI

Forcing Excel to Open in a New Instance

Signing In to Excel 2013

Introducing the Excel 2013 Start Screen

Revealing the Fatal Flaw of the Start Screen

Dismissing the Start Screen with the Escape Key

Dismissing the Start Screen Permanently

Using the Cloud for Storage and More

Relying On the Cloud

Linking Excel to Various Accounts

Using the Open and Save As Panels

Chapter 2 Introducing Flash Fill and Analysis Lens

Cleaning Data with Flash Fill

Coaching Flash Fill with a Second Example

Inserting New Characters in a Telephone Number

Using Commas Helps Flash Fill

Flash Fill Will Not Automatically Fill in Numbers

Using Formatting with Dates

Using Filter to Flash Fill a Subset of Records

Troubleshooting Flash Fill

Discovering Interesting Things in Your Data Using the Analysis Lens

Color Coding Cells in the Data

Charting Your Data

Adding Statistics to the Bottom or Right Edge of Your Data

Creating a Summary Report from Your Data

Adding Tiny Charts to Each Row

    I’ve Used the Analysis Lens! Now What?

Chapter 3 Using the Excel Interface

Using the Ribbon

Using Fly-out Menus and Galleries

Rolling Through the Ribbon Tabs

Revealing More Commands Using Dialog Launchers, Task Panes, and “More” Commands

Resizing Excel Changes the Ribbon

Activating the Developer Tab

Activating Contextual Ribbon Tabs

Finding Lost Commands on the Ribbon

Shrinking the Ribbon

Using the Quick Access Toolbar

Adding Icons to the QAT

Removing Commands from the QAT

Customizing the QAT

Assigning VBA Macros to Quick Access Toolbar Buttons

Using the Full-Screen File Menu

Pressing the Esc Key to Close Backstage View

Recovering Unsaved Workbooks

Clearing the Recent Workbooks List

Getting Information About the Current Workbook

Marking a Workbook as Final to Prevent Editing

Finding Hidden Content Using the Document Inspector

Using Other Excel Interface Improvements

Adding White Space Around Icons Using Touch Mode

Previewing Paste Using the Paste Options Gallery

Accessing the Gallery After Performing a Paste Operation

Accessing the Paste Options Gallery from the Right-Click Menu

Accessing the Paste Options Gallery from the Paste Drop-Down

Using the New Sheet Icon to Add Worksheets

Navigating Through Many Worksheets Using the Controls in the Lower Left

Using the Mini Toolbar to Format Selected Text

Getting the Mini Toolbar Back

Disabling the Mini Toolbar

Expanding the Formula Bar

Zooming In and Out on a Worksheet

Using the Status Bar to Add Numbers

Switching Between Normal View, Page Break Preview, and Page Layout View Modes

Chapter 4 Customizing Excel

Performing a Simple Ribbon Modification

Adding a New Ribbon Tab

Sharing Customizations with Others

Questions About Ribbon Customization

Introducing the Excel Options Dialog

Getting Help with a Setting

New Options in Excel 2013

Using AutoRecover Options

Controlling Image Sizes

Working with Protected View for Files Originating from the Internet

Working with Trusted Document Settings

Ten Options to Consider

Five Excel Oddities

Chapter 5 Extending Excel with Excel Apps and Add-Ins

Using Apps for Office

Using Traditional Add-Ins

Charting Utilities from Jon Peltier

Loading PDF Data to Excel by Using Able2Extract  

Accessing More Functions by Using MoreFunc.dll  

General-Purpose Utility Suites  

Utilities for Data Analysis Tasks  

Chapter 6 Keyboard Shortcuts

Using New Keyboard Accelerators

Selecting Icons on the Ribbon

Selecting Options from a Gallery

Navigating Within Drop-Down Lists

Backing Up One Level Through a Menu

Dealing with Keyboard Accelerator Confusion

Selecting from Legacy Dialog Boxes

Using the Shortcut Keys

Using My Favorite Shortcut Keys

Quickly Move Between Worksheets

Jumping to the Bottom of Data with Ctrl+Arrow

Selecting the Current Region with Ctrl+*

Jumping to the Next Corner of a Selection

Pop Open the Right-Click Menu Using Shift+F10

Crossing Tasks Off Your List with Ctrl+5

Date-Stamp or Time-Stamp Using Ctrl+; or Ctrl+:

Repeating the Last Task with F4

Adding Dollar Signs to a Reference with F4

Finding the One Thing That Takes You Too Much Time

Using Excel 2003 Keyboard Accelerators

Invoking an Excel 2003 Alt Shortcut

Determining Which Commands Work in Legacy Mode

Chapter 7 The Big Grid and File Formats

Excel Grid Limits

Why Are There Only 65,536 Rows in My Excel 2013 Spreadsheet?

Other Limits in Excel 2013

Tips for Navigating the Big Grid

Using Shortcut Keys to Move Around

Using the End Key to Navigate

Using the Current Range to Navigate

Using Go To for Navigation

Understanding the File Formats

A Brief History of File Formats

Using the New Binary File Format: BIFF12

    Using the New XML File Formats: XLSX and XLSM

Version Compatibility

Opening Excel 2013 Files in Excel 2002 or 2003

Minor Loss of Fidelity

Significant Loss of Functionality

Creating Excel 2013 File Formats in Excel 2003

Opening Excel 2013 Files in Excel 2007

Part II Calculating with Excel

Chapter 8 Understanding Formulas

Getting the Most from This Chapter  

Introduction to Formulas  

Formulas Versus Values  

Entering Your First Formula  

Building a Formula  

The Relative Nature of Formulas  

Overriding Relative Behavior: Absolute Cell References  

Using Mixed References to Combine Features of Relative and Absolute References  

Using the F4 Key to Simplify Dollar Sign Entry  

Three Methods of Entering Formulas  

Enter Formulas Using the Mouse Method  

Entering Formulas Using the Arrow Key Method  

Entering the Same Formula in Many Cells  

Copying a Formula by Using Ctrl+Enter  

Copying a Formula by Dragging the Fill Handle  

Double-Click the Fill Handle to Copy a Formula  

Use the Table Tool to Copy a Formula  

Chapter 9 Controlling Formulas

Formula Operators  

Order of Operations  

Stacking Multiple Parentheses  

Understanding Error Messages in Formulas  

Using Formulas to Join Text  

Joining Text and a Number  

Copying Versus Cutting a Formula  

Automatically Formatting Formula Cells  

Using Date Math  

Troubleshooting Formulas  

Highlighting All Formula Cells  

Seeing All Formulas  

Editing a Single Formula to Show Direct Precedents  

Using Formula Auditing Arrows  

Tracing Dependents  

Using the Watch Window  

Evaluate a Formula in Slow Motion  

Evaluating Part of a Formula  

Chapter 10 Understanding Functions

Working with Functions  

The Formulas Tab in Excel 2013  

Finding the Function You Need  

Using AutoComplete to Find Functions  

Using the Insert Function Dialog to Find Functions  

Getting Help with Excel Functions  

Using On-Grid Tooltips  

Using the Function Arguments Dialog  

Using Excel Help  

Using AutoSum  

Potential Problems with AutoSum  

Special Tricks with AutoSum  

Using AutoAverage or AutoCount  

Function Reference Chapters  

Chapter 11 Using Everyday Functions: Math, Date and Time, and Text Functions  

Examples of Math Functions  

Using SUM to Add Numbers  

Using AGGREGATE to Ignore Error Cells or Filtered Rows  

Using COUNT or COUNTA to Count Numbers or Nonblank Cells  


Using SUBTOTAL Instead of SUM with Multiple Levels of Totals  

Using SUBTOTAL Instead of SUM to Ignore Rows Hidden by a Filter  

Using RAND and RANDBETWEEN to Generate Random Numbers and Data  

Using =ROMAN() to Finish Movie Credits and =ARABIC() to Convert Back to Digits  

Using ABS() to Figure Out the Magnitude of ERROR  

Using PI to Calculate Cake or Pizza Pricing  

Using =COMBIN to Figure Out Lottery Probability  

Using COMBINA to Calculate Triple-Dip Ice Cream Bowls  

Using FACT to Calculate the Permutation of a Number  

Using GCD and LCM to Perform SeventhGrade Math  

Using MULTINOMIAL to Solve a Coin Problem  

Using MOD to Find the Remainder Portion of a Division Problem  

    Using QUOTIENT to Isolate the Integer Portion in a Division Problem  

Using PRODUCT to Multiply Numbers  

Using SQRT and POWER to Calculate Square Roots and Exponents  

Using SIGN to Determine the Sign of a Number  

Using COUNTIF, AVERAGEIF, and SUMIF to Conditionally Count, Average, or Sum Data  

Using Conditional Formulas with Multiple Conditions: SUMIFS(), AVERAGEIFS(), and COUNTIFS()  

Dates and Times in Excel  

Understanding Excel Date and Time Formats  

Examples of Date and Time Functions  

Using NOW and TODAY to Calculate the Current Date and Time or Current Date  

Using YEAR, MONTH, DAY, HOUR, MINUTE, and SECOND to Break a Date/Time Apart  

Using DATE to Calculate a Date from Year, Month, and Day  

Using TIME to Calculate a Time  

Using DATEVALUE to Convert Text Dates to Real Dates  

Using TIMEVALUE to Convert Text Times to Real Times  

Using WEEKDAY to Group Dates by Day of the Week  

Using WEEKNUM or ISOWEEKNUM to Group Dates into Weeks  

Alternative Calendar Systems and DAYS360  

Using YEARFRAC, DATEDIF, or DAYS to Calculate Elapsed Time  

Using EDATE to Calculate Loan or Investment Maturity Dates  

Using EOMONTH to Calculate the End of the Month  

Using WORKDAY or NETWORKDAYS or Their International Equivalents to Calculate Workdays  

Using International Versions of WORKDAY or NETWORKDAYS  

Examples of Text Functions  

Joining Text with the Ampersand (&) Operator  

Using LOWER, UPPER, or PROPER to Convert Text Case  

Using TRIM to Remove Trailing Spaces  

Using CLEAN to Remove Nonprintable Characters from Text  

Using the CHAR or UNICHAR Function to Generate Any Character  

Using the CODE or UNICODE Function to Learn the Character Number for Any Character  

Using LEFT, MID, or RIGHT to Split Text  

Using LEN to Find the Number of Characters in a Text Cell  

Using SEARCH or FIND to Locate Characters in a Particular Cell  

Using SUBSTITUTE and REPLACE to Replace Characters  

Using REPT to Repeat Text Multiple Times  

Using EXACT to Test Case  

Using TEXT, DOLLAR, and FIXED to Format a Number as Text  

Converting Number Punctuation Using the NUMBERVALUE Functions  

Using the T and VALUE Functions  

Using Functions for Non-English Character Sets  

Chapter 12 Using Powerful Functions: Logical, Lookup, Web, and Database Functions

Examples of Logical Functions  

Using the IF Function to Make a Decision  

Using the AND Function to Check for Two or More Conditions  

Using the AND Function to Compare Two Lists  

Using OR or XOR to Check Whether One or More Conditions Are Met  

    Using the TRUE and FALSE Functions  

Using the NOT Function to Simplify the Use of AND and OR  

Using the IFERROR or IFNA Function to Simplify Error Checking  

Examples of Information Functions  

Using the IS Functions to Test for Errors  

Using the ISFORMULA Function with Conditional Formatting to Mark Formula Cells  

Using IS Functions to Test for Types of Values  

Using the SHEETS and SHEET Functions to Dynamically Build a 3-D Reference  

Using the ISREF Function to Check a Reference  

Using the N Function to Add a Comment to a Formula  

Using the NA Function to Force Charts to Not Plot Missing Data  

Using the INFO Function to Print Information About a Computer  

Using the CELL Function  

Using TYPE to Determine the Type of Cell Value  

Examples of Lookup and Reference Functions  

Using the CHOOSE Function for Simple Lookups  

Using VLOOKUP with TRUE to Find a Value Based on a Range  

Using COLUMN to Assist with VLOOKUP When Filling a Wide Table  

Using HLOOKUP for Horizontal Lookup Tables  

Using the MATCH Function to Locate the Position of a Matching Value  

Using INDEX and MATCH for a Left Lookup  

Using MATCH and INDEX to Fill a Wide Table  

Performing Many Lookups with LOOKUP  

Using FORMULATEXT to Document a Worksheet  

Using Functions to Describe the Shape of a Contiguous Reference  

Using AREAS and INDEX to Describe a Range with More Than One Area  

Using Numbers with OFFSET to Describe a Range  

Using ADDRESS to Find the Address for Any Cell  

Using INDIRECT to Build and Evaluate Cell References on the Fly  

Using the HYPERLINK Function to Quickly Add Hyperlinks  

Using the TRANSPOSE Function to Formulaically Turn Data  

Using the RTD Function and COM Addins to Retrieve Real-time Data  

Using GETPIVOTDATA to Retrieve One Cell from a Pivot Table  

Cube Functions Introduced in Excel 2007  

Examples of Web Functions  

Using ENCODEURL to Replace Reserved Characters  

Returning XML or JSON Using the WEBSERVICE Function  

Parsing XML from the WEBSERVICE Function Using the FILTERXML Function

Examples of Database Functions  

Using DSUM to Conditionally Sum Records from a Database  

Using the DGET Function  

Chapter 13 Using Financial Functions

Examples of Common Household Loan and Investment Functions  

Using RRI to Calculate the Investment Return After Many Years  

Using PDURATION to Calculate How Long It Will Take Before You Are a Millionaire  

Using PMT to Calculate the Monthly Payment on an Automobile Loan  

Using RATE to Determine an Interest Rate  

Using PV to Figure Out How Much House You Can Afford  

Using NPER to Estimate How Long a Nest Egg Will Last  

Using FV to Estimate the Future Value of a Regular Savings Plan  

Examples of Functions for Financial Professionals  

Using PPMT to Calculate the Principal Payment for Any Month  

Using IPMT to Calculate the Interest Portion of a Loan Payment for Any Month  

Using CUMIPMT to Calculate Total Interest Payments During a Time Frame  

Using CUMPRINC to Calculate Total Principal Paid in Any Range of Periods  

Using EFFECT to Calculate the Effect of Compounding Period on Interest Rates  

Using NOMINAL to Convert the Effective Interest Rate to a Nominal Rate  

Examples of Depreciation Functions  

Using SLN to Calculate Straight-Line Depreciation  

Using DB to Calculate Declining-Balance Depreciation  

Using DDB to Calculate Double-Declining- Balance Depreciation  

Using SYD to Calculate Sum-of-Years’- Digits Depreciation  

Using VDB to Calculate Depreciation for Any Period  

Functions for Investment Analysis  

Using the NPV Function to Determine Net Present Value  

Using IRR to Calculate the Return of a Series of Cash Flows  

Using MIRR to Calculate Internal Rate of Return, Including Interest Rates  

Using XNPV to Calculate the Net Present Value When the Payments Are Not Periodic  

Using XIRR to Calculate a Return Rate When Cash Flow Dates Are Not Periodic  

Examples of Functions for Bond Investors  

Using YIELD to Calculate a Bond’s Yield  

Using PRICE to Back into a Bond Price  

Using RECEIVED to Calculate Total Cash Generated from a Bond Investment  

Using INTRATE to Back into the Coupon Interest Rate  

    Using DISC to Back into the Discount Rate  

Handling Bonds with an Odd Number of Days in the First or Last Period  

Using PRICEMAT and YIELDMAT to Calculate Price and Yield for ZeroCoupon Bonds  

Using PRICEDISC and YIELDDISC to Calculate Discount Bonds  

Calculating T-Bills  

Using ACCRINT or ACCINTM to Calculate Accrued Interest  

Using DURATION to Understand Price Volatility  

Examples of Miscellaneous Financial Functions  

Using DOLLARDE and DOLLARFR to Convert Between Decimals and Fractions  

Using FVSCHEDULE to Calculate the Future Value for a Variable Scheduled Interest Rate

Chapter 14 Using Statistical Functions

Functions That Have Been Renamed  

Using Worksheets with Legacy Function Names  

Examples of Functions for Descriptive Statistics  

Using MIN or MAX to Find the Smallest or Largest Numeric Value  

Using LARGE to Find the Top N Values in a List of Values  

Using SMALL to Sequence a List in Date Sequence  

Using MEDIAN, MODE.SNGL, MODE.MULT, and AVERAGE to Find the Central Tendency of a Data Set  

Using TRIMMEAN to Exclude Outliers from the Mean  

Using GEOMEAN to Calculate Average Growth Rate  

Using HARMEAN to Find Average Speeds  


Using RANK to Calculate the Position Within a List  

Using QUARTILE.INC to Break a Data Set into Quarters  

Using PERCENTILE.INC to Calculate Percentile  

Using PERCENTRANK.INC to Assign a Percentile to Every Record  

Using AVEDEV, DEVSQ, VAR.S, and STDEV.S to Calculate Dispersion  

Examples of Functions for Regression and Forecasting  

Considerations When Using Regression Analysis  

Regression Function Arguments  

Functions for Simple Straight-Line Regression: SLOPE and INTERCEPT  

Using LINEST to Calculate Straight-Line Regression with Complete Statistics  

Using FORECAST to Calculate Prediction for Any One Data Point  

Using TREND to Calculate Many Future Data Points at Once  

Using LOGEST to Perform Exponential Regression  

Using GROWTH to Predict Many Data Points from an Exponential Regression  

Exponential Regression Used to Predict Future Generations  

Using PEARSON to Determine Whether a Linear Relationship Exists  

Using RSQ to Determine the Strength of a Linear Relationship  

Using STEYX to Calculate Standard Regression Error  

Using COVARIANCE.P to Determine Whether Two Variables Vary Together  

Using CORREL to Calculate Positive or Negative Correlation  

Using FISHER to Perform Hypothesis Testing on Correlations  


Examples of Functions for Inferential Statistics  

Understanding the Language of Inferential Statistics  

Using BINOM.DIST to Determine Probability  

Using BINOM.DIST.RANGE to Calculate the Probability of N to N Binomial Events  

Using BINOM.INV to Cover Most of the Possible Binomial Events  

Using NEGBINOM.DIST to Calculate Probability  

Using POISSON.DIST to Predict a Number of Discrete Events Over Time  

Using FREQUENCY to Categorize Continuous Data  

Using NORM.DIST to Calculate the Probability in a Normal Distribution  

Using NORM.INV to Calculate the Value for a Certain Probability  

Functions for the Standard Normal Distribution  

Using PHI to Plot a Standard Normal Curve  

Using NORM.S.INV to Calculate a z Score for a Given Probability  

Using STANDARDIZE to Calculate the Distance from the Mean  

Using Student’s t-Distribution for Small Sample Sizes  

Using CHISQ.TEST to Perform Goodness-of-Fit Testing  

The Sum of Squares Functions  

Testing Probability on Logarithmic Distributions  

Using GAMMA.DIST and GAMMA.INV to Analyze Queuing Times  

Calculating Probability of Beta Distributions  

Using F.TEST to Measure Differences in Variability  

Other Distributions: Exponential, Hypergeometric, and Weibull  

Using Z.TEST, CONFIDENCE.NORM, and CONFIDENCE.T to Calculate Confidence Intervals  

Using Z.TEST to Accept or Reject an Hypothesis  

Using PERMUT to Calculate the Number of Possible Arrangements  

Using PERMUTATIONA to Calculate the Number of Possible Arrangements When Repeats Are Allowed  

Using the Analysis ToolPak to Perform Statistical Analysis  

Installing the Analysis ToolPak in Excel 2013  

Generating Random Numbers Based on Various Distributions  

Generating a Histogram  

Generating Descriptive Statistics of a Population  

Ranking Results  

Using Regression to Predict Future Results  

Using a Moving Average to Forecast Sales  

Using Exponential Smoothing to Forecast Sales  

Using Correlation or Covariance to Calculate the Relationship Between Many Variables  

Using Sampling to Create Random Samples  

Using ANOVA to Perform Analysis of Variance Testing  

Using the F-Test to Measure Variability Between Methods  

Performing a z-Test to Determine Whether Two Samples Have Equal Means  

Performing Student’s t-Testing to Test Population Means  

Using Functions Versus the Analysis ToolPak Tools  

Chapter 15 Using Trig, Matrix, and Engineering Functions

A Brief Review of Trigonometry Basics  

Radians Versus Degrees  

Pythagoras and Right Triangles  

One Side + One Angle = Trigonometry  

Using TAN to Find the Height of a Tall Building from the Ground  

Using SIN to Find the Height of a Kite in a Tree  

Using COS to Figure Out a Ladder’s Length  

Using the “Arc” Functions to Find the Measure of an Angle  

Using ATAN2 to Calculate Angles in a Circle  

Emulating Gravity Using Hyperbolic Trigonometry Functions  

Examples of Logarithm Functions  

Common Logarithms on a Base-10 Scale  

Using LOG to Calculate Logarithms for Any Base  

Working with Imaginary Numbers  

Using COMPLEX to Convert a and b into a Complex Number  

Using IMREAL and IMAGINARY to Break Apart Complex Numbers  

Using IMSUM to Add Complex Numbers  

Using IMSUB, IMPRODUCT, and IMDIV to Perform Basic Math on Complex Numbers  

Using IMABS to Find the Distance from the Origin to a Complex Number  

Using IMARGUMENT to Calculate the Angle to a Complex Number  

Using IMCONJUGATE to Reverse the Sign of an Imaginary Component  

Calculating Powers, Logarithms, and Trigonometry Functions with Complex Numbers  

Solving Simultaneous Linear Equations with Matrix Functions  

Using MDETERM to Determine Whether a Simultaneous Equation Has a Solution  

Using SERIESSUM to Approximate a Function with a Power Series  

Using SQRTPI to Find the Square Root of a Number Multiplied by p  

Using SUMPRODUCT to Sum Based on Multiple Conditions  

Examples of Engineering Functions  

Using CONVERT to Convert English to Metric  

Performing Bitwise Operations for Electrical Engineering  

Converting to Other Number Systems  

Converting from Other Number Systems to Decimal  

Converting from Binary to Hexadecimal  

Converting Using the Legacy Functions  

Explaining the Two’s Complement for Negative Numbers  

Using DELTA or GESTEP to Filter a Set of Values  

Using ERF and ERFC to Calculate the Error Function and Its Complement  

Calculating the BESSEL Functions  

Using the Analysis Toolpack to Perform Fast Fourier Transforms (FFTs)  

Chapter 16 Connecting Worksheets, Workbooks, and External Data

Connecting Two Worksheets  

Creating Links Using Paste Options Menu  

Creating Links Using the Right-Drag Menu  

Building a Link by Using the Mouse

Links to External Workbooks Default to Absolute References  

Building a Formula by Typing  

Creating Links to Unsaved Workbooks  

Using the Links Tab on the Trust Center  

Opening Workbooks with Links to Closed Workbooks  

Dealing with Missing Linked Workbooks  

Preventing the Update Links Dialog from Appearing  

Connecting to Data on a Web Page  

Setting Up a Connection to a Web Page  

Managing Properties for Web Queries  

Setting Up a Connection to a Text File  

Setting Up a Connection to an Access Database  

Setting Up SQL Server, XML, OLE DB, and ODBC Connections  

Connecting Using Microsoft Query  

Managing Connections  

Chapter 17 Using Super Formulas in Excel

Using 3D Formulas to Spear Through Many Worksheets  

Referring to the Previous Worksheet  

Combining Multiple Formulas into One Formula  

Calculating a Cell Reference in the Formula by Using the INDIRECT Function  

Using OFFSET to Refer to a Range That Dynamically Resizes  

Assigning a Formula to a Name  

Turning a Range of Formulas on Its Side  

Replacing Multiple Formulas with One Array Formula  

Setting Up an Array Formula  

Understanding an Array Formula  

Coercing a Range of Dates Using an Array Formula  

Chapter 18 Using Names in Excel

Advantages of Using Names  

Naming a Cell by Using the Name Dialog  

Using the Name Box for Quick Navigation  

Avoiding Problems by Using Worksheet- Level Scope  

Defining a Worksheet-Level Name  

Referring to Worksheet-Level Names  

Understanding Phantom Names in Excel 2010 and Earlier  

Using Named Ranges to Simplify Formulas  

Retroactively Applying Names to Formulas  

Using Names to Refer to Ranges  

Dealing with Invalid Legacy Naming  

Adding Many Names at Once from Existing Labels and Headings  

Using Intersection to Do a Two-Way Lookup  

Using Implicit Intersection  

Managing Names  

Filtering the Name Manager Dialog  

Using a Name to Simplify an Absolute Reference  

Using a Name to Hold a Value  

Assigning a Formula to a Name  

Using Basic Named Formulas  

Using Dynamic Named Formulas  

Using a Named Formula to Point to the Cell Above  

Chapter 19 Fabulous Table Intelligence

Defining Suitable Data for Excel Tables  

Defining a Table  

Keeping Headers in View  

Freezing Worksheet Panes  

Clearing Freeze Panes  

Using the Old Version of Freeze Panes for Absolute Control  

Adding a Total Row to a Table  

Toggling Totals  

Expanding a Table  

Adding Rows to a Table Automatically  

Manually Resizing a Table  

Adding New Columns to a Table  

Adding New Formulas to Tables  

Stopping the Automatic Copying of Formulas  

Formatting the Results of a New Formula  

Selecting Only the Data in the Column  

Selecting by Right-Clicking  

Selecting by Using Shortcuts  

Selecting by Using the Arrow Mouse Pointers  

Using Table Data for Charts to Ensure Stickiness  

Replacing Named Ranges with Table References  

Referencing an Entire Table from Outside the Table  

Referencing Table Columns from Outside a Table  

Using Structured References to Refer to Tables in Formulas  

Creating Banded Rows and Columns with Table Styles  

Customizing a Table Style: Creating Double-Height Banded Rows  

Creating Banded Rows Outside a Table  

Dealing with the Filter Drop-Downs  

Part III Business Intelligence

Chapter 20 Sorting Data

Introducing the Sort Dialog  

Using Specialized Sorting  

Sorting by Color or Icon  

Factoring Case into a Sort  

Reordering Columns with a Left-to-Right Sort  

Sorting into a Unique Sequence by Using Custom Lists  

One-Click Sorting  

Sorting by Several Columns Using One- Click Sorting  

Sorting Randomly  

Chapter 21 Removing Duplicates and Filtering

Filtering Records  

Using a Filter  

Selecting One or Multiple Items from the Filter Drop-Down  

Identifying Which Columns Have Filters Applied  

Combining Filters  

Clearing Filters  

Refreshing Filters  

Resizing the Filter Drop-Down  

Filtering by Selection–Hard Way  

Filtering by Selection–Easy Way  

Filtering by Color or Icon  

Handling Date Filters  

Using Special Filters for Dates, Text, and Numbers  

Sorting Filtered Results  

Totaling Filtered Results  

Formatting and Copying Filtered Results  

Using the Advanced Filter Command  

Using Remove Duplicates to Find Unique Values  

Removing Duplicates Based on Several Columns  

Handling Duplicates Other Ways  

Combining Duplicates and Adding Values  

Chapter 22 Using Automatic Subtotals

Adding Automatic Subtotals  

Working with the Subtotals  

Showing a One-Page Summary with Only the Subtotals  

Sorting the Collapsed Subtotal View So the Largest Customers Are on Top

Copying Only the Subtotal Rows  

Formatting the Subtotal Rows  

Removing Subtotals  

Using Specialty Subtotal Techniques  

Summing Some Columns While Counting Another Column  

Add Subtotals by Two Fields  

Chapter 23 Using Pivot Tables to Analyze Data

Creating Your First Pivot Table  

Browsing Four “Recommended” Pivot Tables Using the Quick Analysis Icon  

Browsing Ten “Recommended” Pivot Tables  

Starting with a Blank Pivot Table  

Adding Fields to Your Pivot Table Using the Field List  

Changing the Pivot Table Report by Using the Field List  

Dealing with the Compact Layout  

Rearranging a Pivot Table  

Finishing Touches: Numeric Formatting and Removing Blanks  

Four Things You Have to Know When Using Pivot Tables  

Your Pivot Table Is in Manual Calculation Mode Until You Click Refresh!

One Blank Cell in a Value Column Causes Excel to Count Instead of Sum  

If You Click Outside the Pivot Table, All the Pivot Table Tools Disappear  

You Cannot Change, Move a Part of, or Insert Cells in a Pivot Table  

Calculating and Roll-ups with Pivot Tables  

Grouping Daily Dates to Months and Years  

Adding Calculations Outside the Pivot Table  

Changing the Calculation of a Field  

Showing Percentage of Total Using Show Value As Settings  

Showing Running Totals and Rank  

Using a Formula to Add a Field to a Pivot Table  

Formatting a Pivot Table  

Finding More Information on Pivot Tables  

Chapter 24 Using Slicers and Filtering a Pivot Table

Filtering Using the Row Label Filter  

Filtering Using the Search Box  

Clearing a Filter  

Filtering Using the Check Boxes  

Filtering Using the Label Filter Fly-Out  

Filtering Using the Date Filters  

Filtering Using Value Filters  

Filtering to the Top 10  

Filtering Using Filter Fields  

Arranging the Filters  

Selecting Multiple Items  

Filtering Using Slicers  

Adding Slicers  

Arranging the Slicers  

Formatting the Slicers  

Using the Slicers  

Filtering Using Timelines  

Adding a Timeline  

Choosing Between Timelines or Grouped Slicers  

Filtering Oddities  

AutoFiltering a Pivot Table  

Applying Row Label Filters to Fields Not in the Pivot Table Report  

Replicating a Pivot Table for Every Customer  

Sorting a Pivot Table  

Chapter 25 Mashing Up Data with PowerPivot

Joining Multiple Tables Using the Data Model in Regular Excel 2013  

Preparing Data for Use in the Data Model  

Adding the First Table to the Data Model  

Adding the Second Table and Defining a Relationship  

Understanding the Limitations of the Data Model  

Benefits of Moving to PowerPivot  

Benefits of the Server Version of PowerPivot  

Enabling PowerPivot  

Case Study: Building a PowerPivot Report  

Import a Text File  

Add Excel Data by Copying and Pasting  

Add Excel Data by Linking  

Define Relationships  

Add Calculated Columns Using DAX  

Build a Pivot Table  

Some Things Are Different  

Two Kinds of DAX Calculations  

DAX Calculations for Calculated Columns  

Using RELATED() to Base a Column Calculation on Another Table  

Using DAX to Create a Calculated Field in the Pivot Table  

Count Distinct Using DAX  

Defining KPIs with PowerPivot  

Using QuickExplore  

Other Notes  

Combination Layouts  

Report Formatting  

Refreshing the Pivot Table Refreshes PowerPivot  

Getting Your Data into PowerPivot with SQL Server  

Other Issues  

Chapter 26 Creating Interactive Dashboards with Power View or GeoFlow

Preparing Your Data for Power View  

Creating a Power View Worksheet  

Every New Dashboard Element Starts as a Table  

Convert the Table to a Chart  

Creating a New Element by Dragging  

Every Chart Point Is a Slicer for Every Other Element  

Adding a Real Slicer  

The Filter Pane Can Be Confusing  

Use Tile Boxes to Filter One or a Group of Charts  

Replicating Charts Using Multiples  

Showing Data on a Map  

Using Table or Card View with Images  

Animating a Scatter Chart Over Time  

Using Drill-Down  

Some Closing Tips on Power View  

Creating a Map in GeoFlow  

Chapter 27 Using What-If, Scenario Manager, Goal Seek, and Solver

Using What-If  

Creating a Two-Variable What-If Table  

Using Scenario Manager  

Creating a Scenario Summary Report  

Adding Multiple Scenarios  

Using Goal Seek  

Using Solver  

Installing Solver  

Solving a Model Using Solver  

Chapter 28 Automating Repetitive Functions Using VBA Macros

Checking Security Settings Before Using Macros  

Enabling VBA Security  

Recording a Macro  

Case Study: Macro for Formatting for a Mail Merge  

How Not to Record a Macro: The Default State of the Macro Recorder  

Relative References in Macro Recording  

Starting the Macro Recorder  

Running a Macro  

Everyday-Use Macro Example: Formatting an Invoice Register  

Using the Ctrl+Down Arrow Key to Handle a Variable Number of Rows  

Making Sure You Find the Last Record  

Recording the Macro in a Blank Workbook  

Editing a Macro  

Understanding VBA Code–An Analogy  

Comparing Object.Method to Nouns and Verbs  

Comparing Collections to Plural Nouns  

Comparing Parameters to Adverbs  

Comparing Adjectives to Properties  

Using the Analogy While Examining Recorded Code  

Using Simple Variables and Object Variables  

Using R1C1-Style Formulas  

Fixing Calculation Errors in Macros  

Customizing the Everyday-Use Macro Example: GetOpenFileName and GetSaveAsFileName  

From-Scratch Macro Example: Loops, Flow Control, and Referring to Ranges  

Finding the Last Row with Data  

Looping Through All Rows  

Referring to Ranges  

Combining a Loop with FinalRow  

Making Decisions by Using Flow Control  

Putting Together the From-Scratch Example: Testing Each Record in a Loop  

A Special Case: Deleting Some Records  

Combination Macro Example: Creating a Report for Each Customer  

Using the Advanced Filter for Unique Records  

Using AutoFilter  

Selecting Visible Cells Only  

Combination Macro Example: Putting It All Together  

Chapter 29 More Tips and Tricks for Excel 2013

Speeding Up Calculation  

Watching the Results of a Distant Cell  

Opening the Same Files Every Day  

Comparing Documents Side by Side with Synchronous Scrolling  

Calculating a Formula in Slow Motion  

Inserting a Symbol in a Cell  

Edit an Equation  

Adding a Digital Signature Line to a Workbook  

Protecting a Worksheet  

Sharing a Workbook

Separating Text Based on a Delimiter  

Translating Text  

Auditing Worksheets Using Inquire  

Analyzing a Workbook  

Highlighting Potential Problems Using Interactive Diagnostics  

Building Relationship Diagrams  

Comparing Two Versions of a Workbook  

Part IV Visual Presentation

Chapter 30 Formatting Worksheets

Why Format Worksheets?  

Using Traditional Formatting  

Changing Numeric Formats by Using the Home Tab  

Changing Numeric Formats by Using Built-in Formats in the Format Cells Dialog  

Changing Numeric Formats Using Custom Formats  

Aligning Cells  

Changing Font Size  

Changing Font Typeface  

Applying Bold, Italic, and Underline  

Using Borders  

Coloring Cells  

Adjusting Column Widths and Row Heights  

Using Merge and Center  

Rotating Text  

Formatting with Styles  

Understanding Themes  

Choosing a New Theme  

Creating a New Theme  

Other Formatting Techniques  

Formatting Individual Characters  

Changing the Default Font

Wrapping Text in a Cell  

Justifying Text in a Range  

Adding Cell Comments  

Copying Formats  

Pasting Formats  

Pasting Conditional Formats  

Using the Format Painter  

Copying Formats to a New Worksheet  

Chapter 31 Using Data Visualizations and Conditional Formatting

Using Data Bars to Create In-Cell Bar Charts  

Creating Data Bars  

Customizing Data Bars  

Showing Data Bars for a Subset of Cells  

Using Color Scales to Highlight Extremes  

Customizing Color Scales  

Using Icon Sets to Segregate Data  

Setting Up an Icon Set  

Moving Numbers Closer to Icons  

Mixing Icons or Hiding Icons  

Using the Top/Bottom Rules  

Setting Up Conditional Formatting Rules  

Using the Highlight Cells Rules  

Highlighting Cells by Using Greater Than and Similar Rules  

Comparing Dates by Using Conditional Formatting  

Identifying Duplicate or Unique Values by Using Conditional Formatting  

Using Conditional Formatting for Text Containing a Value  

Tweaking Rules with Advanced Formatting  

Using a Formula for Rules

Finding Cells Within Three Days of Today  

Finding Cells Containing Data from the Past 30 Days  

Highlighting Data from Specific Days of the Week  

Highlighting an Entire Row  

Highlighting Every Other Row Without Using a Table  

Combining Rules  

Clearing Conditional Formats  

Extending the Reach of Conditional Formats  

Special Considerations for Pivot Tables  

Chapter 32 Graphing Data Using Excel Charts

Choosing from Recommended Charts  

Using Paintbrush Icon for Styles  

Deleting Extraneous Data Using the Funnel  

Changing Chart Options Using the Plus Icon  

Showing Two Orders of Magnitude Using a Combo Chart  

Using Ctrl+1 to Format Any Chart Element  

Labeling Charts  

Controlling the Axis Range  

Seeing the Relationship Between Two Variables in a Scatter Chart  

Adding a Third Variable with a Bubble Chart  

Plotting Two Populations on One Scatter Chart

Summarizing Data Using the Quick Analysis Icon  

Saving Time with Charting Tricks  

Adding New Data to a Chart by Pasting  

Adding New Data to a Chart by Using a Table  

Adding Drop Lines to a Surface Chart  

Predicting the Future by Using a Trendline  

Creating Stock Charts  

Dealing with Small Pie Slices  

Saving a Favorite Chart Style As a Template  

Chapter 33 Using Sparklines

Fitting a Chart into the Size of a Cell with Sparklines  

Understanding How Excel Maps Data to Sparklines  

Creating a Group of Sparklines  

Built-in Choices for Customizing Sparklines  

Controlling Axis Values for Sparklines  

Setting Up Win/Loss Sparklines  

Showing Detail by Enlarging the Sparkline and Adding Labels  

Other Sparkline Options  

Chapter 34 Using SmartArt, Shapes, WordArt, and Text Boxes

Using SmartArt  

Elements Common in Most SmartArt  

Tour of the SmartArt Categories  

Inserting SmartArt  

Changing Existing SmartArt to a New Style  

Micromanaging SmartArt Elements

Controlling SmartArt Shapes from the Text Pane  

Adding Images to SmartArt  

Special Considerations for Organizational Charts and Hierarchical SmartArt  

Using Limited SmartArt  

Deciphering the Labeled Hierarchy Layouts  

Using Shapes to Display Cell Contents  

Working with Shapes  

Using the Freeform Shape to Create a Custom Shape  

Using WordArt for Interesting Titles and Headlines  

Using Text Boxes to Flow Long Text Passages  

Chapter 35 Using Pictures and Clip Art

Getting Your Picture into Excel  

Inserting a Picture from Your Computer  

Inserting Multiple Pictures at Once  

Inserting a Picture or Clip Art from Online  

Adjusting the Picture Using the Ribbon Tab  

Resizing the Picture to Fit  

Adjusting the Brightness and Contrast  

Adding Interesting Effects Using the Picture Styles Gallery  

Applying Artistic Effects  

Removing the Background  

Reducing a Picture’s File Size  

Adding Captions to Images  

Using the Format Picture Task Pane  

Rotating a Shape over a Picture  

Inserting Screen Clippings  

Selecting and Arranging Pictures

Part V Sharing Information

Chapter 36 Printing

Printing in One Click  

Finding Print Settings  

Previewing the Printed Report  

Using the Print Preview on the Print Panel  

Using Full Screen Print Preview  

Making the Report Fit On the Page  

Setting Worksheet Paper Size  

Adjusting Worksheet Orientation  

Adjusting Worksheet Margins  

Adding Print Titles  

Excluding Part of Your Worksheet from the Print Range  

Forcing More Data to Fit on a Page  

Working with Page Breaks  

Manually Adding Page Breaks  

Manual Versus Automatic Page Breaks  

Using Page Break Preview to Make Changes  

Removing Manual Page Breaks  

Adding Headers or Footers to the Printed Report  

Adding an Automatic Header  

Adding a Custom Header  

Inserting a Picture or a Watermark in a Header  

Using Different Headers and Footers in the Same Document  

Scaling Headers and Footers  

Printing from the File Menu  

Choosing a Printer  

Choosing What to Print  

Changing Printer Properties  

Changing Some of the Page Setup Settings

Using Page Layout View  

Exploring Other Page Setup Options  

Printing Gridlines and Headings  

Centering a Small Report on a Page  

Replacing Error Values When Printing  

Printing Comments  

Controlling the First Page Number  

Chapter 37 Excel Web App and Other Ways to Share Workbooks

Viewing Your SkyDrive Workbooks from Anywhere  

Editing Excel on the iPad  

Editing Excel on the Surface RT Tablet  

Group-Editing Using the Excel Web App  

Understanding the Limitations of the Excel Web App  

Using the Excel Web App Instead of Excel Starter  

Designing a Workbook as an Interactive Web Page  

Sharing a Link to Your Web Workbook  

Embedding Your Workbook in a Blog Post or Your Web Page  

Collecting Survey Data in the Excel Web App  

Make Any Web Table Interactive with Excel Everywhere  

Creating a PDF from a Worksheet  

Interacting with Other Office Applications  

Sending a Workbook via Outlook  

Pasting Excel Data to Microsoft OneNote

Using Excel Charts in PowerPoint  

Creating Tables in Excel and Pasting to Word  

Pasting Word Data to an Excel Text Box  

Creating Labels in Word from Excel Data  

Chapter 38 Saving Time Using the Easy-XL Program

Downloading and Installing Easy-XL  

Easy-XL Works Best with Tabular Data  

Doing Away with VLOOKUP  

Using a Fuzzy Match  

Text to Columns on Steroids  

Sorting Columns Left to Right  

Summarizing Data  

Adding Statistics to the Report  

Getting Quick Statistics  

Cleansing Data Without Using TRIM(), PROPER(), or CLEAN()  

Adding Text to Cells  

Filling in the Annoying Outline View  

There’s More  

Deal with Fiscal Years  

Record Easy-XL Commands into VBA Macros



9780789748577   TOC   12/18/2013


Bill Jelen, Excel MVP and the host of MrExcel.com, has been using spreadsheets since 1985, and he launched the MrExcel.com website in 1998. Bill was a regular guest on Call for Help with Leo Laporte and has produced more than 1,500 episodes of his daily video podcast, Learn Excel from MrExcel. He is the author of 36 books about Microsoft Excel, writes the monthly Excel column for Strategic Finance magazine, and his Excel tips appear regularly in the CFO Excel Pro Newsletter and CFO magazine. Before founding MrExcel.com, Bill Jelen spent 12 years in the trenches–working as a financial analyst for finance, marketing, accounting, and operations departments of a $500 million public company. He lives near Akron, Ohio with his wife, Mary Ellen.