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Index
Title Page
Copyright Page
Acknowledgments
Perspection, Inc.
Acknowledgments
About the Author
We Want to Hear from You!
Contents
Introduction
How This Book Works
What’s New
Keyboard Shortcuts
Step-by-Step Instructions
Real World Examples
Workshops
Microsoft Office Specialist
Get More on the Web
1. Getting Started with Excel
Introduction
Starting Excel
Viewing the Excel Window
Using the Ribbon
Choosing Commands
Working with the Ribbon and Toolbars
Choosing Dialog Box Options
Using the Status Bar
Creating a Blank Workbook
Creating a Workbook Using a Template
Opening an Existing Workbook
Converting an Existing Workbook
Using Task and Window Panes
Moving Around the Workbook
Arranging Windows
Getting Help While You Work
Saving a Workbook
Saving a Workbook with Different Formats
Saving a Workbook to Online Services
Working with Accounts
Checking Compatibility
Checking Accessibility
Documenting Workbook Properties
Switching Views
Recovering a Workbook
Closing a Workbook and Exiting Excel
2. Basic Workbook Skills
Introduction
Making Label Entries
Selecting Cells
Selecting Rows, Columns, and Special Ranges
Entering Labels on a Worksheet
Entering Values on a Worksheet
Entering Values Quickly with AutoFill
Inserting Content with Flash Fill
Editing Cell Contents
Clearing Cell Contents
Understanding How Excel Pastes Data
Storing Cell Contents
Copying Cell Contents
Moving Cell Contents
Inserting and Deleting Cell Contents
Finding and Replacing Cell Contents
Correcting Cell Contents with AutoCorrect
Inserting Information the Smart Way
Checking Spelling
Changing Proofing Options
Using Custom Dictionaries
Inserting Symbols
Finding the Right Words
Inserting Research Material
Translating Text to Another Language
Using Multiple Languages
Working with Touch Screens
Undoing and Redoing an Action
3. Working with Formulas and Functions
Introduction
Understanding Formulas
Creating a Simple Formula
Creating a Formula Using Formula AutoComplete
Editing a Formula
Understanding Cell Referencing
Using Absolute Cell References
Using Mixed Cell References
Using 3-D Cell References
Naming Cells and Ranges
Entering Named Cells and Ranges
Managing Names
Simplifying a Formula with Ranges
Displaying Calculations with the Status Bar
Calculating Totals with AutoSum
Calculating Totals with Quick Analysis
Performing One Time Calculations
Converting Formulas and Values
Correcting Calculation Errors
Correcting Formulas
Auditing a Worksheet
Locating Circular References
Performing Calculations Using Functions
Creating Functions
Creating Functions Using the Library
Calculating Multiple Results
Using Nested Functions
Using Constants and Functions in Names
4. Modifying Worksheets and Workbooks
Introduction
Selecting and Naming a Worksheet
Inserting and Deleting a Worksheet
Moving and Copying a Worksheet
Hiding and Unhiding Worksheets and Workbooks
Selecting a Column or Row
Hiding and Unhiding a Column or Row
Inserting a Column or Row
Deleting a Column or Row
Adjusting Column Width and Row Height
Freezing and Unfreezing a Column or Row
Splitting a Worksheet into Panes
Showing and Hiding Workbook Elements
Zooming the View In and Out
Creating Custom Views
Setting Up for Personal Templates
Creating a Personal Template
Opening a Template
Changing a Template
5. Formatting a Worksheet
Introduction
Formatting Numbers
Formatting Text
Applying Conditional Formatting
Applying Specialized Conditional Formatting
Creating Conditional Formatting
Clearing Conditional Formatting
Managing Conditional Formatting
Finding Conditional Formatting
Creating Sparkline Formatting
Changing Data Alignment
Controlling Text Flow
Changing Data Color
Adding Color and Patterns to Cells
Adding Custom Colors
Adding Borders to Cells
Formatting Tabs and Background
Copying Cell Formats
Understanding Color Themes
Viewing and Applying a Theme
Creating Theme Colors
Choosing Theme Fonts
Choosing Theme Effects
Creating a Custom Theme
Choosing a Custom Theme
Applying and Creating Cell Styles
Modifying a Cell Style
Finding and Replacing Cell Formatting
6. Viewing and Printing Worksheets and Workbooks
Introduction
Setting Up the Page
Adjusting Page Margins
Adding Headers and Footers
Inserting Page Breaks
Customizing Worksheet Printing
Setting the Print Area
Previewing a Worksheet
Printing a Worksheet and Workbook
Creating a PDF Document
Creating a XPS Document
7. Inserting and Modifying Graphics
Introduction
Locating and Inserting Online Pictures
Inserting Pictures from an Online Service
Inserting a Picture from a SkyDrive or SharePoint
Inserting a Picture from a File
Inserting a Picture Screen Shot
Adding an Artistic Style to a Picture
Adding a Quick Style to a Picture
Applying a Shape to a Picture
Applying a Border to a Picture
Applying Picture Effects
Modifying Picture Size
Compressing a Picture
Correcting a Picture
Recoloring a Picture
Cropping and Rotating a Picture
Removing a Picture Background
Creating WordArt Text
Formatting WordArt Text
Applying WordArt Text Effects
Modifying WordArt Text Position
Creating SmartArt Graphics
Using the Text Pane with SmartArt Graphics
Modifying a SmartArt Graphic
Resizing a SmartArt Graphic
Formatting a SmartArt Graphic
Formatting a Shape in a SmartArt Graphic
Adding Pictures to a SmartArt Graphic
Creating an Organization Chart
Modifying an Organization Chart
8. Drawing and Modifying Shapes
Introduction
Drawing and Resizing Shapes
Inserting Multiple Shapes
Adding Text to a Shape
Drawing Lines and Arrows
Creating and Editing Freeforms
Copying and Moving Objects
Adding a Quick Style to a Shape
Adding a Quick Style to Shape Text
Applying Color Fills
Applying Picture Fills
Applying Texture Fills
Applying Gradient Fills
Applying Shape Effects
Adding 3-D Effects to a Shape
Adding 3-D Rotation Effects to a Shape
Creating Shadows
Aligning and Distributing Objects
Connecting Shapes
Selecting Objects Using the Selection Pane
Changing Stacking Order
Rotating and Flipping Objects
Grouping and Ungrouping Shapes
9. Creating and Modifying Charts
Introduction
Understanding Chart Terminology
Choosing the Right Type of Chart
Creating a Chart
Editing a Chart
Moving and Resizing a Chart
Selecting Chart Elements
Changing Chart Elements
Changing a Chart Type
Changing a Chart Layout and Style
Formatting Chart Elements
Changing Chart Gridlines and Axes
Changing Chart Titles
Changing Chart Labels
Pulling Out a Pie Slice
Formatting Chart Data Series
Formatting Chart Text
Formatting Line and Bar Charts
Changing the Chart Background
Enhancing a Chart
Editing Chart Data
Adding and Deleting a Data Series
Saving a Chart Template
Managing Chart Templates
10. Analyzing Worksheet Data
Introduction
Understanding Tables
Creating a Table
Formatting a Table
Creating or Modifying a Table Style
Formatting Table Elements
Creating Calculations in a Table
Working with Tables
Removing Table Rows and Columns
Entering Data in a Table Using a Drop-Down List
Sorting Data in a Table
Displaying Parts of a Table with AutoFilter
Creating Custom Searches
Using Slicers to Filter a Table
Exporting a Table to a SharePoint List
Analyzing Data Using a PivotTable
Analyzing Data Using a PivotChart
Updating a PivotTable or PivotChart
Modifying a PivotTable
Formatting a PivotTable
Working with PivotTable Data
Using Slicers to Filter a PivotTable
Display a Timeline to Filter a PivotTable
Drilling into PivotTable Data
Charting a PivotTable
Presenting Data with Power View
Working with PowerPivot
Creating Groups and Outlines
Converting Text to Columns
Adding Data Validation to a Worksheet
Creating a Drop-Down List
11. Building More Powerful Worksheets
Introduction
Using Data Analysis Tools
Using the Euro Conversion
Looking at Alternatives with Data Tables
Asking “What If” with Goal Seek
Creating Scenarios
Using Solver
Using Inquire Tools
Using Lookup and Reference Functions
Using Text Functions
Summarizing Data Using Subtotals
Summarizing Data Using Functions
Using Date & Time Functions
Using Logical Functions
Using Financial Functions
Using Math Functions
Using Statistical Functions
Using Information Functions
Using Compatibility Functions
Using Web Functions
12. Protecting and Securing a Workbook
Introduction
Inspecting Workbooks
Protecting a Worksheet
Locking or Unlocking Worksheet Cells
Adding Security Encryption to a Workbook
Adding Password Protection to a Workbook
Adding a Digital Signature
Adding a Signature Line
Avoiding Harmful Attacks
Using the Trust Center
Selecting Trusted Publishers and Locations
Setting Document Related Security Options
Setting App Catalog Security Options
Setting Add-in Security Options
Setting ActiveX Security Options
Setting Macro Security Options
Changing Message Bar Security Options
Setting Privacy Options
Setting External Content Security Options
Working with Office Safe Modes
Marking a Workbook as Read-Only
13. Reviewing and Sharing Workbook Data
Introduction
Sharing Workbooks
Creating and Reading a Cell Comment
Editing and Deleting a Cell Comment
Tracking Workbook Changes
Sending a Workbook Using E-Mail
Sending a Workbook by Internet Fax
Sending a Workbook by Instant Message
Presenting a Workbook Online
Sharing Information Between Programs
Linking Data
Linking and Embedding Files
Exporting and Importing Data
Consolidating Data
Getting External Data
Getting Text Data
Connecting to External Data
Getting Query Data from a Database
Getting Data from Microsoft Access
Working with XML
Creating an XML Data Map
Saving or Exporting Data in XML
14. Publishing Workbook Data as Web Pages
Introduction
Opening a Workbook as a Web Page
Previewing a Web Page
Creating a Hyperlink
Formatting a Hyperlink
Changing Web Page Options
Saving a Worksheet as a Web Page
Publishing a Web Page
Copying a Web Table to a Worksheet
Creating Refreshable Web Queries
Getting Data from Web Queries
Getting Documents from the Web
15. Tools for Working More Efficiently
Introduction
Setting General Excel Options
Setting New Workbook and Start Up Options
Setting Editing Options
Setting Image Options
Setting Chart Options
Setting Workbook and Worksheet Display Options
Setting Display View Options
Setting Advanced Options
Setting Formula Options
Changing Advanced Document Properties
Customizing the Way You Create Objects
Accessing Commands Not in the Ribbon
Working with Office Tools
Maintaining and Repairing Office
16. Expanding Excel Functionality
Introduction
Adding and Inserting Apps for Office
Viewing and Managing Add-ins
Loading and Unloading Add-ins
Enhancing a Workbook with VBA
Viewing the Visual Basic Editor
Setting Developer Options
Understanding How Macros Automate Your Work
Recording a Macro
Creating a Macro
Running a Macro
Controlling a Macro
Adding a Digital Signature to a Macro Project
Assigning a Macro to a Toolbar or Ribbon
Saving a Workbook with Macros
Opening a Workbook with Macros
Inserting ActiveX Controls
Using ActiveX Controls
Setting ActiveX Control Properties
Adding VBA Code to an ActiveX Control
17. Working Online with Office Documents
Introduction
Working Online with SharePoint and SkyDrive
Signing in to SharePoint or SkyDrive
Saving and Opening on SharePoint or SkyDrive
Accessing Documents on SharePoint
Syncing Documents on SharePoint
Sharing Documents on SkyDrive
Accessing Documents on SkyDrive
Managing Documents on SkyDrive
Downloading or Uploading Documents on SkyDrive
Creating Office Documents on SkyDrive
Sending Links to Documents on SkyDrive
Comparing the Office Desktop App to the Web App
Working with Office Web Apps
Saving or Printing Documents in Office Web Apps
Co-authoring Documents with Office Web Apps
New! Features
Microsoft Excel 2013
Microsoft Office Specialist
About the MOS Program
What Does This Logo Mean?
Preparing for a MOS Exam
Taking a MOS Exam
Getting More Information
Index
Online Workshop
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