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Index
Introduction
What’s in This Book Guidance for Beginners
1 Understanding the Microsoft Excel Interface
Identifying Parts of the Excel Window Using the Built-in Help
Perform a Search
Making Selections from the Ribbon Customizing the Ribbon
Minimize the Ribbon Size Add More Commands to the Ribbon
Customizing the QAT
Move the QAT to a New Location Add More Commands to the QAT
Viewing Multiple Sheets at the Same Time
Arrange Multiple Sheets Scroll Two Sheets Side by Side
Changing the Zoom on a Sheet
Use Excel’s Zoom Controls
Moving Around on a Sheet
Keyboard Shortcuts for Quicker Navigation
Selecting a Range of Cells
Select a Range Using the Mouse
2 Working with Workbooks and Templates
Managing Workbooks
Create a New Workbook Open an Existing Workbook Use the Recent Workbooks List Save a Workbook Close a Workbook
Using Templates to Quickly Create New Workbooks
Use Microsoft’s Online Templates Save a Template Open a Locally Saved Template to Enter Data Edit the Design of a Locally Saved Template Change Personal Templates Location
3 Working with Sheets
Adding and Deleting Sheets
Add a New Sheet Delete a Sheet
Navigating and Selecting Sheets
Activate Another Sheet Select Multiple Sheets
Moving or Copying Sheets
Move or Copy a Sheet in the Same Workbook Move or Copy a Sheet Between Workbooks
Renaming a Sheet
Change a Sheet’s Name
4 Getting Data onto a Sheet
Entering Different Types of Data into a Cell
Type Numbers or Text into a Cell Enter Numbers as Text Type Dates and Times into a Cell Undo an Entry
Using Lists to Quickly Fill a Range
Extend a Series Containing Text Extend a Numerical Series Create Your Own List
Using Paste Special
Paste Values Only Combine Multiple Paste Special Options Multiply the Range by a Specific Value Use Paste to Merge a Noncontiguous Selection
Using Text to Columns to Separate Data in a Single Column
Work with Delimited Text
Using Data Validation to Limit Data Entry in a Cell
Limit User Entry to a Selection from a List
Using Web Queries to Get Data onto a Sheet
Insert a Web Query
Editing Data
Modify Cell Data
Clearing the Contents of a Cell
Clear Only Data from a Cell
Clearing an Entire Sheet
Clear an Entire Sheet
Working with Tables
Define a Table Add a Total Row to a Table Change the Total Row Function Expand a Table
Fixing Numbers Stored as Text
Use Convert to Number on Multiple Cells Use Paste Special to Force a Number
Spell Checking a Sheet Finding Data on a Sheet
Perform a Search Perform a Wildcard Search Replace Data on a Sheet
5 Selecting and Moving Data on a Sheet
Working with Rows and Columns
Select a Row or Column Insert a New Row or Column Delete a Row or Column Move Rows or Columns by Dragging Move Rows or Columns by Cutting Copy Rows or Columns
Working with Cells
Select a Cell Using the Name Box Select Noncontiguous Cells and Ranges Insert Cells Delete Cells Move Cells
6 Formatting Sheets and Cells
Changing the Font Settings of a Cell
Select a New Font Typeface Increase and Decrease the Font Size Apply Bold, Italic, and Underline to Text Apply Strikethrough, Superscript, and Subscript Change the Font Color Format a Character or Word in a Cell Format Quickly with the Format Painter
Adjusting the Row Height
Modify the Row Height by Dragging Modify the Row Height by Entering a Value Use Font Size to Automatically Adjust the Row Height
Adjusting the Column Width
Modify the Column Width by Dragging Modify the Column Width by Entering a Value
Aligning Text in a Cell
Change Text Alignment
Merging Two or More Cells
Merge and Center Data Merge Across Columns Unmerge Cells
Centering Text Across Multiple Cells
Center Text Without Merging
Wrapping Text in a Cell to the Next Line
Wrap Text in a Cell
Reflowing Text in a Paragraph
Fit Text to a Specific Range
Indenting Cell Contents
Indent Data
Applying Number Formats
Modify the Number Format Change the Format of Negative Numbers Apply a Currency Symbol Format Dates and Times Format as Percentage Format as Text Apply the Special Number Format
Adding a Border Around a Range
Format a Range with a Thick Outer Border and Thin Inner Lines Add a Colored Border
Coloring the Inside of a Cell
Apply a Two-Color Gradient to a Cell
7 Advanced Formatting
Creating Custom Number Formats
The Four Sections of a Custom Number Format Optional Versus Required Digits Use the Thousands Separator, Color Codes, and Text Line Up Decimals Fill Leading and Trailing Spaces Show More Than 24 Hours in a Time Format
Creating Hyperlinks
Create a Hyperlink to Another Sheet Link to a Web Page
Dynamic Cell Formatting with Conditional Formatting
Use Icons to Mark Data Highlight the Top 10 Highlight Duplicate or Unique Values Create a Custom Rule Clear Conditional Formatting Edit Conditional Formatting
Using Cell Styles to Apply Cell Formatting
Apply a Style Create a Custom Style
Using Themes to Ensure Uniformity in Design
Apply a New Theme Create a New Theme Share a Theme
8 Using Formulas
Entering a Formula into a Cell
Calculate a Formula View All Formulas on a Sheet
Relative Versus Absolute Referencing
Lock the Row When Copying a Formula Down
Copying Formulas
Copy and Paste Formulas Copy by Dragging the Fill Handle Copy Rapidly Down a Column Copy Between Workbooks Without Creating a Link
Converting Formulas to Values
Paste as Values Select and Drag
Using Names to Simplify References
Create a Named Cell Use a Name in a Formula
Inserting Formulas into Tables
Write a Formula in a Table Write Table Formulas Outside the Table
Using Array Formulas
Enter an Array Formula Delete a Multicell Array Formula
Working with Links
Control the Prompt Refresh Data Change the Source Workbook Break the Link
Troubleshooting Formulas
Fix ###### in a Cell Understand a Formula Error Use Trace Precedents and Dependents Track Formulas on Other Sheets with Watch Window Use the Evaluate Formula Dialog Box Evaluate with F9
Adjusting Calculation Settings
Set Calculations to Manual
9 Using Functions
Understanding Functions
Look Up Functions Use the Function Arguments Dialog Box Enter Functions Using Formula Tips
Using the AutoSum Button
Calculate a Single Range Sum Rows and Columns at the Same Time
Quick Calculations
Calculate Results Quickly Using Quick Analysis Functions
Using Lookup Functions
Use CHOOSE to Return the nth Value from a List Use VLOOKUP to Return a Value from a Table Use INDEX and MATCH to Return a Value from the Left
Using SUMIFS to Sum Based on Multiple Criteria
Sum a Column Based on Two Criteria
Using IF Statements
Compare Two Values
Hiding Errors with IFERROR
Hide a #DIV/0! Error
Understanding Dates and Times
Return a New Date X Workdays from Date Calculate the Number of Days Between Dates
Using Goal Seek
Calculate the Best Payment
Using the Function Arguments Dialog Box to Troubleshoot Formulas
Narrow Down a Formula Error
Using the Sort Dialog Box
Sort by Values Sort by Color or Icon
Doing Quick Sorts
Quick Sort a Single Column Quick Sort Multiple Columns
Performing Custom Sorts
Perform a Random Sort Sort with a Custom Sequence
Rearranging Columns
Sort Columns with the Sort Dialog Box
Fixing Sort Problems Using the Filter Tool
Apply a Filter Clear a Filter Reapply a Filter Turn the Filter On for One Column
Filtering Grouped Dates
Turn On Grouped Dates Filter by Date
Using Special Filters
Filter for Items that Include a Specific Term Filter for Values Within a Range Filter for the Top 25 Items Filter Dates by Quarter Filtering by Color or Icon Filtering by Selection
Allowing Users to Filter a Protected Sheet
Filter a Protected Sheet
Using the Advanced Filter
Reorganize Columns Create a List of Unique Items Filter Records Using Criteria Use Formulas as Criteria
Removing Duplicates
Delete Duplicate Rows
Consolidating Data
Merge Values from Two Datasets Merge Data Based on Matching Labels
Using Cell Comments to Add Notes to Cells
Insert a New Cell Comment Edit a Cell Comment Format a Cell Comment Insert an Image into a Cell Comment Resize a Cell Comment Show and Hide Cell Comments Delete a Cell Comment
Allowing Multiple Users to Edit a Workbook at the Same Time
Share a Workbook
Hiding and Unhiding Sheets
Hide a Sheet Unhide a Sheet
Using Freeze Panes
Lock the Top Row Lock Multiple Rows and Columns
Configuring the Page Setup
Set Paper Size, Margins, and Orientation Set the Print Area Set Page Breaks Scale the Data to Fit a Printed Page Repeat Specific Rows on Each Printed Page
Creating a Custom Header or Footer
Add an Image to the Header or Footer Add Page Numbering to the Header and Footer
Printing Sheets
Configure Print Options
Protecting a Workbook from Unwanted Changes
Set File-Level Protection Set Workbook-Level Protection
Protecting the Data on a Sheet
Protect a Sheet Unlock Cells Allow Users to Edit Specific Ranges
Preventing Changes by Marking a File as Final
Mark a Workbook as Final
Sharing Files Between Excel Versions
Check Version Compatibility
Recovering Lost Changes
Configure Backups Recover a Backup Recover Unsaved Files
Sending an Excel File as an Attachment
Email a Workbook
Sharing a File Online
Save to OneDrive
Using the SUBTOTAL Function
Calculate Visible Rows
Summarizing Data Using the Subtotal Tool
Apply a Subtotal Expand and Collapse Subtotals Remove Subtotals or Groups Sort Subtotals
Copying the Subtotals to a New Location
Copy Subtotals
Applying Different Subtotal Function Types
Create Multiple Subtotal Results on Multiple Rows Combine Multiple Subtotal Results to One Row
Adding Space Between Subtotaled Groups
Separate Subtotaled Groups for Print Separate Subtotaled Groups for Distributed Files
Grouping and Outlining Rows and Columns
Apply Auto Outline Group Data Manually
Adding a Chart
Add a Chart with the Quick Analysis Tool Preview All Charts Switch Rows and Columns Apply Chart Styles or Colors Apply Chart Layouts
Resizing or Moving a Chart
Resize a Chart Move to a New Location on the Same Sheet Relocate to Another Sheet
Editing Chart Elements
Use the Format Task Pane Edit the Chart or Axis Titles Change the Display Units in an Axis Customize a Series Color
Changing an Existing Chart’s Type
Change the Chart Type
Creating a Chart with Multiple Chart Types
Insert a Multiple Type Chart Add a Secondary Axis
Updating Chart Data
Change the Data Source
Adding Special Charts
Create a Stock Chart Create a Bubble Chart
Pie Chart Issue: Small Slices
Rotate the Pie Create a Bar of Pie Chart
Using a User-Created Template
Save a Chart Template Use a Chart Template
Adding Sparklines to Data
Insert a Sparkline Emphasize Points on a Sparkline Space Markers by Date Delete Sparklines
Creating a PivotTable
Use the Quick Analysis Tool Create a PivotTable from Scratch Change the Calculation Type of a Field Value Format Values
Changing the PivotTable Layout
Choose a New Layout
PivotTable Sorting
Click and Drag Use Quick Sort
Expanding and Collapsing Fields
Expand and Collapse a Field
Grouping Dates
Group by Week Group by Month and Year
Filtering Data in a PivotTable
Filter for Listed Items Clear a Filter
Creating a Calculated Field
Add a Calculated Field
Hiding Totals
Hide Totals Hide Subtotals
Viewing the Records Used to Calculate a Value Unlinking PivotTables
Unlink a PivotTable Report
Refreshing the PivotTable
Refresh on Open Refresh After Adding New Data Refresh After Editing the Data Source
Working with Slicers
Create a Slicer Use a Slicer
Working with SmartArt
Insert a SmartArt Graphic Insert Images into SmartArt Move and Resize SmartArt Reorder Placeholders Change the Layout Change an Individual Shape
Working with WordArt
Insert WordArt
Inserting Pictures
Insert a Picture Resize and Crop a Picture Apply Corrections, Color, and Artistic Effects Reduce a File’s Size
Acquiring a Microsoft Account
Create an Account
Uploading a Workbook
Upload Through OneDrive Save from Excel Delete a File from OneDrive
Opening a Workbook Online or Locally
Open a Workbook Download a Workbook
Creating a New Workbook Online
Create a Workbook Rename the New Workbook
Sharing a Folder or Workbook
Create a View-Only Folder Remove Sharing Edit Simultaneously
Configuring Browser View Options
Create an Online Form
Designing a Survey Through the Web App
Create a Survey
10 Sorting Data 11 Filtering and Consolidating Data 12 Distributing and Printing a Workbook 13 Inserting Subtotals and Grouping Data 14 Creating Charts and Sparklines 15 Summarizing Data with PivotTables 16 Inserting SmartArt, WordArt, and Pictures 17 Introducing the Excel Web App Index
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