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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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