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Index
Title Page
Copyright Page
Contents at a Glance
Table of Contents
About the Author
Dedication
Acknowledgments
We Want to Hear from You!
Reader Services
Introduction
How This Book Is Organized
Conventions Used in This Book
I: Mastering the New User Interface
1. Staying Connected Using Excel 2013
Displaying Two Workbooks on Two Monitors
Signing In to Excel 2013
Introducing the Excel 2013 Start Screen
Using the Cloud for Storage and More
2. Introducing Flash Fill and Quick Analysis
Cleaning Data with Flash Fill
Discovering Interesting Things in Your Data Using the Quick Analysis
3. Using the Excel Interface
Using the Ribbon
Using the Quick Access Toolbar
Using the Full-Screen File Menu
Using Other Excel Interface Improvements
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
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
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
Ten Options to Consider
Five Excel Oddities
5. Extending Excel with Excel Apps and Add-Ins
Using Apps for Office
Using Traditional Add-Ins
General-Purpose Utility Suites
Utilities for Data Analysis Tasks
6. Keyboard Shortcuts
Using New Keyboard Accelerators
Using the Shortcut Keys
Using My Favorite Shortcut Keys
Using Excel 2003 Keyboard Accelerators
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
Understanding the File Formats
Version Compatibility
Opening Excel 2013 Files in Excel 2002 or 2003
Creating Excel 2013 File Formats in Excel 2003
Opening Excel 2013 Files in Excel 2007
II: Calculating with Excel
8. Understanding Formulas
Getting the Most from This Chapter
Introduction to Formulas
Entering Your First Formula
Three Methods of Entering Formulas
Entering the Same Formula in Many Cells
Use the Table Tool to Copy a Formula
9. Controlling Formulas
Formula Operators
Understanding Error Messages in Formulas
Using Formulas to Join Text
Copying Versus Cutting a Formula
Automatically Formatting Formula Cells
Using Date Math
Troubleshooting Formulas
10. Understanding Functions
Working with Functions
Getting Help with Excel Functions
Using AutoSum
11. Using Everyday Functions: Math, Date and Time, and Text Functions
Examples of Math Functions
Dates and Times in Excel
Examples of Date and Time Functions
Examples of Text Functions
12. Using Powerful Functions: Logical, Lookup, Web, and Database Functions
Examples of Logical Functions
Examples of Information Functions
Examples of Lookup and Reference Functions
Cube Functions Introduced in Excel 2007
Examples of Web Functions
Examples of Database Functions
13. Using Financial Functions
Examples of Common Household Loan and Investment Functions
Examples of Functions for Financial Professionals
Examples of Depreciation Functions
Functions for Investment Analysis
Examples of Functions for Bond Investors
Examples of Miscellaneous Financial Functions
14. Using Statistical Functions
Functions That Have Been Renamed
Examples of Functions for Descriptive Statistics
Examples of Functions for Regression and Forecasting
Examples of Functions for Inferential Statistics
Using the Analysis ToolPak to Perform Statistical Analysis
15. Using Trig, Matrix, and Engineering Functions
A Brief Review of Trigonometry Basics
Examples of Logarithm Functions
Working with Imaginary Numbers
Solving Simultaneous Linear Equations with Matrix Functions
Examples of Engineering Functions
Using the Analysis Toolpack to Perform Fast Fourier Transforms (FFTs)
16. Connecting Worksheets, Workbooks, and External Data
Connecting Two Worksheets
Connecting to Data on a Web Page
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
Managing Connections
17. Using Super Formulas in Excel
Using 3D Formulas to Spear Through Many Worksheets
Combining Multiple Formulas into One Formula
Calculating a Cell Reference in the Formula by Using the INDIRECT Function
Assigning a Formula to a Name
Replacing Multiple Formulas with One Array Formula
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
Using Named Ranges to Simplify Formulas
Managing Names
Using a Name to Simplify an Absolute Reference
Using a Name to Hold a Value
Assigning a Formula to a Name
19. Fabulous Table Intelligence
Defining Suitable Data for Excel Tables
Adding a Total Row to a Table
Toggling Totals
Expanding a Table
Adding New Formulas to Tables
Selecting Only the Data in the Column
Using Table Data for Charts to Ensure Stickiness
Replacing Named Ranges with Table References
Creating Banded Rows and Columns with Table Styles
Dealing with the Filter Drop-Downs
III: Business Intelligence
20. Sorting Data
Introducing the Sort Dialog
Using Specialized Sorting
One-Click Sorting
Sorting Randomly
21. Removing Duplicates and Filtering
Filtering Records
Sorting Filtered Results
Using the Advanced Filter Command
Using Remove Duplicates to Find Unique Values
22. Using Automatic Subtotals
Adding Automatic Subtotals
Working with the Subtotals
Using Specialty Subtotal Techniques
23. Using Pivot Tables to Analyze Data
Creating Your First Pivot Table
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
Calculating and Roll-ups with Pivot Tables
Formatting a Pivot Table
Finding More Information on Pivot Tables
24. Using Slicers and Filtering a Pivot Table
Filtering Using the Row Label Filter
Filtering Using Filter Fields
Filtering Using Slicers
Filtering Using Timelines
Filtering Oddities
Sorting a Pivot Table
25. Mashing Up Data with PowerPivot
Joining Multiple Tables Using the Data Model in Regular Excel 2013
Benefits of Moving to PowerPivot
Enabling PowerPivot
Case Study: Building a PowerPivot Report
Some Things Are Different
Two Kinds of DAX Calculations
Using DAX to Create a Calculated Field in the Pivot Table
Defining KPIs with PowerPivot
Using QuickExplore
Other Notes
26. Creating Interactive Dashboards with Power View or GeoFlow
Preparing Your Data for Power View
Creating a Power View Worksheet
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
27. Using What-If, Scenario Manager, Goal Seek, and Solver
Using What-If
Using Scenario Manager
Using Goal Seek
Using Solver
28. Automating Repetitive Functions Using VBA Macros
Checking Security Settings Before Using Macros
Recording a Macro
Case Study: Macro for Formatting for a Mail Merge
Everyday-Use Macro Example: Formatting an Invoice Register
Understanding VBA Code—An Analogy
Using Simple Variables and Object Variables
Customizing the Everyday-Use Macro Example: GetOpenFileName and GetSaveAsFileName
From-Scratch Macro Example: Loops, Flow Control, and Referring to Ranges
Combination Macro Example: Creating a Report for Each Customer
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
IV: Visual Presentation
30. Formatting Worksheets
Why Format Worksheets?
Using Traditional Formatting
Formatting with Styles
Understanding Themes
Other Formatting Techniques
Copying Formats
31. Using Data Visualizations and Conditional Formatting
Using Data Bars to Create In-Cell Bar Charts
Using Color Scales to Highlight Extremes
Using Icon Sets to Segregate Data
Using the Top/Bottom Rules
Using the Highlight Cells Rules
Tweaking Rules with Advanced Formatting
Combining Rules
Clearing Conditional Formats
Extending the Reach of Conditional Formats
Special Considerations for Pivot Tables
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
Labeling Charts
Controlling the Axis Range
Seeing the Relationship Between Two Variables in a Scatter Chart
Summarizing Data Using the Quick Analysis Icon
Saving Time with Charting Tricks
33. Using Sparklines
Fitting a Chart into the Size of a Cell with Sparklines
Understanding How Excel Maps Data to Sparklines
34. Using SmartArt, Shapes, WordArt, and Text Boxes
Using SmartArt
Using Shapes to Display Cell Contents
Using WordArt for Interesting Titles and Headlines
35. Using Pictures and Clip Art
Getting Your Picture into Excel
Adjusting the Picture Using the Ribbon Tab
Using the Format Picture Task Pane
Inserting Screen Clippings
Selecting and Arranging Pictures
V: Sharing Information
36. Printing
Printing in One Click
Finding Print Settings
Previewing the Printed Report
Working with Page Breaks
Adding Headers or Footers to the Printed Report
Printing from the File Menu
Choosing What to Print
Using Page Layout View
Exploring Other Page Setup Options
37. Excel Web App and Other Ways to Share Workbooks
Viewing Your SkyDrive Workbooks from Anywhere
Designing a Workbook as an Interactive 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
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
Cleansing Data Without Using TRIM(), PROPER(), or CLEAN()
There’s More
Index
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