Microsoft Excel Inside Out (Office 2021 and Microsoft 365)

Microsoft Excel Inside Out (Office 2021 and Microsoft 365)

by Paul McFedries, Bill Jelen
Released December 2021
Publisher(s): Microsoft Press
ISBN: 9780137559640

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Book description

Conquer Microsoft Excel -- from the inside out!

Dive into Microsoft Excel -- and really put your spreadsheet expertise to work. This supremely organized reference packs hundreds of timesaving solutions, tips, and workarounds -- all you need to make the most of Excel's most powerful tools for analyzing data and making better decisions.

Renowned Excel expert Bill Jelen offers a complete tour of Excel in Office 365, from efficient interface customizations to advanced analysis, visualizations, and dashboards. Discover how experts tackle today's key tasks -- and challenge yourself to new levels of mastery. Topics include:

  • Customizing the Excel workspace

  • Best practices for designing and managing worksheets

  • Creating formulas and functions

  • Performing statistical, what-if, and other data analysis

  • Core to advanced charting techniques

  • Using graphics and sparklines

  • Managing databases and tables

  • Automating Excel with macros and custom functions

  • Collaborating in Excel online, in the cloud, and more

  • Extending Excel

Table of contents

  1. Cover
  2. Title Page
  3. Copyright Page
  4. Pearson’s Commitment to Diversity, Equity, and Inclusion
  5. Dedication Page
  6. Contents at a Glance
  7. Table of Contents
  8. About the author
  9. Introduction
    1. Who this book is for
    2. How this book is organized
    3. About the companion content
    4. Acknowledgments
    5. Support and feedback
  10. Part I: The Excel interface
    1. Chapter 1. What’s new in Microsoft 365 Excel
      1. Excel opens faster
      2. Unhide multiple worksheets
      3. Performance improvements
      4. Stock data automatic refresh every five minutes
      5. Show changes from last 60 days
      6. Browse during Save As
      7. Searching while opening workbooks
      8. Find dialog box shows all options on open
      9. Smooth scrolling for tall or wide cells
      10. Arrange All in Windows 11
      11. Collapsible tasks panes now support pivot tables
      12. Accessibility tab in ribbon and the navigation pane
      13. New Lambda helper functions
      14. LAMBDA functions now support optional arguments
      15. The ribbon has rounded edges
      16. Cut-out people
      17. Image transparency
      18. Save any object as picture
      19. Write data using the Action Pen
      20. New features introduced tomorrow
      21. Other new features
    2. Chapter 2. Using the Excel interface
      1. Using the ribbon
      2. Using the Quick Access Toolbar
      3. Using the full-screen File menu
      4. Using the new Home screen
      5. Using the new Sheet icon to add worksheets
      6. Navigating through many worksheets using the controls in the lower left
      7. Using the mini toolbar to format selected text
      8. Expanding the formula bar
      9. Zooming in and out on a worksheet
      10. Using the status bar to add numbers
      11. Switching between Normal view, Page Break preview, and Page Layout view modes
      12. Cleaning data with Flash Fill
      13. Sorting data
    3. Chapter 3. Customizing Excel
      1. Performing a simple ribbon modification
      2. Adding a new ribbon tab
      3. Sharing customizations with others
      4. Questions about ribbon customization
      5. Using the Excel Options dialog box
      6. Options to consider
      7. Five Excel oddities
    4. Chapter 4. Keyboard shortcuts
      1. Using keyboard accelerators
      2. Using the shortcut keys
      3. Using my favorite shortcut keys
      4. Using Excel 2003 keyboard accelerators
  11. Part II: Calculating with Excel
    1. Chapter 5. Understanding formulas
      1. Getting the most from this chapter
      2. Introduction to formulas
      3. Entering your first formula
      4. Three methods of entering formulas
      5. Entering the same formula in many cells
      6. Use the Table tool to copy a formula
      7. Entering one formula and spilling many results
    2. Chapter 6. Controlling formulas
      1. Formula operators
      2. Understanding error messages in formulas
      3. Using formulas to join text
      4. Copying versus cutting a formula
      5. Automatically formatting formula cells
      6. Specifying implicit intersection using the @ operator
      7. Using date math
      8. Troubleshooting formulas
    3. Chapter 7. Understanding functions
      1. Working with functions
      2. Getting help with Excel functions
      3. Using AutoSum
    4. Chapter 8. Using everyday functions: math, date and time, and text functions
      1. Examples of math functions
      2. Examples of date and time functions
      3. Examples of text functions
    5. Chapter 9. Using powerful functions: logical, lookup, and database functions
      1. Examples of logical functions
      2. Examples of information functions
      3. Examples of lookup and reference functions
      4. Examples of database functions
    6. Chapter 10. Using names, LET, LAMBDA, and Data Types in Excel
      1. Using names in Excel
      2. Storing intermediate formula results using LET
      3. Storing logic in LAMBDA functions
      4. Using LAMBDA helper functions
      5. Using Data Types in Excel
    7. Chapter 11. Connecting worksheets and workbooks
      1. Connecting two worksheets
      2. Excel in practice: seeing two worksheets of the same workbook side by side
      3. Creating links between worksheets
      4. Creating links to unsaved workbooks
      5. Using the Links tab on the Trust Center
      6. Opening workbooks with links to closed workbooks
      7. Dealing with missing linked workbooks
      8. Updating links when a workbook is renamed or moved
    8. Chapter 12. Dynamic array formulas and names in Excel
      1. Using dynamic array functions to return many results
      2. Using power formula techniques
  12. Part III: Data analysis with Excel
    1. Chapter 13. Transforming data with Power Query
      1. Using Power Query
      2. Splitting each delimiter to a new row
      3. Appending one worksheet from every workbook in a folder
      4. Appending worksheets from one workbook
      5. Creating a custom data type in Excel
    2. Chapter 14. Summarizing data using subtotals or filter
      1. Adding automatic subtotals
      2. Working with the subtotals
      3. Subtotaling multiple fields
      4. Subtotaling daily dates by month
      5. Filtering records
      6. Using the Advanced Filter command
      7. Excel in practice: using formulas for Advanced Filter criteria
      8. Using Remove Duplicates to find unique values
      9. Combining duplicates and adding values
    3. Chapter 15. Using pivot tables to analyze data
      1. Creating your first pivot table
      2. Dealing with the compact layout
      3. Rearranging a pivot table
      4. Finishing touches: numeric formatting and removing blanks
      5. Three things you must know when using pivot tables
      6. Calculating and roll-ups with pivot tables
      7. Formatting a pivot table
      8. Setting defaults for future pivot tables
      9. Finding more information on pivot tables
    4. Chapter 16. Using slicers and filtering a pivot table
      1. Filtering using the row label filter
      2. Filtering using slicers
      3. Filtering dates
      4. Filtering oddities
      5. Sorting a pivot table
    5. Chapter 17. Mashing up data with Power Pivot
      1. Joining multiple tables using the Data Model
      2. Unlocking hidden features with the Data Model
      3. Overcoming limitations of the Data Model
    6. Chapter 18. Using What-If, Scenario Manager, Goal Seek, and Solver
      1. Using What-If
      2. Using Scenario Manager
      3. Using Goal Seek
      4. Using Solver
    7. Chapter 19. Automating repetitive functions using VBA macros
      1. Checking security settings before using macros
      2. Recording a macro
      3. Case study: macro for formatting for a mail merge
      4. Everyday-use macro example: formatting an invoice register
      5. Understanding VBA code—an analogy
      6. Using simple variables and object variables
      7. Customizing the everyday-use macro example: GetOpenFileName and GetSaveAsFileName
      8. From-scratch macro example: loops, flow control, and referring to ranges
      9. Combination macro example: creating a report for each customer
    8. Chapter 20. More tips and tricks for Excel
      1. Watching the results of a distant cell
      2. Calculating a formula in slow motion
      3. Inserting a symbol in a cell
      4. Editing an equation
      5. Protecting a worksheet
      6. Repeat the last command with F4
      7. Bring the active cell back into view with Ctrl+Backspace
      8. Separating text based on a delimiter
      9. Auditing worksheets using Inquire
      10. Inserting and exploring 3D models
      11. Using the inking tools and the Action Pen
      12. Seeing Workbooks Statistics and Smart Lookup
  13. Part IV: Excel visuals
    1. Chapter 21. Formatting worksheets
      1. Why format worksheets?
      2. Using traditional formatting
      3. Formatting with styles
      4. Understanding themes
      5. Other formatting techniques
      6. Copying formats
    2. Chapter 22. Using data visualizations and conditional formatting
      1. Using data bars to create in-cell bar charts
      2. Using color scales to highlight extremes
      3. Using icon sets to segregate data
      4. Using the top/bottom rules
      5. Using the highlight cells rules
      6. Tweaking rules with advanced formatting
      7. Combining rules
      8. Extending the reach of conditional formats
      9. Special considerations for pivot tables
    3. Chapter 23. Graphing data using Excel charts
      1. Choosing from recommended charts
      2. Easy combo charts
      3. Creating a frequency distribution with a histogram chart
      4. Showing financial data with a waterfall chart
      5. Mapping geographic data with a filled map chart
      6. Saving time with charting tricks
    4. Chapter 24. Using 3D Maps
      1. Examples of 3D Maps
      2. Getting your data into a 3D Map
      3. Techniques when using 3D Maps
      4. Building a tour and creating a video
      5. Using an alternate map
    5. Chapter 25. Using sparklines
      1. Fitting a chart into the size of a cell with sparklines
      2. Understanding how Excel maps data to sparklines
    6. Chapter 26. Formatting spreadsheets for presentation
      1. Using SmartArt
      2. Using shapes to display cell contents
      3. Working with shapes
      4. Using WordArt for interesting titles and headlines
      5. Using pictures and clip art
      6. Adjusting the picture using the ribbon tab
      7. Inserting screen clippings
      8. Selecting and arranging pictures
      9. Inserting icons, stickers, illustrations, and cut-out people
      10. Examining 3D models
    7. Chapter 27. Printing
      1. Printing in one click
      2. Finding print settings
      3. Previewing the printed report
      4. Working with page breaks
      5. Adding headers or footers to the printed report
      6. Printing from the File menu
      7. Choosing what to print
      8. Using Page Layout view
      9. Exploring other page setup options
    8. Chapter 28. Collaborating in Excel
      1. The rise of working remotely in 2020
      2. Storing documents in the cloud
      3. Sharing documents with others
      4. Editing the same workbook at the same time
      5. Seeing who else is editing using presence
      6. Filtering and sorting with Sheet Views
      7. Using threaded comments, mentions, and assigning tasks
      8. Tracking who did what in the workbook
  14. Part V: Appendixes
    1. Appendix A. Excel functions
      1. Financial functions in Excel
      2. Logical functions in Excel
      3. Text functions
      4. Text functions for double-byte languages
      5. Date and time functions
      6. Lookup and reference functions
      7. Math and trig functions
      8. Statistical functions
      9. Engineering functions
      10. Cube functions
      11. Information functions
      12. Web functions
      13. Database functions
      14. Add-in functions
      15. Compatibility functions
      16. Alphabetical cross-reference
    2. Appendix B. Excel functions with DAX or Power Query equivalents
      1. Excel functions and DAX equivalents
      2. Excel functions with Power Query M equivalents
    3. Appendix C. Adding functionality to Excel with add-ins
      1. Understanding three types of add-ins and how to activate
      2. Find optimal solutions with Solver
      3. Audit workbooks with Inquire
      4. Get descriptive statistics with the Analysis ToolPak
      5. Find near matches with Fuzzy Lookup
      6. Perform science projects with Data Streamer
      7. Perform Euro conversions with Euro Currency Tools
      8. Generate diagrams from data with Visio Data Visualizer
      9. Perform sentiment analysis using Azure Machine Learning
      10. Generate a chart with people using People Graph
      11. Generate fake data
      12. Test brilliant new functions for Excel with Fast Excel
  15. Index
  16. Code Snippets

Product information

  • Title: Microsoft Excel Inside Out (Office 2021 and Microsoft 365)
  • Author(s): Paul McFedries, Bill Jelen
  • Release date: December 2021
  • Publisher(s): Microsoft Press
  • ISBN: 9780137559640