Excel® 2013 All-in-One For Dummies®

Visit www.dummies.com/cheatsheet/excel2013aio to view this book's cheat sheet.

Table of Contents

Introduction

About This Book

Foolish Assumptions

How This Book Is Organized

Book I: Excel Basics

Book II: Worksheet Design

Book III: Formulas and Functions

Book IV: Worksheet Collaboration and Review

Book V: Charts and Graphics

Book VI: Data Management

Book VII: Data Analysis

Book VIII: Macros and VBA

Conventions Used in This Book

Icons Used in This Book

Where to Go from Here

Book I: Excel Basics

Chapter 1: The Excel 2013 User Experience

Excel 2013’s New Look and Feel

Excel’s Start Screen

Excel’s Ribbon User Interface

Going behind the scenes to Excel’s Backstage view

Ripping through the Ribbon

Adjusting to the Quick Access toolbar

Fooling around with the Formula bar

What’s up with the Worksheet area?

Taking a tour of the Status bar

Getting Help

Launching and Quitting Excel

Starting Excel from the Windows 8 Start screen

Starting Excel from the Windows 7 Start menu

When it’s quitting time

Chapter 2: Customizing Excel 2013

Tailoring the Quick Access Toolbar to Your Tastes

Adding Ribbon commands to the Quick Access toolbar

Adding non-Ribbon commands to the Quick Access toolbar

Adding macros to the Quick Access toolbar

Exercising Your Options

Changing some of the more universal settings on the General tab

Changing common calculation options on the Formulas tab

Changing correction options on the Proofing tab

Changing various save options on the Save tab

Changing a whole lot of other common options on the Advanced tab

Customizing the Excel 2013 Ribbon

Using Office Apps

Add-In Mania

Managing Excel add-ins

Managing COM add-ins

Purchasing third-party add-ins

Book II: Worksheet Design

Chapter 1: Building Worksheets

Designer Spreadsheets

Take it from a template

Designing a workbook from scratch

It Takes All Kinds (Of Cell Entries)

What’s in a label?

What’s the value?

Data Entry 101

Data entry keyboard style

Doing data entry with the Touch keyboard

You AutoComplete this for me

You AutoCorrect this right now!

Constraining data entry to a cell range

Getting Excel to put in the decimal point

You AutoFill it in

Saving the Data

Saving workbooks in other commonly used file formats

Changing the default file location

Saving a new workbook in the old file format

Document Recovery to the Rescue

Chapter 2: Formatting Worksheets

Making Cell Selections

Selecting cells with the mouse

Selecting cells by touch

Selecting cells with the keyboard

You AutoSelect that range!

Selecting cells with Go To

Name that range!

Adjusting Columns and Rows

You AutoFit the column to its contents

Adjusting columns the old fashioned way

Setting a new standard width

Hiding out a column or two

Rambling rows

Formatting Tables from the Ribbon

Formatting Tables with the Quick Analysis Tool

Formatting Cells from the Ribbon

Formatting Cell Ranges with the Mini-Toolbar

Using the Format Cells Dialog Box

Assigning number formats

Altering the alignment

Fancy fonts and colors

Basic borders, fills, and patterns

Hiring Out the Format Painter

Using Cell Styles

Using the Number Format cell styles

Defining a custom cell style by example

Creating a new cell style from scratch

Merging styles into other workbooks

Conditional Formatting

Graphical conditional formatting

Formatting with the Quick Analysis tool

Identifying particular values or text entries in a cell range

Highlighting duplicate values in a cell range

Creating your own conditional formatting rules

Managing conditional formatting rules

Chapter 3: Editing and Proofing Worksheets

Opening a Workbook

Using the Open screen in the Backstage view

Using the Open dialog box

Opening more than one workbook at a time

Finding misplaced workbooks

Using the other Open options

Cell Editing 101

Undo and Redo

Get that out of here!

Can I just squeeze this in here?

A Spreadsheet with a View

“Zoom, zoom, zoom”

Freezing window panes

Saving custom views

Copying and Moving Stuff Around

Doing it with drag-and-drop

Carried away with cut-and-paste

Find and Replace This Disgrace!

Finding stuff

Finding and replacing stuff

Spell Checking Heaven

Changing the spelling options

Adding words to the custom dictionary

Looking Up and Translating Stuff

Marking Invalid Data

Eliminating Errors with Text to Speech

Chapter 4: Managing Worksheets

Reorganizing the Worksheet

Inserting and deleting columns and rows

Eradicating columns and rows

Adding new columns and rows

Splitting the worksheet into panes

Outlining worksheets

Reorganizing the Workbook

Renaming sheets

Designer sheets

Adding and deleting sheets

Changing the sheets

Group editing

“Now you see them; now you don’t”

Opening windows on different sheets

Working with Multiple Workbooks

Comparing windows on different workbooks

Transferring data between open windows

Transferring sheets from one workbook to another

Saving a workspace

Consolidating Worksheets

Consolidating by position

Consolidating by category

Linking consolidated data

Chapter 5: Printing Worksheets

Printing from the Excel 2013 Backstage View

Selecting the printer to use

Previewing the printout

Checking the paging in Page Layout view

Previewing the pages of the report

Quick Printing the Worksheet

Working with the Page Setup Options

Using the buttons in the Page Setup group

Using the buttons in the Scale to Fit group

Using the Print buttons in the Sheet Options group

Headers and Footers

Adding a ready-made header or footer

Creating a custom header or footer

Solving Page Break Problems

Printing the Formulas in a Report

Book III: Formulas and Functions

Chapter 1: Building Basic Formulas

Formulas 101

Formula building methods

Editing formulas

When you AutoSum numbers in a spreadsheet

Totals and sums with the Quick Analysis tool

Building formulas with operators

Using the Insert Function button

Copying Formulas

Absolute references

A mixed bag of references

Adding Array Formulas

Building an array formula

Editing an array formula

Range Names in Formulas

Defining range names

Naming constants and formulas

Using names in building formulas

Creating names from column and row headings

Managing range names

Applying names to existing formulas

Adding Linking Formulas

Controlling Formula Recalculation

Circular References

Chapter 2: Logical Functions and Error Trapping

Understanding Error Values

Using Logical Functions

Error-Trapping Formulas

Whiting-Out Errors with Conditional Formatting

Formula Auditing

Tracing precedents

Tracing dependents

Error checking

Changing the Error Checking options

Error tracing

Evaluating a formula

Removing Errors from the Printout

Chapter 3: Date and Time Formulas

Understanding Dates and Times

Changing the Regional date settings

Building formulas that calculate elapsed dates

Building formulas that calculate elapsed times

Using Date Functions

TODAY

DATE and DATEVALUE

DAY, WEEKDAY, MONTH, and YEAR

DAYS360

Other special Date functions

Using Time Functions

NOW

TIME and TIMEVALUE

HOUR, MINUTE, and SECOND

Chapter 4: Financial Formulas

Financial Functions 101

The PV, NPV, and FV Functions

Calculating the Present Value

Calculating the Net Present Value

Calculating the Future Value

The PMT Function

Depreciation Functions

Analysis ToolPak Financial Functions

Chapter 5: Math and Statistical Formulas

Math & Trig Functions

Rounding off numbers

POWER and SQRT

The SUM of the parts

Conditional summing

Statistical Functions

AVERAGE, MAX, and MIN

Counting cells

Using specialized statistical functions

Chapter 6: Lookup, Information, and Text Formulas

Lookup and Reference

Looking up a single value with VLOOKUP and HLOOKUP

Performing a two-way lookup

Reference functions

Information, Please . . .

Getting specific information about a cell

Are you my type?

Using the IS functions

Much Ado about Text

Using text functions

Concatenating text

Book IV: Worksheet Collaboration and Review

Chapter 1: Protecting Workbooks and Worksheet Data

Password-Protecting the File

Protecting the workbook when saving the file

Assigning a password to open from the Info screen

Entering the password to gain access

Entering the password to make changes

Changing or deleting a password

Protecting the Spreadsheet

Changing the Locked and Hidden cell formatting

Protecting the worksheet

Enabling cell range editing by certain users

Doing data entry in the unlocked cells of a protected worksheet

Protecting the workbook

Protecting a shared workbook

Chapter 2: Using Hyperlinks

Hyperlinks 101

Adding hyperlinks

Follow that link!

Editing hyperlinks

Using the HYPERLINK Function

Chapter 3: Sending Workbooks Out for Review

Preparing a Workbook for Distribution

Adding properties to a workbook

Digitally signing a document

Workbook Sharing 101

Turning on file sharing

Modifying the Share Workbook options

Turning on change tracking

Merging changes from different users

Workbooks on Review

Adding comments

Marking up a worksheet with digital ink

Chapter 4: Sharing Workbooks and Worksheet Data

Sharing Your Workbooks Online

Sharing workbooks saved on your SkyDrive

E-mailing workbooks

Sharing workbooks with Instant Message

Presenting worksheets online

Editing worksheets online

Reviewing workbooks online

Excel 2013 Data Sharing Basics

Excel and Word 2013

Excel and PowerPoint 2013

Exporting Workbooks to Other Usable File Formats

Saving and exporting worksheets as PDF files

Saving worksheets as XPS files

Saving worksheets as HTML files

Book V: Charts and Graphics

Chapter 1: Charting Worksheet Data

Worksheet Charting 101

Embedded charts versus charts on separate chart sheets

Inserting recommended charts

Inserting specific chart types from the Ribbon

Inserting charts with the Quick Analysis tool

Creating a chart on a separate chart sheet

Refining the chart from the Design tab

Customizing chart elements from the Format tab

Customizing the elements of a chart

Formatting elements of a chart

Saving a customized chart as a template

Adding Sparkline Graphics to a Worksheet

Printing Charts

Chapter 2: Adding Graphic Objects

Graphic Objects 101

Manipulating graphics

Moving graphic objects to new layers

Aligning graphic objects

Grouping graphic objects

Managing graphic objects in the Selection task pane

Inserting Different Types of Graphics

Adding clip art

Downloading images on the Web

Inserting local pictures

Editing pictures

Formatting pictures

Drawing Graphics

Drawing predefined shapes

Adding text boxes

Inserting WordArt

Inserting SmartArt graphics

Adding Screenshots of the Windows Desktop

Using Themes

Book VI: Data Management

Chapter 1: Building and Maintaining Data Lists

Data List Basics

Designing the basic data list

Add new records to a data list

Eliminating records with duplicate fields

Sorting Data

Sorting records on a single field

Sorting records on multiple fields

Sorting the columns of a data list

Sorting a data list on font and fill colors and cell icons

Subtotaling Data

Chapter 2: Filtering and Querying a Data List

Data List Filtering 101

Filtering Data

Using AutoFilter

Using the Advanced Filter

Using the Database Functions

External Data Query

Retrieving data from Access database tables

Retrieving data from the web

Retrieving data from text files

Querying data from other data sources

Retrieving external data with Microsoft Query

Book VII: Data Analysis

Chapter 1: Performing What-If Scenarios

Using Data Tables

Creating a one-variable data table

Creating a two-variable data table

Exploring Different Scenarios

Creating new scenarios

Producing a summary report

Hide and Goal Seeking

Using the Solver

Setting up and defining the problem

Solving the problem

Changing the Solver options

Saving and loading a model problem

Creating Solver reports

Chapter 2: Generating Pivot Tables

Creating Pivot Tables

Pivot tables with the Quick Analysis tool

Recommended pivot tables

Manually created pivot tables

Formatting a Pivot Table

Refining the pivot table layout and style

Formatting the parts of the pivot table

Sorting and Filtering the Pivot Table Data

Filtering the report

Filtering individual Column and Row fields

Slicing the pivot table data

Using timeline filters

Sorting the pivot table

Modifying the Pivot Table

Changing the summary functions

Adding Calculated Fields

Changing the pivot table options

Creating Pivot Charts

Moving a pivot chart to its own sheet

Filtering a pivot chart

Formatting a pivot chart

Using the PowerPivot and Power View Add-Ins

Data modeling with PowerPivot

Switching between the Data View and Diagram View

Adding calculated columns courtesy of DAX

Creating visual reports with Power View

Book VIII: Macros and VBA

Chapter 1: Building and Running Macros

Macro Basics

Recording macros

Running a macro

Macro Security

Assigning Macros to the Ribbon and the Quick Access Toolbar

Adding your macros to a custom tab on the Ribbon

Adding your macros to custom buttons on the Quick Access toolbar

Chapter 2: VBA Programming

Using the Visual Basic Editor

Editing recorded macros

Writing new macros in the Visual Basic Editor

Creating Custom Excel Functions

Adding a description to a user-defined function

Using a custom function in your spreadsheet

Saving custom functions in add-in files

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