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Excel® 2016 Formulas
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Excel® 2016 Formulas
by Richard Kusleika, Michael Alexander
Excel 2016 Formulas
Introduction
What You Need to Know
What You Need to Have
Conventions in This Book
How This Book Is Organized
About This Book’s Website
About the Power Utility Pak Offer
Part I: Understanding Formula Basics
Chapter 1: The Excel User Interface in a Nutshell
The Workings of Workbooks
The Excel User Interface
Protection Options
Chapter 2: Basic Facts About Formulas
Entering and Editing Formulas
Using Operators in Formulas
Calculating Formulas
Cell and Range References
Copying or Moving Formulas
Making an Exact Copy of a Formula
Converting Formulas to Values
Hiding Formulas
Errors in Formulas
Dealing with Circular References
Goal Seeking
Chapter 3: Working with Names
What’s in a Name?
A Name’s Scope
The Name Manager
Shortcuts for Creating Cell and Range Names
Creating Multisheet Names
Working with Range and Cell Names
How Excel Maintains Cell and Range Names
Potential Problems with Names
The Secret to Understanding Names
Advanced Techniques That Use Names
Part II: Leveraging Excel Functions
Chapter 4: Introducing Worksheet Functions
What Is a Function?
Function Argument Types
Ways to Enter a Function into a Formula
Chapter 5: Manipulating Text
A Few Words About Text
Text Functions
Advanced Text Formulas
Chapter 6: Working with Dates and Times
How Excel Handles Dates and Times
Date-Related Functions
Time-Related Functions
Chapter 7: Counting and Summing Techniques
Counting and Summing Worksheet Cells
Other Counting Methods
Basic Counting Formulas
Advanced Counting Formulas
Summing Formulas
Conditional Sums Using a Single Criterion
Conditional Sums Using Multiple Criteria
Chapter 8: Using Lookup Functions
What Is a Lookup Formula?
Functions Relevant to Lookups
Basic Lookup Formulas
Specialized Lookup Formulas
Chapter 9: Working with Tables and Lists
Tables and Terminology
Working with Tables
Using Advanced Filtering
Specifying Advanced Filter Criteria
Using Database Functions
Inserting Subtotals
Chapter 10: Miscellaneous Calculations
Unit Conversions
Rounding Numbers
Solving Right Triangles
Area, Surface, Circumference, and Volume Calculations
Solving Simultaneous Equations
Working with Normal Distributions
Part III: Financial Formulas
Chapter 11: Borrowing and Investing Formulas
The Time Value of Money
Loan Calculations
Investment Calculations
Chapter 12: Discounting and Depreciation Formulas
Using the NPV Function
Using the IRR Function
Irregular Cash Flows
Depreciation Calculations
Chapter 13: Financial Schedules
Creating Financial Schedules
Creating Amortization Schedules
Summarizing Loan Options Using a Data Table
Financial Statements and Ratios
Creating Indices
Part IV: Array Formulas
Chapter 14: Introducing Arrays
Introducing Array Formulas
Understanding the Dimensions of an Array
Naming Array Constants
Working with Array Formulas
Using Multicell Array Formulas
Using Single-Cell Array Formulas
Chapter 15: Performing Magic with Array Formulas
Working with Single-Cell Array Formulas
Working with Multicell Array Formulas
Part V: Miscellaneous Formula Techniques
Chapter 16: Importing and Cleaning Data
A Few Words About Data
Importing Data
Data Cleanup Techniques
A Data Cleaning Checklist
Exporting Data
Chapter 17: Charting Techniques
Understanding the SERIES Formula
Creating Links to Cells
Chart Examples
Creating a Timeline
Working with Trendlines
Creating Interactive Charts
Chapter 18: Pivot Tables
About Pivot Tables
A Pivot Table Example
Data Appropriate for a Pivot Table
Creating a Pivot Table Automatically
Creating a Pivot Table Manually
More Pivot Table Examples
Grouping Pivot Table Items
Creating a Frequency Distribution
Creating a Calculated Field or Calculated Item
Filtering Pivot Tables with Slicers
Filtering Pivot Tables with a Timeline
Referencing Cells Within a Pivot Table
Another Pivot Table Example
Using the Data Model
Creating Pivot Charts
Chapter 19: Conditional Formatting
About Conditional Formatting
Specifying Conditional Formatting
Conditional Formats That Use Graphics
Creating Formula-Based Rules
Working with Conditional Formats
Chapter 20: Using Data Validation
About Data Validation
Specifying Validation Criteria
Types of Validation Criteria You Can Apply
Creating a Drop-Down List
Using Formulas for Data Validation Rules
Understanding Cell References
Data Validation Formula Examples
Chapter 21: Creating Megaformulas
What Is a Megaformula?
Creating a Megaformula: A Simple Example
Megaformula Examples
The Pros and Cons of Megaformulas
Chapter 22: Tools and Methods for Debugging Formulas
Formula Debugging?
Formula Problems and Solutions
Excel’s Auditing Tools
Part VI: Developing Custom Worksheet Functions
Chapter 23: Introducing VBA
Fundamental Macro Concepts
Working in the Visual Basic Editor
Chapter 24: VBA Programming Concepts
A Brief Overview of the Excel Object Model
An Introductory Example Function Procedure
Using Built-In VBA Functions
Controlling Execution
Using Ranges
Chapter 25: Function Procedure Basics
Why Create Custom Functions?
An Introductory VBA Function Example
About Function Procedures
Using the Insert Function Dialog Box
Testing and Debugging Your Functions
Creating Add-Ins for Functions
Chapter 26: VBA Custom Function Examples
Simple Functions
Determining a Cell’s Data Type
A Multifunctional Function
Generating Random Numbers
Calculating Sales Commissions
Text Manipulation Functions
Counting Functions
Date Functions
Returning the Last Nonempty Cell in a Column or Row
Multisheet Functions
Advanced Function Techniques
Part VII: Appendixes
Appendix A: Excel Function Reference
Appendix B: Using Custom Number Formats
About Number Formatting
Creating a Custom Number Format
Custom Number Format Examples
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Copyright
Excel
®
2016 Formulas
Michael Alexander
Dick Kusleika
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