Contents

Contents at a Glance

About the Author

About the Technical Reviewer

Acknowledgments

Introduction

Part I: Becoming Proficient with Excel:Mac

imagesChapter 1: Learning the Secrets of the Excel:Mac Interface

Getting Ready to Learn Excel's Secrets

Four Ways to Control Excel

Secrets of the Ribbon

Understanding How the Ribbon's Tabs Work

Understanding How the Ribbon's Groups and Controls Work

Collapsing the Ribbon

Secrets of the Toolbars

Choosing Which Toolbars to Display

Switching the Standard Toolbar Between Icons and Text and Icons Only

Undocking and Docking the Formatting Toolbar

Secrets of the Menu Bar

Driving Excel with Keyboard Shortcuts

Making the Toolbox Work Your Way

Navigating Quickly Through Worksheets and Workbooks

Elements of the Excel User Interface

Navigating Among Worksheets

Changing the Active Cell

Selecting and Manipulating Cells

Tools for Entering Text and Formulas Quickly

Importing Data

Connecting a Worksheet to External Data Sources

Entering Text Using AutoCorrect

Entering Text with AutoFill and Custom Lists

Entering Text Using Paste and Paste Options

Pasting in Multiple Items with the Scrapbook

Entering Text with Find and Replace

Inserting Symbols in a Document

Viewing Your Workbooks

Splitting the Window to View Separate Parts of a Worksheet

Opening Extra Windows to Show Other Parts of a Workbook

Changing the Window and Arranging Open Windows

Zooming to Show the Data You Need to See

Freezing Rows and Columns So They Stay Onscreen

Using Custom Views

Summary

imagesChapter 2: Configuring Excel:Mac to Suit the Way You Work

Opening the Excel Preferences Dialog Box

Controlling How the Excel Window Appears

Choosing Options in the Settings Area of View Preferences

Choosing How to Display Comments

Choosing How to Display Objects

Choosing Window Options

Choosing Editing Options

Setting Preferences for Creating and Saving Your Workbooks

Creating Workbooks with the Number of Worksheets You Need

Choosing the Default Folder for Opening and Saving Workbooks

Choosing the Default Format for Saving Workbooks

Setting AutoRecover to Keep Backups of Your Workbooks for Safety

Making Excel Prompt You to Enter Workbook Properties

Creating Custom Keyboard Shortcuts

Customizing the Toolbars with the Commands You Need

Getting Ready to Customize the Toolbars

Creating a New Toolbar

Finding the Commands to Add to the Toolbars or Menus

Adding an Item to a Toolbar

Removing an Item from a Toolbar

Repositioning Items on a Toolbar

Changing How a Toolbar Button Appears

Adding a Built-in Menu to a Toolbar

Customizing the Menus and the Menu Bar

Customizing the Menus

Customizing the Menu Bar

Turning Off or Customizing the Ribbon

Turning the Ribbon Off So It Doesn't Appear

Customizing the Ribbon

Opening One or More Workbooks Automatically with Excel

Saving the Layout of Open Workbooks as a Workspace

Summary

imagesChapter 3: Creating Effective Workbooks and Templates

Creating Workbooks from Scratch or from Templates

Creating a New Blank Workbook

Creating a New Workbook Based on a Template

Creating a New Workbook Based on an Existing Workbook

Saving a Workbook

Protecting a Workbook with Automatic Backups and Passwords

Entering Workbook Properties

Finding Your Workbooks by Using Properties

Saving Your Workbooks for Use with Older Versions of Excel

Organizing the Worksheets in a Workbook

Inserting a New Worksheet

Naming a Worksheet

Changing a Worksheet's Tab Color

Deleting a Worksheet

Rearranging the Worksheets in a Workbook

Four Easy Rules for Laying Out Your Worksheets

Entering Data on Multiple Worksheets at Once

Identifying Parts with Named Ranges

Assigning a Name to a Cell or Range

Creating Range Names Automatically

Using a Range Name in Your Formulas

Deleting a Range Name

Changing the Cell or Range a Name Refers To

Creating a Collapsible Worksheet by Outlining It

Having Excel Create an Outline Automatically

Changing the Settings for Outlining

Creating an Outline Manually

Expanding and Collapsing an Outline

Updating the Outline After Adding or Deleting Rows or Columns

Remove an Outline

Making the Most of Templates

Creating a Template Based on an Existing Workbook

Saving a Template

Summary

imagesChapter 4: Formatting Your Worksheets Quickly and Efficiently

Working with Rows and Columns

Inserting and Deleting Rows, Columns, and Cells

Setting Row Height

Setting Column Width

Hiding Rows and Columns

Formatting Cells and Ranges

Understanding the Three Main Tools for Applying Formatting

Controlling How Data Appears by Applying Number Formatting

Setting the Workbook's Overall Look by Applying a Theme

Choosing How to Align Cell Contents

Choosing Font Formatting

Applying Borders and Fills

Applying Protection to Cells

Using Paste Special to Paste Formatting and Perform Actions

Identifying Unusual Values with Conditional Formatting

Understanding Excel's Preset Types of Conditional Formatting

Applying a Preset Form of Conditional Formatting

Creating Custom Conditional Formatting

Changing the Order in Which Excel Applies Conditional Formatting Rules

Clearing Conditional Formatting from a Cell, Range, or Worksheet

Checking Input with Data Validation

Formatting Quickly with Table Formatting and Styles

Formatting with Table Formatting

Formatting with Styles

Adding Headers and Footers to Your Worksheets

Adding Headers and Footers Using the Page Setup Dialog Box

Adding Headers and Footers Directly on the Worksheet

Summary

Part II: Performing Calculations and Presenting Data

imagesChapter 5: Performing Custom Calculations with Formulas

Understanding the Difference Between Formulas and Functions

Referring to Cells and Ranges in Formulas and Functions

Referring to a Cell

Referring to a Range

Making One Row or Column Refer to Another Row or Column

Referring to Named Cells and Ranges

Understanding the Components of Formulas

Meeting Excel's Calculation Operators

Creating Straightforward Formulas

Creating Complex Formulas

Understanding the Order in Which Excel Evaluates Operators

Nesting Parts of a Formula to Control Operator Precedence

Breaking Up a Complex Formula into Separate Steps

Entering Formulas Quickly by Copying and Using AutoFill

Choosing Preferences for Error Checking

Troubleshooting Common Problems with Formulas

Summary

imagesChapter 6: Using Excel's Built-In Functions

Understanding the Components of a Function

Entering Functions in Your Worksheets

Inserting Functions with the AutoSum Pop-up Menu

Inserting Functions with the Formula Builder

Inserting Functions with the Insert Pop-up Menu

Inserting Functions by Typing Them into a Worksheet

Nesting One Function Inside Another Function

Meeting Excel's Built-in Functions

Database Functions

Date and Time Functions

Engineering Functions

Financial Functions

Logical Functions

Information Functions

Lookup and Reference Functions

Mathematical and Trigonometric Functions

Statistical Functions

Text Functions

Choosing the Right Calculation Preferences for Your Needs

Choosing When to Calculate Worksheets

Controlling Iteration of Calculations

Choosing Workbook Options

Summary

imagesChapter 7: Creating Clear and Persuasive Charts

Learning the Essentials of Charts in Excel

Understanding Embedded Charts and Chart Sheets

Understanding the Components of a Chart

Choosing the Best Chart Type for Your Data

Creating, Laying Out, and Formatting a Chart

Creating a Chart

Changing a Chart from an Embedded Chart to a Chart Sheet

Changing the Chart Type

Switching the Rows and Columns in a Chart

Changing the Source Data for a Chart

Choosing the Layout for the Chart

Adding a Separate Data Series to a Chart

Applying a Style to a Chart

Adding a Title to a Chart

Adding Axis Titles to the Chart

Changing the Scale or Numbering of an Axis

Adding a Legend to a Chart

Adding Axis Labels from a Range Separate from the Chart Data

Adding Data Labels to the Chart

Choosing Which Gridlines to Display

Formatting a Chart Wall and Chart Floor

Formatting Individual Chart Elements

Copying a Chart's Formatting to Another Chart

Reusing Your Own Designs by Creating Custom Chart Types

Choosing Chart Preferences

Using Your Charts in Word Documents and PowerPoint Presentations

Understanding How You Can Add a Chart to a Document or Slide

Summary

imagesChapter 8: Using Data Bars, Color Scales, Icon Sets, and Sparklines

Using Data Bars

Creating Data Bars

Using Color Scales

Representing Data Graphically with Icon Sets

Showing Data Trends with Sparklines

Inserting Sparklines

Formatting Your Sparklines

Summary

imagesChapter 9: Illustrating Your Worksheets with Pictures, SmartArt, and More

Inserting Clip Art

Inserting a Clip Art Picture Using the Clip Art Browser

Inserting a Clip Art Picture Using the Clip Gallery

Managing Your Clip Art Items with the Clip Gallery

Inserting Pictures in Your Workbooks

Inserting Pictures from iPhoto

Inserting Pictures from Your Mac's File System

Adding and Formatting a Shape

Applying a Style to a Shape

Rotating a Graphical Object

Positioning a Graphical Object

Making a Picture Look the Way You Want It

Adjusting a Picture's Sharpness, Brightness, Contrast, and Colors

Applying a Picture Style

Cropping a Picture

Saving Space by Compressing Pictures

Inserting SmartArt Diagrams

Adding Decorative Text with WordArt

Positioning Graphical Objects Relative to Cells

Arranging Graphical Objects to Control Which Is Visible

Summary

Part III: Analyzing Data and Sharing and Automating Workbooks

imagesChapter 10: Creating Databases Using Tables

Creating Databases in Excel

Understanding What You Can and Can't Do with Excel Tables

Creating a Table and Entering Data

Connecting a Table to an External Data Source

Connecting to a Database

Importing Data from a FileMaker Pro Database

Resizing a Table

Sorting a Table by One or More Fields

Identifying and Removing Duplicate Records in a Table

Filtering a Table

Using Database Functions with Tables

Summary

imagesChapter 11: Solving Business Questions with What-If Analysis, Goal Seek, and Solver

Assessing the Impact of Variables Using Data Tables

Creating a Data Table with One Variable

Creating a Data Table with Two Variables

Examining Different Scenarios in a Worksheet

Creating the Worksheet for Your Scenarios

Opening the Scenario Manager Dialog Box

Creating Scenarios

Applying Protection to Your Scenarios

Editing and Deleting Scenarios

Switching Among Your Scenarios

Merging Scenarios into a Single Worksheet

Creating Reports from Your Scenarios

Using Goal Seek

Solving Multiple-Variable Problems with Solver

Downloading and Installing Solver

Using Solver

Summary

imagesChapter 12: Analyzing Data with PivotTables

Understanding What PivotTables Are and What You Can Do with Them

Creating and Laying Out a PivotTable

Creating a PivotTable Automatically

Creating a PivotTable Manually

Changing the PivotTable to Show Different Data

Changing the Function Used to Summarize a Field

Controlling the Design of a PivotTable

Formatting a PivotTable

Applying a PivotTable Style

Choosing Options for a PivotTable Style

Naming a PivotTable and Setting Options for It

Renaming a PivotTable

Choosing Display Options for a PivotTable

Choosing Layout Options for a PivotTable

Choosing Data Options for a PivotTable

Refreshing the Data in a PivotTable

Changing the Source of a PivotTable

Sorting and Filtering a PivotTable

Summary

imagesChapter 13: Collaborating and Sharing with Macs and Windows PCs

Making Your Worksheets Print Correctly

Telling Excel Which Part of the Worksheet to Print

Checking the Page Layout and Where the Page Breaks Fall

Printing a Worksheet or Workbook

Sharing Your Worksheets as PDFs

Exporting Data to CSV Files

Documenting Your Workbooks

Adding Explanatory Text to Workbooks

Adding Comments to Cells

Adding Information with Data Validation

Sharing Your Workbooks with Your Colleagues

Protecting a Workbook or Some of Its Worksheets

Tracking Changes to a Workbook

Sharing a Workbook So That Your Colleagues Can Edit It

Working in a Shared Workbook

Resolving Conflicts in a Shared Workbook

Reviewing Tracked Changes in a Shared Workbook

Merging Multiple Workbooks into a Single Workbook

Consolidating Multiple Worksheets into a Single Worksheet

Preparing to Consolidate Worksheets

Consolidating Worksheets by Their Position

Consolidating Worksheets by Category

Summary

imagesChapter 14: Automating Tasks with Macros and VBA

Understanding Your Options for Automating Tasks

Recording Macros

Recording an Example Macro

Running a Macro

Running a Macro from the Macro dialog Box

Running a Macro Using Its Keyboard Shortcut

Running a Macro from a Toolbar Button or Menu Item

Running a Macro from an Object in a Worksheet

Deleting a Macro

Editing Macros in the Visual Basic Editor

Opening the Sample Macro in the Visual Basic Editor

Meeting the Visual Basic Editor's Interface

Examining the Sample Macro

Editing the Sample Macro

Testing the Macro

Saving the Changes

Returning from the Visual Basic Editor to Excel

Hiding the Personal Macro Workbook

Summary

Index

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