Advance Excel

INTRODUCTION...............................................................................................................7
How To Use This Guide .................................................................................................................. 7
Objectives....................................................................................................................................... 7
Instructions .................................................................................................................................... 7
Appendices..................................................................................................................................... 7

SECTION 1 ADVANCED WORKSHEET

FUNCTIONS.....................................................9
NAMES.....................................................................................................................................10
Defining Names............................................................................................................................ 10
Creating Names Automatically..................................................................................................... 11
Managing Names ......................................................................................................................... 12

USING NAMES ..........................................................................................................................14

Go To............................................................................................................................................ 14
Names In Formulae ...................................................................................................................... 15
Applying Names ........................................................................................................................... 16

CONDITIONAL & LOGICAL FUNCTIONS.......................................................................................17

If Statements................................................................................................................................ 17
Logical Test................................................................................................................................... 18
Value If True / False ..................................................................................................................... 18
Nested If....................................................................................................................................... 19
Statistical If Statements ............................................................................................................... 21

AND, OR, NOT...........................................................................................................................22

And............................................................................................................................................... 22
Or ................................................................................................................................................. 23
Not ............................................................................................................................................... 23

LOOKUP FUNCTIONS.................................................................................................................24
Lookup.......................................................................................................................................... 24
Vector Lookup.............................................................................................................................. 24
Hlookup........................................................................................................................................ 26
Vlookup ........................................................................................................................................ 27
Nested Lookups............................................................................................................................ 29

OTHER USEFUL FUNCTIONS.......................................................................................................31

ISERROR........................................................................................................................................ 31
IFERROR........................................................................................................................................ 32
COUNTIF....................................................................................................................................... 33
AVERAGEIF ................................................................................................................................... 35
AVERAGEIFS ................................................................................................................................. 36
SUMIFS......................................................................................................................................... 37
COUNTIFS..................................................................................................................................... 39

DATA CONSOLIDATION..........................................................................................41
SECTION 2 VIEWS, SCENARIOS, GOAL SEEK AND

SOLVER.......................................44
GOAL SEEKING AND SOLVING....................................................................................................45
Goal Seek...................................................................................................................................... 45
Solver ........................................................................................................................................... 47
Solver Parameters........................................................................................................................ 47
Constraints ................................................................................................................................... 48
Solver And Scenario Manager...................................................................................................... 50
Opening Scenario Manager.......................................................................................................... 50
Saving Solver Solutions ................................................................................................................ 51
Reports......................................................................................................................................... 52

VIEWS & SCENARIOS.................................................................................................................53

Custom Views............................................................................................................................... 53
Typical Custom View Model......................................................................................................... 53
Defining A View............................................................................................................................ 54
Showing A View............................................................................................................................ 55
Scenario Manager ........................................................................................................................ 55
Load The Scenario Manager......................................................................................................... 55
Showing A Scenario...................................................................................................................... 57
Editing A Scenario ........................................................................................................................ 58
Deleting A Scenario ...................................................................................................................... 59

SECTION 3 USING EXCEL TO MANAGE

LISTS...........................................................60
EXCEL LISTS,LIST TERMINOLOGY................................................................................................61
Row And Column Content............................................................................................................ 61
Column Labels .............................................................................................................................. 61
List Size And Location................................................................................................................... 61
Miscellaneous .............................................................................................................................. 61

SORTING DATA .........................................................................................................................62

Custom Sorting Options ............................................................................................................... 65
Creating A Custom Sort Order...................................................................................................... 66

ADDING SUBTOTALS TO A LIST ..................................................................................................67

Examining Subtotals..................................................................................................................... 68

FILTERING A LIST.......................................................................................................................69
Custom Criteria ............................................................................................................................ 72
Wildcards ..................................................................................................................................... 73
Turning Off Autofilter................................................................................................................... 74
Advanced Filtering ....................................................................................................................... 75
Set Criteria ................................................................................................................................... 75
Entering Search Criteria ............................................................................................................... 77
Wildcards With Text Criteria ........................................................................................................ 77
Multiple Criteria ........................................................................................................................... 77
Checking The Criteria Range ........................................................................................................ 78
Calculated Criteria........................................................................................................................ 79
Calculated Criteria Using Functions ............................................................................................. 80
Copying Filtered Data................................................................................................................... 81
Unique Records............................................................................................................................ 81

LIST STATISTICS.........................................................................................................................82
Database Functions...................................................................................................................... 82

PIVOTTABLES............................................................................................................................85
To Create A PivotChart Report From An Existing PivotTable Report ........................................... 87
Create A Static Chart From The Data In A PivotTable Report ...................................................... 88
Delete A PivotTable Or PivotChart Report ................................................................................... 88
Create Layout For PivotTables ..................................................................................................... 89
Modifying A PivotTable ................................................................................................................ 90

MANAGING PIVOTTABLES.........................................................................................................93
Using Another PivotTable Report................................................................................................. 93
Changing An Existing Report's Source Data ................................................................................. 94
Automatically Refresh Data When A Workbook Is Opened......................................................... 95
Automatically Refresh Data At Regular Time Intervals ................................................................ 95
Require A Password To Refresh An External Data Range ............................................................ 95
Grouping PivotTable Items........................................................................................................... 97
Formatting A PivotTable ............................................................................................................ 100

SECTION 4 CHARTS ..............................................................................................104

INTRODUCTION TO CHARTING ................................................................................................105
Terminology ............................................................................................................................... 105
Embedded Charts....................................................................................................................... 106
Separate Chart Pages ................................................................................................................. 106
Three Methods To Create Charts............................................................................................... 107
Moving And Resizing Embedded Charts .................................................................................... 108
Data Layout ................................................................................................................................ 108
Shortcut Menu (Right Click) ....................................................................................................... 110
Chart Types ................................................................................................................................ 110
Default Chart Type ..................................................................................................................... 114

FORMATTING CHARTS ............................................................................................................115

Design Ribbon ............................................................................................................................ 115
Switch Rows And Columns......................................................................................................... 117
Changing The Chart Layout ........................................................................................................ 117
Chart Styles ................................................................................................................................ 118
Moving Chart Location............................................................................................................... 118
Layout Ribbon ............................................................................................................................ 119
Formatting Chart Elements........................................................................................................ 119
Resetting Custom Formats......................................................................................................... 120
Adding, Removing And Formatting Labels ................................................................................. 120
Axes............................................................................................................................................ 121
Gridlines ..................................................................................................................................... 122
Unattached Text......................................................................................................................... 122
Format Dialog............................................................................................................................. 123
Add A Series Manually ............................................................................................................... 125
The Series Function.................................................................................................................... 125
Charting With Blocks Of Data..................................................................................................... 125

SECTION 5 TEMPLATES ........................................................................................126

INTRODUCTION TO TEMPLATES ..............................................................................................127
Standard Templates ................................................................................................................... 127
Custom Templates ..................................................................................................................... 128
AutoTemplates........................................................................................................................... 130
Opening And Editing Templates................................................................................................. 130
Template Properties................................................................................................................... 131

SECTION 6 AUDITING...........................................................................................133
AUDITING FEATURES ..............................................................................................................134
Tracers........................................................................................................................................ 134
Comments.................................................................................................................................. 136
SECTION 7 OTHER FORMATTING .........................................................................139
FORMATTING CELLS................................................................................................................139
Themes....................................................................................................................................... 139
Customising A Theme................................................................................................................. 140
Styles .......................................................................................................................................... 142
Conditional Formatting .............................................................................................................. 145

SECTION 8 OTHER EXCEL

FEATURES.....................................................................150
INSERTING, FORMATTING AND DELETING OBJECTS..................................................................150
Inserting A Drawing Object ........................................................................................................ 150
SmartArt..................................................................................................................................... 151
WordArt ..................................................................................................................................... 153
Formatting Shapes ..................................................................................................................... 153
QuickStyles................................................................................................................................. 153
Manual Formatting .................................................................................................................... 155

REVIEWING ............................................................................................................................157
Protecting................................................................................................................................... 157
Use A Shared Workbook To Collaborate.................................................................................... 159
Share A Workbook ..................................................................................................................... 160

PROOFING TOOLS ...................................................................................................................166

Spelling And Grammar ............................................................................................................... 166
Thesaurus................................................................................................................................... 167
Translation ................................................................................................................................. 167
Show Or Hide ScreenTips ........................................................................................................... 168

EXCEL 2007 SPECIFICATIONS AND LIMITS ......................................................169