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Excel 2016 Advanced

TABLE OF CONTENTS

1 INTRODUCTION 1
1.1 Method 1
1.2 Software and other settings 2
1.3 Exercise files 2

2 MULTIPLE WORKSHEETS 3
2.1 Working with multiple worksheets 3
Adding a worksheet 4
Deleting a worksheet 6
Naming the worksheets 6
Setting a tab color 7
Moving a worksheet 8
Copying a worksheet 9
Hiding and unhiding a worksheet 10
Worksheet background 11
Grouping worksheets. 11
2.2 Formulas with values from another worksheet 13
Writing formulas by selecting cells 13
Creating a formula by selecting a series of worksheets 14
2.3 Calculations over multiple workbooks 15
Referring to another file 15
Refresh linked data 16
2.4 Checking cell references 18
Trace precedents 18
Trace dependents 19
Error messages 19
2.5 Window options 20
Locking titles 20
Splitting windows 22
Two windows on the same workbook 24
Hide an open workbook window 24
Comparing window contents 25

3 WORKING WITH DATABASES 26

3.1 Setting up a database 26
3.2 Creating a database in Excel 27
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3.3 Using a database in Excel 28

Viewing records 28
Excel tables 29
Adding and deleting records 29
Data form 29
Editing records 31
Selectively searching and viewing records 31
3.4 Filtering data 32
Automatic filters 32
AND / OR criteria 34
Advanced Filter 36
Slicers 39
3.5 Sorting data 41
Sort by one column 41
Sort by several columns 41
3.6 Subtotals 42
Creating subtotals 43
Viewing and deleting subtotals 43
The SUBTOTAL function 44
3.7 Grouping data 46
Auto Outline 46
Manual grouping 47
Ungroup 47

4 OPTIMAL USE OF FORMULAS AND FUNCTIONS 48

4.1 Quick calculations with the status bar 48
4.2 Copying formulas with relative and absolute cell references 50
The theory behind copying 50
What is the risk of copying? 52
Creating an absolute reference 53
Copying formulas with mixed cell reference 53
4.3 Calculations with dates and times 55
Date 55
Time 56
Calculating with dates and times 57
4.4 Named ranges 60
Creating named ranges 60
The name box 61
Deleting names 61
Letting Excel name the ranges 62
Changing names 63
4.5 Using named ranges in formulas 64
Typing the name 65
Getting the name from a list 65
Clicking the range 66
Names in existing formulas 66
Absolute of relative? 66
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4.6 Adding a comment to a cell 67

Reading comments 68
Changing comments 68
Deleting comments 68
4.7 Conditional cell formatting 69
Data Bars 69
Color scales 71
Icon sets 71
Highlight cells rules 74
4.8 Highlight cells rules with formula 76

5 FUNCTIONS 79
5.1 Math functions with a condition 79
Using function suggestions 79
The Insert Function window 80
The SUMIF function 81
The COUNT and COUNTIF functions 83
5.2 Logical Functions 86
The AND function 86
The OR function 87
The IF function 89
The IF function in combination with time 92
Nested IF Function 92
IF function in combination with AND or OR 94
5.3 Date Functions 96
Other date functions 98
5.4 Text functions 98
The & character 99
5.5 Search functions 100
Search in columns: the VLOOKUP function 101
VLOOKUP with exact match 104
VLOOKUP in intervals 105
Search in rows: the HLOOKUP function 106
The INDEX function 108
The MATCH function 110
Combining INDEX and MATCH 111
5.6 Database functions 112
DSUM 112
DAVERAGE 114
DGET 115
5.7 Array formulas 116
To calculate large numbers of cells at one time with an array formula 118
Totalling using an array formula 120
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6 VALIDATION 122
6.1 Data validation 122
Validate correct input 122
Validate data in retrospect 124
6.2 List with allowed values 125
6.3 Errors 126
Causing an error 127
The Error button 128
6.4 Checking formulas 129
6.5 The error checking button 130
Other tools for errors 130
6.6 The Watch Window 132

7 PIVOT TABLES 134

7.1 Creating a Pivot table 134
A simple Pivot table 134
Editing the structure 138
Multiple fields 140
Alternative statistics 141
Filter data 143
Edit data 146
Pivot a Pivot table 149
Show pages 151
7.2 Customizing a Pivot table 152
Customizing the format 152
Adjusting the structure 153
Grouping of dates 156
Show data in a different way 157
7.3 Presenting a Pivot table in a chart 159
A chart based on an existing Pivot table 160
A PivotChart with the Wizard 161
7.4 Calculated fields 162
7.5 Calculated items 164
7.6 Merging multiple worksheets into one Pivot table 166
7.7 Consolidating data 171
7.8 Slicers 174

8 TEMPLATES 176
8.1 Creating a template 176
Protecting the right cells 178
8.2 Using a template 179
8.3 Editing a template 180
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8.4 Professional formatting using styles and themes 181

Cell styles 181
Themes 183
Modifying and saving styles 184

9 PROTECTING DATA 185

9.1 Locking and unlocking cells 185
9.2 Protecting the worksheet 186
Removing the protection 187
Selecting locked cells 187
9.3 Protecting a workbook 188

10 MACROS 190
10.1 Creating macros 190
10.2 Starting a macro 193
10.3 Relative/absolute macro recording 194
A relative macro 195
10.4 Editing a macro 196
10.5 Linking a macro to a button in the worksheet 198
10.6 Adding macros to the ribbon 200
Adding a macro to the Quick Access toolbar 200
Adding a macro to the ribbon 202
10.7 Defining functions 204

11 APPENDIX: COMPARING DATA 209

11.1 Comparing with the VLOOKUP function 209
11.2 Comparing with the MATCH function 211
11.3 Comparing with conditional cell formatting 213

12 APPENDIX: TEXT FILES 216

12.1 Importing text files 216
Importing text files with a fixed width 219
12.2 Text to columns 220

13 APPENDIX: OPTIMIZATION OF VALUES 221

13.1 Goal Seeking 221
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13.2 The Solver 223

When to use? 223
Activating the Solver 223
The dialog Parameters Solver 224
Settings of the Solver 226
13.3 Scenarios 227
Cell names 228
Saving the current data in a scenario 228
Adding scenarios 229
Viewing scenarios 230

14 APPENDIX: COLLABORATION 231

14.1 Editing a shared workbook 231
How to open a file that is already open 232
Share a workbook 233
Conflicting changes 234
Track Changes 235
Auto save 236
14.2 Backstage 237
PDF and XPS 239
14.3 Internet 240
Save a file as a Web Page 240
Saving a Pivot table as a web page 241

15 APPENDIX: WINDOWS SETTINGS 242

15.1 Language settings 242
Setting up the decimal symbol 243
15.2 Reveal file extensions 244

16 APPENDIX: KEYBOARD SHORTCUTS 246

16.1 Common keyboard shortcuts 246

INDEX 248