Microsoft Excel 2010: Advanced Skills

By Sandra Rittman

 

Preliminary Table of Contents


Lesson 1: Working with Tables, Lists, and Outlines

Why Use a Table?

Working with Tables

Table Rows

Table Columns

Creating a Table

Converting a Range to a Table

Creating a New Blank Table

Renaming a Table

Header Row

Total Row

Formatting a Table

Adding and Deleting Rows and Columns

Selecting Table Rows and Columns

Calculated Columns

Converting a Table to a Range

Printing a Table

Deleting a Table

Understanding Structured References

Formulas with Structured References

Using Enhanced Sorting and Filtering in Lists and Tables

Sorts

Filters

Custom Filters

Explore Number and Date Criteria Options

Using the Outline Feature

How Outlines Work

Auto Outline

Creating Groups Manually

Displaying Subtotals

Sorting the List

The Subtotal Dialog Box

 

Lesson 2: Adding Graphics to Worksheets

Using Illustrations with Excel

Design Principles

The Illustrations Group on the Ribbon

Inserting Pictures and Clip Art

Inserting a Picture from a File

Inserting Clip Art

Moving, Sizing, and Rotating Images

Scaling and Cropping Images

Adjusting Images and Special Effects

Getting into Shapes

Inserting Shapes

Introducing SmartArt

Using SmartArt

Adding Text to SmartArt

Formatting SmartArt

 

 

Lesson 3: Using Templates and Protecting Worksheets

Using Templates

Template Features

The New Workbook Dialog Box

Template Storage Locations

Customizing Templates

Creating Your Own Templates

Modifying Custom Templates

Protecting Workbooks and Worksheets

Protecting the Workbook Structure

Protecting Worksheet Elements

Password Protection

Protecting Cells

Creating Digital Signatures

When to Use a Digital Signature

Creating a Digital Certificate

Creating a Digital Signature

 

Lesson 4: Creating PivotTables and Macros

Creating PivotTables

PivotTable Example 1

PivotTable Example 2

How PivotTables Work

Formatting a PivotTable

Changing PivotTable Fields

Filtering the Display of Data Items

Filtering by Categories

Filtering a PivotTable Report

Editing PivotTable Calculations

Refreshing PivotTable Data

Creating PivotCharts

PivotChart Filter Pane

Formatting PivotCharts

Changing Macro Security

Security Levels

Recording Macros

Naming a Macro

Recording Macro Steps

Storing Macros

Saving a Workbook Containing Macros

Running Macros

Assigning Macros

Assigning Macros to Shortcut Keys

Assigning Macros to Custom Buttons

 


Lesson 5: Using Financial Functions and Data Analysis

Creating Financial Functions

PMT and FV Functions

Financial Function Syntax

Using Data Analysis Tools

Using Goal Seek

Using Solver

Scenario Manager

 

Lesson 6: Auditing and Additional Functions

Using 3-D Cell References in Formulas

Why Use a 3-D Reference?

Creating a 3-D Reference

Introducing Lookup Functions

Lookup Function Syntax

How the VLOOKUP Function Works

Specifying the Range Lookup Argument

Sorting a Table Array

Using the SUBTOTAL Function to Calculate Filtered Lists

Filtering a List

Creating Subtotal Formulas

Creating Formulas Using Criteria IF Functions

Function Syntax

How the SUMIF Function Works

How the COUNTIF Function Works

Using Other Logical Functions in Formulas

AND

OR

NOT

IFERROR

Using Formulas to Format Text

Change Case of Text

Replace Text

Convert Text to Columns

Tracing Formulas

The Formula Auditing Tools

Tracing Precedents

Tracing Dependents

Auditing Formula Errors

Auditing Single Cells

Error Checking in Multiple Cells

Tracing Errors

Evaluating Formulas

 

 

Lesson 7: Using Advanced Formatting and Analysis Tools

Working with Grouped Worksheets

Grouping Worksheets

Ungrouping Worksheets

Consolidating Worksheet Data

Consolidation Functions

Types of Consolidation

Creating Links to Source Data

Working with Data Validation

Creating Drop-Down Lists for Data Entry

Restricting Data Entry in Cells

Circling Invalid Data

Removing Duplicate Records

Using Data Tables

One-Variable Data Tables

Two-Variable Data Tables

Creating Trendlines

Creating Sparklines in Cells

 

Lesson 8: Collaborating in Excel

Creating Folders in Excel

Working with Project Folders

Creating Folders

Renaming Folders

Organizing Workbooks in Folders

Inserting and Viewing Comments

When to Use a Comment

Viewing Comments

Navigating Through Comments

Setting the Username

Inserting and Deleting Comments

Adding to Comments

Formatting Comment Text

Positioning and Sizing a Comment

Printing Comments

Preparing Workbooks for Distribution

Granting a User Permission to Edit

Inspecting Workbooks for Personal Information and Hidden Data

Marking a Workbook as Final

Sharing Workbooks

Tracking Changes to Workbooks

Example of Tracked Changes at Work

Reviewing Tracked Changes

The Change History

Sharing Workbooks on a Network

Characteristics of Shared Workbooks

Simultaneous Access to Shared Workbooks

Disabled Features in Shared Workbooks

Switching Off Sharing

Merging Multiple Workbooks

Example of a Merge

What Happens When Workbooks Are Merged

Merged Cells Compared to Merged Workbooks

Protecting Elements in a Shared Workbook

 


Lesson 9: Integrating Excel with Other Programs

Maintaining Compatibility with Previous Versions of Excel

About File Formats

Excel 2010 Open XML File Formats

Earlier Excel File Formats

Checking for Excel Version Compatibility

Using the Compatibility Pack

Converters

Converting Workbooks to Other File Formats

Text file Formats

Limitations of File Formats

PDF and XPS File Formats

Using Excel Tables with Word Mail Merge

Sharing Excel Data with Access

Inserting Excel Charts in PowerPoint

Linking Compared to Embedding

Office Web Apps

Collaborating on Office Live Workspace

The Excel Web App

Importing External Data

Using Copy and Paste

Importing Data with Drag and Drop

Importing a Text File

Saving Workbook Elements as a Web Page

Saving Selected Elements

Republishing the Web Page

 

Glossary

Index