Published by Microsoft Press (September 30, 2015) © 2016
Curtis FryeProduct Information
Now in full color!
The quick way to learn Microsoft Excel 2016!
This is learning made easy. Get more done quickly with Excel 2016. Jump in wherever you need answers--brisk lessons and full-color screen shots show you exactly what to do, step by step.
- Quickly set up workbooks, enter data, and format it for easier viewing
- Perform calculations and find and correct errors
- Filter, sort, summarize, and combine data
- Analyze data by using PivotTables, PivotCharts, scenarios, data tables, and Solver
- Visualize data with charts and graphs, including new sunbursts, waterfalls, and treemaps
- Build data models and use them in business intelligence analyses
- Create timelines, forecasts, and visualizations, including KPIs and PowerMap data maps
- Look up just the tasks and lessons you need
Introduction xiii
Who this book is for xiii
The Step by Step approach xiii
Download the practice files xiv
Sidebar: Adapt exercise steps xviii
Ebook edition xx
Get support and give feedback xx
Errata and support xx
We want to hear from you xx
Stay in touch xx
Part 1: Create and format workbooks
Chapter 1: Set up a workbook 3
Explore the editions of Excel 2016 4
Excel 2016 4
Excel Online 4
Excel Mobile Apps 5
Become familiar with new features in Excel 2016 6
Create workbooks 7
Modify workbooks 13
Modify worksheets 18
Merge and unmerge cells 23
Customize the Excel 2016 app window 26
Zoom in on a worksheet 26
Arrange multiple workbook windows 28
Add buttons to the Quick Access Toolbar 30
Customize the ribbon 33
Skills review 39
Practice tasks 40
Chapter 2: Work with data and Excel tables 43
Enter and revise data 44
Manage data by using Flash Fill 48
Move data within a workbook 51
Find and replace data 56
Correct and expand upon data 60
Define Excel tables 65
Skills review 69
Practice tasks 70
Chapter 3: Perform calculations on data 73
Name groups of data 74
Create formulas to calculate values 77
Sidebar: Operators and Precedence 88
Summarize data that meets specific conditions 90
Set iterative calculation options and enable or disable automatic calculation 96
Use array formulas 98
Find and correct errors in calculations 100
Skills review 106
Practice tasks 107
Chapter 4: Change workbook appearance 111
Format cells 112
Define styles 118
Apply workbook themes and Excel table styles 121
Make numbers easier to read 127
Change the appearance of data based on its value 130
Add images to worksheets 138
Skills review 142
Practice tasks 143
Part 2: Analyze and present data
Chapter 5: Manage worksheet data 147
Limit data that appears on your screen 148
Manipulate worksheet data 153
Sidebar: Select list rows at random 154
Summarize data in worksheets that have hidden and filtered rows 155
Find unique values within a data set 161
Define valid sets of values for ranges of cells 163
Skills review 165
Practice tasks 166
Chapter 6: Reorder and summarize data 169
Sort worksheet data 170
Sort data by using custom lists 176
Organize data into levels 179
Look up information in a worksheet 184
Skills review 187
Practice tasks 188
Chapter 7: Combine data from multiple sources 191
Use workbooks as templates for other workbooks 192
Link to data in other worksheets and workbooks 197
Consolidate multiple sets of data into a single workbook 202
Skills review 205
Practice tasks 206
Chapter 8: Analyze alternative data sets 209
Examine data by using the Quick Analysis Lens 210
Define an alternative data set 212
Define multiple alternative data sets 216
Analyze data by using data tables 218
Vary your data to get a specific result by using Goal Seek 221
Find optimal solutions by using Solver 223
Analyze data by using descriptive statistics 229
Skills review 231
Practice tasks 232
Chapter 9: Create charts and graphics 237
Create charts 238
Create new types of charts 248
Customize chart appearance 252
Find trends in your data 260
Create dual-axis charts 263
Summarize your data by using sparklines 264
Create diagrams by using SmartArt 266
Create shapes and mathematical equations 271
Skills review 277
Practice tasks 278
Chapter 10: Create dynamic worksheets by using PivotTables 281
Analyze data dynamically by using PivotTables 282
Filter, show, and hide PivotTable data 290
Edit PivotTables 301
Format PivotTables 305
Create PivotTables from external data 309
Create dynamic charts by using PivotCharts 313
Skills review 316
Practice tasks 317
Part 3: Collaborate and share in Excel
Chapter 11: Print worksheets and charts 323
Add headers and footers to printed pages 324
Prepare worksheets for printing 330
Fit your worksheet contents to the printed page 331
Change page breaks in a worksheet 334
Change the page printing order for worksheets 335
Print worksheets 337
Print parts of worksheets 339
Print charts 343
Skills review 345
Practice tasks 346
Chapter 12: Automate repetitive tasks by using macros 349
Enable and examine macros 350
Set macro security levels in Excel 2016 350
Examine macros 353
Create and modify macros 356
Run macros when you click a button 357
Run a macro when you open a workbook 361
Insert form controls into a worksheet 362
Skills review 369
Practice tasks 370
Chapter 13: Work with other Microsoft Office apps 373
Include Office documents in workbooks and other files 374
Link Office documents to Excel workbooks 375
Embed files in Excel and other Office apps 377
Create hyperlinks 379
Paste charts into documents 384
Skills review 385
Practice tasks 386
Chapter 14: Collaborate with colleagues 389
Share workbooks 390
Save workbooks for electronic distribution 394
Manage comments 395
Track and manage colleagues’ changes 398
Add protection to workbooks and worksheets 401
Finalize workbooks 408
Authenticate workbooks 410
Save workbooks for the web 412
Import and export XML data 414
Work with OneDrive and Excel Online 418
Skills review 424
Practice tasks 425
Part 4: Perform advanced analysis
Chapter 15: Perform business intelligence analysis 431
Enable the Data Analysis add-ins 432
Define relationships between tables 434
Analyze data by using Power Pivot 438
View data by using timelines 442
Bring in external data by using Power Query 446
Skills review 451
Practice tasks 452
Chapter 16: Create forecasts and visualizations 455
Create Forecast Worksheets 456
Define and manage measures 461
Define and display Key Performance Indicators 464
Create 3D maps 468
Skills review 475
Practice tasks 476
Keyboard shortcuts 479
Glossary 89
Index 95
About the author 521
Who this book is for xiii
The Step by Step approach xiii
Download the practice files xiv
Sidebar: Adapt exercise steps xviii
Ebook edition xx
Get support and give feedback xx
Errata and support xx
We want to hear from you xx
Stay in touch xx
Part 1: Create and format workbooks
Chapter 1: Set up a workbook 3
Explore the editions of Excel 2016 4
Excel 2016 4
Excel Online 4
Excel Mobile Apps 5
Become familiar with new features in Excel 2016 6
Create workbooks 7
Modify workbooks 13
Modify worksheets 18
Merge and unmerge cells 23
Customize the Excel 2016 app window 26
Zoom in on a worksheet 26
Arrange multiple workbook windows 28
Add buttons to the Quick Access Toolbar 30
Customize the ribbon 33
Skills review 39
Practice tasks 40
Chapter 2: Work with data and Excel tables 43
Enter and revise data 44
Manage data by using Flash Fill 48
Move data within a workbook 51
Find and replace data 56
Correct and expand upon data 60
Define Excel tables 65
Skills review 69
Practice tasks 70
Chapter 3: Perform calculations on data 73
Name groups of data 74
Create formulas to calculate values 77
Sidebar: Operators and Precedence 88
Summarize data that meets specific conditions 90
Set iterative calculation options and enable or disable automatic calculation 96
Use array formulas 98
Find and correct errors in calculations 100
Skills review 106
Practice tasks 107
Chapter 4: Change workbook appearance 111
Format cells 112
Define styles 118
Apply workbook themes and Excel table styles 121
Make numbers easier to read 127
Change the appearance of data based on its value 130
Add images to worksheets 138
Skills review 142
Practice tasks 143
Part 2: Analyze and present data
Chapter 5: Manage worksheet data 147
Limit data that appears on your screen 148
Manipulate worksheet data 153
Sidebar: Select list rows at random 154
Summarize data in worksheets that have hidden and filtered rows 155
Find unique values within a data set 161
Define valid sets of values for ranges of cells 163
Skills review 165
Practice tasks 166
Chapter 6: Reorder and summarize data 169
Sort worksheet data 170
Sort data by using custom lists 176
Organize data into levels 179
Look up information in a worksheet 184
Skills review 187
Practice tasks 188
Chapter 7: Combine data from multiple sources 191
Use workbooks as templates for other workbooks 192
Link to data in other worksheets and workbooks 197
Consolidate multiple sets of data into a single workbook 202
Skills review 205
Practice tasks 206
Chapter 8: Analyze alternative data sets 209
Examine data by using the Quick Analysis Lens 210
Define an alternative data set 212
Define multiple alternative data sets 216
Analyze data by using data tables 218
Vary your data to get a specific result by using Goal Seek 221
Find optimal solutions by using Solver 223
Analyze data by using descriptive statistics 229
Skills review 231
Practice tasks 232
Chapter 9: Create charts and graphics 237
Create charts 238
Create new types of charts 248
Customize chart appearance 252
Find trends in your data 260
Create dual-axis charts 263
Summarize your data by using sparklines 264
Create diagrams by using SmartArt 266
Create shapes and mathematical equations 271
Skills review 277
Practice tasks 278
Chapter 10: Create dynamic worksheets by using PivotTables 281
Analyze data dynamically by using PivotTables 282
Filter, show, and hide PivotTable data 290
Edit PivotTables 301
Format PivotTables 305
Create PivotTables from external data 309
Create dynamic charts by using PivotCharts 313
Skills review 316
Practice tasks 317
Part 3: Collaborate and share in Excel
Chapter 11: Print worksheets and charts 323
Add headers and footers to printed pages 324
Prepare worksheets for printing 330
Fit your worksheet contents to the printed page 331
Change page breaks in a worksheet 334
Change the page printing order for worksheets 335
Print worksheets 337
Print parts of worksheets 339
Print charts 343
Skills review 345
Practice tasks 346
Chapter 12: Automate repetitive tasks by using macros 349
Enable and examine macros 350
Set macro security levels in Excel 2016 350
Examine macros 353
Create and modify macros 356
Run macros when you click a button 357
Run a macro when you open a workbook 361
Insert form controls into a worksheet 362
Skills review 369
Practice tasks 370
Chapter 13: Work with other Microsoft Office apps 373
Include Office documents in workbooks and other files 374
Link Office documents to Excel workbooks 375
Embed files in Excel and other Office apps 377
Create hyperlinks 379
Paste charts into documents 384
Skills review 385
Practice tasks 386
Chapter 14: Collaborate with colleagues 389
Share workbooks 390
Save workbooks for electronic distribution 394
Manage comments 395
Track and manage colleagues’ changes 398
Add protection to workbooks and worksheets 401
Finalize workbooks 408
Authenticate workbooks 410
Save workbooks for the web 412
Import and export XML data 414
Work with OneDrive and Excel Online 418
Skills review 424
Practice tasks 425
Part 4: Perform advanced analysis
Chapter 15: Perform business intelligence analysis 431
Enable the Data Analysis add-ins 432
Define relationships between tables 434
Analyze data by using Power Pivot 438
View data by using timelines 442
Bring in external data by using Power Query 446
Skills review 451
Practice tasks 452
Chapter 16: Create forecasts and visualizations 455
Create Forecast Worksheets 456
Define and manage measures 461
Define and display Key Performance Indicators 464
Create 3D maps 468
Skills review 475
Practice tasks 476
Keyboard shortcuts 479
Glossary 89
Index 95
About the author 521