EXCEL 2022 COMPLETE GUIDE the concise step by step practical guide to master everything

Select Single Cell RangeSelecting complete columns Selecting complete rows Selecting noncontiguous ranges Selecting multi-sheet ranges Selecting special types of cells Selecting cells by

EXCEL 2022 COMPLETE GUIDE

The Concise Step-by-Step Practical Guide to Master Everything About Excel 2022 in 7

Days or Less (Excel Basics, Formulas, Functions, Pivot Tables, Dashboards, Power Query, & Data

Analysis)

CARTY BINN

Copyright © 2022 CARTY BINN

All Rights Reserved

This book or parts thereof may not be reproduced in any form, stored in any retrieval system, or transmitted in any form by any means—electronic, mechanical, photocopy, recording, or otherwise— without prior written permission of the publisher, except as provided by United States of America copyright law and fair use.

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The author and publisher of this book and the accompanying materials have used their best efforts

in preparing this book The author and publisher make no representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the contents of this book The information contained

in this book is strictly for informational purposes Therefore, if you wish to apply the ideas contained in this book, you are taking full responsibility for your actions.

Printed in the United States of America

BOOK 1:

EXCEL FOR BEGINNERS

CHAPTER ONE

INTRODUCING EXCEL

UNDERSTANDING WHAT EXCEL IS USED FOR

LOOKING AT WHAT’S NEW IN EXCEL 2022

UNDERSTANDING WORKBOOKS AND WORKSHEETSMOVING AROUND A WORKSHEETS

Navigating with your keyboard

Navigating with your Mouse

USING THE RIBBON

Customizing the Ribbon

Ribbon Tabs

Inserting a new tab

Creating a new group

Adding a command

Changing the names of ribbon tabs, groups, and commands Changing the position of tabs, groups, and instructions Contextual Tabs

Types of Command on the Ribbon

Accessing the Ribbon by using your Keyboard

USING SHORTCUT MENUS

Shortcuts for formatting data

Data entry shortcuts

Data View and Navigation

Data selection

CUSTOMIZING YOUR QUICK ACCESS TOOLBAR

WORKING WITH DIALOG BOXES

USING TASK PANES

CREATING YOUR FIRST EXCEL WORKBOOK

Getting Started on Your Worksheet

Filling in the Month Names

Entering The Sales Data

Summing the Values

Making Your Worksheet Look a bit Fancier

Creating a Chart

Formatting the Numbers

Printing your Worksheet

Printing from a Selection

Using a Print Area

Saving Workbook

CHAPTER TWO

ENTERING AND EDITING WORKSHEET DATA

Exploring Data Types

Numeric values

Text Entries

Entering Text and Values into your Worksheets

Entering Numbers and Text

Entering Dates and Times into your Worksheets

Entering date and time values

MODIFYING CELL CONTENTS

Deleting the contents of a cell

Replacing the contents of a cell

Learning some handy data-entry techniques

Automatically moving the selection after entering data

Selecting a range of input cells before entering data

Using CTRL + Enter to place information into multiple cells Changing modes

Entering decimal points automatically

Using Autofill to enter a series of values

Using Autocomplete to automate data entry

Forcing text to appear on a new line within a cell

Using Autocorrect for shortcut data entry

Entering numbers with fractions

Using a form for data entry

Applying Number Formatting

Using shortcut keys to format numbers

Formatting numbers by using the Format Cells dialog box Add your own custom number formats.

CHAPTER THREE

PERFORMING BASIC WORKSHEET OPERATIONS

Learning the Fundamentals of Excel Worksheet

Working with Excel windows

Moving and Resizing Windows

Changing the name of a worksheet

Changing the tab color

Rearranging your worksheet

Hiding and unhiding a worksheet

CONTROLLING THE WORKSHEET VIEW

Zooming in or out for a better view

Viewing a worksheet in multiple windows

Comparing sheets side by side

Splitting the worksheet window into panes

Keeping the titles in view by freezing panes

Monitoring cells with a watch Window

WORKING WITH ROWS AND COLUMNS

Inserting Column

Deleting rows and columns

Changing column widths

Changing row heights

Hiding rows and columns

CHAPTER FOUR

WORKING WITH EXCEL RANGES AND TABLES

UNDERSTANDING CELLS AND RANGES

Select Single Cell Range

Selecting complete columns

Selecting complete rows

Selecting noncontiguous ranges

Selecting multi-sheet ranges

Selecting special types of cells

Selecting cells by searching

COPYING OR MOVING RANGES

Copying by using Ribbon commands

Copying by using shortcut keys

Copying or moving by using drag-and-drop

Copying to adjacent cells

Using the Office Clipboard to paste

Pasting in special ways

Using the Paste Special Dialog box

Skipping blanks when pasting

USING NAMES TO WORK WITH RANGES

Creating range names in your workbooks

Using the Create Names from Selection dialog box

ADDING COMMENTS TO CELLS

WORKING WITH TABLES

Understanding a table’s structure

Creating a table

Sorting a table

Filtering a table

Filtering a table with slicers

Changing the table’s appearance

CHAPTER FIVE

FORMATTING WORKSHEETS

GETTING TO KNOW THE FORMATTING TOOLS

Using the formatting tools on the Home tab

Using the Format Cells dialog box

Formatting your worksheets

Using fonts to format your worksheet

Wrapping or Shrinking text to fit the cell

Purpose of Wrap Text

Shrinking text

Merging worksheet cells to create additional text space Displaying text at an angle

Using colors and shading

Adding border lines

Using conditional formatting

Using graphical conditional formats

Using data bars

Using color scales

Using icon sets

Creating formula-based rules

Understanding relative and absolute references

Absolute references

Conditional formatting formula examples

Identifying weekend days

Highlighting a row based on a value

Displaying alternate-row shading

Creating checkerboard shading

Working with Conditional formats

USING NAMED STYLES FOR EASIER FORMATTING

Applying styles

Modifying an existing style

Creating new styles

Merging styles from other workbooks

Controlling styles with templates

UNDERSTANDING DOCUMENT THEMES

Applying a theme

Customizing a theme

CHAPTER SIX

UNDERSTANDING EXCEL FILES AND TEMPLATES

Creating a new workbook

Opening an existing workbook

Choosing your file display preferences

Enabling AutoRecover in Excel

Recovering versions of the current workbook

Recovering unsaved work

Configuring Auto recover

Password-Protecting a Workbook

Organizing your files

OTHER WORKBOOK INFO OPTIONS

Protect Worksheet options

Check for issues options

Manage workbook option

Browser view options

Compatibility mode section

Closing Workbooks

Safeguarding your work

Working with templates

Exploring Excel templates

Viewing templates

Creating a workbook from a template

Creating a worksheet template

Editing your template

Resetting the default workbook

Using custom workbook templates

Creating custom templates

Saving your custom templates

CHAPTER SEVEN

PRINTING YOUR WORK

DOING BASIC PRINTING

Changing your Page View

Normal view

Page layout view

Page break preview

ADJUSTING COMMON PAGE SETUP SETTINGS

Choosing your printer

Specifying what you want to print

Changing page orientation

Specifying paper size

Printing multiple copies of your reports

Adjusting the page margins

Understanding page breaks

Inserting a page break

Removing manual page breaks

Printing row and column titles

Scaling printed output

Printing cell gridlines

Using a background image

Adding a header or a footer to your reports

Inserting a header

Inserting a footer

Understanding header and footer element codes Exploring other header and footer options

EXPLORING OTHER PRINT-RELATED TOPICS

Copying page setup settings across sheets

Preventing certain cells from being printed

Preventing objects from being printed

Creating custom views of your worksheet

Creating PDF files.

Excel print's Limitations

CHAPTER EIGHT

CUSTOMIZING THE EXCEL USER INTERFACE

ABOUT THE QUICK ACCESS TOOLBAR

Customizing the Quick Access Toolbar

Adding new commands to the Quick Access Toolbar Other Quick Access Toolbar actions

Customizing the Ribbon

Why you may want to customize the ribbon What can be customized

What cannot be customized

How to customize the ribbon

Creating a new tab

Creating a new group

Adding commands to a new group

Resetting the ribbon.

BASIC STEPS FOR CREATING A CHART

Creating the chart

Switching the row and column orientation

Changing the chart type

Applying chart layout

Adding and deleting chart elements

Formatting chart elements

MODIFYING AND CUSTOMIZING CHARTS

Moving and resizing a chart

Converting an embedded chart

UNDERSTANDING CHART TYPES

Choosing a chart type

Column charts

USING ADVANCED CHARTING TECHNIQUES

SELECTING CHART ELEMENTS

Selecting with the mouse

Selecting with the Keyboard

Selecting with the chart element control

EXPLORING THE USER INTERFACE CHOICES FOR MODIFYINGCHART ELEMENTS

Using the format task pane

Using the chart customization buttons

Using the ribbon

Using the Mini toolbar

Modifying the chart area

Modifying the Plot area

Working with Titles in a chart

Working with Legends

Working with Gridlines

Modifying the Axes

WORKING WITH DATA SERIES

Deleting or hiding a data series

Adding a new data series to a chart

Changing data used by a series

Using the Edit series dialog box

Editing the Series formula

Displaying data labels in a chart

Handling missing data

Adding error bars

Creating combination charts

Displaying a data table

Creating Chart Templates.

Handling hidden or missing data

Changing Sparkline types

Changing Sparkline colors and line width Merging and Sizing Sparklines cells

Highlighting certain data points

Grouping and Ungrouping Sparklines

Deleting Sparklines

Adjusting Sparkline axis scaling

Specifying a date axis

Auto-Updating Sparklines

Displaying a Sparkline for a Dynamic Range SUMMARY

CHAPTER TWELVE

VISUALIZING WITH CUSTOM NUMBER FORMATS AND

SHAPES

Visualizing with Number Formatting

Doing basic number formatting

Using the formal cell dialog box to format numbers

Using shortcuts keys to format numbers

GETTING FANCY WITH CUSTOM NUMBER FORMATTING

Formatting numbers in thousands and millions

Hiding and suppressing zeros

Applying custom format colors

Formatting dates and time

Using a symbol to enhance reporting

Now let’s use the symbols in our formatting

USING SHAPES AND ICONS AS VISUAL ELEMENTS

Inserting a shape

Inserting SVG icon graphics

Enhancing Excel reports with shapes

Layering shapes to save space

Constructing your infographic widgets with shapes

Creating dynamic labels

Creating linked pictures

Some do ask, the importance of creating a linked picture and when is it needed?

USING SMARTART AND WORDART

SmartArt basics

WordArt basics

WORKING WITH OTHER GRAPHICS TYPES

About graphic files

INTRODUCING FORMULAS AND FUNCTIONS

UNDERSTANDING FORMULA BASICS

USING OPERATORS IN FORMULAS

USING FUNCTIONS IN YOUR FORMULAS

EXAMPLES OF FORMULAS THAT USE FUNCTIONS

Functions arguments

More about functions

Priority for the master operator

Show Formulas

Fix Formulas

Use absolute references wherever possible

Apply conditional formatting to your documents

Validate your data

ENTERING FORMULAS INTO YOUR WORKSHEETS

Entering formulas manually

Entering formulas by pointing

Pasting range names into formulas

Inserting functions into formulas

FUNCTION ENTRY TIPS

Editing Formulas

USING CELL REFERENCES IN FORMULAS

Changing the types of your references

Referencing cells outside the worksheet

Referencing cells in other worksheets

Referencing cells in other workbooks

USING FORMULAS IN THE TABLE

Summarizing data in a table

Using formulas within a table

Referencing data in a table

CORRECTING COMMON FORMULA ERRORS

Handling Circular references

So, how do you discover a circular reference?

Specifying when formulas are calculated

USING ADVANCED NAMING TECHNIQUES

Using names for constants

Using range intersections

Applying names to existing references

WORKING WITH FORMULAS

Not hard-coding values

Using the formula bar as a calculator

Making an exact copy of a formula

Converting formulas to values

CHAPTER TWO

USING FORMULAS FOR COMMON MATHEMATICAL OPERATIONS

CALCULATING PERCENTAGES

Calculating percent of goal

Calculating percent variance

Calculating percent variance with negative values

Calculating a percent distribution

Calculating a running total

Applying a percent variance with negative values

Dealing with divide-by-zero errors

ROUNDING NUMBERS

Rounding numbers using formulas

Rounding to the nearest penny

Rounding to significant digits

However, there are a few guidelines that you should follow: COUNTING VALUES IN A RANGE

Explanation:

Explanation:

USING EXCEL’S CONVERSION FUNCTIONS.

This function has the following arguments:

CHAPTER THREE

USING FORMULAS TO MANIPULATE TEXT

WORKING WITH TEXT

Using Text Function

Joining text strings

Settings text to sentence case

Removing spaces from a text string

Extracting parts of a text string

Finding a particular character in a text string

Substituting text strings

Counting specific characters in a cell

How does this work?

Adding a line break within a formula

Cleaning strange characters from text fields

Adding leading zeros in Excel

Using the DOLLAR function

CHAPTER FOUR

USING FORMULAS WITH DATES AND TIMES

UNDERSTANDING HOW EXCEL HANDLES DATES AND TIMES

How Excel stores dates:

How Excel stores time:

Understanding dates serial numbers

Example of a serial number in Excel Date and Time

Entering dates

Using Two-Digit Years to Enter Dates

Understanding time serial numbers

ENTERING TIMES

FORMATTING DATES AND TIMES

PROBLEMS WITH DATES

Excel’s leap year bug

Pre-1900 dates

Inconsistent date entries

USING EXCEL’S DATE AND TIME FUNCTIONS

Getting the current date and time

Generating a list of business days excluding holidays

Count Workdays excluding Holidays and Particular Weekends

Extracting parts of a date

Calculating the number of years and months between dates Converting dates to Julian dates formats

Returning the last date of a given month

To find the last date of a given month, follow the steps below:

USING THE EOMONTH FUNCTION

Calculating the calendar quarter for a date

What this formula entails

Here's what it's all about:

Calculating the fiscal quarter for a date

What is the mechanism behind it?

Returning a fiscal month from a date

Calculating the date of the Nth weekday of the month

Calculating the date of the last weekday of the month

Calculating elapsed time

Calculating the amount of time that has passed in years Months of elapsed time

Weeks that have passed

The amount of time that has passed in days.

In working days, the amount of time that has passed.

Time elapsed in hours

Time elapsed in minutes

In seconds, the time has elapsed.

Rounding time values

Converting hours, minutes, or seconds to a decimal.

Adding hours, minutes, or seconds to a time.

CHAPTER FIVE

USING FORMULAS FOR CONDITIONAL ANALYSIS

UNDERSTANDING CONDITIONAL ANALYSIS

Checking if a simple condition is met

Checking for multiple conditions

Validating conditional data

Checking if Condition1 AND Condition2 are met

Checking if Condition1 OR Condition2 are met

PERFORMING CONDITIONAL CALCULATIONS

Using SUMIFS

Summing all values that meet a certain condition

Summing greater than zero

Summing all values that meet two or more conditions

Based on OR logic:

Based on AND logic:

Summing if values fall between a given date range

Getting a count of values that meet a certain condition

Getting a count of values that meet two or more conditions

Finding nonstandard characters

Getting the average of all numbers that meet a certain condition EXAMPLE:

Getting the average of all numbers that meet two or more conditions.

CHAPTER SIX

USING FORMULAS FOR MATCHING AND LOOKUPS

INTRODUCING LOOKUP FORMULAS

Leveraging Excel’s Lookup Functions

Looking up an exact value based on a left lookup column

Looking up an exact value based on any lookup column

Looking up values horizontally

There are things you need to consider when applying this vector Lookup.

FINDING THE CLOSEST MATCH FROM A LIST OF BANDEDVALUES

Finding the closest match with INDEX and MATCH functions

Looking up values from multiple tables

Looking up a value based on a two-way matrix

Finding a value based on multiple criteria

Finding the last value in a column

Finding the last number using LOOKUP.

CHAPTER SEVEN

USING FORMULAS FOR FINANCIAL ANALYSIS

PERFORMING COMMON BUSINESS CALCULATIONS

Calculating markup

Steps in doing so:

Calculating EBIT and EBITDA

Calculating cost of goods sold

Calculating return on assets

Calculating return on equity

Keywords

Calculating break-even

The formula for break-even

Calculating the average customer lifetime value

The formula is as follows:

How do you figure out a company's LTV?

Calculating employee turnover

Leveraging Excel’s Financial functions

CONVERTING INTEREST RATES

Computing effective rate with FV

Creating an amortization schedule

CALCULATING DEPRECIATION

Calculating accelerated depreciation

Calculating the net present value

Calculating the positive and negative cash flows

CALCULATING AN INTERNAL RATE OF RETURN Calculating non-periodic future cash flows

Things to note down when using these functions

Performing financial forecasting.

CHAPTER EIGHT

USING FORMULAS FOR STATISTICAL ANALYSIS

WORKING WITH WEIGHTED AVERAGES

Procedures in carrying out weighted average.

Smoothing Data with moving averages

Where to find this tool:

Applying exponential smoothing to volatile data

Using functions to create descriptive statistics

How do you calculate this?

Getting the largest or smallest value

Calculating mean, median, and mode

Identifying statistical outliers with an interquartile range

Creating a frequency distribution

Steps in doing this:

An alternative to the Frequency function

CHAPTER NINE

USING FORMULAS WITH TABLES AND CONDITIONAL FORMATTING

HIGHLIGHTING CELLS THAT MEET CERTAIN CRITERIA

Follow the steps below:

Explanation

Highlighting values that exist in List1 but not List2

Highlighting values that exist in List1 and List2

Highlighting based on Dates

The first process is by using built-in conditional formatting Highlighting days between two dates

Highlighting days between a due date.

Conclusion.

CHAPTER TEN

UNDERSTANDING AND USING ARRAY FORMULAS

UNDERSTANDING ARRAY FORMULAS

To enter a multi-cell array formula, follow these steps:

There are a few characteristics that differentiate multi-cell array formulae:

A single cell array formula

1 A formula for a single-cell array:

2 An Excel formula for a multi-cell array:

3 Returning a multi-cell array utilizing an Excel array function Creating an array constant

UNDERSTANDING THE DIMENSIONS OF AN ARRAY

One dimensional horizontal array

One dimensional vertical array

Naming array constants

WORKING WITH ARRAY FORMULAS

Entering an array formula

Selecting an array formula

Editing an array formula

Expanding or contracting a multi-cell array

USING MULTICELL ARRAY FORMULAS

Creating an array constant from values in a range Performing operations on an array

Counting characters in a range

Summing the three smallest values in a range Here's a faster and more practical array formula: Counting text in a range

Eliminating intermediate formulas

CHAPTER ELEVEN

MAKING YOUR FORMULAS ERROR-FREE

FINDING AND CORRECTING FORMULA ERRORS

Mismatched parenthesis

Cells are filled with hash marks

Blank cells are not blank

Extra Space Characters

Formulas returning an error

Formulas are not calculated

“Phantom link” errors

Using Excel Auditing tools

Viewing formulas

TRACING CELL RELATIONSHIPS

Identifying precedents

Identifying dependents

Fixing circular reference errors

Using the background error-checking feature

Using Formula Evaluator

Searching and Replacing

Spell-checking your worksheets

Using Autocorrect

BOOK 3:

EXCEL PIVOT TABLES & DASHBOARDS

CHAPTER ONE

INTRODUCTION TO PIVOT TABLES

WHAT ARE PIVOT TABLES?

WHAT ARE THE MAIN PARTS OF A PIVOT TABLE?

IMPORTANCE OF PIVOT TABLE

CONCLUSION

CHAPTER TWO

BUILDING A BASIC PIVOT TABLE & CHART

FIRST, CHOOSE THE CELLS FOR THE PIVOT TABLE:

SUMMARIZING NUMBERS

Below are the summarize options that you can use alongside the function.

HOW TO DRILL-DOWN PIVOT TABLE DATA

WHEN UTILIZING SLICERS, USE EXTREME CAUTION!

WATCH OUT FOR THE SOURCE DATA

DRILL-DOWN POWERPIVOT DATA MODEL

ADDING ADDITIONAL ROWS (CATEGORIES) TO YOUR PIVOT TABLE

CHARTS: HOW TO CREATE A BASIC PIVOT TABLE CHART

CONCLUSION

CHAPTER THREE

DISPLAYING PERCENTAGES

PERCENTAGE OF GRAND TOTAL

PERCENTAGE OF COLUMN TOTAL

CONCLUSION

CHAPTER FOUR

RANKING RESULTS AND DISPLAYING AVERAGES

DISPLAYING AVERAGES

HOW DOES THIS CALCULATION WORK?

Below are the procedures in creating pivot tables and measures (showing average):

MEASURES: IMPLICIT VS EXPLICIT

RANKING DATA

IN SOURCE DATA, USING RANK.EQ AND RANK.AVG

IN A PIVOT TABLE, CREATE A SEPARATE RANK COLUMN

CREATE A CALCULATED FIELD

USING ONE PIVOT TABLE TO GENERATE MANY PIVOT-TABLES

HIDING AND UNHIDING SUBTOTALS

REFRESH YOUR DATA

CONCLUSION

CHAPTER SIX

INTRODUCTION TO DASHBOARDS

ADDING MULTIPLE PIVOT TABLES TO A WORKSHEET

FORMATTING THE DASHBOARD

ADDING CHARTS TO THE DASHBOARD

PARAMETERS FOR CHARTS

NOTES:

CONCLUSION

CHAPTER SEVEN

ADDING SLICERS AND PERFORMANCE SYMBOLS TO YOUR DASHBOARD

SLICERS

PERFORMANCE SYMBOLS (UP/DOWN ARROWS AND OTHER INDICATORS)

CONCLUSION

CHAPTER EIGHT

REFRESHING PIVOT TABLE AND DASHBOARD DATA

1 Existing Data, the values vary considerably, while the numbers of rows of data remain constant:

2 The size of the data in Excel changes

3 Refresh automatically when the Pivot Table is opened.

CONCLUSION

CHAPTER NINE

PROTECTING YOUR DASHBOARD

HIDING YOUR PIVOT TABLE SOURCE DATA

PROTECTING THE DASHBOARD OR ANY OTHER WORKSHEET

UNGROUP DATA THAT HAVE ALREADY BEEN GROUPED

ERRORS TROUBLESHOOTING (GROUPING)

MULTIPLE CONSOLIDATION RANGES AND GROUPING

COUNT FUNCTION

COUNT THE FIELD

CONCLUSION

CHAPTER ELEVEN

CALCULATED FIELDS IN PIVOT TABLES

COGS = TOTAL SALES MULTIPLIED BY A PERCENTAGE

ADDING A BASIC CALCULATED FIELD

CHANGING THE DISPLAY OF FORMULA ERROR MESSAGES

REMOVING OR CHANGING CALCULATED FIELDS

CONCLUSION

CHAPTER TWELVE

CREATING PIVOT TABLES FROM IMPORTED FILES – USING THE DATA MODEL

ACTIVATE THE DATA MODEL

IMPORT THE DATA MODELS

DEFINE THE RELATIONSHIP

CONSTRUCT THE PIVOT TABLE

HOW TO RESOLVE COMMON PIVOT TABLE ERRORS

CORRECTING THE SOURCE REFERENCE NOT VALID ERROR IN A PIVOT TABLE

OLD ITEMS IN THE DROP-DOWN MENUS

CHAPTER ONE

INTRODUCING POWER PIVOT

UNDERSTANDING THE POWER PIVOT INTERNAL DATA MODEL

ACTIVATING THE POWER PIVOT RIBBON

LINKING EXCEL TABLES TO POWER PIVOT

Preparing the Excel Tables

Adding your Excel tables to the data model

SELECTING MORE TABLES

Creating relationships between your Power Pivot Tables

Finding a related Column

Modifying your active relationship.

Managing existing relationships

Using Power Pivot data in reporting

Power PivotChart-based reports

Loading data from other data sources

LOADING DATA FROM A RELATIONAL DATABASE

Loading data from SQL Server

Loading data from flat files

Loading data from Excel files

Loading data from text files

Loading data from the clipboard

REFRESHING AND MANAGING EXTERNAL DATA CONNECTIONS

Manually refreshing your Power Pivot data

Setting up automatic refreshing

Editing your data connection

CONCLUSION

CHAPTER TWO

WORKING DIRECTLY WITH THE INTERNAL DATA MODEL

MANAGING RELATIONSHIPS IN THE INTERNET DATA MODEL

Removing a Table from the Internal Data Model

CONCLUSION

CHAPTER THREE

ADDING FORMULAS TO POWER PIVOT

ENHANCING POWER PIVOT DATA WITH CALCULATED COLUMNS

Creating your first calculated column

FORMATTING YOUR CALCULATED COLUMNS

Giving names to Calculated Columns

Changing the Type of Data

HIDING CALCULATED COLUMNS FROM END-USERS

UTILIZING DAX TO CREATE CALCULATED COLUMNS

Identifying DAX functions safe for calculated columns

DAX Formulas: What You Need to Know

BUILDING DAX-DRIVEN CALCULATED COLUMNS

Month sorting in Power Pivot-driven Pivot Tables

NESTING FUNCTIONS

Fields in Nesting Order

Changing the Order of Nesting

Understanding calculated measures

Calculated Field Implicit

Calculated Field Explicit

EDITING AND DELETING CALCULATED MEASURES

Naming a Measure

Make a Change to an Existing Measure

USING CUBE FUNCTIONS TO FREE YOUR DATA

Introduction to cube using

Using the cube function

Formula Conversion

CONCLUSION

CHAPTER FOUR

INTRODUCING POWER QUERY

UNDERSTANDING POWER QUERY BASICS

Understanding query steps

Power Query experiences

Transformations

DataFlows

Power Query M Language

VIEWING THE ADVANCED QUERY EDITOR

REFRESHING POWER QUERY DATA

MANAGING EXISTING QUERIES

MERGING COLUMNS USING COMBINE

DEFINING A QUERY USING THE QUERY WIZARD

Getting Data from External Sources

IMPORTING DATA FROM FILES

Getting data from Excel Workbooks

Getting data from CSV and text files

IMPORTING DATA FROM DATABASE SYSTEMS

Importing data from relational and OLAP databases

Importing data from the Azure database

Importing data from ODBC connections to nonstandard databases Getting data from other data systems

Managing data source settings

EDITING DATA SOURCE SETTINGS

CONCLUSION

CHAPTER FIVE

TRANSFORMING DATA WITH POWER QUERY

Performing common transformation tasks

Removing duplicate records

Filling in blank fields

Concatenating columns

Changing case

Finding and replacing specific text

Replacing Text Values

Replace Number, date, time, or logical values

Trimming and cleaning text

Extracting characters

Extracting the left, right, and middle values

Syntax

Extracting first and last characters

Splitting columns using character markers

Unpivoting columns

Unpivoting other columns

Creating custom columns

Understanding data type conversions

Understanding the present data type

Adding conditional logic to custom columns

Grouping and Aggregating Data

Selecting groups for Aggregation

Selecting an Aggregation Function

CONCLUSION

CHAPTER SIX

MAKING QUERIES WORK TOGETHER

REUSING QUERY STEPS

Understanding the Append Feature

Creating the needed base queries

Appending the data

Outcome

UNDERSTANDING THE MERGE FEATURE

Understanding the Power Query joins

Merging queries

Outcome

CONCLUSION

CHAPTER SEVEN

ENHANCING POWER QUERY PRODUCTIVITY

IMPLEMENTING SOME POWER QUERY PRODUCTIVITY TIPS

Organizing queries in group

Selecting columns in your queries faster

Renaming query steps

Copying queries to save time

Setting a default load behavior

Preventing automatic data types changes

Types of Data

Settings

Avoiding Power Query Performance Issues

Using views instead of tables

Benefits of Using Views

Disabling privacy settings to improve performance Avoiding data transfer by negligence

CHAPTER EIGHT

TEN TIPS FOR WORKING WITH POWER QUERY

SELECT THE APPROPRIATE CONNECTION

FILTERING EARLY

PERFORMING HARD OPERATIONS LAST

WORKING ON A PORTION OF YOUR DATA FOR THE TIME BEING

MAKING USE OF THE APPROPRIATE DATA TYPES

MOVING OR DELETING COLUMNS TO REORGANIZE DATA

CREATING A COLUMN BASED ON EXAMPLES

UTILIZE A MODULAR STRATEGY

FUTURE-PROOFING QUERIES

MAKING FUNCTIONS THAT MAY BE REUSED

CONCLUSION

BOOK 5

EXCEL DATA ANALYSIS

CHAPTER ONE

LEARNING BASIC DATA-ANALYSIS

WHAT IS DATA ANALYSIS ANYWAY?

Exploration of Data Using Pivot Tables

DEALING WITH DATA

Defining Requirements for Data

BUILDING DATA MODELS

PERFORMING WHAT-IF ANALYSIS

One-variable Data Tables

Two-Variable Data Table

Analyzing Data with Conditional Formatting Instance

HIGHLIGHTING CELLS THAT MEET SOME CRITERIA

SHOWING PESKY DUPLICATE VALUES

HIGHLIGHTING THE TOP OR BOTTOM VALUES IN A RANGE

ANALYZING CELLS VALUES WITH COLOR SCALES

ANALYZING CELLS VALUES WITH DATA BARS

ANALYZING CELLS VALUES WITH ICON SETS

CREATING A CUSTOM CONDITIONAL-FORMATTING RULE

EDITING A CONDITIONAL-FORMATTING RULE

REMOVING CONDITIONAL-FORMATTING RULES

SUMMARIZING DATA WITH SUBTOTALS

How are subtotals calculated?

Grouping related data

CONSOLIDATING DATA FROM MULTIPLE WORKSHEETS

Consolidating by position

Consolidating by category.

CONCLUSION

CHAPTER TWO

WORKING WITH DATA-ANALYSIS TOOLS

WORKING WITH DATA TABLES

CREATING A BASIC DATA TABLE

CREATING A TWO-INPUT DATA TABLE

Analyzing data with Goal Seek

Analyzing Data with Scenarios

LOADING THE SOLVER ADD-IN

ADDING CONSTRAINTS TO SOLVER

CONCLUSION

CHAPTER THREE

INTRODUCING EXCEL TABLES

WHAT ARE A TABLE AND ITS IMPORTANCE?

Understanding a table’s structure

Building a Table

CONVERTING A RANGE TO A TABLE

ANALYZING TABLE INFORMATION

ADDING A COLUMN SUBTOTAL

SORTING TABLE RECORDS

FILTERING TABLE RECORDS

FILTERING A TABLE WITH SLICERS

CHANGING THE TABLE’S APPEARANCE

CLEARING A FILTER

APPLYING A PREDEFINED AUTOFILTER

APPLYING ADVANCED FILTERS

CONCLUSION

CHAPTER FOUR

GRABBING DATA FROM EXTERNAL SOURCES

WHAT IS ALL THIS ABOUT EXTERNAL DATA?

IMPORTING EXTERNAL DATA INTO EXCEL

Importing data from an Access Table

IMPORTING DATA FROM A WORD TABLE

INTRODUCING TEXT FILE IMPORTING

IMPORTING A FIXED-WIDTH TEXT FILE

IMPORTING DATA FROM A WEB PAGE

IMPORTING AN XML FILE

QUERYING EXTERNAL DATABASES

Defining a data source

CONCLUSION

CHAPTER FIVE

ANALYZING TABLE DATA WITH FUNCTIONS

THE DATABASE FUNCTIONS: SOME GENERAL REMARKS

SUMMING A COLUMN’S VALUES

COUNTING A COLUMN’S VALUES

AVERAGING A COLUMN’S VALUES

MULTIPLYING A COLUMN’S VALUES

CONCLUSION

CHAPTER SIX

CREATING AND USING PIVOT TABLES

UNDERSTANDING PIVOT TABLES

EXPLORING PIVOT TABLE FEATURES

IMPORTANCE OF PIVOT TABLE

BUILDING A PIVOT TABLE FROM AN EXCEL RANGE OR TABLE

Creating a Pivot Table from External data

BUILDING A PIVOT TABLE FROM MICROSOFT QUERY

Building a Pivot Table from a New data connection Refreshing Pivot Table Data

1.

Refreshing Pivot Table Data Manually

Refreshing Pivot Table data automatically

Adding multiple fields to a pivot table area

Pivoting a field to a different area

Multiple Row Fields

Multiple Value Fields

Multiple Report Filter Fields

Grouping pivot table values

Grouping Records

Grouping selected data

Assigning a name to a group

Ungrouping data

Error troubleshooting (grouping)

FILTERING PIVOT TABLE VALUES

Applying a report filter

Filtering row or column items

Filtering pivot table values

Filtering a pivot table with a slicer.

Adding a Slicer to a Pivot Table

CONCLUSION

CHAPTER SEVEN

PERFORMING PIVOT TABLE CALCULATIONS

MESSING AROUND WITH PIVOT TABLE SUMMARY CALCULATIONS

CHANGING THE PIVOT TABLE SUMMARY CALCULATIONS

Trying out the difference summary calculation

Applying a percentage summary calculation

Percentage of Grand Total

Percentage of Column total

Adding a running total summary calculation

Creating an index summary calculation

Working with Pivot Table Subtotals

Turning off subtotals for a field

Displaying multiple subtotals for a field

Introducing Custom Calculations

Checking out the custom calculation types

Inserting a custom calculation field

Inserting a custom calculation item

Editing a custom calculation

Deleting a custom calculation

Conclusion

CHAPTER EIGHT

BUILDING PIVOT CHARTS

INTRODUCING THE PIVOT CHART

Understanding Pivot Chart pros and cons

Understanding Pivot Chart Limitations

Creating a Pivot Chart

Creating a Pivot Chart from a Pivot Table

WORKING WITH PIVOT CHART

Moving a Pivot Chart to another sheet

Filtering a Pivot Chart

Changing the Pivot Chart type

Adding data labels to your Pivot Chart

Sorting the Pivot Chart

Adding Pivot Chart Titles

Displaying a data table with Pivot Chart.

CONCLUSION

CHAPTER NINE

UNDERSTANDING EXCEL DATA MODELS

Elaboration

Dealing with Data Models

Creating a relationship between tables

Importing related external data tables

Import Access Data

Import Web Data

Import Text Data

Import Data from Other Sources

Basing a Pivot Table on multiple related tables

Managing a Data Model with Power Pivot

Enabling the Power Pivot Add-in

Adding a table to the Data Model

Selecting more tables.

CREATING A RELATIONSHIP BETWEEN TABLES WITH POWER PIVOT

CREATING A PIVOT TABLE OR PIVOT CHART FROM YOUR DATA MODEL

Activating the data model

Importing the data models

Defining the Relationship

Construct the Pivot Table

CHAPTER TEN

TRACKING TRENDS AND MAKING FORECASTS

Plotting a Best-Fit Trend Lines

Calculating Best-Fit Values

Plotting Forecasted Values

Extending a Linear Trend

Calculating Linear Forecasted Values

Plotting an Exponential Trend Line

Exponential Trend Values Calculation

Plotting a Logarithmic Trend Line

Plotting a Power Trend Line

Plotting a Polynomial Trend Line

Creating a Forecast Sheet.

CHAPTER ELEVEN

ANALYZING DATA USING STATISTICS

COUNTING THINGS

Counting Numbers

Counting Nonempty cells

Counting empty cells

Counting cells that match criteria

Counting cells that match multiple criteria

Counting Permutations

Counting combinations

Averaging Things

Calculating an average

CALCULATING A CONDITIONAL AVERAGE

CALCULATING AN AVERAGE BASED ON MULTIPLE CONDITIONS

Getting the average of all numbers that meet a certain condition Getting the average of all numbers that meet two or more conditions Calculating the median, mode, variance, standard deviation

Finding the Rank

In Source Data, Using RANK.EQ and RANK.AVG

Determining the Nth Largest and Smallest Value

Creating a Frequency Distribution using Groups

Finding the correlation

CHAPTER TWELVE

ANALYZING DATA USING DESCRIPTIVE STATISTICS

LOADING THE ANALYSIS TOOLPAK

Calculating a Moving Average

Determining Rank and Percentile

Generating Random Numbers

Creating a Frequency Distribution

CHAPTER THIRTEEN

ANALYZING DATA USING INFERENTIAL STATISTICS

Data Sampling

Using t-Testing Tools

Determining the Regression

Correlation Calculation

Calculating the Covariance

Using Anova Tools

Performing an f-test

CHAPTER FOURTEEN

TEN THINGS YOU OUGHT TO KNOW ABOUT STATISTICS

Descriptive statistics are simple to understand.

Deviation from the mean Explains the concept of dispersion.

Standard Deviations Describe Dispersion

An Observation is an Observation

A Sample is a Subset of Values

Inferential Statistics Are Interesting, but They're Also Complicated Probability Distributions aren't always difficult to understand Uniform Distribution

Normal Distribution

Parameters aren't as complicated as they seem.

Skewness and Kurtosis Describing a Probability

Confidence Intervals May Appear Difficult at First, but They Are Beneficial.

CHAPTER FIFTEEN

TEN WAYS TO ANALYZE FINANCIAL DATA

CALCULATING FUTURE VALUE

Calculating Present Value

Calculating the positive and negative cash flows

Calculating non-periodic future cash flows

Things to note down when using these functions

Calculating Loan Payments

Calculating the Principal and Interest on a Loan Payment Cumulative Loan Principal and Interest Calculation

Identifying the Minimum Interest Rate

Determining the Internal Rate of Return

CHAPTER 16

HOW TO IMPROVE YOUR PIVOT TABLE GAME

Activating and deactivating the Pivot Table Fields Task Pane Change the Pivot Table Fields Task Pane Layout

Showing the Details Behind the Data in Pivot Tables

Use the Pivot Table Style

Making Your Own Pivot Table Style

Preserve a Pivot Table

Renaming a PivotTable.

Disable Grand Totals

Workbooks with Pivot Tables Can Be Resized.

Using a Pivot Table Value in a Formula

CONCLUSION

INDEX