Microsoft excel 2010 potx

Spot trends in your data with Sparklines Preview how your copied text will look Chart your data using Excel’s different chart types John Walkenbach Master Excel formulas for useful wor

Shelving Category:

COMPUTERS / Spreadsheets Reader Level:

Beginning to Advanced

www.wiley.com/compbooks

Walkenbach

If Excel can do it, John Walkenbach

can show you how

What better way to learn Excel 2010 than from “Mr

Spreadsheet” himself? Excel guru, Microsoft MVP,

and author of all the previous top-selling editions of

Excel Bible, John Walkenbach provides more than 1,000

pages packed with techniques, tips, and tricks for

beginners as well as Excel power users Discover what’s

new in Excel 2010, learn shortcuts you didn’t know,

make the Ribbon interface work for you, and master all the

latest ins-and-outs with this must-have guide

• Get up to speed on everything new in Excel 2010

• Understand functions, charts, worksheets, and workbooks

• Perform magic with array formulas—and even more with Sparklines

• Master “what-if” analysis, Goal Seeking, external database fi les,

and pivot tables

• Develop custom functions, program with VBA, and create UserForms

• Try new slice-and-dice tools to dynamically fi lter your data

CD-ROM Included

What’s on the CD-ROM?

Follow the examples in the book, chapter by chapter, using the bonus materials on the CD-ROM:

• All the examples and workbook

fi les used in the book

• Searchable PDF of the book

System Requirements: See the CD

Appendix in the book for details and complete system requirements

John Walkenbach

aka “Mr Spreadsheet” is the principal

of J-Walk and Associates, Inc and a Microsoft Excel MVP He is a leading authority on spreadsheet software and the creator of the award-winning Power Utility Pak John has written more than 50 books, as well as articles and reviews for publications including PC World, InfoWorld, and Windows He also maintains the popular Spreadsheet Page at spreadsheetpage.com

Spot trends in your data with Sparklines

Preview how your copied

text will look

Chart your data using Excel’s different chart types

John Walkenbach

Master Excel formulas

for useful worksheets

Create effective charts

suitable for the boardroom

Analyze and present

data with pivot tables

• Searchable electronic version of this book, in PDF format

Excel 2010

reference or read cover to cover You won’t find a more comprehensive book on Excel 2010 than this!”

—Dick Kusleika, Microsoft MVP, DailyDoseOfExcel.com

Excel 2010 Bible

Excel 2010 Bible

John Walkenbach

Wiley Publishing, Inc.

10475 Crosspoint Boulevard

Indianapolis, IN 46256

www.wiley.com

Copyright © 2010 by Wiley Publishing, Inc., Indianapolis, Indiana

Library of Congress Control Number: 2010922573

Published simultaneously in Canada

ISBN: 978-0-470-47487-7

Manufactured in the United States of America

10 9 8 7 6 5 4 3 2 1

No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means,

electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108

of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization

through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA

01923, (978) 750-8400, fax (978) 646-8600 Requests to the Publisher for permission should be addressed to the

Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201)

748-6008, or online at http://www.wiley.com/go/permissions.

LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO

REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE

CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITHOUT

LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE NO WARRANTY MAY BE CREATED

OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS THE ADVICE AND STRATEGIES CONTAINED

HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION THIS WORK IS SOLD WITH THE UNDERSTANDING

THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING, OR OTHER PROFESSIONAL

SERVICES IF PROFESSIONAL ASSISTANCE IS REQUIRED, THE SERVICES OF A COMPETENT PROFESSIONAL

PERSON SHOULD BE SOUGHT NEITHER THE PUBLISHER NOR THE AUTHOR SHALL BE LIABLE FOR

DAMAGES ARISING HEREFROM THE FACT THAT AN ORGANIZATION OR WEBSITE IS REFERRED TO IN

THIS WORK AS A CITATION AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN

THAT THE AUTHOR OR THE PUBLISHER ENDORSES THE INFORMATION THE ORGANIZATION OR WEB

SITE MAY PROVIDE OR RECOMMENDATIONS IT MAY MAKE FURTHER, READERS SHOULD BE AWARE

THAT INTERNET WEB SITES LISTED IN THIS WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN

WHEN THIS WORK WAS WRITTEN AND WHEN IT IS READ.

For general information on our other products and services or to obtain technical support, please contact our Customer

Care Department within the U.S at (877) 762-2974, outside the U.S at (317) 572-3993 or fax (317) 572-4002.

Trademarks: Wiley, the Wiley logo, and related trade dress are trademarks or registered trademarks of John Wiley &

Sons, Inc and/or its affiliates, in the United States and other countries, and may not be used without written permission

Excel is a registered trademark of Microsoft Corporation in the United States and/or other countries All other trademarks

are the property of their respective owners Wiley Publishing, Inc is not associated with any product or vendor mentioned

in this book.

Wiley also publishes its books in a variety of electronic formats Some content that appears in print may not be available in

John Walkenbach is a bestselling Excel author who has published more than 50 spreadsheet

books He lives amid the saguaros, javelinas, rattlesnakes, bobcats, and gila monsters in Southern Arizona — but the critters are mostly scared away by his clawhammer banjo playing For more information, Google him

Niek Otten started in data processing in 1967 in an insurance company He ran into VisiCalc in

1980 and has been addicted to spreadsheets ever since His first acquaintance with Excel (version 1!) was in 1985 on a Macintosh Since 2005, Niek has been self-employed He answers questions about Excel in newsgroups and forums, reviews and edits Excel books, writes articles, and devel-ops Excel-related software, such as a high-performance actuarial add-in Niek has been a Microsoft Most Valuable Professional (MVP) for Excel since 2001

Proofreading and Indexing

Linda SeifertBroccoli Information Management

Introduction  . . .xxxviii

Part I: Getting Started with Excel 1 Chapter 1: Introducing Excel  . . . .3

What Is Excel Good For? 3

What’s New in Excel 2010? 4

Understanding Workbooks and Worksheets 5

Moving around a Worksheet 8

Navigating with your keyboard 9

Navigating with your mouse 10

Introducing the Ribbon 11

Ribbon tabs 11

Contextual tabs 13

Types of commands on the Ribbon 13

Accessing the Ribbon by using your keyboard 15

Using Shortcut Menus 16

Customizing Your Quick Access Toolbar 17

Working with Dialog Boxes 19

Navigating dialog boxes 19

Using tabbed dialog boxes 20

Using the Task Pane 22

Creating Your First Excel Worksheet 22

Getting started on your worksheet 22

Filling in the month names 23

Entering the sales data 23

Formatting the numbers 24

Making your worksheet look a bit fancier 25

Summing the values 25

Creating a chart 26

Printing your worksheet 27

Saving your workbook 28

Chapter 2: Entering and Editing Worksheet Data . . .  29

Exploring the Types of Data You Can Use 29

About numeric values 30

About text entries 30

About formulas 30

Entering Text and Values into Your Worksheets 32

Entering Dates and Times into Your Worksheets 33

Entering date values 33

Entering time values 34

Modifying Cell Contents 34

Erasing the contents of a cell 35

Replacing the contents of a cell 35

Editing the contents of a cell 35

Learning some handy data-entry techniques 37

Automatically moving the cell pointer after entering data 37

Using navigation keys instead of pressing Enter 37

Selecting a range of input cells before entering data 38

Using Ctrl+Enter to place information into multiple cells simultaneously 38

Entering decimal points automatically 38

Using AutoFill to enter a series of values 38

Using AutoComplete to automate data entry 39

Forcing text to appear on a new line within a cell 40

Using AutoCorrect for shorthand data entry 40

Entering numbers with fractions 40

Simplifying data entry by using a form 40

Entering the current date or time into a cell 42

Applying Number Formatting 42

Using automatic number formatting 43

Formatting numbers by using the Ribbon 44

Using shortcut keys to format numbers 45

Formatting numbers using the Format Cells dialog box 45

Adding your own custom number formats 47

Chapter 3: Essential Worksheet Operations  . .  49

Learning the Fundamentals of Excel Worksheets 49

Working with Excel windows 49

Moving and resizing windows 51

Switching among windows 52

Closing windows 52

Activating a worksheet 53

Adding a new worksheet to your workbook 54

Deleting a worksheet you no longer need 54

Changing the name of a worksheet 55

Changing a sheet tab color 56

Rearranging your worksheets 56

Hiding and unhiding a worksheet 57

Controlling the Worksheet View 58

Zooming in or out for a better view 59

Viewing a worksheet in multiple windows 60

Comparing sheets side by side 61

Splitting the worksheet window into panes 62

Keeping the titles in view by freezing panes 62

Monitoring cells with a Watch Window 64

Working with Rows and Columns 65

Inserting rows and columns 65

Deleting rows and columns 66

Hiding rows and columns 66

Changing column widths and row heights 67

Changing column widths 67

Changing row heights 68

Chapter 4: Working with Cells and Ranges  . . .  69

Understanding Cells and Ranges 69

Selecting ranges 70

Selecting complete rows and columns 71

Selecting noncontiguous ranges 71

Selecting multisheet ranges 72

Selecting special types of cells 74

Selecting cells by searching 76

Copying or Moving Ranges 78

Copying by using Ribbon commands 79

Copying by using shortcut menu commands 80

Copying by using shortcut keys 81

Copying or moving by using drag-and-drop 81

Copying to adjacent cells 82

Copying a range to other sheets 83

Using the Office Clipboard to paste 84

Pasting in special ways 85

Using the Paste Special Dialog box 87

Performing mathematical operations without formulas 88

Skipping blanks when pasting 89

Transposing a range 89

Using Names to Work with Ranges 89

Creating range names in your workbooks 90

Using the New Name dialog box 90

Using the Name box 91

Using the Create Names from Selection dialog box 91

Managing names 92

Adding Comments to Cells 94

Formatting comments 95

Changing a comment’s shape 96

Reading comments 96

Printing comments 96

Hiding and showing comments 97

Selecting comments 97

Editing comments 98

Deleting comments 98

Chapter 5: Introducing Tables  . . .  99

What Is a Table? 99

Creating a Table 102

Changing the Look of a Table 103

Working with Tables 105

Navigating in a table 105

Selecting parts of a table 105

Adding new rows or columns 105

Deleting rows or columns 106

Moving a table 106

Setting table options 107

Working with the Total Row 107

Removing duplicate rows from a table 109

Sorting and filtering a table 110

Sorting a table 110

Filtering a table 112

Converting a table back to a range 113

Chapter 6: Worksheet Formatting  . . .  115

Getting to Know the Formatting Tools 115

Using the formatting tools of the Home Tab 116

Using the Mini toolbar 116

Using the Format Cells dialog box 118

Using Different Fonts to Format Your Worksheet 119

Changing Text Alignment 122

Choosing horizontal alignment options 122

Choosing vertical alignment options 124

Wrapping or shrinking text to fit the cell 124

Merging worksheet cells to create additional text space 124

Displaying text at an angle 125

Controlling the text direction 126

Using Colors and Shading 127

Adding Borders and Lines 128

Adding a Background Image to a Worksheet 130

Using Named Styles for Easier Formatting 131

Applying styles 132

Modifying an existing style 133

Creating new styles 134

Merging styles from other workbooks 134

Controlling styles with templates 135

Understanding Document Themes 135

Applying a theme 137

Customizing a theme 138

Chapter 7: Understanding Excel Files  . .  141

Creating a New Workbook 141

Opening an Existing Workbook 143

Using the Favorite Links 146

Filtering filenames 146

Choosing your file display preferences 147

Saving a Workbook 147

Using AutoRecover 149

Recovering versions of the current workbook 149

Recovering unsaved work 149

Specifying a Password 150

Organizing Your Files 151

Other Workbook Info Options 153

Security Warning section 153

Compatibility Mode section 154

Permissions section 154

Prepare for Sharing section 155

Versions section 156

Closing Workbooks 156

Safeguarding Your Work 157

Excel File Compatibility 157

Checking compatibility 157

Recognizing the Excel 2010 file formats 159

Saving a file for use with an older version of Excel 159

Chapter 8: Using and Creating Templates  . . .  161

Exploring Excel Templates 161

Viewing templates 161

Creating a workbook from a template 162

Modifying a template 164

Understanding Custom Excel Templates 165

Working with the default templates 166

Using the workbook template to change workbook defaults 166

Using the worksheet template to change worksheet defaults 167

Editing your templates 168

Resetting the default workbook and worksheet settings 168

Creating custom templates 168

Saving your custom templates 170

Ideas for creating templates 170

Chapter 9: Printing Your Work  . .  171

Printing with One Click 171

Changing Your Page View 172

Normal view 173

Page Layout view 174

Page Break Preview 175

Adjusting Common Page Setup Settings 177

Choosing your printer 178

Specifying what you want to print 178

Changing page orientation 179

Specifying paper size 179

Printing multiple copies of a report 180

Adjusting page margins 180

Understanding page breaks 181

Inserting a page break 181

Removing manual page breaks 182

Printing row and column titles 182

Scaling printed output 183

Printing cell gridlines 183

Printing row and column headers 185

Using a background image 185

Adding a Header or Footer to Your Reports 185

Selecting a predefined header or footer 186

Understanding header and footer element codes 186

Other header and footer options 187

Copying Page Setup Settings across Sheets 188

Preventing Certain Cells from Being Printed 188

Preventing Objects from Being Printed 189

Creating Custom Views of Your Worksheet 190

Part II: Working with Formulas and Functions 193 Chapter 10: Introducing Formulas and Functions  . .  195

Understanding Formula Basics 195

Using operators in formulas 196

Understanding operator precedence in formulas 197

Using functions in your formulas 199

Examples of formulas that use functions 200

Function arguments 201

More about functions 202

Entering Formulas into Your Worksheets 202

Entering formulas manually 203

Entering formulas by pointing 203

Pasting range names into formulas 205

Inserting functions into formulas 206

Function entry tips 208

Editing Formulas 209

Using Cell References in Formulas 209

Using relative, absolute, and mixed references 210

Changing the types of your references 212

Referencing cells outside the worksheet 212

Referencing cells in other worksheets 213

Referencing cells in other workbooks 213

Using Formulas in Tables 214

Summarizing data in a table 214

Using formulas within a table 216

Referencing data in a table 217

Correcting Common Formula Errors 218

Handling circular references 219

Specifying when formulas are calculated 220

Using Advanced Naming Techniques 222

Using names for constants 222

Using names for formulas 223

Using range intersections 224

Applying names to existing references 226

Tips for Working with Formulas 227

Don’t hard-code values 227

Using the Formula bar as a calculator 227

Making an exact copy of a formula 227

Converting formulas to values 228

Chapter 11: Creating Formulas That Manipulate Text  . .  229

A Few Words about Text 229

Text Functions 230

Working with character codes 231

The CODE function 232

The CHAR function 232

Determining whether two strings are identical 233

Joining two or more cells 234

Displaying formatted values as text 235

Displaying formatted currency values as text 236

Repeating a character or string 236

Creating a text histogram 237

Padding a number 238

Removing excess spaces and nonprinting characters 239

Counting characters in a string 239

Changing the case of text 239

Extracting characters from a string 240

Replacing text with other text 241

Finding and searching within a string 242

Searching and replacing within a string 242

Advanced Text Formulas 243

Counting specific characters in a cell 243

Counting the occurrences of a substring in a cell 243

Extracting a filename from a path specification 244

Extracting the first word of a string 244

Extracting the last word of a string 244

Extracting all but the first word of a string 245

Extracting first names, middle names, and last names 245

Removing titles from names 247

Creating an ordinal number 247

Counting the number of words in a cell 248

Chapter 12: Working with Dates and Times . . .  249

How Excel Handles Dates and Times 249

Understanding date serial numbers 249

Entering dates 250

Understanding time serial numbers 252

Entering times 253

Formatting dates and times 254

Problems with dates 255

Excel’s leap year bug 255

Pre-1900 dates 256

Inconsistent date entries 257

Date-Related Worksheet Functions 258

Displaying the current date 259

Displaying any date 259

Generating a series of dates 260

Converting a nondate string to a date 261

Calculating the number of days between two dates 262

Calculating the number of work days between two dates 263

Offsetting a date using only work days 264

Calculating the number of years between two dates 265

Calculating a person’s age 265

Determining the day of the year 266

Determining the day of the week 267

Determining the date of the most recent Sunday 267

Determining the first day of the week after a date 267

Determining the nth occurrence of a day of the week in a month 268

Calculating dates of holidays 268

New Year’s Day 269

Martin Luther King, Jr Day 269

Presidents’ Day 269

Easter 270

Memorial Day 270

Independence Day 270

Labor Day 270

Columbus Day 270

Veterans Day 270

Thanksgiving Day 271

Christmas Day 271

Determining the last day of a month 271

Determining whether a year is a leap year 271

Determining a date’s quarter 272

Time-Related Functions 272

Displaying the current time 272

Displaying any time 273

Calculating the difference between two times 274

Summing times that exceed 24 hours 275

Converting from military time 277

Converting decimal hours, minutes, or seconds to a time 277

Adding hours, minutes, or seconds to a time 278

Rounding time values 279

Working with non–time-of-day values 279

Chapter 13: Creating Formulas That Count and Sum  . . .  281

Counting and Summing Worksheet Cells 281

Basic Counting Formulas 283

Counting the total number of cells 283

Counting blank cells 284

Counting nonblank cells 285

Counting numeric cells 285

Counting text cells 285

Counting nontext cells 285

Counting logical values 286

Counting error values in a range 286

Advanced Counting Formulas 286Counting cells by using the COUNTIF function 287Counting cells based on multiple criteria 288Using And criteria 289Using Or criteria 290Combining And and Or criteria 290Counting the most frequently occurring entry 291Counting the occurrences of specific text 292Entire cell contents 292Partial cell contents 292Total occurrences in a range 293Counting the number of unique values 293Creating a frequency distribution 294The FREQUENCY function 294Using formulas to create a frequency distribution 296Using the Analysis ToolPak to create a frequency distribution 297Using a pivot table to create a frequency distribution 298Summing Formulas 299Summing all cells in a range 299Computing a cumulative sum 300

Summing the “top n” values 302

Conditional Sums Using a Single Criterion 303Summing only negative values 304Summing values based on a different range 304Summing values based on a text comparison 304Summing values based on a date comparison 305Conditional Sums Using Multiple Criteria 305Using And criteria 305Using Or criteria 306Using And and Or criteria 307

Chapter 14: Creating Formulas That Look Up Values . . .  309

Introducing Lookup Formulas 309Functions Relevant to Lookups 310Basic Lookup Formulas 312The VLOOKUP function 312The HLOOKUP function 313The LOOKUP function 314Combining the MATCH and INDEX functions 316Specialized Lookup Formulas 318Looking up an exact value 318Looking up a value to the left 319Performing a case-sensitive lookup 320Looking up a value from multiple lookup tables 321Determining letter grades for test scores 322

Calculating a grade-point average 322Performing a two-way lookup 323Performing a two-column lookup 325Determining the cell address of a value within a range 326Looking up a value by using the closest match 327

Chapter 15: Creating Formulas for Financial Applications  . . .  329

The Time Value of Money 329Loan Calculations 330Worksheet functions for calculating loan information .331PMT 331PPMT 331IPMT 332RATE 332NPER 333

PV .333

A loan calculation example 333Credit card payments 334Creating a loan amortization schedule 337Summarizing loan options by using a data table 338Creating a one-way data table 338Creating a two-way data table 340Calculating a loan with irregular payments 341Investment Calculations 343Future value of a single deposit 343Calculating simple interest 343Calculating compound interest 344Calculating interest with continuous compounding 346Future value of a series of deposits 348Depreciation Calculations 350

Chapter 16: Introducing Array Formulas  . .  355

Understanding Array Formulas 355

A multicell array formula 356

A single-cell array formula 357Creating an array constant 358Array constant elements 360Understanding the Dimensions of an Array 360One-dimensional horizontal arrays 360One-dimensional vertical arrays 361Two-dimensional arrays 361Naming Array Constants 362Working with Array Formulas 364Entering an array formula 364Selecting an array formula range 364

Editing an array formula 364Expanding or contracting a multicell array formula 365Using Multicell Array Formulas 366Creating an array from values in a range 366Creating an array constant from values in a range 367Performing operations on an array 368Using functions with an array 369Transposing an array 369Generating an array of consecutive integers 370Using Single-Cell Array Formulas 371Counting characters in a range 371Summing the three smallest values in a range 372Counting text cells in a range 373Eliminating intermediate formulas 374Using an array in lieu of a range reference 376

Chapter 17: Performing Magic with Array Formulas  . .  379

Working with Single-Cell Array Formulas 379Summing a range that contains errors 379Counting the number of error values in a range 380

Summing the n largest values in a range 381

Computing an average that excludes zeros 381Determining whether a particular value appears in a range 383Counting the number of differences in two ranges 384Returning the location of the maximum value in a range 384

Finding the row of a value’s nth occurrence in a range 385

Returning the longest text in a range 385Determining whether a range contains valid values 386Summing the digits of an integer 386Summing rounded values 388

Summing every nth value in a range 388

Removing non-numeric characters from a string 390Determining the closest value in a range 391Returning the last value in a column 391Returning the last value in a row 392Ranking data with an array formula 392Working with Multicell Array Formulas 394Returning only positive values from a range 394Returning nonblank cells from a range 394Reversing the order of cells in a range 395Sorting a range of values dynamically 396Returning a list of unique items in a range 396Displaying a calendar in a range 398

Part III: Creating Charts and Graphics 401

Chapter 18: Getting Started Making Charts  . . .  403

What Is a Chart? 403Understanding How Excel Handles Charts 404Embedded charts 405Chart sheets 406Creating a Chart 408Hands On: Creating and Customizing a Chart 408Selecting the data 408Choosing a chart type 409Experimenting with different layouts 409Trying another view of the data 411Trying other chart types 412Trying other chart styles 412Working with Charts 413Resizing a chart 414Moving a chart 414Copying a chart 414Deleting a chart 414Adding chart elements 415Moving and deleting chart elements 415Formatting chart elements 415Printing charts 416Understanding Chart Types 417Choosing a chart type 417Column 419Bar 422Line 423Pie 424

XY (scatter) 426Area 427Doughnut 429Radar 430Surface 432Bubble 433Stock 433Learning More 436

Chapter 19: Learning Advanced Charting  . .  437

Selecting Chart Elements 437Selecting with the mouse 438Selecting with the keyboard 439Selecting with the Chart Element control 439

User Interface Choices for Modifying Chart Elements 441Using the Format dialog box 441Using the Ribbon 442Using the Mini toolbar 442Modifying the Chart Area 443Modifying the Plot Area 444Working with Chart Titles 445Working with a Legend 446Working with Gridlines 448Modifying the Axes 448Value axis 448Category axis 452Working with Data Series 455Deleting a data series 456Adding a new data series to a chart 456Changing data used by a series 457Changing the data range by dragging the range outline 457Using the Edit Series dialog box 458Editing the Series formula 459Displaying data labels in a chart 460Handling missing data 461Adding error bars 461Adding a trendline 463Modifying 3-D charts 464Creating combination charts 465Displaying a data table 468Creating Chart Templates 469Learning Some Chart-Making Tricks 470Creating picture charts 470Creating a thermometer chart 472Creating a gauge chart 473Displaying conditional colors in a column chart 474Creating a comparative histogram 475Creating a Gantt chart 476Plotting mathematical functions with one variable 477Plotting mathematical functions with two variables 479

Chapter 20: Visualizing Data Using Conditional Formatting  . .  481

About Conditional Formatting 481Specifying Conditional Formatting 483Formatting types you can apply 483Making your own rules 484Conditional Formats That Use Graphics 485Using data bars 485

A simple data bar 486Using data bars in lieu of a chart 487

Using color scales 487

A color scale example 488

An extreme color scale example 489Using icon sets 490

An icon set example 491Another icon set example 492Creating Formula-Based Rules 494Understanding relative and absolute references 495Conditional formatting formula examples 496Identifying weekend days 496Displaying alternate-row shading 497Creating checkerboard shading 497Shading groups of rows 497Displaying a total only when all values are entered 498Working with Conditional Formats 499Managing rules 499Copying cells that contain conditional formatting 500Deleting conditional formatting 500Locating cells that contain conditional formatting 501

Chapter 21: Creating Sparkline Graphics . . .  503

Sparkline Types 504Creating Sparklines 505Customizing Sparklines 507Sizing Sparkline cells 507Handling hidden or missing data 508Changing the Sparkline type 508Changing Sparkline colors and line width 508Highlighting certain data points 509Adjusting Sparkline axis scaling 509Faking a reference line 510Specifying a Date Axis 512Auto-Updating Sparklines 513Displaying a Sparkline for a Dynamic Range 514

Chapter 22: Enhancing Your Work with Pictures and Drawings . . .  517

Using Shapes 517Inserting a Shape 518Adding text to a Shape 520Formatting Shapes 520Grouping objects 522Aligning and spacing objects 523Reshaping Shapes 523Printing objects 524

Using SmartArt 525Inserting SmartArt 525Customizing SmartArt 527Changing the layout 528Changing the style 528Learning more about SmartArt 529Using WordArt 530Working with Other Graphic Types 531About graphics files 531Using the Clip Art task pane 531Inserting graphics files 532Inserting screenshots 533Displaying a worksheet background image 535Using the Equation Editor 535

Chapter 23: Customizing the Excel User Interface . . .  541

Customizing the Quick Access Toolbar 541About the Quick Access toolbar 542Adding new commands to the Quick Access toolbar 543Other Quick Access toolbar actions 545Customizing the Ribbon 546Why customize the Ribbon? 546What can be customized 546How to customize the Ribbon 547

Chapter 24: Using Custom Number Formats  . . .  551

About Number Formatting 551Automatic number formatting 552Formatting numbers by using the Ribbon 552Using shortcut keys to format numbers 553Using the Format Cells dialog box to format numbers 554Creating a Custom Number Format 555Parts of a number format string 557Custom number format codes 558Custom Number Format Examples 560Scaling values 560Displaying values in thousands 560Displaying values in hundreds 561Displaying values in millions 562Adding zeros to a value 563Displaying leading zeros 564Displaying fractions 564

Displaying a negative sign on the right 565Formatting dates and times 566Displaying text with numbers 566Suppressing certain types of entries 567Filling a cell with a repeating character 568

Chapter 25: Using Data Validation  . . .  569

About Data Validation 569Specifying Validation Criteria 570Types of Validation Criteria You Can Apply 571Creating a Drop-Down List 573Using Formulas for Data Validation Rules 574Understanding Cell References 574Data Validation Formula Examples 575Accepting text only 576Accepting a larger value than the previous cell 576Accepting nonduplicate entries only 576Accepting text that begins with a specific character 577Accepting dates by the day of the week 577Accepting only values that don’t exceed a total 578Creating a dependent list 578

Chapter 26: Creating and Using Worksheet Outlines  . .  581

Introducing Worksheet Outlines 581Creating an Outline 584Preparing the data 584Creating an outline automatically 585Creating an outline manually 586Working with Outlines 587Displaying levels 587Adding data to an outline 588Removing an outline 588Hiding the outline symbols 588

Chapter 27: Linking and Consolidating Worksheets  . .  589

Linking Workbooks 589Creating External Reference Formulas 590Understanding link formula syntax 590Creating a link formula by pointing 591Pasting links 591Working with External Reference Formulas 592Creating links to unsaved workbooks 592Opening a workbook with external reference formulas 592Changing the startup prompt 594Updating links 594

Changing the link source 595Severing links 595Avoiding Potential Problems with External Reference Formulas 595Renaming or moving a source workbook 596Using the Save As command 596Modifying a source workbook 596Intermediary links 597Consolidating Worksheets 597Consolidating worksheets by using formulas 598Consolidating worksheets by using Paste Special 599Consolidating worksheets by using the Consolidate command 600

A workbook consolidation example 601Refreshing a consolidation 604More about consolidation 604

Chapter 28: Excel and the Internet . . .  605

Understanding How Excel Uses HTML 605Understanding the Different Web Formats 606Creating an HTML file 607Creating a single file Web page 607Opening an HTML File 609Working with Hyperlinks 610Inserting a hyperlink 610Using hyperlinks 611Using Web Queries 612Other Internet-Related Features 614

Chapter 29: Sharing Data with Other Office Applications  . . .  615

Copying and Pasting 615Copying from Excel to Word 617Pasting static information 617Pasting a link 620Embedding Objects in a Worksheet 622Embedding Word documents 623Embedding other types of documents 623Embedding an Excel Workbook in a Word Document 624Embedding a workbook in Word by copying 624Embedding a saved workbook in Word 626Creating a new Excel object in Word 626

Chapter 30: Using Excel in a Workgroup  . . .  627

Using Excel on a Network 627Understanding File Reservations 628Sharing Workbooks 629Understanding shared workbooks 630Designating a workbook as a shared workbook 631

Controlling the advanced sharing settings 632Tracking changes 632Updating changes 633Resolving conflicting changes between users 633Controlling the Include in Personal View settings 633Tracking Workbook Changes 633Turning Track Changes on and off 633Reviewing the changes 635

Chapter 31: Protecting Your Work . . .  637

Types of Protection 637Protecting a Worksheet 638Unlocking cells 639Sheet protection options 640Assigning user permissions 641Protecting a Workbook 641Requiring a password to open a workbook 641Protecting a workbook’s structure 643Protecting a workbook’s windows 644

VB Project Protection 644Related Topics 645Saving a worksheet as a PDF file 645Marking a workbook final 646Inspecting a workbook 646Using a digital signature 646Getting a digital ID 647Signing a workbook 647

Chapter 32: Making Your Worksheets Error-Free  . .  649

Finding and Correcting Formula Errors 649Mismatched parentheses 650Cells are filled with hash marks 651Blank cells are not blank 651Extra space characters 652Formulas returning an error 653

Floating point number errors 659

“Phantom link” errors 660Using Excel Auditing Tools 661Identifying cells of a particular type 661Viewing formulas 662Tracing cell relationships 663Identifying precedents 664Identifying dependents 665Tracing error values 665Fixing circular reference errors 665Using background error-checking feature 665Using the Excel Formula Evaluator 667Searching and Replacing 668Searching for information 669Replacing information 670Searching for formatting 670Spell Checking Your Worksheets 671Using AutoCorrect 672

Chapter 33: Getting Data from External Database Files  . .  677

Understanding External Database Files 677Importing Access Tables 679Retrieving Data with Query: An Example 680The database file 681The task 681Selecting a data source 682Using the Query Wizard 684Query Wizard: Choosing the columns 684Query Wizard: Filtering data 685Query Wizard: Sort order 686Query Wizard: Finish 686Specifying a location for the data 687Working with Data Returned by Query 688Adjusting the external data range properties 688Refreshing a query 689Deleting a query 690Changing your query 690Using Query without the Wizard 690Creating a query manually 690Using multiple database tables 692

Adding and editing records in external database tables 693Formatting data 693Learning More about Query 693

Chapter 34: Introducing Pivot Tables . . .  695

About Pivot Tables 695

A pivot table example 696Data appropriate for a pivot table 698Creating a Pivot Table 701Specifying the data 701Specifying the location for the pivot table 701Laying out the pivot table 702Formatting the pivot table 703Modifying the pivot table 706More Pivot Table Examples 708Question 1 708Question 2 709Question 3 710Question 4 710Question 5 711Question 6 712Question 7 713Learning More 714

Chapter 35: Analyzing Data with Pivot Tables  . .  715

Working with Non-Numeric Data 715Grouping Pivot Table Items 717

A manual grouping example 717Automatic grouping examples 719Grouping by date 719Grouping by time 722Creating a Frequency Distribution 722Creating a Calculated Field or Calculated Item 724Creating a calculated field 726Inserting a calculated item 728Filtering Pivot Tables with Slicers 731Referencing Cells within a Pivot Table 733Creating Pivot Charts 735

A pivot chart example 736More about pivot charts 738Another Pivot Table Example 739Producing a Report with a Pivot Table 742

Chapter 36: Performing Spreadsheet What-If Analysis  . .  745

A What-If Example 745Types of What-If Analyses 747Manual What-If Analysis 747Creating Data Tables 747Creating a one-input data table 748Creating a two-input data table 750Using Scenario Manager 753Defining scenarios 754Displaying scenarios 757Modifying scenarios 758Merging scenarios 758Generating a scenario report 758

Chapter 37: Analyzing Data Using Goal Seeking and Solver  . .  761

What-If Analysis, in Reverse 761Single-Cell Goal Seeking 762

A goal-seeking example 762More about goal seeking 763Introducing Solver 764Appropriate problems for Solver 765

A simple Solver example 765More about Solver 770Solver Examples 771Solving simultaneous linear equations 771Minimizing shipping costs 773Allocating resources 776Optimizing an investment portfolio 778

Chapter 38: Analyzing Data with the Analysis ToolPak  . .  781

The Analysis ToolPak: An Overview 781Installing the Analysis ToolPak Add-in 782Using the Analysis Tools 783Introducing the Analysis ToolPak Tools 783Analysis of Variance 784Correlation 784Covariance 785Descriptive Statistics 785Exponential Smoothing 786F-Test (two-sample test for variance) 786Fourier Analysis 787Histogram 787Moving Average 788Random Number Generation 789

Rank and Percentile 790Regression 790Sampling 791t-Test 792z-Test (two-sample test for means) .792

Chapter 39: Introducing Visual Basic for Applications  . . .  795

Introducing VBA Macros 795Displaying the Developer Tab 796About Macro Security 797Saving Workbooks That Contain Macros 798Two Types of VBA Macros 799VBA Sub procedures 799VBA functions 800Creating VBA Macros 802Recording VBA macros 802Recording your actions to create VBA code: The basics 802Recording a macro: A simple example 803Examining the macro 804Testing the macro 805Editing the macro 805Another example 806Running the macro 806Examining the macro 806Re-recording the macro 807Testing the macro 808More about recording VBA macros 808Absolute versus relative recording 808Storing macros in your Personal Macro Workbook 809Assigning a macro to a shortcut key 810Assigning a macro to a button 810Writing VBA code 811The basics: Entering and editing code 812How VBA works 812Objects and collections 814Properties 815Methods 817Variables 817Controlling execution 818

A macro that can’t be recorded 819Learning More 821

Chapter 40: Creating Custom Worksheet Functions  . .  823

Overview of VBA Functions 823

An Introductory Example 824

A custom function 824Using the function in a worksheet 824Analyzing the custom function 825About Function Procedures 826Executing Function Procedures 827Calling custom functions from a procedure 827Using custom functions in a worksheet formula 828Function Procedure Arguments 828

A function with no argument 829

A function with one argument 829Another function with one argument 830

A function with two arguments 831

A function with a range argument 832Debugging Custom Functions 833Inserting Custom Functions 834Learning More 836

Chapter 41: Creating UserForms  . . .  837

Why Create UserForms? 837UserForm Alternatives 838The InputBox function 838The MsgBox function 839Creating UserForms: An Overview 842Working with UserForms 843Adding controls 843Changing the properties of a control 844Handling events 846Displaying a UserForm 846

A UserForm Example 846Creating the UserForm 847Testing the UserForm 848Creating an event-handler procedure 849Another UserForm Example 850Creating the UserForm 850Testing the UserForm 852Creating event-handler procedures 853Testing the UserForm 854Making the macro available from a worksheet button 855Making the macro available on your Quick Access toolbar 855More on Creating UserForms 856Adding accelerator keys 856Controlling tab order 856Learning More 857

Chapter 42: Using UserForm Controls in a Worksheet  . .  859

Why Use Controls on a Worksheet? 859Using Controls 861Adding a control 862About design mode 862Adjusting properties 862Common properties 863Linking controls to cells 864Creating macros for controls 864Reviewing the Available ActiveX Controls 866CheckBox 866ComboBox 867CommandButton 868Image 868Label 868ListBox 868OptionButton 869ScrollBar 869SpinButton 870TextBox 871ToggleButton 872

Chapter 43: Working with Excel Events  . .  873

Understanding Events 873Entering Event-Handler VBA Code 874Using Workbook-Level Events 875Using the Open event 876Using the SheetActivate event 878Using the NewSheet event 878Using the BeforeSave event 878Using the BeforeClose event 879Working with Worksheet Events 879Using the Change event 880Monitoring a specific range for changes 881Using the SelectionChange event 882Using the BeforeRightClick event 883Using Non-Object Events 883Using the OnTime event 883Using the OnKey event 884

Chapter 44: VBA Examples . . .  887

Working with Ranges 887Copying a range 888Copying a variable-size range 889Selecting to the end of a row or column 890

Selecting a row or column 890Moving a range 891Looping through a range efficiently 891Prompting for a cell value 893Determining the type of selection 893Identifying a multiple selection 895Counting selected cells 895Working with Workbooks 896Saving all workbooks 896Saving and closing all workbooks 896Working with Charts 897Modifying the chart type 898Modifying chart properties 898Applying chart formatting 899VBA Speed Tips 899Turning off screen updating 899Preventing alert messages 900Simplifying object references 900Declaring variable types 901

Chapter 45: Creating Custom Excel Add-Ins  . .  903

What Is an Add-In? 903Working with Add-Ins 904Why Create Add-Ins? 906Creating Add-Ins 907

An Add-In Example 908Setting up the workbook 908Procedures in Module1 909About the UserForm 909Testing the workbook 910Adding descriptive information 911Protecting the project 911Creating the add-in 912Creating the user interface for your add-in macro .912Installing the add-in 913

Appendix A: Worksheet Function Reference  . .  917 Appendix B: What’s on the CD-ROM  . .  933

System Requirements 933Using the CD 933

What’s on the CD 934Applications 934

eBook version of Excel 2010 Bible 934 Sample files for Excel 2010 Bible 934

Chapter 01 935Chapter 02 935Chapter 04 935Chapter 05 935Chapter 06 935Chapter 10 936Chapter 11 936Chapter 12 936Chapter 13 936Chapter 14 937Chapter 15 937Chapter 16 937Chapter 17 937Chapter 18 938Chapter 19 938Chapter 20 939Chapter 21 939Chapter 22 939Chapter 24 939Chapter 25 939Chapter 26 939Chapter 27 939Chapter 28 940Chapter 33 940Chapter 34 940Chapter 35 940Chapter 36 940Chapter 37 941Chapter 38 941Chapter 39 941Chapter 40 941Chapter 41 941Chapter 42 941Chapter 43 942Chapter 44 942Chapter 45 942Troubleshooting 942

Appendix C: Additional Excel Resources  . . .  943

The Excel Help System 943Microsoft Technical Support 944Support options 944Microsoft Knowledge Base 944Microsoft Excel Home Page 944Microsoft Office Home Page 944Internet Newsgroups 945Accessing newsgroups by using a newsreader 945Accessing newsgroups by using a Web browser 945Searching newsgroups 946Internet Web sites 947The Spreadsheet Page 947Daily Dose of Excel 948Jon Peltier’s Excel Page 948Pearson Software Consulting 948Contextures 948David McRitchie’s Excel Pages 948Pointy Haired Dilbert 948

Mr Excel 948

Appendix D: Excel Shortcut Keys . . .  949 Index  . . .  957 End-User License Agreement  . . . 1007