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Microsoft Office Excel 2007: Top 100 Simplified Tips & Tricks (Top 100 Simplified Tips & Tricks) PDF

259 Pages·2007·29.54 MB·English
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01_126745 ffirs.qxp 6/5/07 6:58 PM Page i by Denise Etheridge 02_126745 ftoc.qxp 6/5/07 6:59 PM Page 1 01_126745 ffirs.qxp 6/5/07 6:58 PM Page i by Denise Etheridge 01_126745 ffirs.qxp 6/5/07 6:58 PM Page ii Excel® 2007: Top 100 LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE Simplified® Tips & Tricks PUBLISHER AND THE AUTHOR MAKE NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS WORK AND Published by SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING Wiley Publishing, Inc. WITHOUT LIMITATION WARRANTIES OF FITNESS FOR A 111 River Street PARTICULAR PURPOSE. NO WARRANTY MAY BE CREATED Hoboken, NJ 07030-5774 OREXTENDED BY SALES OR PROMOTIONAL MATERIALS. THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE Published simultaneously in Canada SUITABLE FOR EVERY SITUATION. THIS WORK IS SOLD WITH Copyright © 2007 by Wiley Publishing, Inc., Indianapolis, THE UNDERSTANDING THAT THE PUBLISHER IS NOT Indiana ENGAGED IN RENDERING LEGAL, ACCOUNTING, OR OTHER PROFESSIONAL SERVICES. IF PROFESSIONAL ASSISTANCE IS Library of Congress Control Number: 2007926010 REQUIRED, THE SERVICES OF A COMPETENT PROFESSIONAL ISBN: 978-0-470-12674-5 PERSON SHOULD BE SOUGHT. NEITHER THE PUBLISHER NOR Manufactured in the United States of America THE AUTHOR SHALL BE LIABLE FOR DAMAGES ARISING HEREFROM. THE FACT THAT AN ORGANIZATION OR 10 9 8 7 6 5 4 3 2 1 WEBSITE IS REFERRED TO IN THIS WORK AS A CITATION No part of this publication may be reproduced, stored in a AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION retrieval system or transmitted in any form or by any means, DOES NOT MEAN THAT THE AUTHOR OR THE PUBLISHER electronic, mechanical, photocopying, recording, scanning or ENDORSES THE INFORMATION THE ORGANIZATION OR otherwise, except as permitted under Sections 107 or 108 of WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT MAY the 1976 United States Copyright Act, without either the prior MAKE. FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED IN THIS WORK MAY HAVE written permission of the Publisher, or authorization through CHANGED OR DISAPPEARED BETWEEN WHEN THIS WORK payment of the appropriate per-copy fee to the Copyright WAS WRITTEN AND WHEN IT IS READ. Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, 978-750-8400, fax 978-646-8600. Requests to the Publisher forpermission should be addressed to the Legal Department, FOR PURPOSES OF ILLUSTRATING THE CONCEPTS AND Wiley Publishing, Inc., 10475 Crosspoint Blvd., Indianapolis, TECHNIQUES DESCRIBED IN THIS BOOK, THE AUTHOR HAS CREATED VARIOUS NAMES, COMPANY NAMES, MAILING, IN46256, 317-572-3447, fax 317-572-4355, online: E-MAIL AND INTERNET ADDRESSES, PHONE AND FAX www.wiley.com/go/permissions. NUMBERS AND SIMILAR INFORMATION, ALL OF WHICH Trademark Acknowledgments AREFICTITIOUS. ANY RESEMBLANCE OF THESE FICTITIOUS NAMES, ADDRESSES, PHONE AND FAX NUMBERS AND Wiley, the Wiley Publishing logo, Visual, the Visual logo, SIMILAR INFORMATION TO ANY ACTUAL PERSON, COMPANY Simplified, Read Less - Learn More, and related trade dress are AND/OR ORGANIZATION IS UNINTENTIONAL AND PURELY trademarks or registered trademarks of John Wiley & Sons, Inc. COINCIDENTAL. and/or its affiliates. Microsoft and Excel are registered trademarks of Microsoft Corporation in the U.S. 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. Contact Us For general information on our other products and services contact our Customer Care Department within the U.S. at 800-762-2974, outside the U.S. at 317-572-3993, or fax 317-572-4002. For technical support please visit www.wiley.com/techsupport. U.S. Sales Contact Wiley at (800) 762-2974 or fax (317) 572-4002. 01_126745 ffirs.qxp 6/5/07 6:58 PM Page iii P V B RAISE FOR ISUAL OOKS “I have to praise you and your company on the “Like a lot of other people, I understand things fine products you turn out. I have twelve Visual best when I see them visually. Your books really books in my house. They were instrumental in make learning easy and life more fun.” helping me pass a difficult computer course. John T. 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I Lorri Pegan-Durastante (Wickliffe, OH) bought several of your books and they are just right! No regrets! I will always buy your books “Over time, I have bought a number of your because they are the best.” ‘Read Less - Learn More’ books. For me, they are Seward Kollie (Dakar, Senegal) THE way to learn anything easily. I learn easiest using your method of teaching.” “I would like to take this time to thank you and José A. Mazón (Cuba, NY) your company for producing great and easy-to- learn products. I bought two of your books from a “You’ve got a fan for life!! Thanks so much!!” local bookstore, and it was the best investment Kevin P. Quinn (Oakland, CA) I’ve ever made! Thank you for thinking of us ordinary people.” “I have several books from the Visual series and Jeff Eastman (West Des Moines, IA) have always found them to be valuable resources.” “Compliments to the chef!! Your books are Stephen P. Miller (Ballston Spa, NY) extraordinary! Or, simply put, extra-ordinary, meaning way above the rest! THANKYOU “I have several of your Visual books and they are THANKYOU THANKYOU! I buy them for friends, the best I have ever used.” family, and colleagues.” Stanley Clark (Crawfordville, FL) Christine J. Manfrin (Castle Rock, CO) 01_126745 ffirs.qxp 6/5/07 6:58 PM Page iv C REDITS Project Editor Layout Sarah Hellert Carrie A. Foster Jennifer Mayberry Acquisitions Editor Heather Pope Jody Lefevere Amanda Spagnuolo Copy Editor Screen Artist Kim Heusel Jill A. Proll Technical Editor Proofreader Suzanne Borys, PhD Broccoli Information Management James Floyd Kelly Quality Control Editorial Manager Cynthia Fields Robyn Siesky Jessica Kramer Charles Spencer Business Manager Amy Knies Indexer Infodex Indexing Services, Inc. Editorial Assistant Laura Sinise Wiley Bicentennial Logo Richard J. Pacifico Manufacturing Allan Conley Special Help Linda Cook Malinda McCain Paul Gilchrist Barbara Moore Jennifer Guynn Christine Williams Book Design Vice President and Executive Kathie Rickard Group Publisher Richard Swadley Production Coordinator Erin Smith Vice President and Publisher Barry Pruett Composition Director Debbie Stailey A A BOUT THE UTHOR Denise Etheridge is a certified public accountant as well as the president and founder of Baycon Group, Inc. She publishes Web sites, provides consulting services on accounting-related software, and authors computer-related books. You can visit www.baycongroup.com to view her online tutorials. This book is dedicated to my mother, Catherine Austin Etheridge 01_126745 ffirs.qxp 6/5/07 6:58 PM Page v H T U T B OW O SE HIS OOK Excel 2007: Top 100 Simplified®Tips & Tricks includes 100 tasks that reveal cool secrets, teach timesaving tricks, and explain great tips guaranteed to make you more productive with Excel. The easy-to-use layout lets you work through all the tasks from beginning to end or jump in at random. Who is this book for? You already know Excel basics. Now you’d like to go beyond, with shortcuts, tricks, and tips that let you work smarter and faster. And because you learn more easily when someone shows you how, this is the book for you. Conventions Used In This Book 1 Steps 33 This book uses step-by-step 44 instructions to guide you easily through each task. Numbered callouts on every screen shot show you exactly how to perform each task, step by step. 2 Tips 11 Practical tips provide insights to save you time and trouble, caution 22 you about hazards to avoid, and reveal how to do things in Excel 2007 that you never thought possible! 3 Task Numbers Task numbers from 1 to 100 indicate which lesson you are working on. 4 Difficulty Levels Demonstrates a new spin on a common task For quick reference, the symbols Introduces a new skill or a new below mark the difficulty level of task each task. Combines multiple skills requiring in-depth knowledge Requires extensive skill and may involve other technologies 02_126745 ftoc.qxp 6/5/07 6:59 PM Page vi Table of Contents 1 Boost Your Efficiency #1 Validate with a Validation List 4 #2 Validate with Data Entry Rules 6 #3 Extend a Series with AutoFill 8 #4 Insert Symbols or Special Characters 10 #5 Hide Rows by Grouping and Outlining 12 #6 Find and Replace Formats 14 #7 Add Comments to Your Worksheet 16 #8 Let Excel Read Back Your Data 18 #9 Create Your Own Sort or AutoFill 20 2 Work with Formulas and Functions #10 Enter Formulas Using a Variety of Methods 24 #11 Name Cells and Ranges 26 #12 Define a Constant 28 #13 Create Formulas That Include Names 30 #14 Calculate with the Function Wizard 32 #15 Figure Out Loan Terms 34 #16 Determine the Internal Rate of Return 36 #17 Determine the Nth Largest Value 38 #18 Create a Conditional Formula 40 #19 Calculate a Conditional Sum 42 #20 Add a Calculator 44 #21 Find Products and Square Roots 46 #22 Perform Time Calculations 48 #23 Perform Date Calculations 50 vi 02_126745 ftoc.qxp 6/5/07 6:59 PM Page vii 3 Copy, Format, and More #24 Check Your Formulas for Errors 54 #25 Trace Precedents and Dependents 56 #26 Change Text to Numbers 58 #27 Convert a Row to a Column 60 #28 Copy with the Office Clipboard 62 #29 Adjust Column Widths with Paste Special 64 #30 Specify How to Paste with Paste Special 66 #31 Create Your Own Style 68 #32 Copy Styles to Another Workbook 70 #33 Conditionally Format Your Worksheet 72 #34 Track Changes While Editing 76 #35 Consolidate Worksheets 78 4 Manipulate Records #36 Enter Data with a Form 82 #37 Filter Duplicate Records 84 #38 Perform Simple Sorts and Filters 86 #39 Perform Complex Sorts 88 #40 Sort by Cell Color, Font Color, or Icon 90 #41 Perform Complex Filters 92 #42 Filter by Multiple Criteria 94 #43 Subtotal Sorted Data 96 #44 Chart Filtered Data Easily 98 #45 Count Filtered Records 100 #46 Look Up Information in Your Worksheet 102 #47 Define Data as a Table 104 #48 Modify a Table Style 106 vii

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