Excel 2016 Formulas is fully updated to cover all of the tips, tricks, and techniques you need to maximize the power of Excel 2016 through the use of formulas
Part I: Understanding Formula Basics
Chapter 1: The Excel User Interface in a Nutshell
The Workings of Workbooks Worksheets Chart sheets Macro sheets and dialog sheets The Excel User Interface The Ribbon Backstage View Shortcut menus and the mini toolbar Dialog boxes Customizing the UI Task panes Customizing onscreen display Numeric formatting Stylistic formatting Protection Options Securing access to the entire workbook Limiting access to specific worksheet ranges Protecting the workbook structure
Chapter 2: Basic Facts About Formulas
Entering and Editing Formulas Formula elements Entering a formula Pasting names Spaces and line breaks Formula limits Sample formulas Editing formulas Using Operators in Formulas Reference operators Sample formulas that use operators Operator precedence Nested parentheses Calculating Formulas Cell and Range References Creating an absolute or a mixed reference Referencing other sheets or workbooks Copying or Moving Formulas Making an Exact Copy of a Formula Converting Formulas to Values Hiding Formulas Errors in Formulas Dealing with Circular References Goal Seeking A goal seeking example More about goal seeking
Chapter 3: Working with Names
What's in a Name? A Name's Scope Referencing names Referencing names from another workbook Conflicting names The Name Manager Creating names Editing names Deleting names Shortcuts for Creating Cell and Range Names The New Name dialog box Creating names using the Name box Creating names from text in cells Naming entire rows and columns Names created by Excel Creating Multi sheet Names Working with Range and Cell Names Creating a list of names Using names in formulas Using the intersection operators with names Using the range operator with names Referencing a single cell in a multi cell named range Applying names to existing formulas Applying names automatically when creating a formula Unapplying names Names with errors Viewing named ranges Using names in charts How Excel Maintains Cell and Range Names Inserting a row or column Deleting a row or a column Cutting and pasting Potential Problems with Names Name problems when copying sheets Name problems when deleting sheets The Secret to Understanding Names Naming constants Naming text constants Using worksheet functions in named formulas Using cell and range references in named formulas Using named formulas with relative references Advanced Techniques That Use Names Using the INDIRECT function with a named range Using arrays in named formulas Creating a dynamic named formula Using an XLM macro in a named formula
Part II: Leveraging Excel Functions
Chapter 4: Introducing Worksheet Functions
What is a Function? Simplify your formulas Perform otherwise impossible calculations Speed up editing tasks Provide decision-making capability More about functions Function Argument Types Names as arguments Full-column or full-row as arguments Literal values as arguments Expressions as arguments Other functions as arguments Arrays as arguments Ways to Enter a Function into a Formula Entering a function manually Using the Function Library commands Using the Insert Function dialog box More tips for entering functions
Chapter 5: Manipulating Text
A Few Words About Text How many characters in a cell? Numbers as text Text Functions Determining whether a cell contains text Working with character codes Determining whether two strings are identical Joining two or more cells Displaying formatted values as text Displaying formatted currency values as text Removing excess spaces and nonprinting characters Counting characters in a string Repeating a character or string Creating a text histogram Padding a number Changing the case of text Extracting characters from a string Replacing text with other text Finding and searching within a string Searching and replacing within a string Advanced Text Formulas Counting specific characters in a cell Counting the occurrences of a substring in a cell Removing trailing minus signs Expressing a number as an ordinal Determining a column letter for a column number Extracting a filename from a path specification Extracting the first word of a string Extracting the last word of a string Extracting all but the first word of a string Extracting first names, middle names and last names Removing titles from names Counting the number of words in a cell
Chapter 6: Working with Dates and Times
How Excel Handles Dates and Times Understanding date serial numbers Entering dates Understanding time serial numbers Entering times Formatting dates and times Problems with dates Date-Related Functions Displaying the current date Displaying any date with a function Generating a series of dates Converting a nondate string to a date Calculating the number of days between two dates Calculating the number of work days between two dates Offsetting a date using only work days Calculating the number of years between two dates Calculating a person's age Determining the day of the year Determining the day of the week Determining the week of the year Determining the date of the most recent Sunday Determining the first day of the week after a date Determining the nth occurrence of a day of the week in a month Counting the occurrences of a day of the week Expressing a date as an ordinal number Calculating dates of holidays Determining the last day of a month Determining whether a year is a leap year Determining a date's quarter Converting a year to roman numerals Time-Related Functions Displaying the current time Displaying any time using a function Calculating the difference between two times Summing times that exceed 24 hours Converting from military time Converting decimal hours, minutes or seconds to a time Adding hours, minutes or seconds to a time Converting between time zones Rounding time values Calculating Durations
Chapter 7: Counting and Summing Techniques
Counting and Summing Worksheet Cells Other Counting Methods Basic Counting Formulas Counting the total number of cells Counting blank cells Counting nonblank cells Counting numeric cells Counting text cells Counting non text cells Counting logical values Counting error values in a range Advanced Counting Formulas Counting cells with the COUNTIF function Counting cells that meet multiple criteria Counting the most frequently occurring entry Counting the occurrences of specific text Counting the number of unique values Creating a frequency distribution Summing Formulas Summing all cells in a range Summing a range that contains errors Computing a cumulative sum Summing the "top n" values Conditional Sums Using a Single Criterion Summing only negative values Summing values based on a different range Summing values based on a text comparison Summing values based on a date comparison Conditional Sums Using Multiple Criteria Using And criteria Using or criteria Using And and Or criteria
Chapter 8: Using Lookup Functions
What Is a Lookup Formula? Functions Relevant to Lookups Basic Lookup Formulas The VLOOKUP function The HLOOKUP function The LOOKUP function Combining the MATCH and INDEX functions Specialized Lookup Formulas Looking up an exact value Looking up a value to the left Performing a case-sensitive lookup Choosing among multiple lookup tables Determining letter grades for test scores Calculating a grade point average Performing a two-way lookup Performing a two-column lookup Determining the address of a value within a range Looking up a value by using the closest match Looking up a value using linear interpolation
Chapter 9: Working with Tables and Lists
Tables and Terminology A list example A table example Working with Tables Creating a table Changing the look of a table Navigating and selecting in a table Adding new rows or columns Deleting rows or columns Moving a table Removing duplicate rows from a table Sorting and filtering a table Working with the Total row Using formulas within a table Referencing data in a table Converting a table to a list Using Advanced Filtering Setting up a criteria range Applying an advanced filter Clearing an advanced filter Specifying Advanced Filter Criteria Specifying a single criterion Specifying multiple criteria Specifying computed criteria Using Database Functions Inserting Subtotals
Chapter 10: Miscellaneous Calculations
Unit Conversions Rounding Numbers Basic rounding formulas Rounding to the nearest multiple Rounding currency values Working with fractional dollars Using the INT and TRUNC functions Rounding to an even or odd integer Rounding to n significant digits Solving Right Triangles Area, Surface, Circumference and Volume Calculations Calculating the area and perimeter of a square Calculating the area and perimeter of a rectangle Calculating the area and perimeter of a circle Calculating the area of a trapezoid Calculating the area of a triangle Calculating the surface and volume of a sphere Calculating the surface and volume of a cube Calculating the surface and volume of a rectangular solid Calculating the surface and volume of a cone Calculating the volume of a cylinder Calculating the volume of a pyramid Solving Simultaneous Equations Working with Normal Distributions
Part III: Financial Formulas
Chapter 11: Borrowing and Investing Formulas
The Time Value of Money Loan Calculations Worksheet functions for calculating loan information A loan calculation example Credit card payments Creating a loan amortization schedule Calculating a loan with irregular payments Investment Calculations Future value of a single deposit Present value of a series of payments Future value of a series of deposits
Chapter 12: Discounting and Depreciation Formulas
Using the NPV Function Definition of NPV NPV function examples Using the IRR Function Rate of return Geometric growth rates Checking results Irregular Cash Flows Net present value Internal rate of return Depreciation Calculations
Chapter 13: Financial Schedules
Creating Financial Schedules Creating Amortization Schedules A simple amortization schedule A dynamic amortization schedule Credit card calculations Summarizing Loan Options Using a Data Table Creating a one-way data table Creating a two-way data table Financial Statements and Ratios Basic financial statements Ratio analysis Creating Indices
Part IV: Array Formulas
Chapter 14: Introducing Arrays
Introducing Array Formulas A multi cell array formula A single cell array formula Creating an array constant Array constant elements Understanding the Dimensions of an Array One dimensional horizontal arrays One dimensional vertical arrays Two dimensional arrays Naming Array Constants Working with Array Formulas Entering an array formula Selecting an array formula range Editing an array formula Expanding or contracting a multi cell array formula Using Multi cell Array Formulas Creating an array from values in a range Creating an array constant from values in a range Performing operations on an array Using functions with an array Transposing an array Generating an array of consecutive integers Using Single Cell Array Formulas Counting characters in a range Summing the three smallest values in a range Counting text cells in a range Eliminating intermediate formulas Using an array in lieu of a range reference
Chapter 15: Performing Magic with Array Formulas
Working with Single Cell Array Formulas Summing a range that contains errors Counting the number of error values in a range Summing the n largest values in a range Computing an average that excludes zeros Determining whether a particular value appears in a range Counting the number of differences in two ranges Returning the location of the maximum value in a range Finding the row of a value's nth occurrence in a range Returning the longest text in a range Determining whether a range contains valid values Summing the digits of an integer Summing rounded values Summing every nth value in a range Removing nonnumeric characters from a string Determining the closest value in a range Returning the last value in a column Returning the last value in a row Working with Multi cell Array Formulas Returning only positive values from a range Returning nonblank cells from a range Reversing the order of cells in a range Sorting a range of values dynamically Returning a list of unique items in a range Displaying a calendar in a range
Part V: Miscellaneous Formula Techniques
Chapter 16: Importing and Cleaning Data
A Few Words About Data Importing Data Importing from a file Importing a text file into a specified range Copying and pasting data Data Cleanup Techniques Removing duplicate rows Identifying duplicate rows Splitting text Changing the case of text Removing extra spaces Removing strange characters Converting values Classifying values Joining columns Rearranging columns Randomizing the rows Matching text in a list Change vertical data to horizontal data Filling gaps in an imported report Spelling checking Replacing or removing text in cells Adding text to cells Fixing trailing minus signs A Data Cleaning Checklist Exporting Data Exporting to a text file Exporting to other file formats
Chapter 17: Charting Techniques
Understanding the SERIES Formula Using names in a SERIES formula Unlinking a chart series from its data range Creating Links to Cells Adding a chart title link Adding axis title links Adding text links Adding a linked picture to a chart Chart Examples Single data point charts Displaying conditional colors in a column chart Creating a comparative histogram Creating a Gantt chart Creating a box plot Plotting every nth data point Identifying maximum and minimum values in a chart Creating a Timeline Plotting mathematical functions Plotting a circle Creating a clock chart Creating awesome designs Working with trendlines Linear trendlines Working with nonlinear trendlines Summary of trendline equations Creating Interactive Charts Selecting a series from a drop down list Plotting the last n data points Choosing a start date and number of points Displaying population data Displaying weather data
Chapter 18: Pivot Tables
About Pivot Tables A Pivot Table Example Data Appropriate for a Pivot Table Creating a Pivot Table Automatically Creating a Pivot Table Manually Specifying the data Specifying the location for the pivot table Laying out the pivot table Formatting the pivot table Modifying the pivot table More Pivot Table Examples Question 1 Question 2 Question 3 Question 4 Question 5 Question 6 Question 7 Grouping Pivot Table Items A manual grouping example Viewing grouped data Automatic grouping examples Creating a Frequency Distribution Creating a Calculated Field or Calculated Item Creating a calculated field Inserting a calculated item Filtering Pivot Tables with Slicers Filtering Pivot Tables with a Timeline Referencing Cells Within a Pivot Table Another Pivot Table Example Using the Data Model Creating Pivot Charts A pivot chart example More about pivot charts
Chapter 19: Conditional Formatting
About Conditional Formatting Specifying Conditional Formatting Formatting types you can apply Making your own rules Conditional Formats That Use Graphics Using data bars Using color scales Using icon sets Creating Formula-Based Rules Understanding relative and absolute references Conditional formatting formula examples Working with Conditional Formats Managing rules Copying cells that contain conditional formatting Deleting conditional formatting Locating cells that contain conditional formatting
Chapter 20: Using Data Validation
About Data Validation Specifying Validation Criteria Types of Validation Criteria You Can Apply Creating a Drop Down List Using Formulas for Data Validation Rules Understanding Cell References Data Validation Formula Examples Accepting text only Accepting a larger value than the previous cell Accepting non duplicate entries only Accepting text that begins with a specific character Accepting dates by the day of the week Accepting only values that don't exceed a total Creating a dependent list Using Structured Table Referencing
Chapter 21: Creating Megaformulas
What Is a Megaformula? Creating a Megaformula: A Simple Example Megaformula Examples Using a megaformula to remove middle names Using a megaformula to return a string's last space character position Using a megaformula to determine the validity of a credit card number Using Intermediate Named Formulas Generating random names The Pros and Cons of Megaformulas
Chapter 22: Tools and Methods for Debugging Formulas
Formula Debugging? Formula Problems and Solutions Mismatched parentheses Cells are filled with hash marks Blank cells are not blank Extra space characters Formulas returning an error Absolute / relative reference problems Operator precedence problems Formulas are not calculated Actual versus displayed values FloatingĀ]point number errors Phantom link errors Logical value errors Circular reference errors Excel's Auditing Tools Identifying cells of a particular type Viewing formulas Tracing cell relationships Tracing error values Fixing circular reference errors Using background error checking Using Excel's Formula Evaluator