Create Advanced Formulas

3.1 Apply Functions in Formulas

3.1.1 Perform logical operations by using AND, OR, and NOT func-

tions

3.1.2 Perform logical operations by using nested functions

3.1.3 Perform statistical operations by using SUMIFS, AVERAGEIFS,

and COUNTIFS functions

3.2 Look Up Data by Using Functions

3.2.1 Look up data by using the VLOOKUP function

3.2.2 Look up data by using the HLOOKUP function

3.2.3 Look up data by using the MATCH function

3.2.4 Look up data by using the INDEX function

3.3 Apply Advanced Date and Time Functions

3.3.1 Reference the date and time by using the NOW and TODAY

functions

3.3.2 Serialize numbers by using date and time functions

3.4 Perform Data Analysis and Business Intelligence

3.4.1 Import, transform, combine, display, and connect to data

3.4.2 Consolidate data

3.4.3 Perform what-if analysis by using Goal Seek and Scenario

Manager

3.4.4 Use cube functions to get data out of the Excel data model

3.4.5 Calculate data by using financial functions

3.5 Troubleshoot Formulas

3.5.1 Trace precedence and dependence

3.5.2 Monitor cells and formulas by using the Watch Window

Appendix A

129

Objective Lesson Number

Matrix Skill Number

3.5.3 Validate formulas by using error checking rules

3.5.4 Evaluate formulas

3.6 Define Named Ranges and Objects

3.6.1 Name cells

3.6.2 Name data ranges

3.6.3 Name tables

3.6.4 Manage named ranges and objects

Create Advanced Charts and Tables

4.1 Create Advanced Charts

4.1.1 Add trendlines to charts

4.1.2 Create dual-axis charts

4.1.3 Save a chart as a template

4.2 Create and Manage PivotTables

4.2.1 Create PivotTables

4.2.2 Modify field selections and options

4.2.3 Create slicers

4.2.4 Group PivotTable data

4.2.5 Reference data in a PivotTable by using the

4 GETPIVOTDATA function

4.2.6 Add calculated fields

4.2.7 Format data

4.3 Create and Manage PivotCharts

4.3.1 Create PivotCharts

4.3.2 Manipulate options in existing PivotCharts

4.3.3 Apply styles to PivotCharts

4.3.4 Drill down into PivotChart details

Index

Button control 53 #All constant, tables 66

SYMBOLS

AND, OR, and NOT functions 76–78

Date and Time functions 69–71

buttons

+/- Buttons toggle button 111 Add Chart Element 103

HLOOKUP function 74–75

#Data constant, tables 66 Add to Data Model 117, 119

IF logical function 75–76

Add Watch 85 #Headers constant, tables 66

MATCH and INDEX functions 78–79

Arrange All 116 #N/A error value 72

nested functions 71–72

Auto Fill Options 34 #Totals constant, tables 66

SUMIFS, COUNTIFS, and AVERAGE-

IFS functions 79–82

Borders 41

troubleshooting 82–86

+/- Buttons toggle 111

A checking for errors and evaluating for-

Cell Styles 44, 48

accepting changes, Track Changes feature Change Colors 114

mulas 83–85

20–21 Chart Elements (+) 114

Trace Precedents and Trace Dependents

Accept or Reject dialog box 20 Clear Filter 109

Close & Load 95 ActiveX Combo Box control 54

VLOOKUP function 72–74

Collapse Dialog 21, 38, 68 ActiveX controls 52

Advanced tab, Share Workbook dialog box

Colors 45

Add Chart Element button 103

Consolidate 86 adding. See also inserting

All Charts tab 105

Allow Users to Edit Ranges option (Review

Create 2

Create Custom Combo Chart 104 slicers to PivotTables 108–110

PivotCharts 112–114

tab) 17

Create from Selection 92 trendlines to charts 101–103

AND function 76–78

Create Relationship 120 Add to Data Model button 117, 119

applying

Customize Colors 46

Add Trendline dialog box 103 Customize Fonts 47

conditional formatting

Delete All Unsaved Workbooks 11 Add Watch button 85

applying 40–41

Design Mode 54 advanced charts

managing rules 42–43

Diagram View 120 custom chart templates 104–106

using formulas in rules 41–42

custom formats 27–39

Edit 94

dual-axis 103

Edit Custom Lists 35 PivotCharts

Advanced Fill Series options 34–36

Edit in Formula Bar 84 adding 112–114

color formats 45–47

Enable Content 8 applying styles 114–115

number formats 27–34

Expand Dialog 21, 39 trendlines 101–103

styles, PivotCharts 114–115

Fill & Line 102 Advanced Fill Series options, applying cus-

arguments, financial functions 91

Arrange All button 116

Filter 68

tom formats 34–36

assigning names to tables 65–67

Fonts 47

advanced formulas

Auto Fill, advanced Series options 34–36

Format 41

AND, OR, and NOT functions 76–78

Format as Table 117 Date and Time functions 69–71

Auto Fill Options button 34

Group Selection 111 HLOOKUP function 74–75

Automatic calculation options 13

Import 36

IF logical function 75–76 Insert Combo Chart 104

Automatic Except for Data Tables option 13

MATCH and INDEX functions 78–79 Insert Function 77 nested functions 71–72

AutoRecover feature 10

Insert Slicer 108 SUMIFS, COUNTIFS, and AVERAGE-

AVERAGEIFS function 79–82

Macros 9

IFS functions 79–82 B

Manage 121

troubleshooting 82–86

Manage Relationships 120 checking for errors and evaluating for-

Body font 47

Manage Templates 106 mulas 83–85

Borders button 41

New Query 94

Trace Precedents and Trace Dependents New Rule 42

business intelligence tools 86–98

82–83 Number Format 107

Consolidate Data 86–88

financial functions 90–92

Watch Window 85–86

Paste List 68

VLOOKUP function 72–74 PivotChart 113

Get & Transform Data options 93–96

advanced functions Properties 54

OLAP tools 96–97

What-If Analysis 88–90

132 Index Recently Used 77

Recommended PivotTables 107 Recover Unsaved Workbooks 11 Remove Columns 94 Secondary Axis 104 Series Options 103 Shape Effects 104 Show Queries 95 Slicer 108 Stop Recording 50 Subtotals 111 Summary 90 Symbol 57 Text Box 113 Texture 105 Themes 2 Timeline 109 Trendline Options 102 Unprotect Shared Workbook 17 Use in Formula 68 Visual Basic 8

Buttons group 108

calculated columns, Power Pivot 122–123 calculation options, setting 11–13 Calculations group 96 cells

creating and modifying styles 47–48 naming 63–64

Cell Styles button 44, 48 Cell Styles gallery 44, 47 Change Colors button 114 Chart Elements (+) button 114 charts

custom chart templates 104–106 dual-axis 103 PivotCharts

adding 112–114 applying styles 114–115

trendlines 101–103 Charts Dialog Box Launcher 105

Charts group 113 Chart Styles gallery 2 Chart Styles group 114 Chart Tools Design tab 2 Chart Tools Format tab 104–105 Check Box control 53 circular references 11 Circular References worksheet 12 Clear Filter buttons 109 Close & Load button 95 Col_index_num argument 72 Collapse Dialog button 21, 38, 68 color formats 45–47 Colors button 45 Colors gallery 45

Combo Box control 53 Command Button control 53 commands

Evaluate Formula 83–85 Paste Names 67 Protect and Share Workbook 17 Share Workbook 17 Trace Dependents 82–83 Trace Precedents 82–83 Track Changes 17

Comment text box 64 conditional formatting

applying 40–41 managing rules 42–43 using formulas in rules 41–42

Conditional Formatting menu 40 Conditional Formatting Rules Manager dia-

log box 42 Confirm Password dialog box 16 Consolidate button 86 Consolidate Data tool 86–88 Consolidate dialog box 87 contiguous groups 63 controls, inserting form controls 52–57 copying macros, between workbooks 8–10 COUNTIFS function 79–82 Create button 2 Create Custom Combo Chart button 104 Create from Selection button 92 Create Names from Selection dialog box 65 Create New Theme Colors dialog box 45,

46 Create New Theme Fonts dialog box 47 Create PivotChart dialog box 113 Create Relationship button 120 Create Relationship dialog box 120 criteria, data validation 36–39 Cube functions, Power Pivot 96–97 custom chart templates 104–106 custom formats 27–39

Advanced Fill Series options 34–36 number formats 27–34

Customize Colors button 46 Customize Fonts button 47 custom templates 1–3 custom workbook elements 43–57

cell styles 47–48 color formats 45–47 font formats 47 form controls 52–57 macros 49–52 themes 44–45

DASHBOARD worksheet 2 data

pulling from PivotTables, GETPIVOT- DATA function 111–112 trendlines 101–103 data analysis tools

Consolidate Data 86–88 financial functions 90–92 Get & Transform Data options 93–96 OLAP tools 96–97 What-If Analysis 88–90

data consolidation, Consolidate Data tool

86–88 data model, Power Pivot. See Power Pivot data ranges, naming 63–64 Data tab 36 Data Tools group 36 data validation, specifying criteria 36–39 Data Validation dialog box 36 Date and Time functions 69–71 Defined Names group 64-65 Delete All Unsaved Workbooks button 11 deleting changes, Track Changes feature 20 Design Mode button 54 Developer tab 7-, 49 Diagram View button 120 Diagram View, Power Pivot window 121 dialog boxes

Accept or Reject 20 Add Trendline 103 Conditional Formatting Rules Manager

42 Confirm Password 16 Consolidate 87 Create Names from Selection 65 Create New Theme Colors 45-46 Create New Theme Fonts 47 Create PivotChart 113 Create Relationship 120 Data Validation 36 Error Checking 84 Evaluate Formula 84 Excel Options 7–8, 12–13 Format As Table 67, 117 Format Cells 15, 30, 41, 107 Function Arguments 73-74 General Options 16 Greater Than 40–41 Grouping 110 Highlight Changes 18 Import Data 94 Insert Chart 104-105 Insert Slicers 108 Insert Timelines 109 Macro 9 Name Manager 68 New Cell Styles 48

Index

New Formatting Rule 41-43 New Name 64 Paste Name 68 Protect Shared Workbook 17 Protect Sheet 14 Protect Structure and Windows 15 Recommended PivotTables 107 Record Macro 49 Resolve Conflicts 19 Save As 16, 51 Save Chart Template 105 Scenario Values 89 Select Changes to Accept or Reject 21 Series 35 Share Workbook 22

Advanced tab 17–18 Editing tab 23

Style 48 Symbol 57 Trust Center 52 Value Field Settings 107

displaying hidden tabs, ribbon 5–6 Document Recovery pane 10–11 dual-axis charts 103

Edit button 94 Edit Custom Lists button 35 Edit in Formula Bar button 84 Editing tab 23 Enable Content button 8 enabling Power Pivot 115 Error Alert tab 37 Error Checking dialog box 84 Error Checking feature 83–85 Evaluate Formula command 83–85 Evaluate Formula dialog box 84 Event budget template 2 Excel Options dialog box

calculation settings 12–13 displaying hidden tabs on ribbon 7–8

Excel Template file type 2 Expand Dialog button 21, 39

file types, Excel Template 2 Fill & Line button 102 Fill Series option 34 Filter button 68 Filter Field 108 financial functions 90–92 Flash Fill 35 font formats 47 Fonts button 47 Fonts gallery 47 Format as Table button 117 Format As Table dialog box 67, 117

Format button 41 Format Cells dialog box 15, 30, 41, 107 Format Chart Area pane 114 Format Data Series pane 103–104 formatting, applying custom formats 27–39

Advanced Fill Series options 34–36 number formats 27–34

Format Trendline pane 102 forms, inserting form controls 52–57 Formula Auditing group 82 formulas

creating advanced formulas

AND, OR, and NOT functions 76–78 Date and Time functions 69–71 HLOOKUP function 74–75 IF logical function 75–76 MATCH and INDEX functions

78–79 nested functions 71–72 SUMIFS, COUNTIFS, and AVER-

AGEIFS functions 79–82 VLOOKUP function 72–74 referencing data in another worksheet

3–4 troubleshooting 82–86

checking for errors and evaluating for-

mulas 83–85 Trace Precedents and Trace Dependents

82–83 Watch Window 85–86 using in conditional formatting rules

41–42 Formulas tab 82

Function Arguments dialog box 73-74 Function Library group 74 functions

creating advanced functions

Date and Time functions 69–71 HLOOKUP function 74–75 IF logical function 75–76 MATCH and INDEX functions

78–79 nested functions 71–72 SUMIFS, COUNTIFS, and AVER-

AGEIFS functions 79–82 VLOOKUP function 72–74 GETPIVOTDATA 111–112 troubleshooting 82–86

checking for errors and evaluating for-

mulas 83–85 Trace Precedents and Trace Dependents

82–83 Watch Window 85–86 FV financial function 91

General Options dialog box 16 GETPIVOTDATA function 111–112 Get & Transform Data options 93–96

Get & Transform group 94 Goal Seek tool 88–90 Greater Than dialog box 40–41 Group Box control 53 Group group 111 grouping date data, PivotTables 110–111 Grouping dialog box 110-111 grouping records, PivotTables 110–111 groups

Buttons 108 Calculations 96 Charts 113 Chart Styles 114 contiguous 63 Data Tools 36 Defined Names 64-65 Formula Auditing 82 Function Library 74 Get & Transform 94 Group 111 Insert Shapes 113 Layout 111 Manage Columns 94 non-contiguous 63 PivotTable Styles 107 Properties 67, 117 Show 111 Styles 40, 117 Tables 117 Templates 105 Themes 44 Timeline Styles 109 Window 116

Group Selection button 111

Heading font 47 hidden tabs, displaying 5–6 Highlight Changes dialog box 18 History worksheet 22 HLOOKUP function 74–75 Home tab, Styles group 117

IF logical function 75–76 Image control 53 Import button 36 Import Data dialog box 94 INDEX function 78–79 inflow, financial functions 90 Info tab 11 Input Message tab 37 Insert Chart dialog box 104-105 Insert Combo Chart button 104 Insert Function button 77 inserting. See also adding

form controls 52–57

Index

tracked changes (Track Changes feature)

PivotChart button 113 18–20

New Query 94

modifying

PivotCharts

Insert Shapes group 113

adding 112–114 Insert Slicer button 108

cell styles 47–48

applying styles 114–115 Insert Slicers dialog box 108

macros 49–52

PivotChart Tools Design tab 114 Insert tab 105, 113

themes 44–45

PivotChart Tools Format tab 113 Insert Timelines dialog box 109

MS Forms Library 52

PivotTable Field List 108 interest rates, financial functions 90

PivotTable Fields pane 107

Name Box 63–64

internationalization, workbooks 57

PivotTables

Name Manager 63, 67–69

IRR financial function 91 building with Power Pivot 115–119

iterative calculation 11 creating 106–108

Name Manager dialog box 68

naming objects

GETPIVOTDATA function 111–112

assigning names to tables 65–67

grouping records 110–111

Label control 53 slicers 108–110

cells and data ranges 63–64

PivotTable Styles group 107 Layout group 111

managing named ranges and objects

PivotTable Tools Analyze tab 96, 108, 111 linear trendlines 103

PivotTable Tools Design tab 107, 111 LinkedCell property 54

Navigator window 94

PMT financial function 91 List Box control 53

nested functions 71–72

Power Pivot 115–123 ListFillRange property 54

New Cell Styles dialog box 48

building PivotTables 115–119 ListRows property 54

New Formatting Rule dialog box 41-43

creating calculated columns 122–123 lists, as data validation criteria 38–39

New Name dialog box 64

Cube functions 96–97 lookup functions

New Query button 94

enabling 115 HLOOKUP 74–75

New Query menu 94

managing relationships 119 VLOOKUP 72–74

New Rule button 42

non-contiguous groups 63

Power Pivot tab 117

NOT function 76–78

Power Pivot window 117–118 calculated columns 122–123

Macro dialog box 9

NOW function 69

Diagram View 121 macros

Project Explorer window (VBE) 9 copying between workbooks 8–10

NPER financial function 91

Properties button 54 recording and modifying 49–52

Number Format button 107

Properties group 67, 117 Macros button 9

number formats, applying custom formats

Properties window 54 Manage button 121

Number tab 30

Protect and Share Workbook command 17 Manage Columns group 94

protecting

Manage Relationships button 120

workbooks 14–16 Manage Templates button 106

objects, naming 63–69

worksheets 13–14

Manage Workbook, Recover Unsaved Work- Protection tab 13

assigning names to tables 65–67

cells and data ranges 63–64

Protect Shared Workbook dialog box 17 managing

books (Info tab) 11

managing named ranges and objects

Protect Sheet dialog box 14 conditional formatting rules 42–43

Protect Structure and Windows dialog box named ranges and objects 67–69

OLAP (online analytical processing) tools

relationships, Power Pivot 119

online analytical processing (OLAP) tools

workbooks 1–11

copying macros between workbooks

Query Editor 93–96 8–10

Option Button control 53

custom templates 1–3

Query Editor window 94–95 displaying hidden tabs on ribbon 5–6

OR function 76–78

Query Settings pane 94 referencing data in another workbook

outflow, financial functions 90

Query Tools Query tab 95 4–5

referencing data in another worksheet

Page Field 108

R2 values 101 structured references, tables 5–7

Page Layout tab 44

Range_lookup argument 72 versions 10–11

passwords

manual calculation options 13

protecting workbooks 14–16

ranges

strong passwords 14

Manual Calculation worksheet 12

defined 63

naming data ranges 63–64 MATCH function 78–79

Paste List button 68

Recently Used button 77 menus

Paste Name dialog box 68

Recommended Charts tab 105 Conditional Formatting 40

Paste Names command 67

Recommended PivotTables button 107

Index

Recommended PivotTables dialog box 107

hidden, displaying on ribbon 5–6 recording macros 49–52

Share Workbook command 17

Share Workbook dialog box 22

Home 117

Record Macro dialog box 49

Advanced tab 17–18

Info 11

Input Message 37 records, grouping in PivotTables 110–111

Editing tab 23

Insert 105, 113 Recover Unsaved Workbooks button 11

Show group 111

Number 30

referencing data, managing workbooks

Page Layout 44 workbooks 4–5

Show Queries button 95

PivotChart Tools Design 114 worksheets 3–4

Slicer button 108

PivotChart Tools Format 113 rejecting changes, Track Changes feature

slicers, adding to PivotTables 108–110

PivotTable Tools Analyze 96, 108, 111 20–21

Slicer Tools Options tab 108-109

PivotTable Tools Design 107, 111 relationship management, Power Pivot 119

Source box 38

Power Pivot 117 Remove Columns button 94

Spin Button control 53

Protection 13

Query Tools Query 95 removing shared status, workbooks 21–23

statistical operations 79

Recommended Charts 105 reports, PivotTable 106–108

Stop Recording button 50

strong passwords 14

Review 17

Resolve Conflicts dialog box 19

structured references, tables (managing

Settings 37

reviewing workbooks

Slicer Tools Options 108–109 removing shared status 21–23

workbooks) 5–7

Table Tools Design 67, 117 setting calculation options 11–13

Style dialog box 48

Timeline Tools Options 109

Track Changes 17–21 Transform 94

styles, applying to PivotCharts 114–115

Styles group 40, 117

Review tab 17

Task Manager window 10 ribbon, displaying hidden tabs 5–6

Subtotals button 111

SUMIFS function 79–82

templates

Row_index_num argument 74

creating custom templates 1–3 rules

Summary button 90

custom chart templates 104–106 conditional formatting 41–43

Symbol button 57

Templates group 105 naming ranges 65

Symbol dialog box 57

Rules Manager 41

syntax

Text Box button 113

AND function 76

Text Box control 53

Texture button 105 Save As dialog box 16, 51

AVERAGEIFS function 79

COUNTIFS function 79

themes 44–45

Save Chart Template dialog box 105 Themes button 2

HLOOKUP function 74

Savon theme 44 Themes gallery 44

IF function 75

NOT function 76

Scenario Manager tool 88–90

Themes group 44 Scenario Summary report 90

OR function 76

Timeline button 109 Scenario Values dialog box 89

reference to fields in a table 66

timeline slicers 109–110 Scope list 64

SUMIFS function 79

Timeline Styles group 109 Scroll Bar control 53

VLOOKUP function 72

Timeline Tools Options tab 109 Secondary Axis option button 104

TODAY function 69

Table_array values 72

security Toggle Button control 53

TableName[FieldName] syntax 5, 66

protecting workbooks 14–16 tools, data analysis/business intelligence

Table Name text box 117

protecting worksheets 13–14 Consolidate Data 86–88

Select Changes to Accept or Reject dialog financial functions 90–92 box 21

tables

assigning names to 65–67

Get & Transform Data options 93–96

serialized dates 69 OLAP tools 96–97

structured references (managing work-

serial numbers 69 What-If Analysis 88–90

books) 5–7

Tools options, Save As dialog box 16 Series dialog box 35

Tables group (Power Pivot tab) 117

Trace Dependents 82–83 Series Options button 103

Table Tools Design tab 67, 117

Trace Precedents 82–83 setting calculation options 11–13

tabs

Track Changes command 17 Settings tab 37

Advanced 17–18

Track Changes feature Shape Effects button 104

All Charts 105

Chart Tools Design 2

accepting/rejecting changes from other removing shared status 21–23

shared workbooks

Chart Tools Format 104–105

users 20–21 Track Changes feature 17–21

Data 36

Developer

deleting changes 20 inserting tracked changes 18–20

accepting/rejecting changes from other

adding to the ribbon 49

Transform tab 94 users 20–21

displaying on ribbon 7–8

Trendline Options button 102 deleting changes 20

Editing 23

inserting tracked changes 18–20

Error Alert 37

trendlines, adding to charts 101–103

136

Index

troubleshooting, formulas and functions preparing for internationalization 57 checking for errors and evaluating formu-

protecting 14–16 las 83–85

referencing data 4–5 Trace Precedents and Trace Dependents

reviewing 82–83

removing shared status 21–23 Watch Window 85–86

Track Changes 17–21 Trust Center dialog box 52

setting calculation options 11–13 turning on/off Track Changes 17

worksheets

Circular References 12

DASHBOARD 2 Unprotect Shared Workbook button 17

History 22 Manual Calculation 12

Use in Formula button 68 protecting 13–14

V referencing data 3–4 validation of data, specifying criteria 36–39

Value Field Settings dialog box 107 Zoom setting, custom templates 2 VBE (Visual Basic Editor) 8 versions, managing workbook versions

10–11 View tab 116 Visual Basic button 8 Visual Basic Editor (VBE) 8 Visual Basic for Applications window 50 VLOOKUP formulas 115 VLOOKUP function 72–74

What-If Analysis tools 88–90 Window group (View tab) 116 windows

Navigator 94 Power Pivot 117–118

calculated columns 122–123 Diagram View 121

Project Explorer (VBE) 9 Properties 54 Query Editor 94–95 Task Manager 10 Visual Basic for Applications 50

Workbook Queries pane 95 workbooks

creating custom elements 43 cell styles 47–48 color formats 45–47 font formats 47 form controls 52–57 macros 49–52 themes 44–45

managing copying macros between workbooks 8–10 custom templates 1–3 displaying hidden tabs on ribbon 5–6 referencing data in another workbook

4–5 referencing data in another worksheet 3–4 structured references, tables 5–7 versions 10–11

Create Advanced Formulas