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All in use for Excel 2016 for all level and all working environment. Beginner to Professional for the use in practical work. Best seller book for the technical skills for dummies. Excel 2016, all tool addin and skills for pro.
Excel 2016 ® ALL‐IN‐ONE by Greg Harvey, PhD Excel® 2016 All‐in‐One For Dummies® Published by: John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030‐5774, www.wiley.com Copyright © 2016 by John Wiley & Sons, Inc., Hoboken, New Jersey Published simultaneously in Canada 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 the prior written permission of the Publisher 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 Trademarks: Wiley, For Dummies, the Dummies Man logo, Dummies.com, Making Everything Easier, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc and may not be used without written permission Microsoft and Excel are registered trademarks of Microsoft Corporation All other trademarks are the property of their respective owners John Wiley & Sons, Inc is not associated with any product or vendor mentioned in this book 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 WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT MAY MAKE FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES 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, 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 For technical support, please visit www.wiley.com/techsupport Wiley publishes in a variety of print and electronic formats and by print‐on‐demand Some material included with standard print versions of this book may not be included in e‐books or in print‐on‐demand If this book refers to media such as a CD or DVD that is not included in the version you purchased, you may download this material at http://booksupport.wiley.com For more information about Wiley products, visit www.wiley.com Library of Congress Control Number: 2015952186 ISBN 978‐1‐119‐07715‐2 (pbk); ISBN 978‐1‐119‐07727‐5 (ePub); ISBN 978‐1‐119‐07722‐0 (ePDF) Manufactured in the United States of America 10 Contents at a Glance Introduction Book I: Excel Basics 11 Chapter 1: The Excel 2016 User Experience 13 Chapter 2: Customizing Excel 2016 43 Book II: Worksheet Design 75 Chapter 1: Building Worksheets 77 Chapter 2: Formatting Worksheets 127 Chapter 3: Editing and Proofing Worksheets 185 Chapter 4: Managing Worksheets 233 Chapter 5: Printing Worksheets 269 Book III: Formulas and Functions 297 Chapter 1: Building Basic Formulas 299 Chapter 2: Logical Functions and Error Trapping 341 Chapter 3: Date and Time Formulas 363 Chapter 4: Financial Formulas 379 Chapter 5: Math and Statistical Formulas 393 Chapter 6: Lookup, Information, and Text Formulas 413 Book IV: Worksheet Collaboration and Review 435 Chapter 1: Protecting Workbooks and Worksheet Data 437 Chapter 2: Using Hyperlinks 459 Chapter 3: Sending Workbooks Out for Review 467 Chapter 4: Sharing Workbooks and Worksheet Data 495 Book V: Charts and Graphics 519 Chapter 1: Charting Worksheet Data 521 Chapter 2: Adding Graphic Objects 553 Book VI: Data Management 581 Chapter 1: Building and Maintaining Data Lists 583 Chapter 2: Filtering and Querying a Data List 607 Book VII: Data Analysis 649 Chapter 1: Performing What-If Scenarios 651 Chapter 2: Performing Large-Scale Data Analysis 675 Book VIII: Macros and VBA 721 Chapter 1: Recording and Running Macros 723 Chapter 2: VBA Programming 735 Index 759 Table of Contents Introduction About This Book Foolish Assumptions How This Book Is Organized Book I: Excel Basics Book II: Worksheet Design Book III: Formulas and Functions Book IV: Worksheet Collaboration and Review Book V: Charts and Graphics Book VI: Data Management Book VII: Data Analysis Book VIII: Macros and VBA Conventions Used in This Book Icons Used in This Book Where to Go from Here Book I: Excel Basics 11 Chapter 1: The Excel 2016 User Experience 13 Excel 2016’s Sleek Look and Feel 13 Excel’s Start Screen 14 Excel’s Ribbon User Interface 16 Going behind the scenes to Excel’s Backstage view 17 Ripping through the Ribbon 21 Adjusting to the Quick Access toolbar 26 Fooling around with the Formula bar 28 What’s up with the Worksheet area? 29 Taking a tour of the status bar 34 Getting Help 35 Show‐and‐tell help with the Tell Me feature 35 Using the Excel online help 36 Launching and Quitting Excel 37 Starting Excel from the Windows 10 Start menu 38 Starting Excel from the Windows 10 Ask Me Anything text box 39 Telling Cortana to Start Excel 2016 for you 39 Starting Excel from the Windows Start screen 39 Starting Excel from the Windows Start menu 40 When it’s quitting time 41 vi Excel 2016 All-in-One For Dummies Chapter 2: Customizing Excel 2016 43 Tailoring the Quick Access Toolbar to Your Tastes 43 Adding Ribbon commands to the Quick Access toolbar 44 Adding non-Ribbon commands to the Quick Access toolbar 45 Adding macros to the Quick Access toolbar 46 Exercising Your Options 47 Changing some of the more universal settings on the General tab 47 Changing common calculation options on the Formulas tab 50 Changing correction options on the Proofing tab 52 Changing various save options on the Save tab 53 Changing the Office 2016 language preferences 56 Changing a whole lot of other common options on the Advanced tab 57 Customizing the Excel 2016 Ribbon 63 Using Office Add-ins 68 Using Excel’s Own Add-Ins 70 Managing the standard Excel add-ins 72 Managing Excel COM add-ins 73 Purchasing third-party add-ins 74 Book II: Worksheet Design 75 Chapter 1: Building Worksheets 77 Designer Spreadsheets 77 Take it from a template 78 Designing a workbook from scratch 84 It Takes All Kinds (Of Cell Entries) 87 What’s in a label? 88 What’s the value? 90 Data Entry 101 94 Data entry keyboard style 95 Doing data entry with the Touch keyboard 96 You AutoComplete this for me 98 You AutoCorrect this right now! 99 Constraining data entry to a cell range 101 Getting Excel to put in the decimal point 102 You AutoFill it in 102 Saving the Data 117 Saving workbooks in other commonly used file formats 120 Changing the default file location 122 Saving a new workbook in the old file format 123 Document Recovery to the Rescue 124 Table of Contents vii Chapter 2: Formatting Worksheets 127 Making Cell Selections 128 Selecting cells with the mouse 129 Selecting cells by touch 131 Selecting cells with the keyboard 131 You AutoSelect that range! 132 Selecting cells with Go To 134 Name that range! 135 Adjusting Columns and Rows 136 You AutoFit the column to its contents 137 Adjusting columns the old fashioned way 138 Setting a new standard width 139 Hiding out a column or two 139 Rambling rows 140 Formatting Tables from the Ribbon 141 Formatting Tables with the Quick Analysis Tool 145 Formatting Cells from the Ribbon 146 Formatting Cell Ranges with the Mini-Toolbar 150 Using the Format Cells Dialog Box 151 Assigning number formats 151 Altering the alignment 159 Fancy fonts and colors 163 Basic borders, fills, and patterns 166 Hiring Out the Format Painter 171 Using Cell Styles 172 Using the Number Format cell styles 173 Defining a custom cell style by example 173 Creating a new cell style from scratch 174 Merging styles into other workbooks 175 Conditional Formatting 176 Graphical conditional formatting 177 Formatting with the Quick Analysis tool 178 Identifying particular values or text entries in a cell range 178 Highlighting duplicate values in a cell range 182 Creating your own conditional formatting rules 182 Managing conditional formatting rules 183 Chapter 3: Editing and Proofing Worksheets 185 Opening a Workbook 186 Using the Open screen in the Backstage view 186 Using the Open dialog box 189 Opening more than one workbook at a time 191 Finding misplaced workbooks 191 Using the other Open options 192 viii Excel 2016 All-in-One For Dummies Cell Editing 101 192 Undo and Redo 194 Get that out of here! 196 Can I just squeeze this in here? 198 A Spreadsheet with a View 200 “Zoom, zoom, zoom” 201 Freezing window panes 203 Saving custom views 206 Copying and Moving Stuff Around 207 Doing it with drag-and-drop 208 Carried away with cut-and-paste 210 Find and Replace This Disgrace! 218 Finding stuff 218 Finding and replacing stuff 221 Spell Checking Heaven 223 Changing the spelling options 225 Adding words to the custom dictionary 225 Looking Up and Translating Stuff 227 Marking Invalid Data 227 Eliminating Errors with Text to Speech 229 Chapter 4: Managing Worksheets 233 Reorganizing the Worksheet 233 Inserting and deleting columns and rows 234 Eradicating columns and rows 235 Adding new columns and rows 236 Splitting the worksheet into panes 236 Outlining worksheets 240 Reorganizing the Workbook 249 Renaming sheets 250 Designer sheets 251 Adding and deleting sheets 253 Changing the sheets 254 Group editing 254 “Now you see them; now you don’t” 255 Opening windows on different sheets 256 Working with Multiple Workbooks 260 Comparing windows on different workbooks 260 Transferring data between open windows 260 Transferring sheets from one workbook to another 261 Consolidating Worksheets 263 Consolidating by position 264 Consolidating by category 268 Linking consolidated data 268 Index printing row headings, 205, 278, 282–285 range names based on headings of, 328–329, 331–332 selecting, 130 switching in charts, 529, 531 transposing column headings to, 216–217 transposing headings to columns, 216–217 ROWS function, 405, 422 RTD function, 422 rulers, 60, 273–274 S sales_table argument, 405–407 salvage argument, 386–387 saving changing default save location, 122–123 in earlier formats, 123–124 file formats for, 120–122 with File menu, 117–118 with hot key combination, 117– 118 locally, 118–119 renaming files for, 119 Save As dialog box, 118–120 Save As screen (Backstage view), 117–118 Save button (Quick Access toolbar), 117–118 scatter (X,Y) charts, 526 scenarios allowing users to edit, 448 changing cells, 658 creating summary reports, 662–663 displaying specific, 661 merging, 662 modifying input values, 661 modifying names, 661–662 naming, 658–659 overview, 658 protection, 660 removing, 662 screenshots automatic hyperlink creation for, 59 inserting, 562, 578–579 ScreenTips for hyperlinks, 463 preferences for, 48 scroll bars, 30, 32–33 Scroll Lock key, 31–32 second argument, 376 SECOND function, 377 Sensitivity reports, 673 serial_number argument, 369, 373, 377 series formulas, 522 set cell, 664 settlement argument, 390–392 shapes effects, 535 fill, 535 height, 537 inserting, 535, 562 outline, 535 styles, 535 text boxes, 570 width, 537 787 Share option (Backstage view), 20 SharePoint allowing as save location, 55 default draft save location, 55–56 significance argument, 397–398 Single File Web Page (.mhtml; mhtm) format, 121 SkyDrive, 55 See also OneDrive Skype IM, 500 Skype meetings, 500–501 SLN function, 387–388 Smart Lookup feature, 227 SmartArt adding text to, 577 formatting, 577 inserting, 562, 575–576 social media, connecting to accounts, 21 Solver add-in utility constraint cells, 666, 668–669 creating reports, 673 defining problem, 667–669 loading model problem, 672 objective cell, 666–667 options for, 670–672 overview, 73, 665–666 saving model problem, 672 solving problem, 669–670 using with scenarios, 666 variable cells, 666–667 788 Excel 2016 All-in-One For Dummies sorting ascending and descending sort orders, 594 by cell icon, 603 columns, 599–602 by fill color, 603 by font color, 602–603 on multiple fields, 595–599 PivotTables, 694 on single field, 595 space (intersection operator), 306, 333 sparklines adding, 549–550 defined, 549 editing, 550 formatting, 550 Spell Check feature actions to correct unknown words, 224 changing spelling options, 225 current worksheet, 224 custom dictionaries accessing, 225 adding words to, 225–226 editing words in, 227 removing words from, 227 overview, 223–224 preferences for, 53 repeated words, 225 spreadsheets See worksheets SQL Server, 630, 640 SQRT function, 399 Standard toolbar (Visual Basic Editor), 737– 738 Start screen overview, 14–15 setting to display on launch, 50 start_date argument, 371–372, 374 start_period argument, 390–391 statistic charts, 526 statistical functions AVERAGE, 404–405 COUNT, 406–407 COUNTA, 406, 408–409 COUNTBLANK, 407 COUNTIF, 409–410 MAX, 404–405 MIN, 404–405 overview, 403–406 status bar AutoCalculate indicator, 34 defined, 16–17 Layout selector, 35 Mode indicator, 34 recording macros, 35 Zoom slider, 35 StdDev function (PivotTables), 697 StdDevp function (PivotTables), 697 stock charts, 525 string operations, 429 subtotaling data, 603–606 subtraction (negation) operator (–), 306, 308 SUM function, 263, 302–304, 399–400 sum_range argument, 400–401 SUMIF function, 400–402 SUMIFS function, 400– 403 summary reports, 662–663 surface charts, 526 SYD function, 387–388 T TABLE function, 655–656 table_array argument, 414 table_data argument, 409–410 tables See also PivotTables formatting with Format as Table feature AutoFilter buttons in header row, 143–144 banded columns and rows, 144 defined, 141 Live Preview feature, 144 row headings, 144 selecting cell ranges, 141, 143 Table Styles gallery, 141–143 Total row, 144 formatting with Quick Analysis tool, 145 outlining, 240 what-if analysis creating one-variable data tables, 652–655 creating two-variable data tables, 655–656 defined, 651 overview, 652 Take a Tour template, 15 TBILLEQ function, 392 TBILLPRICE function, 392 Index TBILLYIELD function, 392 templates comments for, 84 creating, 83–84 creating for workbooks, 83–84 creating workbooks from downloading templates, 80 overview, 77–78 replacing placeholder entries, 80–81 saving as new template file, 79, 81–82 saving changes, 81 searching for templates, 78–79 default personal templates location, 55, 83 file formats for, 80, 82 overview, 14–15 protecting, 445 saving customized charts as, 547–548 text (.txt) formats, 122 text argument, 430 text boxes adding arrows to, 572–573 adding text to, 569 aligning text, 570 bold text, 569 comments versus, 569 creating, 568 defined, 568 deleting text, 571–572 editing shape of, 570 editing text, 571 effects, 570–571 fill, 570–571 font color, 569 font size, 569 fonts, 569 indentation, 570 italic text, 569 margins, 571 orientation, 570 outline, 570–571 spell checking, 571 underlined text, 569 WordArt, 570 text entries (labels), 88–90 TEXT function, 430 text functions concatenation operator (&), 433–434 DOLLAR, 430 LOWER, 430 overview, 429 PROPER, 430–432 TEXT, 430 UPPER, 430 VALUE, 430 text operators, 306 themes colors, 579 effects, 579 for Excel screen borders, 49 fonts, 579 saving, 580 selecting, 579 thesaurus, 227 tick marks, 522 TIME function, 376 time functions HOUR, 377 MINUTE, 377 NOW, 375–376 SECOND, 377 789 TIME, 376 TIMEVALUE, 376–377 time_text argument, 376 TIMEVALUE function, 376–377 title argument, 744–745 titles adding, 538–539 alignment, 544 editing, 541 effects, 544 fill, 543 moving, 538–539 outline, 543 text direction, 544 TODAY function, 310– 311, 367, 586 touchscreens adjusting column width, 138 adjusting row height, 140 annotating with digital ink adding comments, 492 changing color, 491 changing line weight, 491 changing pen type, 491 circling, 492 erasing, 492 hiding/displaying annotations, 493 highlighting, 491 sharing annotations, 493 AutoFill feature, 105 comments, 488 displaying mini-toolbar, 151 formulas, 318 790 Excel 2016 All-in-One For Dummies touchscreens (continued) graphic objects, 555 moving cells, 209 navigating between cells, 33 online help, 36 quitting Excel 2016, 41 range names, 325 selecting cells, 131, 136 selecting Ribbon commands, 17, 25–26 zooming, 201 TRANSPOSE function, 422–424 TRUE function, 343 TRUNC (Truncate) function, 396 t-Test, 410 two-dimensional arrays, 320 two-variable data tables entering input values, 655–656 setting up master formula, 655 updating table, 656 txt (text) formats, 122 type argument, 382–383, 390 TYPE function, 428 U UDFs See user-defined functions UNC (Universal Naming Convention) addresses, 466 underlined text, 147, 149, 163, 165 Undo button, 194–196 union operator (,), 306 Universal Naming Convention (UNC) addresses, 466 Universal Resource Locator (URL) addresses, 460, 462, 466 UPPER function, 430 user information user name, setting, 49 viewing, 20–21 user interface background pattern, 21 Backstage view Account screen, 20–21 defined, 13 Export screen, 20 Info screen, 18–20 New screen, 20 opening, 17 Print option, 20 Publish option, 20 returning to worksheet from, 18 Share option, 20 color of, 14 Formula bar cell addresses, 28–29 Cell contents section, 28 defined, 16–17, 28 Insert Function (fx) button, 28 Name box, 28–29 Quick Access toolbar adding buttons to, 27 adding commands from previous versions of Excel to, 46 adding macros to, 46 adding non-Ribbon commands to, 44 adding Ribbon commands to, 44 defined, 16–17 displaying beneath Ribbon, 27–28, 45–46 grouping commands on, 44–45 Redo button, 27 repositioning commands on, 44 Save button, 26 Touch/Mouse Mode button, 27, 44 Undo button, 26 redesign of, 13–14 Ribbon adding custom tabs, 65–68 command buttons, 22 contextual tabs, 24 Data tab, 24 Developer tab, adding, 24–25 dialog box launchers, 22 displaying hot key combinations, 68 File tab, 16 Formulas tab, 23 general discussion, 13 groups, 21–22 hiding tabs, 64 Home tab, 23 Insert tab, 23 minimizing, 22–23 Page Layout tab, 23 pinning, 22 redisplaying, 22 removing contextual tab groups, 65 Index removing tab groups, 64 reordering contextual tab groups, 65 reordering tab groups, 64 reordering tabs, 64 restoring original tab groups, 65 restoring original tabs, 65 Review tab, 24 selecting commands on touchscreens, 25–26 selecting commands with hot key combinations, 25–26 selecting commands with mouse, 25 tabs, defined, 21–22 View tab, 24 Start screen, 14–15 status bar AutoCalculate indicator, 34 defined, 16–17 Layout selector, 35 Mode indicator, 34 recording macros, 35 Zoom slider, 35 views Live Preview, 13 Normal view, 35 Page Break Preview, 35 Page Layout view, 13, 35 selecting, 35 Worksheet area, 16–17, 29 user-defined functions (UDFs) adding descriptions, 751–753 creating module sheet, 750 defined, 735 entering formulas, 750–751 naming custom function and arguments, 750 overview, 750 saving, 751 saving in add-in files, 755–758 using, 753–755 V value arguments, 343, 406, 428–429 #VALUE! error value, 342, 358 VALUE function, 430 value_if_error argument, 343 value_if_false argument, 343–347 value_if_na argument, 343 value_if_true argument, 343–347 values See numeric entries values argument, 392 Var function (PivotTables), 697 variable cells, 666–667 Varp function (PivotTables), 697 VBA See Visual Basic for Applications 791 VBA For Dummies (Mueller), 735 VBE See Visual Basic Editor VeriSign, 470 View Side by Side command comparing windows on different workbooks, 260 horizontally, 256–259 more than two windows, 258 overview, 256 resizing active window, 258 synchronized scrolling, 258 window arrangements, 259 View tab, 24 views default, setting, 49 Live Preview defined, 13 enabling/disabling, 48 formatting tables, 144 previewing formatting, 128 Normal view, 35 Page Break Preview, 35, 292–295 Page Layout view, 13, 35, 273–274 selecting, 35 Visual Basic Editor (VBE) macros adding Developer tab, 736 adding dialog box to change input, 744–747 792 Excel 2016 All-in-One For Dummies Visual Basic Editor (VBE) (continued) changing settings for VBA properties, 742–743 components of editor, 736–738 editing macros, 738–740 error checking, 749– 750 finding and replacing code, 740–742 module sheets, 738 opening editor, 736 overview, 724, 735 process for, 748–749 renaming modules, 738 user-defined functions adding descriptions, 751–753 creating module sheet, 750 defined, 735 entering formulas, 750–751 naming custom function and arguments, 750 overview, 750 saving, 751 saving in add-in files, 755–758 using, 753–755 Visual Basic for Applications (VBA) macros adding Developer tab, 736 adding dialog box to change input, 744–747 changing settings for VBA properties, 742–743 components of editor, 736–738 editing macros, 738–740 error checking, 749– 750 finding and replacing code, 740–742 module sheets, 738 opening editor, 736 overview, 735 process for, 748–749 renaming modules, 738 user-defined functions adding descriptions, 751–753 creating module sheet, 750 defined, 735 entering formulas, 750–751 naming custom function and arguments, 750 overview, 750 saving, 751 saving in add-in files, 755–758 using, 753–755 VLOOKUP function arguments, 414–415 syntax, 414 tip table, 415–416 W watch list, 350 waterfall charts, 525 Web Page (.html; htm) format, 121, 515–516 WEEKDAY function, 369–370 WEEKNUM function, 373–374 Welcome to Excel workbook, 15 what-if analysis with data tables creating one-variable data tables, 652–655 creating two-variable data tables, 655–656 defined, 651 overview, 652 with goal seeking, 652, 664–665 overview, 651–652 with scenarios changing cells, 658 creating summary reports, 662–663 defined, 652 displaying specific scenarios, 661 merging scenarios, 662 modifying input values, 661 modifying names, 661–662 naming scenarios, 658–659 overview, 658 protection, 660 removing scenarios, 662 Solver add-in utility constraint cells, 666, 668–669 creating reports, 673 defining problem, 667–669 Index loading model problem, 672 objective cell, 666–667 options for, 670–672 overview, 652, 665–666 saving model problem, 672 solving problem, 669–670 using with scenarios, 666 variable cells, 666–667 Wikipedia, 227 Windows launching Excel 2016 from Start menu, 40–41 pinning Excel 2016 to Start menu, 40 to taskbar menu, 41 Windows launching Excel 2016 from Start screen, 39 pinning Excel 2016 to Start screen, 39 Windows 10 launching Excel 2016 from Ask Me Anything text box, 39 from Start menu, 38 from voice-activated online assistant (Cortana), 39 pinning Excel 2016 to Start menu, 38 redesign of user experience, 13–14 Windows Azure Marketplace, 630, 640, 706 Word 2016 embedding Excel data by copying and pasting, 509 by dragging and dropping, 507–509 editing embedded data, 509 gridlines, 509 linking Excel data by copying and pasting, 509–511 editing linked data, 510 overview, 506 tables, 506 WordArt effects, 536 fill, 536 inserting, 573–575 outline, 536 styles, 536 text boxes, 570 workbooks See also cells; worksheets adding worksheets to, 253 annotating with digital ink on touchscreens adding comments, 492 changing color, 491 changing line weight, 491 changing pen type, 491 circling, 492 erasing, 492 hiding/displaying annotations, 493 highlighting, 491 sharing annotations, 493 changing default number of worksheets, 253 793 comments adding, 488 closing, 490 deleting, 491 editing, 489–490 fonts, 489–490 formatting, 489–490 hiding/displaying, 488–489 repositioning, 489–490 resizing, 489–490 restoring deleted, 491 with touchscreens, 488 copying worksheets, 254 creating blank, 77, 87 creating from scratch economy of design, 85 finalizing design, 87 functionality of design, 85–86 planning layout, 84–85 creating from templates downloading templates, 80 overview, 77–78 replacing placeholder entries, 80–81 saving as new template file, 79, 81–82 saving changes, 81 searching for templates, 78–79 creating templates for, 83–84 display preferences, 57 draft versions of, 19 file properties of collaborator information, 19 dates, 19 794 Excel 2016 All-in-One For Dummies workbooks (continued) editing, 19 viewing, 20 group editing worksheets, 254–255 inspecting for hidden metadata, 19 moving worksheets, 254 navigating between worksheets, 249–250 opening with Open dialog box, 189–192 with Open screen (Backstage view), 186–189 opening folder containing, 20 password protection after protecting worksheets, 456–457 changing passwords, 443–444 creating passwords, 438–439 creating passwords for modifying, 439–440 creating passwords for opening, 439–441 deleting passwords, 444 entering password to modify files, 443 entering password to open files, 441–442 forgotten passwords, 442 overview, 19, 437–438 removing, 442 setting password from Info screen, 440–441 setting password when saving, 438–440 for shared workbooks, 457–458 preparing for distribution accessibility, 468 digital signatures, 469–470 display options for web browsers, 469 Document Inspector, 468 editing private copies, 468 format compatibility, 468 overview, 467–468 properties (metadata), 469 recovering unsaved versions, 469 publishing to Power BI, 20 removing worksheets from, 254 reviewing, 467 saved on OneDrive, editing modifying elements unsupported by Excel Online, 504 overview, 501 saving changes, 503 selecting workbook, 502–503 saved on OneDrive, sharing creating links, 498–499 e-mailing invitations with links, 496–498 general discussion, 495 saving to OneDrive, 20 searching for, 186 sharing advantages of, 474 with change tracking, 474, 480–483 converting formatted tables into normal cell ranges, 474 earlier versions of Excel and, 475 with file sharing, 474, 476–479, 487–488 filename with [Shared] indicator, 475 general discussion, 495 merging changes, 484–486 opening unshared workbooks that are already open on another computer, 475 unenabled tasks, 475–476 via e-mail, 496–499 via links, 498–499 via Skype IM, 500 via Skype meetings, 500–501 sharing data by exporting, 513–518 overview, 505 via embedding, 505– 509, 511–512 via links, 505–506, 509–512 Index viewing in web browsers, 19, 61, 469, 513, 516–518 viewing side by side overview, 260 transferring data between windows, 260–261 transferring worksheets between workbooks, 261–262 WORKDAY function, 374 Worksheet area, 16–17, 29 worksheets See also cells; workbooks activating, 34 adding, 33, 253 background adding graphics to, 252 removing graphics from, 253 changing default number of, 253 color-coding assigning colors, 251 removing colors, 251 consolidating by category, 268 linking consolidated data, 268 overview, 263 by position, 264–267 selecting cell or cell range for, 263–264 copying, 254 creating, 15 default number of, setting, 49 deleting columns and rows, 235 display preferences, 57 Freeze Panes feature freezing columns and rows, 203–204 overview, 200 unfreezing, 205 group editing, 254–255 headers and footers adding, 286 adding custom, 288–291 adding ready-made, 286–288 centering, 286 dates and times, 289 defined, 285–286 different for first page, 291–292 different for odd and even page, 292 graphics, 289 page numbering, 288–289 hiding/displaying, 255–256 inserting add-ins into, 70 inserting columns and rows avoiding deletions and splitting data by, 234 individually, 236 multiple, 236 moving, 254 navigating around, 29–33 with Go To dialog box, 30 with hot key combinations, 30–31 with Name box, 29 795 with scroll bars, 30, 32–33 with touchscreens, 33 navigating between, 33–34, 249–250 Outline feature applying styles, 242–244 creating outlines, 240–242 custom views, 249 hiding/displaying specific levels, 244–246 manually adjusting levels, 246–247 outline symbols and functions of, 242 overview, 240 removing outlines, 247–249 page breaks, displaying, 60 Print Titles feature, 205 printing from Backstage view, 270–276 formulas in reports, 295 overview, 269 page breaks, 292–295 with Quick Print button, 276–277 setting up page for, 277–285 protecting assigning password, 448–449 data entry in unlocked cells, 454–456 default editing and display status, 444 796 Excel 2016 All-in-One For Dummies worksheets (continued) enabling cell range editing by users, 450–454 Hidden Protection format, 444–446 Locked Protection format, 444–446 overview, 446–447 removing protection, 449 selecting allowed actions, 447–448 templates, 445 removing from workbooks, 254 renaming, 250–251 splitting into panes four panes, 237 freezing panes, 239 horizontal panes, 237 overview, 236 removing panes, 239 synchronized scrolling, 238 vertical panes, 237 viewing side by side horizontally, 256–259 more than two windows, 258 overview, 256 resizing active window, 258 synchronized scrolling, 258 window arrangements, 259 views creating custom, 206–207 displaying custom, 207 zooming overview, 200 with scroll wheel, 202 with touchscreens, 201 with Zoom slider, 201–202 with Zoom to Selection button, 201, 203 wrapping text, 147, 160–162, 584 X XIRR function, 392 xls (Excel 97-2003 Workbook) format, 121, 123–124, 513 xlsm (Excel MacroEnabled Workbook) format, 121 xlsx (Excel Workbook) format, 121, 123–124, 513 xltx (Excel Template; Excel Macro-Enabled Template) format, 121 xml (XML Data) format, 121 XML Data Import, 630, 640 XML Paper Specification Viewer, 515 XNPV function, 392 XOR function, 343 xpos argument, 744 xps (XML Paper Specification) format, 122, 513–515 Y year argument, 368 YEAR function, 369–370, 586 YEARFRAC (Year Fraction) function, 374–375 YIELD function, 392 YIELDDISC function, 392 YIELDMAT function, 392 yld argument, 391–392 ypos argument, 744 Z Zoom slider (status bar), 35 About the Author Greg Harvey has authored tons of computer books, the most recent being Excel 2016 For Dummies He started out training business users on how to use IBM personal computers and their attendant computer software in the rough‐and‐tumble days of DOS, WordStar, and Lotus 1‐2‐3 in the mid‐80s of the last century After working for a number of independent training firms, he went on to teach semester‐long courses in spreadsheet and database management software at Golden Gate University in San Francisco His love of teaching has translated into an equal love of writing For Dummies books are, of course, his all‐time favorites to write because they enable him to write to his favorite audience, the beginner They also enable him to use humor (a key element to success in the training room) and, most delightful of all, to express an opinion or two about the subject matter at hand Dedication To all the students in my different computer classes who taught me so much about what’s really important and what’s not when it comes to using computer software Author’s Acknowledgments I am always so grateful to the many people who work so hard to bring my book projects into being, and this one is no exception If anything, I am even more thankful for their talents, given the size and complexity of an All‐in‐One This time, special thanks are in order to Andy Cummings and Katie Mohr for giving me this opportunity to write (and write and write) about Excel in this great All‐in‐One format Next, I want to express great thanks to my project editor, Kelly Ewing Thanks also go to Mike Talley for the great technical edit, to Suresh Srinivasan for coordinating the book’s production, and to everybody at Wiley Publishing Publisher’s Acknowledgments Senior Acquisitions Editor: Katie Mohr Production Editor: Suresh Srinivasan Project Editor: Kelly Ewing Cover Image: ©Getty Images/geopaul Technical Editor: Mike Talley Editorial Assistant: Claire Brock Sr Editorial Assistant: Cherie Case WILEY END USER LICENSE AGREEMENT Go to www.wiley.com/go/eula to access Wiley’s ebook EULA ... Excel 2016 ® ALL‐IN‐ONE by Greg Harvey, PhD Excel® 2016 All‐in‐One For Dummies Published by: John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030‐5774, www.wiley.com Copyright © 2016. .. names to existing formulas 331 Adding Linking Formulas 334 Controlling Formula Recalculation 335 Circular References 337 x Excel 2016 All-in-One For Dummies Chapter... excel2016aioupdates Book I Excel Basics Visit www .dummies. com for great Dummies content online Contents at a Glance Chapter 1: The Excel 2016 User Experience 13 Excel 2016 s