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617 Excel Mysteries Solved

Bill Jelen

Holy Macro! Books

PO Box 541731, Merritt Island FL 32953

Power Excel with MrExcel - 2017 Edition © 2017 by Bill Jelen

All rights reserved. No part of this book may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information or storage retrieval system without written permission from the publisher.

All terms known in this book known to be trademarks have been appropriately capitalized.

Trademarks are the property of their respective owners and are not affiliated with Holy

Macro! Books

Every effort has been made to make this book as complete and accurate as possible, but no warranty or fitness is implied. The information is provided on an “as is” basis. The authors and the publisher shall have neither liability nor responsibility to any person or entity with respect to any loss or damages arising from the information contained in this book.

Printed in USA by Hess Print Solutions First Printing: November 2016 Author: Bill Jelen

Cover Design: Shannon Mattiza, 6Ft4 Productions

Interior Illustrations: Bob DAmico, Millennium Design Group

Cover Poster: © 2007 Hatch Show Print in Nashville. Used with Permission.

Cover Photo: Dallas Wallace, Paramount Photo

Published by: Holy Macro! Books, PO Box 541731, Merritt Island, FL 32953 Distributed by Independent Publishers Group, Chicago, IL

ISBN 978-1-61547-049-5 Print, 978-1-61547-232-1 PDF, 978-1-61547-355-7 ePub, 978-1-61547-132-4 Mobi

Library of Congress Control Number: 2016905768

 

 

TABLE OF CONTENTS

About the Author............................................................................................................................................................................

 

xiii

Dedication........................................................................................................................................................................................

 

xiii

Acknowledgments...........................................................................................................................................................................

 

xiii

Foreword...........................................................................................................................................................................................

 

xv

Why Does Office 365 Have Better Features?..................................................................................................................................

3

Which Version of Office 365 Has Power Pivot?.............................................................................................................................

3

Why Do I Have to Sign in to Excel?................................................................................................................................................

 

3

How Can I Use Excel on Dual Monitors?.......................................................................................................................................

 

4

How Can I Open The Same Workbook Twice?..............................................................................................................................

4

Find Icons on the Ribbon.................................................................................................................................................................

 

4

Where is File, Exit?............................................................................................................................................................................

 

4

Where Are My Macros?....................................................................................................................................................................

 

5

Customizing the Ribbon...................................................................................................................................................................

 

6

Go Wide..............................................................................................................................................................................................

 

8

Minimize the Ribbon to Free Up a Few More Rows.....................................................................................................................

9

Use a Wheel Mouse to Scroll Through The Ribbon Tabs...........................................................................................................

10

Why Do The Charting Ribbon Tabs Keep Disappearing?..........................................................................................................

10

Use Dialog Launchers For More Choices.....................................................................................................................................

 

10

Icon, Dropdowns, and Hybrids......................................................................................................................................................

 

10

Zoom is at the Bottom.....................................................................................................................................................................

 

11

Make Your Most-Used Icons Always Visible................................................................................................................................

12

The Excel 2003 Alt Keystrokes Still Work

 

 

(If You Type Them Slowly Enough)..............................................................................................................................................

 

14

Use Keyboard Shortcuts to Access the Ribbon............................................................................................................................

15

Why Do I Have Only 65,536 Rows?..............................................................................................................................................

 

15

Which File Format Should I Use?..................................................................................................................................................

 

16

Why Does The File Menu Cover The Entire Screen?..................................................................................................................

17

How Do I Close The File Menu?....................................................................................................................................................

 

17

Increase the Number of Workbooks in the Recent Files List.....................................................................................................

18

Change All Print Settings in Excel.................................................................................................................................................

 

18

I Just Want The Old Print Preview Back.......................................................................................................................................

 

19

Get Quick Access to Formatting Options Using the Mini Toolbar...........................................................................................

19

What Is Protected Mode?................................................................................................................................................................

 

20

Use a Trusted Location to Prevent Excel’s Constant Warnings.................................................................................................

21

My Manager Wants Me to Create a New

 

 

Expense Report from Scratch........................................................................................................................................................

 

22

Open a Copy of a Workbook..........................................................................................................................................................

 

22

Open Excel with Ctrl+Alt+X..........................................................................................................................................................

 

23

Have Excel Always Open Certain Workbook(s)..........................................................................................................................

23

Set up Excel Icons to Open a Specific File on Startup.................................................................................................................

24

Use a Macro to Customize Startup................................................................................................................................................

 

24

Control Settings for Every New Workbook and Worksheet......................................................................................................

25

Excel Says I Have Links, But I Can Not Find Them....................................................................................................................

26

Automatically Move the Cell Pointer After Enter........................................................................................................................

27

Return to the First Column After Typing the Last Column.......................................................................................................

27

Enter Data in a Circle (Or Any Pattern).......................................................................................................................................

 

28

How to See Headings as You Scroll Around a Report.................................................................................................................

28

How to See Headings and Row Labels as You Scroll Around a Report....................................................................................

30

Why is the Scrollbar Slider Suddenly Tiny?.................................................................................................................................

30

Why Won’t My Scrollbar Scroll to My Charts?............................................................................................................................

31

Jump to the Edge of the Data..........................................................................................................................................................

 

31

Jump to Next Corner of Selection..................................................................................................................................................

 

32

Ctrl+Backspace brings the Active Cell into View........................................................................................................................

32

Zoom with the Wheel Mouse.........................................................................................................................................................

 

33

Copy a Formula to All Data Rows.................................................................................................................................................

 

33

Copy the Characters from a Cell Instead­

of Copying an Entire Cell........................................................................................

33

A Faster Way To Paste Values.........................................................................................................................................................

 

34

Quickly Turn a Range on Its Side..................................................................................................................................................

 

35

Quickly Rearrange Rows Or Columns..........................................................................................................................................

 

36

Quickly Copy Worksheets..............................................................................................................................................................

 

37

v

vi

POWER EXCEL WITH MR EXCEL

Use Group Mode to Change All Worksheets...............................................................................................................................

37

Find Text Numbers..........................................................................................................................................................................

37

Why Can’t Excel Find a Number?..................................................................................................................................................

38

Mix Formatting In A Single Cell....................................................................................................................................................

40

Enter a Series of Months, Days, or More by Using the Fill Handle...........................................................................................

40

Have the Fill Handle Fill Your List of Part Numbers..................................................................................................................

42

Teach Excel to Fill A, B, C...............................................................................................................................................................

43

Add Total to the End of Jan, Feb, ... Dec.......................................................................................................................................

43

Put Date & Time in a Cell...............................................................................................................................................................

44

Use Excel as a Word Processor.......................................................................................................................................................

45

Add Excel to Word...........................................................................................................................................................................

45

Use Hyperlinks to Create an Opening Menu for a Workbook..................................................................................................

46

Spell check a Region........................................................................................................................................................................

47

Stop Excel from AutoCorrecting Certain Words.........................................................................................................................

47

Use AutoCorrect to Enable a Shortcut..........................................................................................................................................

48

Why Won’t the Track Changes Feature Work in Excel?..............................................................................................................

49

Simultaneously Collaborate on a Workbook with Excel Web App...........................................................................................

49

How to Print Titles at the Top of Each Page.................................................................................................................................

50

Print a Letter at the Top of Page 1

 

and Repeat Headings at the Top of Each Subsequent Page........................................................................................................

51

How to Print Page Numbers at the Bottom of Each Page...........................................................................................................

51

How to Make a Wide Report Fit to One Page Wide by Many Pages Tall.................................................................................

52

Add a Printable Watermark............................................................................................................................................................

53

Print Multiple Ranges......................................................................................................................................................................

54

Add a Page Break at Each Change in Customer..........................................................................................................................

54

Save My Worksheet as a PDF File..................................................................................................................................................

55

Send an Excel File as an Attachment.............................................................................................................................................

56

Save Excel Data as a Text File.........................................................................................................................................................

57

Close All Open Workbooks............................................................................................................................................................

58

I Just Closed an Unsaved Workbook.............................................................................................................................................

58

Roll Back to an AutoSaved Version...............................................................................................................................................

60

Have Excel Talk to You....................................................................................................................................................................

60

Enter Special Symbols.....................................................................................................................................................................

61

What Do All the Triangles Mean?.................................................................................................................................................

61

Why does Excel Insert Cell Addresses When I Edit In a RefEdit Box?....................................................................................

63

F4 Repeats Last Command.............................................................................................................................................................

63

Print all Excel Keyboard Shortcuts................................................................................................................................................

64

Create a Personal Macro Workbook..............................................................................................................................................

64

Macro to Toggle Positive to Negative............................................................................................................................................

65

Assign a Macro to a Shortcut Key..................................................................................................................................................

66

Assign a Macro to a Toolbar Icon..................................................................................................................................................

66

Use a Macro to Change Case to Upper, Lower, or Proper..........................................................................................................

66

Get Free Excel Help.........................................................................................................................................................................

67

Start a Formula with = or +............................................................................................................................................................

71

Three Methods of Entering Formulas...........................................................................................................................................

71

Why Does Excel 2013 Look Like A Slot Machine?......................................................................................................................

73

Use Parentheses to Control the Order of Calculations..............................................................................................................

74

Long Formulas in the Formula Bar...............................................................................................................................................

74

Copy a Formula That Contains Relative References...................................................................................................................

75

Copy a Formula While Keeping One Reference Fixed...............................................................................................................

76

Create a Multiplication Table.........................................................................................................................................................

77

Calculate a Sales Commission........................................................................................................................................................

78

Simplify the Entry of Dollar Signs in Formulas...........................................................................................................................

79

Learn R1C1 Referencing to Understand Formula Copying.......................................................................................................

80

Create Easier-to-Understand Formulas with Named Ranges....................................................................................................

82

See All Named Ranges at 39% Zoom............................................................................................................................................

83

Use Named Constants to Store Numbers.....................................................................................................................................

83

Total Without Using a Formula.....................................................................................................................................................

84

Add or Multiply Two Columns Without Using Formulas..........................................................................................................

85

Type 123 to Enter 1.23.....................................................................................................................................................................

86

Join Two Text Columns...................................................................................................................................................................

86

Concatenate Several Cells...............................................................................................................................................................

88

Join Text with a Date or Currency.................................................................................................................................................

88

Break Data Apart Using Flash Fill.................................................................................................................................................

89

Parse Data using Text to Columns.................................................................................................................................................

91

Excel Is Randomly Parsing Pasted Data........................................................................................................................................

92

TABLE OF CONTENTS

vii

I Lose Leading Zeroes From CSV Files.........................................................................................................................................

93

Open CSV File With Dates in D/M/Y Format.............................................................................................................................

93

Handle Dates in YYYYMMDD format.........................................................................................................................................

94

My G/L Software Uses a Trailing Minus for Negative Numbers...............................................................................................

94

Parse Data With Leader Lines........................................................................................................................................................

94

Parse Multi-Line Cells.....................................................................................................................................................................

96

Change Smith, Jane to Jane Smith.................................................................................................................................................

96

Convert Numbers to Text...............................................................................................................................................................

97

Fill a Cell with Repeating Characters............................................................................................................................................

97

CLEAN Hasn’t Kept Up With The Times.....................................................................................................................................

98

Add the Worksheet Name as a Title..............................................................................................................................................

98

Use AutoSum to Quickly Enter a Total Formula.........................................................................................................................

99

AutoSum Doesn’t Always Predict My Data Correctly..............................................................................................................

100

Use the AutoSum Button to Enter Averages, Min, Max, and Count.......................................................................................

102

Ditto The Formula Above.............................................................................................................................................................

102

The Count Option of the AutoSum Dropdown Doesn’t Appear to Work..............................................................................

103

Total the Red Cells.........................................................................................................................................................................

105

Automatically Number a List of Employees...............................................................................................................................

106

Automatically Number the Visible Rows....................................................................................................................................

107

Discover New Functions Using the fx Button............................................................................................................................

108

Get Help on Any Function While Entering a Formula.............................................................................................................

108

Yes, Formula Autocomplete Is Cool,

 

if You Can Stop Entering the Opening Parentheses.................................................................................................................

109

Use F9 in the Formula Bar to Test a Formula............................................................................................................................

110

Quick Calculator............................................................................................................................................................................

111

When Entering a Formula, You Get the Formula Instead of the Result.................................................................................

112

Highlight All Formula Cells Using Conditional Formatting...................................................................................................

113

You Change a Cell in Excel but the Formulas Do Not Calculate.............................................................................................

113

Calculate One Range.....................................................................................................................................................................

114

Why Use the Intersection Operator?...........................................................................................................................................

115

Understand Implicit Intersection.................................................................................................................................................

118

Find the Longest Win Streak........................................................................................................................................................

119

Add B5 On All Worksheets...........................................................................................................................................................

120

Consider Formula Speed...............................................................................................................................................................

121

Exact Formula Copy......................................................................................................................................................................

122

Calculate a Loan Payment.............................................................................................................................................................

124

Calculate Many Scenarios for Loan Payments...........................................................................................................................

124

Back into an Answer Using Goal Seek........................................................................................................................................

125

Create an Amortization Table......................................................................................................................................................

125

Do 40 What-if Analyses Quickly.................................................................................................................................................

127

Random Walk Down Wall Street.................................................................................................................................................

128

What-If For 3 Or More Variables.................................................................................................................................................

129

Rank Scores.....................................................................................................................................................................................

131

Rank a List Without Ties..............................................................................................................................................................

132

Sorting with a Formula.................................................................................................................................................................

132

Round Numbers.............................................................................................................................................................................

133

Round to the Nearest $0.05 with MROUND.............................................................................................................................

134

Round Prices to the Next Highest $5..........................................................................................................................................

134

Round 0.5 towards Even Per ASTM-E29....................................................................................................................................

134

Separate the Integer From the Decimals.....................................................................................................................................

135

Why Is This Price Showing $27.85000001 Cents?.....................................................................................................................

135

Calculate a Percentage of Total.....................................................................................................................................................

136

Calculate a Running Percentage of Total....................................................................................................................................

137

Use the ^ Sign for Exponents.......................................................................................................................................................

138

Raise a Number to a Fraction to Find the Square or Third Root............................................................................................

138

Calculate a Growth Rate...............................................................................................................................................................

139

Find the Area of a Circle...............................................................................................................................................................

140

Figure Out Lottery Probability.....................................................................................................................................................

141

Help Your Kids with Their Math..................................................................................................................................................

142

Convert Units.................................................................................................................................................................................

144

XOR Only Works Correctly for Two Values..............................................................................................................................

145

Find the Second Largest Value.....................................................................................................................................................

145

Format Every Other Row in Green..............................................................................................................................................

145

\Use IF to Calculate a Bonus........................................................................................................................................................

148

IF with Two Conditions................................................................................................................................................................

148

Tiered Commission Plan with IF.................................................................................................................................................

150

viii

POWER EXCEL WITH MR EXCEL

Display Up/Down Arrows............................................................................................................................................................

151

Stop Showing Zeroes in Cell Links..............................................................................................................................................

154

Count Records That Match a Criterion.......................................................................................................................................

155

Build a Table That Will Count by Criteria..................................................................................................................................

156

Sum Records That Match a Criterion..........................................................................................................................................

156

Can the Results of a Formula Be Used in SUMIF?....................................................................................................................

156

Calculate Based on Multiple Conditions....................................................................................................................................

157

Avoid Errors Using IFERROR......................................................................................................................................................

158

Use VLOOKUP to Join Two Tables.............................................................................................................................................

159

Every VLOOKUP Ends in False..................................................................................................................................................

160

Lookup Table Does Not Have to Be Sorted................................................................................................................................

161

Beware of #N/A from VLOOKUP...............................................................................................................................................

162

Add New Items to the Middle Of Your Lookup Table..............................................................................................................

162

Consider Naming the Lookup Table...........................................................................................................................................

162

Remove Leading and Trailing Spaces..........................................................................................................................................

162

Your Lookup Table Can Go Across.............................................................................................................................................

163

Copy a VLOOKUP Across Many Columns...............................................................................................................................

164

INDEX Sounds Like an Inane Function.....................................................................................................................................

165

You Already Know MATCH, Really!..........................................................................................................................................

165

INDEX Sounds Like an Inane Function - II...............................................................................................................................

165

VLOOKUP Left..............................................................................................................................................................................

166

Fast Multi-Column VLOOKUP...................................................................................................................................................

167

Speed Up Your VLOOKUP .........................................................................................................................................................

168

Return the Next Larger Value in a Lookup.................................................................................................................................

169

Two-Way Lookup...........................................................................................................................................................................

170

Combine Formulas into a Mega-Formula..................................................................................................................................

170

Combine Two Lists Using VLOOKUP.......................................................................................................................................

172

Watch for Duplicates When Using VLOOKUP........................................................................................................................

174

Return the Last Entry....................................................................................................................................................................

174

Return the Last Matching Value..................................................................................................................................................

176

Sum All of the Lookups.................................................................................................................................................................

177

Embed a Small Lookup Table In Formula..................................................................................................................................

178

I Don’t Want to Use a Lookup Table to Choose One of Five Choices.....................................................................................

179

Is there Something More Flexible than CHOOSE?...................................................................................................................

180

Lookup Two Values........................................................................................................................................................................

181

Add Comments to a Formula.......................................................................................................................................................

183

Create Random Numbers.............................................................................................................................................................

184

Randomly Sequence a List............................................................................................................................................................

185

Play Dice Games with Excel.........................................................................................................................................................

185

Generate Random Without Repeats............................................................................................................................................

186

Calculate a Trendline Forecast.....................................................................................................................................................

186

Forecast Data with Seasonality.....................................................................................................................................................

188

Build a Model to Predict Sales Based on Multiple Regression.................................................................................................

188

Switching Columns into Rows Using a Formula.......................................................................................................................

191

SUM a Range that is C5 Rows Tall Using OFFSET...................................................................................................................

192

Replace Volatile OFFSET with INDEX.......................................................................................................................................

194

How Can You Test for Volatility?.................................................................................................................................................

195

Whatever Happened to the @@ Function?.................................................................................................................................

195

Tables Are Like a Database in Excel............................................................................................................................................

196

Dealing with Table Formulas........................................................................................................................................................

197

Rename Your Tables......................................................................................................................................................................

198

Charts , VLOOKUP & Pivots Expand With The Table.............................................................................................................

198

Before Deleting a Cell, Find out if Other Cells Rely on It........................................................................................................

199

Calculate a Formula in Slow Motion...........................................................................................................................................

200

Which Cells Flow into This Cell?.................................................................................................................................................

200

Color all Precedents or Dependents............................................................................................................................................

200

Monitor Distant Cells....................................................................................................................................................................

201

Auditing Worksheets with Inquire..............................................................................................................................................

202

Use Real Dates................................................................................................................................................................................

203

How Can I Tell If Have Real Dates?.............................................................................................................................................

204

Convert Text Dates to Real Dates................................................................................................................................................

205

Format Dates..................................................................................................................................................................................

206

Format Dates As Quarters or Weeks...........................................................................................................................................

207

Display Monthly Dates..................................................................................................................................................................

207

Add a Column to Show Month or Weekday..............................................................................................................................

208

Calculate First of Month...............................................................................................................................................................

208

TABLE OF CONTENTS

ix

Calculate the Last Day of the Month...........................................................................................................................................

209

Calculate Invoice Due Dates.........................................................................................................................................................

211

Calculate Receivable Aging...........................................................................................................................................................

211

NOW, or TODAY?.........................................................................................................................................................................

212

Find the Last Sunday Of the Month............................................................................................................................................

213

Calculate Work Days.....................................................................................................................................................................

215

Calculate Work Days for a Farmers Market...............................................................................................................................

216

Calculate Age in Years, Months, Days.........................................................................................................................................

216

Coerce an Array of Dates from 2 Dates......................................................................................................................................

218

Use Real Times...............................................................................................................................................................................

219

Strangeness of Time Formatting..................................................................................................................................................

220

Convert Time to Decimal Hours.................................................................................................................................................

221

Calculate with Time.......................................................................................................................................................................

221

Enter Minutes and Seconds..........................................................................................................................................................

222

Convert Text to Time....................................................................................................................................................................

222

Can Excel Track Negative Time?.................................................................................................................................................

223

Fill Blanks With Value Above.......................................................................................................................................................

224

See Formulas in Excel 2013..........................................................................................................................................................

225

Create a Bell Curve in Excel.........................................................................................................................................................

225

Change from Lower to Upper Case in Excel..............................................................................................................................

226

Spell Out Numbers in Excel..........................................................................................................................................................

227

Copy Macro Code from the Internet Into an Add-In...............................................................................................................

227

Return Data from a Webservice in Excel 2013..........................................................................................................................

228

Add New Functions to Excel with Fast Excel SpeedTools Extras............................................................................................

229

=SUM(B1:B5) is Better Than =B1+B2+B3+B4+B5...................................................................................................................

229

How to Set up Your Data for Easy Sorting and Subtotals.........................................................................................................

233

How to Fit a Multiline Heading into One Cell...........................................................................................................................

233

No Tiny Blank Columns Between Columns..............................................................................................................................

234

How to Sort Data...........................................................................................................................................................................

235

Sort Days of the Week...................................................................................................................................................................

237

Sort a Report into a Custom Sequence.......................................................................................................................................

237

Sort All Red Cells to the Top of a Report....................................................................................................................................

239

Sort Pictures With Data................................................................................................................................................................

240

Quickly Filter a List to Certain Records.....................................................................................................................................

240

Use Search While Filtering...........................................................................................................................................................

243

Filter by Selection...........................................................................................................................................................................

243

Use AutoSum After Filtering........................................................................................................................................................

245

Filter Only Some Columns...........................................................................................................................................................

245

Find the Unique Values in a Column..........................................................................................................................................

246

Use Advanced Filter.......................................................................................................................................................................

247

Replace Multiple Filter Criteria with a Single Row of Formulas.............................................................................................

248

Add Subtotals to a Data set...........................................................................................................................................................

249

Use Group & Outline Buttons to Collapse Subtotaled Data....................................................................................................

251

Manually Apply Groups................................................................................................................................................................

251

Group Report Sections..................................................................................................................................................................

252

Copy Just Totals from Subtotaled Data.......................................................................................................................................

253

Sort Largest Customers to the Top..............................................................................................................................................

254

Select 100 Columns in Subtotals..................................................................................................................................................

255

Enter a Grand Total of Data Manually Subtotaled....................................................................................................................

255

Add Other Text to the Subtotal Lines..........................................................................................................................................

256

Subtotals by Product Within Region...........................................................................................................................................

257

Format the Subtotal Rows.............................................................................................................................................................

259

My Manager Wants a Blank Line After Each Subtotal..............................................................................................................

260

Subtotal One Column and Count Another Column.................................................................................................................

261

Can You Get Medians?..................................................................................................................................................................

262

Horizontal Subtotals......................................................................................................................................................................

263

Be Wary...........................................................................................................................................................................................

264

Send Error Reports........................................................................................................................................................................

264

Help Make Excel Better.................................................................................................................................................................

265

Remove Blank Rows from a Range..............................................................................................................................................

265

Remove Blanks from a Range While Keeping the Original Sequence....................................................................................

266

Double Space Your Data Set.........................................................................................................................................................

268

Use Find to Find an Asterisk........................................................................................................................................................

269

Use an Ampersand in a Header...................................................................................................................................................

270

Hide Zeros & Other Custom Number Formatting Tricks........................................................................................................

270

Use Consolidation to Combine Two Lists..................................................................................................................................

272

x

POWER EXCEL WITH MR EXCEL

Combine Four Quarterly Reports................................................................................................................................................

274

Find Total Sales by Customer by Combining Duplicates.........................................................................................................

275

Remove Duplicates........................................................................................................................................................................

277

Preview Remove Duplicates Without Removing Them............................................................................................................

278

Protect Cells That Contain Formulas..........................................................................................................................................

280

Find Differences In Two Lists.......................................................................................................................................................

281

Number Each Record, Starting at 1 for a New Customer.........................................................................................................

284

Add a Group Number to Each Set of Records

 

That Has a Unique Customer Number........................................................................................................................................

285

Deal with Data in Which Each Record Takes Five Physical Rows..........................................................................................

285

Add a Customer Number to Each Detail Record......................................................................................................................

288

Use a Built-in Data Entry Form...................................................................................................................................................

290

Cell AutoComplete Stopped Working.........................................................................................................................................

291

Data Cleansing with Flash Fill in Excel 2013.............................................................................................................................

292

Flash Fill was there and is now Gone..........................................................................................................................................

292

Flash Fill Was Not Perfect.............................................................................................................................................................

293

Flash Fill Won’t Fill Numbers.......................................................................................................................................................

293

Flash Fill and Dates........................................................................................................................................................................

293

Flash Fill and Ambiguous Data....................................................................................................................................................

294

Use a Pivot Table to Summarize Detailed Data..........................................................................................................................

294

Your Manager Wants Your Report Changed..............................................................................................................................

296

Add or Remove Fields from an Existing Pivot Table.................................................................................................................

297

Summarize Pivot Table Data by Three Measures.......................................................................................................................

297

Why Does the Pivot Table Field List Keep Disappearing?.......................................................................................................

299

Move or Change Part of a Pivot Table.........................................................................................................................................

300

See Detail Behind One Number in a Pivot Table.......................................................................................................................

301

Use Multiple Value Fields as a Column or Row Field...............................................................................................................

301

Update Data Behind a Pivot Table...............................................................................................................................................

302

Why do I Get a Count Instead of a Sum?...................................................................................................................................

302

Convert Your Data to a Table Before Adding Records..............................................................................................................

303

Create a Flattened Pivot Table for Reuse.....................................................................................................................................

305

Replace Blanks in a Pivot Table with Zeros................................................................................................................................

306

Collapse and Expand Pivot Fields................................................................................................................................................

307

Specify a Number Format for a Pivot Table Field......................................................................................................................

308

Preserve Column Widths..............................................................................................................................................................

308

Show Yes/No in a Pivot Table.......................................................................................................................................................

310

Pivot Table Format Defaults.........................................................................................................................................................

311

Format Pivot Tables with the Gallery..........................................................................................................................................

311

None of the 46,273 Built-In Styles Do What My Manager Asks For......................................................................................

313

Select Pivot Table Parts For Formatting......................................................................................................................................

314

Apply Conditional Formatting to a Pivot Table.........................................................................................................................

316

Can I Save Formatting in a Template?.........................................................................................................................................

317

Manually Re-sequence the Order of Data in a Pivot Table......................................................................................................

320

Present a Pivot Table in High-to-Low Order by Revenue........................................................................................................

321

Excel 2016 Sometimes Auto-Groups Daily Dates to Month....................................................................................................

322

Group Daily Dates by Month in a Pivot Table...........................................................................................................................

323

Create a Year-Over-Year Report...................................................................................................................................................

325

Group by Week in a Pivot Table...................................................................................................................................................

326

Limit a Pivot Report to Show Just the Top 5 Customers..........................................................................................................

327

Build a Better Top Five Using Groups.........................................................................................................................................

328

Build a Better Top Five with A Filter Hack.................................................................................................................................

329

Build a Better Top 5 Using the Data Model................................................................................................................................

331

Limit a Report to Just One Region..............................................................................................................................................

332

Create an Ad-Hoc Reporting Tool...............................................................................................................................................

333

Create a Report for Every Customer...........................................................................................................................................

333

Create Pivot Charts........................................................................................................................................................................

334

Add Visual Filters to a Pivot Table or Regular Table.................................................................................................................

335

Run Many Pivot Tables From one Slicer.....................................................................................................................................

337

Filter Dates Using a Timeline in Excel 2013 & Newer..............................................................................................................

338

Group Employees Into Age Bands...............................................................................................................................................

339

Create a Frequency Distribution..................................................................................................................................................

339

Grouping 1 Pivot Table Groups Them All..................................................................................................................................

341

Reduce Size 50% Before Sending.................................................................................................................................................

343

Drag Fields to the Pivot Table......................................................................................................................................................

345

Create a Report That Shows Count, Min, Max, Average, Etc...................................................................................................

346

Better Calculations with Show Values As...................................................................................................................................

347

TABLE OF CONTENTS

xi

Pivot Ranks Don’t Match RANK()..............................................................................................................................................

349

Calculated Fields in a Pivot Table................................................................................................................................................

350

Add a Calculated Item to Group Items in a Pivot Table...........................................................................................................

351

Group Text Fields to Build Territories........................................................................................................................................

353

Calculations Outside of Pivot Tables...........................................................................................................................................

355

Show Customer Account & Name...............................................................................................................................................

358

Show Months with Zero Sales......................................................................................................................................................

360

Create a Unique List of Customers with a Pivot Table..............................................................................................................

361

Use a Pivot Table to Compare Two Lists.....................................................................................................................................

362

Use a Pivot Table When There Is No Numeric Data.................................................................................................................

363

Fix Misspelled Customer Names.................................................................................................................................................

364

Create a Pivot Table from Access Data........................................................................................................................................

365

What Happened to Multiple Consolidation Ranges in Pivot Tables?.....................................................................................

365

What are the Products in Power BI And How Can I Get Them?............................................................................................

367

Know if You Have 32-Bit or 64-Bit Excel....................................................................................................................................

367

Load and Clean Data with Power Query....................................................................................................................................

368

Power Query is Easier to Learn than VBA Macros...................................................................................................................

368

I Have More than 1,048,576 Rows of Data.................................................................................................................................

368

Load a List of File Names into Excel...........................................................................................................................................

369

Load a Folder of CSV Files into a Single Excel Worksheet.......................................................................................................

369

My Headings Repeat Every 60 Rows...........................................................................................................................................

370

Fill in Blanks with Values from Above........................................................................................................................................

371

Use Power Query to Clean Data Already in Excel.....................................................................................................................

371

Pivot from Multiple Tables in Excel 2013 Data Model.............................................................................................................

372

Reporting from the Smaller Side of the Relationship...............................................................................................................

373

Use Joiner Tables Between Tables................................................................................................................................................

374

Five Reasons to Use Power Pivot.................................................................................................................................................

375

Why Isn’t Power Pivot Tab in the Ribbon?.................................................................................................................................

375

Get Excel Data Into Power Pivot..................................................................................................................................................

375

Open the Power Pivot Window....................................................................................................................................................

376

Define Relationships Between Tables..........................................................................................................................................

376

Sort Month Name by Month Number........................................................................................................................................

377

Create a Calendar Table................................................................................................................................................................

378

The Formulas are called DAX.......................................................................................................................................................

378

Adding Calculations In the Power Pivot Grid...........................................................................................................................

378

Refer to a Related Table in a Formula.........................................................................................................................................

379

Creating the Power Pivot Table....................................................................................................................................................

380

Building the Pivot Table................................................................................................................................................................

380

Feature X Won’t Work in Power Pivot.........................................................................................................................................

380

Replace Calculated Fields with DAX...........................................................................................................................................

381

Calculate() is Like SUMIFS().......................................................................................................................................................

382

Unapply a Filter Using DAX.........................................................................................................................................................

382

Unfilter Using Time Intelligence..................................................................................................................................................

384

Convert Power Pivot to Formulas................................................................................................................................................

384

January Actuals and February Plan.............................................................................................................................................

384

Power View Is Replaced with Power BI......................................................................................................................................

386

Power BI Transforms Excel Data into Interactive Dashboards................................................................................................

386

First POwer BI Step: Get a Free Account for Power BI.............................................................................................................

386

Optional Step 1: Take the Sample Dashboards for a Spin.........................................................................................................

387

Use Q&A to Investigate Your Data..............................................................................................................................................

388

Click a Dashboard Element to Open the Underlying Report..................................................................................................

389

Click in one Chart to Filter Other Charts...................................................................................................................................

389

Enable Drill-Down Mode.............................................................................................................................................................

390

Sorting is Hidden Behind More Options....................................................................................................................................

391

Optional Step 2: Connect to an Existing Service.......................................................................................................................

391

Download Power BI Desktop to Your Computer......................................................................................................................

392

Prepare Your Excel Data for Power BI........................................................................................................................................

392

Add a Calendar Table....................................................................................................................................................................

393

Three Icons in Power BI Desktop.................................................................................................................................................

394

In Power BI Desktop, the Power Query Tools Are Called Get Data.......................................................................................

394

Load Your Excel Data to Power BI Desktop...............................................................................................................................

395

In Power BI Desktop, the Power Pivot tools are called Modeling...........................................................................................

396

Define Relationships in Power BI Desktop.................................................................................................................................

396

Classify Your Geography Fields in Power BI Desktop..............................................................................................................

397

Prevent Power BI from Adding Up Year Fields..........................................................................................................................

398

Sort This by That............................................................................................................................................................................

399

xii

POWER EXCEL WITH MR EXCEL

Define Synonyms in Power BI Desktop......................................................................................................................................

399

Hide Columns So They Can't Be Chosen...................................................................................................................................

400

Three Ways to BUild Visualizations in a Report........................................................................................................................

401

FOrmatting a Chart.......................................................................................................................................................................

402

Add Lines using Analytics............................................................................................................................................................

403

Adding More Visualizations to a Page........................................................................................................................................

403

It is Insanely Easy to Build a Hierarchy.......................................................................................................................................

403

Open Source Visualizations..........................................................................................................................................................

404

Every Chart is a Slicer For Other Charts....................................................................................................................................

406

A Report Can Have Multiple Pages.............................................................................................................................................

406

Using Maps in Power BI Desktop................................................................................................................................................

406

Three Types of Filters....................................................................................................................................................................

407

Where is the Top 10 Filter?...........................................................................................................................................................

407

Add Titles, Logos, & Embelishments..........................................................................................................................................

408

Don't Forget to Save Your File!.....................................................................................................................................................

408

Share Your Dashboard to Power BI in the Cloud......................................................................................................................

408

Use Quick Insights.........................................................................................................................................................................

409

View Your Report in a Browser....................................................................................................................................................

409

Q&A Works on Dashboards, Not Reports.................................................................................................................................

409

Share a Dashboard With Your Manager.....................................................................................................................................

410

Wait a Second - a Sharing Link? Isn't this Dangerous?.............................................................................................................

411

Consume Your Dashboard Using Power BI Mobile..................................................................................................................

411

What Does All Of This Cost?.......................................................................................................................................................

411

How Do I Update My Dashboard Every Day?...........................................................................................................................

412

That's All For Power BI In This Book..........................................................................................................................................

412

Put a Pivot Table on a Map In Excel 2013 Power Map..............................................................................................................

412

Tricks for Navigating the Map in Power Map............................................................................................................................

413

Fine-Tuning Power Map...............................................................................................................................................................

413

Creating a Video from Power Map..............................................................................................................................................

414

Use an Alternate Map for Power Map.........................................................................................................................................

415

Filtering in Power Map..................................................................................................................................................................

416

Excel Data to Mailing Labels in Word.........................................................................................................................................

416

Excel 2013 Allows Slicers on Regular Tables..............................................................................................................................

417

Use Power Query to Load Many Web Pages..............................................................................................................................

418

Create a Chart with One Click.....................................................................................................................................................

423

Teach Excel Your Favorite Chart..................................................................................................................................................

423

Move a Chart..................................................................................................................................................................................

424

Copy a Chart Detached from the Data.......................................................................................................................................

425

Add New Data to a Chart..............................................................................................................................................................

426

Excel 2013 Offers Easy Chart Formatting ..................................................................................................................................

427

Begin Excel 2010 Formatting on Design.....................................................................................................................................

428

The Chart Layout Tab Is Missing in Excel 2013.........................................................................................................................

428

Formatting Charts in Excel 2010 with Layout...........................................................................................................................

429

Legend At the Top..........................................................................................................................................................................

430

The 2010 Format Dialog Box is a Task Pane in 2013.................................................................................................................

430

Display an Axis in Millions...........................................................................................................................................................

431

Select Anything on a Chart to Format........................................................................................................................................

432

The Format Dialog Box Offers a New Trick...............................................................................................................................

433

Use Meaningful Chart Titles........................................................................................................................................................

433

Avoid 3-D Chart Types.................................................................................................................................................................

434

Prevent the Drop to Zero..............................................................................................................................................................

435

Explode One Slice of the Pie.........................................................................................................................................................

436

Move Small Pie Slices To Second Chart......................................................................................................................................

437

Add a Trendline to a Chart...........................................................................................................................................................

438

See Detail on Large & Small Data Points....................................................................................................................................

439

Chart Two Series with Differing Orders of Magnitude............................................................................................................

440

Hide Subtotals From Chart in Excel 2013..................................................................................................................................

442

Create Pivot Charts from Detail Data in Excel 2013.................................................................................................................

443

Use Formulas for Chart Labels in Excel 2013............................................................................................................................

444

Interactive Chart to Show One Customer..................................................................................................................................

444

Tie the Chart Title to a Cell..........................................................................................................................................................

446

Excel 2016 Adds a Waterfall Chart..............................................................................................................................................

446

Use an Invisible Series to Float Columns....................................................................................................................................

447

Use Rogue Series for Shading.......................................................................................................................................................

449

Two Stacked, One Clustered Column.........................................................................................................................................

451

Conditional Format a Chart.........................................................................................................................................................

452

TABLE OF CONTENTS

xiii

Scatter Charts are Versatile But Require a Different Workflow...............................................................................................

454

When do I Use Which Chart Type?.............................................................................................................................................

459

Track Sales Leads with a Funnel Chart.......................................................................................................................................

461

Create Tiny Charts with Sparklines.............................................................................................................................................

462

Sparklines Are Not Scaled Together............................................................................................................................................

463

What is the Win Loss Sparkline For?..........................................................................................................................................

464

Labeling Sparklines........................................................................................................................................................................

465

Shade the Normal Range in a Sparkline......................................................................................................................................

466

Convert a Table of Numbers to a Visualization.........................................................................................................................

466

Control Values for Each Icon.......................................................................................................................................................

469

Add Icons to Only the Good Cells...............................................................................................................................................

470

Use the SIGN Function for Up/Flat/Down Icon Set.................................................................................................................

470

Data Bars Options..........................................................................................................................................................................

471

Comparative Histogram................................................................................................................................................................

472

Select Every Kid in Lake Wobegon..............................................................................................................................................

472

There is a Font Optimized for Excel............................................................................................................................................

472

Show Checkmarks in Excel...........................................................................................................................................................

473

Add Bullets to Excel.......................................................................................................................................................................

473

Use the Border Tab in Format Cells............................................................................................................................................

474

Remove Borders from Filled Cells...............................................................................................................................................

476

Double Underline a Grand Total.................................................................................................................................................

476

Why Did the Colors Change in Excel 2013?..............................................................................................................................

477

Where Are My Excel 2003 Colors?..............................................................................................................................................

478

Transform Black-and-White Spreadsheets to Color by Using a Table....................................................................................

478

Fit a Slightly Too-Large Value in a Cell.......................................................................................................................................

479

Turn Off Wrap Text in Pasted Data.............................................................................................................................................

480

Delete All Pictures in Pasted Data...............................................................................................................................................

480

Prevent Long Text from Spilling..................................................................................................................................................

481

Show Two Values in a Split Cell...................................................................................................................................................

482

For Each Cell in Column A, Have Three Rows in Column B..................................................................................................

482

Show Results as Fractions.............................................................................................................................................................

483

Better Scientific Notation..............................................................................................................................................................

484

Fill a Cell with Asterisks................................................................................................................................................................

485

I type 152 and get 1.52...................................................................................................................................................................

485

Use Cell Styles to Change Formats..............................................................................................................................................

486

Add Your Own Styles....................................................................................................................................................................

487

Share Styles Between Workbooks................................................................................................................................................

487

Move Columns by Sorting Left to Right.....................................................................................................................................

488

Move Columns Using Insert Cut Cells........................................................................................................................................

489

Move Rows or Columns with Shift Drag....................................................................................................................................

489

Select All Cells Using the Keyboard............................................................................................................................................

489

Change the Width of All Columns with One Command.........................................................................................................

490

Copy Column Widths to a New Range.......................................................................................................................................

490

Copy Row Heights.........................................................................................................................................................................

491

Use White Text to Hide Data........................................................................................................................................................

491

Hide Values Using a Number Format.........................................................................................................................................

492

Hide and Unhide Data..................................................................................................................................................................

492

Group Columns Instead of Hiding Them...................................................................................................................................

493

Hide Error Cells When Printing..................................................................................................................................................

494

Unhide All Sheets...........................................................................................................................................................................

494

Very Hide a Worksheet.................................................................................................................................................................

495

Organize Your Worksheet Tabs with Color................................................................................................................................

495

Copy Formatting to a New Range................................................................................................................................................

496

Copy Without Changing Borders................................................................................................................................................

497

Power Up Format Painter.............................................................................................................................................................

498

Fill Formatting................................................................................................................................................................................

498

Change All Red Font Cells to Blue Font.....................................................................................................................................

499

Replace Partially Bold Cells..........................................................................................................................................................

500

Change the Look of Your Workbook with Document Themes...............................................................................................

501

Create Your Own Theme...............................................................................................................................................................

502

Bring Back the Office 2010 Colors And Shiny Objects.............................................................................................................

503

Change the Background of a Worksheet.....................................................................................................................................

504

Add a Printable Background to a Worksheet.............................................................................................................................

504

Remove Hyperlinks Automatically Inserted by Excel...............................................................................................................

505

Select a Hyperlink Cell Without Following the Hyperlink......................................................................................................

505

Pasted URLs Don’t Become Hyperlinks......................................................................................................................................

506

xiv

POWER EXCEL WITH MR EXCEL

Debug Using a Printed Spreadsheet............................................................................................................................................

506

Leave Helpful Notes with Cell Comments.................................................................................................................................

507

Change the Appearance of Cell Comments...............................................................................................................................

508

Control How Your Name Appears in Comments......................................................................................................................

510

Force Some Comments to ALWAYS Be Visible to Provide a Help System............................................................................

510

Change the Comment Shape to a Star.........................................................................................................................................

511

Add a Pop-up Picture of an Item in a Cell..................................................................................................................................

513

Add a Pop-up Picture to Multiple Cells......................................................................................................................................

513

Build Reports Where Columns in Each Section 1 Don’t Line Up...........................................................................................

514

Paste a Live Picture of a Cell.........................................................................................................................................................

515

Add Formatting to Pictures in Excel...........................................................................................................................................

516

Remove Picture Background........................................................................................................................................................

517

Inserting a Screen Clipping..........................................................................................................................................................

517

Draw an Arrow to Visually Illustrate That Two Cells Are Connected....................................................................................

518

Add Connectors to Join Shapes....................................................................................................................................................

519

Circle a Cell on Your Worksheet..................................................................................................................................................

520

Draw Perfect Circles......................................................................................................................................................................

521

Add Text to Any Closed Shape.....................................................................................................................................................

522

Place Cell Contents in a Shape.....................................................................................................................................................

522

Rotate a Shape.................................................................................................................................................................................

523

Create Dozens of Lightning Bolts................................................................................................................................................

524

Make a Logo into a Shape.............................................................................................................................................................

525

Draw Business Diagrams with Excel...........................................................................................................................................

527

Choose the Right Type of SmartArt............................................................................................................................................

528

Use the Text Pane to Build SmartArt..........................................................................................................................................

529

Change a SmartArt Layout...........................................................................................................................................................

530

Format SmartArt............................................................................................................................................................................

531

Switch to the Format Tab to Format Individual Shapes............................................................................................................

533

Use Cell Values as the Source for SmartArt Content................................................................................................................

534

Add WordArt to a Worksheet......................................................................................................................................................

536

Chart and SmartArt Text Is Automatically WordArt................................................................................................................

536

Excel 2013 Offers an Excel App Store..........................................................................................................................................

537

Add a Dropdown to a Cell............................................................................................................................................................

537

Configure Validation to “Ease up”...............................................................................................................................................

538

Use Validation to Prevent Duplicate Data Entry.......................................................................................................................

540

Use Validation to Create Dependent Lists..................................................................................................................................

540

Add a ToolTip to a Cell to Guide the Person Using the Workbook........................................................................................

542

Combine Validation with AutoComplete...................................................................................................................................

542

Afterword........................................................................................................................................................................................

543

Index................................................................................................................................................................................................

544