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Intermediate Formulas Manage Data Tables: Topic Links

The document provides a comprehensive guide on intermediate Excel formulas and data management techniques, including absolute references, data import/export, and creating tables. It also covers formatting options, collaboration features, and data validation rules. Key functions such as CONCAT and PMT, as well as sorting and filtering data, are explained to enhance user proficiency in Excel.

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Kunal Jagtap
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0% found this document useful (0 votes)
28 views1 page

Intermediate Formulas Manage Data Tables: Topic Links

The document provides a comprehensive guide on intermediate Excel formulas and data management techniques, including absolute references, data import/export, and creating tables. It also covers formatting options, collaboration features, and data validation rules. Key functions such as CONCAT and PMT, as well as sorting and filtering data, are explained to enhance user proficiency in Excel.

Uploaded by

Kunal Jagtap
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Intermediate Formulas Manage Data Tables

Absolute References: Absolute references Export Data: Click the File tab. At the left, Remove Duplicate Values: Click any cell in the
always refer to the same cell, even if the select Export and click Change File Type. table and click the Data tab on the ribbon. Click
formula is moved. In the formula bar, add dollar Select the file type you want to export the data the Remove Duplicates button. Select
signs ($) to the reference you want to remain to and click Save As. which columns you want to check for duplicates
absolute (for example, $A$1 makes the and click OK.
column and row remain constant). Import Data: Click the Data tab on the ribbon
and click the Get Data button. Select the Insert a Slicer: With any cell in the table
Name a Cell or Range: Select the cell(s), click category and data type, and then the file you selected, click the Design tab on the ribbon.
the Name box in the Formula bar, type a name want to import. Click Import, verify the Click the Insert Slicer button. Select the
for the cell or range, and press Enter. Names preview, and then click the Load button. columns you want to use as slicers and click
can be used in formulas instead of cell OK.
addresses, for example: =B4*Rate. Use the Quick Analysis Tools: Select the cell
range you want to summarize. Click the Quick Table Style Options: Click any cell in the table.
Reference Other Worksheets: To reference Analysis button that appears. Select the Click the Design tab on the ribbon and select
another worksheet in a formula, add an analysis tool you want to use. Choose from an option in the Table Style Options group.
exclamation point formatting, charts, totals, tables, or sparklines.
the formula, for example: =FebruarySales!B4. Intermediate Formatting
Outline and Subtotal: Click the Data tab on the
Reference Other Workbooks: To reference ribbon and click the Subtotal button. Use Apply Conditional Formatting: Select the cells
another workbook in a formula, add brackets the dialog box to define which column you want you want to format. On the Home tab, click the
to subtotal and the calculation you want to use. Conditional Formatting button. Select a
example: Click OK. conditional formatting category and then the
=[FebruarySales.xlsx]Sheet1!$B$4. rule you want to use. Specify the format to
Use Flash Fill: Click in the cell to the right of the
apply and click OK.
Order of Operations: When calculating a cell(s) where you want to extract or combine
formula, Excel performs operations in the data. Start typing the data in the column. When Apply Cell Styles: Select the cell(s) you want to
following order: Parentheses, Exponents, a pattern is recognized, Excel predicts the format. On the Home tab, click the Cell Styles
Multiplication and Division, and finally Addition remaining values for the column. Press Enter button and select a style from the menu. You
and Subtraction (as they appear left to right). to accept the Flash Fill values. can also select New Cell Style to define a
Use this mnemonic device to remember them: custom style.
Create a Data Validation Rule: Select the cells
Please Parentheses you want to validate. Click the Data tab and Apply a Workbook Theme: Click the Page
click the Data Validation button. Click the Layout tab on the ribbon. Click the Themes
Excuse Exponents
Allow list arrow and select the data you want button and select a theme from the menu.
My Multiplication to allow. Set additional validation criteria
options and click OK.
Dear Division Collaborate with Excel
Aunt Addition Tables Add a Cell Comment: Click the cell where you
Sally Subtraction want to add a comment. Click the Review tab
Format a Cell Range as a Table: Select the on the ribbon and click the New Comment
cells you want to apply table formatting to. Click button. Type your comment and then click
Concatenate Text: Use the CONCAT function the Format as Table button in the Styles
=CONCAT(text1, to join the text outside of it to save the text.
group of the Home tab and select a table
from multiple cells into a single cell. Use the format from the gallery. Invite People to Collaborate: Click the Share
arguments within the function to define the text
button on the ribbon. Enter the email addresses
you want to combine as well as any spaces or
of people you want to share the workbook with.
punctuation.
Click the permissions button, select a
Payment Function: Use the PMT function permission level, and click Apply. Type a short
=PMT( ) to calculate a loan message and click Send.
amount. Use the arguments within the function
Co-author Workbooks: When another user
to define the loan rate, number of periods, and
opens the workbook, click the
present value and Excel calculates the
initials on the ribbon, to see what they are
payment amount.
editing. Cells being edited by others appear
Sort Data: Select a cell in the column you want with a colored border or shading.
Date Functions: Date functions are used to add
to sort. Click the Sort & Filter button on the
a specific date to a cell. Some common date
Home tab. Select a sort order or select Protect a Worksheet: Before protecting a
functions in Excel include:
Custom Sort to define specific sort criteria. worksheet, you need to unlock any cells you
Date =DATE(year,month,day) want to remain editable after the protection is
Filter Data: Click the filter arrow for the applied. Then, click the Review tab on the
Today =TODAY() column you want to filter. Uncheck the boxes ribbon and click the Protect Sheet button.
for any data you want to hide. Click OK. Select what you want to remain editable after
Now =NOW()
the sheet is protected.
Add Table Rows or Columns: Select a cell in
Display Worksheet Formulas: Click the the row or column next to where you want to Add a Workbook Password: Click the File tab
Formulas tab on the ribbon and then click the add blank cells. Click the Insert button list and select Save As. Click Browse to select a
Show Formulas button. Click the Show arrow on the Home tab. Select either Insert save location. Click the Tools button in the
Formulas button again to turn off the Table Rows Above or Insert Table Columns dialog box and select General Options. Set a
formula view. to the Left. password to open and/or modify the workbook.
Click OK.

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