Advanced Excel: Training Handbook
Advanced Excel: Training Handbook
Advanced Excel
[Edition: June 2014]
www.excelnext.in | [email protected]
Program Content
Training Pre-requisite: Paste Special – Value; Basic Formulas - SUM(), MAX(), MIN(), AVERAGE(); Hide-Unhide Columns & Rows,
Freeze-Unfreeze panes, Basic Sort and filter
2 ROUND()
7 Grouping, Naming
8 Data Validation
15 Goal Seek
18 Conditional Formatting
22 Macros
Starters
1 Alt Press and release the ALT key to display the Key Tips next to each Ribbon command
Displays the formula in each cell instead of the resulting value [Hint: ` is back tick key
5 Ctrl `
above the TAB key]
6 Ctrl C Copy the cell(s) or selective text/numbers from within the cell
8 Ctrl X Cuts the cell(s) or selective text/numbers from within the cell
Workbook Navigation
11 Ctrl Arrow key Moves to the edge of a data block; if the cell is blank, moves to the first nonblank cell
13 Ctrl Shift Arrow key Select from the active cell to the end of a row/column
14 Ctrl A Selects the entire worksheet/data array depending on active cell selected
17 Ctrl [ and F5+Enter Navigate to precedent cells and return back [*conditions apply]
18 Ctrl BackSpace Navigate to the beginning of selected data (keeping the selection intact)
Row/Column/Cell Editing
ALT ;
Important Note: <Ctrl+Enter> to fill all the selected cells with text/nos./formula.
Row Fixed
- Row Fixed Col Fixed
Col Fixed
Keep pressing <F4> on a cell reference / range reference to toggle between the 4 combinations of cell
referencing (as indicated above).
An alternative to manually hiding columns and rows. Refer DATA > SUBTOTAL
to automate Grouping
Used to change the input values (assumptions) at the click of a button. The referred “Form Control” buttons
cannot accommodate decmial values, % or a value outside 0-30,000 range.
40,908 days
2 days
[Double-quotes “” is MUST+
Returns the current date and time as per PC’s system clock
N.B.: Refer “Text-to-Columns” for Date format correction technique *“Confession Box”+
Quick Notes:
In most cases, whenever you select a database (“table_array”), press <F4> and , (comma) in sequence,
to fix the selected database’s relative position
VLOOKUP() looks at the first column (left most) of database for the lookup value. In other words,
"lookup_value" should be in the first column in the selected "table_array"
When range_lookup is FALSE (0): VLOOKUP will search for an exact match. If VLOOKUP can’t find an
exact match, the function returns #N/A. Generally used where lookup_value exists once in the database
When range_lookup is TRUE (1) or omitted: an approximate match is returned. The database must be
sorted in ascending order with respect to lookup value range. Generally used with “Slabs >=” (e.g.
debtors’ ageing, commission slab, PASS-FAIL-DISTINCTION critera) – [SLABS >= ASCENDING ORDER]
Important Note: Using =INDIRECT() with Naming for 3-D Lookup. E.g. APAC (Sr.) and APACH (Jr.)
IMM vs VM: Both VM and IMM approaches are useful for pulling data from any 2x2 data matrix. However,
IMM is useful for reverse Lookup. Unlike VM, IMM doesn’t require the common link values to be in the left-
most column of the database.
1. To Create Pivot-table: Select entire data set (that must have proper column headings)
2. Insert Pivot Table Create Pivot Table box Press OK
3. In previous versions of Excel, you could drag items from the field list directly into the appropriate grid
area of the pivot table. This feature is still available, but it’s turned off by default. 2-steps to enable this
feature are as follows:
1 2
OTHER TIPs-n-TRICKS:
DOUBLE-CLICK on any value in the “Values” field *“main action area”+ to generate the said number’s
details in a separate sheet
For generating a quick Chart based on Pivot Table report: Select entire Pivot Table report Press
<F11> for generating default chart
Pair 1
Pair 2
sum_range Range of data from where values (number) to be added shall be pulled – single column
Pair 1
Pair 2
Step 2: At the intersection of the 2-variables (top-left of the table), point the cell to the cell containing
formula for effect value. E.g. C14 refers to Profit
INDIRECT – “Redirection”
Use INDIRECT when you want to change the reference to a cell within
a formula without changing the formula itself.
Named Cell/Range can be used as an input for INDIRECT
Set Cell > Goal cell whose output value has been pre-
decided
=PMT()
EMI
Date “Confession-Box”
For Correcting Dates – Apply “Confession Box”. Choose the mistake E.g. “DMY” – 29.10.2009
Text-to-Columns is also used to rectify Numbers with Trailing (-) sign. E.g. From 212- to -212 OR 212Cr
to 212- to -212
For keeping intact a number string with Zeroes at the beginning (prefix): In Step 3 of 3, select the
relevant “Column” under “Data preview” section Column will blacken out Choose “Text” radio
button to store the output column in text form
Try Ctrl+H in MS Word – “Find & Replace – More – Options” (Paragraph Mark, Digits, Letters)
Formula-based
Conditional formatting
Write a formula such that answer should either be TRUE or FALSE. E.g. = $B10>100000.
Cell Reference B10 vs $B10 or B$10
Starting point of range selection in line with formula cell selection. E.g. C8, B8
SOURCE of data in a
common “bucket”
Techniques usable on Consolidated Data: (1) Text-to-Columns to extract sheet name using ‘ (single
apostrophe as delimiter) (2) Ctrl G (Special - Visible Cells) to color subtotal rows – Alt ; (3) ALT = for Grand
Total
Ctrl + <backtick key> to Show Formulas. Note: BackTick key is above <TAB> key
1) File Protection [v. 2007 - Office Button -> Prepare -> Encrypt Document]
2) File Protection [v. 2010 – File -> Info -> Button -> Protect Document -> Encrypt with Password]
Note: By default, ALL cells are "Locked" (identified for protection). Ensure that ALL cells in the sheet are
"Unlocked" and only chosen ones are "Locked". Else ALL cells will be locked and no changes can be made.
Files that can store macros- .XLS (97-2003 format) or .XLSM (Macro-enabled workbook)
A Macros once run, cannot be undone by Ctrl+Z
“VBA Code to…” *Google Search+ -> Sub ________() … End Sub
PROJECT EXPLORER
> MS Excel Objects
> Modules
QAT
Right-click on
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